P. 1
Sure Track 2.0 User Manual

Sure Track 2.0 User Manual

|Views: 9,033|Likes:
Published by Zac Gustafson

More info:

Published by: Zac Gustafson on Sep 15, 2009
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less

05/11/2014

pdf

text

original

Sections

SureTrak Project
Manager
®

2.0

User Manual

© Copyright 1997 by Primavera Systems, Inc. All rights reserved. No part of this publication may be reproduced or
used in any form or by any means—graphic, electronic, or mechanical, including photocopying, mimeographing,
recording, taping, or in information storage and retrieval systems—without written permission from the publisher.

Please send your comments about SureTrak to:

Primavera Systems, Inc.
Two Bala Plaza
Bala Cynwyd, PA 19004
Telephone: 1-610-667-7100
FAX: 1-610-667-0652
Internet: sttech@primavera.com
World Wide Web site: www.primavera.com

Expedition, Primavera Project Planner, P3, TimeSheet Professional for Primavera, and SureTrak Project Manager are
registered trademarks; Monte Carlo, Parade, DataStore for Primavera, ReportSmith for Primavera, and Concentric
Project Management are trademarks of Primavera Systems, Inc.

All other brands and product names are trademarks or registered trademarks of their respective companies.

U.S. GOVERNMENT RESTRICTED RIGHTS: The SOFTWARE and documentation are provided with RESTRICTED
RIGHTS. Use, duplication, or disclosure by the Government is subject to the restrictions set forth in subparagraph
(c)(1)(ii) of The Rights in Technical Data and Computer Software clause at DFARS 252.227-7013 or subparagraphs
(c)(1) and (2) of the Commercial Computer Software-Restricted Rights 48 CFR 52.227-19, and our GSA contract, as
applicable.

iii

Table of Contents

Preface ......................................................................................................xiii

Using SureTrak Documentation, Help, and Tutorial............................................. xiv
Documentation Conventions................................................................................. xvi
Obtaining Technical Support.............................................................................. xviii

Part 1: Getting Started in SureTrak

Installing SureTrak..................................................................................... 3

Before You Begin Setup........................................................................................... 4
Installing SureTrak on a Standalone Computer........................................................ 8
Installing SureTrak on a Network Server............................................................... 16
Setting Up User Workstations................................................................................ 17
Multiuser Considerations....................................................................................... 19
Starting SureTrak.................................................................................................... 21

Upgrading from Microsoft Project ......................................................... 23

Converting Data from Microsoft Project to SureTrak............................................ 24
Comparing Features............................................................................................... 26
Performing Familiar Tasks..................................................................................... 29

Project Management Basics..................................................................... 33

What is Project Management?................................................................................ 34
Understanding the Process..................................................................................... 36
Building a Schedule................................................................................................ 38
Adding Resources to the Schedule......................................................................... 43
Organizing and Summarizing Your Project............................................................ 46
Updating to Show Progress.................................................................................... 49

Table of Contents iv

Part 2: Developing Projects

Creating SureTrak Projects.....................................................................55

Adding a New Project............................................................................................ 56
Using Template Projects......................................................................................... 61
Opening a Project................................................................................................... 62
Previewing Project Overview Information............................................................. 66
Saving a Project...................................................................................................... 67
Closing and Deleting a Project............................................................................... 69
Backing Up and Restoring a Project...................................................................... 70

Adding Activities.......................................................................................73

Assigning Activity IDs........................................................................................... 74
Adding Activities in the Bar Chart View............................................................... 78
Adding Activities in the PERT View...................................................................... 82
Estimating Activity Durations................................................................................ 83
Defining Activity Types......................................................................................... 86
Assigning a Calendar to an Activity....................................................................... 91
Deleting and Dissolving Activities......................................................................... 93
Copying, Cutting, and Pasting Activities............................................................... 95
Moving Activities................................................................................................... 98
Using an Outline to Build a Project..................................................................... 101
Creating Projects Using Fragnets......................................................................... 105

Linking Activities with Relationships...................................................109

Understanding Relationship Types....................................................................... 110
Creating Relationships Using the PERT View..................................................... 111
Creating Relationships Using the Bar Chart View............................................... 113
Creating Relationships Using the Predecessors and Successors Forms............... 116
Tracing Logic....................................................................................................... 118

Table of Contents v

Editing and Deleting Relationships..................................................................... 122
Dissolving Activities to Preserve Logic............................................................... 123
Displaying Critical and Driving Relationships.................................................... 124
Displaying a Timescaled Logic Diagram............................................................. 127

Defining Project Calendars....................................................................129

Defining the Global Calendar.............................................................................. 130
Defining Base Calendars...................................................................................... 133
Defining Resource Calendars............................................................................... 136
Specifying Holidays, Vacations, and Exceptions on Calendars........................... 138
Deleting Calendars............................................................................................... 141
Transferring Calendars from Other Projects........................................................ 143

Building a Resource Plan .......................................................................145

