Tips and Tricks in Primavera - 6 - Project Controls - Planning, Scheduling, Cost Management and Forensic Claims - Planning Planet

11/12/2014
Tips and Tricks in Primavera - 6 | Project Controls - planning, scheduling, cost management and forensic claims | Planning Planet
Tips and Tricks in Primavera - 6

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Sun, 2008-10-19 06:53
shiv rao
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Dear Friends ,
I dreamt last night to start this thread and so its here now.
Lets start a Tips and Tricks " Booklet " .
It will be a great use for new users and users who want to try new functions.
I start with the one which has been realy usefull for me.
Details : Shiv Rao jayshiv26@hotmail.com
NO 1 TRICK :Use of CTRL-E to Fill down a set of comman activity codes / dates / calender
in the Columns.
My request if you want to add your post:

just dont follow the format :
DETAILS
NO 2 TRICK. [ YOUR TRICK]
PLEASE DONT LENGTHEN WITH A TRICK ADD EVEN ITS A SIMPLE ONE.
ONCE I GET A GOOD DATABASE I WILL CIRCULATE TO ALL WHO HAVE PARTICIPATED
AND ALSO FOR THE ARCHIVES OF PLANNING PLANET.
I ASSURE TO POST ATLEAST 20 OR MORE.
REGARDS
SHIV
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#1
Thu, 2014-11-06 12:04
zoltan palffy
lets not confuse tips and trick with simple keyboard short cuts
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#2
Thu, 2014-11-06 12:04
zoltan palffy
lets not confuse tips and trick with simple keyboard short cuts
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#3
Tue, 2014-11-04 12:27
Zahid Khan
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Hello Everyone,
I am looking for .xer of projects gulf/India with Schedule & resource for praciticing , can
anyone help me out.
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Groups: None
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#4
Wed, 2010-10-20 12:26
Naveen
Paladugu
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Ctrl+w for closing all opened projects.

When you are creating a schedule similar to the one you have already, take a copy to to the
methodology management module and get it back to the PM module with
customization/tailoring options.
It saves a lot of time. It is very true in case of someone who is into tender planning/central
planning dept; which is responsible for preparing the programmes/schedules for many
projects.
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#5
Thu, 2010-10-14 10:43
Victor Egnora
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Viewing 2 projects at the same time.

Open 2 projects you want to compare. In the Activity window, choose View then select
Show on Bottom choose Gantt Chart.
You should have a divide on your window with independent scroll bars, you can then assign
each project to either windows.
Its non comparable to P3 but its the closest we can get from P6.
Keep planning, keep sharing.
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Would appreciate a little lesson in updating information using excell (export / import) and its
technicalities. cheers.
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#6
Thu, 2010-10-14 10:19
Victor Egnora
Hi Trevor. Brilliant tip. Thanks.
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#7
Tue, 2010-10-12 06:07
senthil
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Hi... i am expert in P3 but new for P6. i want to export my p3 file to p6. can anybody tell me
the main points to consider before start work with P6. (i'm succesfully completed my export
action. now i need tips like...setting calender etc)
Thanks
senthil
narikudi@hotmail.com
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#8
Mon, 2009-05-18 02:46
Mark Porter
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Hi Mate,
Not working at Woodside (Im with a engineering company that supplies mining equipment)
but I do know a couple of people there...
Email is: mark_porter@live.com.au
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#9
Mon, 2009-05-18 02:27
Izam Zakaria
oh man u did it at one shot. Very outstanding wahhhooooo

