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What’s New in Version 6.

0

Primavera®
What’s New in Version 6.0

Version date of manual: May 2007

as applicable. function.212. Primavera TeamPlay. Inc. reproduction. it is provided with restricted rights. release. While reasonable efforts have been made to ensure the accuracy of this document. or disclosure of the Software and accompanying documentation by the US Government are subject to restrictions as set forth in the this Agreement and pursuant to 48 C. 52. Government”). 12. pursuant to 48 C. Primavera Enterprise. Primavera reserves the right to make changes to any products described herein to improve reliability. this software is the property of Primavera Systems.7202. as applicable. display. and reserves the right to revise this document and to make changes from time to time in content hereof with no obligation to notify any person of revisions or changes. Three Bala Plaza West Bala Cynwyd. P3e. or distributed in any manner without Primavera's express written permission. P3.2007 Primavera Systems.com Computer Software Copyrights: The Primavera software products described in this document may not be copied.227-19. Primavera Expedition.© 1997 . Primavera Project Planner. Primavera assumes no liability resulting from any omission or inaccuracies in this document or from use of the information obtained herein. US Government Restricted Rights: If the Software is acquired for or on behalf of the United States of America. It is furnished under a license agreement and may be used and/or disclosed only in accordance with the terms of the agreement. in the United States and/or in other countries. (Primavera) and is entitled to copyright protection. 227. Primavera does not assume any liability arising out of the application or use of any product described herein. its agencies and/or instrumentalities (“U. myPrimavera. and SureTrak are either registered trademarks or trademarks of Primavera Systems.F.S. Unless otherwise noted. PrimeContract. Inc.F.primavera.227-86. modification. reproduced. All rights reserved.” respectively. The Software and accompanying documentation are “commercial computer software” and “commercial computer software documentation. 12. and 1852.227-19 (a). performance. neither does it convey license under its patent rights or the rights of others. All other trademarks mentioned herein are the property of their respective owners.212 and “restricted computer software” pursuant to 48. C. Printed in the United States of America. modified. the Primavera sundial logo. Please send your comments to: Primavera Systems.R. 52. Any reproduction in whole or in part is strictly prohibited.R.. Inc. PA 19004 Telephone: 1-610-667-8600 FAX: 1-610-667-7894 World Wide Web site: http://www. Use. Inc.R. .F. Use and Disclosure Restrictions: The software described in this document is the property of Primavera Systems. or design. Trademarks: Primavera.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Lesson 3: Projects 27 Creating a Project . . . . . . . . . . . . . . . . . . . . . . 24 Assigning Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Course Contents Lesson 1: Navigation 1 Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Activities Tab . . . . . . . . . . . . . . 15 Lesson 2: Dashboards 17 Dashboards . . . 8 Selecting Content for View . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Managing User Interface Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Dashboard Layout . . . . . . . . . . 12 Assigning Users to Views . . . . . 18 Managing Dashboards . . . . . . . . 22 Portfolio Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .0 i . . . . . . 31 Filters Tab . . . . . . 33 Bars Tab . . . . . . . . . . . . 28 Create Project Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 What’s New In 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Customizing Activity Views . . . 20 Creating a Dashboard . . . . . . . . .

. . . . . . . 59 Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Drag and Drop Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Analyzing Portfolios . . . . . . . . . . . . . 66 Analyzing Staffed vs. . . . . . . . . . . . . . . . . . . . . 41 Creating a Calculated User-Defined Field . . . . . . . 38 Adjusting Timescale . . . . . . . . . . . . . . . . . . . . . . . . . . Delete. . . 40 Calculated User-Defined Fields . . . . . . . . . . . . . . . . . 49 Portfolio Analysis Tab . . . . . . . . . . . . . . . 48 Creating Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Lesson 4: Portfolios 47 Selecting a Portfolio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Right-Click Shortcuts . . . . . . . . . . . . . . . . . . . . 37 Add. . . . . . . . . . 37 Using the Gantt Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Comparing Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Move Activity Bars . . . . . . . . . . . . . . . . . . . . . 53 Creating a Portfolio View . . . . . . . . . . Modify WBS Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Using Progress Spotlight . . . . . . . . . . . . . . . . 38 Adjust Durations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Viewing a Calculated User-Defined Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Managing Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Unstaffed Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Scenarios . . . . . . 54 Waterline Analysis . . . 67 Analyzing Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 ii What’s New In 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Course Contents Usability Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Selecting Portfolio Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Using the Capacity Planning Tab . . . . . . . . . . . . 61 Capacity Analysis . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . 71 Allocating By Percentage . . . . . . . . 78 New Options to Customize Resource Planning . . . . . . . . . . . . . . . . . . . .0 Client/Server Features 81 Future Period Bucket Planning . . . . . . Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Click/Drag Values into Adjacent Cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Other New Features in P6 . . . . . . . . . . . . . . . . . . . . . 105 Increased Security When Importing Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Reflection Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Merging Reflection into Source Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Saved Settings When Switching Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Role Limits . . 75 Splitting Resource/Role Allocation . . . . . . . . . . . . . . . . . . . . . . . . . 72 Copy/Paste in Spreadsheet . . . . . . . . . 91 Project-Specific Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Display and Hide Grouping Band Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Making Changes to the Reflection Project . . . . . . . . 86 Search in Pop-Up Dialog Boxes . . . . . . . . . . . . . . . . . . 95 Creating a Reflection Project . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 New Settings in the Group and Sort Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Admin Preferences Setting for Copying Baselines . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Plan at All Levels of WBS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Copy Baselines Dialog Box . 99 Updating Reflection Project via Activity Owner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Edit Future Buckets Security Privilege . . . 105 What’s New In 6. . . . . . . . . 87 Include Baselines When Copying Projects . . . . . . . . . . . . . . . . . . . . . . . . 70 Assigning Roles . . . 93 Saving Filters with Project-Specific Layouts . . . . . 80 Lesson 6: 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .0 iii . .Course Contents Lesson 5: Resource Planning 69 Resource Planning Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Resource Teams and Role Teams . . . . . . . . . . . . . . . . . . . . . . . . . 85 Shrink Vertical Band Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Course Contents iv What’s New In 6.0 .

1 . At the completion of this lesson.0 as well as how to manage User Interface views. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. you will be able to: ✔ ✔ ✔ ✔ Navigate to different sections View the Action Bar Select a project Manage User Interface views © 2007 All rights reserved.LESSON 1— Navigation Objectives— In this lesson. you will learn about the new navigation in Primavera 6.

Lesson 1: Navigation Navigation Primavera Web 6. To access recently selected items within the section. click next to the section button. Dashboards Portfolios Projects Resources Administration Once you log in. the Title bar with the Primavera logo and the Section bar with the available section buttons are always displayed. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.0 (P6 Web) offers completely redesigned navigation. 1.0 are streamlined in version 6. . The selected section button is bold.0 with five main sections arrayed across the top of the screen: ❑ ❑ ❑ ❑ ❑ FIG.1: P6 Web displays the five sections on top of the page. 2 © 2007 All rights reserved. The lengthy list of menus and views in version 5.

No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 3 . Type a User Name <jbrunner> and a Password <jbrunner>. 2.2: The Dashboards button is bold because it is the selected section. © 2007 All rights reserved. Steps 1. Launch Primavera. 1.Lesson 1: Navigation Navigation (continued) FIG.

Action Bar items are: ❑ ❑ ❑ Manage Dashboards Manage Portfolios Import Appointments Later in this document. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.Lesson 1: Navigation Navigation (continued) Each section in Primavera also contains an Action Bar. 1. FIG. you will learn how administrators can hide/display items in the Action Bar for individual users or groups of users. . 4 © 2007 All rights reserved. For example. View the Action Bar in the Dashboards section. in the Dashboards section.3: Action Bar for the Dashboards section. Steps 1. Click an item in the Action Bar to access functions related to the section.

5 . Steps 1. © 2007 All rights reserved. For example. 1. when entering the Projects section. expand the EPS and click a Project ID to select it. Expand the Enterprise Project Structure to view projects. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Projects or Resources section. you are required to select an element on which you want to focus. 2. FIG. click the Project ID.4: To select a project. You can also use the Search field to search by Project Name or Project ID. Click Projects at the top of the screen.Lesson 1: Navigation Navigation (continued) When entering the Portfolios.

6 © 2007 All rights reserved. it is indicated in the Breadcrumbs. Steps 1. and then click the Project ID to select it.Lesson 1: Navigation Navigation (continued) FIG. Click a Project ID to select the project. Click Projects in the Breadcrumbs if you want to select a different project. In the Search field. 1. After the element is selected. 2.5: Use the Search function to locate the project. type <f>. . No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Click a tab to access it.Lesson 1: Navigation Navigation (continued) Tabs within the Projects section are displayed across the top of the screen. click down list of all available tabs. 7 . FIG. If there are too many tabs to display on the screen. to expose a drop- © 2007 All rights reserved. 1.6: Tabs are displayed for the Projects section.

1.7: User Interface views are customizable for a single user or group of users. 8 © 2007 All rights reserved.Lesson 1: Navigation Managing User Interface Views New functionality in P6 Web enables administrators to customize views for a single user or a group of users. for example. • In the Dashboards section. based on license and security profile. you can designate items in the Action Bar and the dashboards that are displayed. viewing financial data. The illustration below describes how User Interface views fit in the layers of security and customization in P6 Web: ❑ ❑ The first layer requires the user to have a Username and a Password. . you can designate items in the Action Bar and the tabs that are displayed. This layer also may restrict data access and the ability to perform certain actions. or just the Projects section. The third layer is the User Interface view assigned to the user. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. ❑ FIG. is visible. Projects and Resources sections. The User Interface view determines what tabs and Action bar items are displayed within the sections: • In the Portfolios. The second layer determines whether all sections.

1. managing User Interface views is a way to accomplish that goal outside of security and license. 2. The result is an interface that is cleaner and more focused to the tasks an individual or group performs. ❑ FIG. a group of users does not manage risks or issues.8: Administration section enables the organization to customize views for groups of users. Click Administration. Click Manage User Interface Views.Lesson 1: Navigation Managing User Interface Views (continued) User Interface views provide two advantages for the organization: ❑ Targeting application functionality — If. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. those tabs can be removed from the Projects section. 9 . Steps 1. Limiting user access — If the organization wants to limit access to certain parts of the application’s functionality. for example. © 2007 All rights reserved.

10: You can copy an existing view or click New User Interface View. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.9: Existing User Interface views are listed. FIG. When you click Create User Interface view. 3. FIG. You can click the view name to edit it. In this example. or copying an existing view. Click OK.Lesson 1: Navigation Managing User Interface views (continued) Existing User Interface views are listed on the page. select New User Interface View. you will select New User Interface View. 1. In the dialog box. a dialog box offers you a choice of creating the view anew. 10 © 2007 All rights reserved. . Steps 1. Click Create User Interface view. 2. 1. or click Create User Interface view to create a new one.

No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.11: Type a name in the User Interface view Name field. Steps 1. dashboards displayed in Dashboards section. and Resources sections. 11 . © 2007 All rights reserved. and tabs displayed in Portfolios. type a name for the view. In the User Interface View Name field. ❑ Begin by typing a name for the User Interface view. FIG. Users — Assign users who will see this view when they log in. Projects. 1.Lesson 1: Navigation Managing User Interface views (continued) The Create User Interface view screen is divided into two tabs: ❑ Content — Customize items displayed in Action Bar for each section.

Customize the view by marking or clearing checkboxes. you can customize display of dashboards and the Action Bar. 12 © 2007 All rights reserved.is represented in the Create User Interface view page. click category. Projects. ❑ ❑ For Portfolios. if it is cleared. and Resources. it is not displayed. 1. If the item is checked.Lesson 1: Navigation Selecting Content for View Each section in P6 Web — Dashboards. Steps 1. Action Bar — all items within the category are displayed. To display only some items within a category. ❑ ❑ If a checkbox is marked at the category level — for example. Projects. and Resources -. Mark/clear checkboxes next to items that you want to display/hide. Portfolios. For Dashboards. FIG.12: Click to expose items within a category. to expand items in the Action Bar 2. Use arrows to arrange order of items within a category. Clear checkboxes next to Import Appointments and Manage Portfolios. In the Dashboards section. you can customize display of tabs and the Action Bar. click to expose items. . it is displayed in the view. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

13: Click Assign to select dashboards for the view. 2. Select dashboards and click Assign. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.Lesson 1: Navigation Selecting Content for View (continued) Click Assign to select dashboards available in the view. of course. 1. 3. © 2007 All rights reserved. You can. it is no longer displayed in the Create User Interface view page. FIG. reassign it. Note that if you clear a checkbox next to a dashboard. 13 . Steps 1. Click Close. Click Assign in the Displayed Dashboards section.

FIG. Projects. whether Activity Details is displayed in Form or Tabs. . Note that at least one tab has to be selected for each section. clear the checkbox next to Timesheet Approval. Within the Tabs section in Projects. 2. In the Tabs section. in this view. In the Projects section. you can also designate. select Tabs. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. and Resources sections. Click Save. 1. 14 © 2007 All rights reserved.14: Designate whether Activity Details are displayed in Form or Tabs. Steps 1. 4. 3. click to expose Action Bar and Tabs. In the Activities row.Lesson 1: Navigation Selecting Content for View (continued) Tabs and Action Bar items can be selected for the Portfolios.

Steps 1. access to their previous view is deleted and they are assigned to the new view. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.15: Allow Editing enables users to edit their view. Click Save and Close. Click the Users tab. 2. users can customize the view for themselves. So. If the Allow Editing checkbox is clear. users cannot edit their assigned User Interface view. if you assign users from the category Users With a User Interface View. 1. and then use the arrow to move them to the Selected Users section. select users to assign to the current User Interface view. If the checkbox is marked. FIG. 15 . The Available Users section divides users into two categories: ❑ ❑ Users Without a User Interface View Users With a User Interface View Each user can be assigned only one User Interface View. © 2007 All rights reserved.Lesson 1: Navigation Assigning Users to Views The User tab allows you to assign users to the User Interface view. In the Available Users section. 3.

No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. .Lesson 1: Navigation 16 © 2007 All rights reserved.

you will be able to: ✔ ✔ ✔ ✔ Describe dashboards View Dashboard Preferences Add a Portfolio view to a dashboard Create a dashboard and assign access to it © 2007 All rights reserved. At the completion of this lesson. 17 . you will learn about dashboards in version 6.0.LESSON 2— Dashboards Objectives In this lesson. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

0) Yes Yes Yes Yes Yes Yes Yes 18 © 2007 All rights reserved. published to multiple users. Table 1: Comparing Personal Workspace and Dashboards Functionality Display and customize portlets Control layout of portlets View multiple dashboards View portfolio scorecards and charts Lock Filter by selection Publish dashboards to other users Standardize dashboard views across organization Personal Workspace (version 5. and standardized across the organization.Lesson 2: Dashboards Dashboards The concept of a Personal Workspace is significantly expanded in P6 Web with multiple dashboards that be customized for single users. .0) Yes Yes No No No No No Dashboards (version 6. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. The table below compares the functionality of the Personal Workspace in earlier versions of the software with the dashboard functionality in P6 Web.

The current User Interface view determines dashboards that are displayed and the order of dashboard tabs. 19 . FIG. Steps 1. 2.Lesson 2: Dashboards Dashboards (continued) Dashboard names are displayed as tabs in the Dashboards section.1: Dashboard names are indicated by tabs. © 2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Click the Dashboards button.

20 © 2007 All rights reserved. ❑ ❑ FIG. Default dashboards can be named by the organization. Only the user who creates a multi-user dashboard can modify its contents. that are published to all users and are displayed when they log in.2: Icons indicate the different types of dashboards. click Manage Dashboards. or multiple default dashboards. when another user makes a dashboard available to you. • The organization can establish a single default dashboard. or access. is displayed for all users if the organization does not create its own default dashboard(s). No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. You can create and display an unlimited number of user-defined dashboards and use them to organize information into groups meaningful to you. and delete global dashboards.Lesson 2: Dashboards Managing Dashboards Click Manage Dashboards in the Action Bar to select dashboards that are displayed. edit. You must have the appropriate security privilege to create. named Personal Workspace. layout. Three types of dashboards are available in the Dashboards section: ❑ User-defined dashboard — Private dashboard you create that is not available to other users. likewise. Steps 1. Global dashboard: This type is available for display by all P6 Web users. In the Action Bar. you can display the dashboard in the Dashboards section. you can choose to make it available to users you select. . Multi-user dashboard — When you create a dashboard. A default dashboard. 2.

3. Default Dashboard. mark a checkbox next to a dashboard. 21 .3: Use arrows to select order of dashboard tabs on the Dashboards page. Clear the checkbox next to a dashboard. Dashboards that are not marked are listed in the Available Dashboards section. 2.Lesson 2: Dashboards Managing Dashboards (continued) ❑ Mark a checkbox to display a dashboard. 2. Steps 1. Click the up arrow to move the Planned Projects dashboard to second in the Displayed Dashboards section. Default Dashboard. The Default Dashboard is now in the Displayed Dashboards section. In the Available Dashboards section. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Marked dashboards are listed in the Displayed Dashboards section. The Default Dashboard is now back in the Available Dashboards section. ❑ FIG. Use arrows to move dashboards in the Displayed Dashboards section to determine their order on the Dashboards page. © 2007 All rights reserved.

on the Access tab. 4. 3. Mark checkboxes next to portlets to display them on the dashboard. In the General section of Dashboard Preferences: ❑ ❑ ❑ Type a name for the dashboard. In the Dashboard Filter field. select Default Dashboard. or portfolio to filter by. which filters content on most portlets.Lesson 2: Dashboards Creating a Dashboard Click Create Dashboard to create a new dashboard. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. an option in the General section enables you to restrict users from changing the dashboard filter. click . project code. Click Create Dashboard. 2. If the option is not marked. In the Dashboard Title field. Steps 1. type a name for the dashboard. 22 © 2007 All rights reserved. Note that a user’s ability to view all portlets may be restricted. and then select a portfolio. or portfolio in the Filter by field. . you specify that the dashboard is published to other users. 2. Specify a project. FIG. project code. and then click OK. You have the option of basing the new dashboard on a default dashboard or on an existing dashboard. In the Copy from Existing Dashboard dialog box.4: Type name and specify filter for dashboard. If. users can specify their own project.

Steps 1.5: Click Customize to customize the scorecard or chart for display on the dashboard. Existing View and Scorecard. 23 . you can click Customize to further customize it. and then select either a scorecard or a chart. In such a case. you are prompted to either change the access level of the view or the dashboard. After the item is displayed. In the Portfolios section. Click Save.Lesson 2: Dashboards Portfolio Views New functionality in P6 Web enables you to display scorecards and charts created in the Portfolios section as a portlet in a dashboard. FIG. 2. Note that a conflict may arise if the Portfoilo view’s designated access is single user. Click to expand sections. © 2007 All rights reserved. and then click OK. Select a scorecard. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 4. Click Add in the Portfolio Views section in the Create Dashboard page or in Dashboard Preferences. and then the dashboard is published to multiple users. 3. click Add. 2.

2. . You can also use up/down and left/right arrows at the bottom of the page to reposition portlets. Use your mouse cursor to move position of portlets. To change portlet position. Click the Layout tab. 3. 2. Steps 1. FIG.Lesson 2: Dashboards Dashboard Layout Use the Layout tab to specify narrow or wide column for each portlet.7: Click and drag portlets to reposition them on the dashboard. 24 © 2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. click a portlet. hold down your mouse. Click Save. and drag the portlet to its new position.

In the This dashboard is available to field.8: Select user access for the current Dashboard. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Steps 1. 3. or a list of users. If you select the list-of-users option. Click Save and Close. © 2007 All rights reserved. If the Dashboard contains any user portfolio it cannot be published for multiple-users or all users. move users from the Available Users section to the Selected Users section.Lesson 2: Dashboards Assigning Access The Access tab enables you to make the dashboard available to the current user. Click the Access tab. FIG. 25 . The process works similar to the User Interface view. 2. 2. all users. confirm Current User.

. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.Lesson 2: Dashboards 26 © 2007 All rights reserved.

you will learn about creating a new project. sort. and how to create a calculated project-level user-defined field. and filter Assign access to the view Modify the WBS Drag and drop columns Draw relationships View Progress Spotlight Adjust durations Create a calculated user-defined field © 2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. new functionality to help you manage projects in the Activities tab. At the end of this lesson you will be able to: ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Create a new project Customize a view in the Activities tab Group.LESSON 3— Projects Objectives In this lesson. 27 .

click Create Project. 28 © 2007 All rights reserved. All fields are displayed in one page. 3. Enter required information (indicated by asterisk). Click Projects. FIG. . 3. 4. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Steps 1.1: Enter basic project information on one page. Steps 1. Create Project Options Once the project is created. 2. Click Create. 3. In the Action Bar. Click Add Activities and WBS.Lesson 3: Projects Creating a Project P6 Web offers a simplified approach to creating new projects.2: Four options are available after creating a project. FIG. four options are available.

Mark the Do not show this again checkbox. Steps 1. 29 . is disabled if you mark Do not show this again.3: Mark the checkbox if you do not want the help box to appear again. FIG. a dialog box is displayed with suggested steps to help you get started. which only displays only if there is no data in the Activities tab.Lesson 3: Projects Activities Tab The Activities tab in P6 Web consolidates functionality that in previous versions was spread among three separate views (Activities. 3. The box. Activity Hierarchy and Gantt Chart.) When you enter the Activities tab for the first time. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. © 2007 All rights reserved. and then close the help box.

Lesson 3: Projects

Activities Tab (continued)
New functionality in P6 Web significantly improves your ability to customize the display of data. The table below summarizes new icons on the Activities tab.

Table 2: Icons on Activities Tab Icon Functionality
Save changes made to activity data fields or schedule bars Cancel changes (before saving) Add activity Add child WBS Delete Show details for the selected WBS element or activity Schedule the project Excel import/export Cut/copy/paste Fill down Find in selected column E-mail Expand/Collapse all Zoom timescale to show all bars in the Gantt Chart Full-screen mode Display Progress Spotlight Show relationships Show/hide Gantt Chart Move WBS elements Print/Print Preview/Page Setup

30

© 2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

Lesson 3: Projects

Customizing Activity Views
When you manipulate items on the Activities tab -- for example, adding columns or grouping/sorting -- you can save these changes as a view. When your view is complete, you can share it with all users or a group of users. If you do not want to overwrite an existing view, always start your customization by clicking Save View As.
FIG. 3.4: Modify the name of the view here.

Steps
1. In the View drop-down list, select a global view, Default View. 2. Click Save View As. 3. Type a new view name, Customized View, and then click OK. 4. Click Customize View.

© 2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

31

Lesson 3: Projects

Customizing Activity Views (continued)
The Customize Activity View dialog allows you to modify how the data is displayed on the screen, and then save all the activity view information under a name for easy retrieval. The first two tabs, Columns and Grouping, offer the same functionality as in the previous version of Primavera.
FIG. 3.5: New tabs in the Customize Activity View dialog box.

Steps
1. View the Columns tab.

32

© 2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

Click the Filters tab.Lesson 3: Projects Filters Tab Filters limit the display of activities based on the parameters of the filter. In the Standard Filter drop-down list. 3. Steps 1. you can elect to display only activities that are completed. 3. Custom Filters — Build your own filter by using multiple criteria. © 2007 All rights reserved. Confirm Standard Filter is selected. enables you to type a value if you select the Activities finishing within specified days filter. view standard filters. There are two types of filters in P6 Web: ❑ ❑ Standard Filters — Pre-built filters for quick access. Standard Filters Standard filters allow you to quickly focus on specific data by selecting a filter from a drop-down list. You cannot add or remove standard filters. FIG. For example. Show activities finishing within the next. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. An additional field. 2.6: Select a Standard filter from the dropdown list. 33 .

However. When you save the Activity view. 2.Lesson 3: Projects Custom Filters You can add up to five criteria to build a custom filter for each Activity view. FIG. the custom filter is saved as well. Select Custom Filter. 34 © 2007 All rights reserved. 3. Steps 1.7: Create your own filter by adding multiple criteria. Use the Paramater and Is drop-down lists. and the Value field. you cannot export or import a custom filter. to add filter criteria. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. .

Steps 1. and late or baseline bars. 3. Select an option.Lesson 3: Projects Bars Tab The Bars tab allows you to choose default bar settings. Baseline Bar. select the Baseline Bar option. Click the Bars tab. timescale. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. © 2007 All rights reserved. bar labels. Note that you can change the timescale on the Gantt Chart as well. FIG. 35 .8: To show the baseline. 2.

Click OK. select List of Users. 4. Select a user from the Available Users section and move to the Selected Users section. 2. Click Save View. 3. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. . 5.Lesson 3: Projects Access Tab You can share the view you created with all users or a list of users. 3. 36 © 2007 All rights reserved. FIG. Steps 1. Click the Access tab. In the This Activity view is available to field.9: Choose to share view with all users or a list of users.

There are several shortcuts on the right-click menu not available on the Activities tab’s Toolbar.Finance System Upgrade. select the WBS element you want to add a child to. Use to move WBS elements in the hierarchy. the right-click menu allows you to add a sibling WBS element and link selected activities. FUSYS . Shortcuts are enabled depending on whether you select single or multiple activities or WBS elements. and then moving it to its new position. Right-Click Shortcuts The Right-click menu provides shortcuts for activity and WBS-related actions. Select a project. 3. name or parent WBS. Modify WBS Elements To add a WBS element. Select a WBS node.Lesson 3: Projects Usability Enhancements A number of enhancements have been implemented in the P6 Web.10: Rightclick menu offers some functionality not available on the Activities tab toolbar. © 2007 All rights reserved. In Breadcrumbs. Click to delete a WBS element. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. To change the ID. Add. Delete. 2. 37 . and then click . click and modify details. FIG. 3. click Project. and then right-click the mouse cursor. Steps 1. For example. Click the Activities tab. Drag and Drop Columns You can rearrange the order of columns in the Activity Table by clicking and holding the mouse cursor on a column. 4.

3. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 2. select Relationships. Adjusting Timescale Right-click on the Timescale to adjust it. Steps 1. 3. . In the View drop-down list. 38 © 2007 All rights reserved.Lesson 3: Projects Using the Gantt Chart An enhanced Gantt Chart is now integrated within the Activities tab.12: Timescale options are available by right-clicking.11: Click to zoom to fit. The Gantt Chart allows you to display and edit relationships. move dates and use the Progress Spotlight. FIG. You can toggle the Gantt Chart off ( ) and on ( ) using the Toolbar icons. FIG. Click to zoom to fit the Gantt Chart. adjust durations.

In the timescale. click the Activity bar and drag it left or right. click where the time period starts. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 2. Click at the end of the time period. Move the mouse to the end of the time period.Lesson 3: Projects Adjusting Timescale (continued) FIG. Steps 1. © 2007 All rights reserved. Move Activity Bars To move the activity without changing its duration. 3. 3. the timescale is highlighted. Click your mouse cursor on a bar in the Gantt Chart. Adjust Durations You can quickly adjust an activity’s duration by lengthening or shortening its bar in the Gantt Chart. As you move the mouse. Drag the bar to the right to increase duration.13: Zoom into a specific time period. the cursor turns into a double arrow. Place your cursor on the handle until a line with two arrows appears. 39 . drag to the left to decrease duration. Handles (small white squares) display at the end of each bar. When you release the mouse button.

Edit Relationships — Select a relationship line. Using Progress Spotlight Click to turn on the Progress Spotlight on the Gantt Chart. . right-click and select Edit ❑ ❑ Relationship. Select the Start or End square of the Activity bar and drag the line to the successor/predecessor activity’s Start or End. You create.Lesson 3: Projects Managing Relationships Use icons to turn on or off relationship lines. You can then adjust the spotlight by extending it on the Gantt Chart. 40 © 2007 All rights reserved. Delete Relationships — Select a relationship line. Activities within the spotlight period are highlighted. FIG. modify and delete relationships directly in the Gantt Chart. right-click and select Delete Relationship.14: Edit Relationship type or lag. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. ❑ Create Relationships — Right-click on an Activity bar and select Create Relationship. 3.

and Integer. 3.15: Userdefined fields are categorized by Data Type. You can also assign graphic indicators for calculated values. 2. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. © 2007 All rights reserved. Steps 1. Click on a user-defined field to edit it. you can display calculated project user-defined fields in the Project Statistics portlet. such as Text. Note that you may not be able to edit the field if values are already assigned to it. Cost. Click Project User Defined Fields. fields are categorized by Data Type. which is available on the Project Workspace or on any dashboard. Once defined. On the Project User Defined Fields page.Lesson 3: Projects Calculated User-Defined Fields A calculated project user-defined field is a unique type of project user-defined field that has a formula associated with it. 41 . The formula automatically calculates values for the field. You can also display them in the Portfolio Views portlet on any dashboard. or on the Portfolio Analysis tab. FIG. Click Administration.

2.Lesson 3: Projects Creating a Calculated User-Defined Field Click Create User Defined Field to create a new field. In the example below. select Number. select Formula. numbers. select Manual. Data Type — Determines the type of data you can enter for the field. FIG. To specify a calculation. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 42 © 2007 All rights reserved. This is a required field. In the Data Type drop-down list. or dates. Steps 1. a project manager wants to create a calculated userdefined field that will give her a quick glance of what percent of a project’s activities have been completed or in. such as text. if no calculation is required for the field. In the Calculation Type drop-down list.16: Choose Manual or Formula in the Calculation Type drop-down list. The top section of the page includes the following fields: ❑ ❑ ❑ Title — Displays the name of the field. 3. In the Title field. select Formula. . Calculation Type — A calculation enables you to define a formula to calculate the value of the field. type <Completed Activities>. 3.

select Actual Completed Activities (in the Number of Activities grouping). 2. Click 7. For example. and then click Insert Field. In the Fields drop-down list.Lesson 3: Projects Creating a Calculated User-Defined Field (continued) To measure the percentage of completed activities. select Total Activities. 43 . Type <100> © 2007 All rights reserved. FIG. In the Fields drop-down list. The result will be a percentage of completed activities to total activities. the percentage is 33%. Click Insert Field. Click Insert Field. 3. ✍ You can also type or edit the formula manually. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. if Completed Activities=25 and Total Activities=75. Steps 1. 5. 3. the project manager creates a formula of Completed Activities / Total Activities x 100. 6. 4. Click .17: Select a field in the Fields drop-down list.

a quarter-filled pie indicator for between 0 and 25 percent activities completed. In the High Value field. Click Save. In the Value field. 15. 12. In the Value field. a half-filled pie indicator for 25 and 50 percent activities completed. In the Value field. . In the High Value field. type <0>. Options at the bottom of screen enable you to choose whether the data value or the indicator. and then select a quarter-filled pie indicator. In the third row Parameter drop-down list. In the first row Parameter drop-down list. 7. 3. 10. she will assign four graphic indicators to represent values: a red pie indicator for 0 percent. select is within range of. In the Value field. Click in the Indicator field. type <0>. 6. 8. and a three-quarter-filled pie indicator for more than 50 percent. 3. Click in the Indicator field.Lesson 3: Projects Creating a Calculated User Defined Fields (continued) After the formula is set.18: Click to select a graphic indicator. type <50>. select is greater than. In the fourth row Parameter drop-down list. . 13. type <25>. select equals. are displayed when the field is viewed. 5. and then select a red pie indicator. In the second row Parameter drop-down list. 14. . No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. FIG. 4. . Click in the Indicator field. 9. or both. select is within range of. . type <50>. 11. and then select a three-quarter-filled pie indicator. Click in the Indicator field. 44 © 2007 All rights reserved. Steps 1. and then select a half-filled pie indicator. type <25>. 2.

Confirm John’s Projects dashboard is selected. 2. and then use the arrow to move it to the Selected Columns section. Steps 1. Click Save. User Defined. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Click Dashboards. In the Available Columns section. 3. 45 . © 2007 All rights reserved. FIG.Lesson 3: Projects Viewing a Calculated User-Defined Field You can view the field you just created in the Project Statistics portlet on the John’s Projects dashboard. click Customize. 3. expand a grouping.19: Calculated userdefined field is displayed in Project Statistics portlet. 4. 6. 5. In the Project Statistics portlet. Completed Activities. Select a data item.

No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.Lesson 3: Projects 46 © 2007 All rights reserved. .

At the completion of this lesson. 47 . No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. you will be able to: ✔ ✔ ✔ ✔ ✔ ✔ ✔ Create a portfolio favorite Compare portfolios Create a scorecard Create a bubble chart View waterline analysis Create a scenario View capacity planning © 2007 All rights reserved.LESSON 4— Portfolios Objectives In this lesson you will learn about new functionality in the Portfolios section.

Lesson 4: Portfolios Selecting a Portfolio You must select a portfolio when you enter the Portfolios section. created manually. to expand portfolio lists. Global filtered portfolio — Portfolio available to all users. User portfolio — Portfolio available to a single user.1: Select a portfolio when entering the Portfolios section. Steps 1. 48 © 2007 All rights reserved. created manually User filtered portfolio — Portfolio available to a single user. You can select from: ❑ ❑ ❑ ❑ Global portfolio — Portfolios available to all users. . Click Portfolios. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Click FIG. created via filter. 4. created via filter. Only those portfolios that are available to you are listed.

49 . FIG. ❑ ❑ To access favorites. Steps 1. Use arrow to move a portfolio from the Available Project Portfolios section to the Selected Project Portfolios section. Favorites are organized by portfolio name and by project code. Click Edit Favorites. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 4. Choose to organize by project portfolios or project codes. 3. Click Edit Favorites to add or delete a favorite. © 2007 All rights reserved. 2. Click Save.Lesson 4: Portfolios Creating Favorites Favorites enable you to list frequently accessed portfolios so you can quickly select them when entering the Portfolios section.2: Favorites can be selected based on portfolio or project code. click Favorites in the Group by drop-down list.

3: Portfolio favorites are listed. . 50 © 2007 All rights reserved. 4. 3. Click the Analysis tab. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. In the Group by drop-down list. Steps 1. and then select a portfolio. click Favorites.Lesson 4: Portfolios Creating Favorites (continued) FIG. 2. Click in the Portfolio Favorites section.

From this tab. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. The table below summarizes new icons in the Analysis tab.Lesson 4: Portfolios Portfolio Analysis Tab The Portfolio Analysis tab offers new functionality in P6 Web. you can conduct a side-by-side comparison of two portfolios. Also. 51 . Table 3: Icons in Analysis Tab Icon Save Save view as new portfolio view or as a new scenario. and apply what-if analysis and waterline analysis techniques to assist with executive-level decision-making. designate users who can access view or scenario Cancel changes Add project Delete project Assign a project to this portfolio Create a new portfolio from the selected projects Create portfolio view Waterline Maximize Export to spreadsheet Print Functionality © 2007 All rights reserved.

Select a portfolio. ❑ ❑ To compare portfolios vertically. click 2. bubble chart. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Scenario — Defines what is displayed. etc. 4. .5: Data in the bottom (or right) section can be based on the portfolio selected in the Filter by field.Lesson 4: Portfolios Analyzing Portfolios The Analysis tab is divided into two sections. 52 © 2007 All rights reserved. either the latest (summarized) data or a previously saved historic snapshot data. stack histogram. ❑ ❑ FIG. View — Defines how the scenario data is displayed (for example. You can display the same portfolio in both sections. The top (or left) section always displays data about the portfolio you selected when you entered the Portfolios section. or you can compare two different portfolios. click . .) Steps 1. The bottom (or right) section displays either the same portfolio in the top (or left) section. in the Filter by field. click To compare portfolios horizontally. or a portfolio based on the selection in the Filter By field. Two key parameters define what is displayed in each portfolio section. pie chart. In the bottom portfolio section.

to hide options. Chart — Graphical display. © 2007 All rights reserved. Bubble charts and pie charts are available. to expose options for customizing a view. Two types of views are available: ❑ ❑ Scorecard — Textual display. Steps 1. In the topView drop-down list. Percent Complete. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 4. and color scheme. Click Click FIG. 53 . select a scorecard. with options to manipulate columns. Portfolio views can be added to dashboards as well. grouping and sorting. grouping options. Once you create a portfolio view and save it.Lesson 4: Portfolios Selecting Portfolio Views Portfolio views enable you to customize the display of data.7: Available views are listed in the View dropdown list. you can share it with others. Select a portfolio view by clicking the View drop-down list. Items in the list are categorized by their view type. and waterlines. with options to specify parameters.

There. Steps 1. You can create a portfolio view anew or copy an existing one. Select a scorecard. 4. Portfolio Favorites. You can also click Manage Portfolio Views or Manage Scenarios in the Action Bar when you enter the Portfolios section. Planned Projects. In the Analysis tab. 2.Lesson 4: Portfolios Creating a Portfolio View You can manage portfolio views directly in the Analysis tab by clicking . 6. you can also edit or delete existing views. In Breadcrumbs. you will create a new portfolio view based on an existing scorecard. based on: ❑ ❑ ❑ FIG. expressed via Project Score. Select a portfolio. and then click OK. Total allocated budget for projects in the upcoming fiscal year. In the example below. The scorecard was created to help the organization decide which projects to fund in the upcoming fiscal year. In the Create View dialog box. expand groupings Copy Existing View and Scorecards.8: Click to create a new Portfolio view. click . In the Group By drop-down list. Planned Projects. . No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 4. Each project’s priority within the organization. 54 © 2007 All rights reserved. select Favorites. 5. click Portfolios. Planned Projects. Combined At Completion Costs of the proposed projects. 7. Click to expand a grouping. 3.

displayed with a white background. mark or clear the checkbox beside each project.000 in At Completion Total Cost. 4. In the Title field at the top of the page. As you exclude or include projects. a project manager has an annual budget of $230. At any time. In the sample below. the waterline is recalculated. For the waterline analysis.000 Budget>. Projects are sorted according to the sort by and sort order options you specify when you define the waterline.Lesson 4: Portfolios Waterline Analysis A waterline can help you analyze a portfolio and model your strategy. the waterline is recalculated based on the new sort selection. Scroll down to the Waterline section. displayed with a blue background. Steps 1. 5. she will set a constraint of $230. It sorts projects in a scorecard view into two separate groups based on the defined sorting and constraint limit. 55 . 3. you can click any column header to change how projects are sorted. In the Value field in the Waterline section. from highest score to lowest. appear below the waterline. Click Save. 2. The waterline will display projects that fit the budgetary constraint but also align with the organization’s priorities as indicated by the Project Score. 4. type <230000>.000.9: Set the waterline parameters and sorting options. When you change the sorting for projects. and use the Project Score to sort the projects in descending order. are those that collectively meet the constraint limit value. In the First Rank by drop-down list. © 2007 All rights reserved. FIG. all other projects. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Projects above the waterline. type < $230. To manually exclude or include projects in the selected portfolio. confirm Project Score.

Waterline 56 © 2007 All rights reserved. . Upgrade Network. by marking its checkbox. Upgrade Network.10: Projects above the waterline meet budgetary constraint and are sorted by Project Score. Mark the checkbox next a project. In this example. Finance System Upgrade to be included the waterline. would not allow the next project. Waterline Steps 1.Lesson 4: Portfolios Waterline Analysis (continued) You can modify the waterline manually by removing or adding projects. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 4. $230. FIG.11: Waterlin e remains fixed even after you add a project to bring At Completion Total Cost closer to $230. 4. However. the annual budget.000 limit.000. FIG. you can include a smaller project.

for example. 4. meaning that the data displayed will always reflect the latest summarization in the database.12: Data displayed reflects the latest summarization. While you can select another view to display a different layout of project information for project data saved with the scenario. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. The view associated with the scenario at the time it was created displays in the View drop-down list. Scenarios are useful in creating a historical record. which projects to fund for the year. <Latest Data> is selected in the Scenario drop-down list. In order to lock the current data for future reference. at that exact point in time.The selected Scenario determines whether the data displayed in the portfolio view is the latest summarized data or a historical snapshot. FIG. along with the data displayed for the selected portfolio. A scenario also preserves the list of all users who can access the view. the data that displays is specific to the projects included in the group at the time the scenario was created. For example. Saving a view as a scenario enables you to preserve it. © 2007 All rights reserved. In the example below. you need to save the current view as a scenario. When you display a scenario. 57 .Lesson 4: Portfolios Scenarios You can save the currently selected view as a new scenario. you cannot modify the actual project data. a project manager might save a scenario so he can refer back to the specific data on which he based a decision -.

In the Save the portfolio view as a field. Steps 1. click the FIG. Click Save. . No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Click . (Save As) icon.Lesson 4: Portfolios Scenarios (continued) To save a view as a scenario. 4. 4. In the Title field. 2. select New scenario. type <$230.000 Budget Plan>. 58 © 2007 All rights reserved.13: Click here and change the default callout. 3.

2. In the bottom pane. Scroll down to the Waterline level section. click . In the bottom pane. Select a portfolio.000. type <$530. expand groupings Existing View and Scorecard. 9. In the Create View dialog box.000 Budget Plan. type <530000>. 4. Select a scorecard. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 8.000 Budget>. Click Save. In the Title field. FIG. click to create a new view. 4. In the Value field. In the example below. $230. 3. Steps 1. 6. 7. the project manager will create a second scenario in the event the budget allocated for projects is increased to $530. © 2007 All rights reserved.14: Second view is added. and then click OK.Lesson 4: Portfolios Comparing Scenarios You can use the bottom pane of the Analysis tab to compare scenarios. 5. 59 . Planned Projects.

type <$530. In the Save the portfolio view as a field. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 2.15: Both views are saved as scenarios. select New scenario. FIG. 4. Click . In the Title field. 60 © 2007 All rights reserved.000 Budget Plan>. you must save the view you just created as a scenario. 4. Steps 1. .Lesson 4: Portfolios Comparing Scenarios (continued) If you want to lock data in place. 3. Click Save.

and the size of the bubble represents a third field. the y-axis represents a second field. Steps 1. Duration . Duration on the y-axis and Project Score as bubble size.Lesson 4: Portfolios Charts A chart is a type of portfolio view you can use to analyze project data in a graphical format. 4. 2. In the lower pane View. the Duration . Select the same Scenario in the lower pane.16: Bubble chart is selected in the bottom pane. You can view data in any one of the following chart formats: ❑ ❑ ❑ ❑ ❑ Histogram Stacked histogram Side-by-side histogram Pie chart Bubble chart A bubble chart is useful when you want to analyze three independent project variables at one time. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. select a Bubble chart.000 Budget Plan. $530. $530.000 Budget Plan. © 2007 All rights reserved. In the example below.Risk Analysis Bubble chart displays Risk Level on the x-axis. 61 . FIG.Risk Analysis. Select a Scenario in the upper pane. The x-axis represents one data field. 3.

Lesson 4: Portfolios

Charts (continued)
If the selected portfolio and scenario are the same in both panes, charts only display data for selected projects. As you select and deselect projects, the chart dynamically reflects this in the display. In the example below, you could use the Bubble chart to decide whether, based on risk level and duration, Quick Web Project or Upgrade Network should be included in the scenario.
FIG. 4.17: Compare risk level of selected projects.

Steps
1. In the upper pane, select mark the checkbox next to a project, Upgrade Network. 2. Compare the risk level and duration of Quick Web Project and Upgrade Network.

62

© 2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

Lesson 4: Portfolios

Charts (continued)
In another example below, you will view the At Completion Total Cost for each project in a portfolio, represented in a pie chart.
FIG. 4.18: Pie chart is displayed.

Steps
1. Click to create a new view.

2. In the Create View dialog box, expand a grouping, Create New Portfolio View. 3. Select New Pie Chart, and then click OK. 4. In the Title field, type <At Completion Total Cost>. 5. In the Data drop-down list, select At Completion Total Cost (in the Cost grouping). 6. In the Group By drop-down list, select Project (in the General grouping). 7. Click Save.

© 2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

63

Lesson 4: Portfolios

Charts (continued)
After the chart is displayed, click further.
FIG. 4.19: Mark checkbox to view labels in chart.

to access options to customize it

Steps
1. Click .

2. Mark a checkbox, Group By Label.

64

© 2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

in stacked histogram format. in area chart format.or overallocated units over time for the combination of projects.Lesson 4: Portfolios Capacity Analysis The Capacity Analysis tab enables you to analyze role staffing requirements and allocation over time for each project in the portfolio. or project code you select on the Portfolios Home page. Bars placed above the limit line indicate net under-allocation for the associated role during the displayed timeperiod. Also. in a spreadsheet. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 65 . EPS. The limit line is always placed at zero. Net Availability: Displays each selected role's under. designate users who can access scenario Cancel changes Create a new portfolio from the selected projects Show Scorecard only Show Scorecard and Gantt Chart Show Capacity Planning Chart Functionality Capacity Planning Chart offers four types of data display: Table 5: Icons in Capacity Analysis Chart Icon Functionality Stacked Histogram: Displays total at completion units or costs over time for the combination of selected roles and projects. © 2007 All rights reserved. Area Chart: Displays total at completion units or costs over time for the combination of selected roles and projects. no bar is displayed for that role Spreadsheet: Displays total at completion units or costs over time for the combination of selected roles and projects. If the total units for a role equals the limit. Table 4: Icons in Capacity Analysis Tab Icon Save Save as new scenario. bars placed below the limit line indicate net over-allocation for the associated role during the displayed timeperiod.

The Forecast bar displays the project's forecast dates in orange. The Current Bar shows project progress in blue. The bottom right quadrant displays the Capacity Analysis chart as a stacked histogram. 66 © 2007 All rights reserved. You can choose to display role allocation over time per project. The bottom left quadrant displays roles according to the Group By option you specify. You can customize the columns that appear in the scorecard. while green indicates remaining work. area chart.21: Capacity Planning tab is divided into four quadrants. the project's role allocation is included in the Capacity Analysis chart (bottom right quadrant). role. ❑ ❑ ❑ FIG. or availability chart. You can choose to group roles by roles assigned to projects in the current project portfolio. or you can choose to display staffed versus unstaffed units or costs. or role teams. Each project in the scorecard has two corresponding bars: the Current Bar (top) and Forecast Bar (bottom). No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. .Lesson 4: Portfolios Capacity Analysis (continued) The Capacity Analysis tab is divided into the following quadrants: ❑ The top left quadrant displays scorecard data for each project in the project group. The allocations for the roles you select are included in the Capacity Analysis chart (bottom right quadrant). When a project's corresponding checkbox is marked in the scorecard. The top right quadrant is a Gantt Chart that displays current and forecast data according to the specified timescale. or project code. 4. the role hierarchy.

a resource manager wants to analyze the allocation of the role. Steps 1. Click the Capacity Planning. Database Administrator. or from the role’s associated primary resource. Select a role.Lesson 4: Portfolios Using the Capacity Planning Tab In the example below. The limit line shown in red can be calculated from the role limit. The limit line source is set in the Preferences. In the lower-left quadrant. As you move the time line on the Gantt Chart. FIG. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 4. clear the checkbox next to Planned Projects to deselect all roles. entered in P6 client-server. the Capacity Planning Chart is adjusted accordingly.22: Click here and change the default callout. in the Planned Projects portfolio. 2. Database Administrator. © 2007 All rights reserved. 3. 67 .

No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 68 © 2007 All rights reserved. FIG. From the Stacked by drop-down list. you can decide what the displayed data is stacked by.Lesson 4: Portfolios Analyzing Staffed vs. In the example below. Unstaffed. you can view staffed vs. 2. Move the timeline on the Gantt Chart to show Apr-2011. select Staffed vs. unstaffed role assignments for the Database Administrator. Unstaffed Assignments When the Stacked histogram ( ) chart type is selected. 4. .23: Unstaffed role assignments. Steps 1.

Lesson 4: Portfolios Analyzing Scenarios The Capacity Planning tab allows you to create and update scenarios that provide varying snapshots of project and role allocation data. 69 . No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.24: Select a scenario here. FIG. © 2007 All rights reserved. you can create new portfolios containing only the projects that meet your planning criteria. 4. After conducting your analysis.

No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. .Lesson 4: Portfolios 70 © 2007 All rights reserved.

69 . No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. you will be able to: ✔ ✔ ✔ ✔ ✔ ✔ ✔ View all levels of the WBS Assign roles Allocate by percentage Copy/paste in the spreadsheet Drag values to adjacent cells Filter by resource team and role team View new options to customize the spreadsheet © 2007 All rights reserved.0. At the completion of this lesson.LESSON 5— Resource Planning Objectives This lesson covers enhancements to Resource Planning in version 6.

to return to the browser view. . 2.1: All levels of the WBS can be viewed in the spreadsheet. 70 © 2007 All rights reserved. version 6. Steps 1. Plan at All Levels of WBS While version 5.0 allowed you to allocate resources at one level of the WBS. Click to expand WBS elements. click Plan Resources. In the Action Bar. 5. 3. FIG. Click Full Screen to maximize display of the spreadsheet. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 5.Lesson 5: Resource Planning Resource Planning Enhancements Resource Planning in P6 has been enhanced to help you specify project-level and WBS-level allocation data for individual resources and roles across a project lifecycle. 4. 6. Click in the Filter by field. Click 7. Click Resources. Select a project with multiple WBS elements.0 enables you to drill down to all levels of the WBS.

© 2007 All rights reserved. Note that when assigning roles. 5. and then click Assign and Close.2: Roles can be assigned in Resource Planning. This is because the Available row is based on the resource calendar. Steps 1. 2.0 enables you to assign roles in the Resource Planning Spreadsheet. there is no row for Available.Lesson 5: Resource Planning Assigning Roles Version 6. The default project calendar is used for role allocation. Click to assign a role. 71 . FIG. Type allocation for the role in a few cells in the spreadsheet. Select a WBS element. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 3. This functionality is particularly useful in long-range planning as roles serve as a placeholder for specific resources who can be assigned at a later date. which a role does not possess. Select a role. 4.

select Hour. and then click Assign and Close. Select a WBS element in the spreadsheet.Lesson 5: Resource Planning Allocating By Percentage Version 6. Select a resource. confirm the Start date. select the resource you just assigned. 6. 7. 3. FIG. Change time units in the spreadsheet to display hours for this example. 2. type 25% in the % Allocation column to assign the resource to 2h/day or 10h/ week. In the Start field. and then click Save.0 enables you to quickly assign allocation by typing a percentage of a resource’s available units at the WBS or project level. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.3: Available row indicates hours that the resource is available each month. The percentage is linked to the resource’s max units/time in the resource calendar. Double-click in the Finish field and select a date to match the Finish date of the selected WBS. . In the spreadsheet. . and then click 4. if a resource max units/time is 8h/day or 40h/week. 5. Steps 1. In the Time Units Display drop-down list. rather than typing allocated hours into individual cells. Click Customize. For example. 5. 72 © 2007 All rights reserved.

5. In the % Allocation column. • For the two full months of work. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. the resource is allocated for 42 hours in each month — or 25% of the 168 hours of availability in each month. In the example above. December and January.4: Click here and change the default callout. the resource is now allocated 10 hours in November and 42 hours in December and January. 8. 73 . type <25>. • The resource is allocated only 10 hours in November because the WBS begins on November 22. © 2007 All rights reserved.Lesson 5: Resource Planning Allocating by Percentage (continued) FIG. and then click Enter.

.Lesson 5: Resource Planning Copy/Paste in Spreadsheet You can copy/paste spreadsheet rows if you want to apply allocation information and resource/role assignment -. 2. When you copy a resource row in the same WBS node. it copies allocation information but leaves the resource field blank. . resource name is copied. Select a different WBS node. and then click click and choose Paste. Resource name is copied if you copy to a different node. FIG. You can assign another resource to the row. 74 © 2007 All rights reserved. 3. Select a row in a spreadsheet where a resource is assigned. Select the same WBS node. and then click . if you want to cut instead of copy. and then click Note that allocation information is pasted but resource name is not. Steps 1. Select the row that you want to copy.5: When pasted in same node. Note that allocation information and resource name is pasted. then click You can also click or right-click choose Copy. 4. 5. When pasted in a different node.either within the same WBS node or in a different node or project. resource name is not copied. or right- Select the WBS or project where you want to paste. Click . No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

click on the cell that contains the value and select the fill handle until + the sign appears. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.6: Fill handle — a small white box — appears at the bottom right of the cell. FIG. 75 . 2. then drag it across cells you want to fill. © 2007 All rights reserved.Lesson 5: Resource Planning Click/Drag Values into Adjacent Cells You can quickly copy a value in a cell into adjacent cells in the same resource assignment row in timescale fields by dragging the fill handle (the white box found on the lower-right corner of the selected cell). 3. To fill the same value into adjacent cells. Place your cursor on the fill handle — the small white box at the bottom right of the cell. 5. Drag the fill handle to an adjacent cell. Steps 1. Select a cell that contains allocation units.

For example.7: Use dialog box to select resource and specify percent of allocation to be assigned. FIG 5. click in the resource assignment row. select the Start Date and Finish Date. 2. 4. or right-click and select Split. specify what percentage of the units you want to allocate to the selected resource. you may initially assign all work on a task or project to one resource. 5. 3.Lesson 5: Resource Planning Splitting Resource/Role Allocation You can split a resource's or role's units that are allocated toward a project or WBS between another resource. In the Select a resource window. 76 © 2007 All rights reserved... In the What percentage . field. field. Steps 1. Select a resource. Click . . Select a resource row with allocation. Click Assign. Type a value in the What percentage . If necessary... select the resource with whom you want to split the units. then decide you want to assign another resource to the task or project and split the units 50:50. To split a resource's units that is allocated toward a project between another resource. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

2006 (End).Lesson 5: Resource Planning Splitting Resource/Role Allocation (continued) In the example below. For example. 2006 (Start) to April 15. 2006. the second resource is allocated from March 15. Note that the Available Units is also adjusted for the resource who had been allocated at 100 percent. Primavera splits the units between the two resources across the specified time range. the total units and timescale allocated units for both the resources are recalculated and updated in the spreadsheet. two resources might work for a task jointly: the first resource is allocated from Jan 15. 2006 (Start) to April 15.8: Allocation is split between two resources. FIG. © 2007 All rights reserved. 77 . allocation is split between the two resources. 5. You can also split the units across a time range without assigning any percentage. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

Steps 1. 2. select Resource Teams. Click in the Filter by field.Lesson 5: Resource Planning Resource Teams and Role Teams Version 6. and then click Project. Click Assign WBS and then select a WBS node. Click Assign to assign a project. . and then click OK. 5. Select a resource team.9: Click here and change the default callout. You can assign projects or WBS nodes to resources and roles when filtered based on resource teams and role teams. select a project and then: ❑ ❑ FIG. Select the resource row.0 enables you to filter by resource team and role team. 78 © 2007 All rights reserved. 3. or right-click and choose Assign In the Assign Project dialog box. providing enhanced flexibility in long-range planning. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. In the Select drop-down list.

7. 4. 79 . Select a project. .10: Resource is assigned to project in spreadsheet.Lesson 5: Resource Planning Resource Teams and Role Teams (continued) FIG. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Select a resource in the spreadsheet. 6. 5. though you must still allocate units. Click Assign. and then click Close. Click Assign. © 2007 All rights reserved. and then click 5.

Select columns — Click the Columns tab and select columns to display in the spreadsheet. 80 © 2007 All rights reserved. (You must also enable the High level resource planning option in Projects Details to view allocation data entered in the spreadsheet. resource code.11: Click here and change the default callout. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.) Show only unassigned role requests — Mark checkbox to view only role requests where a resource isn’t already assigned.Lesson 5: Resource Planning New Options to Customize Resource Planning Several new options are available in the Customize Spreadsheet dialog box: ❑ Show other assignments when filtered by resources or roles — Mark checkbox to hide other assignments when filtering by resource. 2. Steps 1. ensuring that allocation data entered in the spreadsheet can be viewed in other areas of Primavera. ❑ ❑ ❑ FIG. or resource team. and then click Cancel. Click Customize and review options. allowing you to focus solely on the assignments for the selected resource/role and hide other resource/role assignments in the project. Click the Columns tab. 5. Automatically summarize on leaving spreadsheet — Mark checkbox You can to automatically summarize when you leave the spreadsheet. .

0 Client/Server Features Objectives This lesson describes the new features included in P6 Client/Server. 81 . The features included in this lesson are: ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Future period bucket planning Display and hide grouping band totals Shrink the vertical band size Search in pop-up dialog boxes Type-ahead in drop-down lists Include baselines when copying projects Role limits Project-specific layouts Reflection projects © 2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.LESSON 6 6.

Lesson 6: 6. The two remaining buckets reflect the adjustments: Day 1 8 actual Day 2 8 actual Day 3 4 actual 10 Day 4 10 Day 5 82 © 2007 All rights reserved. In the following example. you can manually add and edit the planned work and remaining work for each time period. over the duration of the assignment. assuming a daily timescale: Day 1 8 8 Day 2 8 Day 3 8 Day 4 8 Day 5 This type of distribution may be incorrect for some activities in your project. a one-week activity with 40 budgeted units is spread evenly. . ✍ You can only edit the planned and remaining early units for activities that have a Fixed Duration & Units or Fixed Duration & Units/Time duration type.0 Client/Server Features Future Period Bucket Planning The Future Period Bucket Planning feature enables you to manually distribute units on a resource or role assignment. To accurately reflect the work needed for the duration of an activity. when an assignment is added to an activity. as follows. or based on a pre-defined resource curve. the same one-week activity has 20 actual units. some activities may need work performed at varying levels of effort. For example. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. The remaining work is spread linearly over the Remaining Duration. For example. Usually. The remaining 20 units of work need to be adjusted to finish the activity on time. Primavera evenly spreads the budgeted work over the duration of the activity.

and in the Resource Spreadsheet in the Activities window. 3. 83 . 2. Note: The activity must have a duration type of Fixed Duration & Units or Fixed Duration & Units/Time. 6. 6. scroll to a future bucket period. and then click Open. 4.1: Click here and change the default callout. 5. 7. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. © 2007 All rights reserved. The time buckets are based on the timescale displayed. FIG. Select a layout. Click in the cell and type a value. Open a project. Bucket Planning. Web scheduling is not available for WBS Summary and Level of Effort activities with Fixed Duration & Units/Time duration type. Steps 1. click Layout. you can edit the Planned Units and Remaining Units in the spreadsheet cells. BLDG-BP. In the Layout Options bar.Lesson 6: 6. In the Resource Spreadsheet. click Resource Assignments. Select an activity for a resource assignment. In the Directory bar. If using future period bucket planning. In the Resource Spreadsheet. Open.0 Client/Server Features Future Period Bucket Planning (continued) The Bucket Planning feature is available in the Resource Assignments window.

0 Client/Server Features Edit Future Buckets Security Privilege A new project-level security privilege. you must also have the project-level privilege Add/Edit Project Activities Except Relationships. scroll to the privilege. FIG. . enables you to add. Choose Project Profiles. edit. and delete future bucket periods in the Resource Assignments window. Steps 1. Edit Future Periods. 3. Edit Future Periods. 4. click Security Profiles. In the Admin menu. 6. In the Privilege section. Click Close. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 2. 84 © 2007 All rights reserved.Lesson 6: 6. To edit future periods.2: Edit Future Periods is a new privilege.

Click OK.3: Two options are available in Show Group Totals. 85 .0 Client/Server Features New Settings in the Group and Sort Dialog Box The Group and Sort dialog box has new settings that enable you to customize the Projects and Activities windows. 2. Mark the Show Group Totals checkbox. and select WBS level 1. © 2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. and select Group and Sort.Lesson 6: 6. 6. 5. Steps 1. 3. FIG. Display and Hide Grouping Band Totals ✍ The Show Group Totals setting is only available in the Activities window. Show Group Totals. Click in the field in the Group By column. In the Directory bar. Click the Layout Options bar. enables you to choose to display or hide the total values for grouping bands. 4. If you mark the Show Group Totals checkbox. you have the additional options to Show Grand Totals and Show Summaries Only. A new checkbox in the Group and Sort dialog box. click Activities.

In the Directory bar. click Projects. Steps 1. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 5. 4. and select Group and Sort By. 3. This setting is available in windows that have the Group and Sort by. Customize layout option. FIG. 86 © 2007 All rights reserved. 6. Click the Layout Options bar. . Customize.Lesson 6: 6. Verify the grouping selected in the Group By column. Mark the Shrink Vertical Grouping Bands checkbox. 2. EPS level 1. Click OK.0 Client/Server Features Shrink Vertical Band Size A new setting in the Group and Sort dialog box enables you to minimize the width of the vertical grouping bands displayed in the Activity Table.4: Mark to shrink vertical grouping bands.

In previous versions of Primavera. click the Layout Options bar and select Show on Bottom. 87 . No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. © 2007 All rights reserved. Click Add Resources. you could use the Search function only in certain dialog boxes. In the Display Options bar. 6. Activity Details. In the Search field. Steps 1. 2. For example. In the Directory bar. 6.5: Type in Search field to activate type ahead feature. FIG. Click Close. click Activities. 4. in the Activity Type drop-down list in the General tab in Activity Details.Lesson 6: 6. All Resources.0 Client/Server Features Search in Pop-Up Dialog Boxes In the Search field. click Filter By. 7. type <t> in the drop-down list and Task Dependent is displayed. type <joh> and view names that are displayed. Click the Resources tab. 3. 5. If Activity Details are not displayed. you can type a string of text to display a filtered list of data whose name begins with this text. The Search field is now available in all popup dialog boxes in Primavera. The type ahead feature also works in drop-down lists.

5. 88 © 2007 All rights reserved. The Baselines checkbox. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. In the Edit menu.6: Mark the Baselines checkbox to copy the project’s baseline. 4. . In the Edit menu. FIG. click Projects. 3. Mark the Baselines checkbox.Lesson 6: 6. in the Copy Project Options dialog box. In the Directory bar. 6. Steps 1. Select a project. click Copy. 2.0 Client/Server Features Include Baselines When Copying Projects You can include a project’s baselines when copying a project. enables you to copy the baseline. click Paste.

Steps 1. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.Lesson 6: 6.7: Mark a checkbox in the Copy column to indicate baselines that you want to copy. Click OK. 2. the Copy Baselines dialog box enables you to select which baselines to include with the copy of the project. © 2007 All rights reserved. Click Cancel. Mark the Copy checkbox for the baselines you want to copy. 89 . FIG.0 Client/Server Features Copy Baselines Dialog Box When you select the Baselines option. The Project Baseline column indicates if a baseline is the Project Baseline. then click OK. 6.

In the Admin menu. Steps 1. . Click the Data Limits tab. In the Admin. 6. you can specify the maximum amount of baselines a user can copy. FIG.0 Client/Server Features Admin Preferences Setting for Copying Baselines ✍ You can copy a maximum of 50 baselines. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.8: Click here and change the default callout. Data Limits tab. The amount of baselines you can select to copy is based on an Admin Preferences setting. select Admin Preferences. 2. Admin Preferences.Lesson 6: 6. 90 © 2007 All rights reserved.

however. 3. click the Limits tab to specify available quantities (limits) for a role. click Add.Lesson 6: 6. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 91 . FIG. In the Enterprise menu. 2. You can define an unlimited number of role limits for each role. 4. Enter values in the Effective Date and Max Units/Time fields. Setting limits helps you quickly identify areas of role overload in Resource/Role Usage Profiles. 6.0 Client/Server Features Role Limits New functionality in P6 enables you to establish allocation limits for roles. In the Limits tab. click Roles. Click the Limits tab.9: Max Units/Time can be defined for a role. the effective date must be unique. © 2007 All rights reserved. In the Roles dialog box. Steps 1.

role limits are calculated based on the limit defined for each role’s primary resource. Click the Resource Analysis tab. Steps 1. In the Edit menu. View the settings for Display the Role Limit based on.Lesson 6: 6. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. FIG. which may not accurately reflect a role’s planned allocation. Resource Analysis tab. 92 © 2007 All rights reserved. 2. In the Resource Analysis tab in User Preferences. .10: Two options are available for displaying the role limit. 3. 6.0 Client/Server Features Role Limits (continued) By default. you can choose to display role limits based on the custom role limits you define or based on the calculated primary resources’ limit. click User Preferences.

6. Assignments. In the Available To drop-down list. select Project. Though project-specific layouts can be applied to multiple projects. These layouts offer two key advantages: ❑ ❑ Project-specfic layouts. 6. confirm that the name of the currently opened project is selected. click Activities. you can only select one project at a time in the Layout Save As dialog box. Project-specific layouts can minimize the need to save layouts as global. WBS. Activities. with filters. type a name for the layout. © 2007 All rights reserved. FIG. Click Save. 93 . you can elect to apply the layout to any project that is currently open in Primavera. Save As in the Layout Options bar. In the Directory bar. In the Layout Options bar. If you choose the Project option. 4. are exported with the project when it is exported. 5.Lesson 6: 6. 3. In the Layout Name field.11: Project is a new option in the Save Layout As dialog box. In the Project field. Project is an option in the Available to drop-down list when you click Layout. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. and Tracking windows. Save As.0 Client/Server Features Project-Specific Layouts A new feature in P6 enables you to save project-specific layouts in the Projects. click Layout. Steps 1. 2.

Saving Filters with Project-Specific Layouts When saving a project-specific layout.0 Client/Server Features Project-Specific Layouts (continued) After a project-specific layout is saved. enabling any user opening the projectspecific layout to view filtered data. 94 © 2007 All rights reserved. the filter is copied and added to the layout filters section.Lesson 6: 6. 6. . No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. If a user filter is applied to a project-specific layout. FIG. only global and layout filters may be applied.12: Projectspecific layouts are listed in the Project band. it can be viewed in the Project band in the Open Layout dialog box.

unlike What-If projects in earlier versions of Primavera. have the ability to review these changes and decide which to merge into the source project. © 2007 All rights reserved.0 Client/Server Features Reflection Projects A reflection is a copy of a project that significantly enhances your ability to conduct what-if analysis. Select a project. Creating a Reflection Project A reflection project is created in the Projects window. In the Projects window. FIG. then.13: Rightclick in the Projects Table and select Create Reflection. baseline and timesheet data is in place. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. rightclick in the Project Table. 2. and then click Create Reflection. 95 . You. select a project. Creation of a reflection project also enables team members or other Primavera users to update status of activities in which they are designated Activity Owner. Right-click in the Project Table. timesheet records and baselines in the source project are copied to the reflection project.Lesson 6: 6. This means that if you decide to convert the reflection project into the active project. A reflection’s project status is What-If — but. Steps 1. and then click Create Reflection. 6.

2. 6. 4. FIG. enabling you to select which baselines should be copied to the reflection project. Select a data item. If the source project contains baselines. General. In the Layout Options bar. 96 © 2007 All rights reserved. Source Project. in the Projects window to view the reflection project’s source project. 3. Click + to expand a grouping.0 Client/Server Features Creating a Reflection Project (continued) The reflection project has the following characteristics: ❑ ❑ ❑ ❑ Same name as the original source project. with reflection appended to it. Contains an internal link to the source project that allows the application to merge changes to the reflection into the source project. Click OK. and move it to the Selected Items section. Steps 1. Source Project. Contains timesheet and baseline data. . You can add a column. the Copy Baselines dialog is displayed.Lesson 6: 6. click Columns.14: Source Project column is displayed. Customize. What-If status. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

Lesson 6: 6. An Activity Owner who has the required Primavera Web application license and privileges can update the status and other details of activities in which they are designated as owners.XER file back into your reflection. Or. (More on Activity Owner later in this lesson. 3. Select the reflection project. and then click Open. Activity Owner — This is a new designation in version 6.0. In the Directory bar. you can designate other individuals to update the project and then review their work before merging the changes into the source project: ❑ Import/Export — You can export a reflection project as an . Steps 1. you can decide which changes to keep when you merge the reflection back to the source. In the File menu.15: Reflection project is opened. ensure data integrity for the active project. © 2007 All rights reserved. FIG. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. for example — who import the file into their database. through a review process. After making changes to the project.) ❑ Note that Admin Superuser or Project Superuser security is required to merge changes back into the source project. 6.XER file and then send it to third parties — subcontractors. click Activities. By offering an Activity Owner OBS access to a reflection project — rather than its associated active source project — you can collect the data you require and. 97 . 2.XER file back to you. third party users can reexport the file and send the resulting . click Open. By importing the .0 Client/Server Features Making Changes to the Reflection Project You can use the reflection project to test different project scenarios and then merge selected changes back into the source project.

click Projects. you can make changes to it. 3. 98 © 2007 All rights reserved. 6. Right-click. add a successor or predecessor. 5. In the File menu.Lesson 6: 6. When the changes are complete. add a resource assignment. where you can right-click in the Projects table and then click Merge Reflection into Source Project.16: Rightclick in Projects window and then click Merge Reflection into Source Project. Select a different activity and in the Relationships tab. and then click Merge Reflection into Source Project.0 Client/Server Features Making Changes to the Reflection Project (continued) After opening the reflection project. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 4. select the reflection project. In the Projects Table. mark the Started checkbox. In the Directory bar. . Select an activity in the reflection project and in the General tab in Activity Details. 6. including changing activity status and resource assignments. Select a different activity and in the Resources tab. Steps 1. close the project and return to the Projects window. 2. FIG. click Close All to close the project.

You can group the page by: ❑ Subject Area — Shows all changes made to the project by subject. Separate values before merging and after merging are displayed. Activity — Shows all changes made to an activity under an activity band. 99 . a Merge column is displayed for each band. and the reflection project after merging. • Merge No Activities — Clears all Merge checkboxes. Create a backup file (. Replace reflection — Mark this radio button to replace the reflection with an updated reflection based on the current data in the source project after the merge. and Activity Assignments are listed. ❑ After merging: ❑ ❑ ❑ Keep reflection — Mark this radio button to keep the reflection in the database after merging it with the source project. Prior to merging: ❑ Create a copy of source project as a baseline — Mark this check box to create a baseline to the source project which you can use to roll back the changes you made with this dialog box. • Merge All Activities — Marks all Merge checkboxes. ❑ You also have options for the source project prior to merging.0 Client/Server Features Merging Reflection into Source Project The Preview Changes dialog box enables you to view changes made in the reflection project prior to merging them into the source project. When grouped by activity.Lesson 6: 6.xer) of source project — Mark this check box to create a XER file which you can use to rollback the changes you made with this dialog box via an XER import. Activity Relationships. subject areas for Activities. Mark the Merge checkbox to merge all changes for the activity. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. In the sample below. © 2007 All rights reserved. Delete reflection — Mark this radio button to clean up the database by deleting the reflection after merging it with the source project. clear the checkbox to not merge changes for the activity.

Resource Assignments.Lesson 6: 6. If major elements of a project have been deleted from the reflection.17: You can group by Subject Area or Activity. WBS elements. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. select Delete . . In the After Merging section. 100 © 2007 All rights reserved. 6. FIG.. 3. Elements that are not deleted during a merge include Activities. Project Issues. Open the source project and review changes. you will have to manually delete them from the source project if you do not want to keep the elements in the source project. 2.0 Client/Server Features Merging Reflection into Source Project (continued) After reviewing changes and examining options. Work Products and Documents.. Steps 1. click Merge Changes. Click Merge Changes. Note that merging will not necessarily remove items from the source project that have been deleted from the reflection. Project Expenses. and Project Risks..

Three key steps are required to successfully manage update of reflection projects via Activity Owner: ❑ After the reflection project is created.Lesson 6: 6. 101 . In the Project Access tab in Admin/Users. Activity Owner is a new designation that enables a team member or other Primavera user to access the reflection project in P6 Web and make changes to activities to which they are assigned as owner. add the Project Owner column in the Activity Table and assign Activity Owner(s) to activities that you want the owner to update. you can review changes made by the Activity Owner before merging the changes into the source project. ensure that the individual assigned as Activity Owner has a Responsible Manager designation at the level of the reflection project only. ❑ ❑ © 2007 All rights reserved. In the reflection project. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.0 Client/Server Features Updating Reflection Project via Activity Owner As noted earlier. change its Responsible Manager to a node in the Organizational Breakdown Structure solely reserved for reflection projects. By limiting Activity Owner OBS access to a reflection project.

click the General tab. 5. 7. In the Projects window. Open the reflection project. .Lesson 6: 6. and then close the dialog box. In the Directory bar. In the Display Options bar. 102 © 2007 All rights reserved. you will assign a Responsible Manager in a node reserved for reflection projects. All OBS Elements. click Projects.0 Client/Server Features Updating Reflection Project via Activity Owner (continued) First.18: Change the Responsible Manager assignment. Steps 1. In the Responsible Manager field. The node is a child of the OBS node used for the source project. Right-click in the Project Table. 6. 6. click . select a project. Select Nolan-Reflect. 8. 3. click Filter By. In Project Details. FIG. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. 2. 4. and then click Create Reflection.

7. 103 . and move it to the Selected Items section. to assign. Close the dialog box. 9. 2. Select a data item. Repeat steps 6-8 for additional activities. 3.0 Client/Server Features Updating Reflection Project via Activity Owner (continued) Next. Jennifer Boyle. FIG. Click OK. In the Directory Bar. and then click 8. Select a user. Owner. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Select an activity and then click in the Owner column. you will assign an Activity Owner to selected activities in the reflection project. General. click Columns. Click to expand a grouping. © 2007 All rights reserved. click Activities.Lesson 6: 6. 6. 6. 5. 4.19: Activity Owner is assigned to activities in the reflection project. Steps 1. In the Layout Options bar.

activities to which Boyle was assigned Activity Owner are editable — the other activities are not. In the Activities tab. Note that she can only update activities that she is designated as owner. 4. After changes are made. . You may. Steps 1. you can merge the reflection project into the source project and review changes as described earlier in this lesson. 3. 104 © 2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.Lesson 6: 6. Type a Username <jboyle> and a Password <jboyle> and then click Login.0 Client/Server Features Updating Reflection Project via Activity Owner (continued) Activity Owner Jennifer Boyle can log into P6 Web and update activities in the reflection project. 2. if desired. FIG. 6. Click the name of the reflection project.20: Boyle can edit only the activities to which she was assigned Activity Owner. edit the activities and then return to P6 Client/Server to merge the reflection project into the source project and review changes. Click to access the Projects section. Launch P6 Web.

you were required to be a Superuser to import data into a project. you need to have the security privilege to add activity codes.Lesson 6: 6. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc. Layouts P6 maintains expanded and collapsed bars and row height settings when you switched between layouts and windows. if you want to import a new activity code using the API. 105 .) Saved Settings When Switching Windows. (In previous versions of Primavera. © 2007 All rights reserved. For example.0 Client/Server Features Other New Features in P6 Increased Security When Importing Projects A new import option enables you to import projects using the API (Application Programming Interface) which obeys individual security privileges.

No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.Lesson 6: 6. .0 Client/Server Features 106 © 2007 All rights reserved.

No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.Lesson 6: 6. 107 .0 Client/Server Features © 2007 All rights reserved.

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