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P6 Version 8.2 & 8.
3 EPPM Web
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PICTURE
Welcome to the
Eastwood Harris Pty Ltd
Primavera P6
Version 8.3
EPPM Web Tool
2 day training course
Enterprise Portfolio Project
Management
Page 2
IMPORTANT POINTS FOR

INSTRUCTOR
Administration
See notes below.
Facilities, timings and meals
Evacuation
Mobile phones & Emails
Introductions:
Your name,
The types of projects you are involved in,
Your experience in scheduling software and
What you seek from this course,
Course attendance sheet,

Course conduct.
Page 3
Course Objectives
Page 4
Course Agenda
DAY 1
This course objectives are to teach participants:
1 - Introduction
Introduction to the user interface,
2 - Creating a Project Plan
How to create and plan projects without resources

including creating the WBS, adding activities,
relationships and constraints,
3 - Starting Up and Navigation
Formatting, filters, layouts and printing,
6 - Creating a Primavera Project WBS
Assigning Baselines and updating an un-resourced

project,
7 - Adding Activities and Organizing Under the Wbs
4 - Creating a New Project

5 - Defining Calendars
8 - Formatting the Activity Window and Views

9 - Adding Relationships
Adding and assigning Roles and Resources,
10 - Activity Network View
Updating a Resourced project,
11 Constraints
Successful completion of the workshops is required to

complete the course.
Page 5
Copyright Eastwood Harris Pty Ltd
continued
6
Page 6
P6 Version 8.2 & 8.3 EPPM Web

Course Agenda
1 - INTRODUCTION
DAY 2
12 - Printing and Reports
1.1 - Purpose
13 - Scheduling Options and Setting a Baseline
1.2 - Required Background Knowledge
14 - Updating an Unresourced Schedule

15 - Administer Menu
1.3 - Purpose of Planning
16 - Creating Roles and Resources
1.4 - Project Planning Metrics
17 - Assigning Roles, Resources and Expenses
1.5 - Planning Cycle
18 - Resource Optimization
1.6 - Levels of Planning
19 - Updating a Resourced Schedule
1.7 - Monitoring and Controlling a Project.
20 - Other Methods of Organizing Project Data

21 Index.
7
Page 7
Page 8
1.1 Purpose of the course

Provide a method for planning, scheduling and
controlling projects using Primavera,
Within an established Enterprise Project database or
a blank database,
Up to an intermediate level.
Page 9
1.3 - Purpose of Planning

The ultimate purpose of planning is to build a model
that allows you to predict which activities and
resources are critical to the timely completion of the
project,
Strategies may then be implemented to ensure that
these activities and resources are managed
properly, thus ensuring that the project will be
delivered both On Time and Within Budget.
1.2 - Required Background

Knowledge
The ability to use a personal computer and
understand the fundamentals of the operating
system,
Experience using application software such as
Microsoft Office and
An understanding of how projects are planned,
scheduled and controlled, including understanding
the project management processes applicable to
your projects.
Page 10
Planning aims to:

Identify the total scope and stakeholders
Plan to deliver the scope and understand the risks
Evaluate different project delivery methods
Identify the deliverables under a logical breakdown of
the project, often called WBS or PBS
Identifying activities required to produce the deliverables
Identify and optimize the use of resources
Evaluate if target dates may be met
Identify risks and plan to minimize them
Provide a baseline plan
Assist in stakeholders communication
Page 11
Assist management to think ahead and make informed

decisions.
Page 12

3 - STARTING UP AND
NAVIGATION - SUMMARY
3 - STARTING UP AND
NAVIGATION SUMMARY (cont)
3.1 - Special Note Regarding Web Based Project

Management Tools
3.2 - Logging In
3.11 Accessing Help

3.12 Find and Replace
3.15 Closing Down
3.3 - Primavera P6 Architecture

3.4 - P6 Web Functionality Areas and Interface
3.5 - Viewing Project Data
3.6 - Understanding the Projects Window
3.7 - Right-clicking with the Mouse
3.8 - Full Screen Mode Icon
3.10 Search Function
Continued
Page 79
Page 80
3.16 - Workshop 1 - Navigating

Around the Windows
To become familiar with Primavera you will open your
database and navigate around the windows,
Note: Your windows may look different from the one
used in this publication which uses a demonstration
database provided by Oracle Primavera.
4 - CREATING A NEW PROJECT

4.1 - Creating a Blank Project
4.2 - Copy an Existing Project
4.3 - Using the Project Templates Function,
4.4 - Importing a Project
4.5 - Saving Project Information on Changing Windows
4.6 - Deleting a Project
4.7 - Setting Up a New Project
4.8 - Saving Additional Project and EPS Information
Notebook Topics
4.9 - Workshop 2 Creating Your Project.
Page 81
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4.1 - Creating a Blank Project

