primavera tutorial - version - 6.0

Tutorial on Primavera Version 6.0

TopicsTopics

Introduction to Primavera t oduct o to a e aThe Project Management Life CycleData, Navigating, and LayoutsData, Navigating, and LayoutsEnterprise Project StructureCreating a ProjectCreating a ProjectCreating a Work Breakdown StructureAdding ActivitiesAdding Activities

continued...

Topics (cont.)Topics (cont.)

Creating RelationshipsC eat g e at o s psSchedulingAssigning ConstraintsAssigning ConstraintsMaintaining the Project Documents LibraryFormatting Schedule DataFormatting Schedule DataRoles and ResourcesAssigning RolesAssigning Roles

continued...

Topics (cont.)Topics (cont.)

Assigning Resources and Costsss g g esou ces a d CostsAnalyzing Resources Optimizing the Project PlanOptimizing the Project PlanBaselining the Project PlanProject Execution and ControlProject Execution and ControlReporting PerformanceProject Web SiteProject Web Site

Introduction to PrimaveraIntroduction to Primavera

Lesson 1

1

Lesson Objectives

Describe Primavera toolsExplain the difference between enterprise and project-Explain the difference between enterprise and project-specific data

on 1

1Less

o

Introduction to Primavera

Primavera provides multi-project, multi-user tools for enterprise-wide project management, providingenterprise wide project management, providing comprehensive information on all projects in the enterprise, from executive-level summaries to detailed work assignments for each team memberwork assignments for each team member.Primavera is an integrated solution with Web-enabled, client/server, and desktop software that provides role-/ , p pspecific tools to satisfy each team member’s needs, responsibilities and skills.Primavera is an enterprise wide solutionPrimavera is an enterprise-wide solution.

Works identically in single- and multi-project modes.Scalable client/server architecture.on

1

Relational databases (Oracle, SQL Server and MSDE).

2Less

o

Primavera Moduleson

1

3Less

o

Primavera Tools (cont.)

Project Management Use for planning, monitoring, and controlling projects.Use for planning, monitoring, and controlling projects. Store and manage projects in a central location.

on 1

3Less

o


Methodology Management An integrated process improvement platform for deliveringAn integrated process improvement platform for delivering best practices, lessons learned, and organizational standards in the form of project templates, work product templates, and estimation metrics.p ,Create, capture, organize, and improve reusable components for building future project plans.

on 1

3Less

o


Timesheets Enables Web-based timekeeping and communication.Enables Web based timekeeping and communication.Team members see all supporting information they need to coordinate and perform their work while communicating directly with the central database.directly with the central database.

on 1

4Less

o


P6 Web / MyPrimavera (Portfolio, Project, Resource Management and Collaboration) (Portfolio, Project, Resource Management and Collaboration)

Interface for project managers who require Web-enabled project management functionality It also enablesproject management functionality. It also enables enterprise-wide, Web-based collaboration. Users can create, manage, status, and schedule projects using Web browserusing Web browser.Tool is divided into menus based on specific functionality and data access for the different roles that exist on a project team: project manager resource manager andproject team: project manager, resource manager, and portfolio manager.

on 1

4Less

o

Enterprise and Project-Specific Data

A project consists of a combination of enterprise and project-specific data.project specific data.

on 1

5Less

o

Enterprise and Project-Specific Data (cont.)

Enterprise DataEnterprise data provides the global structure needed toEnterprise data provides the global structure needed to manage multiple projects. It is available to all projects across the organization and provides the structure necessary for centralized project and resourcenecessary for centralized project and resource management.Examples of centralized project management include:

Project structureProject structureProject codesAdmin categories and preferences

E l f t li d t i l dExamples of centralized resource management include:ResourcesCost accountson

1

Resource codes

5Less

o

Enterprise Data

OBSProject

Structure

p

Resource Admin

categories & preferences

codes

Project codeson

1

ResourcesCost accounts

Rolescodes

5Less

o


Project-Specific DataProject-specific data is only available to the project inProject-specific data is only available to the project in which it is defined.

DatesWork Breakdown Structure (WBS)ActivitiesActivity relationshipsy pBaselinesExpensesRisksRisksThresholds and Issues Work Products & Documents

on 1

Project Web Site

6Less

o

Thresholds & IssuesP j tP j t S ifiS ifi

Activities

ProjectProject--Specific Specific DataData

ASAS

ES

EF

EFEF Baseline/Target

Dates

WBS

Work Products & Documents

WBS

$

on 1

Project Web SiteExpensesRisks 6Le

sso


Enterprise/Project-Specific DataThe following types of data are enterprise as well asThe following types of data are enterprise, as well as project-specific:

CalendarsReportsActivity codes

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

on 1

7Less

o

Enterprise/ProjectEnterprise/Project--Specific DataSpecific DataSpecific DataSpecific Data

20002000

Activity on 1

Calendars

Reports

yCodes

7Less

o

The Project Management Life Cycle

Lesson 2

9

Lesson Objectives

Review the relationship between Primavera and the project management life cycleproject management life cycleIdentify the five process groups in the Project Management life cycle

on 2

9Less

o

Project Management Life CycleIn it ia t in gprocessg r o u pProject Management is the

process of achieving set goals

Plan n in gprocessg r o u p

process of achieving set goals within the constraints of time, budget, and staffing restrictions.

Exe cu t in gprocessg r o u p

C o n tr o llin gprocessg r o u p

on 2

C lo s in gprocessg r o u p

10Less

o

Organizationcommitment

Projectinformation

InitiatingprocessProject Management

Te amdevelopment

Scope definition

j gLife Cycle (continued)

Activitydefinition

Scheduledevelopment

Resource andcost planning

Project plan

Planningprocess

oject p adevelopment

Informationdistribution

Project planexecution

Yes

Executingprocess

Are therechanges?

NoPerformance

reporting

Controllingprocess

Projectcomplete?

Projectcloseout

Yes

No

on 2

Administrativecloseout

Projectcompletion

Closingprocess

11Less

o

Initiating Process Group

Steps in the Initiating process group include:Define templates and workflow for initiation request.Define templates and workflow for initiation request.Initiate request.Obtain organizational commitment.

on 2

12Less

o

Planning Process Group

Steps in the Planning process group include:Establish project objectives and scope of work.Establish project objectives and scope of work.Define the work.Determine the timing.E t bli h i t / il bilitEstablish resource requirements/availability.Establish a cost budget.Evaluate, optimize, and create baseline plan.

on 2

13Less

o

Executing Process Group

Steps in the Executing process group include: Distribute information.Distribute information.Track work in progress and actual costs.

on 2

14Less

o

Controlling Process Group

Steps in the Controlling process group include:Analyze and evaluate the project.Analyze and evaluate the project.Recommend necessary action.Modify the current project with realistic data.R f t th h d lRe-forecast the schedule.Communicate project performance to the project team.

on 2

15Less

o

Closing Process Group

Steps in the Closing process group include:Document lessons learned.Document lessons learned.Determine if project can be used as a methodology.Deliver product to client or stakeholders.B k hi j t filBack-up or archive project files.

on 2

16Less

o

Data, Navigating, and LayoutsData, Navigating, and Layouts

Lesson 3

17

Lesson Objectives

Describe enterprise and project-specific dataLog inLog in Open an existing projectNavigate in the Home window and Activities windowgOpen an existing layoutCustomize a layoutSave a layout

on 3

17Less

o

Enterprise and Project-Specific Data

Before logging in to Primavera, it is important to understand that a project consists of a combination ofunderstand that a project consists of a combination of enterprise data and project-specific data.

on 3

18Less

o


Enterprise DataEnterprise data provides the global structure needed toEnterprise data provides the global structure needed to manage multiple projects. It is available to all projects across the organization and provides the structure

f t li d j t dnecessary for centralized project and resource management. Enterprise data is usually defined and maintained by a system administrator.y y

on 3

18Less

o


Enterprise DataExamples of enterprise data:Examples of enterprise data:

Enterprise Project Structure (EPS)Project codesResource codesAdmin categories and preferencesResourcesCost accounts

on 3

18Less

o


Project-Specific DataProject-specific data is only available to the project inProject-specific data is only available to the project in which it is defined. Project managers define project-specific data to further control their projects.

DatesWork Breakdown Structure (WBS)ActivitiesActivity relationshipsBaselinesExpensesExpensesRisksThresholds and issues

on 3

Work products and documentsProject Web site

19Less

o


Enterprise/Project-Specific DataThe following types of data are enterprise as well asThe following types of data are enterprise as well as project-specific:

CalendarsReportsActivity codes

on 3

20Less

o

Logging In

Type a valid Login Name and Password to log in to Primavera. If you do not know your LoginPrimavera. If you do not know your Login Name/Password, contact your system administrator.

on 3

21Less

o

Home Window

The Home window is the starting point for navigation. It provides quick access to enterprise data and projectprovides quick access to enterprise data and project data.To the left of the Home window is the Directory bar,

hi h li t th 12 i d ithi P i E hwhich lists the 12 windows within Primavera. Each window provides specific functionality to help you manage projects. Click an item in the Directory bar to g p j yaccess it.The table below lists key navigation items in the Home window Numbers in the table correspond to those inwindow. Numbers in the table correspond to those in the screenshot.

on 3

22Less

o

Home WindowItemItem FunctionalityFunctionality

1. Title bar Displays current application and name of open p y pp pprojects.

2. Menu bar Click to perform functions in Primavera.

3. Directory bar Click to display Primavera windows.

4. Navigation bar Move between open windows, toggle the4. Navigation bar Move between open windows, toggle the Directory bar, and open Help.

5. Status bar Displays user's Login Name, data date of open projects, access mode, and current baseline.

on 3

projects, access mode, and current baseline.

22Less

o

Navigation Bar

Use the Navigation bar to move back and forward to previously accessed windows; return to the Homepreviously accessed windows; return to the Home window; display and hide the Directory bar; and to access Help for the current window. Th N i ti b hi h i t d b d f ltThe Navigation bar, which is turned on by default, can be toggled on/off in the View menu by clicking Toolbars, Navigation Bar., g

on 3

23Less

o

Opening an Existing Project

The Open Project dialog box lists all the projects you have access to open.have access to open.

All projects under the node are opened.

Open multiple projects under different nodes.Press Control-click to select more than one projectPress Control-click to select more than one project.

on 3

24Less

o

Opening an Existing Project (cont.)

Access ModesYou have the option to select an access mode prior toYou have the option to select an access mode prior to opening a project:

Shared - Multiple users can view, input, and change data. Thi i th d f lt ttiThis is the default setting.Read Only - You can view data but cannot input or change data.Exclusive - The current user is the only user who can edit data on these projects. Other users can access these projects in Read Only mode.

on 3

25Less

o

Opening an Existing Project (cont.)

Activities WindowThe Activities window is used to create view and editThe Activities window is used to create, view, and edit activities for open projects. The table below lists key navigation items in the Activities window. Numbers in th t bl d t th i th h tthe table correspond to those in the screenshot.

on 3

26Less

o

Activities WindowItemItem FunctionalityFunctionality

1. Toolbar Displays icons that allow you to change look of p y y glayout.

2. Activity Table Displays activity information in spreadsheet format.format.

3. Gantt Chart Provides graphical display of activity progress over time.

4 Command bar Displays options for adding or removing activity4. Command bar Displays options for adding or removing activity data.

5. Layout Options bar Displays menu of available options for Activities i d

on 3

window.

6. Vertical Split bar Drag bar to hide/show more information in each pane.

26Less

o

Activities Window (cont.)

ItemItem FunctionalityFunctionality

7. Horizontal Split bar Hide or show more information in top/bottom p p/layouts.

8. Activity Details View/edit detailed information for selected activity.activity.

on 3

26Less

o

Layouts

A layout is a customizable view of information, combining all the visual elements that appear on thecombining all the visual elements that appear on the screen. Layouts are available in the Projects, WBS, Activities, Resource Assignments, and Tracking windowswindows.

on 3

27Less

o

Layouts (cont.)

Activity LayoutsThe Activities window provides the option of viewingThe Activities window provides the option of viewing data in top/bottom layouts.

Choose one of the following to show on top:Activity TableGantt ChartActivity Usage SpreadsheetActivity Network

on 3

27Less

o

Layouts (cont.)

Activity LayoutsChoose one of the following to show on bottom:Choose one of the following to show on bottom:

Activity DetailsActivity TableGantt ChartGantt ChartActivity Usage SpreadsheetResource Usage SpreadsheetActivity Usage ProfileActivity Usage ProfileResource Usage ProfileTrace Logic

on 3

27Less

o

Layouts (cont.)

Opening an Existing Activity LayoutA variety of layouts are available to present activity dataA variety of layouts are available to present activity data from different perspectives. You can create user-specific layouts and project-specific layouts, or use global l t id d blayouts provided by your company.After selecting a layout, you can click either Apply or Open.Open.

Apply - Displays layout but keeps Open Layout dialog box open.Open Displays layout and closes Open Layout dialog boxOpen - Displays layout and closes Open Layout dialog box.

You will select a different layout and then click Open, which displays the layout and closes the Open Layout on 3

dialog box.

28Less

o

Layouts (cont.)

Gantt ChartThe Classic WBS Layout displays a Gantt Chart in theThe Classic WBS Layout displays a Gantt Chart in the top layout and Activity Details in the bottom layout. The Gantt Chart is divided into two sections: Activity Table and Bar Area:

Activity Table - Displays activity data in columns. Bar Area - Provides a graphical display of activity progressBar Area Provides a graphical display of activity progress over the duration of the project.

on 3

30Less

o

Layouts (cont.)

Activity Usage SpreadsheetThe Activity Usage Spreadsheet displays unit cost orThe Activity Usage Spreadsheet displays unit, cost, or earned value data by activity over time. Use this type of layout to review per period and rolled up activity

/ t d tresource/cost data.You can customize the timescale of the Activity Usage Spreadsheet:Spreadsheet:

on 3

31Less

o

Layouts (cont.)

Activity Network Use the Activity Network to view the relationshipsUse the Activity Network to view the relationships between activities and the logical flow of the activities in the project:

Left pane - Displays the WBS hierarchy.Right pane - Shows a graphical display of activities and their relationships.

on 3

32Less

o

Layouts (cont.)

