Diagnostics and Special Filters
Diagnostic Filters
Schedule Slip |
Schedule slip: Forecast phase or project finish later than defined % buffer of start to baseline finish |
Projects |
Overdue Status |
Status overdue: Status AsOf date less than defined days of today's date |
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Phase Inconsistencies |
Phase/project finish earlier than previous finish |
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Demand Out of Bounds |
Projects that have demand before the start and/or after the finish dates |
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No Demand in Project Periods |
Projects that have one or more periods with no demand between the start and finish date periods |
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Skill Assign Issues |
Skill Assignment timing issues (From start period to end period highlight project demand cells where the resource plan includes skill assignments) |
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Overallocated on 1 Assignment |
Assignments with demand in a period > resource capacity |
Assignments |
All Assignments of Overallocated Resources |
All assignments for every resource that is overallocated |
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Shortfall Assignments |
Assignments with shortfall |
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Duplicate Assignments |
Two or more assignments of the same skill or resource from the same node to one project with the same Comment text. |
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Assignment Issues |
Resource doesn't have skill |
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Overutilized Resources |
Show resources who meet the overutilized criteria |
Resources |
Underutilized Resources |
Show resources who meet the underutilized criteria |
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No Primary Skill |
Show resources who do not have a Primary Skill. |
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No Skills at All |
Show resources who have no skills at all. |
Special Filters
Resource Search |
Filter Resource Data and other resource sheets based on multiple criteria related to any resource attributes. The user specifies the criteria in the Resource Search dialog. |
Changed Record Filter |
Filter all Portfolio Data book sheets to display only those records (rows) that have a change flag in the Delta column. |
Filter Phases |
Turn phase filtering on/off per the phase filter specification. |
Set Phase Filter Spec |
Set the phase filter specification: name of phase, as of date, choice of before, after, in phase, or a combination. |
Filter Project State |
Turn project state filtering on/off per the state filter specification. |
Set State Filter Spec |
Set the state filter specification: selection of one or more states; choices to hide inactive projects, filter project sheets, apply the filter in allocation and optimization calculations, or a combination. |
Highlight & Filter Option Commands
Highlight Phase Inconsistencies
Highlight Skill Assign Issues
Skill Assign Issue Options
Highlight Schedule Slip
Set Schedule Slip Criteria
Examples
TBA