PLANNING USING PRIMAVERA PROJECT PLANNER P3

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PLANNING USINGPRIMAVERA PROJECT PLANNER P3 VERSION 3.1REVISED 2006PAUL E HARRIS Eastwood Harris Pty Ltdi

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 2006 Copyright 1999-2007 by Eastwood Harris Pty Ltd.No part of this publication may be reproduced or used in any form or by any method withoutthe written permission of the author.Primavera Project Planner, P3, SureTrak Project Manager, SureTrak, Primavera Enterprise,TeamPlay, P3e and P3e/c are registered trademarks of Primavera Systems, Incorporated.Windows, Microsoft Project and Excel are registered trademarks of Microsoft Corporation.Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated."PMBOK" and "PMI" are registered trademarks of the Project Management Institute, Inc.PRINCE is a Registered Trade Mark and a Registered Community Trade Mark of the Officeof Government Commerce and is Registered in the US patent and Trademark office.All other company or product names may be trademarks of their respective owners.Screen captures reprinted with authorization from Primavera Systems, Inc. USA.This publication was created by Eastwood Harris Pty Ltd and is not a product of PrimaveraSystems, Inc.DISCLAIMERThe information contained in this workbook is to the best of the author’s knowledge true andcorrect. The author has made every effort to ensure accuracy but cannot be held responsiblefor any loss or damage arising from any information in this book.AUTHOR AND PUBLISHERPaul E HarrisEastwood Harris Pty LtdPO Box 4032Doncaster Heights 3109Victoria, : 61 (0)4 1118 7701Fax: 61 (0)3 9846 7700ACKNOWLEDGEMENTSThe author would like to acknowledge D. Grant for his initial assistance supplying materialwhich forms the basis of some chapters in this publication.30 November 2006ISBN 1921059133 - A4 – Spiral Eastwood Harris Pty Ltdii

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 2006SUMMARYThe 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 book has been written to be used as the basis for a three-day training course and includesexercises for the students to complete at the end of each chapter. Unlike many training coursepublications this book may be used by the students as a reference book after the course.CUSTOMISATION FOR TRAINING COURSESTraining organisations or companies that wish to conduct their own training may have thebook tailored to suit their requirements. This may be achieved removing, reordering or addingcontent to the book and by writing their own exercises. This book is available in both A4Spiral Bound, which lies flat on the desk which is suitable for training and/or self teachingand in A4 paperback as a reference manual. Please contact the author to discuss this service.AUTHOR’S COMMENTAs a professional project planner and scheduler, I have used a number of planning andscheduling software packages for the management of a range of project types and sizes. Thereappeared to be very little literature aimed at the professional who understands how to runprojects but requires a practical guide on how to use planning and scheduling software. Thefirst books I published were user guides/training manuals for Primavera SureTrak and P3users. These were well received by professional project managers and schedulers, so I decidedto turn my attention to Microsoft Project 2000, 2002 & 2003 and Primavera EnterpriseTeamPlay, P3e and P3e/c, Primavera Version 4.1 and Primavera Version 5.0. I trust this bookwill assist you in understanding how to use P3 on your projects. Please contact me if you haveany comments on this book.UPDATES INCLUDED IN THIS PUBLICATIONThe Workshops have been updated from the previous publication so they start in late 2008,the earlier version had the exercises starting in late 2005 which would result in studentsundertaking workshops which started in the past. There have been a number of enhancementsto the text to make the book more useful to the reader. Eastwood Harris Pty Ltdiii

