Primavera

Part 2

Table of Contents
123456789101112-

Codes . 2
Filters.. 13
Organize Activities. 17
PERT. 22
Resources.... 27
Cost... 45
Usage Profile / SpreedSheet .. 51
Resource Leveling .. 58
Updating ... 63
Earned Value .. 69
Global Changes.. 74
Project Tracking.... 76

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Activity Codes

ID

)(ID


.


1
:
10 9
5 :

1 B11R.C
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Primavera P.6

3 B32BLC

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Codes

.

.
Enterprise Activity Codes :

Eng / Mahmoud Abu Elkhair

Primavera P.6

 :
Global
.
EPS
.

Project

Global Modify Activity Code Definition

add Activity code name""
.
max length code value shift up , shift down
Activity code
. close

Eng / Mahmoud Abu Elkhair

Primavera P.6

 add

Code Value " "

7 Max Length

Description

:

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Primavera P.6

NOTE
Project
Global

:

Activities Activity DetailsCodes Assign

Column ViewColumns
Activity Codes Global""
.

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Primavera P.6

Project Codes


.

200 111211
111
,,..... .
Enterprise Project Codes :

Eng / Mahmoud Abu Elkhair

Primavera P.6

 modify
close

Project codes add""

Code Description

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Primavera P.6



Projects Project
details Codes . assign

Column ViewColumns
Project Codes""
.

Eng / Mahmoud Abu Elkhair

Primavera P.6

Filters



.. ..... .
.

View Filters
Activity tool bar :

Eng / Mahmoud Abu Elkhair

Primavera P.6

 Filters :
.
:Default
:User definedFilters .
Filter . Apply
New :

add Filter name Filter

12/3/2013
Parameter Filter
Early Start
Is " " is greater than
Value 12/3/2013

Eng / Mahmoud Abu Elkhair

Primavera P.6

 Filter :

:
Filter
Parameter :
All of the following -1

Any of the following -2

Eng / Mahmoud Abu Elkhair

Primavera P.6

NOTE
All Activities
.
: All Selected Filters -1
: Any Selected Filters -2

Filter

)When applying the selected filter(s
:
Replace activities shown in current layout -1
.
Highlight activities in current layout which match criteria -2
" Filter "
( -
.... )
Eng / Mahmoud Abu Elkhair

Primavera P.6

 Organize Activities

.

View View Group and Sort
Layout Group and Sort

Eng / Mahmoud Abu Elkhair

Primavera P.6

 Sort :

add Field Name

Start Early Sort Order
Ascending Descending
:

Eng / Mahmoud Abu Elkhair

Primavera P.6


( )....

.
View Group and Sort Layouts Group and Sort

Group By
Early Start Group Interval
Month Font and Color
:

Eng / Mahmoud Abu Elkhair

Primavera P.6

.
:
) (-
) (+
) (+

Eng / Mahmoud Abu Elkhair

Primavera P.6

 View
Group and Sort
Show Summaries only

Eng / Mahmoud Abu Elkhair

Primavera P.6

PERT
PERT : Program Evaluation and Review Technique
Bar Chart

.
PERT :
View Show on topActivity Network
Layout Show on topActivity Network
Activity bar
:

Eng / Mahmoud Abu Elkhair

Primavera P.6


Activity bar :


) (Best fit

PERT
ALT .

FS
.
PERT
:

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Primavera P.6

 Tracing Logic



.

.
Trace Logic view show on bottom Trace Logic
layout

Trace Logic
.

Eng / Mahmoud Abu Elkhair

Primavera P.6

 Trace Logic
Trace LogicTrace Logic Option :

PERT View

View Activity Network Options

PERT Activity Network Options Layout

Activity Network Options :

Eng / Mahmoud Abu Elkhair

Primavera P.6

Box Template :

Font & Colors :

Eng / Mahmoud Abu Elkhair

Primavera P.6

Resources

Roles
.
Roles Labor , Non labor material .
Roles Roles
Roles .
Roles
Roles
Enterprise Roles :

Role Add
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Primavera P.6

 General
Id , name .
Resources
Roles Assign Proficiency
Master .1

Expert .2

Skilled .3

Proficient .4

Inexperienced .5

Prices

Limits

Resources
Eng / Mahmoud Abu Elkhair

Primavera P.6

:


.

:
Labor .1
Non Labor .2 " "
Material .3
Resources :
.1 Home Enterprise dataResources
.2 EnterpriseResources

.3 Directory barResources
1

:
Resource Table Window -1
Resource Details Window -2
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1
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Resource details Window :

General -1
ID
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Primavera P.6

Codes -2
assign

Details -3

Auto Compute Actual
Calculate Cost from Units

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Primavera P.6

Units & Prices -4

( ) labor

Roles -5
Roles assign Role

Notes -6

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Timesheets -7
Timesheet .

Units
(-3-2,)....- adminadmin Categories
Units of Measure
Add
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Primavera P.6

Currencies
, Admin Currencies

Edit User Preferences Currency

show currency symbol

.
Eng / Mahmoud Abu Elkhair

Primavera P.6

Resource Codes

Primavera P.6

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Enterprise Resource Codes :

Modify :

"" add shift up .

Shift down close
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Primavera P.6

add""
:

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Primavera P.6

 Resource

add :
Command bar add
Edit add
add
INS
Wizard :
-1 . ID , Name

-2""

material

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Primavera P.6

 -3

.
-4

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Primavera P.6

 -5 rolesAssign

-6
.

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Primavera P.6

 -7 calendar name view / edit

-8

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Primavera P.6

 -9

-11

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Primavera P.6

-11

:: ::

ins add

.

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Primavera P.6

Resource allocation


. Resources

Add Resource .

) (budget unit

) (remaining unit /time

Eng / Mahmoud Abu Elkhair

Primavera P.6

Cost Account

CBS : Cost Breakdown Structure

Enterprise Cost Account

Labor
nonlabor
material

Eng / Mahmoud Abu Elkhair

Miami
Miami 100 eng
Miami 110 ex
Miami 120 R.C.

Primavera P.6

Resource & Cost

Roles
Roles
Resources .. Roles

View / Columns >> Cost / Budgeted Total Cost
Resource Allocation Roles
Resources Cost AccountCost Account
Resources :

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Primavera P.6

Expenses

...Expenses

ProjectExpenses :

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 Expense add Expense

:

Expenses Expenses details:

General -1
Expense .(Expense Category) Expense

Expenses Category Admin Admin

Categories Expenses Categories.. Add

Activity -2
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Primavera P.6

 Expense Accrual Type

Expense
.

Costs -3

Expense

Description -4

. Expense

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 Expense

Expense , " "

Activity details Expenses
ExpensesAdd Expenses .

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Primavera P.6

Resource/Cost Usage Profile

/

ViewShow in Bottom resource usage profile
Layout

Resource Usage Profile

Resource Usage profile Resource Usage Profile Option

Eng / Mahmoud Abu Elkhair

Primavera P.6

:
-1 Data

Display - 1

UnitsCost

Show Bars/Curves - 2
) Histogram (By Date. ) Cumulative) Curve
Show Remaining Bars As -3 /
( )

Additional Data Option - 4

Show Limit
Show Available Units
.
Show Overallocation

Eng / Mahmoud Abu Elkhair

Primavera P.6

Graph -2
bars

Eng / Mahmoud Abu Elkhair

Primavera P.6

Resource/Cost Usage Spreadsheet

/
/ / .
View Show in Bottom Resource Usage
Spreadsheet layout

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Primavera P.6



Shift
.Ctrl

Display

.All Projects
Role Display Select view

.By Role

Filter
Display Activities for selected

Resources
.Assignment

Display Group and Sort By

Display . Columns
filter Display
. Filter by
Display
. Group & Sort By

.Spreadsheet fields

Eng / Mahmoud Abu Elkhair

Primavera P.6

Activity Usage Profile

/

View Show in Bottom Activity Usage Profile

layout

Eng / Mahmoud Abu Elkhair

Primavera P.6

Filter Show Usage for

.

Filter Display Activities for selected

Time Period
.

Activity Usage Profile Options

. Resource Usage Profile

Eng / Mahmoud Abu Elkhair

Primavera P.6

Activity Usage Spreadsheet

View Show in Bottom

Activity Usage Spreadsheet layout

Spreadsheet fields

Eng / Mahmoud Abu Elkhair

Primavera P.6

Resource leveling

Tools Level Resources

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Primavera P.6

 Automatically Level Resources when Scheduling

.

