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Primavera P6 Fundamentals
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Rel 8.2
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Student Guide
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D75456GC10
Edition 1.0
March 2012
D76314


Mahatma Education Societys Dr KM Vasudevan Pillais Campus

Copyright 2012, Oracle and/or its affiliates. All rights reserved.


Author
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CONTENTS
Lesson 1: Project Management Life Cycle ....................................................1
Project Management Definitions.....................................................................2
Project Management Life Cycle......................................................................3
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Initiating Process Group ..................................................................................4


Planning Process Group ..................................................................................5
Executing Process Group ................................................................................6
Controlling Process Group ..............................................................................7
Closing Process Group ....................................................................................8
Lesson Review.................................................................................................9
Lesson 2: Understanding Data in P6............................................................10
P6 EPPM .......................................................................................................10
P6...................................................................................................................11
Team Member Applications ..........................................................................13 h a s
Other Applications.........................................................................................14 in)
Enterprise Project Structure (EPS) ................................................................15 s ac
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EPS ................................................................................................................16
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Sample EPS ...................................................................................................17
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Benefits of the EPS........................................................................................18
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m ar@ tude
Organizational Breakdown Structure (OBS).................................................19
Sample OBS ..................................................................................................20
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EPS and Security ...........................................................................................21
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Enterprise Data and Project-Specific Data ....................................................22
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Enterprise Data ..............................................................................................23
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Project-Specific Data.....................................................................................24
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Lesson Review...............................................................................................25
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Lesson 3: Overviewuand Navigation.............................................................26
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Navigatinga
m a n sf
P6 ................................................................................................27
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....................................................................................................28
i P6hPages.........................................................................................................29
s o n
a th Overview:
a n Overview and Navigation ............................................................30
S Logging In...................................................................................................31
Using the P6 Title Bar and P6 Help ............................................................32
Using the P6 Navigation Bar ......................................................................34
Opening a Project via the Dialog Box.........................................................35
Opening a Project on the EPS Page ............................................................38
Opening Multiple Projects ..........................................................................39
Overview: Navigating the Projects Section...................................................40
Projects Navigation Bar ..............................................................................41
Viewing the Activities Page and Selecting an Activity View.....................43
Customizing the Activities Toolbar ............................................................44
Activity Table..............................................................................................46
Gantt Chart ..................................................................................................47
Activity Network.........................................................................................48
Customizing the Activity Network .............................................................49
Calendar View.............................................................................................50
Activity Detail Windows.............................................................................51
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
WBS Detail Windows .................................................................................52
Lesson Review...............................................................................................53
Lesson 4: Creating a Project.........................................................................54
Project............................................................................................................55
Creating a Project ..........................................................................................56
Required Information for Creating a Project.................................................57
Overview: Creating a Project ........................................................................58
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Creating a New Project ...............................................................................59


Creating a New Project from a Template....................................................61
Overview: Editing Project Details.................................................................63
General Detail Window ..............................................................................65
Budget Log Detail Window ........................................................................67
Notebook Detail Window ...........................................................................68
Codes Detail Window .................................................................................69
Lesson Review...............................................................................................70
Lesson 5: Creating a Work Breakdown Structure .....................................71 s
WBS ..............................................................................................................72 h a
Overview: Creating a WBS ...........................................................................75 in)
Adding a Child WBS Element ....................................................................76 s ac
Specifying a WBS Code and a Responsible Manager ................................78 m e
Adding a Sibling WBS Element .................................................................79 e t
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Adding a WBS Element Using a Keyboard Shortcut .................................80
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Creating Additional WBS Levels................................................................81
Cutting and Pasting a WBS Element ..........................................................82
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Lesson Review...............................................................................................84

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Lesson 6: Adding Activities...........................................................................85
Activities........................................................................................................86
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Activity Components.....................................................................................87
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Activity Type.................................................................................................88
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Start Milestone...............................................................................................89
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Finish Milestone
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Task Dependent -tr
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hk Dependent......................................................................................92
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Resource
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S a tHow a n Type Affects Dates .................................................................93
Question.........................................................................................................95
Level of Effort ...............................................................................................96
WBS Summary..............................................................................................97
Activity Codes ...............................................................................................98
Overview: Adding Activities.........................................................................99
Adding a Start Milestone ..........................................................................100
Adding Activities ......................................................................................101
Copying and Pasting Activities.................................................................102
Deleting Activities ....................................................................................103
Importing Spreadsheets to Add Activities ................................................104
Overview: Editing Activity Details .............................................................106
Using Steps ...............................................................................................108
Using Notebooks.......................................................................................109
Using Activity Codes ................................................................................110
Adding Activity Code Values ...................................................................111
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Lesson Review.............................................................................................112
Case Study 1: Creating a Project ............................................................. 113
Lesson 7: Calendars.....................................................................................116
Calendars .....................................................................................................117
Available Calendars.....................................................................................118
Resource Calendars .....................................................................................120
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Work Time Types........................................................................................121


Calendars and Activity Types .....................................................................122
Overview: Viewing Calendars ....................................................................123
Viewing an Activity's Calendar ................................................................124
Viewing Available Global Calendars........................................................126
Viewing a Global Calendar.......................................................................127
Editing a Project Calendar ........................................................................128
Setting Exceptions.....................................................................................129
Setting Nonwork Exceptions.....................................................................130
Assigning a Calendar to an Activity .........................................................131 h a s
Lesson Review.............................................................................................132 in)
Lesson 8: Creating Relationships ...............................................................133 s ac
Network Logic Diagram..............................................................................134 tm
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Precedence Diagramming Method (PDM) ..................................................135 d e n uide
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Relationship Types ......................................................................................136
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Finish to Start (FS) ......................................................................................137
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Start to Start (SS).........................................................................................138

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Finish to Finish (FF)....................................................................................139

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Start to Finish (SF) ......................................................................................140
Relationships with Lag ................................................................................141
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Finish to Start with Lag ...............................................................................142
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Start to Start with Lag..................................................................................143
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Question.......................................................................................................144
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Overview: a
m a n sfin Detail Windows ...............................................146
Creating Relationships...............................................................145
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Creating
-tr
Relationships
hk oRelationships
i sCreating n
n Relationships with Lag...............................................................148
a th Creating
a in the Gantt Chart ................................................149
S Editing Relationships in the Gantt Chart ..................................................150
Linking Multiple Activities.......................................................................152
Canceling Data Changes ...........................................................................153
Lesson Review.............................................................................................154
Lesson 9: Scheduling ...................................................................................155
Critical Path Method Scheduling.................................................................156
Critical Path .................................................................................................157
Data Date .....................................................................................................158
Forward Pass ...............................................................................................160
Backward Pass.............................................................................................162
Total Float ...................................................................................................164
Types of Total Float ....................................................................................166
Must Finish By Date....................................................................................167
Backward Pass with Required Finish ..........................................................168
Circular Relationships (Loops)....................................................................169
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Open Ends ...................................................................................................170
Questions .....................................................................................................171
Overview: Scheduling .................................................................................174
Scheduling a Project..................................................................................175
Viewing the Schedule Log ........................................................................176
Using Schedule Check Report ..................................................................177
Viewing the Scheduled Finish Date..........................................................179
Lesson Review.............................................................................................180
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Lesson 10: Assigning Constraints...............................................................181


Constraints...................................................................................................182
Must Finish By ............................................................................................183
Start On or After..........................................................................................184
Additional Start Constraints ........................................................................185
Additional Finish Constraints......................................................................186
Additional Constraints.................................................................................187
How Constraints Affect Activity Dates.......................................................188
Overview: Assigning Constraints................................................................189
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Adding a Project-Level Constraint ...........................................................190
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Viewing Total Float ..................................................................................191
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Adding an Activity-Level Constraint........................................................192
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Lesson Review.............................................................................................194
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Lesson 11: Managing Project Risks ...........................................................195
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Risks ............................................................................................................196
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Risk Enterprise Data....................................................................................197
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Risk Categories............................................................................................198
Risk Thresholds ...........................................................................................199
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Risk Scoring Matrices .................................................................................200
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Risk User Defined Fields.............................................................................201
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Risk Response Planning ..............................................................................202
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Risk Register ...............................................................................................203
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Overview: Managing r M Project e r a
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Risk..........................................................................................205
hk aoRisk
Computing
i s n -trScore ...........................................................................207
a thMappinga Risks
n to Activities......................................................................209
S Viewing and Assigning Risks on the Activities Page...............................210
Creating a Risk Response Plan .................................................................211
Adding Response Actions to a Risk Response Plan .................................213
Adding Thresholds and Costs to Risk Response Actions .........................214
Viewing Risks on the Project Workspace.................................................216
Lesson Review.............................................................................................217
Lesson 12: Customizing Activity Views .....................................................218
Activity Views.............................................................................................219
Grouping......................................................................................................220
Sorting .........................................................................................................222
Filtering .......................................................................................................223
Overview: Customizing Activity Views .....................................................224
Saving a Copy of an Activity View ..........................................................225
Viewing the Customize Activity View Dialog Box..................................226
Columns Tab .............................................................................................227
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Grouping Tab ............................................................................................229


Filters Tab .................................................................................................231
Modifying Filter Access............................................................................233
Bars Tab ....................................................................................................234
Gantt Chart Tab.........................................................................................236
Access Tab ................................................................................................237
Viewing the Gantt Chart and Changing the Timescale.............................238
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Sorting Data and Ordering Columns.........................................................239


Selecting Detail Windows.........................................................................240
Relocating Detail Windows ......................................................................241
Lesson Review.............................................................................................242
Case Study 2: Scheduling the Project ...................................................... 243
Lesson 13: Understanding Roles and Resources.......................................245
Roles and Resources....................................................................................246
Resource Details..........................................................................................248
Relationship between Roles and Resources ................................................249 h a s
Resource Types ...........................................................................................250 in)
Overview: Viewing Roles and Resources ...................................................251 s ac
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Viewing Resources ...................................................................................252
Viewing Unit and Price Information.........................................................253
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Viewing Resource Teams .........................................................................254
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Viewing Roles...........................................................................................255
Viewing Price and Limits Information for Roles......................................256
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Viewing Role Teams.................................................................................258
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Lesson Review.............................................................................................259
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Lesson 14: Assigning Roles and Resources................................................260
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Assigning Roles...........................................................................................261
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Assigning Resources ...................................................................................263
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Summarization.............................................................................................265
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Overview:
- t r Roles and Resources.................................................266
Assigning
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Assigning
Assignments Detail Window................................................267
to an Activity.........................................................269
S Assigning a Role to an Activity ................................................................270
Filling an Unstaffed Role Assignment......................................................271
Assigning a Role to Multiple Activities....................................................272
Assigning a Resource to Multiple Activities ............................................273
Designating a Primary Resource...............................................................274
E-mail Notification....................................................................................275
Lesson Review.............................................................................................276
Lesson 15: Project Workspace....................................................................277
Project Workspace.......................................................................................278
Security Access ...........................................................................................279
Overview: Project Workspace.....................................................................280
Accessing Project Workspace Customization Options .............................281
Customizing Project Workspace Content .................................................283
Customizing Project Workspace Layout...................................................285
Using Portlet Controls...............................................................................286
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Customizing Portlets .................................................................................287
Lesson Review.............................................................................................288
Lesson 16: Optimizing the Project Plan.....................................................289
Project Constraints.......................................................................................290
Optimizing the Project Plan.........................................................................291
Analyzing Schedule Dates...........................................................................292
Shortening the Project .................................................................................293
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Analyzing Resource Allocation...................................................................294


