Primavera P6 102 Training Manual Prepared by Bill Pepoon, Managing Partner Construction Science, LLC

Primavera P6 102 Training Manual
Prepared by
Bill Pepoon, Managing Partner
Construction Science, LLC
2012 Construction Science, LLC
Day I
Introduction
Setting up a new Project
Activities
Activity Types
Activity Durations
Work Breakdown Structure (WBS)
Dates
Calendars
Activity Codes
Activity Logic
Constraints
Scheduling
Custom Layouts & Views (Formatting)
Introduction
Data Structures in P6
EPS (Enterprise Project
Structure)
Centralized Management of
multiple projects
Categorizes work in the
Organization: A hierarchy of
projects or a grouping of projects
within departments
Projects represent the lowest
level of the EPS
Every project in the organization
must be included in an EPS
Introduction (Contd)
OBS (Organization Breakdown Structure)
A Separate global hierarchy reflecting the
management structure
One OBS for the entire organization
Used to control access to projects and
data
An OBS element/person will be
responsible for each node/project within
the EPS
(Company Name) EPS
Work Breakdown Structure

Acts as a continuation for the
individual projects in the EPS
Project A
Project B
Project C
The WBS is a Project-Specific

Structure. Each project has its own
Project B (WBS Level 1)
WBS that further breaks down the
work in that project.
WBS Node 1
WBS Node 2
WBS Node 3
The project is the highest level of
the WBS. Activities are the lowest
level of the WBS
Activity 1
Activity 2
Work Breakdown Structure
For a more detailed discussion of Work Breakdown Structures, see
the WBS handbook published by the Department of Defense (MILHDBK-881A, 30 JUL 2005)
Activities
An operation or process consuming time and possibly resources
An element of work that must be performed in order to complete a
project
The basic component of a schedule
Activities must be measurable and controllable
An activity may include one or more tasks
Activities (Contd)
Any activity has attributes : Schedule-related characteristics and designations
that uniquely describe a network activity. Attributes can include :
Predecessor and successor activities
Early and late start and finish dates
Identification codes (e.g. trade, area, phase, etc.)
Resource assignments (Labor, equipment (non-labor), material)
Any other information that places the activity into accurate context
Resource Hierarchy
Includes the resources
across all projects in the
organization
Could be broken down by
Type: labor, equipment,
material
Subcontractor
Function: design, site..
Skill level
Project
10
Summary
The EPS categorizes work in the
Organization
Projects belong to EPS nodes
Each project has its own WBS that
further breaks down the work in that
project. Activities are the lowest
level of the WBS.
The OBS represents the responsible
managers in your company and can
be assigned at the EPS, project,
and/or WBS level
11
Global Data Vs.
Project Specific Data
Global Data
Defined at the EPS level
Applies to all projects across the
enterprise
e.g. EPS and OBS, and resource and
role information
Project-Level Data
Defined at the project level
Available only to that project
Activities, WBS, and Work Products
& Documents
12
Multiple Platforms
Windows Client
Software resides on host computer
Project databases may or may not be located on host computer
Web Client
Software and project databases are hosted on the web (i.e. cloud
computing)
Dashboard organized differently than Windows Client but features
are similar
13
New Terminology
Name in P3
Activity Columns
Activity Form
Activity Logs
Bar Chart
Costs (lump sum)
Custom Data Items
Estimate at Completion (resource)
Estimate to Complete (resource)
Expedition
Fragnets
Name in P6
Activity Table
Activity Details
Notebook
Gantt Chart
Expenses
User-defined Fields
At Completion Units
Remaining Units
Contract Management
Methodologies
14
Name in P3
Hammock (activity type)
Independent (activity type)
PERT
Resource lag
Resource Profile
Resource Table
Target
Task (activity type)
WBS (activity type)
Name in P6
Level of Effort
Resource Dependent
Activity Network
Original lag/remaining lag
Resource Usage Profile/
Activity Usage Profile
Resource Usage Spreadsheet/
Activity Usage Spreadsheet
Baseline
Task Dependent
WBS Summary
15
Navigation (Release 7.0)

Command Toolbar
Directory
Toolbar
Bottom Layout
16
Navigation (Release 7.0 Contd)

Click on the
Directory Icon
to show/hide the
Directory Toolbar
17

Right-click
anywhere in the
Bottom Layout to
add/remove tabs
18
Shows all Projects in the

Database
Shows the Activities of

the Current (Active)
Project
19
Training Task No. 1

Practice each of the following:
1. Hide the Navigation Bar button text
2. Hide the Navigation Bar
3. Hide the Directory Bar button text
4. Hide the Directory Bar
5. Hide the Command Bar button text
6. Open/close Activity Detail
7. Add all available tabs to Activity Detail
20
21
Setting up a New Project

Creating a New EPS
1.
Enterprise Command Menu

Enterprise Project Structure
2.
Click Add
3.
Specify EPS ID & Name
4.
Change the EPS position in the

hierarchy using arrows
5.
Modify Display Options
22
Setting up a New Project (Contd)

Creating a New OBS
1.

OBS
2.
Right-click OBS Details
3.
Click on the OBS node that you

want to add a person under, then
click Add
4.
Change hierarchical position

using appropriate arrow
5.
Go back to the new EPS to

Change the Responsible
Manager name
23
Creating a New Project

To Create a new Project
Select the EPS to

which you want to add
the new project
Click Add OR RightClick the EPS Add
Type Project Data

Project ID
Project Name
Planned Start Date
Must Finish By :
Contract Finish Date
Responsible Manager
in the OBS
Rate Type: Price/Unit
24
Creating a New Project (Contd)

Also, you can Cut/Copy &
Paste an existing project
into the new EPS
25

In the Defaults Tab,
Choose the AutoNumbering preferences
Use Smart IDs to
denote activitys
information. E.g.
PH1F2C001 : Phase 1,
Floor 2, Concrete
Works
26

To set Project as
Default : Project Menu
"Set Default
Project.
Display Project Details

by clicking on the
"Show / Hide Bottom
Layout" icon,
OR
Right-Click on the
Project Project
Details
27

To open the Project:
Select the Project in the
Home Page
Click on the
"Activities" tab in the
Directory Toolbar
OR
Right-Click on the
Project "Open
Project"
28
Training Task No. 2

Create an EPS Node called Sample Projects and place it
under the highest level of the enterprise
Copy Project CHP_NR (provided by the instructor) into the
this EPS Node
Create an OBS called Training Program and place it under
the name of the organization
Make CHP_NR the default project
29
30
Adding Activities
1.
2.
Click on the
Activities icon in the
Directory Toolbar
Right-Click where you
want to insert the new
activity "Add"
OR
Click the "Add" icon
and follow the Wizard
steps
OR
Click "Insert"
31
Adding Activities (Contd)

