7/28/2019 53150261 Primavera 6 0 Course
1/382
Primavera Version 6.0Course 102
Dubai Industrial City
Ali Ammar, CAPM
7/28/2019 53150261 Primavera 6 0 Course
2/382
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 Activitiescontinued...
7/28/2019 53150261 Primavera 6 0 Course
3/382
Topics (cont.)
Creating Relationships
Scheduling
Assigning Constraints
Maintaining the Project Documents Library
Formatting Schedule Data
Roles and Resources
Assigning Rolescontinued...
7/28/2019 53150261 Primavera 6 0 Course
4/382
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
7/28/2019 53150261 Primavera 6 0 Course
5/382
Introduction to Primavera
Lesson 1
1
7/28/2019 53150261 Primavera 6 0 Course
6/382
Describe Primavera tools
Explain the difference between enterprise and project-specific data
1
Lesson Objectives
Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
7/382
Primavera provides multi-project, multi-user tools forenterprise-wide project management, providingcomprehensive information on all projects in theenterprise, from executive-level summaries to detailedwork 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).
2
Introduction to Primavera
Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
8/382
3
Primavera Modules
Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
9/382
Project Management
Use for planning, monitoring, and controlling projects.
Store and manage projects in a central location.
3
Primavera Tools (cont.)
Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
10/382
Methodology Management
An integrated process improvement platform for deliveringbest practices, lessons learned, and organizationalstandards in the form of project templates, work producttemplates, and estimation metrics.
Create, capture, organize, and improve reusablecomponents for building future project plans.
3
Primavera Tools (cont.)
Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
11/382
Timesheets
Enables Web-based timekeeping and communication.
Team members see all supporting information they need tocoordinate and perform their work while communicatingdirectly with the central database.
4
Primavera Tools (cont.)
Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
12/382
P6 Web / MyPrimavera
(Portfolio, Project, Resource Management and Collaboration)
Interface for project managers who require Web-enabledproject 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 functionalityand data access for the different roles that exist on a
project team: project manager, resource manager, andportfolio manager.
4
Primavera Tools (cont.)
Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
13/382
A project consists of a combination of enterprise andproject-specific data.
5
Enterprise and Project-Specific Data
Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
14/382
Enterprise Data Enterprise data provides the global structure needed tomanage multiple projects. It is available to all projectsacross the organization and provides the structurenecessary 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
5
Enterprise and Project-Specific Data(cont.)
Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
15/382
ResourcesCost
accounts
Admin
categories &
preferences
Resource
codes
Roles
OBS
Project
codes
Project
Structure
Enterprise Data
5Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
16/382
Project-Specific Data
Project-specific data is only available to the project inwhich it is defined.
Dates
Work Breakdown Structure (WBS)
Activities
Activity relationships
Baselines
Expenses
Risks Thresholds and Issues
Work Products & Documents
Project Web Site
6
Enterprise and Project-Specific Data(cont.)
Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
17/382
AS
ASES
EF
EF
EF
Dates
Activities
WBS
Project Web Site
$
Expenses
Risks
Thresholds&Issues
Work Products &
Documents
Baseline/Target
Project-SpecificData
6Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
18/382
Enterprise/Project-Specific Data
The following types of data are enterprise, as well asproject-specific:
Calendars
Reports
Activity codes
System administrators define enterprise data. Projectmanagers define project-specific data to further controltheir projects.
7
Enterprise and Project-Specific Data(cont.)
Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
19/382
2000
Calendars
Reports
Activity
Codes
Enterprise/Project-Specific Data
7Le
sson
1
7/28/2019 53150261 Primavera 6 0 Course
20/382
The Project Management Life
Cycle
Lesson 2
9
7/28/2019 53150261 Primavera 6 0 Course
21/382
Review the relationship between Primavera and theproject management life cycle
Identify the five process groups in the ProjectManagement life cycle
9
Lesson Objectives
Le
sson
2
7/28/2019 53150261 Primavera 6 0 Course
22/382
Project Management Life CycleInitiating
process
group
Planningprocess
group
Executingprocess
group
Controllingprocess
group
Closing
process
group
10
Project Management is theprocess of achieving set goalswithin the constraints of time,budget, and staffing restrictions.
Le
sson
2
7/28/2019 53150261 Primavera 6 0 Course
23/382
Team
development
Scope definition
Activity
definition
Schedule
development
Resource and
cost planning
Project plan
development
Organization
commitment
Project
information
Information
distribution
Project plan
execution
Are there
changes?
Project
complete?
Projectcloseout
Yes
Admini strative
closeout
Projectcompletion
No
Yes
No
Performancereporting
Initiatingprocess
Planning
process
Executingprocess
Controlling
process
Closing
process
Project ManagementLife Cycle (continued)
11Le
sson
2
7/28/2019 53150261 Primavera 6 0 Course
24/382
Steps in the Initiating process group include:
Define templates and workflow for initiation request.
Initiate request.
Obtain organizational commitment.
12
Initiating Process Group
Le
sson
2
7/28/2019 53150261 Primavera 6 0 Course
25/382
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.
13
Planning Process Group
Le
sson
2
7/28/2019 53150261 Primavera 6 0 Course
26/382
Steps in the Executing process group include: Distribute information.
Track work in progress and actual costs.
14
Executing Process Group
Le
sson
2
7/28/2019 53150261 Primavera 6 0 Course
27/382
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.
15
Controlling Process Group
Le
sson
2
7/28/2019 53150261 Primavera 6 0 Course
28/382
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.
16
Closing Process Group
Le
sson
2
7/28/2019 53150261 Primavera 6 0 Course
29/382
Data, Navigating, and Layouts
Lesson 3
17
7/28/2019 53150261 Primavera 6 0 Course
30/382
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
17
Lesson Objectives
Le
sson
3
7/28/2019 53150261 Primavera 6 0 Course
31/382
Before logging in to Primavera, it is important tounderstand that a project consists of a combination ofenterprise data and project-specific data.
18
Enterprise and Project-Specific Data
Le
sson
3
E t i d P j t S ifi D t
7/28/2019 53150261 Primavera 6 0 Course
32/382
Enterprise Data
Enterprise data provides the global structure needed tomanage multiple projects. It is available to all projectsacross the organization and provides the structurenecessary for centralized project and resourcemanagement. Enterprise data is usually defined andmaintained by a system administrator.
18
Enterprise and Project-Specific Data(cont.)
Le
sson
3
E t i d P j t S ifi D t
7/28/2019 53150261 Primavera 6 0 Course
33/382
Enterprise Data Examples of enterprise data:
Enterprise Project Structure (EPS)
Project codes
Resource codes
Admin categories and preferences
Resources
Cost accounts
18
Enterprise and Project-Specific Data(cont.)
Le
sson
3
E t i d P j t S ifi D t
7/28/2019 53150261 Primavera 6 0 Course
34/382
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 19
Enterprise and Project-Specific Data(cont.)
Le
sson
3
E t i d P j t S ifi D t
7/28/2019 53150261 Primavera 6 0 Course
35/382
Enterprise/Project-Specific Data The following types of data are enterprise as well as
project-specific:
Calendars
Reports
Activity codes
20
Enterprise and Project-Specific Data(cont.)
Le
sson
3
7/28/2019 53150261 Primavera 6 0 Course
36/382
Type a valid Login Name and Password to log in toPrimavera. If you do not know your LoginName/Password, contact your system administrator.