Analyzing the Budget ..................................................................................295
Summary Data .............................................................................................296
Overview: Shortening the Schedule ............................................................297
Comparing Scheduled Finish to Must Finish By Date .............................298
Focusing on Critical Activities .................................................................299
Shortening Activity Durations ..................................................................300
Modifying Relationships...........................................................................301
Modifying Constraints ..............................................................................302
Confirming Results ...................................................................................304
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Overview: Using the Team Usage Page ......................................................305
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Overview: Using the Check Resource Overallocation Service ...................306
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Summarizing the Project ...........................................................................307
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Analyzing Resource Allocation on Team Usage Page .............................308
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Using the Check Resource Overallocation Service ..................................310 d
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Using Overallocation Report to Resolve Resource Usage........................312 s
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Reviewing the Budget ...............................................................................314
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Lesson Review.............................................................................................315
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Lesson 17: Baselining the Project Plan ......................................................316
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What is a Baseline? .....................................................................................317
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Baseline Types.............................................................................................318
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Overview: Baselining the Project
u k u Plan........................................................319
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Opening a Project Exclusively
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Creating Baselines.....................................................................................321
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Displaying
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a thConverting
a nBaselines...................................................................................326
a Project to a Baseline ............................................................325
S Restoring
Lesson Review.............................................................................................327
Lesson 18: Importing and Exporting Data................................................328
Import and Export Formats .........................................................................329
Overview: Importing and Exporting Projects..............................................330
Exporting a Project....................................................................................331
Importing a Project....................................................................................333
Reviewing Import Action Settings............................................................334
Lesson Review.............................................................................................336
Case Study 3: Optimizing and Baselining the Project............................ 337
Lesson 19: Methods of Applying Progress.................................................339
Preparing the Project for Updating..............................................................340
Scheduling the Initial Project Plan ..............................................................341
Data Date .....................................................................................................342
Critical Path .................................................................................................343
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Creating Baselines .......................................................................................344


Maintaining Baselines .................................................................................345
Updating a Project .......................................................................................346
Factors in Selecting an Updating Method ...................................................347
Spectrum of Updating Methods...................................................................348
Auto Compute Actuals ................................................................................349
Using Auto Compute Actuals......................................................................350
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Link Percent Complete With Actuals..........................................................351


Using Link Percent Complete With Actuals ...............................................352
Manually Update Activities, Expenses, and Resources ..............................353
Options for Manually Updating...................................................................354
Timesheets...................................................................................................355
Delegating Status Updates...........................................................................357
Project Scheduled Services..........................................................................358
Lesson Review.............................................................................................359
Lesson 20: Executing the Project Plan.......................................................360
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Updating a Project .......................................................................................361
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Data Date .....................................................................................................362
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The Updating Process..................................................................................363
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Overview: Executing the Project Plan.........................................................364
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Using Progress Spotlight...........................................................................365
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Updating a Start Milestone .......................................................................366
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Statusing an Activity to Completion .........................................................367
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Entering Actual Labor Units .....................................................................368
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Updating Actual Start and Actual Finish Dates ........................................369
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Updating a Completed Activity ................................................................370

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Updating a Completed Activity that is Behind Schedule..........................371
Updating Remaining Duration for an Activity in Progress.......................372
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Updating Actual Units for an Activity in Progress ...................................373
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Updating an Activity in Progress that is Behind Schedule .......................374
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m a ansfSuspending an Activity .............................................................................375
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hk on-tr Rescheduling the Project...........................................................................376
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th a n Assessing the Rescheduled Project ...........................................................377
S a Updating Status via Team Member Applications .....................................378
Reviewing Status Updates from Team Member Applications..................381
Viewing the Update History Detail Window ............................................383
Lesson Review.............................................................................................384
Lesson 21: Managing Project Issues ..........................................................385
Issues ...........................................................................................................386
Issue Forms..................................................................................................387
Overview: Managing Project Issues............................................................388
Viewing Project Issues..............................................................................389
Creating an Issue .......................................................................................390
Grouping Issues.........................................................................................392
Viewing Issues in Charts...........................................................................394
Lesson Review.............................................................................................395
Lesson 22: Analyzing the Updated Project................................................396
Steps for Analyzing the Updated Project ....................................................397
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Questions to Determine How to Adjust a Schedule ....................................398
Shortening the Project .................................................................................399
Overview: Analyzing the Updated Project..................................................400
Analyzing Schedule Dates and Critical Activities ....................................401
Comparing Current and Baseline Dates....................................................404
Shortening the Schedule............................................................................405
Reducing Lag on an Activity ....................................................................407
Viewing Updated Project Information ......................................................408
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Lesson Review.............................................................................................409
Lesson 23: Portfolios and Dashboards.......................................................410
Dashboards ..................................................................................................411
Comparing Functionality of Dashboards and Project Workspace ..............412
Portfolios .....................................................................................................413
Ways to Create Portfolios............................................................................414
Overview: Dashboards ................................................................................415
Filtering Portlet Data.................................................................................416
Displaying a Portlet...................................................................................417
h a s
Modifying Portlet Layout..........................................................................419
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Displaying a Custom Portlet .....................................................................420
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Viewing the Project Health Portlet ...........................................................421
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Viewing the Project Gantt Chart Portlet ...................................................422
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Creating a Dashboard................................................................................423
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Managing Dashboards...............................................................................424
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Overview: Creating Portfolios.....................................................................425
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Viewing Portfolios ....................................................................................426
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Creating a Portfolio Manually...................................................................427
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Creating a Portfolio by Filter ....................................................................428

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Viewing a Dashboard via Filtered Portfolio .............................................430
Creating a New Portfolio View.................................................................431
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Display an Existing Portfolio View ..........................................................432
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Deleting a Portfolio ...................................................................................433
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Lesson Review.............................................................................................434
u -tr...................................................................................435
k Reporting
h24:
Lesson
i s o n
a tP6h Reporting
a nProcess...................................................................................436
S Oracle Business Intelligence Publisher .......................................................438
P6 Analytics and Oracle Business Intelligence ...........................................439
Overview: Reporting ...................................................................................440
Using the Reports View ............................................................................441
Configuring Report Delivery Settings ......................................................442
Scheduling a Report ..................................................................................444
Viewing a Report ......................................................................................445
Lesson Review.............................................................................................447
Case Study 4: Project Execution and Control...........................................448
Appendix A: Updating the Project Using Timesheets ..............................452
Updating a Project .......................................................................................453
Timesheet Approval Process .......................................................................454
Data Date .....................................................................................................455
Applying Actuals.........................................................................................456
Overview: Updating the Project Using Timesheets ....................................458
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Selecting a Timesheet Approval Manager ................................................459


Viewing Timesheets and Notes.................................................................460
Approving Timesheets ..............................................................................463
Applying Actuals ......................................................................................464
Rescheduling the Project...........................................................................465
Lesson Review.............................................................................................466
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Appendix B: Case Study Solutions ............................................................467


Case Study 1 Solutions................................................................................467
Case Study 2 Solutions................................................................................471
Case Study 3 Solutions................................................................................475
Case Study 4 Solutions................................................................................482

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Course Objectives
Primavera P6 Fundamentals Rel 8.2 will cover the following topics:
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Section I: Overview and Creating a Project


Lesson 1 Project Management Life Cycle
Identify the five process groups in the Project Management Life Cycle.
Describe the steps included in each process group.
Lesson 2 Understanding Data in P6
Describe P6 Enterprise Project Portfolio Management (EPPM). s
h a
Describe the Enterprise Project Structure. in)
Describe the Organizational Breakdown Structure. s ac
m e
Distinguish between enterprise data and project-specific data. en t i de
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Lesson 3 Overview and Navigation s
Open existing projects. m ar@ tude
h k u is S
Use context-sensitive P6 Help.
a t his se th
Navigate the Projects section.
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Use the Activities m arto view
page n s e data in multiple formats.
project
u k u l i ce
uth rabl
Lesson 4 Creating a Project e
M
r anproject.
aCreate fe

m s
h k u View
n - t rathe EPS page.
a this a noModify project information in project detail windows.
S
Lesson 5 Creating a Work Breakdown Structure
Define a Work Breakdown Structure (WBS).
Create multiple levels of a WBS hierarchy.
Lesson 6 Adding Activities
Describe an activity and its components.
Describe activity types.
Add activities.
Add steps to an activity.
Assign activity code values to activities.
Case Study 1 Creating a Project
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Section II: Scheduling the Project and Managing Data


Lesson 7 Calendars
Explain the difference between global, project and resource calendars.
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Define work time types.


View calendars.
Edit a project calendar.
Assign a calendar to an activity.
Lesson 8 Creating Relationships
Understand a network logic diagram.
h a s
Describe the four relationship types.
c in)
s a
Create relationships in the Gantt chart.
m e
Create relationships in Activity windows. e t
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Lesson 9 Scheduling s
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Describe Critical Path Method (CPM) scheduling.
k m
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Perform a forward and a backward pass.
a t his se th
Describe float and its impact on ( m s to u
a schedule.
Identify loops and open m ar ense
ends.
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Calculate auschedule. b l e
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Analyze
a s
nscheduling log report.
k u - t r
Lesson 10
i s hAssigning
o n Constraints
t h n
Sa a Describe available constraint types.
Apply a Must Finish By constraint to a project.
Apply a Start On or After constraint to an activity.
Add a Notebook topic to a constrained activity.
Lesson 11 Managing Risks
Define a risk and understand how risks can impact a project.
Create project risks.
Assign a risk to an activity.
Develop a risk response plan.
Lesson 12 Customizing Activity Views
Manage activity views.
Mahatma Education Societys Dr KM Vasudevan Pillais Campus

Customize activity views.


Sort and order columns.
Manage detail windows.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Case Study 2 Scheduling the Project

Section III: Assigning Resources and Baselining


Lesson 13 Understanding Roles and Resources
Describe roles.
View the roles hierarchy.
h a s
Describe resources.
ci n)
Identify the differences between labor, nonlabor, and material resources. e s a
View the resource hierarchy. n t m de
t u de Gui
Lesson 14 Assigning Roles and Resources @ s ent
a r t u d
Assign roles to an activity. m
ku this S
Fill a role assignment. i s h
s ath use
Assign a resource.
a r (m nse to
Check resource u
k m ice
availability.
Send e-mails
u
u
th to assigned
b l e lresources.
r M f e ra
a Workspace
Lesson 15 Project
m a ns
u t
hk oDescriber
- the Project Workspace.
h i s n n
t
Sa a Add and remove portlets.
Customize the Project Workspace.
Lesson 16 Optimizing the Project Plan
Analyze schedule dates.
Shorten a project schedule.
Analyze resource availability.
Resolve resource overallocation.
Analyze project costs.
Lesson 17 Baselining the Project Plan
Create a baseline plan.
Display baseline bars on the Gantt chart.
Mahatma Education Societys Dr KM Vasudevan Pillais Campus

Modify display of bars on the Gantt chart.


