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Steps in P3E Activities

4 replies [Last post]
Fri, 2007-02-16 09:40
Mike Mattsey
User offline. Last seen 16 years 45 weeks ago. Offline
Joined: 24 Mar 2006
Posts: 4
Groups: Petro-Chem / Oil & Gas
We recently received a large P3Efile from a customer for an upcoming project. They used the steps feature to detail all of the work for each individual activity code rather than enter each step as an individual activity. We’re not sure how to print the reports to show the steps so that the job foremen can use them in the field. Any solutions? We’re new to P3E, and are hoping that there is a solution.

Hopefully that wasn’t too vague. If you need more information, please let me know.

Regards,

Mike
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Replies

Wed, 2007-02-28 15:30
#1
Mike Mattsey
User offline. Last seen 16 years 45 weeks ago. Offline
Joined: 24 Mar 2006
Posts: 4
Groups: Petro-Chem / Oil & Gas
Thanks for the advice.
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Wed, 2007-02-28 14:34
#2
Marcio Sampaio
User offline. Last seen 11 years 33 weeks ago. Offline
Joined: 7 Nov 2005
Posts: 658
Groups: Petro-Chem / Oil & Gas
Yes, u can use this. But there is no way to see steps on a Gantt Chart.

Regards.
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Sat, 2007-02-17 06:28
#3
Rodel Marasigan
User offline. Last seen 21 hours 26 min ago. Offline
Joined: 25 Oct 2006
Posts: 1699
Groups: Petro-Chem / Oil & Gas
Mike,

You can also use the existing report on P3e.

Tools -> Reports -> Report Group: Schedule
Select "AD-04 Activity Steps" and click wizard wand icon on the right side of your screen.
Click Next and select subject areas or if you’re happy on the default click Next.
Click Columns to select columns you need and rename it if you wanted or accept the default and click Ok.
Click Group & Sort to Organise your activities and change the sorting according to your needs.
You can also click filter to filter only the activities that you required and click Ok.
Click Next and rename your report so remember next time you use it and click Next.
Click Run Report and select Preview to see the output or select ASCII text file and rename your output file with extension “.csv” and it will open automatic in your excel program.
Click Next and Save Report for future use.

Cheer,

Rodel
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Fri, 2007-02-16 22:16
#4
Sufian Malik
User offline. Last seen 17 years 6 weeks ago. Offline
Joined: 24 Nov 2006
Posts: 15
Groups: None
How about creating a report with a hierarchy of resource displaying each activity and then any associated steps.

Open the project
From the Reports window
Add, Select Resources
Next Select Activity Steps - this will automatically add in Activity above it as level 2
Click Next, Now you can add / remove columns as you would in the activity table for either Resource / Activity / Activity Steps
Use Group to display resources according to department or resource code
Use filter to focus on resources working in the open project. Add the following filter: Assigned to current project = yes

Run that and you should have a decent report.

If you want different resources to look at this maybe run report as an ascii text file and then you can manipulate it further using ms office

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