Skip to content
ProjectControls.com
Oracle Primavera - PM6

Filtering within a WBS

In the Open Standard
Sebastian DiBlasiMember for 15 years 6 months
Created
2
1
0

We have schedules developed by contractors that have WBS's utilizing a standard template developed for the project I'm involved with. Since we have approximately 15 projects set up using this template, we wanted to filter activities wherein work is occurring under a particular Stage across all the projects. I can filter a WBS by just stating WBS Name equals "Stage X". The problem is you only get the activities under the Stage X in question, you do not get the activities from WBS's within the Stage.

I reached out to Oracle and they came up with a solution to create a UDF, then perform a global change where the UDF equals the WBS Name, then run a filter on the Stage, but it is still the same problem. To try and utilize a filter of activities for "WBS is under Stage X" would be monumental and a total pain to perform.

Have you encountered such a situation and do you have a possible solution? I am attaching two pictures: one of what the filter does when WBS Name equals Stage X and one of what we really need.
 

Save Follow Follow forum Report
Reply New topic

2 replies

Oldest first
  1. 0
    Rafael Davila ·
    #1

    Think out of the box, instead

    Think out of the box, instead of it got to be using WBS consider using activity codes to create your filters.

    Frequently I create my jobs using whatever WBS arrangement comes to my mind but also create user defined activity codes. Then from these activity codes I can create a couple of extra WBS dictionaries. Usually one WBS dictionary organized by Project/Area/CSI.Div. and another WBS dictionary organized by Project/CSI.Div./Area., is similar to organizing by codes but not equal.

    If you insists on using WBS codes I believe the use of user defined fields shall do the trick. Copy the WBS codes on a user defined field using global change and create a filter, not by looking for an exact match but for a string starting at a specific character on the text values. I tried this approach with my software and it worked, but I still prefer the use of activity codes rather than text filters.

    Report
  2. 0
    Arend Woltjer ·
    #2

    Hi Sebastian,   I have good

    Hi Sebastian,

     

    I have good results using the WBS categories, easy to use:  group on wbs and fill your WBS category column with your defined stages and filter on that.

    Also the filter:  WBS path- contains- stage/value does what you ask. It gives you the activities of lower stages.

    I hope this helps,

     

    Arend

    Report

Log in or join to reply

ProjectControls.com is free to join. Members can post questions, reply, vote and follow discussions.

Log inJoin free

Existing members: your original username and password still work. Forgot password?