The Open Project dialog box also presents different types of filters that may be used
to narrow the number of PPRs displayed from the selected project. Filters can be set for processes, products and
resources stored in the selected project.
When loading processes, products and resources, these filters are applied and the document will be populated such that only the those objects which fit the criteria of the defined filters will be loaded in the document. The following types of filters are supported: |
|||||||||||||||||||||||||
Applying filters |
|||||||||||||||||||||||||
Using the Component Filter
Using the Extended Effectivity Filter
|
|||||||||||||||||||||||||
Using the Date Effectivity FilterThe Date Effectivity Filter allows for the selection of products, processes and resources based on an effective date range. |
|||||||||||||||||||||||||
1. | Click the button of the Date Effectivity Filter to display the Select Date Effectivity dialog box: | ||||||||||||||||||||||||
2. | Select the Date Mode. The Date Mode section allows for three different modes of date selection:
|
||||||||||||||||||||||||
3. |
Select the Date Range.
|
||||||||||||||||||||||||
4. | Select the Filter Mode(s). The Filter Mode section determines how the Start and End Dates are applied. Each filter is represented by:
The five filters may be used in any combination, and are defined as follows:
|
||||||||||||||||||||||||
Using the Line FilterThe Line Filter allows for the selection of products, processes and resources based on a line number. |
|||||||||||||||||||||||||
1. |
Click the button of the Line Filter to display the Select Line Number dialog box. |
||||||||||||||||||||||||
2. |
Select the desired line number and click OK. |
||||||||||||||||||||||||
Using the Label FilterThe Label Filter allows for the selection of products, processes and resources based on a defined label. |
|||||||||||||||||||||||||
1. |
Click the button of the Label Filter to display the Select Label Filter dialog: The labels and names may be sorted by clicking on either the Label or Name column headers. |
||||||||||||||||||||||||
2.
|
Select the desired label filter and click OK. | ||||||||||||||||||||||||
Using the Attribute FilterThe Attribute Filter allows for the selection of products, processes and resources based on a user-defined set of attribute criteria.
Adding a new product or resource attribute filter
Saving a filterThe Save button is used to save a filter for reuse. Filters are saved in the database and available for any user from any machine via the Load button (described below), and are assigned to the master Plantypeset of the current project. When the Save Filters dialog is displayed, use the checkboxes to select a filter type to save and enter the name of the filter(s) to save in the Name field:
The Save filter against loaded process option is available is disabled when defining attribute filters at project load time. A filter can be saved an associated to a process only after a process has already been loaded, therefore the Load Manufacturing Context and Edit PPR Hub Document's Information commands allow for attribute filters to be saved against the loaded process. Loading a saved filterThe Load filter button displays a panel combo boxes listing the existing Process, Product, and Resource filters for the master plantypeset of the current project. Select a filter and click OK to load it. Delete buttons are available in this panel to delete a selected filter. When filters saved in the database are loaded and used to filter the project, the saved filter names used for Process, Product and Resource components are displayed in the three edit boxes (Process, Product and Resource), respectively. When any process, product or resource filter saved in the database is loaded using the Load filter button, the next time the Save Filters dialog is displayed the checkbox to save that type of filter (Process, Product or Resource) will be checked by default and the name of the loaded filter will be set by default in the corresponding edit box in the Save Filters dialog. When the filters dialog is opened, the last used filters (if any) are displayed by default. Prior to loading a process in DPM: The last set of filters applied by a given user for a given master Plan Type Set are remembered by default. The last used filters are stored for the user as a default, and will be present in the filter tree the next time the user loads a project of the same master Plan Type Set and invokes the filters dialog. These filters are automatically applied for this user when re-opening a project of the same Plan Type Set. After a process is loaded in DPM: The last set of filters saved for a particular process is remembered and displayed in the filters dialog if that process is loaded and the filters dialog is invoked through the Edit PPR Hub Document's Information command. If filters are not saved against that particular process, then the last set of filters applied against the same master Plan Type Set of the project are displayed. Attribute filter limitations
Using Implicit FilteringTypically, the activation of a component in an expansion tree is dependent only upon its effectivity based on the current project filter. When enabled, Implicit Filtering makes the activation of components defined as Link Activated or Sibling Activated dependent on the activation of related components, child components and sibling components. Behavior of Link Activated processesA parent process defined as Link Activated in the Manufacturing Hub passes the project filter only if there is at least one visible child process for the current filter settings. A child process defined as Link Activated passes the project filter only if there is at least one linked product or resource that passes the filter. Behavior of Sibling Activated processesA process defined as Sibling Activated in the Manufacturing Hub passes the project filter only if there is at least one visible sibling component that is not defined as Sibling Activated for the current filter settings. Typically this feature will be used to handle non value-adding operations (e.g. cleaning operations) that only have to be performed when there is at least one effectivity driven, value-adding operation (e.g. drilling operation) under the same parent process. |
|||||||||||||||||||||||||
NotesProviding additional filter informationAdditional information for line number, label, calculation model, and option code filters can be provided via a tooltip displayed in DPM. Information displayed by the tooltip is derived from the Note attribute defined for each filter in Process Engineer: If the example above was defined for a label filter named LabelA in Process Engineer, the resulting tooltip would look like this in DPM when LabelA is selected: |
|||||||||||||||||||||||||
Next, specify an action proxy and a mod statement, as well as specify a planning state if this is a Change Management Controlled project. |