o a hierarchical based structure that represents how your projects are organized.

The
OBS and EPS are combined together through the responsible manager field on the
EPS structure, project folder and WBS level. The Responsible Manager field is the
OBS and this determines what users can gain access to the Project. When you
create a user, you have to give them Responsible Manager assignments in orderfor
them to see projects.Your EPS and your OBS need to have a one-to-one
relationship. If you give a usera Responsible Manager assignment (OBS) that is not
tied to an EPS, Project or WBS level, they will not see any projects when they log
into the Primavera Clientapplication or the Web Application.Rate Source
Overridecredit to : http://www.ims-web.comSince v5.0, I have been under the
impression that a resource was limited to 5 rate types in Primavera. Today, I was
informed of a field available in the Resourcetab that allows a user to select a Rate
Source. The values in the rate source field are Role, Resource and
Override. Override allows the user to plug in the customate for the resource at
the activity assignment level.We therefore are no longer limited to what was
essentially 10 rates (5 role, 5 resource) for a resource assignment.Wish I could go
back to several demos and change my answer ;-)Run a Quick Pertmaster Risk
Analysiscredit to : http://www.ims-web.comConducting a detailed and thorough
schedule or cost risk analysis can be a dataintensive and time consuming effort.
Proper conduct of the assessment process requires input from multiple responsible
project team members. Though this processis necessary to provide a credible
analysis there is one way to get a quick initial thumbnail sketch for any given
project plan.From the Pertmaster menu, select Risk, Duration Quick Risk, then
specify whetheryou want to include All tasks in the plan, All filtered tasks, or
Selected tasks only; then specify a Distribution function and standard
percentages for the Minimum, Likely and Maximum durations. Click OK and
youre all set to run the risk analysis. Repeat the same steps for resource
costs.Using Resource Codescredit to : http://www.ims-web.comJust like Project
Codes and Activity Codes, Primavera provides you resource codes that allow you
to organize, group, sort and filter your resource dictionary.The resource codes also
allow you to group and sort in the Resource Assignmentsand Resource Profile
views.Create a Resource Code1 . I n P r i m a v e r a , c r e a t e a r e s o u r c e
c o d e c a l l e d a M a n a g e r b y d o i n g t h e f o l l o wing:1 . C l i c k
on Enterprise in the menu bar, and choose
Resource Codes.2 . C l i c k
o n
M o d i f y . 3 . C l i c k
o n

A d d . 4.Type Manager as the new

resource code name.5 . C l i c k
C l o s e . 6.At the top, you will see
M a n a g e r i n t h e d r o p d o w n . 7.Click on the Add
button, to add names to the manager resource
code.8.After adding all of the names, click on
C l o s e i n t h e r e s o u r c e c o d e w i n d o w.2 . C l i c k o n
Customize and place the Manager resource code as the
f i r s t o p t i on to group by.3 . Y o u r r e s o u r c e d i c t i o n a r y i s
n o w g r o u p e d b y t h e c o d e . 4.To go back to how the
r e s o u r c e d i c t i o n a r y w a s o r i g i n a l l y g r o u p e d , c l i c k the
Display Option bar again and choose Group and Sort, default.A resource profile
can also be grouped by the Manager resource code. This allows the user to click on
the managers name in the profile and see a rollup of all of the limits for the
resource under that managers name. This view makes for a gr
eat capacity planning report. To group by the Manager resource code that was
created above in the resource profile, follow the instructions
below:1 . O p e n
a
p r o j e c t . 2.Click
on the Activities button in the Directory
bar.3.Turn on the resource profile in the
bottom layout. 4.In the resource list on the left
s i d e o f t h e r e s o u r c e p r o f i l e , c h o o s e t h e Directory
Bar.5 . C l i c k o n t h e S e l e c t V i e w a n d t h e n c h o o s e
Resource.6 . C l i c k o n t h e G r o u p a n d
S o r t B y . 7.Choose the Manager resource code as
the first option to group by.8 . C l i c k
o n
O K . 9.In the resource list, you should
n o w s e e y o u r r e s o u r c e s g r o u p e d b y t h e M anager
name.10. Click on the Manager name in the list and you will see the rollup
information displayed in the Profile view on the right of the screen.Clean Up Your
Primavera Reportscredit to : http://www.ims-web.comWhen adding header and
footer information to your custom printing layouts or notes fields, Primavera adds
a double-space when you hit Enter for another line by default. You can get a
single space by holding down the Right Shift key while hitting Enter to minimize
the space you need and make the reports look more professional.How to Determine
Resources Needed for a Projectcredit to : http://www.ims-web.comWhen using P6
for managing resources, users often want to be able to see the number of people a
project will require to complete. This can be achieved by usingthe Resource
Allocation capabilities of P6.Start by building your project schedule with the

