Primavera P6 REFERENCE BOOK P6

-.
Project Management in Primavera

P6 Rei 7 Ed 1
Student Guide
~6082 3 G C 1 0
::o1tion 1.0
=ecernber 2009
: '64520
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Reproduction of th is mat erial is prohibited by

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Table of Contents
Lesson 1 - Project Management Life Cycle

1
Proj ect Management Definitions 0 •• • • •••• •• • • ••••••• • •••••• • ••••••• • • ••••••• • •••••••• • • •••••• • •••••••• • •••••• • •• • •••• •• • •••••• •• •••••• 3
Proj ect Management Life Cycle
4
Initiating Process Group

5
Planning Proces s Group

6
Executing Proces s Group 7
Co ntro lling Process Group 8
Closing Pro cess Group 9
Lesson 2 - Understanding Data in P6 11
P6 Environment 13
Client Appli cations 14
Web Application s 15
Other P6 16
Enterprise Proje ct Structure 17
EPS and Security 21
Organizational Breakdown Structure (OBS) 22
Enterprise Data and Project-Specific Data 24
Enterprise Data 25
Project-Specific Data 26
Enterprise and Proj ect-Specific Dat a 27
Lesson 3 - Navigation and Layouts 29
Windows 31
P6 Layouts 32
Detail s Layout 33
Activities Window 36
Logging In 37
Opening a Project. 38
Access Modes 39
Layouts 40
Opening an Existing Acti vity Layout

41
Gantt Chart
43
Activity Usage Spreadsheet

44
Activity Network
45
Activity Table
46
Customizing a Layout
46
ii _
Selecting Co lumns
47
Using Hint Help in the Co lumn s Dialog Bo x
.48
Displaying Activity Details
49
Selecting Details Ta bs
50
Saving Layouts
51
Closing a Project
53
Lesson 4 - Creating a Project

55
Project 57
Creating a Proj ect. 58
Creating a Proj ect with the Create a New Project Wizard 62
Entering a Proj ect Nam e 64
Entering Proj ect Start and End Dates 65
Entering a Responsible M anager 66
Selecting the A ssignment Rate Type 67
Running Proj ect Arc hitec t. 68
Viewing Proj ect Details 70
Gener al T ab 7 I
Dates Tab 72
Noteboo k Tab 73
Codes T ab 75
Type Ahead an d Sea rch in Dialog Boxes 76
Defaults Ta b 77
Lesson 5 - Creating a Work Breakdown Structure 79
Definition of Work Breakdown Structure 8 1
Viewing WBS Elements 86
Creating the WBS Hierarchy 87
Lesson 6 - Adding Activities 95
Definition of Acti vity 97
Activity Components 98
.Activity Type 99
Sta rt M ileston e 100
Finish Mil eston e

101
Task Dep endent 10_
Resourc e Dependent
103
How A ctivity Type Affects Dates

104
Level of E ffor t.
106
WBS Sum mary

107
Acti vity Codes

100
iii
Calendar Assi gnments

109
Adding an Activity v ia th e N ew Acti vity Wizard
112
Enablin g the Wi zard
113
Launching the Wiz ard

114
Namin g the Activity and Specifying a WBS

115
Assigning Acti vity Typ e

117
Compl etin g the New Activity W izard

118
Adding an Activity via Acti vity Details

120
General Tab 121
Status Tab 122
Noteb ook Tab 123
Adding Acti vity Information v ia Columns 124
Adding Steps to an Acti vity 127
- Using Step Templates 128
Activity Codes 129
Assigning Acti vity Codes 130
Assigning Acti vity Cod es to Multiple Acti vities 131
Streamlined Process to Add Activity Code Values 132
- Calendar A ssignments 134
Calendar Types 134
Assigning Calendars 135
Lesson 7 - Creating Relationships 139
Network L ogic Diagram '" 141
Precedence Diagramming Method 142
Relationship T ype s 143
Finish to Start (FS ) 144
Start to Start (SS) 145
Finish to Fini sh (F F) 146
Start to Fini sh (SF) 147
Relationships with Lag 148
Creating R elati onships in th e A ctivity Network 154
Creating a Start to Sta rt Relati onsh ip 155
Creating R elationships in A cti vity Details 156
Using the GoTo Feature

157
As signing Lag
158
Viewing Relationships in th e Gantt C hart
159
Lesson 8 - Scheduling
163
Critical Path Method Scheduling

165
.Critical Path 166
iv
-- - ---- - -
Data Date 167
Forward Pass 169
Backward Pass ......................... ........ ....... ........................ ............ ............................. ...... ........... 17 1
Total Float 173
Backward Pass w ith Required Fin ish I76
Circular Relationships (Loops) 178
Open Ends 179
Scheduling a Project 184
Viewing the Schedule Log 185
Dri ving Relationsh ips 187
Lesson 9 - Assigning Constraints 191

Definition and Purpose of Constraints 193
Must Finish By 194
Start On or After I95
Additional Constraints 196
How Constraints Affect Ac tivity Dates I99
Assigning a Mu st Finish By Constraint to a Project.. 20 2
Rescheduling the Project. 203
Assigning a Constraint to an Activity 204
Adding a Notebook Topic 205
Lesson 10 - Formatting Schedule Data 207

Grouping 209
Sorting 2 11
Filtering 212
Grouping Data 216
Group and Sort Dial og Box 217
Grouping by Date 219
Collapsing/E xp anding Grouped Data 220
Sorting Acti vities 221
Sorting by a Singl e Criterion 22 1
Filtering Activities 22 3
Filters Dialog Bo x 224
Applying a Default Filter 225
Creating a Filter 227
Using Multiple Filters 230
Applying the All Activities Filter 231
.~ - _.~ --~ -- ======----~

v
Lesson 11 - Maintaining the Project Documents Library 233

Proj ect Documents
235
Linking Documents
236
Assigning Documents
237
Creating a Document Record

240
The General Tab

241
Files Tab 242
Assigning a Project Document to an Activity

243
Viewing Document Detail s 245
Lesson 12 - Understanding Roles and Resources 247
Roles and Resources 249
- Rel ationsh ip Between Roles and Res ources