21
Logging In
Le
sson
3
7/28/2019 53150261 Primavera 6 0 Course
37/382
The Home window is the starting point for navigation. Itprovides quick access to enterprise data and projectdata.
To the left of the Home window is the Directory bar,which lists the 12 windows within Primavera. Eachwindow provides specific functionality to help youmanage projects. Click an item in the Directory bar toaccess it.
The table below lists key navigation items in the Home
window. Numbers in the table correspond to those inthe screenshot.
22
Home Window
Le
sson
3
7/28/2019 53150261 Primavera 6 0 Course
38/382
22
Home Window
Le
sson
3
Item Functionality
1. Title bar Displays current application and name of openprojects.
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 theDirectory bar, and open Help.
5. Status bar Displays user's Login Name, data date of open
projects, access mode, and current baseline.
7/28/2019 53150261 Primavera 6 0 Course
39/382
Use the Navigation bar to move back and forward topreviously accessed windows; return to the Homewindow; display and hide the Directory bar; and toaccess Help for the current window.
The Navigation bar, which is turned on by default, can
be toggled on/off in the View menu by clickingToolbars, Navigation Bar.
23
Navigation Bar
Le
sson
3
7/28/2019 53150261 Primavera 6 0 Course
40/382
The Open Project dialog box lists all the projects youhave 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.
24
Opening an Existing Project
Le
sson
3
O
7/28/2019 53150261 Primavera 6 0 Course
41/382
Access Modes
You have the option to select an access mode prior toopening 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 changedata.
Exclusive - The current user is the only user who can editdata on these projects. Other users can access theseprojects in Read Only mode.
25
Opening an Existing Project (cont.)
Le
sson
3
O i E i i P j
7/28/2019 53150261 Primavera 6 0 Course
42/382
Activities Window
The Activities window is used to create, view, and editactivities for open projects. The table below lists keynavigation items in the Activities window. Numbers inthe table correspond to those in the screenshot.
26
Opening an Existing Project (cont.)
Le
sson
3
A ti iti Wi d
7/28/2019 53150261 Primavera 6 0 Course
43/382
26
Activities Window
Le
sson
3
Item Functionality
1. Toolbar Displays icons that allow you to change look oflayout.
2. Activity Table Displays activity information in spreadsheetformat.
3. Gantt Chart Provides graphical display of activity progressover time.
4. Command bar Displays options for adding or removing activitydata.
5. Layout Options bar Displays menu of available options for Activities
window.
6. Vertical Split bar Drag bar to hide/show more information in eachpane.
A ti iti Wi d
7/28/2019 53150261 Primavera 6 0 Course
44/382
26
Activities Window (cont.)
Le
sson
3
Item Functionality
7. Horizontal Split bar Hide or show more information in top/bottomlayouts.
8. Activity Details View/edit detailed information for selectedactivity.
L t
7/28/2019 53150261 Primavera 6 0 Course
45/382
A layout is a customizable view of information,combining all the visual elements that appear on thescreen. Layouts are available in the Projects, WBS,
Activities, Resource Assignments, and Trackingwindows.
27
Layouts
Le
sson
3
L t
7/28/2019 53150261 Primavera 6 0 Course
46/382
Activity Layouts
The Activities window provides the option of viewingdata in top/bottom layouts.
Choose one of the following to show on top:
Activity Table
Gantt Chart
Activity Usage Spreadsheet
Activity Network
27
Layouts (cont.)
Le
sson
3
L t
7/28/2019 53150261 Primavera 6 0 Course
47/382
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
27
Layouts (cont.)
Le
sson
3
L t
7/28/2019 53150261 Primavera 6 0 Course
48/382
Opening an Existing Activity Layout
A variety of layouts are available to present activity datafrom different perspectives. You can create user-specificlayouts and project-specific layouts, or use globallayouts provided by your company.
After selecting a layout, you can click either Apply orOpen.
Apply - Displays layout but keeps Open Layout dialog boxopen.
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 Layoutdialog box.
28
Layouts (cont.)
Le
sson
3
L t
7/28/2019 53150261 Primavera 6 0 Course
49/382
Gantt Chart
The Classic WBS Layout displays a Gantt Chart in thetop layout and Activity Details in the bottom layout.
The Gantt Chart is divided into two sections: ActivityTable and Bar Area:
Activity Table - Displays activity data in columns.
Bar Area - Provides a graphical display of activity progressover the duration of the project.
30
Layouts (cont.)
Le
sson
3
L t
7/28/2019 53150261 Primavera 6 0 Course
50/382
Activity Usage Spreadsheet
The Activity Usage Spreadsheet displays unit, cost, orearned value data by activity over time. Use this type oflayout to review per period and rolled up activityresource/cost data.
You can customize the timescale of the Activity UsageSpreadsheet:
31
Layouts (cont.)
Le
sson
3
Layouts
7/28/2019 53150261 Primavera 6 0 Course
51/382
Activity Network
Use the Activity Network to view the relationshipsbetween activities and the logical flow of the activitiesin the project:
Left pane - Displays the WBS hierarchy.
Right pane - Shows a graphical display of activities and theirrelationships.
32
Layouts (cont.)
Le
sson
3
Layouts
7/28/2019 53150261 Primavera 6 0 Course
52/382
Activity Table
The Activity Table enables you to see project data inspreadsheet format. You also can modify the columnsdisplayed in the Activity Table to meet your needs.
You can display the Activity Table on the entire screen ifyou want to analyze data solely in a tabular format.
33
Layouts (cont.)
Le
sson
3
Customizing a Layout
7/28/2019 53150261 Primavera 6 0 Course
53/382
The Activities window can be customized and saved asa layout. Saving layouts for future use allows you toquickly retrieve information.
The Layout Options bar is the centralized menu for layoutcustomization.
The following is a list of layout elements that arecustomizable:
Bars
Columns
Timescale
Table font and colors Row height
Filters
Activity grouping and sorting
Top/bottom layouts
34
Customizing a Layout
Le
sson
3
Customizing a Layout
7/28/2019 53150261 Primavera 6 0 Course
54/382
Selecting Columns
The Columns dialog box enables you to select columnsto display in the Activity Table and specify the order inwhich they appear:
Available Options section - Lists data items in groups or in
list.
Selected Options section - Lists items you have chosen todisplay.
Single arrows - Move highlighted data items to the othersection.
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 andchoose its alignment in the display.
35
Customizing a Layout (cont.)
Le
sson
3
Customizing a Layout
7/28/2019 53150261 Primavera 6 0 Course
55/382
Using Hint Help in Columns Dialog Box
You can use Hint Help to view a definition for any dataitem in the column list.
36
Customizing a Layout (cont.)
Le
sson
3
Displaying Activity Details
7/28/2019 53150261 Primavera 6 0 Course
56/382
Activity Details displays detailed information for theactivity highlighted in the Activity Table or ActivityNetwork.
37
Displaying Activity Details
Le
sson
3
Displaying Activity Details
7/28/2019 53150261 Primavera 6 0 Course
57/382
Selecting Details Tabs
The tabs displayed in Activity Details can becustomized.
38
Displaying Activity Details (cont.)
