Working with Activities Layout in Primavera

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When working on the Activities page, you can configure the appearance of the Activities page according to your ‘needs’. On this Activities page, the display format that you can configure is the table (what columns you want to display, font, color, line width, the filter used when opening the project, etc.), the format in the bar chart section (including color, data, number of bar charts), timescale, etc.), the format of the print preview (reporting), etc.

After your Activities page is configured according to your needs, you can save the configuration in the Primavera feature called Layout.

So the next time you want to open your project again, using the Layout you saved, you can use the format you configured earlier. This can save you time without the need to reconfigure the appearance of the activity page.

To save the Layout, do the following:

  • Open the project for which you will create a layout and go to the Activities page.
  • Settings or configuration on the page, table section format (displayed data column, font, color, row width, etc.), bar chart (time scaling, barline, displayed data, etc.), print preview (time scale, paper size, page layouts, etc.).
  • Open menu: View -> Layout -> Save Layout As…
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• Name the Layout, then save it by pressing the Save button.

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You can reopen your saved Layout in the following way:
• Access menu View -> Layout -> Open Layout…

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In the Open Layout window, select the Layout you saved earlier, for example, in the example Layout named Training-Primavera.

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Import and Export Layouts

Export Layout

If you ever want to open a Project Primavera file (*.XER file) on a different laptop or you want to share a Project file with your coworkers. You need to include a Layout (configuration) when you work on it on your current Laptop or PC so that the display format is the same.

If you don’t include the Layout, then the project display format on your partner’s activity page will differ depending on the layout configuration used by the user (your partner).

To include a layout file, you can do this by first exporting the layout file. The way to export a layout file is as follows:

  • Go to View menu -> Layout -> Open Layout…
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  • Then select the Layout you want to export; in my example, I chose a layout named Training-Primavera. After that, click the Export button.
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  • Save the File to your local computer by selecting the location first, name it and click the Save button.
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When finished, the layout file will be saved with the extension *.plf.

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Import Layout

If your colleague later has received the Primavera file that you sent along with the Layout, then to import the Layout that you sent, your partner needs to do the following:

  • Go to View menu -> Layout -> Open Layout…
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  • Then, on the Open Layout page, click the Import button.
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  • Select the File to import.
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• Next, give the name and click the Save button to save, as shown below.

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