Using Primavera Project Planner Ver. 3.

1 Courseware

Version 1.0, 2004 © 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 the permission of the author or the publisher. Primavera Project Planner is a trademark of Primavera Systems, Inc. Other trademarks are for their relative owners

Courseware Purpose & Objectives
This courseware is for new and novice users of Primavera Project Planner (P3) Ver. 3.1. It covers the beginners and intermediate levels. The courseware demonstrates – in a very simple step-by-step procedure – the building up of project while the Planning phase (before the actual start of the project) listing all the data needed to complete the plan. The last module discusses the Monitoring phase, which takes place after the actual start of the project, and all of its data, and calculation. At the completion of this course, the trainee will be able to: Differentiate between the project’s phases Create a new project Create Activity Codes dictionary, and link them to activities Input activity list Input logical Relationships Run Schedule command and understand the results Input activity calendars Create Resource/Cost Account dictionaries, and assign resources and costs to activities Formatting P3, and creating Layouts Printing Layouts Creating Targets Updating projects

Table of Contents
Module 1 Introduction to Primavera Project Planner Ver. 3.1
What is Primavera Project Planner?………………………………………………………………….. How to Start P3?…………………………………………………………………………………....... Opening a Project in P3…………….………………………………………………….……………... P3 Bar Chart Screen………………………………………………………………………………….. P3 PERT Screen……………………………………………………………………………………… Method of Working…………………………………………………………………………………... Creating a New Project……………………………………………………………………………….. Workshop 1…………………………………………………………………………………………... Module Review………………………………………………………………………………………. Module Review Answers…………………………………………………………………………….. 1-3 1-5 1-6 1-8 1-9 1-10 1-10 1-12 1-13 1-14

Module 2 Classification Using Activity Codes and IDs
The Importance of Classification…………………………………………………………………….. Before You Start……………………………………………………………………………………… Activity Code Command……………………………………………………………………………... Activity ID tab in Activity Code……………………………………………………………………... Set the Order for Codes and IDs……………………………………………………………………... Validate Against Dictionary and Refresh…………………………………………………………….. Printing Activity Code Dictionary…………………………………………………………………… Transferring Activity Code Dictionary………………………………………………………………. Notes………………………………………………………………………………………………….. Workshop 2…………………………………………………………………………………………... Module Review………………………………………………………………………………………. Module Review Answers…………………………………………………………………………….. 2-3 2-3 2-5 2-7 2-9 2-10 2-11 2-13 2-14 2-15 2-17 2-18

Module 3 Inputting Basic Activity Data
What is Activity?................................................................................................................................... Activity ID……………………………………………………………………………………………. Activity Description………………………………………………………………………………….. Activity Original Duration (OD)……………………………………………………………………... Activity Type…………………………………………………………………………………………. Before You Start……………………………………………………………………………………… Adding Activities…………………………………………………………………………………….. Deleting Activities……………………………………………………………………………………. Editing Activities……………………………………………………………………………………... Copying Activities……………………………………………………………………………………. Linking Activities with Codes………………………………………………………………………... Workshop 3…………………………………………………………………………………………... Module Review………………………………………………………………………………………. Module Review Answers…………………………………………………………………………….. 3-3 3-4 3-4 3-5 3-6 3-8 3-9 3-10 3-10 3-12 3-13 3-14 3-17 3-18

Module 4 Inputting Logic Relationships
What is Logic Relationship?.................................................................................................................. Predecessor and Successor……………………………………………………………………………. Types of Relationships………………………………………………………………………………... Relationships with Lag………………………………………………………………………………... Examples of Relationships with Lag………………………………………………………………….. Inputting Relationships Using Bar Chart View: Step 1………………………………………………. Inputting Relationships Using Bar Chart View: Step 2………………………………………………. Inputting Relationships Using Bar Chart View: Step 3………………………………………………. Inputting Relationships Using PERT View: Step 1, 2, and 3………………………………………… Editing Relationships…………………………………………………………………………………. Tracing Logic in PERT View…………………………………………………………………………. Link and Unlink Activities……………………………………………………………………………. Autolink Activities……………………………………………………………………………………. Workshop 4…………………………………………………………………………………………… Module Review……………………………………………………………………………………….. Module Review Answers……………………………………………………………………………... 4-3 4-4 4-5 4-7 4-8 4-9 4-10 4-13 4-14 4-17 4-19 4-19 4-20 4-21 4-23 4-24

Module 5 First Schedule Run
Introduction…………………………………………………………………………………………… Automatic Schedule vs. Manual Schedule……………………………………………………………. The Schedule Passes…………………………………………………………………………………... Total Float…………………………………………………………………………………………….. Free Float……………………………………………………………………………………………… Other Data Checked for While Scheduling…………………………………………………………… Schedule Command…………………………………………………………………………………… Workshop 5…………………………………………………………………………………………… The View after Schedule……………………………………………………………………………… Schedule Report………………………………………………………………………………………. Notes…………………………………………………………………………………………………... Workshop 6…………………………………………………………………………………………… Module Review……………………………………………………………………………………….. Module Review Answers……………………………………………………………………………... 5-3 5-3 5-6 5-8 5-9 5-9 5-11 5-14 5-15 5-16 5-19 5-20 5-21 5-22

....... 8-3 8-5 8-7 8-8 8-10 8-11 8-16 8-17 8-18 ........... Notes………………………………………………………………………………………………….. Module Review………………………………………………………………………………………....... Individual Calendar………………………………………………………………………………….... Resource and Cost Tabular Reports…………………………………………………………………. 6-3 6-4 6-7 6-10 6-10 6-12 6-13 6-16 6-18 6-19 6-21 6-22 Module 7 Resources and Cost Assignment Introduction……..... Module Review………………………………………………………………………………………........……………………………………………………………………………………........ Module Review……………………………………………………………………………………….... Assigning Resources and Cost to Activities…………………………………………………………................. Workshop 11…………………………………………………………………………………………................ Workshop 8…………………………………………………………………………………………................. Other Ways to Define Holidays……………………………………………………………………… Printing Calendars…………………………………………………………………………………….............. Formatting Selected Bars……………………………………………………………………………................. Module Review Answers…………………………………………………………………………….. Global Bar Formatting………………………………………………………………………………............... Imposing a Finish Date on the Project………………………………………………………………............... Workshop 13………………………………………………………………………………………….. Module Review Answers……………………………………………………………………………...................................Module 6 Inputting Activity Calendar Introduction…………………………………………………………………………………………... Formatting Columns…………………………………………………………………………………............. Module Review Answers……………………………………………………………………………..... How to Create Cost Account Dictionary?. Transferring Activity Calendar……………………………………………………………………….... How to Create Resource Dictionary?..... Workshop 10…………………………………………………………………………………………............... Global Calendar………………………………………………………………………………………... Workshop 7…………………………………………………………………………………………............................... Assigning Individual Calendar to an Activity……………………………………………………….............. Notes…………………………………………………………………………………………………........................ Resource and Cost Profile (Histograms)……………………………………………………………........................ 7-3 7-4 7-7 7-11 7-12 7-17 7-18 7-23 7-28 7-29 7-31 7-32 Module 8 Layout and Formatting Options What is Layout in P3?.......... Workshop 9…………………………………………………………………………………………...... Workshop 12…………………………………………………………………………………………...............

Actual Work Started What Should I Do?............... Print Command……………………………………………………………………………………….............. Selecting Using Filters………………………………………………………………………………. Workshop 15………………………………………………………………………………………….. Module Review Answers…………………………………………………………………………….... Page Setup……………………………………………………………………………………………..... Screen Colors Formatting……………………………………………………………………………. Module Review……………………………………………………………………………………….... Workshop 14…………………………………………………………………………………………... Filters…………………………………………………………………………………………………..Module 9 More Formatting Options Formatting Options…………………………………………………………………………………...... Workshop 18…………………………………………………………………………………………............. Making Backup of Your Project……………………………………………………………………… Restoring Your Project………………………………………………………………………………................ Reorganize Now……………………………………………………………………………………… Summarize…………………………………………………………………………………………….................. Module Review………………………………………………………………………………………... 9-3 9-4 9-6 9-8 9-9 9-10 9-11 9-13 9-13 9-14 9-16 9-19 9-20 9-23 9-24 Module 10 Printing Layouts Introduction…. Module Review………………………………………………………………………………………... Workshop 17………………………………………………………………………………………….... Creating Updating Layouts…………………………………………………………………………… Creating Tabular Reports…………………………………………………………………………….................... Module Review Answers…………………………………………………………………………….. Fonts Formatting……………………………………………………………………………………................ Organizing…………………………………………………………………………………………….. 10-3 10-3 10-6 10-11 10-13 10-15 10-17 10-18 Module 11 Project Updating Before the Actual Start of the Project………………………………………………………………… Workshop 16………………………………………………………………………………………….... Print Preview………………………………………………………………………………………….……………………………………………………………………………………. Timescale Formatting………………………………………………………………………………… Sight Lines Formatting………………………………………………………………………………. Printer Setup…………………………………………………………………………………………..................................... 11-3 11-4 11-5 11-9 11-10 11-13 11-15 11-16 11-17 11-18 11-25 11-27 11-28 ... How P3 Calculates the Dates If Totals are Displayed?.......... Updating Using Progress Spotlight…………………………………………………………………… Earned Value………………………………………………………………………………………….............. Module Review Answers……………………………………………………………………………. Dates Formatting……………………………………………………………………………………...

It is a very handy tool for teachers in colleges and universities whom they are teaching P3 This courseware will not teach the reader Project (Construction) Management. 3. the estimated time would be 3 days. Project Managers. which will complete a full (small) project starting from creating the project. the reader can take it up to his/her convenience There are 18 workshops. or teachyour-self courseware: • • As for the first option. or taking a course This courseware can be used as instructor-led courseware. hence putting the reader in the practical mode Organize the information in a very logical order Not overlooking any of the basic and necessary commands and functions in P3 This courseware will cover the basic and intermediate levels of knowledge in P3 This courseware is covering P3 Ver.1 . up until the updating process. It is a pre-requisite to know the science behind PM or CM by at least reading a book. Solving all workshops will lead to: • • • Simulate a real life project from beginning to end.Preface Primavera Project Planner (P3) is a tool for Planners. and any person needs to plan-control a project This courseware is perfect for new and novice users of P3. 8 hours a day As for the second option.

3.Module 1: Introduction to Primavera Project Planner Ver.1 This module contains: What is Primavera Project Planner (P3)? How to deal with P3 file commands? P3 screens Method of working How to create a new project 1-1 .

Using Primavera Project Planner Ver. 3.1 1-2 .

Inc. productivity. the management team will plan for the following factors: • • • Time Resources Cost To mention few things takes place in Planning stage: • • • • • Calculating activity duration based on work demanded. hence. view the Resource/Cost histograms Generating a Procurement plan Anticipating problems may take place in all parts of the project 1-3 .1 What is Primavera Project Planner? Primavera Project Planner is the flagship product of Primavera Systems. and efficiency of the different resources Understanding the logic sequence of the project Assigning Resources and Costs to activity. 3. and large Big projects through the world were planned and controlled using P3 P3 is used in almost all countries of the world Mainly there are two stages in Project Management to manage any project: • • Planning stage Monitoring stage In Planning stage. which takes place before the practical start of the project. medium.Module 1: Introduction to Primavera Project Planner Ver. the leader in the management software since 1982 Primavera Project Planner is abbreviated P3 P3 is specialized in managing all types of projects: small.

P3 has the ability to customize layouts with tables and graphics (controlling colors. and impossible to be accomplished In the Monitoring stage. and then later monitor them P3 has enormous pre-made reports to aid the user producing all the necessary information about the project in either phase of the project Also. or customize your own) Collect actual data from the field. fonts. namely.Using Primavera Project Planner Ver. Resources. resources. in daily basis The data collected should cover the three main areas planned for. and Cost P3 has the sufficient functions to help the user plan for the time. and not ideal.1 Planning team will use: • • • Previous management experiences Previous practical experiences of similar projects Historical data collected actually from the field The plan generated should be practical and doable.) and produce very handsome and colorful reports 1-4 . and cost. 3. etc. Time. the management team will: • • • • Specify the type of data to be collected from the field Decide on which forms should be used in collecting data (you can use international pre-defined forms.

1 How to start P3? You have two ways to start P3: • • If there is a shortcut in the desktop simply double-click it From Windows taskbar.Module 1: Introduction to Primavera Project Planner Ver. click Start / Programs / Primavera / Primavera Project Planner P3 will start with no projects open. 3. like the following: 1-5 .

1 Opening a project in P3 From the toolbar click Open tool. click on it (don’t double-click unless you are sure that this project is the desired one) 1-6 .Using Primavera Project Planner Ver. or from menus select File/Open The following dialogue box will appear: Specify the Drive you want to open the project from Specify the Folders In the Projects table your project should be displayed in the list. 3.

and select another file P3 has two Displays to work with (as illustrated in the next two pages): • • Bar Chart view PERT view Note You can open 4 different projects simultaneously in P3 1-7 . and Data date. and the following dialogue box will be displayed: In this dialogue box you can see almost all the needed information including: Project title. Project Start date. otherwise click Cancel. Activity count. Company name. simply click Overview button.1 If you want to make sure that the selected project. is your desired project.Module 1: Introduction to Primavera Project Planner Ver. Early Finish of the project If this is the file. Planning unit. click Open. 3.

1 P3 Bar Chart Screen Toolbar Menu Bar Title Bar Activity Table Status Bar Bar Area 1-8 .Using Primavera Project Planner Ver. 3.

Module 1: Introduction to Primavera Project Planner Ver.1 P3 PERT Screen 1-9 . 3.

or from menus select File/New The following dialogue box will appear: 1-10 . it will be the date of the day you will run the Schedule command in Creating a New project From the toolbar click New button.1 Method of Working P3 is using Critical Path Method (CPM) in calculating the dates and floats of the activities P3 is using Precedence Diagramming Method (PDM) in presenting the network P3 will calculate the schedule reference to the Data Date (DD). 3. which is defined as Time Now: • • If you are in the Planning phase DD is the Start Date of the Project If you are in Monitoring phase.Using Primavera Project Planner Ver.

Module 1: Introduction to Primavera Project Planner Ver. Week. the Activities will be measured using the selected planning unit Input Workdays/week. Day.1 Input the Project name (should be always 4 characters) Input Number/Version. you have the choice of starting the week from any day you would like Input the Project start date Input when the Project must finish by date. and Company name Input the Planning unit (You have four choices. if you leave it empty. click Add. if you want to signify the trial number Input the Project title. 3. Hour. hence we prefer. which is the number of working days per a given week Input Week starts on. and we will later input it Once you are done. This piece of information is optional. and Month). a new empty project will be opening 1-11 . Accordingly.

Project Name: SCIE b. Create a new folder holding your name (this is a non-professional way to name a folder. and to renovate an existing one. Project Title: Science College Expansion Project d.Using Primavera Project Planner Ver. and click Add 1-12 . Start P3 3. Week Starts On: Monday h. The project is to construct two new buildings. Leave the rest of data as is.1 Creating New Project Workshop 1 Our workshops are built around a medium project issued by Technology University. Company Name: Technology University e. another building is a Gymnasium with high modern standards (it will be steel structure). Create a new file and save it in your folder 4. 1. which will be devoted for Classrooms (it will be a concrete structure). but we will use it for its easiness) 2. Planning Unit: Day f. Work days/Week: 5 g. Number/Version: 1. 3. Project Starts: 27 JUN 2005 5.0 c. Input the following data: a. and finally wants to renovate the existing lab building. Technology University wants to build up a new building.

Primavera Project Planner d. False 5. Project Management goes through two main stages: _____________ and ____________ 3. 1-13 . All of the above 2. 3 files at a time d. P3 can deal with: a. 3. B & C 6. You input actual data in the Planning stage: a. Time Now c. Data Date d. CPM means ______________________________________________________________. 1 file at a time b. DD definition is: a. 2 files at a time c. Primavera software version 3 b. Primavera software goes through 3 stages of work c. Start Date b.1 Module Review 1. P3 means: a.Module 1: Introduction to Primavera Project Planner Ver. True b. 4 files at a time 4.

Using Primavera Project Planner Ver.1 Module Review Answers 1. b 5. d 6. Critical Path Method 1-14 . d 4. 3. Planning and Monitoring 3. c 2.

