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Define selection profiles

In this menu option you define selection profiles that you can use to specify status combinations for selecting objects (for example, orders or operations). A selection profile is especially useful if you select a large number of objects repeatedly according to the same selection conditions (for example, orders for printing shop papers, for collective release, or for creating order valuations).

Selection procedure

The selection conditions are evaluated top-down. Here the following rule applies:

• Several lines following one another that are linked by an OR are combined and evaluated together. From the block at least one selection condition must be fulfilled.

• AND links blocks or individual conditions. All the blocks or individual conditions linked with AND must be fulfilled. An order is no longer part of the evaluation as soon as a block or individual condition is not fulfilled. That means that with every freshly inserted AND a bracket is inserted around the preceding expressions (conjunctive normal form). To select the desired status combinations a reforming of the selection conditions is necessary.

• In general one can say that OR links more strongly than AND!

Example

You want to define a selection profile with which orders with the following status combinations are selected:

To do this formulate:

But the system interprets:

Thus the original formulation must be reformulated by "multiplying out" to:

Status 'active', 'inactive', or 'never active'

You can also define the state of a status according to which a selection is to be made:

• If you set the state active the system searches for objects where the given status is presently active.

• If you set the state inactive the system searches for objects where the status entered is presently inactive.

• If you set the state never active the system searches for orders where the status entered was never active.

Example

The following is an example of a selection profile that should select all released orders that either have a missing material or a missing PRT.

The selection is carried out in two steps:

• First, all released operations are selected (that is, orders with the active status 'REL').

• Out of this group the system selects all the orders with missing material or PRT availability (that is, orders with the active status 'MMAT' or 'MPRT').

Indicator 'not'

With this indicator you can reduce the effort required when maintaining selection conditions in particular cases. Many status conditions can be represented more simply by setting the indicator 'not'.

Example

Selection conditions without 'not' indicator:

Same selection condition with indicator 'not':

Recommendation

For performance reasons, conditions that limit the selection strictly should be placed at the start of the selection profile.

System status/user status

You can enter both system status and also user status in a selection profile. If you want to select objects according to user status, you must enter the appropriate status profile.

If you have maintained a status profile in the status selection profile, you have to assign this status profile to all objects. Selection is restricted via the status selection profile only if you have assigned the status profile to the objects. If you enter a system status in addition to entering a status profile, the system will ignore it unless it has been assigned to the status profile.

The status profile is assigned to the objects via

• the project profile for the project definition and the WBS elements

• the network type for the network header and the activities

Language dependence of a selection profile

If a selection profile has been created in a language then it can be used in all languages defined in the system. If user statuses are defined in a selection profile then you should make sure that the user statuses are translated in the corresponding status profile. If no translation exists then you must enter the user status in the language in which it was created.

Action

Define your own selection profiles if necessary.