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 2006CURRENT BOOKS PUBLISHED BY EASTWOOD HARRISPlanning Using Primavera SureTrak Project Manager Version 3.0 Revised 2006ISBN 1-921059-14-1 A4 Spiral BoundFirst Published June 2000Planning and Scheduling Using Microsoft Project 2002ISBN 0-9751503-1-6 B5 PaperbackISBN 0-9751503-2-4 A4 Spiral BoundFirst Published January 2002Planning and Scheduling Using Microsoft Project 2003ISBN 0-9751503-3-2 B5 PaperbackISBN 0-9751503-4-0 A4 Spiral BoundFirst Published June 2004Project Planning and Scheduling Using Primavera Version 4.1For Engineering & Construction and Maintenance & TurnaroundISBN 1-921059-00-1 A4 PaperbackISBN 1-921059-01-X A4 Spiral BoundFirst Published January 05Project Planning and Scheduling Using Primavera Version 4.1For IT Project Office and New Product DevelopmentISBN 1-921059-02-8 A4 PaperbackISBN 1-921059-03-6 A4 Spiral BoundFirst Published March 05Project Planning and Scheduling Using Primavera Contractor Version 4.1For the Construction IndustryISBN 1-921059-04-4 A4 PaperbackISBN 1-921059-05-2 A4 Spiral BoundFirst Published January 05PRINCE2 TM Planning & Control Using Microsoft ProjectISBN 1 921059 06 0 B5 PaperbackISBN 1-921059-06-0 A4 Spiral BoundFirst Published May 2005Planning and Control Using Microsoft Project and PMBOK Guide Third EditionISBN 1-921059-08-7 B5 PaperbackISBN 1-921059-07-9 A4 Spiral BoundISBN 8-1879400-2-6 Paperback available in IndiaFirst Published June 2005Planning and Scheduling Using Primavera Version 5.0 For Engineering & ConstructionISBN 1-921059-09-5 A4 PaperbackISBN 1-921059-10-9 A4 Spiral BoundISBN 8-1879400-3-4 Paperback available in IndiaFirst Published December 05Planning and Scheduling Using Primavera Version 5.0 For IT Project OfficeISBN 1-921059-11-7 A4 PaperbackISBN 1-921059-12-5 A4 Spiral BoundFirst Published December 05 Eastwood Harris Pty Ltdiv

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 2006TABLE OF CONTENTS12INTRODUCTION1.1 Purpose1-11-11.21.31.41.5Required Background KnowledgePurpose of PlanningProject Planning MetricsPlanning Cycle1-21-21-31-41.6 Levels of Planning1.7 Monitoring and Controlling a Project1-51-7CREATING A PROJECT PLAN2-12.1 Understanding Planning and Scheduling Software2.2 Understanding your Project2.3 Level 1 – Planning Without Resources2.3.1 Creating Projects2-12-22-32-32.3.22.3.32.3.42.3.5Defining CalendarsDefining the Project WBS using the P3 Version 3.1 WBS or Activity CodesDefining, Adding and Organizing ActivitiesAdding the Logic ntingent TimeRisk AnalysisScheduling the Project2-62-62-62-72.3.10 Formatting the Display – Filters and Layouts2.3.11 Printing and Reports2.3.12 Issuing the Plan2-82-82-82.4 Level 2 – Monitoring Progress Without Resources2.4.1 Setting the Target Schedule2.4.2 Tracking Progress2.4.3 Corrective Action2-92-92-92-102.5 Level 3 – Scheduling With Resources2.5.1 Estimating or Planning for Control2.5.2 The Balance Between the Number of Activities and Resources2.5.3 Creating and Using Resources2.5.4 Resource Leveling2-102-102-102-112-112.5.5 Resource Calendars, Activity Types and Driving Resources2.5.6 Profiles and Tables2-112-122.6 Level 4 – Monitoring Progress of a Resourced Schedule2.6.1 Statusing Projects with Resources2-122-122.7 Additional Features2-12 Eastwood Harris Pty Ltdv

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 200632.7.1 Tools and Techniques for Scheduling2.7.2 Project Utilities2-122-122.8 Additional Features2.8.1 Tools and Techniques for Scheduling2.8.2 Project Groups and Project Utilities2-122-122-12CREATING PROJECTS AND SETTING UP THE SOFTWARE3.1 P3.INI File and Setting the Default Start Up Directory3-13-13.23.33.43.53-23-33-33-5Preventing the Password Screen Being DisplayedP3 File StructureCreating a New ProjectOpening an Existing Project3.6 Operating In a Multi-user Environment3.7 The Screen3.8 The Toolbar4DEFINING CALENDARS4-14.1 Daily Calendar4.1.1 Global Calendar4.1.2 Holiday List Form4.1.3 Standard Global Information Form563-63-93-104-24-24-44-54.1.4 Daily Base Calendars4-64.2 Hourly Calendars4.3 Examples of Base Calendars4.4 Resource Calendars4-74-84-8ACTIVITY CODES5.1 Defining Activity Codes5.2 Creating and Deleting Code Dictionaries5.3 Creating and Deleting Activity Codes5-15-25-35-45.4 Default Activity Codes5-4ADDING ACTIVITIES6.1 Adding New Activities6-16-16.26.36.46.5Deleting ActivitiesExtracting ActivitiesDissolving ActivitiesCoping Cell Data Using Fill Cell6-26-26-26-36.66.76.86.9Copying Activities in P3Copying Activities from other ProgramsActivity TypesAssigning Activity Type to an Activity6-36-36-46-5 Eastwood Harris Pty Ltdvi

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 2006789FORMATTING THE DISPLAY7.1 Formatting Columns7.2 Formatting the Bars in the Bar Chart7.2.1 Format, Bars – Pattern button7.2.2 Format, Bars – Endpoints button7-17-27-37-77-77.3 Defining Critical Activities7.4 Format Summary Bars7.5 Format Individual Bars7.5.1 Format One or More Bars7.5.2 Copy and Paste Bar Format7.5.3 Reapply the Original Format7-87-87-97-97-107-107.6 Screen Colors7-107.7 Format Timescale7.8 Format Sight Lines7.9 Format Row Height7.10 Format Fonts7-117-137-137-147.11 Format Dates7.12 Changing Language for Column Descriptions and Timescale7.13 Thousands Separator7.14 Splitting the Screen7-147-157-157-16ASSIGNING ACTIVITY CODES AND ORGANIZING8.1 Assigning Activity CodesORGANIZING ACTIVITIES8-18-29-59.1 Organize Options9.2 Summarizing and Expanding Bands10ADDING THE LOGIC10.1 Understanding Relationships9-69-710-110-110.2 Adding Relationships to the Activities10.2.1 Graphical Adding, Editing and Deleting Relationships10.2.2 Link and Unlink10.2.3 Autolink10-310-310-410-410.3 Successor and Predecessor Forms10.4 Deleting Relationships10.5 PERT View10.5.1 Formatting your PERT View10.5.2 Timescale PERT10-510-610-710-810-1110.6 Scheduling the Project10.7 Understanding Critical Path Calculations10-1310-17 Eastwood Harris Pty Ltdvii

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 200611CONSTRAINTS11.1 Constraints Form11.2 Project Must Finish by Constraint11.3 Log Records11.4 Schedule Alignment11.4.1 Level of Detail11.4.2 Stakeholder e Content CheckRisk ActivitiesContingent Time AllowancesProject Critical and Schedule Critical Path12FILTERS AND LAYOUTS12.1 Understanding Filters12.2 Creating and Editing Filters12.3 Layouts12.3.1 Creating a New Layout12.3.2 Saving Changes to a Layout12.3.3 Layout Options12.3.4 Default 2-1212-1213PRINTING AND REPORTS13.1 Page Breaks13.2 Printing the Bar Chart13.3 Page Setup13.3.1 Grayscale13.3.2 Header and Footer forms13-113-113-213-313-513-613.4 Print Set Up13.5 Print13-713-813.6 Preview Picture13.7 Save as Web Page13.8 Reports1411-111-211-311-413-913-1013-10TRACKING PROGRESS14-114.1 Copying a Schedule14.2 Setting the Target14.3 Recording Progress14.4 Updating or Statusing the Schedule14-214-314-414-514.5 Suspend and Resume14.6 Linking Remaining Duration and Schedule Percent Complete14.7 Calculating the Schedule14-614-614-7 Eastwood Harris Pty Ltdviii

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 200614.8 Comparison with the Target Schedule14.9 Corrective Action15SCHEDULING OPTIONS AND OUT OF SEQUENCE PROGRESS14-714-815-115.1 Automatic Scheduling and Leveling15.2 Out-of-Sequence Progress15.3 Start-to-Start Lag.15.4 Activity Durations with Finish-to-Finish relationships15-215-315-315-415.5 Open Ends15.6 Total Float Calculations for Interruptible Scheduling and Hammocks15-415-416ACTIVITY ID’S, WBS CODES AND ALIAS16-116.1 Activity ID Codes16-216.2 WBS - Work Breakdown Structure16.3 Alias16-416-717CREATING AND USING RESOURCES17.1 Creating Resources17.2 Hierarchical Resources17.3 Assigning Resources to ActivitiesAssigning Resources Using Insert Resource Assignment Form17.3.1 Assigning Resources Using Resource Form17.3.2 Assigning Resources Using Costs Form17-117-217-417-717-817-917-1117.4 Assign Resources Against Multiple Activities17.5 Earned Value Calculation17.6 Summary Percent Calculation17-1217-1217-1317.7 Editing Resource Calendars17.8 Using a Resource Calendar to Calculate Durations17-1317-1418USING ACTIVITY TYPES AND DRIVING RESOURCES18-118.1 Assigning an Activity Type to an Activity18.2 Task18.3 Independent18.4 Meeting18-118-218-218-318.5 Start Milestone18.6 Finish Milestone18.7 Start Flag18.8 Finish Flag18-418-418-418-418.9 Hammock18.10WBS18.11Topic18-518-518-6 Eastwood Harris Pty Ltdix

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 200619STATUSING PROJECTS WITH RESOURCES19.1 Understanding Target Schedule and Budgets19.2 Understanding the Data Date19.3 Information Required to Update a Resourced Schedule19-119-119-219-319.4 Updating Dates and Percentage Complete19.4.1 Recording Progress Using Activity Form19.4.2 Recording Progress Using Activity Columns19-419-419-419.5 Recording Progress on the Bar Chart19.5.1 Using Expected Finish Constraint19-519-619.6 Progress Spotlight and Progress Update19.6.1 Progress Spotlight19-619-719.6.2 Update Progress19-819.7 Updating Resources19.7.1 Tools, Options, Autocost Rules19-919-919.8 Understanding Autocost Rules19.8.1 Link remaining duration and schedule percent complete – Rule 119.8.2 Freeze resource units per time period – Rule 219.8.3 Add actual to ETC or Subtract actual from EAC – Rule 319.8.4 When quantities change, use current unit prices to recompute costs19.8.519.8.619.8.719.8.8Use the update percent complete against budget to estimate – Rule 5Link actual to date and actual this period – Rule 6Link budget and EAC for non-progressed activities –Rule 7Calculate variance as – Rule 819.8.9 Apply these rules when moving from one Cell/Resource toanother – Rule 219.9 Updating Resources Using Resource and Costs Forms19.10Updating Resources Using Columns19.11Storing Period Actual Costs and Quantities19-1319-1419-1519.1219-17P3 Project Schedule Check List20RESOURCE HISTOGRAMMES & TABLES20.1 Resource Histogram20.2 Resource Table20.3 Printing Histograms & Tables Eastwood Harris Pty Ltd20-120-120-220-2x

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 200621RESOURCE LEVELING21.1 Leveling at Project Group or Project Level21.2 Resource Level Form21.2.1 Resource Level Form General Tab21.2.2 Resource Level Form Resources Tab21.2.3 Resource Level Form Prioritization Tab21.2.4 Resource Level Form Splitting Tab21.3 Guidelines for Leveling21-121-221-321-421-721-721-821-921.4 What to Look for if Resources are not Leveling21-1022PROJECT GROUPS22-122.1 Understanding Concentric Project Management and the Role of SureTrak 22-222.2 Project Group Format22.3 Concentric (P3) Format22.4 Differences Between P3 and SureTrak22.5 Creating a New Project22-222-222-322-522.6 Copying Projects22.7 Operating in a Multi-user Environment22.7.1 Access22.7.2 Restrictions22-622-722-822-822.8 P3 Administration22.9 Project Group Autocost Rules22.10Scheduling and Leveling at Project Group or Project Level22.10.1Introduction to Interproject Relationships22.10.222.10.3Project Group SchedulingProject Scheduling22-1222-1222.11Project Codes22.11.1Define the Project Codes Dictionary22.11.222.11.3Assign the Project Codes to ProjectsOrganizing Using Project Codes23TOOLS AND TECHNIQUES FOR SCHEDULING23.1 Fragnets23.1.1 Creating a Fragnet23.1.2 Deleting a Fragnet23.1.3 Retrieving Fragnets23.1.4 Placeholders23.2 Custom Data Items23.3 Cost Accounts23.3.1 Creating Cost Accounts Eastwood Harris Pty 23-223-223-323-423-523-623-6xi

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 200623.3.2 Assigning Cost Accounts23-723.4 Resource Curves23.4.1 Creating a Resource Curve23-823-823.4.2 Assigning Resource Curves23-923.5 Zig Zag Progress Line23-1024GLOBAL CHANGE24.1 The Basic Concepts of Global Change24.2 Specifying the Change Statements24.3 Examples of Simple Global Changes24.4 Selecting the Activities for the Global Change24.5 Selection24.6 Temporary Values24.7 Adding and Deleting Resources24.8 Global Change OBJECT LINKING AND EMBEDDING25.1 View, Attachment Tools25.2 View, Objects25.3 Insert, Object25.4 Edit, Paste25.5 Edit, Find Objects25.6 Edit, Object25.7 Edit, Paste Link25.8 Edit, Links25-125-225-325-325-325-325-425-425-426PROJECT UTILITIES26.1 Back-up26.2 Restore26.3 Delete26-126-126-126-126.4 Check-in/Check-out26.5 Import and Export26.6 Working with SureTrak Files26.7 Batch26-126-226-226-226.8 PFX26.9 Working With Microsoft Project MPX Files26-226-327ITEMS NOT COVERED IN THIS BOOK27-128INDEX28-1 Eastwood Harris Pty Ltdxii

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 20065ACTIVITY CODESActivity codes are used to sort, select, summarize and group activities under headings. Theyare used to present different views of your project during scheduling and statusing. Theseheadings are often based on your Work Breakdown Structures (WBS) and OrganizationBreakdown Structure (OBS).Defining the code structure may be a major task for project managers. The establishment oftemplates makes this simpler as your standard codes would be predefined.Work Breakdown StructureProjects should be broken up into manageable areas by using a Work Breakdown Structureor WBS. The WBS is usually based on the various components of the project.Organization Breakdown StructureOrganization Breakdown Structure is a term used to describe reporting hierarchy of peoplewith areas of responsibility, just like an organization chart within a company.Other Breakdown StructuresOther common breakdown structures found are: Contract Breakdown Structure, allocating activities to contracts, System Breakdown Structure, breaking a System into Sub-Systems and Sub-Sub- Systemsas used in System Engineering and A code structure to break a project down into physical areas.P3 Activity Code Dictionaries are created for each project breakdown structure and ActivityCode Values assigned to reflect the items within the breakdown structure. Activity CodeValues are assigned to each activity so activities may be grouped and sorted. Eastwood Harris Pty Ltd5-1

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 20065.1 Defining Activity CodesSelect Data, Activity Codes to define the Activity Codes.P3 has two types of activity codes, Activity codes and Activity ID Codes. Activity codes are codes are assigned to activities in the Activity Form or by using othermethods. Activity ID codes are assigned through the logical coding of the Activity ID. These arediscussed in the ORGANISING ACTIVITIES chapter. Alias is a facility for combining codes, this topic will be covered in the ACTIVITY ID’S,ALIAS AND WBS CODES chapter and may only be used in reports. Transfer allows you to transfer codes from another project.An Activity code has a Name and a Description. The dictionary holds a series of Values andeach Value has a Description.In the example above: the dictionary for the Departments of the Project is named DEPT ENG is the value for the Engineering Department and PCH is the value for the Purchasing Department. Eastwood Harris Pty Ltd5-2

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 20065.2 Creating and Deleting Code DictionariesTo create a new code: Select the place where you want to insert a new code and clickCodes or click into the first blank line under Codes. Give the dictionary a 1 to 4-character Name. Nominate a code Length to a maximum of 10 characters. The length is the maximumnumber of characters each code may have. Type in the Description for the code. To delete a dictionary, highlight the appropriate dictionary and click thebutton.Deleting a dictionary will delete all the dictionary codes assigned to all activities. The total of all the code lengths added together has a maximum length of 64 characters. A maximum of 20 Codes are permitted.ibutton under the titleIt is recommended to keep the code length as short as possible to reduce thenumber of keystrokes when assigning the code to an activity. Eastwood Harris Pty Ltd5-3

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 20065.3 Creating and Deleting Activity CodesTo create a Code: Select a blank line or click on an existing code and click the Allocate the Code Value. The maximum length of a Code Value is the code Lengthnominated in the dictionary and must be uppercase characters and numbers only. Type in the Description of the code. Allocate the order, from 1 to 254 to order the Codes on the screen. The lowest value isdisplayed at the top of the screen. If the order is not used (or has the same value) then thecodes will be reordered alphabetically Select theicon to insert a code.button to delete a code.5.4 Default Activity CodesDefault activity codes may be created using Tools, Options Default Activity Codes. Thesecode dictionaries are created when a new project is created. This table may be edited to suityour requirements. Eastwood Harris Pty Ltd5-4

