qassimasa

1
Primavera Version 6.0 Course 102Dubai
Industrial City

• Ali Ammar, CAPM

2
Topics

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

3
Topics (cont.)

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

4
Topics (cont.)

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

5
Introduction to Primavera

• Lesson 1

1
6
Lesson Objectives

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

Lesson 1
1
7
Introduction to Primavera

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

Lesson 1
2
8
Primavera Modules
Lesson 1
3
9
Primavera Tools (cont.)

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

Lesson 1
3
10
Primavera Tools (cont.)

• Methodology Management
• An 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.
• Create, capture, organize, and improve reusable
  components for building future project plans.

Lesson 1
3
11
Primavera Tools (cont.)

• Timesheets
• 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.
  

Lesson 1
4
12
Primavera Tools (cont.)

• P6 Web / MyPrimavera
• (Portfolio, Project, Resource Management and
  Collaboration)
• Interface for project managers who require
  Web-enabled project management functionality. It
  also enables enterprise-wide, Web-based
  collaboration.
• Users can create, manage, status, and schedule
  projects using 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, and portfolio manager.
  

Lesson 1
4
13
Enterprise and Project-Specific Data

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

Lesson 1
5
14
Enterprise and Project-Specific Data (cont.)

• Enterprise Data
• Enterprise data provides the global structure
  needed to manage multiple projects. It is
  available to all projects across the organization
  and provides the structure necessary for
  centralized project and resource management.
• Examples of centralized project management
  include
• Project structure
• Project codes
• Admin categories and preferences
• Examples of centralized resource management
  include
• Resources
• Cost accounts
• Resource codes

Lesson 1
5
15
Enterprise Data
Project Structure
OBS
Resource codes
Admin categories preferences
Lesson 1
Project codes
Resources
Cost accounts
Roles
5
16
Enterprise and Project-Specific Data (cont.)

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

Lesson 1
6
17
Thresholds Issues
Project-Specific Data
Activities
Baseline/Target
Work Products Documents
Dates
Lesson 1
WBS
Expenses
Project Web Site
6
Risks
18
Enterprise and Project-Specific Data (cont.)

• Enterprise/Project-Specific Data
• The following types of data are enterprise, as
  well as project-specific
• Calendars
• Reports
• Activity codes
• System administrators define enterprise data.
  Project managers define project-specific data to
  further control their projects.

Lesson 1
7
19
Enterprise/Project-Specific Data
Lesson 1
Activity Codes
Calendars
7
Reports
20
The Project Management Life Cycle

• Lesson 2

9
21
Lesson Objectives

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

Lesson 2
9
22
Project Management Life Cycle

• Project Management is the process of achieving
  set goals within the constraints of time, budget,
  and staffing restrictions.

Lesson 2
10
23
Project Management Life Cycle (continued)
Lesson 2
11
24
Initiating Process Group

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

Lesson 2
12
25
Planning Process Group

• Steps in the Planning process group include
• Establish project objectives and scope of work.
• Define the work.
• Determine the timing.
• Establish resource requirements/availability.
• Establish a cost budget.
• Evaluate, optimize, and create baseline plan.

Lesson 2
13
26
Executing Process Group

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

Lesson 2
14
27
Controlling Process Group

• Steps in the Controlling process group include
• Analyze and evaluate the project.
• Recommend necessary action.
• Modify the current project with realistic data.
• Re-forecast the schedule.
• Communicate project performance to the project
  team.

Lesson 2
15
28
Closing Process Group

• Steps in the Closing process group include
• Document lessons learned.
• Determine if project can be used as a
  methodology.
• Deliver product to client or stakeholders.
• Back-up or archive project files.

Lesson 2
16
29
Data, Navigating, and Layouts

• Lesson 3

17
30
Lesson Objectives

• Describe enterprise and project-specific data
• Log in
• Open an existing project
• Navigate in the Home window and Activities window
• Open an existing layout
• Customize a layout
• Save a layout

Lesson 3
17
31
Enterprise and Project-Specific Data

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

Lesson 3
18
32
Enterprise and Project-Specific Data (cont.)

• Enterprise Data
• Enterprise data provides the global structure
  needed to manage multiple projects. It is
  available to all projects across the organization
  and provides the structure necessary for
  centralized project and resource management.
  Enterprise data is usually defined and maintained
  by a system administrator.

