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LAB REPORTS

1. INSTALLATION
2. EPS / OBS
3. PROJECT (WBS, ACTIVITIES)
4. PROJECT CODE / ACTIVITY CODE / RELATIONSHIPS
5. CALANDER, ASSIGN CALANDER
6. RESOURCES / ROLES
7. RESOURCES USAGE PROFILE
8. BASELINING / TRACKING
9. RISK ANALYZING AND LAYOUT COUSTIMIZATION
10.HOW TO ADD NOTEBOOK TOPIC (PROJECT / ACTIVITY)
11.IMPORT / EXPORT
 PRINT
 REPORT WIZARD

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REPORT #1

TO INSTALL PRIMAVERA P6 MANAGEMENT


PRIMAVERA P6: Primavera P6 is the latest software package that is used
for comprehensive enterprise project portfolio management (EPPM) Solutions.
Primavera was founded by primavera system INC. in 1983 which is then
acquired by ORACLE CO. in 2008.

INSTALLATION OF PRIMAVERA:
 First of all open the folder containing primavera.
 Open the setup.
 Run the setup exe.

 Select “Typical” and click OK.


 Click Install.
 After installation complete, click OK.
 Select “P6 Pro Stand-alone, then click next.
 Enter password of your choice.

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REPORT #2

HOW TO CREATE EPS AND OBS?

OBS: The OBS determines how people within a company are organized and
what rights/access they have to various projects. The OBS can mimic the EPS to
some extent but it differs in that it also has specific individuals.

Creating OBS:
 To create/modify OBS, go to Enterprise.
 Then click on OBS.
 In the window, click on Display.
 Click Filter by.
 Select chose 'All OBS Elements'.
 If you chose to include sample data during your installation of Primavera
P6, you will see a predefined list on your screen.
 Click Add and create a new OBS entry.
 Navigate this entry to the place in the OBS you want using the arrow keys
and give it a name.
 You can double click on your option or select it and click on the Add
(Plus) button.

EPS:
 The EPS (Enterprise Project Structure) is a logical, meaningful,
hierarchical arrangement of all the projects in your organization. This is a
view of the company showing its areas of operations.
 EPS is a hierarchical arrangement of projects in an organization.
 EPS has a Main/Root Node (The Enterprise/Organization) and several
Nodes and Sub-Nodes defining the various fields this Enterprise is
involved in.
 Once defined, the EPS does not change dramatically or frequently. It only
needs suitable modifications sometimes.
 The EPS is available to all existing and future projects in the Enterprise.

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CREATING EPS:

 Go to File
 New, or click on the Add button on the top right hand corner of
the screen.
 The 'create new project' wizard pops up asking you to select the
EPS node where this new project is to be added.
 Click on the small square button in the field and chose the EPS
node you want.
 Give the project an ID and name and keep clicking on Next to
go through all the steps.

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REPORT #3
PROJECT MANAGEMENT:

Project management is the discipline of initiating, planning, executing,


controlling, and closing the work of a team to achieve specific goals and meet
specific success criteria at the specified time.

How to Create a New Project in Primavera 6?


 Click on File
 New in Primavera 6 or press Ctrl+N.
 Create a New Project Dialogue box will be displayed. Select the EPS by
clicking on the browse button next to the Select EPS text box.
 Now the Project Name Dialogue Box will be displayed. Input the Project
ID and Project Name. Click on Next.

 Project Start and End Dates Dialogue Box will be displayed. Input the
Project Start Date.

 Responsible Manager Dialogue box will be displayed now. Just like EPS,
select the required Responsible Manager and click on Next button.

WBS:

A work breakdown structure (WBS) is a key project deliverable that


organizes the team's work into manageable sections. The Project
Management Body of Knowledge defines the work breakdown
structure as a "deliverable oriented hierarchical decomposition of the
work to be executed by the project team.

How to Create a WBS in Primavera 6?