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 200610 ADDING THE LOGICThe next phase of a schedule is to add the logic to the activities. There are two types of logicthat you must understand: The first is the logic links or relationships between activities and The second is the imposed constraints on the activities.10.1 Understanding RelationshipsThere are four types of relationships available in P3; they are Finish-to-Start (FS) (alsoknown as conventional), Start-to-Start (SS), Start-to-Finish (SF) and Finish-to-Finish (FF).Two other terms you must understand are: Predecessor, an activity that controls the start or finish of another activity, and Successor, an activity whose start or finish depends on the start or finish of anotheractivity.If you were to draw a FS relationship (or conventional) it would look like this:While the SS relationship looks like this:The SF relationship looks like: Eastwood Harris Pty Ltd10-1

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 2006The FF relationship would be:An example of a FS with positive lag:and an example with negative lag:Lag is calculated on the predecessor's calendar.iYou must be careful when using a lag to allow for delays such as curingconcrete when the predecessor is not a seven-day calendar. The concrete willcure while the predecessor calendar has non-work days. Eastwood Harris Pty Ltd10-2

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 200610.2 Adding Relationships to the ActivitiesThere are a number of methods for adding logic to activities. This chapter will look at thefollowing techniques: Graphical adding, editing and deleting relationships, Series Link and Unlink, Successor and Predecessor forms and PERT View.10.2.1 Graphical Adding, Editing and Deleting RelationshipsAdding RelationshipsThere are two modes of screen presentation. The first is where links are displayed on thescreen. The second is without links. When links are shown, logic may be added on the screenusing the mouse. To change between modes click on thebutton in the tool bar, push F3 orselect View, Relationships.You may add relationships on the screen by right clicking on the end of the predecessoractivity bar, the mouse arrow is replaced by a , hold down the mouse button and draggingto the start of the successor activity.To create other relationships such as Start to Start, drag from the beginning of thepredecessor to the beginning of the successor bar.Editing Relationships in the Bar Chart ViewClick on a relationship line and this will open the Edit Relationship form. This allows youto select and edit a relationship.The Confirm Relationships form will be displayed when there is more than one relationshipline and you are able to select the relationship you wish to edit. Eastwood Harris Pty Ltd10-3

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 2006You may also select an activity and select Edit, Relationships to open the SelectRelationship form.10.2.2 Link and UnlinkThe Series Link is a method of linking a series of activities with Finish to Startrelationships. highlight the activities to be linked and click Edit, Link Activities or the now all the activities are linked.button on the tool bar,The activities need not be consecutive activities to be Linked. Activities may be selected atrandom with the Ctrl key held down and then Linked. When activities lower down in theschedule are selected first, they will not be linked in the order they were selected. Activitieswill be linked from top to bottom.To remove Finish to Start relationships, select the activities to be unlinked and use:button on the tool bar or the select Edit, Unlink.10.2.3 AutolinkThe Autolink facility automatically assigns a Finish to Start relationship to an activity youhighlight before adding an activity.Select Insert, Autolink to turn this facility on or off. Eastwood Harris Pty Ltd10-4

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 200610.3 Successor and Predecessor FormsThe third way to link activities is to use the Successor and/or the Predecessor forms. Thereare several methods of opening these forms. Highlight the activity and click the right mouse button, which causes a pop-up menu toappear. Then select Activity Detail, a sub-menu pops up from which you may select therequired form. The Predecessor Form is shown below. Select View, Activity Detail which shows the same menu opened by the right mousebutton. Click on the Click on the Predecessor or Successor Tool Bar Icons Use the Pert View (which will be covered next).and/orin the Activity Form.When the form is open, you may insert the relationships required, including the link type andthe lag.Scroll right to display a substantial amount of information on the activity.Jump is used to move to the highlighted predecessor or successor. Eastwood Harris Pty Ltd10-5

