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.
By default, activities and delays will be included in the search.
|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].|
|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.|
|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.|
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 Activities, No 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.