Project Planning and Control Using Oracle Primavera P6 - Version 8.2 EPPM WebUSING 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:

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
  • Reformat the Grouping and Sorting of projects in the Projects Window or activities in the Activities Window by opening the Group and Sort form
  • Click on the  icon, or
  • Select View, Group and Sort by, Customize.
  • Create, save or edit a Layout
  • Click on the  icon, or

Select View, Group and Sort by, Customize.

Create, save or edit a Layout Select either:

  • From the menu View, Layout, Save Layout As…, or
  • From the Layout bar Layout, Save As….

The Layout bar location is indicated in the following picture:

layout window in primavera p6

Paul Harris writes training manuals for MS Project and Primavera P6 and Delivers Project Management Training Courses Throughout Australia and the world.  His books are available on Amazon and Kindle