Activity TableThe Activity Table enables you to see project data inThe 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.You can display the Activity Table on the entire screen if you want to analyze data solely in a tabular format.

on 3

33Less

o

Customizing a Layout

The Activities window can be customized and saved as a layout. Saving layouts for future use allows you toa layout. Saving layouts for future use allows you to quickly retrieve information.

The Layout Options bar is the centralized menu for layout customizationcustomization.The following is a list of layout elements that are customizable:

BarsBarsColumnsTimescaleTable font and colorsTable font and colorsRow heightFiltersActi it g o ping and so tingon

3

Activity grouping and sortingTop/bottom layouts

34Less

o

Customizing a Layout (cont.)

Selecting ColumnsThe Columns dialog box enables you to select columnsThe Columns dialog box enables you to select columns to display in the Activity Table and specify the order in which they appear:

Available Options section - Lists data items in groups or in list. Selected Options section - Lists items you have chosen to display.Single arrows - Move highlighted data items to the other section.Double arrows - Move all data items to the other section.Up/down arrows - Configure the order of the data items.

Click Edit Column to edit the selected item's title andon 3

Click Edit Column to edit the selected item s title and choose its alignment in the display.

35Less

o

Customizing a Layout (cont.)

Using Hint Help in Columns Dialog BoxYou can use Hint Help to view a definition for any dataYou can use Hint Help to view a definition for any data item in the column list.

on 3

36Less

o

Displaying Activity Details

Activity Details displays detailed information for the activity highlighted in the Activity Table or Activityactivity highlighted in the Activity Table or Activity Network.

on 3

37Less

o

Displaying Activity Details (cont.)

Selecting Details TabsThe tabs displayed in Activity Details can beThe tabs displayed in Activity Details can be customized.

on 3

38Less

o

Saving Layouts

Layouts can be saved and shared with other users to facilitate project communication. Use the Save Layoutfacilitate project communication. Use the Save Layout dialog box to save a layout in the Activities, WBS, Projects, Assignments, or Tracking windows:

L t S S h t th i ti l tLayout, Save - Saves changes to the existing layout.Layout, Save As - Prompts you to save the layout with a new name.

l h h l ll hCurrent User - Only the user creating the layout will have access to it in the future.All Users - All licensed users will have access to the layout (Global)(Global).Another User - A specified user will have access to the layout. Note, however, that the current user will not have access to the layout.on

3

y

39Less

o

Saving Layouts (cont.)

Project - Apply the layout to any project that is currently open in Primavera. Though project-specificcurrently open in Primavera. Though project specific layouts can be applied to multiple projects, you can only select one project at a time in the Layout Save As dialog box After a project specific layout is saved it can bebox. After a project-specific layout is saved, it can be viewed in the Project band in the Open Layout dialog box. Project-specific layout offers two advantages:

on 3

39Less

o

Closing a Project

Close the project when you are finished working with it. You are prompted to verify that you want to close theYou are prompted to verify that you want to close the project.Closing the project takes you back to the Home

i dwindow.

on 3

41Less

o

Closing a Project (cont.)

Key ConceptsThe Home window is a starting point for navigating inThe Home window is a starting point for navigating in Primavera. Use the Navigation bar for quick access to Help, to display the Directory bar, and to move forward and backward tothe Directory bar, and to move forward and backward to previously accessed windows. Choose to open a project in Read Only, Shared, or Exclusive mode.mode.A project consists of enterprise and project-specific data. View activity data in the Activities window and customize the top and bottom layoutsthe top and bottom layouts. Use layouts to easily view data specific to your needs. You can customize layouts by selecting columns and by specifying top/bottom layoutson

3

specifying top/bottom layouts.

42Less

o

Closing a Project (cont.)

Key ConceptsActivity Details, arranged in tabs, displays detailedActivity Details, arranged in tabs, displays detailed information for the activity highlighted in the Activity Table or Activity Network.

on 3

42Less

o

Enterprise Project StructureEnterprise Project Structure

Lesson 4

43

Lesson Objectives

Describe the components that comprise the Enterprise Project StructureProject StructureView the EPS

on 4

43Less

o

Enterprise Project Structure

The Enterprise Project Structure (EPS) is a hierarchy used to organize projects.used to organize projects.

The EPS is made of roots and nodes.Each root in the EPS can be subdivided into many nodes.Nodes represent different levels within the structureNodes represent different levels within the structure.

All projects must be included in a node.Each node can contain an unlimited number of projects.Projects always represent the lowest level of the hierarchyProjects always represent the lowest level of the hierarchy.Placement of a project in the hierarchy determines the summary level in which it is included.

on 4

44Less

o

Enterprise Project StructureEnterprise Project Structure

Level 1EPSRoot

Level 1

EPSNode

EPSNode

Level 2

ProjectFEPS

NodeEPSNode

EPSNode

Level 3

ProjectD

ProjectE

ProjectB

ProjectC

ProjectA

on 4

42Less

o

Opening the EPS

You can use the Enterprise Project Structure dialog box to define the EPS.to define the EPS.The three fields to enter when adding an EPS node are:

EPS ID - Identifies the selected EPS node.EPS Name - Description of the selected EPS node.Responsible Manager - Use this field to select an OBS (Organizational Breakdown Structure) element to associate with the selected level of the EPS.

on 4

45Less

o

Benefits of the EPS

The EPS offers many benefits, including the ability to:View project priorities, scope, budgets, and resources acrossView project priorities, scope, budgets, and resources across the entire project structure or within a specific node. Manage projects separately while retaining the ability to roll up and summarize data across multiple projects.up and summarize data across multiple projects.

Each node acts as a master project, rolling up all "child" nodes and projects.A node can be opened to view all detailed activity information p yfrom the "member" projects.

View resource allocation across projects.Assign security at any level of the project structure toAssign security at any level of the project structure to provide users with appropriate access to project information. For example, Tim Harris can view only the Construction node and its children.on

4

46Less

o

Key Concepts

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

on 4

47Less

o

Creating a ProjectCreating a Project

Lesson 5

49

Lesson Objectives

Create a projectNavigate in the Projects windowNavigate in the Projects windowView and modify information in Project Details

on 5

49Less

o

Creating a Project

A project can be created using a variety of methods:Create a New Project wizard:Create a New Project wizard:

Create the project.Create the Work Breakdown Structure (WBS).Add activitiesAdd activities.Assign resources and costs.

Project Architect:Create the project from a methodology (template)Create the project from a methodology (template).Review and adjust the WBS.Review and adjust activities.Assign resources and costsAssign resources and costs.

on 5

50Less

o

Creating a Project (cont.)

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

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

on 5

50Less

o

Create a New Project Wizard

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

on 5

51Less

o

Create a New Project Wizard (cont.)

Entering Project NameThe name of the project is Office Building Addition YouThe name of the project is Office Building Addition. You can shorten the name to create the Project ID, BLDG.

Project ID - Type a unique ID in this field.Project Name - Type a new name in this field. (The Project Name field does not require a unique name.)

on 5

52Less

o


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

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

on 5

53Less

o


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

on 5

54Less

o


Selecting Assignment Rate TypeSpecify the Assignment Rate Type for new resourceSpecify the Assignment Rate Type for new resource assignments. The default rate type determines which price/unit is set on a resource assignment. Values in the R t T d d li t fl t t t d fi d iRate Type drop-down list reflect rate types defined in the Rate Types tab in Admin Preferences.

on 5

55Less

o


Running Project ArchitectProject Architect helps you to create a project from anProject Architect helps you to create a project from an existing methodology or project template. You will create the Office Building Addition project anew,

ith t th f th d lwithout the use of a methodology.

on 5

56Less

o

Projects Window

The project has been created and opened. To view high-level information about the projectTo view high-level information about the project, navigate to the Projects window, which displays the projects within the EPS that you can access. You can lalso:

Open, create, and save project layouts.Group projects by the Enterprise Project Structure, project p p j y p j , p jcodes, or other project-related items.Filter projects.Modify column data.Modify column data.

The table below lists key navigation items in the Projects window. Numbers in the table correspond to th i th h ton 5

those in the screenshot.

57Less

o

Project Details

Project Details is located in the bottom layout of the Projects window. It can be used to define the projectProjects window. It can be used to define the project properties and defaults that are applied to the selected project.

on 5

59Less

o

Project Details (cont.)

General TabThe General tab enables you to view or modify generalThe General tab enables you to view or modify general information about the selected project. Project ID, Project Name, and Responsible Manager can be set

h t th j t h thwhen you create the project, or you can change them here. The remaining fields are set by default.Fields in the General tab:Fields in the General tab:

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

on 5

60Less

o

Project Details ( )Project Details (cont.)

G l T b General TabStatus - Indicates project status based on the table below:

StatusStatus Indicates project is ...Indicates project is ...

Planned Being analyzed before establishing permanentPlanned Being analyzed before establishing permanent plan.

Active Currently being worked on.

on 5

Inactive Completed or on hold.

What-if Used as test scenario.

60Less

o


General TabResponsible Manager - Individual, selected from the OBS,Responsible Manager Individual, selected from the OBS, who is responsible for the project.Risk Level - Indicates the overall risk in performing the project. You can use the risk level to organize, filter, andproject. You can use the risk level to organize, filter, and report on projects within the project structure. You can enter a value between Very High and Very Low; the default is Medium.Leveling Priority - User-defined rank of the project against all other projects, based on its importance to the organization. You can enter a value between 1 and 100. gThe highest rank is 1; the default is 10.Check-out Status - Indicates whether the project is checked in or checked out.on

5

60Less

o


General TabChecked Out By - Displays the user that checked out theChecked Out By Displays the user that checked out the project.Date Checked Out - Indicates the date and time the user checked out the project.checked out the project.Project Web Site URL - Displays the project's Web site address.

on 5

60Less

o


Dates TabThe Dates tab enables you to edit date information forThe Dates tab enables you to edit date information for the selected project. The Planned Start and Must Finish By dates can be set when you create the project, or you

h th hcan change them here.Fields in the Dates tab:

Planned Start - Planned start date of the projectPlanned Start Planned start date of the project.Data Date - Date used as the starting point for schedule calculations.Must Finish By Date indicating the desired project endMust Finish By - Date indicating the desired project end date.Finish - Non-editable field indicating the latest early finish date calculated when the project was last scheduledon

5

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. 61Le

sso


Dates TabAnticipated Start and Anticipated Finish - Expected datesAnticipated Start and Anticipated Finish Expected dates that can be entered while planning the project at a high level.

on 5

61Less

o


Notebook TabThe Notebook tab enables you to write view or editThe Notebook tab enables you to write, view, or edit project notes such as the project's purpose, core requirements, or other project-specific details. Fields in the Notebook tab:

Notebook Topic - List of topics assigned to the selected node/project. /p jDetail - User-defined description of the selected topic. You can use HTML editing features, including formatting text, inserting pictures, copying, pasting, and adding hyperlinks.g p , py g, p g, g yp

on 5

62Less

o


Codes TabThe Codes tab enables you to assign project codeThe Codes tab enables you to assign project code values to the selected project. Project codes allow you to group the projects in the EPS to specific categories, such as location or division.

Unlimited hierarchical project codes are supported.Allows for summarization of large amounts of informationAllows for summarization of large amounts of information across projects.

on 5

64Less

o


Type Ahead and Search in Dialog BoxesThe Search field in dialog boxes throughout PrimaveraThe 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 then press Enter to search for a value.Type ahead - Type in the Search field and, as you type, values that match begin with the letters you have typed are displayed in the dialog box.

Below, you will type ahead to find the project code , y yp p jvalue Comm-Commercial.

on 5

65Less

o


Defaults TabThe Defaults tab is divided into two sections: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. Note that changing these settings will not affect existingthat changing these settings will not affect existing activities.Auto-numbering Defaults - Sets how new activities will be numbered in your projectnumbered in your project.

When the Increment Activity ID based on selected activity field is marked, the prefix or suffix of the selected activity is applied to the activity that is being added.pp y g

on 5

66Less

o


Defaults TabFor the activities in the Office Building Addition projectFor the activities in the Office Building Addition project, you will set the prefix to BA, and verify the suffix as 1000 and the increment as 10. When adding activities, th fi t ti it ID ill b b d BA1000 ththe first activity ID will be numbered BA1000, the second activity ID will be BA1010, etc. This numbering structure relates activities to the project, which is p j ,especially helpful when viewing activities from different projects.

on 5

66Less

o


Settings TabThe Settings tab consists of three sections:The Settings tab consists of three sections:

Summarized Data - Identifies the date and the level to which the project was last summarized.P j t S tti S t th h t d t t WBSProject Settings - Sets the character used to separate WBS levels; identifies the month in which the fiscal year begins; and specifies the baseline used in earned value calculations.D fi C iti l A ti iti Id tifi hi h ti itiDefine Critical Activities - Identifies which activities are displayed as critical, either longest path or a value of Total Float.

on 5

67Less

o


Calculations TabUse this tab to specify how to calculate cost andUse this tab to specify how to calculate cost and resource use when you update activities. Two fields of note:

Recalculate Actual Units and Cost when Duration % Complete Changes - Mark to calculate actual units and costs as Actual (units or costs) = Budgeted (units or costs) * D ti % C l tDuration % Complete

Primavera performs these calculations whenever you update the Duration % complete. Values you specify override the application's calculated valuesValues you specify override the application's calculated values. If you clear the checkbox, the application does not estimate actuals and the actual fields remain blank unless you specify values.on

5

68Less

o


Calculations TabLink Actual and Actual This Period Units and Cost - Mark thisLink Actual and Actual This Period Units and Cost Mark this checkbox to recalculate actual or actual this period units and costs when one of these values is updated. This option is selected by default.y

on 5

68Less

o


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

on 5

69Less

o

Creating a Work Breakdown Structure

Lesson 6

71

Lesson Objectives

Define a Work Breakdown StructureCreate multiple levels of a WBS hierarchyCreate multiple levels of a WBS hierarchy

on 6

71Less

o

Work Breakdown Structure

The Work Breakdown Structure (WBS) is a hierarchical arrangement of the products and services producedarrangement of the products and services produced during, and by, a project. It enables you to divide a project into meaningful and logical pieces for the purpose of planning and controlpurpose of planning and control.

Each project has a unique WBS hierarchy. The root level of the WBS is equal to the Project ID and P j t NProject Name.