You can also, Cut, Copy,
Paste and Delete activities
using the Command Bar
32
Activity Description
The Activity Description should be:
Clear: Spell out the task clearly. Avoid generic descriptions
Complete: Scope adequately covered by the description
Unique: Identify the activitys specific information
Example:
Electric Fixtures
Light Fixtures
Install Light Fixtures
Install Light Fixtures 5th Floor

33
Importing Activities From MS Project
[File Menu Import]
I. Importing a Schedule in
a different format:
1.
Select the new Project
2.
File Menu Import
3.
Choose the format of the file to

be imported
4.
Select the type of data to

import as "Project"
5.
Enter the destination of the file

to be imported
34
Importing Activities From MS Project
[File Menu Import]
I. Importing a Schedule in
a different format
(Cont'd):
6.
Choose the appropriate import

action: either Update / Replace
/ Add into an existing project or
create a new one
7.
Select the Project to which the

new data will be imported
8.
Choose what to update or keep

only when updating an existing
project
35
Exporting Activities To Excel
[File Menu Export]
II. Exporting/Importing an
Activity List in a
spreadsheet:
1.
Export a spreadsheet that

will be used as a template
into which you can copy your
Activity List, to do this:
Open the new Project
2.
Create a dummy activity
3.
File Menu Export
4.
Choose the format of the file to

be exported as "Spreadsheet"
5.
Select the type of data to export

as "Activities"
36
[File Menu Export]
Activity List in a
spreadsheet:
6.
Select the Project to be exported
37
[File Menu Export]
Activity List in a
spreadsheet:
6.
Select / Modify the Template
7.
Choose the data that you already

have available in your Activity
List. The selected fields will
appear in the same order in the
exported spreadsheet.
8.
Choose the destination and

name of the spreadsheet to be
imported.
38
[File Menu Export]
Activity List in a
spreadsheet:
9.
Copy/Paste your Activity List

and enter other activity data into
the exported spreadsheet.
10.
Make sure Column headings

and format is maintained
11.
Re-import the exported

spreadsheet with the new data
into P6
39
Version 7 New Feature

MS Excel Import Security
Problem: Global dictionaries can be easily modified if all users are
allowed to import data
Previously, users had to be granted all or none permission to import
data from other Primavera products, MS Project and MS Excel
Now, administrator can allow importing of MS Excel files while still
denying permission to import other types of data
Available in both Windows and Web clients
40
Training Task No. 3

Create a MS Excel export file for schedule CHP_NR
Add a new XLS template with the following information in
this order:
Activity ID
Activity Status
Activity Name
WBS Code
Original Duration
Stage
Predecessors
Successors
Save the XLS template as Training Template 1

Export both activities and relationships
41
42
Activity Types
In P6, an Activity Type can be either:
Task Dependent
Resource Dependent
Level of Effort
Start Milestone / Finish Milestone
WBS Summary
43
Activity Types (Task)

Task Dependent Activity
Scheduled only according to the Activity's calendar
When you want to control the Activity's duration yourself
Activitys Resources are scheduled according to the Activity's
Calendar
Use this Activity Type for all construction / physical activities
44
Activity Types (Resource)

Resource Dependent Activity
Scheduled according to the calendars of assigned resources
Resources are scheduled according to their own calendars
Used when several resources are assigned to the same
activity, but may work separately, or when availability can
affect Activity's duration
45
Activity Types (Level of Effort)

Level of Effort Activity
Commonly known as Hammocks
Has a duration which is determined by its dependent
activities, from the earliest start of its predecessors to the
latest finish of its successors
Should be linked to its predecessors with a SS, and to its
successors with a FF
Overhead-type activities are typically Level of Effort, e.g. Site
Cleanup
Can be used for monitoring purposes, e.g. "Project Duration"
46
Activity Types (Level of Effort, Contd)

(Cont'd)
Predecessors: 02 & 03
Predecessors
Successors
Successors: 04 & 05
47
Activity Types (Milestone)

Start Milestone/Finish Milestone
A zero-duration activity with no resources
Used when an activity is intended to signify the
commencement/completion of a significant stage, rather than
a physical work product
Examples : Notice to Proceed, Substantial Completion, etc.
48
Activity Types (WBS Summary)

WBS Summary Activity
Has a duration which is determined by a group of activities
that share a common WBS level.
The Activity's duration will equal the overall duration of
activities assigned to the same WBS level.
Resources that drive activity dates cannot be assigned to WBS
summary activities.
49
Activity Types (Contd)

To change the Activity Type:
1.
Select the activity & show

activity details
2.
Click the "General" tab
3.
Choose the appropriate

activity type from the drop
down menu
50
Training Task No. 4

What is the default activity type for Project CHP_NR?
Where do we assign the Project Leveling Priority?
How do we open two or more projects at the same time?
There are at least 4 different ways to add an activity in P6;
what are they?
51
52
Activity Durations
To enter/modify Activity's
Original Duration
Select the activity & show

activity details
Click the "Status" tab
Enter the Activity's duration

in the "Original Duration"
field
OR
Enter the Activity's duration
in the original duration
column
53
Training Task No. 5

Create Level of Effort activities in your copy of CHP_NR
to represent the length of each of the following stages:
Stage 1 (Activity ID LOE_S1)
Place each Level of Effort activity in the appropriate Stage

Assign the same calendar to these Level of Effort activities as
the existing Level of Effort Activity ID 40.
Relationships will be added during Training Task No. 8
54
55
Creating the WBS

1.
Open the new Project
2.
Click on the "WBS" tab

in the Directory Toolbar
3.
The Project is by default

WBS Level 1
4.
Click on the "Columns"

icon to show the WBS
Code, Name & Path
56
Creating the WBS (Contd)

6.
Insert a new WBS element

by selecting the WBS level
under which you want the
new WBS node to exist
then click "Add"
7.
Enter the WBS elements

name & code. Code is
incremented automatically.
8.
Change the WBS elements

level in the hierarchy using
the arrow keys
57
Creating the WBS (Contd)

Modify the WBS
display using the
"Layout Options"
Toolbar
You can also

Cut/Copy and
Paste WBS
elements
(including
activities)
58
Assigning WBS Codes

1.
Show the new project

activities by clicking on
the "Activities" tab in
the directory toolbar
2.
Click on the "Group &

Sort" icon on the
"Layout Options Toolbar
3.
Organize the Activities

by the "WBS"
4.
Using the Cut & Paste

commands, move
activities into their
appropriate WBS
location
5.
Also, modify the

Activity's WBS location
using the "General" tab
59
Assigning WBS Codes (Contd)

You can also assign WBS
codes by exporting a
spreadsheet, filling in WBS
codes against activities, then
importing it back to P6.
60
Assigning WBS Codes

When deleting a WBS
element, make sure you
choose the option Merge
Elements to avoid
deleting subordinate
activities together with the
WBS code.
61
62
Dates
P6 expands the types of dates that are possible
Date Field
Definition
Start
The current start date of the activity.

