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prim12495:Why do layouts change back to their old format?

April 18, 2013, 10:53 pm
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Solution ID: prim12495
Why do layouts change back to their old format?
Status: Reviewed
Version(s): 3.x

Problem: Why do layouts change back to their old format?
Problem: I customized my layouts but they recently switched back to how they used to be.
Fix: Did you recently receive a backup (updated) copy of the project from someone (in PRX or STX format)?

When projects are restored to a location where they already exist, the previous version is overwritten.  This includes the project-specific layout.


‘Shared layouts’ will also be overwritten if ‘Include shared layouts’ is selected on the restore dialog box.
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prim12609:Event: AVAA0 when opening a project.

April 19, 2013, 4:05 pm
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Solution ID: prim12609
Event: AVAA0 when opening a project.
Status: Reviewed
Version(s): 4.0, 4.1, 5.0, 6.0, 6.1, 6.2, 6.2.1

Problem: Event Code: AVAA0-1243-E when opening a project
Problem: Event: AVAA0-1265-0 when opening a project.
Problem: AVAA errors
Cause: This appears to be related to the configuration of the layout.
Fix: In this case, once the project opened there was no activity table or gantt chart.

To resolve this:


1.  Click OK on the error message. 


2.  After the project opens, in the Activity view, add the activity table and gantt chart.


3.   Navigate to View, Layout, Save.


4.  Attempt to open another project.  The error should not appear.
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prim13102:How to change the number for a Change Order document – v8.x

April 21, 2013, 1:31 pm
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Solution ID: prim13102
How to change the number for a Change Order document – v8.x
Status: Reviewed
Version(s): 8.0, 8.5

Problem: How to change the number for a Change Order document.
Problem: Renumber a Change Order.
Fix:

Because the Change Order number is a red non-editable field, the only way to change the number is to generate a new Change Order using the generate wizard.  Once it is confirmed that the new Change Order contains the correct information, delete the original document with the invalid change number.




  1. Open the Change Order with the incorrect change number.
     


  2. Choose  Tools, Generate a Document.
     


  3. Choose Generate and click Next.
     


  4. Choose CO – Change Order from the list of document types, then click Next.  Note:  Do not click FINISH until the wizard is complete.
     


  5. Choose whether you want to generate a Single Change Order or Multiple copies, then click Next.
     


  6. Choose Yes to link the new Change Order to the same issues as the original, then click Next.
     


  7. Verify the To and From contacts, then click Next.
     


  8. Verify the associated contract and correct the change number.  Click Next. 
     


  9. Choose whether or not you want to roll costs forward for this Change Order, then click Finish.
     


  10. Verify the new Change Order is correct, then delete the original Change Order.

 
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prim13131:Can multiple curtains be added to a layout?

April 21, 2013, 5:45 pm
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Solution ID: prim13131
Can multiple curtains be added to a layout?
Status: Reviewed
Version(s): 3.5, 3.5.1, 3.x, 4.0, 4.1

Problem:

Can multiple curtains be added to a layout?
Fix: The ability to add multiple curtains to a layout is an existing Enhancement Request.
Fix: This feature has been added in Version 5.0.
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prim13293:What information is not converted when importing a project from P3 into Project Manager version 4.x?

April 23, 2013, 2:29 pm
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Solution ID: prim13293
What information is not converted when importing a project from P3 into Project Manager version 4.x?
Status: Reviewed
Version(s): 3.5, 4.0, 4.0, 4.1, 4.1, 5.0, 6.0, 6.1, 6.2, 6.2.1

Problem: What information is not converted when importing a project from P3 into Project Manager version 4.x?
Fix:

  • Only one resource can be assigned to a milestone type activity in Project Manager. If multiple resources are assigned to a milestone activity in P3, only the first resource will be assigned as a primary resource to the activity in Project Manager. All other resources become expenses.
  • Past period actuals
  • Webster timesheet information is not converted (including user to resource mappings and Webster TIME project for personal time).
  • Two resource limits – normal and max. Project Manager only has one limit (only the max is imported).
  • Leveling settings
  • The following Autocost rules:


    • Calculate variance as Budget – EAC or EAC – budget

    • Perform these calculations during each schedule computation

    • Apply these rules when moving from one Cell or Resource to another
       

General information



  • Scheduling option for Contiguous vs Interruptible
  • Interproject relationships
  • Suspend and Resume dates - Imports into v5.0 
  • Zero Total Float constraint
  • Access rights (Read/Write, Read Only, Restricted)
  • Fragnets
  • P3 users are not converted to Project Manager users
  • Activity ID codes
  • Aliases
  • Global change specifications
  • Report specifications
  • Layout specifications including header and footer settings
  • Filters
  • Infomaker reports
  • Targets must be converted separately and relinked in Project Manager
     