Elements within the WBS have a child/parent relationship, which means that you can roll up and summarize information from the lower levelsinformation from the lower levels.

on 6

72Less

o

Work Breakdown StructureWork Breakdown Structure

Project A/WBSRoot / Level 1

WBS.3WBS.2WBS.1Level 2

WBS 1 2WBS 1 1 WBS 1 3Level 3

on 6

WBS.1.2WBS.1.1 WBS.1.3Level 3

71Less

o

Course Scenario

Office Building Addition

Design and Engineering MechanicalsFoundation Structure Exterior

FinishesInterior

Finishes

o

HVACElevator Plumbing and Electrical

Engineering Finishes

Floor and Carpet

Plumbing and Lighting Fixtures

Carpentry

Finishes

Paint

enar

io

RoofBrick Doors and Windows

se S

ce

68Cour

s

Viewing WBS Elements

When a project is created, a root level WBS element is added with the same ID and name as the project.added with the same ID and name as the project.

on 6

73Less

o

Creating the WBS Hierarchy

WBS elements added to the root level element are automatically indented to form the second level of theautomatically indented to form the second level of the hierarchy.When you create a new WBS element, it is indented as

" hild" f th WBS l t th t i tl l t da "child" of the WBS element that is currently selected.If you add a WBS element to the wrong level or in the wrong order, you can use the indentation keys locatedwrong order, you can use the indentation keys located on the Command bar to adjust the structure of the WBS hierarchy. h " h ld" S h b f h " "The "child" WBS inherits attributes from the "parent"

WBS. This is illustrated below, when the WBS element you create, Elevator, inherits the responsible manager on 6

y , , p gof its parent, Mechanicals.

74Less

o

Creating the WBS Hierarchy (cont.)

You can determine the level that WBS elements group to by right-clicking in the WBS window and choosingto by right clicking in the WBS window and choosing Collapse To.Right-click in the WBS window and click Expand All or C ll All t d ll l t f th WBSCollapse All to expand or collapse elements of the WBS.

on 6

77Less

o

Key Concepts

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

on 6

80Less

o

Adding ActivitiesAdding Activities

Lesson 7

81

Lesson Objectives

Describe an activity and its componentsDescribe activity typesDescribe activity typesAdd activitiesAdd a Notebook topic to an activityp yAdd steps to an activityAssign activity codes to activities

on 7

81Less

o

Activities

Activities are the fundamental work elements of a project. They are the lowest level of a WBS and theproject. They are the lowest level of a WBS and the smallest subdivision of work that directly concerns the project manager.

M t d t il d k it t k d i j t h d lMost detailed work unit tracked in a project schedule.Contains all information about the work to be performed.Also known as a task, item, event, or work package.

on 7

82Less

o

Activity ComponentsActivity Componentson

7

82Less

o

Adding Activities

Use the Activities window to create, view, and modify activities for the selected project. To add an activity to aactivities for the selected project. To add an activity to a project, perform one of the following actions:

In the Command bar, click Add.I th Edit li k AddIn the Edit menu, click Add. Press Insert on the keyboard.Right-click and click Add.

on 7

83Less

o

The New Activity Wizard

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

on 7

84Less

o

Adding Activities via Activity Wizard

While in the Activities window, you can click Add in the Command bar to add new activities. The New ActivityCommand bar to add new activities. The New Activity wizard appears only when you click Add in the Command bar.T i A ti it ID d A ti it N f hType a unique Activity ID and Activity Name, for each activity that you add. You will assign the activity to the Design and Engineering WBS element.g g g

on 7

85Less

o

Adding Activities via Activity Wizard (cont.)

Assigning Activity TypeActivity Type controls how an activity's duration datesActivity Type controls how an activity s duration dates are calculated.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.

Start MilestoneStart MilestoneFinish MilestoneTask DependentR D d tResource DependentLevel of EffortWBS Summaryon

7

87Less

o


Activity Type:Start Milestone - This type is typically used to markStart Milestone - This type is typically used to mark the beginning of a phase or to communicate project deliverables.

Zero-duration activity.Only has a start date.You can assign constraints, steps, expenses, work products, g , p , p , p ,and documents.You can assign a primary resource.You cannot assign roles.You cannot assign roles.

on 7

87Less

o


Activity Type:Finish Milestone - This type is typically used to markFinish Milestone - This type is typically used to mark the end of a phase or to communicate project deliverables.

Zero-duration activity.Only has a finish date.You can assign constraints, steps, expenses, work products, g , p , p , p ,and documents.You can assign a primary resource.You cannot assign roles.You cannot assign roles.

on 7

87Less

o


Activity Type:Task Dependent - This type is typically used when theTask Dependent - This type is typically used when the work needs to be accomplished in a given time frame, regardless of the assigned resources' availability.

The activity's resources are scheduled to work according to the activity calendar.Duration is determined by the assigned calendar's workweek.

on 7

87Less

o

Example of how Primavera calculates the duration when activity type is task dependent.

Monday Tuesday Wednesday Thursday FridayActivity Calendar Monday Tuesday Wednesday Thursday Friday

Resource Calendar 1

Activity Calendar

Resource Calendar 2

Resource Calendar 3

Task Dependent XX

2 Day (X) Activity

on 7

Less

o


Activity Type:Resource Dependent - This type is typically usedResource Dependent - This type is typically used when multiple resources assigned to the same activity can work independently.

The activity's resources are scheduled according to the individual resource's calendar. Duration is determined by the availability of the resources assigned to work on the activity.

on 7

87Less

o

Example of how Primavera calculates the duration when activity type is resource dependent.

Monday Tuesday Wednesday Thursday FridayActivity Calendar Monday Tuesday Wednesday Thursday Friday

Resource Calendar 1

Activity Calendar

Resource Calendar 2

Resource Calendar 3

Task Dependent XX

Resource Dependent X XX

2 Day (X) Activity

on 7

Less

o


Assigning Activity TypeLevel of Effort - This type is typically used for ongoingLevel of Effort - This type is typically used for ongoing tasks dependent on other activities.

Duration is determined by its predecessor and successor ti iti d it i d l dactivities, and its assigned calendar.

Examples include clerical work, a security guard and meetings.You cannot assign constraints. (Constraints are discussed in a future lesson).

on 7

88Less

o


Assigning Activity TypeWBS Summary - This type is used to summarize aWBS Summary - This type is used to summarize a WBS level.

The WBS summary activity comprises a group of activities th t h WBS l lthat share a common WBS level.The dates calculated on a WBS summary activity are based on the earliest start date of the activities in the group and th l t t fi i h d t f th ti itithe latest finish date of these activities.The WBS summary activity duration is calculated based on its assigned calendar.You cannot assign constraints to WBS summary activities.

on 7

88Less

o


Completing the New Activity WizardYou have just added your first activity You will not useYou have just added your first activity. You will not use the wizard to help you create additional activities.

on 7

89Less

o

Adding an Activity via Activity Details

You can use the Activity Details tabs to add an activity, and then enter additional information about the activity.and then enter additional information about the activity. When adding an activity, first select either the WBS band in which the activity will reside, or select an existing activity in the WBS bandexisting activity in the WBS band.

on 7

90Less

o

Adding an Activity via Activity Details (cont.)

General TabUse the General tab to assign basic information aboutUse the General tab to assign basic information about the activity, including Activity Type, discussed earlier in this lesson.

on 7

91Less

o


Status TabUse the Status tab to define the selected activity'sUse the Status tab to define the selected activity s duration, constraint, Start and Finish dates, labor and nonlabor units and costs, and material costs. You can l th St t t b t i th l t d ti it 'also use the Status tab to view the selected activity's

float, actuals, and completion percentages.

on 7

92Less

o


Notebook TabThe Notebook tab enables you to assign notes to anThe Notebook tab enables you to assign notes to an activity. Notebook topics are typically instructions or descriptions that further describe the activity according t ifi t i f i f tito specific categories of information.

on 7

93Less

o

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.activity and then enter additional information about it.

on 7

94Less

o

Adding Steps to an Activity

Activity steps allow you create a checklist for the activity, and then track the completion of each step.activity, and then track the completion of each step. Often, steps provide a list of procedures required to complete the activity and provide extra guidance to resources assigned to the activityresources assigned to the activity.

Assign an unlimited number of steps per activity.Steps can be marked completed in Primavera and by the primary resource in timesheets.Steps do not have duration estimates or dates.Each step can have an additional explanation in the text p parea on the right side of the Steps tab.

The Review and Approve Designs activity can be broken down into two stepson 7

down into two steps.

97Less

o

Step Templates

Activity step templates enable you to define a group of steps common to multiple activities and then assign thesteps common to multiple activities and then assign the step template to activities.If a commonly used step or set of steps have already b d fi d f ti it t th tbeen defined for an activity, you can convert the steps to a template.

on 7

99Less

o

Activity Codes

Activity codes enable you to classify and categorize activities according to your organizational and projectactivities according to your organizational and project needs. You can use activity codes to view and roll up activities i th A ti it T bl b ild t i th R t i din the Activity Table; build reports in the Report wizard or Report Editor; organize a layout by grouping activities into specific categories; and select and p g ;summarize activities. Examples of activity codes include Phase, Area, Site, and Division.

on 7

100Less

o

Activity Codes (cont.)

Activity codes can be defined in three levels:Global-level - Available to all activities in the database.Global level Available to all activities in the database.

Create an unlimited number of global-level activity codes.Organize activities within a project or across the project structure.

EPS-level - Available to all activities within the EPS node and its children.

Create an unlimited number of EPS-level activity codes.Create an unlimited number of EPS level activity codes.Organize activities within a project or across a portion of the EPS.

Project-level - Available to activities only in the project in j y p jwhich the code is created.

Create up to 500 activity codes per project.Filter and organize activities based on unique, project-specific on

7

g q , p j prequirements.

100Less

o

Activity Codes ( )Activity Codes (cont.)

E h ti it d ( l b l EPS d j t) t iEach activity code (global, EPS, and project) may contain an unlimited number of activity code values, which can be organized in a hierarchy.

TypeType Can be assigned toCan be assigned to NumberNumber

Global-level

Activities in all projects Unlimited

EPS-level Activities within EPS in which code was Unlimited

on 7

EPS level Activities within EPS in which code was created, and EPS children

Unlimited

Project-level

Activities in project in which code was created

500

100Less

o level created


Assigning Activity Codes to an ActivityAssign activity code values in the Activities windowAssign activity code values in the Activities window.

Add a column for the activity code in the Activity Table.Use the Codes tab in Activity Details.

on 7

100Less

o


Assigning Activity Codes to Multiple Activities Use the Command bar to assign an activity code toUse the Command bar to assign an activity code to multiple activities.

on 7

102Less

o

Calendar Assignments

Calendars can be created and assigned to each activity and resource. Calendar assignments are used toand resource. Calendar assignments are used to schedule activities and level resources.

An unlimited number of calendars can be created.Th A ti it T d t i h th th ti it l dThe Activity Type determines whether the activity calendar or resource calendar is used during scheduling.

on 7

103Less

o

Calendar Assignments (cont.)

Calendar TypesThere are three calendar types:There are three calendar types:

Global calendarContains calendars that can be used by all projects in the databasedatabase.Available for all resources and activities in the database.

Resource calendarC t i t l d f hContains separate calendars for each resource.

Project calendarContains a separate pool of calendars for each project.Available for the current project only.

on 7

103Less

o

Calendar Assignments (cont.)

Calendar AssignmentsUse the Select Activity Calendar dialog box to select theUse the Select Activity Calendar dialog box to select the calendar that is used for an activity in the project.For example, in this project, the default calendar assigned to all activities is theStandard 5 Day Workweek. You will view the available calendars on the Design Building Addition activity.Design Building Addition activity.

on 7

104Less

o

Creating RelationshipsCreating Relationships

Lesson 8

109

Lesson Objectives

Create a network logic diagramDifferentiate between the four relationship typesDifferentiate between the four relationship typesCreate relationships in the Activity NetworkCreate relationships in Activity Detailsp y

on 8

109Less

o

Network Logic Diagram

A network logic diagram is a logical representation of all the activities in a project showing their dependencythe activities in a project showing their dependency relationships.

on 8

110Less

o

Network Logic Diagram (cont.)

Precedence Diagramming MethodPrecedence Diagramming Method (PDM) is a techniquePrecedence 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.

on 8

110Less

o

Network Logic Diagram ( )Network Logic Diagram (cont.)

P d Di i M h d Precedence Diagramming Method

on 8

110Less

o

Relationship Types

There are four relationship types. In the following diagrams, activity A represents the predecessor anddiagrams, activity A represents the predecessor and activity B represents the successor.

Finish-to-Start (FS) - When A finishes, B can start. St t t St t (SS) Wh A t t B t tStart-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.

on 8

111Less

o

Relationships with Lag

Lag specifies an offset or delay between an activity and its successor. It can be added to any type ofits 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 G l t b i S h d l O ti di l b (I thGeneral tab in Schedule Options dialog box. (In the Tools menu, click Schedule, and then click Options to access the Schedule Options dialog box.)p g )There are four calendar options for scheduling lag:

Predecessor activity calendarS ti it l dSuccessor activity calendar24-hour calendarProject default calendaron

8

112Less

o

Relationships with Lag (cont.)

Below are two examples of relationships with lag:Finish-to-Start with Lag - The following example shows thatFinish 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-y (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 y ydays after the Construct Building Exterior and Structure activity starts. (SS5 indicates there is a start-to-start relationship with 5 days of lag.)

on 8

112Less

o

Creating Relationships in the Activity Network

The Activity Network is useful when sequencing activities because it displays the activities graphically asactivities because it displays the activities graphically as you create relationships.

on 8

113Less

o

Creating Relationships in the Activity Network (cont.)

Creating a Start-to-Start RelationshipYou can create a relationship between activities by

( )

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. The right edge of the activity represents the finish of the activity.

on 8

114Less

o

Creating Relationships in Activity Details

You can also use the Relationships tab to create relationships. When creating a relationship in Activityrelationships. When creating a relationship in Activity Details, the default relationship type is Finish-to-Start.Activities in the Assign Successors dialog box can be

d d t d i i t f i l di bgrouped and sorted in a variety of ways, including by EPS and by List. In the Display Options bar, click Group and Sort By to view options.y p

on 8

115Less

o

Creating Relationships in Activity Details (cont.)