Le
sson
3
Saving Layouts
7/28/2019 53150261 Primavera 6 0 Course
58/382
Layouts can be saved and shared with other users tofacilitate project communication. Use the Save Layoutdialog 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 anew name.
Current User - Only the user creating the layout will haveaccess 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 tothe layout.
39
Saving Layouts
Le
sson
3
Saving Layouts
7/28/2019 53150261 Primavera 6 0 Course
59/382
Project - Apply the layout to any project that iscurrently open in Primavera. Though project-specificlayouts can be applied to multiple projects, you can onlyselect one project at a time in the Layout Save As dialogbox. After a project-specific layout is saved, it can be
viewed in the Project band in the Open Layout dialogbox. Project-specific layout offers two advantages:
39
Saving Layouts (cont.)
Le
sson
3
Closing a Project
7/28/2019 53150261 Primavera 6 0 Course
60/382
Close the project when you are finished working with it.You are prompted to verify that you want to close theproject.
Closing the project takes you back to the Homewindow.
41
Closing a Project
Le
sson
3
Closing a Project
7/28/2019 53150261 Primavera 6 0 Course
61/382
Key Concepts
The Home window is a starting point for navigating inPrimavera.
Use the Navigation bar for quick access to Help, to displaythe Directory bar, and to move forward and backward topreviously accessed windows.
Choose to open a project in Read Only, Shared, or Exclusivemode.
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 byspecifying top/bottom layouts.
42
Closing a Project (cont.)
Le
sson
3
Closing a Project ( )
7/28/2019 53150261 Primavera 6 0 Course
62/382
Key Concepts
Activity Details, arranged in tabs, displays detailedinformation for the activity highlighted in the Activity Tableor Activity Network.
42
Closing a Project (cont.)
Le
sson
3
7/28/2019 53150261 Primavera 6 0 Course
63/382
Enterprise Project Structure
Lesson 4
43
Lesson Objectives
7/28/2019 53150261 Primavera 6 0 Course
64/382
Describe the components that comprise the EnterpriseProject Structure
View the EPS
43
Lesson Objectives
Le
sson
4
Enterprise Project Structure
7/28/2019 53150261 Primavera 6 0 Course
65/382
The Enterprise Project Structure (EPS) is a hierarchyused 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 thesummary level in which it is included.
44
Enterprise Project Structure
Le
sson
4
7/28/2019 53150261 Primavera 6 0 Course
66/382
Enterprise Project Structure
Project
D
Project
F
Project
E
EPS
Root
EPS
Node
Project
B
Project
C
EPS
Node
EPSNode
EPSNode
Project
A
EPS
Node
Level 1
Level 2
Level 3
42Le
sson
4
Opening the EPS
7/28/2019 53150261 Primavera 6 0 Course
67/382
You can use the Enterprise Project Structure dialog boxto 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 associatewith the selected level of the EPS.
45
Opening the EPS
Le
sson
4
Benefits of the EPS
7/28/2019 53150261 Primavera 6 0 Course
68/382
The EPS offers many benefits, including the ability to:
View project priorities, scope, budgets, and resources acrossthe entire project structure or within a specific node.
Manage projects separately while retaining the ability to rollup and summarize data across multiple projects.
Each node acts as a master project, rolling up all "child" nodesand projects.
A node can be opened to view all detailed activity informationfrom the "member" projects.
View resource allocation across projects.
Assign security at any level of the project structure toprovide users with appropriate access to projectinformation. For example, Tim Harris can view only theConstruction node and its children.
46
Benefits of the EPS
Le
sson
4
Key Concepts
7/28/2019 53150261 Primavera 6 0 Course
69/382
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 projectstructure that can hold another node or a project. Projectsrepresent the lowest level of the hierarchy.
The EPS enables you to view project data across the entireproject structure or within a specific node.
47
Key Concepts
Le
sson
4
7/28/2019 53150261 Primavera 6 0 Course
70/382
Creating a Project
Lesson 5
49
Lesson Objectives
7/28/2019 53150261 Primavera 6 0 Course
71/382
Create a project
Navigate in the Projects window
View and modify information in Project Details
49
Lesson Objectives
Lesson
5
Creating a Project
7/28/2019 53150261 Primavera 6 0 Course
72/382
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.
50
Creating a Project
Lesson
5
Creating a Project (cont )
7/28/2019 53150261 Primavera 6 0 Course
73/382
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 anew project.
50
Creating a Project (cont.)
Lesson
5
Create a New Project Wizard
7/28/2019 53150261 Primavera 6 0 Course
74/382
The Create a New Project wizard can assist you in
creating a project.
51
Create a New Project Wizard
Lesson
5
Create a New Project Wizard (cont )
7/28/2019 53150261 Primavera 6 0 Course
75/382
Entering Project Name
The name of the project is Office Building Addition. Youcan 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.)
52
Create a New Project Wizard (cont.)
Lesson
5
Create a New Project Wizard (cont.)
7/28/2019 53150261 Primavera 6 0 Course
76/382
Entering Project Start and End Dates
Use the calendar to select Planned Start and Must FinishBy dates for the project.
The Must Finish By field is not mandatory. You canassign 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 isdisplayed. To navigate to a different year, click the
Month/Year section in the calendar, and then use arrows toscroll to the desired year.
Click the desired month and date, and then click Select.
53
Create a New Project Wizard (cont.)
Lesson
5
Create a New Project Wizard (cont.)
7/28/2019 53150261 Primavera 6 0 Course
77/382
Entering Responsible Manager
The Responsible Manager, selected from theOrganization Breakdown Structure (OBS), is theindividual responsible for the work.
The OBS is a hierarchical arrangement of an
organization's project management structure, either asroles or individuals. The OBS can be configured torepresent a detailed organizational breakdown (withemployee names) or a more general framework where
departments, teams, or types of responsibility aremodeled in the structure.
54
Create a New Project Wizard (cont.)
Lesson
5
Create a New Project Wizard (cont.)
7/28/2019 53150261 Primavera 6 0 Course
78/382
Selecting Assignment Rate Type
Specify the Assignment Rate Type for new resourceassignments. The default rate type determines whichprice/unit is set on a resource assignment. Values in theRate Type drop-down list reflect rate types defined in
the Rate Types tab in Admin Preferences.
55
Create a New Project Wizard (cont.)
Lesson
5
Create a New Project Wizard (cont.)
7/28/2019 53150261 Primavera 6 0 Course
79/382
Running Project Architect
Project Architect helps you to create a project from anexisting methodology or project template. You willcreate the Office Building Addition project anew,without the use of a methodology.
56
Create a New Project Wizard (cont.)
Lesson
5
Projects Window
7/28/2019 53150261 Primavera 6 0 Course
80/382
The project has been created and opened.
To view high-level information about the project,navigate to the Projects window, which displays theprojects within the EPS that you can access. You canalso:
Open, create, and save project layouts.
Group projects by the Enterprise Project Structure, projectcodes, 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 tothose in the screenshot.
57
ojects do
Lesson
5
Project Details
7/28/2019 53150261 Primavera 6 0 Course
81/382
Project Details is located in the bottom layout of the
Projects window. It can be used to define the projectproperties and defaults that are applied to the selectedproject.
59
j
Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
82/382
General Tab
The General tab enables you to view or modify generalinformation about the selected project. Project ID,Project Name, and Responsible Manager can be setwhen 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.