Set to the remaining start date until the
activity starts, then set to the actual
start date. A next to the date indicates
an actual start date; * indicates that a
constraint is being used.
63
Dates (Contd)
Date Field
Definition
Finish
The current finish date of the activity. Set

to the planned finish date until the
activity starts, becomes the remaining
finish date while the activity is in
progress, and then becomes the actual
finish date upon completion. A next to
the date indicates an actual finish date;
* indicates that a constraint is being
used.
64
Dates (Contd)
Date Field
Definition
Early Start
The earliest date the remaining portion

of the activity can begin. The date is
based on activity relationships, schedule
constraints and resource availability.
Early Finish
The earliest date the activity can be

completed. The date is based on activity
relationships, schedule constraints and
resource availability.
65
Dates (Contd)
Date Field
Definition
Late Start
The latest date the remaining portion of

the activity can begin. The date is based
on activity relationships, schedule
constraints and resource availability.
Late Finish
The latest date the activity can be

completed. The date is based on activity
relationships, schedule constraints and
resource availability.
66
Dates (Contd)
Date Field
Definition
Planned Start
The date the activity is scheduled to

begin. Set to the early start date but
can be manually changed by the user.
Does not change once an actual start
date is applied.
Planned Finish
The date the activity is scheduled to be

completed. Set to the early finish date
but can be manually changed by the
user. Does not change once an actual
finish date is applied.
67
Dates (Contd)
Date Field
Definition
Remaining Early Start
The date the remaining portion

of the activity is scheduled to
resume. Set to the planned start
date until the activity begins.
Can be manually changed by the
user.
Remaining Early Finish
The date the remaining portion

of the activity is scheduled to be
completed. Set to the planned
finish date until the activity
begins. Can be manually
68
changed by the user.
Dates (Contd)
Date Field
Definition
The date the remaining portion of

the activity is scheduled to resume.
Set to the planned start date until
the activity begins. Can be
manually changed by the user.
The date the remaining portion of

the activity is scheduled to be
completed. Set to the planned
finish date until the activity begins.
Can be manually changed by the
user.
69
Dates (Contd)
Date Field
Definition
Suspend Date
The date work stopped on the activity for

unexpected, but temporary, reasons. Date
is manually entered by the user.
Resume Date
The date that work resumes after a

temporary suspension. Date is manually
entered by the user.
Tip: before an activity has any progress the Early Start,

Planned Start, Current Start and Remaining Early Start dates
are all the same.
70
71
Creating Calendars
1.
[Enterprise Calendars]

Calendars
2.
Choose Global
3.
Click Add to create a new calendar

or Modify to edit an existing one
4.
Choose the Calendar that you want

to use as a template for new Projects
5.
Modify the Work Week
6.
Double-click to add work/non-work

days
7.
Check in the Default Box to make

this the default Calendar for all
future projects
72
Creating Calendars (Contd)

8.
In the main Calendars window,

choose Project
9.
Add the Global Calendar that was

created in Step 3 above
10.
Holidays will be inherited

automatically
11.
Go back to the Home Page, RightClick on the new project

Project Details
12.
In the Defaults Tab, choose the

new Calendar from the drop down
menu
[Enterprise Calendars]
73
Creating Calendars (Contd)

To Assign a Calendar
1.
Select the Activity.
2.
From the General

tab, select the
appropriate
Calendar.
74
Training Task No. 6

Add a new Project calendar to your copy of CHP_NR with
the following attributes:
Calendar Name is Special 6-Day Calendar
6-day workweek for all of 2011 and 2012
No work performed during January 2011 or January 2012
Holidays are March 31st, July 4th and November 15th
Workday starts at 7:00 am and ends at 3:30 pm with 30 minutes for lunch
75
76
Activity Coding Structures

In addition to the WBS, you can group, filter,
summarize and sort activities using Activity Codes
You can use Activity Codes in lieu of, or in
combination with the WBS
E.g.: Phase, Area, Work type, Specification Division,
Subcontractor, etc.
77
[Enterprise Activity Codes]
Create the Activity Coding

structure :
"Activity Codes"
P6 provides 3 types of Activity
Codes:
Global: can be assigned to
activities in all projects
EPS: can be assigned to
projects within the EPS
Project: can only be assigned to
activities in the opened project
78

structure (Cont'd):
Note the difference between
the Activity Code and Activity
Code Values
79

structure (Cont'd):
1.
2.
3.
4.
5.
6.
In the main Activity Codes

Window select "EPS"
Click "Modify"
A new window will appear, add
the new code & new codes name
Close the window
Select the new code from the dropdown menu
Add new values to the code
80

Activity Field-Level Security
Previously, access could only be restricted to Global, EPS and Project
levels; any user with Project-level access could change any activity
Each user can be assigned edit privileges to only the activity fields they
are required to update, while all others are read only
Activity-level security gives the flexibility to allow users to update
fields such as actual start and finish, percent completes and remaining
effort, while limiting those same users to read-only access to other
activity-level fields
81
Assigning Activity Codes

1.
Show the Project details by

clicking on the "Show/Hide
Bottom Layout" in the
"Layout Options" toolbar
2.
Click the "Codes" tab
3.
Click "Assign"
82
Assigning Activity Codes (Contd)
4.
From the top bar, choose

the coding level from
which you want to assign
codes, whether Global,
EPS or Project
Note: To assign from the
Global codes, make sure
the display Filter is set to
All values
5.
Select the code you want

to assign
83
Assigning Activity Codes (Contd)
6.
From the top bar, choose

the coding level from
which you want to assign
codes, whether Global,
EPS or Project
Note: To assign from the
Global codes, make sure
the display Filter is set to
All values
7.
Select the code you want

to assign
84

Adding Code Values On the Fly
Individuals can now add new code values to the dictionary while
assigning codes to activities, without having to navigate to the activity
code dictionary
User will simply be prompted to specify the activity code value and
description
Just like P3!
85
Training Task No. 7

Add a new Project activity code to your copy of CHP_NR
and name it Responsibility
Assign the following code values to Responsibility
TC (description = Traffic Control)
Dirt (description = Excavate Sub Base
Using the Activity Details in the bottom layout, assign code

values to select activities
Assign TC to all activities with Traffic Control in the Activity Name
Assign Dirt to all activities with Excavate Sub Base in the Activity Name
What are some other ways to assign Project activity codes?
86
87
Adding Logic Relationships

