Project codes and values

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Project codes and values

You can organize the projects in your EPS in groups according to specific categories, such as location and manager, using project codes. You can define unlimited hierarchical project codes to fulfill the filtering, sorting, and reporting requirements for your projects, and arrange them hierarchically for easier management and assignment. The Project Codes dictionary is global to the entire enterprise. Assign a project code value to projects for each project code you create. Use project codes to group projects, consolidate large amounts of information, and to distinguish one project from another. All projects assigned a value for a code are grouped by their corresponding values when you group and sort by project code. Any projects not assigned a value for the project codes are placed at the bottom of the view under a No Code grouping band. Tips

You can group by project code in the Open Project dialog box and in the Projects window by right-clicking anywhere in the dialog box or view, choosing Group and Sort By, then selecting the project code name. All predefined project codes are available in the Group and Sort By menu. View Project Codes as columns in the Activities and WBS column views. The project code value associated with the currently open projects appears in the row for each activity. In Primavera's Web application, you can use project codes and values to route new project requests for review and approval.

Create project codes

1. Choose Enterprise, Project Codes. 2. Click Modify. 3. Click Add, then type the name of the project code. 4. In the Max Length field, specify the maximum number of characters for the project code's values. 5. Click Close. Tip

To change the order in which project codes are listed, select the project code you want to move in the Project Code Definitions dialog box, then click Shift Up or Shift Down.

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Create project code values

1. Choose Enterprise, Project Codes. 2. Select the project code for which you want to create a value. 3. Click Add. 4. Type the value's name. 5. Type the value's description.

Add weight to project codes and project code values

Weighted project codes make it possible to rank or prioritize projects by using numerical values to calculate a project score. Primavera calculates project score based on the weights associated with project codes and project code values assigned to a project. To use project scoring features, you must create weighted project codes and code values and assign them to the projects you want to rank.

To add weight to a project code 1. From the Enterprise menu, choose Project Codes. 2. Select the project code you want to add a weight to, then click Modify. 3. In the Project Code Definitions dialog box, click the Display Options bar. 4. Select Columns, then choose Weight. 5. In the Weight column, specify a numerical value to represent the ranking of this project code when it is used to calculate project scores. To add weight to a project code value 1. In the Project Codes dialog box, click the Display Options bar. 2. Select Columns, then choose Weight. 3. In the Weight column, specify a numerical value to represent the ranking of this project code value when it is used to calculate project scores.

Tips

Primavera Web application users can view project scores in Project Statistics portlet of the

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Personal and Project Workspaces.

Assign project codes and values

1. Choose Enterprise, Projects, then select the project to which you want to assign a code and value. 2. Click the Codes tab. 3. Click Assign. 4. Select the project code value you want to assign. You can only assign one value per code. 5. Click the Assign button, then click the Close button. Tips

To change a code value assignment, double-click the code value you want to change and select a new code value. To remove a project code, select the code and value you want to remove in the Codes tab, then click Remove. You can view the assigned project codes in a column in the Activities and WBS windows.

Edit project codes

1. Choose Enterprise, Project Codes. 2. Click Modify. 3. Select the project code you want to edit. To change the project code's name, type a new name. To change the maximum number of characters the code's values may have, specify a new number. To change the placement of the code in the list, click Shift Up or Shift Down. 4. Click Close. Tip

If you change a project code, your changes apply to all project assignments.

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Edit project code values

1. Choose Enterprise, Project Codes. 2. Select the project code whose value you want to change. 3. To change a value or description, double-click the item you want to change, then type the new text. Tip

If you change a project code value, your changes apply to all project assignments.

See Also: Edit project codes

Delete project codes

1. Choose Enterprise, Project Codes. 2. Click Modify. 3. Select the code you want to delete, then click Delete. 4. Click Yes.