Lesson 3
18
33
Enterprise and Project-Specific Data (cont.)

• Enterprise Data
• Examples of enterprise data
• Enterprise Project Structure (EPS)
• Project codes
• Resource codes
• Admin categories and preferences
• Resources
• Cost accounts

Lesson 3
18
34
Enterprise and Project-Specific Data (cont.)

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

Lesson 3
19
35
Enterprise and Project-Specific Data (cont.)

• Enterprise/Project-Specific Data
• The following types of data are enterprise as
  well as project-specific
• Calendars
• Reports
• Activity codes

Lesson 3
20
36
Logging In

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

Lesson 3
21
37
Home Window

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

Lesson 3
22
38
Home Window
Item Functionality
1. Title bar Displays current application and name of open projects.
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 the Directory bar, and open Help.
5. Status bar Displays user's Login Name, data date of open projects, access mode, and current baseline.
Lesson 3
22
39
Navigation Bar

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

Lesson 3
23
40
Opening an Existing Project

• The Open Project dialog box lists all the
  projects you 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
  project.

Lesson 3
24
41
Opening an Existing Project (cont.)

• Access Modes
• You have the option to select an access mode
  prior to opening a project
• Shared - Multiple users can view, input, and
  change data. This 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.

Lesson 3
25
42
Opening an Existing Project (cont.)

• Activities Window
• The 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 the table
  correspond to those in the screenshot.

Lesson 3
26
43
Activities Window
Item Functionality
1. Toolbar Displays icons that allow you to change look of layout.
2. Activity Table Displays activity information in spreadsheet format.
3. Gantt Chart Provides graphical display of activity progress over time.
4. Command bar Displays options for adding or removing activity data.
5. Layout Options bar Displays menu of available options for Activities window.
6. Vertical Split bar Drag bar to hide/show more information in each pane.
Lesson 3
26
44
Activities Window (cont.)
Item Functionality
7. Horizontal Split bar Hide or show more information in top/bottom layouts.
8. Activity Details View/edit detailed information for selected activity.
Lesson 3
26
45
Layouts

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

Lesson 3
27
46
Layouts (cont.)

• Activity Layouts
• The Activities window provides the option of
  viewing data in top/bottom layouts.
• Choose one of the following to show on top
• Activity Table
• Gantt Chart
• Activity Usage Spreadsheet
• Activity Network

Lesson 3
27
47
Layouts (cont.)

• Activity Layouts
• Choose one of the following to show on bottom
• Activity Details
• Activity Table
• Gantt Chart
• Activity Usage Spreadsheet
• Resource Usage Spreadsheet
• Activity Usage Profile
• Resource Usage Profile
• Trace Logic

Lesson 3
27
48
Layouts (cont.)

• Opening an Existing Activity Layout
• A 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 layouts
  provided by your company.
• After selecting a layout, you can click either
  Apply or Open.
• Apply - Displays layout but keeps Open Layout
  dialog box open.
• Open - 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 dialog box.

Lesson 3
28
49
Layouts (cont.)

• Gantt Chart
• The 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 progress over the duration of the
  project.

Lesson 3
30
50
Layouts (cont.)

• Activity Usage Spreadsheet
• The 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 resource/cost data.
• You can customize the timescale of the Activity
  Usage Spreadsheet

Lesson 3
31
51
Layouts (cont.)

• Activity Network
• Use the Activity Network to view the
  relationships between activities and the logical
  flow of the activities in the project
• Left pane - Displays the WBS hierarchy.
• Right pane - Shows a graphical display of
  activities and their relationships.

Lesson 3
32
52
Layouts (cont.)

• Activity Table
• The Activity Table enables you to see project
  data in spreadsheet format. You also can modify
  the columns displayed in the Activity Table to
  meet your needs.
• You can display the Activity Table on the entire
  screen if you want to analyze data solely in a
  tabular format.

Lesson 3
33
53
Customizing a Layout

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

Lesson 3
34
54
Customizing a Layout (cont.)

• Selecting Columns
• The Columns dialog box enables you to select
  columns to display in the Activity Table and
  specify the order in which they appear
• Available Options section - Lists data items in
  groups or in list.
• 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 and choose its alignment in the display.

Lesson 3
35
55
Customizing a Layout (cont.)

