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PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c

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COURSE MATERIAL ON PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) (Course-102)

KLG SYSTEL LTD
Plot # 70A, Sector - 34, EHTP, NH 8, Near Hero Honda, Gurgaon-122001 E-Mail: klg.ho@klgsystel.com Tele # 0124-4129900 Fax # 0124-4129999 www.klgsystel.com
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PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c)

INDEX
A. INTRODUCTION TO PROJECT MANAGEMENT B. INTRODUCTION TO PRIMAVERA ENTERPRISE SUITE PRODUCTS C. SETTING UP OF ENTERPRISE PROJECT STRUCTURE (EPS) D. SETTING UP OF ORGANISATIONAL BREAKDOWN STRUCTURE (OBS) E. ADDING A PROJECT (Without Using Project Architect) F. CREATING WORK BREAKDOWN STRUCTURE (WBS) G. BUDGET & ESTABLISHING SPENDING PLAN H. CREATING GLOBAL & PROJECT CALENDARS I. CREATING ACTIVITY CODES & VALUES J. WORK PRODUCT & DOCUMENTS K. ADDING ACTIVITIES, RELATIONSHIPS AND SCHEDULING L. APPLYING CONSTRAINTS M. GROUPING AND FILTERING ACTIVITIES N. CUSTOMISING BARS & LAYOUTS O. RESOURCES, ROLES AND COSTS P. CREATING BASELINE PLAN Q. IMPORT/EXPORT

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PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c)

A. INTRODUCTION TO PROJECT MANAGEMENT
WHAT IS PROJECT MANAGEMENT? Project management is the application of knowledge, skills, tools, and techniques to project activities in order to meet or exceed stakeholder needs and expectations from a project. Meeting or exceeding stakeholder needs and expectations invariably involves balancing competing demands among: • Scope, time, cost, and quality. • Stakeholders with differing needs and expectations. • Identified requirements (needs) and unidentified requirements (expectations). The term project management is sometimes used to describe an organizational approach to the management of ongoing operations. This approach, more properly called management by projects, treats many aspects of ongoing operations as projects in order to apply project management to them. Although an understanding of project management is obviously critical to an organization that is managing by projects. PROJECT MANAGEMENT KNOWLEDGE AREAS The Project Management Knowledge Areas describes project management knowledge and practice in terms of its component processes. These processes have been organized into nine knowledge areas:Project Integration Management describes the processes required to ensure that the various elements of the project are properly coordinated. It consists of project plan development, project plan execution, and overall change control. Project Scope Management describes the processes required to ensure that the project includes all the work required, and only the work required, to complete the project successfully. It consists of initiation, scope planning, scope definition, scope verification, and scope change control. Project Time Management describes the processes required to ensure timely completion of the project. It consists of activity definition, activity sequencing, activity duration estimating, schedule development, and schedule control. Project Cost Management describes the processes required to ensure that the project is completed within the approved budget. It consists of resource planning, cost estimating, cost budgeting, and cost control. Project Quality Management describes the processes required to ensure that the project will satisfy the needs for which it was undertaken. It consists of quality planning, quality assurance, and quality control. Project Human Resource Management describes the processes required to make the most effective use of the people involved with the project. It consists of organizational planning, staff acquisition, and team development. Project Communications Management describes the processes required to ensure timely and appropriate generation, collection, dissemination, storage, and ultimate disposition of project information. It consists of communications planning, information distribution, performance reporting, and administrative closure.
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PROJECT PROCESSES Projects are composed of processes. • Product-oriented processes are concerned with specifying and creating the project product. It consists of risk identification. • Executing processes: coordinating people and other resources to carry out the plan. source selection. • Closing processes: formalizing acceptance of the project or phase and bringing it to an orderly end. Product-oriented processes are typically defined by the project life and vary by application area. solicitation. It consists of procurement planning. Project processes are performed by people and generally fall into one of two major categories: • Project management processes are concerned with describing and organizing the work of the project. Project Procurement Management describes the processes required to acquire goods and services from outside the performing organization. and contract closeout. Proprietary & Confidential 4 A Knowledge Company . A process is “a series of actions bringing about a result”.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Project Risk Management describes the processes concerned with identifying. analyzing. risk response development. solicitation planning. Project management processes and product-oriented processes overlap and interact throughout the project PROCESS GROUPS Project management processes can be organized into five groups of one or more processes each: • Initiating processes: recognizing that a project or phase should begin and committing to do so. and responding to project risk. • Controlling processes: ensuring that project objectives are met by monitoring and measuring progress and taking corrective action when necessary. contract administration. • Planning processes: devising and maintaining a workable scheme to accomplish the business need that the project was undertaken to address. and risk response control. risk quantification.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) PROCESS INTERACTIONS To the Planning Process Proprietary & Confidential 5 A Knowledge Company .

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) From the Initiating Process To the Executing Process From the Controlling Process From the Planning Process To the Controlling Process From the Controlling Process Proprietary & Confidential 6 A Knowledge Company .

the project phases are known as the project life cycle. they involve a degree of uncertainty. Proprietary & Confidential 7 A Knowledge Company .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) From the Executing Process To the Planning Process From the Controlling Process PROJECT PHASES AND THE PROJECT LIFE CYCLE Because projects are unique undertakings. Organizations performing projects will usually divide each project into several project phases to provide better management control and appropriate links to the ongoing operations of the performing organization. Collectively.

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Project managers can select. work breakdown structures (WBS). and tailor methodologies to create custom project plans. It supports an enterprise project structure (EPS) with an unlimited number of projects. The Report Wizard creates customized reports that extract specific data from its database.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) B. Project work products and documents can be assigned to activities and managed centrally. organizational breakdown structures (OBS). schedule. and management by threshold. These customized methodologies can be imported into the Project Management module using the Project Proprietary & Confidential 10 A Knowledge Company . METHODOLOGY MANAGEMENT (MM) The Methodology Management module is a system for authoring and storing methodologies. recording of actual data. and critical-path-method (CPM) scheduling and resource leveling. multi-project system with scheduling and resource control capabilities supporting multi-tiered project hierarchies. activities. and earned value. customizable views. INTRODUCTION TO PRIMAVERA ENTERPRISE SUITE PRODUCTS PROJECT MANAGEMENT (PM) It is a multi-user. In addition. in a central location. the module provides integrated risk management. and user-definable data. or project plan templates. resources. The tracking feature enables users to perform dynamic cross-project rollups of cost. resource scheduling with a focus on roles and skills. baselines. It is ideal for organizations that need to simultaneously manage multiple projects and support multi-user access across a department or the entire organization. issue tracking. user-defined codes. combine.

ProjectLink benefits organizations that have a substantial amount of project data stored in MSP but require some users to have the additional functionality and optimized data organization available within Primavera applications. this feature creates a project plan comparison report in one of three file formats. Moreover. PRIMAVERA’S WEB APPLICATION The Primavera Web application provides browser-based access to project. your organization can continually improve and refine methodology activities. Project Workspaces and Workgroups extend the model of customizable. focused data views by enabling designated project team members to create a uniform team view of data that relates to one specific project or to a subset of activities within a project. MSP users have the ability to invoke Primavera's resource management within the MSP environment. Every web user can create customized dashboards that provide an individualized and focused view of the specific projects and categories of project data that are most relevant to their role in managing project portfolios. and resources. As a team-level tool for project participants. deleted. TIME SHEETS (TS) Primavera also provides a Web-based inter-project communication and timekeeping system. CLAIM DIGGER Claim Digger provides the capability to compare two projects. Based on the data fields you select for comparison. Because team members use this module to enter up-to-the-minute information about their assignments and record time against their workloads.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Architect wizard and used as templates for new projects. The Primavera Web application provides access to a wide range of data views and features that enable Web users to manage their projects from initial concept review and approval through to completion. project leaders can make crucial project decisions with the confidence that they have the most current information possible. Claim Digger is automatically installed with the Project Management module. and other information with each new project. projects. portfolio. or a project and an associated baseline. The functionality enables MSP users to open/save projects from/to the Project Management module database from within the MSP application. It also provides views of project changes and timecards for manager approval. Proprietary & Confidential 11 A Knowledge Company . estimates. and resource data across the organization. Timesheets helps team members focus on the work at hand with a simple cross-project to-do list of their upcoming assignments. PROJECT LINK ProjectLink is a plug-in that enables Microsoft Project (MSP) users to work in the MSP environment while being connected to Primavera's enterprise features. or modified from the schedules. to determine what data has been added. In this way.