Convert a project to a baseline.
Restore a baseline.
Lesson 18 Importing and Exporting Data
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Describe the process of importing and exporting data.


Export a project.
Import a project.
Case Study 3 Scheduling the Project

Section IV: Project Execution and Control


h a s
Lesson 19 Methods of Applying Progress i n)
s ac
Understand different updating methods.
m e
e t
n uide
Lesson 20 Executing the Project Plan d
s tu nt G
Use Progress Spotlight.
m ar@ tude
Update the status of completed activities and activities
k S
u inisprogress.
h
Reschedule the project.
a t his se th
( m s to u
Lesson 21 Managing Issues
m ar ense
View project-related
u k uissues. lic
u th able
Create an issue.
a r M fer

u m
Group issues.
t r a ns
h
s k Display
n - issues in chart form.
t h i n o
S a a
Lesson 22 Analyzing the Updated Project
Analyze schedule dates, resource availability/allocation, and project costs.
Identify areas where the project is falling behind schedule or exceeding planned costs.
Make changes necessary to address variances.
Understand the importance of analyzing a project after every status update.
Lesson 23 Portfolios and Dashboards
Create a dashboard.
Add and remove dashboards.
Filter data to display in portlets.
Create a portfolio manually.
Create a portfolio using a filter.
Mahatma Education Societys Dr KM Vasudevan Pillais Campus

Lesson 24 Reporting
Navigate the P6 Reports section.
Schedule reports.
Run reports.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Case Study 4 Project Execution and Control

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 1: Project Management Life Cycle

Lesson 1: Project Management Life Cycle


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

1
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 1: Project Management Life Cycle

Project Management Definitions


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

2
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 1: Project Management Life Cycle

Project Management Life Cycle


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

3
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 1: Project Management Life Cycle

Initiating Process Group


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h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

4
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 1: Project Management Life Cycle

Planning Process Group


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h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

5
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 1: Project Management Life Cycle

Executing Process Group


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h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

6
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 1: Project Management Life Cycle

Controlling Process Group


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h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

7
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 1: Project Management Life Cycle

Closing Process Group


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

8
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 1: Project Management Life Cycle

Lesson Review
Project management is the process of achieving project objectives within the constraints of schedule,
cost, and resource limitations.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

The project management life cycle is a sequence of process groups that defines the overall process
from the beginning to the end of a project.
The project management life cycle can be divided into five process groups: Initiating, Planning,
Executing, Controlling, and Closing.

Review Questions

1. Which of the following characteristics is essential to a project?


a. Produces a unique result h a s
b. Temporary in nature
in)
c. Complex or consisting of myriad tasks
s ac
d. a and b
m e
e. a, b, and c e t
n uide
d
tu nt G
2. Which of the following constraints must project management address? s
a. Schedule m ar@ tude
b. Cost h k u is S
c. Resources
a t his se th
d. a and b
( m s to u
e. a, b, and c
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
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hk on-tr
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Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

Lesson 2: Understanding Data in P6


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
P6 EPPM u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

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Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
P6 r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

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Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

P6

Project, portfolio, and resource management: Manage and


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

schedule projects, administer and assign resources, analyze


portfolios and future capacity, and create personal dashboards.
Administration and enterprise data: Administer user
accounts, preferences, views, settings, and enterprise data.
Document management: Manage documents and, with
optional features, review and collaborate on documents.
Workflows: The workflow engine bundled with P6 EPPM
has
provides Business Process Modeling Notation (BPMN)
compliant graphical notation that depicts the steps in your
c i n)
project initiation workflows.
e sa
Reports: Generate and view reports using Web browser.
n t m de
Reports can be routed via e-mail, saved to a shared or local file,de
t u G ui
or printed. s nt
m ar@ tude
h k u is S
his se th
Copyright 2011, Oracle and/or its affiliates. All rights reserved.

a t
s to u
( m
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
S ath a n

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Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

Team Member Applications


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h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

13
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

Other Applications
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h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

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Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

Enterprise Project Structure (EPS)


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

15
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

EPS
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

16
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

Sample EPS
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

17
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

Benefits of the EPS


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h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

18
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

Organizational Breakdown Structure (OBS)


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

19
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

Sample OBS
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

20
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

EPS and Security


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

21
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

Enterprise Data and Project-Specific Data


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

22
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

Enterprise Data
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

23
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

Project-Specific Data
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

24
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 2: Understanding Data in P6

Lesson Review
The Enterprise Project Structure (EPS) is a hierarchy used to organize projects. It enables access to
comprehensive scope, budget, and resource information and provides a foundation for enterprise-
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

wide project management.


The Organizational Breakdown Structure (OBS) is the hierarchical arrangement of an organizations
project management structure. It controls user access to project data and designation of the
responsible manager.
Enterprise data provides the global structure needed to manage multiple projects. Examples include
the EPS and OBS, resources, and roles.
Project-specific data is available only to the project in which it is defined. Examples include
activities and expenses.

Review Questions h a s
in)
1. Which of the following is enterprise data?
s ac
a. Expenses
m e
b. Resources e t
n uide
c. Risks d
tu nt G
d. Activities s
m ar@ tude
2. Which statement about the EPS is false? h k u is S
a. It includes all projects in the enterprise.
a t his se th
m s levels.
b. It enables project data to be analyzed at multiple
t o u
c. It enables control of security at any level.
a (
r nse
d. It is restricted to two levels. ku m i ce
u e l
M uth rabl
m ar ansfe
h k u -tr
i s o n
a th a n
S

25
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 3: Overview and Navigation

Lesson 3: Overview and Navigation


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

26
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 3: Overview and Navigation

Navigating P6
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

27
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 3: Overview and Navigation

P6 Sections
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

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Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 3: Overview and Navigation

P6 Pages
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

29
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 3: Overview and Navigation

Overview: Overview and Navigation


P6 provides a Web-based interface to manage projects, portfolios, and resources while sharing data with
other project team members. After logging in to P6, the Dashboards section is displayed.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
ci n)
s a
m e
e n t ide
s tud nt Gu
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u r Oracle Primavera P6 logo and four options, including Administer and Help.
-tthe
k contains
P6 titlehbar
Clickth i s o n
n context-sensitive P6 Help, which displays information pertaining to the page you are
Help to access
S a
currently a
viewing.

Use the P6 navigation bar to access sections. Click the arrow next to each section title to display the
section menu.

Projects menu contains Open Projects, Enterprise Project Data, and Project Scheduled Services. Click
Open Projects to launch the Open Projects dialog box.

Projects menu also maintains a list of your most recently used projects. The list is not populated until
you have opened at least one project.

On the P6 title bar, click Logout to log out of P6.

30
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 3: Overview and Navigation

Logging In
To launch P6, open a Web browser and type the URL specified by your organization. Type a Username and
Password in the corresponding fields. Throughout this course, log in as John Brunner, a project manager on
the HR System Upgrade project.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
ci n)
s a
m e
e n t ide
s tud nt Gu
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
a ansInf
Activity 3-1: Logging
m
Log in h tok u
P6. -tr
i s o n
t1.h Begina byn starting required services and then navigate to the P6 URL. In the Username field, type
Step Action

S a <jbrunner>.
2. In the Password field, type <jbrunner>.
3. Click Login.
4. You are logged in to P6.

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Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 3: Overview and Navigation

Using the P6 Title Bar and P6 Help


The P6 title bar contains four features that can be accessed from any section within P6:

Administer - Provides access to My Preferences and administrative functions for Application


Settings, Enterprise Data, Global Scheduled Services, User Access, User Interface Views, and User
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Sessions. Access to administrative functions may be restricted.


Print - Prints the contents of the browser.
Help - Provides links to P6 Help and User Productivity Kit. It also provides links to the P6 Library,
which contains additional documentation such as user and admin guides, and to the Oracle Support
site for Primavera applications.
Logout - Log out of P6.

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a
Setting My Preferences

Access My Preferences from the Administer menu on the P6 title bar. My Preferences provides options for
customizing how you and P6 interact. My Preferences is divided into three sections:

Global - General options that customize the data display format across all sections of P6. For
example, specify formats for time units, dates, and currency. Additional global options allow you to
specify calculation methods, enable automated features such as notifications, and define
performance thresholds.
View - With proper security, you can edit the User Interface View assigned to you. The User
Interface view specifies the pages and menu items available to you in each section.
Password - To change your P6 password, type your current password in the Current Password field,
and then type your new password in both the New Password and Confirm New Password fields.

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Lesson 3: Overview and Navigation

Using P6 Help

Click Help, P6 Help in the P6 title bar to view context-sensitive Help. In a portlet, click the Help icon
to view Help. Use the Contents tab to browse for additional information or use the Search tab to
search for specific topics.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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a athe
Activity 3-2: Using
m n sfP6 Title Bar and P6 Help
View My u -troptions and P6 Help.
hkPreferences
i s o n
t1.h On the
a nAdminister menu, click My Preferences.
Step Action

S a
2. In My Preferences, view options on the Global tab, and then click the View tab.
3. In the Projects section, click Pages.
4. View the pages available and their order in the Projects section, and then click Cancel.
5. On Help menu, click P6 Help.
6. In the P6 Help window, click the Search tab.
7. In the Enter a keyword or phrase field, type <location>.
8. Click Search.
9. When search results are returned, click the first result.
10. View the Help topic, and then click X at the top right of the dialog box to close.
11. You have displayed My Preferences and P6 Help.

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Lesson 3: Overview and Navigation

Using the P6 Navigation Bar


Click a section name on the P6 navigation bar to display that section. Only one section can be displayed at a
time. The name of the selected section is bold and highlighted.

Click the arrow next to a section to access the section menu. Items on the menu can be set in your User
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Interface View. Two sections, Portfolios and Projects, also provide shortcuts to most recently used items.

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Activity 3-3:
h k uUsing -the
t r P6 Navigation Bar
n
thiP6s navigation
Use the
a a no bar to navigate through P6 sections and menus.
S1. On the P6 navigation bar, click the arrow on the Dashboards tab.
Step Action

2. View the Dashboards menu options, and then on the P6 navigation bar, click the arrow on the
Portfolios tab.
3. View the Portfolios menu options, and then, on the P6 navigation bar, click the arrow on the Projects
tab.
4. View the Projects menu options, and then, on the P6 navigation bar, click the arrow on the Resources
tab.
5. View the Resources menu option, and then, on the P6 navigation bar, click Projects.
6. Note that the Projects section is displayed. On the P6 navigation bar, click Resources.
7. Note that the Resources section is displayed. Click Dashboards.
8. You have used the P6 navigation bar to navigate through P6 sections and menus.

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Lesson 3: Overview and Navigation

Opening a Project via the Dialog Box


Use the Projects section to create, plan, and manage projects to completion. On the Projects menu, choose:

Open Projects - Open a project or group of projects in the Projects section.


Enterprise Project Data - Manage enterprise-level data such as project, activity and issue codes,
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user-defined fields, baseline types, Notebook topics, risk thresholds, and WBS, expense, and risk
categories.
Project Scheduled Services - Specify a time and frequency to run scheduled services, including
schedule, apply actuals, level, and summarize.

