P6 Professional Client Update Baseline Is Not Honoring UDF Filter Criteria Setting (Doc ID 2263397.1)

Last updated on JUNE 01, 2017

Applies to:

Primavera P6 Enterprise Project Portfolio Management - Version 8.2.4.0 and later
Primavera P6 Professional Project Management - Version 8.2.4.0 and later
Primavera P6 Enterprise Project Portfolio Management Cloud Service - Version 8.2.4.0 and later
Information in this document applies to any platform.

Symptoms

When a UDF filter is applied during Update Baseline the filter is not being honored and all activities are updated and not just the UDF filtered subset.

STEPS TO REPRODUCE:

  1. Create a Text type Activity UDF code named "UPDATE"
  2. Create a filter where UDF code value "UPDATE" contains "Test"
  3. Update the UDF value "UPDATE" for some activities with "Test"
  4. Select the following option to update the baseline: When updating Activity data, include: Activity UDF's
  5. Select the following option to update the baseline: Define Filter criteria based on UDF value contains "Test"
  6. End Result: Activities with UDF values not equal to "Test" are updated

Cause

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