Assigning Lag Although the default relationship type is Finish-to-Start

( )

Although the default relationship type is Finish-to-Start with zero days of lag, you can use the columns on the Relationships tab to make adjustments to the

l ti hi t t i lrelationship type or to assign lag.

on 8

117Less

o

Viewing Relationships in Gantt Chart

You can also view/modify relationships in the Activity Table and Gantt Chart.Table and Gantt Chart.

Activity Table - Displays the Predecessors and Successors columns.

on 8

118Less

o

Viewing Relationships in Gantt Chart (cont.)

Key ConceptsUse the Precedence Diagramming Method to create aUse 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 p , g pthe activities, specifying the predecessor and successor activity relationships.There are four relationship types: Finish-to-Start, Start-to-p yp ,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 g p y y ysuccessor. You can create relationships in the Activity Network via a graphical display, or in the Relationships tab in Activity on

8

g p p y p yDetails.

120Less

o

SchedulingScheduling

Lesson 9

121

Lesson Objectives

Perform a forward and backward passDescribe float and its impact on a scheduleDescribe float and its impact on a scheduleIdentify loops and open endsCalculate a schedule Analyze the scheduling log report

on 9

121Less

o

Critical Path Method Scheduling

The Critical Path Method (CPM) scheduling technique is utilized to calculate project schedules. CPM uses activityutilized 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 projectpasses through the activities in a project.

on 9

122Less

o

Critical Path Method Scheduling (cont.)

Critical PathThe critical path is the series of activities that determines aThe 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 thesethe 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.longest path in the project network.

on 9

122Less

o

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.

on 9

123Less

o

Data Date Line

Data Date

Schedule

J AJJMAMF S

Time

ResourceResource

ResourceQuantity(person-

days)

Time

C t

days)

Cost

$

on 9

TimeOPNLe

sso

Scheduling Concepts (cont.)

Forward PassThe forward pass calculates an activity's early dates.The forward pass calculates an activity s early dates. Early dates are the earliest times an activity can start and finish once its predecessors have been completed.The calculation begins with the activities withoutThe calculation begins with the activities without predecessors.Early Start (ES) + Duration - 1 = Early Finish (EF)

on 9

124Less

o

AA5

ES EF 5511

C1515

EFES1111 2525

B10

ES EF 101011ES EF 101011

on 9

Forward pass124Le

sso


Backward PassThe backward pass calculates an activity's late dates.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 successorsThe calculation begins with the activities without successors (activity C in the graphic below). For projects without a Must Finish By date, activities without successors are assigned a Late Finish equal to the latestsuccessors are assigned a Late Finish equal to the latest calculated Early Finish date (25 in the graphic below).Late Finish (LF) - Duration + 1 = Late Start (LS)

on 9

125Less

o

Backward pass

LFLS 101066

A5

C

ES 1 EF 5 LS LF 25251111

C15

EF 25ES 11LS LF101011

B10on

9

10

ES 1 EF 10125Le

sso


Total FloatThe amount of time an activity can slip from its early StartThe amount of time an activity can slip from its early Start without delaying the project.The difference between an activity's late dates and early dates.dates.Activities with zero Total Float are critical.Late date - Early date = Total Float (TF)

A ti it ' T t l Fl t i t ti ll l l t d hAn activity's Total Float is automatically calculated each time you schedule the project. You cannot edit an activity's float values directly.y yThe critical path is the series of activities that determines a project's completion date. Activities B and C are on the critical path in the graphic belowon 9

C are on the critical path in the graphic below.

126Less

o

Total Float

Positive float

LFLSTotal Float

Positive float

ES EF

LS LF

Zero float (critical)

LS LF

EFES

LS LF

Negative Float (extremely critical) EFESon

9

critical)Negative float

EFES

126Less

o

Backward pass

A

LF 10LS 6

A5

ES 1 EF 5 LS 11 LF 25

TF =55C

15

EF 25ES 11LS 1 LF 10

TF

B10

EF 25ES 11LS 1 LF 10

TF =00

10

ES 1 EF 10

TF = 00

on 9

Forward pass127Le

sso


Backward Pass with Required FinishOne of the most common project scenarios is a requiredOne of the most common project scenarios is a required finish date for the project.

Used only during the backward pass.Required finish date specifies when the project must finish regardless of the network's duration and logic.Late Finish - Duration + 1 = Late Start

on 9

128Less

o

Backward pass

LFLS 5511

M t Fi i h B

Critical ActivitiesCritical Activities

A5

Must Finish By: Day 20*

C

ES 1 EF 5 LS LF

TF =

66

00

2520*20*

C15

EF 25ES 11LS LF 55--4455

B10

TF =--55

on 9 Which activities are critical

based on Total Float?ES 1 EF 10

TF =--55 128Less

o based on Total Float?

Backward pass

LFLS 5511

M t Fi i h B

A5

Must Finish By: Day 20*

C

ES 1 EF 5 LS LF

TF =

66

00

2520*20*

C15

EF 25ES 11LS LF 55--4455

B10

TF =--55

on 9 Which activities are critical

based on Longest Path?ES 1 EF 10

TF =--55 128Less

o based on Longest Path?


Loops indicate circular logic between two activities.

Circular Relationships (Loops)

Loops indicate circular logic between two activities.

Primavera will not calculate a schedule until the loop is eliminated.is eliminated.

A dialog box is displayed listing the activities in the loopp

BA1010BA1010 BA1030BA1030BA1020BA1020

on 9

129Less

o


Open EndsOpen Ends are activities without a predecessor orOpen Ends are activities without a predecessor or successor.

No predecessor - Activity uses data date as its Early Start. No successor - Activity uses project finish as its Late FinishNo successor Activity uses project finish as its Late Finish

Open-ended activities can portray an unrealistic amount of positive total float.

on 9

130Less

o

Open Ends cont

10 70 FINISH

Open Ends cont.

START

80 9030 50 6020

40

NOTE: Primavera recommends that each project have

only two open ends, the start milestone activity and theon 9

only two open ends, the start milestone activity and the

finish milestone activity.130Le

sso

Open Ends cont

10 70 FINISHOops! Open

Open Ends cont.

START

Oops! Open ends.

80 9030 50 6020

40

Notice the relationship between activity 30 and 50 is missing, creating two additional open ends.

on 9

What will happen when this network is scheduled?130Le

sso

Scheduling a Project

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

on 9

131Less

o

Scheduling a Project (cont.)

Schedule LogThe Schedule Log records scheduling results including:The Schedule Log records scheduling results, including:

Scheduling/leveling settingsStatisticsErrorsWarningsScheduling/leveling resultsg/ gExceptions

on 9

132Less

o

Driving Relationships

An activity may have a relationship from a predecessor that determines its Early Start. This logic tie is called athat determines its Early Start. This logic tie is called a driving relationship.

A solid relationship line indicates a driving relationship.A d h d l ti hi li i di t d i iA dashed relationship line indicates a non-driving relationship.

BA3040 and BA3050 do not drive the start of BA3070.BA3060 d i th t t f BA3070BA3060 drives the start of BA3070.

on 9

133Less

o

Key Concepts

After relationship logic has been defined, schedule theAfter relationship logic has been defined, schedule the project to determine when the activities will take place. Schedule dates can be calculated based on the critical path, a series of activities that determine a project's completiona series of activities that determine a project s completion date. When scheduling using the Critical Path Method, activity Early Start and Finish dates are calculated during a forwardEarly Start and Finish dates are calculated during a forward pass, and the Late Start and Finish dates are calculated during the backward pass. The data date is used as a starting point when schedulingThe data date is used as a starting point when scheduling all remaining work for the project. After scheduling, activities will have a total float that represents the amount of time an activity can be delayedon

9

represents the amount of time an activity can be delayed without delaying the project.

139Less

o

Driving Relationships (cont.)

Key ConceptsAfter scheduling, results are recorded in a Schedule Log.After scheduling, results are recorded in a Schedule Log.

on 9

139Less

o

Assigning ConstraintsAssigning Constraints

Lesson 10

141

Lesson Objectives

Apply an overall deadline to a projectApply a constraint to an individual activityApply a constraint to an individual activityAdd notebook topics to constrained activitiesDescribe the available constraint typesyp

on 1

0

141Less

o

Constraints

Constraints are imposed restrictions used to reflect project requirements that cannot be built into the logic.project requirements that cannot be built into the logic. Use constraints to build a schedule that more accurately reflects the real-world aspects of the project, provide dd d t l t th j t d i t i tiadded control to the project, and impose a restriction

on the entire project or an individual activityConstraints are user-imposed.pTwo constraints can be assigned to an activity.After applying a constraint, the project must be rescheduled to calculate the new dates.to calculate the new dates.

on 1

0

142Less

o

Commonly Used Constraints (cont.)

Must Finish ByUsed when an overall project deadline must be met.Used when an overall project deadline must be met.Forces all activities in the project to finish by the date (and time) specified.

By default the time associated to the Must Finish By date isBy default, the time associated to the Must Finish By date is set to 12:00 am. This means that if the project must finish by the end of day on 1-Nov, assign a Must Finish By of 02-Nov.

Affects the total float of the entire project.p jMust be applied in the Dates tab in Project Details.

The current Early Finish of Building Addition project is 17 Nov 10 You will apply a Must Finish By constraint of17-Nov-10. You will apply a Must Finish By constraint of 02-Nov-10.The next step is to reschedule the project to see the on 1

0

p p jeffect of the imposed deadline on the late dates and Total Float in the project plan.

143Less

o

Start On or AfterUsed to set the earliest date an activity can begin

Start On or After

begin.Forces the activity to start no earlier than the constraint dateconstraint datePushes the early start to the constraint dateAffects the early dates of its successorsAffects the early dates of its successors

LFLFLSLS LFLFLSLS

AA BB

on 1

0

EFEFESES EFEFESESES *ES *

145Less

o

Start On or AfterUsed to set the earliest date an activity can begin

Start On or After

begin.Forces the activity to start no earlier than the constraint dateconstraint datePushes the early start to the constraint dateAffects the early dates of its successorsAffects the early dates of its successors

LFLFLSLS LFLFLSLS

AA BBAA BB

on 1

0

EFEFESES EFEFESESEFEFESES ** EFEFESES

145Less

o


Adding Notebook TopicWhen a constraint is assigned to an activity it isWhen a constraint is assigned to an activity, it is recommended that you add a note to document why the constraint was assigned. You can use the Notebook t b i th A ti iti i d t d t thtab in the Activities window to document these reasons.

on 1

0

147Less

o

Finish On or BeforeUsed to set intermediate completion points

F th ti it t fi i h l t th th

Finish On or Before

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

LSLS LFLF LSLS LF LF LF * LF *

AA

LSLS

BB

LFLF LSLS LF LF LF * LF *

on 1

0

EFEFESES EFEFESES 148Less

o

Finish On or BeforeUsed to set intermediate completion points

F th ti it t fi i h l t th th

Finish On or Before

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

LSLS LFLF LSLS LF LF LSLS LFLF LSLS LF * LF *

AA

LSLS

BB

LFLF LSLS LF LF

AA

LSLS

BB

LFLF LSLS LF * LF *

on 1

0

EFEFESES EFEFESES 148Less

o


Start On Forces the activity to start on the constraint date.Forces the activity to start on the constraint date.

Shifts both Early and Late Start dates.Delays an Early Start or accelerates a Late Start.Used to specify dates submitted by contractors or vendorsUsed to specify dates submitted by contractors or vendors.

on 1

0

150Less

o


Start On or Before Forces the activity to start no later than the constraint date.Forces the activity to start no later than the constraint date.

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

on 1

0

150Less

o


Finish On Forces the activity to finish on the constraint date.Forces the activity to finish on the constraint date.

Shifts both Early and Late Finish dates.Delays an Early Finish or accelerates a Late Finish.Used to satisfy intermediate project deadlinesUsed to satisfy intermediate project deadlines.

on 1

0

150Less

o


Finish On or After Forces the activity to finish no earlier than the constraintForces the activity to finish no earlier than the constraint date.

Shifts the Early Finish to the constraint date.Affects the early dates of its successors.Affects the early dates of its successors.Used to prevent an activity from finishing too early.

on 1

0

150Less

o


As Late As Possible Delays an activity as late as possible without delaying itsDelays an activity as late as possible without delaying its successors.

Shifts the early dates as late as possible.Also called a zero free float constraint.Also called a zero free float constraint.

on 1

0

150Less

o


Mandatory Start and FinishForces early and late dates to be equal to the constraintForces early and late dates to be equal to the constraint date.

Affects late dates of predecessors and early dates of successors.May violate network logic.

on 1

0

150Less

o


Key ConceptsAssign constraints to activities and projects to reflect real-Assign constraints to activities and projects to reflect realworld restrictions.A maximum of two constraints can be assigned to an activity.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 dateUse the Start On or After constraint to set the earliest date an activity can begin.

on 1

0

151Less

o

Maintaining the Project Documents Library

Lesson 11

153

Lesson Objectives

Describe the difference between a work product and a reference documentreference documentCreate a document recordLink the document record to a project document or work productAssign the project document to an activity or WBS

on 1

1

153Less

o

Project Documents

The Work Products and Documents window enables you to maintain general information about projectto maintain general information about project documents, including links to the actual document files. Documents are organized hierarchically to enhance categorizationcategorization.You can catalog and track project-related documents and deliverables, and provide standards and guidelines , p gfor performing work on an activity.

Store documents on a network file server or Web site.Maintain general information about project documents suchMaintain general information about project documents such as version, revision date, and author.Create a link to the actual document file.

on 1

1

154Less

o

Project Documents (cont.)

Documents can be designated as a work product or reference document: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.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,guidelines for performing work. Examples: guidelines, policies, procedures, design templates, checklists, and worksheets.

on 1

1

154Less

o

Creating a Document Record

Documents do not reside in the Primavera database. To access documents via Primavera, a document recordaccess documents via Primavera, a document record must be created in the Work Products and Documents window.

on 1

1

155Less

o

Creating a Document Record (cont.)

Files TabAfter you add a document record you must establish aAfter 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.

on 1

1

157Less

o


Assigning a Project Document to an ActivityProject documents can be assigned to both WBSProject documents can be assigned to both WBS elements and activities. For example, during a project's planning phase, you may assign a document to a WBS l t A th d t il f j t d lelement. As the details of your project develop, you can

assign the same document to activities.

on 1

1

158Less

o


Viewing Document DetailsUse the Work Product and Document Details dialog boxUse the Work Product and Document Details dialog box to view details about and/or open the selected work product or document. Fields in the dialog box are

i d b lsummarized below:Title - The name of the selected work product or document.Author - The name of the person who created the selected pwork product or document.Version - The selected work product or document's version number.Date - The entered Revision Date.Private/Public Location - The selected work product or document's file name.on

11

document s file name.Launch Private/Public Location - Opens the work product or document's file in its native application.