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Open a single project or multiple projects simultaneously with one of these methods:

Open a project or portfolio for the first time - Click Open Projects on the Projects menu, and then
use the Open Projects dialog box or Open Portfolio dialog box. Alternatively, right-click a project on
the EPS page, and then click Open Project.
Open the project you last worked on before closing P6 - Click Projects on the P6 navigation bar.
Open a project that you used recently - Click the arrow on the Projects menu and select a project
from the most recently used list, or use the EPS page in the Projects section.
Additional methods - Select a project from a dashboard portlet or open dependent projects on the
Activities page.

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Lesson 3: Overview and Navigation

Opening from the Open Projects Dialog Box

Use the Open Projects dialog box to open a single project, multiple projects, an EPS element or portfolio,
one or more templates, or all projects that have the same project code value. You can open a combination of
items for example, an EPS element along with projects that have a specific project code value.
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In the Open Projects dialog box, move the project(s) or project group(s) you want to open from the
Available Projects section to the Selected Projects section, either by using arrows or double-clicking on the
project.

The following options are available in the Open Projects dialog box:

Select Project Type icon - Filter by projects or templates.


Group By icon - Sort projects by EPS, portfolios, or project codes. When sorting by project
h a s
code, expand project codes to display values. Only project code values can be selected.
c i n)
Columns icon - List projects by name, ID, or both. s a
m e

e n t ipage
Select Activity View icon - Choose an activity view for display on the Activities
d eafter
the project(s) opens.
s tud nt Gu

parameters. m ar@
Search icon - Search for a project. Click the arrow next to the
t u de to specify search
Search icon

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Lesson 3: Overview and Navigation

Searching for Projects

Click the arrow next to the Search icon to search for a project by either project, EPS, or both. Search for
the name or ID of the project or EPS element. As you type in the Search field, P6 automatically displays
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

projects or EPS elements whose name or ID contains the Search field value. It is not necessary to press
Enter.

The Search function finds both Project ID and Project Name. It is not case-sensitive. The result of the search
is a flat list. To return to the EPS hierarchy, clear the Search field.

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h k u -tr
i s
Activity o n
a th a3-4: n Opening a Project via the Dialog Box
S Use the Open Projects dialog box to locate and open a project.
Step Action

1. On the Projects menu, click Open Projects.


2. In the Open Projects dialog box, click + to expand EPS nodes IT - Information Technology Projects,
NORTH - Northern Division, and SU-N - System Upgrade North, and then select a project, HRSYS-03
- HRSYS - Overview and Navigation.
3. Click the right arrow to move the project to the Selected Projects section.
4. Click the left arrow to move the project back to the Available Projects section.
5. Click the Search icon.
6. In the Search field, type <ov>.
7. In the Available Projects section, double-click HRSYS-03 - HRSYS - Overview and Navigation to
move the project to the Selected Projects section.
8. Click OK.
9. A project is opened.

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Lesson 3: Overview and Navigation

Opening a Project on the EPS Page


Use the EPS to open and close projects.
Click + next to EPS element icons to expand the elements and locate the project. Each project is denoted
by a project icon , what-if project icon , or locked project icon .
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After selecting project(s) in the Projects Table, use the Actions menu or right-click and then select Open
Project.

The EPS page is particularly useful if you want to open all projects in a EPS node. Or, use grouping, sorting
and filtering to create views that organize and categorize projects.

The EPS page also offers a quick way to close all projects: On the Actions menu, click Close All.

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Activity 3-5: Opening a Project on the EPS Page


Open a project on the EPS page.
Step Action

1. Confirm you are on the EPS page. On the Actions menu, click Close All.
2. Right-click a project, HRSYS - Overview and Navigation.
3. Click Open Project.
4. A project is opened on the EPS page.

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Lesson 3: Overview and Navigation

Opening Multiple Projects


Use the Open Project dialog box or the EPS page to open multiple projects.

To open dependent projects, where activities contain relationships between multiple projects, click Open
Dependent Projects on the Activities page Actions menu.
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Activity 3-6:m a ansMultiple
Opening Projects
Openisah k u - t r
t h n onproject.
dependent
Sa 1. On the
a Actions menu, click Close All.
Step Action

2. In the RENO Renovation Projects EPS node, right-click a project, Phase 1 - Southbound, and then
click Open Project.
3. On the P6 navigation bar, click Activities.
4. On the Actions menu, click Open Dependent Projects.
5. Click + to expand HWS - Phase 1 - Southbound.
6. Select a dependent project, HWN - Phase 2 - Northbound.
7. Click OK.
8. On the View menu, click Collapse All to view the root node of both projects.
9. On the P6 navigation bar, click EPS.
10. On the Actions menu, click Close All.
11. You have displayed dependent projects.

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Lesson 3: Overview and Navigation

Overview: Navigating the Projects Section


When you open a project, the page listed first (from left) on the Projects navigation bar is displayed. This
can be customized via the User Interface View. Throughout this course, the EPS page is displayed.
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m ar@ tude
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a t his se th
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u k u lic
u t h b l e
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f below the Projects navigation bar, separated by commas.
m
Names of open
a n
projectsaare slisted
u
hk on-tr
i s
th a page
S aClick a nname on the Projects navigation bar to display a page. The current page is highlighted.
Use the Activities toolbar to execute features and functions on the Activities page. The toolbar can be
customized.

All functions visible on the Activities toolbar can be accessed via the Actions, Edit and View menus.

Use the Activity View list to select an activity view. Activity views determine the layout of Activity page
content. Customize the layout of content to meet your needs and then save the layout as view.

Detail windows display information about the selected activity or WBS element. P6 allows you to select
the detail windows that are available for each activity view.

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Lesson 3: Overview and Navigation

Projects Navigation Bar


Use the Projects navigation bar to choose the page on which you want to work. Pages in the Projects section
are designed to present a specific subset of information and associated functionality.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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Lesson 3: Overview and Navigation

When multiple projects are open, Workspace and Team Usage pages require you to select the project you
wish to view in the Select Project list located toward the top right of the page.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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Lesson 3: Overview and Navigation

Viewing the Activities Page and Selecting an Activity View


The Activities page is used to create, view, and edit the WBS and activities for a single project or multiple
projects.

Display of data on the Activities page can be customized to meet your needs and then saved as a view. The
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Activity View list on the Activities toolbar provides access to views that you have created or are available to
you.

Data is initially displayed in the combined Activity Table/Gantt chart format, but you can view data in
Activity Network or Activity Calendar views. Manage activity and WBS information in detail windows,
which are displayed at the bottom of the page, but can be moved as needed.

Throughout this course, if a dialog box on the Activities page asks, Do you want to save your view changes?
click No unless otherwise instructed. s
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Activity 3-7: Viewing the Activities Page and Selecting an Activity View
View the Activities page and change the display of data on the page by changing the activity view.
Step Action

1. On the EPS page Actions menu, click Close All.


2. Right-click a project, HRSYS - Overview and Navigation, and then Click Open Project.
3. On the Projects navigation bar, click Activities.
4. The Default View is displayed. In the Activity View list, select Critical Activities.
5. The Critical Activities view is displayed. Note the changes in the data layout, and then, in the Activity
View list, select Navigating.
6. An activity view is displayed.
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Lesson 3: Overview and Navigation

Customizing the Activities Toolbar


The Activities toolbar is located below the Projects navigation bar. Icons on the Activities toolbar are
shortcuts to features and functions on the Actions, Edit, and View menus. The following are some of the
most commonly used functions, along with their corresponding icons and keyboard shortcuts:
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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ci n)
s a
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e n t ide
s tud nt Gu
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h k u is S
a t his se th
( m s to u
Depending on the set of features and functions r nusesemost often, you may wish to show or hide specific
you
a
u k umthreeliways
icons on the Activities toolbar. There are
ce to show or hide toolbar icons:
On the View menu, u
th Toolbars,
click a b leCustomize Toolbars to launch the Customize Toolbar Items
a
dialog box. In r Mdialog
the s f er select the items that you want to appear on the Activities toolbar.
box,
On the u m menu,
View t r n Toolbars and then Actions, Edit, or View. In the expanded lists, click icons
aclick
k
h or hide -
t h isshow
to
n on them. Icons set to appear on the Activities toolbar are highlighted.
Sa Right-click
a the section of the toolbar where you wish to show or hide icons. In the expanded lists,
click icons to show or hide them. Icons set to appear on the Activities toolbar are highlighted.

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Lesson 3: Overview and Navigation
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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s
m ar@ tude
h k u is S
a t his se th
m s Toolbar
t o u
Activity 3-8: Customizing the Activities (
r nse
atoolbar.
Show and hide icons on the Activities
k u m i ce
Step

h
1. On the View menu, tclicku
Action

l
Toolbars,e l
Customize Toolbars.
u a b
a rM
2. In the Toolbar er Edit.
section, fselect
s
mMovetrUpancheck box.
3. Clearuthe
k
4. isClear n - Down check box.
h the oMove
t h n
Sa 5. ClickaSave. 6. Note that the Move Up and Move Down arrow icons are no longer displayed on the toolbar. Right-
click near the Move Left and Move Right arrow icons to display a menu of icons. Click the Move Up
icon to again display on the toolbar.
7. On the Activities toolbar, right-click near the arrow icons again, and then click Move Down.
8. Both arrow icons are restored to the toolbar.

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Lesson 3: Overview and Navigation

Activity Table
Use the Activity Table to view project data in a spreadsheet-like format. Each row in the table represents an
activity or a WBS element. Modify the columns displayed in the Activity Table to suit your needs.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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Activity 3-9: Activity Table u k u lic
u t h b l e
View the Activity Table.
r M e r a
m a ansf
Step

1. On the Activities
Action

u
hk chart tr click the Table icon.
-toolbar,
2. Thei s o n
a th a n no longer displayed; the Activity Table takes up the entire width of the page.
Gantt is
S

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Lesson 3: Overview and Navigation

Gantt Chart
The Gantt chart provides a graphical display of activity progress over the duration of the project.

When the Activity Table and Gantt chart are viewed together, each Gantt chart bar corresponds to the
activity to its left in the Activity Table.
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Activity 3-10:m aGanttanChartsf
Viewsthe
u -tr
hkGanttochart.
i n
a t1.h On the
a nActivities toolbar, click the Gantt Chart icon.
Step Action

S
2. The Gantt chart is displayed alongside the Activity Table.

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Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 3: Overview and Navigation

Activity Network
Use the Activity Network to display a visual diagram of the projects sequence of activities and activity
relationships. Boxes represent activities, milestones, WBS bands, and other grouping structures. Lines
represent the relationships between activities. The arrow from a predecessor activity points to its successor.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Click Full Screen Mode on the View menu to devote more space in your browser to P6 content. This
minimizes the need for vertical scrolling. Use the Zoom In and Zoom Out icons / and the Zoom To
Fit icon to manipulate the view.

In the Activity Network, solid lines represent driving relationships, which indicate when a predecessor
activity influences the start date of its successor activity. To show only driving relationships, click the Show
Only Driving Relationships icon . Dashed lines represent non-driving relationships, which include all
predecessor and successor activity relationships. To show all relationships, click the Show All Relationships s
h a
icon .
in)
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e t
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s
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a t his se th
( m s to u
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u k u lic
u t h b l e
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u
hk on-tr
i s
th a n
S a

Activity 3-11: Activity Network


View the Activity Network.
Step Action

1. On the View menu, click Full Screen Mode.


2. On the Activities toolbar, click the Activity Network icon.
3. Click the Zoom To Fit icon to view the entire Activity Network.
4. Click the Show Only Driving Relationships icon.
5. The Activity Network is displayed with only driving relationships shown.
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Lesson 3: Overview and Navigation

Customizing the Activity Network


Use the Activity Network tab in the Customize Activity View dialog box to customize data in activity
boxes, show only driving relationships, and show progress in the Activity Network.