There are several methods to create a new project
from the Projects, EPS page:
Adding a new project from the Actions menu, or
Creating a Blank Project

You may create a new project at any point in time by:
Selecting the Projects, EPS, Actions, Add, Add
Project... icon from the menu, or
Copy an existing project and editing it, or
Clicking on the Add Project... icon on the toolbar to

open the Add Project form.
Using the Project Template feature, or
Information Required:
A unique Project ID
Import a project created from another Primavera

database or created with another software program
such as P3, SureTrak or Microsoft Project, or Asta
Powerproject.
Project Name
Optional Description
EPS Node
continued
Responsible Manager (OBS)

Planned Start date
Page 83
Page 84
(Optional Must Finish

By date).
14

7.6 - Elapsed Durations

An Elapsed duration is a duration that runs 24x7,
A P6 activity may NOT be assigned an Elapsed
duration as in Microsoft project,
A P6 activity should be scheduled on a 24hrs/day and
7 days per week calendar to assign an elapsed
duration.
Page 151
The Bottom pane has a number of tabs where information

about the highlighted activity may be viewed and edited:
General
Steps
Assignments (Resources in
the Client)
Feedback
Expenses
Documents (WPs & Docs in

the Client)
Notebooks (Notebook in
the Client)
Codes
Predecessors & Successors

(Relationships as in Client)
Issues
Risks
Trace Logic
At times you will find there are no bars displayed in

the Gantt Chart because the Timescale has scrolled
too far into the past or future,
Double-click in the Gantt Chart in line with an activity
and the Timescale will scroll to display the activity
bar.
Page 152
7.8 - Activity Information

Bottom Layout Tabs
7.7 - Finding the Bars in the Gantt

Chart
Page 153
7.9 Discussion Feature

A new tab has been added to the Activities Window in P6
Version 8.3, titled Discussion which enables:
Users to create a discussion thread for each activity,
Each entry is saved with the date of entry and user
name and the entire thread is recorded:
Page 154
7.10 - Assigning Calendars to

Activities
7.11.1 - Assigning Activities to a

WBS Node
Activities often require a different calendar from the

default Project Calendar assigned in the Project
Information form,
A new activity will inherit the WBS Node of a selected

existing activity when the project is organized by
WBS Nodes and an activity is created,
Primavera enables each activity to be assigned a

unique calendar, by displaying the Calendar column:
You may cut and paste activities from one WBS Node
to another, or
Change the activity WBS by:
Inserting the WBS column by clicking on the Columns
icon and selecting WBS from the Columns form under
General, then
Clicking in the
WBS column of
an activity will
open the Select
WBS form:
Page 155
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26

12.4 - Enhanced Printing from the

EPS and Activities Windows
Unlike older
versions of P6,
the Version R8.3
allows the user to
print from either
the EPS or
Activities window
and print only the
Project or Activity
Table excluding
the Gantt Chart;
Page 223
12.6 - Other Primavera Reporting

Options
There are several other several other tools available
from Oracle that may be used generate Primavera
reports,
These include P6 Analytics and BI Publisher which
are not covered in this course.
12.5 - Reports
Reports are run from the dashboard and are not part
of this book:
Page 224
12 - PRINTING AND REPORTS

12.1 - Printing the Gantt Chart
12.2 - Print Preview
12.3 - Page Setup
12.4 - Reports
12.5 Enhanced Printing from the EPS and Activities
Windows
12.6 - Other Primavera Reporting Options
12.7 - Workshop 10 Printing.
Page 225
12.7 - Workshop 12 - Printing

We want to issue a report for comment by
management and will set up our Headers and
Footers.
Page 226
13 - SCHEDULING OPTIONS AND

SETTING A BASELINE
13.1 - Understanding Date Fields
13.2 - Scheduling Options General Tab
13.3 - Setting the Baseline
13.4 Additional Baseline Fields
13.5 - Workshop 11 WBS, LOEs and Setting the
Baseline.
Page 227
Page 228
38

15.9 - User Sessions
15.10 - Miscellaneous Defaults
This allows the identification of all users who are

using the system.
There is no Default Project as in the Windows

Client,
Read the section in the Scheduling Options
General Tab to understand these way multiple
opened projects calculate in the Web.
Page 295
Page 296
15 - ADMINISTER MENU
SUMMARY
16 - CREATING ROLES AND

