Primavera P6 Software Demonstration
September 30, 2013
Charlene Thompson, PE PMP EVP PSP
Primavera History
Oracle
Before we start -
• How long have you been using P6? • Do you consider yourself a beginner, an expert
or something in between?
• Grayware before software!
• Always create a copy or backup before you make significant changes!
Agenda
• Starting a new project – decisions, decisions, decisions! – Defaults, views & filters on the Project, WBS and
Activity screens
• Copying vs. Exporting & Restoring • Function keys • Short-cuts • Global changes • Other Traps & Cautions
Project Screen
• General Tab • Dates Tab • Notebook • Codes • Defaults • Resources • Settings • Calculations
WBS Screen
• General Tab • Notebook • WPs & Docs • Earned Value
Activity Screen
• General Tab • Status Tab • Resources • Relationships • Codes • Notebook
• Steps • Feedback • WPs & Docs • Earned Value • Expenses • Summary
Copy, Export/Import
• Create a copy • Create a baseline • Export for someone else to use • Import someone else’s (maybe a sub’s?) • Import from MS Project (*!@?)
Function & Control Keys
• F9 – Options
• F5 • F10 (oops!) • F1 • F7 (SDK)
• Ctrl+O • Ctrl+A • Ctrl+C, +X, +V • Ctrl+Z • Ctrl+F, +R • Ctrl+E • Ctrl +/-
Shortcuts
• Working in the Gantt chart – Graphic interface – Options for the bars
• Working in the Activity Sheet – Link Activities – Fill Down – Renumber – Dissolve vs. Delete
Global Changes
• How do I . . .? – Simple changes
• Can I use Ctrl+R instead? • Have I considered the impacts?
– Complex changes/assignments • Create UDFs for performing multi-step changes • Have I considered the impacts?
Traps & Cautions
• Expected Finish • % Complete Filter • Time • Calendar Conflicts/Substitutions • Relationships/Lags • DCMA 14 http://www.dcma.mil/policy/200-1/PAM-200-1.pdf
• Others that you’ve encountered?
Review
• Feedback – Was this session helpful? – What other application information would be
helpful?