E .

UC
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 1
 E .
U C
Licensed Civil Engineer
O D
Member: AACE,PICE
P R
E
Contact: 0955-291-3792
email : afccagas@gmail.com

T R
Career Experience :
NO
D O
With more than fifteen (15) years of extensive training and experience in the

T .
field of Engineering and Construction Industry:

E N
M
 With more than Nine (9) years of work experience as a Planner /
U
Scheduler since 2012 until present. I have also involved in complex
C
O
projects such Oil & Gas, Commercial Building, Manufacturing & Industrial,

D
Research Facilities and Medical/Hospital Facilities.
S
R E
 With more than Six (6) years of work experience in Construction Project

T U
Management as Resident Engineer. I have involved in numerous projects

UC
such as SM Malls, Low & High Rise Buildings, Roadways, Golf Course

TR
and Land Development Works.

X S 2
 E .
U C
D
This course covers all the fundamentals ofRO
P
project
management framework using
R E
Primavera P6
O T
Professional and through a series of lectures, interactive
N
session and hands-on exercises, participants will learn
O
D and understanding
on how to properly handle construction project including
T .
EN of a project life cycle
engaging with different stakeholders

M
the foundational knowledge

C U
(Initiating, Planning, Executing, Monitoring & Control and
Closing components)
O and also will gain the knowledge
and experienceDthey need to use P6 Professional as an
E S Management tool
R
effective Project
U
C T
R U
S T
X 3
 E .
UC
Day 1
O D
R
Lesson 1 : Introduction to Primavera
Lesson 2 : Start up & Navigation
EP
Lesson 3 : Managing Multiple Projects
T R
Lesson 4
Lesson 5
:
:
Creating Project
NO
Creating Work Breakdown Structure
Lesson 6 : Adding Activities
D O :
Lesson 7 :
T .
Creating Relationships
Day 2
E N
Lesson 8
Lesson 9
:
M
Scheduling
U
C
: Assigning Constraints
Lesson 10
Lesson 11
:
DO Formatting Schedule Data

S
: Assigning Resources and Costs
Lesson 12
R
:
E Analyzing Resources
Lesson 13
T U : Baselining Project Plan

UC
Lesson 14 : Tracking, Updating & Control

TR
Lesson 15 : Reporting Performance

X S 4
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M
C
Lesson 1

DO
ES
U R
C T
R U
S T
X 5
 E .
Lesson Objectives UC
O D
P R
 Describe Primavera tools
R E
O T
 Explain the difference between enterprise and project-
specific data
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 6
 E .
Introduction to Primavera UC
D
O for
R
 Primavera provides multi-project, multi-user tools
management,EP providing
R
enterprise-wide project

O T
comprehensive information on all projects in the

work assignments for each teamO

N
enterprise, from executive-level summaries to detailed

. D with Web-enabled,
member.
 Primavera is an integratedTsolution
EN software that provides role-
M
Client/server , and desktop
U
specific tools to satisfy
C skills.
each team member’s needs,
O
responsibilities and
D
E S
UR
C T
R U
S T
X 7
 E .
Primavera Tools UC
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S
 E .
Enterprise and Project-Specific DataDU C
R O
E P
 A project consists of a combination of enterprise and
project-specific data.
T R
NO
D O
T .
EN
U M
O C
S D
R E
T U
UC
T R
XS 9
 E .
UC
Enterprise and Project-Specific DataD(cont.)
 Enterprise Data R O
 Its provides a global structure needed Eto P manage
T R
O
multiple projects. It is available to all projects across the
organization and provides the structure
centralized project and resource O
N necessary for
Dmanagement include:
management.
 Examples of centralized project T .
 Project structure
E N
 Project codes
U M


O C
Admin categories and preferences

S D
 Examples of centralized resource management include:
E
 Resources
CostRaccounts
U codes


C

T
Resource

R U
S T
X 10
 E .
UC
O D
P R
R E
Enterprise Data
O T
N
Project
Structure OBS

D O
T .
EN
U M Resource

C
Admin codes
categories &
DO
S
preferences

R E
T U
C
Project

U
R Roles
codes

S T Cost Resources

X
accounts 11
 E .
Enterprise and Project-Specific DataD(cont.) C U
R O
P it is
Project Specific Data

R E
Project Specific Data is only available to the project in which
defined.
O T
 Dates
Work Breakdown Structure (WBS)O
N
D


 Activities
T .
 Activity relationships
E N
 Baselines
U M
 Expenses
O C
 Risks D
S and Issues

R E
Thresholds

T U
Work Products & Documents

U CProject Web Site

R


S T
X 12
 E .
U C
O D
P R
Thresholds & Issues
R E
O
Project-Specific T
Data N
O
Activities

. D
T
AS EF

N
Baseline/Target
E
AS EF

M
ES EF

CU
Dates
DO Work Products &

S
Documents
E
WBS

$U R
C T
U
RExpenses
S T Project Web Site
X
Risks 13
 E .
U C
Enterprise and Project-Specific DataD(cont.)
R O
 Enterprise/Project-Specific Data
E P
 The following types of data are enterprise, T R as well as
project-specific:
N O
 Calendars
D O
 Reports
T .
 Activity codes
EN
 System administrators U M define enterprise data. Project
managers define C
their projects.D
O project-specific data to further control

E S
U R
C T
R U
S T
X 14
 E .
UC
O D
P R
R E
T
Enterprise/Project-
Specific Data
NO
D O
T .
EN
U M
O C
S D
R E
2000

T U
UCCalendars Activity

TR Codes

X S Reports 15
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M
Introduction to Primavera
O C
S D
R E
TU
UC
TR
X S 16
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 2
O C
S D
R E
TU
UC
TR
X S 17
 E .
UC
Lesson Objectives
O D
P R
 Log in
R E
 Open an existing project
O T
N
 Navigate the Home and Activities windows
 Open an existing layout D O
T .
 Customize a layout
E N
 Save a layout
U M
O C
S D
R E
TU
UC
TR
X S 18
 E .
U C
Logging in
O D
 Before using Primavera, you must enter a valid password name.
P R
 Your password is case sensitive.
R E

O T
Go to : Start, look for P6 Professional, Double click (P6) icon, type a valid Passwords “admin”,

N
ok

D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 19
 E .
Workspace UC
O D
R
 The main windows have different functions, but the
P
navigation options are consistent.
R E
Home Window
O T
 The Home window is a starting pointNfor navigating
D O
.
through various windows.
N T
Item
E Functionality

1. Title bar
U M
Displays current application and name of open

C
projects.
O
DQuickly display Primavera windows.
2. Menu bar Perform functions in Primavera.
3. Directory bar S
R E Move between open windows, toggle the
T U
4. Navigation bar

C bar
Directory bar, and open Help.
5. U
TR Status Displays user's login name, data date of open

X S projects, access mode, and current baseline.

 E .
Workspace UC
D
(cont)

R O
EP
T R
NO
O
Menu bar

Navigation bar
. D
N T
E
U M
O C
S D Title bar

R E
T U
UC
Directory bar

R
Status bar

S T
X 21
 E .
Navigation Bar
UC
 Use the navigation bar to move between open windows,
O the D
to return to the Home window, to display and Rhide
E P
R
byTdefault, can be
Directory bar, and to access Help for the current window.
 The Navigation bar, which is turned on O
N
toggled on/off in the View menu.
D O
T .
Go to :View, Toolbars, Navigation Bar, Select,close,ok

E N
U M
O C
S D
R E
T U
UC
TR
X S 22
 E .
Configurations
U C
 Admin Preference
O D
Where you can set the default code separator for the WBS,
P R
setting the start day of the week and specify the default duration
R E
for the new activity.
O T
N
Go to: Admin, Admin Preference, General, Select either (Code Separator, Starting Day of

O
Week, Activity Duration, Password Policy), Close.

. D
N T
E
U M
O C
S D
R E
T U
UC
TR
X S
 E .
Configurations U C
D
cont

 Admin Preference
R O
Allows you to set the default for Time Period Setting.
E P
T R
Go to : Admin,Admin Preferences,Time Periods, Specify (Hours per Time Period),Specify

O
(Time Period Abbreviation),Ok

N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S
 E .
U C
Configurations cont

O D
 User Preference
P R
Allows you to set the default for Dates Setting
R E
O T
Go to : Edit, User Preferences, Select (Dates), Edit (Date format, Options, Time), Close.

N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S
 E .
Configurations UC
D
cont

R O
P
 User Preference
Allows you to set the default for Time Units Setting.
R E
O
Go to : Edit, User Preferences, Select (Time Units), Select, Close.
T
N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S
 E .
Opening an Existing Project U C
O D
 The Open Project dialog box lists display all the projects you have
P R
E
access to open.
 Open a single project .
T R
O
 Open a single EPS node
 Multiple projects under different nodes
N
D O
Go to : File, Open, Select Project in the project windows, Open

T .
EN
U M
O C
S D
R E
T U
U C
STR
X 27
 E .
Opening an Existing Project (cont.) U C
 Access Modes
O D
P R
E
 You have the option to select an access mode prior to opening a
project:
T R
O
Read Only, You can view data, but can not input or change
 data.

N
Shared , Multiple users can view, input, and change data and the default
setting.

D O
T . projects in Read Only mode.
Exclusive, The current user is the only user
 who can edit data on these

EN
projects. Other users can access these

M
Go to : File, Open, Select project in the project windows, (Select Access mode),

U
Exclusive, Open

O C
S D
R E
T U
UC
TR
X S 28
 E .
UC
Opening an Existing Project (cont.)
O D
 Activities Window P R
R E
T
 The Activities window is used to create, view, and edit
O
N
activities for open projects. It can be divided into a top
and a bottom layout.
D O
Item

N T. Functionality

1. Command bar
E
Displays options for adding or removing activity data.
2. Gantt Chart
U M
Provides graphical display of activity progress over time.
3. Activity Details
O C
View/edit detailed information for selected activity.
4. Horizontal Split Bar
5. Vertical Split Bar S
DDrag bar to hide/show more information in each pane.
Hide or show more information in top/bottom layouts.

6. Activity TableR
E Display activity information in spreadsheet format.
T U Bar Displays menu of available options for Activities window.
U C
7. Layout Options

T R
X S
 E .
Activities Windows UC
O D
Command bar
P R
• Displays options for adding or removing activity data.
R E
T
Go to :located at the upper right portion of the project windows, click any icon.

O
N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S
 E .
Activities Windows Cont’s UC
O D
Activity Table
P R
• Display activity information in spreadsheet format.
R E
T
Go to : Just click Tables

NO
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S
 E .
Activities Windows Cont’s U C
O D
Gantt Chart
P R
• Provides graphical display of activity progress over time.
R E
Go to :
T
By clicking Gantt Chart icon. (Note: this is On and Off command),to hide, click table

O
N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S
 E .
Activities Windows Cont’s UC
O D
Activity Details
P R
• View/edit detailed information for selected activity.
R E
T
Go to : By clicking Table icon (Ex: Mobilization).

NO
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S
 E .
UC
Activities Windows Cont’s
O D
Horizontal Split Bars
P R
• Hide or show more information in top/bottom layouts.
R E
T
Go to : By dragging the bar

NO
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S
 E .
Activities Windows Cont’s UC
O D
Vertical Split Bars
P R
• Drag bar to hide/show more information in each pane.
R E
T
Go to : By dragging the Vertical bar

NO
D O
T .
EN
U M
O C
S D
R E
T U
UC
TR
X S
 E .
Layouts U C
D
O are
 Layout is a customizable view of information. It is a combination of

available in the Projects, WBS, Activities, ResourceEP

R
all the visual elements that appear on the screen. Layouts

T R Assignments,

O
and Tracking windows. Note : Project must be open.
 1. Open
N
Go to : Layouts, Open , No, Select Layout ( Global, User admin), Apply, Open

O
 2. Save.
Go to : Layouts, Save.
 3. Save As.
. D
Go To : Layout, Save as, type Layout Name, Select (Current User),Save.