Brother u dont mind if i want your email? are working with woodside company?
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#10
Mon, 2009-05-18 02:04
Mark Porter
Haha... I should have looked a bit more closely...
5/24
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Anyhow... In no particular order, heres a few simple ones, that I believe are fundamental to
creating a good schedule, most people would already know these, but they may be handy for
beginners
Tip # 13
Assign Activity ID #s to a UDF field in the Resource Assignments View, so that you can filter
by it. (Dont know why... but Primavera doesnt include activity ID # as a parameter in the
filter dialog box for the Resource Assignments view)
Tip # 14
Set and use the Project Phase WBS codes in the Admin Categories (Going forward hopefully
Primavera makes these hierarchical like all other codes)
Tip # 15
Set-up your report Headers & Footers in the Admin Preferences to standardise your layouts &
reports (I believe that you should always include a time stamp where possible)
Tip # 16
If required, store period performance to get the correct spread of time distributed actual data.
Tip # 17
Use notebook topics for all changes to the forecast plan. If it ever gets legal, at least you will
then have a change log. (I cant stress how important I believe this one is)
Tip # 18
If you want to know something 1st select the Hint Help in the view window then hover over
the field to get a explanation from the Primavera Application.
Tip # 19
Find & Replace rocks
Tip # 20
Always create an activity Name that defines an action to achieve an outcome & is unique, i.e.
Do Something to Something! If the Activity Name is unique when you code your schedule &
then group & sort by code, the descriptions will still have some meaning to you
Tip # 21
Get buy in Make sure that the people that are responsible for executing the work help to
create & more importantly manage the schedule.
Tip # 22
If you are using roles as place holders, ensure that the Rate Source is correctly set in the
Resource Assignments View so that the correct price/unit is used to calculate the costs for the
assignment when both a resource and role are assigned to an activity.
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#11
Mon, 2009-05-18 01:07
Izam Zakaria
yup buddy it was posted below. Anyway its good try.
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#12
Mon, 2009-05-18 00:39
Mark Porter
For anyone who doesnt know, the fill down short cut key is: ctrl + e
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#13
Thu, 2009-04-16 04:50
Ali Farhat
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I dont know if this is considered a "tip" anyway

Tip # 12
if youre opening more than one project and you want to schedule to a different data date you
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wont be able to change DD from the schedule dialoge box.

Go to projects window, insert Data Date column, change one DD to the desired date and FILL
DOWN.
then back to activities and F9
P.S. Fill Down is my favorite command ! :D
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#14
Tue, 2009-04-14 07:46
ROGER ASSI
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HI ALI,
Could you please explain more about the "claim digger"
and provide me by an example.
tHIS IS MY EMAIL:ROGER_ASSI@HOTMAIL.COM
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#15
Fri, 2009-04-03 03:57
Izam Zakaria
it seems like the topic have been ceased. Really disenchanted
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#16
Tue, 2009-03-24 11:15
Trevor Williams
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Tip 11
To import an XER file to a different version of Primavera Project Manager than it was
exported from Open the XER file using Word Pad and simply change the version number on
the top line to the version you are importing the file to and save and close the file. To find out
what version you are running open Primavera and Select HELP > ABOUT PRIMAVERA and
view the SYSTEM tab. Include and services packs (SP) if applicable.
This works extremely well for going backwards in release versions (i.e. - From P6 to P5).
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#17
Tue, 2009-03-24 04:53
Ali Farhat
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Abdul Khadeer,
it is easier to first select all the activities (using shifht or ctrl) and then select the resource
from the resource assignment window...
p.s the select bottom will be disabled when choosing more than one activity, hence, press on
the resource icon on the right menu
same for activity codes, roles etc....
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#18
Tue, 2009-03-24 04:38
Abdul Khadeer
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Tip No 10
To assign same resources to many activiies, select first activity, select resource from resouce
assignment window and assign. then select other activities (contr+select) and click assign
from reoure window
Keep Planning Keep Sharing
AK
Top

#19
Mon, 2009-03-23 22:45
Izam Zakaria
Nobody willing to forward it to you. The Idea is we share all tips and trick at this website. You
should have your own incentives to compile all of these stuff. Dont be so lazy.
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have you notice the veteren planners will hates this kind of attitude?
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#20
Mon, 2009-03-23 10:31
rajesh anand
Hai,
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This is Rajesh, my email id is rajesh_anand70@yahoo.com.