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prim13406:How To: Create an advanced filter within a layout based on Today’s Date – Oracle

April 24, 2013, 5:22 am
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Solution ID: prim13406
How To: Create an advanced filter within a layout based on Today’s Date – Oracle
Status: Reviewed
Version(s): 10.0, 10.1, 11.0, 11.1, 12.0, 12.1, 13.0, 9.0

Problem: How To: Create an advanced filter within a layout based on Today’s date
Fact: Database: Oracle
Fix:

  1. Go to the module the layout will be modified for
     

  2. Go to Customize Layouts (in the layouts drop down box)
     

  3. Modify or create a layout
     

  4. Create a New Filter
     

  5. Click on Advanced Filter
     

  6. Put the following syntax in the advanced filter box:

    <column to be filtered on> = get_today()

    For example:

    change_date = get_today()

For more information on how to create an advanced filter, please see solution: 200342995517 - How To: Create a new filter and an advanced filter in a Layout
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prim13419:Can filters be transferred between databases?

April 24, 2013, 7:56 am
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Solution ID: prim13419
Can filters be transferred between databases?
Status: Reviewed
Version(s): 4.0, 4.1, 5.0

Problem: Can filters be transferred from one database to another?
Fix: This issue is an existing Enhancement Request. It will be considered for a future release

Note: When transferring layouts, the filter will appear with the layout, but you won’t be able to modify it and it won’t be added to the Filter Dictionary.  Once you change the filter on that layout, it will be gone for good.
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prim13473:How To: Create an advanced filter within a layout based on Today’s Date – Sybase

April 24, 2013, 1:42 pm
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Solution ID: prim13473
How To: Create an advanced filter within a layout based on Today’s Date – Sybase
Status: Reviewed
Version(s): 10.1, 11.0, 11.1, 12.0, 12.1, 13.0, 9.0, 9.1

Problem: How To: Create an advanced filter within a layout based on Today’s date
Fact: Database: Sybase
Fix:

  1. Go to the module the layout will be modified for
     

  2. Go to Customize Layouts (in the layouts drop down box)
     

  3. Modify or create a layout
     

  4. Create a New Filter
     

  5. Click on Advanced Filter
     

  6. Put the following syntax in the advanced filter box:

    date(<column to be filtered on>) = date(today())

    For example:

    date(change_date) = date(today())

For more information on how to create an advanced filter, please see solution: 200342995517 - How To: Create a new filter and an advanced filter in a Layout
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prim13726:How to print just the Resource profile, without the activity columns/bars

April 25, 2013, 6:29 pm
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Solution ID: prim13726
How to print just the Resource profile, without the activity columns/bars
Status: Reviewed
Version(s): 3.x, 4.0, 4.1, 5.0, 5.1, 6.0, 6.1, 6.2, 6.2.1, 7.0

Problem: How to print just the Resource profile, without the activity columns/bars
Problem: How can I print only the resource profile or spreadsheet without printing the activity columns or bars?
Fix: 1. Confirm that the Resource Profile is visible in the layout (to show the Resource Profile, go to View, Show on bottom, Resource Usage Profile).

2. Go to File, Page Setup, and select the Options tab. Confirm that only the ‘Profile’ option is selected in the ‘Print’ section.  Uncheck the options for Activity Table and Gantt Chart.
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prim13737:Error: “Not enough storage is available to process this command.” when publishing a Tracking View layout

April 25, 2013, 7:41 pm
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Solution ID: prim13737
Error: "Not enough storage is available to process this command." when publishing a Tracking View layout
Status: Reviewed
Version(s): 4.0, 4.1

Problem: Error:  ”Not enough storage is available to process this command.” when publishing a Tracking View layout
Cause: The layout may be damaged.
Fix: If other Tracking layouts publish without generating the error, re-create this layout and publish.
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prim13851:Cannot select multiple activities

April 26, 2013, 5:55 pm
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Solution ID: prim13851
Cannot select multiple activities
Status: Reviewed
Version(s): 3.1

Problem: Cannot select multiple activities via Shift-CTRL click.
Problem: Unable to select multiple activities
Fix: The layout file is damaged, see solution prim5877: How to fix a damaged layout.
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prim13857:How To: Create an advanced filter within a layout, based ona Date Field – Oracle

April 26, 2013, 6:32 pm
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Solution ID: prim13857
How To: Create an advanced filter within a layout, based on a Date Field – Oracle
Status: Reviewed
Version(s): 10.0, 10.1, 11.0, 11.1, 12.0, 12.1, 13.0, 9.0, 9.1

Problem: How To: Create an advanced filter within a layout, based on a Date Field – Oracle
Fact: Database: Oracle
Fix:

  1. Browse to the module for the layout to be modified.
     

  2. Go to Customize Layouts (in the layouts drop down box)
     

  3. Modify or create a new layout
     

  4. Create a New Filter
     

  5. Click on Advanced Filter
     

  6. Enter syntax in the Advanced Filter box, as in the below example:

    <column to be filtered on> = <dd-mmm-yyyy>

    Example:

    change_date = ’01-Sep-2004′

For more information on creating an advanced filter, see solution: 200342995517 - How To: Create a new filter and an advanced filter in a Layout
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prim13903:How to create a blank schedule that still shows column titles

May 6, 2013, 7:13 pm
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Solution ID: prim13903
How to create a blank schedule that still shows column titles
Status: Reviewed
Version(s): 3.0

Problem: How to create a blank schedule that still shows column titles
Fix: SureTrak has no automatic way to do this.  However, here are a couple workarounds.

Workaround 1:


1. Go to Edit, Copy Picture


2. Select the part of the blank schedule with your mouse.


3. Open MS Paint.  It is usually found in Windows under Start, Programs, Accessories.


4. Paste the picture into MS Paint in Edit, Paste.


5. Print from MS Paint.


Workaround 2:


1. Create a new layout by going to View, Layouts and click the “+” button and give the new layout a name.  Then click the Apply button and when it prompts you to save changes to the layout click Yes.


2. Then create a large number of activities into your schedule.  One way to do this is to go to Insert, Recurring Activity then put in a duration of 0.  Then in the Time Span area have it recurr for 100 occurences or more.  That should populate your schedule with many activities with no descriptions.


3. Go to Format, Columns and replace those columns that automatically have information in them and replace them with Log Text fields from 1 through 10 for each column.  Then replace the Column Title with the column titles that were originally in there.  For example, you can replace the Activity ID column with Log Text 1 and then rename the Column Title with “Act. ID.”



4. Print your new, blank schedule.
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prim13920:Can I add the database short_name for fields that are not in the drop down menu for layout Headers / Footers?

May 6, 2013, 11:40 pm
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Solution ID: prim13920
Can I add the database short_name for fields that are not in the drop down menu for layout Headers / Footers?
Status: Reviewed
Version(s): 3.5.1, 4.0, 4.0, 4.1, 4.1

Problem: Can I add the database short_name for fields that are not in the drop down menu for layout Headers / Footers?
Fix: This issue is an existing Enhancement Request. It will be considered for a future release
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prim13983:Can I display different colored bars for different levels in the WBS View?

May 7, 2013, 6:17 am
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Solution ID: prim13983
Can I display different colored bars for different levels in the WBS View?
Status: Reviewed
Version(s): 4.0, 4.0, 4.1, 4.1, 5.0, 6.0

Problem: Can I display different colored bars for different levels in the WBS View?
Fix: This issue is an existing Enhancement Request. It will be considered for a future release

Workaround


It is possible to create a filter on a bar so that it only applies to certain activities.  This functionality can be used to workaround and create different coloured bars for different WBS levels.  To achieve this:


1.  Select View, Bars


2.  Create enough new bars to cover all the types of bar you use for each WBS node.



Note: The norm is to use at least:



  • an Actual Bar (default is green) to show actual work

  • a Remaining Bar (default is dark blue) to show remaining work

  • a Critical Bar (defailt is red) to highlight critical activities

And often milestone bars etc.


3.  Set up filters for each of the WBS nodes you will use.  Each bar will need the usual filters applied for that bar type, plus the filter to select the WBS.



e.g. for WBS 1′s Remaining Work bar, I have the filters Normal, Non-Critical and WBS1 selected (be sure the filter is set to show activities which match all selected filters and to Replace activities shown in the current layout):



4.  Move all the new bars to the bottom of the list using the Shift Down button



Note: If you wish, you can also switch off the original bars



The resulting bars would look like this:



 
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prim14032:Network loop encountered error when adding a predecessor

May 7, 2013, 8:46 am
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Solution ID: prim14032
Network loop encountered error when adding a predecessor
Status: Reviewed
Version(s): 3.0

Problem: Network loop encountered error
Cause: A network loop is created when, for example, a relationship is added from a successor activity back to its predecessor activity.
Fix: The error window displays the activity that would create the loop if the relationship is added. Trace the predecessor and successor relationships to determine the activity that would cause the network loop. View the PERT layout to see the activities and relationships graphically.
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prim14157:How to print a layout

May 8, 2013, 8:36 pm
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Solution ID: prim14157
How to print a layout
Status: Reviewed
Version(s): 10.0, 10.0i, 10.1, 10.1i, 11.0, 11.1, 9.0, 9.1

Problem: How to print a layout
Fact: Expedition 9.x, 10.x, 11.x.
Problem: Layouts.
Problem: Print customized layouts.
Problem: Print log windows with customized layouts.
Fix:

  • To print the log exactly as it appears on the screen, choose File, Print from your Web browser.
     

