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Course 102
Creating Relationships
Scheduling
Assigning Constraints
Maintaining the Project Documents Library
Formatting Schedule Data
Roles and Resources
Assigning Roles
continued...
Topics (cont.)
Lesson 1
1
Lesson Objectives
Describe Primavera tools
Explain the difference between enterprise and
project-specific data
Lesson 1
1
Introduction to Primavera
Primavera provides multi-project, multi-user tools
for enterprise-wide project management, providing
comprehensive information on all projects in the
enterprise, from executive-level summaries to
detailed work assignments for each team member.
Primavera is an integrated solution with Web-
enabled, client/server, and desktop software that
provides role-specific tools to satisfy each team
member’s needs, responsibilities and skills.
Primavera is an enterprise-wide solution.
Lesson 1
2
Lesson 1 Primavera Modules
3
Primavera Tools (cont.)
Project Management
Use for planning, monitoring, and controlling
projects.
Store and manage projects in a central location.
Lesson 1
3
Primavera Tools (cont.)
Methodology Management
An integrated process improvement platform for
delivering best practices, lessons learned, and
organizational standards in the form of project
templates, work product templates, and estimation
metrics.
Create, capture, organize, and improve reusable
components for building future project plans.
Lesson 1
3
Primavera Tools (cont.)
Timesheets
Enables Web-based timekeeping and
communication.
Team members see all supporting information they
need to coordinate and perform their work while
communicating directly with the central database.
Lesson 1
4
Primavera Tools (cont.)
P6 Web / MyPrimavera
(Portfolio, Project, Resource Management and
Collaboration)
4
Enterprise and Project-Specific
Data
A project consists of a combination of enterprise
and project-specific data.
Lesson 1
5
Enterprise and Project-Specific
Data (cont.)
Enterprise Data
Enterprise data provides the global structure needed
to manage multiple projects. It is available to all
projects across the organization and provides the
structure necessary for centralized project and
resource management.
Examples of centralized project management
include:
Project structure
Project codes
Admin categories and preferences
Examples of centralized resource management
Lesson 1
include:
Resources
Cost accounts
Resource codes
5
Enterprise Data
Project
Structure OBS
Resource
Admin codes
categories &
preferences
Lesson 1
Project
codes
Roles Cost Resources
accounts 5
Enterprise and Project-Specific
Data (cont.)
Project-Specific Data
Project-specific data is only available to the
project in which it is defined.
Dates
Work Breakdown Structure (WBS)
Activities
Activity relationships
Baselines
Expenses
Risks
Lesson 1
6
Thresholds & Issues
Project-Specific
Activities
Data
AS EF
Baseline/Target
AS EF
ES
EF
Expenses
Risks Project Web Site 6
Enterprise and Project-Specific
Data (cont.)
Enterprise/Project-Specific Data
The following types of data are enterprise, as
well as project-specific:
Calendars
Reports
Activity codes
System administrators define enterprise data.
Project managers define project-specific data to
further control their projects.
Lesson 1
7
Enterprise/Project-
Specific Data
2000
Lesson 1
Activity
Calendars Codes
Reports 7
The Project Management
Life Cycle
Lesson 2
9
Lesson Objectives
Review the relationship between Primavera and
the project management life cycle
Identify the five process groups in the Project
Management life cycle
Lesson 2
9
Project Management Life Cycle
Initiating
Project Management is the process
group
process of achieving set
goals within the constraints
Planning
of time, budget, and staffing process
group
restrictions.
Executing
process
group
Controlling
process
Lesson 2
group
Closing
process
group
10
Project
Project
information
Initiating Organization
process commitment
Management Life Te a m
development
Activity
definition
Planning
process
Schedule Resource and
development cost planning
Project plan
development
Ye s
Information
distribution
Executing
process
Project plan
execution
Performance
reporting No
Project
complete?
Ye s
Project
closeout
Closing Administrative
process closeout
Project
completion
11
Initiating Process Group
Steps in the Initiating process group include:
Define templates and workflow for initiation request.
Initiate request.
Obtain organizational commitment.
Lesson 2
12
Planning Process Group
Steps in the Planning process group include:
Establish project objectives and scope of work.
Define the work.
Determine the timing.
Establish resource requirements/availability.
Establish a cost budget.
Evaluate, optimize, and create baseline plan.
Lesson 2
13
Executing Process Group
Steps in the Executing process group include:
Distribute information.
Track work in progress and actual costs.
Lesson 2
14
Controlling Process Group
Steps in the Controlling process group include:
Analyze and evaluate the project.
Recommend necessary action.
Modify the current project with realistic data.
Re-forecast the schedule.
Communicate project performance to the project
team.
Lesson 2
15
Closing Process Group
Steps in the Closing process group include:
Document lessons learned.
Determine if project can be used as a methodology.
Deliver product to client or stakeholders.
Back-up or archive project files.
Lesson 2
16
Data, Navigating, and
Layouts
Lesson 3
17
Lesson Objectives
Describe enterprise and project-specific data
Log in
Open an existing project
Navigate in the Home window and Activities
window
Open an existing layout
Customize a layout
Save a layout
Lesson 3
17
Enterprise and Project-Specific
Data
Before logging in to Primavera, it is important to
understand that a project consists of a
combination of enterprise data and project-
specific data.
Lesson 3
18
Enterprise and Project-Specific
Data (cont.)
Enterprise Data
Enterprise data provides the global structure
needed to manage multiple projects. It is
available to all projects across the organization
and provides the structure necessary for
centralized project and resource management.
Enterprise data is usually defined and
maintained by a system administrator.
Lesson 3
18
Enterprise and Project-Specific
Data (cont.)
Enterprise Data
Examples of enterprise data:
Enterprise Project Structure (EPS)
Project codes
Resource codes
Admin categories and preferences
Resources
Cost accounts
Lesson 3
18
Enterprise and Project-Specific
Data (cont.)
Project-Specific Data
Project-specific data is only available to the project in
which it is defined. Project managers define project-
specific data to further control their projects.
Dates
Work Breakdown Structure (WBS)
Activities
Activity relationships
Baselines
Expenses
Risks
Lesson 3
19
Enterprise and Project-Specific
Data (cont.)
Enterprise/Project-Specific Data
The following types of data are enterprise as well
as project-specific:
Calendars
Reports
Activity codes
Lesson 3
20
Logging In
Type a valid Login Name and Password to log in
to Primavera. If you do not know your Login
Name/Password, contact your system
administrator.
Lesson 3
21
Home Window
The Home window is the starting point for
navigation. It provides quick access to enterprise
data and project data.
To the left of the Home window is the Directory
bar, which lists the 12 windows within Primavera.
Each window provides specific functionality to
help you manage projects. Click an item in the
Directory bar to access it.
The table below lists key navigation items in the
Home window. Numbers in the table correspond
Lesson 3
22
Home Window
Item Functionality
22
Navigation Bar
Use the Navigation bar to move back and
forward to previously accessed windows; return
to the Home window; display and hide the
Directory bar; and to access Help for the current
window.
The Navigation bar, which is turned on by
default, can be toggled on/off in the View menu
by clicking Toolbars, Navigation Bar.
Lesson 3
23
Opening an Existing Project
The Open Project dialog box lists all the projects
you have access to open.
All projects under the node are opened.
Open multiple projects under different nodes.
Press Control-click to select more than one project.
Lesson 3
24
Opening an Existing Project (cont.)
Access Modes
You have the option to select an access mode
prior to opening a project:
Shared - Multiple users can view, input, and change
data. This is the default setting.
Read Only - You can view data but cannot input or
change data.
Exclusive - The current user is the only user who can
edit data on these projects. Other users can access
these projects in Read Only mode.
Lesson 3
25
Opening an Existing Project (cont.)
Activities Window
The Activities window is used to create, view,
and edit activities for open projects. The table
below lists key navigation items in the Activities
window. Numbers in the table correspond to
those in the screenshot.
Lesson 3
26
Activities Window
Item Functionality
26
Activities Window (cont.)
Item Functionality
26
Layouts
A layout is a customizable view of information,
combining all the visual elements that appear on
the screen. Layouts are available in the Projects,
WBS, Activities, Resource Assignments, and
Tracking windows.
Lesson 3
27
Layouts (cont.)
Activity Layouts
The Activities window provides the option of
viewing data in top/bottom layouts.
Choose one of the following to show on top:
Activity Table
Gantt Chart
Activity Usage Spreadsheet
Activity Network
Lesson 3
27
Layouts (cont.)
Activity Layouts
Choose one of the following to show on bottom:
Activity Details
Activity Table
Gantt Chart
Activity Usage Spreadsheet
Resource Usage Spreadsheet
Activity Usage Profile
Resource Usage Profile
Trace Logic
Lesson 3
27
Layouts (cont.)
28
Layouts (cont.)
Gantt Chart
The Classic WBS Layout displays a Gantt Chart in
the top layout and Activity Details in the bottom
layout.
The Gantt Chart is divided into two sections:
Activity Table and Bar Area:
Activity Table - Displays activity data in columns.
Bar Area - Provides a graphical display of activity
progress over the duration of the project.
Lesson 3
30
Layouts (cont.)
31
Layouts (cont.)
Activity Network
Use the Activity Network to view the
relationships between activities and the logical
flow of the activities in the project:
Left pane - Displays the WBS hierarchy.
Right pane - Shows a graphical display of activities
and their relationships.
Lesson 3
32
Layouts (cont.)
Activity Table
The Activity Table enables you to see project
data in spreadsheet format. You also can modify
the columns displayed in the Activity Table to
meet your needs.
You can display the Activity Table on the entire
screen if you want to analyze data solely in a
tabular format.