Creating a Resource List...................................................................................... 146
Setting Resource Availability Limits................................................................... 149
Defining a Resource’s Work Schedule................................................................. 151
Transferring Resources from Other Projects........................................................ 152
Defining Driving Resources................................................................................. 154
Assigning Resources to Activities....................................................................... 159
Assigning Costs and Revenue.............................................................................. 165

Creating and Fine-Tuning the Project Schedule..................................169

Building a Schedule............................................................................................. 170
Setting Schedule Calculation Options................................................................. 171
Defining the Critical Path..................................................................................... 173
Reviewing Activity Dates.................................................................................... 176
Using Constraints on Activity Dates.................................................................... 180
Assigning Constraints to Activities...................................................................... 184
Changing the Duration and Dates of Activity Bars............................................. 186

Table of Contents vi

Working with Project Groups................................................................189

Why Use Project Groups?.................................................................................... 190
Project Group Scenarios....................................................................................... 192
Creating a Project Group...................................................................................... 196
Adding a Project to a Project Group.................................................................... 198
Removing/Deleting a Project from a Project Group............................................ 203
Manually Grouping Projects................................................................................ 205
Planning Your Own Project Groups..................................................................... 207
Modifying the Project Group............................................................................... 210
Keeping Track of Projects within a Project Group.............................................. 211
Backing Up and Restoring a Project Group......................................................... 215

Part 3: Organizing Project Information

Creating Activity Codes .........................................................................221

Creating an Activity Code Dictionary.................................................................. 222
Defining Code Values........................................................................................... 224
Assigning Activity Codes Using the Activity Form............................................. 228
Assigning Activity Codes Using Activity Columns............................................. 229
Coding Activity IDs............................................................................................. 232
Defining Default Activity Codes.......................................................................... 234

Creating a Work Breakdown Structure................................................237

Defining WBS Codes........................................................................................... 238
Setting Up WBS Levels........................................................................................ 240
Building the WBS Codes Dictionary................................................................... 242
Copying WBS Codes........................................................................................... 244
Transferring WBS Codes from Another Project.................................................. 246
Assigning WBS Codes......................................................................................... 248
Changing Code Assignments............................................................................... 251

Table of Contents vii

Organizing and Summarizing Activities...............................................253

Organizing Project Data....................................................................................... 254
Sorting Activities................................................................................................. 256
Grouping Activities in the Bar Chart View.......................................................... 258
Grouping Activities by WBS Levels.................................................................... 260
Organizing an Outline.......................................................................................... 262
Summarizing Activities........................................................................................ 265
Formatting Summary Bars................................................................................... 268
Adding and Editing Activities in an Organized Layout....................................... 270
Grouping Activities in the PERT View................................................................ 272

Selecting Activities by Filter ..................................................................275

Using SureTrak Filters......................................................................................... 276
Creating a New Filter........................................................................................... 277
Filtering by Codes................................................................................................ 279
Filtering by Activity IDs and Descriptions.......................................................... 280
Filtering by Dates................................................................................................. 281
Filtering with Wildcards...................................................................................... 283
Finding Activities Without Using a Filter............................................................ 284
Hiding Activities Without Using a Filter............................................................. 287

Part 4: Updating and Managing the Schedule

Working with Target Dates....................................................................291

Assigning Target Dates........................................................................................ 292
Changing Target Dates......................................................................................... 294
Deleting Target Dates........................................................................................... 297

Table of Contents viii

Updating Activities..................................................................................299

Preparing to Update the Project........................................................................... 300
Understanding the Data Date............................................................................... 303
Highlighting Activities for Updating................................................................... 304
Estimating Activity Progress Automatically........................................................ 307
Updating Activities Manually.............................................................................. 310
Updating Activities Using the Activity Form...................................................... 313
Updating Activity Progress Using the Activity Columns.................................... 315
Updating Activities Graphically on the Bar Chart............................................... 317
Suspending and Resuming Work on an Activity.................................................. 318

Updating Resources and Costs ..............................................................321

Setting Autocost Rules for Automatic Updating.................................................. 322
Updating Resource Progress................................................................................ 327
Analyzing Costs and Revenue.............................................................................. 330

Analyzing Resource Use with Profiles and Tables ...............................333

Using the Resource Pane...................................................................................... 334
Formatting the Resource Pane.............................................................................. 336
Formatting the Resource Profile........................................................................... 339
Displaying Histograms......................................................................................... 341
Displaying Curves................................................................................................ 346
Displaying Sight Lines......................................................................................... 348
Formatting the Resource Table............................................................................. 350
Selecting Resources.............................................................................................. 352
Creating Resource Groups................................................................................... 354
Selecting Resources for Groups........................................................................... 356
Using the Resource Legend.................................................................................. 360

Table of Contents ix

Leveling Resources..................................................................................361

Understanding Resource Leveling........................................................................ 362
Setting Up a Project for Leveling......................................................................... 366
Defining Activity Priority When Leveling........................................................... 368
Setting Up Leveling Options................................................................................ 370
Interpreting Dates After Leveling Resources....................................................... 374
Effects of Leveling on Activity Types.................................................................. 377

Updating Project Data Remotely...........................................................383

Mailing Projects and Activities............................................................................ 384
Setting Up E-Mail for Sending Status Sheets....................................................... 386
Sending an Entire Project..................................................................................... 390
Sending a Picture of a Project............................................................................... 392
Sending a Portion of a Project.............................................................................. 394
Sending a Clipboard File...................................................................................... 397
Assigning Addresses to Activity Codes............................................................... 398
Receiving Projects Through E-Mail..................................................................... 401
Updating Project Data Received Through E-Mail................................................ 403
Receiving an Activity Status Sheet in Primavera Post Office.............................. 407

Part 5: Customizing Project Information

Customizing the Bar Chart View ..........................................................415

Formatting Activity Columns and Data................................................................ 416
Sizing Columns and Rows.................................................................................... 419
Adjusting the Timescale....................................................................................... 422
Defining Bars and Endpoints................................................................................ 424
Adding Labels to Bars and Endpoints.................................................................. 427
Customizing Summary, Critical, and Progress Bars and Endpoints..................... 429
Formatting Sight Lines......................................................................................... 430

Table of Contents x

Formatting Relationship Lines............................................................................ 434
Finding Dates on the Bar Chart........................................................................... 435
Adding a Picture to the Bar Chart........................................................................ 437
Adding Text to the Bar Chart............................................................................... 439
Linking to Documents and the World Wide Web................................................ 441
Shading a Timeperiod on the Bar Chart.............................................................. 445
Inserting Objects Using OLE............................................................................... 447

Customizing the PERT View..................................................................449

What Is the PERT View?..................................................................................... 450
Moving Around the PERT View.......................................................................... 453
Keeping Track of Your Place in PERT................................................................ 455
Displaying Activity Predecessors and Successors............................................... 458
Reducing or Enlarging the View.......................................................................... 461
Modifying Activity Box Ends and Colors........................................................... 464
Formatting Relationship Lines............................................................................ 466
Changing the Content and Appearance of Activities........................................... 468
Displaying Connector Blocks.............................................................................. 472
Creating Your Own Activity Template................................................................ 474
Organizing Activities in PERT............................................................................ 477
Controlling Activity Placement and Spacing....................................................... 479

Customizing SureTrak’s Default Options.............................................481

Setting Up Project Options.................................................................................. 482
Setting Up Resource Options............................................................................... 484
Configuring the Date Format............................................................................... 486
Setting Activity Defaults..................................................................................... 487
Automatically Saving Projects............................................................................. 489
Confirming Deletions.......................................................................................... 490
Setting Constraints Options................................................................................. 491
Setting Activity Form Defaults............................................................................ 492

xi

Setting the View Options...................................................................................... 494
Defining User Information................................................................................... 496
Customizing the Custom Tools Menu.................................................................. 497
Configuring Toolbars........................................................................................... 499
Using the Status Bar............................................................................................. 502
Choosing the Default Language........................................................................... 504
Choosing the Default Font................................................................................... 507

Part 6: Creating and Printing Layouts and Reports

Using SureTrak Layouts.........................................................................511

What Are Layouts?.............................................................................................. 512
Using SureTrak’s Predefined Layouts.................................................................. 515
Working with Layouts.......................................................................................... 518
Using Color Schemes in Layouts......................................................................... 524

Creating SureTrak Reports....................................................................527

Reports SureTrak Provides................................................................................... 528
Previewing a Report............................................................................................. 531
Printing a Report.................................................................................................. 532
Creating a Series of Reports................................................................................. 533
Creating a Custom Report.................................................................................... 534
Transferring Reports from Other Projects............................................................ 536
Creating a Microsoft Excel Pivot Table Report................................................... 538

Publishing Reports on the World Wide Web........................................541

Overview.............................................................................................................. 542
Defining Categories.............................................................................................. 546
Defining Header Information............................................................................... 549
Defining Projects and Reports.............................................................................. 551
Removing Projects and Reports........................................................................... 556
Updating Reports................................................................................................. 558

Table of Contents xii

Printing Project Information .................................................................561

Printing the Current Project.................................................................................. 562
Formatting Bar Chart View Page Settings............................................................ 565
Defining the Date Range for Printing.................................................................. 569
Formatting PERT View Page Settings.................................................................. 571
Formatting Headers and Footers.......................................................................... 573
Customizing the Title Block................................................................................. 575
Customizing the Revision Box............................................................................. 577
Customizing the Dates Block............................................................................... 579
Creating Logos, Graphics, and Legends.............................................................. 581
Using Print Preview.............................................................................................. 584
Copying Part of the Project Window.................................................................... 588
Controlling Page Breaks....................................................................................... 589
Selecting a Printer................................................................................................ 592

Index.........................................................................................................595

xiii

This manual is designed to help you work with SureTrak Project

Manager. SureTrak helps you plan and control your project

schedule, from planning the activities needed to complete the

project to tracking project progress and determining how quickly

it can be completed.

Read this chapter to understand how to use this manual and

how to access customer support.

In this chapter:

Using SureTrak
Documentation, Help,
and Tutorial

Documentation Conven-
tions

Obtaining Technical
Support

Preface

Preface xiv

You're Reading a Free Preview

Download
scribd
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->