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Primavera P6 Project Management Reference Manual - Part2 PDF
Primavera P6 Project Management Reference Manual - Part2 PDF
For information about Project controls coordinators, working with operations executives and
setting up security, see the
Administrators Guide.
program/project managers, structure the OBS and EPS hierarchies.
Setting up the OBS first enables association of the responsible managers
with their areas of the EPSeither nodes or projectswhen the EPS is
structured. User access and privileges to nodes and projects within the
EPS hierarchy are also implemented via a responsible OBS, so the
security profiles that monitor data access by project participants can be
established early on in the process.
Once the OBS is established, the EPS can be set up. An EPS can consist
of multiple root nodes, which enable particular types of projects to be
grouped together, such as project templates or high-risk projects. Within
each root node, you can further break down an EPS into multiple EPS
nodes, such as Capital Improvement projects and Manufacturing
projects, to categorize the types of templates projects.
The WBS acts as a continuation of the EPS for the individual projects in
the enterprise. A WBS provides organization and control of project and
activity information through a hierarchy of WBS elements. When you
create projects, the Project Management module automatically creates a
WBS element at the same hierarchy level and with the same name as the
project. You can set anticipated project dates, budgets, and spending
plans for a WBS at a high level to indicate when the work should occur
and how much its planned budget and monthly spending will be before
any projects are added to the EPS. In addition, you can use the pre-
established budget amounts and funding information you set for WBS
elements for their project and activity counterparts.
For details on setting up The following example represents how the OBS, EPS, and WBS
these structures, see the
applicable chapters in Part
structures interrelate within one branch of the EPS.
2.
If you were driving to a place you had never seen, would you get in the
car without directions or a map? Probably not. More than likely youd
take the time to plan your trip, consider alternate routes, and estimate
your time of arrival. Planning the drive before you even left would help
your trip be more successful. And, along the way, should you encounter
road blocks or traffic delays, you would have already identified alternate
ways to reach your destination.
Quick Tour
This quick tour introduces you to the Project
In this chapter: Management module and its workspace. It
discusses the layout approach to viewing
Getting Started
data and includes samples to help you start
Selecting a Language
creating your own layouts. You will also
The Workspace
learn the basic steps for starting the module,
What Is a Layout?
opening a project, and using wizards to
Customizing Displays
speed up your work.
Sample Layouts
Using Wizards
32 Part 1: Overview and Configuration
Getting Started
The installation process guides you through setting up the module on
your computer. Refer to the Administrators Guide for detailed
instructions.
Start the Project Management module Click Start, then choose
Programs, Primavera, Project Management.
Log in Before using the module, you must enter a valid login name
and password. If you do not know your login name and password, see
your system administrator.
Use the Welcome dialog box to create a new project, open an existing
project or the last open project, or open global data only.
Mark the Do Not Show This Window Again checkbox if you do not
want the Welcome dialog box to appear each time you open the module.
The last project used at startup automatically opens. To turn this option
back on, choose Edit, User Preferences, then click the Application tab
and mark the Show the Welcome Dialog at Startup checkbox.
Click to change
your portfolio
display. You can
change the table
font, color, and
row height, or
expand/collapse
all bands.
Modify a portfolio Use the Project Portfolios dialog box to view and
change general information about the selected portfolio. You can also
add and delete portfolios. Choose Enterprise, Project Portfolios to set up
project portfolios.
Selecting a Language
Use the Set Language dialog box to select the language in which to
display the information in menus, dialog boxes, and messages.
This option does not affect the data you enter; this
information appears exactly as typed.
The Workspace
When you first open a project, the Home workspace displays the main
functions available in the module. For example, click Activities to focus
on activity data and customize layouts. The workspace for each main
window consists of a menu bar, navigation bar, directory bar, toolbar,
and command bar.
Use the toolbar to quickly access options that Use the navigation bar to move
pertain to the window displayed and to change between open windows, display and
the look of your layout. hide the directory, and open Help
quickly for a specific window.
Choose a menu
to open a list
of commands.
What Is a Layout?
A layout is a customizable view of project information. To customize a
layout to meet specific needs, you can choose from a wide range of
project information, columns, colors, fonts, and activity groupings, and
you can display these data in the top and/or bottom layouts. For
example, show a Gantt Chart in the top layout and an Activity Table in
the bottom layout. Each time you change the way data are presented in
the top and bottom layouts, you create a unique layout. The module
automatically prompts you to save a layout when you close it, allowing
you to define a unique name for it so you can use the layout again with
the current project or a different project.
You can also customize the Activity Table displays activity information in spreadsheet format.
Activity Table and Gantt Use this type of layout to quickly update a project. Use the Fill Down
Chart in the Projects function to quickly copy and paste contents of rows in the Activity
window. Table. You can use filters and group data to see only those activities that
occur in your current status cycle. You can customize Activity Table
columns. You can also sort, filter, and group activities in the Activity
Table, as well as change the font of the activity information and the
color of the table background. The Activity Table is displayed in the top
and bottom layouts.
For more information on Gantt Chart provides a graphical display of activity progress over the
using the Fill Down
function in the Activity
course of the project. You can customize Gantt Chart bars, colors,
Table, see the Help. labels, and symbols. You can also sort, filter, and group activities in the
Gantt Chart. The Gantt Chart is displayed in the top and bottom layouts.
In the sample layout above, the top part of the window shows activity
data in a Gantt Chart, while the lower part displays the Activity Details.
Customizing Displays
Most windows and dialog boxes include a Display or Layout Options
bar at the top of the screen that contains commands that enable you to
customize the current display. Click this bar to display a menu of the
commands available for that window or dialog box. You can also access
many of these commands from the View menu.
For details about You can switch your display from a hierarchical view to a list view when
customizing layouts, see
displaying information, such as resources and the work breakdown
Customizing Layouts on
page 445. structure, that is displayed in different levels. To switch a display from
hierarchy to list view, click the leftmost column label that appears in the
display.
After you change a display to list view, you can also sort the displayed
information by clicking any column label.
Sample Layouts
The sample database included with the module provides standard
layouts that you can use with your own projects.
To open a sample layout, first open one of the projects from the sample
database or your own database in the Activities window, then choose
View, Layout, Open.
Using Wizards
Wizards are a great way to speed up your work. They quickly guide you
through repetitive steps, doing most of the work for you.
You can specify whether you want wizards to help you add activities
and resources. Other wizards are also available to create new projects,
export and import project data, and define administrative preferences.
Wizards are discussed in more detail in the appropriate chapters of this
manual or in the Help.
This option is
disabled when Show
Mark to display the time Unit label or Show
unit abbreviation with the Duration label is not
time/duration value. marked.
Set time unit options In the Units Format section, select the time
unit used to display work efforts, and resource/role prices and
availability. In the Durations Format section, select the time unit used to
display activity duration values.
Mark the Sub-Unit checkbox to include the next smallest time interval
for the Unit of Time selected; the field name changes accordingly. For
example, if you select Day in the Units field, the Sub-Units field
displays Hours. You can also select the number of decimal places you
want to include in time unit displays.