Lesson 3
33
Customizing a Layout
The Activities window can be customized and saved
as a layout. Saving layouts for future use allows you
to quickly retrieve information.
The Layout Options bar is the centralized menu for
layout customization.
The following is a list of layout elements that are
customizable:
Bars
Columns
Timescale
Table font and colors
Row height
Lesson 3
Filters
Activity grouping and sorting
Top/bottom layouts
34
Customizing a Layout (cont.)
Selecting Columns
The Columns dialog box enables you to select columns to
display in the Activity Table and specify the order in which
they appear:
Available Options section - Lists data items in groups or in list.
Selected Options section - Lists items you have chosen to
display.
Single arrows - Move highlighted data items to the other section.
Double arrows - Move all data items to the other section.
Up/down arrows - Configure the order of the data items.
Click Edit Column to edit the selected item's title and
choose its alignment in the display.
Lesson 3
35
Customizing a Layout (cont.)
36
Displaying Activity Details
Activity Details displays detailed information for
the activity highlighted in the Activity Table or
Activity Network.
Lesson 3
37
Displaying Activity Details (cont.)
38
Saving Layouts
Layouts can be saved and shared with other users
to facilitate project communication. Use the Save
Layout dialog box to save a layout in the Activities,
WBS, Projects, Assignments, or Tracking windows:
Layout, Save - Saves changes to the existing layout.
Layout, Save As - Prompts you to save the layout with
a new name.
Current User - Only the user creating the layout will have
access to it in the future.
All Users - All licensed users will have access to the
layout (Global).
Lesson 3
39
Saving Layouts (cont.)
39
Closing a Project
Close the project when you are finished working
with it. You are prompted to verify that you want
to close the project.
Closing the project takes you back to the Home
window.
Lesson 3
41
Closing a Project (cont.)
Key Concepts
The Home window is a starting point for navigating in
Primavera.
Use the Navigation bar for quick access to Help, to
display the Directory bar, and to move forward and
backward to previously accessed windows.
Choose to open a project in Read Only, Shared, or
Exclusive mode.
A project consists of enterprise and project-specific
data.
View activity data in the Activities window and
customize the top and bottom layouts.
Lesson 3
42
Closing a Project (cont.)
Key Concepts
Activity Details, arranged in tabs, displays detailed
information for the activity highlighted in the Activity
Table or Activity Network.
Lesson 3
42
Enterprise Project
Structure
Lesson 4
43
Lesson Objectives
Describe the components that comprise the
Enterprise Project Structure
View the EPS
Lesson 4
43
Enterprise Project Structure
The Enterprise Project Structure (EPS) is a
hierarchy used to organize projects.
The EPS is made of roots and nodes.
Each root in the EPS can be subdivided into many
nodes.
Nodes represent different levels within the structure.
All projects must be included in a node.
Each node can contain an unlimited number of
projects.
Projects always represent the lowest level of the
hierarchy.
Lesson 4
44
Enterprise Project Structure
Level 1
Lesson 4
Level 2 42
Opening the EPS
You can use the Enterprise Project Structure
dialog box to define the EPS.
The three fields to enter when adding an EPS
node are:
EPS ID - Identifies the selected EPS node.
EPS Name - Description of the selected EPS node.
Responsible Manager - Use this field to select an
OBS (Organizational Breakdown Structure) element
to associate with the selected level of the EPS.
Lesson 4
45
Benefits of the EPS
The EPS offers many benefits, including the ability to:
View project priorities, scope, budgets, and resources across
the entire project structure or within a specific node.
Manage projects separately while retaining the ability to roll
up and summarize data across multiple projects.
Each node acts as a master project, rolling up all "child" nodes
and projects.
A node can be opened to view all detailed activity information
from the "member" projects.
View resource allocation across projects.
Assign security at any level of the project structure to provide
users with appropriate access to project information. For
example, Tim Harris can view only the Construction node and
Lesson 4
its children.
46
Key Concepts
The EPS is a hierarchy that represents the
management and organization of projects in your
company.
In the EPS, the root is the top level and can be
subdivided into nodes. Each node represents a level
in the project structure that can hold another node
or a project. Projects represent the lowest level of
the hierarchy.
The EPS enables you to view project data across the
entire project structure or within a specific node.
Lesson 4
47
Creating a Project
Lesson 5
49
Lesson Objectives
Create a project
Navigate in the Projects window
View and modify information in Project Details
Lesson 5
49
Creating a Project
A project can be created using a variety of
methods:
Create a New Project wizard:
Create the project.
Create the Work Breakdown Structure (WBS).
Add activities.
Assign resources and costs.
Project Architect:
Create the project from a methodology (template).
Review and adjust the WBS.
Review and adjust activities.
Lesson 5
50
Creating a Project (cont.)
Import a file:
Import a project using the following file formats:
Review and adjust the WBS.
Review and adjust activities.
Assign resources and costs.
Copy/paste:
Select elements of an existing project you want to
copy to a new project.
Lesson 5
50
Create a New Project Wizard
The Create a New Project wizard can assist you
in creating a project.
Lesson 5
51
Create a New Project Wizard (cont.)
52
Create a New Project Wizard (cont.)
53
Create a New Project Wizard (cont.)
54
Create a New Project Wizard (cont.)
55
Create a New Project Wizard (cont.)
56
Projects Window
The project has been created and opened.
To view high-level information about the project,
navigate to the Projects window, which displays
the projects within the EPS that you can access.
You can also:
Open, create, and save project layouts.
Group projects by the Enterprise Project Structure,
project codes, or other project-related items.
Filter projects.
Modify column data.
The table below lists key navigation items in the
Lesson 5
57
Project Details
Project Details is located in the bottom layout of
the Projects window. It can be used to define the
project properties and defaults that are applied
to the selected project.
Lesson 5
59
Project Details (cont.)
General Tab
The General tab enables you to view or modify
general information about the selected project.
Project ID, Project Name, and Responsible
Manager can be set when you create the project,
or you can change them here. The remaining
fields are set by default.
Fields in the General tab:
Project ID - Short, unique identifier for the project.
Project Name - Name of the project.
Lesson 5
60
Project Details (cont.)
General Tab
Status - Indicates project status based on the table below:
60
Project Details (cont.)
General Tab
Responsible Manager - Individual, selected from the
OBS, who is responsible for the project.
Risk Level - Indicates the overall risk in performing
the project. You can use the risk level to organize,
filter, and report on projects within the project
structure. You can enter a value between Very High
and Very Low; the default is Medium.
Leveling Priority - User-defined rank of the project
against all other projects, based on its importance to
the organization. You can enter a value between 1
and 100. The highest rank is 1; the default is 10.
Lesson 5
60
Project Details (cont.)
General Tab
Checked Out By - Displays the user that checked out
the project.
Date Checked Out - Indicates the date and time the
user checked out the project.
Project Web Site URL - Displays the project's Web
site address.
Lesson 5
60
Project Details (cont.)
Dates Tab
The Dates tab enables you to edit date information for the
selected project. The Planned Start and Must Finish By dates can
be set when you create the project, or you can change them
here.
Fields in the Dates tab:
Planned Start - Planned start date of the project.
Data Date - Date used as the starting point for schedule calculations.
Must Finish By - Date indicating the desired project end date.
Finish - Non-editable field indicating the latest early finish date
calculated when the project was last scheduled.
Actual Start and Actual Finish - Non-editable field indicating the actual
start and finish dates of the project.
Lesson 5
61
Project Details (cont.)
Dates Tab
Anticipated Start and Anticipated Finish - Expected
dates that can be entered while planning the project
at a high level.
Lesson 5
61
Project Details (cont.)
Notebook Tab
The Notebook tab enables you to write, view, or
edit project notes such as the project's purpose,
core requirements, or other project-specific
details.
Fields in the Notebook tab:
Notebook Topic - List of topics assigned to the
selected node/project.
Detail - User-defined description of the selected
topic. You can use HTML editing features, including
Lesson 5
62
Project Details (cont.)
Codes Tab
The Codes tab enables you to assign project
code values to the selected project.
Project codes allow you to group the projects in
the EPS to specific categories, such as location or
division.
Unlimited hierarchical project codes are supported.
Allows for summarization of large amounts of
information across projects.
Lesson 5
64
Project Details (cont.)
65
Project Details (cont.)
Defaults Tab
The Defaults tab is divided into two sections:
Defaults for New Activities - Indicates the settings
that will be used when new activities are added to
the project. Note that changing these settings will
not affect existing activities.
Auto-numbering Defaults - Sets how new activities
will be numbered in your project.
When the Increment Activity ID based on selected
activity field is marked, the prefix or suffix of the
selected activity is applied to the activity that is being
added.
Lesson 5
66
Project Details (cont.)
Defaults Tab
For the activities in the Office Building Addition
project, you will set the prefix to BA, and verify
the suffix as 1000 and the increment as 10.
When adding activities, the first activity ID will
be numbered BA1000, the second activity ID will
be BA1010, etc. This numbering structure relates
activities to the project, which is especially
helpful when viewing activities from different
projects.
Lesson 5
66
Project Details (cont.)
Settings Tab
The Settings tab consists of three sections:
Summarized Data - Identifies the date and the level
to which the project was last summarized.
Project Settings - Sets the character used to
separate WBS levels; identifies the month in which
the fiscal year begins; and specifies the baseline
used in earned value calculations.
Define Critical Activities - Identifies which activities
are displayed as critical, either longest path or a
value of Total Float.
Lesson 5
67
Project Details (cont.)
