Professional Documents
Culture Documents
FAQ & Troubleshooting: Primavera P6
FAQ & Troubleshooting: Primavera P6
Primavera P6
Focus Planning Ltd
Disclaimer
Information contained within this presentation is for education purposes
only. How a programme or schedule is built, maintained and managed is
the responsibility of the owning organisation. Focus Planning Ltd
accepted no responsibility for changes made to programmes or
schedules which are altered as a result of reading slides contained within
this presentation. The configuration and settings of computer software
are the responsibility of the license holders and Focus Planning Ltd
accept no liability for the configuration used by the license holder.
Contents
Enterprise Menu
What are Project Portfolios and how can I use them?
Tools Menu
What is a Global Change and how do I do one?
What does the Update Progress do compared to manually updating?
What does the Apply Actuals do compared to manually entering actual information?
What happens when you Summarize a project?
What is Claim Digger used for?
View Menu
What is the Progress Line and how does it work?
Troubleshooting
Why are the Activity bars splitting at the data date?
Why are the baseline bars not the same as current ones with current project as the
baseline?
Why are the relationship lines linked to the baseline bars?
Tips & Tricks
Is there a quicker way to assign codes?
Is there a quicker way to assign resources?
What does Checking Out a project do?
Focus Planning Ltd
The Update Progress option is another way of completing an update on your project plan. Unlike
manually updating, the Update Progress option will automatically update activity progress by
changing the durations and actual dates of activities. This can be a useful tool when a schedule
containing hundreds of activities needs updating and it is progressing as planned.
When using the tool it will give you a few options;
Current Data Date: This shows the user the current data date for the schedule
New Data Date: This is where you enter the data date of the progress update
When using progress spotlight update progress for: This is where you tell P6 whether to
only update activities in the Spotlight, or to update every activity regardless of if they are
highlighted
When actuals are applied from timesheets, calculate activity remaining durations: This
is where you tell P6 whether to base the remaining duration on the activity duration type or where
to use the Fixed Units & Fixed Units/Time (called Always Recalculate) when completing the update.
See http://www.slideshare.net/AdamGarnham/no-nonsense-guide-to-duration-types-in-p6 for more
information on these duration types.
When you choose your settings and select Apply the following takes place:
Project Planned Start = Actual Start (if planned start < new data date)
Project Planned Finish = Actual Finish (if planned finish < new data date)
Remaining Duration Changes (Early Finish new data date)
Actual Duration Changes (Original Duration Remaining Duration)
Actual Units Changes (Units Percent Complete * At Complete Units)
Focus Planning Ltd
to another project or
This tool is useful when reviewing changes to a schedule between progress updates,
and to compare the current schedule to the project baseline. The output is a text file
which is defined by the user, this file is in a clean format and can be easily
communicated to the project stakeholders in comparison to issuing two separate
schedules with the planner manually typing up the changes, or issuing a single
schedule with the baseline bars visible and again some manual write up from the
planner.
To use the Claim Digger go to Tools > Claim Digger. Select the revised (updated)
project on the left screen from the EPS, and select the comparator project on the right
from the EPS. To compare to a baseline select Baseline from the dialog box. The lower
section of the Claim Digger dialog box contains options to dictate what format the file
should output as. Finally use the Output To box to select where the files should save to.
Claim
Digger
is
a
helpful
tool
when
analysing
delays,
see
http://www.slideshare.net/AdamGarnham/delay-impact-analysis-utilising-project-reflecti
ons-in-p6
for an example of using Claim Digger to help analyse schedule delays.
Focus Planning Ltd
10
11
12
13
14
15