T
EN
U M
O C
S D
R E
T U
U C
T R
XS 36
 E .
Layouts (cont.) U C
O D
 Gantt Chart
P R
R E
 The Classic WBS layout displays a Gantt Chart in the top layout,
and Activity Details in the bottom layout.
O T
N
 The Gantt Chart is divided into two sections: Activity Table and Bar
Area:
O
Din columns.
.
Bar Area - Provides a graphicalTdisplay of activity progress over the
Activity Table - Displays activity data


duration of the project. E


N
U M
O C
S D
R E
T U
UC
TR
X S 37
 E .
Layouts (cont.) U C
O D
 Activity Network
P R
E
 View the relationships defined between activities and the logical
R
T
flow of the activities in the project: Go to : Activity Network, Select (WBS Name).
O
N
 Left pane - Displays the WBS hierarchy.

O
 Right pane - Shows a graphical display of activities and their
relationships.
. D
N T
E
U M
O C
S D
R E
T U
UC
TR
X S 38
 E .
Customizing a Layout U C
O D
R
 By creating activity layouts, you can easily view data specific to your

E P
needs. The Activities window can be customized and saved as a

T R
layout. Saving layouts for future use allows you to quickly retrieve

NO
information. Go to : Layouts, Open, No, Select (layout Name), Apply, Open
The Layout Options bar is a centralized menu for layout
O


D
customization. You can perform key layout changes from this options
bar.
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 39
 E .
Customizing a Layout (cont.) U C
 The following is a list of layout elements that are customizable:
O D
P R
E
 Bars Go to: bars, select display, apply, ok


T
Timescale Go to : Timescale, select (time format), apply, ok
R
O
 Table, font and colors Go to :View, Table font & colors, select, apply,ok

N
Row height Go to : table Font and Row, select (Row height), apply, ok


D O
Filters Go to : Filters by, customize, select (Default, Global, User defined), apply, ok
 Trace logic, click
T .
 No Bottom Layout ,click
E N
U M
O C
S D
R E
T U
UC
TR
X S 40
 E .
Customizing a Layout (cont.) UC
 Selecting Columns
O D
P R
E
 You can select columns to display in the Activity Table, as well as

T R
the order in which they appear from left to right: Go to : Columns, Customize,

O
Available Options, Group & Sort, List , Select Column, Apply, Ok
 Use single arrows to move highlighted data items.
N
 Use double arrows to move all data items.

D O
.
Use navigation arrows to configure the order of the data items.
T


N
 Click Edit Title to edit the selected column's title and choose its
E
M
alignment in the display.

CU
D O
E S
U R
C T
R U
S T
X 41
 E .
Customizing a Layout (cont.) U C
O D
P R
E
 Using Hint Help in Columns Dialog Box
 You can use Hint Help to view a definition for any data item in the
T R
show).
NO
column list. Go to : View, Hint help, Select Columns(Ex: Activity ID), column definition will

D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 42
 E .
Displaying Activity Details UC
 Activity Details displays detailed information for the activity
O D
P R
E
highlighted in the Activity Table or Activity Network.
 Go to : Details, Select (General).
T R
O
 Go to : No Bottom lay out (to hide the Details)

N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 43
 E .
Displaying Activity Details (cont.) UC
 Selecting Detail Tabs
O D
P
 The tabs displayed in Activity Details are customizable. R
General
R E
Status
O T
N
Relationship
Predecessor
Successor
D O
T .
Resources

E N
U M
O C
S D
R E
T U
UC
TR
X S 44
 E .
Saving Layouts U C
 Layouts can be saved and shared with other users to facilitate
O D
Layout, Save - Saves changes to the existing layout. P
project communication:
R

R E


O T
Layout, Save As - Prompts you to save the layout with a new name.

N
 Current User - Only the user creating the layout will have access to it in the future.

O
 All Users - All licensed users will have access to the layout (Global).

D
 Another User - A specified user will have access to the layout. Note, however, that

T .
the current user will not have access to the layout. Go to : Layout ,Save As, Edit

EN
Layout Name, Current User, Save

U M
O C
S D
R E
T U
UC
TR
X S 45
 E .
Saving Layouts (cont.) UC
O D
R
 Viewing the New Layout

EP
 Use the Save Layout dialog box to save a custom display format for

T R
the Activities, WBS, Projects, Resource Assignments, or Tracking
O
windows. Go to : Layout, Open, No, Select (layout), Apply, Close
N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 46
 E .
UC
Closing a Project
O D
R
 You should close the project when you are finished
Pyou want
R E
working with it. You are prompted to verify that
to close the project.
O T
N Home window.
 Closing the project takes you back to the
D O
 Go to : File, Close All, Yes. (No current project will displayed).

T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 47
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Start up & Navigation
O C
S D
R E
TU
UC
TR
X S 48
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 3
O C
S D
R E
TU
UC
TR
X S 49
 E .
U C
Lesson Objectives DO
P R
E
 Define the components that comprise the Enterprise
R
Project Structure (EPS)
O T
 View the EPS, N
D O
T .
EN
U M
O C
S D
R E
T U
UC
T R
XS 50
 E .
U C
Enterprise Project Structure
O D
 The Enterprise Project Structure (EPS) is a hierarchy
P R
developed to help organize projects.
R E
TO
 The EPS is made of roots and nodes. N
O
D project structure.
 Each root in the project structure can be subdivided into many nodes.

T .
 Nodes represent different levels within your

departments, project groups,Esite
For example, nodes can represent
N locations.
divisions within your company,

U M
 All projects must beCincluded in a node.
 Projects always D
 Each node can containO an unlimited number of projects.

 Placement E
S represent the lowest level of the hierarchy.

which it isRincluded.
of a project in the hierarchy determines the summary level in

T U
U C
T R
XS 51
 E .
U C
Enterprise Project Structure
O D
P R
Level 1
R E
T
EPS

O
Root

N
D O
T.
Level 2
EPS EPS

EN
Node Node

U M
Level 3
O C Project

D
EPS EPS EPS F

S
Node Node Node

R E
T U
C
Project Project Project Project Project

U
A B C D E

TR
X S 52
 E .
Enterprise Project Structure U C
O D
 The EPS offers many benefits
P R
R E
T
 View project priorities, scope, budgets, and resources

node. N O
across the entire project structure or within a specific

D O
T. multiple projects.
 Manage projects separately while retaining the ability to

EN
roll up and summarize data across

M
 Each node acts as a master project, rolling up all “Child" nodes and
projects.
CU
O
 A node can be opened to view all detailed activity information from the

D
“Member" projects.

E S
U R
C T
R U
S T
X 53
 E .
U C
Creating & Opening the EPS DO
P R
E
 You can use the Enterprise Project Structure dialog box
to define the EPS.
T R
 The three fields to enter when adding an EPSO
N
node are:


EPS Name - Description of theD

O
EPS ID - Identifies the selected EPS node.

T .this field to select an OBS
selected EPS node.

EN Structure) element to associate

 Responsible Manager - Use

M
(Organizational Breakdown
U
C
with the selected level of the EPS

D O
E S
U R
C T
R U
S T
X 54
 E .
Creating EPS U C
D
Cont’s

 Creating Enterprise Project Structure

R O
E P
T R
Go to: Enterprise, EPS, Add (pinpoint your mouse on existing lowest level of EPS, Shift left, Type

O
(EPS ID & EPS Name), Close.

N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 55
 E .
Creating Organizational Breakdown Structure U C
D
 The OBS is a hierarchical arrangementROof an
E P either as
organization's project management structure,
T R
roles or individuals. The OBS can be
represent a detailed organizational O configured to
N breakdown (with
employee names), or a more general O
D of responsibility are
framework where
T .
modeled in the structure.EN
departments, teams, or types

U M
C
 Entering Responsible Manager
 The responsible
D O manager is the individual responsible
E
for the work. S A responsible manager is selected from the
U R
T
OBS dictionary .

U C
T R
X S 56
 E .
U C
 Creating OBS and Assigning Responsible Manager
O D
P R
E
Go to : Enterprise, OBS, Add, Edit OBS Name (Your Name, Shift Right, Close.

T R
NO
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 57
 E .
C
Workshop 1 O D U
P R
 Creating EPS & OBS
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 58
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M
Managing Multiple Projects
O C
S D
R E
TU
UC
TR
X S 59
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 4
O C
S D
R E
TU
UC
TR
X S 60
 E .
UC
Lesson Objectives
O D
P R
 Create a project
R E
 Navigate the Projects window T
O Details tabs
 View and modify information on the N
Project
D O
T .
EN
U M
O C
S D
R E
TU
UC
TR
X S 61
 E .
The Create a New Project Wizard DU C
R O
 The create a New Project wizard can assist you
E P in
creating a project.
T R
N O
 Through answering a series of questions Primavera will create a

O
project.

. D
T
EN
U M
O C
S D
R E
T U
U C
T R
XS 62
 E .
Creating a Project U C
 A project can be created using a variety of methods:
O D
P R
E
1. Create a New Project via Activity wizard

T R
Go to : File, New, Select EPS, Double click EPS, Next, Project ID & Name, Next,

O
Planned start, Must finish by, Next, Responsible Manager, rate type, Next,
Congratulations, Finish.
N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 63
 E .
C
The Create a New Project Wizard (cont.) DU
R O
 Entering Project Name
E P
 The name of the project is Office BuildingT ,Core R & Shell.
You can shorten this name to create the
N O project ID is OB

O
D in this field. (The Project
Project ID - Type a unique ID in this field.

T .
Project Name - Type a new name

E N
Name field does not require a unique name.)

U M
O C
S D
R E
T U
UC
T R
XS 64
 E .
C
U
The Create a New Project Wizard (cont.)
O D
P R
 Entering Project Start and End Dates
R E
 Use the calendar to select start and end
O T dates for the
project.
N
 The Must Finish By field is not O
D date at any point in the
mandatory. You can
assign a project Must FinishT.By
EN the Dates tab in the Projects
project life cycle by clicking
window. U M
O C
S D
R E
T U
UC
T R
XS 65
 E .
CU
The Create a New Project Wizard (cont.)
O D
P R
 Selecting Resource Rate Type
 Specify the Resource Rate Type forT R
E
new resource
assignments. The default rate type O
N determines which
(price/unit or standard rate) isOset on the resource
. Dthe rate types defined in
T
assignment. The list displays
the Rate Types tab in the N
E Admin Preferences dialog box.
U M
O C
S D
R E
T U
U C
T R
XS 66
 Project Details (cont.) E .
UC
D
 General Tab
 The General tab enables you to view or modify O
information about the selected project. EProject P R general

R
ID,
Project Name, and Responsible Manager
O T can be set
when you create the project. If N necessary, you can
change them here. The remaining
D O fields are set by
default. Go to : Details, General, No Bottom .layout
N T
E
U M
O C
S D
R E
T U
UC
TR
X S 67
 E .
U C
Project Details (cont.)
O D
P R
 General Tab
R E
 Fields in the General tab:
O T

N
Project ID - Short, unique identifier for the project.

D
Project Name - Name of the project.O

T .
Status - Indicates project status based on the table below:

E N
U M
O C
S D
R E
T U
UC
TR
X S 68
 E .
Project Details (cont.) U C
O D
 Dates Tab
P R
R E
 The Dates tab enables you to edit date information
T
for
By dates can be set when you createN O
the selected project. The Planned Start and Must Finish
the project. If
necessary, you can change themO here.
. D
T
 Planned Start - Planned start date of the project.

EN
 Data Date - Date used as the starting point for schedule

M
calculations.


CU
Must Finish By - Date indicating the desired project end date.