Calculations Tab
Use this tab to specify how to calculate cost and
resource use when you update activities. Two
fields of note:
Recalculate Actual Units and Cost when Duration %
Complete Changes - Mark to calculate actual units
and costs as Actual (units or costs) = Budgeted
(units or costs) * Duration % Complete
Primavera performs these calculations whenever you
update the Duration % complete.
Values you specify override the application's
Lesson 5
68
Project Details (cont.)
Calculations Tab
Link Actual and Actual This Period Units and Cost -
Mark this checkbox to recalculate actual or actual
this period units and costs when one of these values
is updated. This option is selected by default.
Lesson 5
68
Project Details (cont.)
Key Concepts
You can create a project with the New Project
wizard, import a file, copy an existing file, or use
Project Architect to create a project from an existing
template.
Once the project is created, use the Projects window
to view high-level information for projects you can
access.
Use Project Details tabs in the Projects window to
define default settings and properties for the
selected project, such as the anticipated start and
finish dates.
Lesson 5
69
Creating a Work
Breakdown Structure
Lesson 6
71
Lesson Objectives
Define a Work Breakdown Structure
Create multiple levels of a WBS hierarchy
Lesson 6
71
Work Breakdown Structure
The Work Breakdown Structure (WBS) is a
hierarchical arrangement of the products and
services produced during, and by, a project. It
enables you to divide a project into meaningful
and logical pieces for the purpose of planning
and control.
Each project has a unique WBS hierarchy.
The root level of the WBS is equal to the Project ID and
Project Name.
Elements within the WBS have a child/parent
relationship, which means that you can roll up and
Lesson 6
72
Work Breakdown Structure
Project A/
Root / Level 1 WBS
Level 2
WBS.1 WBS.2 WBS.3
Level 3
WBS.1.1 WBS.1.2 WBS.1.3
Lesson 6
71
Course Scenario
Office
Building
Addition
Plumbing and
Plumbing and Floor and
Elevator HVAC Lighting Carpentry Paint
Electrical Carpet
Course Scenario
Fixtures
Doors and
Brick Roof
Windows
68
Viewing WBS Elements
When a project is created, a root level WBS
element is added with the same ID and name as
the project.
Lesson 6
73
Creating the WBS Hierarchy
WBS elements added to the root level element are
automatically indented to form the second level of the
hierarchy.
When you create a new WBS element, it is indented as
a "child" of the WBS element that is currently selected.
If you add a WBS element to the wrong level or in the
wrong order, you can use the indentation keys located
on the Command bar to adjust the structure of the WBS
hierarchy.
The "child" WBS inherits attributes from the "parent"
WBS. This is illustrated below, when the WBS element
Lesson 6
74
Creating the WBS Hierarchy (cont.)
77
Key Concepts
The Work Breakdown Structure is a hierarchical
arrangement of the products and services produced
during and by a project.
The highest level of the WBS is the project, and the
lowest level consists of the individual activities
required for the deliverables.
Create the WBS in the Work Breakdown Structure
window. Use the indentation keys to form various
levels in the WBS.
Lesson 6
80
Adding Activities
Lesson 7
81
Lesson Objectives
Describe an activity and its components
Describe activity types
Add activities
Add a Notebook topic to an activity
Add steps to an activity
Assign activity codes to activities
Lesson 7
81
Activities
Activities are the fundamental work elements of
a project. They are the lowest level of a WBS and
the smallest subdivision of work that directly
concerns the project manager.
Most detailed work unit tracked in a project
schedule.
Contains all information about the work to be
performed.
Also known as a task, item, event, or work package.
Lesson 7
82
Activity Components
Lesson 7
82
Adding Activities
Use the Activities window to create, view, and
modify activities for the selected project. To add
an activity to a project, perform one of the
following actions:
In the Command bar, click Add.
In the Edit menu, click Add.
Press Insert on the keyboard.
Right-click and click Add.
Lesson 7
83
The New Activity Wizard
The New Activity wizard walks you through the
process of adding an activity. Once you become
familiar with the process, you can disable the
wizard in User Preferences and manually add
activities to the project.
Lesson 7
84
Adding Activities via Activity
Wizard
While in the Activities window, you can click Add
in the Command bar to add new activities. The
New Activity wizard appears only when you click
Add in the Command bar.
Type a unique Activity ID and Activity Name, for
each activity that you add. You will assign the
activity to the Design and Engineering WBS
element.
Lesson 7
85
Adding Activities via Activity
Wizard (cont.)
Assigning Activity Type
Activity Type controls how an activity's duration
dates are calculated.
Select the Activity Type according to the activity's
function in the project and the calendar that
should be used for the activity during scheduling.
Start Milestone
Finish Milestone
Task Dependent
Resource Dependent
Lesson 7
Level of Effort
WBS Summary
87
Adding Activities via Activity
Wizard (cont.)
Activity Type:
Start Milestone - This type is typically used to
mark the beginning of a phase or to
communicate project deliverables.
Zero-duration activity.
Only has a start date.
You can assign constraints, steps, expenses, work
products, and documents.
You can assign a primary resource.
You cannot assign roles.
Lesson 7
87
Adding Activities via Activity
Wizard (cont.)
Activity Type:
Finish Milestone - This type is typically used to
mark the end of a phase or to communicate
project deliverables.
Zero-duration activity.
Only has a finish date.
You can assign constraints, steps, expenses, work
products, and documents.
You can assign a primary resource.
You cannot assign roles.
Lesson 7
87
Adding Activities via Activity
Wizard (cont.)
Activity Type:
Task Dependent - This type is typically used
when the work needs to be accomplished in a
given time frame, regardless of the assigned
resources' availability.
The activity's resources are scheduled to work
according to the activity calendar.
Duration is determined by the assigned calendar's
workweek.
Lesson 7
87
Example of how Primavera calculates the duration
when activity type is task dependent.
Resource Calendar 1
Resource Calendar 2
Resource Calendar 3
Task Dependent X X
Lesson 7
87
Example of how Primavera calculates the duration
when activity type is resource dependent.
Resource Calendar 1
Resource Calendar 2
Resource Calendar 3
Task Dependent X X
Resource Dependent X X X
Lesson 7
88
Adding Activities via Activity
Wizard (cont.)
Assigning Activity Type
WBS Summary - This type is used to
summarize a WBS level.
The WBS summary activity comprises a group of
activities that share a common WBS level.
The dates calculated on a WBS summary activity are
based on the earliest start date of the activities in
the group and the latest finish date of these
activities.
The WBS summary activity duration is calculated
based on its assigned calendar.
Lesson 7
88
Adding Activities via Activity
Wizard (cont.)
Completing the New Activity Wizard
You have just added your first activity. You will
not use the wizard to help you create additional
activities.
Lesson 7
89
Adding an Activity via Activity
Details
You can use the Activity Details tabs to add an
activity, and then enter additional information
about the activity. When adding an activity, first
select either the WBS band in which the activity
will reside, or select an existing activity in the
WBS band.
Lesson 7
90
Adding an Activity via Activity
Details (cont.)
General Tab
Use the General tab to assign basic information
about the activity, including Activity Type,
discussed earlier in this lesson.
Lesson 7
91
Adding an Activity via Activity
Details (cont.)
Status Tab
Use the Status tab to define the selected
activity's duration, constraint, Start and Finish
dates, labor and nonlabor units and costs, and
material costs. You can also use the Status tab to
view the selected activity's float, actuals, and
completion percentages.
Lesson 7
92
Adding an Activity via Activity
Details (cont.)
Notebook Tab
The Notebook tab enables you to assign notes to
an activity. Notebook topics are typically
instructions or descriptions that further describe
the activity according to specific categories of
information.
Lesson 7
93
Adding an Activity via Columns
You can use the columns in the Activity Table to
add an activity and then enter additional
information about it.
Lesson 7
94
Adding Steps to an Activity
Activity steps allow you create a checklist for the
activity, and then track the completion of each step.
Often, steps provide a list of procedures required to
complete the activity and provide extra guidance to
resources assigned to the activity.
Assign an unlimited number of steps per activity.
Steps can be marked completed in Primavera and by the
primary resource in timesheets.
Steps do not have duration estimates or dates.
Each step can have an additional explanation in the text
area on the right side of the Steps tab.
Lesson 7
97
Step Templates
Activity step templates enable you to define a
group of steps common to multiple activities and
then assign the step template to activities.
If a commonly used step or set of steps have
already been defined for an activity, you can
convert the steps to a template.
Lesson 7
99
Activity Codes
Activity codes enable you to classify and
categorize activities according to your
organizational and project needs.
You can use activity codes to view and roll up
activities in the Activity Table; build reports in
the Report wizard or Report Editor; organize a
layout by grouping activities into specific
categories; and select and summarize activities.
Examples of activity codes include Phase, Area,
Site, and Division.
Lesson 7
100
Activity Codes (cont.)
100
Activity Codes (cont.)
100
Activity Codes (cont.)
100
Activity Codes (cont.)
102
Calendar Assignments
Calendars can be created and assigned to each
activity and resource. Calendar assignments are
used to schedule activities and level resources.
An unlimited number of calendars can be created.
The Activity Type determines whether the activity
calendar or resource calendar is used during
scheduling.
Lesson 7
103
Calendar Assignments (cont.)
Calendar Types
There are three calendar types:
Global calendar
Contains calendars that can be used by all projects in
the database.
Available for all resources and activities in the
database.
Resource calendar
Contains separate calendars for each resource.
Project calendar
Contains a separate pool of calendars for each project.
Lesson 7
103
Calendar Assignments (cont.)
Calendar Assignments
Use the Select Activity Calendar dialog box to
select the calendar that is used for an activity in
the project.
For example, in this project, the default calendar
assigned to all activities is theStandard 5 Day
Workweek. You will view the available calendars
on the Design Building Addition activity.
Lesson 7
104
Creating Relationships
Lesson 8
109
Lesson Objectives
Create a network logic diagram
Differentiate between the four relationship types
Create relationships in the Activity Network
Create relationships in Activity Details
Lesson 8
109
Network Logic Diagram
A network logic diagram is a logical
representation of all the activities in a project
showing their dependency relationships.
Lesson 8
110
Network Logic Diagram (cont.)
110
Network Logic Diagram (cont.)
110
Relationship Types
There are four relationship types. In the following
diagrams, activity A represents the predecessor
and activity B represents the successor.
Finish-to-Start (FS) - When A finishes, B can start.
Start-to-Start (SS) - When A starts, B can start.
Finish-to-Finish (FF) - When A finishes, B can finish.
Start-to-Finish - When A starts, B can finish.
Lesson 8
111
Relationships with Lag
Lag specifies an offset or delay between an activity and
its successor. It can be added to any type of relationship
and have a positive or a negative value.
Lag is scheduled based on the calendar selected in the
General tab in Schedule Options dialog box. (In the Tools
menu, click Schedule, and then click Options to access the
Schedule Options dialog box.)
There are four calendar options for scheduling lag:
Predecessor activity calendar
Successor activity calendar
24-hour calendar
Project default calendar
Lesson 8
112
Relationships with Lag (cont.)
112
Creating Relationships in the
Activity Network
The Activity Network is useful when sequencing
activities because it displays the activities
graphically as you create relationships.
Lesson 8
113
Creating Relationships in the
Activity Network (cont.)
Creating a Start-to-Start Relationship
You can create a relationship between activities
by clicking and dragging your mouse between
the two activities.
The left edge of the activity represents the start of
the activity.
The right edge of the activity represents the finish of
the activity.
Lesson 8
114
Creating Relationships in Activity
Details
You can also use the Relationships tab to create
relationships. When creating a relationship in
Activity Details, the default relationship type is
Finish-to-Start.
Activities in the Assign Successors dialog box can
be grouped and sorted in a variety of ways,
including by EPS and by List. In the Display
Options bar, click Group and Sort By to view
options.
Lesson 8
115
Creating Relationships in Activity
Details (cont.)
Assigning Lag
Although the default relationship type is Finish-
to-Start with zero days of lag, you can use the
columns on the Relationships tab to make
adjustments to the relationship type or to assign
lag.
Lesson 8
117
Viewing Relationships in Gantt
Chart
You can also view/modify relationships in the
Activity Table and Gantt Chart.
Activity Table - Displays the Predecessors and
Successors columns.
Lesson 8
118
Viewing Relationships in Gantt
Chart (cont.)
Key Concepts
Use the Precedence Diagramming Method to create a
network logic diagram to show the relationships
between activities. Build the diagram using boxes or
rectangles that represent activities, and create logical
relationships between the activities, specifying the
predecessor and successor activity relationships.
There are four relationship types: Finish-to-Start,
Start-to-Start, Finish-to-Finish, and Start-to-Finish. The
default relationship type is Finish-to-Start.
Use lag to specify a delay between an activity and its
successor.
Lesson 8
120
Scheduling
Lesson 9
121
Lesson Objectives
Perform a forward and backward pass
Describe float and its impact on a schedule
Identify loops and open ends
Calculate a schedule
Analyze the scheduling log report
Lesson 9
121
Critical Path Method Scheduling
The Critical Path Method (CPM) scheduling
technique is utilized to calculate project
schedules. CPM uses activity durations and
relationships between activities to calculate
schedule dates. This calculation is done in two
passes through the activities in a project.
Lesson 9
122
Critical Path Method Scheduling
(cont.)
Critical Path
The critical path is the series of activities that
determines a project's completion date.
The duration of the activities on the critical path
controls the duration of the entire project. A delay to
any of these activities will delay the Finish date of
the entire project.
Critical activities are defined by either the total float
or the longest path in the project network.
Lesson 9
122
What is the Data Date?
The data date is the date that is utilized as the
starting point for schedule calculations. It is the date
used to schedule all remaining work.
During the Planning phase the data date should
match the project Start date.
Lesson 9
123
Data Date
Line
J F M A
Schedule
Lesson 9
OPN
Scheduling Concepts (cont.)
Forward Pass
The forward pass calculates an activity's early dates.
Early dates are the earliest times an activity can
start and finish once its predecessors have been
completed.
The calculation begins with the activities without
predecessors.
Early Start (ES) + Duration - 1 = Early Finish (EF)
Lesson 9
124
A
5
ES 1 EF 5
C
15
ES 11 EF 25
B
10
ES 1 EF 10
Lesson 9
Forward pass
124
Scheduling Concepts (cont.)
Backward Pass
The backward pass calculates an activity's late
dates.
Late dates are the latest times an activity can start
and finish without delaying the end date of the
project.
The calculation begins with the activities without
successors (activity C in the graphic below).
For projects without a Must Finish By date, activities
without successors are assigned a Late Finish equal
to the latest calculated Early Finish date (25 in the
Lesson 9
graphic below).
Late Finish (LF) - Duration + 1 = Late Start (LS)
125
B a ck w a rd p a ss
LS 6 L F 10
A
5
ES 1 EF 5 L S 11 L F 25
C
15
LS 1 L F 10 ES 11 EF 25
Lesson 9
B
10
ES 1 EF 10
125
Scheduling Concepts (cont.)
Total Float
The amount of time an activity can slip from its early Start
without delaying the project.
The difference between an activity's late dates and early
dates.
Activities with zero Total Float are critical.
Late date - Early date = Total Float (TF)
An activity's Total Float is automatically calculated
each time you schedule the project. You cannot edit
an activity's float values directly.
The critical path is the series of activities that
Lesson 9
126
Total Float
LS LF
Positive float
ES EF
Positive float
LS LF
Zero float
(critical)
ES EF
LS LF
Negative Float
Lesson 9
(extremely
critical) ES EF
Negative float
126
B a ck w a rd p a ss
LS 6 LF 10
A
5
ES 1 EF 5 LS 11 LF 25
5 Path
al
TF =
t i c
Cri C
15
LS 1 LF 10 ES 11 EF 25
TF = 0
B
10
Lesson 9
ES 1 EF 10
TF = 0
F orw a rd p a ss
127
Scheduling Concepts (cont.)
128
Backward pass
Critical Activities
LS 1 LF 5
Must Finish
A By: Day 20*
5
ES 1 EF 5 LS 6 20*
LF 25
TF =0
C
15
LS-4 LF 5 ES 11 EF 25
TF =-5
Lesson 9
LS 1 LF 5
Must Finish
A By: Day 20*
5
ES 1 EF 5 LS 6 20*
LF 25
at h
TF =0
t P
ge s C
Lon 15
LS-4 LF 5 ES 11 EF 25
TF =-5
Lesson 9
129
Scheduling Concepts (cont.)
Open Ends
Open Ends are activities without a predecessor or
successor.
No predecessor - Activity uses data date as its Early
Start.
No successor - Activity uses project finish as its Late
Finish
Open-ended activities can portray an unrealistic
amount of positive total float.
Lesson 9
130
Open Ends cont.
FINISH
10 70
START
20 30 50 60 80 90
40
Lesson 9
20 30 50 60 80 90
40
Lesson 9
131
Scheduling a Project (cont.)
Schedule Log
The Schedule Log records scheduling results,
including:
Scheduling/leveling settings
Statistics
Errors
Warnings
Scheduling/leveling results
Exceptions
Lesson 9
132
Driving Relationships
An activity may have a relationship from a
predecessor that determines its Early Start. This
logic tie is called a driving relationship.
A solid relationship line indicates a driving
relationship.
A dashed relationship line indicates a non-driving
relationship.
BA3040 and BA3050 do not drive the start of BA3070.
BA3060 drives the start of BA3070.
Lesson 9
133
Key Concepts
139
Driving Relationships (cont.)
Key Concepts
After scheduling, results are recorded in a Schedule
Log.
Lesson 9
139
Assigning Constraints
Lesson 10
141
Lesson Objectives
Apply an overall deadline to a project
Apply a constraint to an individual activity
Add notebook topics to constrained activities
Describe the available constraint types
Lesson 10
141
Constraints
Constraints are imposed restrictions used to
reflect project requirements that cannot be built
into the logic.
Use constraints to build a schedule that more
accurately reflects the real-world aspects of the
project, provide added control to the project, and
impose a restriction on the entire project or an
individual activity
Constraints are user-imposed.
Lesson 10
142
Commonly Used Constraints (cont.)
Must Finish By
Used when an overall project deadline must be met.
Forces all activities in the project to finish by the date (and
time) specified.
By default, the time associated to the Must Finish By date is set
to 12:00 am. This means that if the project must finish by the
end of day on 1-Nov, assign a Must Finish By of 02-Nov.
Affects the total float of the entire project.
Must be applied in the Dates tab in Project Details.
The current Early Finish of Building Addition project is
17-Nov-10. You will apply a Must Finish By constraint of
Lesson 10
02-Nov-10.
The next step is to reschedule the project to see the
effect of the imposed deadline on the late dates and
Total Float in the project plan.
143
Start On or After
Used to set the earliest date an activity can
begin.
Forces the activity to start no earlier than
the constraint date
Pushes the early start to the constraint date
Affects the early dates of its successors
LS LF LS LF
Lesson 10
A B
ES * EF ES EF
145
Start On or After
Used to set the earliest date an activity can
begin.
Forces the activity to start no earlier than
the constraint date
Pushes the early start to the constraint date
Affects the early dates of its successors
LS LF LS LF
Lesson 10
A A B B
ES ESEF
* EF ES ESEF EF
145
Commonly Used Constraints (cont.)
