Primavera Version 6.

0 Course 102
Dubai Industrial City

Ali Ammar,

CAPM

Topics
Introduction to Primavera The Project Management Life Cycle Data, Navigating, and Layouts Enterprise Project Structure Creating a Project Creating a Work Breakdown Structure Adding Activities

continued...

Topics

(cont.)

Creating Relationships Scheduling Assigning Constraints Maintaining the Project Documents Library Formatting Schedule Data Roles and Resources Assigning Roles

continued...

Topics

(cont.)

Assigning Resources and Costs Analyzing Resources Optimizing the Project Plan Baselining the Project Plan Project Execution and Control Reporting Performance Project Web Site

Introduction to Primavera
Lesson 1

1

Lesson Objectives
 Describe Primavera tools  Explain the difference between enterprise and project-specific data

Lesson 1

1

Introduction to Primavera
 Primavera provides multi-project, multi-user tools for enterprise-wide project management, providing comprehensive information on all projects in the enterprise, from executive-level summaries to detailed work assignments for each team member.  Primavera is an integrated solution with Webenabled, client/server, and desktop software that provides role-specific tools to satisfy each team member’s needs, responsibilities and skills.  Primavera is an enterprise-wide solution.
 Works identically in single- and multi-project modes.  Scalable client/server architecture.  Relational databases (Oracle, SQL Server and MSDE).
2

Lesson 1

Primavera Modules Lesson 1 3 .

monitoring. Lesson 1 3 . and controlling projects.)  Use for planning.Primavera Tools  Project Management (cont.  Store and manage projects in a central location.

and improve reusable components for building future project plans. and organizational standards in the form of project templates.  Create. capture. lessons learned. and estimation metrics. Lesson 1 3 .)  An integrated process improvement platform for delivering best practices. organize. work product templates.Primavera Tools  Methodology Management (cont.

 Team members see all supporting information they need to coordinate and perform their work while communicating directly with the central database.)  Enables Web-based timekeeping and communication.Primavera Tools  Timesheets (cont. Lesson 1 4 .

status. Web-based collaboration. and schedule projects using Web browser. It also enables enterprise-wide.) (Portfolio. manage.Primavera Tools  P6 Web / MyPrimavera  (cont. and portfolio manager. resource manager.  Users can create. Resource Management and Collaboration)  Interface for project managers who require Webenabled project management functionality. Project. Lesson 1 4 .  Tool is divided into menus based on specific functionality and data access for the different roles that exist on a project team: project manager.

Enterprise and Project-Specific Data  A project consists of a combination of enterprise and project-specific data. Lesson 1 5 .

Enterprise and Project-Specific Data (cont.)
 Enterprise Data  Enterprise data provides the global structure needed to manage multiple projects. It is available to all projects across the organization and provides the structure necessary for centralized project and resource management.  Examples of centralized project management include:
 Project structure  Project codes  Admin categories and preferences

Lesson 1

 Examples of centralized resource management include:
 Resources  Cost accounts  Resource codes
5

Enterprise Data
Project Structure OBS

Admin categories & preferences

Resource codes

Lesson 1

Project codes Roles Cost accounts Resources 5

Enterprise and Project-Specific Data (cont.)
 Project-Specific Data  Project-specific data is only available to the project in which it is defined.
          Dates Work Breakdown Structure (WBS) Activities Activity relationships Baselines Expenses Risks Thresholds and Issues Work Products & Documents Project Web Site
6

Lesson 1

Thresholds & Issues

Activities AS AS EF ES

Project-Specific Data
EF EF Baseline/Target

Dates

Work Products & Documents

Lesson 1

WBS

Expenses

Risks

Project Web Site

6

Enterprise and Project-Specific Data (cont.)
 Enterprise/Project-Specific Data  The following types of data are enterprise, as well as project-specific:
 Calendars  Reports  Activity codes

 System administrators define enterprise data. Project managers define project-specific data to further control their projects.

Lesson 1

7

Enterprise/ProjectSpecific Data

Lesson 1

2000

Calendars Reports

Activity Codes 7

The Project Management Life Cycle
Lesson 2

9

Lesson Objectives  Review the relationship between Primavera and the project management life cycle  Identify the five process groups in the Project Management life cycle Lesson 2 9 .

Initiating p c ro ess group Planning p c ro ess group E xecuting p c ro ess group Lesson 2 Controlling p c ro ess group Closing p c ro ess group 10 . and staffing restrictions.Project Management Life Cycle  Project Management is the process of achieving set goals within the constraints of time. budget.

Project Management Life Cycle (continued) Project information Initiating process Organization commitment Te a m development Scope definition Activity definition Planning process Schedule development Resource and cost planning Project plan development Ye s Information distribution Executing process Project plan execution Performance reporting No Controlling process Are there changes? No Project complete? Ye s Project closeout Lesson 2 Closing process Administrative closeout Project completion 11 .

Initiating Process Group  Steps in the Initiating process group include:  Define templates and workflow for initiation request.  Initiate request.  Obtain organizational commitment. Lesson 2 12 .

Planning Process Group  Steps in the Planning process group include:       Establish project objectives and scope of work. Lesson 2 13 . Define the work. Determine the timing. Establish a cost budget. optimize. Establish resource requirements/availability. and create baseline plan. Evaluate.

 Track work in progress and actual costs.Executing Process Group  Steps in the Executing process group include:  Distribute information. Lesson 2 14 .

Modify the current project with realistic data. Re-forecast the schedule. Recommend necessary action.Controlling Process Group  Steps in the Controlling process group include:      Analyze and evaluate the project. Lesson 2 15 . Communicate project performance to the project team.

Lesson 2 16 . Determine if project can be used as a methodology.Closing Process Group  Steps in the Closing process group include:     Document lessons learned. Back-up or archive project files. Deliver product to client or stakeholders.

Data. and Layouts Lesson 3 17 . Navigating.

Lesson Objectives  Describe enterprise and project-specific data  Log in  Open an existing project  Navigate in the Home window and Activities window  Open an existing layout  Customize a layout  Save a layout Lesson 3 17 .

Enterprise and Project-Specific Data  Before logging in to Primavera. Lesson 3 18 . it is important to understand that a project consists of a combination of enterprise data and projectspecific data.

Enterprise and Project-Specific Data (cont.)  Enterprise Data  Enterprise data provides the global structure needed to manage multiple projects. It is available to all projects across the organization and provides the structure necessary for centralized project and resource management. Enterprise data is usually defined and maintained by a system administrator. Lesson 3 18 .

Enterprise and Project-Specific Data (cont.)  Enterprise Data  Examples of enterprise data:       Enterprise Project Structure (EPS) Project codes Resource codes Admin categories and preferences Resources Cost accounts Lesson 3 18 .

)  Project-Specific Data  Project-specific data is only available to the project in which it is defined.Enterprise and Project-Specific Data (cont. Project managers define projectspecific data to further control their projects.           Dates Work Breakdown Structure (WBS) Activities Activity relationships Baselines Expenses Risks Thresholds and issues Work products and documents Project Web site 19 Lesson 3 .

Enterprise and Project-Specific Data (cont.)  Enterprise/Project-Specific Data  The following types of data are enterprise as well as project-specific:  Calendars  Reports  Activity codes Lesson 3 20 .

contact your system administrator. Lesson 3 21 . If you do not know your Login Name/Password.Logging In  Type a valid Login Name and Password to log in to Primavera.

Numbers in the table correspond to those in the screenshot. Lesson 3 22 . It provides quick access to enterprise data and project data. Click an item in the Directory bar to access it. Each window provides specific functionality to help you manage projects.  To the left of the Home window is the Directory bar.Home Window  The Home window is the starting point for navigation. which lists the 12 windows within Primavera.  The table below lists key navigation items in the Home window.

Lesson 3 22 . Directory bar 4. and current baseline. and open Help. Click to display Primavera windows. Displays user's Login Name. Status bar Displays current application and name of open projects. Title bar 2. Click to perform functions in Primavera. data date of open projects. Move between open windows. access mode. Menu bar 3. Navigation bar 5.Home Window Item Functionality 1. toggle the Directory bar.

Lesson 3 23 . display and hide the Directory bar. return to the Home window. and to access Help for the current window. Navigation Bar.  The Navigation bar.Navigation Bar  Use the Navigation bar to move back and forward to previously accessed windows. can be toggled on/off in the View menu by clicking Toolbars. which is turned on by default.

 All projects under the node are opened.Opening an Existing Project  The Open Project dialog box lists all the projects you have access to open.  Press Control-click to select more than one project.  Open multiple projects under different nodes. Lesson 3 24 .

This is the default setting. and change data.You can view data but cannot input or change data. Other users can access these projects in Read Only mode.Opening an Existing Project (cont.Multiple users can view.The current user is the only user who can edit data on these projects. input.  Read Only .  Exclusive .)  Access Modes  You have the option to select an access mode prior to opening a project:  Shared . Lesson 3 25 .

Lesson 3 26 . The table below lists key navigation items in the Activities window. Numbers in the table correspond to those in the screenshot.Opening an Existing Project (cont.)  Activities Window  The Activities window is used to create. and edit activities for open projects. view.

Activity Table 3. Command bar 5. Layout Options bar Displays icons that allow you to change look of layout. Toolbar 2. Provides graphical display of activity progress over time. Displays menu of available options for Activities window. Gantt Chart 4.Activities Window Item Functionality 1. 26 . Displays activity information in spreadsheet format. Vertical Split bar Drag bar to hide/show more information in each pane. Lesson 3 6. Displays options for adding or removing activity data.

Activity Details Hide or show more information in top/bottom layouts. Lesson 3 26 . Horizontal Split bar 8. View/edit detailed information for selected activity.Activities Window Item Functionality (cont.) 7.

WBS. and Tracking windows. combining all the visual elements that appear on the screen.Layouts  A layout is a customizable view of information. Layouts are available in the Projects. Resource Assignments. Lesson 3 27 . Activities.

Layouts (cont.  Choose one of the following to show on top:     Activity Table Gantt Chart Activity Usage Spreadsheet Activity Network Lesson 3 27 .)  Activity Layouts  The Activities window provides the option of viewing data in top/bottom layouts.

Layouts  Activity Layouts (cont.)  Choose one of the following to show on bottom:         Activity Details Activity Table Gantt Chart Activity Usage Spreadsheet Resource Usage Spreadsheet Activity Usage Profile Resource Usage Profile Trace Logic Lesson 3 27 .

which displays the layout and closes the Open Layout dialog box. you can click either Apply or Open.Displays layout but keeps Open Layout dialog box open.Displays layout and closes Open Layout dialog box.  After selecting a layout. or use global layouts provided by your company. 28 .Layouts (cont.)  Opening an Existing Activity Layout  A variety of layouts are available to present activity data from different perspectives.  Open . You can create user-specific layouts and project-specific layouts. Lesson 3  You will select a different layout and then click Open.  Apply .

Provides a graphical display of activity progress over the duration of the project.  The Gantt Chart is divided into two sections: Activity Table and Bar Area:  Activity Table . Lesson 3 30 .Displays activity data in columns.)  Gantt Chart  The Classic WBS Layout displays a Gantt Chart in the top layout and Activity Details in the bottom layout.Layouts (cont.  Bar Area .

Use this type of layout to review per period and rolled up activity resource/cost data. or earned value data by activity over time.  You can customize the timescale of the Activity Usage Spreadsheet: Lesson 3 31 . cost.Layouts (cont.)  Activity Usage Spreadsheet  The Activity Usage Spreadsheet displays unit.

Displays the WBS hierarchy. Lesson 3 32 .Layouts (cont.)  Activity Network  Use the Activity Network to view the relationships between activities and the logical flow of the activities in the project:  Left pane .  Right pane .Shows a graphical display of activities and their relationships.

Lesson 3 33 .Layouts (cont.  You can display the Activity Table on the entire screen if you want to analyze data solely in a tabular format. You also can modify the columns displayed in the Activity Table to meet your needs.)  Activity Table  The Activity Table enables you to see project data in spreadsheet format.

 The Layout Options bar is the centralized menu for layout customization.  The following is a list of layout elements that are customizable:         Bars Columns Timescale Table font and colors Row height Filters Activity grouping and sorting Top/bottom layouts 34 Lesson 3 .Customizing a Layout  The Activities window can be customized and saved as a layout. Saving layouts for future use allows you to quickly retrieve information.

Move highlighted data items to the other section.  Double arrows .)  Selecting Columns  The Columns dialog box enables you to select columns to display in the Activity Table and specify the order in which they appear:  Available Options section .Lists data items in groups or in list.  Up/down arrows .Customizing a Layout (cont. 35 .Lists items you have chosen to display.Move all data items to the other section. Lesson 3  Click Edit Column to edit the selected item's title and choose its alignment in the display.Configure the order of the data items.  Selected Options section .  Single arrows .

Lesson 3 36 .Customizing a Layout (cont.)  Using Hint Help in Columns Dialog Box  You can use Hint Help to view a definition for any data item in the column list.

Displaying Activity Details  Activity Details displays detailed information for the activity highlighted in the Activity Table or Activity Network. Lesson 3 37 .

)  Selecting Details Tabs  The tabs displayed in Activity Details can be customized.Displaying Activity Details (cont. Lesson 3 38 .

Assignments. or Tracking windows:  Layout. Use the Save Layout dialog box to save a layout in the Activities. Projects. Save As .All licensed users will have access to the layout (Global).  All Users .Only the user creating the layout will have access to it in the future.  Layout. that the current user will not have access to the layout.  Current User . Save . however.Prompts you to save the layout with a new name.Saves changes to the existing layout. Lesson 3 39 .A specified user will have access to the layout.Saving Layouts  Layouts can be saved and shared with other users to facilitate project communication.  Another User . Note. WBS.

Saving Layouts (cont.Apply the layout to any project that is currently open in Primavera. After a project-specific layout is saved. Though projectspecific layouts can be applied to multiple projects. you can only select one project at a time in the Layout Save As dialog box. it can be viewed in the Project band in the Open Layout dialog box. Project-specific layout offers two advantages: Lesson 3 39 .)  Project .

Closing the project takes you back to the Home window.Closing a Project   Close the project when you are finished working with it. You are prompted to verify that you want to close the project. Lesson 3 41 .

) Lesson 3  The Home window is a starting point for navigating in Primavera.  A project consists of enterprise and project-specific data.  View activity data in the Activities window and customize the top and bottom layouts. or Exclusive mode. to display the Directory bar. Shared.  Use the Navigation bar for quick access to Help.  Choose to open a project in Read Only. You can customize layouts by selecting columns and by specifying top/bottom layouts.  Use layouts to easily view data specific to your needs. 42 . and to move forward and backward to previously accessed windows.Closing a Project  Key Concepts (cont.

Lesson 3 42 .Closing a Project  Key Concepts (cont.)  Activity Details. displays detailed information for the activity highlighted in the Activity Table or Activity Network. arranged in tabs.

Enterprise Project Structure Lesson 4 43 .

Lesson Objectives  Describe the components that comprise the Enterprise Project Structure  View the EPS Lesson 4 43 .

 Each node can contain an unlimited number of projects.  Each root in the EPS can be subdivided into many nodes.  Placement of a project in the hierarchy determines the summary level in which it is included. Lesson 4 44 .  All projects must be included in a node.  The EPS is made of roots and nodes.  Projects always represent the lowest level of the hierarchy.Enterprise Project Structure  The Enterprise Project Structure (EPS) is a hierarchy used to organize projects.  Nodes represent different levels within the structure.

Enterprise Project Structure Level 1 Lesson 4 Level 2 42 .

Identifies the selected EPS node.  The three fields to enter when adding an EPS node are:  EPS ID .Opening the EPS  You can use the Enterprise Project Structure dialog box to define the EPS.Description of the selected EPS node. Lesson 4 45 .  EPS Name .Use this field to select an OBS (Organizational Breakdown Structure) element to associate with the selected level of the EPS.  Responsible Manager .

Lesson 4  View resource allocation across projects. For example.  A node can be opened to view all detailed activity information from the "member" projects.Benefits of the EPS  The EPS offers many benefits. Tim Harris can view only the Construction node and its children. 46 .  Manage projects separately while retaining the ability to roll up and summarize data across multiple projects. including the ability to:  View project priorities. scope. budgets. rolling up all "child" nodes and projects. and resources across the entire project structure or within a specific node.  Each node acts as a master project.  Assign security at any level of the project structure to provide users with appropriate access to project information.

Each node represents a level in the project structure that can hold another node or a project.  The EPS enables you to view project data across the entire project structure or within a specific node.  In the EPS. Lesson 4 47 . Projects represent the lowest level of the hierarchy. the root is the top level and can be subdivided into nodes.Key Concepts  The EPS is a hierarchy that represents the management and organization of projects in your company.

Creating a Project
Lesson 5

49

Lesson Objectives
 Create a project  Navigate in the Projects window  View and modify information in Project Details

Lesson 5

49

Creating a Project
 A project can be created using a variety of methods:
 Create a New Project wizard:
        Create the project. Create the Work Breakdown Structure (WBS). Add activities. Assign resources and costs. Create the project from a methodology (template). Review and adjust the WBS. Review and adjust activities. Assign resources and costs.

 Project Architect:

Lesson 5

50

Creating a Project
 Import a file:
   

(cont.)

Import a project using the following file formats: Review and adjust the WBS. Review and adjust activities. Assign resources and costs.

 Copy/paste:
 Select elements of an existing project you want to copy to a new project.

Lesson 5

50

Create a New Project Wizard

The Create a New Project wizard can assist you in creating a project.

Lesson 5

51

Create a New Project Wizard

(cont.)

 Entering Project Name  The name of the project is Office Building Addition. You can shorten the name to create the Project ID, BLDG.
 Project ID - Type a unique ID in this field.  Project Name - Type a new name in this field. (The Project Name field does not require a unique name.)

Lesson 5

52

Create a New Project Wizard

(cont.)

 Entering Project Start and End Dates  Use the calendar to select Planned Start and Must Finish By dates for the project.  The Must Finish By field is not mandatory. You can assign a project Must Finish By date at any point in the project life cycle in the Dates tab in Project Details.  To navigate in the calendar:

Lesson 5

 When you launch the calendar, the current month/year is displayed. To navigate to a different year, click the Month/Year section in the calendar, and then use arrows to scroll to the desired year.  Click the desired month and date, and then click Select.

53

Create a New Project Wizard

(cont.)

Lesson 5

 Entering Responsible Manager  The Responsible Manager, selected from the Organization Breakdown Structure (OBS), is the individual responsible for the work.  The OBS is a hierarchical arrangement of an organization's project management structure, either as roles or individuals. The OBS can be configured to represent a detailed organizational breakdown (with employee names) or a more general framework where departments, teams, or types of responsibility are modeled in the structure.
54

Create a New Project Wizard

(cont.)

 Selecting Assignment Rate Type  Specify the Assignment Rate Type for new resource assignments. The default rate type determines which price/unit is set on a resource assignment. Values in the Rate Type drop-down list reflect rate types defined in the Rate Types tab in Admin Preferences.

Lesson 5

55

Create a New Project Wizard

(cont.)

 Running Project Architect  Project Architect helps you to create a project from an existing methodology or project template. You will create the Office Building Addition project anew, without the use of a methodology.

Lesson 5

56

Projects Window
 The project has been created and opened.  To view high-level information about the project, navigate to the Projects window, which displays the projects within the EPS that you can access. You can also:
 Open, create, and save project layouts.  Group projects by the Enterprise Project Structure, project codes, or other project-related items.  Filter projects.  Modify column data.

Lesson 5

 The table below lists key navigation items in the Projects window. Numbers in the table correspond to those in the screenshot.
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Project Details
 Project Details is located in the bottom layout of the Projects window. It can be used to define the project properties and defaults that are applied to the selected project.

Lesson 5

59

Project Details

(cont.)

 General Tab  The General tab enables you to view or modify general information about the selected project. Project ID, Project Name, and Responsible Manager can be set when you create the project, or you can change them here. The remaining fields are set by default.  Fields in the General tab:

Lesson 5

 Project ID - Short, unique identifier for the project.  Project Name - Name of the project.

60

Project Details
 General Tab

(cont.)

 Status - Indicates project status based on the table below:

Status

Indicates project is ...

Planned Active

Being analyzed before establishing permanent plan. Currently being worked on. Completed or on hold. Used as test scenario.

Lesson 5

Inactive What-if

60

Individual.Indicates whether the project is checked in or checked out. based on its importance to the organization.) Lesson 5  Responsible Manager .  Leveling Priority . selected from the OBS.  Check-out Status . the default is Medium.User-defined rank of the project against all other projects. the default is 10. The highest rank is 1.Project Details  General Tab (cont. and report on projects within the project structure. 60 . You can enter a value between 1 and 100. filter. who is responsible for the project.Indicates the overall risk in performing the project. You can use the risk level to organize. You can enter a value between Very High and Very Low.  Risk Level .

)  Checked Out By . Lesson 5 60 .Displays the project's Web site address.  Project Web Site URL .  Date Checked Out .Displays the user that checked out the project.Project Details  General Tab (cont.Indicates the date and time the user checked out the project.

 Fields in the Dates tab: Planned Start . Finish .  Actual Start and Actual Finish .     Lesson 5 61 . Must Finish By . The Planned Start and Must Finish By dates can be set when you create the project. or you can change them here.Non-editable field indicating the latest early finish date calculated when the project was last scheduled.Date used as the starting point for schedule calculations.Non-editable field indicating the actual start and finish dates of the project.)  Dates Tab  The Dates tab enables you to edit date information for the selected project.Project Details (cont.Date indicating the desired project end date. Data Date .Planned start date of the project.

Expected dates that can be entered while planning the project at a high level.Project Details  Dates Tab (cont.)  Anticipated Start and Anticipated Finish . Lesson 5 61 .

view.User-defined description of the selected topic. Lesson 5 62 . including formatting text.)  Notebook Tab  The Notebook tab enables you to write.  Detail . core requirements. copying. or other project-specific details. pasting. You can use HTML editing features.List of topics assigned to the selected node/project. or edit project notes such as the project's purpose.  Fields in the Notebook tab:  Notebook Topic . and adding hyperlinks. inserting pictures.Project Details (cont.

Lesson 5 64 . such as location or division.  Unlimited hierarchical project codes are supported.Project Details (cont.  Allows for summarization of large amounts of information across projects.  Project codes allow you to group the projects in the EPS to specific categories.)  Codes Tab  The Codes tab enables you to assign project code values to the selected project.

you will type ahead to find the project code value Comm-Commercial. as you type.Project Details (cont.)  Type Ahead and Search in Dialog Boxes  The Search field in dialog boxes throughout Primavera offers a faster alternative to scrolling through a long list of values:  Search .  Type ahead . 65 .Type in the Search field and. Lesson 5  Below.Type in the Search field and then press Enter to search for a value. values that match begin with the letters you have typed are displayed in the dialog box.

)  Defaults Tab  The Defaults tab is divided into two sections:  Defaults for New Activities .Project Details (cont.  Auto-numbering Defaults . Lesson 5 66 . Note that changing these settings will not affect existing activities.Indicates the settings that will be used when new activities are added to the project.  When the Increment Activity ID based on selected activity field is marked.Sets how new activities will be numbered in your project. the prefix or suffix of the selected activity is applied to the activity that is being added.

Project Details (cont. This numbering structure relates activities to the project. which is especially helpful when viewing activities from different projects. etc. the first activity ID will be numbered BA1000. When adding activities. you will set the prefix to BA.) Lesson 5  Defaults Tab  For the activities in the Office Building Addition project. and verify the suffix as 1000 and the increment as 10. 66 . the second activity ID will be BA1010.

 Project Settings .  Define Critical Activities . identifies the month in which the fiscal year begins.Sets the character used to separate WBS levels.Identifies the date and the level to which the project was last summarized.)  Settings Tab  The Settings tab consists of three sections:  Summarized Data .Identifies which activities are displayed as critical. Lesson 5 67 .Project Details (cont. either longest path or a value of Total Float. and specifies the baseline used in earned value calculations.

the application does not estimate actuals and the actual fields remain blank unless you specify values.Mark to calculate actual units and costs as Actual (units or costs) = Budgeted (units or costs) * Duration % Complete  Primavera performs these calculations whenever you update the Duration % complete. Lesson 5 68 .)  Calculations Tab  Use this tab to specify how to calculate cost and resource use when you update activities.  Values you specify override the application's calculated values. Two fields of note:  Recalculate Actual Units and Cost when Duration % Complete Changes .Project Details (cont. If you clear the checkbox.

)  Link Actual and Actual This Period Units and Cost Mark this checkbox to recalculate actual or actual this period units and costs when one of these values is updated. This option is selected by default. Lesson 5 68 .Project Details  Calculations Tab (cont.

 Use Project Details tabs in the Projects window to define default settings and properties for the selected project. import a file. use the Projects window to view high-level information for projects you can access. such as the anticipated start and finish dates.  Once the project is created.) Lesson 5  You can create a project with the New Project wizard.Project Details  Key Concepts (cont. 69 . copy an existing file. or use Project Architect to create a project from an existing template.

Creating a Work Breakdown Structure Lesson 6 71 .

Lesson Objectives  Define a Work Breakdown Structure  Create multiple levels of a WBS hierarchy Lesson 6 71 .

Work Breakdown Structure  The Work Breakdown Structure (WBS) is a hierarchical arrangement of the products and services produced during. a project. 72 . It enables you to divide a project into meaningful and logical pieces for the purpose of planning and control.  The root level of the WBS is equal to the Project ID and Project Name. and by. Lesson 6  Elements within the WBS have a child/parent relationship.  Each project has a unique WBS hierarchy. which means that you can roll up and summarize information from the lower levels.

1 WBS.1.1.1 WBS.2 WBS.Work Breakdown Structure Root / Level 1 Project A/ WBS Level 2 WBS.3 Level 3 WBS.2 WBS.1.3 Lesson 6 71 .

Course Scenario Office Building Addition Design and Engineering Foundation Structure Mechanicals Exterior Finishes Interior Finishes Elevator HVAC Course Scenario Plumbing and Electrical Plumbing and Lighting Fixtures Floor and Carpet Carpentry Paint Brick Roof Doors and Windows 68 .

Lesson 6 73 .Viewing WBS Elements  When a project is created. a root level WBS element is added with the same ID and name as the project.

 When you create a new WBS element.  If you add a WBS element to the wrong level or in the wrong order. when the WBS element you create. This is illustrated below. it is indented as a "child" of the WBS element that is currently selected. inherits the responsible manager of its parent. you can use the indentation keys located on the Command bar to adjust the structure of the WBS hierarchy. Mechanicals. Lesson 6 74 .  The "child" WBS inherits attributes from the "parent" WBS.Creating the WBS Hierarchy  WBS elements added to the root level element are automatically indented to form the second level of the hierarchy. Elevator.

 Right-click in the WBS window and click Expand All or Collapse All to expand or collapse elements of the WBS.Creating the WBS Hierarchy (cont. Lesson 6 77 .)  You can determine the level that WBS elements group to by right-clicking in the WBS window and choosing Collapse To.

 The highest level of the WBS is the project. Use the indentation keys to form various levels in the WBS. Lesson 6 80 .Key Concepts  The Work Breakdown Structure is a hierarchical arrangement of the products and services produced during and by a project. and the lowest level consists of the individual activities required for the deliverables.  Create the WBS in the Work Breakdown Structure window.

Adding Activities Lesson 7 81 .

Lesson Objectives  Describe an activity and its components  Describe activity types  Add activities  Add a Notebook topic to an activity  Add steps to an activity  Assign activity codes to activities Lesson 7 81 .

 Also known as a task. or work package. event. They are the lowest level of a WBS and the smallest subdivision of work that directly concerns the project manager. Lesson 7 82 .  Contains all information about the work to be performed.Activities  Activities are the fundamental work elements of a project. item.  Most detailed work unit tracked in a project schedule.

Activity Components Lesson 7 82 .

Lesson 7 83 . In the Edit menu. perform one of the following actions:     In the Command bar. view. Press Insert on the keyboard. Right-click and click Add. click Add. and modify activities for the selected project. click Add. To add an activity to a project.Adding Activities  Use the Activities window to create.

you can disable the wizard in User Preferences and manually add activities to the project. Lesson 7 84 .The New Activity Wizard  The New Activity wizard walks you through the process of adding an activity. Once you become familiar with the process.

The New Activity wizard appears only when you click Add in the Command bar. you can click Add in the Command bar to add new activities.  Type a unique Activity ID and Activity Name.Adding Activities via Activity Wizard  While in the Activities window. Lesson 7 85 . for each activity that you add. You will assign the activity to the Design and Engineering WBS element.

)  Assigning Activity Type  Activity Type controls how an activity's duration dates are calculated.       Start Milestone Finish Milestone Task Dependent Resource Dependent Level of Effort WBS Summary Lesson 7 87 .  Select the Activity Type according to the activity's function in the project and the calendar that should be used for the activity during scheduling.Adding Activities via Activity Wizard (cont.

 You cannot assign roles.  Only has a start date. work products.This type is typically used to mark the beginning of a phase or to communicate project deliverables.)  Activity Type:  Start Milestone .  You can assign constraints. steps.Adding Activities via Activity Wizard (cont. expenses. Lesson 7 87 . and documents.  Zero-duration activity.  You can assign a primary resource.

 Only has a finish date.  You can assign a primary resource. work products.  You cannot assign roles. steps.  You can assign constraints.  Zero-duration activity.)  Activity Type:  Finish Milestone . expenses. and documents.Adding Activities via Activity Wizard (cont. Lesson 7 87 .This type is typically used to mark the end of a phase or to communicate project deliverables.

 Duration is determined by the assigned calendar's workweek. regardless of the assigned resources' availability.)  Activity Type:  Task Dependent . Lesson 7 87 .This type is typically used when the work needs to be accomplished in a given time frame.  The activity's resources are scheduled to work according to the activity calendar.Adding Activities via Activity Wizard (cont.

Activity Calendar Resource Calendar 1 Resource Calendar 2 Resource Calendar 3 Task Dependent Monday Tuesday Wednesday Thursday Friday X X Lesson 7 2 Day (X) Activity .Example of how Primavera calculates the duration when activity type is task dependent.

This type is typically used when multiple resources assigned to the same activity can work independently.)  Activity Type:  Resource Dependent .  The activity's resources are scheduled according to the individual resource's calendar.  Duration is determined by the availability of the resources assigned to work on the activity. Lesson 7 87 .Adding Activities via Activity Wizard (cont.

Example of how Primavera calculates the duration when activity type is resource dependent. Activity Calendar Resource Calendar 1 Resource Calendar 2 Resource Calendar 3 Task Dependent Resource Dependent Monday Tuesday Wednesday Thursday Friday X X X X X Lesson 7 2 Day (X) Activity .

 You cannot assign constraints. Lesson 7 88 .This type is typically used for ongoing tasks dependent on other activities.  Examples include clerical work.Adding Activities via Activity Wizard (cont. a security guard and meetings.  Duration is determined by its predecessor and successor activities. and its assigned calendar. (Constraints are discussed in a future lesson).)  Assigning Activity Type  Level of Effort .

Lesson 7 88 .  The WBS summary activity duration is calculated based on its assigned calendar.)  Assigning Activity Type  WBS Summary .Adding Activities via Activity Wizard (cont.This type is used to summarize a WBS level.  The WBS summary activity comprises a group of activities that share a common WBS level.  You cannot assign constraints to WBS summary activities.  The dates calculated on a WBS summary activity are based on the earliest start date of the activities in the group and the latest finish date of these activities.

Lesson 7 89 .Adding Activities via Activity Wizard (cont.)  Completing the New Activity Wizard  You have just added your first activity. You will not use the wizard to help you create additional activities.

Lesson 7 90 . and then enter additional information about the activity. or select an existing activity in the WBS band. first select either the WBS band in which the activity will reside.Adding an Activity via Activity Details  You can use the Activity Details tabs to add an activity. When adding an activity.

Adding an Activity via Activity Details (cont. discussed earlier in this lesson.)  General Tab  Use the General tab to assign basic information about the activity. including Activity Type. Lesson 7 91 .

labor and nonlabor units and costs.Adding an Activity via Activity Details (cont.)  Status Tab  Use the Status tab to define the selected activity's duration. and material costs. Start and Finish dates. You can also use the Status tab to view the selected activity's float. Lesson 7 92 . actuals. constraint. and completion percentages.

Adding an Activity via Activity Details (cont. Notebook topics are typically instructions or descriptions that further describe the activity according to specific categories of information. Lesson 7 93 .)  Notebook Tab  The Notebook tab enables you to assign notes to an activity.

Adding an Activity via Columns  You can use the columns in the Activity Table to add an activity and then enter additional information about it. Lesson 7 94 .

steps provide a list of procedures required to complete the activity and provide extra guidance to resources assigned to the activity. 97 .  Steps do not have duration estimates or dates.  Steps can be marked completed in Primavera and by the primary resource in timesheets. Often. Lesson 7  The Review and Approve Designs activity can be broken down into two steps.  Each step can have an additional explanation in the text area on the right side of the Steps tab.  Assign an unlimited number of steps per activity.Adding Steps to an Activity  Activity steps allow you create a checklist for the activity. and then track the completion of each step.

Lesson 7 99 .  If a commonly used step or set of steps have already been defined for an activity.Step Templates  Activity step templates enable you to define a group of steps common to multiple activities and then assign the step template to activities. you can convert the steps to a template.

Examples of activity codes include Phase. Area.Activity Codes  Activity codes enable you to classify and categorize activities according to your organizational and project needs.  You can use activity codes to view and roll up activities in the Activity Table. and Division. and select and summarize activities. Site. organize a layout by grouping activities into specific categories. build reports in the Report wizard or Report Editor. Lesson 7 100 .

Lesson 7 100 . project-specific requirements.Available to all activities within the EPS node and its children.Activity Codes (cont.  EPS-level .  Project-level .  Filter and organize activities based on unique.Available to all activities in the database.  Organize activities within a project or across a portion of the EPS.  Create an unlimited number of global-level activity codes.  Organize activities within a project or across the project structure.)  Activity codes can be defined in three levels:  Global-level .  Create up to 500 activity codes per project.Available to activities only in the project in which the code is created.  Create an unlimited number of EPS-level activity codes.

Type Can be assigned to Number Globallevel Activities in all projects Unlimited Unlimited 500 Lesson 7 EPS-level Activities within EPS in which code was created. and EPS children Projectlevel Activities in project in which code was created 100 .) Each activity code (global. and project) may contain an unlimited number of activity code values. which can be organized in a hierarchy.Activity Codes  (cont. EPS.

 Add a column for the activity code in the Activity Table.  Use the Codes tab in Activity Details. Lesson 7 100 .Activity Codes (cont.)  Assigning Activity Codes to an Activity  Assign activity code values in the Activities window.

)  Assigning Activity Codes to Multiple Activities  Use the Command bar to assign an activity code to multiple activities.Activity Codes (cont. Lesson 7 102 .

Calendar assignments are used to schedule activities and level resources. Lesson 7 103 .  An unlimited number of calendars can be created.Calendar Assignments  Calendars can be created and assigned to each activity and resource.  The Activity Type determines whether the activity calendar or resource calendar is used during scheduling.

 Resource calendar  Contains separate calendars for each resource.  Available for all resources and activities in the database. 103 .  Project calendar Lesson 7  Contains a separate pool of calendars for each project.)  Contains calendars that can be used by all projects in the database.Calendar Assignments  Calendar Types  There are three calendar types:  Global calendar (cont.  Available for the current project only.

You will view the available calendars on the Design Building Addition activity. Lesson 7 104 .Calendar Assignments (cont.  For example.)  Calendar Assignments  Use the Select Activity Calendar dialog box to select the calendar that is used for an activity in the project. the default calendar assigned to all activities is theStandard 5 Day Workweek. in this project.

Creating Relationships Lesson 8 109 .

Lesson Objectives  Create a network logic diagram  Differentiate between the four relationship types  Create relationships in the Activity Network  Create relationships in Activity Details Lesson 8 109 .

Network Logic Diagram  A network logic diagram is a logical representation of all the activities in a project showing their dependency relationships. Lesson 8 110 .

Lesson 8  Start with either the first activity in the network and enter each successor. 110 .  Predecessor .  Successor .  Lines with arrows connect the boxes and represent the logical relationships between the activities.  A box or rectangle represents an activity.)  Precedence Diagramming Method  Precedence Diagramming Method (PDM) is a technique for creating network logic diagrams. or start with the last activity in the network and enter each predecessor.Controls the start or finish of another activity.Depends on the start or finish of another activity.Network Logic Diagram (cont.

Network Logic Diagram  Precedence Diagramming Method (cont.) Lesson 8 110 .

Start-to-Finish . Start-to-Start (SS) . activity A represents the predecessor and activity B represents the successor. B can start. B can start.When A finishes.     Finish-to-Start (FS) . B can finish.When A starts. Finish-to-Finish (FF) .When A finishes. Lesson 8 111 . In the following diagrams.When A starts. B can finish.Relationship Types  There are four relationship types.

(In the Tools menu.Relationships with Lag  Lag specifies an offset or delay between an activity and its successor.)  There are four calendar options for scheduling lag:     Predecessor activity calendar Successor activity calendar 24-hour calendar Project default calendar Lesson 8 112 . click Schedule.  Lag is scheduled based on the calendar selected in the General tab in Schedule Options dialog box. It can be added to any type of relationship and have a positive or a negative value. and then click Options to access the Schedule Options dialog box.

)  Below are two examples of relationships with lag:  Finish-to-Start with Lag . (FS7 indicates there is a finish-to-start relationship with 7 days of lag.)  Start-to-Start with Lag .The following example shows that the Install Interior Belt Conveyors activity can start five days after the Construct Building Exterior and Structure activity starts.Relationships with Lag (cont.The following example shows that the Construct Building Foundation activity must be finished for seven days before the Construct Building Exterior and Structure activity can start. (SS5 indicates there is a start-to-start relationship with 5 days of lag.) Lesson 8 112 .

Creating Relationships in the Activity Network  The Activity Network is useful when sequencing activities because it displays the activities graphically as you create relationships. Lesson 8 113 .

 The right edge of the activity represents the finish of the activity. Lesson 8 114 .  The left edge of the activity represents the start of the activity.)  Creating a Start-to-Start Relationship  You can create a relationship between activities by clicking and dragging your mouse between the two activities.Creating Relationships in the Activity Network (cont.

including by EPS and by List. Lesson 8 115 . the default relationship type is Finish-to-Start. When creating a relationship in Activity Details. click Group and Sort By to view options.Creating Relationships in Activity Details  You can also use the Relationships tab to create relationships.  Activities in the Assign Successors dialog box can be grouped and sorted in a variety of ways. In the Display Options bar.

Lesson 8 117 .)  Assigning Lag  Although the default relationship type is Finishto-Start with zero days of lag. you can use the columns on the Relationships tab to make adjustments to the relationship type or to assign lag.Creating Relationships in Activity Details (cont.

Lesson 8 118 .Displays the Predecessors and Successors columns.Viewing Relationships in Gantt Chart  You can also view/modify relationships in the Activity Table and Gantt Chart.  Activity Table .

and create logical relationships between the activities. 120 Lesson 8 . and Start-to-Finish. or in the Relationships tab in Activity Details.  You can create relationships in the Activity Network via a graphical display. Finish-to-Finish. Build the diagram using boxes or rectangles that represent activities. specifying the predecessor and successor activity relationships. Start-to-Start. The default relationship type is Finish-to-Start.)  Key Concepts  Use the Precedence Diagramming Method to create a network logic diagram to show the relationships between activities.  There are four relationship types: Finish-to-Start.Viewing Relationships in Gantt Chart (cont.  Use lag to specify a delay between an activity and its successor.

Scheduling Lesson 9 121 .

Lesson Objectives  Perform a forward and backward pass  Describe float and its impact on a schedule  Identify loops and open ends  Calculate a schedule  Analyze the scheduling log report Lesson 9 121 .

Critical Path Method Scheduling  The Critical Path Method (CPM) scheduling technique is utilized to calculate project schedules. CPM uses activity durations and relationships between activities to calculate schedule dates. Lesson 9 122 . This calculation is done in two passes through the activities in a project.

A delay to any of these activities will delay the Finish date of the entire project.  Critical activities are defined by either the total float or the longest path in the project network.  The duration of the activities on the critical path controls the duration of the entire project.)  Critical Path  The critical path is the series of activities that determines a project's completion date.Critical Path Method Scheduling (cont. Lesson 9 122 .

What is the Data Date?  The data date is the date that is utilized as the starting point for schedule calculations. It is the date used to schedule all remaining work.  During the Planning phase the data date should match the project Start date. Lesson 9 123 .

Data Date Line J Schedule F M A Lesson 9 OPN .

)  The forward pass calculates an activity's early dates.Scheduling Concepts  Forward Pass (cont.  Early Start (ES) + Duration .  The calculation begins with the activities without predecessors.1 = Early Finish (EF) Lesson 9 124 .  Early dates are the earliest times an activity can start and finish once its predecessors have been completed.

A 5 ES 1 EF 5 C 15 ES 11 EF 25 B 10 Lesson 9 ES 1 EF 10 Forward pass 124 .

 Late dates are the latest times an activity can start and finish without delaying the end date of the project.  Late Finish (LF) .) Lesson 9  The backward pass calculates an activity's late dates.  For projects without a Must Finish By date.Scheduling Concepts  Backward Pass (cont.Duration + 1 = Late Start (LS) 125 .  The calculation begins with the activities without successors (activity C in the graphic below). activities without successors are assigned a Late Finish equal to the latest calculated Early Finish date (25 in the graphic below).

B a ck w a rd p a ss LS 6 L F 10 A 5 ES 1 EF 5 L S 11 L F 25 C 15 LS 1 L F 10 ES 11 EF 25 Lesson 9 B 10 ES 1 EF 10 125 .

 Activities with zero Total Float are critical. 126 .  The critical path is the series of activities that determines a project's completion date.  The difference between an activity's late dates and early dates.)  The amount of time an activity can slip from its early Start without delaying the project.Scheduling Concepts  Total Float (cont.Early date = Total Float (TF) Lesson 9  An activity's Total Float is automatically calculated each time you schedule the project. Activities B and C are on the critical path in the graphic below. You cannot edit an activity's float values directly.  Late date .

Total Float Positive float ES EF LS LF Zero float (critical) LS LF Positive float ES LS EF LF Lesson 9 Negative Float (extremely critical) Negative float ES EF 126 .

B a ck w a rd p a ss LS 6 LF 10 A 5 ES 1 TF = EF 5 5 h Pat l ic a t Cri LS 11 LF 25 C 15 ES 11 TF = EF 25 LS 1 LF 10 0 B Lesson 9 10 ES 1 TF = EF 10 0 F orw a rd p a ss 127 .

 Used only during the backward pass.Scheduling Concepts (cont.Duration + 1 = Late Start Lesson 9 128 .  Late Finish .)  Backward Pass with Required Finish  One of the most common project scenarios is a required finish date for the project.  Required finish date specifies when the project must finish regardless of the network's duration and logic.

Backward pass LS 1 Critical Activities LF 5 A 5 ES 1 TF =0 EF 5 Must Finish By: Day 20* LS 6 20* LF 25 C 15 LS-4 LF 5 ES 11 EF 25 TF =-5 Lesson 9 B 10 ES 1 EF 10 TF = -5  Which activities are critical based on Total Float? 128 .

Backward pass LS 1 LF 5 A 5 ES 1 TF =0 EF 5 Must Finish By: Day 20* LS 6 20* LF 25 LS-4 h P at est g Lon LF 5 C 15 ES 11 EF 25 TF =-5 Lesson 9 B 10 ES 1 EF 10 TF = -5  Which activities are critical based on Longest Path? 128 .

Scheduling Concepts Circular Relationships (Loops)   (cont. Primavera will not calculate a schedule until the loop is eliminated. A dialog box is displayed listing the activities in the loop  BA1010 BA1020 BA1030 Lesson 9 129 .) Loops indicate circular logic between two activities.

Lesson 9 130 .Activity uses project finish as its Late Finish  Open-ended activities can portray an unrealistic amount of positive total float.)  Open Ends are activities without a predecessor or successor.  No predecessor .  No successor .Activity uses data date as its Early Start.Scheduling Concepts  Open Ends (cont.

10 START 70 FINISH 20 30 50 60 80 90 40 Lesson 9 NOTE: Primavera recommends that each project have only two open ends.Open Ends cont. 130 . the start milestone activity and the finish milestone activity.

10 START Oops! Open ends. What will happen when this network is 130 .Open Ends cont. 70 FINISH 20 30 50 60 80 90 40 Lesson 9 Notice the relationship between activity 30 and 50 is missing. creating two additional open ends.

Lesson 9 131 . Activities are displayed according to their calculated start and finish dates. Critical activities are displayed in red.  After you schedule the project. activity dates are calculated according to durations and logic.txt).Scheduling a Project  When you schedule a project. note the change in the position of activities on the Gantt Chart.  Mark the Log to file checkbox to record scheduling results in a log file (.

including:       Scheduling/leveling settings Statistics Errors Warnings Scheduling/leveling results Exceptions Lesson 9 132 .)  Schedule Log  The Schedule Log records scheduling results.Scheduling a Project (cont.

 BA3060 drives the start of BA3070. This logic tie is called a driving relationship. Lesson 9 133 .  A dashed relationship line indicates a non-driving relationship.  BA3040 and BA3050 do not drive the start of BA3070.  A solid relationship line indicates a driving relationship.Driving Relationships  An activity may have a relationship from a predecessor that determines its Early Start.

 Schedule dates can be calculated based on the critical path.  The data date is used as a starting point when scheduling all remaining work for the project. activities will have a total float that represents the amount of time an activity can be delayed without delaying the project.  After scheduling. activity Early Start and Finish dates are calculated during a forward pass.Key Concepts  After relationship logic has been defined. a series of activities that determine a project's completion date. and the Late Start and Finish dates are calculated during the backward pass.  When scheduling using the Critical Path Method. Lesson 9 139 . schedule the project to determine when the activities will take place.

Lesson 9 139 .Driving Relationships  Key Concepts (cont. results are recorded in a Schedule Log.)  After scheduling.

Assigning Constraints Lesson 10 141 .

Lesson Objectives  Apply an overall deadline to a project  Apply a constraint to an individual activity  Add notebook topics to constrained activities  Describe the available constraint types Lesson 10 141 .

and impose a restriction on the entire project or an individual activity Lesson 10  Constraints are user-imposed.  After applying a constraint. the project must be rescheduled to calculate the new dates.  Use constraints to build a schedule that more accurately reflects the real-world aspects of the project.Constraints  Constraints are imposed restrictions used to reflect project requirements that cannot be built into the logic. provide added control to the project.  Two constraints can be assigned to an activity. 142 .

This means that if the project must finish by the end of day on 1-Nov.  Must be applied in the Dates tab in Project Details.)  Used when an overall project deadline must be met. You will apply a Must Finish By constraint of 02-Nov-10.  By default. Lesson 10  The current Early Finish of Building Addition project is 17-Nov-10.  Forces all activities in the project to finish by the date (and time) specified. 143 . assign a Must Finish By of 02-Nov.Commonly Used Constraints  Must Finish By (cont.  Affects the total float of the entire project.  The next step is to reschedule the project to see the effect of the imposed deadline on the late dates and Total Float in the project plan. the time associated to the Must Finish By date is set to 12:00 am.

Forces the activity to start no earlier than the constraint date Pushes the early start to the constraint date Affects the early dates of its successors LS LF LS LF Lesson 10 A ES * EF ES B EF 145 .Start On or After     Used to set the earliest date an activity can begin.

Start On or After     Used to set the earliest date an activity can begin. Forces the activity to start no earlier than the constraint date Pushes the early start to the constraint date Affects the early dates of its successors LS LF LS LF Lesson 10 A ES ESEF * A EF ES B ESEF B EF 145 .

Commonly Used Constraints (cont.)  Adding Notebook Topic  When a constraint is assigned to an activity. Lesson 10 147 . it is recommended that you add a note to document why the constraint was assigned. You can use the Notebook tab in the Activities window to document these reasons.

Finish On or Before
 

Used to set intermediate completion points Forces the activity to finish no later than the constraint date Pulls the late finish date to the constraint date Affects the late dates of its predecessors

 

Lesson 10

LS

LF

LS

LF *

A
ES EF ES

B
EF
148

Finish On or Before
 

Used to set intermediate completion points Forces the activity to finish no later than the constraint date Pulls the late finish date to the constraint date Affects the late dates of its predecessors

 

Lesson 10

LS

LSLF

LF LS

LS * LF

LF

A
ES

A
EF

B
ES

B
EF
148

Commonly Used Constraints
 Start On

(cont.)

 Forces the activity to start on the constraint date.
 Shifts both Early and Late Start dates.  Delays an Early Start or accelerates a Late Start.  Used to specify dates submitted by contractors or vendors.

Lesson 10

150

Commonly Used Constraints
 Start On or Before
 Forces the activity to start no later than the constraint date.

(cont.)

 Shifts the Late Start to the constraint date.  Affects the late dates of its predecessors.  Used to place a deadline on the start of the activity.

Lesson 10

150

Commonly Used Constraints
 Finish On

(cont.)

 Forces the activity to finish on the constraint date.
 Shifts both Early and Late Finish dates.  Delays an Early Finish or accelerates a Late Finish.  Used to satisfy intermediate project deadlines.

Lesson 10

150

Commonly Used Constraints
 Finish On or After

(cont.)

 Forces the activity to finish no earlier than the constraint date.
 Shifts the Early Finish to the constraint date.  Affects the early dates of its successors.  Used to prevent an activity from finishing too early.

Lesson 10

150

Commonly Used Constraints
 As Late As Possible
 Delays an activity as late as possible without delaying its successors.
 Shifts the early dates as late as possible.  Also called a zero free float constraint.

(cont.)

Lesson 10

150

 Affects late dates of predecessors and early dates of successors.)  Forces early and late dates to be equal to the constraint date. Lesson 10 150 .  May violate network logic.Commonly Used Constraints  Mandatory Start and Finish (cont.

Commonly Used Constraints  Key Concepts (cont.  Use the Start On or After constraint to set the earliest date an activity can begin.  The Must Finish By constraint is used when an overall project deadline must be met.)  Assign constraints to activities and projects to reflect real-world restrictions. Lesson 10 151 .  A maximum of two constraints can be assigned to an activity.

Maintaining the Project Documents Library Lesson 11 153 .

Lesson Objectives  Describe the difference between a work product and a reference document  Create a document record  Link the document record to a project document or work product  Assign the project document to an activity or WBS Lesson 11 153 .

 You can catalog and track project-related documents and deliverables.  Store documents on a network file server or Web site.  Create a link to the actual document file.  Maintain general information about project documents such as version. Lesson 11 154 . Documents are organized hierarchically to enhance categorization. and provide standards and guidelines for performing work on an activity. including links to the actual document files.Project Documents  The Work Products and Documents window enables you to maintain general information about project documents. revision date. and author.

Lesson 11 154 . procedures. Examples: CAD files. design templates.)  Documents can be designated as a work product or reference document:  Work product .  Reference document . and worksheets. testing plans. Examples: guidelines.Includes documents that can be referenced by a project participant to provide standards and guidelines for performing work.Includes project or activity deliverables that will be turned over to the end user or customer.Project Documents (cont. policies. checklists. and blueprints.

To access documents via Primavera. Lesson 11 155 .Creating a Document Record  Documents do not reside in the Primavera database. a document record must be created in the Work Products and Documents window.

Examples include procedure guidelines or project checklists.References can be viewed by all project participants. Examples include invoices. or contracts. purchase orders.)  Files Tab  After you add a document record.  Public Location . Lesson 11 157 . you must establish a link to the document by specifying a file path.Creating a Document Record (cont.References can be viewed only by Primavera client/server application users. including timesheet users. There are two kinds of document location references:  Private Location .

Lesson 11 158 .)  Assigning a Project Document to an Activity  Project documents can be assigned to both WBS elements and activities. during a project's planning phase. For example. you may assign a document to a WBS element.Creating a Document Record (cont. As the details of your project develop. you can assign the same document to activities.

The name of the person who created the selected work product or document.  Author .  Date .Opens the work product or document's file in its native application.The entered Revision Date. 160 Lesson 11 .)  Viewing Document Details  Use the Work Product and Document Details dialog box to view details about and/or open the selected work product or document.The selected work product or document's version number. Fields in the dialog box are summarized below:  Title .The name of the selected work product or document.Creating a Document Record (cont.  Private/Public Location .The selected work product or document's file name.  Version .  Launch Private/Public Location .

A narrative description of the selected work product or document. Lesson 11 160 .Creating a Document Record  Viewing Document Details (cont.)  Description .

Creating a Document Record  Key Concepts (cont. Specifying a public location enables all project participants to view the document. 161 . a document record must be created in the Work Products and Documents window.  After adding a document record. specify its private and/or public location. To access documents via Primavera.  You can designate a document as a work product or reference document and assign it to an activity or WBS element.  Maintain general information of each project document such as version. and author.) Lesson 11  Documents do not reside in the Primavera database. revision date.

Formatting Schedule Data Lesson 12 163 .

Lesson Objectives  Group activities according to a specific criteria  Sort activities  Apply a filter  Create a filter Lesson 12 163 .

Lesson 12  Activities can be grouped by hierarchical fields such as WBS.  Some windows have customized/pre-defined groups.  Activities can be grouped by data fields such as dates. Total Float.  Grouping is available in all windows and most dialog boxes. 164 . and other numeric data. and summarize data for reporting purposes.  You can group data to create customized layouts. view summary bars in the Gantt Chart. costs. You can also use grouping to quickly view subtotal data in the group title bands.  Each window or dialog box has its own grouping options. and project codes.Grouping Data  Grouping is a flexible way to organize data into categories that share a common attribute. activity codes.

Grouping Data (cont.Choose to display or hide the total values for grouping bands. If you mark the Show Group Totals checkbox. Customize layout option.Mark to display a grand total row at the top of the layout. you have the additional options to Show Grand Totals and Show Summaries Only.)  Group and Sort Dialog Box  The Group and Sort dialog box is used to set up the organization of activities on the screen.  Show Summaries Only .  Show Grand Totals . 165 .  Show Group Totals . This setting is available in windows that have the Group and Sort by.Mark to hide the activities within each group title band.Minimize the width of the vertical grouping bands displayed in the Activity Table. Lesson 12  Shrink Vertical Grouping Bands .

Lesson 12  Hide if empty .Lists data items used to group the current display.  Group Interval .Grouping Data  Group and Sort Dialog Box (cont.  Font & Color .Mark to hide the group title bands that do not contain activities.  To Level .Indicates the number of levels to display when grouping by a hierarchical data item.)  Group By .Indicates the interval by which you want to group the selected data item. 165 .Available if the selected data item is hierarchical.  Indent .Displays the font/color for each group title band.

Grouping Data  Group and Sort Dialog Box (cont.Mark to display the name of the field that the layout is grouped by.Mark the checkbox to sort the grouping bands alphabetically rather than their order in their respective hierarchy. 165 .  Show ID/Code .  Show Title . This checkbox is disabled for any grouping that is not hierarchical.Mark the checkbox to display the ID or code value on the grouping band.  Show Name/Description . the value is also displayed.) Lesson 12  Sort Bands Alphabetically .Mark the checkbox to display the name or description on the grouping band.

Grouping Data (cont. Lesson 12 167 .)  Grouping by Date  Grouping a layout by date allows you to identify activities that are scheduled to occur within a particular time period.

Grouping Data (cont. view summary information for the displayed columns. summary bars are displayed to represent the Start/Finish dates in each group band. Lesson 12 168 . This functionality is especially useful if you want to focus on a specific portion of the layout.  In the Gantt Chart.  In the Activity Table.)  Collapsing/Expanding Grouped Data  Collapse group bands to control the level of detail you are viewing.

Lesson 12 169 . you can sort alphabetically. or chronologically.Sorting Activities  Sorting determines the sequence in which activities are listed within each grouping band. Based on the data item you choose. numerically.

Sorting Activities (cont.)  Sorting by a Single Criteria  To sort by a single criteria. click the data item's column title. Lesson 12 169 .

Filtering Activities 1060 A series of statements which determine the activities to be displayed on screen. 1120 1140 1040 1020 1010 1090 1070 1030 1080 1000 1110 Legend 1100 ADMN Lesson 12 PRCH IT SLS FILTER 1110 DEPT = ADMN 1120 .

as is the ability to create user-defined filters of your own.Filtering Activities  A filter is a set of instructions that determines which activities should display on screen. Lesson 12 170 . for example.  Filters enable you to create customized layouts by limiting the number of activities displayed helping you to focus on critical activities.  A set of pre-defined filters is provided.

170 .Filtering Activities  Default  Global  User-defined (cont.  Multiple criteria for selection may be used within a single filter.  Filter specifications can be saved and re-applied.  Filters can be saved as part of a layout.)  Filters are divided into the following groupings: Lesson 12  One or more filters may be applied to a layout at a time.

When more than one filter is marked.Mark to include the activities that meet the criteria of at least one of the selected filters. Lesson 12  Replace activities shown in current layout .Mark to show all activities in the current layout. 171 .)  All Activities .  Any selected filter . you must select one of the following options:  All selected filters .Filtering Activities  Filters Dialog Box (cont.  Show activities that match .Displays only the activities that meet the criteria of each selected filter.  Highlight activities in current layout which match criteria .Highlights only the activities in the current layout that meet the criteria of each selected filter.Mark to include the activities that meet the criteria of each selected filter.

Filtering Activities (cont. you can run the Critical default filter.)  Applying a Default Filter  To view critical activities. Lesson 12 172 .

 You will execute the new filter to display all activities scheduled to occur within the next month. the next month. It displays the activities that are scheduled to occur within a given amount of time . and then save the layout as One Month Lookahead.Creating a Filter  You can create filters based on a single line of criteria or multiple criteria.for example. Lesson 12 173 .  A convenient single-criteria filter to use throughout the life cycle of a project is a lookahead filter.

Lesson 12 175 .Using Multiple Filters  If you cannot achieve your goal with a single filter. you can run two filters simultaneously.

)  Applying the All Activities Filter  To refresh your screen with all activities.Using Multiple Filters (cont. Lesson 12 176 . you can run the All Activities filter.

numerically.  Grouping is available in all windows and most dialog boxes. 177 .  The Group and Sort dialog box provides options to show grand totals and summaries. and modify the font and color for each grouping selected.Using Multiple Filters  Key Concepts (cont.) Lesson 12  Use grouping and sorting to organize activities in a layout. or chronologically. You can apply multiple filters to a layout. You can also sort the groups alphabetically.  Use filters to customize the layout or only show activities that satisfy the filter criteria.

Roles and Resources Lesson 13 179 .

nonlabor and material resources  View the resource dictionary Lesson 13 179 .Lesson Objectives  Describe roles  Views the roles dictionary  Describe resources  Identify the differences between labor.

Project Manager.A role is a job title or skill . and Database Administrator. Lesson 13 180 . you must understand the difference between a role and a resource:  Role . Trainer.Roles and Resources  Before you begin to manage resources in Primavera.A resource is an individual (or equipment or material) used to complete an activity.  Resource .for example. Software Engineer.

available for use across all projects. which defines the core skill or responsibility in the organization. Each resource also can be assigned a primary role. roles can be associated to resources. identifying the skill sets of each resource. 180 .Roles and Resources (cont.  Some organizations use roles as placeholders in activity assignments until specific resources are assigned to do the work. After roles and resources are defined.) Lesson 13  The Role dictionary and Resource dictionary are enterprise data .

Lesson 13 180 .

Lists the Role ID and Role Name.  Prices tab .  Limits tab . The Responsibilities field lists the skills required to perform the role.Specify allocation limit(s) for a role. Lesson 13 181 . Multiple limits can be established based on effective date.There are five available price per unit values. The title of these values can be defined in the Rates tab in Admin Preferences.Defining Roles  The Roles dictionary contains four tabs:  General tab .Lists the resources that are capable of performing the responsibilities associated with the role as well as their proficiency.  Resources tab .

however.) Lesson 13  Limits Tab  Use the Limits tab to specify available quantities (limits) for a role. role limits are calculated based on the limit defined for each role's primary resource. which may not accurately reflect a role's planned allocation. Setting limits helps you quickly identify areas of role overload in Resource/Role Usage Profiles.Defining Roles (cont. you can choose to display role limits based on the custom role limits you define or based on the calculated primary resources' limit.  By default. You can define an unlimited number of role limits for each role. the effective date must be unique. In the Resource Analysis tab in User Preferences. Resource Analysis tab. 183 .

for example. $4.  Generally re-used between activities/projects.00/hour.  Recorded in terms of price/unit .  Nonlabor (equipment) .for example.00/hour. The Resources window contains information about all resources within the organization.Defining Resources  A resource is anything used to complete an activity. enabling centralized resource management.Measured in units of time.Measured in units of time. 184 .Measured in units other than time . Lesson 13  Material . Resources are divided into three categories:  Labor (people) .50/sf. $50.for example.  Recorded in terms of price/unit . $465.

and edit detailed information about the selected resource. view. Lesson 13 185 .Resource Details  Use Resource Details to add.

and status. employee ID. title.)  General Tab  The General tab enables you to enter general information about the selected resource including the resource's ID. e-mail address. office phone number. Lesson 13 185 . name.Resource Details (cont.

)  Codes Tab  The Codes tab enables you to assign resource code values to further categorize the selected resource for grouping and organizing. Lesson 13 185 .Resource Details (cont.

)  Details Tab  The Details tab enables you to enter the selected resource's labor classification.Indicates the currency associated with the resource's costs.  Unit of Measure . Lesson 13 186 .Utilized for material resources. currency and overtime settings.Mark to indicate the resource can enter overtime hours in Timesheets. Select to determine what unit the resource utilizes.Resource Details (cont.Indicates the resource is Labor.  Labor Classification . and profile. Nonlabor or Material. or in the Resources tab in Activity Details.  Currency .  Overtime Allowed .

 Calendar .  Default Units/Time .Mark to calculate the cost of an activity based on the assigned units. 186 .) Lesson 13  Overtime Factor .  Calculate costs from units .  Auto Compute Actuals .Indicates the value by which the resource's standard price should be multiplied to determine the resource's overtime price.Calendar used to identify resource availability.Resource Details  Details Tab (cont.Mark to automatically calculate the resource's actual quantity of work according to the project plan.Indicates the units/time that will be applied when the resource is assigned to an activity.

The effective start date for price and availability.Set the resource's price for a single work unit..g.A numeric value or percentage the resource can perform in a single work period.  Price/Unit .  Max Units/Time .)  Units & Prices Tab  The Units & Prices tab enables you to set prices and availability according to time. 8 h/d (100%) = fulltime or 4 h/d (50%) = part-time. according to effective date.Resource Details (cont.  Effective Date . e. Setting this limit allows you to quickly identify areas of resource overallocation in resource profiles/spreadsheets. according to the effective date. Lesson 13 187 .

Multiple roles and a single primary role can be assigned to each resource.  Resources are divided into three categories: Labor (people).) Lesson 13  A role is a job title or skill. where you can use Resource Details to view and edit information about resources.Resource Details  Key Concepts (cont. Trainer or Manager..or something . $4. Material (measured in units other than time.50/square foot).  Resources are defined in the Resources window.  Roles are defined in the Roles dictionary.g. Nonlabor (equipment).  Roles can be assigned to resources to aid in resource management. 188 .  A resource is someone . for example.used to complete an activity. e.

Assigning Roles Lesson 14 189 .

Lesson Objectives  Assign roles to an activity  Assign rates on roles Lesson 14 189 .

click Add Role in the Resources tab in Activity Details.you can assign roles to the activities.but not the exact people who will perform the work . Role assignments will act as placeholders.Assigning Roles to Activities  If you know which skill sets are required for each activity . which you can use later to assign the resources. Lesson 14 190 .  To assign a role to an activity.

 To assign a role to an activity. which you can use later to assign the resources.but not the exact people who will perform the work .Assigning Roles to Activities  If you know which skill sets are required for each activity . Lesson 14 190 .you can assign roles to the activities. Role assignments will act as placeholders. click Add Role in the Resources tab in Activity Details.

Assigning Roles to Activities (cont.)  Assign Multiple Roles to an Activity  Use Control-click to select and assign multiple roles to a single activity. Lesson 14 192 .

 To select multiple activities:  If the activities you want to select are contiguous Select the first activity and then Shift-click to select the last activity.Use Control-click to select individual activities.  If the activities you want to select are not contiguous .Assigning Roles to Activities (cont.)  Assigning a Role to Multiple Activities  You can assign a single role to multiple activities by selecting activities in the Activity Table and then clicking Roles in the Command bar. Lesson 14 193 .

Assigning Rates on Roles  Rate types are assigned to roles in the Resources tab in Activity Details. the monetary value is updated automatically in the Price/Unit column. When you select a rate type. Lesson 14 194 .  The rate type determines the price/unit used to calculate costs for the assignment. The names for each rate type are defined by your system administrator in the Rate Types tab of Admin Preferences.

The rate type determines the price/unit used to calculate costs for the assignment. or a single role to multiple activities.  You can also assign rates to roles. multiple roles to a single activity. which you can later use to assign a specific resource.  You can assign a single role to an activity.)  Role assignments can act as a placeholder.Assigning Rates on Roles  Key Concepts (cont. Lesson 14 195 .

Assigning Resources and Costs Lesson 15 197 .

Lesson Objectives  Assign resources by role  Assign labor. nonlabor. and material resources to activities  Adjust Budgeted Units/Time for a resource  Assign expenses to activities Lesson 15 197 .

and attributes that control the resource's effect on the schedule. Lesson 15 198 .  Set up the resource name.  Enter the resource name and amount of work planned. Like the Resource Usage Profile.  Use the Resource Usage Profile to view resource quantity/cost information graphically.  The cost is calculated based on the resource quantity and price/unit as defined in the Resources window. and to what extent. the spreadsheet helps you analyze resource allocation. description.Steps for Resource Management  Following are the basic steps for resource management:  Define resource availability. roles.  Use the Resource Usage Spreadsheet to view resource quantity/cost information in a tabular format. a resource is allocated.  Use columns to view total costs. The profile helps you analyze when. cost.

When you assign by role.  When assigning resources by role. a confirmation dialog box is displayed if the resource selected to replace the role assignment has different default quantity/cost settings. only those resources assigned to the role are displayed in the Assign Resources by Role dialog box.  At least one role must be assigned to an activity to assign resources by role. and Overtime Factor values.Assigning by Role  Resource assignments can be made by replacing a role assignment with a specific resource. These settings include Price/Time. 199 Lesson 15 . Units/Time.

 Click Yes .)  Click No . Lesson 15 200 .Apply the role's quantity/cost settings.Apply the resource's quantity/cost settings.Assigning by Role  In responding to the dialog box: (cont.

Assigning by Role (cont. Lesson 15 201 . You can also assign multiple resources by roles to multiple activities simultaneously.)  Assigning By Role to Multiple Activities  You can select multiple activities to simultaneously replace their role assignments.

for example.The number of units (hours) a resource is scheduled to work in a specific time period .you may need to adjust Budgeted Units or Units/Time when assigning a resource.including the type of activity or type of resource .  Units/Time . that a resource is assigned to work on the activity.The number of units. hours for example.Assigning Resources  Depending on numerous factors .  Budgeted Units . 8 hours/day. Lesson 15 202 .

this calculation is performed: Duration x Units/Time = Units.)  Assigning Resource to Level of Effort Activity  When you assign a resource to an activity. Lesson 15 202 . the Units/Time must be adjusted after making the resource assignment. Typically. a resource is not assigned to work on a level of effort activity full time.Assigning Resources (cont. Therefore.

203 . An unlimited number of resources can be assigned.  The Search feature can help you quickly search the resource dictionary for a backhoe. a nonlabor resource which is required to work on the Backfill and Compact Walls activity. Resources in the dictionary can be used on any activity.Assigning Resources (cont. assign a resource directly from the Resource dictionary.) Lesson 15  Assigning a Nonlabor Resource  If a role is not designated as a placeholder in an activity.

)  Adjusting Resource's Budgeted Units/Time  You can adjust Budgeted Units/Time after making a resource assignment.Assigning Resources (cont. you will manually type 16h/d in the Budgeted Units/Time column. In the example below. Lesson 15 204 . indicating that two laborers at 8h/d will work on the activity.

Lesson 15 205 .  Only the primary resource can send feedback via Primavera Timesheets to the project manager. This assignment is made on in the General tab in Activity Details.Assigning Resources (cont.  A primary resource can update steps via Timesheets.)  Designating a Primary Resource  The primary resource is the person responsible for coordinating an activity's work. informing the project manager of the status of an activity.  If multiple resources are assigned. An activity can have one or no primary resource.  A primary resource can be assigned to a milestone activity to allow the milestone to be updated through timesheets. the first resource assigned is designated as the primary resource.

For example.)  Assigning a Material Resource  Material resources are not measured in units of time. Units of measure are created in Admin Categories. After the unit of measure is created. Polyform is measured in linear feet and concrete is measured in cubic yards.Assigning Resources (cont. it is assigned to the material resource in the Resource dictionary. Lesson 15 206 .

Lump sum costs that are manually entered.Calculated based on resource assignments.  Expense .Planning Costs  Costs are planned and managed at the activity level. There are two types of costs:  Resource . Lesson 15 207 .

)  Resource  The cost of a resource can be calculated based on the Price/Unit defined in the Resource dictionary and the Budgeted Units assigned to the activity.  Budgeted Cost = Budgeted Units x Price/Unit Lesson 15 207 .Planning Costs (cont.

Planning Costs (cont. square feet. You can enter a single lump sum expense or you can enter the number of units and the Price/Unit. They are typically one-time expenditures for non-reusable items. end. or uniformly over the duration of an activity.  A unit of measure can be used to label the quantity. Examples of expenses include facilities.  Expense categories can be assigned to classify the expense. Lesson 15 208 . each.  Expenses can be accrued at the start. travel. and training.  Expenses are manually assigned at the activity level.)  Expense  Expenses are non-resource costs associated with a project. overhead. pounds. for example.

Planning Costs (cont. cost.  Select Display cost at the bottom of the page to display the itemized and total cost of the selected activity.)  Summary Tab  Use the Summary tab to display unit. The activity's costs are broken into: Lesson 15      Labor Cost Nonlabor Cost Material Cost Expenses Total Cost 210 . or date information for the selected activity.

 If a role is not designated as a placeholder in an activity. assigning resources. At least one role must be assigned to an activity to assign resources by role. you can adjust Units/Time or Budgeted Units. this calculation is performed: Duration x Units/Time = Units.Planning Costs  Key Concepts (cont.) Lesson 15  Three steps in resource management are defining resources. You can also designate a primary resource.  Resource assignments can be made by replacing a role assignment with a specific resource.  When you assign a resource. assign a resource directly from the Resource dictionary. and analyzing resources. 211 .  When you assign a resource to an activity.

Analyzing Resources Lesson 16 213 .

Lesson Objectives  Display the Resource Usage Profile  Format a profile  Format the timescale Lesson 16 213 .

You can specify how data is played in the profile via the Resource Analysis tab in User Preferences:  All Projects Lesson 16 214 . enables you to view resources/role unit and cost distribution over time. which can be displayed in the Activities window.Resource Analysis Settings  The Resource Usage Profile.

choose this option to include data for all closed projects with a specific leveling priority.  Time-Distributed Data Lesson 16  Display data based on Remaining Early or Forecast dates.  Opened projects only .Focus on resource/cost usage in the projects currently opened.Resource Analysis Settings (cont. or month. day.When electing to show remaining values for open versus closed projects. 214 .)  All closed projects (except what-if projects) Displays resource/cost usage data for:  All closed projects with a leveling priority .  Select the time interval for displaying live resource allocation: hour. week.

identify overallocated resources. 216 . and display a "banana curve" to compare early and late dates. It displays the amount of effort needed from each resource/role on the project during each time period. track expenditures per time period. Use the profile to determine how many hours each resource is scheduled to work.  View unit/cost distributions from a specific project or all projects to which you have access.  View resource or role allocations.Resource Usage Profile   Lesson 16 The Resource Usage Profile provides a graphical view of unit/cost distributions over time.

group.  Format columns. and filter resources/roles in the profile.Resource Usage Profile  (cont. sort.  Can be saved as part of a layout.) Display separate bars for one or all of the following:     Budgeted units/costs Actual units/costs Remaining Early units/costs Remaining Late units/costs Lesson 16  The Resource Usage Profile timescale matches the timescale for the Gantt Chart. 216 .

and another that controls display options for the right pane. Lesson 16 217 .Displaying the Resource Usage Profile   You can use Resource Usage Profile information to determine which resources/roles are overallocated and which resources/roles are underutilized. The table below lists the sections of the Resource Usage Profile. Note that there are two Display Option bars: one that controls display options for the left pane.

)  Viewing All Projects or Open Projects Only  When you select the User Preferences setting to All closed projects (except what-if projects). 218 . you can filter the top layout by either Time Period or Resource.  all closed projects except for what-if projects.Displaying the Resource Usage Profile (cont. you can toggle the Resource Usage Profile to display either:  all open projects. Lesson 16  This option is available on the right pane Display Options bar.  Once you have only the open projects displayed.

Select a solid color to display early bars and a hatched color to display late bars.  Data settings:  Display .  Show Bars/Curves .)  Formatting the Profile  The Resource Usage Profile can be modified by adjusting Data and Graph settings in the Resource Usage Profile Options dialog box.Mark to display By Date (periodic) bars and/or Cumulative curves and format their colors. or resource overtime units.  Additional Data Options .Mark to display a line indicating resource limits. Lesson 16 220 . resource availability.Select to display units or costs. resource/role overallocation.  Show Remaining Bars As .Displaying the Resource Usage Profile (cont.

Specify the values you want to use to divide the timescale interval totals.  Additional display options:  Show Legend .Display the data item each color represents.  Calculate Average . Lesson 16 221 .Choose to display major/minor sight lines based on the timescale interval.Add a third dimension to the bars.Choose the line style and color.  Background Color .  Horizontal Lines .  3D Bars .Displaying the Resource Usage Profile (cont.)  Formatting the Profile  Graph settings:  Vertical Lines .Specify the color displayed in the background of the Resource Usage profile.

and shifts.Specify the date from which the timescale should start for the profile or Gantt Chart.)  Formatting the Timescale  You can specify the timescale you want to display in the Resource Usage Profile and the Gantt Chart. days. Lesson 16 223 . hours. quarters. weeks.Choose the units of the timescale in years. months.  Date Interval .Displaying the Resource Usage Profile (cont.  Timescale Start .

Lesson 16 224 .Displaying the Resource Usage Profile (cont. Click and drag to expand or contract the timescale.)  Formatting the Timescale  You can also format the timescale by clicking and dragging:  Place your mouse on the minor date interval on the timescale.

 Use the profile to determine how many hours each resource is scheduled to work. Lesson 16 227 .  You can further customize the profile by using the two Display Option bars. track expenditures per time period. identify overallocated resources. It displays the amount of effort needed from each resource/role on the project during each time period.  You can specify settings for resource analysis in the Resource Analysis tab in User Preferences.)  Key Concepts  The Resource Usage Profile provides a graphical view of unit/cost distributions over time.Displaying the Resource Usage Profile (cont. and display a "banana curve" to compare early and late dates.

Optimizing the Project Plan Lesson 17 229 .

Lesson Objectives  Analyze schedule dates  Shorten a project schedule  Analyze resource availability  Remove resource overallocation  Analyze project costs Lesson 17 229 .

verify that it meets the project stakeholders' date. If an inconsistency exists between the information in the project plan and the project requirements.Evaluate the schedule to ensure that milestone dates and project dates are achieved.Evaluate project costs. Lesson 17 230 .  Analyze cost budget . you will be able to identify the source of the problem and define a solution:  Analyze schedule dates . resource.  Analyze resource allocation .Analyzing the Project  Once you have created the project plan.Evaluate the resources to ensure that the resources are not overallocated. and cost requirements.

Analyzing the Project Lesson 17 230 .

In addition. If the calculated Finish date of the project is beyond the Must Finish By date. 231 .  Back up your project plan.  Steps for analysis: Lesson 17  Compare the calculated Finish to the Must Finish By date. each deliverable in the project should be scheduled to finish by the dates imposed by the project stakeholders.  Focus on critical activities.Analyzing Schedule Dates  The most important date in the schedule is the calculated project Finish date. the project must be shortened.  Shorten the project.

Analyzing Schedule Dates (cont.however. the schedule indicates that the project will not finish until 17Nov-10.) 232 .) Lesson 17  Comparing Finish Date to Must Finish By Date  You can quickly determine whether the project will finish on time by viewing the Dates tab in the Projects window. (Note that the project actually must finish by the close of business on 01-Nov-10 as the Must Finish By constraint is at 12:01 am on November 2.  The Office Building Addition project must be finished by 02-Nov-10 .

the Finish is likely affected.)  Focusing on Critical Activities  To shorten the project.Analyzing Schedule Dates (cont. If you adjust a critical activity. These represent the longest continuous path of activities through a project that determines the project Finish date. focus on critical activities. Lesson 17 233 .

235 . Lesson 17  Use relationships to overlap activities.Shortening the Project  If schedule analysis leads you to conclude that the Must Finish By date cannot be met.  Apply/modify constraints. concentrate your efforts on shortening the schedule. Several methods can help you accomplish this goal:  Refine duration estimates:  Break down long activities.  Assign additional resources to reduce duration.

Shortening the Project  Change calendar assignments: (cont.)  Put critical activities on a longer workweek.  Add exceptions to nonworktime. Lesson 17 235 .

these activities offer the greatest flexibility in altering durations. Lesson 17 236 .Shortening the Project (cont.)  Refining Duration Estimates  Begin the analysis by reviewing the activities with the longest duration. In general.

Therefore. You determine these activities can be performed at the same time. change the relationship to Start-to-Start with 5 days of lag.  Currently.) Lesson 17  Modifying Relationships  If you need to further compress the schedule.Shortening the Project (cont. review relationships between activities on the critical path. 237 . there is a Finish-to-Start relationship between the Site Preparation and Excavation activities.

) Lesson 17  Modifying Constraints  Constraints assigned earlier in the project life cycle may need to be modified based on the latest information from the project team.  A resource is available to work on the Excavation activity. If you modify a constraint. be sure to also modify the Notebook topic that was created to document the constraint. You can now remove the Start On or After constraint from the Excavation activity. 238 .Shortening the Project (cont.

)  Verifying Project Dates  To see if the project will now finish on time.Shortening the Project (cont.  The Total Float for the project equals 1 day and the calculated Finish date is 29-Oct-10. Lesson 17 239 . verify that no negative Total Float exists on any of the activities in the project. the project is scheduled to finish before the Must Finish By date of 2-Nov-10. Therefore.

You can then reassign resources to help even the workload.Analyzing Resource Allocation  The project plan is now scheduled to be completed by the deadline. Before proceeding.  You can use the Resource Usage Profile to determine which resources are overallocated/underutilized. verify that resources are appropriately allocated. Lesson 17 240 .

identify the activities contributing to Oliver Rock's overallocation in January through February 2010.)  Identifying Resource Overallocation  The Resource Usage Profile allows you to run a filter to focus on the activities that are contributing to a resource's overallocation.  Using a filter in the Resource Usage Profile.Analyzing Resource Allocation (cont. Lesson 17 241 .

Increase the hours/day that the resource works. Waylan Smithers is not allocated to work in this time period. Lesson 17  After analyzing Oliver Rock's overallocation. you have decided to use a different resource for activities BA5010 Review and Approve Brick Samples and BA5020 Prepare and Solicit Bids for Brick Exterior. Several methods can help you accomplish this goal:     Replace the overallocated resource with an available resource. so he can be assigned to the activities. Assign additional resources to the activity.)  Correcting Overallocation  If overallocation is identified. choose a method to remove the overallocation from the specific resource. Increase the resource's workweek.Analyzing Resource Allocation (cont. 242 .

) Lesson 17 244 . (cont.Analyzing Resource Allocation  Correcting Overallocation  Assign Waylan Smithers to work on the two activities.

Analyzing Resource Allocation (cont. who was removed from the activities. Lesson 17 245 . who was assigned in his place.)  Reviewing Allocation  Use the Resource Usage Profile to check allocation for Oliver Rock. and Waylan Smithers.

)  Replacing a Resource  Note that this functionality is available only when assigning a resource directly .Analyzing Resource Allocation (cont.it is not available in the Assign Resources by Role dialog box. Lesson 17 246 .

as well as each individual activity. you can analyze the budgeted cost of the entire project. Lesson 17 247 .  $250. You will display a layout that shows budgeted cost information so you can determine whether the project is within this budget.Analyzing the Budget  There are many options for analyzing the budget.000 has been allocated for the Office Building Addition project. By displaying cost columns in the Activity Table.

Comapare the dates in the Dates tab in Project Details.  You can use various methods to shorten the project.Analyzing the Budget  Key Concepts (cont. applying constraints. modifying relationships.  If the calculated Finish date of the project is beyond the Must Finish By date. the project must be shortened.  Evaluate costs to ensure that the project can be completed within budget. and focusing on critical activities.  Use the Resource Usage Profile to ensure resources are not overallocated. 248 . and cost requirements.) Lesson 17  Optimizing the project plan is the last step in planning your project. such as refining durations. resource. Ensure that the project plan meets its date.

Baselining the Project Plan Lesson 18 249 .

Lesson Objectives  Create a baseline plan  Display baseline bars on the Gantt Chart  Modify the bars on the Gantt Chart Lesson 18 249 .

Lesson 18 250 .  Baselines provide a target against which you can track a project's cost. schedule.  Baseline functionality in Primavera enables you to:  Save an unlimited number of baselines per project.Baselines  A baseline is a copy of a project that you can compare to the current project to evaluate progress. what-if. Create a baseline plan before updating a schedule for the first time. or mid-project baselines. Baseline types can help you benchmark performance across multiple projects.  Designate one project baseline and up to three user baselines at a time for comparison to the current project.  Assign a baseline type to categorize a baseline. Examples include initial planning. and resource performance.

All opened projects are displayed in the Maintain Baselines dialog box. Baselines can be assigned only to opened projects. Lesson 18 251 . you must select the project to which it is associated.Creating a Baseline  You can create a baseline either by:  Copying the currently opened project.  Converting another project into a baseline.  When you create a baseline.

Another baseline type. Lesson 18 252 . can be used after the project is underway.Creating a Baseline (cont. Mid-Project Status. Baseline types are also useful in organizing multiple baselines in the project. For example.)  Categorizing the Baseline  Assign a baseline type to categorize the baseline based on how you to intend to use it. the Initial Plan baseline type can be used for your initial project plan.

 Used for schedule.)  Assigning a Baseline  Use the Assign Baselines dialog box to choose a project baseline and/or user baseline for the project. resource. the current project plan is used as the baseline. and cost comparison.  Controlled by the security privilege. 253 .  Used for schedule comparison only.  Project baseline is the baseline selected by the project manager for the project. If no baseline is designated as active. Maintain Project Baselines. Lesson 18  User Baseline assignments are user-specific.  Each user can choose a different baseline for comparison to the current project.Creating a Baseline (cont.

for example.Bar is drawn based on the timescale selected.Viewing Baseline Bars  The Bars dialog box allows you to modify the type.  Filter . Lesson 18 254 . row position. color. Actual Bar drawn from Actual Start date to Actual Finish date. and shape of the bars displayed in the Gantt Chart.  Timescale . size.Bar is drawn for all activities that match the criteria listed in the filter displayed.

Choose the selected bar's start endpoint color.  Row . Lesson 18 254 . the bar itself. and pattern of the bars and endpoints.Shape of the selected bar's start endpoint.  Color . and the finish endpoint.)  Bar Style Tab  The Bar Style tab enables you to specify the shape. color.Viewing Baseline Bars (cont.  Pattern .Displays the position of the bar on the Gantt Chart.  Shape . and the color of the finish endpoint. the color of the bar itself.The fill pattern of the selected bar.

 Select a value in the Row field to determine placement of a bar in the Gantt Chart. you can visually compare the baseline plan's schedule dates to the current project plan's schedule dates.Viewing Baseline Bars (cont. 255 .  In addition to bars displayed by default. you can create additional bars based on date fields and filters.) Lesson 18  Displaying Baseline Bars  By displaying baseline bars in the Gantt Chart.

Lesson 18 256 . Font and Row dialog box. which can be specified in the Table.Viewing Baseline Bars (cont. These include the font of the text and the height of the rows.)  Customizing the Activity Table  You can further customize the layout by choosing display options for the Activity Table.

Viewing Baseline Bars (cont. save it with a new name. Lesson 18 257 .)  Saving the Layout  If you are pleased with the layout.

By adding dates to the bars.)  Bar Labels Tab  Labels can be placed on any of the bars listed in the dialog box. you can quickly determine the Start and Finish dates of activities in the Gantt Chart. Lesson 18 258 .Viewing Baseline Bars (cont.

 A project baseline is the baseline selected by the project manager for the project and is controlled by a security privilege.) Lesson 18  A baseline is a copy of a project that you can compare to the current project to evaluate progress.  You can create a baseline either by copying the currently opened project or converting another project into a baseline. Create a baseline plan before updating a schedule for the first time.Viewing Baseline Bars  Key Concepts (cont.  Assign a baseline type to categorize the baseline based on how you to intend to use it. A user-baseline can be designated by each user and is used for schedule comparison only. 260 .

size.)  The Bars dialog box allows you to modify the type. Lesson 18 260 .Viewing Baseline Bars  Key Concepts (cont. color. and shape of the baseline bars displayed in the Gantt Chart. row position.

Project Execution and Control Lesson 19 261 .

Lesson Objectives  Describe several methods for updating the project schedule  Use Progress Spotlight  Status activities  Reschedule the project Lesson 19 261 .

Lesson 19 262 .Updating a Project  Once a project has started. including how data is collected and how often it is updated. you need to update actual schedule information and resource usage at regular intervals. Your company will establish a standard update procedure.

depending on the length of your project and how frequently you want to adjust your forecasts. weekly. Lesson 19 262 . or monthly.Updating a Project (cont.)  How Often?  You may need to update daily.

)  Project managers manually enter the actual date.  Record actual dates and progress.  Project managers review and approve timesheets.  Auto compute actuals. 262 .  Project managers apply timesheets to the project.  Team members use timesheets to update activities.Updating a Project  How Data is Collected (cont. actual resource usage and cost. Lesson 19  Progress of activities is automatically calculated according to the project plan. resource. and expense costs.  Approve and apply timesheets. and cost information.

actuals are recorded for each activity relative to the data date. Lesson 19 263 . The data date is the date up to which actual performance data is reported and the date from which future work is scheduled. the data date is set to the beginning of the day. By default.The Data Date  When updating a project.

Lesson 19 263 .

 Identify the new data date with the Progress Spotlight. 264 .  Be sure to verify the new data date.  Perform target analysis.  Report resource use and costs to date.  Calculate the schedule.Updating Process  Create a baseline plan.  Apply actuals to the project. Lesson 19  Compare the current plan to the target to analyze variances.  Enter activity progress.  Use Suspend and Resume dates as necessary.  Monitor project progress with reports.

Updating Process (cont.)  Determine whether project objectives are being met:  Will the project finish on time?  Is it within budget?  Are project resources being used effectively? Lesson 19 264 .

and dates.) Tips for Statusing  Use Activity Details tabs or the Activity Table.  Use filters and grouping to create a statusing layout. Lesson 19 264 . Select only activities to be updated.    Use rolling dates for a time period look-ahead. resources.Updating Process  (cont. Organize in a useful sequence via activity codes.  Use Progress Spotlight to identify activities to be updated.

In general. for example.Defining a Statusing Period  Lesson 19 Define the statusing period before you begin to update activities. the statusing period begins at the current data date and ends at a point in the future. create a statusing period that extends one week from the current data date. The end of the statusing period will become the new data date . You could. The length of the statusing period depends on the frequency of your updates.the date up to which actual performance is measured. 265 .

) There are two options to define the statusing period in the Gantt Chart:  Activate Progress Spotlight. Lesson 19 265 . the new data date must still be manually changed in the Schedule dialog box.  Drag the data date.Defining a Statusing Period  (cont.  Note that even as you establish a new statusing period.

Lesson 19 266 .)  Progress Spotlight  Progress Spotlight creates a visible statusing period between the current data date and the next status date.Defining a Statusing Period (cont. It also provides a highlighted list of activities that should have progress during the update period.

)  Dragging the Data Date  Highlight the activities to be updated by dragging the status line to the desired date. Lesson 19 267 .Defining a Statusing Period (cont.

Lesson 19 268 . you must enter actual schedule data. and expense costs at regular intervals. depending on the length of your project and how frequently you want to adjust your forecasts.Entering Actuals  Once a project is underway. or monthly. You may need to update daily. resource usage. weekly.  Actual data is different than planned data actual data is the real time and cost associated with an activity.

and cost data in the following order: Lesson 19 268 .)  Enter schedule. resource.Entering Actuals (cont.

) Lesson 19 268 .Entering Actuals  Completed Activities  Actual Start and Actual Finish dates  Actual Regular Units/Costs  Actual Cost for expenses (cont.

Lesson 19 268 .) Actual Start date Percent Complete and/or Remaining Duration Actual Regular Units/Costs and Remaining Units/Costs Actual and Remaining Costs for expenses  If activity work is temporarily halted. use Suspend/Resume dates.Entering Actuals  Activities in Progress     (cont.

which has zero duration. Lesson 19 269 .Statusing Milestones  To update a start milestone. mark the Started checkbox and enter the Actual Start date. You do not need to enter data in the Finish field because the activity type is a Start Milestone.

Note that in this example. 270 .  Enter Actual Cost for expenses. Lesson 19  Below you will check the Actual Regular Units for the activity.Statusing Activities to Completion  Three steps must be performed to update an activity to completion:  Enter Actual Start and Actual Finish dates.  Enter Actual Regular Units for resources. data in the Actual Regular Units field is automatically completed because Recalculate Actual Units and Cost when duration % complete changes is selected in the Calculations tab in the Projects window for the project.

Resource Paul Kim worked an additional 8 hours on the activity. Lesson 19 272 .  When selecting a new date for the Started or Finished field in the Status tab. mark the checkbox first and then select the date. The activity started on time but finished 1 day late. which was completed during this status period.)  You will now status activity BA1020 .Statusing Activities to Completion (cont.Review and Approve Designs.

)  Statusing a Mid-Project Milestone  A Start Milestone is updated the same way whether it occurs at the beginning of a project or in mid-project: Mark the Started checkbox and then enter the Actual Start date.Statusing Activities to Completion (cont. Lesson 19 274 .

275 .Statusing Activities in Progress  Five steps must be performed to update an activity in progress:     Enter Enter Enter Enter Actual Start date.  Actual Regular Units is the number of units that resource(s) actually worked on the activity. activity BA2010 was started during the status period but is now falling behind schedule. Percent Complete and/or Remaining Duration. Actual Cost and Remaining Cost for expenses. Actual Regular Units and Remaining Units for resources. Remaining Units represents the amount of work (units) that is required to complete the activity. You will reflect this by increasing the Remaining Duration. Lesson 19  In the example below.

)  The formula for calculating Remaining Units is: Remaining Units = Remaining Duration * Remaining Units/Time.Statusing Activities in Progress (cont. Lesson 19 276 .

Lesson 19  In the exercise below.Suspending an Activity  When an activity starts but is unexpectedly delayed or stopped for a period of time. 277 .  Use the Notebook tab to document the reason for the suspension.The last day that work was conducted on the activity.  Resume date . the Excavation activity was started late and then was suspended due to a snowstorm.  Suspend date . you may suspend it.  The actual duration excludes suspension time.The first day that work will continue on the activity.  Use the Status tab to enter Suspend and Resume dates.  A suspended activity must have an Actual Start.

 The Assemble Technical Data for Heat Pump activity has an expense that is running over its budgeted amount. Update Actual Units to 56 hours. the field for At Completion Cost ($600. Lesson 19 279 .00) is calculated by adding Actual Cost ($600.  The Assemble Brick Samples activity also was completed during this status period.  In the Expense tab.00).  Resource Oliver Rock worked 8 hours less than planned on the activity.00) + Remaining Cost ($0.Statusing Activities to Completion  The Review and Submit Flooring Samples activity has finished 1 day early.  The Assemble Technical Data for Heat Pump activity was started and finished in this update period. You will update the expenses for the activity to reflect the spending.

it is time to reschedule the project based on the new data date. Lesson 19 284 . Any activities that did not finish on time will delay their successor activities.Rescheduling the Project  Now that actuals have been entered.

Rescheduling the Project (cont.  Analyze the activities on the critical path.  Implement the revised project plan. the successors to the delayed activity. have also been delayed.  Gain agreement within your project team.)  Viewing the Results of Rescheduling Project  After the project has been rescheduled. Lesson 19 285 . BA2020.  Develop strategies for getting the project back on track.  Review the project's performance to date.

Lesson 19 286 .Controlling the Project  After scheduling a project. analyze schedule dates. and the cost budget. resource allocation.

 If the project is behind schedule. analyze critical activities.Controlling the Project  Analyzing Schedule Dates (cont.)  Analyze the schedule to determine if milestone dates and project dates are being met.  Compare the calculated Finish date to the Must Finish By date to see if you will complete the project on time. Lesson 19 286 .  Adjust the project to meet your project Finish date.

)  After adjusting the project. Lesson 19 286 .Controlling the Project  Analyzing Resource Allocation (cont. determine if resources are being used effectively.

)  After adjusting the project. view At Completion Total Cost to determine if you are within your budget. Lesson 19 286 .Controlling the Project  Analyzing the Cost Budget (cont.

Change calendar assignments:  Put critical activities on a longer workweek. Break down long activities.  Add exceptions to non-worktime. Add resources to reduce durations. Lesson 19 287 . you can use several methods to shorten the project:     Use relationships to overlap activities.Compressing the Schedule  If the calculated Finish date is later than the Must Finish By date.

decrease the scope by reducing the total hours worked on activities. find another way to meet the project milestones and Finish date of the project.  Can the scope of the activity/project decrease?  In some cases.Compressing the Schedule (cont. you can decrease the total amount of work that will be accomplished. Lesson 19 287 . in order to meet the project milestones and finish date.)  You can use the following set of questions to help you decide how to most appropriately adjust the schedule:  Can the Finish date of the project slip?  The project may need to be delayed if no other options are available. This will change the duration of the activities.  If the scope change is approved..e. decrease the scope of the project. adjust the affected milestones.  If the delay is approved.  If the delay is not approved. i.

Compressing the Schedule (cont.or under-estimated?  You may have overestimated the number of hours to complete activities. which decreases the duration of the activities.  You can decrease the total hours worked on activities. find another way to meet the project milestones and Finish date of the project.  Can an additional resource be assigned?  You can assign another resource to the activity to finish it on time.  This may be possible if another resource with the necessary skills is available. the scope of work can be accomplished in fewer hours.)  If the scope change is not approved.  Were the budgeted hours over. Lesson 19 287 .

)  If a resource is available. then enter the original remaining hours.  The hours the resource works each day will increase. you can assign it to make up the hours. you can decrease the duration of the activity. Lesson 19 288 .  If this is possible.  Can the resource work overtime?  The resource may need to work overtime to complete an activity on time.Compressing the Schedule (cont.

Reporting Performance Lesson 20 295 .

Lesson Objectives  Describe reporting methods  Run a schedule report  Create a resource report with the Report wizard  Create a report using the current layout Lesson 20 295 .

and cost performance information to the project team.Methods for Performance Reporting  There are many methods to distribute schedule. including:       Printed layouts Printed reports from the Report wizard Printed reports from Report Writer Project Web site Timesheets Primavera Web applications Lesson 20 296 . resource.

Lesson 20 297 . and cost. resource.Reports Window  The Reports window displays reports for schedule.

Lesson 20 298 .Running an Existing Report  You can report schedule performance using a pre-defined schedule report.

 Field Delimiter .Running an Existing Report (cont. such as quote marks ("). Lesson 20 299 .txt).Preview the report before printing it.     Print Preview .e.Compile and save the report as an HTML file. space).Choose to compile and save the report as a delimited text file (.)  Run Report Dialog Box  Use the Run Report dialog box to compile and print the selected report.  Text Qualifier .Compile and print the report.Select the character used to separate categories of information that you save in delimited text format (i. Directly to Printer .txt) if the data contains the field delimiter you specify. comma. ASCII Text File . tab. HTML File .Select the character used to separate categories of data that you save in delimited text format (..

 View file when done .)  Output file .Running an Existing Report  Run Report Dialog Box (cont. click to specify the file name and location where you want to save the report. Comment appears directly under the report title.  Notes . Lesson 20 299 .Use to add a comment to the report.If you choose HTML File or ASCII Text File.Mark this checkbox to automatically open the report in your default Web browser for an HTML file or your default text viewer for an ASCII text file.

)  Print Preview  Print preview allows you to make modifications to the layout before printing.Running an Existing Report (cont. Lesson 20 300 .

margins. Print Setup 3. Lesson 20 5. Select the default printer. Last/First Page Display the first or last page of the displayed report. Display the previous or next page of the Left/Right/Up/Dow displayed report. Print 4. and orientation. Publish Define report's header/footer. print size.Print Preview Dialog Box Item Functionality 1. 300 . n 6. Page Setup 2. Print the displayed report. Print the report in HTML format. and page orientation.

Help 9. Zoom In/Out 8.) 7. Close Magnify/reduce your view of the displayed report.Print Preview Dialog Box Item Functionality (cont. Open Help. Lesson 20 300 . Close Print Preview and return to the previous window.

Remaining Duration. Early Finish.  The report below displays the Original Duration. 300 .Running an Existing Report (cont. Percent Complete. Early Start. Activity Name. Late Finish and Total Float of all the activities in the project. Late Start.) Lesson 20  Printing Reports  Printing reports is an effective way to communicate project information with resources and other project managers.

Report Wizard  The Report wizard enables you to easily create a wide variety of ad hoc reports.  Organize the data via grouping. The reports can be modified as they are built. sorting.  To create a wizard report:  Select a base table and pertinent data fields. and filtering options. or they can be reopened later to be modified. Lesson 20 302 .

)  Create or Modify Report  You will use the wizard to create a report that shows the resource assignments on the project and related Notebook topics. Lesson 20 303 .Report Wizard (cont.

Report Wizard (cont.)  Configure Selected Subject Areas  Select the columns you would like to use in the report. Lesson 20 305 .

Lesson 20 306 .Report Wizard (cont.)  Adding a Filter to the Report  Select the filter you would like to use in the report.

)  Print Preview  You can preview the report before printing.Report Wizard (cont. To print. click the Print icon. Lesson 20 309 .

you can save it and assign it to a specific report group. Lesson 20 310 .Saving a Report  After reviewing your report.

Saving a Report (cont. A report can be assigned to only one report group. Lesson 20 311 .)  Assigning a Report to a Report Group  To easily locate a report. you can assign it to a report group.

Creating a Report Using the Current Layout  The Report wizard can also be used to create reports based on the layout that is currently displayed. Reports can be modified as they are built through the wizard. Lesson 20 312 .

Creating a Report Using the Current Layout (cont.)  Key Concepts  The Reports window displays reports for schedule. Lesson 20 316 . and cost. resource.  You can report schedule performance by choosing one of the pre-defined schedule reports listed in the Reports window.

or they can be reopened later to be modified. The reports can be modified as they are built.)  Key Concepts  The Report wizard enables you to easily create a wide variety of ad hoc reports.  The Report wizard can also be used to create reports based on the layout that is currently displayed. Lesson 20 316 . and filtering options.  Organize the data via grouping.Creating a Report Using the Current Layout (cont. To create a wizard report:  Select a base table and pertinent data fields. sorting.

Project Web Site Lesson 21 317 .

Lesson Objectives  Create and launch a project Web site  Customize the appearance of a project Web site  Publish activity layouts as HTML pages Lesson 21 317 .

resource hierarchy. enabling them to move between projects and from page to page within a report. reference documents outline.  You can browse a project plan at a high level and quickly view more detailed information about specific activities. You can also navigate a project Web site using the project's WBS. risks. and issues. Lesson 21 318 . etc. work products and documents. Using a Web browser. the project team and other interested parties can view project documents that contain hypertext links to other pages. resources.Project Web Site  The project Web site feature is used to publish a project plan as a Web site on an intranet or as a Web site on the Internet. activity codes and values.

for example limiting activity information and personal information about resources. Lesson 21 318 .)  Customize the Web page design.  Control the level of detail published.  The project(s) must be opened when publishing.Project Web Site  Among the Web site features: (cont.  Create a Web site that contains one or multiple projects.

Project Web Site  Control the information included:     Activity layouts Tracking layouts Project reports Global data dictionaries (cont. Lesson 21 318 .)  Test a project Web site locally prior to publishing publicly.

you can create a link to the location of the project Web site. and splash screen that will be used for the Web site. colors. and Last Publish Date is displayed on the Web site splash screen. Web Site Description.  Scheme determines the fonts. Use the General tab to set up the information displayed on the Web site:  Web Site Name. icons. Lesson 21 319 .Creating a Project Web Site   On the General tab in the Projects window.  Path chosen in the Publish Directory field determines the location of the Web site files.

fonts. Lesson 21 321 . Use the Main Form tab to customize features on the main form of the Web site. and text types/fonts. Customizable features include background/foreground colors.Customizing the Project Web Site   You can use the default scheme or create your own scheme by adding graphics. and colors. icons/logos.

Lesson 21 322 .Customizing the Project Web Site (cont.)  Splash Tab  Use the Splash tab to customize features on the splash screen.

If all checkboxes are cleared.Customizing the Project Web Site (cont. only WBS data is published.)  Topics Tab  Use the Topics tab to determine the detailed data to publish to the Web site. Lesson 21 323 .

Lesson 21 324 .)  Graphics Tab  Use the Graphics tab to select existing activity or tracking layouts to publish to the project's Web site.Customizing the Project Web Site (cont.  Define activity layouts in the Activities window and tracking layouts in the Tracking window.

Lesson 21 325 .Customizing the Project Web Site (cont.)  Reports Tab  The Reports tab is used to select existing reports to publish to the project Web site. clear the Include in project Web site checkbox.  If you do not want reports to be displayed in a specific Web site.

Lesson 21  Data is static as of the date the site is published. To update the site with the new data. 326 . those files will be deleted and replaced with the updated files.  If the publish subdirectory contains only project Web site files.  A project Web site cannot be published if the subdirectory contains files other than the Project Web site files.  If the publish subdirectory does not exist. the subdirectory will be created.)  Publishing the Web Site  A project Web site cannot be published in a subdirectory beneath the directory that contains Primavera. publish the site again.Customizing the Project Web Site (cont.

and can be used to launch the Web site.  Manually from the General tab in the Projects window. Lesson 21  The URL set for the Web site is also displayed in Primavera Portfolio Analysis and in Timesheets.)  Launching the Web Site  The Web site can be launched two ways:  Automatically in the default browser if the Automatically launch web site preview after publishing checkbox is marked. 327 .Customizing the Project Web Site (cont.

328 .  Left pane .  Right pane .Navigate through the details for the element displayed in the left pane.Contains a navigation toolbar for quick access to various sections of the Web site.  Click the Subtoolbar to view a specific set of data relating to what is selected from the upper pane. Lesson 21  The icons in the upper pane allow you to view global data dictionaries as well as the activity/tracking layouts and reports you selected to publish.Navigating the Project Web Site  The project Web site is divided into three panes:  Upper pane .Select the data elements to view.

Lesson 21 330 .  Timescale begins on the date defined by the selected layout. The layouts represent a static picture of the project.Publishing Activity Layouts  Save activity layouts as HTML files that are not linked to a project Web site you previously created.  Columns displayed are defined by the selected layout.

and colors. These layouts represent a static picture of the project. The Web site can include activity layouts. and global data dictionaries.) Lesson 21  Key Concepts  The project Web site feature is used to publish a project plan as a Web site on an intranet or as a Web site on the Internet.Publishing Activity Layouts (cont.  You can also save activity layouts as HTML files that are not linked to any project Web site you previously created. tracking layouts.  You can use the default scheme or create your own scheme by adding graphics. 332 . project reports. fonts.

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