Module 2: Classification Using Activity Codes and IDs This module contains: The importance of Classification in projects The difference between Activity Codes and Activity IDs Steps to create Activity Code Dictionary Printing and Sharing Activity Code Dictionary 2-1 .

3.1 2-2 .Using Primavera Project Planner Ver.

go through the following steps: • Draw diagram (or diagrams.Module 2: Classification Using Activity Codes and IDs The Importance of Classification Activities are the main component of a project Mid-sized projects may reach 1000 to 4000 activities Dealing with such big number of Activities needs from the user to classify the activities to achieve all/any of the following: • Organize and group the activities according to common code which will lead to produce good looking Layouts (will be discussed later) Produce complex reports fast and accurate Answer urgent questions (e. like the diagram below: Phase Construction Internal Finishing External Finishing 2-3 . in meetings) using simple steps • • Classification of Activities can be done using: • • Activity Codes (Code or ID) WBS (Work Breakdown Structure) We will discuss in this courseware the Activity Codes Before You Start Before you start inputting data to P3.g. depends on your case) to show the types of classifications and their expected values.

Using Primavera Project Planner Ver.1 Then type a code for each classification and its values: Phase PHAS Construction CN Internal Finishing IF External Finishing EF From the diagram above. 3. and its abbreviation is PHAS The expected values for this Activity Code are: Construction CN. we can see the following: • • • The classification (we will call it Activity Code) is Phase. Internal Finishing IF. and External Finishin EF The number of characters for each value is 2 Repeat the same steps for other classifications 2-4 .

Sum of all lenghts shouldn’t exceed 64 characters The Description.Module 2: Classification Using Activity Codes and IDs Activity Code Command From menus select Data/Activity Codes. which is the number of characters for the values of this code (i. the following dialogue box will appear: In the Activity Code tab you will find actvitiy codes defined in your project (these are the default activity codes. in our previous example it was 2).e. which is a brief description of the code • 2-5 . and they will be copied to any new project automatically) so the first step will be to delete the existing codes Input the Activity Codes taking into consideration the following: • • The Name of the code shouldn’t exceed 4 characters The Length.

1 You will get something like the dialogue box shown below: Now input the values for each Activity Code. like below: Repeat the same steps for other Activity Codes 2-6 .Using Primavera Project Planner Ver. 3.

and do as you did in the Activity Code tab: • • • The Name of the ID shouldn’t exceed 4 characters The Length. The sum of all lenghts shouldn’t exceed 10 characters The Description. AA3. But as you can see the above IDs don’t reflect any meaning or any type of information P3 suggests to utilize the Activity ID part to do two things: • • Name our activities intelligently Calssify our activities just like we did in Activity Codes You can have up to four classifications as Activity ID Click on the Activity ID tab. etc. AA2. AAC. etc. AAA. which is a brief description of the ID 2-7 . AAB. which may be anything you wish. 124. 123. etc. we have to know that each and every activity in P3 should have an Activity ID (which is the Activity Name). like: • • • AA1. which is the number of characters for the values of this ID. 125.Module 2: Classification Using Activity Codes and IDs Activity ID tab in Activity Code In the Activity Code dialogue box there is a tab titled Activity ID: What is the significance of Activity ID in P3? To answer this question.

3.1 You will get something like the below: 2-8 .Using Primavera Project Planner Ver.

Module 2: Classification Using Activity Codes and IDs Set the Order for Codes and IDs One of most important reasons we use Activity Codes. like in the picture below: In Order field you will specify which group will apear first If you didn’t interfere in the order. P3 will order them alphabetically Check the below dialogue box: 2-9 . and Activity IDs is to organize and group activities.

Using Primavera Project Planner Ver. click Refresh button 2-10 . validate against dictionary” From now on. whenever the user input any value that doesn’t exist in the dictionary. but rather will wait for the user to do that manaully To do that manually. There are two methods: • • Automatic method Manual method Automatic method From menus select Data/Activity Codes In the bottom portion of dialogue box. validate against dictionary” Click this checkbox on From now on. there is a checkbox says: “When new code values occurs in project. P3 will add this value User should later input the the description. how P3 will react? It depends on your project settings. 3.1 Validate Against Dictionary and Refresh If the planner while linking Activity Codes (or Activity ID) to an activity input a value that doesn’t exist in the dictionary. P3 will not add this value to the dictionary. and order Manual method From menus select Data/Activity Codes Click off the checkbox says: “When new code values occurs in project. whenever the user input any value that doesn’t exist in the dictionary.

just like the one on the next page 2-11 . you can print a report and save it Click the Print button. the following dialgoue box will appear: A report will be produced. so other out-siders would understand the coding structure of your project. P3 will give you the following warning message: Click OK.Module 2: Classification Using Activity Codes and IDs Printing Activity Code Dictionary In order to include the classifiaction hierarchy with your project papers.

1 This is a sample of a report: 2-12 . 3.Using Primavera Project Planner Ver.

Now click Transfer The dictionary will be copied to your project 2-13 .Module 2: Classification Using Activity Codes and IDs Transferring Activity Code Dictionary You can transfer Activity Code Dictionary between projects Go to the new project you want to transfer to From menus select Data/Activity Codes Click the Transfer button. then at the top portion of the dialogue box specify the project. the following warning message will appear: Click OK. The following dialogue box will appear: Specify the Driver and Folder which the desired project you want to copy from resides in.

3.Using Primavera Project Planner Ver.1 Notes 2-14 .

Open SCIE project 2. create Activity Code PHAS and its values in the Activity Code tab (Use numbers for Order): Phase PHAS Construction CN (1) Internal Finishing IF (3) External Finishing EF (2) Handing Over HO (4) 4. Using the following diagram. create Activity Code RESP and its values in the Activity Code tab: Responsibility RESP Michael Mann MM (1) Tom Hunter TH (2) Liza Morrotto LM (3) 2-15 . Using the following diagram.Module 2: Classification Using Activity Codes and IDs Creating And Inputting Activity Codes and IDs Workshop 2 1. Delete the existing Activity Codes 3.

3. create Activity ID BLDG and its values in the Activity ID tab: Building BLDG Classrooms CR (1) Gym GM (3) Lab LB (2) 6.Using Primavera Project Planner Ver. Using the following diagram.1 5. Produce a print out of your dictionary 2-16 .

True b.the existing one. Both will appear as part of the Activity ID 6. Organize and Group our activities c. One of the following statements are true about Activity Code Order a. Activity ID coding will appear as part of the Activity ID c. False 5. Classify our activities b. Differentiate between Activity Code and Activity ID d. If you transfer an Activity Code Dictionary from project to another project. The only difference between Activity Code and Activity ID is: a. There is no difference b. Specify the maximum length of code value 4. The number of values for any Activity Code or ID is limited by 10 a. the transferred Dictionary will _________. Affect the activities grouping b. Affect whether this code is useable or not c. Activity code will appear as part of the Activity ID d. We need Activity Codes to: a. 2-17 . The Name of Activity Code should not exceed _____________ characters 3.Module 2: Classification Using Activity Codes and IDs Module Review 1. Produce Layouts d. All of the above 2.

a 4. 4 3.1 Module Review Answers 1.Using Primavera Project Planner Ver. 3. Overwrite 2-18 . d 2. b 5. b 6.

Module 3: Inputting Basic Activity Data This module contains: What is activity? The basic activity data needed to input an activity Preparation before you input an activity Adding/Deleting/Editing Activities Copying activities Linking activities with Activity Codes 3-1 .

1 3-2 . 3.Using Primavera Project Planner Ver.

each one of us can look at it from different angle For instance.Module 3: Inputting Basic Activity Data What is Activity? Activity is the basic component of any project We can define activity as “any work you want to accomplish” Work is a very loose word. but initially we need only four: • • • • Activity ID Activity Description Activity Original Duration (abbreviated as OD) Activity Type 3-3 . the activity list will be very different This will highlight the fact that “Activity List writing is not exact science” We can input lots of information pieces for an activity. one will consider “Constructing First Floor Slab” as a single activity Another will consider: • • • Formwork for First Floor Slab as an activity Re-baring for First Floor Slab as an activity Concrete Placement for First Floor Slab as an activity It is a common knowledge that if two planners were given the same project.

each activity ID in our project will start with either CR. Gym GM.Using Primavera Project Planner Ver. which would be left to the user Activity ID could be as long as 10 characters (spaces are allowed and counted) Activity Description This piece of information is devoted for the user to write a short description about the activity You can leave it empty if you wish (P3 will not generate any error messages) You can type up to 48 characters (including spaces) 3-4 . or there is a default value for it In Module 2. GM. 3. with expected values Classrooms CR. other data either can be left empty. or LB. and LB303 The numbers after the two characters would be sequential number. we selected the Building to be our Activity ID. example would be CR100. and Lab LB Now. GM205.1 Activity ID Activity ID is the Activity Name It is the only compulsory piece of information P3 asks for.

P3 will calculate the duration In this courseware.Module 3: Inputting Basic Activity Data Activity Original Duration (OD) Activity Original Duration can be either input by the user. we will tackle only the first type of activities. or calculated by P3 It depends on the type of resources which will be assigned to it: • • If the resources were Non-Driving. and estimated count of each resource to be assigned With the above information available the user can produce correct OD which is based on real calculation 3-5 . the user will assign the duration If the resources were Driving. hence we need to calculate the OD manually then input the value to P3 Some guidelines to help calculating OD would be: • • • • • Prepare for each activity a worksheet (this can be a piece of paper or MS Excel® sheet) List the resources which will work on the activity List the amount of work in which each resource can accomplish Specify the productivity.

they are: • • • • • Task activity Start Milestone activity (SM) Finish Milestone activity (FM) Start Flag activity (SF) Finish Flag activity (FF) Task Activity The default type of activities Task activity is any activity has a duration. the start and finish of it will be calculated according to the activity base calendar Duration should be input by the user if no resources or Non-Driving resources were assigned to the activity. but rather with it. 3. and will have Actual Finish 3-6 . we will discuss only five of them. as all of the activities related to it directly can’t finish after it. or after it Finish Milestone considered to be a Constraint. there are 9 types of activities Each one would suit a certain case The default type is Task activity In this courseware.Using Primavera Project Planner Ver. or before it Start Milestone should be updated. but rather with it.1 Activity Type In P3. as all of the activities related to it directly can’t start before it. and will have Actual Start Finish Milestone should be updated. Finish Milestone used to signify the ending of an activity or group of related activities Start Milestone considered to be a Constraint. In case of Driving Resources P3 will calculate the duration Start and Finish Milestone Zero-Duration activities Start Milestone used to signify the beginning of an activity or group of related activities.

Finish Flag used to signify the ending of an activity or group of activities Start Flag considered to be a Constraint. but with it.Module 3: Inputting Basic Activity Data Start and Finish Flag Zero-Duration activities Start Flag used to signify the beginning of an activity or group of activities. and Finish Flag are always Successors to other Activities and never considered as Predecessors to other Activities. and Finish Flag will not be updated by the user. but rather with it. In addition. or before it Start Flag. as all of the activities related to it directly can’t start before it. nor Start-To-Start relationships. but P3 will update them according to the activities linked to them Example of Milestones Activity B Activity E Activity A Start Milestone Activity C Finish Milestone Activity F Activity D 3-7 . SF will accept neither Start-To-Finish. nor Finish-ToFinish relationships. as all of the activities related to it directly can’t finish after it. FF will accept neither Finish-ToStart. or after it Finish Flag considered to be a Constraint. Start Flag. Accordingly.

1 Example of Flags Start Flag Activity B Activity E Activity A Activity C Finish Flag Activity F Activity D Before You Start Before you start inputting basic activity data. 3.Using Primavera Project Planner Ver. the following dialogue box will appear: You have three choices to select from: • • • To Automatically number activities without showing the Actvitiy Form To Automatically number activities and showing the Actvitiy Form To show the Activity Form only Using the Activity Form only will give you more control over the process of inputting activities. Consequently. from menus select Tools/Options/Activity Inserting. do the following: • • Click off Automatically number activities Click on Use activity form when inserting an activity 3-8 .

type in the Activity ID. the Activity Form will disappear To add another activity click below the last activity in the activity table. as this means that you are done with inputting) Next field is Activity Description. SF. then press Tab key. type in the activity description. or press Enter If your activity is SM. FM. or press Enter. or click “plus sign” again 3-9 . click the button with “plus sign” The Activity Form will appear automatically: You will find the cursor blinking in the ID part. the following menu will appear: Select the desired activity type Click OK. or FF. click OK. you have two choices: • • If your activity is Task. right-click on the Type field.Module 3: Inputting Basic Activity Data Adding Activities From the Edit Bar. input the estimated origianl duration of your activity Specify the Activity Type. or click the next field (don’t press Enter. press Tab key The cursor will go directly to the OD field.

or from menus click Edit/Delete The following dialogue box will appear: If you are sure of what you are doing click Yes. click “minus sign”. the activity will be deleted If not click No. 3.1 Deleting Activities Select the activity (or activities) to be deleted From Edit bar. the Activity Form will appear. then you can edit whatever data you would like The same can happen if you select from menus Edit/Edit Activity Select the cell which contains the data you want to edit (the cell selector is a bold frame appears around the cell required). just like the below example: The contents of the cell will appear in the Edit bar Click the Edit bar. or press F2 to edit the contents 3-10 .Using Primavera Project Planner Ver. the deleting process will stop Editing Activities There are two methods to edit the activity data: • • Editing all types of data Editing single data Editing all activity data Editing single activity data Double-Click on any activity.

Module 3: Inputting Basic Activity Data Note Other ways to show the Activity Form permenantly are: • • • From menus select View/Activity Form Press F7 From toolbar click Activity Form icon These 3 ways are ON/OFF functions. EF. etc. unless you opened your project as Exclusive (which is a checkbox in the Open dialogue box) 3-11 .) which we will discuss later Activity ID. LS. which means they will show or hide the Activity Form Using the baove methods of editing activites is applicable to all types of data except two types: • • All the data calculated by P3 (like ES. TF. LF.

Ctrl+C. the following dilaogue box will appear: You can select one of the four choices available: • • • • Rename duplicates only Rename all Prefix or suffix Auto-increment 3-12 . or right-click and select Copy Go to the desired place (the same project.Using Primavera Project Planner Ver. or open another project) From menus select Edit/Paste. or across projects Select the desired activity (or activities) From menues select Edit/Copy.1 Copying Activities Copying activities means copying the whole data of single activity or activities Copying can be done from a project to the same project. Ctrl+V. 3. or right-click and select Paste In order for P3 to make sure that no duplication of the same activity ID will take place.

by clicking Contents buttom which will display the names of the coming activities Auto-increment Linking Activities with Codes In Module 2 we created Activity Code Dictionary In this Module we will link each activity with the proper code value The lower left part Activity Form contains the Activity Codes defined and its value Right-click on the desired code. by suggesting a character (or characters) to appear to the left of the coming activities IDs (this is prefix) or appear to the right of the coming activities IDs (this is suffix) It is another fast way to rename activities. by suggesting a base name (for instance GM100) and then an increment number (for instance 10) this will allow P3 to rename all the coming activites easily Also you can make sure that the coming activities are the desired ones.Module 3: Inputting Basic Activity Data Rename duplicates only Rename All Prefix or suffix P3 will select the coming activities with maching IDs only to be renamed. the rest will be pasted without any change P3 will show all activities to be renamed It is a fast way to rename activities. select the desired value Do the same for the other codes 3-13 . a list of the available values will be displayed.

utilize of renaming of activities 3-14 . and description of different activities b.1 Inputting Basic Activity Data Workshop 3 1. and identify the similarity between the IDs. Open SCIE project 2. 3. Also. Taking into consideration the following notes: a. Input the activities from next pages 3. Utilize Activity Copying utility. which will minimize the time of data input.Using Primavera Project Planner Ver. Read the whole list first.