147
Finish On or Before
Used to set intermediate completion points
Forces the activity to finish no later than the
constraint date
Pulls the late finish date to the constraint date
Affects the late dates of its predecessors
Lesson 10
LS LF LS LF *
A B
ES EF ES EF 148
Finish On or Before
Used to set intermediate completion points
Forces the activity to finish no later than the
constraint date
Pulls the late finish date to the constraint date
Affects the late dates of its predecessors
Lesson 10
LS LSLF LF LS LS
LF * LF
A A B B
ES EF ES EF 148
Commonly Used Constraints (cont.)
Start On
Forces the activity to start on the constraint date.
Shifts both Early and Late Start dates.
Delays an Early Start or accelerates a Late Start.
Used to specify dates submitted by contractors or
vendors.
Lesson 10
150
Commonly Used Constraints (cont.)
Start On or Before
Forces the activity to start no later than the
constraint date.
Shifts the Late Start to the constraint date.
Affects the late dates of its predecessors.
Used to place a deadline on the start of the activity.
Lesson 10
150
Commonly Used Constraints (cont.)
Finish On
Forces the activity to finish on the constraint date.
Shifts both Early and Late Finish dates.
Delays an Early Finish or accelerates a Late Finish.
Used to satisfy intermediate project deadlines.
Lesson 10
150
Commonly Used Constraints (cont.)
Finish On or After
Forces the activity to finish no earlier than the
constraint date.
Shifts the Early Finish to the constraint date.
Affects the early dates of its successors.
Used to prevent an activity from finishing too early.
Lesson 10
150
Commonly Used Constraints (cont.)
As Late As Possible
Delays an activity as late as possible without
delaying its successors.
Shifts the early dates as late as possible.
Also called a zero free float constraint.
Lesson 10
150
Commonly Used Constraints (cont.)
150
Commonly Used Constraints (cont.)
Key Concepts
Assign constraints to activities and projects to reflect
real-world restrictions.
A maximum of two constraints can be assigned to an
activity.
The Must Finish By constraint is used when an
overall project deadline must be met.
Use the Start On or After constraint to set the
earliest date an activity can begin.
Lesson 10
151
Maintaining the Project
Documents Library
Lesson 11
153
Lesson Objectives
Describe the difference between a work product
and a reference document
Create a document record
Link the document record to a project document
or work product
Assign the project document to an activity or
WBS
Lesson 11
153
Project Documents
The Work Products and Documents window enables
you to maintain general information about project
documents, including links to the actual document files.
Documents are organized hierarchically to enhance
categorization.
You can catalog and track project-related documents
and deliverables, and provide standards and guidelines
for performing work on an activity.
Store documents on a network file server or Web site.
Maintain general information about project documents such
as version, revision date, and author.
Lesson 11
154
Project Documents (cont.)
154
Creating a Document Record
Documents do not reside in the Primavera
database. To access documents via Primavera, a
document record must be created in the Work
Products and Documents window.
Lesson 11
155
Creating a Document Record (cont.)
Files Tab
After you add a document record, you must
establish a link to the document by specifying a
file path. There are two kinds of document
location references:
Private Location - References can be viewed only by
Primavera client/server application users. Examples
include invoices, purchase orders, or contracts.
Public Location - References can be viewed by all
project participants, including timesheet users.
Lesson 11
157
Creating a Document Record (cont.)
158
Creating a Document Record (cont.)
160
Creating a Document Record (cont.)
160
Creating a Document Record (cont.)
Key Concepts
Documents do not reside in the Primavera database.
To access documents via Primavera, a document
record must be created in the Work Products and
Documents window.
After adding a document record, specify its private
and/or public location. Specifying a public location
enables all project participants to view the document.
You can designate a document as a work product or
reference document and assign it to an activity or
WBS element.
Lesson 11
161
Formatting Schedule Data
Lesson 12
163
Lesson Objectives
Group activities according to a specific criteria
Sort activities
Apply a filter
Create a filter
Lesson 12
163
Grouping Data
Grouping is a flexible way to organize data into
categories that share a common attribute.
You can group data to create customized layouts. You
can also use grouping to quickly view subtotal data in the
group title bands, view summary bars in the Gantt Chart,
and summarize data for reporting purposes.
Grouping is available in all windows and most dialog boxes.
Each window or dialog box has its own grouping options.
Some windows have customized/pre-defined groups.
Activities can be grouped by hierarchical fields such as WBS,
activity codes, and project codes.
Lesson 12
164
Grouping Data (cont.)
165
Grouping Data (cont.)
165
Grouping Data (cont.)
165
Grouping Data (cont.)
Grouping by Date
Grouping a layout by date allows you to identify
activities that are scheduled to occur within a
particular time period.
Lesson 12
167
Grouping Data (cont.)
168
Sorting Activities
Sorting determines the sequence in which
activities are listed within each grouping band.
Based on the data item you choose, you can sort
alphabetically, numerically, or chronologically.
Lesson 12
169
Sorting Activities (cont.)
169
Filtering Activities
1060 1140
1120
1010 1020
A series of statements
1040
which determine the 1090
activities to be
displayed on screen.
1070 1080
1000
1030
1110
Legend 1100
PRCH IT SLS ADMN
Lesson 12
FILTER
DEPT =
ADMN
1110 1120
Filtering Activities
A filter is a set of instructions that determines
which activities should display on screen.
Filters enable you to create customized layouts
by limiting the number of activities displayed -
helping you to focus on critical activities, for
example.
A set of pre-defined filters is provided, as is the
ability to create user-defined filters of your own.
Lesson 12
170
Filtering Activities (cont.)
170
Filtering Activities (cont.)
171
Filtering Activities (cont.)
172
Creating a Filter
You can create filters based on a single line of
criteria or multiple criteria.
A convenient single-criteria filter to use
throughout the life cycle of a project is a
lookahead filter. It displays the activities that are
scheduled to occur within a given amount of
time - for example, the next month.
You will execute the new filter to display all
activities scheduled to occur within the next
Lesson 12
173
Using Multiple Filters
If you cannot achieve your goal with a single
filter, you can run two filters simultaneously.
Lesson 12
175
Using Multiple Filters (cont.)
176
Using Multiple Filters (cont.)
Key Concepts
Use grouping and sorting to organize activities in a
layout.
Grouping is available in all windows and most dialog
boxes.
The Group and Sort dialog box provides options to
show grand totals and summaries, and modify the
font and color for each grouping selected. You can
also sort the groups alphabetically, numerically, or
chronologically.
Use filters to customize the layout or only show
Lesson 12
177
Roles and Resources
Lesson 13
179
Lesson Objectives
Describe roles
Views the roles dictionary
Describe resources
Identify the differences between labor, nonlabor
and material resources
View the resource dictionary
Lesson 13
179
Roles and Resources
Before you begin to manage resources in
Primavera, you must understand the difference
between a role and a resource:
Role - A role is a job title or skill - for example,
Software Engineer, Project Manager, Trainer, and
Database Administrator.
Resource - A resource is an individual (or equipment
or material) used to complete an activity.
Lesson 13
180
Roles and Resources (cont.)
180
Lesson 13
180
Defining Roles
The Roles dictionary contains four tabs:
General tab - Lists the Role ID and Role Name. The
Responsibilities field lists the skills required to
perform the role.
Resources tab - Lists the resources that are capable
of performing the responsibilities associated with the
role as well as their proficiency.
Prices tab - There are five available price per unit
values. The title of these values can be defined in
the Rates tab in Admin Preferences.
Limits tab - Specify allocation limit(s) for a role.
Lesson 13
181
Defining Roles (cont.)
Limits Tab
Use the Limits tab to specify available quantities (limits)
for a role. Setting limits helps you quickly identify areas of
role overload in Resource/Role Usage Profiles. You can
define an unlimited number of role limits for each role;
however, the effective date must be unique.
By default, role limits are calculated based on the limit
defined for each role's primary resource, which may not
accurately reflect a role's planned allocation. In the
Resource Analysis tab in User Preferences, Resource
Analysis tab, you can choose to display role limits based
Lesson 13
183
Defining Resources
A resource is anything used to complete an activity.
The Resources window contains information about all
resources within the organization, enabling
centralized resource management. Resources are
divided into three categories:
Labor (people) - Measured in units of time.
Generally re-used between activities/projects.
Recorded in terms of price/unit - for example, $50.00/hour.
Nonlabor (equipment) - Measured in units of time.
Recorded in terms of price/unit - for example, $465.00/hour.
Material - Measured in units other than time - for
Lesson 13
example, $4.50/sf.
184
Resource Details
Use Resource Details to add, view, and edit
detailed information about the selected resource.
Lesson 13
185
Resource Details (cont.)
General Tab
The General tab enables you to enter general
information about the selected resource
including the resource's ID, name, employee ID,
title, e-mail address, office phone number, and
status.
Lesson 13
185
Resource Details (cont.)
Codes Tab
The Codes tab enables you to assign resource
code values to further categorize the selected
resource for grouping and organizing.
Lesson 13
185
Resource Details (cont.)
Details Tab
The Details tab enables you to enter the selected
resource's labor classification, currency and
overtime settings, and profile.
Labor Classification - Indicates the resource is Labor,
Nonlabor or Material.
Unit of Measure - Utilized for material resources.
Select to determine what unit the resource utilizes.
Currency - Indicates the currency associated with
the resource's costs.
Lesson 13
186
Resource Details (cont.)
Details Tab
Overtime Factor - Indicates the value by which the
resource's standard price should be multiplied to
determine the resource's overtime price.
Calendar - Calendar used to identify resource
availability.
Default Units/Time - Indicates the units/time that will
be applied when the resource is assigned to an
activity.
Auto Compute Actuals - Mark to automatically
calculate the resource's actual quantity of work
Lesson 13
186
Resource Details (cont.)
187
Resource Details (cont.)
Key Concepts
A role is a job title or skill, for example, Trainer or
Manager.
A resource is someone - or something - used to
complete an activity.
Roles can be assigned to resources to aid in resource
management. Multiple roles and a single primary role
can be assigned to each resource.
Resources are divided into three categories: Labor
(people); Nonlabor (equipment); Material (measured in
units other than time, e.g., $4.50/square foot).
Lesson 13
188
Assigning Roles
Lesson 14
189
Lesson Objectives
Assign roles to an activity
Assign rates on roles
Lesson 14
189
Assigning Roles to Activities
If you know which skill sets are required for each
activity - but not the exact people who will
perform the work - you can assign roles to the
activities. Role assignments will act as
placeholders, which you can use later to assign
the resources.
To assign a role to an activity, click Add Role in
the Resources tab in Activity Details.
Lesson 14
190
Assigning Roles to Activities
If you know which skill sets are required for each
activity - but not the exact people who will
perform the work - you can assign roles to the
activities. Role assignments will act as
placeholders, which you can use later to assign
the resources.
To assign a role to an activity, click Add Role in
the Resources tab in Activity Details.
Lesson 14
190
Assigning Roles to Activities (cont.)
192
Assigning Roles to Activities (cont.)
193
Assigning Rates on Roles
Rate types are assigned to roles in the Resources
tab in Activity Details.
The rate type determines the price/unit used to
calculate costs for the assignment. The names
for each rate type are defined by your system
administrator in the Rate Types tab of Admin
Preferences. When you select a rate type, the
monetary value is updated automatically in the
Price/Unit column.
Lesson 14
194
Assigning Rates on Roles (cont.)
Key Concepts
Role assignments can act as a placeholder, which
you can later use to assign a specific resource.
You can assign a single role to an activity; multiple
roles to a single activity; or a single role to multiple
activities.
You can also assign rates to roles. The rate type
determines the price/unit used to calculate costs for
the assignment.
Lesson 14
195
Assigning Resources and
Costs
Lesson 15
197
Lesson Objectives
Assign resources by role
Assign labor, nonlabor, and material resources to
activities
Adjust Budgeted Units/Time for a resource
Assign expenses to activities
Lesson 15
197
Steps for Resource Management
Following are the basic steps for resource management:
Define resource availability.
Set up the resource name, description, cost, roles, and
attributes that control the resource's effect on the schedule.
Enter the resource name and amount of work planned.
The cost is calculated based on the resource quantity and
price/unit as defined in the Resources window.
Use the Resource Usage Profile to view resource quantity/cost
information graphically. The profile helps you analyze when,
and to what extent, a resource is allocated.
Use the Resource Usage Spreadsheet to view resource
quantity/cost information in a tabular format. Like the Resource
Usage Profile, the spreadsheet helps you analyze resource
Lesson 15
allocation.
Use columns to view total costs.
198
Assigning by Role
Resource assignments can be made by replacing a
role assignment with a specific resource.
At least one role must be assigned to an activity to
assign resources by role. When you assign by role,
only those resources assigned to the role are
displayed in the Assign Resources by Role dialog
box.
When assigning resources by role, a confirmation
dialog box is displayed if the resource selected to
replace the role assignment has different default
Lesson 15
199
Assigning by Role (cont.)
200
Assigning by Role (cont.)
201
Assigning Resources
Depending on numerous factors - including the
type of activity or type of resource - you may
need to adjust Budgeted Units or Units/Time
when assigning a resource.
Budgeted Units - The number of units, hours for
example, that a resource is assigned to work on the
activity.
Units/Time - The number of units (hours) a resource
is scheduled to work in a specific time period - for
example, 8 hours/day.
Lesson 15
202
Assigning Resources (cont.)
202
Assigning Resources (cont.)
203
Assigning Resources (cont.)
204
Assigning Resources (cont.)
205
Assigning Resources (cont.)
206
Planning Costs
Costs are planned and managed at the activity
level. There are two types of costs:
Resource - Calculated based on resource
assignments.
Expense - Lump sum costs that are manually
entered.
Lesson 15
207
Planning Costs (cont.)
Resource
The cost of a resource can be calculated based
on the Price/Unit defined in the Resource
dictionary and the Budgeted Units assigned to
the activity.
Budgeted Cost = Budgeted Units x Price/Unit
Lesson 15
207
Planning Costs (cont.)
Expense
Expenses are non-resource costs associated with a project.
They are typically one-time expenditures for non-reusable
items. Examples of expenses include facilities, travel,
overhead, and training.
Expenses are manually assigned at the activity level. You
can enter a single lump sum expense or you can enter the
number of units and the Price/Unit.
Expense categories can be assigned to classify the expense.
Expenses can be accrued at the start, end, or uniformly over the
duration of an activity.
Lesson 15
208
Planning Costs (cont.)
Summary Tab
Use the Summary tab to display unit, cost, or
date information for the selected activity.
Select Display cost at the bottom of the page to
display the itemized and total cost of the
selected activity. The activity's costs are broken
into:
Labor Cost
Nonlabor Cost
Lesson 15
Material Cost
Expenses
Total Cost
210
Planning Costs (cont.)
Key Concepts
Three steps in resource management are defining resources;
assigning resources; and analyzing resources.
Resource assignments can be made by replacing a role
assignment with a specific resource. At least one role must be
assigned to an activity to assign resources by role.
If a role is not designated as a placeholder in an activity,
assign a resource directly from the Resource dictionary.
When you assign a resource to an activity, this calculation is
performed: Duration x Units/Time = Units.
When you assign a resource, you can adjust Units/Time or
Budgeted Units. You can also designate a primary resource.
Lesson 15
211
Analyzing Resources
Lesson 16
213
Lesson Objectives
Display the Resource Usage Profile
Format a profile
Format the timescale
Lesson 16
213
Resource Analysis Settings
The Resource Usage Profile, which can be
displayed in the Activities window, enables you
to view resources/role unit and cost distribution
over time. You can specify how data is played in
the profile via the Resource Analysis tab in User
Preferences:
All Projects
Lesson 16
214
Resource Analysis Settings (cont.)
214
Resource Usage Profile
The Resource Usage Profile provides a graphical
view of unit/cost distributions over time. It
displays the amount of effort needed from each
resource/role on the project during each time
period.
Use the profile to determine how many hours
each resource is scheduled to work; identify
overallocated resources; track expenditures per
time period; and display a "banana curve" to
compare early and late dates.
Lesson 16
216
Resource Usage Profile (cont.)
216
Displaying the Resource Usage
Profile
You can use Resource Usage Profile information
to determine which resources/roles are
overallocated and which resources/roles are
underutilized.
The table below lists the sections of the Resource
Usage Profile. Note that there are two Display
Option bars: one that controls display options for
the left pane, and another that controls display
options for the right pane.
Lesson 16
217
Displaying the Resource Usage
Profile (cont.)
Viewing All Projects or Open Projects Only
When you select the User Preferences setting to
All closed projects (except what-if projects), you
can toggle the Resource Usage Profile to display
either:
all open projects.
all closed projects except for what-if projects.
This option is available on the right pane Display
Options bar.
Lesson 16
218
Displaying the Resource Usage
Profile (cont.)
Formatting the Profile
The Resource Usage Profile can be modified by adjusting
Data and Graph settings in the Resource Usage Profile
Options dialog box.
Data settings:
Display - Select to display units or costs.
Show Bars/Curves - Mark to display By Date (periodic) bars
and/or Cumulative curves and format their colors.
Show Remaining Bars As - Select a solid color to display early
bars and a hatched color to display late bars.
Additional Data Options - Mark to display a line indicating
Lesson 16
220
Displaying the Resource Usage
Profile (cont.)
Formatting the Profile
Graph settings:
Vertical Lines - Choose to display major/minor sight
lines based on the timescale interval.
Horizontal Lines - Choose the line style and color.
Additional display options:
Show Legend - Display the data item each color
represents.
3D Bars - Add a third dimension to the bars.
Background Color - Specify the color displayed in the
Lesson 16
221
Displaying the Resource Usage
Profile (cont.)
Formatting the Timescale
You can specify the timescale you want to
display in the Resource Usage Profile and the
Gantt Chart.
Timescale Start - Specify the date from which the
timescale should start for the profile or Gantt Chart.
Date Interval - Choose the units of the timescale in
years, quarters, months, weeks, days, hours, and
shifts.
Lesson 16
223
Displaying the Resource Usage
Profile (cont.)
Formatting the Timescale
You can also format the timescale by clicking
and dragging:
Place your mouse on the minor date interval on the
timescale. Click and drag to expand or contract the
timescale.
Lesson 16
224
Displaying the Resource Usage
Profile (cont.)
Key Concepts
The Resource Usage Profile provides a graphical
view of unit/cost distributions over time. It displays
the amount of effort needed from each resource/role
on the project during each time period.
Use the profile to determine how many hours each
resource is scheduled to work; identify overallocated
resources; track expenditures per time period; and
display a "banana curve" to compare early and late
dates.
You can specify settings for resource analysis in the
Lesson 16
227
Optimizing the Project Plan
Lesson 17
229
Lesson Objectives
Analyze schedule dates
Shorten a project schedule
Analyze resource availability
Remove resource overallocation
Analyze project costs
Lesson 17
229
Analyzing the Project
230
Analyzing the Project
Lesson 17
230
Analyzing Schedule Dates
The most important date in the schedule is the
calculated project Finish date. If the calculated
Finish date of the project is beyond the Must
Finish By date, the project must be shortened. In
addition, each deliverable in the project should
be scheduled to finish by the dates imposed by
the project stakeholders.