To create a new OBS:


 Click the Administer menu and select User Access.
 In the User Access pane, click OBS.
 On the OBS page, Click Add.
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 Move the OBS to the correct location in the list and hierarchical
position by clicking the Move Up, Move Down, Move Left,
or Move Right arrows.
 In the OBS Name field, double-click and type a unique name.
 Click the Users detail window.
 In the Users detail window, remove or assign users to the OBS.
 To remove a user from the OBS, select a user and click
the Delete icon.
 To assign a user to the OBS, click the Add icon.
 In the Select Users dialog box, select a user and click OK.
 On the OBS page, click Save.

Activity:

Activity management is the process of recording everything a worker does


throughout a typical day, in the order that it is done, all while labeling
their activity correctly.

How To Create Activities:

 Create activities to define a more detailed breakdown of projects or


WBSs.

 To create activities:
 Click Projects.
 On the Projects navigation bar, click Activities.
 On the Activities page:
 Select a project, WBS, or activity; the new activity will be added beneath
your selection.
 Click the Actions menu and select Add Add Activity.
 Enter a name in the Activity field.
 Click the Actions menu and select Save (Ctrl+S).

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Report #4

PROJECT CODE:

A code of accounts is an essential tool in the essential management of


any project as it allows for the ability to easily distinguish multiple
components of a project without need to remember lengthy names or
terminologies

How To Create PROJECT CODE:

To create project code values:


 Click the Projects menu and select Enterprise Project Data, or click
the Administer menu and select Enterprise Data.
 In the Enterprise Data pane, expand Projects and click Project Codes.
 On the Project Codes page. Select a code.
 Click Add Code Value.
 Move the project code value to the correct location in the list and
hierarchical position by clicking the Move Up , Move Down ,Move
Left , and Move Right arrows.
 Click Save.

Activity Code:
Activity code represents one or more specific values that are assigned to
each schedule. Each of these codes are unique and are used as a primary
means of keeping track of, and making logical order of, all schedule
activities

How To Create Activity Code:

 Setup the activity code by accessing the Enterprise menu, Activity


Codes.
 Setup the Activity Code and the various values.

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 Assign the activity code by selecting an individual activity, access
the “Codes” tab in activity details, assign the desired
Subcontractor.

RELATIONS IN PRIMAVERA P6:


The following are some relations used in primavera.

1. Finish to Start or FS
2. Start to Start or SS
3. Finish to Finish or FF
4. Start to Finish or SF

o Finish-to-Start (FS): This is the most common type of relationship where


one activity cannot start until another associated activity has finished. An
obvious example is that installation cannot start until demolition is
complete.
o Start-to-Start (SS): This is a relationship where one activity cannot start
until another activity has begun. An example is that demolition cannot
proceed until the safety plan has commenced.
o Finish-to-Finish (FF): In this relationship one activity cannot finish until
another related activity has finished. A possible example from the
research industry is that documentation cannot complete until
experimental testing described by that documentation has finished.
o Start-to-Finish (SF): In this not so common relationship one activity
cannot finish until another activity has begun. An example is the use of a
generator that cannot cease until the power is activated.

Configuring Activity Relationships:

 Configure activity relationships to adjust interdependencies between


different activities.
 To configure activity relationships:
 Click Projects.
 On the Projects navigation bar, click Activities.
 On the Activities page:
 Click the View and select Gantt Chart.
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 Click the View menu and select Show Relationship Lines.
 Right-click the relationship line of the relationship you want to configure
and click Edit Relationship.
 In the Edit Relationship dialog box, configure the relationship type and
lag and click OK.
 On the Activities page, click the Actions menu and select Save.

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REPORT #5

CALANDER :
Primavera’s calendar allow you to specify the available work hours for each day
of the week, moth or year. Using calendar, we can define what time work starts
in the morning, or what days of the year are company’s holiday.

Creating and Assigning Calendar in Primavera P6:

 Click on the Enterprise menu.


 Select calendars from the menu list.
 You will now create a new calendar for your project. Type “8hour * 6Day
workweek” in the white box.
 The next step is to modify the work hours specified in the calendar.
 Click the Modify button to edit the calendar’s working hour.
 Click OK to close the window.