Delete project code values

1. Choose Enterprise, Project Codes. 2. Select the code whose value you want to delete. 3. Select the value you want to delete. 4. Click Delete. 5. Click Yes. See Also: Delete project codes

Setting up project code routing for Primavera's Web application

The Primavera Web application's Initiate Project Request feature enables you to use project codes and values to determine how a new project request is routed for review. To support this Primavera Web application feature, in the Project Management module, users must be associated with the

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values of any project code that will be used for routing. As a simplified example, suppose new project requests should be first reviewed at a remote office, then forwarded to a central office. In Primavera's Web application, for project request routing, a project code Location with values of Remote and Central could be used, provided each of these project code values has a user assigned who can review the request. To associate a user with a project code value 1. Choose Enterprise, Project Codes. 2. Click the Display Options bar, select Columns, then choose Workflow Recipient. 3. Select the project code and project code value for which you want to assign a user. 4. In the Workflow Recipient column, click the browse button. Select the user, then click Assign.

Tips

Only licensed users of Primavera's Web application or Timesheets module are listed in the Select User dialog box. A project code value can be associated with one user.

Project Scoring overview

The Project Score feature helps users of Primavera's Web application evaluate projects by using project codes to identify and quantify characteristics that can be used to determine project rankings. Users of Primavera's Web application can view project scores in the Project Statistics portlet and on the Analysis tab of the Web Portfolio Management module. Primavera's Web application uses the weighted project code and code values assigned to a project to calculate its score. To use project scoring features, you create weighted project codes that represent project criteria you want to evaluate, for example, projected sales and risk. You further express the possible attributes associated with these evaluation criteria as weighted project code values, for example, projected sales might be described as either high, medium, or low potential. Finally, you assign the appropriate weighted codes and code values to the projects you want to score. Note

Project code and code value weights are set up in the Project Management module, typically by a project controls or system administrator. Project code and code values used to calculate score can be assigned either in the Project Management module or in Primavera's Web application.

For example, suppose you want to evaluate a portfolio of projects based on three criteria: projected sales in a target market, risk, and strength of competition. You would create three project codes to

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represent these evaluation criteria. Each of these criteria has a certain level of importance in your decision making, which you can represent using a numerical scale, or weight, as a way of ranking them. For example, on a 1 to 10 scale, if projected sales is more important than perceived risk, you might weight it at 10 and weight risk at 7. In turn, each of these criteria (project codes) can be represented by varying attributes and rankings. Projected sales might have three possible attributes, such as low, moderate, and high potential. You would create three project code values to represent these attributes and assign each code value a weight that represents its rank in evaluating a project. The table below shows an example of how project codes, code values, and weights can be mapped to project evaluation criteria.

Project Code

A project code is used to represent project evaluation criteria Examples

Project code Value weight The weight of the The weight of the A project code value is project code value project code reflects the used to represent an reflects the ranking of importance of the attribute of the the attribute with criteria to decision corresponding project respect to the evaluation making code criteria (project code) Project Code weight Project Code Value Low potential 1 3

Projected Sales

10

Mod. potential

High potential 5 If the Projected Sales project code is assigned to Project A with a project code value of High Potential, the non-normalized score for Project A = 50. If the Projected Sales project code is assigned to Project A with a project code value of Low Potential, the non-normalized score for Project A = 10.

Project score is calculated in three steps 1. Determine the maximum possible project score. Calculated as Sum(Project Code weight * maximum Project Code Value weight) For example, Project A has 3 project codes assigned, each code has a weight of 2. The maximum project code value weight for these project codes is 3, 5, and 6, respectively. Maximum project score = 28 (2*3) + (2 *5) + (2*6) 2. Calculate the score for the project. Sum(Project Code weight * weight of the assigned Project Code value) The Project Code value weights assigned to Project A are 3, 5, and 3.

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Score for Project A = 22 (2*3) + (2*5) + (2*3) 3. Normalize the project score, based on the maximum possible project score. Calculated as (Project score before normalizing/maximum possible project score) * 100 Normalized Project A score = 79 (22/28) * 100