O
 Finish - Non-editable field indicating the latest early finish
D
date calculated when the project was last scheduled.
S
E
 Actual Start and Actual Finish - Non-editable field indicating
R
the actual start and finish dates of the project.
U


C T Anticipated Start and Anticipated Finish - Expected dates

U
that can be entered while planning the project at a high level.

TR
X S 69
 E .
Project Details (cont.) UC
O D
P R
 Notebook Tab
R E
 The Notebook tab enables you to view or T modify project
notes, such as the project's purpose, O
N core requirements,
O D
or any other project-specific details.

T .
Notebook Topic - List of topics assigned to the selected
node/project.
EN

U M
Detail - User-defined description of the selected topic. You
C
can use HTML editing features, including formatting text,
O
D
inserting pictures, copying, pasting, and adding hyperlinks.

ES
U R
C T
R U
S T
X 70
 E .
Project Details (cont.) U C
O D
P R
 Defaults Tab
R E


O T
Defaults for New Activities - Indicates the settings that will

N
be used when new activities are added to the project;

O
changing these settings will not affect existing activities.
 Duration Type :
. D
Fixed units/time

N
Percent Complete Type : T Physical
E
M
 Activity Type : Task dependent

CU
Auto-numbering Defaults - Sets how new activities will be

O
numbered in your project.


S D
Activity ID Prefix : AFC


R E
Activity ID suffix : 1000

T

U
Increment : 10

UC
TR
X S 71
 E .
Defining Calendar U C
O D
R
 You can create and assign calendars to each resource, each project,

E P
and each activity. For each calendar, you can define the following
 Available work hours in each calendar day
T R
N O
 Default hours per time period settings that are used as conversion

O
factors when entering or displaying units in time increments other than

D
hours
 National holidays
T .
 Your organization's holidays
E N
U M
 Project-specific work/ non workdays

Close
O C
Go to : Enterprise, calendar, Add, Select, Type (Calendar Name, Edit, Modify, Workweek, Ok,

S D
R E
T U
U C
T R
XS 72
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 73
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 74
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 75
 E .
UC
Currencies
O D
R
 You can specify the monetary unit or base currency used
Pwell as
R E
to store costs for all projects in the database, as
the monetary unit or view currency used toT display costs
in windows and dialog boxes N O
 Adding currency :
D O
T .
EN
,CLOSEOk
Go to: Admin, Currencies, Add (Currency ID, Name, Symbols, Rate)

M
Applying currency:
U
Go to : Edit, User preferences, Currency, Select Currency Options, close, Ok

C
D O
E S
U R
C T
R U
S T
X 76
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 77
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 78
 E .
C
Workshop 1 D U
R O
E P
 Creating a Project and Assigning Project default data
T R
NO
D O
T .
EN
U M
O C
S D
R E
T U
UC
T R
X S 79
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Creating a Project
O C
S D
R E
TU
UC
TR
X S 80
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 5
O C
S D
R E
TU
UC
TR
X S 81
 E .
UC
Lesson Objectives
O D
P R
 Define a WBS
R E
T
 Create multiple levels of a WBS hierarchy
O
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 82
 E .
U C
Work Breakdown Structure
O D
P R
Work Breakdown Structure (WBS)
R E
is a hierarchical arrangement of theT products and
services produced during and by a O
N project. It enables
O
. Dcontrol.
you to divide a project into meaningful and logical pieces
for the purpose of planning and
N T

E
Each project has a unique WBS hierarchy.

U M
 The root level of the WBS is equal to the project ID and name.

O C
Elements within the WBS have a “child/parent” relationship, which

D
means that you can roll up and summarize information from the lower
levels.
E S
U R
C T
R U
S T
X 83
 E .
UC
Work Breakdown Structure
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 84
 E .
Viewing WBS Elements U C
DO is
P R
 When a project is created, a root level WBS element
R E
added with the same ID and name as the project.
 The WBS elements added to the root O T element are
level
N level of the
O
automatically indented to form the second
hierarchy.
. D
N T
E
U M
O C
S D
R E
TU
UC
TR
X S 85
 E .
Creating WBS Hierarchy UC
D
A WBS element that is added under an elementRO
automatically indented to form another levelEof P the
is
R
hierarchy. Go to: WBS, Add, indented arrow, edit WBS codeTor name
NO
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 86
 E .
U C
Creating the WBS Hierarchy (cont.) D
O
 Using the Indentation Keys
P R
R
 The WBS hierarchy can be adjusted by using E
T
the
O
indentation keys located on the Command bar allowing
a WBS element to be re-assigned toNa different node of
D O
.
the WBS.
N T
E
U M
O C
S D
R E
TU
UC
TR
X S 87
 E .
UC
O D
Workshop 2 EP R
T R
 Creating Work Breakdown Structure
NO
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 88
 E .
UC
O D
P R
R E
O T
N
D O
T .
EN
Creating a U M Breakdown Structure
Work
O C
S D
R E
TU
UC
TR
X S 89
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 6
O C
S D
R E
TU
UC
TR
X S 90
 E .
Lesson Objectives UC
O D
 Define an activity P R
R E
 Define activity types
O T
 Add activities N
D
 Add a notebook topic to an activity O
T .
 Add steps to an activity
E N
 Assign activity codes toMactivities
CU
D O
ES
U R
C T
R U
S T
X 91
 E .
U C
Activities D
O
 Activities are the fundamental work elements P R
project. They are the lowest level of a WBSRand the
E of a

O T
N
smallest subdivision of work that directly concerns the
project manager.
Most detailed work unit trackedD
O

T . in a project schedule.
 N
E event, or work package.
Contains all information about the work to be performed.

U
Also known as a task,M item,

O C
S D
R E
T U
UC
T R
XS 92
 E .
Activity Components UC
O D
P R
Expenses OBS & WBS

R E
T
Role &
Activity ID &
Resource
Description

O
Assignments

N
O
Constraints Activity Type

. D
N T
E
Steps Duration

M
Activity

CU
O
Notebook/
Dates
Feedback

S D
URE Relationships Calendar

T
Assignment

C
Duration &

U
Percent
WPs & Docs

R
Activity Codes Complete

T
Types

X S 93
 E .
Adding Activity via New Activity Wizard U C
 Depending on your user preferences, you can use O D
R
the
New Activity wizard to help add an activity. P
R E
 The New Activity wizard walks you through
O T the process
of adding an activity. Once you become
N familiar with the
process, you can disable the wizard
D O and add activities
directly to the project.
T .
EN
 Go to : Edit, User Preferences, Assistance, Use the activity wizard, Add, Edit, Next…..

U M
O C
S D
R E
T U
U C
T R
XS 94
 E .
Adding Activity directly to a Project U C
 Use the Activities window to create, view, and modify O D
P R
R E
activities for the open project. To add an activity to a
T
project, perform one of the following actions:
O
N
 Click Add from the Command bar.

O
 In the Edit menu, click Add.

D
 Press Insert on the keyboard.


T
Right-click and click Add.
.
EN
U M
O C
S D
R E
T U
UC
T R
XS 95
 E .
Turning Off the Activity Wizard UC
 While in the Activities window, you can click Add O
D
PR
from
the Command bar to add new activities. TheENew
T
Activity wizard appears only when you click R Add from the
Command bar.
N O
 Type a unique name and identifier Ofor each activity.
D
T .
EN
Go to :Edit ,User Preferences, Assistance, Uncheck (Use new activity wizard)

U M
O C
S D
R E
T U
UC
TR
X S 96
 E .
Define Activity Type (cont.) UC
O D
 Assigning Activity Type
R
P dates
R E
 Activity Type controls how an activity's duration
are calculated.
O T
 Select the Activity Type according toNthe activity's
D O
T.
function in the project and the calendar that should be

EN
used for the activity during scheduling.
M
 Go to ; Details, Default tab, Activity type (select). (Note project must be close All)
 Start Milestone
CU
 Finish Milestone
D O
S
 Task Dependent

R E
T U
UC
TR
X S 97
 E .
Define Activity Type (cont.) U C
O D
 Activity Type: R
 Start Milestone - This type is typically usedEtoPmark the
R
beginning of a phase or to communicateTproject
deliverables. N O
D O
.
 Zero-duration activity.
 Only has a start date.
N T
E
M
 You can assign constraints, steps, expenses, work products,
and documents.
CU


D O
You can assign a primary resource.

S
 You cannot assign roles.

R E
T U
UC
TR
X S 98
 E .
UC
Define Activity Type (cont.)
O D
P R
 Activity Type:
R E
 Finish Milestone - This type is typically Tused to mark
the end of a phase or to communicateO
N project
deliverables. O D
 Zero-duration activity.
T .

EN
Only has a finish date.

U M
You can assign constraints, steps, expenses, work products,

O
and documents.C


S D
You can assign a primary resource.

R E
You cannot assign roles.

T U
UC
TR
X S 99
 E .
Define Activity Type (cont.) UC
O D
P R
 Activity Type:
R E
O T
 Task Dependent - This type is typically used when the
N
work needs to be accomplished in a given time frame,
O availability.
regardless of the assigned resources'
D

T .
The activity's resources are scheduled to work according to
the activity calendar.
EN

U M
Duration is determined by the assigned calendar's workweek.

O C
S D
R E
T U
UC
TR
X S 100
 E .
Adding an Activity via Activity DetailsDU C
(cont.)

R O
 General Tab
E P
T R
 You can add the information about this activity in the
Activity Details tabs.
NO
D O
T .
EN
U M
O C
S D
R E
T U
UC
T R
XS 101
 E .
Adding an Activity via Activity DetailsDU C
(cont.)

R O
 Status Tab
E P
R
 Use the Status tab to define the selectedTactivity's
N O
duration, constraint, start and finish dates, labor and
O
Dthe selected activity's
nonlabor units and costs, and material costs. You can
T
also use the Status tab to view .
E N
float, actuals, and completion percentages.
U M
O C
S D
R E
T U
U C
T R
XS 102
 E .
Adding an Activity via Activity DetailsDU C
(cont.)

R O
 Notebook Tab
E P
 The Notebook tab enables you to assignTnotes R to an
N O
activity. Notebook topics are typically instructions or
descriptions that further describeO
D
the activity according
T .
to specific categories of information.
EN
U M
O C
S D
R E
T U
U C
T R
XS 103
 E .
Adding Steps U C
O D
 Activity steps allow you to break activities into smaller
units and track the completion of those units.EP R
R
Steps
provide a list of procedures required to complete T the
task and provide extra guidance to theO
assigned to the activity. Go to ; Details,O
N resources

D
Steps, Add, Edit or add from templates


T .
You can assign an unlimited number of steps per activity.

EN
Steps can be marked completed in Primavera and by the

U M
primary resource in timesheets.

O C
Steps do not have duration estimates or dates.


S D
Each step can have an additional explanation in the text area

E
on the right side of the Steps tab.
R
T U
UC
TR
X S 104
 E .
U C
Calendar Assignments
O D
P R
Calendars
R E
O T
 Can be created and assigned to each activity and

activities and level resources. O

N
resource. Calendar assignments are used to schedule

. D

T
An unlimited number of calendars can be created.

EN
The Activity Type determines whether the activity calendar or

U M
resource calendar is used during scheduling.

O C
S D
R E
T U
UC
TR
X S 105
 E .
U C
Calendar Assignments (cont.)
O D
 Calendar Types
P R
 There are three calendar pools:
R E
 Global calendar pool
O T
N
O
 Contains calendars that can be used by all projects in the
database.
. D
N T
 Available for all resources and activities in the database.

E
M
 Resource calendar pool

CU
 Contains separate calendars for each resource.

O
 Available for resources.

D
S
 Project calendar pool

R E
U
 Contains a separate pool of calendars for each project.

C T Available for the current project only.