1.
Show the Project details by

clicking on the "Show/Hide
Bottom Layout" in the
"Layout Options" toolbar
2.
Click the "Relationships"

tab
3.
Click "Assign" to add

Predecessors / Successors
4.
Select the Predecessor /

Successor from the list
88
Adding Logic Relationships (Contd)

New logic relationships are
Finish-to-Start by default.
To change the relationship
type, double click in the
"Relationship Type" field
then choose the appropriate
type from the drop-down
menu.
You can only input the
Relationship Type & Lag.
Other fields are
automatically calculated by
the software.
To customize the displayed
columns, Right-Click
anywhere in the Predecessor
or Successor area.
89

05/12
05/20
05/22
05/30
FS Lag 1
05/20
FF Lag 2
05/22
05/12
SS Lag 1
05/13
90

To Add a Predecessor /
Successor to Multiple
Activities
1.
Highlight all activities to

which you want to add the
predecessor / successor
2.
Click on the "Predecessors"

or "Successors" icon on the
"Command Bar", as may be
appropriate
3.
Select the common

predecessor / successor that
you want to add to the
highlighted activities
91

To link a Series of Activities
1.
2.
3.
Ctrl-Click the activities in

the order you want them in
Right-Click "Link
Activities"
They are now linked in the
order they were selected
92

Dissolve Activity
Deletes the activity but joins
its predecessors to its
successors with a Finish-toStart Relationship
Select the Activity, open the
Edit Menu "Dissolve
Activity"
93

Logic Networks
To trace activities
predecessors and successors:
Click on the "Trace Logic"
icon in the Layout options
toolbar
94

Logic Networks (Cont'd)
To view the overall Project's
network, click on the "Activity
Network" icon
95
Training Task No. 8

We will now add relationships for the Level of Effort
Activities added during Training Task No. 5:
Open the Activity Details and click on

Relationships (hint: this tab may need to be added)
Assign one predecessor and one successor for each
96
Training Task No. 8 (Contd)

There are at least 4 different ways to add
relationships between activities in P6. What are they?
97
98
Constraints
Definition:
A Constraint is a restriction imposed on the start or finish date of an activity
It may or may not override logic, depending on the Constraint Type
Should be used sparingly, only to represent external factors that are not
within the control of the organization, e.g. easements, ADOT ROW, etc..
Should not be used as Shortcuts
Always Document the basis for using the constraint
99
Constraints (Contd)
Constraint Types
Start on : imposes a start date. Can delay an early start or accelerate a late start to
satisfy the imposed date. Unlike the mandatory start constraint, doesnt violate logic.
Start on or after : Also known as "Start no earlier than". Affects only early dates.
Limits the earliest time an activity can begin so that early start date cannot be earlier
than the constraint date. Logic however, may cause the early start to occur later.
Start on or before : Also known as "Start no later than". Affects only late dates.
Limits the latest date it can start. When calculating a schedule, it is used in the
backward pass only if the calculated late start date will be later than the imposed
date. This constraint may decrease total float.
Start on
Start on or Before
Start on or after
100
Constraints (Contd)
Constraint Types (Cont'd)
Finish on: Similar to the "Start on". Imposes a finish date. The finish on constraint
can delay an early finish or accelerate a late finish to satisfy the imposed date.
Finish on or after : "Finish no earlier than". Limits the earliest time it can finish so
that the finish of an activity is not scheduled before the imposed date.
Finish on or before : "Finish no later than". Limits the latest time it can be finished.
The finish on or before constraint affects only late dates. Reduces Total Float.
Finish on
Finish on or Before
Finish on or after
101
Constraints (Contd)
Constraint Types (Cont'd)
As late as possible : Pushes the activity to start as late as possible without delaying
its successors, if it has available float.
Mandatory start / Mandatory Finish : sets early and late dates equal to the date
you specify. Overrides logic..Do not Use..!!!!
102
Constraints (Contd)
05/20
05/21
05/20
Constraint to Start
on or after 06/05
06/05
103
Constraints (Contd)
Constraint (Cont'd)
Always re-calculate the schedule after you apply a constraint.
Always document the basis of the constraint.
104
Training Task No. 9

Assign a Finish On or Before constraint to Activity ID 9999
Finish date should be 01/18/12
Change the previous constraint to Mandatory Finish with a

Finish date of 12/05/11
What happens?
Is it possible to assign a constraint to an activity so that the

activity will appear to be critical at all times?
105
106
Scheduling
Now its time to calculate the Schedule
Click Tools Schedule
OR click F9
Select the Data date
Schedule the project after
each logic change for it to
take effect
107
Scheduling (Contd)
Float Calculations
In Primavera P3, relationship lag was determined by the
calendar on the predecessor activity
P6 has multiple options for relationship lag:
Predecessor activity calendar
Successor activity calendar
24-hour calendar
Default calendar
Progress Override vs. Retained Logic

108
109
Grouping & Sorting

Click on the "Group & Sort"
icon in the Layout Options
Toolbar
Double-click in the "Group
by" field to select the
grouping data item.
Double-Click on the Font &
Color field to modify the
format of the grouping bands
110
Grouping & Sorting (Contd)

Mark "Show Group Totals"
to display the totals per data
item in the grouping bands
(e.g. total budgeted cost per
Area)
111
Grouping & Sorting (Contd)

Click "Sort" to specify the
order of activities within each
group
When done, click "Apply" for
changes to take effect
112
Filters
1.
Click on the "Filters"

icon
2.
Click:
"New" to create a
new filter,
"Modify" to edit an
existing one, or
Copy/paste a global
filter under the "User
Defined" category to
modify it
113
Filters (Contd)
3.
Enter the Filter criteria; could

be any activity attribute: Code,
WBS or Resource assignment,
a Date, % completeetc.
4.
Choose the Filter Parameter,

whether you want to filter to
show activities complying
with ALL or ANY of the
criteria.
114
Filters (Contd)
5.
Mark against the

filter(s) that you want
to apply
6.
Select "All Selected

Filters" or "Any
Selected Filter" to
display activities that
meet ALL or ANY
criteria specified in the
selected filters
7.
To revert to displaying
all activities, mark the
"All Activities"
checkbox
115
Activity Table
1.
Click on the "Columns

icon"
2.
Choose from the

available data fields the
columns that you want to
display, use the arrows
keys to add/remove
columns to the current
layout
Click "Edit Column" to
modify the Columns
format and/or title
116
Activity Table (Contd)

Columns can be useful in
Adding/modifying activity
details, e.g. :Changing
Activity Codes
1.
Click on the "Columns"

icon in the Layout Options
Toolbar
2.
Choose from the "Activity

Codes" categories the
columns that you want to
display using the arrow
keys
117

3.
In the activity row, doubleclick on the activity code

you want to add/modify
4.
Select the appropriate code
118

To view activity group
summaries, right-click
anywhere in the Activity
Table Choose either:
"Collapse All" : to
summarize all the schedule
to the project level
"Collapse to": to summarize
the schedule up to certain
level only
"Expand all" to display all
activities
119
Fill Down Function

