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  Process Project Analysis Results

Use

You can process the results of the project analysis in various ways, including: This includes:

  • hierarchical or tabular display

  • sort project results (only in table display)

  • filter results selection display (only in table display)

  • sum numeric columns and show subtotals (only in table display)

  • Defining and displaying layouts

  • download evaluation results (only in table display)

  • Exporting evaluation results to Microsoft Excel

Sort

Proceed as follows:

  1. Choose Sort in Ascending Order or Sort in Descending Order in the evaluation list.

    The system lists all fields available.

  2. Put fields from the field list in the sort fields list. The field sequence is significant.

    The top sort field in the Sort Fields list is the first sort criterion.

  3. Choose Copy .

    The analysis list is sorted as defined.

Filter

Proceed as follows:

  1. In the analysis list, select the headers of all columns that you want to filter.

  2. Choose Set Filter .

    You select filter criteria from among the columns that you have selected.

  3. Enter a value or a term as your filter criterion.

    You can specify a restriction interval with the Multiple Selection symbol. You can use relational operators.

  4. Choose Continue .

    The list is filtered according to your criteria.

    To remove your filter, choose Delete Filter .

Totals

Proceed as follows:

  1. In the analysis list, select the headers of all columns that you want to sum.

  2. Choose Sum Values .

    A new row is appended to the list, with the totals of the selected columns.

You can calculate subtotals for sorted columns.

Proceed as follows:

  1. Select the header of a column in the analysis list that contains values that cannot be summed, such as the Project team members column.

  2. Choose Subtotal .

    The system displays a new row after each change in the column selected, that shows the subtotals of the values added up previously.

Define and display display variants

You adjust the layout of the evaluation result through Current Display Variant . You can save this layout as a display variant, for reuse at a later date.

Proceed as follows:

  1. Choose Save

  2. Enter a name and a description for your display variant.

  3. Set the User-Specific checkbox if the display variant is not to be available to other users.

  4. Specify whether you also want to save the sort and subtotals criteria in your display variant.

  5. Confirm your entries.

    Your settings are saved as a display variant. To display it again later, choose Select .

Display project

You can navigate to the project view for a project selected in the analysis list. Proceed as follows:

  1. Select a project in the evaluation list by positioning the cursor in the corresponding line and double-click.

  2. You can use the project view as usual and change it as required.

    Choose Back to return to the analysis list.

  3. If you change the project view, you must perform your analysis again.

Downloading evaluation results

Proceed as follows:

  1. Choose Local File .

  2. Select the list/table save format.

  3. Specify the file name and directory in which you want to save the analysis results.

    Note Note

    Specify the file name extension explicitly.

    End of the note.

  4. Save your entries.

Exporting evaluation results to Microsoft Excel

You can export the analysis results directly to MS Excel for editing. Proceed as follows:

  1. Choose Table Calculation.

  2. Choose Table and Microsoft Excel in the following dialog box.

  3. You can save the exported table.