Module 3: Inputting Basic Activity Data Duration Activity ID CR050 CR100 CR105 CR110 CR115 CR120 CR125 CR130 CR135 CR140 CR200 CR205 CR300 CR305 CR310 CR315 CR400 CR500 GM050 GM100 GM105 GM110 GM115 GM120 GM200 GM205 GM300 GM305 GM310 GM400 GM500 LB100 LB105 LB110 Phase CN CN CN CN CN CN CN CN CN CN EF EF IF IF IF IF HO HO CN CN CN CN CN CN EF EF IF IF IF HO HO IF IF IF Type Activity Description Site Preparation & Mobilization for Classrooms Start of Classrooms Construction Excavation for Classrooms Concrete Works for Foundation for Classrooms Filling and Compacting Soil for Classrooms Start of Concrete Skeleton for Classrooms Beams/Columns/Slabs for 1st Floor (Classroom) Beams/Columns/Slabs for 2nd Floor (Classroom) Beams/Columns/Slabs for 3rd Floor (Classroom) Finish of Concrete Skeleton for Classrooms External Stone Fixing for Classrooms Waxing External Stones for Classrooms Preliminary Plumbing. Elec. . Elec. & HVAC for Classrooms Paining of Classrooms Finish of Classrooms Construction Handing Over Classroom Building Site Preparation & Mobilization for Gym Start of Gym Construction Excavation for Gym Concrete Works for Foundation for Gym Filling and Compacting Soil for Gym Steel Skeleton for Gym Precast-Concrete Cladding for Gym Cleaning and Waxing Concrete Cladding for Gym Install Plumbing. & HVAC for Lab 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 Task SM Task Task Task SF Task Task Task FF Task Task Task Task Task Task FM Task Task SM Task Task Task Task Task Task Task Task Task FM Task SM Task Task 18 0 25 28 15 0 38 38 38 0 65 12 16 38 22 44 0 5 12 0 25 28 15 36 35 12 40 27 24 0 5 0 18 26 MM MM MM MM MM MM MM MM MM MM LM LM TH TH TH TH MM MM MM MM MM MM MM MM LM LM TH TH TH MM MM MM LM TH Resp 3-15 No. and HVAC for Gym Special Wooden Floor Fixing for Gym Fixing Seats in Gym Finish of Gym Construction Handing Over Gym Building Start of renovation of Lab Stripping the existing Lab Preliminary Plumbing.. Elec. Elec. & HVAC for Classrooms Internal Finishing for Classrooms Final Plumbing.

Elec.Using Primavera Project Planner Ver.1 IF LM IF LM IF LM IF LM IF TH IF TH HO MM HO MM 35 36 37 38 39 40 41 42 LB115 LB120 LB125 LB130 LB135 LB140 LB200 LB500 Install Base Cabinets Install Fume Hood Install Wall Cabinets Install Chemical Sink Final Plumbing. 3. & HVAC for Lab Lay PVC tiles over Lab Floor Finish of renovation of Lab Handing Over Lab Building Task Task Task Task Task Task FM Task 18 12 29 15 32 38 0 5 3-16 .

9 c. A125. True b. 5 2. True b. All of the above 4. ____________ should not have a successor 3. A127 c. 125 b. False 5. GM110. I can edit the Activity ID of a certain activity a. False 6. 8 b. 7 d. or ______________________ I can edit the all types of data for certain activity 3-17 . A126.Module 3: Inputting Basic Activity Data Module Review 1. 124. Using _________________. 123. CR105. LB200 d. One of the following is considered an intelligent Activity ID: a. P3 will not permit to have two activities with the same ID in the same project a. How many activity types available in P3: a.

Flags 3. c 4. a 6. b 2. Double-click. 3.1 Module Review Answers 1. a 5. or Edit/Edit Activity 3-18 .Using Primavera Project Planner Ver.

Module 4: Inputting Logic Relationships This module contains: What is logic relationship? Predecessor and Successor Types of relationship Inputting relationships using Bar Chart view Inputting relationships using PERT view Editing relationships Tracing relationships Link and unlink activities Using Autolink function 4-1 .

Using Primavera Project Planner Ver.1 4-2 . 3.

you will do certain thing: A Excavation B Foundation C Almost none of the software in the current market is offering this method for representing the network Activity-On-Node Also known as PDM The activities are at the two nodes of a logic relationship Logic relationship is a link which ties two activities in a sequence manner. for instance: Excavation Foundation Filling The name Logic indicates that the relationship is not compulsory but rather it represents how the planner is viewing the sequence of the project. is acceptable 4-3 . hence any delay in start or end.Module 4: Inputting Logic Relationships What is Logic Relationship? In Module 1 it was mentioned that P3 uses PDM (Precedence Diagramming Method) in representing the network There are mainly two methods to represent a network: • • Activity-On-Arrow Activity-On-Node Activity-OnArrow Also known ADM (Arrow Diagramming Method) The old method of representing the network To go from event A to event B.

Using Primavera Project Planner Ver.1 Predecessor and Successor Based on the above each activity will have: • • Predecessor (or Predecessors) Successor (or Successors) Predecessor Successor Is any activity takes place in time before a given activity There could be more than one predecessor for a given activity Is any activity takes place in time after a given activity There could be more than one successor for a given activity One of the common practices is to prepare a table called either the Successor table or Predecessor table. you should produce a Successor table If you want to start with the last activity and go all the way to the left. GM050. you should produce a Predecessor table A successor table may look something like the following: Activity CR050 CR100 CR105 … Successor CR100. LB100 CR105 CR110 … 4-4 . 3. depends on the way you want to take it: • • • If you want to start with the first activity and go all the way to the right.

that means the start of a working day When we say Finish. and the default relationship in P3 When A finishes B starts the next day: A OD=7 S=1 F=7 S=8 B OD=10 F=17 Start-To-Start One of two relationships which allows parallel activities When A starts B starts at the same day: B OD=10 S=5 F=14 A OD=7 S=5 F=11 Note In the above case A is considered to be a Predecessor of B although A and B starts at the same day 4-5 . that means the finish of working day The most commonly used relationship.Module 4: Inputting Logic Relationships Types of Relationships P3 supports four types of relationships: • • • • Finish-To-Start (known as FS) Start-To-Start (known as SS) Finish-To-Finish (known as FF) Start-To-Finish (known as SF) Note Finish-To-Start When we say Start.

1 Finish-To-Finish The second relationship which allows parallel activities When A finishes B finishes at the same day: B OD=10 F=14 A OD=7 F=14 Note Start-To-Finish In the above case A is considered to be a Predecessor of B although A and B finishes at the same day This relationship is seldom used by planners It can be used effectively with flags If you want to link a start of an activity with a Finish Flag you can use Start-To-Finish relationship When A starts B finishes A B 4-6 . 3.Using Primavera Project Planner Ver.

the successor will start at day 5 In FF relationship if the predecessor finishes at day 11. check the following examples in the next page: 4-7 . you have to use the Lag time Lag time is the number of time-periods (days in our case) which you delay the successor from its predecessor. the successor will finish at day 11 The above shows that relationships dictate immediate start or finish for the successor. or negative. Lag time can be positive.Module 4: Inputting Logic Relationships Relationships with Lag Normally the following applies to relationship: • • • In FS relationship if the predecessor finishes in day 5 (for instance) the successor will start at day 6 In SS relationship if the predecessor starts at day 5. If you don’t want immediate start or finish for the relationship.

Using Primavera Project Planner Ver. 3.1 Examples of Relationship with Lag A SS 6 B Start-To-Start with +ve Lag A FS 7 B Finish-To-Start with +ve Lag A FF 4 B Finish-To-Finish with +ve Lag A FS -3 B Finish-To-Start with -ve Lag 4-8 .

Module 4: Inputting Logic Relationships Inputting Relationships Using Bar Chart View: Step 1 Draw your network on paper first: • • The biggest mistake a planner can do is to start inputting relationships without preparing it on paper first The management team should have more than one meeting discussing the logic of the network Drawing the network and the logic sequence is not an easy job. Hence creating more serial fashion relationships. to contractor point-of-view) the completion time. or the expenditure of money and resources. or parallel (or overlapping) fashion relationships 4-9 . it needs: • • • Huge field experience Team work and discussion (even sometimes needs Brain Storming) Deciding which is more important to the planner (it differs from owner point-of-view.

3. the following menu will appear: If you see ( ) beside Relationships. or hidden To make sure. do one of the following: • • • From menus select View/Relationships Press F3 From toolbar.1 Inputting Relationships Using Bar Chart View: Step 2 Prepare the layout so you can easily see the relationship lines. you will know that the relationship lines will be displayed. do the following: • From menus choose View. This involves three steps to do: • • • Make sure that the relationship lines is shown Increase the Row Height Learn how to Find Activities Show Relationship lines The relationships can be either displayed. click Relationship Lines tool 4-10 .Using Primavera Project Planner Ver. if not.

Module 4: Inputting Logic Relationships Increase Row Height Increasing Row Height is to spread the activities vertically so you can view the relationship lines better. see the following examples: • Without Increasing the row height: • With Increasing the row height: Select one of the activities From menus select Format/Row Height. the following dialogue box will appear: Do the following steps: • • • • Turn off the check box Automatic Size Set the Row height in points value to the desired number Click on All Activities under Apply to part Click OK 4-11 .

then click Find 4-12 . 3.1 Find activity This function is very important.Using Primavera Project Planner Ver. select All activities. click Find Activity tool Using any of the above the following dialogue box will appear: Type in the Activity ID. as sometimes you need to locate an activity to start defining its successor(s) Do one of the following: • • • From menus select Edit/Find Activity Press Ctrl+F From toolbar.

or successor Select one of the predecessors. or predecessor(s) for Press F7 Click either Pred. or Succ buttons The following dialogue box will appear Click (+) sign. and click Jump. Then continue defining relationships This what you may get: 4-13 . to go to it. The default is FS If there is any Lag. type in the predecessor (or successor) ID Specify the Rel (which is the relationship).Module 4: Inputting Logic Relationships Inputting Relationships Using Bar Chart View: Step 3 You can input the relationships using: • • Activity Form Graphically Using Activity Form Select (or Find) the activity you want to define either successor(s). or successors. specify it You can define more than one predecessor.

3.1 Using Graphically method Specify the end (Start. The relationship line will appear Go to the other desired end. up until the cursor change to Relationship cursor Now click and hold. 2.Using Primavera Project Planner Ver. applies to PERT From menus select View/PERT The following view will appear: 4-14 . and drop the relationship line The relationship line will be created Inputting Relationships Using PERT View: Step 1. and 3 All the notes we highlighted in the Bar Chart for Step 1. or Finish) you want to start with for a certain activity Get closer to it.

you can increase the spacing From menus select Format/Organize. the left part of the box is the start. the following dialogue box will appear. and the right part is the finish As you can see the boxes are very close to each other To spread the boxes horizontally and vertically. select the Spacing tab: Change to the new value for the spacing horizontally. and vertically 4-15 .Module 4: Inputting Logic Relationships Each activity is represented by a box.

1 The result may look something like the following: The relationship lines are by default shown But still we need to find activities. 3. or the Graphical method) 4-16 . using the Activity Form.Using Primavera Project Planner Ver. use one of the two methods mentioned in Bar chart view (namely. like we did in the Bar chart view To input relationships.

and PERT view. or delete a relationships according to your need Once you are done. the editing methods are the same Available editing methods are: • • Using Activity Form Graphical method Using Activity Form Find the activity you want to edit the relationship for Press F7 The Activity Form will appear Click both Pred.Module 4: Inputting Logic Relationships Editing Relationships For both Bar chart view. on the Activity Form click OK. or Succ buttons This what you will see: You can add new relationship. close the two forms. edit an existing one. Now find another activity to edit its relationships 4-17 .

as the relationship lines appear clearer in this view Go to PERT view Find the desired relationship to be edited Click the relationship line. or the lag Or you can delete the relationship by clicking the Delete button 4-18 . the following dialogue box will appear: The dialogue box will show the following information: • • • • The current Predecessor (un-editable) The current Successor (un-editable) The relationship type The Lag Change either the relationship type.Using Primavera Project Planner Ver.1 Graphical method It is better to do it in the PERT view. 3.

or from the lower half Link and Unlink Activities This should be done only Bar chart view If you have a series of activities and all of them are connected with FS relationship. do the following steps: • • • Select the desired activities From menus select Edit/Link Activities The activities will be linked with FS relationship You can unlink activities if they were linked with FS relationships: • • • Select the desired activities From menus select Edit/Unlink Activities The activities will be unlinked 4-19 .Module 4: Inputting Logic Relationships Tracing Logic in PERT View One of the greatest methods to check your logic Go to PERT view Select an activity From menus View/Trace Logic The screen will be cut into two halves. its predecessor(s). you can link them fast and smoothly using Link activity function. then select another activity from the upper half. The lower half will show the current activity. and its successor(s): Check your work.

1 Autolink Activities This facility is an automatic method of linking activities as you input them From menus select Insert/Autolink Select an activity (this is a very important step) which will be the predecessor of the coming activities Start adding activities Whenever you are done. 3.Using Primavera Project Planner Ver. from menus select Insert/Autolink again 4-20 . an FS relationship will be added to the new activity To stop this facility.

The graphical is more convenient if you are dealing with PERT view b. setup the activities in a way to help you do your job better 4. and Unlink c. to check the network accuracy 4-21 . taking into consideration the following points: a. Input the relationships as indicated in the next page. Open SCIE project 2.Module 4: Inputting Logic Relationships Inputting Logic Relationship Workshop 4 1. Accordingly. utilize Link. or PERT view 3. If there are lots of activities connected with FS relationship. After you are done. make sure to use Trace Logic function. Choose whether you want to input the relationships using Bar chart view.

3.1 CR120 SS FF CR140 CR050 OD=18 SS14 CR100 CR105 OD=25 CR300 OD=16 CR110 OD=28 CR115 OD=15 CR125 OD=38 CR130 OD=38 CR135 OD=38 CR200 OD=65 CR205 OD=12 CR305 OD=38 CR310 OD=22 CR315 OD=44 CR400 CR500 OD=5 LB100 LB105 OD=18 LB110 OD=26 LB115 OD=18 LB120 OD=12 LB125 OD=29 LB130 OD=15 LB135 OD=32 LB140 OD=38 LB200 LB500 OD=5 .4-22 GM300 OD=40 GM305 OD=27 GM310 OD=24 SS14 GM050 OD=12 GM100 GM400 GM105 OD=25 GM110 OD=28 GM115 OD=15 GM120 OD=36 GM200 OD=35 GM205 OD=12 GM500 OD=5 Using Primavera Project Planner Ver.

_______ is the default relationship type 3.Module 4: Inputting Logic Relationships Module Review 1. True b. All of the above 5. You should select an activity first c. True b. PDM b. Which is true about Trace Logic: a. From menus select _____________________ to spread the activity boxes horizontally and vertically in PERT view 4-23 . In PERT there is no need to make sure that relationship lines are shown or hidden. Almost all of the management software in the world are using a. To trace the predecessor(s) and the successor(s) of a selected activity d. False 6. ADM c. I can link activities as I add them up using Autolink function a. False 4. None of the above 2. Both PDM and ADM d. as they are always shown a. Used only in PERT view b.

Format/Organize 4-24 . FS 3. a 6. 3.Using Primavera Project Planner Ver. d 5.1 Module Review Answers 1. a 4. a 2.

