totals, and the position of the Select an action drop-down list. d. Click Save and Return to Menu when finished.
4) In the Customize Layouts dialog box, click Close when finished configuring layouts.
Customizing Favorite Layouts
You can have Contract Management list your favorite two layouts at the top of the Layout drop-down list.
To set your favorite layouts:
1) In a log window, select Customize Layouts from the Layouts drop-down list. 2) In the Customize Layouts dialog box, click Set Favorite Layouts.
3) In the Set Favorite Layouts dialog box, select your favorite layouts in the First Layout and
Second Layout drop-down lists. The selected layouts will appear above all existing layouts in
the Layout list.
Creating Layout Filters
You can select and rearrange the displayed sequence of a list of documents in a log using Contract Management filter features for a layout.
A filter shows some documents in a log while hiding others, depending on the options selected. For example, you can assign a filtered layout for the Contracts log so you see only contracts for which ACMEGC is the From Company.
The following are the filter conditions available when customizing the layout for log files:
Condition Definition
Equal to = Is equal to
Not equal to <> Does not equal
Greater than > Is greater than
Greater than or equal to >= Is greater than or equal to
Less than < Is less than
Less than or equal to <= Is less than or equal to
Is null Date field does not contain a value
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Filtering Tips
A filter applies only to the log to which you add it. For example, if you create a filter in a contracts log, that filter does not apply to transmittals.
If Contract Management is linked to a schedule, and you want to filter activities in the Schedule log (click Schedule in the Project Information folder), remember that P6 EPPM data is stored in a different format than Contract Management data, and the syntax of activity criteria based on dates differs slightly. Examine the syntax for the sample filters in the Criteria field before you create a new filter for the Schedule log based on dates.
If Contract Management does not list certain documents, remove the filter from the customized layout, if applicable, and re-examine the log.
Assigning Filters
To apply an existing filter to a layout:
1) From the log window you want to filter, select Customize Layouts from the Layout drop-down list.
2) From the Customize Layouts dialog box, click edit next to the layout you want to edit or click Add to define a new layout.
3) In the Edit Layout or New Layout dialog box, select the filter you want to use from the Filter drop-down list.
4) Click Save and Return to Menu.
5) In the Customize Layouts dialog box, click Close. The module displays documents in the list based on the selected filter.
Add a Standard Filter
To add a standard filter:
1) From the log window you want to filter, select Customize Layouts from the Layout drop-down list.
2) In the Customize Layouts dialog box, click filter. 3) In the Filter dialog box, click Add.
4) In the New Filter dialog box: a. Enter a Title for the new filter. b. Click Add to add a filter statement.
c. Click Verify to check whether the filter is valid.
d. Click Organize Rows to rearrange the filter statements.
e. Click Save and Return to Filter List when you are finished adding the filter. 5) In the Customize Layouts dialog box, click Return to Menu.
Note: Click Advanced Filter to build more sophisticated filters. Once you
edit a filter in Advanced mode, the filter cannot be changed back to the standard format.
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Add an Advanced Filter
If you require more powerful filters, you can create advanced SQL statements by using the Advanced Filter feature.
Caution: You should only use this feature if you are familiar with SQL
statements. To add an advanced filter:
1) From the log window you want to filter, select Customize Layouts from the Layout drop-down list.
2) In the Customize Layouts dialog box, click filter. 3) In the Filter dialog box, click Add.
4) In the New Filter dialog box: a. Enter a Title for the new filter. b. Click Advanced Filter.
c. Click Yes to confirm that you want this filter to be advanced.
d. Select a field from the drop-down list and click Insert. Do this for each field you want to add to the Criteria field.
e. Enter a SQL statement directly in the Criteria field. f. Click Verify to check the filter.
g. Click Save and Return to Filter List.
5) In the Customize Layouts dialog box, click Return to Menu.
Add a Sort Specifications
A sort specification changes the order in which documents are displayed. For example, you can sort the Contracts log so the module lists contracts in order of accepted date, starting with the latest date at the top.
To create sort specifications:
1) From the log window you want to sort, select Customize Layouts from the Layout drop-down list.
2) In the Customize Layouts dialog box, click sort. 3) In the Sort dialog box, click Add.
4) In the New Sort dialog box:
a. Enter a Title for the sort specification.
b. Select a field you want to sort and the order in which you want to sort it. c. Click Add to add additional fields to be sorted.
d. Click Save and Return to Sort List when finished. 5) In the Customize Layouts dialog box, click Return to Menu.
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Tips
A sort applies only to the log to which you add it. For example, if you create a sort in a contracts log, that sort does not apply to transmittals.