Each activity box contains four rows that each can be divided for a total of eight fields. Select the Split Row
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

check box to display two fields in a row. Use the Field and Second Field lists to select the desired field.

If you select the Show progress check box, activities that are complete display an X over the activity box
while activities in progress display a slash.

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Activity 3-12: Customizing the Activity Network


View options for customizing the Activity Network.
Step Action

1. On the View menu, click Customize View.


2. In the Customize Activity View dialog box, click the Activity Network tab.
3. View the options in the Activity Network tab, and then click Cancel.
4. In the View menu, click Normal Mode.
5. You have viewed options for customizing the Activity Network.

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Lesson 3: Overview and Navigation

Calendar View
Use the Calendar View to view and edit your projects activities in a monthly calendar format. Bars on the
calendars grid extend from an activitys start to its finish.

Like the Activity Table, bars are displayed in the color specified on the Bars tab in the Customize Activity
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

View dialog box or as the color assigned to an activity code value. Critical activities display as red bars.
Milestones display as black diamonds, the same as in the Gantt chart.

The Day View displays the complete list of activities scheduled for that day and the start and finish hour of
activities that occur completely within a day. When more activities are scheduled on a day than can be
displayed in the Calendar View, an ellipsis is displayed within the day. Open the Day View by double-
clicking anywhere in a day of the calendar.

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Activity 3-13: Calendar View


View and navigate within the Calendar View.
Step Action

1. Click the Calendar View icon.


2. Click the right arrow to navigate to August 2018.
3. Double-click Wednesday, August 15, 2018, but do not click an activity.
4. The Day View is displayed within the Calendar View.

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Lesson 3: Overview and Navigation

Activity Detail Windows


Activity and WBS detail windows display information for the activity or WBS element selected in the
Activity Table. In the View menu, click Customize Detail Windows to customize display of detail windows
on the page.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Move detail windows around the Activities page as desired, or collapse them to allow for a fuller view of
the Gantt chart or Activity Table.

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u -tr Detail Windows
hk3-14:onActivity
i s
Activity
th a n
a
S View an activity detail window.
Step Action

1. On the Activities toolbar, click the Gantt Chart icon.


2. Select an activity, HR1090 - Implement the software.
3. Detail windows appear at the bottom of the page. Click the Assignments detail window to expand it.
4. Select an activity, HR1100 - Implement the external interfaces, and then note that the detail
window's contents change.
5. The Assignments detail window is displayed.

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Lesson 3: Overview and Navigation

WBS Detail Windows


Detail windows display based on the element selected in the Activity Table: Activity detail windows when
an activity is selected; WBS detail windows when a WBS element is selected.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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Activity 3-15: WBS Detail t hWindows l e
View WBS detail windows.M u r a b
r e
sf a WBS element, System Requirements.
aTable,aselect
m
Step

1. In the Activity
u n Action

2. WBSi s k windows
hdetail o n -tr appear at the bottom of the page. Click the General detail window.
a
3.
h a n detail windows appear at the bottom of the page.
tWBS-related
S

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Lesson 3: Overview and Navigation

Lesson Review
When using the Open Projects dialog box, you can choose to open an individual project, multiple
individual projects, an EPS element or portfolio, or all projects that have the same project code
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

value.
Pages in the Projects section are designed to present a specific subset of information and to
enable you to record project data.
The Activities page is used to create, view, and edit activities for open projects.
Activity and WBS detail windows display information for the activity or WBS element selected
in the Activity Table.

Review Questions
h a s
ci
1. True or False: P6 contains the following sections: Dashboards, Portfolios, Projects, Activities, and n)
Resources. s a
m e
2. True or False: The only page on which you can view data for multiple projects e n t ideis the
simultaneously
Activities page. s tud nt Gu
a r@ tude
3. A graphical representation of project progress featuring bars
k m s S activities) and lines
u (representing
h i
(representing relationships) is called:
a. Activity Network a t his se th
b. Gantt chart ( m s to u
c. Activity Table m ar ense
d. PERT chart u k u lic
u t h b l e
4. True or False:a r Mopening
After f ear a
project, the Activities page is always displayed.
m n s
h k u
n - t ra
a this a no
S

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Lesson 4: Creating a Project

Lesson 4: Creating a Project


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Project
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Lesson 4: Creating a Project

Creating a Project
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Lesson 4: Creating a Project

Required Information for Creating a Project


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Lesson 4: Creating a Project

Overview: Creating a Project


Access the Add Project dialog box from the Actions menu on the EPS page. Each required field is marked
with an asterisk.
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On theh u
k menu,
Actions -trclick Add, Add Project to display the Add Project dialog box.
i s o n
a th a n
S An asterisk indicates a required field.
In the applicable fields, type a Project ID and Project Name.

Click the Select icon to select EPS and Responsible Manager. Click the Calendar icon to select
Project Planned Start and Must Finish By dates.

Click the Select icon next to the Copy from existing project or template field if you wish to use an
existing project or a template as the basis for the new project.

Click Create to create the project.

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Creating a New Project


Use the Add Project dialog box to create a new project. Click Add, Add Project on the EPS page Actions
menu to display the Add Project dialog box.

When creating a project, the following information is required: Project ID, Project Name, EPS, Responsible
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Manager, and Project Planned Start. Description and Must Finish By are optional. The Project ID must be
unique.

Some fields, such as the Project ID, Project Name, and Description fields, require you to type in a value
directly.

Other fields require you to click an icon first and then select a value from the list of available items. For
example, in the EPS and Responsible Manager fields, click the Select icon and then select a value.

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Activity 4-1: Creating a New Project


Use the Add Project dialog box to create a new project.
Step Action

1. Begin by navigating to the EPS page. On the Projects navigation bar, click EPS.
2. On the Actions menu, click Close All to close all open projects.

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3. On the Actions menu, click Add, Add Project.


4. In the Project ID field, type <HRSYS>.
5. In the Project Name field, type <HR System Upgrade>.
6. In the EPS field, click the Select icon.
7. Click + to expand Information Technology Projects and Northern Division, and then select System
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Upgrade North.
8. Click OK.
9. In the Responsible Manager field, click the Select icon.
10. Click + to expand Signature Corporation and Chief Technology Officer, and then select VP of
Development.
11. Click OK.
12. In the Project Planned Start field, click the Calendar icon.
13. Select a date, 02-Jan-18.
h a s
14. Click Create. in)
15. The newly created project is listed in the EPS. s ac
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Creating a New Project from a Template


A template is a project that is intended for use as a basis for new projects. It enables you to create projects
with less data entry and re-use elements from best-practice projects.
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To base a new project on a template or an existing project, click the Select icon in the Copy from
existing project or template field in the Add Project dialog box. Then, select the template or project that you
intend to use as the basis for a new project.

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Activity 4-2: Creating a New Project from a Template


Create a new project from a template.
Step Action

1. On the Actions menu on the EPS page, click Close All.


2. Select an EPS element, RES-N Research North. The project will be placed in that node after you
create it.
3. On the Actions menu, click Add, Add Project.
4. In the Project ID field, type <ACCTSYS>.
5. In the Project Name field, type <Accounting System Training>.
6. In the EPS field, confirm RES-N, and in the Responsible Manager field, click the Select icon.
7. Click + to expand Signature Corporation and Chief Technology Officer, and then select VP of
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Lesson 4: Creating a Project

Training and Support.


8. Click OK.
9. In the Project Planned Start field, click the Calendar icon.
10. Select a date, 8-Jan-18.
11. In the Copy from existing project or template field, click the Select icon.
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12. On the Filter menu, click Templates.


13. Click + to expand IT - Information Technology Projects, NORTH - Northern Division, and RES-N -
Research North, and then select a template, Training - Training.
14. Click OK.
15. Click Create.
16. The project is created from a template and appears in the EPS.

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Overview: Editing Project Details


Use detail windows on the EPS page to edit information for the project or EPS element selected in the
Project Table. Right-click on a detail window title to choose the detail windows that are displayed.
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u t h b l e
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Projects are adisplayed
a n sfthe Project Table. They are grouped by the EPS hierarchy in the view above.
in
u
hk on-tr
i s
thDetailawindows,
n which initially appear at the bottom of the page, can be expanded and relocated as
S a
needed. Above, the General detail window is selected.

Click a detail window to expand it. Each detail window allows you to view or edit a different set of
project-specific details. The following project detail windows are available on the EPS page. Customize the
display of detail windows by right-clicking on a detail window title and then selecting check marks next to
each window you wish to display.

Budget Log - Create, delete, or modify the budget log.


Codes - Assign codes to projects, edit a code value assignment, or remove a code assignment.
Description - Enter a description of the selected project.
Funding - Assign, configure, or remove funding sources.
General - Contains basic project information, as well as user-specified and system-calculated
project dates.
Issues - List, add, modify, and delete issues.
Notebooks - Assign and edit Notebook topics.
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Risks - List, add, modify, and manage risks.

The selector displays the name of the selected EPS element or project. Click the arrows to view the
previous or next item according to the order shown in the Project Table.
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General Detail Window


The General detail window on the EPS page contains basic project information. Except for calculated fields,
all fields can be edited. The information is grouped into three sections - Details, Planned Dates and Actual
Dates - which contain the following fields:
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Project ID - The unique identifying code for the project.


Project Name - The project name.
Project Status - Whether the project is classified as Active, Planned, Inactive, or What-if.
Responsible Manager - The projects assigned OBS element.
Project Owner - Provides the individual view-only access to the project. The Project Owner is not
the same as Responsible Manager, though the same individual can be designated for both roles.
Location - Geographical location of the project, used for reporting purposes.
Total Activities - The total number of activities in the project.
Checked Out By - The name of the user who checked out the project. If the project is not checked s
out, this field is blank. h a
Date Checked Out - The date and time the user checked out the project. in)
ac
Anticipated Start - The date on which the project is expected to start, used during the project
s
planning stage. m e
e t
n uide
Anticipated Finish - The date by which the project is expected to be completed, used during the
project planning stage.
d
tu nt G
s

a r@ tude
Project Planned Start - The start date of the project.
m
u is S
Must Finish By - The date constraint placed on the projects end date.
k
h

a t his se th
Actual Start - This calculated field displays the earliest actual start date of an activity in the project.
Actual Finish - This calculated field displays the latest actual finish date of an activity in the project.
m s to u
Scheduled Finish - The latest early finish date based on the schedule.
(

m ar ense
Data Date - The date used as the starting point to calculate the schedule.
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Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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ci n)
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s tud nt Gu
m ar@ tude
h k u is S
Activity 4-3: General Detail Window a t his se th
u
ms eto atoproject.
View the General detail window, and assignra (location
Step

m
Action

a ens
1. On the EPS page Actions menu,
u k u click Close
l i c All.
uthwindow
2. Right-click a project, HR e
batlthe bottom
System Upgrade, and then click Open Project.
3. Click the General M
detail
r nsfe r a of the page.
a
m detailtrawindow, click the scrollbar down arrow, and view the contents of the General
4. In the General
detail k u
hwindow.on-
h i s
t a n field, click the Select icon.
S5.a In the Location
6. Select Redwood City, CA.
7. Click Assign.
8. Click the Save icon.
9. The General detail window is displayed, and a location is assigned to the project.

