+ a WIPRO Study Manual Primavera Project Management & Web AccessWIPRO Index Description Page No. Preface 3 Primavera EPM overview 4 ____ Primavera Enterprise Suite Products 4 Getting Started 5 Enterprise vs. Project-Specific Data 7 Enterprise Project Structure (EPS) i Organizational Breakdown Structure (OBS) 14 Assigning of OBS elements to EPS 16 Project Planning 18 Calendars 18 ‘Adding a Project 21 Project Detail Tabs 26 Work Breakdown Structure (WBS) 32 | Activities Window 35 _|__Relationships _ _ a) Resource Management 41 Viewing and Adding Resources a Defining and Assigning Resource Codes and 48 Values __ -eveling Resources _ 50 ical Path Method (CPM) Scheduling 53 54 Scheduling Concepts 55 5.2 ‘Scheduling a Project 59 5.3 Scheduling Summary 60 16 | Project Monitoring __ BAL eee 64 Baseline = 6 62 | Customization _ 64 6.3_| Monitoring the Current Schedule 6 | 64 _ Global Change 74 65 ___User-Defined Field ee __ 7B 7 ‘ost Management _ 75 a ‘Working with Cost Accounts and Project Expenses 75 72 Performing Top-down Estimation 7.3 Earned Value Analysis Document Management (WPS & Docs) — 8.1 8.2 Delete Document Records _ 83 Details 8.4 | Assigning Work Products and Documents 9 ports pees 94 | Run a Report 92 Report Wizard Wipro Limited10 Export import = : 100 10.1 Export XER 100 10.2 Import XER = 103 10.3 Export to MS Project 108 10.4 Import from MS Project 115 10.5 Transfer from/to XLS 120 nt 128 sue Navigator — 131 ig Threshold Parameters & Adding a 132 Threshold 14 Monitoring Thresholds & Generating Issues “137 12 Primavera Web Access _ —) 140 12.1 Getting Started_ | 440 12.2 Portfolios cla 12.3 ~_Dashboards | 148 | 12.4 Proj 156 Wipro LimitedWIPRO 1 Preface A project is a temporary endeavour, having a defined beginning and end (usually constrained by date, but can be by funding or deliverables), undertaken to meet unique goals and objectives, usually to bring about beneficial change or added value. The primary challenge of project management is to achieve all of the project goals and objectives while honoring the preconceived project constraints. Typical constraints are scope, time, and budget. Primavera helps in doing this and more. Oracle Primavera P6 is an integrated project portfolio management (PPM) solution consisting of role-specific tools to satisfy each team member's needs. responsibilities, and skills 1 this Manual we will take a look at some of the features of Primavera Project management Module and Primavera Web Access. Wipro Limited ‘2 a4 MEE? Primavera EPM overview Primavera Enterprise Suite Products ‘Methodology Risk Management Analvsis a calabro + Project Management is a system for planning, tracking and controlling your projects * Methodology Management is an integrated process improvement platform for delivering organizational standards in the form of project templates and to create, capture, organize and improve components for building future project plans. + Portfolio Analysis is a system for project summary and tracking information for senior management, executives and program managers. via a rich set of graphics, spreadsheets and reports + Primavera Progress Reporter enables team members to see all supporting information needed to coordinate and perform their work while communicating directly with the central database + Primavera Web Access provides web-enabled project management functionality, Users can create, manage, and status projects using their web browsers. + Project Web Site allows project staff and other interested parties to view project information using a web browser * Contract Manager is contract-control software designed to help you manage your projects more easily Wipro Limited 4WIPRO 2.2 Getting Started 2.2.1. Login to Primavera Before using Project Management, you must enter a valid login name and password Login names and passwords are case sensitive. Screen Shot 2.2 1. Choose Start, Programs, Primavera, and Project Management to start the application. Password, | 2. Type your Login Name 3. Click %__°% 2.2.2 Home Window The Home window is a starting point for navigating through the various windows within Project Management. Wipro Limited 5Function — Status Bar | li =Menu Bar | Displays your current application and the name of any open | projects. | nP quickly display Project \ Use to perform functions ject Management. | Ise janagement windows | Use to move between open windows, toggle the Directory | bar and open Help | Displays the user's login name, the data date of any open | projects, the access mode, and the current baseline Tip: You can right-click in the Directory or Navigate har 10 toggle the bar and the bution text on and off Wipro LimitedWIPRO 2.2.3. Directory Bar Dispiays the Projects window. Use to globally review the global enterprise project structure (EPS), and to work with individual projects. Displays the Resources window. Use to add or modify your organization's resources. Displays the Reports window, Use to produce reports for all projects or the open project Displays the tracking window Displays the Work Breakdown Structure window. Use to add or modify the open projects work breakdown structure (WBS) Displays the Resources window Displays the activities window to work out with the activities for open projects Displays the resource assignment window. Displays the work products and display window. Use to work with expense items for the open project. Displays the total expense for the project. Use to add or delete thresholds for the open project | Displays the projects issue window Displays the projects risk window to add delete and calculate the project risk 2.3 Enterprise vs. Project-Specific Data In Primavera Enterprise, a project consists of a combination of enterprise and project-specific data. 2.3.1 Enterprise/Global Data Enterprise data provides the enterprise structure needed to manage multiple projects from the highest levels of the organization to the individuals that perform specific project tasks. It is available to all projects across the enterprise and supports centralized project and resource management. Wipro LimitedProject Structure i) Admin categories & preferences Roles Resource codes & bat Resources accounts g Centralized Project Management Enterprise project structure (EPS) Organizational breakdown structure (OBS) Project Codes ‘Admin categories and preferences Cost accounts Centralized Resource Management Wipro Limited Resources Roles Resource codes Project codes2.3.2 Project-Specific Data Project-specific data is only available to the project in which it is defined + Dates * Work breakdown structure (WBS) + Activities * Activity relationships + Baselines * Expenses + Risks + Thresholds and issues * Work products and documents + Project Web site f Thresholds & Issues Activities AS a Baseline/Target Work Products & Documents: | WBS oa Es -xpenses Project Web Site | | | | | 2.3.3 Enterprise/Project Specific Data | The following types of data may be enterprise, as well as project-specific Wipro LimitedSystem administrators define enterprise data. Project managers may define project- specific data to further control their projects. + Calendars * Reports * Activity Codes Important Calendars are not time-zone sensitive Global/Project- Specific Data Calendars Reports Fig 2.6 Wipro Limited ‘tt2.4 Enterprise Project Structure (EPS) The Enterprise Project Structure (EPS) is a hierarchy developed in Project Management to help organize projects. ve age Project Nae (ESR SIO TRANS TECH Systems for Transit EO EMoch systems Brake & Signal 3 AscsD Reve Speedo Sytem Deton = necso Fev Brake Canal Syton 5. Moving Parts Moving Parts 1 CAMS inet CAS iteration 5d Electonics Electonics CAMS ot Com mlertaton FPO LED ec tens HUD sig» POWER GEN Site and Portable Power 3 Mig Marhetlay Division 3 eComn Conners Ste 41 Prodict Reviews Product Review Projects Cy REG Reviewa Pose! Open Review A Ey REG Revew Praket vion evn Screen Shot 2.7 Attributes * The EPS is a structure made of roots and nodes * Each root is the EPS can be subdivided into many nodes + Nodes represent different levels within the EPS * All projects must be included in an EPS node * Each node can contain an unlimited number of projects + Projects always represent the lowest level of the hierarchy + Placement of a project in the hierarchy determines the summary level in which it is included. Note: EPS