SETTING UP OF ENTERPRISE PROJECT STRUCTURE (EPS) Hierarchal structure that identifies the company-wide projects and enables organizing and management of those projects EPS can be created up to 50 levels. 2) Create EPS node by clicking on “Add” option in the EPS window. 3) Click on the “Arrow” buttons to indent Left / Right or to shift Up / Down.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) C. 1) To create EPS activate Enterprise / Enterprise Project Structure menu. Maximum character length for an EPS ID is 20 and for EPS Descriptions are 100. Class Exercise: EPS ID NL MP PP Proprietary & Confidential EPS NAME NEOTECH LIMITED MANUFACTURING PLANT PROCESS PLANT 12 LEVEL 1 2 2 A Knowledge Company .

User access and privileges to the EPS/Project/WBS nodes are implemented through OBS. and the WBS of the particular level of hierarchy. 2) To add an OBS element click on “Add” option in the OBS window. either by EPS node or by project. Each manager in the OBS is associated with his / her area of the EPS. Always match the levels of OBS with that of EPS / PROJECTS / WBS Proprietary & Confidential 13 A Knowledge Company . OBS can be created up to 25 levels. ORGANISATIONAL BREAKDOWN STRUCTURE (OBS) Represents the management responsible at the EPS/Project/WBS.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) D. Maximum character length for an OBS element is 100. Note: There can be only one “Root OBS” element. 3) Create OBS as per the table given below. 1) To create OBS activate Enterprise/OBS menu.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Class Exercise: Serial No 1 2 3 4 5 6 7 OBS Description MD / CEO GM .Process Level Level 1 Level 2 Level 3 Level 4 Level 4 Level 4 Level 2 EPS NL MP PP Proprietary & Confidential 14 A Knowledge Company .PUII Engineering Manager Procurement Manager Construction Manager GM .Manufacturing Project Manager .

under which the project is to be defined. 1) To create a project activate File / New menu. ADDING A PROJECT (Without Using Project Architect) To create project activate Enterprise / Projects and click the Add button or. 3) Give Project ID “PUII” and Project name “PARENTAL UNIT IN INDIA”. 2) Select “MANUFACTURING PLANT” as the EPS node.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) E. Proprietary & Confidential 15 A Knowledge Company .

PUII” and click on FINISH option.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 4) Give start date of the project as 03rd Sept 2007 5) Assign responsible OBS as “Project Manager . Unlimited projects can be created under any EPS node. Maximum character length for any Project ID is 20 and for Project Name is 100. Proprietary & Confidential 16 A Knowledge Company .

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c)

F. CREATING WORK BREAKDOWN STRUCTURE (WBS)
A WBS is a hierarchal arrangement of the products and services produced during and by a project. The project is the highest level while an individual activity is the lowest level. Each project in the EPS has its own WBS. WBS can be created up to 50 levels. Maximum character length for any WBS Code is 20 and for WBS Name is 100.

1) 2) 3) 4)

Activate WBS from HOME page or from Project / WBS menu. Create WBS Code and Description as given below. WBS once created can be viewed in Table, Chart View and Gantt Chat format. Activate WBS detail form and select the “Notebook Items” to create log information. If the user needs to customize notebook topics, the same can be done by adding notebook topic from Admin / Admin Categories / Note Book Topics.

Class Exercise: WBS Code PUII PUII.01 PUII.01.01 PUII.01.02
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WBS Name PARENTAL UNIT IN INDIA ENGINEERING & PROCUREMENT GENERAL ARCHITECTURE
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PUII.01.03 PUII.01.04 PUII.01.05 PUII.01.06 PUII.01.07 PUII.02 PUII.02.01 PUII.02.02 PUII.02.03 PUII.02.03.01 PUII.02.03.02 PUII.02.04 PUII.02.05 PUII.03

CIVIL EQUIPMENT PIPING ELECTRICAL INSTRUMENTATION CONSTRUCTION GENERAL CIVIL MECHANICAL EQUIPMENT PIPING ELECTRICAL INSTRUMENTATION COMMISSIONING

3 3 3 3 3 2 3 3 3 4 4 3 3 2

ASSIGNING OBS ELEMENT TO WBS: 1) Click on WBS from HOME page. 2) Click on General tab in WBS detail form. 3) Assign the OBS element to the WBS level by clicking on “Responsible Manager” option. Given following is the list of OBS elements to be assigned to the WBS levels.

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Class Exercise: WBS Code PUII PUII.01 PUII.01.01 PUII.01.02 PUII.01.03 PUII.01.04 PUII.01.05 PUII.01.06 PUII.01.07 PUII.02 PUII.02.01 PUII.02.02 PUII.02.03 PUII.02.03.01 PUII.02.03.02 PUII.02.04 PUII.02.05 PUII.03 WBS Name PARENTAL UNIT IN INDIA ENGINEERING & PROCUREMENT GENERAL ARCHITECTURE CIVIL EQUIPMENT PIPING ELECTRICAL INSTRUMENTATION CONSTRUCTION GENERAL CIVIL MECHANICAL EQUIPMENT PIPING ELECTRICAL INSTRUMENTATION COMMISSIONING OBS Project Manager-PUII Engineering Manager Engineering Manager Engineering Manager Engineering Manager Engineering Manager Engineering Manager Engineering Manager Engineering Manager Construction Manager Construction Manager Construction Manager Construction Manager Construction Manager Construction Manager Construction Manager Construction Manager Commissioning Manager

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000.02 PUII.00 Rs. and then refine them as needed.100.02.000.100.000.02.02.3.000.00 Rs.250. WBS Code PUII PUII.02.02 PUII.03.03 PUII.000.50.00 Rs. The Current Budget (original budget plus approved budget changes) and Proposed Budget fields (original budget plus approved and pending budget amounts) incorporate these changes so you have up-to-date and accurate budget information for each project or EPS node.03 PUII.04 PUII. the benefit plan is also tallied.00 Rs.14.000.00 Rs.2.01 PUII.000.01.1.00 Rs. You can type the benefit amount or profit portion of the monthly amounts.000.600.000.000.00 Rs.000.000.03.01.00 Proprietary & Confidential 20 A Knowledge Company .7.000.00 Rs.00 Rs. Use the Budget Log tab on the Projects window to enter the original budget—the total amount you require for the EPS node or project.05 PUII.2.00 Rs.750.01.000.00 Rs.01. Project.1.000.600.06 PUII. The Budget Change Log helps you keep track of budget changes as they occur.15.01 PUII. or WBS level.02.1.00 Rs.02.000.07 PUII.04 PUII.100.01.00 Rs. The current variance is the difference between the monthly spending of the EPS node and its projects' tallies.01.01 PUII.000.50. BUDGET & ESTABLISHING SPENDING PLAN You can create budget estimates for each EPS nodes.000.000.00 Rs.4.000.02 PUII. Activate “Projects” view from HOME and select “Parental Unit In India” project and assign original budget as listed in the table below.00 Rs.000.02.100.00 Rs.000.05 PUII.00 Rs. The Spending Plan Tally column shows any amounts previously recorded for lower-level project spending plans.000.000.04 WBS Name PARENTAL UNIT IN INDIA ENGINEERING & PROCUREMENT GENERAL ARCHITECTURE CIVIL EQUIPMENT PIPING ELECTRICAL INSTRUMENTATION CONSTRUCTION GENERAL CIVIL MECHANICAL EQUIPMENT PIPING ELECTRICAL INSTRUMENTATION COMMISSIONING BUDGET Rs.01 PUII.000.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) G.100.02 PUII.01.

if you make changes to a global calendar. tracking. and Project. and you can assign either global or project calendars to activities. Then. project-specific work/non-work days. The global calendar pool contains calendars that apply to all projects. The resource calendar pool can be a separate pool of calendars for each resource. and resource leveling. Proprietary & Confidential 21 A Knowledge Company . You can assign either resource or global calendars to resources. and resource vacation days. These calendars define the available work hours in each calendar day. 8) Select the activity and assign the relevant activity calendar. 1) To create project calendar activate Enterprise / Calendar menu. 5) Click OK to confirm the entries. 2) To create project specific calendars opt for Project. 4) Select the working days by clicking on WORKWEEK and identify the Work and non-work days. The project calendar pool is a separate pool of calendars for each project. 7) Activate activity detail form from the tool bars and click on General tab. 3) Click on ADD and select one of the Global Calendars as the template for the new Project Calendar. You can also specify national holidays. open activities view from HOME page. your changes apply to all resource and project calendars that are linked to the modified global calendar. You can link resource and project calendars to global calendars. Resource. 6) To assign the calendar to the activities. CREATING GLOBAL & PROJECT CALENDARS You can create and assign calendars to each resource and each activity.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) H. your organization's holidays. Three calendar pools are defined: Global. Calendar assignments are used for activity scheduling. Whether an activity uses its assigned calendar or the calendar of an assigned resource depends on the activity type you specify.