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Budget Log Detail Window


Use the Budget Log detail window to create, delete, or modify the budget log for a selected project or EPS
node. A budget log can specify details about a budget line item, such as why it was required, or its approval
status.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Click the Add icon to add a new line item to the budget log.

The Budget Log detail window also provides a field for the projects Original Budget. Type an amount in
the field and then press Enter.

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Activity 4-4: Budget Log Detail Window
Enter an Original Budget in the Budget Log detail window.
Step Action

1. Click the Budget Log detail window.


2. In the Original Budget field, type <180,000>.
3. Press [Enter].
4. On the Activities toolbar, click the Save icon.
5. The Original Budget is updated in the Budget Log detail window.

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Notebook Detail Window


Use the Notebook detail window on the EPS page to view or modify project notes concerning the projects
purpose, core requirements, or other project-specific details. Notebook topics are created by the application
administrator.
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Activity 4-5: Notebook t h b l
uDetailraWindow e
r M e
Assign a Notebook m a and
topic
a n sf a description.
type
htheu Step

-tr detail window.


k Notebooks Action

1. Click
i s o
h the Notebooks n
S2.atIn a n detail window, click the Assign icon.
3. In the Search field, type <tools>.
4. Verify that Tools/Techniques is selected, and then click Assign.
5. Click Close.
6. In the Description field, click the ellipsis.
7. In the Editing Tools / Techniques dialog box, type <P6 is to be used for the management of this
project.>
8. Click OK.
9. A Notebook topic is assigned and a description is typed in the Notebooks detail window.

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Codes Detail Window


Use the Codes detail window on the EPS page to assign project codes and values, enabling you to group
projects into categories such as phase or priority.

Name - Lists project codes assigned to the project.


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Value - Displays the selected value of the project code. A single project code, for example, Division,
can have numerous values, such as Marketing, Engineering, Development, etc.
Description - Displays the project code description.

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Activity 4-6: Codes Detail Window


Assign a project code to a project.
Step Action

1. Click the Codes detail window.


2. In the Codes detail window, click the Assign icon.
3. Click + to expand Product Group, and then select IT System Upgrade.
4. Click Assign.
5. Click Close.
6. Click the Save icon.
7. A project code is assigned to the project in the Codes detail window.

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Lesson Review
Create projects by using the Add Project dialog box, launched on the EPS page. The Add Project
dialog box requires you to: type a unique Project ID; type a Project Name; select a location for the
project in the EPS; assign a Responsible Manager from the OBS; and select a Planned Start date
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

from the calendar.


Use the detail windows on the EPS page to edit the selected projects details.

Review Questions

1. Which detail window would you use to change the projects Planned Start date?
a. General
b. Notebooks
c. Dates h a s
d. Codes in)
s ac
2. True or False: When creating a project, you must specify a date by which the project must
m e
finish.
e t
n uide
d
tu nt G
3. True or False: When creating a project, you must enter a unique project name.
s
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Lesson 5: Creating a Work Breakdown Structure

Lesson 5: Creating a Work Breakdown Structure


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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WBS
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Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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Overview: Creating a WBS


The Activities page is the central location for creating and maintaining the WBS. Create sibling and child
WBS elements, manipulate the hierarchy via arrows, and create and edit information in WBS detail
windows.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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Onh u tr click Add, Add Child WBS to add a child WBS element.
k Actionsn-menu,
the
i s
th a n o
S a
On the Activities toolbar, click the Delete icon to delete a WBS element.

Click the Move Left icon or the Move Right icon to outdent or indent elements in the WBS.
Click the Move Up icon or the Move Down icon to move WBS elements up or down.

Specify the selected WBS elements responsible manager and WBS code in the General detail window.

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Adding a Child WBS Element


Click Add Child WBS on the Actions menu to add a child WBS element.

WBS elements added to the root-level element are indented to form the second level of the hierarchy. The
WBS code for each WBS element contains the code of its parent element. WBS codes are alphanumeric
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

they can consist of numbers, text, or both.

h a s
To delete a WBS element, click the Delete icon on the Activities toolbar or press Delete on your
in)
s ac
keyboard while the element is selected. When deleting a WBS element that has activities, choose whether
you want to delete those activities or merge them under the parent WBS.
m e
e t
n uide
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a t his se th
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hk on-tr
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th a n
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Activity 5-1: Adding a Child WBS Element


Add a WBS element to a project.
Step Action

1. Begin by navigating to the EPS page. On the Projects navigation bar, click EPS.
2. On the Actions menu, click Close All.
3. Right-click a project, HRSYS - Creating a WBS, and then click Open Project.
4. On the Projects navigation bar, click Activities.
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5. In the Activity View list, select Adding WBS.


6. On the Actions menu, click Add, Add Child WBS to add a WBS element.
7. In the WBS/Activity field, type <System Development>.
8. Click the Save icon.
9. A WBS element is added to the project.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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Specifying a WBS Code and a Responsible Manager


Use the General detail window to specify a WBS code and responsible manager for a WBS element. If you
do not specify a WBS code, P6 generates one automatically. If you do not specify a responsible manager,
the WBS element will inherit the responsible manager of its parent.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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( m s to u
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t h
u a WBS b l e
Activity 5-2: SpecifyingM r a
m a ansf Code and a Responsible Manager
r e
Specify a WBS
h k ucode and-tra responsible manager for a WBS element.
is a WBS
1. tSelect
h n n
oelement,
Step Action

System Development.
S a
2. Click a
the General detail window.
3. In the WBS Code field, type <Dev>.
4. In the Responsible Manager field, click the ellipsis.
5. Click + to expand Signature Corporation, Chief Technology Officer and VP of Development, and then
select Development Lead.
6. Click OK.
7. Click the Save icon.
8. A WBS code and responsible manager are specified.

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Adding a Sibling WBS Element


As an alternative to using the Actions menu, use the right-click menu to add a WBS element.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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a t his se th
( m s to u
Activity 5-3: Adding a Sibling m ar eElement
WBS n se
u k u lic element.
Use the right-click menuuto b e
thadd a asibling
l WBS
r
Step

M e
Action

r
1. Confirm that
m a ansf System Development, is selected.
a WBS element,

h k u System
2. Right-click
- t r Development, and then click Add Sibling WBS.
n
a t3.4.hisIn a n o Code field in the General detail window, type <Test>.
the WBS
In the WBS Name field, type <System Testing>.
S
5. In the Responsible Manager field, click the ellipsis.
6. Click + to expand Signature Corporation, Chief Technology Officer, and VP of Development, and then
select Testing Lead.
7. Click OK.
8. Click the Save icon.
9. A sibling WBS element is added.

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Lesson 5: Creating a Work Breakdown Structure

Adding a WBS Element Using a Keyboard Shortcut


In addition to the Actions menu and right-click menu, you can also add a WBS element by using a keyboard
shortcut. Use Ctrl+Insert to add a child WBS element or Shift+Insert to add a sibling WBS element.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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s
m ar@ tude
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a t his se th
( m s to u
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u k u c a Keyboard Shortcut
liUsing
Activity 5-4: Adding a WBS t h Element
l e
Add a WBS element by M
using r b shortcut.
u the keyboard
a
r
aelement, e
sf Testing.
1. Select a WBS
u m
Step

r a n
System
Action

hkkeyboard,
2. Onisyour n -tpress
a
3. tInh the WBS
a nCode field inShift+Insert.
o
the General detail window, type <Dep>.
S
4. In the WBS Name field, type <System Deployment>.
5. In the Responsible Manager field, click the ellipsis.
6. Click + to expand Signature Corporation, Chief Technology Officer, and VP of Development, and then
select System Installations Lead.
7. Click OK.
8. Click the Save icon.
9. A WBS element is added using the keyboard shortcut.

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Lesson 5: Creating a Work Breakdown Structure

Creating Additional WBS Levels


Use the Move arrows on the Activities toolbar or the Edit menu to modify the WBS structure. If an arrow is
disabled, that move option is not available for the selected WBS element.
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Move Up
Move Down
Move Left (Outdent)
Move Right (Indent)

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u
hk on-tr
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th a n
S a
Activity 5-5: Creating Additional WBS Levels
Add a sibling WBS element and reposition it as a child WBS element.
Step Action

1. Select a WBS element, System Development.


2. Right-click System Development, and then click Add Sibling WBS.
3. Click the General detail window.
4. In the WBS Code field in the General detail window, type <Req>.
5. In the WBS Name field, type <System Requirements>.
6. Press Enter.
7. On the Activities toolbar, click the Move Up icon to move System Requirements under the System
Development element. (If arrows are disabled, refresh the browser.)
8. Click the Move Right icon to indent System Requirements.
9. Click the Save icon.
10. A child WBS element is added to the project.
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Lesson 5: Creating a Work Breakdown Structure

Cutting and Pasting a WBS Element


Use the Cut, Copy, and Paste options on the Edit menu to cut, copy, and paste WBS elements within a
project, or copy and paste WBS elements between projects.

Copying or cutting and pasting a WBS element copies the selected WBS element, all child WBS elements,
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and all activities that belong to those WBS elements.

When pasting within the same project, all data belonging to a WBS and its activities (including
assignments) is pasted, with the following exceptions:

Summary data
Relationships to activities that were not copied
Content repository documents
Activity feedback
Status update history h a s
ci n)
When pasting from one project to another, all data belonging to a WBS and its activities (including
s a
assignments) is pasted, with the exceptions listed above, plus the following exceptions: m e
e n t ide
Project and EPS activity codes
s tud nt Gu
Risk assignments
Work products and documents m ar@ tude
h k u is S
Alternatively, if your organization uses templates, click t is Add WBS
hAdd, e thfrom Template on the Actions menu
a s
u WBS from the template is added as a child
to tailor a project by adding WBS elements from ( mastemplate.
t o The
to the WBS element selected in the Activity
m arTable.ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

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Lesson 5: Creating a Work Breakdown Structure
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Activity 5-6: Cutting and Pasting a WBS Element
t h is e th
Create, cut, and paste a child WBS element within
m s a
t o us
a project.
r ( nse
Step Action

1. Select a WBS node, System Testing. a


2. Right click System Testing, k mthen iselect
uand ce Add Child WBS.
3. In the WBS/Activityth u e l
M u r a bl<System Design>.
field, type

5. Clickuthem a ansfe
4. Press Enter.r

hk a WBS n r
Save-ticon.
6. i s
Select
t7.h On the n o node, System Design.
S a a Edit menu, click Cut.
8. Select a WBS node, System Development.
9. On the Edit menu, click Paste.
10. A WBS element is relocated by cutting and pasting.

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Lesson 5: Creating a Work Breakdown Structure

Lesson Review
The Work Breakdown Structure is a hierarchical arrangement of products and services produced
during and by a project.
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The highest level of the WBS is the project.