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REPORT #6

RESOURCES AND ROLES:


The resources of an organization consist of people, materials, equipment,
knowledge and time. Organizations typically have limited resources; therefore,
tradeoffs on what project resources are expended and when are made every day
within organizations.

Assigning Resources to an Activity:


Perform these steps to assign one or more resources to an activity.To assign
resources to an activity:

 Click Projects.
 On the Projects navigation bar, click Activities.
 On the Activities page, select an activity.In the Assignments detail
window, click Assign Resource and Save.
 In the Select Resource dialog box:
 Select one or more resources and click Assign.
 Click Close when you are finished.

ROLES:

When first planning a project, you may not want to concern yourself with
the exact individuals performing the work. It is much more efficient to
assign trade skills (Roles) to activities. And it is possible to define and
assign trade skills or Roles to activities in Primavera P6

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Creating Roles:

 Click Resources.
 On the Resources navigation bar, click Administration.
 On the Administration page, click the Roles tab.
 Click Add (Insert), or click an existing role and click Add Child to add
role.
 In the Name field, click and type a unique role name.
 Click the Description detail window.
 In the Description detail window, type a description of the role's
responsibilities.
 On the Roles tab, click the Prices detail window.
 Click Add (Insert) to define the units/time for the role over time.
 .On the Roles tab, click Save.

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REPORT #07

Resource Usage Profile:


Use the Resource Usage Profile to analyze quantity or cost usage for resources
or roles.
We can view a resource's or role's cost and quantity data for a specific project or
for all projects across the enterprise.
Determine how many hours each resource is scheduled to work. Identify
overloaded resources.
Track expenditures per timeperiod. Determine resource usage by late dates.

HOW TO SHOW Resource Usage Profile:


 In the Activities window, choose View, Show on Bottom, Resource
Usage Profile.
 You can also click the Layout Options bar, then choose Show on
Bottom, Resource Usage Profile.
 In the right pane of the bottom layout window, click the Display
Options bar, then choose Show All Projects.
 Click the Display Options bar again and choose Resource Usage
Profile Options.Click the Data tab.

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REPORT #08

BASELINING / TRACKING:

Baselines: It allow us to compare our project's progress with an approved plan.


Whether it be approved costs, approved scope or an approved timeline, tracking
to an approved project baseline is essential to knowing how well your project is
going according to plan.

Without a project baseline, you won’t know how your project is performing.
Baselines allow us to compare our project’s progress with an approved plan.

Creating A Baseline:
 Open a project, and proceed to the Activities screen.
 Goto the Project menu > Maintain Baselines.
 Click Add to take a snapshot of your project as it is right now.
 Select “Save a copy of the current project as a new baseline” and click
OK.

TRACKING:

The tracking features assist you in performing schedule, cost, and resource
analysis by enabling you to access, display, and manipulate project data in a
variety of formats. Review summarized or live project data at various levels of
detail.

Open a tracking window:

 Choose Enterprise, Tracking, then choose View, Layout, Open.

You can also click the Display Options bar in the Layout window and
choose Layout, Open.
 Select a layout and click OK.

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Report #09

Risk Analysis:

Primavera Risk Analysis software provides the tools for doing just this,
enabling companies to model risks and analyze the cost and schedule impacts of
mitigating them—and, in the process, taking much of the uncertainty out of
project and portfolio management. The end result is a more robust schedule with
a high probability of success and a confidence level of 90%.

LAYOUT COUSTIMIZATION:

In Primavera P6 Professional there are several different filter types including


default, global, and user defined. But did you know there is also a fourth type of
filter? This is the layout filter type that can be associated with a specific Layout.
This article discusses how to employ layout filters to assign filters to project
layouts for better organizing and streamlining of the filters dialog.

