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What’s New in P3?
Using P3 Documentation, Help, and Tutorials
Where to Get Support
Before You Begin Setup
Installing P3 on a Stand-Alone Computer
Installing P3 for Multiple Users
Setting Up User Workstations
To set up user workstations
Starting P3
Part 1
Project Development
Projects and Layouts
Starting P3 and Opening Projects
Adding a Project
Setting Access Rights for the Project
Defining Restricted Access Rights
Creating a New Layout
Saving Layouts
Opening an Existing Layout
Running a Filter when Opening Layouts
Creating a Snapshot Activity List
Multiuser Considerations
Using Layouts Across Projects
Working with Activities
Assigning Activity IDs
Adding Activities in the Bar Chart
Adding Activities in PERT
Adding Activities with Relationships
Estimating Durations
Defining Activity Types
Editing Data in Columns
Using the Activity Form
Using the Detail Forms
Selecting Activities
Navigate through only selected and/or spotlighted activities
Cutting, Copying, and Pasting Activities
Pasting Data in Other Applications
Deleting and Dissolving Activities
Extracting Activities
Moving Activities
Switching Between the Bar Chart and PERT
Using Fragnets to Create a Project
Working with Relationships
Defining Relationships in PERT
Driving and Nondriving Relationships
Defining Relationships in the Bar Chart
Editing and Deleting Relationships
Tracing Logic
Calculating and Adjusting the Schedule
Calculating a Schedule
Creating a Schedule Statistics Listing
Loop Report
Setting Schedule Calculation Options
Using Date Constraints
Using Float Constraints
Assigning Constraints
Activity Calendars
Adding a New Activity Calendar
Defining Global Calendar Information
Defining Shift Data for Hourly Projects
Specifying Holidays, Nonworkperiods, and Exceptions
Printing Calendars
Assigning Calendars to Activities
Resource Calendars
Defining Resource Calendars
Scheduling Using Resource Calendars
Spreading Resource Use When Using Resource Calendars
Resource Calendars and Layout Organization
A Work Breakdown Structure (WBS) is a
Work Breakdown Structure Codes
Breaking Down Project Components
Organizing Activities by WBS Codes
Setting Up a WBS Level Structure
Outlining the WBS
Assigning WBS Codes to Activities in a Work Breakdown Outline
Assigning WBS Codes Using Forms and Global Change
Summarizing by WBS Code
Activity and Project Codes
Creating Activity Codes and Values
Assigning Activity Codes Using Columns
Modifying Activity Codes and Values
Coding Activity IDs
Combining Codes into Aliases
Coding Projects
Grouping and Summarizing by Codes
Custom Data Items
Defining Custom Data Items
Assigning Custom Data Items Using Columns
Assigning Custom Data Items Using the Activity Form
Creating Custom Data Item Bars
Organizing by Custom Data Items
Using Global Change to Calculate Custom Data Items
Targets and Progress
Creating a Target Project
Modifying a Target Project Globally
Replacing Calendars and Dictionaries in a Target Project
Updating Activity and Resource Data in a Target Project
Preparing to Update the Project
Highlighting Activities for Updating
Estimating Activity Progress Automatically
Updating Activities Manually
Interrupting Activity Progress
Storing Period Performance
Comparing Current and Target Schedules
Tracing Progress Using the Progress Line
Analyzing Schedule and Cost Performance
Planning Resources and Costs
Adding Resources to the Dictionary
Setting Resource Limits and Prices
Defining Resource Limits by Shifts
Hierarchical Resources
Planning with Hierarchical Resources
Setting Up Cost Accounts
Estimating Costs
Allocating Resources to Activities
Using Driving Resources
Resource Distribution
Tracking Resources and Costs
Overview of Autocost Rules
Applying Autocost Rules to Projects
Setting Autocost Rules
Updating a Project with Autocost
Updating Driving Resources
Cost Calculations
Measuring Earned Value
Updating Resources Using the Resources Form
Updating Resources Using the Bar Chart
Analyzing Cost and Schedule Variances
Resource Leveling
Understanding Resource Leveling
Specifying Leveling Techniques
Forward Resource Leveling
