How to Filter Delayed Activities in Primavera

In this article, we will be providing you with how to filter the activities that have actual performance percentages less than the scheduled percentages. First of all, you need to assign a baseline to your project by clicking on “Maintain baselines” from the “Projects” tab and choosing your baseline, then click on “Assign baselines” from the same tab and choose your baseline once again.

Once the baseline is assigned to your project, schedule your project on the day that you want to filter your activities based on.

Show the Wanted Columns

From “columns”, choose “Schedule % complete” and “Activity % complete”. Schedule % complete: represents the percentage of the work that should be done by the date of the schedule for each activity (planned %). Activity % complete: represents the percentage of the actual work done by the date of the schedule for each activity.

To know whether there is a delay in the activities or not, we need to create a column that plots the difference between the planned % and the actual %, so we are going to create a new column called “Variance %”.

The steps to create a new column are:

Go to “Enterprise”.
choose “User Defined Fields”.

then “Add” and name the new element as “ Variance % ” and choose the type “Number”.

From “Tools”, choose “Global change”, then click “New”.

click “Add” to create the equation of the column “Variance %”.

The equation is as follows:

%Variance = Actual % – Scheduled %

Click “Change” then click “Commit Changes” to save the changes.

Now the Column of “Variance %” is ready and you can see the Delayed Activities.
- From “Columns” Show the “Variance %” Column.

This is how the “Variance %” works if it is positive it means you are ahead in this activity and if it is negative it means it is a Delayed Activity.

Now you can make a filter to just filter the Delayed Activities only from this time schedule.

The Filter for the Delayed Activities

From “Filters”, “Variance %” is less than 0.

The applied filter will show the activities with a negative “variance%”, as per the equation of “variance%”, negative results indicate that the scheduled % of the activity is bigger than the actual %.

All the activities that show up are the delayed ones that you must handle to get the schedule back on track.

For the final presentation using Excel, you can use our tool “From Primavera to Excel” to maintain the WBS of the activities and provide a better representation of the activities. If you are interested in EOT Claims and delays analysis, check this course: Claims Management (EOT) Course

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Planning Using Primavera

How to Filter Delayed Activities in Primavera

Show the Wanted Columns

The steps to create a new column are: