P6 Version 8.2 & 8.3 EPPM Web Power Sample Point...

P6 Version 8.2 & 8.3 EPPM Web Power Sample Point Slide Show

Copyright Eastwood Harris Pty Ltd 1

THIS SLIDE REQUIRES NEW PICTURE

Page 2

Welcome to theEastwood Harris Pty Ltd

Primavera P6Version 8.3

EPPM Web Tool2 day training course

“Enterprise Portfolio Project Management”

Page 3

IMPORTANT POINTS FOR INSTRUCTOR See notes below.

Page 4

Administration Evacuation

Facilities, timings and meals

Mobile phones & Emails

Introductions: Your name,

The types of projects you are involved in,

Your experience in scheduling software and

What you seek from this course,

Course attendance sheet,

Course conduct.

Page 5

Course ObjectivesThis course objectives are to teach participants:

Introduction to the user interface,

How to create and plan projects without resources including creating the WBS, adding activities, relationships and constraints,

Formatting, filters, layouts and printing,

Assigning Baselines and updating an un-resourced project,

Adding and assigning Roles and Resources,

Updating a Resourced project,

Successful completion of the workshops is required to complete the course.

Page 6

6

Course AgendaDAY 1

1 - Introduction

2 - Creating a Project Plan

3 - Starting Up and Navigation

4 - Creating a New Project

5 - Defining Calendars

6 - Creating a Primavera Project WBS

7 - Adding Activities and Organizing Under the Wbs

8 - Formatting the Activity Window and Views

9 - Adding Relationships

10 - Activity Network View

11 – Constraints

continued…



Page 7

7

Course AgendaDAY 2

12 - Printing and Reports

13 - Scheduling Options and Setting a Baseline

14 - Updating an Unresourced Schedule

15 - Administer Menu

16 - Creating Roles and Resources

17 - Assigning Roles, Resources and Expenses

18 - Resource Optimization

19 - Updating a Resourced Schedule

20 - Other Methods of Organizing Project Data

21 – Index.

Page 8

1 - INTRODUCTION 1.1 - Purpose

1.2 - Required Background Knowledge

1.3 - Purpose of Planning

1.4 - Project Planning Metrics

1.5 - Planning Cycle

1.6 - Levels of Planning

1.7 - Monitoring and Controlling a Project.

Page 9

1.1 – Purpose of the course Provide a method for planning, scheduling and

controlling projects using Primavera,

Within an established Enterprise Project database or a blank database,

Up to an intermediate level.

Page 10

1.2 - Required Background Knowledge The ability to use a personal computer and

understand the fundamentals of the operating system,

Experience using application software such as Microsoft Office and

An understanding of how projects are planned, scheduled and controlled, including understanding the project management processes applicable to your projects.

Page 11

1.3 - Purpose of Planning The ultimate purpose of planning is to build a model

that allows you to predict which activities and resources are critical to the timely completion of the project,

Strategies may then be implemented to ensure that these activities and resources are managed properly, thus ensuring that the project will be delivered both On Time and Within Budget.

Page 12

Planning aims to: Identify the total scope and stakeholders

Plan to deliver the scope and understand the risks

Evaluate different project delivery methods

Identify the deliverables under a logical breakdown of the project, often called WBS or PBS

Identifying activities required to produce the deliverables

Identify and optimize the use of resources

Evaluate if target dates may be met

Identify risks and plan to minimize them

Provide a baseline plan

Assist in stakeholders’ communication

Assist management to think ahead and make informed decisions.



Page 79

3 - STARTING UP AND NAVIGATION - SUMMARY3.1 - Special Note Regarding Web Based Project

Management Tools

3.2 - Logging In

3.3 - Primavera P6 Architecture

3.4 - P6 Web Functionality Areas and Interface

3.5 - Viewing Project Data

3.6 - Understanding the Projects Window

3.7 - Right-clicking with the Mouse

3.8 - Full Screen Mode Icon

3.10 – Search Function

Continued…

Page 80

3 - STARTING UP AND NAVIGATION – SUMMARY (cont)3.11 – Accessing Help

3.12 – Find and Replace

3.15 – Closing Down

Page 81

3.16 - Workshop 1 - Navigating Around the Windows To become familiar with Primavera you will open your

database and navigate around the windows,

Note: Your windows may look different from the one used in this publication which uses a demonstration database provided by Oracle Primavera.

Page 82

4 - CREATING A NEW PROJECT4.1 - Creating a Blank Project

4.2 - Copy an Existing Project

4.3 - Using the Project Templates Function,

4.4 - Importing a Project

4.5 - Saving Project Information on Changing Windows

4.6 - Deleting a Project

4.7 - Setting Up a New Project

4.8 - Saving Additional Project and EPS Information –Notebook Topics

4.9 - Workshop 2 – Creating Your Project.

Page 83

4.1 - Creating a Blank Project There are several methods to create a new project

from the Projects, EPS page: Adding a new project from the Actions menu, or

Copy an existing project and editing it, or

Using the Project Template feature, or

Import a project created from another Primavera database or created with another software program such as P3, SureTrak or Microsoft Project, or Asta Powerproject.

continued…

Page 84

Creating a Blank Project You may create a new project at any point in time by:

Selecting the Projects, EPS, Actions, Add, Add Project... icon from the menu, or

Clicking on the Add Project... icon on the toolbar to open the Add Project form.

Information Required: A unique Project ID

Project Name

Optional Description

EPS Node

Responsible Manager (OBS)

Planned Start date

(Optional Must Finish By date).



Page 151

7.6 - Elapsed Durations An Elapsed duration is a duration that runs 24x7,

A P6 activity may NOT be assigned an Elapsedduration as in Microsoft project,

A P6 activity should be scheduled on a 24hrs/day and 7 days per week calendar to assign an elapsed duration.

Page 152

7.7 - Finding the Bars in the Gantt Chart At times you will find there are no bars displayed in

the Gantt Chart because the Timescale has scrolled too far into the past or future,

Double-click in the Gantt Chart in line with an activity and the Timescale will scroll to display the activity bar.

Page 153

7.8 - Activity Information –Bottom Layout Tabs

General Assignments (Resources in

the Client) Expenses Notebooks (Notebook in

the Client) Risks Trace Logic

Steps Feedback Documents (WPs & Docs in

the Client) Codes Predecessors & Successors

(Relationships as in Client) Issues

The Bottom pane has a number of tabs where information about the highlighted activity may be viewed and edited:

Page 154

7.9 – Discussion FeatureA new tab has been added to the Activities Window in P6 Version 8.3, titled Discussion which enables:

Users to create a discussion thread for each activity,

Each entry is saved with the date of entry and user name and the entire thread is recorded:

Page 155

7.10 - Assigning Calendars to Activities Activities often require a different calendar from the

default Project Calendar assigned in the Project Information form,

Primavera enables each activity to be assigned a unique calendar, by displaying the Calendar column:

Page 156

7.11.1 - Assigning Activities to a WBS Node A new activity will inherit the WBS Node of a selected

existing activity when the project is organized by WBS Nodes and an activity is created,

You may cut and paste activities from one WBS Node to another, or

Change the activity WBS by: Inserting the WBS column by clicking on the Columns

icon and selecting WBS from the Columns form under General, then

Clicking in theWBS column of an activity will open the Select WBS form:



Page 223

12.4 - Enhanced Printing from the EPS and Activities Windows

Unlike older versions of P6, the Version R8.3 allows the user to print from either the EPS or Activities window and print only the Project or Activity Table excluding the Gantt Chart;

Page 224

12.5 - Reports Reports are run from the dashboard and are not part

of this book:

Page 225

12.6 - Other Primavera Reporting Options There are several other several other tools available

from Oracle that may be used generate Primavera reports,

These include P6 Analytics and BI Publisher which are not covered in this course.

Page 226

12 - PRINTING AND REPORTS12.1 - Printing the Gantt Chart

12.2 - Print Preview

12.3 - Page Setup

12.4 - Reports

12.5 – Enhanced Printing from the EPS and Activities Windows

12.6 - Other Primavera Reporting Options

12.7 - Workshop 10 – Printing.

Page 227

12.7 - Workshop 12 - Printing We want to issue a report for comment by

management and will set up our Headers and Footers.

Page 228

13 - SCHEDULING OPTIONS AND SETTING A BASELINE

13.1 - Understanding Date Fields

13.2 - Scheduling Options – General Tab

13.3 - Setting the Baseline

13.4 Additional Baseline Fields

13.5 - Workshop 11 – WBS, LOEs and Setting the Baseline.



Page 295

15.9 - User Sessions This allows the identification of all users who are

using the system.

Page 296

15.10 - Miscellaneous Defaults There is no Default Project as in the Windows

Client,

Read the section in the Scheduling Options –General Tab to understand these way multiple opened projects calculate in the Web.

Page 297

15 - ADMINISTER MENU –SUMMARY 15.1 - Administer Menu

15.2 - My Calendar

15.3 - My Preferences

15.4 - Administer Settings

15.5 - Enterprise Data

15.6 - Global Schedule Services

15.7 - User Access

15.8 - User Interface Views

15.9 - User Sessions

15.10 - Miscellaneous Defaults.

Page 298

16 - CREATING ROLES AND RESOURCES 16.1 - Understanding Resources and Roles

16.2 - Creating Roles

16.3 - Creating Resources and the Resources Window

16.4 - Workshop 13 – Adding Resources to the Database.

Page 299

16.1 - Understanding Resources and Roles Traditionally, planning and scheduling software

defines a Resource as something or someone that is required to complete the activity and sometimes has limited availability. This includes people or groups of people, materials, equipment and money,

Primavera a has a function titled Roles,

A Role is normally used at the planning stage of a project and represents a skill or position. Later, and before the activity begins, a Role would be filled by assigning a specific individual who would be defined as a resource,

Roles may be assigned to both Resources and Activities.

Page 300

Understanding Resources and Roles Roles are able to show the gap between the available

supply of resources and planned supply (forward load)



Page 367

19.7 - Updating the ScheduleThis takes place in two steps:

Firstly the Dates and Durations are updates in the same way as an un-resources schedule, then

The Resources and Expenses Units and Costs are updated,

It must be decided how this operation is completed as there are many options.

Page 368

19.7.1 - Preferences, Defaults and Options for Updating a ProjectMost Primavera options are good, but there are some that should be changed. The options to be considered and checked before updating a schedule:

% Complete Type Activity Type Link actual to date and actual this period units and cost Duration Type Resource Assignments options Resources Cost Calculation options Auto Compute Actuals Calculate Costs from Units Schedule Options Steps Earned value calculation.

Page 369

19.7.2 - Updating Dates and Percentage CompleteThe schedule should be first updated as outlined in the Tracking Progress chapter,

In summary, this is completed by entering:

The Actual Start and Actual Finish dates of Complete activities,

The Actual Start, % Complete and/or Remaining Duration of In-Progress activities,

Adjust Logic, Constraints and Durations of Un-started activities.

Page 370

19.8 - Updating ResourcesResource units and costs may be updated using one of the following methods:

Entering the data using the Assignments tab in the Activities Window, or

Entering the data using the right section of the General tab in the Activities Window, or

Entering Progress Automatically from the timesheets, a process titled Applying Actuals, or

Importing from Excel. Actual dates and Remaining Durations may be imported but Suspend and Resume may not,

The instructor will demonstrate this process using the Assignments tab and General tab in in the Activities Window.

Page 371

19.9- Updating Expenses

Expenses are updated in a similar way to resources in the Activities Window, Expense tab, and are simple to use.

Expenses will not be covered in detail, but here are some notes in the book about Expenses that you may find useful.