You can quickly copy a certain
activity attribute to many
activities
For example, to assign the same
code to multiple activities:
Highlight the activities,
Right-Click "Fill Down"
120
Training Task No. 10

Create a filter to display all Stage 1 and Stage 2 work
Create a filter to display only activities with traffic control
in the activity name
What is the difference between longest path and critical path?
Can a schedule have negative float even though there are no
constraints on any activities?
121
Customizing the Bar Chart

To Customize the Timescale
View Menu Timescale
OR
Click on the "Timescale icon in
the Layout Options toolbar
Enter the Timescale start
Enter the Timescale Interval
Use Timescale Type :Calendar
122
Customizing the Bar Chart (Contd)

Double-Click anywhere in
the Chart area to return to
the Project start
Click on the Zoom
in/Zoom out icons to view
a smaller/larger time
period
123

To customize the Bars:
View Menu Bars
OR
Click on the "Bars" icon in
the Layout Options toolbar
Mark the checkbox next to

bars you want to show
Modify the shape and color
of the selected Bar from the
Bar Style tab.
124

Under the Bar Labels Tab,
Click "Add" to select a Bar
Label, e.g. Activity Name,
Start & Finish Dates, etc.
125

You can add a new bar
style for a certain group of
activities, e.g.:
all activities with a certain
Activity code
1.
Click "Add" or copy

another Bar
2.
Enter the new Bars

style and criteria
3.
Enter a Filter to
associate a group of
activities with the Bars
style
126

Click on the "Spotlight" icon
and drag it highlight progress
during a certain period
127

Click on the "logic lines"
icon to show logic
relationships in the Bar
Chart
128

Careful when clicking in
the Bar Chart area, logic
relationships
can be changed!!
129

Attachment Tools
Add Curtains to
highlight certain
periods of time
130

Attachment Tools
Add text to Activity
Names
131

Progress Line
A new progress line can be shown on the Gantt chart to
graphically communicate variances in project progress
The progress line can be displayed with activity current bars
and display schedule variance
In addition, the progress line can be drawn on top of baseline
bars, plotting the progress point of each activity on its
baseline bar
The progress line shows where the progress should be relative
to the data date (available in both Windows and Web Clients)
132

Using your copy of CHP_NR, create a new layout with the
following attributes:
Timescale is dark green and text is white
Timescale should display dotted sight lines every quarter and solid
sight lines at the end of every year
Activity Table should contain the following data in this exact order:
Activity ID
Activity Name
Original Duration
Duration Type
Center align text in each data column
133

Group all activities as follows:
Activity Code Stage is highest level and should have an orange band
with black text (font size = 14)
Activity Code Post Mile is the next highest level and should have a
dark blue band with white text (font size = 12)
Sort activities as follows:

Early Start, then
Early Finish
Filter activities to meet both of the following criteria:

Total Float = 0
Activity Type does not include Level of Effort
134

Make the following changes to the Gantt Chart
Make critical bars purple
Add float bars on Row 2 and make them yellow
Add a curtain for the month of January in 2011 and 2012 and make the
filter light green in color with / fill pattern
Save layout as Training Layout 1
135
Print Setup
[File Menu Page Setup]
File Menu Page Setup

In the "Page" tab, make sure to
"Fit Timescale" to 1 page wide
136
Print Setup (Contd)
In the "Footer" tab specify

Number of sections into
which the footer to be
divided
Which pages to show the
footer on
Data to be included in
each section
To enter Data into the footer Sections, select the section,

Select Data Item form the drop down menu click Add
137
Print Setup (Contd)
In the "Options" tab

Specify:
Timescale Start
Timescale Finish
Data Items to be printed
138
Layouts
[View Menu Layout]
To open or save layouts:

Click the View Menu Layout
To Create a new layout
1.
Open an existing layout that

most closely resembles the
format of the new layout you
want to create
2.
Choose View, Layout, Save As
3.
Type a name for the new layout
4.
In the Available To field, select

a user category, then click Save
139
Layouts (Contd)
[View Menu Layout]
You can transfer layouts

using the import/export
options
140
Day II
Defining Resources
Assigning Resources
Analyzing Resources & Cost Usage
Activity Duration Types
Percent Complete Types
EV calculations
Expenses
Updating the Schedule
Creating a Baseline
Recommended Scheduling Practices
141
142
Defining Resources
To Create a new Resource
1.
Click on the Resources tab

in the Directory Toolbar
2.
Click on the Display

Options toolbar to filter
the displayed Resources to
either all Projects in the
Database or the Current
Project only
143
Defining Resources (Contd)

3. Click
"Add" to add a new

resource and follow the
Wizard
OR Right-click Add
OR Click "Insert"
You can also Copy/Paste
Resources from different
Projects.
Use the arrows to move the
new resource to its appropriate
position in the hierarchy
Right-click on the new
resource "Details"
144

4.
Under the General tab, enter

the Resource ID & Resource
name
145

5.
Under the Details tab:

Enter the new Resources type:
Labor, Non-labor or Material
Select "Auto Compute Actuals"
if you want actual units to be
automatically updated based on
the Activity's % complete
Select "Calculate Costs from
Units" to generate a "Budgeted
Cost" based on the Resource
Usage
Select the Resource calendar.
The default project calendar is
recommended
146

6.
Under the Units & Prices tab:

Click "Add" to enter resource
Price/Unit for certain time
periods. Example : labor wages
increase
Enter the Maximum Units/Time:
Maximum hours the resource
can work per day
147
148
Assigning Resources
1.
In the Resources tab of the

Activity Details Bottom
Layout, click "Add
Resource"
OR
Click on the Resources
icon on the Command Bar
2.
Select the Resource you

want to add
3.
Enter the Resources

Budgeted Units (e.g.
Hours)
By default:
Budgeted Cost = Price/Unit x Budgeted Units
Budgeted Units = Units/Time x Duration
149
Assigning Resources Budget/Cost

To Change a Resource
Price/Unit
Tools Menu Recalculate
Resource Assignments
Any changes to Resource
information will then take effect
150
Assigning Resources Budget/Cost

By Default:
Budgeted Units = Units/Time x Duration
Budgeted Cost = Budgeted Units x Price/Unit
151
Importing Resources from XER
[File Menu Import]
Importing Resources from the Estimating Software

To use the resources created in an estimating software:
Import the "XER" file generated by the estimating software into P6
You can choose to import the resources only into the existing new project
All the new resources will be imported into the shared resource pool
152
153
Resource Assignment Layout