Resource Types ,
252
253
- Viewing the Roles Dialog Bo x

Pric es Tab
256
257
Limits Tab 258
Viewing Resources 260
Resource Details 261
Gen eral Tab 261
Codes Tab 261
Det ails Tab 262
Units & Prices Tab 263
Lesson 13 - Assigning Roles and Resources 265
Assigning Roles 267
Assigning Re sources 269
Steps for Resource Management 270
Assigning Roles to an Activity 274
Assigning Multiple Role s to an Activity 276
Assigning a Single Role to Multiple Activities 277
Assigning Rates on Roles 279
Steps for Resource Management 282
Assigning Resources by Role

283
Assigning by Role to Multiple Act ivities

285
Adjusting Resource Assignment Units

286
Assigning a Resource to a Level of Effort Activity

286
Assigning a Resource Directly

287
Adjusting Budgeted Units/Time to Specify Resource Quantity

288
Designating a Prim ary Resource

289
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vi
Assi gning a Materi al Resource '" 290

Planning Cos ts 291
Resou rce Costs 29 1
Expen ses 292
Su mmary Tab 29 3
Lesson 14 - Analyzing Resources 295

An alyzing Resources 297
Resource Analysis Settings 300
Resource Usage Pro file 302
D ispl ay ing the Resource Usage Profile 303
Vi ewin g A ll Proj ects or Open Proj ects Only 304
Formatting the Profile 305
For ma tting the Tim escale 308
Lesson 15 - Optimizing the Project Plan 311

Project Constraints 3 13
P6 Triple Constraint 3 14
Optim izing the Proj ect Plan 3 15
Ana lyzi ng Sc hedule Dates 3 16
Shor tening the Project 3 17
An alyzing Resource Allocation 3 18
Analyzing the Cost Bud get 3 19
Comparing the Calculated Fini sh Date to the Mu st Fini sh By Date 322
Focusi ng on Cr itica l Ac tivi ties 323
Short enin g the Proj ect 325
Refining Duration Estimates 325
M odi fyin g Rel ation ships 326
Mo difyi ng Constrai nts 327
Veri fying Proj ect D ates 328
Analyzin g Resource A llocation 33 1
Ident ifyin g the Cau se of Resource O ver allocation 332
C orrecti ng O ver all ocation 333
Repl acing a Resource 33 7
Analyz ing the Bud get 339
Lesson 16 - Baselining the Project Plan 341

W hat is a Baseline? 343
Baseline Fu nctionality in P6 Project Ma nag ement.. 346
Creating a Baseline 347
_
._- - ---_.__ _- -- _._._... ._- - - --- - -vii
..
Categorizing the Baseline : 34
Assigning a Baseline , 349
Vie win g Baseline Bars 350
Bar Style Tab 350
Di spl aying Ba seline Bars 351
Cust omizing the Act ivity Tabl e 352
Savin g the Layout 353
Bar Labels Tab 35 4
Lesson 17 - Executing the Project Plan 357
Upd atin g a Proj ect. 359
How Data is Co llected 360
Data Date 361
The Updating Pro cess 362
Defining a Status Updating Period 366
Progress Spot light. 36 7
Dr agging the Data Date 368
Entering Actuals 369
Completed Act ivities 369
Act ivitie s in Progress 369
Upd atin g Milesto nes 370
Upd ating Act ivities to Completion , 371
Upda ting a M id-Project Mil eston e 375
Upd ating Activities in Pro gress 376
Suspending an Activity 378
Upd ating Completed Activiti es 380
View ing the Reschedul ed Project.. 386
Controlling the Project 388
Co mp ressi ng the Schedul e 388
Lesson 18 - Reporting Performance 395
Me thods for Repo rting Performance 397
Running an Ex isting Report 400
Run Report Dial og Box 40 I
Print Preview 403
Printin g Reports 404
Report Wizard 40 5
Create or Mo dify Rep ort 405
Con figur e Selected Subject Areas 407
Addi ng a Report Ti tle 409
viii
Gener ating the Report 4 10

Print Preview 4 11
Saving a Report 41_
As signing a Report to a Report Group 41 .:
Creating a Time Distributed Report. 4 1-t
Creating a Report Using the Current Layout 420
Lesson 19 - Project Web Site 425

Benefits of a Project Web Site 427
P6 Project Web Site Capabilities 430
Creating a Proj ect Web Site 43 1
Customizing the Project Web Site 43 3
Spl ash Tab 4 3-!
Topi cs Tab 435
Gr aphics Tab 436
Reports Tab 43
Publishing the Web Site 43 8
Navigating the Project Web Site .439
Publishing Activity Layouts 441
Appendix A - Claim Digger 445

Understanding Claim Digger 44 7
Claim Digger Overview 450
Configuring Projects and Output Options .451
Choosing Comparison Options 45_
Reviewing the Report 453
Appendix B - Creating Output 455

Output Controls 45 7
Printing Layouts and Page Setup 46 0
Page Tab 460
Margins Tab 46_
Header Tab 46:
Footer Tab 466
Options Tab 46
Print Setup 470
Attachment Tools 4"
Curtain Tool 471
Text Tool. .-:1.-=
Customizing Data Date Style 4 7:
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Appendix C - Using Timeshects to Execute the Project Plan 4.
_
Updating a Project. 4--
Timesheet Approval Project 47c
Data Date 479
Applying Actuals
480
Updating a Project. '" 484
Managing Timesheet Approval.

485
Reviewing Timesheets
486
Approving Timesheets 489
Updating a Project Using Timesheets 491
Applying Actuals '" 49 I
Analyzing the Results of Applying Actu als 493
Viewing the Deta iled Results , 496
Course Objectives
Project Managem ent in Primavera P6 ReI 7.0 will cover the following topics:
Project Management Life Cycle
• Identify the five process groups in the Project Management Life Cycle.
• Describe the steps included in each process group.
Understanding Data in P6
• Describe P6 functionality and environment.

• Describe the Enterprise Project Structure.
• Describe the Organizational Breakdown Structure.
• Distinguish between enterprise data and project-specific data.
Navigation and Layouts
• Log in to P6 Project Management.

• Open an existing proj ect.
• Navigate in the Home window and Activities window.
• Open an existing layout.
• Customize a layout.
• Save a layout.
Creating a Project
• Create a project.
• Navigate in the Projects window.
• View and modify information in Project Details.
Creating a Work Breakdown Structure
• Define a Work Breakdown Structure (WBS).

• Create multiple levels of a WBS hierarchy.
Adding Activities
• Describe an activity and its components.

• Describe activity types.
• Add activities.
------ .
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xi
• Add a Notebook topic to an activity.

• Add steps to an activity.
• Assign activity codes to activities.
Creating Relationships
• View a network logic diagram.

