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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
Creating Relationships Scheduling Assigning Constraints Maintaining the Project Documents Library Formatting Schedule Data Roles and Resources Assigning Roles
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
Describe Primavera solutions Describe P6
Introduction to Primavera
Primavera Systems Inc. is the world's leading project and portfolio management software company, providing the software foundation that enables all types of businesses to achieve excellence in managing their portfolios, programs, projects, and resources. It is estimated that projects totaling more than $5 trillion in value have been managed with Primavera products. Primavera began in 1983 with the launch of PC-based software for engineering and construction. Today Primavera is a diversified software company that provides both desktop and enterpriseclass solutions that enable companies to prioritize, plan, manage, and measure the project investments necessary to grow the business and service their customers.
P6 is the solution covered in this course. resources. management and control solution that enables organizations to meet budget and deadline commitments by managing schedules.An enterprise-wide project planning. P6 . as well as comply with regulatory imperatives.Introduction to Primavera (cont.A portfolio management and analysis solution that enables organizations to deliver maximum value by identifying and prioritizing strategic projects and investments. and costs across all of their projects and programs.) Lesson 1 Primavera Solutions The graphic below lists Primavera solutions and the industries served by Primavera. ProSight . 2 .
) Lesson 1 Primavera Solutions Evolve . Cost Manager .An enterprise resource management solution that enables services organizations to improve utilization and profitability by ensuring the right person is assigned to the right project at the right time. Graphic representations are automatically generated using the latest project information from a centralized database. Download cost data from your accounting system by using a flexible interface module to ensure a consistent and complete view of project performance. actual cost data may be entered or imported from Primavera.A solution that reduces the work necessary to track earned value. 3 . Alternatively.Introduction to Primavera (cont.
Introduction to Primavera (cont. Track all project submittals and automate the approval process via workflow management. 3 . PertMaster . payments are made. enables the tracking of contracts from original estimate to buy-out.) Lesson 1 Primavera Solutions Contract Manager . Comprehensive change management functionality assures that changes are resolved. and claims are avoided.This solution.A risk analysis and mitigation solution that enables organizations to overcome project and portfolio uncertainty by modeling risks and analyzing the cost and schedule impacts of mitigation scenarios. formerly known as Expedition.
resource management.Primavera P6 P6 is used for planning. Project data is stored in a central database and can be accessed via clientserver and the Web. including industrystandard templates and a customization wizard. and help determine which projects need help to get back on track. and controlling projects. Extensive project reporting. Personalized role-based dashboards provide quick visual indicators of the health and status metrics of projects and programs. Among P6's capabilities: Enterprise-wide project management. monitoring. and portfolio analysis. Lesson 1 4 .
schedule performance. and change control documents. RFI status. Capacity analysis and resource planning to anticipate resource usage requirements in future projects. and communicate with the project team. milestone dates. cost performance. Lesson 1 4 . earned value metrics.) Scorecards that contain project scores. Collaborative workspaces to initiate projects and document workflows. WBS summaries. manage and approve documents.Primavera P6 (cont.
lessons learned. organize. Lesson 1 5 . and estimation metrics. and improve reusable components for building future project plans. Create.) Methodology Management An integrated process improvement platform for delivering best practices. capture. and organizational standards in the form of project templates. work product templates.Primavera P6 (cont.
Team members see all supporting information they need to coordinate and perform their work while communicating directly with the central database.Primavera P6 (cont.) Timesheets Enables Web-based timekeeping and communication. Lesson 1 5 .
The Project Management Life Cycle Lesson 2 7 .
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 7 .
and staffing restrictions. as indicated below: Each process can be broken down into these steps: Lesson 2 8 . budget. Lessons in your curriculum may cover some or all of the processes in the Project Management Life Cycle.Project Management Life Cycle Project management is the process of achieving set goals within the constraints of time.
Obtain organizational commitment. Develop the team. Lesson 2 10 .Initiating Process Group Steps in the Initiating process group include: Collect project information.
Define the work. Establish a cost budget. and create baseline plan.Planning Process Group Steps in the Planning process group include: Establish project objectives and scope of work. Determine the timing. Lesson 2 11 . Evaluate. optimize. Establish resource requirements/availability.
Executing Process Group Steps in the Executing process group include: Distribute information. Lesson 2 12 . Track work in progress and actual costs.
Re-forecast the schedule. Recommend necessary action. Lesson 2 13 . Modify the current project with realistic data.Controlling Process Group Steps in the Controlling process group include: Analyze and evaluate the project. Communicate project performance to the project team.
Lesson 2 14 . Determine if project can be used as a methodology.Closing Process Group Steps in the Closing process group include: Document lessons learned. Deliver product to client or stakeholders. Back-up or archive project files.
Navigating.Data. and Layouts Lesson 3 17 .
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 .
Lesson 3 18 .Enterprise and Project-Specific Data Before logging in to Primavera. it is important to understand that a project consists of a combination of enterprise data and projectspecific data.
) Enterprise Data Enterprise data provides the global structure needed to manage multiple projects. Enterprise data is usually defined and maintained by a system administrator. It is available to all projects across the organization and provides the structure necessary for centralized project and resource management.Enterprise and Project-Specific Data (cont. Lesson 3 18 .
) Enterprise Data Examples of enterprise data: Enterprise Project Structure (EPS) Project codes Resource codes Admin categories and preferences Resources Cost accounts Lesson 3 18 .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 .) Project-Specific Data Project-specific data is only available to the project in which it is defined.Enterprise and Project-Specific Data (cont.
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 .
Lesson 3 21 .Logging In Type a valid Login Name and Password to log in to Primavera. contact your system administrator. If you do not know your Login Name/Password.
Numbers in the table correspond to those in the screenshot. It provides quick access to enterprise data and project data. The table below lists key navigation items in the Home window. which lists the 12 windows within Primavera. To the left of the Home window is the Directory bar. 22 .Home Window Lesson 3 The Home window is the starting point for navigation. Click an item in the Directory bar to access it. Each window provides specific functionality to help you manage projects.
Status bar Displays current application and name of open projects. toggle the Directory bar. Title bar 2.Home Window Item Functionality 1. and current baseline. Menu bar 3. Click to perform functions in Primavera. and open Help. Displays user's Login Name. Lesson 3 22 . access mode. data date of open projects. Directory bar 4. Move between open windows. Navigation bar 5. Click to display Primavera windows.
and to access Help for the current window. which is turned on by default. The Navigation bar. display and hide the Directory bar. can be toggled on/off in the View menu by clicking Toolbars. Navigation Bar.Navigation Bar Use the Navigation bar to move back and forward to previously accessed windows. return to the Home window. Lesson 3 23 .
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. All projects under the node are opened. Lesson 3 24 .
Multiple users can view.) Access Modes You have the option to select an access mode prior to opening a project: Shared . and change data.You can view data but cannot input or change data. Other users can access these projects in Read Only mode. Read Only . Exclusive .Opening an Existing Project (cont. input. This is the default setting. Lesson 3 25 .The current user is the only user who can edit data on these projects.
view.) Activities Window The Activities window is used to create. and edit activities for open projects. The table below lists key navigation items in the Activities window. Lesson 3 26 . Numbers in the table correspond to those in the screenshot.Opening an Existing Project (cont.
Lesson 3 6. Displays activity information in spreadsheet format.Activities Window Item Functionality 1. Provides graphical display of activity progress over time. Vertical Split bar Drag bar to hide/show more information in each pane. Layout Options bar Displays icons that allow you to change look of layout. Displays menu of available options for Activities window. Displays options for adding or removing activity data. Activity Table 3. Gantt Chart 4. Toolbar 2. 26 . Command bar 5.
) 7. Horizontal Split bar 8.Activities Window Item Functionality (cont. Activity Details Hide or show more information in top/bottom layouts. View/edit detailed information for selected activity. Lesson 3 26 .
Layouts are available in the Projects. Resource Assignments. Lesson 3 27 .Layouts A layout is a customizable view of information. WBS. Activities. and Tracking windows. combining all the visual elements that appear on the screen.
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 (cont.) Activity Layouts 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 .
28 . Open .Layouts (cont.Displays layout but keeps Open Layout dialog box open. which displays the layout and closes the Open Layout dialog box. you can click either Apply or Open.) Opening an Existing Activity Layout A variety of layouts are available to present activity data from different perspectives. Lesson 3 You will select a different layout and then click Open.Displays layout and closes Open Layout dialog box. You can create user-specific layouts and project-specific layouts. Apply . After selecting a layout. or use global layouts provided by your company.
The Gantt Chart is divided into two sections: Activity Table and Bar Area: Activity Table .) Gantt Chart The Classic WBS Layout displays a Gantt Chart in the top layout and Activity Details in the bottom layout.Displays activity data in columns. Bar Area .Layouts (cont. Lesson 3 30 .Provides a graphical display of activity progress over the duration of the project.
Use this type of layout to review per period and rolled up activity resource/cost data. cost.Layouts (cont.) Activity Usage Spreadsheet The Activity Usage Spreadsheet displays unit. You can customize the timescale of the Activity Usage Spreadsheet: Lesson 3 31 . or earned value data by activity over time.
Lesson 3 32 .Layouts (cont.Shows a graphical display of activities and their relationships.Displays the WBS hierarchy.) 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 .
) Activity Table The Activity Table enables you to see project data in spreadsheet format. You also can modify the columns displayed in the Activity Table to meet your needs.Layouts (cont. You can display the Activity Table on the entire screen if you want to analyze data solely in a tabular format. Lesson 3 33 .
Saving layouts for future use allows you to quickly retrieve information. 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.
Configure the order of the data items.Move all data items to the other section. Lesson 3 35 .Move highlighted data items to the other section. Click Edit Column to edit the selected item's title and choose its alignment in the display.Lists items you have chosen to display.) 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 . Single arrows . Up/down arrows .Customizing a Layout (cont. Double arrows .Lists data items in groups or in list. Selected Options section .
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 .
Lesson 3 38 .Displaying Activity Details (cont.) Selecting Details Tabs The tabs displayed in Activity Details can be customized.
Assignments. All Users .Only the user creating the layout will have access to it in the future.A specified user will have access to the layout.Saving Layouts Layouts can be saved and shared with other users to facilitate project communication.All licensed users will have access to the layout (Global). WBS. Save As . or Tracking windows: Layout. Projects.Prompts you to save the layout with a new name. Save .Saves changes to the existing layout. Note. Layout. that the current user will not have access to the layout. Another User . Current User . Lesson 3 39 . Use the Save Layout dialog box to save a layout in the Activities. however.
After a project-specific layout is saved.Saving Layouts (cont.Apply the layout to any project that is currently open in Primavera. you can only select one project at a time in the Layout Save As dialog box. Though projectspecific layouts can be applied to multiple projects. Project-specific layout offers two advantages: Lesson 3 39 . it can be viewed in the Project band in the Open Layout dialog box.) Project .
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. Closing the project takes you back to the Home window. Lesson 3 41 .
Use the Navigation bar for quick access to Help. Shared. A project consists of enterprise and project-specific data. or Exclusive mode. View activity data in the Activities window and customize the top and bottom layouts. to display the Directory bar. and to move forward and backward to previously accessed windows.Closing a Project (cont. Use layouts to easily view data specific to your needs. You can customize layouts by selecting columns and by specifying top/bottom layouts.) Key Concepts The Home window is a starting point for navigating in Primavera. Choose to open a project in Read Only. 42 Lesson 3 .
) Key Concepts Activity Details. arranged in tabs. Lesson 3 42 . displays detailed information for the activity highlighted in the Activity Table or Activity Network.Closing a Project (cont.
Enterprise Project Structure Lesson 4 43 .
Lesson Objectives Describe the components that comprise the Enterprise Project Structure View the EPS Lesson 4 43 .
Projects always represent the lowest level of the hierarchy.Enterprise Project Structure The Enterprise Project Structure (EPS) is a hierarchy used to organize projects. All projects must be included in a node. Nodes represent different levels within the structure. Each root in the EPS can be subdivided into many nodes. Each node can contain an unlimited number of projects. The EPS is made of roots and nodes. Placement of a project in the hierarchy determines the summary level in which it is included. Lesson 4 44 .
Enterprise Project Structure Lesson 4 44 .
Identifies the selected EPS node.Description of the selected EPS node. The three fields to enter when adding an EPS node are: EPS ID . Responsible Manager . EPS Name .Opening the EPS You can use the Enterprise Project Structure dialog box to define the EPS.Use this field to select an OBS (Organizational Breakdown Structure) element to associate with the selected level of the EPS. Lesson 4 45 .
Manage projects separately while retaining the ability to roll up and summarize data across multiple projects. Tim Harris can view only the Construction node and its children. scope.Benefits of the EPS The EPS offers many benefits. 46 . Assign security at any level of the project structure to provide users with appropriate access to project information. Lesson 4 View resource allocation across projects. and resources across the entire project structure or within a specific node. rolling up all "child" nodes and projects. A node can be opened to view all detailed activity information from the "member" projects. including the ability to: View project priorities. Each node acts as a master project. budgets. For example.
Lesson 4 47 . the root is the top level and can be subdivided into nodes. In the EPS.Key Concepts The EPS is a hierarchy that represents the management and organization of projects in your company. Projects represent the lowest level of the hierarchy. 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.
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 .
Add activities. Review and adjust activities.Creating a Project A project can be created using a variety of methods: Create a New Project wizard: Create the project. Project Architect: Lesson 5 50 . Create the project from a methodology (template). Assign resources and costs. Review and adjust the WBS. Assign resources and costs. Create the Work Breakdown Structure (WBS).
) Import a file: Import a project using the following file formats: Review and adjust the WBS. Copy/paste: Select elements of an existing project you want to copy to a new project. Review and adjust activities.Creating a Project (cont. Lesson 5 50 . Assign resources and costs.
Lesson 5 51 .Create a New Project Wizard The Create a New Project wizard can assist you in creating a project.
Create a New Project Wizard (cont. (The Project Name field does not require a unique name.Type a unique ID in this field.) Lesson 5 52 .) Entering Project Name The name of the project is Office Building Addition. You can shorten the name to create the Project ID. Project Name . Project ID .Type a new name in this field. BLDG.
and then use arrows to scroll to the desired year. To navigate to a different year. Click the desired month and date. the current month/year is displayed. Lesson 5 53 . and then click Select. To navigate in the calendar: When you launch the calendar.Create a New Project Wizard (cont. 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. click the Month/Year section in the calendar.) Entering Project Start and End Dates Use the calendar to select Planned Start and Must Finish By dates for the project.
selected from the Organization Breakdown Structure (OBS). The OBS is a hierarchical arrangement of an organization's project management structure. is the individual responsible for the work. The OBS can be configured to represent a detailed organizational breakdown (with employee names) or a more general framework where departments.Create a New Project Wizard (cont. teams. either as roles or individuals. 54 .) Lesson 5 Entering Responsible Manager The Responsible Manager. or types of responsibility are modeled in the structure.
Create a New Project Wizard (cont.) Selecting Assignment Rate Type Specify the Assignment Rate Type for new resource assignments. Values in the Rate Type drop-down list reflect rate types defined in the Rate Types tab in Admin Preferences. The default rate type determines which price/unit is set on a resource assignment. Lesson 5 55 .
Lesson 5 56 .Create a New Project Wizard (cont. You will create the Office Building Addition project anew.) Running Project Architect Project Architect helps you to create a project from an existing methodology or project template. without the use of a methodology.
Group projects by the Enterprise Project Structure. project codes. create. Numbers in the table correspond to those in the screenshot. Modify column data. To view high-level information about the project. or other project-related items. which displays the projects within the EPS that you can access. Lesson 5 The table below lists key navigation items in the Projects window. navigate to the Projects window. and save project layouts. You can also: Open. Filter projects.Projects Window The project has been created and opened. 57 .
Lesson 5 59 . It can be used to define the project properties and defaults that are applied to the selected project.Project Details Project Details is located in the bottom layout of the Projects window.
Lesson 5 60 .Project Details (cont.Short.Name of the project. Project Name. unique identifier for the project.) General Tab The General tab enables you to view or modify general information about the selected project. The remaining fields are set by default. Fields in the General tab: Project ID . Project Name . and Responsible Manager can be set when you create the project. or you can change them here. Project ID.
Lesson 5 Inactive What-if 60 .) General Tab Status . Currently being worked on. Completed or on hold.Indicates project status based on the table below: Status Indicates project is . Used as test scenario.Project Details (cont... Planned Active Being analyzed before establishing permanent plan.
Indicates whether the project is checked in or checked out. The highest rank is 1. filter. the default is Medium. You can enter a value between Very High and Very Low. Lesson 5 60 .Project Details (cont. Check-out Status . Risk Level .) General Tab Responsible Manager . You can use the risk level to organize. the default is 10. based on its importance to the organization.Indicates the overall risk in performing the project. selected from the OBS. who is responsible for the project. Leveling Priority .User-defined rank of the project against all other projects.Individual. You can enter a value between 1 and 100. and report on projects within the project structure.
Project Web Site URL .Project Details (cont.Indicates the date and time the user checked out the project. Date Checked Out .) General Tab Checked Out By .Displays the project's Web site address. Lesson 5 60 .Displays the user that checked out the project.
Lesson 5 61 .Non-editable field indicating the latest early finish date calculated when the project was last scheduled. Actual Start and Actual Finish .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. Fields in the Dates tab: Planned Start . Finish .Date used as the starting point for schedule calculations. Data Date .Planned start date of the project.Project Details (cont.Date indicating the desired project end date. or you can change them here. The Planned Start and Must Finish By dates can be set when you create the project. Must Finish By .
Project Details (cont.) Dates Tab Anticipated Start and Anticipated Finish .Expected dates that can be entered while planning the project at a high level. Lesson 5 61 .
User-defined description of the selected topic. pasting. inserting pictures. You can use HTML editing features.List of topics assigned to the selected node/project. and adding hyperlinks. view. Fields in the Notebook tab: Notebook Topic . Lesson 5 62 . Detail .Project Details (cont. including formatting text. or edit project notes such as the project's purpose.) Notebook Tab The Notebook tab enables you to write. or other project-specific details. copying. core requirements.
) Codes Tab The Codes tab enables you to assign project code values to the selected project. Lesson 5 64 . Allows for summarization of large amounts of information across projects. such as location or division. Project codes allow you to group the projects in the EPS to specific categories. Unlimited hierarchical project codes are supported.Project Details (cont.
Type ahead . Lesson 5 Below.) 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 in the Search field and. you will type ahead to find the project code value Comm-Commercial. values that match begin with the letters you have typed are displayed in the dialog box.Type in the Search field and then press Enter to search for a value. 65 .Project Details (cont. as you type.
Lesson 5 66 . Auto-numbering Defaults .Project Details (cont.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.) Defaults Tab The Defaults tab is divided into two sections: Defaults for New 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. Note that changing these settings will not affect existing activities.
) Lesson 5 Defaults Tab For the activities in the Office Building Addition project. the first activity ID will be numbered BA1000. This numbering structure relates activities to the project. which is especially helpful when viewing activities from different projects.Project Details (cont. you will set the prefix to BA. the second activity ID will be BA1010. etc. and verify the suffix as 1000 and the increment as 10. 66 . When adding activities.
Project Settings .Identifies which activities are displayed as critical.Sets the character used to separate WBS levels. Lesson 5 67 . identifies the month in which the fiscal year begins.Project Details (cont.Identifies the date and the level to which the project was last summarized. Define Critical Activities .) Settings Tab The Settings tab consists of three sections: Summarized Data . and specifies the baseline used in earned value calculations. either longest path or a value of Total Float.
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 . Two fields of note: Recalculate Actual Units and Cost when Duration % Complete Changes . If you clear the checkbox. Values you specify override the application's calculated values.) Calculations Tab Use this tab to specify how to calculate cost and resource use when you update activities. the application does not estimate actuals and the actual fields remain blank unless you specify values.Project Details (cont.
) Calculations Tab 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.Project Details (cont. Lesson 5 68 . This option is selected by default.
Use Project Details tabs in the Projects window to define default settings and properties for the selected project. such as the anticipated start and finish dates. Once the project is created. or use Project Architect to create a project from an existing template. import a file.) Key Concepts You can create a project with the New Project wizard. use the Projects window to view high-level information for projects you can access. copy an existing file. Lesson 5 69 .Project Details (cont.
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 .
a project. Lesson 6 Elements within the WBS have a child/parent relationship. 72 . which means that you can roll up and summarize information from the lower levels.Work Breakdown Structure The Work Breakdown Structure (WBS) is a hierarchical arrangement of the products and services produced during. and by. 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. Each project has a unique WBS hierarchy.
Work Breakdown Structure Lesson 6 72 .
Viewing WBS Elements When a project is created. Lesson 6 73 . a root level WBS element is added with the same ID and name as the project.
This is illustrated below. Mechanicals. When you create a new WBS element. If you add a WBS element to the wrong level or in the wrong order. The "child" WBS inherits attributes from the "parent" WBS. Elevator. inherits the responsible manager of its parent. 74 .Creating the WBS Hierarchy Lesson 6 WBS elements added to the root level element are automatically indented to form the second level of the hierarchy. you can use the indentation keys located on the Command bar to adjust the structure of the WBS hierarchy. it is indented as a "child" of the WBS element that is currently selected. when the WBS element you create.
Creating the WBS Hierarchy (cont.) You can determine the level that WBS elements group to by right-clicking in the WBS window and choosing Collapse To. Right-click in the WBS window and click Expand All or Collapse All to expand or collapse elements of the WBS. Lesson 6 77 .
Create the WBS in the Work Breakdown Structure window. 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. Use the indentation keys to form various levels in the WBS. The highest level of the WBS is the project.
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 .
They are the lowest level of a WBS and the smallest subdivision of work that directly concerns the project manager. or work package. event.Activities Activities are the fundamental work elements of a project. Most detailed work unit tracked in a project schedule. Also known as a task. Lesson 7 82 . Contains all information about the work to be performed. item.
Activity Components Lesson 7 82 .
To add an activity to a project.Adding Activities Use the Activities window to create. In the Edit menu. click Add. Press Insert on the keyboard. and modify activities for the selected project. click Add. view. Right-click and click Add. perform one of the following actions: In the Command bar. Lesson 7 83 .
you can disable the wizard in User Preferences and manually add activities to the project.The New Activity Wizard The New Activity wizard walks you through the process of adding an activity. Once you become familiar with the process. Lesson 7 84 .
Adding Activities via Activity Wizard While in the Activities window. for each activity that you add. you can click Add in the Command bar to add new activities. Type a unique Activity ID and Activity Name. The New Activity wizard appears only when you click Add in the Command bar. Lesson 7 85 . You will assign the activity to the Design and Engineering WBS element.
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.) Assigning Activity Type Activity Type controls how an activity's duration dates are calculated.
You cannot assign roles.Adding Activities via Activity Wizard (cont.This type is typically used to mark the beginning of a phase or to communicate project deliverables. Lesson 7 87 . expenses. Zero-duration activity. You can assign constraints. work products. You can assign a primary resource. Only has a start date. and documents. steps.) Activity Type: Start Milestone .
You cannot assign roles. You can assign constraints. expenses.) Activity Type: Finish Milestone . work products. steps. Zero-duration activity.Adding Activities via Activity Wizard (cont. Only has a finish date.This type is typically used to mark the end of a phase or to communicate project deliverables. You can assign a primary resource. and documents. Lesson 7 87 .
) Activity Type: Task Dependent . The activity's resources are scheduled to work according to the activity calendar. regardless of the assigned resources' availability. Duration is determined by the assigned calendar's workweek. Lesson 7 87 .This type is typically used when the work needs to be accomplished in a given time frame.Adding Activities via Activity Wizard (cont.
Example of how Primavera calculates the duration when activity type is task dependent. 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 .
Duration is determined by the availability of the resources assigned to work on the activity.Adding Activities via Activity Wizard (cont. The activity's resources are scheduled according to the individual resource's calendar. Lesson 7 87 .This type is typically used when multiple resources assigned to the same activity can work independently.) Activity Type: 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 .Example of how Primavera calculates the duration when activity type is resource dependent.
and its assigned calendar. (Constraints are discussed in a future lesson).) Assigning Activity Type Level of Effort . You cannot assign constraints. Lesson 7 88 .Adding Activities via Activity Wizard (cont. Duration is determined by its predecessor and successor activities. a security guard and meetings.This type is typically used for ongoing tasks dependent on other activities. Examples include clerical work.
This type is used to summarize a WBS level. The WBS summary activity comprises a group of activities that share a common WBS level. Lesson 7 88 . The WBS summary activity duration is calculated based on its assigned calendar. 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.Adding Activities via Activity Wizard (cont.) Assigning Activity Type WBS Summary . You cannot assign constraints to WBS summary activities.
Lesson 7 89 .Adding Activities via Activity Wizard (cont. You will not use the wizard to help you create additional activities.) Completing the New Activity Wizard You have just added your first activity.
and then enter additional information about the activity. or select an existing activity in the WBS band. When adding an activity.Adding an Activity via Activity Details You can use the Activity Details tabs to add an activity. Lesson 7 90 . first select either the WBS band in which the activity will reside.
) General Tab Use the General tab to assign basic information about the activity. Lesson 7 91 . including Activity Type. discussed earlier in this lesson.Adding an Activity via Activity Details (cont.
Adding an Activity via Activity Details (cont. and material costs. Lesson 7 92 . You can also use the Status tab to view the selected activity's float. Start and Finish dates. labor and nonlabor units and costs.) Status Tab Use the Status tab to define the selected activity's duration. and completion percentages. constraint. actuals.
Lesson 7 93 . Notebook topics are typically instructions or descriptions that further describe the activity according to specific categories of information.) Notebook Tab The Notebook tab enables you to assign notes to an activity.Adding an Activity via Activity Details (cont.
Lesson 7 94 .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.
Assign an unlimited number of steps per activity. Steps do not have duration estimates or dates. 97 . Steps can be marked completed in Primavera and by the primary resource in timesheets.Adding Steps to an Activity Activity steps allow you create a checklist for the activity. and then track the completion of each step. Each step can have an additional explanation in the text area on the right side of the Steps tab. Lesson 7 The Review and Approve Designs activity can be broken down into two steps. Often. steps provide a list of procedures required to complete the activity and provide extra guidance to resources assigned to the activity.
If a commonly used step or set of steps have already been defined for an activity. you can convert the steps to a template. Lesson 7 99 .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 use activity codes to view and roll up activities in the Activity Table.Activity Codes Lesson 7 Activity codes enable you to classify and categorize activities according to your organizational and project needs. 100 . Area. Site. build reports in the Report wizard or Report Editor. and Division. Examples of activity codes include Phase. and select and summarize activities. organize a layout by grouping activities into specific categories.
Project-level . Create up to 500 activity codes per project. Organize activities within a project or across a portion of the EPS. Filter and organize activities based on unique. EPS-level .Available to all activities in the database.) Activity codes can be defined in three levels: Global-level .Available to all activities within the EPS node and its children. Create an unlimited number of EPS-level activity codes. Organize activities within a project or across the project structure.Activity Codes (cont. project-specific requirements. Lesson 7 100 .Available to activities only in the project in which the code is created. Create an unlimited number of global-level activity codes.
) Each activity code (global.Activity Codes (cont. EPS. 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 . and project) may contain an unlimited number of activity code values. which can be organized in a hierarchy.
Use the Codes tab in Activity Details.) Assigning Activity Codes to an Activity Assign activity code values in the Activities window.Activity Codes (cont. Lesson 7 100 . Add a column for the activity code in the Activity Table.
Lesson 7 102 .) Assigning Activity Codes to Multiple Activities Use the Command bar to assign an activity code to multiple activities.Activity Codes (cont.
Lesson 7 103 . Calendar assignments are used to schedule activities and level resources. 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.Calendar Assignments (cont.) Calendar Types There are three calendar types: Global calendar Contains calendars that can be used by all projects in the database. Available for all resources and activities in the database. Available for the current project only. Project calendar Lesson 7 Contains a separate pool of calendars for each project. 103 .
For example. You will view the available calendars on the Design Building Addition activity. the default calendar assigned to all activities is theStandard 5 Day Workweek. in this project.) Calendar Assignments Use the Select Activity Calendar dialog box to select the calendar that is used for an activity in the project.Calendar Assignments (cont. Lesson 7 104 .
Creating Relationships Lesson 8 109 .
Create a network logic diagram Differentiate between the four relationship types Create relationships in the Activity Network Create relationships in Activity Details
Network Logic Diagram
A network logic diagram is a logical representation of all the activities in a project showing their dependency relationships.
Network Logic Diagram
Precedence Diagramming Method Precedence Diagramming Method (PDM) is a technique for creating network logic diagrams.
A box or rectangle represents an activity. Lines with arrows connect the boxes and represent the logical relationships between the activities.
Predecessor - Controls the start or finish of another activity. Successor - Depends on the start or finish of another activity.
Start with either the first activity in the network and enter each successor, or start with the last activity in the network and enter each predecessor.
Network Logic Diagram
Precedence Diagramming Method
There are four relationship types. In the following diagrams, activity A represents the predecessor and activity B represents the successor.
Finish-to-Start (FS) - When A finishes, B can start. Start-to-Start (SS) - When A starts, B can start. Finish-to-Finish (FF) - When A finishes, B can finish. Start-to-Finish - When A starts, B can finish.
Relationships with Lag
Lag specifies an offset or delay between an activity and its successor. It can be added to any type of relationship and have a positive or a negative value. Lag is scheduled based on the calendar selected in the General tab in Schedule Options dialog box. (In the Tools menu, click Schedule, and then click Options to access the Schedule Options dialog box.) There are four calendar options for scheduling lag:
Predecessor activity calendar Successor activity calendar 24-hour calendar Project default calendar
Relationships with Lag
Below are two examples of relationships with lag:
Finish-to-Start with Lag - 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. (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. (SS5 indicates there is a start-to-start relationship with 5 days of lag.)
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 .
Lesson 8 114 .Creating Relationships in the Activity Network (cont. The right edge of the activity represents the finish 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. The left edge of the activity represents the start of the activity.
click Group and Sort By to view options. including by EPS and by List. Lesson 8 115 . When creating a relationship in Activity Details. In the Display Options bar. Activities in the Assign Successors dialog box can be grouped and sorted in a variety of ways.Creating Relationships in Activity Details You can also use the Relationships tab to create relationships. the default relationship type is Finish-to-Start.
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.
Viewing Relationships in Gantt Chart
You can also view/modify relationships in the Activity Table and Gantt Chart.
Activity Table - Displays the Predecessors and Successors columns.
Viewing Relationships in Gantt Chart (cont.)
Use the Precedence Diagramming Method to create a network logic diagram to show the relationships between activities. Build the diagram using boxes or rectangles that represent activities, and create logical relationships between the activities, specifying the predecessor and successor activity relationships. There are four relationship types: Finish-to-Start, Start-to-Start, Finish-to-Finish, and Start-to-Finish. The default relationship type is Finish-to-Start. Use lag to specify a delay between an activity and its successor. You can create relationships in the Activity Network via a graphical display, or in the Relationships tab in Activity Details.
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
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. This calculation is done in two passes through the activities in a project.
Critical Path Method Scheduling
The critical path is the series of activities that determines a project's completion date. The duration of the activities on the critical path controls the duration of the entire 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.
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.
Data Date Line J Schedule F M A Lesson 9 OPN .
Scheduling Concepts (cont. Early Start (ES) + Duration . Early dates are the earliest times an activity can start and finish once its predecessors have been completed.) Forward Pass The forward pass calculates an activity's early dates.1 = Early Finish (EF) Lesson 9 124 . The calculation begins with the activities without predecessors.
A 5 ES 1 EF 5 C 15 ES 11 EF 25 B 10 Lesson 9 ES 1 EF 10 Forward pass 124 .
Scheduling Concepts (cont. activities without successors are assigned a Late Finish equal to the latest calculated Early Finish date (25 in the graphic below). Late Finish (LF) . For projects without a Must Finish By date.) Backward Pass The backward pass calculates an activity's late dates. Late dates are the latest times an activity can start and finish without delaying the end date of the project. The calculation begins with the activities without successors (activity C in the graphic below).Duration + 1 = Late Start (LS) Lesson 9 125 .
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 .
You cannot edit an activity's float values directly. 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.) Total Float The amount of time an activity can slip from its early Start without delaying the project. Activities B and C are on the critical path in the graphic below. Activities with zero Total Float are critical. Late date .Early date = Total Float (TF) Lesson 9 An activity's Total Float is automatically calculated each time you schedule the project. 126 .Scheduling Concepts (cont.
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 .
Required finish date specifies when the project must finish regardless of the network's duration and logic. Late Finish . Used only during the backward pass.Scheduling Concepts (cont.) Backward Pass with Required Finish One of the most common project scenarios is a required finish date for the project.Duration + 1 = Late Start Lesson 9 128 .
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 .
) Loops indicate circular logic between two activities.Scheduling Concepts Circular Relationships (Loops) (cont. A dialog box is displayed listing the activities in the loop BA1010 BA1020 BA1030 Lesson 9 129 . Primavera will not calculate a schedule until the loop is eliminated.
) Open Ends Open Ends are activities without a predecessor or successor.Activity uses data date as its Early Start.Activity uses project finish as its Late Finish Open-ended activities can portray an unrealistic amount of positive total float. No predecessor . No successor .Scheduling Concepts (cont. Lesson 9 130 .
Open Ends cont. the start milestone activity and the finish milestone activity. 130 . 10 START 70 FINISH 20 30 50 60 80 90 40 Lesson 9 NOTE: Primavera recommends that each project have only two open ends.
70 FINISH 20 30 50 60 80 90 40 Lesson 9 Notice the relationship between activity 30 and 50 is missing. What will happen when this network is 130 .Open Ends cont. 10 START Oops! Open ends. creating two additional open ends.
Scheduling a Project When you schedule a project. Lesson 9 131 . note the change in the position of activities on the Gantt Chart. Activities are displayed according to their calculated start and finish dates. Critical activities are displayed in red. After you schedule the project.txt). Mark the Log to file checkbox to record scheduling results in a log file (. activity dates are calculated according to durations and logic.
Scheduling a Project (cont.) Schedule Log The Schedule Log records scheduling results. including: Scheduling/leveling settings Statistics Errors Warnings Scheduling/leveling results Exceptions Lesson 9 132 .
Driving Relationships An activity may have a relationship from a predecessor that determines its Early Start. A solid relationship line indicates a driving relationship. This logic tie is called a driving relationship. Lesson 9 133 . BA3060 drives the start of BA3070. A dashed relationship line indicates a non-driving relationship. BA3040 and BA3050 do not drive the start of BA3070.
Schedule dates can be calculated based on the critical path.Key Concepts After relationship logic has been defined. activity Early Start and Finish dates are calculated during a forward pass. schedule the project to determine when the activities will take place. Lesson 9 139 . and the Late Start and Finish dates are calculated during the backward pass. When scheduling using the Critical Path Method. activities will have a total float that represents the amount of time an activity can be delayed without delaying the project. a series of activities that determine a project's completion date. After scheduling. The data date is used as a starting point when scheduling all remaining work for the project.
results are recorded in a Schedule Log.) Key Concepts After scheduling.Driving Relationships (cont. Lesson 9 139 .
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 .
After applying a constraint.Constraints Constraints are imposed restrictions used to reflect project requirements that cannot be built into the logic. the project must be rescheduled to calculate the new dates. and impose a restriction on the entire project or an individual activity Constraints are user-imposed. Use constraints to build a schedule that more accurately reflects the real-world aspects of the project. provide added control to the project. Lesson 10 142 . Two constraints can be assigned to an activity.
assign a Must Finish By of 02-Nov. 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. You will apply a Must Finish By constraint of 02-Nov-10.) Must Finish By Used when an overall project deadline must be met. 143 . the time associated to the Must Finish By date is set to 12:00 am.Commonly Used Constraints (cont. 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. 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. By default. Affects the total float of the entire project.
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.
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 .Start On or After Used to set the earliest date an activity can begin.
You can use the Notebook tab in the Activities window to document these reasons.) Adding Notebook Topic When a constraint is assigned to an activity.Commonly Used Constraints (cont. it is recommended that you add a note to document why the constraint was assigned. Lesson 10 147 .
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 .
Shifts both Early and Late Start dates.Commonly Used Constraints (cont. Used to specify dates submitted by contractors or vendors. Delays an Early Start or accelerates a Late Start. Lesson 10 150 .) Start On Forces the activity to start on the constraint date.
Affects the late dates of its predecessors. Used to place a deadline on the start of the activity. Shifts the Late Start to the constraint date.Commonly Used Constraints (cont.) Start On or Before Forces the activity to start no later than the constraint date. Lesson 10 150 .
Shifts both Early and Late Finish dates. Lesson 10 150 .) Finish On Forces the activity to finish on the constraint date. Used to satisfy intermediate project deadlines. Delays an Early Finish or accelerates a Late Finish.Commonly Used Constraints (cont.
Shifts the Early Finish to the constraint date.Commonly Used Constraints (cont. Lesson 10 150 .) Finish On or After Forces the activity to finish no earlier than the constraint date. Used to prevent an activity from finishing too early. Affects the early dates of its successors.
Also called a zero free float constraint. Lesson 10 150 . Shifts the early dates as late as possible.Commonly Used Constraints (cont.) As Late As Possible Delays an activity as late as possible without delaying its successors.
May violate network logic.) Mandatory Start and Finish Forces early and late dates to be equal to the constraint date. Affects late dates of predecessors and early dates of successors. Lesson 10 150 .Commonly Used Constraints (cont.
Commonly Used Constraints
Assign constraints to activities and projects to reflect real-world restrictions. A maximum of two constraints can be assigned to an activity. The Must Finish By constraint is used when an overall project deadline must be met. Use the Start On or After constraint to set the earliest date an activity can begin.
Maintaining the Project Documents Library
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
The Work Products and Documents window enables you to maintain general information about project documents, including links to the actual document files. Documents are organized hierarchically to enhance categorization. You can catalog and track project-related documents and deliverables, and provide standards and guidelines for performing work on an activity.
Store documents on a network file server or Web site. Maintain general information about project documents such as version, revision date, and author. Create a link to the actual document file.
Documents can be designated as a work product or reference document:
Work product - Includes project or activity deliverables that will be turned over to the end user or customer. Examples: CAD files, testing plans, and blueprints. Reference document - Includes documents that can be referenced by a project participant to provide standards and guidelines for performing work. Examples: guidelines, policies, procedures, design templates, checklists, and worksheets.
Creating a Document Record
Documents do not reside in the Primavera database. To access documents via Primavera, a document record must be created in the Work Products and Documents window.
Creating a Document Record
Files Tab After you add a document record, you must establish a link to the document by specifying a file path. There are two kinds of document location references:
Private Location - References can be viewed only by Primavera client/server application users. Examples include invoices, purchase orders, or contracts. Public Location - References can be viewed by all project participants, including timesheet users. Examples include procedure guidelines or project checklists.
during a project's planning phase. Lesson 11 158 . For example.Creating a Document Record (cont. As the details of your project develop. you may assign a document to a WBS element.) Assigning a Project Document to an Activity Project documents can be assigned to both WBS elements and activities. you can assign the same document to activities.
The name of the person who created the selected work product or document. Private/Public Location . Author .Creating a Document Record (cont.The name of the selected work product or document. 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. Version . Fields in the dialog box are summarized below: Title .The entered Revision Date.The selected work product or document's file name. Date . Launch Private/Public Location .Opens the work product or document's file in its native application.The selected work product or document's version number.
Lesson 11 160 .) Viewing Document Details Description .Creating a Document Record (cont.A narrative description of the selected work product or document.
Creating a Document Record (cont. and author. specify its private and/or public location. Maintain general information of each project document such as version. After adding a document record. revision date.) Key Concepts Documents do not reside in the Primavera database. Specifying a public location enables all project participants to view the document. 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. Lesson 11 161 . a document record must be created in the Work Products and Documents window.
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 .
Total Float. activity codes. Lesson 12 Activities can be grouped by hierarchical fields such as WBS. Grouping is available in all windows and most dialog boxes. and summarize data for reporting purposes. Activities can be grouped by data fields such as dates. and project codes. 164 . costs. Some windows have customized/pre-defined groups. You can also use grouping to quickly view subtotal data in the group title bands.Grouping Data Grouping is a flexible way to organize data into categories that share a common attribute. view summary bars in the Gantt Chart. You can group data to create customized layouts. Each window or dialog box has its own grouping options. and other numeric data.
you have the additional options to Show Grand Totals and Show Summaries Only.Grouping Data (cont.Mark to hide the activities within each group title band. This setting is available in windows that have the Group and Sort by. Show Grand Totals .) Group and Sort Dialog Box The Group and Sort dialog box is used to set up the organization of activities on the screen. Lesson 12 Shrink Vertical Grouping Bands . 165 .Minimize the width of the vertical grouping bands displayed in the Activity Table. Show Summaries Only . Customize layout option.Choose to display or hide the total values for grouping bands. Show Group Totals .Mark to display a grand total row at the top of the layout. If you mark the Show Group Totals checkbox.
Indent . To Level . Lesson 12 Hide if empty . 165 .Displays the font/color for each group title band.Grouping Data (cont. Group Interval .Lists data items used to group the current display.Indicates the number of levels to display when grouping by a hierarchical data item.Mark to hide the group title bands that do not contain activities. Font & Color .) Group and Sort Dialog Box Group By .Indicates the interval by which you want to group the selected data item.Available if the selected data item is hierarchical.
the value is also displayed.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.Mark the checkbox to display the name or description on the grouping band. This checkbox is disabled for any grouping that is not hierarchical. Show ID/Code . Lesson 12 165 .Grouping Data (cont. Show Name/Description .) Group and Sort Dialog Box Sort Bands Alphabetically . Show Title .Mark the checkbox to display the ID or code value 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.
view summary information for the displayed columns. Lesson 12 168 . In the Gantt Chart.Grouping Data (cont. This functionality is especially useful if you want to focus on a specific portion of the layout. In the Activity Table. summary bars are displayed to represent the Start/Finish dates in each group band.) Collapsing/Expanding Grouped Data Collapse group bands to control the level of detail you are viewing.
or chronologically. numerically. you can sort alphabetically.Sorting Activities Sorting determines the sequence in which activities are listed within each grouping band. Based on the data item you choose. Lesson 12 169 .
Lesson 12 169 .Sorting Activities (cont.) Sorting by a Single Criteria To sort by a single criteria. click the data item's column title.
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 .
Filters enable you to create customized layouts by limiting the number of activities displayed helping you to focus on critical activities. Lesson 12 170 . A set of pre-defined filters is provided.Filtering Activities A filter is a set of instructions that determines which activities should display on screen. as is the ability to create user-defined filters of your own. for example.
Multiple criteria for selection may be used within a single filter. 170 .) Filters are divided into the following groupings: Default Global User-defined Lesson 12 One or more filters may be applied to a layout at a time. Filters can be saved as part of a layout. Filter specifications can be saved and re-applied.Filtering Activities (cont.
you must select one of the following options: All selected filters .) Filters Dialog Box All Activities .Mark to include the activities that meet the criteria of each selected filter. Show activities that match .Filtering Activities (cont.Displays only the activities that meet the criteria of each selected filter. 171 . Highlight activities in current layout which match criteria .When more than one filter is marked.Mark to show all activities in the current layout. Any selected filter .Mark to include the activities that meet the criteria of at least one of the selected filters.Highlights only the activities in the current layout that meet the criteria of each selected filter. Lesson 12 Replace activities shown in current layout .
) Applying a Default Filter To view critical activities. Lesson 12 172 . you can run the Critical default filter.Filtering Activities (cont.
for example. and then save the layout as One Month Lookahead. the next month. 173 .Creating a Filter Lesson 12 You can create filters based on a single line of criteria or multiple criteria. You will execute the new filter to display all activities scheduled to occur within the next month. It displays the activities that are scheduled to occur within a given amount of time . A convenient single-criteria filter to use throughout the life cycle of a project is a lookahead filter.
Using Multiple Filters If you cannot achieve your goal with a single filter. you can run two filters simultaneously. Lesson 12 175 .
Using Multiple Filters (cont.) Applying the All Activities Filter To refresh your screen with all activities. you can run the All Activities filter. Lesson 12 176 .
numerically. Lesson 12 177 . Use filters to customize the layout or only show activities that satisfy the filter criteria. and modify the font and color for each grouping selected. You can apply multiple filters to a layout. The Group and Sort dialog box provides options to show grand totals and summaries.Using Multiple Filters (cont. or chronologically.) Key Concepts Use grouping and sorting to organize activities in a layout. Grouping is available in all windows and most dialog boxes. You can also sort the groups alphabetically.
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.
Roles and Resources Before you begin to manage resources in Primavera. Resource . Trainer. Project Manager. Lesson 13 180 .A role is a job title or skill .for example. and Database Administrator. you must understand the difference between a role and a resource: Role . Software Engineer.A resource is an individual (or equipment or material) used to complete an activity.
Each resource also can be assigned a primary role.Roles and Resources (cont. identifying the skill sets of each resource. After roles and resources are defined.available for use across all projects.) Lesson 13 The Role dictionary and Resource dictionary are enterprise data . which defines the core skill or responsibility in the organization. 180 . roles can be associated to resources. Some organizations use roles as placeholders in activity assignments until specific resources are assigned to do the work.
Lesson 13 180 .
Resources tab . Prices tab .Specify allocation limit(s) for a role.There are five available price per unit values. Lesson 13 181 .Lists the Role ID and Role Name. Multiple limits can be established based on effective date. The Responsibilities field lists the skills required to perform the role.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. Limits tab . The title of these values can be defined in the Rates tab in Admin Preferences.
) Lesson 13 Limits Tab Use the Limits tab to specify available quantities (limits) for a role. the effective date must be unique. however.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. 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. Resource Analysis tab. In the Resource Analysis tab in User Preferences. By default. You can define an unlimited number of role limits for each role. 183 . role limits are calculated based on the limit defined for each role's primary resource.
Nonlabor (equipment) . $50. enabling centralized resource management.for example.for example. Resources are divided into three categories: Labor (people) . 184 .Measured in units of time. The Resources window contains information about all resources within the organization.00/hour. $465.50/sf.Defining Resources A resource is anything used to complete an activity.Measured in units other than time . Recorded in terms of price/unit .Measured in units of time. Recorded in terms of price/unit . Generally re-used between activities/projects. $4. Lesson 13 Material .00/hour.for example.
Lesson 13 185 . view.Resource Details Use Resource Details to add. and edit detailed information about the selected resource.
Resource Details (cont. title. employee ID. name. e-mail address. office phone number.) General Tab The General tab enables you to enter general information about the selected resource including the resource's ID. and status. Lesson 13 185 .
Resource Details (cont. Lesson 13 185 .) Codes Tab The Codes tab enables you to assign resource code values to further categorize the selected resource for grouping and organizing.
currency and overtime settings.Resource Details (cont. or in the Resources tab in Activity Details. Labor Classification .Utilized for material resources. Select to determine what unit the resource utilizes. and profile. Lesson 13 186 . Currency .Indicates the resource is Labor. Nonlabor or Material. Overtime Allowed .Indicates the currency associated with the resource's costs.) Details Tab The Details tab enables you to enter the selected resource's labor classification.Mark to indicate the resource can enter overtime hours in Timesheets. Unit of Measure .
Indicates the units/time that will be applied when the resource is assigned to an activity. Calculate costs from units . 186 Lesson 13 . Default Units/Time .Mark to automatically calculate the resource's actual quantity of work according to the project plan.Resource Details (cont. Auto Compute Actuals . Calendar .Calendar used to identify resource availability.) Details Tab Overtime Factor .Indicates the value by which the resource's standard price should be multiplied to determine the resource's overtime price.Mark to calculate the cost of an activity based on the assigned units.
8 h/d (100%) = fulltime or 4 h/d (50%) = part-time. Setting this limit allows you to quickly identify areas of resource overallocation in resource profiles/spreadsheets. Lesson 13 187 .Set the resource's price for a single work unit.) Units & Prices Tab The Units & Prices tab enables you to set prices and availability according to time. Effective Date . according to effective date.A numeric value or percentage the resource can perform in a single work period.Resource Details (cont.. e.The effective start date for price and availability. according to the effective date. Price/Unit .g. Max Units/Time .
. A resource is someone . 188 Lesson 13 . Nonlabor (equipment).) Key Concepts A role is a job title or skill.Resource Details (cont. $4. where you can use Resource Details to view and edit information about resources. Roles can be assigned to resources to aid in resource management. e.g. Resources are divided into three categories: Labor (people). Trainer or Manager. Resources are defined in the Resources window. Multiple roles and a single primary role can be assigned to each resource. for example.used to complete an activity. Material (measured in units other than time.or something .50/square foot). Roles are defined in the Roles dictionary.
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.but not the exact people who will perform the work . Lesson 14 190 .you can assign roles to the activities. To assign a role to an activity. 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.
you can assign roles to the activities. which you can use later to assign the resources.but not the exact people who will perform the work . Lesson 14 190 . Role assignments will act as placeholders.Assigning Roles to Activities If you know which skill sets are required for each activity . click Add Role in the Resources tab in Activity Details. To assign a role to an activity.
Assigning Roles to Activities (cont. Lesson 14 192 .) Assign Multiple Roles to an Activity Use Control-click to select and assign multiple roles to a single activity.
Use Control-click to select individual activities. If the activities you want to select are not contiguous .Assigning Roles to Activities (cont. 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.) 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 .
The names for each rate type are defined by your system administrator in the Rate Types tab of Admin Preferences. Lesson 14 194 .Assigning Rates on Roles Rate types are assigned to roles in the Resources tab in Activity Details. The rate type determines the price/unit used to calculate costs for the assignment. When you select a rate type. the monetary value is updated automatically in the Price/Unit column.
which you can later use to assign a specific resource. Lesson 14 195 . multiple roles to a single activity.Assigning Rates on Roles (cont. The rate type determines the price/unit used to calculate costs for the assignment. or a single role to multiple activities.) Key Concepts Role assignments can act as a placeholder. You can assign a single role to an activity. You can also assign rates to roles.
Assigning Resources and Costs Lesson 15 197 .
nonlabor. and material resources to activities Adjust Budgeted Units/Time for a resource Assign expenses to activities Lesson 15 197 .Lesson Objectives Assign resources by role Assign labor.
Use the Resource Usage Profile to view resource quantity/cost information graphically. and to what extent. the spreadsheet helps you analyze resource allocation. Use columns to view total costs. Like the Resource Usage Profile. a resource is allocated. roles. Enter the resource name and amount of work planned. description. Use the Resource Usage Spreadsheet to view resource quantity/cost information in a tabular format.Steps for Resource Management Following are the basic steps for resource management: Define resource availability. cost. Lesson 15 198 . The cost is calculated based on the resource quantity and price/unit as defined in the Resources window. The profile helps you analyze when. and attributes that control the resource's effect on the schedule. Set up the resource name.
When you assign by role. only those resources assigned to the role are displayed in the Assign Resources by Role dialog box. These settings include Price/Time. Units/Time. When assigning resources by role. At least one role must be assigned to an activity to assign resources by role.Assigning by Role Lesson 15 Resource assignments can be made by replacing a role assignment with a specific resource. 199 . and Overtime Factor values. a confirmation dialog box is displayed if the resource selected to replace the role assignment has different default quantity/cost settings.
Assigning by Role (cont.Apply the role's quantity/cost settings. Lesson 15 200 .Apply the resource's quantity/cost settings. Click Yes .) In responding to the dialog box: Click No .
) Assigning By Role to Multiple Activities You can select multiple activities to simultaneously replace their role assignments. You can also assign multiple resources by roles to multiple activities simultaneously. Lesson 15 201 .Assigning by Role (cont.
Budgeted Units . hours for example. 8 hours/day. Units/Time .for example.The number of units.Assigning Resources Depending on numerous factors . that a resource is assigned to work on the activity.The number of units (hours) a resource is scheduled to work in a specific time period .including the type of activity or type of resource .you may need to adjust Budgeted Units or Units/Time when assigning a resource. Lesson 15 202 .
) Assigning Resource to Level of Effort Activity When you assign a resource to an activity. Therefore.Assigning Resources (cont. 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. this calculation is performed: Duration x Units/Time = Units. Lesson 15 202 .
Assigning Resources (cont. The Search feature can help you quickly search the resource dictionary for a backhoe. Resources in the dictionary can be used on any activity.) Lesson 15 Assigning a Nonlabor Resource If a role is not designated as a placeholder in an activity. assign a resource directly from the Resource dictionary. a nonlabor resource which is required to work on the Backfill and Compact Walls activity. 203 . An unlimited number of resources can be assigned.
you will manually type 16h/d in the Budgeted Units/Time column. Lesson 15 204 .Assigning Resources (cont.) Adjusting Resource's Budgeted Units/Time You can adjust Budgeted Units/Time after making a resource assignment. indicating that two laborers at 8h/d will work on the activity. In the example below.
the first resource assigned is designated as the primary resource. An activity can have one or no primary resource. Only the primary resource can send feedback via Primavera Timesheets to the project manager. Lesson 15 205 . informing the project manager of the status of an activity. A primary resource can be assigned to a milestone activity to allow the milestone to be updated through timesheets. A primary resource can update steps via Timesheets. This assignment is made on in the General tab in Activity Details.) Designating a Primary Resource The primary resource is the person responsible for coordinating an activity's work. If multiple resources are assigned.Assigning Resources (cont.
Polyform is measured in linear feet and concrete is measured in cubic yards.) Assigning a Material Resource Material resources are not measured in units of time. For example. After the unit of measure is created. Lesson 15 206 . it is assigned to the material resource in the Resource dictionary.Assigning Resources (cont. Units of measure are created in Admin Categories.
There are two types of costs: Resource . Lesson 15 207 . Expense .Lump sum costs that are manually entered.Planning Costs Costs are planned and managed at the activity level.Calculated based on resource assignments.
) 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.Planning Costs (cont. Budgeted Cost = Budgeted Units x Price/Unit Lesson 15 207 .
Planning Costs (cont. each. overhead. or uniformly over the duration of an activity. Expense categories can be assigned to classify the expense. Examples of expenses include facilities. You can enter a single lump sum expense or you can enter the number of units and the Price/Unit. Lesson 15 208 . A unit of measure can be used to label the quantity. square feet. and training. pounds. Expenses can be accrued at the start. for example. travel. They are typically one-time expenditures for non-reusable items.) Expense Expenses are non-resource costs associated with a project. end. Expenses are manually assigned at the activity level.
cost.) Summary Tab Use the Summary tab to display unit. Select Display cost at the bottom of the page to display the itemized and total cost of the selected activity. or date information for the selected activity. The activity's costs are broken into: Labor Cost Nonlabor Cost Material Cost Expenses Total Cost Lesson 15 210 .Planning Costs (cont.
assign a resource directly from the Resource dictionary. You can also designate a primary resource.Planning Costs (cont.) Key Concepts Three steps in resource management are defining resources. you can adjust Units/Time or Budgeted Units. At least one role must be assigned to an activity to assign resources by role. Lesson 15 211 . When you assign a resource to an activity. and analyzing resources. assigning resources. this calculation is performed: Duration x Units/Time = Units. Resource assignments can be made by replacing a role assignment with a specific resource. When you assign a resource. If a role is not designated as a placeholder in 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.
week. 214 .) All closed projects (except what-if projects) Displays resource/cost usage data for: All closed projects with a leveling priority .Resource Analysis Settings (cont. Time-Distributed Data Lesson 16 Display data based on Remaining Early or Forecast dates.When electing to show remaining values for open versus closed projects. day. choose this option to include data for all closed projects with a specific leveling priority.Focus on resource/cost usage in the projects currently opened. Select the time interval for displaying live resource allocation: hour. or month. Opened projects only .
Resource Usage Profile Lesson 16 The Resource Usage Profile provides a graphical view of unit/cost distributions over time. 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. 216 . identify overallocated resources. and display a "banana curve" to compare early and late dates. track expenditures per time period. It displays the amount of effort needed from each resource/role on the project during each time period.
Resource Usage Profile
Display separate bars for one or all of the following:
Budgeted units/costs Actual units/costs Remaining Early units/costs Remaining Late units/costs
The Resource Usage Profile timescale matches the timescale for the Gantt Chart. Format columns, group, sort, and filter resources/roles in the profile. Can be saved as part of a layout.
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, and another that controls display options for the right pane.
Displaying the Resource Usage Profile (cont.)
Viewing All Projects or Open Projects Only When you select the User Preferences setting to All closed projects (except what-if projects), you can toggle the Resource Usage Profile to display either:
all open projects. all closed projects except for what-if projects.
This option is available on the right pane Display Options bar. Once you have only the open projects displayed, you can filter the top layout by either Time Period or Resource.
Displaying the Resource Usage Profile (cont.)
Formatting the Profile The Resource Usage Profile can be modified by adjusting Data and Graph settings in the Resource Usage Profile Options dialog box. Data settings:
Display - Select to display units or costs. Show Bars/Curves - Mark to display By Date (periodic) bars and/or Cumulative curves and format their colors. Show Remaining Bars As - Select a solid color to display early bars and a hatched color to display late bars. Additional Data Options - Mark to display a line indicating resource limits; resource/role overallocation; resource availability; or resource overtime units.
Displaying the Resource Usage Profile (cont.)
Formatting the Profile Graph settings:
Vertical Lines - Choose to display major/minor sight lines based on the timescale interval. Horizontal Lines - Choose the line style and color. Additional display options:
Show Legend - Display the data item each color represents. 3D Bars - Add a third dimension to the bars. Background Color - Specify the color displayed in the background of the Resource Usage profile. Calculate Average - Specify the values you want to use to divide the timescale interval totals.
Displaying the Resource Usage Profile (cont.)
Formatting the Timescale You can specify the timescale you want to display in the Resource Usage Profile and the Gantt Chart.
Timescale Start - Specify the date from which the timescale should start for the profile or Gantt Chart. Date Interval - Choose the units of the timescale in years, quarters, months, weeks, days, hours, and shifts.
Displaying the Resource Usage Profile (cont.)
Formatting the Timescale You can also format the timescale by clicking and dragging:
Place your mouse on the minor date interval on the timescale. Click and drag to expand or contract the timescale.
and display a "banana curve" to compare early and late dates. Use the profile to determine how many hours each resource is scheduled to work. It displays the amount of effort needed from each resource/role on the project during each time period. track expenditures per time period.Displaying the Resource Usage Profile (cont.) Key Concepts The Resource Usage Profile provides a graphical view of unit/cost distributions over time. You can specify settings for resource analysis in the Resource Analysis tab in User Preferences. identify overallocated resources. Lesson 16 227 . You can further customize the profile by using the two Display Option bars.
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 .
Evaluate the resources to ensure that the resources are not overallocated. and cost requirements. resource.Analyzing the Project Once you have created the project plan.Evaluate the schedule to ensure that milestone dates and project dates are achieved. verify that it meets the project stakeholders' date. Lesson 17 230 . Analyze resource allocation . If an inconsistency exists between the information in the project plan and the project requirements. Analyze cost budget .Evaluate project costs. you will be able to identify the source of the problem and define a solution: Analyze schedule dates .
Analyzing the Project Lesson 17 230 .
Back up your project plan. If the calculated Finish date of the project is beyond the Must Finish By date. the project must be shortened. each deliverable in the project should be scheduled to finish by the dates imposed by the project stakeholders.Analyzing Schedule Dates The most important date in the schedule is the calculated project Finish date. Shorten the project. Steps for analysis: Compare the calculated Finish to the Must Finish By date. 231 Lesson 17 . In addition. Focus on critical activities.
The Office Building Addition project must be finished by 02-Nov-10 .) 232 .Analyzing Schedule Dates (cont.however. the schedule indicates that the project will not finish until 17Nov-10. (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.) 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.
Analyzing Schedule Dates (cont. the Finish is likely affected. Lesson 17 233 .) Focusing on Critical Activities To shorten the project. If you adjust a critical activity. focus on critical activities. These represent the longest continuous path of activities through a project that determines the project Finish date.
235 .Shortening the Project If schedule analysis leads you to conclude that the Must Finish By date cannot be met. Several methods can help you accomplish this goal: Refine duration estimates: Break down long activities. Assign additional resources to reduce duration. concentrate your efforts on shortening the schedule. Lesson 17 Use relationships to overlap activities. Apply/modify constraints.
Shortening the Project (cont. Add exceptions to nonworktime.) Change calendar assignments: Put critical activities on a longer workweek. Lesson 17 235 .
these activities offer the greatest flexibility in altering durations. Lesson 17 236 .) Refining Duration Estimates Begin the analysis by reviewing the activities with the longest duration. In general.Shortening the Project (cont.
) Lesson 17 Modifying Relationships If you need to further compress the schedule. change the relationship to Start-to-Start with 5 days of lag. Therefore. there is a Finish-to-Start relationship between the Site Preparation and Excavation activities. You determine these activities can be performed at the same time. Currently. 237 . review relationships between activities on the critical path.Shortening the Project (cont.
Shortening the Project (cont. 238 . A resource is available to work on the Excavation activity. be sure to also modify the Notebook topic that was created to document the constraint.) 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. If you modify a constraint. You can now remove the Start On or After constraint from the Excavation activity.
Lesson 17 239 . The Total Float for the project equals 1 day and the calculated Finish date is 29-Oct-10. Therefore. the project is scheduled to finish before the Must Finish By date of 2-Nov-10.) Verifying Project Dates To see if the project will now finish on time. verify that no negative Total Float exists on any of the activities in the project.Shortening the Project (cont.
Before proceeding. verify that resources are appropriately allocated.Analyzing Resource Allocation The project plan is now scheduled to be completed by the deadline. Lesson 17 240 . You can then reassign resources to help even the workload. You can use the Resource Usage Profile to determine which resources are overallocated/underutilized.
) 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. Lesson 17 241 .Analyzing Resource Allocation (cont. identify the activities contributing to Oliver Rock's overallocation in January through February 2010.