Backward Resource Leveling
Smoothing Resource Use
Leveling a Project in a Project Group
Specifying the Leveling Cutoff Date
Specifying Activities to Level
Selecting Resources to Level
Adjusting Resource Availability
Prioritizing Activities for Leveling
Splitting, Stretching, and Crunching Activities
Setting Project Options for Splitting, Stretching, and Crunching
Reviewing the Leveling Analysis Report
Comparing Leveled and Unleveled Schedules
Part 2
Managing Multiple Projects
Creating and Managing Project Groups
Process Summary
Adding a Project Group
Assigning Access Rights
Defining Calendars
Setting Up Dictionary Structures
Setting Scheduling and Leveling Options
Linking Projects within the Project Group
Leveling Resources Across Projects
Storing Period Performance Across Projects
Reporting Across Projects
Keeping Track of Projects within a Project Group
Backing Up and Restoring Project Groups
Setting Up and Managing Projects in Project Groups
Adding a Project to a Group
Assigning Activity and WBS Codes
Assigning Project Code Values
Assigning Resources
Scheduling a Project
Leveling Resources in a Project
Backing Up and Restoring Projects
Copying and Converting Projects and Project Groups
Copying a Project Group
Copying a Project within a Project Group
Copying a Project to Another Project Group
Dividing a Project into Multiple Projects
Making a Project into a Project Group
Making a Project Group into a Project
independent projects or project groups by
Linking Independent Projects or Project Groups
What is the Interproject Relationship Manager?
Adding Projects to the Interproject Relationship Manager
Assigning Relationships Between Projects
Exporting Interproject Data
Importing Interproject Data
Scheduling Linked Projects
Maintaining Interproject Data
Part 3
Project Tools
Project Utilities
Copying Projects
Changing Activity IDs
Deleting Projects
Merging Projects
Summarizing Projects
Backing Up Projects and Project Groups
Restoring Projects and Project Groups
Converting Data to and from Microsoft Project
Global Change
Adding Global Change Specifications
Defining Global Changes
Running Global Changes
Assigning Codes or Custom Data Items
Changing Titles and IDs
Identifying Activities on the Longest Path
Changing Calendar Assignments
Deleting Data
Removing Progress on a Project
Using Date Arithmetic
Working With WBS Values
Adding and Deleting Resources
Changing Budgets and Resources
Estimating a New Cost at Completion
Using Resource and Code Titles
Extracting Mid-String Characters
Finding and Changing Blank Values
Trimming Blank Spaces
Using Date String Functions
Changing Activity and Leveling Types
Integrating Information with OLE
Using OLE to Highlight Project Events
Linking an Object in a Layout
Embedding an Object in a Layout
Pasting an Object in a Layout
Updating Links in Documents
Using Tools to Attach Objects to the Layout
Modifying Objects Using the Pushpin Tool
Handling Objects Using the Arrow Tool
Creating Formatted Text
Linking Files in a Layout
Creating a Line on a Date
Shading Timeframes in a Layout
Using E-Mail to Share Project Data
Overview
Sending an Entire Project
Sending a Picture of a Project
Sending Activities for Updating
Addressing Mail Messages
Customizing the Status Sheet
Sending a Text Mail Message
Receiving an Entire Project
Receiving an Activity Status Sheet for Updating
Access Rights
Part 4
Presentation and Analysis
Customizing Bar Chart Layouts
Adding, Deleting, and Inserting Columns
Changing Column Titles and Data
Sizing Columns and Rows
Adjusting the Timescale
Adding Bars
Formatting All Bars in the Layout
Formatting Individual Bars
Modifying Endpoint Shapes and Colors
Showing Data on Bars
Showing Progress on Bars
Highlighting Critical Activities
Highlighting Bars by Code
Formatting Sight Lines
Customizing Fonts
Changing Screen Colors
Grouping and Sorting Layouts
Sorting Activities
Grouping Activities into Bands
Formatting Group Title Bands
Page-Breaking by Groups
Outlining Activities by WBS Levels
Reorganizing Activities
Grouping Activities in PERT
Using Filters to Select Activities and Projects
What is a Filter?