60
j ( )
Lesson
5
7/28/2019 53150261 Primavera 6 0 Course
83/382
Project Details (cont.)
General Tab
Status - Indicates project status based on the table below:
60Lesson
5
Status Indicates project is ...
Planned Being analyzed before establishing permanentplan.
Active Currently being worked on.
Inactive Completed or on hold.
What-if Used as test scenario.
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
84/382
General Tab
Responsible Manager - Individual, selected from the OBS,who is responsible for the project.
Risk Level - Indicates the overall risk in performing theproject. You can use the risk level to organize, filter, andreport on projects within the project structure. You canenter a value between Very High and Very Low; the defaultis Medium.
Leveling Priority - User-defined rank of the project againstall other projects, based on its importance to theorganization. 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 checkedin or checked out.
60
j ( )
Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
85/382
General Tab
Checked Out By - Displays the user that checked out theproject.
Date Checked Out - Indicates the date and time the userchecked out the project.
Project Web Site URL - Displays the project's Web siteaddress.
60
j
Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
86/382
Dates Tab
The Dates tab enables you to edit date information forthe selected project. The Planned Start and Must FinishBy dates can be set when you create the project, or youcan 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 schedulecalculations.
Must Finish By - Date indicating the desired project enddate.
Finish - Non-editable field indicating the latest early finishdate 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. 61
j
Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
87/382
Dates Tab
Anticipated Start and Anticipated Finish - Expected datesthat can be entered while planning the project at a highlevel.
61
j
Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
88/382
Notebook Tab
The Notebook tab enables you to write, view, or editproject notes such as the project's purpose, corerequirements, or other project-specific details.
Fields in the Notebook tab:
Notebook Topic - List of topics assigned to the selectednode/project.
Detail - User-defined description of the selected topic. Youcan use HTML editing features, including formatting text,inserting pictures, copying, pasting, and adding hyperlinks.
62
j
Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
89/382
Codes Tab
The Codes tab enables you to assign project codevalues to the selected project.
Project codes allow you to group the projects in the EPSto specific categories, such as location or division.
Unlimited hierarchical project codes are supported.
Allows for summarization of large amounts of informationacross projects.
64
j
Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
90/382
Type Ahead and Search in Dialog Boxes
The Search field in dialog boxes throughout Primaveraoffers a faster alternative to scrolling through a long listof 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 aredisplayed in the dialog box.
Below, you will type ahead to find the project codevalue Comm-Commercial.
65
j
Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
91/382
Defaults Tab
The Defaults tab is divided into two sections:
Defaults for New Activities - Indicates the settings that willbe used when new activities are added to the project. Notethat 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 activityfield is marked, the prefix or suffix of the selected activity isapplied to the activity that is being added.
66Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
92/382
Defaults Tab
For the activities in the Office Building Addition project,you will set the prefix to BA, and verify the suffix as1000 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 numberingstructure relates activities to the project, which isespecially helpful when viewing activities from differentprojects.
66Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
93/382
Settings Tab
The Settings tab consists of three sections:
Summarized Data - Identifies the date and the level towhich 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 aredisplayed as critical, either longest path or a value of TotalFloat.
67Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
94/382
Calculations Tab
Use this tab to specify how to calculate cost andresource use when you update activities. Two fields ofnote:
Recalculate Actual Units and Cost when Duration %
Complete Changes - Mark to calculate actual units and costsas Actual (units or costs) = Budgeted (units or costs) *Duration % Complete
Primavera performs these calculations whenever you updatethe Duration % complete.
Values you specify override the application's calculated values.If you clear the checkbox, the application does not estimateactuals and the actual fields remain blank unless you specifyvalues.
68Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
95/382
Calculations Tab
Link Actual and Actual This Period Units and Cost - Mark thischeckbox to recalculate actual or actual this period unitsand costs when one of these values is updated. This optionis selected by default.
68Lesson
5
Project Details (cont.)
7/28/2019 53150261 Primavera 6 0 Course
96/382
Key Concepts
You can create a project with the New Project wizard,import a file, copy an existing file, or use Project Architectto create a project from an existing template.
Once the project is created, use the Projects window toview high-level information for projects you can access.
Use Project Details tabs in the Projects window to definedefault settings and properties for the selected project, suchas the anticipated start and finish dates.
69Lesson
5
7/28/2019 53150261 Primavera 6 0 Course
97/382
Creating a Work Breakdown
StructureLesson 6
71
Lesson Objectives
7/28/2019 53150261 Primavera 6 0 Course
98/382
Define a Work Breakdown Structure
Create multiple levels of a WBS hierarchy
71Lesson
6
Work Breakdown Structure
7/28/2019 53150261 Primavera 6 0 Course
99/382
The Work Breakdown Structure (WBS) is a hierarchical
arrangement of the products and services producedduring, and by, a project. It enables you to divide aproject into meaningful and logical pieces for thepurpose 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.
72Lesson
6
W k B kd St t
7/28/2019 53150261 Primavera 6 0 Course
100/382
71
Work Breakdown Structure
Lesson
6
Project A/
WBS
WBS.3WBS.2WBS.1
WBS.1.2WBS.1.1 WBS.1.3
Root / Level 1
Level 3
Level 2
Course Scenario
7/28/2019 53150261 Primavera 6 0 Course
101/382
68C
ourse
Scenario
Office
Building
Addition
HVACElevatorPlumbing and
Electrical
Design and
EngineeringMechanicalsFoundation Structure
RoofBrickDoors and
Windows
Exterior
Finishes
Floor and
Carpet
Plumbing and
Lighting
Fixtures
Carpentry
Interior
Finishes
Paint
Viewing WBS Elements
7/28/2019 53150261 Primavera 6 0 Course
102/382
When a project is created, a root level WBS element is
added with the same ID and name as the project.
73Lesson
6
Creating the WBS Hierarchy
7/28/2019 53150261 Primavera 6 0 Course
103/382
WBS elements added to the root level element are
automatically indented to form the second level of thehierarchy.
When you create a new WBS element, it is indented asa "child" of the WBS element that is currently selected.
If you add a WBS element to the wrong level or in thewrong order, you can use the indentation keys locatedon the Command bar to adjust the structure of the WBShierarchy.
The "child" WBS inherits attributes from the "parent"WBS. This is illustrated below, when the WBS elementyou create, Elevator, inherits the responsible managerof its parent, Mechanicals.
74Lesson
6
Creating the WBS Hierarchy (cont.)
7/28/2019 53150261 Primavera 6 0 Course
104/382
You can determine the level that WBS elements group
to by right-clicking in the WBS window and choosingCollapse To.
Right-click in the WBS window and click Expand All orCollapse All to expand or collapse elements of the WBS.
77L
esson
6
Key Concepts
7/28/2019 53150261 Primavera 6 0 Course
105/382
The Work Breakdown Structure is a hierarchical
arrangement of the products and services produced duringand by a project.
The highest level of the WBS is the project, and the lowestlevel consists of the individual activities required for thedeliverables.
Create the WBS in the Work Breakdown Structure window.Use the indentation keys to form various levels in the WBS.
