WIXLIB

PROJECT PLANNING & CONTROL USING PRIMAVERA P6TMPROJECT PLANNING & SCHEDULINGUSINGPRIMAVERA P6TMFor all industries including Versions 4 to 6Planning and Progressing Project SchedulesWith and Without Roles and Resourcesin anEstablished Enterprise EnvironmentBYPAUL EASTWOOD HARRIS Eastwood Harris Pty Ltdi

PROJECT PLANNING & CONTROL USING PRIMAVERA P6TM Copyright 2008 by Eastwood Harris Pty Ltd. No part of this publication may bereproduced or used in any form or by any method without the written permission of theauthor.Primavera, the Primavera sundial logo, P3, P3e, P3e/c, Primavera Enterprise, PrimaveraExpedition, Primavera Project Planner, Primavera TeamPlay, P6, Primavision,PrimeContract, and SureTrak are either registered trademarks or trademarks of PrimaveraSystems, Inc. in the United States and/or other countries.Windows, Microsoft Office Project Standard 2007, Microsoft Office Project Professional2007, Microsoft Project Standard 2003, Microsoft Project Professional 2003, Microsoft Project Standard 2002, Microsoft Project Professional 2002, Microsoft Project 2000,Microsoft Project 98 and Excel are registered trademarks of Microsoft Corporation.Asta Powerproject is a registered trademark of Asta Developments plc.Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated.All other company or product names may be trademarks of their respective owners.Screen captures were reprinted with authorization from Primavera Systems Inc.This publication was created by Eastwood Harris Pty Ltd and is not a product of PrimaveraSystems Inc.DISCLAIMERThe information contained in this book is to the best of the author’s knowledge true andcorrect. The author has made every effort to ensure accuracy of this publication, but maynot be held responsible for any loss or damage arising from any information in this book.Furthermore Primavera Systems Inc reserve the right in their documentation to makechanges to any products to improve reliability, function, or design. Thus the application ofService Packs or the use of upgraded software may operate differently to the descriptions inthis book.AUTHOR AND PUBLISHERPaul E HarrisEastwood Harris Pty LtdPO Box 4032Doncaster Heights 3109Victoria, //www.eh.com.au 61 (0)4 1118 7701 61 (0)3 9846 7700Please send any comments on this publication to the author.ISBN 978-1-921059-20-9 (1-921059-20-6) - B5 PaperbackISBN 978-1-921059-21-6 (1-921059-21-4) - A4 Spiral7 February 2008 Eastwood Harris Pty Ltdii

PROJECT PLANNING & CONTROL USING PRIMAVERA P6TMINTRODUCTIONThis book is an upgrade of the Project Planning & Scheduling Using Primavera Version5.0 for Engineering & Construction and Maintenance & Turnover book and has beenwritten to enable new users to learn the planning and scheduling functions of PrimaveraVersions 3.5 to 6.0. Version 6.1 was due to be released after this book was published butthe prerelease notes indicated that none of the functions outlined in this book were tochange and most changes were in the web access software and timesheeting.Many users will have prior experience with SureTrak, P3, Asta Powerproject or MicrosoftProject and the author explains where there are differences in the products’ functionality.The author would appreciate any constructive comments on how this book may beimproved.SUMMARYThe book was written so it may be used as:¾ A training manual for a three-day training course, or¾ A self teach book, or¾ A reference manual.The screen shots for the book are taken from Primavera Version 6.0 but this book may beused to learn Primavera Version 3.5, 4.1, 5.0 or 6.0.The book has been written to be used as the basis for a three-day training course andincludes exercises for the students to complete at the end of each chapter. After the coursebook may then be used by the students as a reference book.This publication is ideal for people who would like to quickly gain an understanding of howthe software operates and explains how the software differs from Primavera P3, SureTrakand Microsoft Project, thus making it ideal for people who wish to convert from theseproducts.CUSTOMIZATION FOR TRAINING COURSESTraining organizations or companies that wish to conduct their own training may have thisbook tailored to suit their requirements. This may be achieved removing, reordering oradding content to the book and by writing their own exercises. Please contact the author todiscuss this service.AUTHOR’S COMMENTAs a project controls consultant I have used a number of planning and scheduling softwarepackages for the management of a range of project types and sizes. The first books Ipublished were user guides/training manuals for Primavera SureTrak, P3 and MicrosoftProject users. These were well received by professional project managers and schedulers, soI decided to turn my attention to Primavera Enterprise. This book follows the same provenlayout of my previous books. I trust this book will assist you in understanding how to usePrimavera Enterprise on your projects.APPRECIATIONI would like thank my daughter Samantha Harris, Andrew Dick and editor Susan Aaron fortheir assistance in the production of this publication. Eastwood Harris Pty Ltdiii

PROJECT PLANNING & CONTROL USING PRIMAVERA P6TMCURRENT BOOKS PUBLISHED BY EASTWOOD HARRIS99 Tricks and Traps for Microsoft Office ProjectIncluding Microsoft Project 2000 to 2007, published May 2007ISBN 978-1-921059-19-3 - A5 - PaperbackPlanning and Scheduling Using Microsoft Office Project 2007Including Microsoft Project 2000 to 2003, published March 2007ISBN 978-1-921059-15-5 - B5 Paperback, ISBN 978-1-921059-16-2 - A4 SpiralPRINCE2 Planning & Control Using Microsoft ProjectUpdated for Microsoft Office Project 2007, published March 2007ISBN978-1-921059-17-9 - B5 PaperbackPlanning and Control Using Microsoft Project and PMBOK Guide Third EditionUpdated for Microsoft Office Project 2007, published March 2007ISBN 978-1-921059-18-6 - B5 PaperbackPlanning Using Primavera Project Planner P3 Version 3.1Revised 2006, published March 2006ISBN 1-921059-13-3 - A4 Spiral BoundPlanning Using Primavera SureTrak Project Manager Version3.0 Revised 2006, published June 2006ISBN 1-921059-14-1 - A4 Spiral BoundProject Planning and Scheduling Using Primavera Contractor Version 4.1For the Construction Industry, published January 2005ISBN 1-921059-04-4 - A4 Paperback, ISBN 1-921059-05-2 A4 Spiral BoundProject Planning and Control Using Primavera Contractor Version 6.0For the Construction Industry, planned early 2008SUPERSEDED BOOKS BY THE AUTHORPlanning and Scheduling Using Microsoft Project 2000Planning and Scheduling Using Microsoft Project 2002Planning and Scheduling Using Microsoft Project 2003PRINCE2 TM Planning and Control Using Microsoft ProjectPlanning and Control Using Microsoft Project and PMBOK Guide Third EditionProject Planning and Scheduling Using Primavera Enterprise - Team Play Version 3.5Project Planning and Scheduling Using Primavera Enterprise - P3e & P3e/c Version 3.5Project Planning and Scheduling Using Primavera Version 4.1 for IT ProjectProject Planning and Scheduling Using Primavera Version 4.1 or E&CPlanning Using Primavera Project Planner P3 Version 2.0Planning Using Primavera Project Planner P3 Version 3.0Planning Using Primavera Project Planner P3 Version 3.1Project Planning Using SureTrak for Windows Version 2.0Planning Using Primavera SureTrak Project Manager Version 3.0Planning and Scheduling Using Primavera Version 5.0 For Engineering & ConstructionPlanning and Scheduling Using Primavera Version 5.0 For IT Project Office Eastwood Harris Pty Ltdiv

PROJECT PLANNING & CONTROL USING PRIMAVERA P6TM1INTRODUCTION1.1Purpose1.2Required Background Knowledge1.3Purpose of Planning1.4Project Planning Metrics1.5Planning Cycle1.6Levels of Planning1.7Monitoring and Controlling a Project2CREATING A PROJECT PLAN2.1Understanding Planning and Scheduling Software2.2Enterprise Project Management2.3Understanding Your Project2.4Level 1 – Planning Without Resources2.4.1Creating Projects2.4.2Defining the Calendars2.4.3Defining the Project Breakdown Structures2.4.4Adding Activities2.4.5Adding the Logic Links2.4.6Constraints2.4.7Risk Analysis2.4.8Contingent Time2.4.9Scheduling the Project2.4.10 Formatting the Display – Layouts and Filters2.4.11 Printing and Reports2.4.12 Issuing the Plan2.5Level 2 – Monitoring Progress Without Resources2.5.1Setting the Baseline2.5.2Tracking Progress2.5.3Corrective Action2.6Level 3 – Scheduling With Resources, Roles & Budgets2.6.1Estimating or Planning for Control2.6.2The Balance Between the Number of Activities and Resources2.6.3Creating and Using Resources2.6.4Creating and Using Roles2.6.5The Relationship Between Resources and Roles2.6.6Activity Type and Duration Type2.6.7Budgets2.6.8Resource Usage Profiles and Tables2.6.9Resource Optimization Eastwood Harris Pty 2-102-102-102-102-102-112-11

