How to Build a Lookahead Filter in Primavera P6.A lookahead filter in Primavera P6 provides us with the ability to create lookahead reports.Lookahead reports are one of the centerpieces of consistent project reporting and controlling.Lww55Lh7Gc/maxresdefault.jpg' alt='Progress Update In Primavera P6 Free' title='Progress Update In Primavera P6 Free' />Bill Pepoon shares his insights regarding scheduling and the proper use of Primavera P6.Bill has 32 years of scheduling experience and has been using Primavera.A leading multinational energy transportation and distribution corporation implemented Oracle EBusiness Suite Project Planning and Control formerly EBS Project.ETimeMachine provides a tool for employees to report time, expense and progress against all corporate activities in ONE environment.It conveniently allows employees.Lookahead-Filter-1.jpg' alt='Progress Update In Primavera P6 Free' title='Progress Update In Primavera P6 Free' />Oracle Primavera P6 rel.Basic Course. This course provides handson training for Oracles Primavera P6 Release 16 ClientServer.Students will gain an.Lookahead reports filter and highlight upcoming activities in the project.Most common lookahead reports focus on activities scheduled for the upcoming week, next 2 weeks, next 3 weeks, next month and next 3 months.Of course there are other variations and the determining factor will be the type of project being worked.The nice thing about Primavera P6 is that you can build a custom filter that will lookahead any period that suits your needs.The key to a lookahead report is building a proper lookahead activity Filter.Recall that an activity Filter will show only activities that meet the Filters criteria all activities that dont meet the criteria will be hidden.Knowing how to program the Filters criteria is essential.And in this tutorial well show you how to do it.Heres how to build a lookahead filter in Primavera P6.Lookahead Filters in Primavera P6.Tutorial Files. Complete this tutorial by downloading the following files Step 1 Finding Your Footing With Filters.Start by opening a project plan.You cant build any filters in Primavera unless you have a project open.Click the Filters icon on the toolbar OR goto Views Filters in the menus.Click New to add a new custom filter.Step 2 Creating A Custom Filter In P6.Name your filter 1 Month Lookahead Basic.Now to do the programming part.Click in the empty field in the Parameter column.You should get a dropdown box with a long list of field names.In this list, find the entry Start which is the column that represent activity start dates.Step 3 Programming The Filter.Click in the Is column and choose is within range of from the dropdown list.Step 4 Using Primaveras Built In Date Variables.When building a filter that uses a range as in our choice from Step 3, well have to specify an upper value and a lower value for the range in question.Then in the next column Value well specify the lower value of the range.Click in the Value column you should see another button become available.If you click it, youll see the menu below.The choices in the menu represent some of Primavera s built in date variables.For example, the variable PS represents the Projects Start Date that was specified when the project was first created.For our filter, well use the variable DD the projects Data Date.Now click in the High Value column.This type were going to type in a short formula.Type in DD1. M. This formula sets the upper range to 1 month more than our current Data Date.For example, if our current Data Date is March 3rd, this formula would set the upper range to March 3rd 1 month which is April 3rd.NOTE If you hit Enter after typing in DD1.M, you will likely have a new line added to your screen.Go ahead and delete that line by clicking the Delete button on the right.Step 5 Viewing The Filtered Results.Click OK to lock in your custom filter.You should notice that your new filter is checked on.Click OK to view your project with the filter on.The filter should show you a short list of activities scheduled to start in the next month assuming your Data Date is set to reflect the last status date and you are statusing on a consistent basis.In our sample project, were only showing 2 activities planning to get started in the next month.A lookahead report can be essential for focusing on soon to be starting activities.You could easily print this layout or create a Report from this data to discuss at your weekly project meeting.Creating a Better Lookahead Filter in Primavera P6. What Causes Cake Pops To Crack Meaning . The basic lookahead filter in Primavera P6 youve just built works well in ideal situations but it doesnt quite meet the mark in other cases.For example, it leaves out in progress activities which you will likely want to be aware of.In the case where activities started earlier than planned, it wont show you those either.So lets show you how to build a better lookahead filter.Step 6 Make A Copy Of The Basic Lookahead Filter.Go back to the Filters window by clicking the Filter icon on the toolbar.Highlight your 1 Month Lookahead Basic filter, click the Copy button and then the Paste button.Highlight the new copy and click the Modify button.Step 7 Tweaking The Primavera Filter To Include In Progress Activities.Rename the filter to Better 1 Month Lookahead.Start reprogramming by changing the paramete in the Value column currently DD.Well change this to PS instead the Project Start Date.Next, click the Add button to add a line.Click the Parameter dropdown box and find Activity Status in the list.Change the Is column to Is Not Equal To and set the Value column to Completed.Click OK. Place a checkmark next to your new filter to turn it on and uncheck any other filters to turn them off.Click OK to view the project.As you can see, the new filter includes the original 3 activities due to start in the next month PLUS any activities are that are still in progress.This new filter is much more complete now and will ensure you report on all planned and in progress activities in the filtered range.Wrap Up. Lookahead filters in Primavera P6 are fundamental to reporting and monitoring your project on an ongoing basis.Create these lookahead filters in your Oracle Primavera database and make them Global so you can share them with your colleagues and start to set a standard for reporting in your organization.Dont forget to download the Tutorial Files back at the top of this post.Weve included a layout your can import that has all 3 Lookahead Filters.Primavera Scheduling Blog Primavera Scheduling.Recently I read a blog by someone claiming that Primavera P6 will eventually disappear because there are much better scheduling programs now available.This is a great way to get people to read your blog, I suppose, but there is absolutely no reason to believe that Primavera P6 is a dinosaur happily living its life until some giant meteor program wipes it off the face of the Earth.To begin with, none of us can accurately predict the future.There are the unknown unkowns as popularized by former Wall Street trader Nassim Nicholas Taleb in his book, Black Swan that are impossible to predict because we cannot even imagine that such a thing could happen.Might as well flip a coin to determine whether a program like P6 will survive because the results will be just as accurate.Change is inevitable.I entered high school in 1.My class was the first one not to learn how to use a mechanical slide rule, because hand held calculators were becoming readily available.By the time I graduated in 1.When I graduated from college we were scheduling projects using a mainframe computer.In 1. 