Consider Assignments in Other Projects with Priority Equal/Higher Than

)(Leveling Priority

Enterprise Projects
. General
Leveling Priority 111-1

1 Priority

Preserve Scheduled Early and Late Dates

Leveling :

Eng / Mahmoud Abu Elkhair

Primavera P.6

Level All Resources

Select Resources / .

Level Resource only within activity total float

Leveling .
Total Float .

Max Percentage to over allocate resources

Leveling Priorities

. Resource Leveling . Leveling Priorities

Eng / Mahmoud Abu Elkhair

Primavera P.6

Primavera P.6

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Updating

Baselines

. Baselines
Baseline Project Maintain Baseline :

Baseline Add :

Save a Copy .1
.
Convert another project .2
.
Eng / Mahmoud Abu Elkhair

Primavera P.6

Baseline

Baseline Type
data date""
Last Update Date

Data Date
.

General
% Complete Type .
Duration -1

Remaining Duration :
Duration % = {(Original Duration Remaining Duration)/Original Duration} x100

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Primavera P.6

Units -2

:
Unit % = (Actual Units / At Completion Units) x 100

Physical -3
.

GeneralComplete Type % ..

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 Duration
Status
Started Remaining
.

Unit

Resources

Units Dependent
Fixed unit / Time

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Primavera P.6

Auto Compute Actual

.

View Columns General
Auto Compute Actuals

Auto Compute Actuals by Resource

.

details
Auto Compute Actuals

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Primavera P.6

 Auto Compute Actuals

Tools .Apply Actuals

Applying Actuals

Applying Actuals Data Date
Data Date
.

Aplying ActualToolsApply Actuals

Data Date

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Primavera P.6

Earned Value

:
- 1
- 2

Actual Cost of Work Performed (ACWP) -1

Data Date

Budget Cost of Work Performed (BCWP) -2

Earned Value

Budget Cost of Work Schedule (BCWS) -3

Baseline Data Date

Eng / Mahmoud Abu Elkhair

Primavera P.6

Calculations
ACWP .1

Progress Reporter

BCWP .2

:
BCWP = Budget At Completion (BAC) x Performance %

BCWS .3
Baseline
Data Date
Cost Variance .4

Cost Variance (CV) = BCWP-ACWP
Cost Index .5

Cost Index (CI) = BCWP / ACWP
Schedule Variance .6

Schedule Variance (SV) = BCWP-BCWS

Schedule Index .7

Schedule Index (SI) = BCWP / BCWS

Estimated To Complete Cost (ETC) .8

Data Date .
) ETC = PF X (BAC BCWP

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Primavera P.6

Admin / Admin Preferences/ Earned Value

BCWPPerformance %
Performance % :
Technique for computing performance percent complete

Activity % complete
.
Use WBS Milestones
WBS WBS
Milestone .

Eng / Mahmoud Abu Elkhair

Primavera P.6

( Performance percent complete) 0/100 % complete

%111
%01 50/50 % complete
%111
(Performance percent Custom percent complete
% 100 complete)

Technique for computing Estimate to complete (ETC)

. Data Date
ETC = PF * (BAC BCWP)
:
Estimate to complete ETC Performance Factor PF Budget At Completion BAC

Earned Value = Budget Cost of Work Performed BCWP -

Earned Value Calculation

Primavera P.6

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 WBS

.WBS
WBS Earned Value

)(Performance percent complete WBS Milestone Percent Complete
Milestone WBS Milestones :
Milestones

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Primavera P.6

Global Changes


.
Tools Global Change :

New :

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Primavera P.6

 :

Filter

)(Then

)(Else
.

Global Change Changetxt

.

Eng / Mahmoud Abu Elkhair

Primavera P.6

Project Tracking


.

Tracking :
-1 Enterprise Tracking
-2 Enterprise data Home Tracking
Directory bar -3 Tracking
:

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Primavera P.6

 Tracking :

Tracking Layouts
Layout

.. Layout

Tracking Display Layout New :

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Primavera P.6

Layout :
Project Table -1

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Primavera P.6

Project Bar Chart -2

( )... Barchart
Field

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Primavera P.6

Project Gantt / Profile -3

Gantt Chart
.

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Resource Analysis -4

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Eng / Mahmoud Abu Elkhair

Primavera P.6