Filters and Searching

[anchor]Filters [/anchor]allow all objects in the schedule to be searched for based on specific sets of criteria. Filters are often used to generate a list of objects that can then be bulk-edited. For example, to maintain GPM planned dates before exporting to P6, you could filter the schedule for all activities and milestones with drift buffer greater than 0 and apply start-no-earlier constraints to all of them.

The list of objects that results from a filter can also be highlighted or faded on the canvas, and filtering can also be used to find just a single object in the schedule. If you’re just trying to find a specific activity and you know it’s description, you can use the Activity Quick Search instead. Instructions for both are provided.

Steps

[anchor]Applying a Filter[/anchor] (Example: Objects on Planned Dates)

  1. Click Edit > Search and Filter Objects from the menu bar.
  2. Click the down arrow under Objects to Include and add or remove any objects by checking the boxes next to their names. For this example, add Start Milestones and Finish Milestones
    1. Click outside of the list to close it.
  3. Click the down arrow under Options and add or remove any criteria by checking the boxes next to them. For this example, leave them blank.
    1. Click outside of the list to close it.
  4. To activate criteria in the Properties section, click the down arrow next to a given property and change it from IgnoreFor this example, click the down arrow next to Drift Buffer and choose >. In the number control to the right of Drift Buffer, enter 0.
  5. To activate colors, resources, codes, or calendars as a criteria, select one or more items from their corresponding lists. For this example, leave all as Ignore.
  6. When finished, click Add to List.
  7. To modify the results, repeat steps 2-5 and click Refine List.
  8. To add another search to the results, repeat steps 2-5 and click Add to List again.
  9. When finished, click the red X in the upper right corner. The List of Filtered Objects window will remain open with the objects spotlighted in yellow on the canvas.

Working with Filter Results

  1. Follow steps 1-8 above.
  2. To reorder the list, click the down arrow next to Order List By and choose from the options.
  3. To locate an object on the canvas, choose it in the list. The canvas will scroll to it and the object will be boxed in black.
  4. To fade or highlight an object on the canvas, choose it in the list and press Fade or Highlight accordingly.
  5. To reset any fades or highlights, press Restore.
  6. To select one or more objects, mark the selection circle field in between the object icon and the description field, or use the Select All button to select every item in the list.
  7. To edit selected objects in bulk, click Objects > Set Properties for Selected Objects. For more info, see [bookmark postid=”8278″ anchor=”multiple-objects”]Bulk Editing of Objects[/bookmark].
  8. When finished, click the red X in the upper right corner.

Finding a Single Activity

  1. Click Edit > Find an Activity… from the menu bar.
  2. Enter any portion of the description into the box.
  3. If more than one activities results, select one in the list and click Find.
  4. The window will close and the activity will be spotlighted on the canvas.

Notes

Search Criteria

Objects to Include

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By default, activities and delays will be included in the search.

Options

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Criteria Definition
No Successors/ Predecessors Check these boxes to find objects without any successors or predecessors. If both were checked, all unlinked or unconnected objects would result.
After Project Completion Check this box to find any objects that finish after the project completion date.
SNE/FNL Constraints Check these boxes to include any objects which have had their start or finish dates constrained accordingly.
Superimposed On Grids Check this box to find any objects that are overlapping on the same horizontal grid line.
Redundant Link Check this box to include any links that are redundant. For more information, see [bookmark postid=”9346″ anchor=”redundant”]Treating Redundancies[/bookmark].
Properties

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Criteria Definition
Description Fields & ID Search for objects that contain, start with, or match certain characters. Not case sensitive.
Duration, Float, Buffer, Total Float, Drift, Drift Buffer, Link Gap These fields can be searched based on whether or not they are less than, greater than, equal to, or in between a given number.
Criticality Search for critical or non-critical objects.
Color Search for objects of a certain color. Multiple colors can be chosen.
Assignments

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Criteria Definition
Resources Search for objects based on what resources they’ve been assigned. Any will yield objects with ANY resources assigned; None will yield objects with NO resources assigned. Multiple resources can be chosen.
Codes/Values Search for objects based on what values they’ve been assigned. Any will yield objects with ANY values assigned; None will yield objects with NO values assigned. Multiple values can be chosen.
Calendars Search for objects based on what calendar they’ve been assigned.

Criteria Behavior

Parameters under Properties and Options behave as AND-CRITERIA, meaning that an object must match ALL of the parameters chosen to be added to the list. For example, if No Successors is chosen and Superimposed on Grids is chosen, only those objects which have both no successors AND are superimposed on grids will be added to the list.

Parameters under Colors, Resources, and Codes/Values behave as OR-CRITERIA, meaning that an object which matches ANY of the parameters will be added to the list. For example, if Carpenters is chosen and Electricians is chosen, objects which have been assigned carpenters OR electricians will be added to the list.

If you’ve selected ActivitiesNo Successors, Superimposed on Grids, Carpenters and Electricians all together, then activities that have both no successors AND are superimposed on grids that have been assigned either carpenters OR electricians will be added to the list.