When a large number of activities or resources have to be edited in Primavera, Global Change becomes a useful tool in helping us automate that process. Global Change allows us to make batch changes to the activities and its attributes such as durations, activity codes,resource assignments, expenses and many more.
Global change can be used to edit existing or add new data to your project
A few examples of Global Change use are:
- Change Budgeted Units for a resource on a group of activities
- Assign or change activity code values on activities
- Remove progress update from selected activities in your project
Global Change can be used in a lot of different ways to add or edit data. We can use a variety of permutations and combinations to create filter conditions and make changes to our activities.
To use Global Change you need to go to Tools> Global Change. In Global Change window you will see some existing data, if you have installed sample data with your database.
The first step to adding a new global change is by clicking the “New” tab. This opens the “Modify Global Change” window where you need to enter the parameters that are required to run global change.
Modify Global Change window is divided into 5 different sections.
Modify Global Change window is divided into 5 different sections where we need to input data;
- Subject Area
- Global Change Name
- IF Condition Section
- THEN Condition Section
- ELSE Condition Section
In each of these sections we need to define the criteria for Global Change. Let’s take a look at each section separately;
1) Subject Area section
This is the first section in the “modify global change” window and this section forms the basis of the filter conditions that you will specify in the sections below.
You have 3 choices in the Subject Area;
Activities – Choose this if you want to make a change to activity attributes such as Duration, Activity Type etc.
Activity Resource Assignments – Choose this if you want to change resource assignment attributes such as Budgeted units, Actual units etc.
Project Expenses – Choose this option if you want to make changes to Project expenses
It is very important that you choose the correct option here for your filter conditions. This is because if you decide to choose Activities subject area but you want to make changes to budgeted units of an activity, you will not find the options to change them in the conditions below. So it becomes important that you choose the right option here.
2) Global Change Name Section
After choosing the Subject Area you can specify a unique Global Change Name so that it can be easily identified later.
For this example we will name the global change as Increase Durations.
Conditional Statements Sections
Conditional Statements are used to define the conditions based on which changes are made to your activities/resources/expenses in Global Change. IF-THEN-ELSE statements follow the following logic; IF the conditions defined in the (IF) section are true THEN the instructions given in the (THEN) section are executed otherwise other conditions defined in the (ELSE) section are executed. We will look at a practical example below to see how all of this works.
3) “If” condition Section
If Condition: Tells Primavera to filter data only if a particular set of values are true, i.e. it defines the filter conditions based on which activities/resources/expenses are chosen for Global Change.
In this particular example we want to filter activities whose status is Not Started.
Multiple conditions – with AND and OR logic
There will be times when you will need to add multiple conditions to your filters. In this situation AND and OR logic will come into play.
All of the Following – adds an AND operator. This means that if we have multiple conditions in the IF section, then ALL the conditions have to be true for the activities to be filtered. Below is an example of multiple conditions only for an explanation.
Any of the following – adds an OR operator. This means that if we have multiple conditions in the IF section, then activities will be filtered if ANY of the conditions provided are true. Below is an example of multiple conditions only for an explanation.
4) ‘Then’ Condition Section
Then Condition: Defines the changes that we want to make to the activities filtered by ‘If’ condition if they are true. In this section you can define the additions/changes that you want to make to your activities/resources/expenses.
In this case we want to specify that for all the activities that will be filtered because of IF condition;
Original Duration = Original Duration * 2
i.e. if Original Duration = 10 days then the new Original Duration becomes = 10 * 2= 20 days
Else Condition: Defines the changes to be made if the condition in the IF statement are false. This means that the conditions that you will put in this section will affect the activities which are not filtered by IF condition.
For ELSE condition we will specify the following parameters;
Remaining Duration = Remaining Duration * 2
This means that for all activities whose status is NOT equal to ‘Not Started’, the remaining duration will be multiplied by 2.
Once you have entered your conditions in all the sections, the Modify Global Change window will look like something below.
You then need to click on “Change” to run the global change and apply changes to your project. Please note that the project on which you want to run the Global Change should be open at that time.
When you click on ‘Change’ you will get a review window called “Global Change Report’, here you can review all the changes that will be made by the Global Change upon execution. You can then choose to either ‘Cancel Changes’ or ‘Commit Changes’ if you are satisfied with the results. You can also choose to save a log file in case you want to later review the changes that were made by clicking on ‘Save to File’.
Note– In some conditions such as adding or editing Activity Codes, Primavera will give you a prompt where it says that you will not be able to undo changes once you have viewed the report. You need to be careful when you run these changes as you will not be able to undo them later.