• Describe the four relationship types .
• Create relationships in the Activity Network.
• Create relationships in Activity Details.
Scheduling
• Perform a forward and a backward pass.

• Describe float and its impact on a schedule.
• Identify loops and open ends.
• Calculate a schedule.
• Analyze the scheduling log report.
Assigning Constraints
• Describe available constraint types.

• Apply Must Finish By constraint to a project.
• Apply a Start On or After constraint to an activity.
• Add a Notebook topic to a constrained activity.
Formatting Schedule Data
• Group acti vities according to specific criteria.

• Sort activities.
• Apply a filter.
• Create a filter.
Maintaining the Project Documents Library
• 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.
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Understanding Roles and Resources
• Describe roles.
• View the roles dictionary.
• Describe resources.
• Identify the differences between labor, nonlabor, and material resources .
• View the resource dictionary.
Assigning Roles and Resources
• Assign roles to an activity.

• Assign rates on roles.
• Assign resources to an activity by role and directly from the resource dictionary.
• Adjust Budgeted Units/Time for a resource.
• Assign expenses to activities.
Analyzing Resources
• Display the Resource Usage Profile.

• Format a profile.
• Format the timescale.
Optimizing the Project Plan
• Analyze schedule dates.

• Shorten a project schedule.
• Analyze resource availability.
• Resolve resource overallocation.
• Analyze project costs.
Baselining the Project Plan
• Create a baseline plan.

• Display baseline bars on the Gantt Chart.
• Modify the bars on the Gantt Chart.
Executing the Project Plan
• Describe several methods for updating the project schedule.

• Use Progress Spotlight.
xiii
• Update the status of completed activities and activities in progress.

• Reschedule the project.
Reporting Performance
• Describe reporting methods.

• Run a schedule report.
• Create a resource report with the Report wizard.
• Create a time distributed report.
• Create a report using the current layout.
Project Web Site
• Create and launch a project Web site.

• Customize the appearance of a project Web site.
• Publish activity layouts as HTML pages.
-
Copyright © 2009, Oracle. All rights reserved .
Lesson 1 - Project Management Life Cycle
Lecture Time Demo Time Practice Time Interactive Time Lesson Total
(minutes) (m in utes ) (minutes) (m inut es) (minutes )
IS 5 20
:2 Lesson 1 - Project Managem ent Life Cycle
Objectives
After completing this lesson, you should be able to:

.. Identify the five process groups in the Project Management
Life Cycle.
" Describe the steps included in each process group.
Copyright © 2009, Oracle , All rights reserved,
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Project Management Definitions
" Project A temporary effort undertaken for the purpose of

creating a unique product, service, or result.
., Project Management The process of achieving project
objectives within the constraints of schedule, cost, and
resource restrictions.
" Project Management Life Cycle A sequence of phases
that defines the overall process from the beginning to the
- end of a project.
Copyright © 2009 , Oracle, All rights reserved ,
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4 Lesson 1 - Proje c t Man agem ent Life Cycle
Can be divided into five process groups:
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Initiating Closing
Process Group Process Group
Controlling , Executing
Process Group Process Group
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,.._._..- ......• 5
Initiating Process Group
.. Collect project information.

s Obtain organizational commitment.
" Develop the team.
Copyright © 2009, Oracle . All rights reserved.

6 Lesson 1 - Proj ec t Management LJfe Cyc le
Planning Process Group
• 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 a
baseline plan.
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1 - Project Manag ement Life Cy cl e 7
Executing Process Group
• Distribute information.
• Track work in progress and actual costs.
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Controlling Process Group
.. Analyze and evaluate the project.
.. Recommend necessary action,
e Modify the current project with realistic data.
.. Reforecast the schedule.
.. Communicate project performance to the project team.
Copyright © 200 9, Oracle. All rights reserved .
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1 - Project Management Li fe Cy cl e 9
Closing Process Group
• Document lessons learned.

e
Determine if project can be used as a methodology.
• Deliver product to client or stakeholders.
• Back-up or archive project files .
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Copy right © 2009, Oracle. All rights reserved.

10 Lesson 1 - Proje<:!_Management Life Cycle
- - - ----_._ ----_..._
Lesson Review
Key Concepts
• Project man agement is the proc ess of achieving project objectives within the constraints of
schedule, cost , and resource limit ations.
• The proje ct management life cycle is a sequence of phases, or process groups that defines the
overall process from the beginning to the end of a project.
• The project management life cycle can be divided into five process groups:
• Initiating
• Planning
• Executing
• Controlling
• Closing
Review Questions
1. Which of the following characteristics is essential to a project?
a. Produces a unique result
b. Temporary in nature
c. Complex or consisting of multiple tasks
d. a and b
e. a, b, and c
2. Which of the following constraints must proj ect management address?

a. Cost
b. Resources
c. Schedule
d. a and b
e. a, b, and c
.
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Understanding Data in P6
Lesson 2 - Understanding Data in P6
(minutes) (mi n ut es) (minutes) (m in ut es) (m inutes)
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12 Les son 2 - Un derstanding Data in
Objectives

.. Describe P6 functionality and environment.
• Describe the Enterprise Project Structure.
• Describe the Organizational Breakdown Structure.
• Distinguish between enterprise data and project-specific
data.
Copyright © 2009, Oracle . All rights reserved .
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P6 Environment
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Copyrig ht © 2009 , Orac le . All rights reserv ed.

14 Le sson 2 - Understand ing Data in P
Client Applications
. P6 Project Management
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Enterprise-wide project ._
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esson 2 - Un d ersta nding Data in P6 15
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Copyright © 2009 , Oracle. All rights reserved .
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16 .. __._._ Lesson 2 - Understanding Data in P6
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Other P6
" P6 Integration API and Job Services

- Enables developers to create programs to integrate P6 with
other products and generate reports .
" P6 Reporting Database
- Enables customers to use third-party reporting tools to create
operational and business intelligence reports.
2 - Und erstanding Data in P6 17
Enterprise Project Structure (EPS)
A hierarchy used to organize projects.

e Provides:
- Foundation for enterprise-wide project management.
_ 0 Access to project priorities, scope, budget, and resource
information across the enterprise.
.. Enables:
- - Individuals to manage projects separately.
- Organizations to summarize data and view resource
allocation across multiple projects.
- Control of security at any level.
-

18 Les s on 2 -- U nderstand ing Data in P6
EPS
Level 1
Level 2
Project
Level 3
F
Project Project Project Project Project

A 8 C o E
Copyrig ht © 2009 , Oracle. All rights reserved.

es so n 2 - Understanding Data in P6 ':9
EPS
Comprised of roots, nodes, and projects.