can be created up to 50 levels. Wipro Limited ”Benefits WIPRO View project priorities, scope, budgets and resources across the enterprise Manage projects separately while retaining the ability to roll up the summarized data across multiple projects. View resource allocation across projects. Assign security at any level of the structure to provide users with appropriate access to project information. Wipro LimitedSteps for Creating EPS: 1) Go to Enterprise (Title Bar)>Enterprise Project Structure Teak Ais a QI racine D rome Pontato. ia 7 | as eroject Cae gs eeviy coe, BY caters IE) aeesty seen tenlates oe Screen Shot 2.8 2) Create EPS node by clicking on “Add” option in the EPS window. Type a unique ID and name for the node 3) Click on the “Arrow” buttons to indent Left / Right or to shift Up / Down Wipro Limited awThis dialog box presents a high-level picture of your EPS, enabling you to set up appropriate divisions of information in the organization. You must specify a responsible manager for each node in the EPS to enable security rights and privileges; the module uses the OBS root as the default for all nodes if you don't provide one. 2.4.1 Sample Exercise Project ID_ __| Project N = sa EPS - All Enterprise initiatives — | Systems for Transit Brake & Signal Moving Parts ae Electronics | 1 and Portable Power i il 2.5 Organizational Breakdown Structure (OBS) ‘An organizational breakdown structure (OBS) is a hierarchical arrangement of an organization's project management structure, either as roles or individuals. « The OBS can be configured to represent a detailed organizational breakdown (with employee name), or a more general framework where departments, teams, or types of responsibility are modeled in the structure + The OBS supports larger projects which involve several project managers with different areas of responsibility + The OBS is assigned to EPS nodes, projects, WBS elements risks, issues, and thresholds to designate responsibility * The OBS controls user access to project information Steps for Creating OBS: 1) Go to Enterprise (Title Bar)>OBS Wipro Limited 4WIPRO No current project) Ble como QI Tracking eeu ‘© Project Portfolios. ZL & Resources @ Resource Codes, 683 project Codes, 5S Activey codes User Defined Fields... BB Calenders... a 3 Resource Stitts.. <2 BR) Activay stop Templates. [As com accounts, External Applications: Sereen Shot 2.10 2) Create OBS node by clicking on “Add” option in the window. Type a unique ID and name for the node 3) _ Click on the “Arrow” buttons to indent Left / Right or to shift Up / Down ee -|| Projects (O85 Name 1 entire Enterprise | Seg om-trenst | ] Dom-mecn ® comctectronies BB CoM-Moving Parts B Om-Power 4 omnia a1 WB OM Product Reviews }—ceien Assignments | 20s rome (<— 08S Descrition |\A EERa Screen Shot 2.11 Wipro Limited 15Note: There can be only one “Root OBS" element. Always match the levels of OBS with that of EPS / PROJECTS / WBS General Tab — Displays the OBS Name and OBS Description for the selected OBS element 2.5.1 SAMPLE EXERCISE ‘OBS Name Entire Enterprise GM-Transit DGM-Mech |__DGM-Electronics ~_DGM-Moving Parts | GM-Power GM-Mkig GM- ___| 2.6 Assigning of OBS elements to EPS Next step is to assign the OBS elements to the EPS nodes .as illustrated in the window given below, in the field of responsible manager (marked in a red box). click on the browse button (marked in a red sub box) and a OBS window will pop on, now you have to select the respective responsible person for the respective eps nod Wipro Limited 16Screen Shot 2.12 The OBS screen will pop up as illustrated below, and then select the respective responsible manager for the corresponding EPS node. Wipro Limited ttWIPRO 3 PROJECT PLANNING 3.4 Calendars You can create and assign calendars to each project, resource and activity. These calendars define the available work hours in each calendar day. You can also specify national holidays, your organization's holidays, project-specific work/nor work days, and resource vacation days. Calendar assignments are used for activity Scheduling, tracking, and resource leveling. Whether an activity uses its assigned calendar or the calendar of an assigned resource depends on the activity type you specify Three calendar pools are defined: Global, Resource, and Project. The global calendar pool contains calendars that apply to all projects. The project calendar pool is a separate pool of calendars for each project. The resource calendar pool can be a separate pool of calendars for each resource. You can assign either resource. of Global calendars to resources, and you can assign either global or project calendars to activities. You can link resource and project calendars to global calendars. Then, if you make changes to a global calendar, your changes apply to all resource and project calendars that are linked to the modified global calendar To create calendar: 4) Go to Enterprise > Calendar menu (Global Calendar) 23 Projects Entarnise Project Structure QI tracking B Project Portfolios | Proj joe 7m, nosources Pret a? noes | oss Ep Resource codes vay LB Protect ares, 1&3 panty Codes pe Defined Pt. Resource shifts. ima PP) acewty step Temolates Ce con accounts ay __ nding Sources. Resource Conve. Eternal pleats Screen Shot 3.4 Wipro Limited ®WIPRO 2) Click on ADD and select one of the Global Calendars as the template for the new Project Calendar. shoe 2007 mm 1 iz Tan Fix a Poa pio [7 — Deiat | ns Tr Rar eae 18} r0s ResoucePvieg ir [ee eel Er 13 4 xe 00s T ‘ioe : Bi sav a1eEX MRS FERDAY r ‘naan c BG secant r 2 jo 1g 7-00) woreweet i. | 3 ans Rescuce rang i reasorce r BB ueaty.. | 62104. 08 Bhrcw r I} row r x Brat tee r 6 oh 04-1 r ® ia eS 1 Stra Dey Wnnwek Tr | I soars 00) Weve itis eis co Screen Shot. Wipro Limited 10Screen Shot 3.3 4) Select the working days by clicking on "WORKWEEK' and identify the Work and nonwork days 5) Click OK to confirm the entries. ‘Stondars won urs excopno ‘Screen Shot 3.4 __ Nami tandard (5X8) Holidays No holidays 20,WIPRO Mei re 3.2. Adding a Project A project is a set of activities and their associated information that constitutes a plan for creating a product or service. A project has a start and finish date, work breakdown structure (WBS), and any number of activities, relationships, baselines, expenses, risks, issues, thresholds, and work products/documents 3.2.1. Create project/Sample Exercise: 1) Activate Enterprise / Projects, select the desired EPS (Brake and Signal in this case) and click the Add button or go to menu File > New. > EPS ‘EPS Al ntoipive aves 5 rans TECH Sposa || Bese ——— east — fe ee | = — = —_—__, -=2__ =="; Screen Shot 3.5 Wipro Limited 2WIPRO EDM cee view Projet_emterns & Open. cele £9 Page stun, TB Print Sotun. BA Prine Preview B Print cre By toon By Export (Ga Refresh Data fs 2 €/SSP08 /JPLE7E2703, 4 cjssP/ognnucre2702 ‘Sorgen Shot3.6 2) Following window will appear on the screen. Click ‘Next’. EEL | BX create a New Project Select EPS ‘Spec the Enlarge Project Structure lavel forthe now pole, ‘otc 9S @ conces 4 ned D| BE fein oo Screen Shot 373) Give Project ID as ‘RSCSD' and project name as ‘Revise Speed Control System design’. Click ‘Next’, « | Project Name 5 |e met © ae Prot ne 2 te Propet Os 8 ser ue ete or your rec. ed Projet | Reso | iene |, se Seed Coa Syms cea] | 1:2 oe | 4... | teed) Bree} Screen Shot 3.8 4) Give ‘10May2007’ as Planned Start. Click ‘Next’. es, a New Project - ‘Project Start and End Dates ‘Secity the planned start dete and must nh by dete forthe roe. | The must Finish By dates the date by wich al roject activate mst righ. If entered tis Used | ss the project late tish dete by the project scheduler. Pred Set tat rh [fomarsway PJ Swe | Screen Shot 3.9 Wipro Limited 1WIPRO, 5) Select ‘DGM Mech’ as the Responsible manager. Click ‘Next’ ‘oe speenLanwe sytem veep? 1 oom BM create a New Project | Responsible Manager Set ne reapeete mage ‘he cespenstle mnogt you sot wit ep oth roel oak | | C05 eset | vow omcones | downey rors wg ater espana Manager Bomms a Free frawone al @ coe 4 ee tet | BL ———+ Screen Shot 3.10 6) Select ‘Standard Rate’ as ‘rate Type’. Click next (CERES E:| Create a New Project Assignment Rate Type Soscity he detaut Rte Type fee new assent Screen Shot 3.14 Wipro Limited 247) Click Next. x BN create a New Project Project Architect The Project Archtect ows youto crete projet plan ran one eave methodologies in Metosclogy Management. Would youth rune Project Artest now? © Vos,runtheFroject Archtoct No, do not runthe Project Arete, @ cues | Ce | Screen Shot 3.12 8) Click ‘Finish’. [EELS ea hq Create a New Project | Congratulations ‘Your new project has been created. To modity your project properties and define properties not ‘covered by this wizard, cick onthe Enterprise menu, and then clk Projects, Screen Shot 3.13 9) Assign Standard (5X8) Calendar to the project Wipro LimitedWEE? 