To configure workspace layout:


 Click Projects.
 On the Projects navigation bar, click Workspace.
 On the Workspace page, select a project from the Select Project list if
more than one project is open and click Customize.
 On the Customize page, click the Layout tab.
 On the Layout tab:
 Select the Narrow or Wide option for each portlet to make it one or two
columns wide.
 Select a portlet and click the movement arrows to determine where it will
sit on the Workspace page.
 Click Save and Close.

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REPORT #10
ADDING NOTEBOOK TOPIC (PROJECT / ACTIVITY)

Creating Notebook Topics:


Create notebook topics to provide specified instructions or a description for
performing an activity. Notebook topics can also be assigned at the EPS,
project, and WBS levels.

How to create notebook topics:


 Click the Projects menu and select Enterprise Project Data, or click the
Administer menu and select Enterprise Data.
 In the Enterprise Data pane, expand Projects and click Notebook Topics.
 On the Notebook Topics page:
 Click Add.
 In the Topic Name field, double-click and type a name.
 Double-click to select the option in the appropriate column to make the
new notebook available in EPS, Project, WBS, or Activity views.
 Click Save.

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REPORT #11
IMPORT / EXPORT:

You can import and export information to and from P6 using external files and
then share this information with other P6 users. You can also use external files
to archive your projects or create a backup of your database.
You can import and export project data between P6 and other applications using
the following file formats:
 Oracle Primavera's XML format which enables you to share project
information stored in the P6 EPPM database.
 Microsoft Project XML format which enables you to share
information with Microsoft Project 2007.

Importing Projects using Primavera XML Format:


 Click Projects.
 On the Projects navigation bar, click EPS.
 On the EPS page, click the Actions menu and
select Import/Export , XML Project Import/Export....
 In the Import/Export Project dialog box, choose the Import tab.
 On the Import tab:
 In the Import Type field, select Primavera XML.
 In the Import File field, click Browse.
 In the File Upload dialog box, select a file and click Open.
 On the Import tab:
 Select an option for Select Import Action.
 If you select Create New Project, click Select Parent EPS and select
the EPS where you want to import the XML file.
 If you select Update Existing Project, click Select Project and select
the project where you want to import the XML file.
 Click Import.

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Exporting Projects using Primavera XML Format:
You can export projects to locations outside P6 using the Primavera XML
format to share project information between Project Management databases.

To export projects using Primavera XML format:


 Click Projects.
 On the Projects navigation bar, click EPS.
 On the EPS page, click the Actions menu and
select Import/Export , XML Project Import/Export....
 In the XML Project Import/Export dialog box, click the Export tab.
 On the Export tab
 In the Export Type field, select Primavera XML.
 In the Export Project field, click Select Project and select a project from
the dialog box.
 Click Export.

PRINT:
Primavera P6 has some great options for viewing and printing Gantt charts that
can give you the flexibility you need to meet the reporting demands of peers,
senior management and stakeholders. One useful option in Primavera P6 is the
ability to open and print a Gantt chart that can be viewed as a Microsoft xps file
or a pdf file.

 1st step is to set the page setup options. Go to File


 Make certain that Activity Table, All Columns, Grid Lines, and Gantt
Chart are all selected. Your Print Options should all be set as displayed
again in Figure. Now you are ready to print to a file. Select File | Print
and select OK to print the activities view and Gantt chart to either an xps
file or a pdf file.

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How to create a simple Primavera P6 professional Report?
 Go to Tools > Reports & Select Reports.
 Right click on any of the Group & Select RUN
 Toggle on the New Report & Click on the button Next
 Select the SUBJECT AREA you want. The next wizard will display the
list of fields based on the Subject Area you selected here.
 Select the associated Subject Area here\
 Select the Columns button and select the fields you want to display in the
Report
 Select Group & Sort and customize the Group By columns
 lick on the Filter button, create a Filter you want and Click Ok
 Click on the button Next
 Input title
 Click next
 The report will save in the Group you have initiated the wizard

Run Primavera P6 Professional Report:

 Right click on the report and select Run > Report

 Select the delivery option & click Ok


 The report generates and opens on the browser

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