Steps for analysis:
Compare the calculated Finish to the Must Finish By
date.
Lesson 17
231
Analyzing Schedule Dates (cont.)
232
Analyzing Schedule Dates (cont.)
233
Shortening the Project
If schedule analysis leads you to conclude that
the Must Finish By date cannot be met,
concentrate your efforts on shortening the
schedule. Several methods can help you
accomplish this goal:
Refine duration estimates:
Break down long activities.
Assign additional resources to reduce duration.
Use relationships to overlap activities.
Apply/modify constraints.
Lesson 17
235
Shortening the Project (cont.)
235
Shortening the Project (cont.)
236
Shortening the Project (cont.)
Modifying Relationships
If you need to further compress the schedule,
review relationships between activities on the
critical path.
Currently, there is a Finish-to-Start relationship
between the Site Preparation and Excavation
activities. You determine these activities can be
performed at the same time. Therefore, change
the relationship to Start-to-Start with 5 days of
Lesson 17
lag.
237
Shortening the Project (cont.)
Modifying Constraints
Constraints assigned earlier in the project life
cycle may need to be modified based on the
latest information from the project team. If you
modify a constraint, be sure to also modify the
Notebook topic that was created to document
the constraint.
A resource is available to work on the Excavation
activity. You can now remove the Start On or
Lesson 17
238
Shortening the Project (cont.)
239
Analyzing Resource Allocation
The project plan is now scheduled to be
completed by the deadline. Before proceeding,
verify that resources are appropriately allocated.
You can use the Resource Usage Profile to
determine which resources are
overallocated/underutilized. You can then re-
assign resources to help even the workload.
Lesson 17
240
Analyzing Resource Allocation (cont.)
241
Analyzing Resource Allocation (cont.)
Correcting Overallocation
If overallocation is identified, choose a method to remove the
overallocation from the specific resource. Several methods can
help you accomplish this goal:
Replace the overallocated resource with an available resource.
Increase the resource's workweek.
Increase the hours/day that the resource works.
Assign additional resources to the activity.
After analyzing Oliver Rock's overallocation, you have decided to
use a different resource for activities BA5010 Review and
Approve Brick Samples and BA5020 Prepare and Solicit Bids for
Brick Exterior. Waylan Smithers is not allocated to work in this
Lesson 17
242
Analyzing Resource Allocation (cont.)
Correcting Overallocation
Assign Waylan Smithers to work on the two
activities.
Lesson 17
244
Analyzing Resource Allocation (cont.)
Reviewing Allocation
Use the Resource Usage Profile to check
allocation for Oliver Rock, who was removed
from the activities, and Waylan Smithers, who
was assigned in his place.
Lesson 17
245
Analyzing Resource Allocation (cont.)
Replacing a Resource
Note that this functionality is available only when
assigning a resource directly - it is not available
in the Assign Resources by Role dialog box.
Lesson 17
246
Analyzing the Budget
There are many options for analyzing the
budget. By displaying cost columns in the
Activity Table, you can analyze the budgeted
cost of the entire project, as well as each
individual activity.
$250,000 has been allocated for the Office
Building Addition project. You will display a
layout that shows budgeted cost information so
you can determine whether the project is within
this budget.
Lesson 17
247
Analyzing the Budget (cont.)
Key Concepts
Optimizing the project plan is the last step in planning your
project. Ensure that the project plan meets its date,
resource, and cost requirements.
If the calculated Finish date of the project is beyond the
Must Finish By date, the project must be shortened.
Comapare the dates in the Dates tab in Project Details.
You can use various methods to shorten the project, such
as refining durations, modifying relationships, applying
constraints, and focusing on critical activities.
Use the Resource Usage Profile to ensure resources are
not overallocated.
Lesson 17
248
Baselining the Project Plan
Lesson 18
249
Lesson Objectives
Create a baseline plan
Display baseline bars on the Gantt Chart
Modify the bars on the Gantt Chart
Lesson 18
249
Baselines
A baseline is a copy of a project that you can compare to the
current project to evaluate progress. Create a baseline plan
before updating a schedule for the first time.
Baselines provide a target against which you can track a
project's cost, schedule, and resource performance.
Baseline functionality in Primavera enables you to:
Save an unlimited number of baselines per project.
Designate one project baseline and up to three user baselines at a
time for comparison to the current project.
Assign a baseline type to categorize a baseline. Examples include
initial planning, what-if, or mid-project baselines. Baseline types can
help you benchmark performance across multiple projects.
Lesson 18
250
Creating a Baseline
You can create a baseline either by:
Copying the currently opened project.
Converting another project into a baseline.
When you create a baseline, you must select the
project to which it is associated. Baselines can
be assigned only to opened projects. All opened
projects are displayed in the Maintain Baselines
dialog box.
Lesson 18
251
Creating a Baseline (cont.)
252
Creating a Baseline (cont.)
Assigning a Baseline
Use the Assign Baselines dialog box to choose a
project baseline and/or user baseline for the
project. If no baseline is designated as active,
the current project plan is used as the baseline.
Project baseline is the baseline selected by the
project manager for the project.
Used for schedule, resource, and cost comparison.
Controlled by the security privilege, Maintain Project
Baselines.
Lesson 18
253
Viewing Baseline Bars
The Bars dialog box allows you to modify the
type, size, color, row position, and shape of the
bars displayed in the Gantt Chart.
Timescale - Bar is drawn based on the timescale
selected, for example, Actual Bar drawn from Actual
Start date to Actual Finish date.
Filter - Bar is drawn for all activities that match the
criteria listed in the filter displayed.
Lesson 18
254
Viewing Baseline Bars (cont.)
254
Viewing Baseline Bars (cont.)
255
Viewing Baseline Bars (cont.)
256
Viewing Baseline Bars (cont.)
257
Viewing Baseline Bars (cont.)
258
Viewing Baseline Bars (cont.)
Key Concepts
A baseline is a copy of a project that you can compare
to the current project to evaluate progress. Create a
baseline plan before updating a schedule for the first
time.
You can create a baseline either by copying the
currently opened project or converting another project
into a baseline.
Assign a baseline type to categorize the baseline
based on how you to intend to use it.
A project baseline is the baseline selected by the
Lesson 18
260
Viewing Baseline Bars (cont.)
Key Concepts
The Bars dialog box allows you to modify the type,
size, color, row position, and shape of the baseline
bars displayed in the Gantt Chart.
Lesson 18
260
Project Execution and
Control
Lesson 19
261
Lesson Objectives
Describe several methods for updating the
project schedule
Use Progress Spotlight
Status activities
Reschedule the project
Lesson 19
261
Updating a Project
Once a project has started, you need to update
actual schedule information and resource usage
at regular intervals. Your company will establish
a standard update procedure, including how data
is collected and how often it is updated.
Lesson 19
262
Updating a Project (cont.)
How Often?
You may need to update daily, weekly, or
monthly, depending on the length of your project
and how frequently you want to adjust your
forecasts.
Lesson 19
262
Updating a Project (cont.)
262
The Data Date
When updating a project, actuals are recorded
for each activity relative to the data date. The
data date is the date up to which actual
performance data is reported and the date from
which future work is scheduled. By default, the
data date is set to the beginning of the day.
Lesson 19
263
Lesson 19
263
Updating Process
Create a baseline plan.
Identify the new data date with the Progress
Spotlight.
Enter activity progress.
Report resource use and costs to date.
Use Suspend and Resume dates as necessary.
Apply actuals to the project.
Perform target analysis.
Compare the current plan to the target to analyze
variances.
Lesson 19
264
Updating Process (cont.)
264
Updating Process (cont.)
264
Defining a Statusing Period
Define the statusing period before you begin to
update activities. In general, the statusing period
begins at the current data date and ends at a
point in the future. The length of the statusing
period depends on the frequency of your
updates. You could, for example, create a
statusing period that extends one week from the
current data date. The end of the statusing
period will become the new data date - the date
up to which actual performance is measured.
Lesson 19
265
Defining a Statusing Period (cont.)
265
Defining a Statusing Period (cont.)
Progress Spotlight
Progress Spotlight creates a visible statusing
period between the current data date and the
next status date. It also provides a highlighted
list of activities that should have progress during
the update period.
Lesson 19
266
Defining a Statusing Period (cont.)
267
Entering Actuals
Once a project is underway, you must enter
actual schedule data, resource usage, and
expense costs at regular intervals. You may need
to update daily, weekly, or monthly, depending
on the length of your project and how frequently
you want to adjust your forecasts.
Actual data is different than planned data -
actual data is the real time and cost associated
with an activity.
Lesson 19
268
Entering Actuals (cont.)
268
Entering Actuals (cont.)
Completed Activities
Actual Start and Actual Finish dates
Actual Regular Units/Costs
Actual Cost for expenses
Lesson 19
268
Entering Actuals (cont.)
Activities in Progress
Actual Start date
Percent Complete and/or Remaining Duration
Actual Regular Units/Costs and Remaining Units/Costs
Actual and Remaining Costs for expenses
If activity work is temporarily halted, use
Suspend/Resume dates.
Lesson 19
268
Statusing Milestones
To update a start milestone, mark the Started
checkbox and enter the Actual Start date. You do
not need to enter data in the Finish field because
the activity type is a Start Milestone, which has
zero duration.
Lesson 19
269
Statusing Activities to Completion
Three steps must be performed to update an
activity to completion:
Enter Actual Start and Actual Finish dates.