15th AUG & 02nd OCT Project 6 Day Proprietary & Confidential 22 A Knowledge Company .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Class Exercise: Calendar Name HO SITE Type Global Work Week 5 Day Work Hours 8 Hours 8 Hours Holidays 26th JAN. 15th AUG & 02nd OCT 26th JAN.

Global activity codes and Project activity codes. Click on the “Modify” button to add Activity Codes in the “Activity Code Definition” window and close it after adding the Activity codes. For example. 2. You can then associate activities with a specific location. such as Chennai. you can create a Location code with values such as Chennai. Add the Activity Codes and their values as given in the table below. and report activity information according to your organization's unique requirements. group.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) I. You can assign global activity codes and values to activities in all projects. Proprietary & Confidential 23 A Knowledge Company . 1. Maximum character length for any Activity Code Value is 20 and Value Description is 100. CREATING ACTIVITY CODES & VALUES Activity Codes and Values enable you to filter. You can define two types of activity codes. Each activity code can have an unlimited number of values. Mumbai. 1. You can assign project activity codes and values to activities only in the project for which the codes were created. To create Activity codes activate Enterprise/Activity Codes menu. if your organization has more than one location. 3. Activity Code Values can be created up to 25 levels under each Activity Code. and Delhi. sort. Select the Activity Code from the drop-down box and add the Code Values under each code. Maximum character length for any Activity Code is 40.

K.Mishra Chennai Mumbai Proprietary & Confidential 24 A Knowledge Company .Sundaram James Mathew P.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Class Exercise: Activity Code Code Value COM FGS AREA MPH RMS UB AB AJ AMS RESPONSIBILITY JM PKS PVS SKM SITE CHE MUM Description Common Finished Good Store Main Production Hall Raw Material Store Utility Building Ambrish Bhatia Anthony Joseph A.V.Sundaram S.K.M.Sharma P.

and all types of project deliverables. and author. enable WBS detail form. The Work Products and Documents feature enables you to maintain general information about project documents. 2) Add a reference document. when you specify a public location. Also through Timesheets. such as testing plans and blueprints. Proprietary & Confidential 25 A Knowledge Company . plans. or it can be formally identified as a project standard. select REF DOC tab and assign the document to the WBS level. primary resources can launch the work product or document in its native application to make revisions as needed. With the Project Management module. To assign WP document to the WBS. procedures. You can specify a public or private location for the document files. A work product or document can also be activity output. This includes guidelines. 1) Select WP’s & Documents from HOME page or Project / Work Products and Documents menu. however if file is linked in private location document won’t be available for Progress Reporter users. open WBS from HOME page. The actual document files can be stored on a network file server. you can assign the same work product or document to one or more activities as your project's activity details develop. Specifying a public location enables resources to view the document through Timesheets. depending on project requirements. CREATING WORK PRODUCTS & DOCUMENTS The Work Products and Documents feature enables you to catalog and track all project-related documents and deliverables. or Web site. give an appropriate name. such as revision date. standards. configuration management system. location. you can assign a work product or document to a WBS element. Later. During a project's early planning stages. 4) Work Product Documents can be assigned to WBS and Activities only. you can assign work products and documents to activities and to work breakdown structure (WBS) elements. reference number and attach a file to this document. design templates. A work product or document can provide standards and guidelines for performing an activity's work.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) J. You can also use the Work Products and Documents feature to identify project deliverables. worksheets. documents that will be delivered to the end user or customer at the end of the project. 3) If file is linked in the public location it will be available to all the users.

• Steps. which are used to specify which calendar applies to an activity. are the smallest subdivision of a project that directly concerns the project manager. while the project manager is typically responsible for managing and tracking the progress of the overall activity. Activity start and finish dates. • Notes and feedback. and how to calculate an activity's percent complete. • Expenses. and resource units/time values synchronized. whether an activity is a milestone. duration values. which enables you to uniquely identify and describe the activity. • WBS element and Activity codes. ADDING ACTIVITIES. • Work products and documents and deliverables. • Activity calendars. You can define the following information for an activity: • Activity ID and name. an activity's primary resource is typically responsible for managing and tracking the progress of an activity's steps. how to keep an activity's unit values.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) K. • Activity type. which are used to define relationships with other activities. which are used to communicate with the resources working on an activity. duration type. • Constraints on the activity's scheduled start and finish dates. which divide the activity into smaller units. Although you can divide activities into steps. as such. which enable you to classify and categorize activities. RELATIONSHIPS AND SCHEDULING ACTIVITY Activities are the fundamental work elements of a project. and percent complete type. They are the lowest level of a work breakdown structure (WBS) and. • Resources and Roles. Activity Types Proprietary & Confidential 26 A Knowledge Company . which enable you to identify skill requirements for staffing the activity. • Predecessor and successor relationships.

Level of Effort Typically used for ongoing tasks dependent on other activities. Duration is determined by the assigned calendar’s workweek. meetings. 2. and documents. Start Milestone Typically used to mark the beginning of a phase or to communicate project deliverables. You cannot assign resources/roles. Zero duration activity and only has a start date. Cannot assign constraints. 4. 3. The activity’s resources are scheduled according to their individual resource calendar. expenses. Duration is determined by its predecessor/ successor activities. Clerical work. Cannot assign resources/roles. and project management tasks. NOTE: This is the default activity type in P3e/c. Proprietary & Confidential 27 A Knowledge Company . regardless of the assigned resources’ availability. work products. Zero duration activity and only has a finish date. Can assign constraints. The WBS summary activity comprises a group of activities that share a common WBS level. Resource Dependent Typically used when multiple resources assigned to the same activity can work independently. You cannot assign constraints to WBS summary activities. Duration is determined by the availability of the resources assigned to work on the activity. The activity’s resources are scheduled to work according to the activity calendar. The WBS summary activity duration is calculated based on its assigned calendar. Task Dependent Typically used when the work needs to be accomplished in a given time frame. expenses. WBS Summary Use a WBS summary activity to summarize a WBS level.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 1. work products. 5. The dates calculated on a WBS summary activity are based on the earliest start date of the activities in the group and the latest finish date of these activities. Finish Milestone Typically used to mark the end of a phase or to communicate project deliverables. 6. Can assign constraints. and documents. security guard.

Physical Type : The selected activity's Activity % Complete is tied to the Physical progress.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Activity Steps Steps allow you to break activities into smaller units and track the completion of those units. Remaining Duration and Actual resource units. Remaining duration and Actual Resource units. Steps do not require duration estimates or dates. Weighted steps enable you to track the progress of an activity based on the number of steps completed. Unlimited number of steps per activity can be created and can be marked as completed. activity percent complete is updated based on the weight you assign to each activity step. Establishes link between Actual resource units and Units %. Units Type : The selected activity's Activity % Complete is tied to its Units % Complete. Proprietary & Confidential 28 A Knowledge Company . Duration Type : The selected activity's Activity % Complete is tied to its Duration % Complete. When you mark the Activity Percent Complete Based on Activity Steps checkbox in the Calculations tab in the Projects window. Establishes link between Duration %. No link is established between Physical %. Activity % Complete Type The way in which the percent complete for the selected activity is determined. and choose Physical as the activity's percent complete type in the General tab in the Activities window.