R U
S T
X 106
 E .
Calendar Assignments (cont.) U C
 Calendar Assignments
O D
R
 Use the Select Activity Calendar dialog box toPselect the
R E Calendars
T
calendar an activity should use in the project.
O N
can be global or project specific.
O
 Go to : Enterprise, Calendar, Global, Add, Type of New Calendar Name, Select, Edit, Modify, Ok

D
,Close

T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 107
 E .
UC
Undo
O D
P R
 Undo capability is provided in some areas of Primavera, enabling

R E
you to undo errors in the Activities window and the Resource
Assignments window. Go to ; Edit, Undo
O T
N
 You can only undo modifications in the General, Status,

O
Resources, and Relationships tabs of Activity Details.
D
T .
 You can only undo activity code value assignments that were

N
assigned using the columns in the Activities window.
E
U M
O C
S D
R E
T U
UC
TR
X S 108
 E .
C
Workshop 3 O D U
P R
 Adding Activities R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 109
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Adding Activities
O C
S D
R E
TU
UC
TR
X S 110
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 7
O C
S D
R E
TU
UC
TR
X S 111
 E .
Lesson Objectives UC
O D
P R
 Create a network logic diagram
R E
 Differentiate between the four relationship
O T types
N
 Create relationships in the Activity Network
 Create relationships in Activity D O
.
Details

N T
E
U M
O C
S D
R E
TU
UC
TR
X S 112
 E .
Network Logic Diagram U C
OD
 A Network Logic Diagram is a logical representation of P R
E
all the

T R
activities in a project showing their dependency relationships.

N O
O
 Precedence Diagramming Method

creating a network logic diagram. T.

 Precedence Diagramming Method (PDM) D is a technique used for

EN
U M
O C
S D
R E
T U
U C
T R
XS 113
 E .
U C
Network Logic Diagram cont.

O D
P R
Precedence Diagramming Method (PDM)
R E
O T
N
 A box represents each activity.


D O
Lines with arrows connect the boxes and represent relationships
between activities.
T .
E N
U M
O C
S D
R E
T U
UC
T R
X S 114
 E .
Network Logic Diagram . C
U
cont

O D
Predecessor
P R
 Controls the start or finish of another activity
R E
Successor

O T
N
 Depends on the start or finish of another activity

D O
Start with either the first activity in the network and enter each successor,
.


T
or start with the last activity in the network and enter each predecessor
N
E
U M
O C
S D
R E
T U
UC Predecessor
T R Successor to

X S to Act. B Act. B
115
 E .
Relationship Types U C
D
O
P R
 There are four types of relationships. In the following
R E
activity B represents the successor. O T
diagrams, activity A represents the predecessor and

N
1) Finish-to-Start (FS)
D O
3) Finish-to-Finish (FF) NT
2) Start-to-Start (SS)
.
4) Start-to-Finish (SF)M
E
C U
D O
E S
U R
C T
R U
S T
X 116
 E .
UC
Relationship Types
O D
P R
R E
Finish to Start (FS) O T
N
O
When A finishes, then B can start.
D
T .

EN in Primavera.
Default relationship type
U M
O C
D
A B
S
First EActivity
U R Second Activity

C T
R U
S T
X 117
 E .
UC
D
Start to Start (SS) P R O
When A starts, then B can start. R E
T


NO
A
D O
T.
EN
First Activity

U M
O C
S D
RE
B
T U
C
Second Activity
R U
S T
X 118
 E .
UC
D
Finish to Finish (FF) P R O
When A finishes, then B can finish. R E
T


NO
A
D O
T.
First Activity
EN
U M
O C
S D
R E B
T U
C
Second Activity

R U
S T
X 119
 E .
UC
D
Start to Finish (SF) P R O
When A starts, B can finish. R E
T


NO
A
D O
T.
EN
First Activity

U M
O C
S D
R E B
T U Second Activity
UC
TR
X S 120
 E .
Relationships with Lag U C
D
O
LAG
P R
R E
 specifies an offset or delay between an activity
successor. It can be added to any typeOofT relationship
and its

and can be a positive or a negative N

O
value.
 Lag is scheduled based on theD
T . calendar selected in the
General tab in the ScheduleN
Efor scheduling lag:
Options dialog box. There
M
are four calendar options
U


O C
Predecessor activity calendar


S D
Successor activity calendar

R E
24-hour calendar

T U
Project default calendar

UC
TR
X S 121
 E .
Relationships with Lag (cont.) U C
O D
 Below are two examples of relationships withPlag: R
R E be start
after 7 days of plastering activity completionT (FS 7d indicates
 Finish-to-Start with Lag - the painting activity can
O
N 7 days of lag.)
there is a finish-to-start relationship with

D O
T .
EFSN7d
M
A B

C U Masonry Wall Painting

O
Masonry Wall Plastering

S D
R E
T U
UC
T R
XS 122
 E .
Relationships with Lag (cont.) U C
O D

P R
Start-to-Start with Lag - The following example shows that the

R E
Install Interior Belt Conveyors activity can start five days after the
T
Construct Building Exterior and Structure activity starts.
O
N
A
D O
T .
N
Construct Building
E
Exterior and Structure

U M
O C Install Interior Belt Conveyors activity can

S D start five days after Construct Building

E
Exterior and Structure activity starts.
R
U SS 5d
C T B

R U
T
Install Interior Belt

X S Conveyors
123
 E .
Creating Relationships in Activity Details U C
O D
P R
 Assigning Lag
E
R activity and
 Lag specifies an offset or delay betweenTan
O
its successor. You can adjust the lagNbetween an activity
D O
and its successor in the Relationships tab.
T .
EN
Go to : Details, Relationship, Add (-),(+) lag

U M
O C
S D
R E
T U
U C
T R
XS 124
 E .
Creating Relationships in Activity Details U C
D
Ocreate
 You can also use the Relationships tab in ActivityRto
relationships within the project. When creating E Pa
R
relationship in Activity Details, the defaultT relationship
type is Finish-to-Start. N O
Go to: Details, relationship, activity name, Assign

D O
(successor),select, Assign, close, schedule (F9).

T .
EN
U M
O C
S D
R E
T U
U C
T R
XS 125
 E .
Creating Relationships in the U C
O D
Activity Network
P R
 The Activity Network is useful when sequencing R E
activities because it displays the activities O T graphically as
Nnetwork, Select (WBS Name)
O
you create the relationships. Go to: Activity

. D
N T
E
U M
O C
S D
R E
T U
UC
TR
X S 126
 E .
Creating Relationships in the UC
Gantt Chart (cont.) O D
P R
R E
 Creating a Start-to-Start Relationship
T
You can create a relationship betweenO activities by
N
D O
.
Go to :clicking and dragging your mouse between the two activities.


N T
The left edge of the activity represents the start of the activity.
E
M
 The right edge of the activity represents the finish of the
activity.
CU
D O
E S
U R
C T
R U
S T
X 127
 E .
Viewing Relationships in Activity Table DU C
R O
P
 You can also view/modify relationships in the Activity
E
Table and Gantt Chart.
T R

N O
Activity Table - Displays the Predecessors and Successors

O
columns.

. D
Go to: Columns, customize, available options, group & sort, list, click select columns
,apply, ok
T
EN
U M
O C
S D
R E
T U
UC
T R
XS 128
 E .
C
Workshop 4 D U
R O
 Creating Relationships
EP
T R
NO
D O
T .
EN
U M
O C
S D
R E
TU
UC
TR
X S 129
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Creating Relationships
O C
S D
R E
TU
UC
TR
X S 130
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 8
O C
S D
R E
TU
UC
TR
X S 131
 E .
Lesson Objectives UC
O D
P R
RE
 Perform a forward and backward pass
 Define float and its impact on a scheduleT
 Identify loops and open ends NO
 Calculate a schedule D O
T .
EN
 Analyze the scheduling log report

U M
O C
S D
R E
TU
UC
TR
X S 132
 E .
Critical Path Method Scheduling U C
O D
R
 Critical Path Method (CPM) is an scheduling technique
P activity
utilized to calculate project schedules. CPM Euses
T R
O
durations and relationships between activities to
N is done in two
calculate schedule dates. This calculation
passes through the activities in aO
. D project.
T
EN
 Critical Path


U M
The critical path is the series of activities that determines a

C
project's completion date.


D O
The duration of the activities on the critical path controls the

S
duration of the entire project; a delay to any of these activities

R E
will delay the finish date of the entire project.

T U
Critical activities are defined by either the total float or the

UC longest path in the project network.

TR
X S 133
 E .
Data Date U C
OD
P R
 Data date is the date that is utilized as the
R E starting
point for schedule calculations.
Date used to schedule all remaining work.O
T
N


O
 During the Planning phase the data date should
D
match the project start date.
T .
EN
U M
O C
S D
R E
T U
UC
TR
X S 134
 E .
UC
Data Date Line
D
Data Date

R O
J F M A M J J A S

P
Schedule

R E
O T
N
Time

D O
Resource

T .
E N
M
Resource

U
Quantity
(person-

C
days)

D O
S
Time

R E
Cost

T U
C
$

R U
S T
X Time 135
 E .
U C
Scheduling Concepts (cont.)
O D
P R
 Forward Pass
R E


O T
The forward pass calculates an activity's early dates.

N
Early dates are the earliest times an activity can start and

O
finish once its predecessors have been completed.
D

T .
The calculation begins with the activities without
predecessors.
E N


U M
Early Start (ES) + Duration - 1 = Early Finish (EF)

O C
S D
R E
T U
UC
TR
X S 136
 E .
UC
O D
A P R
R E
T
5
ES 1 EF 5
NO
D O C
T . 15

E N E S 11 EF
M
25

B CU
D O10
E S 1 S E F 10
R E
CTU
R U F o rw a rd p a ss

S T
X 137
 E .
U C
Scheduling Concepts (cont.)
O D
P R
 Backward Pass
R E


O T
The backward pass calculates an activity's late dates.

N
Late dates are the latest times an activity can start and finish

O
without delaying the end date of the project.
D

T .
The calculation begins with the activities without successors.

E N
Late Finish - Duration + 1 = Late Start

U M
O C
S D
R E
T U
UC
TR
X S 138
 E .
UC
O D
P R
Backward pass
R E
O T
LS 6 LF 10
N
D O
A
T .
5
E N
M
ES 1 EF 5 LS 11 LF 25

CU C
D O 15

E
LS 1 S 10
LF ES 11 EF 25

U R
C T B
R U 10

ST
ES 1 EF 10

X 139
 E .
Scheduling Concepts (cont.) U C
O D
P R
 Total Float
R E


O T
The amount of time an activity can slip from its early start

N
without delaying the project.


D O
The difference between an activity's late dates and early

.
dates.

N T
Activities with zero total float are critical.
E


U M
An activity's total float is automatically calculated each time

C
you schedule the project. You cannot edit an activity's float

O
values directly.
D
S
Late date - Early date = Total Float (TF)

R E
T U
UC
TR
X S 140
 E .
U C
Total Float D
RO
LS LF

Positive float E P
T R
ES EF
O
N Positive float
O
D LF
.
LS
Zero float
N T
(critical) E
ES
U M EF
C
OLS
S D LF

Negative Float
R E
(extremely
T U
UC
critical) ES EF

T R
S
Negative float
X 141
 E .
UC
O D
R
Backward pass

E P
LS 6 LF 10

T R
A NO
O
5
ES 1 EF 5
. DLS 11 LF 25
TF = 5
N T
E C
U M 15
LS 1

O C
LF 10 ES 11
TF =
EF 25

D
0
B
ES
R
10

TU ES 1 EF 10

C
TF = 0

R U
ST
Forward pass

X 142
 E .
Scheduling Concepts (cont.) UC
O D
P R
 Backward Pass with Required Finish
R E
T
 One of the most common project scenarios is a required finish date
O
N
for the project.

O
 Used only during the backward pass.