Click on the "Assignment"
tab in the Directory
Toolbar to display
activities per resource
To add/remove columns:
Right-click on the title bar
Columns Customize
The Spreadsheet on the
right side shows totals per
time period (Budgeted
Units, Budgeted Cost, etc.)
To customize the Spreadsheet contents : Right Click anywhere

Spreadsheet Fields Customize Select from either cumulative values or
values per time period
154
Activity Usage Spreadsheet

Click on the "Activities"
tab in the Directory
Toolbar
Click the "Activity Usage
Spreadsheet" icon
Left pane displays the
Activity Table, same as
current layout
Right pane displays
activity data in a timescaled spreadsheet format
155
Activity Usage Profile

Resource total Units or
Costs per time period are
represented as a
histogram
Choose to display usage
for either "All activities"
or only "Selected
Activities"
Note that the chart
includes only activities
listed above in the
Activity Table
156
Activity Usage Profile (Contd)

Mark the "Time period"
checkbox only if you
want to filter the activity
table based on
highlighted periods in the
chart
157
Activity Usage Profile (Contd)

To customize the chart:
Right-click "Activity
Usage Profile Options"
158
Resource Usage Spreadsheet

The left pane lists all
the resources or roles
stored in the hierarchy,
(depending on the
current view).
The middle pane
displays all of the
activity assignments
for the resource or role
currently selected in
the left pane.
The right pane displays the values for the activities assigned to the
resource currently selected in the left pane.
159
Resource Usage Profile

The left pane lists all the
resources stored in the
hierarchy view.
The right pane displays
the total usage of the
selected resource, in
terms of either units or
costs.
To customize the chart,
right-click in the chart
area "Resource
Usage Profile Options.
160

Copy Project Oracle_R (provided by the instructor) into
EPS Node Sample Projects
Determine the hours in the schedule for the following
resources:
Carpenter (LCARP) week of 12/13/09
Flatrack (ETFR) week of 06/13/10
Link Belt 60T Crane (EH60T) week of 04/03/11
Semi Belly Dump (RT18B) week of 01/09/11
Equipment Operator (LO) week of 07/04/10
161
Resource Leveling
Definition
A process that helps you assure there are sufficient resources available
to perform the activities as planned and highlight resource overallocations or conflicts
The software reschedules an activity, using its available Total Float, to
occur when its resource demands can be met so as the total resource
usage does not exceed its limits
May result in a late Project Finish date if the affected activities were
on the Critical Path
162
Resource Leveling (Contd)

1.
Click on the Level

Resources icon
2.
Click Select
Resources to
choose the
resources you want
to level
163

Before Leveling
After Leveling
164
Resource Leveling
Before Leveling
After Leveling
165

Select only concrete labor (LCL) for leveling
Change the resource usage profile to show only Remaining
Late Dates
Increase the maximum units per day for concrete labor to 16
hours
Level LCL with all leveling options turned off
What happens to the Total Float?
Level LCL with the Level resources only within activity Total Float and
compare results
166

Guidelines
Resource leveling requires a different type of logic; soft logic is
necessary to allow enough float for activity dates to be adjusted
Level one resource at a time to determine whether any negative float
is created; if everything is okay, add more resources for leveling, one
at a time
All users (including the client) need to understand that resources are
driving activity dates in addition to the logic
Remember to resource level the schedule after each schedule
calculation (or select option to always level when scheduling)
167

Guidelines (Contd)
Leveling one resource will most likely remove the total float available
for leveling other resources, so even the order in which you level
resources can change the results
Over-allocation of resources can be used to identify the need for a
different workday calendar, higher limits, or the need for selective
overtime
Leveling within the activity Total Float (option) will not allow
resource leveling to delay the project
Resource leveling takes a lot of practice to master; start with a few
simple resources and build confidence
168
169

P6 provides 4 types of Activity Durations.
Fixed Duration Types
Fixed Resource Types
1.
Fixed Duration & Units/Time
3.
Fixed Units
2.
Fixed Duration & Units
4.
Fixed Units/time
170

To change the Activity Duration Type:
1.
Show the Activity Details in the Bottom Layout
2.
Select the "General" Tab
3.
Select from the drop-down menu the appropriate Activity Duration

Type
171
Activity Duration Types (Contd)

The Duration type only matters when the activity is assigned
resources.
The following equation must hold true regardless of which
variable is updated.
Resource Units = Units/Time x Duration

The Duration Type enables you to control which variables of
this equation are calculated when you change a value.
172

Fixed Duration Types (Duration drives Resources)
1.
2.
Fixed Duration & Units /Time

Resource Units = Resource Units/Time x Duration
Task Dependent Activities.

Schedule Drives Resources.
Duration overrides Resources
(Units/Time or Units).
Changes
Fixed Resource Types (Resources drive Duration)

Constant
3.
4.
Fixed Units /Time

Fixed Units
Resource Dependent Activities.

Resources Drive the Schedule.
Resources (Units/Time or
Units) overrides Duration.
173

Resources Drive
Duration
Duration Drives
Resources (Units &
Units/Time)
Priority
Resource Units
Resource
Units/Time
Duration
Fixed Units/Time
Fixed Units
174

Duration Overrides Resource Variables (Units & Units/Time)

40 Hrs
= 8 Hrs/Day x 5 Days
Units
Units/Time
Duration
Input
80 Hrs
Input
16 Hrs/Day
Input
10 Days
Units (Hrs)
80
80
80
Units/Time (Hrs/Day)
16
16
Duration (Day)
10
When Units were Changed, Units/Time were changed to

maintain the equation, Duration is never recalculated with this
type
175

Duration Overrides Resource Variables (Units & Units/Time)

40 Hrs
Units
Units/Time
Duration
Input
80 Hrs
Input
16 Hrs/Day
Input
10 Days
Units (Hrs)
80
80
40
16
16
Duration (Day)
10
When Units/Time were Changed, Units were changed to

maintain the equation, Duration is never recalculated with this
type
176
Fixed Units
Resource Variables (Units & Units/Time) Override Duration

40 Hrs
Units
Units/Time
Duration
Input
80 Hrs
Input
16 Hrs/Day
Input
10 Days
Units (Hrs)
80
80
80
16
Duration (Day)
10
10
When Units were Changed, Duration changed to maintain the

equation, Units/Time remained Constant. Resource variables
take precedence over Duration.
177
Fixed Units/Time
Resource Variables (Units & Units/Time) Override Duration

40 Hrs
Units
Units/Time
Duration
Input
80 Hrs
Input
16 Hrs/Day
Input
10 Days
Units (Hrs)
80
80
80
16
Duration (Day)
10
10
When Units/Time were Changed, Duration changed to maintain

the equation, Units remained Constant. Resource variables
take precedence over Duration.
178
Resources
Drive Duration
Duration Drives
Resources (Units &
Units/Time)

Activity
Duration Type
When you
change Units,
this value
changes...
When you
change
Units/Time, this
value
changes...
When you
change
Duration, this
value
changes...
Fixed Duration
& Units/time
Units/Time
Units
Units
Units
Units/Time
Fixed Duration
& Units
Duration Overrides
Units/Time
Fixed
Units/Time
Duration
Fixed Units
Duration
Units/Time Override
Duration Overrides
Duration
Units Override
Duration
Units
Units/Time
179

Typically Used:
Task Dependent Activity Type
&
Fixed Duration & Units/Time Activity
Duration type
180
181
Percent Complete Types

P6 provides 3 types of Percent Complete
1.
Duration
2.
Physical
3.
Units
182
Percent Complete Types (Contd)

To select the Activity's Percent Complete Type:
1.
Show the Activity Details in the Bottom Layout
2.
Select the "General" Tab
3.
Select from the drop-down menu the appropriate Activity Percent

Complete Type
183
Percent Complete Types (Duration)

ACTIVITY % COMPLETE = SELECTED % COMPLETE TYPE
1.
Duration Percent Complete :

If activity progress can most easily be reported based on original and
remaining duration.
The Activity % Complete will equal Duration % Complete, calculated as :
[(Original Duration Remaining Duration) / Original Duration] x 100
For example, if you have a 10-day activity that has 4 days remaining, it is
60% complete.
If Remaining Duration becomes greater than or equal to the Original
Duration, Duration Percent complete will equal Zero
184
Percent Complete Types (Units)

2. Units Percent Complete :
Progress is reported based on the accomplished work effort (Units) as
compared to how much work remains.
The Activity % Complete will equal Units % Complete, calculated as :
[(Actual Units ) / (Actual Units + Remaining Units)] x 100
For example, if an activity has a resource assigned 40 Hours, and the
resource has actually completed 30 Hours, the activity is 75% complete.
185
Percent Complete Types (Physical)

3. Physical Percent Complete :
Progress is manually entered by the User.
Choose this type when you want to remove the link between the reported remaining
duration and the Activity's percent complete i.e. where progress will be reported
separately from the remaining duration.
Recommended, especially with Cost loaded schedules, where payment is based on
schedules reported progress.
Provides a better historical record of the schedules progress.
186

Save the existing Training Layout 1 as Training Layout 2
Add columns to the Activity Table for the following percent
complete types:
Duration
Physical
Units
Activity
Find Activity ID b275.2.a10 using <Control-F>

Select current Early Start date as the Actual Start
Change the Duration % Complete to 50%
What happens to the Remaining Duration?
187

Change the Duration % Complete to 50%
What happens to the Remaining Duration?
Did anything else change?
Change the Physical % Complete to 40%

Change the % Complete Type to Physical

Change the % Complete Type to Units

188
189
Earned Value Calculations

Definition: Budgeted Cost of Work Performed
Earned Value = Budgeted Cost x Activity % Complete
Activity % Complete = % Complete of Selected Type
190
Earned Value Calculations (Duration)

Example I : Activity 33
Original Duration
Remaining Duration
Duration % complete
Physical % Complete
Percent Complete Type
Budgeted Cost
Activity Percent Complete
Earned Value
=3
=1
= [(OD-RD)/OD] x 100 = (3-1)/3 x 100 = 66.67%
= 10 % (manually entered)
= Duration
= $1,000
= Percent Complete Type = Duration % = 66.67%
= Activity %
x
Budgeted Cost
= 66.67%
x
$1,000 = $667
191
Earned Value Calculations (Physical)

Example II : Activity 103
Original Duration
Remaining Duration
Duration % complete
Physical % Complete
Percent Complete Type
Budgeted Cost
Activity Percent Complete
Earned Value
=3
=2
= [(OD-RD)/OD] x 100 = (3-2)/3 x 100 = 33.33%
= 40 % (manually entered)
= Physical
= $10,000
= Percent Complete Type = Physical % = 40%
= Activity %
x
Budgeted Cost
= 40%
x
$10,000 = $4,000
192
Earned Value Calculations For Payment

Utilizing Earned Value for
Payment Purposes
1.
Create a Resource named

"Cost"
2.
Assign the new resource,

"Cost", to all activities that will
be cost-loaded
193
Earned Value Calculations For Payment (Contd)

3.
Assign a Budgeted Cost for each activity so as to distribute the Contract

Price over all schedule activities. You should be able to manually enter
values
If the "Budgeted Cost" column does not appear, right-click anywhere in the tab
Customize, then add the Budgeted Cost" Column
194

Budgeted Cost of all cost-Loaded Activities should add-up to the Total
Contract Price
Schedule of Values Item No.
Act ID
Activity Name
Total/Activity
1.1
103
Remove Guardrail
113
Remove Existing Catch Basins
62
Remove Median Paving
15
Remove Embankment Curb
24
Remove AC
20
Remove and Replace Mail Boxes
39
Clear and Grub
48
Remove Fence
27
Saw Cut AC
2.1
x
x
x
x
x
Total per Schedule of Values Line Item
Contract
Price
195

A SOV line item can be distributed over a number of activities, but each
Activity's amount should be obtained from only one line item
Schedule of Values Item No.
Act ID
Activity Name
Total/Activity
1.1
103
Remove Guardrail
113
Remove Existing Catch Basins
62
Remove Median Paving
15
Remove Embankment Curb
24
Remove AC
20
Remove and Replace Mail Boxes
39
Clear and Grub
48
Remove Fence
27
Saw Cut AC
2.1
x
x
x
Total per Schedule of Values Line Item
Contract Price
196

Budgeted Costs of all cost-loaded activities should add-up to the Total Contract
Price
The Earned Budget of all cost-loaded activities should add-up to the total "Pay
Application" amount
Group / Grand
Totals can be
useful for
comparison of the
schedule and pay
application
197

All Cost-Loaded
Activities should
have a "Physical"
Percent complete
type
To be more
specific, you can
create & assign a
number of
resources, each
representing a
certain Schedule
of Values Line
Item, or possibly
a subcontractor
198

Save the existing Training Layout 2 as Training Layout 3
Add columns to the Activity Table for the following:
Labor Units % Complete
Budgeted Labor Cost
Activity % Complete
Physical % Complete
Find Activity ID a70.3.3 using <Control-F>

Select current Early Start date as the Actual Start
Change Activity % Complete to 25%
What happens to the Remaining Labor Units?
199

Change the % Complete Type to Units
Does this change remaining hours?
What happens to Labor Units % Complete?
Change Physical % Complete to 70%