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

Lesson 3
36
56
Displaying Activity Details

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

Lesson 3
37
57
Displaying Activity Details (cont.)

• Selecting Details Tabs
• The tabs displayed in Activity Details can be
  customized.

Lesson 3
38
58
Saving Layouts

• Layouts can be saved and shared with other users
  to facilitate project communication. Use the Save
  Layout dialog box to save a layout in the
  Activities, WBS, Projects, Assignments, or
  Tracking windows
• Layout, Save - Saves changes to the existing
  layout.
• Layout, Save As - Prompts you to save the layout
  with a new name.
• Current 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).
• Another User - A specified user will have access
  to the layout. Note, however, that the current
  user will not have access to the layout.

Lesson 3
39
59
Saving Layouts (cont.)

• Project - Apply the layout to any project that
  is currently 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 be viewed in the Project band in the Open
  Layout dialog box. Project-specific layout offers
  two advantages

Lesson 3
39
60
Closing a Project

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

Lesson 3
41
61
Closing a Project (cont.)

• Key Concepts
• The 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 to previously accessed windows.
• Choose to open a project in Read Only, Shared, or
  Exclusive mode.
• A project consists of enterprise and
  project-specific data.
• View activity data in the Activities window and
  customize the 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 layouts.

Lesson 3
42
62
Closing a Project (cont.)

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

Lesson 3
42
63
Enterprise Project Structure

• Lesson 4

43
64
Lesson Objectives

• Describe the components that comprise the
  Enterprise Project Structure
• View the EPS

Lesson 4
43
65
Enterprise Project Structure

• The Enterprise Project Structure (EPS) is a
  hierarchy 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
  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
  hierarchy.
• Placement of a project in the hierarchy
  determines the summary level in which it is
  included.

Lesson 4
44
66
Enterprise Project Structure
Lesson 4
42
67
Opening the EPS

• You can use the Enterprise Project Structure
  dialog box 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.

Lesson 4
45
68
Benefits of the EPS

• The EPS offers many benefits, including the
  ability to
• View 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.
• 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 from the "member" projects.
• View resource allocation across projects.
• Assign 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.

Lesson 4
46
69
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.

Lesson 4
47
70
Creating a Project

• Lesson 5

49
71
Lesson Objectives

• Create a project
• Navigate in the Projects window
• View and modify information in Project Details

Lesson 5
49
72
Creating a Project

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

Lesson 5
50
73
Creating a Project (cont.)

• Import a file
• Import a project using the following file
  formats
• Review and adjust the WBS.
• Review and adjust activities.
• Assign resources and costs.
• Copy/paste
• Select elements of an existing project you want
  to copy to a new project.

Lesson 5
50
74
Create a New Project Wizard

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

Lesson 5
51
75
Create a New Project Wizard (cont.)

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

Lesson 5
52
76
Create a New Project Wizard (cont.)

• Entering Project Start and End Dates
• Use the calendar to select Planned Start and Must
  Finish By dates for the project.
• The Must Finish By field is not mandatory. You
  can assign a project Must Finish By date at any
  point in the project life cycle in the Dates tab
  in Project Details.
• To navigate in the calendar
• When you launch the calendar, the current
  month/year is displayed. To navigate to a
  different year, click the Month/Year section in
  the calendar, and then use arrows to scroll to
  the desired year.
• Click the desired month and date, and then click
  Select.

Lesson 5
53
77
Create a New Project Wizard (cont.)

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

Lesson 5
54
78
Create a New Project Wizard (cont.)

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

Lesson 5
55
79
Create a New Project Wizard (cont.)

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

Lesson 5
56
80
Projects Window

• The project has been created and opened.
• To view high-level information about the project,
  navigate to the Projects window, which displays
  the projects within the EPS that you can access.
  You can also
• Open, create, and save project layouts.
• Group projects by the Enterprise Project
  Structure, project codes, or other
  project-related items.
• Filter projects.
• Modify column data.
• The table below lists key navigation items in the
  Projects window. Numbers in the table correspond
  to those in the screenshot.

Lesson 5
57
81
Project Details

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

Lesson 5
59
82
Project Details (cont.)