160Less

o


Viewing Document DetailsDescription - A narrative description of the selected workDescription A narrative description of the selected work product or document.

on 1

1

160Less

o


Key ConceptsDocuments do not reside in the Primavera database. ToDocuments 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.After adding a document record, specify its private and/orAfter adding a document record, specify its private and/or public location. Specifying a public location enables all project participants to view the document. You can designate a document as a work product orYou can designate a document as a work product or reference document and assign it to an activity or WBS element. Maintain general information of each project document suchMaintain general information of each project document such as version, revision date, and author.

on 1

1

161Less

o

Formatting Schedule DataFormatting Schedule Data

Lesson 12

163

Lesson Objectives

Group activities according to a specific criteriaSort activitiesSort activitiesApply a filterCreate a filter

on 1

2

163Less

o

Grouping Data

Grouping is a flexible way to organize data into categories that share a common attribute.categories that share a common attribute. You can group data to create customized layouts. You can also use grouping to quickly view subtotal data in th titl b d i b i th G ttthe group title bands, view summary bars in the Gantt Chart, and summarize data for reporting purposes.

Grouping is available in all windows and most dialog boxes.p g gEach window or dialog box has its own grouping options.Some windows have customized/pre-defined groups.

Activities can be grouped by hierarchical fields such as WBS,Activities can be grouped by hierarchical fields such as WBS, activity codes, and project codes.Activities can be grouped by data fields such as dates, costs, Total Float, and other numeric data.on

12

costs, Total Float, and other numeric data.

164Less

o

Grouping Data (cont.)

Group and Sort Dialog BoxThe Group and Sort dialog box is used to set up theThe Group and Sort dialog box is used to set up the organization of activities on the screen.

Show Group Totals - Choose to display or hide the total l f i b d If k th Sh Gvalues for grouping bands. If you mark the Show Group

Totals checkbox, you have the additional options to Show Grand Totals and Show Summaries Only.

Show Grand Totals Mark to display a grand total row at theShow Grand Totals - Mark to display a grand total row at the top of the layout.Show Summaries Only - Mark to hide the activities within each group title band.group title band.

Shrink Vertical Grouping Bands - Minimize the width of the vertical grouping bands displayed in the Activity Table. This setting is available in windows that have the Group and Sorton

12

setting is available in windows that have the Group and Sort by, Customize layout option.

165Less

o


Group and Sort Dialog BoxGroup By - Lists data items used to group the currentGroup By Lists data items used to group the current display.

Indent - Available if the selected data item is hierarchical.To Level - Indicates the number of levels to display whenTo Level Indicates the number of levels to display when grouping by a hierarchical data item.Group Interval - Indicates the interval by which you want to group the selected data item. Font & Color - Displays the font/color for each group title band.

Hide if empty - Mark to hide the group title bands that do not contain activities.

on 1

2

165Less

o


Group and Sort Dialog BoxSort Bands Alphabetically - Mark the checkbox to sort theSort Bands Alphabetically Mark the checkbox to sort the grouping bands alphabetically rather than their order in their respective hierarchy. This checkbox is disabled for any grouping that is not hierarchical.g p gShow Title - Mark to display the name of the field that the layout is grouped by; the value is also displayed.Show ID/Code - Mark the checkbox to display the ID orShow ID/Code Mark the checkbox to display the ID or code value on the grouping band.Show Name/Description - Mark the checkbox to display the name or description on the grouping band.name or description on the grouping band.

on 1

2

165Less

o


Grouping by DateGrouping a layout by date allows you to identifyGrouping a layout by date allows you to identify activities that are scheduled to occur within a particular time period.

on 1

2

167Less

o


Collapsing/Expanding Grouped DataCollapse group bands to control the level of detail youCollapse group bands to control the level of detail you are viewing. This functionality is especially useful if you want to focus on a specific portion of the layout.

In the Activity Table, view summary information for the displayed columns.In the Gantt Chart, summary bars are displayed to represent the Start/Finish dates in each group band.

on 1

2

168Less

o

Sorting Activities

Sorting determines the sequence in which activities are listed within each grouping band. Based on the datalisted within each grouping band. Based on the data item you choose, you can sort alphabetically, numerically, or chronologically.

on 1

2

169Less

o

Sorting Activities (cont.)

Sorting by a Single Criteria To sort by a single criteria click the data item's columnTo sort by a single criteria, click the data item s column title.

on 1

2

169Less

o

Filtering Activities1060

102010101040

1120 1140106010201010

1040

1120 1140

A series of statements

1070

1040

1080

1090

1070

1040

1080

1090A series of statements which determine the activities to be displayed on screen.

10301000

10301000

11001110

LegendLegend

PRCH IT SLS ADMN1100

1110

FILTERFILTERDEPT = ADMNDEPT = ADMN

FILTERFILTERDEPT = ADMNDEPT = ADMN

on 1

2

11201110

Less

o

Filtering Activities

A filter is a set of instructions that determines which activities should display on screen.activities should display on screen. Filters enable you to create customized layouts by limiting the number of activities displayed - helping you t f iti l ti iti f lto focus on critical activities, for example.

A set of pre-defined filters is provided, as is the ability to create user-defined filters of your own.

on 1

2

170Less

o

Filtering Activities (cont.)

Filters are divided into the following groupings:DefaultGlobalUser-defined

One or more filters may be applied to a layout at a timeOne or more filters may be applied to a layout at a time. Multiple criteria for selection may be used within a single filter.Filter specifications can be saved and re appliedFilter specifications can be saved and re-applied.Filters can be saved as part of a layout.

on 1

2

170Less

o


Filters Dialog BoxAll Activities - Mark to show all activities in the currentAll Activities Mark to show all activities in the current layout.Show activities that match - When more than one filter is marked, you must select one of the following options:marked, you must select one of the following options:

All selected filters - Mark to include the activities that meet the criteria of each selected filter.Any selected filter - Mark to include the activities that meet ythe criteria of at least one of the selected filters.

Replace activities shown in current layout - Displays only the activities that meet the criteria of each selected filter.Highlight activities in current layout which match criteria -Highlights only the activities in the current layout that meet the criteria of each selected filter.on

12

171Less

o


Applying a Default FilterTo view critical activities you can run the CriticalTo view critical activities, you can run the Critical default filter.

on 1

2

172Less

o

Creating a Filter

You can create filters based on a single line of criteria or multiple criteria.or multiple criteria.A convenient single-criteria filter to use throughout the life cycle of a project is a lookahead filter. It displays th ti iti th t h d l d t ithi ithe activities that are scheduled to occur within a given amount of time - for example, the next month.You will execute the new filter to display all activitiesYou will execute the new filter to display all activities scheduled to occur within the next month, and then save the layout as One Month Lookahead.

on 1

2

173Less

o

Using Multiple Filters

If you cannot achieve your goal with a single filter, you can run two filters simultaneously.can run two filters simultaneously.

on 1

2

175Less

o

Using Multiple Filters (cont.)

Applying the All Activities Filter To refresh your screen with all activities you can runTo refresh your screen with all activities, you can run the All Activities filter.

on 1

2

176Less

o

Using Multiple Filters (cont.)

Key ConceptsUse grouping and sorting to organize activities in a layout.Use grouping and sorting to organize activities in a layout. Grouping is available in all windows and most dialog boxes. The Group and Sort dialog box provides options to show grand totals and summaries and modify the font and colorgrand totals and summaries, and modify the font and color for each grouping selected. You can also sort the groups alphabetically, numerically, or chronologically. Use filters to customize the layout or only show activitiesUse filters to customize the layout or only show activities that satisfy the filter criteria. You can apply multiple filters to a layout.

on 1

2

177Less

o

Roles and ResourcesRoles and Resources

Lesson 13

179

Lesson Objectives

Describe rolesViews the roles dictionaryViews the roles dictionaryDescribe resourcesIdentify the differences between labor, nonlabor and y ,material resourcesView the resource dictionary

on 1

3

179Less

o

Roles and Resources

Before you begin to manage resources in Primavera, you must understand the difference between a role andyou must understand the difference between a role and a resource:

Role - A role is a job title or skill - for example, Software Engineer Project Manager Trainer and DatabaseEngineer, Project Manager, Trainer, and Database Administrator.Resource - A resource is an individual (or equipment or material) used to complete an activitymaterial) used to complete an activity.

on 1

3

180Less

o

Roles and Resources (cont.)

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

on 1

3

180Less

o

on 1

3

180Less

o

Defining Roles

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

on 1

3

181Less

o

Defining Roles (cont.)

Limits TabUse the Limits tab to specify available quantities (limits)Use the Limits tab to specify available quantities (limits) for a role. Setting limits helps you quickly identify areas of role overload in Resource/Role Usage Profiles. You

d fi li it d b f l li it f hcan define an unlimited number of role limits for each role; however, the effective date must be unique.By default, role limits are calculated based on the limitBy default, role limits are calculated based on the limit defined for each role's primary resource, which may not accurately reflect a role's planned allocation. In the Resource Analysis tab in User Preferences ResourceResource Analysis tab in User Preferences, Resource Analysis tab, you can choose to display role limits based on the custom role limits you define or based on the on 1

3

calculated primary resources' limit.

183Less

o

Defining Resources

A resource is anything used to complete an activity. The Resources window contains information about allResources window contains information about all resources within the organization, enabling centralized resource management. Resources are divided into three categories:categories:

Labor (people) - Measured in units of time.Generally re-used between activities/projects.Recorded in terms of price/unit - for example, $50.00/hour.

Nonlabor (equipment) - Measured in units of time.Recorded in terms of price/unit - for example, $465.00/hour.

Material - Measured in units other than time - for example, $4.50/sf.

on 1

3

184Less

o

Resource Details

Use Resource Details to add, view, and edit detailed information about the selected resource.information about the selected resource.

on 1

3

185Less

o

Resource Details (cont.)

General TabThe General tab enables you to enter generalThe General tab enables you to enter general information about the selected resource including the resource's ID, name, employee ID, title, e-mail address, ffi h b d t toffice phone number, and status.

on 1

3

185Less

o


Codes TabThe Codes tab enables you to assign resource codeThe Codes tab enables you to assign resource code values to further categorize the selected resource for grouping and organizing.

on 1

3

185Less

o


Details TabThe Details tab enables you to enter the selectedThe Details tab enables you to enter the selected resource's labor classification, currency and overtime settings, and profile.

Labor Classification - Indicates the resource is Labor, Nonlabor or Material.Unit of Measure - Utilized for material resources. Select to determine what unit the resource utilizes.Currency - Indicates the currency associated with the resource's costs.Overtime Allowed - Mark to indicate the resource can enter overtime hours in Timesheets, or in the Resources tab in Activity Details.on

13

186Less

o


Details TabOvertime Factor - Indicates the value by which theOvertime Factor Indicates the value by which the resource's standard price should be multiplied to determine the resource's overtime price.Calendar - Calendar used to identify resource availability.Calendar Calendar used to identify resource availability.Default Units/Time - Indicates the units/time that will be applied when the resource is assigned to an activity.Auto Compute Actuals - Mark to automatically calculate theAuto Compute Actuals - Mark to automatically calculate the resource's actual quantity of work according to the project plan.Calculate costs from units - Mark to calculate the cost of anCalculate costs from units - Mark to calculate the cost of an activity based on the assigned units.

on 1

3

186Less

o


Units & Prices TabThe Units & Prices tab enables you to set prices andThe Units & Prices tab enables you to set prices and availability according to time.

Effective Date - The effective start date for price and il bilitavailability.

Max Units/Time - A numeric value or percentage the resource can perform in a single work period, according to ff ti d t 8 h/d (100%) f ll ti 4 h/deffective date, e.g., 8 h/d (100%) = full-time or 4 h/d

(50%) = part-time. Setting this limit allows you to quickly identify areas of resource overallocation in resource profiles/spreadsheetsprofiles/spreadsheets.Price/Unit - Set the resource's price for a single work unit, according to the effective date.

on 1

3

187Less

o


Key ConceptsA role is a job title or skill, for example, Trainer or Manager.A role is a job title or skill, for example, Trainer or Manager.A resource is someone - or something - used to complete an activity.Roles can be assigned to resources to aid in resourceRoles can be assigned to resources to aid in resource management. Multiple roles and a single primary role can be assigned to each resource.Resources are divided into three categories: Labor (people);Resources are divided into three categories: Labor (people); Nonlabor (equipment); Material (measured in units other than time, e.g., $4.50/square foot). Roles are defined in the Roles dictionaryRoles are defined in the Roles dictionary.Resources are defined in the Resources window, where you can use Resource Details to view and edit information about resourceson

13

resources.

188Less

o

Assigning RolesAssigning Roles

Lesson 14

189

Lesson Objectives

Assign roles to an activityAssign rates on rolesAssign rates on roles

on 1

4

189Less

o

Assigning Roles to Activities

If you know which skill sets are required for each activity - but not the exact people who will perform theactivity but not the exact people who will perform the work - you can assign roles to the activities. Role assignments will act as placeholders, which you can use later to assign the resourceslater to assign the resources.To assign a role to an activity, click Add Role in the Resources tab in Activity Details.y

on 1

4

190Less

o

Assigning Roles to Activities (cont.)

Assign Multiple Roles to an ActivityUse Control-click to select and assign multiple roles to aUse Control-click to select and assign multiple roles to a single activity.

on 1

4

192Less

o

Assigning Roles to Activities (cont.)

Assigning a Role to Multiple ActivitiesYou can assign a single role to multiple activities byYou can assign a single role to multiple activities by selecting activities in the Activity Table and then clicking Roles in the Command bar.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 yactivity.If the activities you want to select are not contiguous - Use Control-click to select individual activities.

on 1

4

193Less

o

Assigning Rates on Roles

Rate types are assigned to roles in the Resources tab in Activity Details.Activity Details.The rate type determines the price/unit used to calculate costs for the assignment. The names for each

t t d fi d b t d i i t t irate type are defined by your system administrator in the Rate Types tab of Admin Preferences. When you select a rate type, the monetary value is updated yp , y pautomatically in the Price/Unit column.

on 1

4

194Less

o

Assigning Rates on Roles (cont.)