Organize the layout based on WBS & SORT by Activity ID. Duration Units Duration Units Class Exercise: Activity ID Activity Name Original Duration PARENTAL UNIT IN INDIA ENGINEERING & PROCUREMENT GENERAL EGGEN01 Kick off meeting EGGEN02 Basic Engineering Proprietary & Confidential 1 10 29 A Knowledge Company .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Duration Type Setting which allows you to control how P3e synchronizes the Duration. P3e/c changes…. Units Units Units/Time Units/Time When you change Units/Time. When you change Units. P3e/c changes…. Duration Units/Time Duration Units/Time When you change Duration. suffix and increment. P3e/c changes…. Add activities to respective WBS level by clicking on ADD on Command Bar Button Text Given following are the lists of activities. Labor/Non-labor Units and Resource Units/Time for activities so that the following equation is always true: Duration x Unit/Time = Units Activity Duration Type Fixed Units/Time Fixed Duration & Units/Time Fixed Units Fixed Duration & Units Adding Activities 1) 2) 3) 4) 5) To add activities click on “Activities” in the HOME page or “Project / Activities”. For Auto-numbering activities and increment select the project in the “Projects View” and select “Default Tab” in the detail form and give activity prefix.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) EGGEN03 Plot Plan ARCHITECTURE EGARC01 Main Production Hall Architecture EGARC02 Raw Material Store Architecture EGARC03 Finished Good Store Architecture EGARC04 Utility Buildings Architecture CIVIL EGCIV01 Main Production Hall Civil Design EGCIV02 Raw Material Store Civil Design EGCIV03 Finished Good Store Civil Design EGCIV04 Utility Building Civil Design EQUIPMENT EGEQP01 Main Production Hall Equipment Layout EGEQP02 Utility Building Equipment Layout EGEQP03 Main Production Hall Equipment Design EGEQP04 Utility Building Equipment Design EGEQP05 Raw Material Store Sleeper Design EGEQP06 Finished Good Store Rack Design EGEQP07 Supply of main production hall equipment EGEQP08 Supply of utility building equipment PIPING EGPIP01 Piping Layout . Fittings & Valves – UB ELECTRICAL EGELE01 Single Line Diagrams EGELE02 Electrical Equipment Specs EGELE03 Supply of Electrical Equipment & Cables INSTRUMENTATION EGINS01 Single Line Diagram EGINS02 Instrument Specs EGINS03 Supply of Instruments & Cables CONSTRUCTION GENERAL CNGEN01 Mobilization of site CIVIL CNCIV01 Civil Work Main Production Hall CNCIV02 Civil Work Raw Material Store CNCIV03 Civil Work Finished Good Store CNCIV04 Civil Work Utility Building MECHANICAL CNMEC05 Fabrication & Erection of Racks CNMEC06 Painting EQUIPMENT Proprietary & Confidential 10 44 33 22 50 44 33 22 66 30 30 22 22 15 15 22 22 22 22 22 22 66 44 30 44 22 30 30 80 40 50 90 20 200 30 A Knowledge Company .Main Production Hall EGPIP02 Piping Layout . Fittings & Valves – MPH EGPIP04 Supply of Pipes.Utility Building EGPIP03 Supply of Pipes.

Relationship Types • • • • Finish to start Finish to finish Start to start Start to finish Proprietary & Confidential 31 A Knowledge Company .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) CNMEC01 Main Production Hall Equipment Erection CNMEC02 Utility Building Equipment Erection PIPING CNMEC03 Piping Fabrication & Erection – MPH CNMEC04 Piping Fabrication & Erection – UB ELECTRICAL CNELE01 Electrical Equipment & Cable Installation INSTRUMENTATION CNINS01 Instrument Equipment & Cable Installation COMMISSIONING CMCOM01 Receipt of raw material for commissioning CMCOM02 Pre-commissioning of MPH equipment CMCOM03 Pre-commissioning of UB equipment CMCOM04 MPH equipment trial run CMCOM05 UB equipment trial run CMCOM06 Final Commissioning RELATIONSHIPS 40 35 60 80 130 130 15 30 20 20 15 30 A relationship defines how an activity relates to the start or finish of another activity or assignment. An activity can have as many relationships as necessary to model the work that must be done. are used together with activity durations to determine schedule dates. You can also identify relationships between activities that are in different projects. Add relationships between activities to create a path through your schedule from the first activity to the last activity. These relationships. this type of relationship is referred to as an external relationship. which form the logic of the project network.

Class Exercise: Activity EGGEN01 EGGEN02 EGGEN03 Successor CNGEN01 EGGEN02 EGGEN03 EGARC01 EGARC02 EGARC03 EGARC04 EGCIV01 EGEQP01 EGCIV02 EGCIV03 EGCIV04 EGEQP02 CNCIV01 EGEQP01 CNCIV02 EGEQP05 CNCIV03 EGEQP06 CNCIV04 EGEQP02 EGELE01 EGEQP03 EGELE01 EGEQP04 Relationship FS FS FS FS FS FS FS FS FS FS FS FS FS FS FF FS FF FS FF FS FS FF SS FF SS 32 EGARC01 EGARC02 EGARC03 EGARC04 EGCIV01 EGCIV02 EGCIV03 EGCIV04 EGEQP01 EGEQP02 Proprietary & Confidential Lag 0 0 -5 0 0 0 0 0 5 0 0 0 0 0 0 0 0 0 5 0 0 10 15 10 15 A Knowledge Company .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 1) Select an activity and select its successor from “Successor” tab in the activity detail form. 2) Activity details can be enabled from list of toolbars shown on top of the layout.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) EGEQP03 EGEQP04 EGEQP05 EGEQP06 EGEQP07 EGEQP08 EGPIP01 EGPIP02 EGPIP03 EGPIP04 EGELE01 EGELE02 EGELE03 EGINS01 EGINS02 EGINS03 CNGEN01 CNCIV01 CNCIV02 CNCIV03 CNCIV04 CNMEC01 CNMEC02 CNMEC03 CNMEC04 CNMEC05 CNMEC06 CNELE01 CNINS01 CMCOM02 CMCOM03 CMCOM04 CMCOM05 CMCOM06 Proprietary & Confidential EGEQP07 EGPIP01 EGEQP08 EGPIP02 CNCIV02 CNMEC05 CNMEC01 CNMEC02 EGPIP03 EGPIP04 CNMEC03 CNMEC04 EGELE02 EGINS01 EGELE03 CNELE01 EGINS02 EGINS03 CNINS01 CNCIV01 CNCIV02 CNCIV03 CNCIV04 CNMEC01 CMCOM01 CNMEC05 CNMEC02 CNMEC03 CNMEC06 CNMEC04 CNMEC06 CNMEC06 CNMEC06 CNMEC06 CNELE01 CNINS01 CMCOM02 CMCOM03 CMCOM02 CMCOM03 CMCOM04 CMCOM05 CMCOM06 CMCOM06 CMCOM01 FS FS FS FS FF FS FS FS FS FS FS FS SS FF FS FS SS FS FS FS FS FS FS FS FS FS FS FF FF FF FF FF FF FS FF FF FS FS FS FS FS FS FS FS SF 33 0 0 0 0 20 0 0 0 0 0 0 0 30 0 -15 0 30 -15 0 0 0 0 0 -15 200 -10 -15 30 5 30 5 5 5 0 -5 -5 0 0 0 0 0 0 0 0 -5 A Knowledge Company .

03 PUII.01.01.01.01.03 PUII.01.03 PUII. Given following is the list of calendars/activity code values to be assigned to the activities.02 PUII.04 PUII. In activity details click on Genera/Codes tab.01.01 PUII.01 PUII.02 PUII.01 PUII.04 PUII.02 PUII.04 PUII.04 PUII.05 PUII.01.05 PUII.01.01. Click on Assign and select the respective calendars/codes.01.01.02 PUII.01.01.01.01.01. Class Exercise: WBS PUII.06 Activity ID EGGEN01 EGGEN02 EGGEN03 EGARC01 EGARC02 EGARC03 EGARC04 EGCIV01 EGCIV02 EGCIV03 EGCIV04 EGEQP01 EGEQP02 EGEQP03 EGEQP04 EGEQP05 EGEQP06 EGEQP07 EGEQP08 EGPIP01 EGPIP02 EGPIP03 EGPIP04 EGELE01 Calendar HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO AREA COM COM COM MPH RMS FGS UB MPH RMS FGS UB MPH UB MPH UB RMS FGS MPH UB MPH UB MPH UB COM 34 SITE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE RESPONSIBILITY AMS AMS AMS JM JM JM JM JM JM JM JM PVS PVS PVS PVS PVS PVS PVS PVS PVS PVS PVS PVS SKM A Knowledge Company Proprietary & Confidential .01.05 PUII.04 PUII.01.04 PUII.04 PUII.01.05 PUII.01.01.01.01.01.03 PUII.04 PUII.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Assigning Calendars and Activity Codes 1) 2) 3) 4) To assign Calendars/Activity Code select the activity and enable activity details.

