USING GROUP, SORT AND LAYOUTS in PRIMAVERA P6
Group and Sort enables data such as activities in the Activities Window, WBS Nodes in the WBS Window, projects in the Project Window, and many other data items to be sorted and organized under other parameters such as Dates and Resources or user defined Activity and Project Codes. This function is similar to Organize in P3 and SureTrak and Grouping in Microsoft Project and Asta Powerproject.
Layouts is a function in which the formatting of parameters such as the Group and Sort, Columns and Bars is saved and reapplied later. This function is similar to Layouts in P3 and SureTrak or Views in Asta Power Project and Microsoft Project.
A Layout may be edited, saved, or reapplied at a later date and may have a Filter associated with it. Layouts contain the formatting for all options of both the top and bottom pane.
Although Group and Sort is available in many forms, Layouts are only available in a few places including the following Windows:
- Projects
- WBS
- Activities
- Tracking
This chapter will concentrate on how Group and Sort and Layouts are applied in the Activities Window but the same principles apply to the other windows. This chapter covers the following topics:
| Topic | Notes on the Function |
|
Select View, Group and Sort by, Customize. |
| Create, save or edit a Layout | Select either:
|
The Layout bar location is indicated in the following picture:
