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Evacuation
Welcome to the
Primavera P6
Facilities
Mobile phones & Emails
Introductions:
Your name,
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Course Agenda
Course Agenda
Day 1 Modules
Day 2 Modules
Module 1 Introduction
Module 2 Creating a Project Plan
Module 12 Filters
Module 13 Group, Sort and Layouts
Module 14 Printing and Reports
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Course Agenda
Module 1 Introduction
Day 3 Modules
Module 19 Resource Optimization
Module 20 Updating a Resourced Schedule
Purpose
Required Background Knowledge
Purpose of Planning
g and Utilities
Module 22 Global Change
Planning Cycle
Levels of Planning
Module 25 - Utilities
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Purpose of Planning
The ultimate purpose of planning is to build a model
that allows you to predict which activities and
resources are critical to the timely completion of the
project.
Strategies may then be implemented to ensure that
these activities and resources are managed
properly, thus ensuring that the project will be
delivered both On Time and Within Budget.
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Time
Scope
Resources
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Costs
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Planning
Cycle
Plan
the Project
Execute
Work
Monitor
Progress
Revise Plan
Evaluate and
Report
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Controlling a project
Review options
Forecast problems as early as possible
Record historical data
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Planning
Controlling
Assign
g resources and/or costs to activities
Optimize the project plan
Without
LEVEL 1
LEVEL 2
Resources
Planning without
Resources
Tracking progress
without Resources
Approve work
Record the actual progress
With
LEVEL 3
LEVEL 4
Resources
Planning with
Resources
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Schedule Calculations
When a schedule has a Closed Network
scheduling the project will identify the:
Critical Path(s)
Total Float
Add activities
Free Float
Mandatory dependencies
Discretionary dependencies
External dependencies
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Closed Network
Critical Path(s)
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Total Float
Free Float
May be negative.
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Constraints
Constraints Types
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Project Constraints
Project Constraints
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Topics:
File Types
Creating a Blank Project
Importing a Project
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Project (*.mpp). This is the default file format that Microsoft Project
uses to create and save files. Microsoft Project 2007 is a different
format to the 2000 2003 format, which is different to 98 format
Note: Primavera 6.0 and 6.1 will not import any mpp file when
Microsoft Project 2007 is installed as MSP 2007 disables this function
Primavera 6.0 and 6.1 will import or export to the following file types:
MPX (
(*.mpx).
.mpx). files are imported and exported by Primavera 6.2.
XLS. Primavera Version 5.0 has a new function allowing the import
and export of data in Excel format.
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Resource Calendars
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Primavera P6 Version 7
Primavera Version 6.2 and earlier versions displayed
the summary durations in days of Projects, WBS
Nodes and summary durations created by the use of
the Grouping function with misleading durations when
calendars were assigned to activities which had a
diff
different
t number
b off hours
h
per day.
d
The release of Primavera P6 Version 7 included some
changes to the calendar functions which resolved
these issues and are these are covered in this
chapter.
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Calendar Calculation
The finish date (and time) of an activity is
calculated from the start date (and time) plus
the duration over the calendar associated with
the activity
Therefore, a five-day duration activity that
starts at the start of the workday on a
Wednesday, and is associated with a five-day
workweek calendar (with Saturday and
Sunday as non-work days) will finish at the
end of the workday on the following Tuesday.
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Calendars Categories
Primavera has three categories for calendars:
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Defining Calendars
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Module 6 Creating a
Primavera Project WBS
Topics:
Matrix
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10
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Activity Definition
Activities should be well-defined, measurable
pieces of work with a measurable outcome.
Activity descriptions containing only nouns such as
Bid Document have confusing meanings,
Topics:
Elapsed Durations
Undo
Spell Check
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Topics:
Understanding Relationships, Lags and Leads
Adding and Removing Relationships
Dissolving Activities and Circular Relationships
Scheduling the Project and Critical Activities
Definition
Workshop 7 Adding Relationships.
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Relationship Types
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12
Adding Relationships
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Topics:
Viewing a Project Using the Activity Network View
Formatting the Activity Boxes
Reorganizing the Activity Network
Saving and Opening Activity network Positions
Early Date, Late Date and Float Calculations
Workshop 8 - Scheduling Calculations and Activity
Network View.
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Module 11 Constraints
Topics:
Activity Constraints
Project Constraints
Activity Notebook
Workshop 9 Constraints.
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Continued..
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Constraints
Module 12 Filters
Topics:
Understanding Filters
Applying a Filter
Creating a New Filter
Modifying a Filter
Workshop 10 Filters.
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Filters
Filters
Filters reduce the number of activities that are
displayed based on a user defined criteria,
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Understanding Layouts
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Topics:
Printing
Print Preview
Page Setup
Options Tab
Print Form
Print Setup Form
Reports
Web Publishing
Workshop 12 Printing.
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Topics:
Schedule Options
Corrective Action
Workshop 13 Tracking Progress.