RESOURCES
15.1 - Administer Menu
16.1 - Understanding Resources and Roles
15.2 - My Calendar
16.2 - Creating Roles
15.3 - My Preferences
16.3 - Creating Resources and the Resources Window
15.4 - Administer Settings
16.4 - Workshop 13 Adding Resources to the

Database.
15.5 - Enterprise Data

15.6 - Global Schedule Services
15.7 - User Access
15.8 - User Interface Views
15.9 - User Sessions
15.10 - Miscellaneous Defaults.
Page 297
16.1 - Understanding Resources

and Roles
Traditionally, planning and scheduling software
defines a Resource as something or someone that is
required to complete the activity and sometimes has
limited availability. This includes people or groups of
people, materials, equipment and money,
Page 298
Understanding Resources and

Roles
Roles are able to show the gap between the available
supply of resources and planned supply (forward
load)
Primavera a has a function titled Roles,

A Role is normally used at the planning stage of a
project and represents a skill or position. Later, and
before the activity begins, a Role would be filled by
assigning a specific individual who would be defined
as a resource,
Roles may be assigned to both Resources and
Activities.
Page 299
Page 300
50

19.7 - Updating the Schedule

This takes place in two steps:
Firstly the Dates and Durations are updates in the same
way as an un-resources schedule, then
The Resources and Expenses Units and Costs are
updated,
It must be decided how this operation is completed as there
are many options.
Page 367
19.7.2 - Updating Dates and

Percentage Complete
The schedule should be first updated as outlined in the
Tracking Progress chapter,
In summary, this is completed by entering:
The Actual Start and Actual Finish dates of Complete
activities,
The Actual Start, % Complete and/or Remaining
Duration of In-Progress activities,
Adjust Logic, Constraints and Durations of Un-started
activities.
19.7.1 - Preferences, Defaults and

Options for Updating a Project
Most Primavera options are good, but there are some that
should be changed. The options to be considered and
checked before updating a schedule:
% Complete Type
Activity Type
Link actual to date and actual this period units and cost
Duration Type
Resource Assignments options
Resources Cost Calculation options
Auto Compute Actuals
Calculate Costs from Units
Schedule Options
Steps
Earned value calculation.
Page 368
19.8 - Updating Resources

Resource units and costs may be updated using one of
the following methods:
Entering the data using the Assignments tab in the
Activities Window, or
Entering the data using the right section of the
General tab in the Activities Window, or
Entering Progress Automatically from the timesheets,
a process titled Applying Actuals, or
Importing from Excel. Actual dates and Remaining
Durations may be imported but Suspend and Resume
may not,
The instructor will demonstrate this process using the
Assignments tab and General tab in in the Activities
Window.
Page 369
Page 370
19.9- Updating Expenses
19.10 - Updating Using Progress

Reporter
Expenses are updated in a similar way to resources in

the Activities Window, Expense tab, and are
simple to use.
Progress Reporter, also previously known as Team

Player, is the Primavera timesheet application,
Expenses will not be covered in detail, but here are

some notes in the book about Expenses that you may
find useful.
Page 371
There are some notes in the book about this function

but is not covered in this course.
Page 372
62

19 - UPDATING A RESOURCED
SCHEDULE - SUMMARY
19.1 - Understanding Planned Values and Baseline Projects
19.2 - Understanding the Current Data Date
19.11 - Workshop 16 Updating a

Resourced Schedule
We now need to update the activities and resources
as of 09 Dec 13.
19.3 - Information Required to Update a Resourced Schedule

19.4 - Project Preferences Defaults for Updating a Resourced
Schedule
19.5 - Activities Window Percent Complete Types
19.6 - Using Steps to Calculate Activity Percent Complete
19.7 - Updating the Schedule
19.8 - Updating Resources
19.9 - Updating Expenses
19.10 - Updating Using Progress Reporter
Page 373
Page 374
20 - OTHER METHODS OF
ORGANIZING PROJECT DATA
20.1 - Understanding Project

Breakdown Structures
20.1 - Understanding Project Breakdown Structures
The Work Breakdown Structure WBS function was

discussed earlier as a method of organizing projects and
activities under hierarchical structures.
20.2 - Activity Codes

20.3 - User Defined Fields
20.4 - Workshop 17 Activity Codes and User
Defined Fields (UDF)
There are alternative features available in Primavera for

grouping, sorting and filtering activities, resources, and
project information:
Activity Codes
User Defined Fields (UDF)
WBS Categories not covered
Resource Codes not covered
Cost Accounts not covered.
Page 375
Page 376