Applying Filters
Adding or Changing Filters
Transferring Filters
Highlighting Activities by Filter
Selecting Activities in a Date Range
Selecting Activities Using Wildcards
Selecting Activities with Common Text
Selecting Critical Activities
Selecting Activities by Type
Filtering Projects
Summarizing Data
Summarizing Data Grouped by Codes or WBS
Necking Bars (Indenting)
Showing Discrete Bars in a Summary Group
Showing Subtotals by Group
How P3 Summarizes Data
Customizing PERT Layouts
What is PERT?
Using Timescaled PERT
Moving Around PERT
Keeping Track of Your Place in PERT
Reducing or Enlarging the View
Modifying Activity Ends and Colors
Formatting Relationship Lines
Changing the Content and Appearance of Activities
Displaying Connector Blocks
Creating Your Own Activity Template
Controlling the Space Between Activities
Customizing Resource/Cost Profiles and Tables
Reviewing Resource Assignments Using Profiles
Displaying Resource/Cost Loading in a Table
Specifying Display Options for Profiles and Tables
Tracking Resource Overloads
Overlaying Cumulative Curves on a Profile
Selecting Resources/Cost Accounts
Selecting Multiple Resources for a Table
Stacking Multiple Resource Bars in One Profile
Printing Layouts
Previewing Before Printing
Saving Layouts in Other Formats
Page Setup
Customizing Headers and Footers
Viewing and Paginating Layouts
Part 5
Reports and Graphics
Preparing and Viewing Reports and Graphics
Report and Graphic Templates
Viewing, Printing, or Saving Output Options
Producing Reports and Graphics
Selecting and Sorting Information for Reporting
Reviewing Reports and Graphics Onscreen
Moving and Editing Text and Objects Using Look
Moving/Resizing Text Boxes and Other Objects in Look
Customizing Graphics with Look’s Drawing Tools
Schedule Reports
Choosing Content Data Items
Skipping Lines and Pages by Code
Creating Target Comparison Reports
Target Comparison Report
Creating Summary Reports
Resource/Cost Reports
Resource/Cost Control Reports
Resource Productivity/Cost, Price, and Rates Reports
Earned Value Reports
Earned Value Report
Tabular Resource/Cost Reports
Resource/Cost Loading Reports
Matrix Reports
Creating a Matrix Report
Specifying Data for Matrix Reports
Defining Rows and Column Headings
Formatting a Matrix Report
Custom Report Writer
Customizing Report Headings
Choosing a Font
Specifying Report Content
Calculating and Modifying Report Data
Grouping and Subtotaling Data
Summarizing and Subtotaling Data
Sorting Data
Summarizing or Detailing Resource Data
Selecting Activities and Resources
Bar Chart Graphics
Adding a Bar Chart Specification
Specifying Activity Data
Specifying Content
Specifying the Date Range
Formatting the Bar Chart Graphic
Tailoring Visual Aids in the Graphic
Choosing Pens and Colors
Specifying Text and Bar Sizes
Timescaled Logic Graphics
Customizing a Timescaled Logic Graphic
Specifying a Date Range
Formatting a Timescaled Logic Graphic
Customizing Activity Placement
Specifying Colors for Bars and Text
Sorting Activities in the Graphic
Specifying Activity Criteria
Pure Logic Graphics
Customizing a Pure Logic Diagram
Formatting a Pure Logic Diagram
Sizing Text
Resource/Cost Graphics
Customizing a Resource/Cost Graphic
Formatting a Resource/Cost Graphic
Defining Titles
Specifying Colors, Lines, and Fill Patterns
Creating P3 Reports with InfoMaker
Setting Up P3 Data for ODBC
Setting Up InfoMaker for P3 Reporting
Getting Started Basics
Anatomy of a P3 Report
Using InfoMaker’s Design Mode to Edit P3 Reports
Creating a New InfoMaker Report
Use the Primavera Web Publishing Wizard
Publishing Reports on the World Wide Web
Defining Categories
Defining Header Information
Defining Projects and Reports
Removing Projects and Reports
Updating Reports
Index

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