Key ConceptsRole assignments can act as a placeholder, which you canRole assignments can act as a placeholder, which you can later use to assign a specific resource.You can assign a single role to an activity; multiple roles to a single activity; or a single role to multiple activities.a single activity; or a single role to multiple activities.You can also assign rates to roles. The rate type determines the price/unit used to calculate costs for the assignment.

on 1

4

195Less

o

Assigning Resources and CostsAssigning Resources and Costs

Lesson 15

197

Lesson Objectives

Assign resources by roleAssign labor nonlabor and material resources toAssign labor, nonlabor, and material resources to activitiesAdjust Budgeted Units/Time for a resourceAssign expenses to activities

on 1

5

197Less

o

Steps for Resource Management

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

15

198Less

o

Assigning by Role

Resource assignments can be made by replacing a role assignment with a specific resource.assignment with a specific resource.At least one role must be assigned to an activity to assign resources by role. When you assign by role, only th i d t th l di l d ithose resources assigned to the role are displayed in the Assign Resources by Role dialog box.When assigning resources by role, a confirmation dialogWhen assigning resources by role, a confirmation dialog box is displayed if the resource selected to replace the role assignment has different default quantity/cost settings These settings include Price/Time Units/Timesettings. These settings include Price/Time, Units/Time, and Overtime Factor values.

on 1

5

199Less

o

Assigning by Role (cont.)

In responding to the dialog box:Click No - Apply the role's quantity/cost settings.Click No Apply the role s quantity/cost settings.Click Yes - Apply the resource's quantity/cost settings.

on 1

5

200Less

o

Assigning by Role (cont.)

Assigning By Role to Multiple ActivitiesYou can select multiple activities to simultaneouslyYou can select multiple activities to simultaneously replace their role assignments. You can also assign multiple resources by roles to multiple activities i lt lsimultaneously.

on 1

5

201Less

o

Assigning Resources

Depending on numerous factors - including the type of activity or type of resource - you may need to adjustactivity or type of resource you may need to adjust Budgeted Units or Units/Time when assigning a resource.

B d t d U it Th b f it h f lBudgeted Units - The number of units, hours for example, that a resource is assigned to work on the activity.Units/Time - The number of units (hours) a resource is s hed led to o k in a spe ifi time pe iod fo e ample 8scheduled to work in a specific time period - for example, 8 hours/day.

on 1

5

202Less

o

Assigning Resources (cont.)

Assigning Resource to Level of Effort ActivityWhen you assign a resource to an activity thisWhen you assign a resource to an activity, this calculation is performed: Duration x Units/Time = Units. Typically, a resource is not assigned to work on a level f ff t ti it f ll ti Th f th U it /Tiof effort activity full time. Therefore, the Units/Time

must be adjusted after making the resource assignment.g

on 1

5

202Less

o


Assigning a Nonlabor Resource If a role is not designated as a placeholder in anIf a role is not designated as a placeholder in an activity, assign a resource directly from the Resource dictionary. Resources in the dictionary can be used on

ti it A li it d b f bany activity. An unlimited number of resources can be assigned. The Search feature can help you quickly search theThe Search feature can help you quickly search the resource dictionary for a backhoe, a nonlabor resource which is required to work on the Backfill and Compact Walls activityWalls activity.

on 1

5

203Less

o


Adjusting Resource's Budgeted Units/TimeYou can adjust Budgeted Units/Time after making aYou can adjust Budgeted Units/Time after making a resource assignment. In the example below, you will manually type 16h/d in the Budgeted Units/Time

l i di ti th t t l b t 8h/d ill kcolumn, indicating that two laborers at 8h/d will work on the activity.

on 1

5

204Less

o


Designating a Primary ResourceThe primary resource is the person responsible forThe primary resource is the person responsible for coordinating an activity's work. An activity can have one or no primary resource.

Only the primary resource can send feedback via Primavera Timesheets to the project manager, 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. This assignment is made on in the General tab in Activity D t ilDetails. A primary resource can update steps via Timesheets.If multiple resources are assigned, the first resource on

15

assigned is designated as the primary resource.

205Less

o


Assigning a Material ResourceMaterial resources are not measured in units of timeMaterial resources are not measured in units of time. For example, Polyform is measured in linear feet and concrete is measured in cubic yards. Units of measure

t d i Ad i C t i Aft th it fare created in Admin Categories. After the unit of measure is created, it is assigned to the material resource in the Resource dictionary.y

on 1

5

206Less

o

Planning Costs

Costs are planned and managed at the activity level. There are two types of costs:There are two types of costs:

Resource - Calculated based on resource assignments.Expense - Lump sum costs that are manually entered.

on 1

5

207Less

o

Planning Costs (cont.)

ResourceThe cost of a resource can be calculated based on theThe cost of a resource can be calculated based on the Price/Unit defined in the Resource dictionary and the Budgeted Units assigned to the activity.

Budgeted Cost = Budgeted Units x Price/Unit

on 1

5

207Less

o


ExpenseExpenses are non-resource costs associated with aExpenses are non-resource costs associated with a project. They are typically one-time expenditures for non-reusable items. Examples of expenses include f iliti t l h d d t i ifacilities, travel, overhead, and training.Expenses are manually assigned at the activity level. You can enter a single lump sum expense or you canYou can enter a single lump sum expense or you can enter the number of units and the Price/Unit.

Expense categories can be assigned to classify the expense.E b d t th t t d if lExpenses can be accrued at the start, end, or uniformly over the duration of an activity.A unit of measure can be used to label the quantity, for

l h d f ton 1

5

example, each, pounds, square feet.

208Less

o


Summary TabUse the Summary tab to display unit cost or dateUse the Summary tab to display unit, cost, or date information for the selected activity.Select Display cost at the bottom of the page to display the itemized and total cost of the selected activity. The activity's costs are broken into:

Labor CostLabor CostNonlabor CostMaterial CostEExpensesTotal Cost

on 1

5

210Less

o


Key ConceptsThree steps in resource management are definingThree steps in resource management are defining resources; assigning resources; and analyzing resources.Resource assignments can be made by replacing a role assignment with a specific resource. At least one role mustassignment with a specific resource. At least one role must be assigned to an activity to assign resources by role.If a role is not designated as a placeholder in an activity, assign a resource directly from the Resource dictionary.assign a resource directly from the Resource dictionary.When you assign a resource to an activity, this calculation is performed: Duration x Units/Time = Units. When you assign a resource you can adjust Units/Time orWhen you assign a resource, you can adjust Units/Time or Budgeted Units. You can also designate a primary resource.

on 1

5

211Less

o

Analyzing ResourcesAnalyzing Resources

Lesson 16

213

Lesson Objectives

Display the Resource Usage ProfileFormat a profileFormat a profileFormat the timescale

on 1

6

213Less

o

Resource Analysis Settings

The Resource Usage Profile, which can be displayed in the Activities window, enables you to viewthe Activities window, enables you to view resources/role unit and cost distribution over time. You can specify how data is played in the profile via the Resource Analysis tab in User Preferences:Resource Analysis tab in User Preferences:

All Projects

on 1

6

214Less

o

Resource Analysis Settings (cont.)

All closed projects (except what-if projects) - Displays resource/cost usage data for:resource/cost usage data for:

All closed projects with a leveling priority - When electing to show remaining values for open versus closed projects, choose this option to include data for all closed projects with a specific leveling priority.Opened projects only - Focus on resource/cost usage in the projects currently opened.

b dTime-Distributed DataDisplay data based on Remaining Early or Forecast dates.Select the time interval for displaying live resource allocation: h d k thhour, day, week, or month.

on 1

6

214Less

o

Resource Usage Profile

The Resource Usage Profile provides a graphical view of unit/cost distributions over time. It displays the amountunit/cost distributions over time. It displays the amount of effort needed from each resource/role on the project during each time period.U th fil t d t i h h hUse the profile to determine how many hours each resource is scheduled to work; identify overallocated resources; track expenditures per time period; and ; p p p ;display a "banana curve" to compare early and late dates.

View unit/cost distributions from a specific project or allView unit/cost distributions from a specific project or all projects to which you have access.View resource or role allocations.

on 1

6

216Less

o

Resource Usage Profile (cont.)

Display separate bars for one or all of the following:Budgeted units/costsg /Actual units/costsRemaining Early units/costsRemaining Late units/costsRemaining Late units/costs

The Resource Usage Profile timescale matches the timescale for the Gantt Chart.Format columns group sort and filter resources/roles inFormat columns, group, sort, and filter resources/roles in the profile.Can be saved as part of a layout.

on 1

6

216Less

o

Displaying the Resource Usage Profile

You can use Resource Usage Profile information to determine which resources/roles are overallocated anddetermine which resources/roles are overallocated and which resources/roles are underutilized. The table below lists the sections of the Resource U P fil N t th t th t Di l O tiUsage 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 p y p gpane.

on 1

6

217Less

o

Displaying the Resource Usage Profile (cont.)

Viewing All Projects or Open Projects OnlyWhen you select the User Preferences setting to AllWhen 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 DisplayThis option is available on the right pane Display Options bar. Once you have only the open projects displayed, you

f l h l b h dcan filter the top layout by either Time Period or Resource.

on 1

6

218Less

o


Formatting the ProfileThe Resource Usage Profile can be modified byThe 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) barsShow 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 barsearly 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 unitson

16

availability; or resource overtime units.

220Less

o


Formatting the ProfileGraph settings:Graph settings:

Vertical Lines - Choose to display major/minor sight lines based on the timescale interval.H i t l Li Ch th li t l d lHorizontal 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.C l l A S if h lCalculate Average - Specify the values you want to use to divide the timescale interval totals.

on 1

6

221Less

o


Formatting the TimescaleYou can specify the timescale you want to display in theYou 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 h ld t t f th fil G tt Ch tshould start for the profile or Gantt Chart.

Date Interval - Choose the units of the timescale in years, quarters, months, weeks, days, hours, and shifts.

on 1

6

223Less

o


Formatting the TimescaleYou can also format the timescale by clicking andYou can also format the timescale by clicking and dragging:

Place your mouse on the minor date interval on the ti l Cli k d d t d t t thtimescale. Click and drag to expand or contract the timescale.

on 1

6

224Less

o


Key ConceptsThe Resource Usage Profile provides a graphical view ofThe Resource Usage Profile provides a graphical view of unit/cost distributions over time. It displays the amount of effort needed from each resource/role on the project during each time period.pUse the profile to determine how many hours each resource is scheduled to work; identify overallocated resources; track expenditures per time period; and display a "banana curve" p p p ; p yto compare early and late dates.You can specify settings for resource analysis in the Resource Analysis tab in User Preferences. yYou can further customize the profile by using the two Display Option bars.

on 1

6

227Less

o

Optimizing the Project PlanOptimizing the Project Plan

Lesson 17

229

Lesson Objectives

Analyze schedule datesShorten a project scheduleShorten a project scheduleAnalyze resource availability Remove resource overallocationAnalyze project costs

on 1

7

229Less

o

Analyzing the ProjectAnalyzing the Project

O h d h j l if h iOnce you have created the project plan, verify that it meets the project stakeholders' date, resource, and cost requirements. If an inconsistency exists between q ythe information in the project plan and the project requirements, you will be able to identify the source of the problem and define a solution:of the problem and define a solution:

Analyze schedule dates - Evaluate the schedule to ensure that milestone dates and project dates are achieved. A l ll ti E l t th tAnalyze resource allocation - Evaluate the resources to ensure that the resources are not overallocated.Analyze cost budget - Evaluate project costs.

on 1

7

230Less

o

Analyzing the ProjectAnalyzing the Projecton

17

230Less

o

Analyzing Schedule Dates

The most important date in the schedule is the calculated project Finish date. If the calculated Finishcalculated project Finish date. If the calculated Finish date of the project is beyond the Must Finish By date, the project must be shortened. In addition, each deliverable in the project should be scheduled to finishdeliverable in the project should be scheduled to finish by the dates imposed by the project stakeholders.Steps for analysis:p y

Compare the calculated Finish to the Must Finish By date.Back up your project plan.Focus on critical activitiesFocus on critical activities. Shorten the project.

on 1

7

231Less

o

Analyzing Schedule Dates (cont.)

Comparing Finish Date to Must Finish By DateYou can quickly determine whether the project willYou can quickly determine whether the project will finish on time by viewing the Dates tab in the Projects window. The Office Building Addition project must be finished by 02-Nov-10 - however, the schedule indicates that the project will not finish until 17-Nov-10. (Note that theproject will not finish until 17 Nov 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 )am on November 2.)

on 1

7

232Less

o

Analyzing Schedule Dates (cont.)

Focusing on Critical ActivitiesTo shorten the project focus on critical activities TheseTo shorten the project, focus on critical activities. These represent the longest continuous path of activities through a project that determines the project Finish d t If dj t iti l ti it th Fi i h i lik ldate. If you adjust a critical activity, the Finish is likely affected.

on 1

7

233Less

o

Shortening the Project

If schedule analysis leads you to conclude that the Must Finish By date cannot be met, concentrate your effortsFinish By date cannot be met, concentrate your efforts on shortening the schedule. Several methods can help you accomplish this goal:

R fi d ti ti tRefine duration estimates:Break down long activities.Assign additional resources to reduce duration.

l h lUse relationships to overlap activities.Apply/modify constraints.

on 1

7

235Less

o

Shortening the Project (cont.)

