Planning & Scheduling Using Primavera Version 5.0 for Engineering & Construction: Planning and Progressing a Single Project Schedule With and Without Resources In An Established Project Environment

Chapter 13: Group, Sort and Layouts

Overview

Group & Sort allows activities to be sorted and organized under other parameters such as Dates and Resources or user-defined Activity Codes. This function is similar to Organize in P3 and SureTrak and Grouping in Microsoft Project.

Layouts is a function in which the formatting of parameters such as the Group & Sort, Columns and Bars is saved and is similar to Layouts in P3 and SureTrak or Views in Microsoft Project. A Layout may be edited, saved or reapplied at a later date and may have a Filter associated with it.

This chapter will cover the following topics:

Topic

Notes on the Function

  • Reformat the Grouping and Sorting of activities by opening the Group and Sort form:

  • Click on the button, or

  • Select View, Group and Sort .

  • Group and Sort Projects at Enterprise Level

Projects may be Grouped and Sorted at Enterprise level in a similar method to activities in a project.

  • Create or edit a Layout

Select either:

  • From the menu View, Layout, Save As , or

  • From the Layout bar Layout, Save As .

The Layout bar location is indicated in the picture below:

13.1 Group and Sort Activities

The Group & Sort function has been used in this book to group activities under WBS bands.

To reformat the Grouping and Sorting of activities the Group and Sort form is...

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