Module 5: First Schedule Run
This module contains: Automatic vs. Manual Scheduling Schedule Passes Total and Free Float The Schedule command The view after Scheduling Schedule report

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Using Primavera Project Planner Ver. 3.1

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Module 5: First Schedule Run

Introduction
Schedule is to calculate the start and finish dates for each activity, hence will produce the finish date of the project Normally in Planning phase, the planner will perform scheduling several times, and the first one should be after finishing inputting activities and relationships The purpose of the first run, is to get the initial dates, so it can be used in the coming meetings Also, the initial dates may be submitted to Procurement department so they will have some sort of deadlines they can include in their RFQ to be issued

Automatic Schedule vs. Manual Schedule
In P3 there are two types of scheduling: • • Automatic Manual

Automatic Schedule

From menus select Tools/Schedule, the following dialogue box will appear:

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Using Primavera Project Planner Ver. 3.1

Click the Options button, the following dialogue box will appear:

Under Automatic scheduling and leveling, make sure that Schedule automatically is selected, then click OK If you turn the automatic schedule on, that means, P3 will always recalculate the dates if any new data and/or editing took place in your project This method will not produce any schedule reports, which will deprive the user from knowing and documenting the changes happened on the dates through out the development of the plan We don’t recommend this method

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Module 5: First Schedule Run

Manual Schedule

Under Automatic scheduling and leveling, make sure that Schedule automatically is NOT selected, instead select Off, then click OK

This method means you have to issue the command of Tools / Schedule each and every time your perform any changes on your project which will affect the start and finish dates It will produce a scheduling report (will be shown later in this Module) which contains great information to the planner, also, it is considered a documenting tool to show the development of the plan It is highly recommended

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and hence we have to deduct 1 from the duration See the following example: ES=1 OD=4 Activity A EF=4 ES=9 OD=16 Activity C EF=24 ES=1 OD=8 Activity B EF=8 5-6 . which we call them Early dates Early dates are the earliest dates an activity can start and finish after the finish of its predecessor(s) P3 will first locate the first activity with no predecessor. and the Early Finish (EF). text books starts at day 0.1 The Schedule Passes When the user issue the Schedule command. The formula used there is EF=ES+Dur. Yet in P3 we start at day 1. this formula is different. all the way to the first activity with no predecessor Forward Pass To calcualte the Early Start (ES). P3 will perform two passes: • • Forward Pass. P3 will use the following EF=ES+Dur-1 Why the -1? Comparing to the text books in management.Using Primavera Project Planner Ver. which will start from the first activity with no predecessor. The answer to that question is. 3. all the way to the last activity with no successor Backward Pass. which will start from the last activity with no successor. It could be more than one activity The ES of the first activity is the start date of the project (which you input when you created the project) To calcualte the EF. which is not practical.

so we can finish with day 1 See the following example: ES=1 OD=4 Activity A LS=5 LF=8 EF=4 ES=9 OD=16 Activity C EF=24 LS=9 ES=1 OD=8 Activity B LS=1 LF=8 EF=8 LF=24 Note LF of activity A. It could be more than one activity The LF of the last activity is the calcualted EF which was produced in the Forward Pass To calcualte the LS. we have to add 1 in the Backward Pass. hence started at day 9 The calculated finish date of this small project derived from the EF of the last activity. hence the LF is day 8 5-7 .Module 5: First Schedule Run Note Activity C. waited for all of its predecessors to finish. which is 24 days Backward Pass To calcualte the Late Start (LS). and the Late Finish (LF). P3 will use the following LS=LF-Dur+1 As we deduct 1 in the Forward Pass. and B is the day before LS of activity C. which we call them Late dates Late dates are the latest dates an activity can start and finish without delaying the calculated finish date of the project P3 will locate the last activity with no successor.

3. and LF) In view of that. or any type of Constraint the lowest TF for any activity would be 0 (zero) We call the activities with TF = 0 Critical activities We call the activities with TF > 0 Non-Critical activities We call the path that links the Critical activities. LS. and Backward Pass. P3 will calculate the Total Float (TF) Total Float is the number of days you can delay the start of an activity without starting at ES. ES. the Critical Path Critical Path is the longest path in the netwrok A given network may have more than one Critical Path We call the above method of calculation. EF. four dates will be produced (namely.Using Primavera Project Planner Ver.1 Total Float As a result of the Forward Pass. but without delaying the whole project TF = LF – EF Accordingly the Backward Pass will be: ES=1 OD=4 Activity A LS=5 TF=4 LF=8 EF=4 ES=9 OD=16 Activity C EF=24 LS=9 ES=1 OD=8 Activity B LS=1 TF=0 LF=8 EF=8 TF=0 LF=24 If there is no Imposed Finish Date (dicussed in the next Module). the Critical Path Method (CPM) 5-8 .

Module 5: First Schedule Run Free Float P3 also will calculate the Free Float (FF) Free Float is the number of days you can delay the start of an activity without starting at ES. it will stop the Schedule calcualtion and produce a report stating the relationships which led to the loop A B C 5-9 . when the user issues the Schedule command. but without delaying the successor TF = ES of the successor . P3 will calculate six types of data. FF) Other data checked for. which they are: • • • Two Early Dates (ES. and can be different Other Data Checked for While Scheduling As you can see from the previous discussion.EF of the activity . EF) Two Late Dates (LS.1 FF can be equal to TF. while scheduling are: • • • • Circular Loops Constraints Activities Open Ends Activities Out-of-Sequence Activities Circular Loop The Circular Loop is the relationships that starts at an activity and return back to the same activity If P3 detect any loop. LF) Two Floats (TF.

if more than these were mentioned. and finish with one activity (although.1 Here is an example of the Circular Loop: Constraints Activities P3 will identify any activity with constraints imposed on it. are all considered Constraints. is considered an open end Planners as they are creating their network will cosider the recommendation that network should start with one activity. they will have a prior knowledge that two activities will be mentioned in the report as Open Ends. SF. nor P3 will object if the network started with 100 activities. So. neither networking methods. this activity is considered to be out-of-sequence This is evident when the actual work starts and not while Planning phase 5-10 . and report it in the Schedule report The four types of activities SM.Using Primavera Project Planner Ver. planners will know that they overlooked a relationship Out-of-Sequence Activities If an activity started the actual work before the finish of its predecessor. hence they will be reported in the Schedule report Open Ends Activities P3 will assume that each activity will have at least one predecessor. 3. FF. and one successor Any activity with no predecessor. and finished with 100 activities) If the Planners abide to the above rule. or with no successor. FM.

click this checkbox on Out-of-Sequence activities listing.Module 5: First Schedule Run Schedule Command From menus select Tools/Schedule Or from toolbar. Data Date will be the day of which you performed the schedule in If you want to include in you report: • • • Constraint listing. the following dialogue box will appear: Specify Data Date. click this checkbox on Open Ends listing. Data Date definition is Time Now: • • In the Planning phase the Data Date is always the first day of the project as defined when the project was created Once you start inputting actual data. the following dialogue box will appear: 5-11 . click this checkbox on Click Schedule Now button. click Schedule button. as mentioned in Module 1.

as it will help in the following points: • • It contains valuable information about the project and the network It will work as a tool in the hand of the planner to docuemt how the project evoleved through the Planning phase The following is an example of a Schedule report: 5-12 . 3.Using Primavera Project Planner Ver. then click OK P3 will start performing the calculation P3 will then produce the Schedule report The Schedule Report is a very valuable tool for planners.1 Make sure that View on screen is selected.

Module 5: First Schedule Run Note If you press F9 the following dialogue box will appear: This is identical to the command above except it will not produce the report 5-13 .

How many Flags defined in your project?____________ (2) e. 3. How many relationships are there in your project? ______________(43) (Hint: the number 43 is excluding the two relationships of the two Flags) d.Using Primavera Project Planner Ver. From the Schedule report answer the following questions: a.1 Calculate the Schedule Workshop 5 1. How many activities in your project? ______________ (42) b. making sure that all the checkboxes are on. How many critical activities do you have in your project? ______________ (15) c. Open SCIE project 2. Click Schedule Now 3. When the project will finish? _______________(12OCT06) 5-14 . Using Tools/Schedule calculate the schedule using the default Data Date.

and then TF. which means Non-Critical activities Activities will be sorted according to their ES. so the sorting will take place You will see two groups of activities: • • Red Activities. therefore the list of activities will be different 5-15 . which means Critical activities Green Activities.Module 5: First Schedule Run The View after Schedule We recommend. that immediately you close your project and reopen it again.

3. then a sequential number (which is given by P3). One of these is the Schedule Report From menus select Tools/Tabular Reports/Schedule. the following dialogue box will appear: Click the Add button. starting with the letters SR.Using Primavera Project Planner Ver. click Add.1 Schedule Report P3 is equipped with lots of pre-defined tabular reports. the following dialogue box will appear: Each Schedule report will have an ID. The dialogue box in the next page will be displayed 5-16 . to accept the number.

Successor. This line shows the basic activity data You can add to this basic data other information like Predecessor. you can specify up to five different codes for each activity 5-17 . so you can utilize it In Content tab.Module 5: First Schedule Run Type in the Title of the report (highly recommended). and under Include the following data. the following applies: • • Leave Activity Code line there. and lots of other types In Content tab. and under Show these codes on activity code line.

Using Primavera Project Planner Ver. accordingly the report will be produced.1 Click the Format tab. you will see the following: Set the Sort by criteria Select the information to be displayed Once you are done. hence you can print it. click Run button. or save it 5-18 . 3.

Module 5: First Schedule Run Notes 5-19 .

out 5-20 . add Predecessor activity. and under Activity code line. Don’t include in the report Calendar. Click Run to produce the report 4. and Successor activity.Using Primavera Project Planner Ver. Save it under the name Sched01. make sure that activities are sorted according to ES. Open SCIE project 2. Produce Schedule report using the following points a. and Activity Codes 3. In Format tab. 3. and then TF using Ascending fashion d.1 Schedule Report Workshop 6 1. make sure to put Skip Lines to 1 for all three of the entries c. In Content tab. Title: First Schedule Report b.

4 types of data 2. Late or Early they are equal d. but with _______ color they will be non-critical 5-21 . True b. 2 types of data d. False 4. Early Start d. Late Finish of the last activity b. 5 types of data c. Total Float is calculated after the Forward Pass a. In Schedule. Imposed Finish Date by the user 6.Module 5: First Schedule Run Module Review 1. Early Finish 5. 6 types of data b. The calculated finish date of the project is a. The activity with _________ color is considered critical activities. Early Finish of the last activity c. Late Finish c. __________ is the other type of floats after Total Float 3. ES+Duration-1 is the formula to calculate a. Late Start b. P3 calculates: a.

d 5.1 Module Review Answers 1. a 2. FF 3.Using Primavera Project Planner Ver. b 4. b 6. 3. Green 5-22 . Red.

Module 6: Inputting Activity Calendar This module contains: What is global calendar What is individual calendar Assigning calendars to activities Imposing a Finish date on the project Defining Holidays Printing calendars Transferring calendars 6-1 .

3.1 Level 1 6-2 .Primavera Project Planner Ver.

and its ID is 1. affecting the Schedule calculation of this activity Schedule will not calculate an ES (for instance) in a day that considered as holiday or weekend in the calendar of an activity So sometimes one of the techniques to decrease the total duration of projects is to assign the critical activities to calendars with more working days per week 6-3 . hence the Finish date of the project (i. Wednesday. Tuesday.Module 6: Inputting Activity Calendar Introduction When we created the project. Calendar 1. and the second question with Monday Accordingly P3 will create an individual calendar. does not contain any holidays Activity calendar means calendar attached to an activity. which contains that the working days of the week are Monday. P3 asked two questions: • • Workdays/Week Weeks starts on Let us assume that you answered the first question with 5. Also. and the two weekends are Saturday and Sunday All of the 42 activities we input in our workshop were assigned Calendar 1. Thursday. 12OCT06) was calculated also based on Calendar 1 However.e. and Friday. not all activities will work the same working days.

3.Primavera Project Planner Ver. the following dialogue box will appear: 6-4 .1 Level 1 Global Calendar P3 has a unique calendar called Global calendar This calendar contains information which will affect the whole project and the other individual calendars Global Calendar can’t be assigned to activities From menus select Data/Calendars.

the following dialogue box will appear: You can change the following data: • • • • • • In which day the week will start When the calendar will start (always P3 will assume that calendar will start a year before the starting date of the project) When the project will start When is the Data Date Imposed Finish Date (will be discussed later in this Module) If a holiday occurs in a weekend.Module 6: Inputting Activity Calendar From the upper list. It is either by turining this rule off. and hence you do it manually. click on Global Calendar Click the Standard button. Or turning this rule on. by making the nearest workday as a holiday 6-5 . how should P3 treats it. and let P3 handles it.

make this holiday Repeating If you have an interrupted holiday. 3. the following dialogue box will appear: The holidays will be defined here will affect all individual calendars. then specify the working days within the holiday in the Exceptions table 6-6 .1 Level 1 Click the Holidays button. we call it Global Holidays In the table titled Nonworkperiods. specify the holidays. define the Start field and the Finish field If this holiday occurs at the same period every year. define it in the Start field If you have multiple uninterrupted holiday. simply specify the whole holiday in the Nonworkperiods table. The following rules apply: • • • • If you have one day holiday.Primavera Project Planner Ver. for that reason.

the defined holidays in individual calendar will affect the activities attached to it only and not all activities 6-7 . then click Standard button.Module 6: Inputting Activity Calendar Individual Calendar P3 has up to 31 individual calendars These calendars will be assigned to activities Individual calendar contains information which will affect only the activities attached to it Select an individual calendar. the following dialogue box will appear: In this dialogue box you can do two things: • • Type in a title for the calendar (highly recommended) Set the working days per week All the things discussed in Holidays of the Global calendar applies on the individual calendars Contrary to Global Calendar holidays.

and click OK 6-8 . 3.1 Level 1 How to create New Individual Calendar From menus select Data/Calendars. which you can change it Type in the desired title.Primavera Project Planner Ver. the following dialogue box will appear: P3 will give it a new ID. the following dialogue box will appear: Click Add button.

when you create a new individual calendar. and click OK How to delete an existing calendar From menus select Data/Calendars Select the desired calendar Click Delete button.Module 6: Inputting Activity Calendar You can see that a new calendar is shown in the list Make sure it is selected. and click Standards. all of the days will be considered workdays Click off the desired weekends. if not click No to stop the precess of deletion 6-9 . you will see the following dialogue box: As you can see from above. the following warning message will appear: If you are sure of what you are doing click Yes.

and click OK Imposing a Finish Date on the Project In Global calendar at the Standard dialogue box. or select the activity and press F7 The Activity Form will appear: Right Click on Cal field. a list of the available individual calendars will be shown. so we can compare the calculated finish to the imposed finish It will replace the LF of the last activity: ES=1 OD=4 Activity A LS=3 TF=2 LF=6 EF=4 ES=9 OD=16 Activity C EF=24 LS=7 ES=1 OD=8 Activity B LS=-1 TF=-2 LF=6 EF=8 TF=-2 LF=22 6-10 .1 Level 1 Assigning Individual Calendar to an Activity Either double-click on the desired activity. we saw that we can impose a finish date on the project Most likely this will be the contractual finish date of the project We need to input it in our project. 3. select the desired calendar.Primavera Project Planner Ver.

or explanation. if they are equal (rare cases) Negative.Module 6: Inputting Activity Calendar The difference between the Imposed finish date and Calculated finish date may be: • • • Zero. or LF is not acceptable We will accept it right now for the sake of completing the rest of data (like resources and costs). LS. we can sit and try to find a solution to compress our critical path So don’t try to find a definition. if the Calculated > Imposed (most likely) Positive. and after we are done. LS. the TF of the critical path equals to -2. of negative TF. and that is because Calculated > Imposed The negative TF tells us how many days we need to compress our critical path to meet the contractual finish date of the project By default negative TF. or LF 6-11 . if the Calculated < Imposed (rare cases) As you can see in the above example.

Primavera Project Planner Ver. 3.1 Level 1

Other ways to define Holidays
The method mentioned above to define holidays is the most practical method, but there are other methods All of the methods applies to the Global holidays, and Individual holidays as well

Double-Clicking

Choose a single day, and double click it It will become hatched indicating it became a holiday If you are inside the Global calendar, you will see the letter G at the top left of the day:

If you double-click it again, you will turn a holiday to a workday

Using Nonwork button

Select multiple days (consecutive by clicking and dragging, or nonconsecutive by using Ctrl key and clicking) Click Nonwork button, the selected days will become holidays

6-12

Module 6: Inputting Activity Calendar

Also, if you double-click the heading of a day, just like below:

Then you click Nonwork button, this day in the current month will become a holiday At any moment select a holiday, and click Work button, you will turn it into workday

Printing Calendars
Unfortunately, you can’t preview calendars before printing them This command will print all your calendars You have two modes: • • Summary printout Detailed printout

Summary printout

It will produce a table contains: • • • At the horizontal; list of the calendars At the vertical; list of days starting from the start of the project At the core of the table the holidays

6-13

Primavera Project Planner Ver. 3.1 Level 1

Example of Surramry printout:

Detailed printout

It will print a wall-like calendar, indicating the holidays in each month, starting from the start date of the project

6-14

Module 6: Inputting Activity Calendar

Example of Deatiled printout:

6-15

Primavera Project Planner Ver. 3.1 Level 1

From the Calendars dialogue box, click Print, the following dialogue box will appear:

Select the desired Style, whether Summary, or Details Select the time Span, and click OK

Transferring Activity Calendars
You can transfer Activity Calendars between projects Go to the new project you want to transfer to From menus select Data/Calendars Click the Transfer button, the following dialogue box will appear:

6-16

Now click Transfer The calendars will be copied to your project 6-17 . then specify the project. the dialogue box will change to: Specify the Driver and Folder which the desired project you want to copy from resides in. then click Transfer Click All calendars choice.Module 6: Inputting Activity Calendar Transfer Individual calendar Transfer All calendars If you want to copy an individual calendar to another calendar within the same project Specify the source calendar and the target calendar.