Can anybody help me in giving the tips and tricks in primavera 6. your effors are highly
appreciated.
thanks in advance
regards,
Rajesh
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#21
Tue, 2009-03-17 11:42
Dieter
Wambach
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Dear Sitaram
5.4 Years of experience in planning + others in business life isnt a youngster.
Calendars:
Default: gives duration and float for all summary lines and is used if no other default setting
exists. Most beginners get confused.
Project calendar: Used as a default calendar for new activities.
Activity calendar: Basis for calculation per activity (scheduling, float..) for all taskdependent
Resource calendar Basis for calculation per activity (scheduling, float..) for all
resourcedependent activities with this resource assigned
Modification of default calendar will not affect any activitys calculation.
Learning: There are many seminars and books (e.g. from our colleague Paul Harris). The
material I have is copyrighted. Please understand that I cant distribute.
Almost all planning is faster in P6, but some details were better in P3. Youll get a good
overview in the PDF "From P3 to P6" on your Primavera documentation-cd.
Regards
Dieter
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#22
Tue, 2009-03-17 10:41
Sitaram
Dear Mr.Wambach
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Sakamuri
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Thanks for your valuable advice. It is real helpful tip for the young budding planners like me.
But my question is if i select the 7day/8hours calendar as default, will it effect my previous
project dates whose default calendar is 6day/8hours calendar. If so, how to maintain different
projects with different calendars and getting exact summary durations? please help me out.
Only the present project, the client insisted on 7day work calendar and all remaining projects
im working with 6 day work calendar. Do help me in this regard
As far as basis of design for the software,which you correctly pointed out, can i have a clue
from you where i can find it out...please give details to find it, so that i can follow it for better
use of p6 software.
Ofcourse, development of plan is much faster in p6 when using WBS developed in p6 than in
P3.
Thank you once again for helping the young buddy
regards
sitaram
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#23
Tue, 2009-03-17 08:49
Dieter
Wambach
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Sitaram
Summary durations are taken from the default calendar. Enterprise --> Calendar --> mark
7day/8hours calendar as default.
One remark to your laments on missing items in P6 and the good old times with P3:
- If its a good plan, this depends on you, not on the software
- If youll try to use P6, Spider, Powerproject or any other software the same way you did use
P3, youll fail.
- Every software has its own basis of design. Learn it before youll start working with a
software. Youll be successful.
- My experience: development of a plan/programme is much faster in P6 than in P3 if you are
trained on both.
Regards
Dieter
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#24
Tue, 2009-03-17 08:23
Sitaram
Sakamuri
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Hai Izam
Thank you for your valuable adivce and its right.....one has to find solution for every problem
we face in life it may be either related to job or life.
Joined: 27 Sep 2006

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GPC Oman
Recently i tested the time frame for a sample project whose actually duration i took as 49
days comprising 7 activities, each activity having 7 day duration. I considered 7 day calendar
whose working hours as 8h/day.
I gave the time units in admin preferences as 8h/day, 56h/week, 243h/month and
2920h/year. I allowed the user to change the time period. In the user preferernces also, i
used the same time units which i mentioned above.
Upto now, i hope everything is clear.
Here comes the high drama.
when i made a program and scheduled it, it is showing the correct end date ( which i
prepared through network diagram...ofcourse all activities are FS relationship, i took for
testing ....) but the summary duration is showing as 42 days instead of 49days i.e.,it is
considering 6day/week calendar instead of 7day/week calendar.
Please find the solution ...and please correct me where im doing wrong.
waiting for reply from our planners
regards
sitaram
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#25
Tue, 2009-03-17 03:51
Izam Zakaria
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But Sitaram, we still have a solution such like use the p3 as second view. Open both software
P6 & P3 then minimize it and it will occur the cascade view. Ermmm like my masters(azri,
andik and denni the great planners I ever seen) told me dont put any obstacles in your life.
Find it the solution as we proud as we are.
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#26
Fri, 2009-03-13 11:31
Sitaram
Sakamuri
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Hai Ali
Thank you for your reply. But my need is to work on two different projects in two different
windows just i used to do in P3.
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regards
sitaram
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#27
Fri, 2009-03-13 11:29
Sitaram
Sakamuri
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Hai Planners especially everyone who answered my question