• Root - There is usually only one root, which represents
the top level of an organization. A root can be subdivided
into many nodes.
• Nodes - Represent different levels within the structure.
Nodes can contain an unlimited number of projects.
• Projects - Represent the lowest level of a hierarchal
branch. All projects must be included in a node.
Placement of a project in the hierarchy determines the

summary level in which it is included.
Copyright © 2009 , Oracle. All rights reserved .
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20 Lesso n 2 - Understanding Data in
Benefits of the EPS
" View project priorities, scope, budgets, and resources

across entire project structure or within specific node.
'" Manage projects separately while retaining ability to roll up
and summarize data across multiple projects.
- Each node acts as a master project, rolling up all "child"
nodes and projects.
- - Node can be opened to view all detailed activity information
from "child" projects.
" View resource allocation across projects.
- ~:~ jt@C. ,iW\f~ --::. . 1:,':,·~'t'}\;2- '. ":':;<~"~c~)'" ':-~2~'

• = .~.' k:~ \,tt&~~ ,,- ',:,,~- ai,;;;;, ~~;e! '!;=l '~::: :",>"
esson 2 - Understa nding Data in P6 21
EPS and Security
., Assign security at any level of EPS to provide users with

appropriate access to project information.
" In this course, you have access only to the Construction
node and its children.
Lev el 1
Lev el 2
22 Lesson 2 - Understand ing Data in
-_ ._ -- -- - - -- - - - - - - -- - - - - - - - -
Organizational Breakdown Structure (OBS)
• Hierarchical arrangement of organization's project

management structure.
• Controls user access to project data and designation of
Responsible Manager.
• Can be configured:
- Detailed: Employee names
- General: Departments and divisions
e Defined by the administrator.
Copyright © 2009 . Oracle . All right s reserved.

on 2 - Un d erstand ing Data in P6 , ,__ . ,. , ,,, ."_,_ _._ .. .,,,_ ,. . ,__',, 23
Functions of the OBS
., Designate the Responsible Manager

- ass elements are assigned as Responsible Managers for
work within an EPS node , a project, a Work Breakdown
Structure, or an issue or risk within a project.
.. Control user access to project information
All users are assigned to an ass element to establish their
access to project data.
Copyright © 2009, Oracle. All rights reserved,
"-:-- ,," ::' -,.'-,' ~:~;:~ .;.i::': -c ' ., .: ': • . ~~ _ -. "

24 Les son 2 - Understandin g Data in . .~
Enterprise Data and Project-Specific Data
.. Enterprise data
- Available to all projects across an organization .
- Provides global standards and structure necessary for
centralized project and resource management.
- Defined and maintained by administrator.
.. Project-specific data
- Available only to the project in which it is defined.
- Defined by project managers.
Some data can be both enterprise and project-specific.
Copyright © 2009 , Oracle . All rights reserved .

~=>n , - II ndersta nd inq Data in P6 25
n
r - -;..
Ii)., \0
Project
Structure
n~ ass
~ Adm in Resource
categories & codes
preferences
dt
~
1fr Cost
accounts
B
Resources
Project
codes
_1.. . . .·
Copyrig ht © 2009, Oracle . All rights reserved.
' ... :~~ -~"::, '~ ~- ". ~ ~c .... \
. ~,.: ~ • ~ . ,' 7\ •. ~ '.~....:-~' __ . j - . , . -, .. _ ._ -::-.. • •.• _= ,"

~~~ ..ta. 6,,-,r: _.~_ ~-I - ~ ; _
26 Lesson 2 - Understanding Data in P6
_- -
..
~ . Q~e ~ ~ "S'yzte.J1I bl ch~ ~cl U' e

~ PerltAm tjjl'le:.-el FotI W .YI~ de sign
~ ~ ~ D e-tignddt..a: b.;s $ e
Thresholds & Issues ~Oe!'Vl ~:J t~r»I "ol,e ri bt e $
r ~ Pefoun dete jed s ofl w~ e design
Project-Specific
Data
AC;:.~ivities
AS ~'
AS =;" l
II I EF
I
i EF Baseline
~ :!.~. .I
•.... ES , I EF..."f
......... . .
'. . ~ ~
...... Dates . ~
Work Products & ~
.!,'.):.31'
..,.-
$ ~
. " Documents L.-J
(i F t\
,~ c:;~_J
Expenses
j
OQ
Risks
WBS

n 2 - Unde rstanding Data in P6 27
II
Calendars
II Activity
Codes
I'~ ~,"::, ' -::: '. - . ~. .J \. _:: \
\, ~
' ...._.~- . e-t •• ~::::", __ :~.\~,. ~ ;-_ t:': ~::;::<•.~:, _ co .... _ L.

28 Lesson 2 - Understan ding Data i
Lesson Review
Key Concepts
• The Enterprise Project Structure (EPS) is a hierarchy of projects that enables access { I:
comprehensive scope, budget, and resource information and provides a foundation for enterpri se
wide project management.
• The Organizational Breakdown Structure (OBS) is the hierarchical arrangement of ar.
organization's project management structure. It controls user access to project data and designatio!"]
of the responsible manager.
• Enterprise data provides the global structure needed to manage multiple projects. Examples inclu de
the EPS and OBS , resources, and roles.
• Project-specific data is available only to the project in which it is defined. Examples inclu de
activities and expenses.
Review Questions
I. Which of the following is enterprise data?
a. Expenses
b. Resources
c. Risks
d. Activities
2. Which statement about the EPS is false?

a. It includes all projects in the enterprise.
b. It enables project data to be analyzed at multiple levels.
c. It enables control of security at any level.
d. It is restricted to two levels .
". 'J.
Navigation and Layouts
Lesson 3 - Navigation and Layouts
(minutes) (minutes) (minutes) (m inu tes ) (minutes)
10 10 35 5 60
~ ~",::, ~
•• -,:,:.••• - I . ~"' ..
. 0-
\
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-'-~' :"-~;'::.
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- -",- .:. ", .- :,. -<.'~,
...
~ __ c . '
30 lesson 3 - Navigation and layo uts
- - --- - -- - - - ,
Objectives

., Log in to P6 Project Management.
• Open an existing project.
• Navigate in the Home window and Activities window.
.. Open an existing layout.
" Save a layout.
Copyright © 2009, Oracle. All rights reserv ed .

=-.
Less of' 3 - Nav igat ion and Layout s 31
Windows
" Application is organized into 12

windows, each focusing on an
aspect of project management.
Examples: Projects, Resources ,
WBS, Activities, Expenses
e Windows launched from the

Directory bar (shown at left) or
Home window.
e Only one window can be open at a

time.

32 Lesson 3 - Navigation and Layo
Layouts
" Customized view of information in a window.

- Available in Projects, WBS, Activities, and Tracking windows.
o Consists of top layout and bottom layout.
" Key layout functions in Layout Options bar.
Layout Options bar
Top Layout
3i::'7"::' ••~., ~ 3 ~ ' - 3 ~i·:::"-:: ~ -· :J

Bottom Layout
·:J - ~-
, ~ """".
F· ' -· 11 , ,,.~. ,..._,. :OJ
Copyright © 200 9, Oracl e. All rights reserved .

•
3 - Navigatio n and Layouts 33
Details
e Displays detailed information about selected item.
• Available in all windows, except Tracking.
• Always in bottom layout.
• Organized into tabs.
- Tabs can be customized in some windows.
L.
-..
. ISO olU;]R.'(>IC<>$ F....;;;,.,.".I~ 1t+;<.""".TSi·~~~~ 1
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Copy right © 2009 , Oracle. All rights reserved.

3 - Nav ig at ion and Layou t s 35
avigation and Layouts
~~~ :' Home window is the starting point for navigation. It provides quick access to all enterprise and project
To the left of the Home window is the Directory bar, which provides access to the 12 windows. Each
\.. . provides specific functionality to help you manage proj ects. Click an item in the Directory bar to
the corresponding window.
.di!.J29
f.H ' Edit 'o'Jhl; Pro~ Enterc:r~ TO('t-; AaWl ~
- l~-
, Ho me
'. i- --···_··_- - ----~-----
~:.,8~.,·. "
:OI.Itltt
I
JJ
. ~~ - , .
~-- ---- -- - 1
rSb
ErilN Pl I !~ (hh
~
. ~j.f ~ ' -. . '" =1
• ~
:;,:j u
CJ ,,- .,·-;;:1 I! _ . R.~r~, .1
~
[
rn;n~ ,". ,,'". ,i1" 1
~ -- t£..]JJ Rt'PO rt ~
[ i~ hOCK<» I
L- - -~ _ . ~ ~~.~ ~.- _ _ _-_ .
.---.-.
~
~ ' ;.~ .:i'. : ~
JSi!y ~
.: _ . . .. , ..,~ .'
, , 1"-" ~ , s. t ..~ '~ ._ t~J' t fJl,c. ..,
I , 1.X:;.:..J P'Qf tt~ : Ai PToi&t-;~ · ~ft: ·thM-~- D~O~·J~ 1A~-"'k>do! ~· ,"Io ··-- £M~·;-C;.B·teitP;~j;j ··- ------ ·
o Title bar - Displays the name of the current application and the name of open projects.
fJ Menu bar - Click to perform functions .
Navigation bar - ' Move between open windows, toggle the Directory bar , and open Help. Click
C) icon to toggle bar off/on . Right-click in bar to toggle the bar and button text on/off.
e Status bar - Displays user's Login Name, data date of open projects, access mode, and current
baseline.
o Directory bar - Click buttons to acce ss windows. Right-click in bar to toggle the bar and button
text on/off.
,t.-.. _ -. /,- -_ ,.
;i'-' ,:.. .. .... ·•.

...z
::t,.:.- ,,.,
}a~ t4 ;;.•• -: _ -. ~_;: ~ .~ I
i, .
. -_ -- --.
'.
... .
·
..:..=~- ~.e ,
36 Less on 3 - Navigation and Layo uts
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.
:~
.....
..... " . .. ,. . ,. . ... l,.U;-MIl.n ' YJ""" ..... CC~ ~ T )loo!
' 'I_ :::I /"" '"

~~ f"l:e w...o ~" [J e ~ Pr~F O':~-ce
k> 'L .. t.18~••i':_=::,;"'i.: ::
t:::..-----~..,
....
.. 1,
...:) "
o Toolbar - Displays icons that replicate many of the options available in the Menu bar drop-down
menus.
Layout Options bar - Displays a menu of options for changing the way the Activities window
8 looks.
Gantt Chart - Shown above in top layout, it displays activity information in a table format at
C) left and a Gantt Chart at right.
e Activity Details - Shown above in bottom layout, use Activity Details to view/edit detailed
information for the activity selected in the Activity Table.
o Command bar - Displays options for adding or removing activity data .
o Vertical Split bar - Drag bar to hide/show more information in Activity Table/Gantt Chart.
8 Horizontal Split bar - Hide /show more information in top/bottom layouts.

- Navigat ion and Layouts 37
ctice : Navigation a n.~ Layo uts
!:. this practice you will:
• Log in to P6 Project Management.

• Open an existing project.
• Navigate in the Home window and the Activities window.
• Open an existing layout.
• Save a layout.
Logging In
"ype a valid Login Name and Password to log in to P6 Project Management. (Passwords are case-sensitive).
. f you do not know your Login Name/Password, contact your administrator.
Figure 3-1:Type a Login

Name and Password.
!1Login Name
rtha,TiS
Ii
~. -.;.'1 1.......
vI P~~sslf\l(l( d
1
I D~t~a,;e
1!rnmaTraininQ- OJ-
Log in to P6 Project Management.
1. Click Start, Program s, Oracle - Primavera P6, Project Management.
2. In the Login to Primavera P6 dialog box, type a Login Nam e, <tharris> and Password <tharris>.
3. Click OK.
After logging in, the Home window is displayed.
-~1 --' "r".-.

~ ....- ---:..
....,. ~-...
.~
: :-~ . .' ~
VA.
'c,:: ' 1 ., ~ ;-
\
'. . . . _ ". • -..

..
.. ...af.•
:~..
4,~~4o;t'.-'+'
_ ~ _ -
.... ,• . _.;-,.~~~.~.t. :' _ . - - .. . - ii· ::. ~.
38 Le ss on 3 Navigation and Layo u
._------_._-
Opening a Project
The Open Project dialog box shows all the projects you are authorized to open.
• Open a single project, indicated by [9].
• Op en a sing le node, indicated by I <&> I.