Change calendar assignments:Put critical activities on a longer workweek.gAdd exceptions to nonworktime.

on 1

7

235Less

o


Refining Duration EstimatesBegin the analysis by reviewing the activities with theBegin the analysis by reviewing the activities with the longest duration. In general, these activities offer the greatest flexibility in altering durations.

on 1

7

236Less

o


Modifying RelationshipsIf you need to further compress the schedule reviewIf you need to further compress the schedule, review relationships between activities on the critical path.Currently, 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. Therefore, change the relationship to Start-same time. Therefore, change the relationship to Startto-Start with 5 days of lag.

on 1

7

237Less

o


Modifying ConstraintsConstraints assigned earlier in the project life cycle mayConstraints 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, be

t l dif th N t b k t i th t t dsure to also modify the Notebook topic that was created to document the constraint.A resource is available to work on the ExcavationA resource is available to work on the Excavation activity. You can now remove the Start On or After constraint from the Excavation activity.

on 1

7

238Less

o


Verifying Project DatesTo see if the project will now finish on time verify thatTo see if the project will now finish on time, verify that no negative Total Float exists on any of the activities in the project.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 Byproject is scheduled to finish before the Must Finish By date of 2-Nov-10.

on 1

7

239Less

o

Analyzing Resource Allocation

The project plan is now scheduled to be completed by the deadline. Before proceeding, verify that resourcesthe deadline. Before proceeding, verify that resources are appropriately allocated.You can use the Resource Usage Profile to determine

hi h ll t d/ d tili d Ywhich resources are overallocated/underutilized. You can then re-assign resources to help even the workload.

on 1

7

240Less

o

Analyzing Resource Allocation (cont.)

Identifying Resource Overallocation The Resource Usage Profile allows you to run a filter toThe 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, identify the activities contributing to Oliver Rock's overallocation in January through February 2010.January through February 2010.

on 1

7

241Less

o


Correcting OverallocationIf overallocation is identified choose a method toIf overallocation is identified, choose a method to remove the overallocation from the specific resource. Several methods can help you accomplish this goal:

Replace the overallocated resource with an available resource.Increase the resource's workweek.Increase the hours/day that the resource works.Assign additional resources to the activity.

After analyzing Oliver Rock's overallocation you haveAfter analyzing Oliver Rock s overallocation, you have decided to use a different resource for activities BA5010 Review and Approve Brick Samples and BA5020 Prepare

d S li it Bid f B i k E t i W l S ith ion 1

7

and Solicit Bids for Brick Exterior. Waylan Smithers is not allocated to work in this time period, so he can be assigned to the activities. 242Le

sso


Correcting OverallocationAssign Waylan Smithers to work on the two activitiesAssign Waylan Smithers to work on the two activities.

on 1

7

244Less

o


Reviewing AllocationUse the Resource Usage Profile to check allocation forUse the Resource Usage Profile to check allocation for Oliver Rock, who was removed from the activities, and Waylan Smithers, who was assigned in his place.

on 1

7

245Less

o


Replacing a ResourceNote that this functionality is available only whenNote that this functionality is available only when assigning a resource directly - it is not available in the Assign Resources by Role dialog box.

on 1

7

246Less

o

Analyzing the Budget

There are many options for analyzing the budget. By displaying cost columns in the Activity Table, you candisplaying cost columns in the Activity Table, you can analyze the budgeted cost of the entire project, as well as each individual activity. $250 000 h b ll t d f th Offi B ildi$250,000 has been allocated for the Office Building Addition project. You will display a layout that shows budgeted cost information so you can determine g ywhether the project is within this budget.

on 1

7

247Less

o

Analyzing the Budget (cont.)

Key ConceptsOptimizing the project plan is the last step in planning yourOptimizing the project plan is the last step in planning your project. Ensure that the project plan meets its date, resource, and cost requirements. If the calculated Finish date of the project is beyond theIf the calculated Finish date of the project is beyond the Must Finish By date, the project must be shortened. Comapare the dates in the Dates tab in Project Details.You can use various methods to shorten the project, suchYou can use various methods to shorten the project, such as refining durations, modifying relationships, applying constraints, and focusing on critical activities. Use the Resource Usage Profile to ensure resources are notUse the Resource Usage Profile to ensure resources are not overallocated.Evaluate costs to ensure that the project can be completed within budget.on

17

within budget.

248Less

o

Baselining the Project PlanBaselining the Project Plan

Lesson 18

249

Lesson Objectives

Create a baseline planDisplay baseline bars on the Gantt ChartDisplay baseline bars on the Gantt ChartModify the bars on the Gantt Chart

on 1

8

249Less

o

Baselines

A baseline is a copy of a project that you can compare to the current project to evaluate progress. Create ato the current project to evaluate progress. Create a baseline plan before updating a schedule for the first time.B li id t t i t hi h t kBaselines provide a target against which you can track a project's cost, schedule, and resource performance.Baseline functionality in Primavera enables you to:Baseline functionality in Primavera enables you to:

Save an unlimited number of baselines per project.Designate one project baseline and up to three user baselines at a time for comparison to the current projectbaselines at a time for comparison to the current project.Assign a baseline type to categorize a baseline. Examples include initial planning, what-if, or mid-project baselines. Baseline types can help you benchmark performance acrosson

18

Baseline types can help you benchmark performance across multiple projects.

250Less

o

Creating a Baseline

You can create a baseline either by:Copying the currently opened project.Copying the currently opened project.Converting another project into a baseline.

When you create a baseline, you must select the project t hi h it i i t d B li b i d lto which it is associated. Baselines can be assigned only to opened projects. All opened projects are displayed in the Maintain Baselines dialog box.g

on 1

8

251Less

o

Creating a Baseline (cont.)

Categorizing the BaselineAssign a baseline type to categorize the baseline basedAssign a baseline type to categorize the baseline based on how you to intend to use it. For example, the Initial Plan baseline type can be used for your initial project l A th b li t Mid P j t St t bplan. Another baseline type, Mid-Project Status, can be

used after the project is underway. Baseline types are also useful in organizing multiple baselines in the g g pproject.

on 1

8

252Less

o

Creating a Baseline (cont.)

Assigning a BaselineUse the Assign Baselines dialog box to choose a projectUse the Assign Baselines dialog box to choose a project baseline and/or user baseline for the project. If no baseline is designated as active, the current project l i d th b liplan is used as the baseline.

Project baseline is the baseline selected by the project manager for the project.

Used for schedule, resource, and cost comparison.Controlled by the security privilege, Maintain Project Baselines.

User Baseline assignments are user-specific.Used for schedule comparison only.Each user can choose a different baseline for comparison to on

18

the current project.

253Less

o

Viewing Baseline Bars

The Bars dialog box allows you to modify the type, size, color, row position, and shape of the bars displayed incolor, row position, and shape of the bars displayed in the Gantt Chart.

Timescale - Bar is drawn based on the timescale selected, for example Actual Bar drawn from Actual Start date tofor example, Actual Bar drawn from Actual Start date to Actual Finish date.Filter - Bar is drawn for all activities that match the criteria listed in the filter displayedlisted in the filter displayed.

on 1

8

254Less

o

Viewing Baseline Bars (cont.)

Bar Style TabThe Bar Style tab enables you to specify the shapeThe Bar Style tab enables you to specify the shape, color, and pattern of the bars and endpoints.

Shape - Shape of the selected bar's start endpoint, the bar it lf d th fi i h d i titself, and the finish endpoint. Color - Choose the selected bar's start endpoint color, the color of the bar itself, and the color of the finish endpoint.Pattern - The fill pattern of the selected bar.Row - Displays the position of the bar on the Gantt Chart.

on 1

8

254Less

o


Displaying Baseline BarsBy displaying baseline bars in the Gantt Chart you canBy displaying baseline bars in the Gantt Chart, 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, you can create additional bars based on date fields and filters.Select a value in the Row field to determine placementSelect a value in the Row field to determine placement of a bar in the Gantt Chart.

on 1

8

255Less

o


Customizing the Activity Table You can further customize the layout by choosingYou can further customize the layout by choosing display options for the Activity Table. These include the font of the text and the height of the rows, which can b ifi d i th T bl F t d R di l bbe specified in the Table, Font and Row dialog box.

on 1

8

256Less

o


Saving the LayoutIf you are pleased with the layout save it with a newIf you are pleased with the layout, save it with a new name.

on 1

8

257Less

o


Bar Labels TabLabels can be placed on any of the bars listed in theLabels can be placed on any of the bars listed in the dialog box. By adding dates to the bars, you can quickly determine the Start and Finish dates of activities in the G tt Ch tGantt Chart.

on 1

8

258Less

o


Key ConceptsA baseline is a copy of a project that you can compare toA 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.You can create a baseline either by copying the currentlyYou 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 onAssign a baseline type to categorize the baseline based on how you to intend to use it.A project baseline is the baseline selected by the project manager for the project and is controlled by a securitymanager for the project and is controlled by a security privilege. A user-baseline can be designated by each user and is used for schedule comparison only.

on 1

8

260Less

o


Key ConceptsThe Bars dialog box allows you to modify the type, size,The Bars dialog box allows you to modify the type, size, color, row position, and shape of the baseline bars displayed in the Gantt Chart.

on 1

8

260Less

o

Project Execution and ControlProject Execution and Control

Lesson 19

261

Lesson Objectives

Describe several methods for updating the project schedulescheduleUse Progress SpotlightStatus activitiesReschedule the project

on 1

9

261Less

o

Updating a Project

Once a project has started, you need to update actual schedule information and resource usage at regularschedule information and resource usage at regular intervals. Your company will establish a standard update procedure, including how data is collected and how often it is updatedhow often it is updated.

on 1

9

262Less

o

Updating a Project (cont.)

How Often?You may need to update daily weekly or monthlyYou may need to update daily, weekly, or monthly, depending on the length of your project and how frequently you want to adjust your forecasts.

on 1

9

262Less

o

Updating a Project (cont.)

How Data is CollectedProject managers manually enter the actual date, resource,Project managers manually enter the actual date, resource, and cost information.

Record actual dates and progress, actual resource usage and cost, and expense costs., p

Approve and apply timesheets.Team members use timesheets to update activities.Project managers review and approve timesheets.Project managers review and approve timesheets.Project managers apply timesheets to the project.

Auto compute actuals.Progress of activities is automatically calculated according toProgress of activities is automatically calculated according to the project plan.

on 1

9

262Less

o

The Data Date

When updating a project, actuals are recorded for each activity relative to the data date. The data date is theactivity relative to the data date. 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 the data date is set to the beginning of the daydefault, the data date is set to the beginning of the day.

on 1

9

263Less

o

on 1

9

263Less

o

Updating Process

Create a baseline plan.Identify the new data date with the Progress Spotlight.y g p gEnter activity progress.Report resource use and costs to date. Use Suspend and Resume dates as necessaryUse Suspend and Resume dates as necessary.Apply actuals to the project.Perform target analysis.

h l h lCompare the current plan to the target to analyze variances.

Calculate the schedule.Be sure to verify the new data date.

Monitor project progress with reports.

on 1

9

264Less

o

Updating Process (cont.)

Determine whether project objectives are being met:Will the project finish on time?Is it within budget?Are project resources being used effectively?

on 1

9

264Less

o

Updating Process (cont.)

Tips for StatusingUse Activity Details tabs or the Activity Table.Use Activity Details tabs or the Activity Table.Use Progress Spotlight to identify activities to be updated.Use filters and grouping to create a statusing layout.

Use rolling dates for a time period look aheadUse rolling dates for a time period look-ahead.Select only activities to be updated.Organize in a useful sequence via activity codes, resources, and datesand dates.

on 1

9

264Less

o

Defining a Statusing Period

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

on 1

9

265Less

o

Defining a Statusing Period (cont.)

There are two options to define the statusing period in the Gantt Chart:the Gantt Chart:

Activate Progress Spotlight.Drag the data date.

N t th t t bli h t t i i dNote that even as you establish a new statusing period, the new data date must still be manually changed in the Schedule dialog box.g

on 1

9

265Less

o


Progress SpotlightProgress Spotlight creates a visible statusing periodProgress 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 h ld h d i th d t i dshould have progress during the update period.

on 1

9

266Less

o


Dragging the Data DateHighlight the activities to be updated by dragging theHighlight the activities to be updated by dragging the status line to the desired date.

on 1

9

267Less

o

Entering Actuals

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

on 1

9

268Less

o

Entering Actuals (cont.)

Enter schedule, resource, and cost data in the following order:order:

on 1

9

268Less

o


Completed ActivitiesActual Start and Actual Finish datesActual Start and Actual Finish datesActual Regular Units/CostsActual Cost for expenses

on 1

9

268Less

o


Activities in ProgressActual Start dateActual Start datePercent Complete and/or Remaining DurationActual Regular Units/Costs and Remaining Units/CostsA t l d R i i C t fActual and Remaining Costs for expenses

If activity work is temporarily halted, use Suspend/Resume dates.p /

on 1

9

268Less

o

Statusing Milestones

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

on 1

9

269Less

o

Statusing Activities to Completion

Three steps must be performed to update an activity to completion:completion:

Enter Actual Start and Actual Finish dates.Enter Actual Regular Units for resources.E t A t l C t fEnter Actual Cost for expenses.

Below you will check the Actual Regular Units for the activity. Note that in this example, data in the Actual y p ,Regular Units field is automatically completed because Recalculate Actual Units and Cost when duration % complete changes is selected in the Calculations tab incomplete changes is selected in the Calculations tab in the Projects window for the project.

on 1

9

270Less

o

Statusing Activities to Completion (cont.)

You will now status activity BA1020 - Review and Approve Designs, which was completed during thisApprove Designs, which was completed during this status period. The activity started on time but finished 1 day late. Resource Paul Kim worked an additional 8 hours on the activityhours 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.

on 1

9

272Less

o

Statusing Activities to Completion (cont.)

Statusing a Mid-Project MilestoneA Start Milestone is updated the same way whether itA 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 St t d tStart date.

on 1

9

274Less

o

Statusing Activities in Progress

Five steps must be performed to update an activity in progress:progress:

Enter Actual Start date.Enter Percent Complete and/or Remaining Duration.E t A t l R l U it d R i i U it fEnter Actual Regular Units and Remaining Units for resources.Enter Actual Cost and Remaining Cost for expenses.

In the example below, activity BA2010 was started during the status period but is now falling behind schedule. You will reflect this by increasing theschedule. You will reflect this by increasing the Remaining Duration.Actual Regular Units is the number of units that

( ) t ll k d th ti it R i ion 1

9

resource(s) actually worked on the activity. Remaining Units represents the amount of work (units) that is required to complete the activity. 275Le

sso

Statusing Activities in Progress (cont.)

The formula for calculating Remaining Units is: Remaining Units = Remaining Duration * RemainingRemaining Units Remaining Duration Remaining Units/Time.

on 1

9

276Less

o

Suspending an Activity

When an activity starts but is unexpectedly delayed or stopped for a period of time, you may suspend it.stopped for a period of time, you may suspend it.

A suspended activity must have an Actual Start.Use the Status tab to enter Suspend and Resume dates.

