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  • Power Sample Point Slide Show

    Copyright Eastwood Harris Pty Ltd 1


    Page 2

    Welcome to theEastwood Harris Pty Ltd

    Primavera P6Versions 8, 15 and 16

    EPPM Web Tool2 day training course

    Enterprise Portfolio Project Management

    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


    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 Classic View

    9 - Formatting the Standard View

    10 - Adding Relationships

    11 - Activity Network View

    12 Constraints


    Page 7


    Course AgendaDAY 2

    13 - Printing and Reports

    14 - Scheduling Options and Setting a Baseline

    15 - Updating an Unresourced Schedule

    16 - Administer Menu

    17 - Creating Roles and Resources

    18 - Assigning Roles, Resources and Expenses

    19 - Resource Optimization

    20 - Updating a Resourced Schedule

    21 - Other Methods of Organizing Project Data.

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    Copyright Eastwood Harris Pty Ltd 2

    Page 8

    1 - INTRODUCTION 1.1 - Software Installation and Configuration

    1.2 - Purpose of the Course

    1.3 - Required Background Knowledge

    1.4 - Purpose of Planning

    1.5 - Project Planning Metrics

    1.6 - Planning Cycle

    1.7 - Levels of Planning

    1.8 - Monitoring and Controlling a Project.

    Page 9


    This book does not cover software installation.

    Web based technologies often require specialist knowledge to implement to ensure the software functions as designed.

    Page 10

    1.2 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 11

    1.3 - 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 12

    1.4 - 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 13

    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.

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    Page 81

    3.14 - Find and Replace Option In P6 R8.3 users can find and replace any text that is

    being displayed in the columns of the EPS, Activities, and Resources Assignments windows:

    Page 82

    3.15 - Global Search and Replace The Global Search and replace was improved in

    Version 16.1 with the addition of functions like nested Groupings and modification of Resource Assignments.

    To access the Global Search and Replace select the EPS window Classic View and select Actions, Global Search and Replace:

    Page 83

    3.16 - Closing a Project There are two methods for closing a project:

    From the Projects, Open Projects menu, leaving one project open to use this form,

    Selecting Projects, EPS, Actions, Close All icon will close all projects.

    Page 84

    3.17 Pop-Up WindowsThere are two types of popup windows you may be presented with:

    A web browser window when the browser requires the user to allow pop-ups or to load further software to operate, such as a Java script,

    P6 popups, which once you understand how the software operates, you should disable by selecting the Do not show again option.

    Page 85

    3.18 - Closing Down Select Logout from the top right hand side of the

    screen to close down the application.

    Page 86

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

    Management Tools

    3.2 New Interface Features In P6 EPPM 16

    3.3 - Increased Functionality in Standard View

    3.4 - Logging In

    3.5 - Primavera P6 Architecture

    3.6 - P6 Web Functionality Areas and Interface

    3.7 - Viewing Project Data

    3.8 - Understanding the Projects Window

    3.9 - Right-clicking with the Mouse

    3.10 - Full Screen Mode Icon Continued

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    Page 153

    7.1.6 - Price/Unit Like Microsoft Project an activity may be assigned a

    Unit (hours or work) without a resource being assigned,

    This value is used to calculate a cost when a Unit has been assigned to an activity without a resource assignment.

    Page 154

    7.1.7 - Auto-numbering Defaults Each Activity ID is unique and is not change when

    activities are reordered,

    The Auto-numbering Defaults decides how new activities are numbered,

    The first activity added to a new project will be based on the defaults set in this form,


    Activity IDs do not change like Microsoft Project when activities are reordered,

    There is no function of Increment Activity ID based on selected activity found in the Client,

    There are no Activity ID Codes allowing logic to be automatically embedded into the Activity IDs, which are a powerful features of both P3 and SureTrak.

    Page 155

    7.2 - Adding New Activities To add an Activity:

    From the Activities window,

    Select the appropriate WBS Node and then either: Press the Insert key on the keyboard, or

    Click on the Add icon on the Actions toolbar.

    Page 156

    7.3 - Default Activity Duration The default activity duration for newly created

    activities is specified in the Administer, Application General tab Activity Duration cell.

    Page 157

    7.4 - Copying Activities from other Programs Activity data may be updated from other programs

    (such as Excel) by using the Excel Import and Export function.

    Page 158

    7.5 - Copying Activities Activities may be copied from another project when

    both projects are open at the same time or copied from within the same project using the normal Windows commands of: Copy and Paste, by using the menu commands Right

    click, Copy and Right click, Paste, or

    By using Ctrl+C and Ctrl+V,

    There is no Copy Activity Options form Renumber Activity ID based on selected activities form as in the Client and all data including relationships are copied.

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    Page 225

    Critical Path The Critical Path is the chain of activities where any

    delay causes an immediate delay in the project end date,

    It is in the top row of activities.

    Page 226


    11.1 Introduction to the Activity Network View

    11.2 - Early Date, Late Date and Float Calculations

    11.3 - Workshop 8 Scheduling Calculations and Activity Network View.

    Page 227

    11.3 - Workshop 8 - Scheduling Calculations and Activity Network View We want to practice calculating early and late dates

    with a simple manual exercise.

    Page 228

    12 - CONSTRAINTS 12.1 - Assigning Constraints

    12.2 - Project Must Finish By Date

    12.3 - Activity Notebooks

    12.4 - Workshop 9 Constraints.

    Page 229

    Activity Constraint TypesConstraints are used to impose logic on activities that may not be realistically scheduled with logic links,This module will deal with the following constraints in detail:

    Start On or After more commonly called an Early Start constraint and affects the activities Early Start date,

    Finish On or Before more commonly called an Late Finish constraint and affects the activities Late Finish date,

    These are the minimum number of constr