• General Tab
• The General tab enables you to view or modify
  general information about the selected project.
  Project ID, Project Name, and Responsible Manager
  can be set when you create the project, or you
  can change them here. The remaining fields are
  set by default.
• Fields in the General tab
• Project ID - Short, unique identifier for the
  project.
• Project Name - Name of the project.

Lesson 5
60
83
Project Details (cont.)

• General Tab
• Status - Indicates project status based on the
  table below

Status Indicates project is ...
Planned Being analyzed before establishing permanent plan.
Active Currently being worked on.
Inactive Completed or on hold.
What-if Used as test scenario.
Lesson 5
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84
Project Details (cont.)

• General Tab
• 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, 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. The highest rank is 1
  the default is 10.
• Check-out Status - Indicates whether the project
  is checked in or checked out.

Lesson 5
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85
Project Details (cont.)

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

Lesson 5
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86
Project Details (cont.)

• Dates Tab
• The 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 can change them
  here.
• Fields in the Dates tab
• Planned 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 end date.
• Finish - Non-editable field indicating the latest
  early finish date calculated when the project was
  last scheduled.
• Actual Start and Actual Finish - Non-editable
  field indicating the actual start and finish
  dates of the project.

Lesson 5
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87
Project Details (cont.)

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

Lesson 5
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88
Project Details (cont.)

• Notebook Tab
• The 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.
• Detail - User-defined description of the selected
  topic. You can use HTML editing features,
  including formatting text, inserting pictures,
  copying, pasting, and adding hyperlinks.

Lesson 5
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89
Project Details (cont.)

• Codes Tab
• The 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
  information across projects.

Lesson 5
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90
Project Details (cont.)

• Type Ahead and Search in Dialog Boxes
• The Search field in dialog boxes throughout
  Primavera offers a faster alternative to
  scrolling through a long list of values
• Search - Type 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 value Comm-Commercial.

Lesson 5
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Project Details (cont.)

• Defaults Tab
• The Defaults tab is divided into two sections
• Defaults for New Activities - Indicates the
  settings that will be used when new activities
  are added to the project. Note that changing
  these settings will not affect existing
  activities.
• Auto-numbering Defaults - Sets how new activities
  will be numbered 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.

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Project Details (cont.)

• Defaults Tab
• For 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, the 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
  especially helpful when viewing activities from
  different projects.

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Project Details (cont.)

• Settings Tab
• The Settings tab consists of three sections
• Summarized Data - Identifies the date and the
  level to which the project was last summarized.
• Project 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.
• Define Critical Activities - Identifies which
  activities are displayed as critical, either
  longest path or a value of Total Float.

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Project Details (cont.)

• Calculations Tab
• Use 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) Duration Complete
• Primavera performs these calculations whenever
  you update the Duration complete.
• Values 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.

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Project Details (cont.)

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

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Project Details (cont.)

• Key Concepts
• 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 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, such as the anticipated start
  and finish dates.

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Creating a Work Breakdown Structure

• Lesson 6

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Lesson Objectives

• Define a Work Breakdown Structure
• Create multiple levels of a WBS hierarchy

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Work Breakdown Structure

• The Work Breakdown Structure (WBS) is a
  hierarchical arrangement 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 control.
• Each project has a unique WBS hierarchy.
• The root level of the WBS is equal to the Project
  ID and Project Name.
• Elements within the WBS have a child/parent
  relationship, which means that you can roll up
  and summarize information from the lower levels.

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Work Breakdown Structure
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Course Scenario
Course Scenario
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Viewing WBS Elements

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

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Creating the WBS Hierarchy

• WBS elements added to the root level element are
  automatically indented to form the second level
  of the hierarchy.
• When you create a new WBS element, it is indented
  as a "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
  located on the Command bar to adjust the
  structure of the WBS hierarchy.
• The "child" WBS inherits attributes from the
  "parent" WBS. This is illustrated below, when the
  WBS element you create, Elevator, inherits the
  responsible manager of its parent, Mechanicals.

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Creating the WBS Hierarchy (cont.)

• You can determine the level that WBS elements
  group to by right-clicking in the WBS window and
  choosing Collapse To.
• Right-click in the WBS window and click Expand
  All or Collapse All to expand or collapse
  elements of the WBS.

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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.

