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How to View, Group, and Sort Project Data in Acumen Fuse

Introduction to Project Data Management

• In this lesson, users will learn how to view, group, and sort project or snapshot data in Acumen Fuse.

• Users are instructed to open the sample workbook file by selecting the Acumen Fuse icon and navigating through the menu options.

Understanding Views for Data Organization

• There are three main views available for grouping and sorting data: Activity View, Smart Gantt View, and Timeline View.

• The Smart Gantt View can be further configured using an expansion icon located at the bottom right of its window.

Grouping Activities

• Selecting "Group by hierarchy" allows users to display project data in a hierarchical format similar to Work Breakdown Structure (WBS). A pop-up window appears for further customization.

• Users can expand or collapse different levels of the Gantt chart using plus or minus signs next to activity lists. This helps manage visibility of project details effectively.

Customizing Grouping Options

• The "Grouping" option under Activity View enables users to group activities by various fields such as code fields or user-defined fields. A grouping box opens with available field options listed on the left pane.

• Users can select specific fields from categories like general, cost, date, and duration for customized grouping purposes. After selection, they can apply colors for better visual distinction but may choose not to save changes immediately.

Ungrouping Activities

• Choosing "Flat" under Activity View ungroups all activities into a simple table format which is useful for viewing all data without hierarchical constraints. This option becomes grayed out if no grouping is applied currently.

• Display levels can be adjusted using a slider that detects hierarchical levels automatically; this feature enhances user control over what information is visible in their Gantt charts.

Example of Grouping and Sorting

• An example demonstrates selecting a 6-month update project where CAM (Central Area Manager) is set as the primary grouping criterion with color coding applied for clarity in visualization. Secondary grouping by location follows suit with additional color coding chosen as yellow.

• Sorting criteria are also defined similarly; CAM is selected as the sorting basis while maintaining ascending order for organization within the displayed data structure. After applying these settings, results reflect organized Gantt charts based on specified criteria seamlessly integrated into user workflows.

Filtering Project Information

• The filtering option allows users to select specific project information they wish to display; default selections include 'none' and 'hide empty summaries.' Custom filters created previously will also appear here if applicable.

Adjusting Display Settings

• Auto-fit column widths command adjusts columns automatically according to data size while display settings allow modifications of time units (days/hours/weeks) and currency symbols (dollars), enhancing usability based on user preferences.

Conclusion: Customization Capabilities

• Returning back to customization features after closing without saving ensures that users have flexibility when managing their projects within Acumen Fuse.

Users are encouraged to explore both group-by-hierarchy and group-by-fields views for tailored activity displays in their Gantt charts.

Customizing the Activities Pane in Acumen Fuse

Sorting and Customization Options

• Right-clicking on any data heading opens a pop-up menu with customization options. You can sort activities by clicking on the column header, toggling between ascending and descending order.

• To clear sorting choices, right-click on any header and select "Clear Sorting." Additionally, you can access the column chooser by right-clicking on a column header.

Adding and Removing Columns

• The column chooser allows you to add new columns that are not currently displayed. For example, dragging "Activity Count" between existing headers will position it correctly using orange arrows as guides.

• To remove an unwanted activity header, drag it back to the list from which it came. Adjust column widths by selecting "Best Fit" for individual or all columns.

Filtering Activities

• The Filter Editor is accessed via right-clicking the description header; you can filter activities based on specific criteria (e.g., descriptions containing certain letters). After applying filters, only relevant activities will be visible.

• You can also set logical arguments (AND/OR) within filters for more complex searches. Clear filters easily by right-clicking again on the description header and selecting "Clear Filter."

Search Functionality

• A search panel can be opened by right-clicking any header; this allows for quick searches within the Activities pane using keywords (e.g., typing "feed" highlights all instances). Close the search dialog when done.

Customizing Group Layout

• To declutter your view, use the column chooser to hide unnecessary headers like Advisor or Activity Status temporarily while focusing on essential data such as ID or Start dates. Adjust Gantt chart visibility accordingly for better clarity.

• Set display levels to maximum for comprehensive project views; apply filters based on descriptions containing specific terms (like “phase”) alongside critical activity checks through filter editor adjustments. This enhances focus during analysis sessions.

How to Use Acumen Fuse for Project Management

Getting Started with Acumen Fuse

• Begin by typing "feed" into the designated area and noting all instances of words containing "feed." Afterward, click the Fuse icon and select Close without saving your workbook.

• Open the sample workbook by selecting the Acumen Fuse icon and choosing File, then Open Sample Workbook. This action loads all link files associated with the sample workbook into Acumen Fuse.

Viewing Gantt Chart in Table Format

• In the left panel, highlight "6 month update" to view your Gantt chart in table format. Select the activity view dropdown and choose "grouping flat" to ungroup activities for a tabular display.

• Right-click on any header to access the Column Chooser. Drag and drop headers such as "Contractor" next to "Description," followed by dragging "Location" next to "Contractor."

Organizing Activities by Description and Duration

• Change activity display to a nested format by dragging the description header into the top bar, which sorts activities accordingly.

• Next, drag and drop “Remaining Duration” next to “Description” as a subheading. Expand activities like “bid reviews” using the plus sign for detailed views.

Filtering Activities

• To filter contractors, hover over the contractor heading until you see a funnel icon; select BCOM from this dropdown menu.

• Similarly, filter locations by hovering over location and selecting Gulf from its dropdown menu. Confirm that activities are filtered correctly based on these selections.

Resetting Filters and Exiting

• Drag “Remaining Duration” back next to “Finish,” restoring original sorting of activities solely by description.

• Clear filters using the X symbol at the bottom right of the activities pane. You can also return headers back to Column Chooser before closing it out without saving changes.