Does this change anything?
Change Labor Units % Complete (column) to 50%

What happens to Units % in the Activity Detail?
Instructor will explain options for calculations under Project
Details
200
201
Expenses
[Enterprise Cost Accounts]
You can use expenses to assign

and monitor costs
Go to Enterprise Cost
Accounts
Click "Add" or use the
Copy/Paste options to create a
new Cost Account structure
reflecting the Project's Schedule
of Values
202
Expenses (Contd)
[Enterprise Cost Accounts]
Expenses can be used

to calculate Earned Value in
the same manner as resources
Under the "Expenses" tab of the
Activity Details Bottom Layout,
assign a new "Cost Account"
Enter a Budgeted Cost
Earned Value will be calculated
in the same manner as if the
Expense was a Resource
203
204
Updating the Schedule

The Data Date:
The current date based on which the schedule is updated to report actual progress
and projects a new completion date.
The calendar date that separates actual (historical) data from scheduled data.
E.g. for Schedule update for period ending March 31, 2008, Data Date should be
March 31, 2008.
205
Updating the Schedule (Contd)

To Create a Schedule Update
1. Click the "Projects" tab
2. Create a copy of the Baseline Schedule and rename it
3. Open the new copy of the schedule
206

In the new Project, open the
"Status" Tab
Update ONLY the following
Actual Start: If Activity has
actually started, mark the
"Started" checkbox and enter
the Actual start Date
Actual Finish
Remaining Duration, if
activity has started but not
finished : the amount of time
remaining to finish the
activity
Physical % Complete, only if
Activity's Percent Complete
type is "Physical"
207

DO NOT Change!
Original Duration
Logic Relationships
Activity ID
Activity Description
Budgeted Cost
Do not record any actual
start or finish dates after the
Data Date
208

1.
Tools Menu Schedule

OR
Click F9
OR
Click on the "Schedule" icon
2.
Enter the new Data Date
3.
Click "Schedule"
209

Updating Resources
1.
Click on the "Resources" tab
2.
Enter the actual resource usage in the "Actual this Period" field
3.
The "At Completion" units will be updated as Actual Units + Remaining Units
210

Recording Impacts/Changes in Schedule Updates
All Delay events, Change Orders and any other impacts should be adequately recorded
in Schedule updatesAS NEW ACTIVITIES
Earthworks
Foundations
Earthworks
Foundations
Differing Site Conditions

211

Recording Impacts/Changes in Schedule Updates (Cont'd)
Earthworks
Foundations
Notice of Differing Site Conditions

Investigation
Change Order
Additional Work
212

Schedule Update Checklist
Has the Project Completion date or any interim milestone dates change?
Did the Critical Path Change, if yes, why..?
Any Negative Float?
Have all approved Change orders been adequately incorporated?
Have all delay events/impacts been properly recorded?
Any trends worth watching, e.g. a subcontractor consistently delayed, an

activity or area continuously slipping?
Have all schedule changes been explained in the accompanying narrative?
Has the schedule log file been reviewed?
213

To save an electronic copy of the schedule
File Menu Export
Export the Project in "XER" format to the desired location
214
215
Creating a Baseline (Target)
[Project Maintain Baseline]
To Create a Project Baseline

Project Menu Maintain Baseline
Click "Add" to create or
designate a Baseline for the
currently open project
Creates a copy of the

current project as it exists
to use it as a Baseline
Converts another existing

Project into a Baseline for
the current one
216
Creating a Baseline (Contd)
[Project Assign Baselines]
To Create a Project Baseline (Cont'd)

After you designate Baselines in the
"Maintain Baselines" window,
1.
2.
Go to Project Menu Assign

Baseline
Assign the Baseline from the
"Project Baseline" drop-down
menu
217

Note:
When you convert a Project into a
Baseline in another project, it no
longer becomes a separate project by
itself.
218
[Project Maintain Baselines]
To restore a Project that was converted to a Baseline:

1. Remove it from the "Project Baseline" field in the "Assign Baseline" Window
2. In the "Maintain Baselines" window, select the Baseline you want to restore,
then click "Restore"
219

Comparing Baseline to Current Schedule:
and show Baseline

Bars
You can add

columns of
Baseline Data
220
221
Recommended Scheduling Practices

Schedules minimum content:
Engineering: significant submittals & shop-drawings preparation & approval
Procurement, Fabrication & Material Deliveries: especially long lead items
Construction activities: scope adequately covered
Schedule Integrity:
Level of detail appropriate for monitoring
Activity Name unique, clear & complete
Smart Activity IDs
Logic driven
Sequence is realistic, achievable, and based on careful scope review
Durations are reasonable
No activities without successors or predecessors
Constraints justified and documented (in Notebook)
Total Float is meaningful
222

Primavera P6 102 Training Manual Prepared by Bill Pepoon, Managing Partner Construction Science, LLC

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Primavera P6 102 Training Manual Prepared by Bill Pepoon, Managing Partner Construction Science, LLC

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Primavera P6 102 Training Manual

2012 Construction Science, LLC

2012 Construction Science, LLC

2012 Construction Science, LLC

Work Breakdown Structure

The WBS is a Project-Specific

2012 Construction Science, LLC

2012 Construction Science, LLC

2012 Construction Science, LLC

2012 Construction Science, LLC

2012 Construction Science, LLC

2012 Construction Science, LLC

2012 Construction Science, LLC

Navigation (Release 7.0)

2012 Construction Science, LLC

Navigation (Release 7.0 Contd)

2012 Construction Science, LLC

Navigation (Release 7.0 Contd)

2012 Construction Science, LLC

Navigation (Release 7.0 Contd)

Shows all Projects in the

Shows the Activities of

2012 Construction Science, LLC

Training Task No. 1

2012 Construction Science, LLC

2012 Construction Science, LLC

Setting up a New Project

Enterprise Command Menu

Specify EPS ID & Name

Change the EPS position in the

Modify Display Options

2012 Construction Science, LLC

Setting up a New Project (Contd)

Enterprise Command Menu

Right-click OBS Details

Click on the OBS node that you

Change hierarchical position

Go back to the new EPS to

2012 Construction Science, LLC

Creating a New Project

Select the EPS to

Click Add OR RightClick the EPS Add

Type Project Data

2012 Construction Science, LLC

Creating a New Project (Contd)

2012 Construction Science, LLC

Creating a New Project (Contd)

2012 Construction Science, LLC

Creating a New Project (Contd)

Display Project Details

Creating a New Project (Contd)

2012 Construction Science, LLC

Training Task No. 2

2012 Construction Science, LLC

2012 Construction Science, LLC

2012 Construction Science, LLC

Adding Activities (Contd)

2012 Construction Science, LLC

Install Light Fixtures

Install Light Fixtures 5th Floor

Importing Activities From MS Project

[File Menu Import]

Select the new Project