Hands-On Guide

CADVISION ENGINEERING
TECHNOLOGIES

2015
I. PRIMAVERA P6 TERMS

A. PREDECESSOR RELATIONSHIP

1. START TO START (SS) Once ACT A starts, ACT B can start

Ex: ACT A is Site Clearing
S ACT A F ACT B is Procurement of Materials

S ACT B F

2. FINISH TO START (FS) Once ACT A is finished, ACT B can start

Ex: ACT A is Site Clearing
S ACT A F ACT B is Layout & Excavation

S ACT B F

3. START TO FINISH (SF) Once ACT B starts, ACT A is finished

Ex: ACT A is Security Guard 1
S ACT A F ACT B is Security Guard 2

S ACT B F

4. FINISH TO FINISH (FF) Once ACT B is finished, ACT A is finished

Ex: ACT B is Sub-Contractor
S ACT A F ACT A is Main Contractor

S ACT B F

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B. PREDECESSOR LAG

1. + LAG Once PLASTERING is finished, PAINTING can start.

But a waiting time for curing is required.
The waiting time is called +Lag.

PLASTERING No Lag
PAINTING

PLASTERING With +Lag

PAINTING

+Lag

2. - LAG Once EXC is finished, CONC can start.

But CONC don’t wait until all EXC are complete.
The un-waiting time is called -Lag.

EXC OF FTG No Lag

CONC OF FTG

EXC OF FTG With -Lag

CONC OF FTG

-Lag

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II. GETTING STARTED WITH PRIMAVERA P6

A. RUN PRIMAVERA P6

DOUBLE-CLICK:
OR
CLICK: Start > Programs > Primavera > Project Management

PRIMAVERA P6 WINDOW

Top Bar

Pan Stretch

<< Top Window >>

<< Bottom Window >>

Left Bar Right Bar

Bottom Window ON/OFF + Add Activity/Data

Activity Table - Delete Activity/Data

Gantt Chart SORT Click at Column Heading

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III. STARTING A NEW PROJECT

A. DEFINE RESPONSIBLE MANAGER

1. Click: Enterprise
2. Click: OBS…
3. Click: ADD OK
OBS Name : Your Full Name
OBS Description : Project Manager

4. Click: CLOSE

B. DEFINE ENTERPRISE PROJECT STRUCTURE

1. Click: Enterprise
2. Click: Enterprise Project Structure…
3. Click: ADD
4. Click: ◄
EPS ID : Cadvision-ABC (ABC is your name or initial)
EPS Name : Cadvision Sample Project-ABC
Responsible Manager : Your Full Name

5. Click: CLOSE

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C. DEFINE CALENDAR
1. Click: Enterprise
2. Click: Calendars…
3. Click: ADD, [+]
4. Type as follows:

Calendar Name Default

LBES Calendar-ABC [√] (ABC is your name or initial)

5. Click: MODIFY WORKWEEK

6. Type as follows:

Sun Mon Tue Wed Thu Fri Sat

0 8 8 8 8 8 8

7. Click: OK

8. Double-Click the following Non-work days

01-Jan-2014 01-Nov-2014
09-Apr-2014 30-Nov-2014
17 18 19 20-Apr-2014 25-Dec-2014
01-May-2014 30-Dec-2014
12-Jun-2014

9. Click: OK CLOSE

D. COPY EXISTING LAYOUT

1. View > Layout > Open

SELECT: Classic Schedule Layout

2. View > Layout > Save As

TYPE: MYLAYOUT-ABC

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E. CREATE THE NEW PROJECT

1. File > Close All > Yes

2. File > New

a. Select EPS: Cadvision Sample Project-ABC
b. Click: NEXT

c. Type: Project ID : LBES-ABC

Project Name : LBES School Bldg
d. Click: NEXT
e. Type: Planned Start : (Specify Start Date) (Keep Blank)
Must Finish By: (Keep Blank) (Specify End Date)
f. Click: NEXT

Responsible Manager: (Your Full Name) ...

g. Click: NEXT

Rate Type: Price/ Unit

h. Click: NEXT NEXT FINISH

3. Click: ACTIVITIES (At Left Side)

4. Click: PROJECTS (At Left Side)

Click: LBES (At Top Layout)
Click: DEFAULTS Tab (At Bottom Layout)
SUPPLY THE FF:
ACT ID PREFIX = A0 ACT ID SUFFIX = 1 INCREMENT = 1
[ √ ] Increment Activity ID Based on Selected Activity

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F. ADDING ACTIVITIES

1. Click: Activities (At Left Side)

2. Click: Add (At Right Side)
Supply the Following:

Activity Activity Original

ID Name Duration
A01 Move-in / Clearing 4

3. Repeat 2 above to add more activities

G. ADDING PREDECESSORS

1. View > Show on Bottom > Activity Details

2. Click: Predecessors (At Bottom Layout)
3. Select: Activity A02 (At Top Layout)
4. Click: Assign and Supply the Following Predecessor

Activity ID = A01
Relationship = SS
Lag =0
5. Repeat from Step 3 for A03 and Other Activities

H. SCHEDULING/CALCULATING THE PROJECT

1. Click: Tools > Schedule or Press: F9
Type: Current Data Date: (Start Date)
Click: Schedule

I. FOR REVIEW
1. Project Start (Press: F9, Check Data Date, Click: Schedule)
2. Original Duration (Compare Input with Data)
3. Predecessors (Review Predecessors at Bottom Layout)
4. Workdays & Holidays (Click: Enterprise > Calendar > Modify)

NOTE: Re-schedule by pressing F9 to update

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IV. MODIFYING THE BAR CHART FORMAT

1. Modifying Activity Columns as follows:

Activity Activity Original Start Finish

ID Name Duration

CLICK: View > Columns

Selected Options Alignment

Activity ID Center
Activity Name Left
Original duration Center Click Edit Column
Start Center To Change Alignment
Finish Center

2. Remove the Text in Bar Area

CLICK: View > Bars
[ ] Current Bar Label (Uncheck Display)

3. Modifying the Bar as follows:

CLICK: View > Bars…
 Actual Work (Check Display)
 Remaining Work
 Critical Remaining
 Summary
CLICK: OK

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 4. Modifying the Column Label as follows:

Activity Activity Time Start Finish

ID Name (days)

CLICK: View > Columns

SELECT: Original Duration
CLICK: Edit Columns
TYPE: New Title: Time (days)

5. Organizing/Sorting by Activity ID (or Other Field)

CLICK: View > Group & Sort > Sort (or Click at Column Label)

6. Modifying the Timescale & Bar Length

CLICK: View > Timescale (or Click-Drag at Timescale)

7. Modifying Row Height

CLICK: View > Table Font and Row

 Keep Current Row Heights

 Select Height for All Rows
26
OK

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 8. Modifying the Sight Lines

CLICK: View > Bar Chart Options… > Sight Lines

Horizontal Lines
[ x ] Show Major Lines
Style:
[ x ] Show Minor Lines every [ 1 ] Rows
Style:

Vertical Lines
[ x ] Show Major Lines every [ 1 ] Week
Style:
[ x ] Show Minor Lines every [ 1 ] Day
Style:

OK

9. Modifying Date Format

CLICK: Edit > User Preferences… > Dates

10. Modifying the Title Block

CLICK: File > Page Set-Up > Footer

Supply data as follows:

Text/Logo Text/Logo Revision Box Gantt Chart Legend Text/Logo

PROJECT: ENGINEER: START DATE:
FINISH DATE:
THREE-CLASSROOM YOUR NAME DATA DATE:
SCHOOL BLDG TITLE

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11. PRINTING

CLICK: File > Page Setup

Page : Landscape, Fit to 1-page wide x 1-page tall, Paper size 8.5x11
Margins : 0.5 for all sides
Header : Include on No Pages
Footer : Include on All Pages
Options : Timescale Start = (start date), Timescale Finish = (finish date)

CLICK: File > Print Preview

12. Saving Layout Setup

CLICK: View > Layout > Save

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V. ORGANIZING ACTIVITIES

A. ORGANIZING ACTIVITIES DISCIPLINE

The activities will be grouped according to the following Discipline:

Mobilization (MOB) - A01, A02, A14

Civil Works (CIV) - A03, A05, A07, A08, A11, A12

Carpentry Works (CAR) - A04, A06, A09, A10, A13

B. ORGANIZING ACTIVITIES LOCATION

The activities will be grouped according to the following Location:

Manila (MAN) - All Activities

Makati (MAK) - None

Ortigas (ORT) - None

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 1. DEFINE ACTIVITY CODES
- Enterprise
- Activity Codes
- OK

[ ] Global [ ] EPS [ x ] Project

Modify

Add

Type the Following:

Activity Code Length

DISCIPLINE 3 (3 is no. of char for MOB, CIV, CAR)
LOCATION 3 (3 is no. of char for MAN, MAK, ORT)

Close

Select Activity Code: DISCIPLINE

Click Add, Type the Following: Code Value Description
MOB Mobilization
CIV Civil Works
CAR Carpentry Works

Select Activity Code: LOCATION

Click Add, Type the Following: Code Value Description
MAN Manila Project
MAK Makati Project
ORT Ortigas Project

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 2. Assign each activity with matching Discipline and Location

- Select the Activity A01

- Show Bottom Layout
- Click CODE (At Bottom Layout)
- Click Assign
S

- Set as follows: [ ] Global [ ] EPS [ x ] Project

- Assign Discipline and Location
- Repeat for other activities
3. Organize activities by Discipline & Location
- View
- Group & Sort…
[ ] Show Group Totals (Uncheck)

Group by Indent To Level

Location [ ] 1 (Uncheck Indent)
Discipline [ ] 2

4. To Save Grouped Layout

View > Layout > Save As

LAYOUT NAME: MYLAYOUT Grouped-ABC

5. To restore original layout

View > Layout > Open

SELECT: MYLAYOUT-ABC

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C. FILTERING ACTIVITIES

A. FILTER CIVIL WORKS ONLY

View > Layout > Open

SELECT: MYLAYOUT Grouped-ABC
View > Filters… > New…

Filter Name: Civil Works Only-ABC

Display all rows Parameters Is Value High Value
(All of the following)
Where Discipline equals CIV

- Click: OK, APPLY, OK

DO ALSO THE FOLLOWING:

1. Filter “Mobilization” only
2. Filter “Carpentry Works” only

3. Display “Mobilization” and “Carpentry Works” only

TIP: [ x ] Any Selected Filter

B. RESTORING ALL ACTIVITIES

- View > Filters…
[ x ] All Activities
- OK

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D. GENERATING THE PERT/CPM
- Click: View, Show on Top, Activity Network
- Click: Zoom In

E. MODIFYING THE PERT/CPM

A. Modifying the Activity Box

- Click: View; Activity Network, Activity Network Options…
- Click: Box Template
- Setup as follows:
Field Name Width Height
Activity ID 50% 1 Act ID Orig Dur 1
Original Duration 50% 1 Act Name 3
Activity Name 100% 3
Start 50% 1 Start Finish 1
Finish 50% 1

Total Width: 150

B. Modifying Fonts, Colors, Spacing

- Click: View; Activity Network, Activity Network Options…
- Click: Font & Colors
- Select Desired Font & Colors
- Click: Apply, OK

- Click: Activity Network Layout

Vertical Spacing Factor = 2.0
Horizontal Spacing Factor = 0.5

C. Critical Path on Straight Line

- Drag Activities

D. Saving Layout Setup

- Click: View, Layout, Save

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F. PROJECT RESOURCE & COST

A. DEFINE CURRENCY
- Click: Admin, Currencies
- Click: Add
- Fill-up as follows:
Currency ID Currency Name Currency Symbol Exchange Rate
PHPABC Philippine Peso-ABC P 45.00

- Click: Close

B. SET DEFINED CURRENCY AS DEFAULT

- Click: Edit, User Preferences…

Select a currency for view monetary values:

Philippine Peso-ABC

[ ] Show currency symbol (Uncheck)

[ ] Show decimal digits (Uncheck)

C. DEFINE RESOURCES
- Click: Enterprise, Resources
- Click: Add
- Click: ◄

Resource Resource Resource Currency Calendar

ID Name Type
LAB-ABC Labor-ABC Labor Philippine Peso-ABC LBES Calendar-ABC
MAT-ABC Material-ABC Material Philippine Peso-ABC LBES Calendar-ABC
EQU-ABC Equipment-ABC Non-Labor Philippine Peso-ABC LBES Calendar-ABC

(At Bottom Layout, Details Tab)

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 D. ADD RESOURCE & COST TO EACH ACTIVITY
- Click: Activities (At Left Bar)
- Click: View > Show on Bottom > Activity Details
- Click: Resources Tab (At Bottom Layout)
- Click: Add Resource (At Bottom Layout)
- Click A01 & Shift-Click A14 (To Highlight All Activities)
- D-Click: Labor, Material, Equipment

- Click: View, Columns…

- Add the following columns after Finish:

Act Act Time Start Finish Budgeted Budgeted Budgeted Budgeted

ID Name (days) Labor Material NonLabor Total
Cost Cost Cost Cost
A01
A02
A03

- Type Resource Cost on Column List above

E. WEEKLY CASH FLOW

- Click: View, Show On Bottom, Resource Usage Spreadsheet
- Click: Display, Filter By, Current Project’s Resources (Below Activity Column)
- Click: Display, [ x ] Show All Projects (Below Bar Chart)
- Click: Display, Spreadsheet Fields, Customize… (Below Bar Chart)

Selected Options
Remaining Early Cost
Cumulative Remaining Early Cost

- Click: Display, Time Scale (Below Bar Chart)

Date Interval: Month/Week

Cash Flow TOTAL

- Click: Display, Group & Sort By, Customize (Below Activity Column)
[ x ] Show Grand Totals

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 F. RESOURCE LOADING GRAPH (Weekly & Cumulative)
- Click: View, Show on Bottom, Resource Usage Profile
- Click: Display, Resource Usage Profile Options… (Below Bar Chart)

Display
[ x ] Units
[ x ] Cost

Show Bars/Curves
By Date Cumulative
Budgeted [x] [x]
Actual [x] [x]
Remaining Early [x] [x]
Remaining Late [x] [x]

G. PRINT PREVIEW
- Click: File, Page Setup
Options
[ x ] Profile

- Click: File, Print Preview

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LOOK-AHEAD

Look-ahead reports show and highlight upcoming activities in the project.

Most common look-ahead reports focus on activities scheduled for the upcoming
week, next month, and so on.

In addition, look-ahead could determine the following:

1. Activities Completed
2. Activities In-progress
3. Activities Not Started
4. Percent Complete
a. Duration Percent Complete
b. Cost Percent Complete

ACTIVITY COST DAY 1 DAY 2 DAY 3 DAY 4

Activity A 40,000
Activity B 30,000
Activity C 30,000
Total 100,000

After 2 days: Duration Percent Complete = 50%

Cost Percent Complete = 40%

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 I. LOOK AHEAD BY FILTERING - Not Very Informative

II. LOOK AHEAD BY SETTING NEW DATA DATE - Informative, see below
A. One Month Look-ahead
- Click: Tools > Update Progress, New Data Date: (as of date)
- Click: Apply, Ok
- Click: Progress Spotlight 2x

- Click: View, Columns…

- Add the following columns after Finish:

Act Act Time Start Finish Duration Cost

ID Name (days) Percent Percent
Complete Complete
A01
A02

A. Removing Look Ahead by Global Change

- Click: Tools > Global Change > New

Global Change Name: No Look Ahead-ABC

If Parameters Is Value High Value x
(All of the following)
Where Duration % Complete is greater than 0%

Then Parameters Is Parameter/Value Operator s

Actual Finish = (blank)
Duration % Complete = {custom} or 0%
Actual Start = (blank)

- Click: Ok, Apply Change

- Click: Commit Changes (At Lower Right Corner)
- Click: No, Close

B. Restore Original Data Date

1. Tools Press F9
2. Schedules

Data Date = (start date)

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I. RESOURCE ALLOCATION & RESOURCE LEVELING

I. INPUT THE PROJECT LBE1

A. Create a New Project (See page 7)
B. Add Activities (See page 8)
C. Add Predecessors (See page 8)
D. Scheduling/Calculating the Project (See page 8)
E. For Review (See page 8)
F. Generate the PERT/CPM (See page 17)

II. INPUT THE MANPOWER LOADING

A. Define Manpower
- Click: Enterprise, Resources
- Click: Add
- Click: ◄

Resource ID Resource Name Res Type Calendar

CAR1-ABC Carpenter Labor (Choose Calendar)
LAB1-ABC Laborer Labor (Choose Calendar)

(At Bottom Layout, Details)

B. Input Manpower loading to each activity

- Click: Activities (At Left Bar)
- Click: View, Show on Bottom, Activity Details
- Click: Resources Tab (At Bottom Layout)
- Click: Add Resource (At Bottom Layout)
- Click: 101 & Shift-Click 109 (To Select All Activities)
- Assign: LAB, CAR
- Click: 101 & Type Quantity as follows:

Resource ID Name Remaining Units/Time

CAR1-ABC Carpenter 8
LAB1-ABC Laborer 10

- Click: 102 to 109 & Type Quantity appropriately as above

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III. GENERATE THE MANPOWER REQUIREMENT

A. Based on Early Start Time (EST)

- Click: View, Show on Bottom, Resource Usage Spreadsheet
- Click: Display, Filter by, Current Project Resources (Below Activity Column)
- Click: Display, Spreadsheet Fields, Customize (Below Bar Chart)
-Time Intervals, Units, Remaining Early Units
- Click: Apply, Ok
- Click: Display, Timescale
Date Interval: Week/Day 1
- Click: Apply, Ok

B. Based on Late Start Time (LST)

- Click: Display, Spreadsheet Fields, Customize (Below Bar Chart)
-Time Intervals, Units, Remaining Late Units
- Click: Apply, Ok

C. Based on Adjusted TPD (Leveled)

TERMS:
Over-allocation = Assigned or Req’d Manpower > Available Manpower
Leveling = Solution to over-allocation

1. Reset to Early Start Time (EST):

- Click: Display, Spreadsheet Fields, Customize (Below Bar Chart)
-Time Intervals, Units, Remaining Early Units
- Click: Apply, Ok

TRIAL & ERROR METHOD

Based on EST: C=15, L=18
Trial Available Generated Finish
1 C= 14 C=
L= 17 L=
2 C= 12 C=
L= 16 L=
3 C= 11 C=
L= 17 L=

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 2. Input Available Manpower:

TRIAL 1 - Enterprise > Resources

- Click: Units & Prices Tab

- Click: CAR LAB

- Type: Max Units / Time = 14 17

- Click: Activities
- Tools > Schedule > Schedule, or F9 > Schedule
- Tools > Level Resources > Level, or Shift F9 > Level

NOTE: Check [ √ ] Level All Resources

TRIAL 2 - Enterprise > Resources

- Click: Units & Prices Tab

- Click: CAR LAB

- Type: Max Units / Time = 12 16

- Click: Activities
- Tools > Schedule > Schedule, or F9 > Schedule
- Tools > Level Resources > Level, or Shift F9 > Level

NOTE: Check [ √ ] Level All Resources

TRIAL 3 - Enterprise > Resources

- Click: Units & Prices Tab

- Click: CAR LAB

- Type: Max Units / Time = 11 17

- Click: Activities
- Tools > Schedule > Schedule, or F9 > Schedule
- Tools > Level Resources > Level, or Shift F9 > Level

NOTE: Check [ √ ] Level All Resources

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PLANNED VERSUS ACTUAL

I. CREATE TARGET OR BASELINE

OPEN LBES PROJECT

Click: Project > Maintain Baseline > Add > Ok

Click: LBES-B1
CLOSE

Click: Project > Assign Baselines

Project Baseline: LBES-B1
Primary: LBES-B1
OK

II. INPUT ACTUAL START, ACTUAL FINISH, ACTUAL COST

A. Re-arrange COLUMNS as follows:
Click: View > Columns

Act Act Orig Start Finish Actual Actual Activity % Actual Actual Actual
ID Name Dur Start Finish Complete Labor Material NonLabor
Cost Cost Cost
A01
A02
A03
A04
A05

B. Type Actual Start, Actual Finish, Activity Percent Complete, Actual Costs

C. Schedule/Calculate the Project

Click: Tools > Schedules, or Press F9 > Schedule
Data Date = (date as of)
D. Save Layout
Click: View > Layout > Save As
Layout Name: MYUPDATE-ABC

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 III. GENERATE REPORT

A. Re-arrange columns as follows:

Click: View > Columns

Act Act Orig BL1 BL1 Start Finish Duration Budgeted Actual At Compl Cost
ID Name Dur Start Finish Percent Total Total Total Percent
Complete Cost Cost Cost Complete
A01
A02
A03
A04
A05

B. Save Layout
Click: View > Layout > Save As
Layout Name: MYREPORT-ABC

NOTE: Budgeted Total Cost = Planned Cost

Actual Total Cost = Actual Cost
At Completion Total Cost = Projected Cost

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IV. GENERATE PLANNED VS ACTUAL BAR CHART

Click: View > Bars

[ √ ] Primary Baseline

V. GENERATE PLANNED VERSUS ACTUAL S-CURVE

Click: View > Show On Bottom > Resource Usage Profile

Click: Display > Resource Usage Profile Option (Below Bar Chart)

Display
[ x ] Units
[ x ] Cost

Show Bars/Curves
By Date Cumulative
Budgeted [x] [x]
Actual [x] [x]
Remaining Early [x] [x]
Remaining Late [x] [x]

MISCELLANEOUS TOPICS

A. EXPORTING FROM P6 TO OTHER APPLICATIONS

Click: File > Export

B. IMPORTING OTHER APPLICATIONS TO P6

Click: File > Import

C. PRINTING P6
Click: File > Page Setup
Page : Landscape, Fit to 1-page wide x 1-page tall, Paper size 8.5x11
Margins : 0.5 for all sides
Header : Include on No Pages
Footer : Include on All Pages
Options : Timescale Start = (start date), Timescale Finish = (finish date)

Click: File > Print Preview

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