Tips Tricks with Version Six (Client)Don Louser PMP, PMA Consultants LLC

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Give Us Your Card

• There are more items in this presentation than we will have time to demonstrate

• Give us your business card and we will send you the entire presentation complete with notes

• Or, contact me @ dlouser@pmaconsultants.com

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• What’s New in Client v. 6.0 (Slides 1-20)• Use of Indicators (Slide 21)• Global Changes – De-status the Schedule (Slides 22-26)• Global Changes – Change WBS from Filters (Slide 27)• Export and Importing Projects (Slides 28-39)• Project details that are often forgotten (Slides 40-42)• Renumbering Activities (Slides 43-45)• Building your Schedule – Making a List (Slides 46-47)• Building your Schedule - Linking Shortcuts (Slide 48)• The Schedule Report (Slides 49-52)• Lag Calendars (Slides 53-54)

What we have for you today...

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• Fragnets (Slides 55-58)• Coding and WBS Shortcuts (Slides 59-63)• Finding and Filtering Activities (Slides 64-65)• Roles and Resource Loading (Slides 66)• Schedule Crashing Basics (Slides 67-68)• Advanced Layouts For Communication (Slides 69-71)• Advanced Gantt Chart Formatting (Slides 72-76)• Exporting and Importing Layouts/Reports (Slide 77)• Add Bar-charts & Graphics to Reports (Slides 78-83)• Working with Baselines (Slides 84-91)

What we have for you today (cont.)...

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What’s New – Reflection Projects

• Power with Simplicity !!!

• A Reflection is a Copy of a Project that enhances Your Ability to “What If” or Update Your Project

• Same Name – What If – Internal Link to Source – Baseline –Timesheet Data – Activity Owner

• “Activity Owner” make changes via .xer or Web

• Review & Change or Merge As Is (Check Boxes)

• Merge Will Not remove Activities, Resource Assignments, WBS Elements, Work Products & Docs, Expenses, Issues or Risks if deleted from Reflection

DEMO

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What’s New - Create Reflection Project

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Making Changes to Reflection Projects

• Use to test Scenarios or Update Project

• Send w/Project Specific Layout to Others to Update

• Import/Export just like any other Project file

• Activity Owner – designate Owner w/Required Web License & Privileges to Update/Change

• Admin or Project Superuser gets last shot to Review/Correct before merging back into Source Project

• Merge Will Not remove Activities, Resource Assignments, WBS Elements, Work Products & Docs, Expenses, Issues or Risks if deleted from Reflection

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Merging Reflection into Source Project

• Close all Projects

• Go to Projects Table – Select Reflection Project

• Right Click – Merge Reflection into Source Project

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Merging Reflection into Source Project

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Merging Reflection into Source Project

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Merging Reflection into Source Project

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What’s New – Future Bucket Planning

• Redistribute Even Distribution of Budgeted Units

• Editable Security Privilege

• Duration Type Must be Fixed Duration & Units, or Fixed Duration & Units/Time

• Use Resource Spreadsheet or Resource Assignment

• In Future Bucket Period type or change Values as Needed

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What’s New – Future Bucket Planning

4010R10R4A8A8AFuture Bucket

4088888Even Spread

TOTALDay 5Day 4Day 3Day 2Day 1

•Assuming Daily TS – P5 spread evenly

•Actual levels of work may vary

•Example shows 20 A units in 3 days

•Remaining needs to be adjusted

•Two remaining buckets reflect adjustment

•Activity Adjusted must have Fixed Duration & Units, orFixedDuration & Units/Time

•Use Resource Spreadsheet to adjust future bucket period

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Edit Future Bucket Security

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What’s New – Group & Sort Dialog

• New Checkbox for Show Group Totals, Shrink Vertical Bands

SHOW PIX & EXPLAIN

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What’s New - Search in Pop-Up Dialog and Type Ahead in Drop Down

SHOW PIX & EXPLAIN

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What’s New - Copy Baselines• Checkbox in Copy Project Options

• Copy Baselines Dialog

# Copies Controlled by New Setting in Admin Preferences

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Admin preferences Setting for Copying Baselines

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What’s New - Role Limits

• Similar to Limits for Resources

• Effective Date and Max Units/Time

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What’s new – Project Specific Layouts (Yeah!)

• Layout with Filter when Project Exported

• Reduces Need for Global Layouts

• Only Global and Layout Filters will Restrict Use

• Expanded & Collapsed Bars & Row Height Setting when switching between layouts and Windows (Yeah!)

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Use of Indicators

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Re-create a Baseline, Copy an Existing Schedule that has Been Progressed

Project Detail Calculations Tab =

Any Actual Units that Exist Must be set to 0• See Actual Units Slide

Run 2 Global Changes to Reset Activities to Not Started

• See De-Progress GCs

Make any Needed Changes and Reschedule

Useful Global Changes –De-Status the Schedule

Skip

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Actual Work Units

Useful Global Changes –De-Status the Schedule (cont.)

Go Back

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De-Statusthe GC’s

Useful Global Changes –De-Status the Schedule (cont.)

Go Back

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Sometimes...

An Activity may have a Unit without a Resource Assigned...

Errors?

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Useful Global Changes –De-Status the Schedule (cont.)

Delete Manually, or Use the Fill-Down Feature

Set Cols for All Units

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Useful Global Changes –Change WBS Based on Filters

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Primavera PM/MM (.xer)

MS Project

Project Planner (P3)

Spreadsheet (.xls)

Primavera Contractor 4.1 (.xer)

Exporting and Importing Projects

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1. Select Items for Export

2. Separate Sheet for Each Item

Exporting and Importing Projects – Spreadsheet (.XLS)

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3. Select a Project (it must be open)

Exporting and Importing Projects – Spreadsheet (.XLS) (cont.)