80L
esson
6
7/28/2019 53150261 Primavera 6 0 Course
106/382
Adding Activities
Lesson 7
81
Lesson Objectives
7/28/2019 53150261 Primavera 6 0 Course
107/382
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
81L
esson
7
Activities
7/28/2019 53150261 Primavera 6 0 Course
108/382
Activities are the fundamental work elements of a
project. They are the lowest level of a WBS and thesmallest subdivision of work that directly concerns theproject 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.
82L
esson
7
Activity Components
7/28/2019 53150261 Primavera 6 0 Course
109/382
Activity Components
82L
esson
7
Adding Activities
7/28/2019 53150261 Primavera 6 0 Course
110/382
Use the Activities window to create, view, and modify
activities for the selected project. To add an activity to aproject, 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.
83L
esson
7
The New Activity Wizard
7/28/2019 53150261 Primavera 6 0 Course
111/382
The New Activity wizard walks you through the process
of adding an activity. Once you become familiar withthe process, you can disable the wizard in UserPreferences and manually add activities to the project.
84L
esson
7
Adding Activities via Activity Wizard
7/28/2019 53150261 Primavera 6 0 Course
112/382
While in the Activities window, you can click Add in the
Command bar to add new activities. The New Activitywizard appears only when you click Add in theCommand bar.
Type a unique Activity ID and Activity Name, for each
activity that you add. You will assign the activity to theDesign and Engineering WBS element.
85L
esson
7
Adding Activities via Activity Wizard(cont.)
7/28/2019 53150261 Primavera 6 0 Course
113/382
Assigning Activity Type
Activity Type controls how an activity's duration datesare calculated.
Select the Activity Type according to the activity'sfunction 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
87L
esson
7
Adding Activities via Activity Wizard(cont.)
7/28/2019 53150261 Primavera 6 0 Course
114/382
Activity Type:
Start Milestone - This type is typically used to markthe beginning of a phase or to communicate projectdeliverables.
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.
87L
esson
7
Adding Activities via Activity Wizard(cont.)
7/28/2019 53150261 Primavera 6 0 Course
115/382
Activity Type:
Finish Milestone - This type is typically used to markthe end of a phase or to communicate projectdeliverables.
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.
87L
esson
7
Adding Activities via Activity Wizard(cont.)
7/28/2019 53150261 Primavera 6 0 Course
116/382
Activity Type:
Task Dependent - This type is typically used when thework 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.
87L
esson
7
Example of how Primavera calculates the duration wheni i i k d d
7/28/2019 53150261 Primavera 6 0 Course
117/382
activity type is task dependent.
Monday Tuesday Wednesday Thursday Friday
Resource Calendar 1
Resource Calendar 2
Resource Calendar 3
Activity Calendar
Task Dependent XX
2 Day (X) Activity
L
esson
7
Adding Activities via Activity Wizard(cont.)
7/28/2019 53150261 Primavera 6 0 Course
118/382
Activity Type:
Resource Dependent - This type is typically usedwhen multiple resources assigned to the same activitycan 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.
87L
esson
7
Example of how Primavera calculates the duration wheni i i d d
7/28/2019 53150261 Primavera 6 0 Course
119/382
2 Day (X) Activity
activity type is resource dependent.
Monday Tuesday Wednesday Thursday Friday
Resource Calendar 1
Resource Calendar 2
Resource Calendar 3
Activity Calendar
Task Dependent XX
Resource Dependent X XX
L
esson
7
Adding Activities via Activity Wizard(cont.)
7/28/2019 53150261 Primavera 6 0 Course
120/382
Assigning Activity Type
Level of Effort - This type is typically used for ongoingtasks dependent on other activities.
Duration is determined by its predecessor and successoractivities, and its assigned calendar.
Examples include clerical work, a security guard andmeetings.
You cannot assign constraints. (Constraints are discussed ina future lesson).
88L
esson
7
Adding Activities via Activity Wizard(cont.)
7/28/2019 53150261 Primavera 6 0 Course
121/382
Assigning Activity Type
WBS Summary - This type is used to summarize aWBS level.
The WBS summary activity comprises a group of activitiesthat share a common WBS level.
The dates calculated on a WBS summary activity are basedon the earliest start date of the activities in the group andthe latest finish date of these activities.
The WBS summary activity duration is calculated based onits assigned calendar.
You cannot assign constraints to WBS summary activities.
88L
esson
7
Adding Activities via Activity Wizard(cont.)
7/28/2019 53150261 Primavera 6 0 Course
122/382
Completing the New Activity Wizard
You have just added your first activity. You will not usethe wizard to help you create additional activities.
89L
esson
7
Adding an Activity via Activity Details
7/28/2019 53150261 Primavera 6 0 Course
123/382
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 WBSband in which the activity will reside, or select anexisting activity in the WBS band.
90L
esson
7
Adding an Activity via Activity Details(cont.)
7/28/2019 53150261 Primavera 6 0 Course
124/382
General Tab
Use the General tab to assign basic information aboutthe activity, including Activity Type, discussed earlier inthis lesson.
91L
esson
7
Adding an Activity via Activity Details(cont.)
7/28/2019 53150261 Primavera 6 0 Course
125/382
Status Tab
Use the Status tab to define the selected activity'sduration, constraint, Start and Finish dates, labor andnonlabor units and costs, and material costs. You canalso use the Status tab to view the selected activity's
float, actuals, and completion percentages.
92L
esson
7
Adding an Activity via Activity Details(cont.)
7/28/2019 53150261 Primavera 6 0 Course
126/382
Notebook Tab
The Notebook tab enables you to assign notes to anactivity. Notebook topics are typically instructions ordescriptions that further describe the activity accordingto specific categories of information.
93L
esson
7
Adding an Activity via Columns
7/28/2019 53150261 Primavera 6 0 Course
127/382
You can use the columns in the Activity Table to add an
activity and then enter additional information about it.
94L
esson
7
Adding Steps to an Activity
7/28/2019 53150261 Primavera 6 0 Course
128/382
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 tocomplete the activity and provide extra guidance toresources 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 brokendown into two steps.
97L
esson
7
Step Templates
7/28/2019 53150261 Primavera 6 0 Course
129/382
Activity step templates enable you to define a group of
steps common to multiple activities and then assign thestep template to activities.
If a commonly used step or set of steps have alreadybeen defined for an activity, you can convert the steps
to a template.
99L
esson
7
Activity Codes
7/28/2019 53150261 Primavera 6 0 Course
130/382
Activity codes enable you to classify and categorize
activities according to your organizational and projectneeds.
You can use activity codes to view and roll up activitiesin the Activity Table; build reports in the Report wizard
or Report Editor; organize a layout by groupingactivities into specific categories; and select andsummarize activities. Examples of activity codes includePhase, Area, Site, and Division.
100L
esson
7
Activity Codes (cont.)
7/28/2019 53150261 Primavera 6 0 Course
131/382
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 projectstructure.
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 theEPS.
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-specificrequirements.
100L
esson
7
Activity Codes (cont.)
7/28/2019 53150261 Primavera 6 0 Course
132/382
Activity Codes (cont.)
Each activity code (global, EPS, and project) may contain anunlimited number of activity code values, which can be organized ina hierarchy.
100L
esson
7
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 wascreated
500
Activity Codes (cont.)
7/28/2019 53150261 Primavera 6 0 Course
133/382
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.
100L
esson
7
Activity Codes (cont.)