3.3. Project Detail Tabs The Project Detail tabs are located in the bottom layout of the Projects window. They can be used to define the project properties and defaults that will be applied throughout the selected project. 3.3.4 General Tab The General tab enables you to view or modify general information about the selected project. The project ID, project name and responsible manager can be set when you create the project. If necessary, you can change them here. The remaining fieids are set by default. Relevant project level settings are discussed below + Project ID — short, unique identifier for the project. The project !D needs to be unique for planning, tracking and reporting purposes. This can be a 10-15 character code * Project Name —Name of the Project «Status — indicates project status based on the table below [status | Indicates the ] | Planned | Being analyzed before. | establishing a | permanent plan =a Active | Currently being ae | Inactive | Completed or on hold What-if | Being used as a test + Responsible Manager — the individual or section selected from the OBS who is responsible for the project = Risk Level — indicates the overall risk in performing the project. You can use the risk level to organize, filter, and report on projects within the EPS. You can enter a value between Very High and Very Low; the default is Medium + Leveling Priority - user-defined rank of the project among all other projects, considering its importance to the organization's strategy in completing their mission. You can enter a value between 1 and 100; the default is 10 © Checkout Status — indicates whether the project is checked in or checked out. Wipro Limited 26WIPRO * Project Web Site URL — displays the project's Website address 3.3.2 Dates Tab The Dates tab enables you to edit date information for the selected project. The planned start and must finish dates can be set when you create the project. If necessary, you can change them here. * Planned Start — planned start date of the project. * Must Finish By — date indicating the desired project end date. * Data Date — date used as the starting point for schedule calculations. * Finish — non-editable field indicating the latest early finish date calculated when the project was last scheduled. * Actual Start and Actual Finish — non-editable field indicating the actual start and finish dates of the project. * Anticipated Start and Anticipated Finish - expected date that can be entered while planning the project at a high level. cea bar [nas [Seg [Sota [Sm [er [css ova [sac [so enor porno] Schedule Oates Aicated bates Parra tat Masti By fre al x al al acute Fry _ 7 fas al [irae ——— = Act ean pe Screen Shot 3.14 3.3.3 Notebook Tab The Notebook tab enables you to view or modify Notebook Items. Notebook Items are project notes, such as the project's purpose, core requirements, or any other project-specific details. * Notebook Topic — list of topics assigned to the selected node/project + Detail — user-defined description of the selected topic. You can use HTML editing features, including formatting text, inserting pictures, copying, pasting, and adding hyperlinks. Wipro Limited 2(i ie Screen Shot 3.15 You will describe the purpose of the project in the Notebook tab. 1 Click the Notebook tab. 2. Fromwithin the Netebook Topic section, click © — # 3, _ Assign the Notebook Topic click 4. Click © to close the Assign Notebook Topic dialogue box 5. Enter the Required information in the “Detail” area. 3.3.4 Codes ‘A code is a user defined attribute that is shared by a group of projects, activities or resources. These codes enable to group, filter, sort and report on large amounts of information Project Codes—Project codes classify and categorize projects according to your organizational needs o Project codes are global, which means they are available to all projects in the database. Wipro Limited ss‘WIPR« © Filter and organize projects based on your organization's requirements — organize the projects across the Project Structure. © Project code values can be organized in a hierarchy. Secure Codes Mark the checkbox in the Secure Code column to define a code as secure. A project code that is marked as secure will be available to users with the appropriate access rights. Adding Project Code values 1) Go to Enterprise> Project Codes Enerpise Tools Adin Hob a Prec D ntarpise mole Su. BD racking ' Project Portfotos... B Resowens By acy ep Tents. Com ct Fondo Saree {fh Resource Garves... Extera epcaton.. Screen Shot 3.46 Wipro Limited 29WIPRO 2) Click on ‘Modify’ to add a new Project Code. (seers Do ry roy ue eae Sevens X —oaete Be re ot e ferry ren ow Ra conv « oO Screen Shot 3.17 3) A new window for ‘Project Code definitions’ appear on the screen. Click on ‘add’ to add a new Project Code e.g. ‘Location’ ~ project Cae [ Seeire Code | ay core (a3 Satoge treat > [ey wee > lay ers Ls Sponsor 1 Proj Phase (ev Drvers/ iter Co-ornaors my ¥ 3 Pint {3 Tecrrotony tneact A 49999999774 a ae ‘Screen Shot 3.18 4) Select the desired code to add values & click Close. Wipro Limited 305) Click on ‘Add’ to add Code Values & Code Description as shown in the screen shot below, Screen Shot 3.19 Assign project code values In the Projects window, 1) Select the project for which you want to assign project code values. Display Project Details by clicking the Display Options bar and choosing Details (the box next to the command should be marked). 2) Click the Codes tab, and then click Assign. In the Assign Project Codes dialog box, click the value for the applicable code, then click the Assign button. Protas Pec hte > ic ‘Screen Shot 3.20 Wipro LimitedWIPRO 3) Click the Close button in the Assign Project Codes dialog box when you are finished assigning project code values to the project Note: You can also assign several values at once. Press and hold the Ctrl key, then select each value you want to assign. Click the Assign button. 3.4 Work Breakdown Structure (WBS) The WBS is a hierarchical arrangement of the products and services produced during and by a project. Attributes * Each project has a unique WBS hierarchy + Project Management sets the root level of the WBS equal to the project ID and name. * AWBS element is created with each project «Elements within the WBS have a “child/parent relationship, which means that you can roll up and summarize information from the lower levels. «WBS elements can be used to assign responsibility, via the OBS. for groups of activities to different managers for planning/accountability purposes. * By default, Project Management groups activities, track costs and monitors schedule data according to the WBS Benefits . Allows you to divide a project into meaningful and logical smaller pieces for the purpose of planning and control. Wipro Limited 2WIPRO Project] [Project] [Project] [Project ‘wes 2. c ° le puebang gomk was] [wesz] [wasa Tee esti, geod was21] [wes22| [was Add WBS 1) Go to WBS Window 2) Click ‘Add’ to create a new WBS — on Work Breakdown Structure! SR 454 &@ Fie aan Project . Harte Tat Voteao Pe Dios Phe Soreen Shot 3.21 Wipro Limited 33WIPRO 3) Use Arrows to shift the Level of WBS 4) Assign WBS codes & Values as given in the Exercise Below. 3.44 Sample Exercise WBS Code WBS Name | [RSCSD Revise Speed Control System Design _ |__RSCSD.1 | Project Definition & Requirements Phase RSCSD.2 High Level Design Phase | RSCSD.3 __| Detailed Design Phase - "3 RSCSD.4 Test & Verification Phase - : | RSCSD.5_ | Design Complete Phase _ 2 4 Project Enterprise Tools Admin Help Work Breakdown Structure SR 48a & FMS aa Revise Speed Contol System Design | By ASCE Enedeont Project Defriten & Reauitements Phase Gy ASCSD EngDsgn2 High Level Deson Phase | ty ASCSO.EngDson 3 Detaied Design Phase | diy ASCSD.EnaDsan4 Test Veification Phase Wy ASCSD EngDsan5 Design Complate Phase Screen Shot 3.22 Wipro Limited 34WIPRO 3.5 Activities Window The Activities window is used to create, view, and edit activities for open projects. It can be divided into top and bottom layout. Screen Shot 3.23 Item Function 4-Toolbar Displays icons that allow you to change the look of your layout. 