Primavera Project Planner Ver.1 Level 1 Notes: 6-18 . 3.

define the following holidays: Start 17JAN05 21FEB05 17MAR 15MAY05 30MAY05 04JUL 05SEP05 10OCT05 31OCT 02NOV05 11NOV 24NOV05 24DEC05 16JAN06 20FEB06 21MAY06 29MAY06 04SEP06 09OCT06 23NOV06 End Repeating 08JAN06 3. Open SCIE project 2.Module 6: Inputting Activity Calendar Inputting Activity Calendars Workshop 7 1. In Global calendar. Input the following Exceptions: Start 29DEC05 End 30DEC05 Repeating 6-19 .

Select one of the critical activities.1 Level 1 4. Run the Schedule command (without changing the DD) to see the effect of the changes you made. Create a new individual calendar. Close the Scheduling report. What is the Latest Calculated Early Finish of the Project? ____________ (25AUG06) 10. which will be assigned ID=2.Primavera Project Planner Ver. if not click Next again. double-click on it. What is the Imposed Finish Date of the Project? (15AUG06) b. and so on) 9. answer the following questions: a. 3. change the calendar. Type in a new title for Calendar 1 “Five Days Cal” 6. press F7. then click Next button on the Activity Form. impose a Finish date of 15AUG06 5. without saving 11. and check the value of TF? ___________ (-9) End Repeating 6-20 . reading the report. Define the following holidays only for Calendar 1: Start 08MAY06 14JUN 24OCT 7. From the Global calendar. Assign Calendar 2 to all activates starting with CR (all the Classroom activities) (Hint: Select the first activity which is CR050. if the activity starts with CR. change the calendar. and give it the following title “Six Days Cal”. and set the weekend to be only Sunday 8.

Imposed finish date will replace: a. and should be solved before the end of the Planning phase b. EF of the first activity c. LF of the first activity d. False 5. LF of the last activity 4. False 2. There is no way on earth the value of LS. clicking the ____________ button 6-21 . You can exchange Calendars between Projects in P3 a. If you saw a negative TF. ES of the first activity b.Module 6: Inputting Activity Calendar Module Review 1. __________ can’t be assigned to activities 3. or TF are: a. LF. True b. I can preview the calendar printout before printing: a. Negative values of LS. or TF will be negative 6. True b. I can set the Imposed finish date using Global Calendar. Acceptable c. Not acceptable. LF. change the value to 0 d.

1 Level 1 Module Review Answers 1. 3. Standard 6-22 . b 5. a 6. Global Calendar 3. d 4. a 2.Primavera Project Planner Ver.

Module 7: Resources and Cost Assignment This module contains: How to create Resource dictionary? How to create Cost Account dictionary? Assigning resources and cost to activity Viewing resources and cost profiles Producing tabular resources and cost reports 7-1 .

Using Primavera Project Planner Ver.1 7-2 . 3.

taking into consideration the following: • • • Cost account number Cost account description Cost Category 7-3 . and Cost Account Dictionary (or transferring them from other projects) Assignment of resources Most likely you have to create the Resource Dictionary and Cost Account Dictionary once.Module 7: Resources and Cost Assignment Introduction Resources and cost assignment goes into two main steps: • • Creating the Resource Dictionary. create a hierarchy showing the relationship between the different cost accounts. and then you can transfer them from project to another For resources. the first step is to create a list of the resources available to complete any project taking into consideration the following: • • • • • Resource name Resource unit of measure Resource description Resource availability (Normal and Maximum) Resource unit cost For cost accounts.

ton. If this price/unit change with time record the date of change (P3 will not check for consistency. which can be provided. for instance you typed the unit of a certain resource is md. which states the number of units of this resource available for the current project in Normal times. which states the cost of the unit.m. mh (manhour). spaces are allowed) Unit of measure (P3 doesn’t have any predefined unit of measure). now. md (man-day). If this resource limits change with time record the date of change Resource Price/Unit. etc.1 How to Create Resource Dictionary? As a first step prepare your work on a paper. cu.m. for instance you can type m. 3.Using Primavera Project Planner Ver. listing all the resources available showing the following information: • • The Resource name (code for the resource up to 8 characters. and the maximum number of units. the following dialogue box will appear: 7-4 . go to the menus selecting Data/Resources. then you input the cost of mh) • • • Once you are done with this list. sq. up to four characters Resource description (up to 40 characters) Resource limits.

the following dialogue box will appear: Click OK. the resources with no matching they will be appended Click OK. they will update them.Module 7: Resources and Cost Assignment It is preferable to do the inputting as follows: • • Input the resource name. whereas. click Print button. and produce the report on the screen. and the description for all of the resources Then select the first resource. the following dialogue box will appear 7-5 . you will get something like the following: To bring a Resource Dictionary from another project. now select the second one and so on To print the Resource Dictionary. if the resources to come have an idenatical match in the host. click the Transfer button. the following dialogue box will appear: The message means. and specify the limits and price for it. the unit.

1 Specify the Driver and Folder which the desired project you want to copy from resides in. then. Now click Transfer The dictionary will be copied to your project 7-6 . at the top portion of the dialogue box specify the project.Using Primavera Project Planner Ver. 3.

develop a one-character (alpha numeric) category code. which shows how the cost will be broken down. just like below tree: Expansion Project EP Construction Cost EP01 Finishing Cost EP02 Concrete EP0101 Mech/Elec EP0102 Steel EP0103 Internal EP0201 External EP0202 Give for each level of your tree a code Each code should not exceed 11 characters Also.Module 7: Resources and Cost Assignment How to Create Cost Account Dictionary? First draw the Cost Account tree. which will categorize the cost. and A-Z) The cost category is considered the 12th character of the cost account. hence cost account can be 11 characters. and can be 12 characters 7-7 . example may be: • • • 1 – Labor 2 – Machine 3 – Material You can have up to 36 categories (0-9.

Using Primavera Project Planner Ver. and the Category Title (up to 8 characters) Input the Account numbers. 3. the following dialogue box will appear: Input the Cost Categories. the following dialogue box will appear: Click OK. and the Account Title (up to 40 characters) To print the Cost Account Dictionary.1 From menus select Data/Cost Accounts. and accept to view on screen 7-8 . click Print button.

the following dialogue box will appear: Click OK. the following dialogue box will appear 7-9 . click the Transfer button.Module 7: Resources and Cost Assignment The following is an example of what you may get: To bring Cost Account Dictionary from another project.

then at the top portion of the dialogue box specify the project.1 Specify the Driver and Folder which the desired project you want to copy from resides in. Now click Transfer The dictionary will be copied to your project 7-10 . 3.Using Primavera Project Planner Ver.

Define the following Resources in Resource Dictionary: Res OHC JH LD TK FR UL RMC Unit Hour Hour Hour Hour MD MD Cu. Define the following Cost Categories in Cost Account Dictionary: a. 1 – Labor b. 2 – Machine c. Open SCIE project 2. Define the following Cost Accounts in Cost Account Dictionary: Cost Account EP0005 EP0101 EP0102 EP0103 EP0201 EP0202 Account Title Misc Concrete Mech/Elec Steel Internal External 7-11 . Max = 0 means it is available with any quantity desired 3.Module 7: Resources and Cost Assignment Inputting Resource and Cost Account Dictionaries Workshop 8 1.m Description Overhead Crane Jackhammer Loader Truck Foreman Unskilled labor Ready mix Concrete Nor 8 8 16 24 40 2 20 0 Max 10 10 24 32 48 3 30 0 Through Price 120 75 95 55 20 8 50 45 Through 01SEP05 01OCT05 Note Ready Mix Concrete Nor = 0. 3 – Material 4.

P3 accordingly will multiply the number of days with the number of units with unit price.Using Primavera Project Planner Ver.1 Assigning Resources and Cost to Activities There are two methods to assign cost to activities: • Assignment of defined resource to an activity with number of units per day. which will generate a cost assigned to this activity Assignment of cost right away without any resources in the middle • We will discuss both methods in this Module When you assign a resource. P3 will need the following information: • • • • Resource name Resource UPT = Units Per Timeperiod (in our case Units Per Day) Cost Account number Cost Category Calculation The first value will be calculated is BQ = Budgeted Quantity which will be based on the following formula: • BQ = OD * UPT (OD here is Original Duration) Other values can be calculated based on the following: • • • • • • • The fist formula is QTC = RD * UPT The second formula is QAC = QTC + ATD QTC = Quantity of certain resource To Complete certain activity RD = Remaining Duration UPT = Unit Per Timeperiod QAC = Quantity of certain resource At the Completion of certain activity ATD = Actual quantity of certain resource from the beginning of certain activity To Date 7-12 . 3.

hence P3 will calculate the values as follows: • UPT = BQ/OD The rest will be the same 7-13 . which has Unit Price of 10. this is true only in the Planning phase Also. and you assign 2 units per day from a certain resource.Module 7: Resources and Cost Assignment As for Cost the following formulas apply: • • • • • • BC = BQ * Unit Price CTC = QTC * Unit Price CAC = QAC * Unit Price BC = Budgeted Cost CTC = Cost To Complete CAC = Cost At Completion Example Assume we have an activity with OD = 6 days. what are the resource and cost values P3 will calculate: • • • • • • BQ = 6 * 2 = 12 units BC = 12 * 10 = 120 QTC = 6 * 2 = 12 units CTC = 12 * 10 = 120 QAC = 12 + 0 = 12 units CAC = 12 * 10 = 120 As you can see BQ = QTC = QAC. BC = CTC = CAC which is true only in the Planning phase Another Way of calculation Another way would be to input BQ right away without inputting UPT.

or UPT When you are done click Insert.1 Resource Assignment Command Select the desired activity you want to assign resources to From menus select Insert/Resource Assignment Or from toolbars. and click OK 7-14 . the dialogue box will not close giving you the opportunity to assign another resource Note When you go to any of the first three fields a pop-up list will appear for you.Using Primavera Project Planner Ver. the following dialogue box will appear: Fill in the following data: • • • Resource name Cost Account and Cost Category Either the BQ (here labeled as Quantity). 3. so you can pick from a predefined list If you typed in a resource name that does not exist in the Resource Dictionary. click Insert Resource Assignment button. P3 will give you the ability to add it to the dictionary. It will show the following Type in the Title.

the following dialogue box will appear: 7-15 .Module 7: Resources and Cost Assignment Another Way of Assignment Double-click the desired activity Or select the activity and press F7 Click the Res button. the following form will appear: From top to bottom input the same types of data we mentioned Note Cost Assignment The only advantage in this method is to see the results right away Double-click the desired activity Or select the activity and press F7 Click Cost button.

Some Results You can see dierct results of what you are doing. to recalcualte the resource and cost values based on the new prices. which they are Resource column. P3 will produce the following message: Click Yes. there are two types of costs: • • Cost generated from resource assignment (the first two) Cost NOT generated from resource assignment (the third) For the second type do the following: • • • DON’T input the Resource name Input Cost Account and Cost Category Input BC Unit Price change after Resource Assignment What if you changed the resource unit price after resource Assignment: • • Go to Resource Dictionary command.1 As you can see from the upper dialogue box. and Budgeted Cost column 7-16 .Using Primavera Project Planner Ver. and change any resource unit price Once you click Close. if you go to the activity table. 3. and check the Last two columns at the right.

Go to the Resource Dictionary to correct the unit price of TK to be 25 5.900) 4.Module 7: Resources and Cost Assignment Assigning Resources and Costs Workshop 9 1.900) 7-17 . What is the new cost of CR105? _______ (80. Assign the following resources to the following activities (not listed activities means either Milestone or Flag) Activity CR050 Res OHC UL FR LD JH TK FR UL OHC UL FR FR UL LD JH TK FR UL CR105 GM050 LB105 GM105 Cost Account EP0005 EP0005 EP0005 EP0101 EP0101 EP0101 EP0101 EP0101 EP0101 EP0005 EP0005 EP0005 EP0201 EP0201 EP0101 EP0101 EP0101 EP0101 EP0101 Cost Category 2 1 1 2 2 2 1 1 3 2 1 1 1 1 2 2 2 1 1 UPT 8 10 1 16 8 40 1 10 BC 400 8 10 1 1 10 16 8 40 1 10 3. From the Budgeted Cost column what is the BC for activity CR105? _____________ (110. Open SCIE project 2.

from toolbar click Resource/Cost Profile button.Using Primavera Project Planner Ver. the following view will appear: As you can see there are two scales: • • At the left. 3. the scale is for the histogram At the right. whereas the red line represents the Maximum limit (from the above view you can see the changing limit through the time) 7-18 . the scale is for the cumulative curve The yellow horizontal line stands for Normal limit.1 Resource and Cost Profiles (Histograms) After you assign resources. and costs you have to take a look at the Resource/Cost Profiles From menus select View/Resource Profile Or.

which is between Normal and Maximum limit Red. which is above Maximum (overloaded) When the histogram appears. which is within the Normal limit Yellow. hence the pop-up list will show them in this manner.Module 7: Resources and Cost Assignment The histogram contains 3 colors: • • • Green. click pop-up list to select the resource you want to display the histogram for: Or you can use the Previous and Next button to browse the resources one-by-one 7-19 . a small dialogue box appears also: By default P3 will sort the resources according to alphabetic order.

Months. and Years) if you select Days then the histogram will show the daily useage. Weeks.Using Primavera Project Planner Ver. the following dialogue box will appear: Under Display control: • • • • • • To show for Units (Qauntaties). Quarters. so we need to control the view by knowing the things we can change Click Display button on the small dialogue box. else it will be sumup the usage for the time interval selected 7-20 . 3. or the Selected activities only To show or hide Histogram To show or hide cumulative Curves To show the view for Time Interval (Days. or Costs To show according to Ealry dates or Late dates To show for All activities.1 Display button Histogram contains lots of variables.

Module 7: Resources and Cost Assignment Under Histogram control: • • • Calculate options. and red areas) Curves will be discussed in the Module 11 • • • • • Clicking Bar in Histogram If you select a Bar format for your display. or the Peak quantity of the week. then select to Calculate the Total usage of the week. or Planned Values (we will discuss this later in the Updating Module) To Draw Normal and Maximum limits as horizontal lines (yellow and red). or Average Calculate depends on the Time Interval selected in the previous page. it will work only if the Time Interval is not Days If you selected to show the Time Interval of Weeks. Earned Value. This is important if you want to compare availabe to needed resources To Emphesize overload with colors (to show green. whether Total. or the Average usage of the week To show Bars or Area To show values for Current Estimate. Peak. yellow. clicking the bar will display its value You may get something like: 7-21 .

it will only show the cost of that resource In orde to show the cost of all resources in a certain period.1 Specially for Cost By default when you show the cost histigram of a resource. right-click on the curve. you need to select from the list the option Total In the small dialogue box. you will see something like the following dialogue box: 7-22 .Using Primavera Project Planner Ver. and after the last resource in alphabetic order you will find the option Total Total is the only way to see the direct cost you input on an activity on the histogram To see the total cost of whole project. 3. see where the cumulative curve gets flat.

the following dialogue box will appear: Click Add button. and click Add again 7-23 . the following dialogue box will appear: Accept the default sequential number. then the resources and costs reports will be lookalike Resource Loading Report This report will show how the resources were distributed over the time From menus select Tools/Tabular Reports/Resource/Loading.Module 7: Resources and Cost Assignment Resource and Cost Tabular Reports P3 has more than one pre-defined report for resources and costs If you are working using a method states “resources are the primary cost generator”.

reight-click. and select EQ Under Low Value Resource right-click and select the desired resource to generate report for Click Format tab: 7-24 . 3.Using Primavera Project Planner Ver.1 The following dialogue box will appear: Type a good title for your report Make sure that you are in Resource Selection tab: • • Under Profile if.

Quarter.Module 7: Resources and Cost Assignment • • • • Select to Organize the report according to which criteria Select to Truncate activity description or not Select to Repeat activity title on all horizontal sheets or not Select to Display row totals at the Left or at the Right of the page Click the Timescale tab: • • Select the Date range you want to include in the report. Peak or Average) Click Run. and select to see the report on the screen. accordingly select the Usage (Total. Year. and 4 weeks period). Month. 7-25 . by specifying the Start date and the End date Select the Display Unit (Day. Week.