D
T .
 Required finish date specifies when the project must finish

N
regardless of the network's duration and logic.
E
M
 Late Finish - Duration + 1 = Late Start

U
O C
S D
R E
T U
UC
TR
X S 143
 E .
Backward pass
UC
O D
Critical Activities
P R
LS 1 LF 5
R E
O T
Must Finish By:
A N
Day 20*
5
O
D LS 6 LF 2520*
ES 1 EF 5
T .
TF = 0
EN
U M C
O C 15

D
LS -4 LF 5 ES 11 EF 25

E S TF = -5
R B
U
T
C ES 1
10  Which activities are critical

R U EF 10 based on Total Float?

S T TF = -5
X 144
 E .
UC
O D
R
Backward pass

E P
R
LS 1 LF 5

O T
Must Finish By:
A N
Day 20*
5
O
D LS 6 LF 2520*
ES 1 EF 5
T .
TF = 0
EN
U M C
O C 15

D
LS -4 LF 5 ES 11 EF 25

E S TF = -5
R B
U
T
C ES 1
10  Which activities are critical

R U EF 10 based on Longest Path?

S T TF = -5
X 145
 E .
Scheduling Concepts UC
(cont.)

O D
Circular Relationships (Loops)
P R
R E
 Loops indicate circular logic between two activities.
O T
N
 Primavera will not calculate a schedule until the loop is
eliminated.
D O
T .
 A dialog box is displayed listing the activities in the loop

E N
U M
O C
BA1010
S D BA1020 BA1030

R E
T U
UC
TR
X S 146
 E .
U C
Scheduling Concepts (cont.)
O D
P R
 Open Ends
R E


O T
Open Ends are activities without a predecessor or successor.

N
 No predecessor - Activity uses data date as its Early Start.

O
 No successor - Activity uses project finish as its Late Finish

. D
T
 Open-ended activities can portray an unrealistic amount of
positive total float.
E N
U M
O C
S D
R E
T U
UC
TR
X S 147
 E .
Open Ends cont. U C
O D
P R
R E
10
T 70 FINISH

NO
START

D O
T .
50N
20 30
E 60 80 90

U M
C
O 40
D
S recommends that each project have only two
R E
NOTE: Primavera

T
open ends,U the start milestone activity and the finish milestone

U C
activity.

STR
X 148
 E .
UC
O D
Open Ends cont. R
EP
10 Oops! Open T R 70 FINISH

ends.
NO
START

D O
T .
50N
20 30
E 60 80 90

U M
C
O 40
S D
R E
Notice the relationship between activity 30 and 50 is missing,

T U
creating two additional open ends.

UC
What will happen when this network is scheduled?
TR
X S 149
 E .
U C
Scheduling a Project
O D
R
Pdates
 When you schedule a project, activity
R E are
calculated according to durations and logic.
T
 Mark the Log to file checkbox to O
N record scheduling
results in a log file (.txt). O
D note the change in the
 After you schedule the project, T .
position of activities onEthe N Gantt Chart. Activities are
displayed accordingUM to their calculated start and finish
O C are displayed in red.
dates. Critical activities

S D
R E
T U
UC
TR
X S 150
 E .
UC
Scheduling a Project (cont.)
O D
P R
 Schedule Log
R E
T including:
 The Schedule Log records scheduling results,
O
 Scheduling/leveling settings
N
 Statistics
D O
 Errors
T .
 Warnings
E N

U M
Scheduling/leveling results
 Exceptions
O C


S D
Go to :Schedule or (F9), View Log, Close, Schedule.

R E
T U
UC
TR
X S 151
 E .
U C
Driving Relationship D O
P R
 An activity may have a relationship from a predecessor
R E
that determines its Early Start. This logic tie
O T is called a

N
Driving Relationship.

O
A solid relationship line indicates a driving relationship.
D a non-driving relationship.

T .
A dashed relationship line indicates

EN
U M
O C
S D
R E
T U
UC
T R
XS 152
 E .
Driving Relationships cont. UC
O D
P R
R E
A
O T
5
N
ES 1 EF 5
D O
T .
EN C
U M 15

O C ES 11 EF 25

S D
R E B
U
Driving Relationship

C T 10

R U ES 1 EF 10

S T
X 153
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Scheduling
O C
S D
R E
TU
UC
TR
X S 154
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 9
O C
S D
R E
TU
UC
TR
X S 155
 E .
UC
Lesson Objectives
O D
P R
 Apply an overall deadline to a project
 Apply a constraint to an individual activityT R E
 Add notebook topics to constrained N O
activities
O
D types
 Describe the available constraint
T .
EN
U M
O C
S D
R E
TU
UC
TR
X S 156
 E .
Constraints U C
OD
P R
 Constraints are imposed date restrictions used
R Ethe logic.
to reflect
project requirements that cannot be built into
O T
 Use constraints to build a schedule that
reflects the real-world aspects O
N more accurately

D impose a restriction on
of the project, provide
added control to the project, .and
N T
E
the entire project or an individual activity

U M
Constraints are user-imposed.
Two constraintsC
O
 can be assigned to an activity.

D
S the new dates.
After applying a constraint, the project must be rescheduled to

R E
calculate

T U
U C
T R
XS 157
 E .
U C
Commonly Used Constraints (cont.)
O D
P R
 Must Finish By
R E
Used when an overall project deadline must be


O T met.

N
Forces all activities in the project to finish by the date (and
time) specified.
D O
T . assign a Must Finish By of
By default, the time associated
 to the Must Finish By date is

ENmust be finished by the end of the

set to 12:00 am. If you

M
________, the project
day ______.
Affects the totalC
U


D O float of the entire project.

S step is to reschedule the project to see the effect of

Must be applied
 in the Projects window on the Dates tab.

R E
The next
U


C T
the imposed deadline on the late dates and total float in the

U
project plan.
R
XST 158
 E .
Start On or After UC
O D
P R
R
 Forces the activity to start no earlier thanTthe
E
 Used to set the earliest date an activity can begin.

constraint date
N O
D O
 Pushes the early start to the constraint date
.
 Affects the early dates of its Tsuccessors
EN
U M
LS O C
LF LS LF
D
SA
R E B
T U
UC ES * EF
R
ES EF

S T
X 159
 E .
Finish On or Before UC
O D
 Used to set intermediate completion points
P R
R E
T
 Forces the activity to finish no later than the constraint
O
date
N
D O
 Pulls the late finish date to the constraint date
T .
N
 Affects the late dates of its predecessors
E
U M
O C
S
LS D LF LS LF *
R E
T U A B
UC
TR
X S ES EF ES EF
160
 E .
UC
Commonly Used Constraints (cont.)
O D
P R
 Start On
R E
Forces the activity to start on the constraint date.
O T
N start.
Shifts both early and late start dates.


byO
Delays an early start or accelerates a late


Used to specify dates submittedD

T .
 contractors or vendors.
 Start On or Before
E N

U M
Forces the activity to start no later than the constraint date.


Affects the O
C
Shifts the late start to the constraint date.

D
 late dates of its predecessors.

E S
Used to place
 a deadline on the start of the activity.

U R
C T
R U
S T
X 161
 E .
UC
Commonly Used Constraints (cont.)
O D
P R
 Finish On
R E


O T
Forces the activity to finish on the constraint date.

N
 Shifts both early and late finish dates.

O
 Delays an early finish or accelerates a late finish.

. D
T
 Used to satisfy intermediate project deadlines.
 Finish On or After
E N

U M
Forces the activity to finish no earlier than the constraint date.


Affects the O
C
Shifts the early finish to the constraint date.

D
 early dates of its successors.


E S
Used to prevent an activity from finishing too early.
R
C TU
R U
S T
X 162
 E .
U C
Commonly Used Constraints (cont.)
O D
P R
 As Late as Possible
R E


O T
Delays an activity as late as possible without delaying its

N
successors.

O
Shifts the early dates as late as possible.


. D
Also called a zero free float constraint.
T


 Mandatory Start and Finish

E N
Affects late datesU
M
Forces early and late dates to be equal to the constraint date.



May violateO
C of predecessors and early dates of successors.

D
 network logic.

E S
U R
C T
U
STR
X 163
 E .
UC
Commonly Used Constraints (cont.)
O D
P R
 Adding Notebook Topics
R E
O T
 When a constraint is assigned to an activity, it is
N
recommended that you add a note to document why the
constraint was assigned. O
Din the Activities window to
T
 You can use the Notebook tab .
document these reasons. EN
U M
O C
S D
R E
TU
UC
TR
X S 164
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Assigning Constraints
O C
S D
R E
TU
UC
TR
X S 165
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 10
O C
S D
R E
TU
UC
TR
X S 166
 E .
UC
Lesson Objectives
O D
 Group activities according to a specific criteriaP R
R E
 Sorting of activities
O T
 Apply a filter N
 Create a filter D O
T .
EN
U M
O C
S D
R E
T U
UC
STR
X 167
 E .
Grouping Data U C
O D
P R
 GROUPING is a flexible way to organize data into categories that
share a common attribute.
R E
O T
 You can group data to customize layouts, which can be used for
reporting purposes.
N
O
 You can quickly view subtotal data in the group title bands, view
D
T .
summary bars in the Gantt Chart, and summarize data for reporting

N
purposes.
E
U M
O C
S D
R E
T U
UC
TR
X S 168
 E .
U C
Group and Sort Dialog Box
O D
R
 The Group and Sort dialog box is used to set up how you want to
organize activities on screen.
E P
 Show Grand Totals — Mark to display a grand total row at the top
T R
O
of the layout. Group and sort by icon-> check show grand total.

N
 Show Summaries Only — Mark to hide the activities within each
group title band. Group and sort by icon-> check show summary

D O Group and sort by icon-> group by-> start -> by monthl to undo select WBS.

.
 Group By — Lists data items used to group the current display.

T
 Indent — Available if the data item selected is hierarchical.
N
E
 To Level — Indicates the number of levels to display when grouping

M
by a hierarchical data item.

C
the selected data item.U
 Group Interval — Indicates the interval by which you want to group

D O
 Font & Color — Displays the font/color for each group title band.

E S
 Show Title — Mark to display the name of the field that the layout is

R
grouped by; the value will also be displayed.

T U
 Hide if empty — Mark to hide the group title bands that do not

C
contain activities.

R U Go to : Group & Sort, Customize, Select (Display Options), Apply, Ok.

S T
X 169
 E .
U C
Grouping By Date
O D
 Grouping a layout by date allows you to identify activities that are
P R
scheduled to occur within a particular time period.
R E
Example : Grouping by (Start)
O T
N
Go to: Group & Sort by, Customize, Select-Group By (Start) , Select-Group Interval( Month),Apply,

O
Ok

. D
N T
E
U M
O C
S D
R E
T U
UC
TR
X S 170
 E .
Collapsing/Expanding Grouped Data DU C
R O the
 You can collapse / expand group bands to control
level of detail you are viewing at any point R E P
 In the Activity Table, you can view summary T
in time.

displayed columns. N O information for the

 In the Gantt Chart, summary bars O

. Dband.
are displayed to represent
T
EN
the start/finish dates in each group
 Go to : View, Expand All, or Collapse All.

U M
O C
S D
R E
T U
U C
T R
X S 171
 E .
Sorting Activities UC
 Sorting determines the sequence in which activities are listed within
O D
each group band. Based on the data item you choose, you can sort
P R
alphabetically, numerically, or chronologically.
R E
O T
N
Example : Sorting Numerically
Go to : Click on Original Duration Columns (Arrow must be pointed downward)

D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 172
 E .
Filtering Activities U C
O D
 Filter is a set of instructions that determines which
P R
activities should display on screen.
R E
O T
 Filters enable you to create customized layouts by
N
limiting the number of activities displayed - helping you
to focus on critical activities.
D O
.
 A set of pre-defined filters is provided, as is the ability to
T
create user defined filters of your own.
N
E
 Filters are divided into the following groupings:
 Default
U M
C
 Global

O
 User Defined


S D
One or more filters may be applied to a layout at a time.