03.02.02.03.01 PUII.01.07 PUII.02.02.02.07 PUII. Proprietary & Confidential 35 A Knowledge Company .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) PUII.01 PUII.02.03 PUII.02 PUII.01. The Critical Path Method (CPM) scheduling technique is used to calculate project schedules.01.03 PUII. each time you make a change that affect schedule dates.01 PUII.02.03 PUII.04 PUII.03 PUII.02.02 PUII.02.03.03 PUII.02 PUII.01. CPM uses activity durations and relationships between activities to calculate the project schedule.03.06 PUII.05 PUII.03 PUII.07 PUII.02 PUII.01.06 PUII.02 PUII.02.02.02.02 PUII.03 SCHEDULING EGELE02 EGELE03 EGINS01 EGINS02 EGINS03 CNGEN01 CNCIV01 CNCIV02 CNCIV03 CNCIV04 CNMEC01 CNMEC02 CNMEC03 CNMEC04 CNMEC05 CNMEC06 CNELE01 CNINS01 CMCOM01 CMCOM02 CMCOM03 CMCOM04 CMCOM05 CMCOM06 HO HO HO HO HO SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE COM COM COM COM COM COM MPH RMS FGS UB MPH UB MPH UB FGS COM COM COM COM MPH UB MPH UB COM CHE CHE CHE CHE CHE MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM SKM SKM SKM SKM SKM AJ AJ AJ AJ AJ PKS PKS PKS PKS PKS PKS SKM SKM AB AB AB AB AB AB Your project schedule can be calculated one of two ways: when you choose the Scheduling command or.02.03 PUII.

Select the Data Date and click on Schedule command. 5) Primavera Enterprise calculates schedule early dates during forward pass calculation and schedule late dates are calculated during backward pass calculation.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 1) 2) 3) 4) To schedule the project activate Tools/ Schedule menu or strike F9 toggle key. Schedule the project on Data Date: 03rd Sep. The project finish date for PUII should be 5th Feb 2009. Proprietary & Confidential 36 A Knowledge Company . Primavera Enterprise (P3e) schedules the project on Critical Path Method and Critical Path for the project is displayed with red colored activity bars. To check this date activate Projects from HOME page and click on Dates tab. 2007. 6) The difference between Late Finish and Early finish dates of an activity is termed as Total Float. 7) Activities with Zero Total Float are identified as critical activities and sequence of activities with Zero Total Float lead to Critical Path or Longest Path of the project.

Start On or Before: A restriction you impose on an activity that limits the latest date it can start. Unlike the mandatory start constraint. select the constraint and apply appropriate constraint date. 2) In Activity Details enable Status / Constraints menu. When calculating a schedule.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) L. When calculating a schedule. Sometimes activities must be accomplished according to specific dates rather than on dates determined by other activities in the project. assign primary and secondary constraints to activities. this constraint protects it. It only affects late dates. The early start date of an activity with a start on Proprietary & Confidential 37 A Knowledge Company . 3. To model dependence on specific dates. This constraint affects only early dates. Constraint Types Start Constraints 1. the start on or after constraint is used in the forward pass only if the calculated early start date will be earlier than the imposed date. 2. APPLYING CONSTRAINTS Network logic alone cannot reflect all project situations. This constraint may decrease total float. Start On: A restriction you place on an activity by imposing a start date. The start on constraint can delay an early start or accelerate a late start to satisfy the imposed date. the start on or before constraint is used in the backward pass only if the calculated late start date will be later than the imposed date. 3) Schedule the project through Schedule command. 1) To apply constraints activate Activity Details. Start On or After: A restriction you impose on an activity that limits the earliest time it can begin. which can violate the network logic.

3. ensuring that the finish of an activity is not scheduled before the specified date. Finish On or After: A restriction you impose on an activity that limits the earliest time it can complete. the early and late dates are not set equal to each other. Finish Constraints 1. Proprietary & Confidential 38 A Knowledge Company . The early date is moved forward to the next valid work time and the late date is moved back (earlier) to the first valid work time. The finish on or after constraint reduces float to coordinate parallel activities. The finish on or before constraint affects only late dates. Use this constraint to ensure that the late finish date of an activity is not later than the date you impose.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) or after constraint cannot be earlier than the imposed date. It is usually applied to activities that have few predecessors that must finish before the next phase of a project. 2. The finish on constraint can delay an early finish or accelerate a late finish to satisfy the imposed date. Late Constraint As Late As Possible: A restriction you impose on an activity or work unit with positive float that allows it to start as late as possible without delaying its successors. Note: When mandatory constraints are placed on calendar non-work time. This can cause negative float in the schedule. Mandatory Constraints Mandatory Start / Finish: A restriction you impose on an activity that sets its early and late start/finish dates equal to the date you specify. A mandatory early start/finish date could affect the late dates for all activities that lead to the constrained activity and all early dates for the activities that lead from the constrained activity. This constraint sets the early dates as late as possible without affecting successor activities. Finish On: A restriction you place on an activity by imposing a finish date. The mandatory early start/finish date is used regardless of its effect on network logic. Finish On or Before: A restriction you impose on an activity that limits the latest time it can be finished. although the network logic may cause the early start to occur later.

some fields available for grouping may also have a hierarchy (or number of levels) associated with them. custom user field. GROUPING AND FILTERING ACTIVITIES GROUPING Organize activities by grouping one or more data items. You can further organize your layout by using sorting to arrange the order of activities. including the EPS. Grouping data enables you to focus on activities that have something in common. In addition. If you use both grouping and sorting to organize your layout. Sort the activities under each group by activating Sort menu. the items are grouped first and then sorted. Grouping/Sorting can be done in Projects. You can further organize a hierarchical view of data by grouping and sorting activities. Save the layout by activating View / Layouts / Save As. responsible person. Various hierarchies are available for viewing project data. You can specify the number of levels to display in the layout when you group by a hierarchical code. For example. Activities and Resources window. OBS. Proprietary & Confidential 39 A Knowledge Company . department. dates. Group the Activities based on WBS and Activities Codes. and WBS. including phase.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) M. cost accounts may contain several levels of codes. 1) 2) 3) 4) To Organize the activities activate View /Group & Sort menu. and others. total float.

Mark the checkbox next to the filter you want to apply. 3. click Apply. 3) Group the activities of the project based on activity code “AREA” and save the layout.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) FILTERING A filter temporarily limits the projects or activities that appear on screen. Choose Project. 5) Create a filter for Utility Building activities. then choose View. 6) Create a filter for activities undergoing in Chennai. Use the filters supplied or create your own. 4) Create a filter for Main Production Hall activities. Activities. according to criteria you establish. To preview your changes. Steps to apply a filter: 1. Apply one or more filters to the layout at any time. For example. To show summaries for the each WBS element enable “Show Summaries” check box. 2) Select the background color and font for the WBS levels and click OK to confirm the entries. Layout can be saved by clicking “Save As” command. Class Exercise: 1) Activate Group & Sort window from the menu and select WBS field in the “Group by” Column. 2. Filters. the path for which is shown above. you can view active projects or activities scheduled to start during the next three weeks. Proprietary & Confidential A Knowledge Company 40 .