3. and follow the same procedure you did in the Resource Loading report 7-26 .1 The following is an example of Resource Loading report: The Cost Loading report is identical to the above except it will display the cost of the resource and not the quantity From menus select Tools/Tabular Reports/Cost/Loading.Using Primavera Project Planner Ver.

Module 7: Resources and Cost Assignment The following is an example of Cost Loading report: 7-27 .

Using Primavera Project Planner Ver. 3.1 Notes: 7-28 .

Open SCIE project 2. Show the Resource Profile.Module 7: Resources and Cost Assignment View Resource/Cost Profiles. Make sure that Calculate = Total d. Format = Bar. From the resource histogram answer the following questions: a. Draw Limits = ON f. All b. and Curves d. From the resource list select Total 7-29 . What is the approximate timeperiod of overloading? ____________ (within August) c. Early. What is the maximum limit? And what is the maximum demand in the overloading period? ______________ (24). and Producing Reports Workshop 10 1. Show Histogram. Make sure it is showing Units. Is Resource LD overloaded?____________(Yes) b. and Values = Current Estimate e. Months instead of Days c. ____________ (32) 4. Time interval = Days c. Show Cost instead of Units b. Change the following things: a. changing the following things: a. Emphasize overload with color = ON 3.

After running the report. What is the total cost of the whole project up until this moment? ____________________ (214. Date range = from 27JUN05 to 27JUL05 e. 3. Organize by BLDG c.080) c. What is the total cost in August 2005? _____________(129. How much spent on UL in 01JUL? __________ (160) b.500) (right-click on the flat part of the curve) 6. Produce a Cost Loading report based on the following inputs: a. Resource = UL b. Display row totals at the Left d.Using Primavera Project Planner Ver. Display Unit = Day 7. How much spent on UL for Classroom in the period of a month? ______________ (2.1 5. answer the following questions: a. How much spent on UL for all Buildings? __________ (3.384) (Hint: Click the bar representing August) b. From the cost histogram answer the following questions: a.200) 7-30 .

To know the total cost of the project a. then add it to the Resource Dictionary a. True b. Equal to QAC in the Planning phase d. Budgeted Quantity BQ is equal to: a. False 5. Right-click on the Total option in the resource list b. You can’t change the resource unit price after you assigned the resource to an activity a. Right-click at the flat segment of the curve d. False 2. In ______________ tab. P3 doesn’t calculate the total cost of the project 6. OD * UPT b. All of the above 4. Resource name must not exceed ____________ characters 3.Module 7: Resources and Cost Assignment Module Review 1. I can assign resources first. Equal to QTC in the Planning phase c. True b. Right-click at any place on the curve c. I can specify the Date range of the Cost Loading report 7-31 .

Using Primavera Project Planner Ver. c 6.1 Module Review Answers 1. d 4. Timescale 7-32 . 3. 8 3. b 5. a 2.

Module 8: Layouts and Formatting Options This module contains: What is layout in P3? Formatting columns Formatting selected bars Global Bar formatting 8-1 .

1 8-2 . 3.Using Primavera Project Planner Ver.

the following dialogue box will appear: P3 will give you a sequential number as layout ID. P3 adopted the concept of Layouts. do the following steps: • • Change all the desired changes on the layout From menus select View/Layout/Save As.Module 8: Layouts and Formatting Options What is Layout in P3? Old (DOS) version depended on tabular and graphical reports to produce the output of the scheduling and resource/cost loading These reports (in general) are poor quality reports. and don’t utilize the current technology of printing (laser. which if utilized fully can replace almost all of the tabular and graphical reports Layout is “What you see on your screen” like: • • • • • • The list of activity shown on the screen Activity columns Bar Area Colors used Timescale Date Format To save a new layout. color laser. which starts with LT-number. click Save 8-3 . then type in a good title describing your layout. or inkjet printers) From the starting of the Windows based versions.

click Open Layout button. 3. the following dialogue box will appear: Select the desired layout and click Open The name of the current layout will appear at the mid position of the status bar 8-4 . click Save Layout button To open an existing layout: • • From menus select View/Layout/Open Or from toolbar.1 To make changes on the current layout.Using Primavera Project Planner Ver. and name: • • From menus select View/Layout/Save Or from toolbar. and save it under the same ID.

Right-click to show a pop-up list to select the type of information you would like to display in the new column If you want to show a new column at the top of the list. click Format Columns button. and click the “minus sign” 8-5 . or press F11 Or from toolbar. pick an existing column. pick the first column of the current list then click “plus sign” If you want to show a new column at the mid. the following dialogue box will appear: Under Column information. the new column will push the existing down and will be at its place (the new column will be at the left of the existing in the layout) If you want to show a new column at the end of the list. is the same as the arrangement of columns in the layout from left to right Use the “plus sign” to show a new column on the list. then click beneath it To hide an existing column. you will find a table listing the current columns The listing of the columns from top to bottom in the table. indicate the last column at the list.Module 8: Layouts and Formatting Options Formatting Columns To show or hide columns at the activity table From menus select Format/Columns. click “plus sign”. simply select it.

1 While you are in the Columns dialogue box you can change: • • • • • • Title of the column (use | to wrap the text to two lines) The width of the column The aligment of the text in the column (left. center.Using Primavera Project Planner Ver. or right) The font which will be used to display the contents of the column The font for the titles To show or not the lines between rows and columns Example This is the default column arrangment: And this is the new arrangment: 8-6 . 3.

Module 8: Layouts and Formatting Options Formatting Columns Workshop 11 1. Change the columns to look like the following: 3. and Bold 4. with title My Schedule Layout 8-7 . Take care that Total Float column should display font Size = 9. Open SCIE project 2. Save the layout LT-02.

the following dialogue box will appear: You can do the following changes (you can see the changes you are making on the Sample): • • • • • To Show or hide the bar To change the Bar style (Bar.Using Primavera Project Planner Ver. and Pattern color Select to Show or hide the start and finish endpoints You can change the Shape and Color of the endpoints 8-8 . or select one out of the six patterns available). 3.1 Formatting Selected Bars You can select one or more activities and format their bars Then you can copy the format and paste it on another activity bar Also. Dotted line. you can get the bars back to their default format Modify Bar Format Select the desired activity From menus select Format/Selected Bars/Modify Bar Format. Dashed line. and Bar color Change the Pattern (No pattern. or Solid line).

the bar format will change to be identical to the source bar Use Default Bar Format To get the bar look exactly as it was by default Select the activity From menus select Format/Selected Bars/Use Default Bar Format. the bar automatically takes the default bar format 8-9 . and click Copy Select the activity you want to copy the bar format to From menus select Format/Selected Bars/Paste Bar Format. the following dialogue box will appear: Select the Bar type. the following dialogue box will appear: Click OK.Module 8: Layouts and Formatting Options Copying and Pasting Bar Format Select the activity you want to copy the bar format from From menus select Format/Selected Bars/Copy Bar Format.

1 Formatting Selected Bar Workshop 12 1. Save LT-02 8-10 . Then let both activities get back to the default bar format 6.Using Primavera Project Planner Ver. Change the bar format using the following shape: 4. Select activity GM050 3. Copy the bar format and paste on activity LB105 5. 3. Open SCIE project 2.

should appear above Late . hence the Eraly. Invisible Resource Early bar at postion 3. etc. Visible Float bar at Postion 1. or press Ctrl+F11 Or from toolbar click Format Bars button. Visible Late bar at postion 2. and Float bars. Invisible Postion here means the vertical postion of the bar if more than one bar was visible. and Resource Early bars 8-11 .Module 8: Layouts and Formatting Options Global Bar Formatting To format all the bars from a certain type (Early.) From menus select Format/Bars. Float. Late. they are: • • • • Early bar at postion 1. the following dialogue box will appear: By default P3 created 4 bars for you.

1 Choose whether to show or not on the bar . specify where should P3 use necking: • • • • Both Holidays and Weekends Holidays only Weekends only Neither Holiday nor Weekends Create New Bar If you want to add new bar to the list do the following steps: • Click “plus sign”.Using Primavera Project Planner Ver. the following dialogue box will appear: 8-12 . chech the shape below: Under Also neck for. the red color identifying critical activity Also select whether you want to show necking on the activity when holiday occurs. 3.

Check the shape below: • Select whether you want to outline the two endpoints and the bar with thin black line. Check the shape below: • Select whether you want to show or hide any of the two endpoints or the bar itself. LF. and Below. Dotted line. and Solid line Specify the Size of the Strat. Check the shape below: • • Also. EF. and Bar Specify the Postion of the endpoints. choosing from Bar (thick line). LS. etc. you can specify the size of the Milestone And the color of the bar (avoid using green. follow one of the following methods: • • Double-click the Bar Description Or click the Modify button The rest is the same as creating a new bar 8-13 .) Specify the Bar.Module 8: Layouts and Formatting Options • • • • • • Type in a good Desription Specify the vertical Postion of the bar Specify the Start and End points of the bar (choose from ES. or red) Modifying Existing Bar To modify an existing bar. select from Above. Dashed line. Center. End.

you will see the following dialogue box: 8-14 . or modifying an existing bar.Using Primavera Project Planner Ver. they are: • • • • • • • • • • Bottom Bottom-left Bottom-right Top Top-left Top-right Left Right Leftmost Rightmost Whether you are adding a new bar. select Label tab. 3.1 Adding Labels You can add labels in 10 places around the bar.

the following dialogue box will appear: This is a very simple matrix. simply match Start column. and so on To change the endpoints.Module 8: Layouts and Formatting Options Select the label Postion around the bar Select the type of Data. if you want to change ES endpoint shape. then go to the Shape pop-up list. so you can be in the Early bar dialogue box and change the Late Dates endpoints. with Current Early row Select the desired shape(s) you want to change. after you are done click OK 8-15 . and select the new shape. then select the Color. click the Endpoints button. and the its Font Check the Sample part of the dialogue box to see the results of your choices Changing of endpoints is global.

Don’t forget to hide the relationships 6.Using Primavera Project Planner Ver. LS at the left. and the Late bar visible 4.1 Formatting Bars Workshop 13 1. Make changes to the bars to look like the following: 5. 3. and EF at the right of the Early bar d. Late bar position is 3 b. and LF at the right of the Late bar e. Open SCIE project 2. Save LT-02 8-16 . Make the Float bar invisible. Taking into consideration the following points: a. Activity ID at the Top of the Early bar (using Bold font) c. Change the Late bar endpoints to look like the ones in the above display f. ES at the left. Make the Row Height Automatic for All activities 3.

True b. You can access Column formatting using Format/Columns.Module 8: Layouts and Formatting Options Module Review 1. In order to change the shape of the Start and End point of bar click __________ button from anywhere 8-17 . Bar Area c. True b. You may show both Weekends and Holidays as a neck on the bar a. P3 has 4 predefined bars. You add labels around the bar using: a. 4 different position d. False 6. or press _________________ 3. False 4. Activity table b. Dates d. In Layout you may change: a. 10 different position c. 8 different position b. All of the above 2. and I can’t add to the list any new bar: a. 12 different position 5.

Using Primavera Project Planner Ver. d 2. b 5. F11 3.1 Module Review Answers 1. 3. b 4. Endpoints 8-18 . a 6.

Module 9: More Formatting Options This module contains: Timescale formatting Sight lines formatting Screen colors formatting Fonts formatting Dates formatting Organize function in P3 Summarizing activities Filters in P3 9-1 .

3.Using Primavera Project Planner Ver.1 9-2 .

Module 9: More Formatting Options Formatting Options User can utilize more than one function available in P3 to change the shape of the layout These functions include: • • • • • • • • Timescale Sightlines Screen Colors Fonts Dates Organize the Activities Summarize Filters 9-3 .

hence less details of time will be displayed Control when the timescale will start: • • • • • Current start of timescale = SD – 2W SD means Start Date of the project W means Week. or right-click the timescale itself. hence you will see more time details. timescale will be compressed. you can use also.1 Timescale Formatting To change density and contents of the timescale From menus select Format/Timescale.Using Primavera Project Planner Ver. M for months The formula says the start date of the timescale is 2 weeks earlier than the start date of the project If you click SD the small button you will see the following: 9-4 . D for Days. if you move the slider to the right the timescale will be expanded. If you move the slider to the left. 3. the following dialogue box will appear: Change the Density of the timescale.

If you have expanded timescale use Days. as the formula states End date of timescale = FD + 1M Control the Font to be used for timescale (by logic this should be the same as the fonts used in the titles of the columns – discussed in the previous Module) Select what is the Minimum time unit. like: 9-5 . this feature is useful if used along with Density of the timescale. hence there is no formula The same thing applies to the End date of timescale. and if the timescale is compressed use Months You can show the timescale using Ordinal dates. and Finish Date But if you choose Calendar Date you have to input the exact date. like: Or Calendars dates.Module 9: More Formatting Options • • So you can choose Data Date.

and Years. 3. the following dialogue box will appear: There are four tabs in the is dialogue box. Quarters.Using Primavera Project Planner Ver. and selected Weeks then the sight line will be displayed every 2 weeks 9-6 . For example if you typed 2. select a number first. Weeks. Color. then select Days. and time interval to Display for Major and Minor vertical sight lines In Type you have 5 different line types In Color you have three colors to select from In Display. they are: • • • • Vertical Sight Lines Horizontal Sight Lines Data Date Progress Line Vertical Sight Lines Control the Type.1 Sight Lines Formatting Sight Lines are the horizontal and vertical gray lines appear in the bar area From menus select Format/Sight Lines. Months.

and the Color of the Date Date line 9-7 . you will see the following: Specify the Thickness. the following will be displayed: All what applies for Vertical Sight Lines applies for Horizontal Sight Lines Data Date Click Data Date tab.Module 9: More Formatting Options Horizontal Sight Lines If you clicked the Horizontal Sight Lines tab.

you can’t delete it There are another three predefined schemes which can be used Also. Also.Using Primavera Project Planner Ver.1 Screen Colors Formatting The colors used in the following areas: • • • • The color of the column titles The background color of the columns The color of the timescale The background color of the bar area. you can change the colors. the following dialogue box will appear: The default Color scheme is called P3 Defaults and you will find it in all of the projects. From menus select Format/Screen Colors. and then select Save Scheme As button to save your selected colors 9-8 . etc. 3.

a new field will be added. or Times New Roman From menus select Format/Fonts. with different sizes and effects like Bold. and Italic This command can be used to load other types of fonts. if you don’t like to use Arial.Module 9: More Formatting Options Fonts Formatting By default P3 is using two fonts only. click the “plus sign”. on the empty field right-click the following dialogue box will appear: 9-9 . Arial. and Times New Roman. the following dialogue box will be displayed: To add a new font.

or Bold Italic) Then select Size Click OK A new font will be available to be used in this project Dates Formatting To change how the date looks in all areas of a layout From menus select Format/Dates. or Slash) 9-10 . Italic. Dash. the following dialogue box will appear: Select one the 8 available Date format Then select a desired Separator (choose from Space. 3. Bold. Period.Using Primavera Project Planner Ver.1 Do the following: • • • • Select the desired Font Select the Font style (Regular.

and re-group activities according to another method.Module 9: More Formatting Options Organizing By default P3 will sort activities according to: • • Early Start (in an Ascending order). and Text 9-11 . then Total Float (in an Ascending order) If you want to change the sorting criteria. select Organize button. the following dialogue box will appear: Under Group by. use the organizing feature of P3 From menus select Format/Organize Or from toolbar. set the following: • • • • The data you wish to Group the activities according to it The Order (Ascending ot Descending) The Font The color of Background.

at the Bottom.1 • • Whether you would like to start each group in a New page or not To create Total.Using Primavera Project Planner Ver. or the Top of the group The following is an example of what you may get: Other options You may change the looks of the grouping by clicking “Display all values in one band” checkbox on. this what you may get: 9-12 . 3.