The lowest level of the WBS is an activity.
The WBS structure enables you to divide a project into meaningful smaller pieces for the purpose of
planning and control.
Elements within the WBS have a parent/child relationship, meaning you can roll up and
summarize data from the lower levels.

Review Questions

1. True or False: When you create a new project, the root level of the WBS is created with the same name as
h a s
the project.
ci n)
2. True or False: You can only add a new sibling WBS element by selecting Add Sibling WBSe
a
s a right-
from
click menu. n m
t ide
e
3. What page in the Projects section should you use to build the WBS? @s
tud nt Gu
a. Details
m ar tude
b. Tools
h k u is S
c. Activities
a t his se th
d. None of the above
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

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Lesson 6: Adding Activities

Lesson 6: Adding Activities


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Lesson 6: Adding Activities

Activities
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Lesson 6: Adding Activities

Activity Components
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Lesson 6: Adding Activities

Activity Type
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Lesson 6: Adding Activities

Start Milestone
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Lesson 6: Adding Activities

Finish Milestone
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Lesson 6: Adding Activities

Task Dependent
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Lesson 6: Adding Activities

Resource Dependent
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Lesson 6: Adding Activities

How Activity Type Affects Dates


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Lesson 6: Adding Activities
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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u t h b l e
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Lesson 6: Adding Activities

Question
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a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
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Lesson 6: Adding Activities

Level of Effort
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u t h b l e
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Lesson 6: Adding Activities

WBS Summary
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Lesson 6: Adding Activities

Activity Codes
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Lesson 6: Adding Activities

Overview: Adding Activities


Add activities to a project on the Activities page in the Projects section.
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h a s
ci n)
s a
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e n t ide
s tud nt Gu
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M f e r a
a Activity
Click the Add
m a n sicon to add an activity. You can also press Insert on your keyboard, or select
u
Add Activity tr menu or right-click menu.
hk onothen-Actions
i s
th a n
a
S To cut, copy or paste an activity, right-click an activity and then click Cut, Copy, or Paste.
When an activity is selected, click the Delete icon to delete it, or select Delete on the Actions or
right-click menus. Alternatively, you can press Delete on your keyboard.

Use detail windows to create and edit information for the activity selected in the Activity Table.

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Lesson 6: Adding Activities

Adding a Start Milestone


When adding activities, first select the WBS grouping band in which the activity will reside, or select an
existing activity in the WBS. Then, click Add Activity on the Actions menu or right-click menu, or click the
Add Activity icon on the Activities toolbar.
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h a s
in)
s ac
m e
e t
n uide
d
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s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
t h
u Milestone b l e
Activity 6-1: Adding r M a Start e r a
m
Add a Start Milestone n sf
a to a aproject.
u -trto the EPS page. On the Projects navigation bar, click EPS.
hbyk navigating
i
1. Begin
h ans o n
Step Action

a tOn the Actions menu, click Close All.


S2.
3. Right-click a project, HRSYS - Adding Activities, and then click Open Project.
4. On the Projects navigation bar, click Activities.
5. In the Activity View list, select Adding Activities.
6. Select a WBS element, System Requirements.
7. Right-click System Requirements, and then select Add Activity.
8. In the WBS/Activity field, type <HR1000>.
9. In the Activity Name field, type <Start development milestone>.
10. In the Activity Type field, select Start Milestone.
11. In the Primary Resource field, click the ellipsis.
12. In the View Resources by list, select All Resources.
13. In the Search field, type <Susan>.
14. Confirm a resource, SARN - Susan Arnold is selected, and then click OK.
15. Click the Save icon.

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Lesson 6: Adding Activities

Adding Activities
When adding an activity or changing activity information, the following icons indicate unsaved data:

Green Unsaved Change icon indicates a new item a new activity, for example that is not yet saved.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Yellow Unsaved Change icon indicates a change to an existing item such as a new Planned Duration
for an existing activity that is not yet saved.

h a s
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m e
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a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u -tr Activities
hk6-2:oAdding
i s
Activity n
a th a n
S Add a second activity to a project.
Step Action

1. Select a WBS element, System Requirements.


2. On the Actions menu, click Add, Add Activity.
3. In the new activity's WBS/Activity field, type <HR1010>.
4. In the Activity Name field, type <Define operational concept of new system>.
5. In the Activity Type field, select Resource Dependent.
6. In the Planned Duration field, type <4>.
7. Click the Save icon.
8. A second activity is added to the project.

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Lesson 6: Adding Activities

Copying and Pasting Activities


If you want to create a new activity that is similar to an existing activity, add the new activity by copying
and pasting the existing one. All activity information is copied except the Activity ID, which must be
unique.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
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s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a aand
Activity 6-3:uCopying n sfPasting Activities
Add twois hkactivities
new o n -totra project by copying and pasting two existing activities.
a h an
tSelect Step Action

S1. an activity, HR1000 - Start development milestone.


2. Press the Ctrl key and select a second activity, HR1010 - Define operational concept of new system.
3. Right-click the selected activities and then select Copy.
4. Select a WBS element, System Design.
5. Right-click System Design and then click Paste.
6. Click the Save icon.
7. Two new activities are added by copying and pasting two existing activities.

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Lesson 6: Adding Activities

Deleting Activities
To delete single or multiple activities, select the activities and then click the Delete icon on the
Activities toolbar or click Delete on the Actions menu or right-click menu.
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Activity 6-4: Deleting Activities h a s


Delete two activities from a project. in)
Step Action

s ac
1. Select an activity, HR1020 - Start development milestone.
m e
t
n uide
2. Press the Ctrl key and select a second activity, HR1030 - Define operational concept of new system.
e
d
tu nt G
3. Right-click the selected activities, and then click Delete.
s
4. Click Yes to confirm your action.
5. Click the Save icon. m ar@ tude
h k u is S
6. Activities are deleted from a project.
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
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Lesson 6: Adding Activities

Importing Spreadsheets to Add Activities


P6 supports the import and export of activity and resource data via spreadsheets. Use this feature when data
would otherwise have to be entered into P6 manually.

Click Import/Export, Import from Excel on the Activities page Actions menu to begin importing activity
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data via spreadsheet. When importing activity data, ensure that:

The project to which you are adding data is opened.


The spreadsheet to be imported is properly formatted.

To ensure proper formatting of the spreadsheet, it is best to use an import template. To create an import
template, click Import/Export, Create Import Template on the Actions menu. The generated template
contains two rows of column headings that correspond to the chosen activity view's columns. The first row
of headings is used by P6 to identify the type of data appearing in each column of the activity view, while s
the second row contains descriptions of the headings used in the first row. Do not change the content of h a
either row of headings. Enter the data you wish to import starting in the third row. cin)
s a
m
If your import template does not include a heading labeled WbsName, add one to the firsttrow.
eThis
enables
e
you to type the appropriate WBS code name for each imported activity into the WbsNamen i d
column.
eDoing so
t u d Gu
prompts P6 to place each imported activity into its intended WBS node.
@ s ent
a r t u d
m S
i s hku this
s ath use
a r (m nse to
u k um lice
u th able
a r M nsfer
k u m tra
i s h on-
t h an
Sa

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Lesson 6: Adding Activities
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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Lesson 6: Adding Activities

Overview: Editing Activity Details


Use Activity detail windows to view and edit activity information, such as relationships, activity codes, and
steps.
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ci n)
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e n t ide
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a t his se th
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m ar ense
u k u lic
u t h b l e
r M e r a
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h k u
Detail windows are initially
- t r available at the bottom of the page, but they can be expanded and relocated
n
thisset ofaactivity-specific
as needed. Above, the
a
different no General detail window is selected. Each detail window allows you to view or edit a
details.
S
Click a detail window to expand it. The following activity detail windows are available on the
Activities page. Customize the display of detail windows by right-clicking on a detail window title and then
selecting windows you wish to display.

Assignments - Add/remove resource and role assignments, submit resource requests, and view units
and cost data.
Codes - View, add, modify, and assign activity codes and activity code values.
Documents - Assign documents to an activity and display the documents category, status, and
public location.
Expenses - Add, delete, and modify expense items, and view expense-related data via customized
column display.
Feedback - Collaborate with team members by sending and receiving messages.
General - View and update an activitys durations, status, constraints, units, and costs.
Issues - View, add, and delete activity-related issues.
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Lesson 6: Adding Activities

Notebooks - View, add, delete, and modify Notebook topics/descriptions.


Predecessors - View, add, and modify predecessor relationships between activities.
Risks - View, add, assign, and delete activity-related risks.
Steps - View, add, delete, and review steps; update step status.
Successors - View, add, and modify successor relationships between activities.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Trace Logic - View trace logic to identify relationships between activities.


Update History - View all status changes made to an activity from P6 Team Member applications;
you can filter detail window contents by activity, assignments or steps.

The selector displays the name of the selected activity. Click the arrows to view the previous or next
item according to the order shown in the Activity Table.

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Lesson 6: Adding Activities

Using Steps
Steps enable you to break down activities into smaller tasks and track their completion. Unlike activities,
steps do not have duration estimates or dates. An activity can have an unlimited number of steps. Use the
Steps detail window to add/delete steps, add/revise step weights, and mark steps complete.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
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1.atSelect
Step Action

S2. Click the Steps detail window.


3. Click the Add icon.
4. In the Step Name field, type <Describe the current system>.
5. Click the Add icon.
6. In the second Step Name field, type <Provide justification for changes>.
7. Click the Add icon.
8. In the third Step Name field, type <Describe concept for the modified system>.
9. Click the Save icon.
10. Steps are added to an activity.

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Lesson 6: Adding Activities

Using Notebooks
The Notebooks detail window allows you to assign Notebook topics and then add topic descriptions. These
are typically instructions or descriptions that further describe the activity. Notebook topics are defined by
your application administrator.
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S 3. Click the Assign icon.
4. In the Select Notebook Topic dialog box, select Purpose.
5. Click Assign.
6. Click Close.
7. In the Description field, click the ellipsis.
8. In the Editing Purpose dialog box, type <Prepare the Operational Concept Description (OCD)
and ensure consensus among all parties involved.>.
9. Click OK.
10. Click the Save icon.
11. A Notebook topic with a description is added to the activity.

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Lesson 6: Adding Activities

Using Activity Codes


Use the Codes detail window to assign activity code values, which enable you to categorize and organize
activities for viewing and reporting. For each code, only one value can be assigned to an activity. Three
levels of activity codes are available: global-level, available to all activities; EPS-level, available to all
activities in an EPS element; and project-level, available only to activities in the project in which it was
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created. The following columns are available in the Codes detail window:

Activity Code - Lists activity codes assigned to the activity. A single code Department, for
example can have numerous values, such as Marketing, Engineering, and Development.
Code Value - Displays the selected value of the code.
Code Description - Displays the code description.

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Activity 6-7: Using Activity Codes


Assign an activity code to an activity.
Step Action

1. Select an activity, HR1010 - Define operational concept of new system.


2. Click the Codes detail window.
3. Click the Assign icon.
4. At the top of the Select Code Value dialog box, select Global.
5. Click + to expand Department, and then select Development.
6. Click Assign, but do not close the Select Code Value dialog box.
7. An activity code is assigned to an activity.