PROJECT PLANNING & CONTROL USING PRIMAVERA P6TM2.7Level 4 – Monitoring and Controlling a Resourced Schedule2.7.1Monitoring Projects with Resources2.7.2Controlling a Project with resources3STARTING UP AND NAVIGATION3.1Logging In3.2Welcome Form3.3The Home Workspace3.4The Projects Workspace3.4.1Project Workspace Top Pane3.4.2Project Workspace Bottom Pane3.5Opening One or More Projects3.6Opening a Portfolio3.7Navigating Around a Project3.7.1Command Toolbar3.7.2Activities Toolbar3.7.3Navigation Toolbar3.7.4Directory Toolbar3.7.5Top and Bottom Panes of Workspaces3.8User Preferences - Date and Time Display3.9Right-clicking with the Mouse3.10Accessing Help3.11Application of Options within Forms3.12Closing Down3.13Terminology Differences between Industry Versions4CREATING A NEW PROJECT4.1File Types4.2Creating a Blank Project4.3Setting Up a New Project4.4Project Architect Wizard and Methodology Manager4.5Importing a Project4.6Copy an Existing Project4.7Project Dates4.8Saving Additional Project and EPS Information - Notebook Topics5DEFINING CALENDARS5.1Accessing Global and Project Calendars5.2Assigning the Project Default Project Calendar5.3Creating a New Calendar5.4Copying Calendars5.5Renaming a Calendar5.6Deleting a Calendar Eastwood Harris Pty 44-54-65-15-25-25-35-35-35-3

PROJECT PLANNING & CONTROL USING PRIMAVERA P6TM5.75.85.95.9.15.9.25.9.35.105.115.12Resource Calendars5-3Editing Calendar Working Days of an Existing Calendar5-4Adjusting Working Hours5-5Editing Calendar Weekly Hours5-5Editing Selected Days Working Hours5-5Editing Detailed Work Hours/Day5-6Inherit Holidays and Exceptions from a Global Calendar5-6Calculation of Activity Summary Duration in Days5-7Database Default Calendar, WBS and Project Durations5-86CREATING A PRIMAVERA PROJECT WBS6-16.1Opening and Navigating the WBS Workspace6-26.2Creating and Deleting a WBS Node6-36.3WBS Node Separator6-36.4Work Breakdown Structure Lower Pane Details6-46.5WBS Categories6-56.6Why a Primavera WBS is Important6-67ADDING ACTIVITIES & ORGANIZING UNDER THE WBS7-17.1New Activity Defaults7-27.1.1Duration Type7-27.1.2Percent Complete Type7-27.1.3Activity Types and Milestones7-47.1.4Cost Account7-57.1.5Calendar7-57.1.6Auto-numbering Defaults7-57.2Adding New Activities7-57.3Default Activity Duration7-57.4Copying Activities in Primavera7-67.5Copying Activities from other Programs7-67.6Elapsed Durations7-67.7Finding the Bars in the Gantt Chart7-67.8Activity Information – Bottom Layout7-77.9Assigning Calendars to Activities7-87.9.1Assigning a Calendar Using General Tab of the Bottom Layout Form7-87.9.2Assigning a Calendar Using a Column7-87.10Undo7-87.11Assigning Activities to a WBS Node7-97.12Reordering or Sorting Activities7-107.13Summarizing Activities Using WBS7-117.14Spell Check7-11 Eastwood Harris Pty Ltdvii