Module 9: More Formatting Options If you click Reorganize automatically on. the summation will not be identical to the number shown at the total band Reorganize Now If you are making massive changes to your project. P3 prefers if you turn off the Reorganize automatically checkbox. assume we are talking about Early bars displayed: • • • • The start of the total bar is the ES of the first activity in the group The finish of the total bar is the EF of the last activity in the group The duration of the bar will be the number of working days between the ES and EF Based on the above. then P3 will make the necessary changes to the layout once you make any changes to the grouping criteria. and make it manually using Reorganize Now command Also. by changing the Sort by fields How P3 Calculates the Dates If Totals are Displayed? When you select to total a certain band. P3 will create a band called Unassigned and group all the unassigned activates under it Also you can change the sorting method. then any activity which has no value in the current grouping-by criteria. and ending dates of the total bar? and what is its duration? To know that. how P3 will calculate the starting. or change the value of code attached to that activity If you click Display unassigned and uncategorized activities on. useful when the Order in Activity Code Dictionary changes From menus select Format/Reorganize Now 9-13 . like when you add a new activity. if you add up the duration of each activity in the group.

3. the choice Highlited bands will be active. the band will be summarized From menus select Format/Summarize All. as follows: Using Summarize command Using Summarize All command Select the desired band to summarize From menus select Format/Summarize. hence like Summarize command 9-14 .1 Summarize P3 is equipped with great function to summarize a group in a single band Summarize depends on grouping discussed in Organize dialogue box You can summarize using three methods: • • • Double-clicking the group band Using Summarize command Using Summarize All command Double-click group band If you double-click the group band it will be summarized at once A plus sign will appear at the left of title of band. the following dialogue box will appear: If you are selecting a band at this memonet.Using Primavera Project Planner Ver.

Check the following (we summarized all the Phase bands in one command): 9-15 . button and all of these bands will be summarized at once. Check the following: Once you selected the band to be summarized. click Summarize.Module 9: More Formatting Options Select All bands choice. then select from the availabe pop-up lis the band desired to summarize (it depends on the grouping you made before starting this command).

the following dialogue box will appear: To add a new filter. 3. the following dialogue box will appear: P3 will give the new filter a sequential number as ID. click OK 9-16 . click Add button.1 Filters By default P3 will show all the activities in the project Using filters you can show some of the activities This command is very useful when you have lots of activities to deal with and you want to focus on some of them From menus select Format/Filter Or from toolbars click Filter button.Using Primavera Project Planner Ver.

each column should contain a piece of data. assume the following: • • You have 500 activities.Module 9: More Formatting Options The following dialogue box will appear: Type in a good filter title P3 has 4 levels in each filter. if this is the case. you filtered them in level 1. you will have a pop-up list to select from 9-17 . up to 7 conditions. only the 200 actvities will be further filtered in level 2. and Any = Or The table is showing 4 columns. To understand the importance of 4 levels in each filter. you have to specify whether P3 uses AND. All = And. as follows: Select if column Select one of the available P3 data. and so on Choose which level you want to work with (by default you will be at level 1) You can have in each level. you got 200 activities If you defined in your filter level 2. or OR between the different conditions.

FD. and Cal) High Value Used only if WR. you can use the formula just like we discussed in the Timescale dialogue box (SD. 3.Using Primavera Project Planner Ver. or NW What ever applies to Low Value apply to High Value Once you are done. DD. which can be used to show all activities after user-defined filter showed some of the activities 9-18 . click OK Now click Run The name of the filter will appear on the right side of the status bar Note There are a pre-defined filter called All.1 Is column Select the logical operator availabe: • • • • • • • • EQ = Equal NE = Not Equal GT = Greater Than LT = Less Than WR = Within Range (specially for dates) NR = Not within Range CN = Contians (specially for text) SN = Does not Contain Low Value column Can be used with any of the above operators Right-click to see the availabe values If date.

which is to select activities In the bottom part of the Filter dialogue box: Select the choice “Select: Highlight activities which match criteria”. then select Run 9-19 .Module 9: More Formatting Options Selecting Using Filters By default P3 will show only the activities which satisfy the filter conditions But P3 provides another function for filters.

B. Group activities according to Building.04 b. size = 10. Open SCIE project 2. From Timescale change the font to be Garamond. then Phase.1 Formatting Options Workshop 14 1. Go to Activity Code Dictionary. Turn on the Reorganize Automatically 5. and GM to be 2 6. using the Small Dashed Light Gray line 4. Do the same thing for the column titles e. Font size for Building is Arial. Select Format/Reorganize Now. Load Garamond font.Using Primavera Project Planner Ver. I b. Font size for Phase is Arial. I c. B. taking into consideration the following points: a. Make the Date format as 08. select the Activity ID tab. 3. For Building select to show the Total at the Bottom d. Open LT-01 titled Classic Schedule Layout 3. Make the following changes: a. and make sure to display Minimum time unit to be Months f. Make the Major Vertical Sight Line to be displayed each Year. 10.B d. 12.31. change the order of LB to be 3. and see how the order of the bands changed 9-20 . Note that nothing changed 7. Bold c. Compress the Timescale a little bit more than the current. using the Continuous Black line and the Minor each Quarter.10.

What is the total cost spent on Classrooms? ____________ (99. Save this layout as LT-03 titled Grouping using BLDG and PHAS 11. When Labs will finish working? _________________ (05.16.06) d. How many days will it take to complete Gym? _______ (226) 10. summarize all Phases 12.05) c. From the layout answer the following questions: a. This is what you should have on your screen right now: 9. When Labs will star working? ______________ (07. Now using Summarize All command.19.Module 9: More Formatting Options 8.980) b. Save the layout as LT-04 titled Summarized Phases 9-21 .

Lab activity b. Open LT-01 14.1 13.Using Primavera Project Planner Ver. 3. Starts within the range of SD+00 to SD+2M 15. Make and Run a filter to show only the activities matching the following two criteria: a. Save the Layout as LT-05 titled 2 months look ahead 9-22 .

False 8. True b. The early start of total bar in grouping is the early start of __________________ in the group 7. I can control the thickness of the Major vertical line d. Filters can show/hide activities only a. I can change the colors of the screen then save them in a color scheme: a. False 2. a & c 4. Reorganize Now is the manual method to let P3 change the layout according to new criteria a. One of the following is not true about Sight Lines a.Module 9: More Formatting Options Module Review 1. False 6. There are two types of vertical sightlines Major. There are two types of sight lines horizontal and vertical b. True b. The only fonts loaded by default in P3 projects are _________________ . You can summarize lots of similar bands using ___________________ command 9-23 . and Minor 5. True b. The Date format c. In Timescale dialogue box I can change: a. The minimum time unit displayed in the timescale b. ________________ 3. I can change the thickness of the Data Date line c. The density of the timescale d.

a 6.Using Primavera Project Planner Ver. b 8. the first activity 7. a 2.1 Module Review Answers 1. Summarize All 9-24 . Arial and Times New Roman 3. 3. c 5. d 4.

Module 10: Printing Layouts This module contains: Printer setup Page setup Print Preview Print command 10-1 .

3.Using Primavera Project Planner Ver.1 10-2 .

hence produce lots of reports The next step will be to print these layouts Using inkjet printer. or colored laser printers. the following dialogue box will appear: 10-3 . B/W laser printers. you will be able to customize layouts as you wish. you can produce a very handsome and colorful reports containing activity table and/or activity bar chart There are four steps to follow to create these printouts: • • • • Setup your printer Setup your page Preview and make changes Send to printer Printer Setup This command will allow you to setup your printer From menus select File/Print Setup.Module 10: Printing Layouts Introduction If you follow the previous two Modules.

3.1 Check if the default printer is your printer. you have two choices • • Portrait Landscape Portrait Example The following is Portrait example: 10-4 .Using Primavera Project Planner Ver. it is better to make the choice Use grayscale output on Select the paper Orientation. if not select Specific Printer and select it from the list (this means your printer should be installed and configured) If you are using B/W laser printer.

Module 10: Printing Layouts Landscape Example The following is Landscape example: Now select the paper size you want to use (you will not find any paper size your printer doesn’t support) Click OK to end the command 10-5 .

3. specify the following: • • The Start. and Resource/Cost display Note In order to see the option of Resource/Cost display valid. and End dates of the printout Select the contents of the printout. Activity columns. you have 3 choices. and how From menus select File/Page Setup. you should make sure that Resource Profile is displayed on the screen first You can set the screen separator to show some of the columns and not all columns. the following dialogue box will appear: Under Print. Bars. then select the option Show visible columns only 10-6 .1 Page Setup Page Setup is the most important command in printing process In this command you will specify what do you want to print.Using Primavera Project Planner Ver.

P3 will try to deal with the contents of your project versus selected paper size. and get how many pages vertically. or just continue listing the rest of activities In case of multiple pages printout. Inches. Left. what will happen if the page finished before the activity list in this group? Should P3 Repeat group titles in the next page. you can ask P3 to Fit your project in a certain number of pages wide The same thing applies for the Resource/Cost profile. specify the following: • • • • • Setup the Margin units. the available choices are. what P3 should do with the interior page border? Should P3 Mask (hide) them.Module 10: Printing Layouts Under Page settings. Centimeters. or Points Setup the margins from the four sides. as P3 will try to find the best height to fit the displayed profile. Bottom. You can interfere in this also. or Both Select whether you want to Show timescale/titles on all pages or not If you are showing grouping in your layout. the available choices are Top. to give the user the chance to attach the pages manually? or not? By default. Bottom. and Right Select the Timescale placement. If you want to interfere in P3 choices. by setting the maximum height for the profile • • • 10-7 . and horizontally is needed. Top.

First Page. Last Page. 3. or No Pages Input the Height of the Footer (the units displayed depends on Margin units discussed previously) Define the number of parts the Footer include. All Pages. you have two chooices either 3. and what ever applies for Footer applies for Header Click the Footer button to setup what will be displayed at the lower part of the printout. the following dialogue box will appear: Select to Include footer on. or 5 (the default is 5) 10-8 . the avilabe choices are.1 By default the Header is not utilized in P3 We will discuss Footer.Using Primavera Project Planner Ver.

you have 5 pieces of information that you can display: • • • • • Dates Logo Revision Box Titles/Comments Bar Chart Legend Dates If you select the Dates to be displayed in one of the parts of footer. the following will appear: You can list up to 6 dates (by default there are only 4) Specify the Font to be used Logo If you select Logo the following will be displayed: Click Browse to find the graphical file which will represent the logo of your company 10-9 .Module 10: Printing Layouts By default.

the following will be displayed: In each of the three sections.1 Revision Box If you selet Reviosn Box the following will be displayed: Type in Revision box title Specify the Font to be used Fill in the Date of revision. who Checked it. the Revision number. you can select to Insert a predefined data type. or type your own Specify the Font to be used in the three sections 10-10 . 3. and who Approved it Title/Comments If you select Title/Comments.Using Primavera Project Planner Ver.

the following will be displayed: 10-11 .Module 10: Printing Layouts Bar Chart Legend If you selected Bar Chart Legend the following will be displayed: The Bar Chart Legend is predefined. you have to make the third step which is Print Preview From menus select File/Print Preview Or from toolbar click the Print Preview button. You have to specify the Font which will be used Print Preview To see the results of your settings took place in Page Setup command.

1 At the lower left of the screen you will see how many pages did P3 produce to be printed Click View All Pages button to view all pages of the printout: Click View Single Page button to view one page only Click Zoom button to get closer to the page In case of multiple pages printout. 3.Using Primavera Project Planner Ver. click the four arrows to navigate through the pages 10-12 .

you can issue the Print command From menus select File/Print Or from toolbar select Print button (this command will send the job right away to the printer without showing the following dialogue box): Select if you want to print All of the pages 10-13 .Module 10: Printing Layouts While you are in the Print Preview you can use the same commands discussed earlier: • • • • • Print Setup Page Setup Print Header Footer Print Command When you are satisfied.

3. select Pages.Using Primavera Project Planner Ver.1 If you want to print some of the pages. the following should be specified: • • Specify the Vertical range (from 1 to n) Specify the Horizontal range (from A to n) Specify the number of Copies Specify if you want to Print to file if the printer is not hooked to your machine 10-14 .

Set the four margins = 1 cm g. Open LT-03 (Grouping Using BLDG and PHAS) 3.PMT as your logo 10-15 . make sure that you are using: a.05 to 12. In Page Setup.27. A4 paper size 5. Timescale placement = Both e. Date Range: from 06. Don’t Show visible columns only d. go to P3 folder.05 b. select the 4th section and show Logo in it. Months d. Calculate = Total 4. set the following: a.Module 10: Printing Layouts Printing Workshop 15 1. Margin units = Centimeter f. Show Columns. Showing Costs c. Landscape b. Open SCIE project 2. In the Footer. Turn on Repeat Group title at page breaks h. Bars. Resource = Total b. In Print Setup. and Resource/Cost display c. and use WORLD1.31. and select CLIPART folder. View the Resource Profile using the following information: a.

1 6. 3. If you have the printer hooked to your machine try to print the second page only 10-16 . Use Print Preview. From Print Preview display select Page Setup button. Make the Top and Bottom margin = 0. Turn off Show timescale/titles on all pages 8.5 b. how many pages is the printout? __________ (3x1) 7.Using Primavera Project Planner Ver. and change the following: a. What is the new number of pages in the printout? ____________ (2x1) 9.

the lower right part c. the lower right part d. In Page Setup. I can specify the orientation of the paper in __________________ dialogue box 10-17 .Module 10: Printing Layouts Module Review 1. You can specify up to 7 sections 5. In Page Setup. I can decide to show Timescale in all pages. first page. Either 3 or 5 d. or last page a. the lower left part 6. In Print Preview. There are only 5 sections c. In Print Preview. Where can I see the total number of pages in a certain printout a. False 4. In Header and Footer you can specify how many sections you want a. From ____________________ I can reach to all other commands 3. True b. The most important command in printing which you can specify what and how to print is Print Preview a. the lower left part b. True b. There are only 3 sections b. False 2.

b 4. b 2. Print Setup 10-18 . d 6.Using Primavera Project Planner Ver.1 Module Review Answers 1. c 5. Print Preview 3. 3.

Module 11: Project Updating This module contains: What are the steps to end the Planning phase? Creating target Actual Work input Earned Value concept Backup and Restore your project Creating updating layouts Creating Tabular reports 1 .

3.1 11-2 .Using Primavera Project Planner Ver.

Module 11: Project Updating Before the Actual Start of the Project When the Planning phase is about to finish and the start of the project is getting closer. the following dialogue box will be displayed: Type in the name of the target project. follow the following steps: • • • • Concentrate on the Critical Path Recalculate the duration by increasing the number of resources Change the relationships (if logic permits) from serial relationships to overlapping or parallel relationships Change the calendar assignment to work more days After you are done with the above. if you have any negative float this is the proper time to sit and to find a solution Second. Monitoring): • • First. the planner should wrap up his/her work to be ready for the next phase (i. issue schedule command and make sure that the project will finish at the imposed finish date Create a Target plan which will be the base for comparison between actual and planned From menus select Tools/Project Utilities/Targets. and click OK.e. you have to create a Target for your current project as the Actual dates will replace the early and late dates of your original plan To find a solution for the negative float. P3 will create the target in the same folder of the current project 11-3 .

Change the relationship between CR105 and CR110 to be FS -9 d. To get rid of this negative float do the following a. After checking the logic we found that we can start working at activity CR110 before the finishing of activity CR105 by 9 days c. The relationship between activity CR105 “Excavation for Classrooms” OD=25 days. The critical path has TF = -9 5. Run a filter to show All activities 6. check when is the Latest calculated early finish? ________ (15AUG06) 7. is Finish-To-Start b.Using Primavera Project Planner Ver. and activity CR110 “Concrete Works For Foundation For Classrooms” OD=28 days.1 Creating Target Workshop 16 1. Open LT-01 3. 3. Create a filter to show only the critical activities (Hint: under the Select if. select Longest path) 4. Now create a target from the current schedule and call it SCTG 11-4 . and produce the report on the screen. Open SCIE project 2. Run the Schedule command.

we should collect data for them also Assign person (or persons) to be dedicated to collect data Use pre-defined forms to collect data Although you collect data in daily basis. then QAC = ATD 11-5 . To specify the exact DD make sure that DD = the date which the last updating information is available for You will have two sets of activities: • • Started-And-Finished Started-Not-Finished Started-AndFinished Update these activities with the following: • • • • • • Actual Start (AS) Actual Finish (AF) For each resource on each activity input Resource Actual To Date (ATD) If there is cost assignment input Cost Actual To Date P3 will calculate a Variance = BQ – QAC Which means you can see your loss. since RD =0. and Cost. not equal to the Start Date (SD). you will not update your project in daily basis (unless you have short project) hence specify the updating period (weekly. biweekly. monthly. since QTC = 0.) The Data Date (DD) will be for the first time. then QTC = 0 QAC = QTC + ATD. etc. Resource numbers. or profit. per resource per activity Note The two formulas we learned in Module 7 says: • • QTC = RD * UPT. What Should I Do? As we planned for three main things. Time.Module 11: Project Updating Actual Work Started.