R E
Multiple criteria for selection may be used within a single filter.

T U
Filter specifications can be saved and reapplied.

C
 Filters can be saved as part of a layout.

R U
S T
X 173
 E .
Filtering Activities UC
O D
1060 1140
P R
E 1020
1120
A series of statements
1010
T R
O
which determine the 1040
1090
activities to be displayed
N 1080
O
on screen.

D
1070

1030N T . 1000
E
U M 1110
Legend

O C 1100
D
PRCH IT SLS ADMN

E S FILTER
U R
C T DEPT = ADMN
R U
ST
1110 1120
X 174
 E .
UC
Filtering Activities (cont.)
O D
P R
Applying a Default Filter
R E
 To view activities with Total Float less than
O T or equal to
N
zero, you can run the Critical default filter.

D O
 The Filtering layout displays all activities in the project,
T
but highlights only the critical.activities (Total Float less
than or equal to zero). EN
U M
 Go to: Filter, Customize, Select -Default (example : Critical), Apply, Ok.

O C
S D
R E
T U
UC
TR
X S 175
 E .
U C
Filtering Activities (cont.) D
O
 Filter Dialog Box R
P layout.
All Activities - Mark to show all activities in theEcurrent


Show activities that match - When more T

R
O
 than one filter is
marked, you must define the join by selecting
N one of the
following options:
O
D the activities that meet the
criteria of each selected filterT .
All selected filters - Mark to include


ENto include the activities that meet the

M
Any selected filter - Mark


C U
criteria of at least one of the selected filters


D O
Replace activities shown in current layout - Displays only

S activities in current layout which match criteria -

the activities that meet the criteria of each selected filter.

R E
Highlight


T U
Highlights only the activities in the current layout that meet the
C
RU
criteria of each selected filter.

S T
X 176
 E .
Creating Filters (4 weeks look ahead) U C
O D
 Filtering by a Single Criteria
P R
 You can create filters using various levels ofEcomplexity.
R
T life cycle of a
 A convenient filter to use throughout O the
N the activities that
O amount of time,
project is a look ahead filter. It displays
are scheduled to occur within aDgiven
T .
 You will execute the new N
E the next month. You will save
filter to display all activities

U
scheduled to occur within M
the layout with a new
O C name, One Month Look ahead.

S D
Example: 1 Month look Ahead

R E
 Go to : 1). Select : 2 weeks look Ahead ( Global) , Copy and Paste.

U
 Go to : 2) Under defined, select : 2 week look Ahead, modify, Rename the Filter Name (1 Month

C T
look ahead),modify Value field (CD+1M), ok, apply, ok

R U
S T
X 177
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 178
 E .
UC
O D
R
Go to : 1 Month Look Ahead, modify, Edit (Value : CD+1M ,Ok, Apply, OK

EP
T R
NO
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 179
 E .
UC
Ex: 4 weeks look Ahead , from Feb 15,2020 to March 15,2020
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 180
 E .
U C
Creating Filters (cont.)
O D
P R
 Filtering by Multiple Criteria
R E
O T
 You may need to create a filter that contains multiple
N
selections. More than one criteria can be selected in the
Filter dialog box. O D
 Ex: Not started and In progress
T .
EN
 Go to :

M
 1).Filter By, Customize, Copy and paste (Not started and In progress) Default Filter to User
defined Filter .

CU

D O
2) Go to : Filter By, Customize, New, Edit Filter Name (Not started and In progress), click (Any of

S
the following), click Parameter (Activity status), click Is (equals), click Value (In progress).


R E
And click (Any of the following), click Parameter (Activity status), click Is (equals), click Value (Not

U
started), Ok, Apply, Ok.

C T
R U
S T
X 181
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 182
 E .
Creating Filters (cont.) U C
 Applying the All Activities Filter O D
R
P run the
E
 To refresh your screen with all activities, you can
R
All Activities filter. T O
N
Go to: Filter by, Customize, All activities, Select (Default, Global, User defined), Apply, Ok.

D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 183
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M
Formatting Schedule Data
O C
S D
R E
TU
UC
TR
X S 184
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 11
O C
S D
R E
TU
UC
TR
X S 185
 E .
Lesson Objectives UC
O D
 Assign resources to activities P R
R E
 Assign cost to activities
O T
N
D O
T .
EN
U M
O C
S D
R E
TU
UC
TR
X S 186
 E .
UC
3 types of Resources
O D
P R
• Labor Resources :
R E
referring for people/manpower.
• Non labor Resources :
O T
referring for equipment and cost
• Materials Resources :
N
referring for Materials/supplies.

D O
T .
EN
U M
O C
S D
R E
T U
UC
T R
XS 187
 E .
Creating and Adding Resources U C
O D
• New resources are added and deleted in a similar way to adding
P R
Activities in the Windows.
R E
T
Go to : File ,Open, Select Access Mode (Exclusive) ,Open (Once the Project is open).

O
N
Go to : Resources , Display, Filter by, All Resources (All resources must display on Resources
Windows), Pinpoint your mouse on last Resource Name, Add , Indent (move left , type (

O
Resources ID __& Resources Name is your Project Name), Add, (Newly added resources is under

. D
the Project Name), Add, Add, ( indent the newly resources using arrows (down, up,left & rigth).

N T
E
U M
O C
S D
R E
T U
UC
TR
X S 188
 E .
Creating and Adding Resources U C
Cont’s

O D
 Modifying/adding some information on a certain activity name in
P R
General tab
R E
Go to : Resources
O T
, General, Optional (Employee ID, Title, E-mail Address, Office Phone).

N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 189
 E .
Creating and Adding Resources UC
Cont’s

O D
 Modifying/adding some information on a certain activity name in
P R
Details tab.
R E
O T
Go to : Resources , Details, Select (Resource type),Select (Unit of measure), Select
(Currency),Select (Calendar),Select (Default unit/Time).
N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 190
 E .
Creating and Adding Resources UC
Cont’s

O D
 Modifying/adding some information on a certain activity name in
P R
Units & Price tab
R E
O T
N
Go to : Resources , Select (Units & Price), type (Standard Rate).

D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 191
 E .
U C
Formatting Resource Columns
O D
P R
E
• The resource columns must be customize for easy reference
Go to :Details

T R
, Select tab (Resources), Right click (Customize Resource Columns),Available

O
Options, Group and Sort By, List, Select, Add to list, Apply, Ok.

N
O
Like : (Resources ID Name, Budgeted Units, Budgeted Units/Time, Original Duration, Price/Unit,

D
Budgted Cost)

T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 192
 E .
Planning Costs UC
O D
R
Costs
P
E
Are planned and managed at the activity level. There are two types
of costs:
T R

O
Resource - Calculated based on resource assignments.
N entered.
O
 Expense - Lump sum costs that are manually
Resource
. D based on the Price/Unit
T
N and the Budgeted Units assigned
The cost of a resource can be calculated
E
defined in the resource dictionary,
to the activity.
U M
Formula:
O C
D
• Budgeted Units = Budgeted Units/Time x Activity Duration
S Cost = Budgeted Units x Price/Unit
E
• Budgeted
R
T U
U C
STR
X 193
 E .
Planning Costs (cont.) U C
 Summary Tab
O D
 Use the Summary tab to display unit, cost, or date information for
P R
the selected activity.
R E
O
 Select Display Cost at the bottom of the page to display the T
N
itemized and total cost of the selected activity. The activity's costs

D O
are broken into: Go to : Details, Summary, Select (Activity Name), Display Cost, No
Bottom layout.
T .


E N
(Labor Cost, Nonlabor Cost, Material Cost, Expense Cost, Total Cost)

U M
O C
S D
R E
T U
UC
TR
X S 194
 E .
U C
Assigning Resources to Activities D
O to
P R
E
 Any resource defined in the resource dictionary can be assigned
R
 An unlimited number of resources can be assignedTto an activity.
an activity.

Go to : Activities ,Details
N O
, Select tab (Resources), Pinpoint your mouse on the activity

O
name to which resources can be assign, Select (Add Resource), Select (Resource Name), Assign

D
T .
EN
U M
O C
S D
R E
T U
UC
T R
X S 195
 E .
C
Workshop 5 & 6 D U
R O
 Creating , Assigning Resources and Cost
EP
T R
NO
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 196
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M
Assigning Resources and Costs
O C
S D
R E
TU
UC
TR
X S 197
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 12
O C
S D
R E
TU
UC
TR
X S 198
 E .
Lesson Objectives UC
O D
 Display the Resource Usage Profile and Spreadsheet P R
R E
T
 Display Activity Usage Profile and Spreadsheet
 Format a profile
N O
 Format the timescale
D O
T .
EN
U M
O C
S D
R E
T U
UC
T R
XS 199
 E .
Resource Analysis Settings UC
 You can determine the level of detail displayed on resource/cost
O D
usage profiles/spreadsheets.
P R
 All Projects
R E
O T
 All closed projects - Displays resource/cost usage across all

N
projects that have been summarized in the EPS as well as open

O
projects.

. D
 All closed projects with a leveling priority - When electing to

N T
show remaining values for open versus closed projects, choose
E
this option to include data for all closed projects with a specific
leveling priority.
U M
C
 Opened projects only - Focus on resource/cost usage in the

O
D
projects currently opened.


E S
Time-Distributed Data

R
 Display data based on Remaining Early or Forecast dates.

U
C T  Select the time interval for storing live resource allocations: Hour,

U
day, week, or month.

TR
S
 Go to : Edit, User Preferences, Resource Analysis, Select (All Projects).

X 200
 E .
Resource Usage Profile U C
 The Resource Usage profile provides a graphical view of unit/cost D
O from
distributions over time. It displays the amount of effort needed
P R
each resource/role on the project during each time period.
R E
 Use the profile to determine how many hours each
O T resource is
N
scheduled to work; identify over-allocated resources; track

D O
expenditures per time period; and display a "banana curve" to
compare early and late dates.
T .

which you have access. E
N
View unit/cost distributions from a specific project or all projects to

U M
C
 View resource or role allocations.

O
Go to : Resource Usage Profile, Display left side (Current Projects Resources), Display

D
S
right side (Open Projects Only).

R E
T U
U C
T R
XS 201
 E .
Resource Usage Profile (cont.) UC
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 202
 E .
Resource Usage Spreadsheet U C
O D
Displays unit, cost, or earned value data by activity over time.
P R
Use this type of layout to review per period and rolled up activity
R E
resource/cost data.
O T
N
Go to: Resource Usage Spreadsheet, Display (Current Project Resources), Display (Current
Resources Assignment), Display (Open Project Only), Select (Display Activities for Selected).

D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 203
 E .
Activity Usage Spreadsheet U C
O D
R
 Displays unit, cost, or earned value data by activity over time.
 Use this type of layout to review per period and rolled up activity
EP
T R
resource/cost data. Go to : Activity Usage Spreadsheet,Edit (spreadsheet fields),
Select (Cum Budgeted Total Cost),Apply, Ok.

NO
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 204
 E .
Activity Usage Profile (S-Curve) U C
O D
R
The graph display of cumulative cost, labor cost, percentage of
work, or other quantities, plotted against time.
E P
T R
Go to : Activity Usage Profile, Show Usage for (select :All Activities),Display Activities for selected

O
(select : Time Period),Display (select: Open Project Only), Rigth click, activity usage profile

N
options, Display (Cost),Filter for Bar/Curve (Total), Show for Bar/Curve (budgeted total,
baseline),apply, ok.