Izam
You are right...what you thought is right! I found in many ways, we cant open two different
projects just like in P3 to work on two different projects. P6 is useless in many ways when
compared to the best features in p3. I dont know what the hell the primavera idiots did with
the name of advancement and enhancement. I found very difficult even with the
durations...gods sake....totally utter confusion......oh my god...its real hell....i want to know
the planners who helped the primavera idiots to develop such a nuisance software when
there a valid and well tested P3 in the market. Except for the enterpise level, networking and
internet use...i dont find it is useful rather it is more confusing in planning the schedule....i
found it is much easy to plan manually even a complex project rather than using the P6 which
is creating chaos in developing the real schedule.
Please expert planners and the real elders...please guide the young planners in this issue and
through the comments sincerely to sought out this issue with Primavera(or now OracalePrimavera) by sending our suggestions through the Planning Planet. I welcome every
experienced planner has to take part in this process
thanks in anticipation
regards
sitaram
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#28
Fri, 2009-03-13 04:42
Ali Farhat
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Sitaram,
use claim digger to compare two schedules..or simply baseline one schedule against the other
and compare by adding the BL1 values...even you can open two projects together and group
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them separately compare them manually. you dont need to open two sessions in P6
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#29
Fri, 2009-03-13 04:05
Izam Zakaria
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Joseph,
its a good tips.
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#30
Fri, 2009-03-13 03:59
Izam Zakaria
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Sitaram,
Back to your topic, in P6 we cant do that. Its diffrent with P3 which we can press shift and F5
then cascade view will display.
Maybe some of planners here do not understand about what are you trying to explain.
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#31
Fri, 2009-03-13 03:27
joseph ador
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Tip 11:
Press F9 --->push "View Log" to view the shedule/levelling reports, settings, statistics and
errors of currently opened project. Usually Im using this in tracking errors like out of
sequence activities and activities with constraints which affects the resulting critical path of
the project.
Cheers,
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#32
Fri, 2009-03-13 02:57
Izam Zakaria
Press shift and F9 for levelling resources heheheheh
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#33
Wed, 2009-02-18 00:42
Sitaram
Sakamuri
I have only one concurrent license. how can i login to other session. please send the details. I
want to compare two different projects which are having almost same type of schedule
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#34
Wed, 2009-02-18 00:14
Naveen
Subbaiah
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/ Oil & Gas
If you want to compare then why not use it as a baseline ? You dont have to have two
systems. You can have two sessions of Primavera (I mean two login sessions) on the same
PC & open two different projects on these two sessions.
Regards
Naveen
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#35
Wed, 2009-02-18 00:09
Sitaram
hai naveen
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Sakamuri
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do u mean we have to use two systems. My question is can we open two projects in two
different windows in the same computer just like we do in p3 version. In p6 we can open two
projects at a time but they are coming one after the other in the same window which makes
us to compare them difficult.
If you are opening the projects in the same computer in two different windows. please let me
knowthe procedure.
Thanks in anticipation.
Bye the bye are you from Andhra Pradesh,India.
regards
sitaram
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#36
Wed, 2009-02-18 00:03
Naveen
Subbaiah
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/ Oil & Gas
Hi Sitaram,
If you have a concurrent license, you can open two sessions of P3 & open different projects
on these two sessions. We are using it.
Regards
Naveen
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#37
Tue, 2009-02-17 23:59
Sitaram
Sakamuri
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Hai good morning

Im having concurrent license but it is not happening. I dont think it is related to license. what
license will do with the opening of projects in the same computer. Please correct me if im
wrong
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GPC Oman
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#38
Tue, 2009-02-17 02:42
Naveen
Subbaiah
You need to have concurrent license to do that.
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/ Oil & Gas
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#39
Sun, 2009-02-15 23:13
Sitaram
Sakamuri
Is it possible to open two projects in two different windows just like in P3.
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#40
Sun, 2009-02-15 06:59
Raviraj
Bhedase
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Tip 9:
A Project may only be opened as Exclusive by using the Open window. In all other methods,
it will opened in the shared mode.
Tip 10: (Courtsey: Arnold Puy :-)
If u get P3 file in prx format, then change extension to exe and then extract and then convert
to get it imported into P6
Top

#41
Thu, 2009-01-29 23:55
Ali Farhat
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Tip 8
When scheduling, click the "scheduling options" button. Some useful options are selected:
Progress override vs. retained logic.
Lag Calendar
Top
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#42
Thu, 2009-01-29 23:52
Ali Farhat
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Works
Tip 6
When entering percent complete, make sure you selected the appropriate percent complete
type for each activity. Unlike P3, P6 has three percent complete types that do not match
unless an activity is complete
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#43
Thu, 2009-01-29 03:27
shiv rao
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Gas
yes what you do is click on both the project together .

i.e use ctrl and click both the projects from the projects menu .
Click open and you can see both the project irrespective of there EPS structure.
Shiv
Top

#44
Thu, 2009-01-29 02:43
Sitaram
Sakamuri
Offline
Please can anyone tell how to open multiple projects at the same time in P6. Consider both
the option that 1. Projects in same EPS node and 2.Projects in different EPS node.
Is their any option that to be changed to open multiple projects at the same time.
Im trying to open 2 projects at a time but when im opening the second project, the first
Joined: 27 Sep 2006

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project automatically getting closed.