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 200610.4 Deleting RelationshipsRelationships may be deleted by Opening the Predecessor or Successor form. Clicking on a Relationship Line on the Bar Chart to display the Edit Relationship form. Using Series Unlink as described above Highlight an activity and select Edit, Relationships to open the Edit a Relationshipform. Highlight one activity and select Edit, Extract Activity, this will join all predecessoractivities to the successor activities of the highlighted activity and remove allpredecessors and successors from the highlighted activity.Highlight one activity and select Edit, Dissolve Activity, this will join all predecessoractivities to the successor activities of the highlighted activity and delete the highlightedactivity. Eastwood Harris Pty Ltd10-6

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 200610.5 PERT ViewSelect View PERT or press F6 or click on theChart view to PERT view.icon. The screen will change from BarPosition the mouse on the left (for start) or right (for finish) end of the predecessor activity,then drag (i.e. hold the left mouse button down) thewaiting for the cursor to change to acursor to the left or right of the successor activity bar.When the activity is not visible, release the mouse in a blank area and choose the successorusing the Successor Activity form. Eastwood Harris Pty Ltd10-7

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 2006To change the relationship or alter the lag on an existing relationship, move the mouse overthe relationship line and left click to open the Edit Relationship form.10.5.1 Formatting your PERT ViewSelect Format, Relationship as the first step in tailoring the PERT view.This allows you to choose: To display/not display the driving and non-driving relationships Change the color and line style Change to method of drawing the relationship lines and Display the lag and relationship type in the font of your choice. Eastwood Harris Pty Ltd10-8

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 2006Select Format, Activity Box Configuration to open the Activity Box Configuration formas the next step in tailoring the PERT view.This allows you to: Select/modify the contents of each activity box Select the font to be used for the text in the box Display/not display connectors not in your current view Configure the connectors fill and text/border color or Optionally indicate progress and milestones. Eastwood Harris Pty Ltd10-9

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 2006Modifying/creating a new template by using the Modify template button to open the ModifyTemplate form:Entering a new template name activates the Add template button and allows you to storeyour modifications under a new name.Select the cell you wish to modify and then either: Alter the cell contents, alignment or style Insert a row above the row of that cell Delete the row of that cell Append a row to the last row of the box Split the selected cell in two or Delete the cell but leave the row and other cells in that row. Eastwood Harris Pty Ltd10-10

PLANNING USING PRIMAVERA PROJECT PLANNER P3 V3.1 – REVISED 2006Select Format, Activity Box Ends and Colors to open the Activity Box Ends form as thenext step in tailoring the PERT view.You may tailor the shape, pattern, color and width of the ends of the boxes. Use a filter or theShift/Ctrl keys to select multiple activities you wish to format.10.5.2 Timescale PERTA timescaled Pert is available which presents the activities with a timescale.From the Pert view select Format, Organize to open the Organize form and select theArrangement tab. You may select the Standard PERT layout or the PERT layout with timescale (see thenext page

1.3 Purpose of Planning 1-2 1.4 Project Planning Metrics 1-3 1.5 Planning Cycle 1-4 1.6 Levels of Planning 1-5 1.7 Monitoring and Controlling a Project 1-7 2 CREATING A PROJECT PLAN 2-1 2.1 Understanding Planning and Scheduling Software 2-1 2.2 Understanding your Project 2-2 2.3 Level 1 – Planning Without Resources 2-3

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Primavera P6 15.2 EPPM /Web Primavera P6 PPM 60 days EPPM server access free SAP PS MM briefing & EVM 1 year Support after course Classroom Based Training Live Online Primavera P6 Training On Site Training Primavera can be delivered by the exp

Her specialties are Primavera P6 EPPM and Primavera P6 Professional. I would like to thank Joel Goveya for being such a cooperative and an understanding project coordinator. Robert W. Self, PMP has over 20 years experience in training, implementation and use of Primavera products with expertise in Primavera Project Manager (P6),

2.2 Given below are Steps Involved in Monitoring and Control in Primavera P6: 1. Creating EPS: The first step of planning in primavera is to create an ideal schedule for any project, firstly we collect all the data available for the project. The steps that can be followed in Primavera P6 software are such as

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Shawn Pressley, Director of Project Management Systems and Development, Hill International Primavera Solutions for Engineering and Construction The Primavera project portfolio management system enables you to plan, manage, control, and deliver projects of any size. Primavera gives e

Primavera P6 Global & Project Data It‟s important to remember that Primavera P6 was initially designed as an Enterprise project management system. Even though many of us use Primavera P6 as a standalone tool, shunning all of the enterprise bells and whistles, at it‟s core is a datab