• All projects und er the node are opened.
• Op en mult iple projects und er different nodes.
• Use Ctrl+C lick to se lect more than one project.
Select P1c1ectPOl'HoIIQ
~
Figure 3-2:The [Q] icon
indicates a project - th e
r Dt!:ploy
! pro~iD, . , ':"IProjer.1 Name" .
lowest level of th e
Construction Projects Enterprise Project
:3 ~ Cap rini Corp Caprini Corporation Active Structure.
E' ~ APEX A' IDKlnc. Acf fu, ~
6 A I~ lo A.ut om~l.e d System Acnve

Dffice Buildil-.gAddiliol1· Navigating in the Project Ma .. Active
~
' Bldg OJ
ill .ldg-05 Office Building MditlDrl ' Creating a Work Breekdowi .. Active ,
Idg-Qf; nuee B....lding Addi!ioo . Add ng .4ctivilies Active
ill Bldg-O! Olfice BUilding.6.ddibon . C,eallng Relationships Acuve
t:l Bldg-OS OffICe E:1..~ldl n g, Addl l I Ol) · Scbedulma Active
b Bldg-03 Office B1.lilding Addition , As.S: lgning Eonsuents Active
I:itJ Bldg-IO Oftice Building Addition. FOlmatllng ScheduleData Active
b Bldg-ll Uffice B....rding Addi!ion · WOlk Products end Docume . Active
!BJ Bklq13 Dffice BUilding Addition . Assigning Roles and Besour. Active
.'V:
ill Bldo·' 4 Office Building Addikon - Analyzing Hesocaces Acuve
D Bldg·15 011100 BuildtrlgAdcbtion· DplimizlIlg the Project Plan Acnve
ill Bldg-' S Dlfc e BuildingAddition · Baselining the Proiec/.Plan Active
.~
_.
WI Bldg-17 Office Building p.ddition · Exew!lng the Proiecr Plan
Actrve
GU _il ,
.. . .---.--~ <
f Acc ess Mode

~ - _._ : -...• --- --- - -- .1 '
r: ~~I,h"'fV't'. If.(. Shared r RelJd Only
JE} ' Display the Open Project dialog box.
1. In the File menu, click Open.

igation and La yo uts 39
'- ------ -
.....cce ss Modes
'-,n [he option to select an access mode prior to opening a project:
• Sha r ed - Multiple users can view, input, and change data. Thi s is the default setting.
Read Only - You can view data but cannot input or change data.
I Exclusive - The current user is the only user who can edit data on these projects. Oth er users can
access these projects in Read Onl y mode.
Figure 3-3:Select a project
~ = :'"Yii..Ao ~ A . p rOJe ct ~ in the EPS, and then click
Open.
~--; " ~ fFlOJtlc1·'N;;;;-·----- --··- ·- -- - -. - Proiect Sl$Js : ·
em¥i$im4mIt!tH$1mM~t
- - - -'i
Corp . Caprini
rw.;;WU'd
- i Corporati ~n Active
. l;I Users ...
Apex Inc. . :ACllVe
1·'I'.i"I;a.It.~.·
') .
otrice Buikling.6.dd ~ion - 6,ddir"lQActivities Active
' . '.
Office B u~ding MeIlt.lon- C,eabng R elallonship~ ,6.c hve
Office-Building Addition . Sched lding Active
Offtce Builds 19Addnron . pS S"lgrl il1g Constreexs Actr..e
~ ;; · l J Dffice e u~d !n9Addhoo Fonneumq Schedule Data Acnve
e:b ]- l l Office Building Addition w ork Products aridDocume . Active

~ ;;t 1 3 Office 8uilding,6.ddltlon· p,:;signil)l;J Roles and ResOl.Jf... Active
:=! W;> 14 O/llce BUlldlnQAditlon . PfI .3lyzing Hesouices Ach~ e
:J 81:1, ·15 O l f ic~

BIJllding p.ddlhon - OptImIzing the PIOr:--C( Plan ActIVe
::J BI:lr 16 Oi/ice 8LJj l d ~1 g Addition. 8 ~ seh nln g the Project Plan Active
BI:I, ·17 Office BuildIng.6.dditlon . E x ot cut ~"'9 the P!(l.ioecl Plan AclNe ~
_ ~ , ..l-1 (o
.. - - _ . .'- J.
... ~J..1u ·~ -(.' Sh.;reet r Ree.d Only . .
-,
-- Open a project.
1. In the Open Project dialog box, select a project, Bldg-03.
2. Click Open.
40 Lesson 3 - Navigation and Layo
Layouts
A layout is a customizable view of information, combining all the visual elements that appear on the screer..
The Activities window provides options for viewing data in top/bottom layouts. You do not have to show 2.
bottom layout.
• Choose one of the following to show on top:
• Activity Table
• Gantt Chart
• Activity Usage Spreadsheet
• Activity Network
• 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
""""" ,...~
/_ - . .., . .. { •• t
( -r .., ',.
'- ~'-~ ,\ "
.'l'" ,_
"' . :- ~-' ~c~.~~ -: _.-:':,: >~.. -

.e ._.,-" _ .~~_ _ . ,
3 - Nav igation an d Layouts J 'j
Opening an Existing Activity Layout

.-. variety of layouts are available that provide different views of activity data. You can create user-specific
ayou ts and proj ect-specific layouts or use global layouts provided by your company.
. .ftcr se lecting a layout, you can cli ck either Apply or Open.
• Apply - Displays the selected layout but keeps the Open Layout dialog box open.
• Open - Displays the selected layout and closes the Open La yout dialog box .
Figure 3-4:Cliek Apply to

view the layout without
closing the Open Layout
dialog box.
De~ ign and Engin e ering

tAlCO) B ~A~( i 't ,'-: I Olt to 00
::":" 10'10 [ ' e :l'Jn8~' .-9· A ~ n 1-9.40000
e ~ 1 1t'l1
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, 36090
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Foundation " ". ,, ~::OO I1J i4JOJC,) k~ . ~. OO
=.;..: :( (1) B ~"" , But1r"9Coo:.llu cooo lQOO 1000 woo

s~ o s""P,.. p..,r<J1oo:" , $1.20000 saoo t7 M ,l$)
j";A..':U.:1) £ l':C-lValm $4,1ro 00
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8~ F" ~ Ft:';; ; f' ~\1" ,"CO
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Structure - ,- -:~ .. i ;(j ~;o ' ~;d; "
E,.... f.W B"""'lS'ruet...o l F-h <3 ~ 1! WOO
tJ ,u,.ddlng Re l<lt ion~ hq-:. s TIlN~ \lVO f l:
BA.;;Jl 0 Ereel S t r (IC I ~.al FlIlrr... i H ffl l '(j Witt1W1!;g-rmm