Assign additional resources to the activity. Waylan Smithers is not allocated to work in this time period. Lesson 17 After analyzing Oliver Rock's overallocation. Several methods can help you accomplish this goal: Replace the overallocated resource with an available resource. so he can be assigned to the activities.Analyzing Resource Allocation (cont.) Correcting Overallocation If overallocation is identified. Increase the resource's workweek. choose a method to remove the overallocation from the specific resource. Increase the hours/day that the resource works. 242 . 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.
) Correcting Overallocation Assign Waylan Smithers to work on the two activities. Lesson 17 244 .Analyzing Resource Allocation (cont.
Lesson 17 245 .Analyzing Resource Allocation (cont. who was assigned in his place. who was removed from the activities. and Waylan Smithers.) Reviewing Allocation Use the Resource Usage Profile to check allocation for Oliver Rock.
Analyzing Resource Allocation (cont.it is not available in the Assign Resources by Role dialog box.) Replacing a Resource Note that this functionality is available only when assigning a resource directly . Lesson 17 246 .
as well as each individual activity.000 has been allocated for the Office Building Addition project. By displaying cost columns in the Activity Table. you can analyze the budgeted cost of the entire project. You will display a layout that shows budgeted cost information so you can determine whether the project is within this budget.Analyzing the Budget Lesson 17 There are many options for analyzing the budget. $250. 247 .
Evaluate costs to ensure that the project can be completed within budget. Lesson 17 248 .) Key Concepts Optimizing the project plan is the last step in planning your project. the project must be shortened. such as refining durations. and cost requirements.Analyzing the Budget (cont. Comapare the dates in the Dates tab in Project Details. resource. Ensure that the project plan meets its date. You can use various methods to shorten the project. applying constraints. Use the Resource Usage Profile to ensure resources are not overallocated. If the calculated Finish date of the project is beyond the Must Finish By date. and focusing on critical activities. modifying relationships.
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 .
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. Examples include initial planning. what-if. Baselines provide a target against which you can track a project's cost. Lesson 18 250 . and resource performance. Create a baseline plan before updating a schedule for the first time. schedule. Assign a baseline type to categorize a baseline.Baselines A baseline is a copy of a project that you can compare to the current project to evaluate progress. Baseline functionality in Primavera enables you to: Save an unlimited number of baselines per project. or mid-project baselines.
Creating a Baseline You can create a baseline either by: Copying the currently opened project. Baselines can be assigned only to opened projects. you must select the project to which it is associated. All opened projects are displayed in the Maintain Baselines dialog box. Converting another project into a baseline. When you create a baseline. Lesson 18 251 .
For example. can be used after the project is underway. Baseline types are also useful in organizing multiple baselines in the project. Lesson 18 252 . Another baseline type. the Initial Plan baseline type can be used for your initial project plan.Creating a Baseline (cont. Mid-Project Status.) Categorizing the Baseline Assign a baseline type to categorize the baseline based on how you to intend to use it.
Used for schedule comparison only. and cost comparison. resource. Maintain Project Baselines. the current project plan is used as the baseline. Project baseline is the baseline selected by the project manager for the project.Creating a Baseline (cont. Lesson 18 User Baseline assignments are user-specific.) Assigning a Baseline Use the Assign Baselines dialog box to choose a project baseline and/or user baseline for the project. Controlled by the security privilege. If no baseline is designated as active. Each user can choose a different baseline for comparison to the current project. 253 . Used for schedule.
row position. color. and shape of the bars displayed in the Gantt Chart. Actual Bar drawn from Actual Start date to Actual Finish date. Lesson 18 254 . Filter . Timescale .Viewing Baseline Bars The Bars dialog box allows you to modify the type. for example. size.Bar is drawn based on the timescale selected.Bar is drawn for all activities that match the criteria listed in the filter displayed.
Shape . Lesson 18 254 .Displays the position of the bar on the Gantt Chart. Pattern . Color .) Bar Style Tab The Bar Style tab enables you to specify the shape. the color of the bar itself.Viewing Baseline Bars (cont. and pattern of the bars and endpoints.Shape of the selected bar's start endpoint. the bar itself. and the finish endpoint. and the color of the finish endpoint. color.The fill pattern of the selected bar. Row .Choose the selected bar's start endpoint color.
you can create additional bars based on date fields and filters.) Lesson 18 Displaying Baseline Bars By displaying baseline bars in the Gantt Chart. 255 . Select a value in the Row field to determine placement of a bar in the Gantt Chart.Viewing Baseline Bars (cont. you can visually compare the baseline plan's schedule dates to the current project plan's schedule dates. In addition to bars displayed by default.
Viewing Baseline Bars (cont.) Customizing the Activity Table You can further customize the layout by choosing display options for the Activity Table. Lesson 18 256 . which can be specified in the Table. These include the font of the text and the height of the rows. Font and Row dialog box.
Viewing Baseline Bars (cont. save it with a new name. Lesson 18 257 .) Saving the Layout If you are pleased with the layout.
you can quickly determine the Start and Finish dates of activities in the Gantt Chart. Lesson 18 258 .) Bar Labels Tab Labels can be placed on any of the bars listed in the dialog box. By adding dates to the bars.Viewing Baseline Bars (cont.
A user-baseline can be designated by each user and is used for schedule comparison only. A project baseline is the baseline selected by the project manager for the project and is controlled by a security privilege. You can create a baseline either by copying the currently opened project or converting another project into a baseline. Assign a baseline type to categorize the baseline based on how you to intend to use it.) Key Concepts A baseline is a copy of a project that you can compare to the current project to evaluate progress. Create a baseline plan before updating a schedule for the first time.Viewing Baseline Bars (cont. 260 Lesson 18 .
size. color.Viewing Baseline Bars (cont. and shape of the baseline bars displayed in the Gantt Chart.) Key Concepts The Bars dialog box allows you to modify the type. Lesson 18 260 . 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 .
Your company will establish a standard update procedure.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. Lesson 19 262 .
Lesson 19 262 .) How Often? You may need to update daily. weekly. or monthly.Updating a Project (cont. depending on the length of your project and how frequently you want to adjust your forecasts.
Record actual dates and progress. Auto compute actuals. actual resource usage and cost. 262 . Team members use timesheets to update activities. Project managers review and approve timesheets.Updating a Project (cont. Approve and apply timesheets. Project managers apply timesheets to the project. Lesson 19 Progress of activities is automatically calculated according to the project plan. and cost information.) How Data is Collected Project managers manually enter the actual date. resource. and expense costs.
The data date is the date up to which actual performance data is reported and the date from which future work is scheduled. By default. actuals are recorded for each activity relative to the data date. the data date is set to the beginning of the day. Lesson 19 263 .The Data Date When updating a project.
Lesson 19 263 .
Identify the new data date with the Progress Spotlight. Be sure to verify the new data date. Apply actuals to the project. Calculate the schedule. Perform target analysis. Lesson 19 Compare the current plan to the target to analyze variances. Report resource use and costs to date. Monitor project progress with reports.Updating Process Create a baseline plan. Enter activity progress. Use Suspend and Resume dates as necessary. 264 .
) 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 .Updating Process (cont.
resources. Lesson 19 264 . Use Progress Spotlight to identify activities to be updated. Select only activities to be updated.) Tips for Statusing Use Activity Details tabs or the Activity Table. Use filters and grouping to create a statusing layout. Organize in a useful sequence via activity codes.Updating Process (cont. and dates. Use rolling dates for a time period look-ahead.
the statusing period begins at the current data date and ends at a point in the future.Defining a Statusing Period Lesson 19 Define the statusing period before you begin to update activities. The end of the statusing period will become the new data date .the date up to which actual performance is measured. The length of the statusing period depends on the frequency of your updates. for example. You could. create a statusing period that extends one week from the current data date. 265 . In general.
Lesson 19 265 .) There are two options to define the statusing period in the Gantt Chart: Activate Progress Spotlight.Defining a Statusing Period (cont. the new data date must still be manually changed in the Schedule dialog box. Drag the data date. 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. It also provides a highlighted list of activities that should have progress during the update period.Defining a Statusing Period (cont.
) 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.
Actual data is different than planned data actual data is the real time and cost associated with an activity. and expense costs at regular intervals. weekly. depending on the length of your project and how frequently you want to adjust your forecasts. or monthly. You may need to update daily. Lesson 19 268 . resource usage. you must enter actual schedule data.Entering Actuals Once a project is underway.
and cost data in the following order: Lesson 19 268 .Entering Actuals (cont.) Enter schedule. resource.
Entering Actuals (cont.) Completed Activities Actual Start and Actual Finish dates Actual Regular Units/Costs Actual Cost for expenses Lesson 19 268 .
Lesson 19 268 . use Suspend/Resume dates.Entering Actuals (cont.) Activities in Progress 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.
You do not need to enter data in the Finish field because the activity type is a Start Milestone. mark the Started checkbox and enter the Actual Start date. which has zero duration. Lesson 19 269 .Statusing Milestones To update a start milestone.
Lesson 19 Below you will check the Actual Regular Units for the activity. Enter Actual Regular Units for resources.Statusing Activities to Completion Three steps must be performed to update an activity to completion: Enter Actual Start and Actual Finish dates. 270 . 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. Enter Actual Cost for expenses. Note that in this example.
The activity started on time but finished 1 day late.) You will now status activity BA1020 . Resource Paul Kim worked an additional 8 hours on the activity. When selecting a new date for the Started or Finished field in the Status tab. mark the checkbox first and then select the date. which was completed during this status period.Review and Approve Designs. Lesson 19 272 .Statusing Activities to Completion (cont.
Statusing Activities to Completion (cont.) 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. Lesson 19 274 .
Actual Cost and Remaining Cost for expenses. You will reflect this by increasing the Remaining Duration. 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. Actual Regular Units and Remaining Units for resources. Percent Complete and/or Remaining Duration. 275 . Lesson 19 In the example below. Remaining Units represents the amount of work (units) that is required to complete the activity.Statusing Activities in Progress Five steps must be performed to update an activity in progress: Enter Enter Enter Enter Actual Start date.
) The formula for calculating Remaining Units is: Remaining Units = Remaining Duration * Remaining Units/Time. Lesson 19 276 .Statusing Activities in Progress (cont.