98. 3, Primavera Systems released its eponymous scheduling program, Primavera Project Planner P3.Microsoft Project was released the following year.Microsoft does not like competition, to put it mildly.Here is just one example.Like many people, I used Netscape Navigator in the early days of the World Wide Web.Navigator was pretty cheap I recall paying about 3.Gold version. But when Microsoft released Windows 9.Internet Explorer for free.Internet Explorer was clunky compared to Navigator, but hey, free is hard to resist.Bye bye Navigator The irony is that Netscape Navigator started out as a free program to encourage its adoption, not unlike what Microsoft was doing.My first spreadsheet program was Visi.Calc. But unless you are over the age of 5.Microsoft destroyed that product as well with Excel.Lotus 1. 23 and Lotus Symphony were no match for Microsoft either.So imagine you are little ol Primavera Systems facing down the biggest software company in the world.Props for surviving even a few years Granted, P3 was clearly a more robust scheduling program, but Microsoft Project was much cheaper.And it is not like P3 had a big head start.In the early days it would have been very tempting to just buy Microsoft Project.Luckily, the consulting firm I was working for in the 1.P3 instead. It may have had something to do with the fact that Primaveras headquarters were right across the river from our offices.But the reality is that even back then it was not a two horse race, and our firm did consider other alternatives before picking P3.We even hedged our bets by investing in an early competitor of Primavera.Primavera has always had competition and responded accordingly.I still hear from Primavera users who pine for the days of P3.Really I used P3 for nearly 2.DOS version and then Windows.It was like an old friend, my bread and butter scheduling program.But when Primavera P6 came along I kicked P3 to the curb and never looked back.Oh sure, I griped a little during the transition to P6.It was different and required a learning curve.And when I was really busy that was sometimes annoying.I just wanted to get my work done I am sure that most of us feel that way about technology, that sometimes change is not necessarily an improvement Windows 8 comes to mind.The thing is, P6 is better than P3 demonstrably so.I became interested in selling P6 software several years ago for the simple reason that I was convinced it was much better than P3 and would become the new standard for scheduling software.It is ironic that people criticize P6 for both doing too much and too little.I dont need all these features, some will say, while others will ask for more features.Oracle must think we are neurotic, or perhaps ungrateful.Is P6 too complicated Not really pause for chuckles.Okay, so there is a lot going on with this software.I use about 7. 0 of the features on a daily basis, which is why I have never really taught everything there is in P6.If someone like me, a professional scheduler for 3.I am pretty confident that most other users do not need them either.Nevertheless, I mostly schedule construction projects.Primavera P6 was not developed for just one industry, and it certainly would not make much sense that software companies are going to develop scheduling software specific to each industry.There is one exception linear construction such as tunneling projects does have its own standard bearer, TILOS.This program schedules work based on time and location.P6 cannot match that.I look at P6 the same way I looked at my first sportbike.Back in 1. 99. 5 I purchased the most powerful 6.Kawasaki Ninja. It was capable of a top speed of 1.MPH, which was serious velocity for an engine of that size.Redline was 1. 4,5.RPM Formula One race cars costing tens of millions of dollars were only reving to 1.RPM at the time. Did I need that sort of performance Obviously not.But if my bike was that good I knew the only limitation would be my skills.The bike would never let me down.The software will do more than I need it to, and that is the way it should be.Raise your hand if you use every feature in Microsoft Excel.My point exactly.Last week I demonstrated to a manufacturer how to schedule and resource level one of their typical projects where the minimum duration for a task is two minutes and the maximum duration is only two and a half hours.That is not a level of detail I would ever see in a construction schedule.I dont schedule down to the minute of the day.But P6 can do that for people who do.To those who believe that P6 has become stagnant, I would point out that Oracle has made 9.Primavera Systems.How do I know this Oracle has something called the Cumulative Feature Overview Tool.Enter the version of Primavera P6 you are currently using and the version you are thinking of upgrading to, and this tool explains what improvements have been made.Getting back to the so called demise of Primavera P6, I have a pretty good idea which program the author thought was the future of scheduling software.And like many of Primaveras competitors it is more expensive.In this case, you cannot just buy the scheduling module.Instead, you are buying an entire suite of programs related to planning, budgeting, cost and document control.So it is a little ironic this competitor would have the tag line, Features Only Matter If They Get Used.Sure, Primavera P6 can be integrated with other Oracle and non Oracle programs, but it can also function as a standalone program.Many of my customers already have document control, estimating and other software.They just need a scheduling program, not a complete overhaul of their computing system.Other competitors offer standalone scheduling programs, and I am certainly not going to debate the merits of each one here.I know my clients pretty well, and I do not believe they would feel insulted if I stated that I am better at scheduling than they are.After all, I have more than three decades of experience and I still work with this software every single day.I know what they need from a scheduling program.So here is my advice Primavera P6 is your Ninja sportbike.Twist the throttle as much as you want.Fast or slow, it will take good care of you.Software is a bit like evolution.The winners either adapt or die.Programs such as Visi.Calc and Lotus 1.Primavera has had competition since 1.That is not to say that other products wont continue to steal some of Primaveras market share, but if its my money that Im playing with I will continue to put it on a winner.And Primavera is on a winning streak that has lasted more than 3.
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