1) To customize the Activity Bars. To customize the project layout following steps can be performed. 2) To change the columns in the activities view.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) N. formatting Time Scale and changing Top and Bottom half of Activities screen. activate View/Columns menu. CUSTOMISING BARS & LAYOUTS Layouts can be customized by changing Bar colors. Proprietary & Confidential 41 A Knowledge Company . activate View/Bars menu. adding data columns.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 3) To format Time Scale in activity view. Proprietary & Confidential 42 A Knowledge Company . activate View / Show On Top / Activity Network menu. 4) To view PERT network. activate View / Timescale menu.

Resources are generally reused between activities and/or projects. Primary Resources The Project Management module allows you to assign primary resources to activities. Then. expenses are one-time expenditures for non-reusable items required by activities. The Project Management module also enables you to distinguish between labor. To enable grouping and rollups of your resources across the organization. RESOURCES. the primary resource also updates the activity's start date.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) O. set up resource codes and assign code values. and expected end date. ROLES AND COSTS RESOURCES Resources include the personnel and equipment that perform work on activities across all projects. you can also assign a login name and password to the resource. While resources can be time-based and generally extend across multiple activities and/or projects. Labor and non-labor resources are always time-based. For each resource. Proprietary & Confidential 43 A Knowledge Company . In the Project Management module. and non-labor resources. and material resources. if an activity has any material resources. use a unit of measure you can specify. then allocate resources to the activities that require them. all other resources are responsible for reporting their own hours for assigned activities. If a resource uses Timesheets. The Project Management module does not include expenses when leveling resources. and time-varying prices. group resources to create an easily accessible pool from which you can draw when assigning resources to a project. contact information. such as consumable items. and a calendar to define its standard work time and non-work time. you can create a resource pool that reflects your organization's resource structure and supports the assignment of resources to activities. the primary resource may also be responsible for reporting the material resource's units as well. You can create and assign resource calendars and define a resource's roles. With the exception of material resources. Define a master list of resources consisting of the resources necessary to complete the projects in your organization. Resources are different than expenses. Using Timesheets. set availability limits. material. In addition. unit prices. finish date. An activity's primary resource is typically the resource who is responsible for coordinating an activity's work.

75 Rs.80 Rs. Class Exercise: Resource ID NLRP DSGENG Resource Name Neotech Limited Resource Design Engineers Unit of Measure 44 Resource Type Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Max Units/ Time Price/Unit NLD-201 NLD-202 NLD-203 NLD-204 NLD-205 NLD-206 NLD-207 NLD-208 NLD-209 NLD-210 NLD-211 FLDENG Parthiban Vijay Manas Milind Prashant Kenedy Domnic Srinivasan Joseph Kannan Prabhu Field Engineers 12/d 12/d 12/d 12/d 12/d 12/d 12/d 12/d 12/d 12/d 12/d Rs. To add the resource click on ADD option. 6) Click on Units & Prices tab and give the resource availability and the Price /Time.75 Proprietary & Confidential A Knowledge Company .75 Rs. Add the following resources under NEOTECH LIMITED resource pool.72 Rs.72 Rs. Non-Labor and Material resource.70 Rs.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Adding Resources: 1) 2) 3) 4) 5) To create resource dictionary click on Resources from HOME page.70 Rs. Give Resource ID and in the detail tab select the resource classification.80 Rs.70 Rs. Create a resource pool for “NEOTECH LIMITED” by clicking ADD menu.80 Rs. namely Labor. P3e supports 3 type of resource classifications.

000 Rs.Supply Electrical Items .114.60 Rs.1.000 Rs. You can create a set of roles to assign to resources and activities in all projects in the enterprise.60 Rs.100 Rs. inspector.Supply MPH Equipment .Erection Electrical Items .55 Rs.95 Rs.200 Rs.58 Rs.16.Supply Piping .000 Rs. Proprietary & Confidential 45 A Knowledge Company . They represent a type of resource with a certain level of proficiency rather than a specific individual.Erection Equipment .Erection Meters Numbers Numbers Numbers Numbers Lump Sum Lump Sum Inch Dia Inch Meter Metric Ton Lump Sum Lump Sum Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Nonlabor Nonlabor Nonlabor Material Material Material Material Material Material Material Material Material Material Material Material Material 14/d 14/d 14/d 14/d 14/d 14/d 14/d 14/d 14/d 14/d 16/d 16/d 12/d 12/d 8/d 8/d 0/d 0/d 0/d 0/d 0/d 0/d 0/d 0/d 0/d 0/d 0/d 0/d Rs.Erection Instrument Items .28.58 Rs.2.95 Rs.100 Rs.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) NLF-301 NLF-302 NLF-303 NLF-304 NLF-305 NLF-306 NLF-307 NLF-308 NLF-309 NLF-310 NLCM-401 NLCM-402 NLP-101 NLP-102 EQPT/MC CR2 CR1 SE-MATL PIPE FITT VALVE UBEQPT MPHEQPT INSITMS ELEITMS PIPFAB PIPERE EQPTERE INSITME ELEITME Shankar Madhavan Suresh Kartik Kumaran Selvam Rajesh Saravanan Senthil James Anthony Akbar Sakthivel Pratish Equipment / Machinery Crane 2 (15T Capacity) Crane 1 (50T Capacity) Supply / Erection Material Pipe .55 Rs.500 Rs.Supply Instrument Items .Fabrication Piping .1.Supply UB Equipment .80. For example.150 Rs.Supply Fittings .000 ROLES Roles are project personnel job titles or skills.000 Rs. Roles can also be assigned to specific resources to further identify that resource's skills.60 Rs.500 Rs.600 Rs.250 Rs.55 Rs. a resource may have a role of a engineer and manager.Supply Valve .300 Rs.56 Rs. You can establish an unlimited number of roles and organize them in a hierarchy for easier management and assignment. The set of roles you assign to an activity defines the activity's skill requirements. or carpenter.56 Rs.20.000 Rs.000 Rs.30. such as mechanical engineer.

Type the role's name. Roles. Five proficiency levels can be assigned to roles: Master.CE Proprietary & Confidential Role Name NEOTECH LIMITED ROLES Architect Civil Engineer 46 Resource ID NLD-201 to 203 NLD-204 to 206 NLF-301 to 303 A Knowledge Company . Adding a role:1. you can replace the roles with resources that fulfill the role skill levels. then type a unique ID for the role. 4. Proficient and Inexperienced. Roles can be assigned in the Resource Details window or from the Roles dialog box. Type a description of the role's responsibilities. Click Add. 3. Class Exercise: Role ID NLR NLR.A NLR.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) You can temporarily assign roles during the planning stages of the project to see how certain resources affect the schedule. Once you finalize your plans. Choose Enterprise. Expert. Skilled. Click the General tab. 5. 2.

You can categorize expenses. Resources generally extend across multiple activities and/or multiple projects. They are typically one-time expenditures for non-reusable items. The Project Management module does not include expenses when leveling resources. Click Add. Activity. indicate a unit of measure for expenses. Each expense has a budgeted cost. Choose Project. Click the General. and estimated remaining cost.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) NLR.CME NLR. expenses are project-specific. 4.EE NLR.PE EXPENSES Commissioning Engineer Electrical Engineer Instrumentation Engineer Mechanical Engineer Procurement Engineer NLCM-401 & 402 NLD-207 NLF-304 & 305 NLD-208 NLF-306 & 307 NLD-209 to 211 NLF-308 to 310 NLP-101 & 102 Expenses are non-resource costs associated with a project and assigned to a project's activities. and training. 2. and enter details for the expense. and Description tabs. Resource curves are not supported for expenses. Examples of resources are personnel and equipment. Costs.IE NLR. Examples of expenses include materials.ME NLR. Unlike resources. travel. Expenses are not the same as resources. facilities. Expenses. actual cost. Adding expenses:1. then click the Select button. and specify whether an expense accrues at the start or end of an activity or uniformly over its duration. Select the activity to which you want to assign the expense. 3. overhead. Proprietary & Confidential 47 A Knowledge Company .

Cost Accounts. Type the cost account's name. An outline symbol in the Cost Account ID column label indicates a hierarchy display. 4. You can specify a project's default cost account. Creating a cost account hierarchy:1. Type the cost account's ID. In the Cost Accounts list. and they enable you to track activity costs and earned value according to your organization's specific cost account codes. This cost account is used for resource assignments to activities and project expenses in the open project. Proprietary & Confidential 48 A Knowledge Company . Choose Enterprise. 2. select a cost account immediately above and of the same hierarchy level as the cost account you want to add. Type a brief description of the cost account. Cost Accounts are established in a hierarchy available to all projects in the EPS. Cost accounts are hierarchical. Cost accounts enable one to track Activity Costs and Earned Value throughout the project lifecycle. 3.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) COST ACCOUNTS You can create cost accounts and associate them with activity resource assignments or expenses in a project. then click Add. Click the Cost Account ID column label to display the cost accounts hierarchy.