Activity Codes may be used to Group, Sort, and Filter
activities from one or more open projects,
Activity Codes, such as Phases, Trades, or
Disciplines, are often defined in the Activity Codes
Definition form,
Activity Code Values are defined in the in the
Administer, Enterprise Data, Activities, Activity
Codes tabs, such as:
Phases of Design, Procure, Install and Test,
Trades of Brickwork, Plumbing and Electrical, and
Disciplines of Concrete, Mechanical, Pipework,
Activity Codes are assigned from the Activities

Window using the Codes tab in the lower pane or
displaying the appropriate Activity Code column,

User Defined Fields are similar to Custom Data Items
in P3 or Custom Fields in Microsoft Project and
provide the ability to assign additional information to
database records,
They may be used for recording information about
the data field as an alternative to Activity Codes and
other predefined Primavera fields,
The type of data that may be assigned to User
Defined Fields would be equipment number, order
number, variation or scope number; road, railway or
pipeline changes; address and additional costs data,
continued
The instructor will demonstrate.

Page 377
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63

User Defined Fields

Activity data may be filtered, grouped, and sorted
using these User Defined Fields in a similar way to
Activity Codes,
Data may be imported into the fields and, unlike
Activity Codes, the data item does not have to exist
in the database before importing,
20 - OTHER METHODS OF
ORGANIZING PROJECT DATA SUMMARY
20.1 - Understanding Project Breakdown Structures
There are a number of predefined fields that may be

renamed and new ones may be created.,
The instructor will demonstrate UDFs.
Page 379
20.4 - Workshop 17 Activity Codes

and User Defined Fields (UDF)
Page 380
Review Expectations
This workshop will look at creating an Activity Code

and some UDFs,
Any questions,
We will create an activity code to represent the

departments responsibilities for the Project.
Have we met your expectations?
Page 381
Complete Feedback Sheet,
TCC0205-TRG-TM-SP10\A2
Page 382
Database Cleanup at end of

course, if required:
Please could you delete all:
User Filters
User Layouts
Thank you for attending
The resources created but NOT your

Resource node
Your projects.
384
Page 383
Page 384
64

P6V83Web Sample PowerPoint Presentation 6 Slides Per Page

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P6V83Web Sample PowerPoint Presentation 6 Slides Per Page

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Copyright:

Available Formats

P6 Version 8.2 & 8.

THIS SLIDE REQUIRES NEW

IMPORTANT POINTS FOR

See notes below.

Facilities, timings and meals

Course attendance sheet,

This course objectives are to teach participants:

Introduction to the user interface,

2 - Creating a Project Plan

How to create and plan projects without resources

3 - Starting Up and Navigation

Formatting, filters, layouts and printing,

6 - Creating a Primavera Project WBS

Assigning Baselines and updating an un-resourced

7 - Adding Activities and Organizing Under the Wbs

4 - Creating a New Project

8 - Formatting the Activity Window and Views

Adding and assigning Roles and Resources,

10 - Activity Network View

Updating a Resourced project,

Successful completion of the workshops is required to

Copyright Eastwood Harris Pty Ltd

P6 Version 8.2 & 8.3 EPPM Web

13 - Scheduling Options and Setting a Baseline

1.2 - Required Background Knowledge

14 - Updating an Unresourced Schedule

1.3 - Purpose of Planning

16 - Creating Roles and Resources

1.4 - Project Planning Metrics

17 - Assigning Roles, Resources and Expenses

1.5 - Planning Cycle

1.6 - Levels of Planning

19 - Updating a Resourced Schedule

1.7 - Monitoring and Controlling a Project.

20 - Other Methods of Organizing Project Data

1.1 Purpose of the course

1.3 - Purpose of Planning

1.2 - Required Background

Planning aims to:

Copyright Eastwood Harris Pty Ltd

Assist management to think ahead and make informed

P6 Version 8.2 & 8.3 EPPM Web

3.1 - Special Note Regarding Web Based Project

3.11 Accessing Help

3.3 - Primavera P6 Architecture

3.16 - Workshop 1 - Navigating

4 - CREATING A NEW PROJECT

4.1 - Creating a Blank Project

Creating a Blank Project

Copy an existing project and editing it, or

Clicking on the Add Project... icon on the toolbar to

Using the Project Template feature, or

Import a project created from another Primavera

Responsible Manager (OBS)

Copyright Eastwood Harris Pty Ltd

(Optional Must Finish

P6 Version 8.2 & 8.3 EPPM Web

7.6 - Elapsed Durations

The Bottom pane has a number of tabs where information

Documents (WPs & Docs in

Predecessors & Successors

At times you will find there are no bars displayed in

7.8 - Activity Information

7.7 - Finding the Bars in the Gantt