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    Planning Using Primavera

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    • How to Use Filter Option to Prepare Look Ahead Schedule

    How to Use Filter Option to Prepare Look Ahead Schedule

    • Posted by Hany Ismail, MSC, PMP
    • Categories Planning Using Primavera
    • Date April 13, 2014
    • Comments 0 comment

    Before proceeding further with the FILTER option, we will look into LOOK AHEAD SCHEDULE which is a common report required in planning.

    LOOK AHEAD SCHEDULE is the list of activities in a schedule which will take place in the near future say one week, two weeks, one month or so. The time period varies from project to project and cleint to client. But the idea in creating look ahead schedule is same whatever be the time contraint.

    Let’s understand the conditions that should be considered while preparing a 2 week look ahead schedule one by one.

    1. Activity shouldn’t be completed – Normally, completed activities are not shown on the look ahead schedule since it has less significance in forecast.
    2. Start date of the activity should be within the range of 2 weeks from the Data date. (Data date is the current date or the last updated date of the schedule)
    3. Finish date of the activity should be within the range of 2 weeks from the Data date.
    4. Activity should be in progress.

    Please go through the above conditions once again before we proceed how to enter them in Primavera P6.

    If look into the below slide you can see there are some activities which are 100% completed, some of them 0% and some other are in progress.

    Now let’ s apply the look ahead conditions which were mentioned above.

    Step 1 – Go to filter option and click on ‘ NEW’ tab

    Step 2 – Name the filter. In this case, let’s put it 2 week look ahead. Make sure that the parameter (which is highlighted in blue in the below slide) be ‘ All of the following’

     

    Step 3 – Select ‘Activity status’ in the ‘parameter’ column, ‘is not equal to’ in the ‘is’ column, ‘Completed’ in the ‘Value’ column. Now we have completed the first condition ie activity shouldn’t be a completed one

    Step 4 – Click on ‘ADD’ tab and this time give ‘Any of the following’ in the ‘Parameter’ column. Click on ‘ADD’ tab again and enter the other conditions also. Select ‘Start’ & ‘is within the range of’ in the ‘Parameter’ and ‘ Is’ column respectively and type ‘DD-1W’ and ‘DD+2W’ in the ‘Value’ and ‘High Value’ columns. Here DD stands for Data Date and 1W stands for 1 Week; which means we are taking the selecting the activities whose start dates are in the range of 1 week behind the Data Date and 2 weeks ahead of Data Date.

    Click again on ‘ADD’ tab and provide the following conditions.

    1. ‘Finish’ in ‘Parameter’ column , ‘ is within range of’ in ‘is’ column, ‘DD-1W’ in ‘Value column’ & ‘DD+2W’ in ‘ High Value’ column.
    2. ‘Activity Status’ in ‘Parameter’ column, ‘equals’ in ‘Is’ column, ‘In progress’ in Value column.

    Hope you would be thinking why we gave ‘Any of the following’ condition here. The reason is, if any of the activity whose start date or finish date is within the range of DD-1W and DD+2W will fall into our look ahead schedule.

    Step 5 – Click ‘OK’ tab and see the new filter has been made as 2 week look ahead and it is marked.

    Step 6 – Click ‘Apply’ tab. Now you can see that the activities which were 100% completed have been removed and all the activities listed are within the range of 2 weeks time. Please note the activity ‘ Multipurpose hall’ is still in the list since it is not yet completed even though the start date was 2nd July 2013.

    Thanks to paul zacharia who prepared this article.

     

    Tag:Filter Option, Look Ahead Schedule, planning, Primavera, primavera p6

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    Hany Ismail, MSC, PMP
    Hany Ismail, MSC, PMP

    Hany Ismael is the founder and CEO of Planning Engineer Est. in Egypt. He has started his career back in 2003 as a site engineer, technical office engineer, planning engineer, planning manager, and finally planning department manager where he has been involved in several mega construction projects in Egypt and Saudi Arabia. In 2016, he established his own company in Egypt “Planning Engineer Est.” Hany gained his MSc degree in project management from Liverpool University-UK 2013-2016, PMP certified from PMI-USA 2010, and BSc Civil Engineer Tanta University-Egypt 2003. Hany provided more than 3,500 hours of planning and project management training on his website planningengineer.net, YouTube channel, and offline courses since 2011. He enjoys teaching project management in simple and practical way, and he developed several planning tools, techniques and courses.

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