2—Command bar Displays options for adding or editing activity data, 3—Gantt Chart Provides a graphical display of activity progress over time. 4~ Activity Details 5 —Horizontal Split bar 6 —Vertical Split bar Use to view/edit detailed information for the selected activity. Use to hide or show more of the information in the top and bottom layouts To hide or show more information in each pane, drag the vertical split bar between the Activity Table and the Gantt Chart. 7 — Activity Table Displays activity information in spreadsheet format. 8 — Layout Options bar Wipro Limited Displays a menu of the options available for the Activities, window, | 35WIPRO: 3.5.1 Activities Aetivities are the fundamental work elements of a project. They are the lowest level of a work breakdown structure (WBS) and, as such, are the smallest subdivision of a project that directly concerns the project manager. Although you can divide activities Into steps, an activity's primary resource is typically responsible for managing and tracking the progress of an activity's steps, while the project manager is typically responsible for managing and tracking the progress of the overall activity 3.5.2 Activity Types 4. Task Dependent = Typically used when the work needs to be accomplished in a given time frame, regardless of the assigned resources’ availability. * The activity's resources are scheduled to work according to the activity calendar. Duration is determined by the assigned calendar’s workweek 2, Resource Dependent * Typically used when multiple resources assigned to the same activity can work independently. «The activity's resources are scheduled according to their individual resource calendar. «Duration is determined by the availability of the resources assigned to work on the activity 3. Level of Effort «Typically used for ongoing tasks dependent on other activities © Duration is determined by its predecessor! successor activities. = Clerical work, security guard, meetings, and project management tasks. * Cannot assign constraints. 4, Start Milestone + Typically used to mark the beginning of a phase or to communicate project deliverables + Zero duration activity and only has a start date = Can assign constraints, expenses, work products, and documents * Cannot assign resources/roles. Wipro Limited 36WIPRO 5. Finish Milestone «Typically used to mark the end of a phase or to communicate project deliverables. * Zero duration activity and only has a finish date. + Can assign constraints, expenses, work products, and documents. + Cannot assign resources/roles 6. WBS Summary * Use a WBS summary activity to summarize a WBS level. The WBS summary activity comprises a group of activities that share a common WBS level * The dates calculated on a WBS summary activity are based on the earliest start date of the activities in the group and the latest finish date of these activities. The WBS summary activity duration is calculated based on its assigned calendar. You cannot assign constraints to WBS summary activities. 3.5.3. Activity % Complete Type 1) Duration Type: The selected activity's Activity % Complete is tied to its Duration % Complete. * Establishes link between Duration %, Remaining Duration and Actual resource units. 2) Units Type: « The selected activity's Activity % Complete is tied to its Units % Complete. * Establishes link between Actual resource units and Units %. 3) Physical Type ‘> The selected activity’s Activity % Complete is tied to the Physical progress. * No link is established between Physical %, Remaining duration and Actual Resource units. ‘Wipro Limited 37WIPRO 3.5.4 Duration Type Setting which allows you to control how Primavera synchronizes the Duration, Labor/Non-labor Units and Resource Units/Time for activities so that the following equation is always true Duration x Unit/Time = Units Duration Change Change Change Add 1st add Type Units Duration | Units/Time resource | additional | | | resources bs td Lo ae Fixed uration [Units Duration Units Duration, Units /Time | | | Fixed Units/Time [Units Units Units Units Duration & | | | Units/Time | Fixed Units [Duration —Units/Time Duration units | Duration “Fixed ‘Units/time Units/Time| Units Units Units/Time | Duration & | of each | Units | Resource 3.5.5 Create Activities 1) Click on the WBS under which activity is to be added and click ‘Add’ 2) Create the Activities as per Exercise given below. 3.5.6 Sample Exercise. [ - — T — T _— “ay Task | | High Level Design Task - Spee Task Wipro Limited 38WIPRO Fixed Duration and Finish A10g0 RSCSD.2__| Concept Review Milestone _| 0 Unity Time Milestone Initiate Electronics System Task 1050 RSCSD.3__| design 7 Fixed Duration & Units _| Dependent Initiate Mechanical System Task 1060 RSCSD3_| design 2 Fixed Duration & Units _| Dependent Detailed Design - Build Task A1070 RSCSD3_| Prototypes 20 Fixed Duration & Units _| Dependent Test Protos for basic function Task A1080 RSCSD.3_| to spec 4 Fixed Duration & Units _| Dependent Prototype initial test Successful Fixed Duration and Finish A1090__| Rscsp.3_| Milestone o Units/Time Milestone Task A100 RSCSD.4__| Test Against Regulatory Spee _| 3 Fixed Units/Time Dependent Prepare Manufacturing Task ALO RSCSD.4__| Drawings 4 Fixed Units/Time Dependent ‘Compile Compliance Report & Task AL20 Rscsp.4__| Submit 5 Fixed Units/Time Dependent Present Compliance Spec to Task [ano RscSD.4___| Customer - LU Fixed UnitsTime Dependent Task Ali40 | RSCSD.5__| Design Complete Task "| Fixed Duration & Units _| Dependent Fixed Duration and Finish ALISO RSCSD.5 __| Final Design Review Milestone | 0 Units/Time Milestone 3.6 RELATIONSHIPS A relationship defines how an activity relates to the start or finish of another activity or assignment. Add relationships between activities to create a path through your schedule from the first activity to the last activity. These relationships, which form the logic of the project network, are used together with activity durations to determine schedule dates. An activity can have as many relationships as necessary to model the work that must be done. You can also identify relationships between activities that are in different projects; this type of relationship is referred to as an external relationship Relationship Types iFinish to start iFinish to finish \Start to start 1Start to finish Wipro Limited 39Finish to start, The successor actvity can beg when the predecessor activity completes. Finish to finish. The finish of the successor activity depends on the finish of the predecessor activity. Startto start. The start of the suce on the start of the predecessor act oF activity o ity. pends Start to finish, The successor actwity cannot tin the predecessor activity starts. 3.6.1 SAMPLE EXERCISE Predecessor Successor —| Relationship Type | Lag(@ | ‘A100 ATOIO = A101 ‘A1020 _ 0 \i020 | a1030 2 1030 ‘1040 a ‘040 11050 o 1040 A1060, - o ‘A1080 ‘1070 @ ‘A100 A070 : “to ‘A1070 ‘1080 —h Esroxo | a1090 Fo] [ai090 L100 1 A100. ALLO 0, ‘A110 A120 jo Ania] ALL30 a AL130 ALIA, - o ATO ALISO To Wipro Limited 40WIPRO 4 Resource Management Resources include the personnel and equipment that perform work on activities across all projects. Labor and nonlabor resources, such as engineers and equipment, are always time-based and are usually assigned to other activities and/or projects; material resources, such as supplies and other consumable items, are recorded in terms of cost per unit, rather than hours. You can create a resource hierarchy that reflects your organization's resource structure and supports the assignment of resources to activities. You can establish unlimited hierarchical resource codes for grouping and rollups In addition, you can set up roles with specific skill sets and use them as resource assignments until specific resources can be assigned. This enables you to schedule and plan costs by role at the project planning stage. You can also assign resource calendars and define contact information, and define the price over time for resources and roles. This chapter describes resources, roles, and