Suspend date The last day that work was conducted on theSuspend date - The last day that work was conducted on the activity.Resume date - The first day that work will continue on the activity.activity.

The actual duration excludes suspension time.Use the Notebook tab to document the reason for the suspensionsuspension.

In the exercise below, the Excavation activity was started late and then was suspended due to a on 1

9

snowstorm.

277Less

o

Statusing Activities to CompletionThe Review and Submit Flooring Samples activity has finished 1 day early.Resource Oliver Rock worked 8 hours less than plannedResource Oliver Rock worked 8 hours less than planned on the activity. Update Actual Units to 56 hours.The Assemble Brick Samples activity also was p ycompleted during this status period.The Assemble Technical Data for Heat Pump activity was started and finished in this update periodwas started and finished in this update period.The Assemble Technical Data for Heat Pump activity has an expense that is running over its budgeted p g gamount. You will update the expenses for the activity to reflect the spending.In the Expense tab the field for At Completion Coston 1

9

In the Expense tab, the field for At Completion Cost ($600.00) is calculated by adding Actual Cost ($600.00) + Remaining Cost ($0.00). 279Le

sso

Rescheduling the Project

Now that actuals have been entered, it is time to reschedule the project based on the new data date. Anyreschedule the project based on the new data date. Any activities that did not finish on time will delay their successor activities.

on 1

9

284Less

o

Rescheduling the Project (cont.)

Viewing the Results of Rescheduling ProjectAfter the project has been rescheduled the successorsAfter the project has been rescheduled, the successors to the delayed activity, BA2020, have also been delayed.

Analyze the activities on the critical path.Review the project's performance to date.Develop strategies for getting the project back on track.p g g g p jGain agreement within your project team.Implement the revised project plan.

on 1

9

285Less

o

Controlling the Project

After scheduling a project, analyze schedule dates, resource allocation, and the cost budget.resource allocation, and the cost budget.

on 1

9

286Less

o

Controlling the Project (cont.)

Analyzing Schedule DatesAnalyze the schedule to determine if milestone dates andAnalyze the schedule to determine if milestone dates and project dates are being met.

Compare the calculated Finish date to the Must Finish By date to see if you will complete the project on time.y p p jIf the project is behind schedule, analyze critical activities.Adjust the project to meet your project Finish date.

on 1

9

286Less

o


Analyzing Resource AllocationAfter adjusting the project, determine if resources are beingAfter adjusting the project, determine if resources are being used effectively.

on 1

9

286Less

o


Analyzing the Cost BudgetAfter adjusting the project, view At Completion Total Cost toAfter adjusting the project, view At Completion Total Cost to determine if you are within your budget.

on 1

9

286Less

o

Compressing the Schedule

If the calculated Finish date is later than the Must Finish By date, you can use several methods to shorten theBy date, you can use several methods to shorten the project:

Use relationships to overlap activities.Add t d d tiAdd resources to reduce durations.Break down long activities.Change calendar assignments:

Put critical activities on a longer workweek.Add exceptions to non-worktime.

on 1

9

287Less

o

Compressing the Schedule (cont.)

You can use the following set of questions to help you decide how to most appropriately adjust the schedule: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 il blavailable.

If the delay is approved, adjust the affected milestones.If the delay is not approved, find another way to meet the project milestones and Finish date of the project.

Can the scope of the activity/project decrease?In some cases in order to meet the project milestones andIn some cases, in order to meet the project milestones and finish date, you can decrease the total amount of work that will be accomplished, i.e., decrease the scope of the project.If the scope change is approved decrease the scope byon

19

If the scope change is approved, decrease the scope by reducing the total hours worked on activities. This will change the duration of the activities.

287Less

o


If the scope change is not approved, find another way to meet the project milestones and Finish date of theto meet the project milestones and Finish date of the project.Were the budgeted hours over- or under-estimated?

You may have overestimated the number of hours to complete activities; the scope of work can be accomplished in fewer hours.You can decrease the total hours worked on activities, which decreases the duration of the activities.

Can an additional resource be assigned?gYou can assign another resource to the activity to finish it on time.This may be possible if another resource with the necessaryon

19

This may be possible if another resource with the necessary skills is available.

287Less

o


If a resource is available, you can assign it to make up the hours.the hours.Can the resource work overtime?

The resource may need to work overtime to complete an ti it tiactivity on time.

If this is possible, you can decrease the duration of the activity, then enter the original remaining hours.The hours the resource works each day will increase.

on 1

9

288Less

o

Reporting PerformanceReporting Performance

Lesson 20

295

Lesson Objectives

Describe reporting methodsRun a schedule reportRun a schedule reportCreate a resource report with the Report wizardCreate a report using the current layoutp g y

on 2

0

295Less

o

Methods for Performance Reporting

There are many methods to distribute schedule, resource, and cost performance information to theresource, and cost performance information to the project team, including:

Printed layoutsP i t d t f th R t i dPrinted reports from the Report wizardPrinted reports from Report WriterProject Web siteTimesheets Primavera Web applications

on 2

0

296Less

o

Reports Window

The Reports window displays reports for schedule, resource, and cost.resource, and cost.

on 2

0

297Less

o

Running an Existing Report

You can report schedule performance using a pre-defined schedule report.defined schedule report.

on 2

0

298Less

o

Running an Existing Report (cont.)

Run Report Dialog BoxUse the Run Report dialog box to compile and print theUse the Run Report dialog box to compile and print the selected report.

Print Preview - Preview the report before printing it.Directly to Printer - Compile and print the report.HTML File - Compile and save the report as an HTML file.ASCII Text File - Choose to compile and save the report as p pa delimited text file (.txt).

Field Delimiter - Select the character used to separate categories of information that you save in delimited text format (i.e., comma, tab, space).Text Qualifier - Select the character used to separate categories of data that you save in delimited text format (.txt) if the data contains the field delimiter you specify such ason

20

if the data contains the field delimiter you specify, such as quote marks (").

299Less

o


Run Report Dialog BoxOutput file - If you choose HTML File or ASCII Text File,Output file If you choose HTML File or ASCII Text File, click to specify the file name and location where you want to save the report.View file when done - Mark this checkbox to automaticallyView 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.Notes - Use to add a comment to the report. CommentNotes Use to add a comment to the report. Comment appears directly under the report title.

on 2

0

299Less

o


Print PreviewPrint preview allows you to make modifications to thePrint preview allows you to make modifications to the layout before printing.

on 2

0

300Less

o

Print Preview Dialog BoxItemItem FunctionalityFunctionality

1. Page Setup Define report's header/footer, margins, and g p p / , g ,orientation.

2. Print Setup Select the default printer, print size, and page orientation.orientation.

3. Print Print the displayed report.

4 Publish Print the report in HTML format4. Publish Print the report in HTML format.

5. Left/Right/Up/Dow

Display the previous or next page of the displayed report.

on 2

0

Left/Right/Up/Down

report.

6. Last/First Page Display the first or last page of the displayed report

300Less

o report.

Print Preview Dialog Box (cont.)

ItemItem FunctionalityFunctionality

7. Zoom In/Out Magnify/reduce your view of the displayed report./ g y/ y p y p

8. Help Open Help.

9. Close Close Print Preview and return to the previous window.

on 2

0

300Less

o


Printing ReportsPrinting reports is an effective way to communicatePrinting reports is an effective way to communicate project information with resources and other project managers.The report below displays the Original Duration, Remaining Duration, Percent Complete, Activity Name, Early Start, Early Finish, Late Start, Late Finish andEarly Start, Early Finish, Late Start, Late Finish and Total Float of all the activities in the project.

on 2

0

300Less

o

Report Wizard

The Report wizard enables you to easily create a wide variety of ad hoc reports. The reports can be modifiedvariety of ad hoc reports. The reports can be modified as they are built, or they can be reopened later to be modified.T t i d tTo create a wizard report:

Select a base table and pertinent data fields.Organize the data via grouping, sorting, and filtering g g p g, g, goptions.

on 2

0

302Less

o

Report Wizard (cont.)

Create or Modify ReportYou will use the wizard to create a report that showsYou will use the wizard to create a report that shows the resource assignments on the project and related Notebook topics.

on 2

0

303Less

o


Configure Selected Subject AreasSelect the columns you would like to use in the reportSelect the columns you would like to use in the report.

on 2

0

305Less

o


Adding a Filter to the ReportSelect the filter you would like to use in the reportSelect the filter you would like to use in the report.

on 2

0

306Less

o


Print PreviewYou can preview the report before printing To printYou can preview the report before printing. To print, click the Print icon.

on 2

0

309Less

o

Saving a Report

After reviewing your report, you can save it and assign it to a specific report group.it to a specific report group.

on 2

0

310Less

o

Saving a Report (cont.)

Assigning a Report to a Report GroupTo easily locate a report you can assign it to a reportTo easily locate a report, you can assign it to a report group. A report can be assigned to only one report group.

on 2

0

311Less

o

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

y

based on the layout that is currently displayed. Reports can be modified as they are built through the wizard.

on 2

0

312Less

o

Creating a Report Using the Current Layout (cont.)

Key ConceptsThe Reports window displays reports for schedule, resource,

y ( )

The Reports window displays reports for schedule, resource, and cost.You can report schedule performance by choosing one of the pre-defined schedule reports listed in the Reportsthe pre defined schedule reports listed in the Reports window.

on 2

0

316Less

o

Creating a Report Using the Current Layout (cont.)

Key ConceptsThe Report wizard enables you to easily create a wide

y ( )

The Report wizard enables you to easily create a wide variety of ad hoc reports. The reports can be modified as they are built, or they can be reopened later to be modified. To create a wizard report:p

Select a base table and pertinent data fields.Organize the data via grouping, sorting, and filtering options.

The Report wizard can also be used to create reports basedThe Report wizard can also be used to create reports based on the layout that is currently displayed.

on 2

0

316Less

o

Project Web SiteProject Web Site

Lesson 21

317

Lesson Objectives

Create and launch a project Web siteCustomize the appearance of a project Web siteCustomize the appearance of a project Web sitePublish activity layouts as HTML pages

on 2

1

317Less

o

Project Web Site

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

tli ti it d d l i k d ion 2

1

outline, activity codes and values, risks, and issues.

318Less

o

Project Web Site (cont.)

Among the Web site features:Customize the Web page design.Customize the Web page design.Create a Web site that contains one or multiple projects.

The project(s) must be opened when publishing.

Control the level of detail published for example limitingControl the level of detail published, for example limiting activity information and personal information about resources.

on 2

1

318Less

o

Project Web Site (cont.)

Control the information included:Activity layoutsy yTracking layoutsProject reportsGlobal data dictionariesGlobal data dictionaries

Test a project Web site locally prior to publishing publicly.

on 2

1

318Less

o

Creating a Project Web Site

On the General tab in the Projects window, you can create a link to the location of the project Web site.create a link to the location of the project Web site.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.Scheme determines the fonts, colors, icons, and splash screen that will be used for the Web site.

on 2

1

319Less

o

Customizing the Project Web Site

You can use the default scheme or create your own scheme by adding graphics, fonts, and colors.scheme by adding graphics, fonts, and colors. Customizable features include background/foreground colors, icons/logos, and text types/fonts.U th M i F t b t t i f t thUse the Main Form tab to customize features on the main form of the Web site.

on 2

1

321Less

o

Customizing the Project Web Site (cont.)

Splash TabUse the Splash tab to customize features on the splashUse the Splash tab to customize features on the splash screen.

on 2

1

322Less

o


Topics TabUse the Topics tab to determine the detailed data toUse the Topics tab to determine the detailed data to publish to the Web site. If all checkboxes are cleared, only WBS data is published.

on 2

1

323Less

o


Graphics TabUse the Graphics tab to select existing activity orUse the Graphics tab to select existing activity or tracking layouts to publish to the project's Web site.

Define activity layouts in the Activities window and tracking l t i th T ki i dlayouts in the Tracking window.

on 2

1

324Less

o


Reports TabThe Reports tab is used to select existing reports toThe Reports tab is used to select existing reports to publish to the project Web site.If you do not want reports to be displayed in a specific Web site, clear the Include in project Web site checkbox.

on 2

1

325Less

o


Publishing the Web SiteA project Web site cannot be published in a subdirectoryA project Web site cannot be published in a subdirectory beneath the directory that contains Primavera.A project Web site cannot be published if the subdirectory contains files other than the Project Web site files.contains files other than the Project Web site files.

If the publish subdirectory contains only project Web site files, those files will be deleted and replaced with the updated files.If the publish subdirectory does not exist, the subdirectory will p y , ybe created.

Data is static as of the date the site is published. To update the site with the new data, publish the site again.

on 2

1

326Less

o


Launching the Web SiteThe Web site can be launched two ways:The Web site can be launched two ways:

Automatically in the default browser if the Automatically launch web site preview after publishing checkbox is markedmarked.Manually from the General tab in the Projects window.

The URL set for the Web site is also displayed in Primavera Portfolio Analysis and in Timesheets, and can be used to launch the Web site.

on 2

1

327Less

o

Navigating the Project Web Site

The project Web site is divided into three panes:Upper pane - Contains a navigation toolbar for quick accessUpper pane Contains a navigation toolbar for quick access to various sections of the Web site.

Click the Subtoolbar to view a specific set of data relating to what is selected from the upper pane.pp p

Left pane - Select the data elements to view.Right pane - Navigate through the details for the element displayed in the left pane.displayed in the left pane.

The icons in the upper pane allow you to view global data dictionaries as well as the activity/tracking layouts

d t l t d t bli hand reports you selected to publish.

on 2

1

328Less

o

Publishing Activity Layouts

Save activity layouts as HTML files that are not linked to a project Web site you previously created. The layoutsa project Web site you previously created. The layouts represent a static picture of the project.

Timescale begins on the date defined by the selected layoutlayout.Columns displayed are defined by the selected layout.

on 2

1

330Less

o

Publishing Activity Layouts (cont.)

Key ConceptsThe project Web site feature is used to publish a projectThe 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. The Web site can include activity layouts, t ki l t j t t d l b l d ttracking layouts, project reports, and global data dictionaries.You can use the default scheme or create your ownYou can use the default scheme or create your own scheme by adding graphics, fonts, and colors. You can also save activity layouts as HTML files that are

l k d b lnot linked to any project Web site you previously created. These layouts represent a static picture of the project.on 2

1

p j

332Less

o