The actual duration excludes suspension time. Lesson 19 In the exercise below.The first day that work will continue on the activity. the Excavation activity was started late and then was suspended due to a snowstorm. A suspended activity must have an Actual Start. Suspend date . you may suspend it.The last day that work was conducted on the activity. Use the Status tab to enter Suspend and Resume dates. Use the Notebook tab to document the reason for the suspension. 277 . Resume date .Suspending an Activity When an activity starts but is unexpectedly delayed or stopped for a period of time.
the field for At Completion Cost ($600.Statusing Activities to Completion Lesson 19 The Review and Submit Flooring Samples activity has finished 1 day early. The Assemble Technical Data for Heat Pump activity has an expense that is running over its budgeted amount. 279 . The Assemble Technical Data for Heat Pump activity was started and finished in this update period. Resource Oliver Rock worked 8 hours less than planned on the activity.00). You will update the expenses for the activity to reflect the spending. The Assemble Brick Samples activity also was completed during this status period. Update Actual Units to 56 hours.00) is calculated by adding Actual Cost ($600.00) + Remaining Cost ($0. In the Expense tab.
it is time to reschedule the project based on the new data date. Any activities that did not finish on time will delay their successor activities.Rescheduling the Project Now that actuals have been entered. Lesson 19 284 .
) Viewing the Results of Rescheduling Project After the project has been rescheduled. Implement the revised project plan. BA2020. Gain agreement within your project team. Develop strategies for getting the project back on track. Analyze the activities on the critical path. Review the project's performance to date. have also been delayed.Rescheduling the Project (cont. the successors to the delayed activity. Lesson 19 285 .
and the cost budget. resource allocation.Controlling the Project After scheduling a project. analyze schedule dates. Lesson 19 286 .
Compare the calculated Finish date to the Must Finish By date to see if you will complete the project on time. Adjust the project to meet your project Finish date.Controlling the Project (cont. Lesson 19 286 . analyze critical activities. If the project is behind schedule.) Analyzing Schedule Dates Analyze the schedule to determine if milestone dates and project dates are being met.
determine if resources are being used effectively.Controlling the Project (cont. Lesson 19 286 .) Analyzing Resource Allocation After adjusting the project.
) Analyzing the Cost Budget After adjusting the project. Lesson 19 286 .Controlling the Project (cont. view At Completion Total Cost to determine if you are within your budget.
Add exceptions to non-worktime. Break down long activities. Lesson 19 287 . Add resources to reduce durations. 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. Change calendar assignments: Put critical activities on a longer workweek.
) 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.. decrease the scope by reducing the total hours worked on activities.e. Lesson 19 287 . If the scope change is approved. Can the scope of the activity/project decrease? In some cases. This will change the duration of the activities.Compressing the Schedule (cont. If the delay is not approved. find another way to meet the project milestones and Finish date of the project. adjust the affected milestones. decrease the scope of the project. you can decrease the total amount of work that will be accomplished. If the delay is approved. i. in order to meet the project milestones and finish date.
This may be possible if another resource with the necessary skills is available.) If the scope change is not approved. find another way to meet the project milestones and Finish date of the project.Compressing the Schedule (cont.or under-estimated? You may have overestimated the number of hours to complete activities. the scope of work can be accomplished in fewer hours. which decreases the duration of the activities. Were the budgeted hours over. Can an additional resource be assigned? You can assign another resource to the activity to finish it on time. You can decrease the total hours worked on activities. Lesson 19 287 .
Lesson 19 288 . Can the resource work overtime? The resource may need to work overtime to complete an activity on time. The hours the resource works each day will increase. If this is possible. you can assign it to make up the hours.) If a resource is available.Compressing the Schedule (cont. then enter the original remaining hours. you can decrease the duration of the activity.
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 .
including: Printed layouts Printed reports from the Report wizard Printed reports from Report Writer Project Web site Timesheets Primavera Web applications Lesson 20 296 .Methods for Performance Reporting There are many methods to distribute schedule. and cost performance information to the project team. resource.
resource.Reports Window The Reports window displays reports for schedule. and cost. Lesson 20 297 .
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.Preview the report before printing it.Compile and save the report as an HTML file.Choose to compile and save the report as a delimited text file (. Print Preview .) Run Report Dialog Box Use the Run Report dialog box to compile and print the selected report. Lesson 20 299 . space).txt) if the data contains the field delimiter you specify. HTML File .Compile and print the report.. Text Qualifier .Select the character used to separate categories of data that you save in delimited text format (. tab. Directly to Printer . ASCII Text File .Select the character used to separate categories of information that you save in delimited text format (i.txt).e. comma. such as quote marks (").
Notes . click to specify the file name and location where you want to save the report.Use to add a comment to the report. View file when done .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.Running an Existing Report (cont.If you choose HTML File or ASCII Text File.) Run Report Dialog Box Output file . Lesson 20 299 . Comment appears directly under the report title.
Running an Existing Report (cont. Lesson 20 300 .) Print Preview Print preview allows you to make modifications to the layout before printing.
Select the default printer. and orientation. Print 4. Page Setup 2. Last/First Page Display the first or last page of the displayed report.Print Preview Dialog Box Item Functionality 1. and page orientation. Print the displayed report. n 6. Display the previous or next page of the Left/Right/Up/Dow displayed report. margins. Publish Define report's header/footer. Lesson 20 5. print size. 300 . Print the report in HTML format. Print Setup 3.
Open Help.Print Preview Dialog Box Item Functionality (cont. Close Magnify/reduce your view of the displayed report.) 7. Help 9. Zoom In/Out 8. Close Print Preview and return to the previous window. Lesson 20 300 .
Activity Name.) Lesson 20 Printing Reports Printing reports is an effective way to communicate project information with resources and other project managers. Remaining Duration. Late Start.Running an Existing Report (cont. The report below displays the Original Duration. Percent Complete. Early Start. Early Finish. Late Finish and Total Float of all the activities in the project. 300 .
The reports can be modified as they are built. To create a wizard report: Select a base table and pertinent data fields. and filtering options. Lesson 20 302 . or they can be reopened later to be modified. Organize the data via grouping. sorting.Report Wizard The Report wizard enables you to easily create a wide variety of ad hoc reports.
Report Wizard (cont. Lesson 20 303 .) 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 20 305 .Report Wizard (cont.) Configure Selected Subject Areas Select the columns you would like to use in the report.
) Adding a Filter to the Report Select the filter you would like to use in the report.Report Wizard (cont. Lesson 20 306 .
Lesson 20 309 . click the Print icon. To print.Report Wizard (cont.) Print Preview You can preview the report before printing.
Saving a Report After reviewing your report. Lesson 20 310 . you can save it and assign it to a specific report group.
you can assign it to a report group.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.
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 .
and cost. Lesson 20 316 .) Key Concepts The Reports window displays reports for schedule. resource. You can report schedule performance by choosing one of the pre-defined schedule reports listed in the Reports window.Creating a Report Using the Current Layout (cont.
To create a wizard report: Select a base table and pertinent data fields. and filtering options.) Key Concepts The Report wizard enables you to easily create a wide variety of ad hoc reports.Creating a Report Using the Current Layout (cont. sorting. The reports can be modified as they are built. Organize the data via grouping. or they can be reopened later to be modified. Lesson 20 316 . The Report wizard can also be used to create reports based on the layout that is currently displayed.
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 .
and issues. etc. reference documents outline. enabling them to move between projects and from page to page within a report. resource hierarchy. risks. Using a Web browser. activity codes and values. work products and documents. resources. 318 . You can also navigate a project Web site using the project's WBS. You can browse a project plan at a high level and quickly view more detailed information about specific activities. the project team and other interested parties can view project documents that contain hypertext links to other pages.Project Web Site Lesson 21 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.
for example limiting activity information and personal information about resources. Create a Web site that contains one or multiple projects.) Among the Web site features: Customize the Web page design.Project Web Site (cont. Lesson 21 318 . Control the level of detail published. The project(s) must be opened when publishing.
) Control the information included: Activity layouts Tracking layouts Project reports Global data dictionaries Test a project Web site locally prior to publishing publicly.Project Web Site (cont. Lesson 21 318 .
Lesson 21 319 . colors. Scheme determines the fonts. you can create a link to the location of the project Web site. icons. Use the General tab to set up the information displayed on the Web site: Web Site Name. Web Site Description. and Last Publish Date is displayed on the Web site splash screen. Path chosen in the Publish Directory field determines the location of the Web site files. and splash screen that will be used for the Web site.Creating a Project Web Site On the General tab in the Projects window.
Use the Main Form tab to customize features on the main form of the Web site. icons/logos. Lesson 21 321 .Customizing the Project Web Site You can use the default scheme or create your own scheme by adding graphics. Customizable features include background/foreground colors. and text types/fonts. fonts. and colors.
Lesson 21 322 .Customizing the Project Web Site (cont.) Splash Tab Use the Splash tab to customize features on the splash screen.
Lesson 21 323 . only WBS data is published.Customizing the Project Web Site (cont. If all checkboxes are cleared.) Topics Tab Use the Topics tab to determine the detailed data to publish to the Web site.
Customizing the Project Web Site (cont. Define activity layouts in the Activities window and tracking layouts in the Tracking window.) Graphics Tab Use the Graphics tab to select existing activity or tracking layouts to publish to the project's Web site. Lesson 21 324 .
If you do not want reports to be displayed in a specific Web site.Customizing the Project Web Site (cont. Lesson 21 325 .) 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.
Lesson 21 Data is static as of the date the site is published.Customizing the Project Web Site (cont. those files will be deleted and replaced with the updated files. A project Web site cannot be published if the subdirectory contains files other than the Project Web site files. the subdirectory will be created. 326 . If the publish subdirectory does not exist. publish the site again.) Publishing the Web Site A project Web site cannot be published in a subdirectory beneath the directory that contains Primavera. To update the site with the new data. If the publish subdirectory contains only project Web site files.
and can be used to launch the Web site.Customizing the Project Web Site (cont. 327 .) 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. Lesson 21 The URL set for the Web site is also displayed in Primavera Portfolio Analysis and in Timesheets. Manually from the General tab in the Projects window.
Select the data elements to view. Left 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. Click the Subtoolbar to view a specific set of data relating to what is selected from the upper pane. Right pane .Contains a navigation toolbar for quick access to various sections of the Web site.Navigate through the details for the element displayed in the left pane.Navigating the Project Web Site The project Web site is divided into three panes: Upper pane . 328 .
Timescale begins on the date defined by the selected layout. Columns displayed are defined by the selected layout. The layouts represent a static picture of the project. Lesson 21 330 .Publishing Activity Layouts Save activity layouts as HTML files that are not linked to a project Web site you previously created.
These layouts represent a static picture of the project.Publishing Activity Layouts (cont.) 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. and global data dictionaries. The Web site can include activity layouts. 332 . You can use the default scheme or create your own scheme by adding graphics. You can also save activity layouts as HTML files that are not linked to any project Web site you previously created. fonts. project reports. tracking layouts. and colors.
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