D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 205
 E .
Resource Usage Profile Formatting (cont.) U C
 The Resource Usage profile can be modified by O
D
P R
adjusting Data and Graph settings in the Resource
R E
Usage Profile Options dialog box.
O T
N
O
Go to : Resource Usage Profile, Right click on Display Area (Select Resource Usage Profile

D
Options),Data , Select (Display, Show Bars/Curves, Show Remaining Bars As, Additional Data

T .
Options),Apply, Ok

Nor costs.
 Data settings:
E
M
Display - Select to display units


Cumulative curves andU

Show Bars/Curves - Mark
 to display By Date (periodic) bars and/or

O C format their colors.

hatched colorD
Show Remaining
 Bars As - Select a solid color to display early bars and a

S Data Options - Mark to display a line indicating resource limits,

to display late bars.

R E
Additional


T U overtime units.
resource/role over-allocation in red, a line indicating resource availability, or

C
resource

R U
S T
X 206
 E .
Resource Usage Profile (cont.) UC
O D
 Data settings:
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 207
 E .
Resource Usage Profile (cont.) U C
O D
R
 Formatting the Profile
 Graph settings:
E P

T R
Vertical Lines - Choose to display major/minor sight lines based on
the timescale interval.
NO
O
 Horizontal Lines - Choose the line style and color.

. D
Go to: Resource Usage Profile, Right click on Display chart area, Select (Resource

N T
Usage Profile Options),Graph, Select (Vertical & Horizontal lines, show legends,3D Bars,

E
Background color, Calculate Average), Apply, Ok.


U M
Additional display options:

C
 Show Legend - Display the data item each color represents.


D O
3D Bars - Add a third dimension to the bars.


E S
Background Color - Specify the color displayed in the

R
background of the Resource Usage profile.

T 
U
Calculate Average - Specify the values you want to use to divide

UC the timescale interval totals.

TR
X S 208
 E .
UC
Resource Usage Profile (cont.)
O D
 Graph settings:
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 209
 E .
Formatting the Timescale Profile (cont.)DU C
R Oin the
Resource Usage profile and the Gantt Chart.EP
 You can specify the timescale you want to display

T R
O
Timescale Start - Specify the date from which the
 timescale should
start for the profile or Gantt Chart.
N
Date Interval - Choose the units ofD
O

T .shifts.
the timescale in years, quarters,

EN
months, weeks, days, hours and

M
 Go to : Resource Usage Profile, Right click on Display chart area, Select (Timescale),

U
Select (Timescale Format),Select (Timescale start), Select (Font & color),Select (Date

C
Format), Select (Show Ordinals Dates),Apply, Ok.

D O
E S
U R
C T
R U
S T
X 210
 E .
UC
Resource Usage Profile (cont.)
O D
 Timescale settings:
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 211
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Analyzing Resources
O C
S D
R E
TU
UC
TR
X S 212
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 13
O C
S D
R E
TU
UC
TR
X S 213
 E .
Lesson Objectives UC
O D
P R
E
 Create and Assign a baseline plan

T
 Display and View baseline bars on the Gantt Chart R
 Modify the bars on the Gantt Chart
NO
D O
T .
EN
U M
O C
S D
R E
T U
UC
TR
X S 214
 E .
U C
Baseline
O D
R
 A BASELINE is a copy of a project. You can compare a baseline to
P
R E
the current project to evaluate progress. Before updating a schedule

T
for the first time, you should create a baseline plan.

cost, schedule, and resource performance. NO

 Baselines provide a target against which a user can track a project's

D O
T .
 Baseline functionality in Primavera enables you to:
Save an unlimited number ofN

E baselines per project.

time for comparison U

M
Designate one project baseline and up to three user baselines at a


C
to the current project.

D O
E S
U R
C T
R U
S T
X 215
 E .
Baselines UC
(cont.)
O D
P R
R E
O T
N
D O
T .
EN
U M
O C
S D
R E
TU
UC
TR
X S 216
 E .
U C
Creating a Baseline
O D
 You can create a baseline in 2 ways either by:
P R
1) Save a copy of the current project as a new baseline
R E
O T
Go to: Project, Maintain baseline, Add, Select (Save copy of current schedule as

N
baseline), Type (Baseline Name), Ok, Close

D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 217
 E .
UC
Creating a Baseline cont’s
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 218
 E .
Assigning a Baseline U C
O D
 Assigning a Baseline
P R
R E
 Use the Assign Baselines dialog box to choose a project baseline

O T
and/or user baseline for the project. If no baseline is designated as
N
active, the current project plan is used as the baseline.

D O
Project baseline is the baseline selected
 by the project manager for
.
Used for schedule, resource,Tand cost comparison.
the project.

E N


U M
Controlled by the security privilege Maintain Project Baselines.

C
User Baseline assignments
 are user-specific.

D O
Used for schedule
 comparison only.

E S project.
Each user
 can choose a different baseline for comparison to the

R
current

T U
UC
TR
X S 219
 E .
U C
Baselining Cont’s
O D
P R
E
Assigning a Baseline : You can assign a baseline type to
categorize its purpose. This assignment will help you organize
T R
O
the baselines for the project.
N
Assign the newly created project baseline “Outdoor type
Substation Project -B1”.
D O
T .
Go to: Project, Assign baseline, Project Baseline(Select), User Baseline – Primary

N
(Select), Ok,

E
U M
O C
S D
R E
T U
UC
TR
X S 220
 E .
UC
Creating a Baseline Cont’s
O D
P R
 Modifying Bar Labels Tab
R E
 Labels can be placed on any of the bars listed in the dialog box. By
O T
N
adding dates to the bars, you can quickly determine the start and

O
finish dates of the activities when viewing the Gantt

. D
Go to : Bars, Display -Select Baseline Name (Milestone, Primary Baseline),Apply, Ok

N T
E
U M
O C
S D
R E
T U
UC
TR
X S 221
 E .
U C
Viewing Baseline Bars Cont’s

O D
Viewing Baseline Bars & Dates
P R
R
• Select a value in the Row field to determine placement of a bar in E
O T
the Gantt Chart. Go to : Columns, Customize, Date-Select (BL1 Start,BL1 Finish),Add to
list, Apply, Ok.
N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S 222
 E .
Viewing Baseline Bars (cont.) U C
 Editing Bar Style Tab
O D
 The Bar Style tab enables you to specify the shape, color, and
P R
R E
pattern of the bars and endpoints. Go to : Bar, Select-Bar style (Shape, Color,
T
Pattern, Row), Apply, Ok


NO
Shape - Shape of the selected bar's start endpoint, the bar itself, and the
finish endpoint.


D O
Color - Choose the selected bar's start endpoint color, the color of the bar

T .
itself, and the color of the finish endpoint.

N
Pattern - The fill pattern of the selected bar.
E


M
 Row - Displays the position of the bar on the Gantt Chart.

CU
D O
E S
U R
C T
R U
S T
X 223
 E .
U C
Restoring Baseline Cont’s

O D
P R
E
Go to 2) Project, Maintain Baseline, Select -Project Name/Baseline Name (B1), Restore, Yes,

R
Close.

O T
N
D O
T .
E N
U M
O C
S D
R E
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UC
TR
X S 224
 E .
Restoring Baseline UC
Cont’s

O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 225
 E .
Creating a Baseline U C
D
(Cont .)

O
2) Convert another project to a new baseline of the current
project,
P R
R E
T
Go to :Project, Maintain Baseline, Select –Add New Baseline (Convert another project

O
to a new baseline of the project), Select (Project B-1),Assign, Ok, Close.

N
• When you create a baseline, you must select the project to which it

O
will be associated. Baselines can be assigned only to opened

. D
projects. All opened projects are displayed in the Maintain Baselines
dialog box.
N T
E
U M
O C
S D
R E
T U
UC
TR
X S 226
 E .
Creating a Baseline UC
D
(Cont .)

R O
EP
T R
NO
D O
T .
E N
U M
O C
S D
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TU
UC
TR
X S 227
 E .
Saving Baseline Layout UC
O D
R
 Saving the Layout

EP
 The layout now displays the Primary Baseline bars in the Gantt
T R
Chart. If you would like to keep these changes, save the layout .
Go to : lay out, Save
NO
D O
T .
E N
U M
O C
S D
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UC
TR
X S 228
 E .
UC
O D
P R
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O T
N
D O
T .
EN
U M
Baselining the Project Plan
O C
S D
R E
TU
UC
TR
X S 229
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 14
O C
S D
R E
TU
UC
TR
X S 230
 E .
Lesson Objectives UC
O D
P R
E
 Describe several methods for updating the project
R
schedule
O T
 Reschedule the project
N
D O
T .
EN
U M
O C
S D
R E
T U
UC
STR
X 231
 E .
Updating a Project U C
O D
R
Pupdate
 Once a project has started, you need to
R E usage at
the
actual schedule information and resource
O T
N is collected and
regular intervals. Your company will establish a standard
O
update procedure, including how data
D
how often it is updated.
T .
 How Often?
EN
 You may need to UupdateM daily, weekly, or monthly,
depending on the
O C length of your project and how
frequently youDwant to adjust your forecasts.
E S
UR
C T
R U
S T
X 232
 E .
U C
Updating a Project (cont.)
O D
P R
 How Data is Collected
R E


O T
Project Planner/Scheduler will manually enter the actual date,

N resource usage and

resource, and cost information.

O
 Record actual dates and progress, actual
cost, and expense costs.
. D

N
Approve and apply timesheets. T
Team members use theETimesheets
M
 module to update activities.


C U
Project managers review and approve timesheets.

O
 Project managers apply timesheets to the project.

D
S of activities is automatically calculated according to
Auto compute actuals.

R E
The progress

TU
the project plan.

UC
TR
X S 233
 E .
U C
The Data Date D
O
P R
 When updating a project, actual are recorded
R E date is the
for each
T
activity relative to the data date. The data
O
N is scheduled. By
date up to which actual performance data is reported
and the date from which future work
O
D beginning of the day.
T .
default, the data date is set to the
EN
U M
O C
S D
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T U
UC
T R
XS 234
 Data Date

E .
C
Data Date

U
J F M A M J J A S
Line Critical Bar

D
Schedule

Project
R O
Target Bar
Start Date
E P
T R Early Bar

O
Actual Bar

N
O
Time

Resource

. D Solid line represents

T
Budgeted Resource Usage

Resource

E N
M
Quantity
Dotted line represents

U
(person-
days)
Reforecast Resource Usage

O C
D
Time

E
Cost
S Dotted line represents

R
Reforecast Costs

T U
C
$

U
Solid line represents

TR
Budgeted Costs

X S Time 235
 E .
U C
Updating Process
O D
R
 Create a baseline plan.

E
Forecast the new data date with the Progress Spotlight.P
R

 Enter activity progress.
O T
N
 Report resource use and costs to date.

O
 Use suspend and resume dates as necessary.
 Apply actual to the project.
. D
 Perform target analysis.
N T
E
M
 Compare the current plan to the target to analyze variances.


C U
Calculate the schedule.

O
 Be sure to verify the new data date.


S D
Monitor project progress with reports.


R E the project finish on time?

Determine whether project objectives are being met:

TU Is it within budget?
Will


C


R U Are project resources being use effectively?

T


X S 236
 E .
UC
Updating Process (cont.)
O D
P R
 Using Spotlight
R E
 The Spotlight creates a visible statusing Tperiod between
N
the current data date and the next status O date. It also
O
.D
provides a highlighted list of activities that should have
progress during the update period.
N T
E
 Go to : Spot light, line will display.

U M
O C
S D
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UC
TR
X S 237
 E .
UC
Updating Process (cont.)
O D
P R
 Dragging the Data Date
R E
O T
 Highlight the activities to be updated by dragging the
status line to the desired date.
N
Go to : Drag the spotlight line

D O
T .
E N
U M
O C
S D
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UC
TR
X S 238
 E .
UC
Entering Actual
O D
 Once a project is underway, you must enter actual schedule data,
P R
E
resource usage, and expense costs at regular intervals. You may
need to update daily, weekly, or monthly, depending on the time
T R
O
span of your project and how frequently you want to adjust your

N
forecasts. Actual data is different than planned data - actual data
is the real time/cost associated with an activity.