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Planned Dates
The Planned Dates are very complex and their
calculation method is outlined in the book, in
summary:
These date fields allow the Early and Actual Start and
Finish dates to be displayed as expected when the
activity has not started, is in progress or complete.
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Scheduling Options
The Schedule Options
General form has a
number of options
that need to be
understood when
progressing
i
a
schedule,
We will look at some
now and the rest in
the next module.
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Open-ends Critical:
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Retained Logic
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Actual Dates
Progress Override
With this option the remaining duration of an inprogress activity is calculated after the activity with
actuals:
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Retained Logic
Progress Override
Actual Dates
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Tracking Progress
24 Hour, or
Project Default Calendar.
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A person is
created as a
User and is
assigned a
Password
that the user
may change
and is
assigned:
Topics:
User Preferences
Admin Menu
Miscellaneous Defaults
Admin Preferences
Scheduling Options
A software license
A optional Resource ID
A Resource ID may be
assigned as a Timesheet
approval Manager
Admin Categories.
A Role may
be assigned
to one or
more
Resources
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Topics:
Understanding Resources
Creating Roles
Creating
g Resources and the Resources Workspace
p
Editing Resource Calendars
Workshop 14 - Adding Roles and Resources.
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A i
Assign
Resources
R
to
t Roles
R l from
f
either
ith the
th Resource
R
Workspace or the Roles form,
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Understanding Resource
Calculations and Terminology
Topics:
Expenses
Suggested Setup for Creating a Resourced Schedule
Workshop 15 Assigning Roles and Resources to Activities.
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Each Resource and Expense has the same four fields for
Costs and Units: Budget, Remaining, Actual and At
Completion,
The Budget values for Costs and Units are linked to the At
Completion values until:
An Activity has been marked as Started or has a % Complete,
or
N
Note:
t This
Thi this
thi function
f
ti
also
l unlinks
li k Original
O i i l and
dR
Remaining
i i
Durations:
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Calculations Tab
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Recalculate
R
l l t the
th Units,
U it Duration,
D
ti
and
d Units/Time
U it /Ti
for
f
existing
i ti
assignments based on the activity Duration Type. The total
number of hours assigned to an activity will stay constant as second
and subsequent resources are added or removed from an activity.
Note: This function does not work when the Activity Type is
Fixed Duration and Units/Time.
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Activity Type
The following task types are available:
Task Dependent ignores resource calendars,
Duration Type
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Activity Durations
An Activity Duration is adopted from the longest
Resource Duration,
When more than one Resource has been assigned to
an activity with different Units and/or Units/Time, the
Resources many have different durations,
In the following example the Activity Duration is 10
days, which is calculated from David Williams
Resource Original Duration of 10 days:
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Resource Lag
Expenses
Expenses are intended to be used for one off nonresource type costs and could include:
Purchase of office equipment to set up a project office,
Travel costs,
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Module 19 Resource
Optimization
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Topics:
Resource Levelling
R
Resource
L
Levelling
lli
F
Function
ti
Levelling Examples
Resource Shifts
Resource Curves
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25
Module 20 Updating a
Resourced Schedule
Resource Optimization
The instructor will demonstrate the software
functions.
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Topics:
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Other Considerations
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Changes in Duration, or
Changes in estimated Costs, Hours or Quantities.
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With this option checked a change in Costs will recalculate the Units,
With this option unchecked, a change in costs may be made independently
of units after units have been changed,
Link Actual and Actual This Period Units and Cost. With this
option checked, when you enter an Actual this period, the Actual
to date will be calculated by increasing the original value by the
value
l
off the
th Actual
A t l this
thi period.
i d
Alternatively, you may enter the Actual to date and Primavera will
calculate the Actual this period. When unchecked, the two fields are
unlinked and you may enter any figure in each field. This option is
grayed out if the project is not open and is used to fix errors in data
entry when Period Actuals are being recorded.
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Physical
Duration
Units
U it
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Updating Resources
There are many permutations available for calculating
resource data,
% Complete Type,
Activity Type,
Duration Type,
Timesheets,
Steps.
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Updating a Resourced
Schedule
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Topics:
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COA
OBS
g
Breakdown Structure,, shows the hierarchical
Organization
management structure of a project. Primavera has a predefined
field for this breakdown structure,
CBS
SBS
PBS
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Topics:
Reflection Projects
Removing constraints,
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Portfolios
Project Codes
Summarizing Projects
Job Services
Tracking Workspace.
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Topics:
Multiple Projects in One Primavera Project
Multiple Primavera Projects Representing One Project
Setting Up Primavera Projects as Sub-projects
Refresh Data
Who Has the Project Open?
Setting Baselines for Multiple Projects.
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Module 25 - Utilities
Utilities
Reflection Projects
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Review Expectations
Complete Feedback Sheet
Have we met your expectations?
Thank y
you for attending
g
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TCC0205-TRG-TM-SP10\A2
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