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Using Leveling in Filtering???

Vince TuazonMember for 20 years 1 month
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Helo Everybody,

I am a beginner in P3 Program. Currently i want to explore and learn the Organizing, Sorting & Filtering features in Primavera.
Can somebody give me an idea "how to use the LEVELING - in Filtering? Including when to use the Levels(1-4) and the "all/any" criteria???

Hope i made my question clear and not confusing...

I would appreciate any feedback and short sample.

Best regards,

5 replies

Oldest first
  1. 0
    Nigel Hussey ·
    Using Filters in Leveling means it will only consider those activities within a specific filter for leveling. This is not the case for Scheduling, the project will schedule all activities regardless of what filter is in place.

    Terminology in Primavera is abit scew for first time use:
    1. Time Analysis = Schedule
    2. Resource Scheduling = Leveling

    Using Levels in filters would be when you want to combine two or more "ANY" (or) filters with an "ALL" (and) or two or more "ALL" with "ANY". <--- What ???
    eg: (Activity ID Contains 1 "ANY" Activity ID Contains 2) Level 1, (Original Duration Equals 10) Level 2. What the result would be all activities with 1 or 2 in the Activity ID and only activities with an Original Duration of 10 will be displayed. , make any sense?
  2. 0
    Vince Tuazon ·
    Nigel,

    Many thanks to your response.
    Your explanation had given me clearer view on what i really wanna know.

    Regards,



  3. 0
    Frank Borcherdt ·
    Vince,

    Just to clear up some inaccuracy in Nigel’s response.

    Time scheduling uses the task activity type and the calendar assigned to the activity.

    Resource scheduling uses independant or meeting activity types, driving resources and resource calendars.

    Resource levelling uses resource limits and delays activities if the right amount of resource is not available.

    Read the help on activity types and resource limits for a more detailed explanation.

  4. 0
    Vince Tuazon ·
    Frank,

    ’Appreciate your additional information. Lately i’ve been gathering some manuals as well including downloaded over the web.

    Many thanks,
  5. 0
    Reynaldo Y. Calayo Jr. ·
    hi guys!

    hi vince...

    organizing (Organize in P3) it is use on how do you like to present you programme visually on print and on screen...... you have to specify the activity codes or WBS in the spaces provided when you click this option.....this is more on presentation on how your print out and to look on your screen.......

    filtering (Filter in P3) in the programme there are thousands of activities..... if you want ceratin activities to show on the the screen you have to use filter like for example you want to see all Architectural Finishes maybe in your activity coding system it is classified as AREA = FIN.....

    so you have to fiter in first page
    AREA "EQ" FIN then all activities in FIN will be displyed

    but in Architectural you decided that you only want to see blocks so you have to put on the next page ....
    second....
    ACTIVITY DESCRIPTION "CN" BLOCK

    then P3 will display all activities that contains block...

    then you decided again that you need to see all ongoing activities for blocks so on the third page

    PERCENT COMPLETE "GT" 0

    and then again you want to see only on going activities that has progress of 50% to 75%
    on the fourth page you need to input

    PERCENT COMPLETE "WR" 50 70

    AND SO ON..................

    hope this helps you......
    guys correct me if im wrong tnx c",)

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