In this video, you will learn essential Primavera P6 filtering techniques to:
Filter activities where Performance % and Schedule % Complete are different: Quickly spot tasks where your planned progress doesn't match the actual work done. This is vital for identifying delayed activities in Primavera P6 or tasks that are surprisingly ahead.
Identify activities where Planned Value (PV Cost) and Earned Value (EV Cost) are not equal: Get insights into your project's financial performance and efficiency by flagging cost variances. This helps in understanding Primavera P6 cost analysis and earned value management (EVM) reporting capabilities.
How to filter activities that are planned to be performed but are actually behind schedule: Discover how to isolate tasks where the Schedule % Complete is greater than the Performance % Complete (a positive difference), indicating activities behind schedule in Primavera P6. This is key for taking corrective actions.
How to filter activities performed ahead of schedule: Learn to pinpoint activities where Performance % Complete is greater than Schedule % Complete (a negative difference), showing tasks that are ahead of schedule in Primavera P6. This helps in recognizing efficient work and reallocating resources.
Important Note on Primavera P6 Scheduling: While Primavera P6 offers robust capabilities for EVM analysis and reporting, its core scheduling methodology is primarily CPM-based (Critical Path Method). We'll clarify how to leverage its filtering power for both time and cost analysis effectively.
Master these Primavera P6 reporting techniques to improve your project visibility, make informed decisions, and keep your projects on track. Whether you're a project planner, scheduler, or project manager, these Primavera P6 tips and tricks will elevate your skills!
Video Timestamps
0:00 Welcome & Channel Introduction
0:20 Addressing a Viewer's Question: Why Filter Activities?
0:47 Main Topic: Filtering Activities Where Performance % and Schedule % Complete are Not Equal
1:33 Second Filtering Scenario: Planned Value (PV) vs. Earned Value (EV) Not Equal
2:11 Understanding Primavera P6: CPM vs. EVM (Crucial Clarification)
3:43 How to Filter Activities Behind Schedule
4:16 How to Filter Activities Ahead of Schedule
5:14 Setting Up the Analysis: Adding Schedule % and Performance % Columns
5:50 Step 1: Creating a User-Defined Field for Difference
7:37 Step 2: Applying Global Change for Calculating the Difference
8:47 Step 3: Creating a Filter for "Not Equal to Zero" (General Mismatch)
9:42 Understanding Filter Results: Less Than Zero (Ahead of Schedule)
10:17 Understanding Filter Results: Greater Than Zero (Behind Schedule)
10:38 Applying the Filter for "Activities Behind Schedule"
11:47 Applying the Filter for "Activities Ahead of Schedule"
12:36 Applying the Same Logic to PV vs. EV Cost Differences
13:17 Conclusion & Call to Action
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