7/28/2019 53150261 Primavera 6 0 Course
134/382
Assigning Activity Codes to Multiple Activities
Use the Command bar to assign an activity code tomultiple activities.
102L
esson
7
Calendar Assignments
7/28/2019 53150261 Primavera 6 0 Course
135/382
Calendars can be created and assigned to each activity
and resource. Calendar assignments are used toschedule activities and level resources.
An unlimited number of calendars can be created.
The Activity Type determines whether the activity calendaror resource calendar is used during scheduling.
103L
esson
7
Calendar Assignments (cont.)
7/28/2019 53150261 Primavera 6 0 Course
136/382
Calendar Types
There are three calendar types: Global calendar
Contains calendars that can be used by all projects in thedatabase.
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.
103L
esson
7
Calendar Assignments (cont.)
7/28/2019 53150261 Primavera 6 0 Course
137/382
Calendar Assignments
Use the Select Activity Calendar dialog box to select thecalendar that is used for an activity in the project.
For example, in this project, the default calendarassigned to all activities is theStandard 5 Day
Workweek. You will view the available calendars on theDesign Building Addition activity.
104L
esson
7
7/28/2019 53150261 Primavera 6 0 Course
138/382
Creating Relationships
Lesson 8
109
Lesson Objectives
7/28/2019 53150261 Primavera 6 0 Course
139/382
Create a network logic diagram
Differentiate between the four relationship types Create relationships in the Activity Network
Create relationships in Activity Details
109L
esson
8
Network Logic Diagram
7/28/2019 53150261 Primavera 6 0 Course
140/382
A network logic diagram is a logical representation of all
the activities in a project showing their dependencyrelationships.
110L
esson
8
Network Logic Diagram (cont.)
7/28/2019 53150261 Primavera 6 0 Course
141/382
Precedence Diagramming Method
Precedence Diagramming Method (PDM) is a techniquefor 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 entereach successor, or start with the last activity in the network
and enter each predecessor.
110L
esson
8
Network Logic Diagram (cont.)
7/28/2019 53150261 Primavera 6 0 Course
142/382
g g
Precedence Diagramming Method
110L
esson
8
Relationship Types
7/28/2019 53150261 Primavera 6 0 Course
143/382
There are four relationship types. In the following
diagrams, activity A represents the predecessor andactivity B represents the successor.
Finish-to-Start (FS) - When A finishes, B can start.
Start-to-Start (SS) - When A starts, B can start.
Finish-to-Finish (FF) - When A finishes, B can finish.
Start-to-Finish - When A starts, B can finish.
111L
esson
8
Relationships with Lag
7/28/2019 53150261 Primavera 6 0 Course
144/382
Lag specifies an offset or delay between an activity and
its successor. It can be added to any type ofrelationship and have a positive or a negative value.
Lag is scheduled based on the calendar selected in theGeneral tab in Schedule Options dialog box. (In the
Tools menu, click Schedule, and then click Options toaccess the Schedule Options dialog box.)
There are four calendar options for scheduling lag:
Predecessor activity calendar
Successor activity calendar
24-hour calendar
Project default calendar
112L
esson
8
Relationships with Lag (cont.)
7/28/2019 53150261 Primavera 6 0 Course
145/382
Below are two examples of relationships with lag:
Finish-to-Start with Lag - The following example shows thatthe Construct Building Foundation activity must be finishedfor seven days before the Construct Building Exterior andStructure activity can start. (FS7 indicates there is a finish-to-start relationship with 7 days of lag.)
Start-to-Start with Lag - The following example shows thatthe Install Interior Belt Conveyors activity can start fivedays after the Construct Building Exterior and Structureactivity starts. (SS5 indicates there is a start-to-startrelationship with 5 days of lag.)
112L
esson
8
Creating Relationships in the ActivityNetwork
7/28/2019 53150261 Primavera 6 0 Course
146/382
The Activity Network is useful when sequencing
activities because it displays the activities graphically asyou create relationships.
113L
esson
8
Creating Relationships in the ActivityNetwork (cont.)
7/28/2019 53150261 Primavera 6 0 Course
147/382
Creating a Start-to-Start Relationship
You can create a relationship between activities byclicking and dragging your mouse between the twoactivities.
The left edge of the activity represents the start of the
activity. The right edge of the activity represents the finish of the
activity.
114L
esson
8
Creating Relationships in ActivityDetails
7/28/2019 53150261 Primavera 6 0 Course
148/382
You can also use the Relationships tab to create
relationships. When creating a relationship in ActivityDetails, the default relationship type is Finish-to-Start.
Activities in the Assign Successors dialog box can begrouped and sorted in a variety of ways, including by
EPS and by List. In the Display Options bar, click Groupand Sort By to view options.
115L
esson
8
Creating Relationships in ActivityDetails (cont.)
7/28/2019 53150261 Primavera 6 0 Course
149/382
Assigning Lag
Although the default relationship type is Finish-to-Startwith zero days of lag, you can use the columns on theRelationships tab to make adjustments to therelationship type or to assign lag.
117L
esson
8
Viewing Relationships in Gantt Chart
7/28/2019 53150261 Primavera 6 0 Course
150/382
You can also view/modify relationships in the Activity
Table and Gantt Chart. Activity Table - Displays the Predecessors and Successors
columns.
118L
esson
8
Viewing Relationships in Gantt Chart(cont.)
7/28/2019 53150261 Primavera 6 0 Course
151/382
Key Concepts
Use the Precedence Diagramming Method to create anetwork logic diagram to show the relationships betweenactivities. Build the diagram using boxes or rectangles thatrepresent activities, and create logical relationships betweenthe activities, specifying the predecessor and successor
activity relationships. There are four relationship types: Finish-to-Start, Start-to-
Start, Finish-to-Finish, and Start-to-Finish. The defaultrelationship type is Finish-to-Start.
Use lag to specify a delay between an activity and its
successor. You can create relationships in the Activity Network via a
graphical display, or in the Relationships tab in ActivityDetails.
120L
esson
8
7/28/2019 53150261 Primavera 6 0 Course
152/382
Scheduling
Lesson 9
121
Lesson Objectives
7/28/2019 53150261 Primavera 6 0 Course
153/382
Perform a forward and backward pass
Describe float and its impact on a schedule Identify loops and open ends
Calculate a schedule
Analyze the scheduling log report
121L
esson
9
Critical Path Method Scheduling
7/28/2019 53150261 Primavera 6 0 Course
154/382
The Critical Path Method (CPM) scheduling technique is
utilized to calculate project schedules. CPM uses activitydurations and relationships between activities tocalculate schedule dates. This calculation is done in twopasses through the activities in a project.
122L
esson
9
Critical Path Method Scheduling (cont.)
7/28/2019 53150261 Primavera 6 0 Course
155/382
Critical Path
The critical path is the series of activities that determines aproject's completion date.
The duration of the activities on the critical path controlsthe duration of the entire project. A delay to any of theseactivities will delay the Finish date of the entire project.
Critical activities are defined by either the total float or thelongest path in the project network.
122L
esson
9
What is the Data Date?
7/28/2019 53150261 Primavera 6 0 Course
156/382
The data date is the date that is utilized as the starting
point for schedule calculations. It is the date used toschedule all remaining work.
During the Planning phase the data date should match theproject Start date.
