Schedule sheets and earned value sheets share the CBS code associated with schedule sheet activities. (For more information about this, see the Schedule Manager setup instructions in the Unifier Administration Guide.) Because of this association, earned value sheets can display schedule sheet data, and you can filter this data by CBS codes. You can graph filtered data and view the results by currency or percentage.
If your administrator included an "Activity Earned Value Filter" field on the schedule sheet attribute form, you can further refine earned value filters by activity criteria, such as progress. If this field is on the form, you can include or exclude specific activities from the Master Schedule Sheet.
To create a filter
- From the Edit menu, choose Filters. The Setup Filters window opens.
- Click Add. The Add filter window opens.
- Name the filter.
- Select one or more segments of a CBS code to create the filter.
- Click OK to save the filter.
To change a filter
- From the Edit menu, choose Filters. The Setup Filters window opens.
- Click Edit. The Modify Filter window opens. You can rename the filter, or change the CBS segments.
To remove a filter
- From the Edit menu, choose Filters. The Setup Filters window opens.
- In the Setup Filters window, highlight the filter and click Remove.
- Click Yes in the confirmation window.
This action cannot be undone.
To apply a filter to the EV sheet
- Open the EV sheet in which you want to filter data.
- From the Edit menu, choose Filters. The Setup Filters window opens.
- Select the filter you want to apply and click Apply Filter.
The EV sheet will display only those rows that meet the filter condition. You can graph the filter data and view it by currency or percentage.
- To restore all the rows to the EV sheet, click [Cancel Filter].