E:AX120 F ~M D<:<. L , ,,, 13 :W OO Q A SSlgrwng cost Ac couras
E'
.A.ll:l) [('oc ' ';'I ~ r. ! ~ ilocA $7,21'.(100 .. Q As sign ng ResOtrce! enc c cste
&A3J40 EIet:I SI.. -e ~ nd E lo:v<WQ w" $2.400 00 Q A~ $ lg l'll ng Roles.
~X1'SO CtneI':to:S , S>!'mm SI.Jb $12.ooJ OO l;J Al.Ao eo l1'lrAlt e '!'.ct U.:l ! ~
[,A i(F.I) C: ;;; -': l ' ~~ S.~ F1..x 1 ii _'oJOO .. Q Bud~ e-d;;tN Actua l Cost s
8,:<
.'3(1 70 Sol " ),,' I , . ... C OlT'~~ ·:te $t1C1l Q c ctcctetc ns
Mechanie3JlEI~ctrical Systems ", s >~liO> Q CI. ' sic
~ ?1 a!:~ iC l/1,I8S l &youl
"'el Apply a layout to the Activities window.
1. In the Layout Opt ions bar , click Layout, Open.
If you make modifications to the current layout, you are prompted to save those changes. In most
cases, ch oose No.
2. When prompted to save changes to the layout, click No.
3. In the Open La yout dialog box, select a layout, Analyzing the Budget.
4. Click App ly .
... L
'" ~ ~, '--=-. - ._"1':"';i.~' ~;.

...~,\".f .. I I
.~~ ~
......
• .'"f.. H.... '., ,
';': · .•~- _.·:~~t: ~-:-.' . .-..~~~.,..' -~- -'."'~:. -... -~ r- _ r; .. ',

42 Lesson 3 - Navigation and Layouts
Aft er viewing the new layout that displays when you click Apply , you will select a different layout and the
click Open, which displays the layout and closes the Open Layout dialog box .
-4 ~
(l!J ,:!,[I)
.' -tt .
! ~.~
"I'
c..
(V
. '\ ~
Figure 3-5:The layout
- '----'=:=-.......,.,:..- =.- _._.. .. .
Ebd<
name is displayed on the
I~~!!;~~~~~ .. El ~.. ~' -Dill"'12.=,=;;c: =...t:!'. :t. ....,~' ~.q !: ~
. iii Ii"
,=l!lI=
§I ='7-iEl _ ..._
~-=---""" ' '' . '- '' '' - ' ., 0'" - ._~'" D ....1 Layout Options bar.
.W\O!!ii"...Iiii;,~i!!!i~","""
;;; .. ,~ : ~~~~~:.:~ ·J-""-.-~'-2-()1 0 I
c....,... . . , • D: '
r
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I f ~., u1'll" Y dJ10
07 I " I 2;1. ,r;;;; )( ~ .... ~. n ~/IIt--
0.... .
!
. :;:
Office Building Addit ion - Navlgatlng in L
• •~""$Nl'tN·j,
Design and Engineering ~
IEII
200d
2(·d
I'
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BA1Q.4 0 A ~ J wnc ~ D ct4 &' He.JII P1 ./1 o leu I R.... ........... r eetr .- .)/ D ~ ~ C'l Hr .) (~ ..~
..c.' ·~ Rc4t -. I'
~ Foundation . 41d , ~ __ ~
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5. In the Open Layout dialog box, sel ect a layout; Classic WBS Layout.
6. Click Open.
a viqation an d La yo uts .<!.'"{
Chart
.s sc WB S Layout displays a Gantt Chait in the top layout and Activ ity Details in the bottom layout.
_ _r.rt Chart is divided into two sections , Activity Table and Bar Area:
• .-\. ~tiv i ty Table - Displays activ ity data in columns.

Ba r Area - Provides a graphical display of activity progress over the duration of the project.
"4
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Figure 3-6:The Gantt
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Chart is divided into two
sections: Activity Table on
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44 Less on 3 - Navigation and Layo
Activity Usage Spreadsheet

The Activity Usage Spreadsheet displays unit, cost, or earned value data by activity over time. Use this ty pe
of layout to review per period and rolled up activity resource/cost data.
You can customize the timescale of the Activity Usage Spreadsheet:
• Move the timescale to focus on a specific time period - Place the cursor in the major date interval
until the cursor displays as ~, and then click and drag the timescale left or right.
• Compress/expand the timescale to widen/narrow width of columns Place the cur sor in the minor
date interval until the cursor displays as ~, and then click and drag the cur sor left or right to
compress or expand the columns.
~ Figure 3-7:The Activity

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JeJ Display the Activity Usage Spreadsheet.
1. In the Layout Options bar, click Show on Top, Activity Usage Spreadsheet.
2. In the Layout Options bar, click Show on Bottom , No Bottom Layout.
3. Use BJ to expand the timescale.

4. Use ~ to move the timescale to display February 2010.
-
:> :< .'.",..:.~ri:~_ ~;.: ~;;"

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t ;:
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- - av ig at ion and Layou ts ...
11 "'"'
~
iv ity Network
tivity Network to view the relationships betwe en acti vities and to better und erstand the logical
,:': ~-rb c acti vities in the proj ect:
Left window - Displays the WBS hierarchy.