Enter Actual Regular Units for resources.
Enter Actual Cost for expenses.
Below you will check the Actual Regular Units for
the activity. Note that in this example, data in
the Actual Regular Units field is automatically
completed because Recalculate Actual Units and
Cost when duration % complete changes is
Lesson 19
270
Statusing Activities to Completion
(cont.)
272
Statusing Activities to Completion
(cont.)
274
Statusing Activities in Progress
Five steps must be performed to update an activity in
progress:
Enter Actual Start date.
Enter Percent Complete and/or Remaining Duration.
Enter Actual Regular Units and Remaining Units for resources.
Enter Actual Cost and Remaining Cost for expenses.
In the example below, activity BA2010 was started during
the status period but is now falling behind schedule. You
will reflect this by increasing the Remaining Duration.
Actual Regular Units is the number of units that
resource(s) actually worked on the activity. Remaining
Lesson 19
275
Statusing Activities in Progress
(cont.)
276
Suspending an Activity
When an activity starts but is unexpectedly delayed or
stopped for a period of time, you may suspend it.
A suspended activity must have an Actual Start.
Use the Status tab to enter Suspend and Resume dates.
Suspend date - The last day that work was conducted on the
activity.
Resume date - The first day that work will continue on the
activity.
The actual duration excludes suspension time.
Use the Notebook tab to document the reason for the
suspension.
In the exercise below, the Excavation activity was started
Lesson 19
277
Statusing Activities to Completion
The Review and Submit Flooring Samples activity has
finished 1 day early.
Resource Oliver Rock worked 8 hours less than planned on
the activity. Update Actual Units to 56 hours.
The Assemble Brick Samples activity also was completed
during this status period.
The Assemble Technical Data for Heat Pump activity was
started and finished in this update period.
The Assemble Technical Data for Heat Pump activity has an
expense that is running over its budgeted amount. You will
update the expenses for the activity to reflect the spending.
In the Expense tab, the field for At Completion Cost
Lesson 19
279
Rescheduling the Project
Now that actuals have been entered, it is time to
reschedule the project based on the new data
date. Any activities that did not finish on time
will delay their successor activities.
Lesson 19
284
Rescheduling the Project (cont.)
285
Controlling the Project
After scheduling a project, analyze schedule
dates, resource allocation, and the cost budget.
Lesson 19
286
Controlling the Project (cont.)
286
Controlling the Project (cont.)
286
Controlling the Project (cont.)
286
Compressing the Schedule
If the calculated Finish date is later than the
Must Finish By date, you can use several
methods to shorten the project:
Use relationships to overlap activities.
Add resources to reduce durations.
Break down long activities.
Change calendar assignments:
Put critical activities on a longer workweek.
Add exceptions to non-worktime.
Lesson 19
287
Compressing the Schedule (cont.)
You can use the following set of questions to help you decide how
to most appropriately adjust the schedule:
Can the Finish date of the project slip?
The project may need to be delayed if no other options are available.
If the delay is approved, adjust the affected milestones.
If the delay is not approved, find another way to meet the project
milestones and Finish date of the project.
Can the scope of the activity/project decrease?
In some cases, in order to meet the project milestones and finish date, you
can decrease the total amount of work that will be accomplished, i.e.,
decrease the scope of the project.
If the scope change is approved, decrease the scope by reducing the total
hours worked on activities. This will change the duration of the activities.
Lesson 19
287
Compressing the Schedule (cont.)
on time.
This may be possible if another resource with the necessary
skills is available.
287
Compressing the Schedule (cont.)
288
Reporting Performance
Lesson 20
295
Lesson Objectives
Describe reporting methods
Run a schedule report
Create a resource report with the Report wizard
Create a report using the current layout
Lesson 20
295
Methods for Performance
Reporting
There are many methods to distribute schedule,
resource, and cost performance information to
the project team, including:
Printed layouts
Printed reports from the Report wizard
Printed reports from Report Writer
Project Web site
Timesheets
Primavera Web applications
Lesson 20
296
Reports Window
The Reports window displays reports for
schedule, resource, and cost.
Lesson 20
297
Running an Existing Report
You can report schedule performance using a
pre-defined schedule report.
Lesson 20
298
Running an Existing Report (cont.)
299
Running an Existing Report (cont.)
299
Running an Existing Report (cont.)
Print Preview
Print preview allows you to make modifications
to the layout before printing.
Lesson 20
300
Print Preview Dialog Box
Item Functionality
n
6. Last/First Page Display the first or last page of the displayed
report.
300
Print Preview Dialog Box (cont.)
Item Functionality
300
Running an Existing Report (cont.)
Printing Reports
Printing reports is an effective way to
communicate project information with resources
and other project managers.
The report below displays the Original Duration,
Remaining Duration, Percent Complete, Activity
Name, Early Start, Early Finish, Late Start, Late
Finish and Total Float of all the activities in the
project.
Lesson 20
300
Report Wizard
The Report wizard enables you to easily create a
wide variety of ad hoc reports. The reports can
be modified as they are built, or they can be
reopened later to be modified.
To create a wizard report:
Select a base table and pertinent data fields.
Organize the data via grouping, sorting, and filtering
options.
Lesson 20
302
Report Wizard (cont.)
303
Report Wizard (cont.)
305
Report Wizard (cont.)
306
Report Wizard (cont.)
Print Preview
You can preview the report before printing. To
print, click the Print icon.
Lesson 20
309
Saving a Report
After reviewing your report, you can save it and
assign it to a specific report group.
Lesson 20
310
Saving a Report (cont.)
311
Creating a Report Using the
Current Layout
The Report wizard can also be used to create
reports based on the layout that is currently
displayed. Reports can be modified as they are
built through the wizard.
Lesson 20
312
Creating a Report Using the
Current Layout (cont.)
Key Concepts
The Reports window displays reports for schedule,
resource, and cost.
You can report schedule performance by choosing
one of the pre-defined schedule reports listed in the
Reports window.
Lesson 20
316
Creating a Report Using the
Current Layout (cont.)
Key Concepts
The Report wizard enables you to easily create a
wide variety of ad hoc reports. The reports can be
modified as they are built, or they can be reopened
later to be modified. To create a wizard report:
Select a base table and pertinent data fields.
Organize the data via grouping, sorting, and filtering
options.
The Report wizard can also be used to create reports
based on the layout that is currently displayed.
Lesson 20
316
Project Web Site
Lesson 21
317
Lesson Objectives
Create and launch a project Web site
Customize the appearance of a project Web site
Publish activity layouts as HTML pages
Lesson 21
317
Project Web Site
The project Web site feature is used to publish a project
plan as a Web site on an intranet or as a Web site on the
Internet. Using a Web browser, the project team and
other interested parties can view project documents that
contain hypertext links to other pages, enabling them to
move between projects and from page to page within a
report.
You can browse a project plan at a high level and quickly
view more detailed information about specific activities,
work products and documents, resources, etc. You can
also navigate a project Web site using the project's WBS,
Lesson 21
318
Project Web Site (cont.)
318
Project Web Site (cont.)
318
Creating a Project Web Site
On the General tab in the Projects window, you
can create a link to the location of the project
Web site.
Use the General tab to set up the information
displayed on the Web site:
Web Site Name, Web Site Description, and Last
Publish Date is displayed on the Web site splash
screen.
Path chosen in the Publish Directory field determines
the location of the Web site files.
Lesson 21
319
Customizing the Project Web Site
You can use the default scheme or create your
own scheme by adding graphics, fonts, and
colors. Customizable features include
background/foreground colors, icons/logos, and
text types/fonts.
Use the Main Form tab to customize features on
the main form of the Web site.
Lesson 21
321
Customizing the Project Web Site
(cont.)
Splash Tab
Use the Splash tab to customize features on the
splash screen.
Lesson 21
322
Customizing the Project Web Site
(cont.)
Topics Tab
Use the Topics tab to determine the detailed
data to publish to the Web site. If all checkboxes
are cleared, only WBS data is published.
Lesson 21
323
Customizing the Project Web Site
(cont.)
Graphics Tab
Use the Graphics tab to select existing activity or
tracking layouts to publish to the project's Web
site.
Define activity layouts in the Activities window and
tracking layouts in the Tracking window.
Lesson 21
324
Customizing the Project Web Site
(cont.)
Reports Tab
The Reports tab is used to select existing reports
to publish to the project Web site.
If you do not want reports to be displayed in a
specific Web site, clear the Include in project
Web site checkbox.
Lesson 21
325
Customizing the Project Web Site
(cont.)
326
Customizing the Project Web Site
(cont.)
327
Navigating the Project Web Site
The project Web site is divided into three panes:
Upper pane - Contains a navigation toolbar for quick
access to various sections of the Web site.
Click the Subtoolbar to view a specific set of data
relating to what is selected from the upper pane.
Left pane - Select the data elements to view.
Right pane - Navigate through the details for the
element displayed in the left pane.
The icons in the upper pane allow you to view
global data dictionaries as well as the
Lesson 21
328
Publishing Activity Layouts
Save activity layouts as HTML files that are not
linked to a project Web site you previously
created. The layouts represent a static picture of
the project.
Timescale begins on the date defined by the
selected layout.
Columns displayed are defined by the selected
layout.
Lesson 21
330
Publishing Activity Layouts (cont.)
Key Concepts
The project Web site feature is used to publish a
project plan as a Web site on an intranet or as a
Web site on the Internet. The Web site can include
activity layouts, tracking layouts, project reports,
and global data dictionaries.
You can use the default scheme or create your own
scheme by adding graphics, fonts, and colors.
You can also save activity layouts as HTML files that
are not linked to any project Web site you
Lesson 21
332