Tips Tricks with Version Six (Client)

Don Louser PMP, PMA Consultants LLC

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2
 What we have for you today...
• What’s New in Client v. 6.0 (Slides 1-20)
• Use of Indicators (Slide 21)
• Global Changes – De-status the Schedule (Slides 22-26)
• Global Changes – Change WBS from Filters (Slide 27)
• Export and Importing Projects (Slides 28-39)
• Project details that are often forgotten (Slides 40-42)
• Renumbering Activities (Slides 43-45)
• Building your Schedule – Making a List (Slides 46-47)
• Building your Schedule - Linking Shortcuts (Slide 48)
• The Schedule Report (Slides 49-52)
• Lag Calendars (Slides 53-54) 3
What we have for you today (cont.)...
• Fragnets (Slides 55-58)
• Coding and WBS Shortcuts (Slides 59-63)
• Finding and Filtering Activities (Slides 64-65)
• Roles and Resource Loading (Slides 66)
• Schedule Crashing Basics (Slides 67-68)
• Advanced Layouts For Communication (Slides 69-71)
• Advanced Gantt Chart Formatting (Slides 72-76)
• Exporting and Importing Layouts/Reports (Slide 77)
• Add Bar-charts & Graphics to Reports (Slides 78-83)
• Working with Baselines (Slides 84-91)
4
What’s New – Reflection Projects
• Power with Simplicity !!!
• A Reflection is a Copy of a Project that enhances Your Ability to
“What If” or Update Your Project
• Same Name – What If – Internal Link to Source – Baseline –
Timesheet Data – Activity Owner
• “Activity Owner” make changes via .xer or Web
• Review & Change or Merge As Is (Check Boxes)
• Merge Will Not remove Activities, Resource Assignments, WBS
Elements, Work Products & Docs, Expenses, Issues or Risks if
deleted from Reflection

DEMO
5
What’s New - Create Reflection Project

6
Making Changes to Reflection Projects
• Use to test Scenarios or Update Project

• Send w/Project Specific Layout to Others to Update

• Import/Export just like any other Project file

• Activity Owner – designate Owner w/Required Web

License & Privileges to Update/Change

• Admin or Project Superuser gets last shot to

Review/Correct before merging back into Source Project
• Merge Will Not remove Activities, Resource Assignments, WBS
Elements, Work Products & Docs, Expenses, Issues or Risks if
deleted from Reflection 7
Merging Reflection into Source Project
• Close all Projects

• Go to Projects Table – Select Reflection Project

• Right Click – Merge Reflection into Source Project

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Merging Reflection into Source Project

9
Merging Reflection into Source Project

10
Merging Reflection into Source Project

11
What’s New – Future Bucket Planning

• Redistribute Even Distribution of Budgeted Units

• Editable Security Privilege

• Duration Type Must be Fixed Duration & Units, or Fixed

Duration & Units/Time

• Use Resource Spreadsheet or Resource Assignment

• In Future Bucket Period type or change Values as

Needed

12
What’s New – Future Bucket Planning
Day 1 Day 2 Day 3 Day 4 Day 5 TOTAL

Even Spread 8 8 8 8 8 40
Future Bucket 8A 8A 4A 10R 10R 40

•Assuming Daily TS – P5 spread evenly

•Actual levels of work may vary
•Example shows 20 A units in 3 days
•Remaining needs to be adjusted
•Two remaining buckets reflect adjustment
•Activity Adjusted must have Fixed Duration & Units, orFixed
Duration & Units/Time
•Use Resource Spreadsheet to adjust future bucket period 13
Edit Future Bucket Security

14
What’s New – Group & Sort Dialog
• New Checkbox for Show Group Totals, Shrink Vertical Bands

SHOW PIX & EXPLAIN

15
What’s New - Search in Pop-Up Dialog and Type Ahead in
Drop Down

SHOW PIX & EXPLAIN

16
What’s New - Copy Baselines
• Checkbox in Copy Project Options

• Copy Baselines Dialog

# Copies Controlled by New Setting in Admin Preferences

17
Admin preferences Setting for Copying Baselines

18
What’s New - Role Limits
• Similar to Limits for Resources

• Effective Date and Max Units/Time

19
What’s new – Project Specific Layouts (Yeah!)
• Layout with Filter when Project Exported

• Reduces Need for Global Layouts

• Only Global and Layout Filters will Restrict Use

• Expanded & Collapsed Bars & Row Height Setting when switching between layouts
and Windows (Yeah!)

20
Use of Indicators

21
Useful Global Changes –
De-Status the Schedule

Re-create a Baseline, Copy an Existing Schedule

that has Been Progressed
Project Detail Calculations Tab =

Any Actual Units that Exist Must be set to 0

• See Actual Units Slide

Run 2 Global Changes to Reset Activities to Not Started

• See De-Progress GCs

Make any Needed Changes and Reschedule

Skip
22
Useful Global Changes –
De-Status the Schedule (cont.)

Actual
Work
Units

Go Back

23
Useful Global Changes –
De-Status the Schedule (cont.)

De-Status
the GC’s

Go Back

24
 Errors?
Sometimes...

An Activity may have a Unit without a

Resource Assigned...

25
Useful Global Changes –
De-Status the Schedule (cont.) Set Cols
for All
Units

Delete
Manually,
or Use
the Fill-
Down
Feature

26
Useful Global Changes –
Change WBS Based on Filters

27
Exporting and Importing Projects

Primavera PM/MM (.xer)

MS Project

Project Planner (P3)

Spreadsheet (.xls)

Primavera Contractor 4.1 (.xer)

28
Exporting and Importing Projects – Spreadsheet (.XLS)

1. Select Items for Export

2. Separate Sheet for Each Item 29

Exporting and Importing Projects – Spreadsheet (.XLS)
(cont.)

3. Select a Project (it must be open)

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