Using Primavera Project Planner Ver. 3.1

To input these values, double-click on the desired activity, the Activity Form will be displayed, input the values as discussed above:

Using Res button input ATD (watch Variance changes)

Using Cost button input ATD (watch Variance changes)

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Module 11: Project Updating

Started-NotFinished

Update these activities with the following: • • • • • • Actual Start (AS) Remaining Duration (RD) or Percentage Complete (Pct) For each resource on each activity input Resource Actual To Date (ATD) If there is cost assignment input Cost Actual To Date Also you can change QTC if you want to reflect another number than the calculated P3 will calculate a Variance = BQ – QAC

Example

Assume we have the following case: • • • • • • • • • Activity OD = 6 days, assigned resource with UPT =2, therefore BQ = 6 * 2 = 12 units Unit Price was 12, hence BC = 12 * 12 = 144 DD now is at the end of the 4th day of this activity The actual usage of this resource was: 1st day = 3 units, 2nd & 3rd days = 2 units, 4th day = 3, this means ATD = 10 To work with the two formulas, QTC = 2 * 2 = 4 QAC = 4 + 10 = 14 Resource Variance = 12 - 14 = -2 Cost Variance = 144 – 168 = -24 May be in this case you will be inclined to change the calculated QTC from 4 to 6 as the past four days proved that you will need more units to finish this activity

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Using Primavera Project Planner Ver. 3.1

To input these values, double-click on the desired activity, the Activity Form will be displayed:

As we did in the Started-And-Finished, we will input ATD for both resources and costs While you are updating, you may face the following problems: • • • One of the activities started, but due to a certain problem the activity stopped After a while the activity started again You have to tell P3 about the stoppage days or else, P3 will calculate resource numbers and cost as if these days were working days

From Activity Form click Dates button, the following will appear:

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Module 11: Project Updating

Updating Using Progress Spotlight
The above method is totally manual method as it asks the user to input all the data Updating using Progress Spotlight is automatic updating method P3 will assume that everything will go according to the plan Do the following steps: • • Using Timescale change the Minimum time unit to the period of updating (weeks, months, etc.) From menus select View/Progress Spotlight, or from toolbar click the Progress Spotlight button, the following can be seen:

The activities which will start in the period will be selected using yellow marker (this is not ordinary selecting), also the time period in the bar chart will be shaded To make the activities progress as planned, select Tools/Update Progress the following dialogue box will appear:

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Using Primavera Project Planner Ver. 3.1

• • •

The New data date will be set for you automatically Make sure that All activities is selected Click Update button

Note

Another method of setting the Progress Spotlight is moving the Data Date line (think blue line) manually to the period desired To remove the effect of the Progress Spotlight simply issue the command again either using the menus or toolbar If some of the activities progressed according to plan, and others didn’t, you still can use this method, and change the numbers that P3 assumed to the actual numbers you have

Earned Value
In order to evaluate your project, P3 provides the Earned Value concept There are 3 values for cost: • • • BCWS (Budgeted Cost for Work Scheduled), known as Planned value BCWP (Budgeted Cost for Work Performed), known as Earned value ACWS (Actual Cost for Work Scheduled)

Schedule Variance is the difference between: • • BCWS and BCWP Preferable that BCWP > BCWS

Cost Variance is the difference between: • • BCWP and ACWP Preferable that BCWP > ACWP

11-10

therefore BC = 20 * 12 = 240 Data Date now is at the end of the 8th day Pct = 70% BCWS = 240 * 0. and not from the current project.70 = 168 ACWP = (3+2+2+1+2+2+3+3) * 12 = 18 * 12 =216 As you can see from above BCWP < BCWS so we are behind schedule And BCWP < ACWP. the following dialogue box will appear: Select Target 1 project to use the budget from Target 1. and BCWP 11-11 . therefore BQ = 10 * 2 = 20 Unit Price = 12. this budget will be the base for both BCWS. Actual 2 3 2 2 2 2 2 1 2 2 2 2 2 3 2 3 2 2 Data Date The following information applies: • • • • • • • • OD = 10 days UPT = 2.80 = 192 BCWP = 240 * 0.Module 11: Project Updating Example Assume we have the following activity: Est. so we are over budget From menus select Tools/Options/Earned Value.

Using Primavera Project Planner Ver. 3.1

To see these values for certain resource or for all resources on an activity, from Activity Form, click the Budget button, the following form will be displayed:

The upper table of this form will show all resources assigned to this activity The second table will show the following items: • • • • The number of Units for the selected resource (in our case here, the resource is LD) The Cost of the selected resource The Total Units for all resources (P3 is adding here all the resource numbers regardless of the resource unit) The Total Cost of all resources

The most important rows in the lower table are: • • • Planned value (BCWS) Earned value (BCWP) Actula to date (ACWP)

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Module 11: Project Updating

Updating the Project

Workshop 17

1. Open SCIE project 2. One month since the commencing of the project, the following data had been gathered from site:

Activity CR050 CR100

AS 27JUN05 20JUL05

AF 20JUL05

RD 0

Res OHC UL FR LD JH TK FR UL OHC UL FR FR UL

ATD 150 117 18 92 42 216 6 60 38 48 5 5 54

QTC

ACTD

Start Milestone 300 150 760 120

CR105

21JUL05

20

GM050 LB100 LB105

21JUL05 21JUL05 21JUL05

7

Start Milestone 13

3. Schedule using Data Date = 27JUL05 4. From the Schedule Report answer the following questions: a. How may started activities? ___________ (6) b. How many completed activities? ___________ (3)

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Using Primavera Project Planner Ver. 3.1

c. When will be the latest calculated early finish of the project? _____________ (17AUG06) 5. Select activity CR105, using Budget button evaluate the performance of all resources by answering the following questions: a. What is BCWS? _________ (22,652) b. What is BCWP? _________ (16,180) c. What is ACWP? _________ (18,010) d. What do you think of the performance of this activity? ____________________________________________________

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Module 11: Project Updating

Making Backup of Your Project
Make sure that you will create a backup for your project in a periodical timeperiod Also make sure to document the date of each backup on the disk/CD so you will know when it was taken You can take a backup while the project is open or closed (we prefer closed), from menus select Tools/Project Utilities/Backup, the following dialogue box will appear:

Specify the From part, by specifying the folder that contains the project you want to backup, then selecting the desired project (or projects) Specify the To part, which includes the destination drive (floppy drive, or CD-ROM drive, etc.) Select whether to Compress files of the projects? or not? Select whether to Remove access list during backup? or not?

Note

If you created a Target to your project, don’t forget to include it always in the backup projects, because your current project will not work without its Target

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Using Primavera Project Planner Ver. 3.1

Restoring Your Project
For any reason your project in your computer was damaged, you can retrieve your latest backup by using Restore command Get the media contains your latest backup, and insert it in your computer, from menus select Tools/Project Utilities/Restore, the following dialogue box will appear:

Specify the From and To parts, the From part will be the media (floppy disk or CD, etc.) which contains the backup projects, and the To part will be the folder in your hard drive which will host your projects

11-16

and/or bar chart You can include columns which contains Actual data. beside columns contains Target 1 data You can add number of Variances columns You can include two bars one for the actual bar. and AF (Actual Finish) will replace EF Hence. and one for the Target 1 bar Note After the first update AS (Actual Start) will replace ES. but instead the Early bar will be the actual bar Example Here is an example of Updating Layout: 11-17 .Module 11: Project Updating Creating Updating Layouts After updating you can make number of comparison layouts using the activity table. there is no need to create a new bar and call it Actual bar.

resource usage. creating Schedule report after update will give you an idea about the AS. make sure that Target 1 is selected Under Display section. and cost Schedule Report As we did in Module 5. and AF compared to Target 1 ES. make the following changes: • • Under Use section.1 Creating Tabular Reports After updating you can produce lots of pre-made tabular reports which will give you information about schedule. and Target 1 EF From menus select Tools/Tabular Reports/Schedule Do as we did in Module 5. make sure that Early dates is selected 11-18 . except in the Format tab.Using Primavera Project Planner Ver. 3.

Module 11: Project Updating Here is an example of Schedule report after update: Resource Control & Cost Control Reports These two reports are identical The resource control report will show the resource usage The cost control report will show the cost spending The two reports will show for a desired resource: • • • • • • Budgeted Quantity (Cost) Percent Complete Actual Quantity (Cost) To Date Estimate Quantity (Cost) To Complete Estimate Quantity (Cost) At Completion (which is called in the report Forecast) The Variance between Budget and Forecast From menus select Tools/Tabular Reports/Resource/Control (or use Cost/Control) 11-19 .

the following dialogue box will appear: Click Add again to accept the sequential number given by P3 The dialogue box in the next page will be displayed: 11-20 .Using Primavera Project Planner Ver.1 The following dialogue box will appear: Click Add button. 3.

Resource Selection. and whether this will be a summary report or not. The third tab is Selection.Module 11: Project Updating There will be three tabs. which is the filter 11-21 . in which you will select either a resource or you leave it empty (this means you need a report for all resources) The second tab is Format: In this tab you will specify how you will Organize the activities in the report (by default organized using Activity ID).

the following dialogue box will appear: 11-22 . 3.Using Primavera Project Planner Ver.1 This an example of what you may get: Earned Value Report This report is identical to what we discussed in the previous section of this Module From menus select Tools/Tabualer Reports/Cost/Earned Value.

the following dialogue box will be displayed: There will be two tabs. the following dialogue box will appear: Click Add again to accept the sequential number given by P3. Resource Selection.Module 11: Project Updating Click Add button. in which you will select either a resource or you leave it empty (this means you need a report for all resources) The second tab is Selection which is filter 11-23 .

Using Primavera Project Planner Ver. 3.1 This an example of what you may get: 11-24 .

Produce a layout looks like the below: 11-25 .Module 11: Project Updating Creating Layouts and Reports Workshop 18 1. Open SCIE project 2.

84) b. Save As the layout and name it Comparison Layout 4. For activity CR105 (Started-Not-Finished). and Target 1 EF to the right of the Target Bar g. Using Format/Sight Lines.36) 11-26 . Show Budgeted Cost. Produce Cost Earned Value report for All resources. And what is the Cost Variance? ____________ (-19. show the EF to the right of the Early Bar. what is the Total Cost Variance for all resources? __________________ (1. What do you think of these two results? 5. what is the Total Cost Variance for all resources? __________________ (-216) b. 3.Using Primavera Project Planner Ver. and answer the following questions: a. Show Activity ID column b. and Target 1 Early Finish columns d. and Target 1 Early Start columns c. For the total of the resources.777. and Actual Cost To Date columns e. Show Early Start. what is the Cost Variance? ___________ (-1. what is the Schedule Variance? ___________ (-79. and answer the following questions: a. Show Early Finish.960) c. set the Horizontal sight line for each activity f. and Target Bar (starting point is Target 1 ES. Use the following data to help produce this layout: a. and ending point is Target 1 EF). Produce Cost Control report for All resources.1 3. For activity CR050 (Started-And-Finished). Show two bars.84) c. For resource FR. the Early Bar.

BCWP > BCWS d. All of the above 6. BCWP > ACWP 5. True b. False 4. AF. In favorable Schedule Variance: a. After update AS will replace ____________ 11-27 .Module 11: Project Updating Module Review 1. One of the following is correct for both Started-And-Finished. ACWP > BCWS b. and Started-Not-Finished a. ACWP > BCWS c. Input AS. Part of creating a Target is to create a backup a. I have to set the _____________________________________ first to control Progress Spotlight period 3. and ATD for each resource d. True b. Input AS and AF c. I can input the Actual Finish date a. For activities Started-Not-Finished. False 2. Input AS and ATD for each resource b.

b 2. ES 11-28 . c 5.1 Module Review Answers 1.Using Primavera Project Planner Ver. b 4. Timescale minimum time unit 3. a 6. 3.

and without using of the software. Fair 1 . Very good If you score between 15-19. The test should be closed book. Excellent If you score between 20-24. which you learned from this courseware. Good If you score below 15. How to assess your self: First don’t look at the answers in the last page If you score 25 or more out of 30.Test Your Knowledge The main objective of this test is to test-your-knowledge.

EDM c. Endpoints for each activity d. P3 is using one of the following methods in representing the network: a. Fonts c. False 10. Machines c. CPM d. and graphical reports. Time Now. A & C In the Forward Pass. You can print: a. 2 c. Early Dates c. Sort out resources c. AF. 12. and AF d. Only the Layout b. All of the above. 5. Total Float b. AS. The shortest path c. Manpower b. LS d. and RD c. One of the following you can’t format it to suit your needs: a. True b. P3 calculates a. b. All of the above Activity Codes are for a. True b. c. All of the above. Only Tabular reports d. RD d. Will show Time-Scaled Bars for each activity. LF c. If the activity started and finished. EDM c. ATD 17. b. d. PDM b. AS. 3 b. If the activity started and not finished. Organizing activities. Listing the activity codes d. The method of scheduling. Timescale b. and ATD 18. 3. user can set the Justification and Font of each column: a. How many project P3 can open simultaneously: a. Only graphical reports 16. Data Date is: a. which includes activities with negative float. Classification of activities b. AF b.1 Name:_______________________________________ Date:_______________________________ Answer All of the following questions: 1. b. Free Float Bar Chart View: a. 1 d. Materials d. Relationships. Tabular. AS. 4 13. which includes activities with zero free float By default in P3 the activities are sorted by: a. 2 . c. All of the above. True b. 3. if they are grouped together: a. Knowing the number of relationships b. 9. All of the above In opening an existing project the Overview button will help in: a. RD. TF for the critical path The best definition of Critical Path is a. Resources are: a. PDM b. 6. Layout. The longest path d. FF There are only 3 types of relationships in P3: a. AS only b. 4. c. The path.Using Primavera Project Planner Ver. 8. AS. Late Dates d. The path. CPM d. d. 7. You can summarize any number of activities to a single bar. you need the following to update it: a. AF. False 2. AS. 11. and ATD c. Finishing Date of the Project. Bars 15. AF. In the Columns. False 14. ES b. Knowing the number of activities c. AS. Starting Date of the Project. AS. P3 is using one of the following methods in scheduling calculation: a. d. you need the following to update it: a.

c. Print Setup. c. All activities must be linked to Cal 1 b. d. c. View/Data Date d. If you double click on an activity what will happen: a. One of the following statements is true about Calendar: a. Change the background color of the band. You can Add/Remove Columns from Layout using: a. The minimum time unit defined in the project. Format/Project Finish Date. d. True b. b. In each level of the four levels in a filter you can use AND. All activities must be linked to Global Calendar. B & C 24. 3 . The minimum time unit of the Timescale b. None of the above 23. c. c. User can’t print the Resource/Cost Display in Layout. Calendars are assumed by P3 for each activity and user can’t change that. Link with FS relationship to the next activity. True b. False 30. Format/Organize d. Format/Columns c. You can change the Data Date from: a. Change the font and size of font of the text in the band.Test Your Knowledge 19. True b. 28. d. c. d. Print Preview. True b. Each activity should be linked to one of the calendars. From the Standard button of the Global Calendar. If you press F2 25. User can specify to print the Resource/Cost display in the Layout in a. the only thing you can save is Layout: a. Global Calendar is unique and will affect the individual calendars in the Holidays: a. b. Data is saved automatically in P3. Show the Activity Form. Format/Set Finish Date b. F11. Format/Bars b. You can impose a finish date on the whole project using: a. A & B d. Page Setup. False 20. Considered Critical activity. or OR between the conditions: a. The minimum time unit defined in the Progress Spotlight dialogue box d. 29. Nothing b. None of the above 22. False 27. False 21. 26. Page setup will allow you to set the margins: a. Progress Spotlight depends on: a. Format/Data Date b. In Organize dialogue box you can: a. The Schedule dialogue box c.

3.Using Primavera Project Planner Ver.1 Answers 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 C D D B D B C A B A C D A C B D 17 18 19 20 21 22 23 24 25 26 27 28 29 30 B A A A C A D B C A D B A C 4 .

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