Advanced (Correlation) – Schedule

The Correlation page allows the user to correlate the duration of the tasks in selected project.  Each task can be correlated to one or more tasks.  Correlations can be done in two ways; Manual and Group correlation.

 

Figure 1

 

In Manual Correlation

2.9.1 Add Correlation:

This functionality is used to add correlations to a selected task.

Steps:

  1. Simulations —>Advanced —>Correlation —> Manual Correlation
  2. Click on the empty cell under the Task ID or Task name column. (Figure 1)
  3. A pop up appears where the task for correlation is selected. (Figure 2)
  4. Another pop up appears where correlates to the task are selected. (Figure 3)
  5. Tick the check boxes corresponding to each task to be correlated with their correlation coefficients and click SAVE. (Figure 3)

Figure 2

 

Figure 3

 

2.9.2 Delete Correlations:

DELETE INDIVIDUALLY

This functionality is used to delete or remove correlations individually.

Steps:

  1. Simulations —>Advanced —>Correlation —> Manual Correlation
  2. Click DELETE An alert box appears.  (Figure 4)
  3. Click OK to remove or click Cancel. (Figure 4)

Figure 4

 

DELETE ALL CORRELATIONS

This functionality is used to delete or remove all correlations in the scenario.

Steps:

  1. Simulations —>Advanced —>Correlation —> Manual Correlation
  2. Click DELETE ALL CORRELATIONS An alert box appears.  (Figure 5)
  3. Click OK to remove or click Cancel. (Figure 5)

Figure 5

 

2.9.3 Show Column Order:

This functionality helps the user to rearrange the correlation columns.

Steps:

  1. Simulations —>Advanced —>Correlation —> Manual Correlation
  2. Click the SHOW COLUMN ORDER (Figure 1) The default column order appears as in Figure 6.

Figure 6

 

The functionality consists of two lists, Available Fields and Hidden Fields.  Available Fields (Figure 6) contains all the columns added in the correlation.  Hidden Fields (Figure 6) displays the fields that are removed from the Available Fields.  A field can be added to the Available Fields list using the Add button.  All fields under the Hidden Fields list can be moved to the Available Fields list using the Add All button.

A single field from the Available Fields list can be moved to the Hidden Fields list using the Remove button.  If the Available Fields list contains more than one field and the user needs to move them all to the Hidden Fields list, they can use Remove All button.

The fields in the Available Fields can be rearranged by selecting the field and clicking the First, Up, Down or Last button accordingly. (Figure 6)

Users with Read/Write access can enter a new Column Order Name and set that order as default by checking the Set as default option (Figure 7). Only a single order from the list will be set as default at a time.

Figure 7

 

2.9.3.1 Reset Column Order:

This functionality cancels the change done and resets the pre defined column order. (Figure 7)

 

2.9.3.2 Save Column Order:

This functionality is used to save the newly entered Column Order Name to the list with the field changes made. (Figure 7)

 

2.9.3.3 Delete Column Order:

Any new column order other than the default one can be deleted. (Figure 7)

 

2.9.4 Filter Data:

This functionality is used to filter the data according to a particular field and its selected values for task.

Steps:

  1. Simulations –>Advanced—>Correlation —> Manual Correlation
  2. Select the required column from the Filter by (Figure 1) 
  3. Enter the value in the textbox provided or select a value from the drop down based on which filtering is to be done. (Figure 8) While giving conditions with `select multiple´ option to filter, a pop up appears (Figure 9) where the multiple risks can be selected.

Figure 8

 

       4.Click the filter icon (Figure 8). The filtered data will be displayed.

Figure 9

 

In Group Correlation

2.9.5 Add Group:

This functionality is used to add a group correlation by giving criteria based on which the correlations are created.

 

Figure 10

Steps:

  1. Simulations —>Advanced —>Correlation —> Group Correlation
  2. Click ADD GROUP button and select field, criteria and its value, and correlation coefficient based on which the correlations are given. (Figure 10)
  3. Click SAVE (Figure 10)
  4. To edit a group, click Edit icon and then save the changes. (Figure 10)
  5. To delete a group, click Delete (Figure 10)

 

2.9.6 Create New Correlation Group:

This functionality is used to create a new correlation group with multiple filters.

Steps:

  1. Simulations —>Advanced —> Correlation —>Group Correlation
  2. Click CREATE NEW CORRELATION GROUP button to add correlation groups. (Figure 10)
  3. A pop up appears where the groups are created with a correlation group name and click SAVE (Figure 11)
  4. Click the ADD FILTER to add another filter in the correlation group. (Figure 11)

Figure 11

 

The newly created correlation group is shown in the value combo and used to filter the tasks by selecting correlation group from the field dropdown with its criteria.  (Figure 12)

Figure 12

 

2.9.7 Delete Correlation Groups:

This functionality is used to delete the existing correlation groups.

Steps:

  1. Simulations —>Advanced —>Correlation —> Group Correlation
  2. Click DELETE CORRELATION GROUPS (Figure 10)
  3. A pop up appears where the existing correlation groups are selected and click DELETE (Figure 13)

Figure 13

 

2.9.8 Delete All Correlations:

This functionality is used to delete or remove all correlations in every groups.

Steps:

  1. Simulations —>Advanced —>Correlation —> Group Correlation
  2. Click DELETE ALL CORRELATIONS An alert box appears.  (Figure 10)
  3. Click OK to remove or click Cancel. (Figure 14)

Figure 14

 

2.9.9 Import from XLS:

This functionality is used to import the correlations from an .xls file.

Steps:

  1. Simulations —>Advanced —>Correlation —> Group Correlation
  2. Click IMPORT FROM XLS (Figure 10)
  3. Click CHOOSE FILE button to browse the file. Map the fields and click IMPORT VALUES (Figure 15)

Figure 15

 

2.9.10 Quick Search:

This functionality is used to search the correlations by filtering the values according to the fields and criteria set in groups.

Steps:

  1. Simulations—>Advanced—>Correlation —> Group Correlation
  2. Select the required column from the Quick Search (Figure 10) 
  3. Enter the value in the textbox provided or select a value from the drop down based on which search is to be done. (Figure 16)

Figure 16

 

2.9.11 Export to XLS:

This functionality is used to export the correlations that are added in this page to an .xls file.

Steps:

  1. Simulations—>Advanced—>Correlation —> Manual Correlation/Group Correlation
  2. Click EXPORT TO XLS (Figure 1 and Figure 10)


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