resource codes. + Resources Overview You can develop a resource plan that integrates resources, costs, and the schedule so you can effectively control your projects. Begin by defining a list of all the resources necessary to complete the projects included in your enterprise project structure (EPS). For each resource, set availability limits, unit prices, and a calendar to define its standard worktime and nonworktime. Define shifts and apply one or more of the shifts to the resources to whom they apply. Group the resources by broad categories so you can easily find a specific resource when assigning resources to a project. To enable grouping and rollups of your resources across the organization set up resource codes and assign code values. Use this information to produce resource reports and profiles. Analyze the resource allocation, and adjust your project plan to avoid overallocation and peaks and valleys of resource use. Resources are different than expenses. While some resources are time-based and generally extend across multiple activities and projects, expenses are one-time expenditures for non-reusable items required by activities. * Roles If you are in the planning stage of your project or want to see how certain resource assignments will affect the schedule, you can assign roles as temporary placeholders for resource assignments. Roles are project personnel job titles or skills. They represent a type of resource with a certain level of proficiency—rather than a specific individual. Roles can also be assigned to specific resources to further identify that resource's skills. * Primary resources An activity’s primary resource is typically the resource who is responsible for coordinating an activity's work. The primary resource updates the activity’s start Wipro Limited api date, finish date, and expected end date. In addition, if an activity has any materia! Fescurees, the primary resource may be responsible for reporting the material recource’s hours/units. Primary resources are also responsible for editing the physical percent complete when weighted steps are linked to activity percent Complete for the corresponding activities in a selected project 44 Viewing and Adding Resources Use the Resources window to view and add the resources required to complete all projects across the organization. Structure the hierarchy of resources according to the work performed, For exampie, you may have various teams comprised of individuals in several resource groups in the organization. You can set up the hierarchy so that the people managing these groups are at a higher level than the resources in the groups. You can set up multiple root, or top-level, elements in a resource breakdown structure (RBS). A root RBS element serves as the lead person (such as 2 manager), instead of a division or a department. For this reason, you cannot roll up lower-level resources to the root resource. [rie [oii ip rams peti sine ontngens Depinmeonsbommen Le Snciny Shaastores = gsi tenaincoabeow La 3 soca Graite Svdteoen et Giiruew Soin Scenstare gait hse ee red Ens Satna imnneaentgees at Bipuu paaynmenentoe lo Succ ae ate rred js cuy o Screen Shot 4.4 Note: You can also open the Resources window at the global levet—without any projects open. Wipro Limited a2MEER Team leaders, project managers, and resource managers in charge of teams or groups in the organization should jointly establish the resource hierarchy. The program manager and/or project controls coordinator may need to participate in this process to make sure resources are distributed consistently based on availability 4.1.1 View resources Choose Enterprise, Resources, or click Resources on the Home workspace. Click the Display Options bar, and then choose one of the following To view detailed information about a specific resource, choose Details, and then select the resource whose information you want to view. mTOo view resources as a chart, choose Chart View. mTo select the columns to include in the display, choose Columns, Customize, or one of the predefined column displays To select the resources to display, choose Filter By, then choose All Active Resources, All Resources, or Current Project's Resources. To organize the resource hierarchy, choose Group and Sort By, and choose one of the predefined groupings or customize your own Note: - To change the resource display from hierarchy to list view, click the Resource ID column label. A triangle symbol in this column label indicates a list display. You can sort resource information in a list display by clicking a column label 4.1.2 Adda resource Choose Enterprise, Resources. Click the Display Options bar, and then choose Group and Sort By, Default, to display the resource hierarchy. Select the resource immediately above and at the same level as the resource you want to add, then click Add. Depending on your user preferences, the New Resource wizard may be Started. The wizard prompts you to add the information included on each tab in Resource Details. If you do not use the wizard, this information can also be entered directly on each tab. To display Resource Details, click the Display Options bar, and then choose Details Refer to this section to establish basic resource information. Wipro Limited osThese see is ieee ioe General information numbers, and status. The employee identifier ‘corresponding to the resource, such as social security number. used for the employee in your ‘company Wipro Limited Screen Shot 4.2 Use the General tab to enter general including the resource's ID, name, tith information about the selected resource, le, employee ID, e-mail address, office phone rae eparer [nm [co Joes [an sr [se N\ treme —_ _ te ae SOE nae | Meoucer Fanart a |, Eat ates oe Pe | ete ee It the resource is associated with a user in the Timesheets module. this fk will correspond to tha E-Mail Addrass on the Contact tab of the Users dialog box. It this checkbox is marked, the resource is available for assignment it cleared, it indicates an inactive status or unavailability. Screen Shot 4.3g Sie Details Use the Details tab to specify a resource’s labor classification—labor (personnel), nonlabor (equipment), or material (supplies), indicate whether a resource can log overtime hours, assign a calendar to the selected resource, specify the resource’s default units/time, specify how actual and remaining units are applied for a resource’s assignments, and indicate that any assignments for a resource will have its quantities recalculated whenever any cost changes occur The meumun amount of time a resource is avaiable ro work on an activity The module uses your ealendar assigrenents for actly scheduling. luacking. and resouree leveling. you ean select a global calendar or a resource calendar forthe resource. Youcan seketa unitof ‘measure name and ‘abbreviation for tie ‘material resource. By detaul displays the ~ view currency selected in User Preferences when, the resource was added: youcan selecta different Eurrency t associate with the resource, ‘Mark enable the labor —/ ‘or noniabor resource % 1 rece ovine hu fr | than reported hours nthe octet inthe | Timesheets modile; clea it you are Timestoe's modi || using the Timesheets module w Type the number by which te resource’s | ude actuals standard price should be multiplied Tow: LL Mark ro automaveaily caleulate the Selected resource’s actual quantity of work according to project plan rather deterinine the resources overtine price (standard price * overtine factor = overtine price). Markt incScate that any new assignments fr this resource wil have ts costs recalculated whenever any quandly changes occur, such as changing the estimate to complete by an activity Screen Shot 4.4 Default Units/Time You can enter the default units/time value as a numeric value followed by a forward slash (/) and the appropriate time duration, depending on your user preference setting for time units, or as a percentage for labor and nonlabor resources. For example, if the selected resource is one person, a reasonable value may be eight hours (units) per day (duration). In this case, the Default Units/Time would be 8.00h/d, or eight hours of work per day. If you are entering a percentage, you would enter 100% indicating that the resource is available to work full-time. Similarly, if the selected resource is a department with five people, the Max Units/Time may be 40.00h/d, or 500%. This means that five people can perform 40 hours of work per day, rather than one person performing 8 hours of work per day. The module uses this value in conjunction with the calendar assignment to calculate resource allocation/distribution during scheduling and leveling Wipro Limited onMSR Note:- Marking the Calculate Costs From Units checkbox simply flags the corresponding resource in the RBS—if you customize columns in the Resources window to include the “Calculate Costs From Units” column, a checkmark will appear in that column for the corresponding resources. The actual setting to perform a recalculation of resource quantities is on the Calculations tab of Project Details. Units and prices Use the Units & Prices tab to specify available quantities (limits) for the resource Setting limits helps you quickly identify areas of resource overload in Resource Usage Profiles using different colors to represent limits and overallocated units in histograms. The module automatically adjusts the resource's costs for its assigned activities to reflect price changes for different time periods, “Select the resource’s sh#t calendar and type the applicable shift number or which you are setting frit. the shift Calendar has mere than one shift See the Defining Resource ‘Shits section fo information about defining shits Double-click the cell. then ype the resource's price followed by a forward slash (f) and the urut associated withthe price You can set varying limits The number of units availsble during each workperiod ‘and prices ver fime by hour day week or month) of the specitied timeframe speciyng the effective start you can enlera percentage. or a nurmeric valve folowed dale for each change bya forward slash () and the appropriate time duraton depending on your user preterence setting for time waits Note To level resources, you must set availability limits (Max Units/Time) You can rename the five available Price/Unit fields in Admin Preferences, Rate Types tab. Wipro Limited 48WIPRO 41.24 Sample Exercise Resource Resource | Unit of | Standard ID Resource Name Type Measure | Rate Drg Drawings. Material | Numbers | Rs800.00/No Barb Wire, Senior Electrical EE1BARBW | Engineer _|tabor | ___| Rs600.00/n Bill Sanders, Junior Electrical EE2BILLS__| Engineer Labor Rs400.77/h _ Bret Sanders, Instrumentation 1E1BRETS Engineer Labor Rs400.00/h Greg Van, Senior Mechanical ME1GREGV | Engineer Labor | Rs600.00/h Mark Hall, Junior Mechanical ME1MARKH | Engineer Labor Rs400.00/h Deb O'Brien, Junior Mechanical ME2DEBO_| Engineer Labor Rs350.00/h 41.2.3 Using Limits for Delayed Resource Start Use limits to delay the start of a resource in the project schedule until the resource is available. For example, suppose you hire a new engineer, Joe, but he does not start for another month. You can add Joe's activities and assignments to the project and then set the resource limits as follows: Effective Max Date Units/Time 10AUGO1 Ohv/h 10SEPO1 _ th/h Notes Use the Notes tab to enter comments about the resource. You can use HTML editing features, which include formatting text, inserting pictures, copying and pasting information from other document files (while retaining formatting), and adding hyperlinks. = ae Screen Shot 4.6 Note: Choose Enterprise, Resources to assign the resource shifts to resources in the Resources Window, Units & Prices tab. Wipro Limited aTWIPRO 4.2 Defining and Assigning Resource Codes and Values Resource codes provide another way to categorize project resources. For example, oStablish a code called Classification, and create values for it, for example, Management and Engineering. Assign these values to the appropriate resources 50 you can quickly group, filter, or sort by all managers or all resources on the engineering team Set up resource codes Choose Enterprise, Resource Codes. Click Modify to add resource code definitions—broad categories for which you will be adding values. Type the resource code name and enter the maximum number of characters for each value you will be aesigning to the code. Click Close when you are finished adding codes and value lengths. [ @ Office Locetion |& Employee Type | a ChargeBack i | Resource Code Name ‘Max Length | | [Onstesortsterortshore po ta | So cesnertsrt npn mime te EEE Screen Shot 4.7 id resource code values the Resource Codes dialog box, select the code for which you want to establish values, and then click Add. Type the resource code value name; the maximum humber of characters is preset at the resource code level. Type a description for the Value. To create a hierarchy of code values, click the right arrow key to indent the selected value one level Wipro Limited 48‘You can further categorize code values by -anging then in hierarchy. Screen Shot 4.8 Assign resource code vali You can assign code values to resources using the Codes tab in Resource Details or by creating resource code columns in the Resources window and then assigning values in the columns. To use the Codes tab, click the Display Options bar and choose Details (the box next to the Details command should be marked). Click the Codes tab, and then click Assign. To use columns, click the Display Options bar, then choose Columns, Customize, and add one or more resource code columns. Screen Shot 4.9 Wipro Limited ~-WIPRO 4.3 Leveling Resources You should Level resources in your projects to ensure that resource demand does hot exceed resource availability. Resource leveling is an automated process that changes the start of certain activities. During leveling, the resource requirements of Sl scheduled activities are compared to the maximum quantity available at the time of leveling. An activity is delayed if too few resources are available at any time during the activity’s duration. Expenses are not included when leveling resources You can select the resources to be leveled, and you can add leveling priorities that specify which project or activity is leveled first when a conflict occurs. The maximum amount of work that a resource is capable of performing for a given time period is defined by the resource’s Max Units/Time in the Units & Prices tab in the Resources window. Organizations using Primavera ProjectLink cannot level resources for Microsoft Project (MSP)-managed projects in the Project Management module. For more information on Primavera ProjectLink, refer to the Primavera ProjectLink Help in Microsoft Project (available only if Primavera ProjectLink is installed). You can access the help by clicking the Help button on any ProjectLink screen Level resources Open the projects that contain the resources you want to level. Choose Tools, Level Resources. You can set several resource leveling options to meet your requirements. Click Level after you make your selections. Mark to automatically level resources each time you schedule a project. Mark to delay activities with resource conflicts only up to their late finish dates, then type the Minimum amount of total float and specify the maximum percentage by which the resource availability can be increased. Mark to level all resources, or clear and click Select Resources to specify the resources to be leveled. Mark to recalculate all resource and role assignment costs after you level resources. For example, if resources are assigned across multiple projects, you can determine Whether to consider the resource assignments in other projects when leveling. A leveling priority number is assigned to each project when you add the project (in the Projects Details General tab.) In the Level Resources dialog box, mark the checkbox to consider assignments in other projects and specify the priority value you want to consider. If you mark the Preserve Scheduled Early and Late Dates checkbox, the projects current early dates are retained before leveling. To review the leveled early dates, Choose to show the Remaining Star/Finish dates or the Start and Finish dates. In addition, when you preserve these dates, the module only forward-levels the Schedule, which means that the early dates of activities from the start to the finish of the project are scheduled ‘Shows leveled dates when preserving early and late dates, shows early dates before leveling Shows leveled dates if you clear the Preserve Scheduled Early and Late Dates