Page 372

19.10 - Updating Using Progress Reporter Progress Reporter, also previously known as Team

Player, is the Primavera timesheet application,

There are some notes in the book about this function but is not covered in this course.



Page 373

19 - UPDATING A RESOURCED SCHEDULE - SUMMARY 19.1 - Understanding Planned Values and Baseline Projects

19.2 - Understanding the Current Data Date

19.3 - Information Required to Update a Resourced Schedule

19.4 - Project Preferences Defaults for Updating a Resourced Schedule

19.5 - Activities Window – Percent Complete Types

19.6 - Using Steps to Calculate Activity Percent Complete

19.7 - Updating the Schedule

19.8 - Updating Resources

19.9 - Updating Expenses

19.10 - Updating Using Progress Reporter

Page 374

19.11 - Workshop 16 – Updating a Resourced Schedule We now need to update the activities and resources

as of 09 Dec 13.

Page 375

20 - OTHER METHODS OF ORGANIZING PROJECT DATA 20.1 - Understanding Project Breakdown Structures

20.2 - Activity Codes

20.3 - User Defined Fields

20.4 - Workshop 17 – Activity Codes and User Defined Fields (UDF)

Page 376

20.1 - Understanding Project Breakdown StructuresThe Work Breakdown Structure – WBS function was discussed earlier as a method of organizing projects and activities under hierarchical structures.

There are alternative features available in Primavera for grouping, sorting and filtering activities, resources, and project information:

Activity Codes

User Defined Fields (UDF)

WBS Categories – not covered

Resource Codes – not covered

Cost Accounts – not covered.

Page 377

20.2 - Activity CodesActivity Codes may be used to Group, Sort, and Filter activities from one or more open projects,

Activity Codes, such as Phases, Trades, or Disciplines, are often defined in the Activity Codes Definition form,

Activity Code Values are defined in the in theAdminister, Enterprise Data, Activities, Activity Codes tabs, such as: Phases of Design, Procure, Install and Test,

Trades of Brickwork, Plumbing and Electrical, and

Disciplines of Concrete, Mechanical, Pipework,

Activity Codes are assigned from the Activities Window using the Codes tab in the lower pane or displaying the appropriate Activity Code column,

The instructor will demonstrate.Page 378

20.3 - User Defined Fields User Defined Fields are similar to Custom Data Items

in P3 or Custom Fields in Microsoft Project and provide the ability to assign additional information to database records,

They may be used for recording information about the data field as an alternative to Activity Codes and other predefined Primavera fields,

The type of data that may be assigned to User Defined Fields would be equipment number, order number, variation or scope number; road, railway or pipeline changes; address and additional costs data,

continued…



Page 379

User Defined Fields Activity data may be filtered, grouped, and sorted

using these User Defined Fields in a similar way to Activity Codes,

Data may be imported into the fields and, unlike Activity Codes, the data item does not have to exist in the database before importing,

There are a number of predefined fields that may be renamed and new ones may be created.,

The instructor will demonstrate UDFs.

Page 380

20 - OTHER METHODS OF ORGANIZING PROJECT DATA -SUMMARY 20.1 - Understanding Project Breakdown Structures

20.2 - Activity Codes

20.3 - User Defined Fields

Page 381

20.4 - Workshop 17 – Activity Codes and User Defined Fields (UDF) This workshop will look at creating an Activity Code

and some UDFs,

We will create an activity code to represent the departments’ responsibilities for the Project.

Page 382 TCC0205-TRG-TM-SP10\A2

Review Expectations

Any questions,

Complete Feedback Sheet,

Have we met your expectations?

Page 383

Database Cleanup at end of course, if required:Please could you delete all:

User Filters

User Layouts

The resources created but NOT your Resource node

Your projects.

Page 384

384

Thank you for attending

P6 Version 8.2 & 8.3 EPPM Web Power Sample Point...

Documents

Transcript of P6 Version 8.2 & 8.3 EPPM Web Power Sample Point...