1005 PUII. 4. 3. In the Roles tab. 2. 5.1007 Cost Account Name PUII . Click the Resources tab. 2. If this is the resource’s primary role. Assigning Resources. Activities. then click the Close button. 6.1003 PUII.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Class Exercise: Cost Account ID PUII PUII. Select the activity that incurs the expense. Assign roles to resources from the Resources window:1. Choose Project. Display Activity Details. Select the role you want to assign. then select the resource to which you want to assign a role. Click the Assign button.1002 PUII. Adding expenses from the Activities window:1. Resources. double-click the Proficiency column and select a skill level.1004 PUII. Choose Project. Proprietary & Confidential 49 A Knowledge Company . 6. Choose Enterprise. then click the Close button. Expenses & Cost Accounts to activities: Assigning resources to activities:1. then click the Close button. Roles.1001 PUII. Click the Assign button. 2. Select the resource you want to assign. Select the activity to which you want to assign a resource. mark the Primary Role checkbox. Click the Roles tab. Activities. 5. then click Assign. 6. 2. Click the Assign button. Choose Enterprise. 4. 4. 5.Cost Account Design Engineer Field Engineer Supply Erection Site Infrastructure Equipment & Machinery Miscellaneous Assigning Roles to Resources: Assign roles to resources from the Roles dialog box:1. 3. then click the Resources tab. If this is the resource’s primary role. Click Add Resource. 3. double-click the Proficiency column and select a skill level. Select the resource to which you want to assign the selected role. In the Resources tab. then click Assign.1006 PUII. mark the Primary Role checkbox. then select the role you want to assign.

1001 PUII.1001 PUII. To automatically calculate an expense's actual cost based on the activity's planned completion percentage. Type the name of the vendor business or organization to which the expense is payable.1001 PUII. then select the expense’s accrual type. then type a name for the expense item.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 3. Double-click in the Expense Category column. To display the Expenses tab. mark the Auto Compute Actuals checkbox.1001 PUII.1001 PUII. click the Layout Options bar and choose Bottom Layout Options. 5. Click Add.1001 PUII.1001 PUII. 7. Type the price of each unit.1001 PUII. 9. 11. To enter actual expense costs already incurred by the activity.1001 PUII. Select the category you want to assign. Double-click in the Cost Account column. select Expenses. 4.1001 PUII. Class Exercise: Resource & Cost Account Assignment Activity ID Resource Name Milind EGGEN02 Domnic Srinivasan Joseph EGARC04 EGARC01 EGARC02 EGARC03 EGCIV01 EGCIV02 EGCIV03 EGCIV04 EGEQP01 EGEQP02 EGEQP03 EGEQP04 EGEQP05 EGEQP06 Proprietary & Confidential Budgeted Units 48 32 32 40 400 352 198 132 352 264 176 528 240 240 176 176 120 120 50 Cost Account PUII. 6. 10.1001 PUII. then click the Select button.1001 PUII.1001 PUII. and then click the Select button. Double-click the Accrual Type column. 8. Display Activity Details. then click the Expenses tab.1001 A Knowledge Company Manas Parthiban Vijay Vijay Milind Prashant Kenedy Kenedy Joseph Kannan Joseph Kannan Prabhu Prabhu . The module calculates and displays the expense's budgeted cost (budgeted units * price/unit) in the Budgeted Cost field.1001 PUII.1001 PUII.1001 PUII. then click OK. Select the cost account you want to assign. Type the number of budgeted units you expect the selected activity to use. In the Available Tabs section. type the cost in the Actual Cost field.1001 PUII.

1003 PUII.1002 PUII.Supply Valve .1002 PUII.1001 PUII.Supply Domnic Domnic Pratish Electrical Items .1001 PUII.1003 PUII.Supply Srinivasan Srinivasan Sakthivel Instrument Items .1006 A Knowledge Company EGPIP03 EGPIP04 EGELE01 EGELE02 EGELE03 EGINS01 EGINS02 EGINS03 CNCIV01 CNCIV02 CNCIV03 CNCIV04 CNMEC05 CNMEC06 CNMEC01 CNMEC02 CNMEC03 Proprietary & Confidential Equipment .1004 PUII.1002 PUII.Erection Saravanan Crane 1 (50T Capacity) 176 10 176 6 176 176 176 32000 600 135 176 25000 420 95 528 352 240 1 352 176 240 1 640 320 400 720 160 1600 320 80 320 280 45 280 480 51 PUII.Supply Fittings .Supply Shankar Madhavan Madhavan Suresh James James Crane 1 (50T Capacity) Equipment .1003 PUII.Supply Sakthivel Pipe .1003 PUII.Supply Sakthivel UB Equipment .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) EGEQP07 EGEQP08 EGPIP01 EGPIP02 Pratish MPH Equipment .1003 PUII.1001 PUII.1001 PUII.1001 PUII.1003 PUII.1002 PUII.1003 PUII.1002 PUII.Supply Fittings .1001 PUII.1001 PUII.1004 PUII.Erection Senthil Crane 2 (15T Capacity) .Supply Valve .1006 PUII.1001 PUII.1002 PUII.1001 PUII.1001 PUII.1002 PUII.1001 PUII.Supply Joseph Kannan Pratish Pipe .1003 PUII.1003 PUII.1001 PUII.1006 PUII.1003 PUII.1002 PUII.

10.Erection Piping .000.1007 CMCOM06 Document CMCOM01 Transport Proprietary & Confidential 52 A Knowledge Company .1002 PUII.1004 PUII.1005 PUII.1002 PUII.1002 PUII.1006 PUII.00 Rs.1004 PUII.1007 PUII.00 Accrual Type Uniform over Activity Uniform over Activity Uniform over Activity Uniform over Activity Uniform over Activity Cost Account PUII.30.000.1002 PUII.35.00 Rs.1004 PUII.000.1002 PUII.1002 PUII.1002 PUII.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Saravanan Piping .1002 PUII.4.Fabrication Piping .500.1002 Class Exercise: Expense Assignment Activity ID EGGEN03 EGGEN01 CNGEN01 Expense Item Plotter Consulting Site Office Expense Category Equipment Legal & Professional Facilities Testing & Reports Shipping / Transport Budgeted Cost Rs.1007 PUII.Erection CNINS01 CMCOM01 CMCOM02 CMCOM03 CMCOM04 CMCOM05 CMCOM06 Selvam Rajesh Anthony Anthony Akbar Anthony Akbar Anthony Akbar 480 1200 33500 26300 920 640 640 1040 1040 1 1 1040 1040 120 240 160 160 120 240 240 PUII.1004 PUII.000.1002 PUII.00 Rs.Erection CNMEC04 Piping .1002 PUII.1002 PUII.1004 PUII.1007 PUII.1004 PUII.00 Rs.Fabrication Senthil Crane 2 (15T Capacity) Kartik CNELE01 Kumaran Electrical Items .Erection Instrument Items .1002 PUII.15.

You can assign a resource distribution curve to any resource or role assignment on activities with a duration type of Fixed Duration and Units/Time or Fixed Duration & Units. curves are ignored for the actuals and are spread using the timesheet data. In order to use curves to calculate the Actual Units/Cost and EV Units/Costs. Assign the appropriate curve to a resource or role assignment by selecting a curve in the Curve column in the Resource Assignments window." Resource curves are reflected in the Resource Usage Profile and Resource Usage Spreadsheet. The curve should begin on the "lagged start date. Activities with timesheet data continue to spread the remaining units using the curve. Resource lag is taken into consideration. You can also assign a resource curve in the Resources tab in the Activity Details. Proprietary & Confidential 53 A Knowledge Company . The Accrual Type will continue to spread the expenses.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) RESOURCE CURVES Resource/cost distribution curves enable you to specify how you want resource units or costs spread over the duration of an activity. the new project setting that uses duration percent complete to calculate actuals should be marked. Resource units and costs are distributed evenly during an activity unless you specify nonlinear distribution using curves. Notes: Resource curves do not support expenses. If timesheet data exists for the actuals.