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Adding Activities

• Lesson 7

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Lesson Objectives

• Describe an activity and its components
• Describe activity types
• Add activities
• Add a Notebook topic to an activity
• Add steps to an activity
• Assign activity codes to activities

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Activities

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

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Activity Components
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Adding Activities

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

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The New Activity Wizard

• The New Activity wizard walks you through the
  process of 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.

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Adding Activities via Activity Wizard

• While in the Activities window, you can click Add
  in the Command bar to add new activities. The New
  Activity wizard appears only when you click Add
  in the Command bar.
• Type 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.

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Adding Activities via Activity Wizard (cont.)

• Assigning Activity Type
• Activity 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 Milestone
• Finish Milestone
• Task Dependent
• Resource Dependent
• Level of Effort
• WBS Summary

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Adding Activities via Activity Wizard (cont.)

• Activity Type
• Start 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, and documents.
• You can assign a primary resource.
• You cannot assign roles.

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Adding Activities via Activity Wizard (cont.)

• Activity Type
• Finish 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, and documents.
• You can assign a primary resource.
• You cannot assign roles.

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Adding Activities via Activity Wizard (cont.)

• Activity Type
• Task 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.

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Example of how Primavera calculates the duration
when activity type is task dependent.
Activity Calendar
Monday Tuesday Wednesday Thursday
Friday
Resource Calendar 1
Resource Calendar 2
Resource Calendar 3
Task Dependent
X
X
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Adding Activities via Activity Wizard (cont.)

• Activity Type
• Resource 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.

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Example of how Primavera calculates the duration
when activity type is resource dependent.
Activity Calendar
Monday Tuesday Wednesday Thursday
Friday
Resource Calendar 1
Resource Calendar 2
Resource Calendar 3
Task Dependent
X
X
X
X
X
Resource Dependent
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Adding Activities via Activity Wizard (cont.)

• Assigning Activity Type
• Level of Effort - This type is typically used for
  ongoing tasks dependent on other activities.
• Duration is determined by its predecessor and
  successor activities, and its assigned calendar.
• Examples include clerical work, a security guard
  and meetings.
• You cannot assign constraints. (Constraints are
  discussed in a future lesson).

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Adding Activities via Activity Wizard (cont.)

• Assigning Activity Type
• WBS Summary - This type is used to summarize a
  WBS level.
• The WBS summary activity comprises a group of
  activities that 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 the 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.

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Adding Activities via Activity Wizard (cont.)

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

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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. When adding an activity,
  first select either the WBS band in which the
  activity will reside, or select an existing
  activity in the WBS band.

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Adding an Activity via Activity Details (cont.)

• General Tab
• Use the General tab to assign basic information
  about the activity, including Activity Type,
  discussed earlier in this lesson.

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Adding an Activity via Activity Details (cont.)

• Status Tab
• Use 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 also use the Status tab
  to view the selected activity's float, actuals,
  and completion percentages.

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Adding an Activity via Activity Details (cont.)

• Notebook Tab
• The Notebook tab enables you to assign notes to
  an activity. Notebook topics are typically
  instructions or descriptions that further
  describe the activity according to specific
  categories of information.

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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.

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Adding Steps to an Activity

• Activity steps allow you create a checklist for
  the 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 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 area on the right side of the Steps tab.
• The Review and Approve Designs activity can be
  broken down into two steps.

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Step Templates

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

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Activity Codes

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

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Activity Codes (cont.)

• Activity codes can be defined in three levels
• 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.
• Organize activities within a project or across a
  portion of the EPS.
• Project-level - Available to activities only in
  the project in which the code is created.
• Create up to 500 activity codes per project.
• Filter and organize activities based on unique,
  project-specific requirements.

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Activity Codes (cont.)

• Each activity code (global, EPS, and project)
  may contain an unlimited number of activity code
  values, which can be organized in a hierarchy.

Type Can be assigned to Number
Global-level Activities in all projects Unlimited
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
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Activity Codes (cont.)

• Assigning Activity Codes to an Activity
• Assign 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.

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Activity Codes (cont.)

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

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Calendar Assignments

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

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Calendar Assignments (cont.)

• Calendar Types
• There are three calendar types
• Global calendar
• Contains calendars that can be used by all
  projects in the database.
• Available for all resources and activities in the
  database.
• Resource calendar
• Contains separate calendars for each resource.
• Project calendar
• Contains a separate pool of calendars for each
  project.
• Available for the current project only.

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