  • Preview and print logs “as is” in Microsoft Excel (which includes printing selected layouts), keeping the formatting of the current log layout.  Any layouts (grouping, filtering, or sorting) will preview and print as-is.  To use this feature, open a log and choose Select an Action, Send to Excel, then click Go.  When the log opens in Excel, you can use Excel’s functionality to print the log.  Refer to the Microsoft Excel Help for more information on using Excel.
     

  • To get a specific set of results from a module to print, a report can also be customized in InfoMaker.
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prim14175:How to compare budgeted and actual quantities?

May 8, 2013, 11:46 pm
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Solution ID: prim14175
How to compare budgeted and actual quantities?
Status: Reviewed
Version(s): 3.0, 3.0a, 3.0b, 3.x

Problem: How to compare budgeted and actual quantities?
Problem: How to determine if an activity took longer than expected?
Fix:

Assumptions:



  • Resources are already defined

  • Budgeted quantities (hours) were established, per activity, before the activities began

Click: Format, Columns and add the Completion Variance Quantity column to your layout.



(Completion Variance Quantity = Budgeted Quantity – Quantity At Completion)

A positive C.V.Q. value means the activity is going to finish sooner than expected.
A negative C.V.Q. value means the activity is going to finish later than expected.
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prim14229:How to open an Activity Network Positions file (*.ANP)

May 9, 2013, 6:15 am
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Solution ID: prim14229
How to open an Activity Network Positions file (*.ANP)
Status: Reviewed
Version(s): 3.5, 3.5.1, 4.0, 4.0, 4.1, 4.1, 5.0, 6.0, 6.1, 6.2, 6.2.1

Problem: How to open an Activity Network Positions file (*.ANP)
Fact: Activity boxes have been manually moved by user
Fact: Activity network position changes were saved in an *.anp file
Problem: When opening a custom layout, the activity boxes in the activity network view, are not in previously saved positions.
Cause: Opening a custom layout does not load *.anp files that have been saved by the user.
Fix: Activity Network Position files (*.anp) must be manually loaded after layout is opened.

NOTE:  You must be in Activity Network View to open ANP files.


To open a ANP file:  



  1. Choose View, Activity Network, Open Network Positions.

  2. You will be prompted to save current positions.  Click No if you do not want to save the current positions.

                              


   3.  Browse to the folder containing the desired ANP file. 


                      


       4.  Open the ANP file. 

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prim14380:How to Configure Primavera Contractor 4.1 to Import from Expedition 8.5, 9.x / Contract Manager 10.x, 11.x

May 9, 2013, 10:45 pm
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Solution ID: prim14380
How to Configure Primavera Contractor 4.1 to Import from Expedition 8.5, 9.x / Contract Manager 10.x, 11.x
Status: Reviewed
Version(s): 10.0, 10.0i, 10.1, 10.1i, 11.0, 4.1, 8.5, 9.0, 9.1, 9.1i

Problem: How to Configure Primavera Contractor 4.1 to Import from Expedition 8.5, 9.x / Contract Manager 10.x, 11.x.
Problem: How to import project data from Expedition / Contract Manager into Primavera Contractor.
Fix: SEE ALSO: prim47458 - ”Can Primavera Contractor 5.0 work with Expedition 8.5, 9.x /Contract Manager 10.x, 11.x?”
Fix: To link to Expedition / Contract Manager:

1. In Primavera Contractor, click on Project, Project Properties.



2. Click on the Expedition tab on the left side of the form.


 


3. Check the box ‘Allow this product to link with Expedition’


        


4.  Enter the following required information:


        – Expedition Project Name


        – Data Source or Group Name


        – URL Address for Expedition 9.x, 10.x, or 11.x.  You do not need to enter anything in the field if you are connecting to Expedition 8.5.


5.  Go to File, Import From Expedition and place a check in the boxes next to all of the fields to import. 


     


6.  Click on Import to retrieve the project data. 


7.  You will receive the following warning after clicking Import:


   ‘Schedule, cost, and dictionary information are about to be imported from Expedition, overwriting the current project.  You may want to backup the project before proceeding.  Click Cancel to return to the schedule and create a backup, or click OK to import the information now.’


               


8.  Click OK to continue or Cancel if you wish to backup the current project. 


9.  To view Expedition Documents, click View, Show On Bottom, Activity Details.  


10.  Then click View, Bottom Layout Options and double click on ‘Expedition Docs’ from the available tabs. 


   


11.  Under the Expedition Tab, click ‘Refresh’ to view the most current documents.
Fix: See also: Solution ID: prim19149 ”How to configure Expedition 9.x / Contract Manager 10.x, 11.x to connect to Primavera Contractor.”
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