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How to create and maintaining tracking layouts in Primavera P6?

Updated: Aug 2, 2020

The Tracking feature allows you to access, display, and manipulate summarized or live project information during a form of formats to perform schedule, cost, and resource analyses.

CREATE TRACKING LAYOUT

The Tracking window is split into two or more panes, depending on the type of layout displayed. The upper left pane, or Project Explorer window, shows the enterprise project structure (EPS) and contains information regarding the available projects. The upper right pane, or Top Layout window,

forever displays the current layout and layout options. Depending on the type of layout you open, the left and right panes is also split horizontally to show further panes on the lower half of the window. These include the Resource Explorer window on the lower left and the Bottom Layout window on the lower right.

Tracking layout types

You can create four types of tracking layouts:

  • Project Tables show project information during a table format. (Top Layout window only).

  • Project Bar Charts show project information during a horizontal Bar Chart format. (Top Layout window only).

  • Project Gantt/Profiles Show project info in columns and Gantt chart format (in the Top Layout window) and time-distributed project information in either spreadsheet or profile format (in the Bottom Layout window).

  • Resource Analysis layouts show resource/project usage info in columns and Gantt Chart format (in the Top Layout window) and time-distributed total resource allocation information in either spreadsheet or profile format (in the Bottom Layout window).

STEP:- ENTERPRISE--->TRACKING


CUSTOMIZING TRACKING LAYOUTS

Depending on the type of tracking layout displayed, you’ll be customizing various aspects of the Tracking window. For instance, you will be able to show only the top or bottom window during a layout and you’ll be able to choose the columns of information displayed in layouts that contain tables and spreadsheets.

GROUPING, SORTING AND FILTERING TRACKING LAYOUTS

Group, sort, and filter information to arrange information into bands, based on a common attribute such as a hierarchy, code value, or resource.

Group and sort data in tracking layouts

In the Top Layout window, click the Display Options bar, then select Top Layout Options, Group and Sort By. Select the data grouping you want to apply to your layout, or customize the grouping. If you select Customize, double-click the Group By field and select the field by which you want to group data. Click Sort to select a sort order for the grouping, then click Apply to preview your selections or OK to save them.

Filter data in tracking layouts

Use filters to show only the data you’d like to see. A filter contains a formula that restricts your view to only the data you require. Click the Display Options bar in the Project Explorer window and select Filters. Click Add within the new row, click the Parameter field and chose a value. Double-click this cell and choose filter criteria. Type a value and click OK.


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