The Oracle | Primavera Risk (Pertmaster) view menu contains options to customize the working areas, show & hide toolbars, and filter & sort activities.
Video Walkthrough of the Oracle | Primavera Risk (Pertmaster) View Menu (Duration: 7 min: 59 sec)
View Menu Item: Workspace >, Sheet >, View >, Recent Views
The Workspace, Sheet, and View menu options are all very similar on their sub-menus. Pertmaster allows users to create, load, or save custom layouts. The menu options are fairly easy to navigate. The Primavera Risk definition of workspace, sheet, and view are the keys to navigating this section.
In Pertmaster a view can be added to a viewable area on the screen. For example, a user can add a resource graph and PERT chart view and see those along with the Gantt chart simultaneously. A view is an area added to an existing sheet. Primavera Risk has tabbed sheets similar to Microsoft Excel. Custom tabs can be saved that will keep the arrangement of cells. Each tab is a separate work area and sorting & filtering will only affect the active sheet. A workspace is considered a compilation of all sheets in an open project. If a user creates multiple custom sheets that will be reused, then they can save all of the sheets in a custom workspace. Views are a part of a sheet and the configuration of multiple sheets makes a workspace.
View Menu Item: Logic View Settings…
The Primavera Risk logic view allows users to trace the logic on the Gantt chart view by simply clicking an activity. The logic view settings can be adjusted to show a user defined number of predecessors or successors when a task is selected. Users have 2 options to trace the logic. The logic can be traced on a single view by selecting the “Can track logic within itself” option. When an activity is clicked the active view will automatically filter based on the logic trace options. The second option is to have 2 separate functioning Gantt chart views open. Users can then set one of the Gantt views as click-able and the other view displays the filtered data.
View Menu Item: Synchronize Timescales
When a sheet has more than one view there is a timescale above each chart or graph. Multiple timescales for items such as Gantt charts and resource views can be synchronized by clicking the synchronize timescale button. This will put the timescales in perfect alignment and as one timescale is changed another will automatically reflect the changes. This option can be useful for many functions such as the logic views and resource graphs. A user could view or print a Gantt chart with the same time scale as a resource to view not only activity durations but where resources are over-allocated.
View Menu Item: Filter, Sort (F4)
The filter and sort options in Pertmaster will seem very familiar for users of Microsoft Excel. Both the filter and sort functions will be usable on visible or hidden column data. When clicking Filter, users are able to load existing saved filters or create and save a new filter. Complex filters can be created which allow the user to sort based on data in multiple columns. A check box exists that allows parent activities or WBS items to be shown or hidden. The Sort option is also very similar to Excel. Users can sort based on multiple columns based on the order created in the sort view. A check box exists that allows the user to Keep Summary Task Structure. If this option is checked, then activities will be sorted under their WBS element. If the item is unchecked, then all items will be sorted outside of their hierarchy.
View Menu Item: Filter Task Predecessors, Filter Task Successors
The Filter Task Predecessors & Successors options will show a chain of activities that is logically before or after an activity. For example, if Filter Task Predecessors is selected, then the chain of predecessors to the selected activity will be shown and the successors will be hidden or filtered from the active view.
View Menu Item: Sidebar, Task Details, Status Bar, Toolbars >
The options above are menus or sections that can be hidden. The sidebar has quick links that attempt to simplify the Primavera Risk tool by guiding the user through a sequential risk process. The task details are the navigation pane which is shown at the bottom of the screen. The navigation pane allows users to find any data without adding a heading to the column view. The status bar is below the Task Details navigation pane and shows a few pieces of data such as total cost, filter & sort applied, and plan finish date.
View Menu Item: Export View Contents
The Export View Contents option exports all column data from the current view into a .csv file which can be opened in Microsoft Excel.