Creating a project out of the origional project

I am not a P6 user but would try the following. [depending on how P6 works you shall be able to follow on the idea]

1. Copy the Existing Job into a Separate Portfolio or WBS.

2. Identify existing Date Constraints using a user defined field and name them as Old Constraints.

3. Create within the new Portfolio or WBS a new empty Job/WBS at the same level of the existing..

4. Move all finished activities to the new Job/WBS.

5. Export the unfinished activities Job/WBS into an External New Job.

If this works hopefully you will be able to create the new job without losing any existing and active link to the already finished activities as the process shall transfer the still active links as new date constraints. You shall also be able to discern old date constraints from the newly created date constraints by this procedure.

Good luck,

Rafael

Filter.. Copy.. Paste to excel...

Hi SM

Filter all the 100% completed tasks and delete them.

Best regards

Mike Testro

Merely filtering out finished activities without modeling links still active can lead to a wrong or unfeasible schedule.

Take a look at the above figure. Say you have finished as planned all activities before your cutoff date set to Sept 17 and you filter out all these as they are finished. You will get a schedule with only two activities but will loose the still active links that prevent them to start on Sept 17.

Your revised model shall reflect Strip forms A cannot start before Sept 20 and Strip forms B cannot start before Sept 26. This you mimic with the use of date constraints that shall be created by the software on your procedure as manually dealing with hundreds of possible still active links, some SF others SS/FS/FF with some remaining lag as of cutoff.

Transfer the Completed Activities to a new Project but maintain the links...

OPen only the Project that contains the in-progress and not started activities...

In the schedule option.. uncheck the box "Ignore relationship to and from other projects"

Thanks Raymund.

Maybe when you export using XER files is that the missing links are substituted by date constraints.

Still I suggest P6 users follow your recommendation and always keep the two separate but linked projects as the created constraints might no longer be valid after subsequent updates.

I am sure you can add to this posting for the understanding of P6 users.

For Spider Project users you do not have to move activities, just create another different WBS dictionary that will exclude from display all finished activities and restrict access to other dictionaries, to other users as required. If you send the file to an external user the access restrictions, if any, will be transferred with the file.

Best regards,

Rafael

Hello SM,

Step 1. Go to filter option and enable completed activities.

Step 2. The select all the completed activities which are filtered and delete it.

Step 3. The go again to filter and disable the completed activities.

Step 4. You will now see the activities which are in progress or not started.

Step 5. Now if you import the .xer file your boss will only see the inprogress and not started activities only.

Thank you

Rajesh