checkbox, the module also performs backward leveling. Backward leveling schedules activities to occur as late 4s possible without delaying the project finish. The module reverses the leveling Wipro Limited 50process, beginning at the project's late finish and working towards the beginning of the project. If insufficient resources are available to schedule an activity on its late dates, the activity is advanced to an earlier date. When the schedule is leveled forward and backward (by clearing the checkbox to preserve scheduled early and late dates), the project's early and late start/finish dates are updated Prioritize activities during leveling To handle scheduling conflicts that may occur during leveling, you can add priorities that specify which project or activity is leveled first. In the Leveling Priorities section of the Level Resources dialog box, click Add to add a blank leveling priority to the list of leveling priorities. Select the type of priority, and then select the order in which the item specified in the priority will be leveled. Add priorities in the order in which you want the module to consider them. To remove a priority, select it, then click Remove. To change the information specified for a priority, double-click the Field Name column, then select a new field name and/or double-click the Sort Order column, then select Ascending or Descending Leveling priority definitions The following table defines several of the priority and order options you can specify for leveling resources. Priority ‘Ascending (Lower) Descending (Higher) Activity Leveling|Levels higher _ priority | Levels lower priority activities Priority _ activities first first - Project Leveling| Levels higher _ priority | Levels lower priority projects Priority projects first first Planned Start Levels activities with earlier | Levels activities with later __| planned start dates first planned start dates first Planned Finish —_| Levels activities with earlier | Levels activities with later planned finish dates first _| planned finish dates first Original Duration Levels activities with shorter | Levels activities with longer original durations first original durations first | Remaining Levels activities with shorter | Levels activities with longer Duration _| remaining durations first remaining durations first Total Float * Levels activities with less | Levels activities with more total float or more critical | total float or less critical activities first __| activities first | Early Start Levels activities with earlier, | Levels activities with later, early start dates first early start dates first Levels activities with earlier, | Levels activities with later, early finish dates first early finish dates first Late Start Levels activities with earlier, | Levels activities with later, late start dates first late start dates first Late Finish Levels activities with earlier, | Levels activities with later, _ late finish dates first late finish dates first Wipro Limited 51WIPRO Note: Though it is possible to Level resources using Primavera Settings, prefer to manually level resources. Wipro Limited ‘one should 52WIPRO 5 Critical Path Method (CPM) Scheduling The Critical path Method (CPM) scheduling technique to calculate project schedules. CPM uses activity durations and relationships between activities to calculate schedule dates. This calculation is done in two passes through the activities in a project. Critical Path + The critical path is the longest continuous path of activities through a project completion date. + Adelay in one activity delays other activities and the project as a whole. Ls LF A 3 ES EF is TT ts B io ES __ EF TF What is the Data Date? + The data date is the date that is utilized as the starting point for schedule calculations. * Date used to schedule all remaining work * During the planning phase the data date should match the project start date Wipro Limited 53WIPRO 2 F M A M J J A Ss (_ SE — Bs] 4 —— — ae : | i | 8 ‘ | t ' al 5.1 Scheduling Concepts Forward Pass + The forward pass calculates an activity's early dates Wipro Limited 54+ Early dates are the earliest times an activity can start and finish onee its predecessors have been completed. + The calculation begins with the activities without predecessors. + Early Start + Duration —1 = Early Finish A |_ 1 5 ES4 EFS |__| & 15 Esa EF 25 B pa J 10 es4 EF 10 Forward Pass Backward Pass + The backward pass calculates an activity’s late dates * Late dates are the latest times an activity can start and finish without delaying the end date of the project. * The calculation begins with the activities without successors. Late Finish — Duration + 1 = Late Start Backward Pass Wipro Limited 55WIPRO is6 LF 10 ESs1 | is4 | | Total Float «The amount of time an activity can slip from its early start | without delaying the project = The difference between an activity's late dates and early dates. | «Activities with zero total float are critical. * Late date — Early date = Total Float LS LF \ Positive Float —— | -Sees>" = a Pestve Fat | Ls Le ———— Negative Float —_e—- Co (Extremely Critical) Negative Float = i Late date - Early date = Total Float Backward pas: Wipro Limited 56& isi LF 25 Es EFS TF=5 c 15 is4 LF 40 Es 14 EF 25 B TF=0 10 Es4 F 10 TF=0 Forward Pass Wipro Limited 7WIPRO Backward Pass with Required Finish One of the most common project scenarios is a required finish date of a project * Used only during the backward pass + Required finish date specifies when the project must finish regardless of the network's duration and logic. + Late Finish - Duration + 1 = late Start Backward pass Required Finish Date is6 LF 20" 15 ES 41 EF 25 TRe-5 Open Ends «Activities without a predecessor or successor + No predecessor ~ activity uses data date as the early start = No successor - activity uses project finish as its late finish + Open-ended aetivities can portray an unrealistic amount of positive total float Wipro Limited 58Finish | bs) 46 Notel It is recommended that each project have only two open ends, the first milestone activity and the last milestone activity. 5.2. Scheduling a Project When you schedule a project, activity dates are calculated according to durations and logic. Although you established relationships in the project, the activities have not yet been planned in time according to those relationships. You will schedule the activities for the project Project(s) to schedule Current Data Date J] Project Forecat Start Date OO 1: TF Logte tite [EsProarem Files\PrimaveraiProject MenagementiSchedLo Screen Shot 5.1 1. Open the project 2. Choose Tools, Schedule 3. Verify the Current Data Date 4. Click Schedule. Wipro Limited PsWIPRO Notice the position of the activities on the Gantt Chart has changed according to their calculated start and finish dates. Critical activities are displayed in red. 5.3. Scheduling Summary + The forward pass calculated early start and finish dates. * The backward pass calculated late start and finish dates. + Total float is the number of work-periods that an activity's early start can be delayed without delaying the end date of the project = Total float is calculated by subtracting an activity's early dates from its late dates. «The schedule will not be calculated until the loop is eliminated + Open ends are activities without a predecessor or a successor. + Adriving relationship determined its successor’s early start 5.3.1 Sample Exercise Schedule the project ‘RSCSD' on 10May07. Wipro Limited 60WIPRO 6 Project Monitoring 6.1 Baseline The final step in the project planning process is to create a copy of your project plan, called a baseline project. You can compare a baseline to the current project to evaluate progress. Over the life of a project, you may create one, two, or more baseline plans. Customizing a Layout 6.1.1 Benefits of Baselines Baselines provide a target against which a project manager can track a project's cost schedule, and resource performance What-if baselines enable you to enter different scenarios to analyze how they would affect the current schedule. (Create a copy of the project: make its status What-f, and Convert it to a baseline of the current project.) 