Identify overloaded resources. then click Close. Click Add. Use the Resource Usage Profile/Spreadsheets to:1. You can view a resource's or role's cost and quantity data for a specific project or for all projects across the enterprise (total allocation). Determine how many hours each resource is scheduled to work. then choose Columns. Resource usage and costs are distributed evenly during an activity unless you specify nonlinear distribution using curves. Note: You can define an unlimited number of global resource curves. Choose to display vertical bars to represent costs or units allocated to your resources for each time period. 3. Click Prorate to make the total of the distribution values equal to 100% while maintaining the shape you specified. Double-click in the Curve column and select the curve you want to assign to the resource/role assignment. Select Curve from the General group and click to add the column to the Selected Options. 2. 4. Assigning a curve to a resource or role assignment:You can assign a resource distribution curve to any resource or role assignment on activities with a duration type of Fixed Duration and Units/Time or Fixed Duration & Units. 7. Select an existing curve from which to copy the curve value percentages. Customize. Select the resource/role assignment to which you want to assign a resource curve. You must enter a resource curve name. Edit the curve value percentages to create a curve that indicates how your costs/units should distribute over time. Choose Project. Click OK. Choose Enterprise. Define the Profile/Spreadsheet to specify whether you want to display cost or quantity information and set the timescale for displaying data values. Determine resource usage by late dates. Resource Assignments. then click Select. 1. 5. 2. Type a name for the new resource curve. Proprietary & Confidential 54 A Knowledge Company . Curves are defined by 21 points (5% intervals from 0 to 100). Resource Curves. VIEWING RESOURCE & COST PROFILE / SPREADSHEETS Resource Usage Profile/Spreadsheet: Use the Resource Usage Profile/Spreadsheet to analyze quantity or cost usage for resources or roles. 3. Track expenditures per time period. Display a "banana" curve to compare early and late dates. To display the Curve column. You can type up to 60 alphanumeric characters.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Adding a resource curve:1. Click Modify to define the curve's distribution. and include cumulative curves/units to represent accumulated units and costs over time. 3. 4. then click Select. 5. 2. click the Display Options bar. 6.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 6. Save any of these changes so that you can always access the same set of activity information. the left pane lists all the resource or role filter/group names in the hierarchy. and expense costs and labor and non-labor units allocated to the activities in your project over time. Change the timescale. You can filter the Activity Usage Profile to include all activities displayed in the top layout. The bottom layout window is divided into two panes. bars do not display for summary rows if your selection contains mixed units of measure or a mixture of labor/non-labor and material type resources. 8. In addition to customizing data. 9. The Resource Usage Profile reflects the resource curves. Gantt Chart. or the Activity Network. you can customize the look of the profile by specifying display options. background line type. non-labor. The Activity Usage Profile/Spreadsheet displays resource allocations for all activities or for the activities you select in the Activity Table. 3. Costs and units allocated to activities for each period in the timescale are represented as vertical bars. The left pane lists all the resources or roles stored in the hierarchy. You can customize the Activity Usage Profile/Spreadsheet to: Specify the type of information you want to display. 7. Display different colors or patterns on the histogram bars when showing the stacked histogram. 2. or to include only the activities you select in the top layout. Note: • If you do not want the resource unit/cost values spread evenly. or share your Activity Usage Profile with someone else. Activity Usage Profile/Spreadsheet: Use the Activity Usage Profile/Spreadsheet to view cost or unit values for activities in the open project over time according to a timescale you specify. • When displaying units. You can also save a customized profile so that you can always access the same set of activity information or share the Resource Usage Profile with someone else. material. You can also filter the top layout to display only those activities that correspond to the time period you select in the bottom layout. You can also display curves for charting cumulative costs or units over time. for example. Proprietary & Confidential 1. or averaging. The right pane displays the values for the activities assigned to each resource or role in the histogram. Double-click in the profile area to view the profile details. 4. • Bars and cumulative curves with negative values do not display in the profile. or resource or role filter/group name in the stacked histogram. use resource curves to distribute those values nonlinearly. bar color. In the stacked histogram view. You can view the negative values in the profile details. Customize the bars and background. depending on your current view. 55 A Knowledge Company . The Resource Usage Profile is available only in the bottom layout of the Activities window. 10. 5. Activity Usage Spreadsheet. The Activity Usage Profile/Spreadsheet can display labor.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Tip If you apply activity filters to the Activity Table. Gantt Chart. or the Activity Network. Resource Units per day = Budgeted Quantity / Original Duration Proprietary & Confidential 56 A Knowledge Company . Activity Usage Spreadsheet. these filters also apply to the Activity Usage Profile.

CREATING BASELINE PLAN A Baseline is a complete copy of a project plan that you can compare to the current schedule to evaluate progress. Baseline projects do not exist as separate project to access. a baseline will be created for all selected projects. then click OK. Creating a baseline:1. Proprietary & Confidential 57 A Knowledge Company . If you want to convert another project to a baseline. then click the Select button. Up to three baselines can be compared at once.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) P. making it available again as a separate project in the project hierarchy. Choose Project. Before updating a schedule for the first time create a baseline. Baselines. You can restore a baseline. if you still want to have access to the original project. then. Unlimited baselines can be created for each project. 2. select the projects for which you want to create a baseline. schedule and performance. Open the projects for which you want to create a baseline. 3. Choose to save a copy of the current project as a new baseline or convert another project into a baseline of the current project. It provides a target against which one can track a project’s cost. it is no longer available in the project hierarchy. If you want to copy the current project as a new baseline. If you choose to convert another project. select the project in the Select Project dialog box. if more than one project is open. you can select only one project. Tip Before converting a project to a baseline. you can select multiple projects. Click Add. Once you convert a project to a baseline. you should make a copy of it.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Notes: • When you save a copy of the current project as a new baseline. Tertiary Baseline Proprietary & Confidential 58 A Knowledge Company . and so on. Primary Baseline c. Assigning a baseline:1. the baseline title uses the project name and a suffix of -Bx. Project Baseline b. Choose Project. where x equals 1 for the first baseline you save for a project. You can assign Four baselines as a. 2 for the second. Assign Baselines then select the baseline which you want to assign. Secondary Baseline d. The converted project's name is used as the baseline name. the project you want to convert cannot be open or have baselines assigned to it. • When you choose to convert another project to a baseline. Open the projects for which you want to assign a baseline. 2. You can change the baseline name.

and MPT files enable you to share information with Microsoft Project. MDB.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Q. MPX or P3 3. You must have Microsoft Project 98. MDB. MPX or TXT format. or MPT file. You can export/import the following file formats: • Primavera's proprietary format (XER) supports all project information developed using the Primavera suite of project management tools. You can also use external files to archive your projects or create a backup of your database. Exporting Projects from P3e: 1) To export projects activate File / Export menu. MPD. • P3 format enables you to share project information with Primavera Project Planner version 3. 2) Projects can be exported into XER. You can import and export information to and from this database using external files and then share this information with other Primavera Project Management modules. as well as to integrate with other third-party tools. or 2002 installed on your computer to import an MPP. • MPP. Proprietary & Confidential 59 A Knowledge Company .x. MPD. 2000. and your organization's human resource and accounting systems. 3) Resources. other project management tools (such as Microsoft Project). 4) Users should ensure that the project to be exported should be open.x format. Expenses. Time sheets and Roles can also be exported from P3e in either XER. EXPORT / IMPORT All project data is stored in a central database. • MPX format enables you to share information with Microsoft Project.

Projects to be imported should be in XER. MPX or P3 3. MPX or P3 3. 1) 2) 3) 4) -----------------------------------X----------------------------------- Proprietary & Confidential 60 A Knowledge Company .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Importing Projects in P3e: To import project activate File / Import menu. To Import XER. resources and roles can be imported into P3e. users should give the location of project files by browsing to appropriate directory. 5) Users should also specify the EPS node under which the project should be imported.0 format. 6) Users can also choose the layout configuration to be used during the Import. Projects.0 format.