D O
Go to : Details, status, Enter (Duration, Status, Cost)

T .
Enter schedule, resource and cost data in the following order:
 For Completed Activities
E N
M
1. Actual Start and Actual Finish dates
2.

CU
Actual regular units/costs
Actual expense costs
O
3.

D
 For Activities In-Progress
1.

E S
Actual Start date

R
2. Percent complete and or remaining duration

T
3.
UActual regular units/costs and remaining regular units/costs

UC 4. Actual and remaining

T R
X S 239
 E .
UC
Entering Actual (cont.)
O D
P R
 Statusing Milestones
R E
T
 To update a start milestone, mark the activity started and
enter the actual start date. You do not O
N need to enter data
O
.D
in the Finish field because the activity type is a Start
T
Milestone, which has zero duration.
N
E
U M
O C
S D
R E
TU
UC
TR
X S 240
 E .
Entering Actuals (cont.) UC
O D
P R
 Status Activities to Completion
R E
O T
 Three steps must be performed to update an activity to
completion:
Enter actual start and actual finishO
N
Dresources.
 dates.

T .
Enter actual regular units for the

EN
Enter actual expense costs.

U M
O C
S D
R E
T U
UC
TR
X S 241
 E .
UC
Entering Actual (cont.)
O D
P R
 Status Activities in Progress
R E
 Five steps must be performed to update Tan activity in
progress: O N
 Enter Actual Start date.
D O

T .
Enter Percent Complete and/or Remaining Duration.

E N
Enter actual regular units and remaining units for the
resources.
U M

O C
Enter actual overtime units, if any.


S D
Enter actual and remaining expense costs.

R E
T U
UC
TR
X S 242
 E .
U C
Suspending an Activity
O D
P R
 When an activity starts but is unexpectedly delayed
R E it. or
stopped for a period of time, you may suspend
O T
A suspended activity must have an actual
N start.


D O
Use the Status tab to enter suspend and resume dates.

T
Suspend date - The last day that
. work was conducted on the

EN
activity.

Resume date - TheM

 Go to : Details, status, Suspend , Resume.


C U first day that work will continue on the activity.

O
The actual duration excludes suspension time.

S
Use the Log D detail form to explain suspension.

R E
T U
U C
T R
XS 243
 E .
U C
Rescheduling the Project D
O
P R
 Now that actual have been entered, it is time to
R E
reschedule the project based on the new data
activities that did not finish on time willO
T date. Any

N
delay their
successor activities.
D O
T .
 Go to : F9,select new data date,Schedule

EN
U M
O C
S D
R E
T U
UC
T R
XS 244
 E .
UC
O D
P R
R E
O T
N
D O
T .
EN
M
U Execution and Control
Project
O C
S D
R E
TU
UC
TR
X S 245
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Lesson 15
O C
S D
R E
TU
UC
TR
X S 246
 E .
UC
Lesson Objectives
O D
P R
 Describe reporting methods
R E
 Run a schedule report
O T
N wizard
 Create a resource report with the Report
O
D layout
 Create a report using the current
T .
E N
U M
O C
S D
R E
TU
UC
TR
X S 247
 E .
Methods for Performance ReportingDU C
R O
E
 There are many methods to distribute schedule, resource,P and cost

T R
performance information to the project team, including:
 Printed layouts
N O
O
 Printed reports from the Report wizard

. D
Printed reports using User-defined fields
T
EN
U M
O C
S D
R E
T U
U C
T R
XS 248
 E .
U C
Reports Window
O D
 The Reports window displays reports for schedule, resource, and
P R
cost.
R E
Item
O
FunctionalityT
N editing or running
O
1. Command bar Displays options for adding,
reports.
. Dreports available to this
2. Reports List
N T
Displays the list of
project.
E
3. Report Scope
U M
Reports can be global or project-specific. Global

O C
reports link to Portfolio Analysis.
4. Report Group
S D Each report can belong to one report group.

R E
U
5. Report Name Displays the user-defined name of the report.

C T
U
6. Display Options Click to sort and filter the reports, define

TR bar fonts/colors.

X S
 E .
Reports Window (cont.) UC
O D
 Running an Existing Report
P R
 You can report schedule performance using a pre-defined schedule
R E
O T
report. Go to : Tools ,Reports, Reports, Select- Report Group : Schedule(Activity Breakdown
N
by WBS),Right click, Run, Report ,Select –Send Report To (Print Preview), OK, Close.

D O
T .
E N
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TR
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 E .
UC
Reports Window (cont.)
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
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TU
UC
TR
X S
 E .
U C
Reports Window (cont.)
O D
 Run Report Dialog Box
P R
R E
 Use the Run Report dialog to compile and print the selected report.
Print Preview - Preview the report before printing

O T it.

N
Directly to Printer - Compile and print the report.


O
Dand save the report as a
HTML File - Compile and save the report as an HTML file.


ASCII Text File - Choose to compile


T .
N
Field Delimiter - SelectEthe character used to separate categories
delimited text file (.txt).


U M
tab, space) C
of information that you save in delimited text format (i.e. comma,

D O
S
Text Qualifier
 - Select the character used to separate categories of

R Efield delimiter you specify (i.e. " or ')

data that you save in delimited text format (.txt), if the data contains

U
the

C T
R U
S T
X 252
 E .
UC
Reports Window (cont.)
O D
 Run Report Dialog Box (Cont.)
P R
R E
T
 Output file - If you choose HTML File or ASCII Text File, click

O
to specify the file location and name where you want to save
the report.
N
D O
 View file when done - Mark this checkbox to automatically

T .
open the report in your default web browser for an HTML file

EN
or your default text viewer for an ASCII text file.

U M
 Notes - Use to add a comment to the report. Comment

C
appears directly under the report title.
O
S D
R E
T U
UC
TR
X S 253
 E .
Reports Window (cont.) UC
O D
P R
R E
O T
N
D O
T .
E N
U M
O C
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TU
UC
TR
X S 254
 E .
UC
Reports Window (cont.)
O D
 Create a Report using the Current Layouts
P R
 Print preview allows you to make modifications to the layout before
R E
printing
O T
Item
N
Functionality

1. Page Setup
D O
Define report's header/footer, margins, and orientation.

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

E
M
3. Print Print the displayed report.

4. Publish

CU
Select the default printer, print size, and page orientation.

5. Left/Right/Up/Down

DO Display the previous or next page of the displayed report.

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

U R
T
7. Zoom In/Out Magnify/reduce your view of the displayed report.

UC
8. Close Close Print Preview and return to the previous window.

TR
X S
 E .
U C
Page Set up (cont.)

O D
R
Page Set Up
Define report's header/footer, margins, and orientation
E P
T R
Go to : File, Print Preview, Page Set up, Page, Select (Orientation), Select (Scaling),

O
Select (Paper size, Width, Height) , Apply, Ok

N
D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S
 E .
UC
D
Print Set up (cont.)

Print Set Up
R O
Select the default printer, print size, and page orientation.
E P
T R
Go to : File, Print Preview, Print Set up, Select (Printer type),Select (Paper size,

O
Source),Select (Orientation), Select (Properties), Ok

N
D O
T .
E N
U M
O C
S D
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UC
TR
X S
 E .
Print (cont.) U C
O D
R
Print
Printing reports is a very effective way to communicate project
E P
information with resources and other project managers.
T R
O
Go to : File, Print Preview, Print Set up, Select (Printer),Select (Print Range), Select

N
(Number of copies ), Ok

D O
T .
E N
U M
O C
S D
R E
T U
UC
TR
X S
 E .
Publish UC
(cont.)

O D
R
Publish
Select the default printer, print size, and page orientation.
E P
T R
Go to : File, Print Preview, Publish to HTML, Type (File Name), Save as type, Save.

NO
D O
T .
E N
U M
O C
S D
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UC
TR
X S
 E .
Margin U C
(cont.)

O D
P R
E
Margin
R
Go to : File, Print Preview, Page Set up, Margin, Select Margin (Top, Left, Right, Bottom), Apply, Ok

O T
N
D O
T .
E N
U M
O C
S D
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UC
T R
X S 260
 E .
Header and Footer (cont.) U C
O D
Header and Footer
P R
R E
Go to : File, Print Preview, Page Set up, Header, Select (Divide Into, Included on, Height),Show

T
section Divider line, Adjust section size, Select Sections (Section 1 is Project Name ,Section 2 is

O
Construction Schedule rev 00,Section 3 is Page number), Apply, Ok

N
D O
T .
E N
U M
O C
S D
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UC
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X S 261
 E .
U C
Options (cont.)
O D
Options
P R
R E
Go to : File, Print Preview, Page Set up, Options, Select (Timescale start : PS -1Week), Select

T
(Timescale Finish : PF + 3Months), Select (what to print), Page Settings, Apply, Ok

NO
D O
T .
E N
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O C
S D
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UC
TR
X S 262
 E .
UC
Reports Window (cont.)
O D
 Printing Reports
P R
R E
 Printing reports is a very effective way to communicate project

O T
information with resources and other project managers.
 The report below displays like: N
1) Activity ID
D O
T .
N
2) Activity Name
3) Original Duration
E
U M
4) Remaining Duration

O C
5) Performance % Complete

D
6) Early Start
S
E
7) Early Finish

U R
T
8) Late Start

UC 9) Late Finish

TR 10)Total Float

X S 263
 E .
UC
Reports Window (cont.)
O D
 Printing Reports
P R
R E
O T
N
D O
T .
E N
U M
O C
S D
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T U
UC
TR
X S 264
 E .
U C
Report Wizard (cont.)
O D
 Adding a Filter to the Report
P R
 Select the filter you would like to use in the report.
R E
O T
Go to : Filter, customize, Available Options, Group & Sort By, List, Select (Columns list), Apply, OK

N
.

D O
T .
E N
U M
O C
S D
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UC
TR
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 E .
Report Wizard (cont.) U C
 Print Preview
O D
P R
 You can preview the format report before printing. Go to : File , Print Preview
R E
O T
N
D O
T .
E N
U M
O C
S D
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UC
TR
X S 266
 E .
Importing Files (cont.) UC
O D
R
 Import projects using the following file formats:


E P
Primavera (XER). Go to : file, import, XER, next, next, file name, next, finish

R
 All MS Project file formats (MPP, MDB, MPD, and MPT)
 Third-party application projects (MPX)

O T
N
 Primavera Project Planner projects (P3)

O
 Review and adjust the WBS.
 Review and adjust activities.
. D
Assign resources and costs.
N T
E


U M
O C
S D
R E
T U
UC
TR
X S 267
 E .
Exporting Files (cont.) U C
O D
 Exporting a file
P R
 Import projects using the following file formats:
R E

next, select file location, finish
O T
Primavera (XER). Go to : file, export, select (XER file,version), next, project ,next, next,

N
D O
T .
E N
U M
O C
S D
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UC
TR
X S 268
 E .
U C
Saving a Report
O D
 After reviewing your report, you can save it and assign it to a
P R
specific report group.
R E
O T
Go to : Layout, layout, Select (Open, Save, Save As),if you selected (Save As), type New Layout

N
Name, Select-Available to (Current User), Save

D O
T .
E N
U M
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S D
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UC
TR
X S 269
 E .
UC
O D
P R
R E
O T
N
D O
T .
EN
U M
C
Reporting Performance

DO
ES
U R
C T
R U
S T
X 270
 E .
UC
O D
P R
R E
O T
N
D O
T .
E N
U M Thank You!
O C
D Congratulations
ES
U R
C T
R U
S T
X 271