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Lesson 6: Adding Activities

Adding Activity Code Values


P6 allows you to create activity code values directly in the Select Code Value dialog box. You can add all
levels of activity code values, but this feature generally was designed for project managers to quickly add
project-level activity code values. Administrators may restrict your ability to create activity code values.
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h a s
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Step Action

the top of the Select Code Value dialog box, select Project.
2. Select Deliverables.
3. Click Add Code Value.
4. In the Code Value field, type <WP>.
5. In the Code Description field, type <White Paper>.
6. Click Create.
7. In the Select Code Value dialog box, select White Paper.
8. Click Assign.
9. Click Close.
10. Click the Save icon.
11. A project-level activity code value is added.

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Lesson 6: Adding Activities

Lesson Review
Use the Activities page to add activities and edit activity details.
Activity IDs must be unique in the project.
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Activity type controls how an activitys dates are scheduled.


Use the right-click menu or Actions menu to add, copy, or delete activities.
Use activity codes to group activities by a common attribute. Create unlimited code values for each
activity code.

Review Questions

1. True or False: There are three levels of activity codes: global-level, EPS-level, and project-level.
h a s
2. True or False: You can assign a duration to a step.
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s a
3. Which activity type is used when work needs to be accomplished in a given time, regardlesseof the
assigned resources availability? n t m de
a. WBS Summary
t u de Gui
b. Task Dependent @ s ent
c. Level of Effort a r t u d
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d. Resource Dependent
i s hku this
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4. True or False: Task dependent activities are scheduled u seto the resource calendar.
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Case Study 1: Creating a Project

Case Study 1: Creating a Project


You are a project manager working for a general contractor, and your firm is using P6 to manage the
renovation of an apartment building. Following a meeting with the project team, you have been assigned to
create a project, its Work Breakdown Structure, and activities.
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1) Close all open projects, and then create a new project using the information in the following table:

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2) Funding for the project has been approved. Add a Notebook topic, ProjecttuStatus, G u that the
d indicating
project budget was approved on 03-Dec-17 by Daphne Coombs, VP rof
s
@Property n t
eDevelopment. The budget
a u d
is $190,000. Ensure that the Original Budget is reported in the Budget
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Case Study 1: Creating a Project

3) Now that you have created the project in P6, create a WBS using the information in the table below:
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Case Study 1: Creating a Project

4) Add activities to the project as detailed in the table below:


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m a ansf
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Lesson 7: Calendars

Lesson 7: Calendars
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a t his se th
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m a ansf
u
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i s
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S a

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Lesson 7: Calendars

Calendars
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a t his se th
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m a ansf
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Lesson 7: Calendars

Available Calendars
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m a ansf
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Lesson 7: Calendars
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

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m a ansf
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Lesson 7: Calendars

Resource Calendars
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Lesson 7: Calendars

Work Time Types


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Lesson 7: Calendars

Calendars and Activity Types


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Lesson 7: Calendars

Overview: Viewing Calendars


To view an assigned calendar, right-click on an activity, project or resource, and then click View Calendar.
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The legend beneath n scalendar indicates the color associated with each type of work time.
u
hk on- t r
h i s
t Click athenStandard Work Week tab to see a graphical representation of the calendars standard set of
Saweekly work periods.

Click Month to view a single month. Click Year view an entire year.

Click Show Exceptions Only and then select Show All Work Time to display the work hours for each
day.

Click the arrows to move from month to month. (When viewing by year, click the arrows to move from
year to year.)

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Lesson 7: Calendars

Viewing an Activity's Calendar


View a calendar to examine its standard work week or to determine the work time type associated with
specific days. The work time type for each day is indicated by color:

White dates - Standard


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Green dates - Exception


Blue dates - Nonwork exception
Gray dates - Nonwork

The name of the calendar assigned to an activity appears in the Calendar column on the Activities page. To
view the calendar, right-click an activity and select View Calendar.

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Activity 7-1: Viewing an Activity's Calendar


View the calendar assigned to an activity.
Step Action

1. Begin by navigating to the EPS page. On the Projects navigation bar, click EPS.
2. On the Actions menu, click Close All.
3. Right-click a project, HRSYS - Calendars, and then click Open Project.

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Lesson 7: Calendars

4. On the Projects navigation bar, click Activities.


5. In the Activity View list, select Adding Activities.
6. Select an activity, HR2050 - Perform design walkthroughs.
7. Right-click HR2050 - Perform design walkthroughs, and then click View Calendar.
8. In the Standard 5 Day Workweek dialog box, click Year.
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9. Use the right arrow above the calendar to advance the calendar to 2018.
10. Click any date in January 2018.
11. Click the Standard Work Week tab.
12. Mouse-over the morning work period for Monday.
13. View the work period's details, and then click Close.
14. You have viewed the calendar assigned to an activity.

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Lesson 7: Calendars

Viewing Available Global Calendars


Global calendars can be assigned to projects, activities, and resources. They can also be used as templates
when creating new calendars. The ability to create a calendar is controlled by the application administrator.
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h a s
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Activity 7-2: Viewing Available u k u Global licCalendars
u t h b l e
View the available global
r M calendars.
f e r a
m a menu,
Step

1. On the Administer a n sclick


Action

Enterprise Data.
k u - t r
t h shGlobal
2. In ithe
n n click Global Calendars.
osection,
S3.a A list ofaavailable global calendars is displayed.

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Lesson 7: Calendars

Viewing a Global Calendar


Resource and project calendars can be linked to global calendars. If you make changes to a global calendar,
changes are applied to all resource and project calendars linked to the modified global calendar.

The global calendar set as the default calendar is labeled as such in the center section of the Enterprise Data
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page.
Click the Set as Default Calendar icon to set a global calendar as the default calendar.

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i s
th a7-3:
Activity n Viewing a Global Calendar
S a
View and navigate within a global calendar.
Step Action

1. Select a global calendar, Standard 5 Day Workweek.


2. Click Year.
3. Click the right arrow to advance the calendar to 2018.
4. Click any date in January 2018.
5. Click Show Exceptions Only, and then select Show All Work Time.
6. View the work hours. Click Show All Work Time, and then select Show Exceptions Only.
7. The global calendar is displayed.

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Lesson 7: Calendars

Editing a Project Calendar


A project calendar is specific to a single project. Each project calendar is linked to a global calendar,
allowing the project calendar to derive its holidays, work periods, etc. from the global calendar.

Project calendars can be modified beyond the parameters of the global calendar. For example, if a U.S.
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organization has a project based in India, and the organization's global calendar includes only U.S. holidays,
Indian holidays can be added to the project calendar without affecting the organization's global calendar.

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i
Activity
s
th 7-4:a Editing
n a Project Calendar
S a
Remove and edit work periods on a project calendar.
Step Action

1. On the Enterprise Data page, in the Projects section, click Project Calendars.
2. Select a project calendar, HRSYS 5-8hr Day Workweek.
3. Click Year.
4. Click the right arrow to advance the calendar to 2018.
5. Click a month, January 2018.
6. Click the Standard Work Week tab.
7. Right-click both work periods in the Wednesday column, and then click Remove Work Period.
8. Press and hold your mouse cursor on the afternoon work periods for Monday, Tuesday, Thursday,
and Friday, and drag each up 30 minutes, so that the afternoon work period begins at 12:30 and ends at
4:30.
9. Click the Calendar tab.
10. In the Name field, type <HRSYS 4-8hr Day Workweek>.
11. Click the Save icon.

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Lesson 7: Calendars

Setting Exceptions
Set exceptions in the calendar as warranted by your organization's schedule. For example, when a project is
behind schedule, you may need to change some nonwork days to work days. When such a change is made,
the activities that use the changed calendar are affected accordingly.
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In this case, Saturdays are normally set as nonwork days. In this exercise, create an exception on a single
Saturday, so that work is set to take place on that day.

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hk7-5:oSetting
s
Activity
i n
a than exception
a n on a project calendar.
S Set Step Action

1. On the Enterprise Data page, click the Calendar tab.


2. Select a day, 13-Jan-18.
3. In the Set day as list, select Work.
4. Click OK, and note that the work hours appear on the date, which is shaded as an exception.
5. Click the Save icon.
6. An exception is set on a project calendar.

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Lesson 7: Calendars

Setting Nonwork Exceptions


Set a nonwork exception when nonwork time not covered by the standard workweek is required. A project
calendar can have different nonwork days than the global calendar to which it is linked.
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h a s
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Activity 7-6: Setting Nonwork
u t h b l e
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Set a nonwork exception r M e
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S3.a tClick an
4. Click Show Exceptions Only, and then click Show All Work Time.
5. View the work hours. Click Show All Work Time, and then click Show Exceptions Only.
6. Click the Save icon.
7. A nonwork exception is set on a project calendar.

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Lesson 7: Calendars

Assigning a Calendar to an Activity


Assign an alternate calendar to one or more activities when the default calendar does not apply.

In this exercise, activity HR2050 Perform design walkthroughs can only be carried out four days per week
due to an external consultants limited availability. Assign a calendar with a four-day standard work week
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to reflect this.

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Activityk7-7: - t r a Calendar to an Activity
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this a calendar
Assign
a a no to an activity.
S 1. On the P6 navigation bar, click Projects.
Step Action

2. Confirm that a project, HRSYS-07 - HRSYS - Calendars, is open. On the Activities page, select an
activity, HR2050 - Perform design walkthroughs.
3. In the Calendar field, click the ellipsis.
4. Select a calendar, HRSYS 4-8hr Day Workweek.
5. Click OK.
6. Click the Save icon.
7. A calendar is assigned to an activity.

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Lesson 7: Calendars

Lesson Review
The three types of available calendars are global, project, and resource.
A calendars type determines whether you can apply it to activities, resources, or both.
Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

Assign global calendars to projects, activities, and resources.


The default project calendar is automatically assigned to new activities.

Review Questions

1. True or False: An activitys type determines whether the activity uses the calendar of the assigned
resource(s) or its activity calendar.

2. True or False: The holidays that appear on a project calendar must be set manually.
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3. Which work time type best describes a situation wherein a four-hour day is worked, while the standard
work week normally calls for an eight-hour day?
m e
a. Standard
e t
n uide
b. Nonwork Exception d
tu nt G
c. Exception s
d. Nonwork
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Lesson 8: Creating Relationships

Lesson 8: Creating Relationships


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Lesson 8: Creating Relationships

Network Logic Diagram


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Lesson 8: Creating Relationships

Precedence Diagramming Method (PDM)


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a t his se th
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Lesson 8: Creating Relationships

Relationship Types
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h a s
i n)
s ac
m e
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136
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 8: Creating Relationships

Finish to Start (FS)


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h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

137
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 8: Creating Relationships

Start to Start (SS)


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

138
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 8: Creating Relationships

Finish to Finish (FF)


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

139
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 8: Creating Relationships

Start to Finish (SF)


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
i n)
s ac
m e
e t
n uide
d
tu nt G
s
m ar@ tude
h k u is S
a t his se th
( m s to u
m ar ense
u k u lic
u t h b l e
r M e r a
m a ansf
u
hk on-tr
i s
th a n
S a

140
Mahatma Education Societys Dr KM Vasudevan Pillais Campus
Lesson 8: Creating Relationships

Relationships with Lag


Unauthorized reproduction or distribution prohibited Copyright 2014, Oracle and/or its affiliates

h a s
in)
s ac
m e
e t
n uide
d
tu nt G
s