6.1.2 Creating a Baseline In order to create a baseline for a project, that project must be open. If more than one project is open, the Baseline dialog box displays group title bands for each one, with any existing baselines beneath their related projects. You can create a baseline either by: © Copying the currently opened project, or © Converting another project to a new baseline of the current project Wipro LimitedWEES 6.1.3. Maintain Baseline/Sample Exercise (gE x“ (ecellenetee 600 ee ‘ RSCSO-2 Revise Speed Control System D = Dae xt " ‘Sorgen Shot 6.1 4 From the menu, select Project, click Maintain Baselines. 2. Verify the project to which you are associating the baseline, 3 cick LO _| The Add New Baseline dialog box displays. ‘What woudd you tke to do? 5 copy oe Saar roel oe ano Barend © Convert anothe pctect 9 anew baseline ofthe curent priect Screen Shot 6.2 4. Verify that Save a copy of the current project as a new baseline is selected and then click |” _°%* The baseline appears beneath the group band for the selected project in the Baseline dialog box. 5 Inthe Baselines dialog box, select the baseline you created Wipro Limited 62ERO 6 Inthe Baseline Name field, verify that Revise Speed Control System Design - B1 appears. 7 Click Assigning a Baseline Use the Assign Baselines dialog box to choose a project baseline and /or user baseline for the project + Project baseline is the baseline selected by the project manager for the project © Used for schedule, resource and cost comparison © Controlled by the security privilege Maintain Project Baselines. + User Baseline assignments are user-specific © Used for schedule comparison only © Each user can choose a different baseline for comparison to the current project. (eer Screen Shot 6.3 1) Inthe Project menu, click Assign Baselines 2) Select Revise Speed Control System Design - B1 and the primary user field Baseline fields. 3) Click “ + % to close the Baselines dialog box. Wipro Limited Pn6.2 Customization 6.2.1 Grouping Organize activities by grouping one or more data items, including phase, department, responsible person, dates, total float, custom user field, and others Grouping data enables you to focus on activities that have something in common Various hierarchies are available for viewing project data, including the EPS, OBS. dnd WBS. You can further organize a hierarchical view of data by grouping and Sorting activities. In addition, some fields available for grouping may also have a hierarchy (or number of levels) associated with them. For example, cost accounts may contain several levels of codes. You can specify the number of levels to display in the layout when you group by a hierarchical code. You can further organize your layout by using sorting to arrange the order of activities. If you use both grouping and sorting to organize your layout, the items are grouped first and then sorted Grouping/Sorting can be done in Projects, Activities and Resources window. 4) To organize the activities activate View /Group & Sort menu. 2) Group the Activities based on the requirement (eg. WBS and Activities Codes) 3) Sort the activities under each group by activating Sort menu, 4) Click ‘Apply’ > OK. Ba Sort F Show Grand Totals: 7 Show Summaries Only a - a act usin eae ——f ome | wat cern f=! | 44 Arial Aenly | 9 Altal Ko etete | < > a ‘Sort. | 1 ‘Show 1 f Code | @ Screen Shot 6.4 6.2.2 Filtering A filter temporarily limits the projects or activities that appear on screen, according to criteria you establish. For example, you can view active projects or activities scheduled to start during the next three weeks. Use the filters supplied or create your own. Apply one or more filters to the layout at any time. Steps to apply a filter: 4. Choose Project, Activities, then choose View, Filters 2. Mark the checkbox next to the filter you want to apply 3. To preview your changes, click Apply. Wipro Limited 64WIPRO Bi riter ‘ [ese = Ye | Dine: er comet | stay atrows Parater is [ime [orate |= (Alot the folowing) fae | Where fotal Foal Jeaveis ° XK Delete | g oe | | By Copy | " : | 1] | ® He «| > | Screen Shot 6.5 6.2.3 Customizing Bars & Layouts Layouts can be customized by changing Bar colors, adding data columns, formatting Time Scale and changing Top and Bottom half of Activities screen. To customize the project layout following steps can be performed 1) To customize the Activity Bars, activate View/Bars menu. ‘bars | cia se is fami mae ime oe mx | ee ae | | setaertoc acon or LevelotEttot mmm QC TT brary Sacre Pry Bae, Nema —= | 1 Stowomere secmcwy on Neal —_ 2 wm TTwaescne Teiny Bese Neat — FF Aauawen Actua Bar Nome meee | Remaringienk Renan Bar Neindonnon. | 1 Crtica Remains. Remar Bor Nomel end Creic! ||! € + lee ‘ + By Copy From. A site «(I ————y > sinaown Bar Sie Bar Setinas BarLabels | | coor Bono. | jose Dosing | @ te | Screen Shot 6.6 Wipro Limited 65WiPRO 2) To change the columns in the activities view, activate View/Columns menu. | Available Options + Activity Codes - Global = | Activity Codes - Project » ‘Activity Name 1 = Adiviy Steps Origa Duration Join coste >> —-Remaling Duretion > BoM ee Sree come iis ouretons Sent Cony Fron... | 2 Earned Vale 4 Frish i en Total Fost | 4 Lists « Db oer + Mate Fos Pains Si Sacaten &meber of Acivtes | «Percent Conletes a nae @ me | | Timesheet Feesbeck |e Une | User Defined Ie] > | Screen Shot 6.6 3) To format Time Scale in activity view, activate View / Timescale menu Timescale 7 ee Timescale Format 4 * Htwolines| © Three Lines @ cancel Timescale Start SS oT Fort & Color Ase YyZ2 Detaut Font © Date Format | & show Primary Oates | ee | Date ntervel | | | | | Shit Calendar Show Ordinal Dates (Orainal Start al i Orinal Date terval Screen Shot 6.7 Wipro Limited 66WIPRO 4) To view network, activate View / Show on Top / Activity Network menu Screen Shot 6.8 Save a Layout Steps: 1) Do the required Customizations 2) Go to 'View’>'Layout'>’Save As’ Zr poram Layout oot rae [Acsteme Shon on tion teen Wower rewsr r ‘ow Jeonar Prone weonar lea? Screen Shot 6 Wipro Limited erwi 3) Write a Name for the Layout. Select ‘Available To! Screen Shot 6.10 4) Save View a Layout 1) Go to ‘View>'Layout’>'Open’ 2) Choose the layout to be viewed 3) ‘Apply'>OK’ 6.2.4 Sample Exercise Create a Layout as per given requirement 4) Name: Delay analysis 2) Grouping: As per WBS 3) Columns: Activity ID, Activity name, BL Start, BL Finish , Start, Finish, Variance BL Finish Date Wipro Limited =2 4 6.3 Monitoring the Current Schedule You can update project schedules in several different ways. Update progress for all activities and resources as whole, update activities and resources individually, update progress from timesheets, or use a combination of these methods * If your project is progressing exactly as planned, or if you only need to estimate progress, simply specify the data date or “as-of' date and allow the module to determine which activities have progressed and how much, calculate the remaining durations of activities that have started, and set the remaining durations of activities that have completed to zero * If your project is not progressing as planned-many activities are starting out-of sequence, activities are taking more or less time to complete than originally planned, actual resource use is exceeding planned use update activities and resources individually. This will help you forecast the effects of unforeseen circumstances, so that you can take appropriate corrective action. * . Most projects contain some activities that progress as planned and some which do not. In this case, combine the two updating methods. Calculate your project as if it is progressing exactly as planned, and then individually update those activities and resources that have deviated from the plan Once you update a project, choose File, Commit Changes, to save your changes and update the database immediately. Closing also automatically commits data changes. Manually Applying Actual 1) Activities, which are not progressing as per plan, can be statused separately from Activity Details. 2) Select the activity to be statused and activate activity details from Display options. 3) Activate Status tab from activity detail and give Start Date and Finish Date if activity is 100% complete. 4) Give Start Date and Percentage completion if the activity is in progress. 5) Schedule the project by giving the Data Date, the date up to which progress of project is recorded 6) Compare the current project schedule with the baseline project Wipro Limited 69