123L
esson
9
Data Date Line
Data Date
Schedule
J AJJMAMF S
7/28/2019 53150261 Primavera 6 0 Course
157/382
Time
Time
Time
Resource
Cost
ResourceQuantity(person-days)
$
OPN
L
esson
9
Scheduling Concepts (cont.)
7/28/2019 53150261 Primavera 6 0 Course
158/382
Forward Pass
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 withoutpredecessors.
Early Start (ES) + Duration - 1 = Early Finish (EF)
124L
esson
9
A5
7/28/2019 53150261 Primavera 6 0 Course
159/382
Forward pass
C
B
15
10
ES
EF
EF
ES
ES EF
5
10
11 25
1
1
124
L
esson
9
Scheduling Concepts (cont.)
7/28/2019 53150261 Primavera 6 0 Course
160/382
Backward Pass
The backward pass calculates an activity's late dates. Late dates are the latest times an activity can start and
finish without delaying the end date of the project.
The calculation begins with the activities without successors(activity C in the graphic below).
For projects without a Must Finish By date, activities withoutsuccessors are assigned a Late Finish equal to the latestcalculated Early Finish date (25 in the graphic below).
Late Finish (LF) - Duration + 1 = Late Start (LS)
125L
esson
9
Backward pass
7/28/2019 53150261 Primavera 6 0 Course
161/382
A
C
B
5
15
10
ES 1
EF 25
EF 5
ES 11
ES 1 EF 10
LS LF
LFLS
LS LF
2511
101
106
125
L
esson
9
l l
Scheduling Concepts (cont.)
7/28/2019 53150261 Primavera 6 0 Course
162/382
Total Float
The amount of time an activity can slip from its early Startwithout delaying the project.
The difference between an activity's late dates and earlydates.
Activities with zero Total Float are critical.
Late date - Early date = Total Float (TF)
An activity's Total Float is automatically calculated eachtime you schedule the project. You cannot edit anactivity's float values directly.
The critical path is the series of activities thatdetermines a project's completion date. Activities B andC are on the critical path in the graphic below.
126L
esson
9
LFLSTotal Float
7/28/2019 53150261 Primavera 6 0 Course
163/382
Positive float
Zero float
(critical)
Negative Float(extremelycritical)
Positive float
Negative float
ES EF
EFES
EFES
LS
LS
LF
LF
126
L
esson
9
LF 10LS 6
Backward pass
7/28/2019 53150261 Primavera 6 0 Course
164/382
A
C
B
5
15
10
ES 1
EF 25
EF 5
ES 11
ES 1 EF 10
LS 11 LF 25
LS 1 LF 10
TF =
TF =
TF =
Forward pass
0
0
5
127
L
esson
9
B k d P ith R i d Fi i h
Scheduling Concepts (cont.)
7/28/2019 53150261 Primavera 6 0 Course
165/382
Backward Pass with Required Finish
One of the most common project scenarios is a requiredfinish date for the project.
Used only during the backward pass.
Required finish date specifies when the project must finishregardless of the network's duration and logic.
Late Finish - Duration + 1 = Late Start
128L
esson
9
Backward pass
Critical Activities
7/28/2019 53150261 Primavera 6 0 Course
166/382
A
C
B
5
15
10
ES 1
EF 25
EF 5
ES 11
ES 1 EF 10
LS LF
LFLS
LS LF
TF =
TF =
TF =
6
5-4
51
-5
0
-5
2520*
Must Finish By:Day 20*
128
L
esson
9
Critical Activities
Which activities are criticalbased on Total Float?
Backward pass
7/28/2019 53150261 Primavera 6 0 Course
167/382
A
C
B
5
15
10
ES 1
EF 25
EF 5
ES 11
ES 1 EF 10
LS LF
LFLS
LS LF
TF =
TF =
TF =
6
5-4
51
-5
0
-5
2520*
Must Finish By:Day 20*
128
L
esson
9 Which activities are critical
based on Longest Path?
Circular Relationships (Loops)
Scheduling Concepts (cont.)
7/28/2019 53150261 Primavera 6 0 Course
168/382
Loops indicate circular logic between two activities. Primavera will not calculate a schedule until the loop
is eliminated.
A dialog box is displayed listing the activities in the
loop
BA1010 BA1030BA1020
p ( p )
129
L
esson
9
Open Ends
Scheduling Concepts (cont.)
7/28/2019 53150261 Primavera 6 0 Course
169/382
Open Ends
Open Ends are activities without a predecessor orsuccessor.
No predecessor - Activity uses data date as its Early Start.
No successor - Activity uses project finish as its Late Finish
Open-ended activities can portray an unrealistic amount of
positive total float.
130Lesson
9
Open Ends cont.
7/28/2019 53150261 Primavera 6 0 Course
170/382
10 70
80 9030 50 6020
40
START
FINISH
NOTE: Primavera recommends that each project have
only two open ends, the start milestone activity and the
finish milestone activity.130
Lesson
9
Open Ends cont.
7/28/2019 53150261 Primavera 6 0 Course
171/382
10 70
80 9030 50 6020
40
START
FINISH
Notice the relationship between activity 30 and 50 ismissing, creating two additional open ends.
What will happen when this network is scheduled?
Oops! Openends.
130
L
esson
9
When you schedule a project activity dates are
Scheduling a Project
7/28/2019 53150261 Primavera 6 0 Course
172/382
When you schedule a project, activity dates are
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 aredisplayed according to their calculated start and finishdates. Critical activities are displayed in red.
131Lesson
9
Schedule Log
Scheduling a Project (cont.)
7/28/2019 53150261 Primavera 6 0 Course
173/382
Schedule Log
The Schedule Log records scheduling results, including: Scheduling/leveling settings
Statistics
Errors
Warnings
Scheduling/leveling results
Exceptions
132Lesson
9
An activity may have a relationship from a predecessor
Driving Relationships
7/28/2019 53150261 Primavera 6 0 Course
174/382
An activity may have a relationship from a predecessor
that determines its Early Start. This logic tie is called adriving relationship.
A solid relationship line indicates a driving relationship.
A dashed relationship line indicates a non-drivingrelationship.
BA3040 and BA3050 do not drive the start of BA3070.
BA3060 drives the start of BA3070.
133Lesson
9
Key Concepts
7/28/2019 53150261 Primavera 6 0 Course
175/382
After relationship logic has been defined, schedule theproject 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 completiondate.
When scheduling using the Critical Path Method, activityEarly Start and Finish dates are calculated during a forwardpass, and the Late Start and Finish dates are calculatedduring the backward pass.
The 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 delayedwithout delaying the project.
139Lesson
9
Key Concepts
Driving Relationships (cont.)
7/28/2019 53150261 Primavera 6 0 Course
176/382
Key Concepts
After scheduling, results are recorded in a Schedule Log.
139Lesson
9
7/28/2019 53150261 Primavera 6 0 Course
177/382
Assigning Constraints
Lesson 10
141
Apply an overall deadline to a project
Lesson Objectives
7/28/2019 53150261 Primavera 6 0 Course
178/382
Apply an overall deadline to a project
Apply a constraint to an individual activityAdd notebook topics to constrained activities
Describe the available constraint types
141Lesson
10
Constraints are imposed restrictions used to reflect
Constraints
7/28/2019 53150261 Primavera 6 0 Course
179/382
Constraints are imposed restrictions used to reflect
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, provideadded control to the project, and impose a restriction
on the entire project or an individual activity Constraints are user-imposed. Two constraints can be assigned to an activity.
