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Display Single activity per project

Vince PeckMember for 16 years 8 months
Created
11
3
0
Hello

I have a request from our planning team that they would like to view a layout showing project level with a single activity only ie next task. For example I have a project with five activites and item 1 & 2 are completed 100% so the Planner wants a schedule that shows item 3 only and to exclude items 4&5. Furtermore that due to the volume of projects it would be a ball ache to enter say a % into the next activity.

Any ideas?

Vince

11 replies

Oldest first
  1. 0
    Arnold Puy ·
    Hi Vince,

    Welcome to Planning Planet.

    If I understood you correctly, you can create a filter say:

    Where
    Activity Status "is not equal" Completed
    And
    Activity ID "contains" or "Equal" (Act ID Value)

    I am not sure if this what you are looking for.

    Regards,

    Arnold
  2. 0
    Vince Peck ·
    Thanks Arnold, almost there.

    The activity status not equal to completed does half of the request.

    The second part of the equation within the filter would indeed function but having many many projects it would take some considerable time to apply that filter to each project.

    We download a thousand or so projects (some large jobs some small) each have 1 or more activities. Therefore the filter suggestion would only work with one activity.

    The request is to issue a schedule to our term contractors showing the next task only.

    Vince
  3. 0
    Arnold Puy ·
    Hi Vince,

    Correct me if I am wrong. You mean you need to show one activity per project. Since there is a lot of projects to be monitored, all you need is to show only one activity per project with the next task only.

    What if the activity is already started but not yet completed, or still in progress? Do you consider this as your next task? Just a query.

    When do you update the schedule, every week or month? Or maybe can you cite one example for me.

    Regards,

    Arnold
  4. 0
    Arnold Puy ·
    Hi Vince,

    I pessumed that you update monthly, and considering the in progress as the next task then try this:

    (Any of the following)
    Where
    Activity Status "equals" In Progress
    And
    Start "is within range of" DD DD+1M

    Regards,

    Arnold
  5. 0
    Vince Peck ·
    You got it!

    If the activity is started but not completed, or in progress or even have not started then this would be deemed as next task and it’s just that one we need to view.

    eg

    Project: Replace seal from pump
    Activity 1 Erect Scaffold 100% complete
    Activity 2 Isolate pump 100% complete
    Activity 3 Overhaul and replace seal 0% complete
    Activity 4 Recomission 0% complete
    Activity 5 Remove scaffold 0% complete

    So the schdule we would like to see would look like this:

    Project: Replace seal from pump
    Activity 3 Overhaul and replace seal 0%

    Vince

  6. 0
    Vince Peck ·
    I put your idea to the commmittee and they said:

    ’Nice try but with some of the year plan stuff it can have a start constraint so first activity may not start for months, so would filter equipment out
    Although I guess that would suggest the equipment is not started…. So would be OK
    and
    With activities having duration of 1 hr, this would lead to multiple line items being shown.’

    Many thanks all the same.
  7. 0
    Alexandre Faulx-Briole ·
    Hi Vince and Arnold,
    IMO, it would take some VBA lines to get what Vince says:
    1. make sure activities are sorted by Early Dates
    2. browse until we find the last 100% completed activity and select it
    3. determine what activity is the 1st successor timely speaking, and select it
    Feasible in MS Project which includes and understands VBA; does Primavera RA allow to do the same?

    Alternatively:
    1. Export to Excel,
    2. Select activities in Excel the way above,
    3. Define in the Excel file some kind of filter P3 will understand
    4. Import in P3

    Is it worth the time it will take? Or easier-faster to do it in P3 with the filter ArnoLd suggested?

    Please let me have you comments,
    Alexandre
  8. 0
    Rodel Marasigan ·
    Vince,
    Is your project does not have any parallel activities? If it has then best way I can advise is to create a users define field priority or any name that you can use to identify the next activity then use that as a filter.
  9. 0
    Arnold Puy ·
    Hi Vince,

    Why not try the suggestions of Alexandre & Rodel.

    Or if you don’t mind, try to send me the .xer file so that I can look at on it and let us sort out the dilemma.

    Regards,

    Arnold
  10. 0
    Vince Peck ·
    All

    Many thanks for your kind suggestions. Using the information supplied so far probably a mix of these ideas.

    I will feedback to our planning group the idea of either dumping to excel or applying a global change making the next activity say X% complete then re-import. After that our organisation will need to get into the habit of best practice eg once an activity has been 100% complete then mark the next activity as started. Then apply the filter suggested by Arnold will then work. Do a proper job eh?

    I’ll keep you posted.

    Vince
  11. 0
    Arnold Puy ·
    Hi,

    You are welcome Vince. Planning Planet Members are here to assist and guide you.

    Regards,

    Arnold

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