required roles to do the work.Next, turn on the Resource Profile in the bottom
layout view. Then go to the Role Profile options by clicking on the Display Option
bar in the Resource Profile view. Click on the Graph Tab and go to the bottom of
the window and click inthe check box next to Calculate Average. In the Divide
Intervals Total by section, type in the number 40 (this represents a typical work
week amount of 40 hours per week). In the Unit of Measure field type in FTE (Full
Time Equivalents) or People or whatever you want the unit of measure to be.Click
OK on the Window and your resource profile will now tell you the number
ofpeople needed.Exporting Expense Detail in P6credit to : http://www.imsweb.comBecause you can export Expense information from the schedule to Excel,
you can easily add, revise or delete this information. It can then be imported back
intoPrimavera.The catch to this is that any column that has a column header that
contains an asterisk (*) from the export is Read-Only and you cannot modify these
fields. Oneof these columns is the Unit / Price column, which is one that may
need revision.The Trick is that the values in the Actual Cost column will
populate the Unit / Price values when they are imported back to the Expenses in
Primavera. Just place the Unit / Price value in the Actual Cost field of the
spreadsheet. Once imported, the Actual Cost field from the import will also
populate the Unit / Price field and Budgeted Cost will result from the product
of Budgeted Units x Unit / Price. Zero ($0)out or re-import the true Actual
Cost values in Primavera and youre done!5 Responses1.ihtsham, on August 5,
2008 at 4:44 pm said:hello guys, i am a newbie to Primavera & hence to project
management, I know litle about primavera, never worked profesionally in it, but
can define WBS, activities, relations, constraints, scheduling, cost, roles &
resources definition, and nothing moreWell, in couple of days i will be
interviewed for a planning engineer job, can you people help me in this case? what
type of typical question are common in inte
rview of planning engineers?waiting anxiously for your reply. u may reply me at
ihtxam@gmail.comRegards, ihtshamReply2.farestplanner, on August 12, 2008 at
6:50 pm said:Here is my tips:1) Get familiarize with Planning Tools i.e Microsoft
Project, Primavera etc. Itwill help you to explain how you are going to start your
work. The most popularquestion is:1. What is CRITICAL PATH METHOD?2.
Relationship between successor & predecessor3. Different between financial &
physical curve4. WBS concept and implementation on Primavera5. Calculation for
the physical progress2) Prepare your Planning Sheet; which is comprises with site
productivity. You can organize as your construction library. As Planner, Planning
Sheet is our basis to justify duration for each activity we assign in Primavera or
MS Project.3) Get to know with correct sequence of work. No matter either you
are in construction industry or M&E system, extensive knowledge in correct work

sequence is an essential skill to develop.ReplyoRaviKuamr A, on September 7,

2010 at 7:14 pm said:Very Useful info.ThanksReply3.Ravishankar Anantharamu,
on February 19, 2010 at 4:19 am said:Hi,I like the level of detail in the
article.RegardsRaviReply4.Rob, on May 12, 2011 at 1:36 am said:Im also needing
help in Primavera and Planning activities. I would like to know how can I be an
effective planner and what are the day to day task for a planningengineer do I need
to be expert in Primavera?What are the key things I need to know?