Please provide me the solution to sitaram_75@yahoo.com.
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#45
Mon, 2008-10-27 08:59
shiv rao
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Petro-Chem / Oil &
Gas
N0 -7 .
USE TOOLS CLAIM DIGGER.
FOR GETING SOME GOOD RESULTS OF PROJECT INTEGRITY.
AS HOW MANY ACTIVITIES ARE HAVING NO LINKS.
HOW MANY NO RESOURCES.
HOW MANY R MILE STONES .
HOW MANY HAVE CHANGED THERE CODES .
ETC
SHIV
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#46
Mon, 2008-10-27 00:51
Raviraj
Bhedase
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Tip No. 05: Updating basaelines for Large Projects

For large projects, you may need to increase the Java VM memory size to successfully
update the projects baselines.
To increase the Java VM memory size on a Windows operating system, click Start, Run.
Type regedit, then click OK.
Navigate to the following location:
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HKEY_LOCAL_MACHINE/SOFTWARE/Primavera/Shared/Update Baseline.
Double-click PARAMETERS. At the beginning of the Value Data field, enter -Xmx512m.
Be sure to leave a space AFTER the last m. Click OK.
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#47
Sun, 2008-10-26 05:22
Raviraj
Bhedase
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Tip No. 04: Drive Activity Dates

Always make sure that u have checked the DRIVE ACTIVITY DATES box.
Go to resource tab --> Customise --> Add DRIVE ACTIVITY DATES column (General).
If it is not checked, then it might be possible that activity duration is less and resources are
assigned for more days, and so, it may show overloaded resources.
Cheers,
Top

#48
Fri, 2008-10-24 01:03
Anoon Iimos
Make sure you had maintained your Baseline before you assign it.
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#49
Thu, 2008-10-23 14:55
Larry Cross
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Oil & Gas
Tip No. 03: Layout

When entering text in the print pre-view option in P6 the software defaults to double space
when entering text. If you want to single space a footer for example just use SHIFT+ENTER
to single space.
Top

#50
Mon, 2008-10-20 03:39
Raviraj
Bhedase
Offline
Joined: 20 May 2007
Posts: 1039
Groups:
Civils, Schedule
Cracker
Tip No. 02: Resource Scheduling

Activity will be scheduled as per the resource Calendar, only if Activity Type is set to
Resource Dependent, OR otherwise it will be scheduled according to the project/Global
calendar.
Cheers,
Rav
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Tips and Tricks in Primavera - 6 - Project Controls - Planning, Scheduling, Cost Management and Forensic Claims - Planning Planet

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Tips and Tricks in Primavera - 6 - Project Controls - Planning, Scheduling, Cost Management and Forensic Claims - Planning Planet

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11/12/2014

Tips and Tricks in Primavera - 6

50 replies [Last post]

Sun, 2008-10-19 06:53

My request if you want to add your post:

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Thu, 2014-11-06 12:04

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Thu, 2014-11-06 12:04

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Tue, 2014-11-04 12:27

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Wed, 2010-10-20 12:26

Ctrl+w for closing all opened projects.

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Thu, 2010-10-14 10:43

Viewing 2 projects at the same time.

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Thu, 2010-10-14 10:19

Hi Trevor. Brilliant tip. Thanks.

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Tue, 2010-10-12 06:07

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Mon, 2009-05-18 02:46

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Mon, 2009-05-18 02:27

oh man u did it at one shot. Very outstanding wahhhooooo

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Mon, 2009-05-18 02:04

Haha... I should have looked a bit more closely...

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Mon, 2009-05-18 01:07

yup buddy it was posted below. Anyway its good try.

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Mon, 2009-05-18 00:39

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Thu, 2009-04-16 04:50

I dont know if this is considered a "tip" anyway

Joined: 22 Oct 2008

wont be able to change DD from the schedule dialoge box.

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Tue, 2009-04-14 07:46

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Fri, 2009-04-03 03:57

it seems like the topic have been ceased. Really disenchanted

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Tue, 2009-03-24 11:15

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Tue, 2009-03-24 04:53

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Tue, 2009-03-24 04:38

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Mon, 2009-03-23 22:45

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Mon, 2009-03-23 10:31

This is Rajesh, my email id is rajesh_anand70@yahoo.com.

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Tue, 2009-03-17 11:42

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Tue, 2009-03-17 10:41

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Tue, 2009-03-17 08:49

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