After applying a constraint, the project must be rescheduledto calculate the new dates.
142Lesson
10
Must Finish By
Commonly Used Constraints (cont.)
7/28/2019 53150261 Primavera 6 0 Course
180/382
Must Finish By
Used when an overall project deadline must be met.
Forces all activities in the project to finish by the date (andtime) specified.
By default, the time associated to the Must Finish By date isset 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.
Must be applied in the Dates tab in Project Details.
The current Early Finish of Building Addition project is17-Nov-10. You will apply a Must Finish By constraint of02-Nov-10.
The next step is to reschedule the project to see theeffect of the imposed deadline on the late dates andTotal Float in the project plan.
143Lesson
10
Used to set the earliest date an activity can
Start On or After
7/28/2019 53150261 Primavera 6 0 Course
181/382
Used to set the earliest date an activity can
begin. Forces the activity to start no earlier than the
constraint date
Pushes the early start to the constraint date Affects the early dates of its successors
A
LFLS
EFES
B
LFLS
EFESES *
145Lesson
10
Used to set the earliest date an activity can
Start On or After
7/28/2019 53150261 Primavera 6 0 Course
182/382
Used to set the earliest date an activity can
begin. Forces the activity to start no earlier than the
constraint date
Pushes the early start to the constraint date Affects the early dates of its successors
A
LFLS
EFES
B
LFLS
EFES
A
EFES *
B
EFES
145Lesson
10
Adding Notebook Topic
Commonly Used Constraints (cont.)
7/28/2019 53150261 Primavera 6 0 Course
183/382
Adding Notebook Topic
When a constraint is assigned to an activity, it isrecommended that you add a note to document whythe constraint was assigned. You can use the Notebooktab in the Activities window to document these reasons.
147Lesson
10
Used to set intermediate completion points
Finish On or Before
7/28/2019 53150261 Primavera 6 0 Course
184/382
Used to set intermediate completion points
Forces the activity to finish no later than theconstraint date
Pulls the late finish date to the constraint
date Affects the late dates of its predecessors
A
LS
EFES
B
LF LS
EFES
LFLF *
148Lesson
10
Used to set intermediate completion points
Finish On or Before
7/28/2019 53150261 Primavera 6 0 Course
185/382
Used to set intermediate completion points
Forces the activity to finish no later than theconstraint date
Pulls the late finish date to the constraint
date Affects the late dates of its predecessors
A
LS
EFES
B
LF LS
EFES
LF
A
LS
B
LF LS LF *
148Lesson
10
Start On
Commonly Used Constraints (cont.)
7/28/2019 53150261 Primavera 6 0 Course
186/382
Start On
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 vendors.
150Lesson
10
Start On or Before
Commonly Used Constraints (cont.)
7/28/2019 53150261 Primavera 6 0 Course
187/382
Start On or Before
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 activity.
150Lesson
10
Finish On
Commonly Used Constraints (cont.)
7/28/2019 53150261 Primavera 6 0 Course
188/382
Finish On
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 deadlines.
150Lesson
10
Finish On or After
Commonly Used Constraints (cont.)
7/28/2019 53150261 Primavera 6 0 Course
189/382
Forces the activity to finish no earlier than the constraintdate.
Shifts the Early Finish to the constraint date.
Affects the early dates of its successors.
Used to prevent an activity from finishing too early.
150Lesson
10
As Late As Possible
Commonly Used Constraints (cont.)
7/28/2019 53150261 Primavera 6 0 Course
190/382
Delays an activity as late as possible without delaying itssuccessors.
Shifts the early dates as late as possible.
Also called a zero free float constraint.
150Lesson
10
Mandatory Start and Finish
Commonly Used Constraints (cont.)
7/28/2019 53150261 Primavera 6 0 Course
191/382
y
Forces early and late dates to be equal to the constraintdate.
Affects late dates of predecessors and early dates ofsuccessors.
May violate network logic.
150Lesson
10
Key Concepts
Commonly Used Constraints (cont.)
7/28/2019 53150261 Primavera 6 0 Course
192/382
y p
Assign constraints to activities and projects to reflect real-world restrictions.
A maximum of two constraints can be assigned to anactivity.
The Must Finish By constraint is used when an overall
project deadline must be met. Use the Start On or After constraint to set the earliest date
an activity can begin.
151Lesson
10
7/28/2019 53150261 Primavera 6 0 Course
193/382
Maintaining the ProjectDocuments Library
Lesson 11
153
Describe the difference between a work product and a
Lesson Objectives
7/28/2019 53150261 Primavera 6 0 Course
194/382
p
reference document Create a document record
Link the document record to a project document orwork product
Assign the project document to an activity or WBS
153Lesson
11
The Work Products and Documents window enables you
Project Documents
7/28/2019 53150261 Primavera 6 0 Course
195/382
y
to maintain general information about projectdocuments, including links to the actual document files.Documents are organized hierarchically to enhancecategorization.
You can catalog and track project-related documentsand deliverables, and provide standards and guidelinesfor performing work on an activity.
Store documents on a network file server or Web site.
Maintain general information about project documents such
as version, revision date, and author. Create a link to the actual document file.
154Lesson
11
Documents can be designated as a work product or
Project Documents (cont.)
7/28/2019 53150261 Primavera 6 0 Course
196/382
reference document: Work product - Includes project or activity deliverables that
will be turned over to the end user or customer. Examples:CAD files, testing plans, and blueprints.
Reference document - Includes documents that can be
referenced by a project participant to provide standards andguidelines for performing work. Examples: guidelines,policies, procedures, design templates, checklists, andworksheets.
154Lesson
11
Documents do not reside in the Primavera database. To
Creating a Document Record
7/28/2019 53150261 Primavera 6 0 Course
197/382
access documents via Primavera, a document recordmust be created in the Work Products and Documentswindow.
155Lesson
11
Files Tab
Creating a Document Record (cont.)
7/28/2019 53150261 Primavera 6 0 Course
198/382
After you add a document record, you must establish alink to the document by specifying a file path. There aretwo kinds of document location references:
Private Location - References can be viewed only byPrimavera client/server application users. Examples include
invoices, purchase orders, or contracts.
Public Location - References can be viewed by all projectparticipants, including timesheet users. Examples includeprocedure guidelines or project checklists.
157Lesson
11
Assigning a Project Document to an Activity
Creating a Document Record (cont.)
7/28/2019 53150261 Primavera 6 0 Course
199/382
Project documents can be assigned to both WBSelements and activities. For example, during a project'splanning phase, you may assign a document to a WBSelement. As the details of your project develop, you canassign the same document to activities.
158Lesson
11
Viewing Document Details
Creating a Document Record (cont.)
7/28/2019 53150261 Primavera 6 0 Course
200/382
Use the Work Product and Document Details dialog boxto view details about and/or open the selected workproduct or document. Fields in the dialog box aresummarized below:
Title - The name of the selected work product or document.
Author - The name of the person who created the selectedwork product or document.
Version - The selected work product or document's versionnumber.
Date - The entered Revision Date.
Private/Public Location - The selected work product
Top Related