Right window - Sho ws a graphical display of acti vitie s and their relationships.
'iP. (!) Figure 3-8:The Activity

Dil. HoiP Network provides a
E=' ~ mm graphical display of
.~dd_.J
project activities and their
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Display the Activity Network.
1. In the Layout Options bar, click Show on Top, Activity Net work.
2. In the Toolbar, click [3] several times to get a clo ser look at the activities.
(You can also press the AIt button on your keyboard, click and hold the mouse button, and move
the mou se up/do wn to zoom in/out manuall y.)
Click an item in the left pane, Bldg-03.D&E, to see it displayed in the Activity Network in the right
pane.
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.~ .: ~'? .·. . ,,~:: ~_:>..' .

f :::
c . •. -c .', ,; = •
46 Lesson 3 - Navigation and layo u
Activity Table
The Activity Table enables you to display project data in spreadsheet format. You can modify the columns
in the Acti vity Tabl e to meet your needs.
d~\ct i v it i es
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Figure 3-9:Columns in the
Activity Table can be
~ ~ nJ5 ~' ~ gP ["5 ~l!!b ~ 613 ~d~ L!lf ~
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JEj Display the Activity Table.
1. In the Layout Options bar, cli ck Show on Top , Activity Table.
Customizing a Layout
The Activities window can be customized and sav ed as a layout. Saving layouts for future use allows you t
retrieve information quickl y. Use the Layout Options bar as your centralized menu for layout customi zing.
The following is a list of layout elem ents that you can customize:
• Bar s
• Columns
• Tim escale
• Tabl e font and co lors
• Row height
• Filters
• Acti vity grouping and sorting
• Top /b ottom layouts
-; ., ": ~. '~ . ~,! >..., , "~

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-.. • • - .. 'c"
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-" c." " -:. " • _ • ,
on 3 - Navigation and Layouts 47
Selecting Columns
~e Columns dialog box enables you to select columns to display in the Activity Table and specify the order
which they appear:
• Available Options window - Lists data items in groups or in a list.

• Selected Options window - Lists items you have chosen to display.
• Single arrows - Move highlighted data items to the other window .
• Double arrows - Move all data items to the other window.
• Up/down arrows - Specify the order of the selected data items .
~ · · ~l . Edit Column to change the selected item's title and choose the title's alignment in the display.
.~ Figure 3-1O:Items are

arranged alphabetically
when grouping and sorting
the Available Options
window by list.
l C~\...·--lI· 1 I'
~ I ~
- f ;:-
~I
?tzgetco .t.bt en.:i:l .....0$1
:"'x geteo ~~a b o r Cost ';\
~ t"J Noolabor Units
z...D.?=! ~ Tcial Cost
.=u:; ~ !l U S
=usrte""'.,.;S Lrd:
,~ y
~':t d e r fl.
... ... .-.I -=- ~ r.-..,..
- Add a column to the Activity Table and reorder the items displayed.
1. In the Layout Options bar, click Columns .
2. In the Columns dialog box Available Options bar, click Group and Sort By, List.
3. In the Available Options window, select a data item , Budgeted Lab or Cost.
-I. Click EJ to move the selected data item to the Sel ected Options window.
5. L se the navigation atTOWS to ord er the data items as shown in thescreenshot above.
6. Click Apply .
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~~ ':. ~~~~·;~:--:'.c":..._.:.~~ .,c -~ _ . "' ", ~~=~-___ _

48 Less on 3 - Navigatio n and Layou
Using Hint Help in the Columns Dialog Box
You can use Hint Help to view a definition for any data item.
,. ;. - -
--
",-- > -
~
-
_"'d~'
.'-:.,
- ~ Figure 3-]] :Hint Help is
r ~t"~~~I.~O~tiom m ~ (~~e~:'::i:~~i?_nS -- T'~

displayed in the Columns
,
~ 0 /\ i
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BL1 Iot e t Cost
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t-SI
£ I ~_' ~· e· ': ' · -
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Cancel
1
I dialog box.
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I!I
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BL3 Start
Budget .1>, Completion
BUdget At CompJclion (SAC :
-~
_ _ '
I S1sr1
f inish
Acti v rty % Complete

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- ---;.,.,.--~ ,
~·.1t·.~, ~
Il BUdget ed Expense Cost ~ -! TotalFloat
l _:!fflijjt¥lij*,~1i!iil --J
J
~. Budqeted Metenal c ost. .~.
:-. i Budgeted I\lQnlabor Cost
~; ~ Budg eted Nonlabor Unrts "--. - r
--! ! Budaeted TotolCost b 'i Holp ;
J! Bug-Status ,
~- - -- -~
f> '"
Y"1
1" I . {O'ro'<o'
Bu sines s Un"
1'
" ~
'I ,~ -r Budgeted labor Cost 1- 19 I-
The budoet ed costs f or all labor resour ces
assigned t o the activity . If no resources are
assigned, computed as the a<:til'ity 10
Budqet ed Labor Units * Proiect [Jef ault Price
J Tinie.
--t Display Hint Help in the Columns dialog box.
1. In the A vailable Options bar, click Hint Help.
2. In the Selected Options window, click a data item , Budgeted Labor Cost.
Note the definition displayed for the selected data item .
3. In the Available Options bar, click Hint Help to disable the onscreen help box.
4. Click OK.
-~
'or .
~~ .}
,_" ~ !
.': .. :';~'.~: '> .:~~,. -.._ .. ~ - -, ,0 .

on 3 - Navigation and Layouts 49
Displaying Activity Details
tiv ity Details displays detailed information for an activity highlighted in th e Activity Table or Activity
vork.
4 ;
e..tt 1
w Figure 3-12:Activity
""" Details is arranged in tabs.
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e·Jr;:
:: :/ " ,
Display Activity Details.
1. In the Layout Options bar, click Show on Bottom, Activity Details.
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50 l es son 3 - Nav igat io n a nd layouts
Selecting Details Tabs

The tab s displayed in Activity Detail s can be customized.
'.~~ ," , Figure 3-13:The Feedback

'~
tab ha s been added to
:j .!1,cl iv~ \, [S,ll,-ADMIN
Activity Details.
r
i Acliv ~y Type
"
,! Duration Type ~ ' % Complete Type
I
ILevel oi Effort 31Flxed Durstion and unrtsmm,3 IDuration
lftlBS Responsible Man ager
I~ Bldg-03 Off ice Building Addrtion -

.
Nld Ivp of Construction
I •
..
~ ; Av6iiabl~ TA~
=l .i~
I!Successors '
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I:
I'
\,11
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I: ,.:'';'"
Ii
,i:'
,j ~
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..IEJ Add a tab to Activity Details.
1. In the Layout Options bar , click Bott om Layout Option s.
2. In the Activity Details dialog box Availabl e Tab s window, select Feedback.
3. Click ~ to move the selected data item into the Display Tab s window.
4. Click OK.
_ i" S"S Q :'l 3 - Nav ig at ion and Layouts 51
Saving Layouts
_ -,)"DUiS can be saved and shared with other users to facilitate project communication. Use the Save Layout
-': ~ i og box to save a layout in the Activities, WBS, Projects, Assignments, or Tracking window:
• 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).
• Another User - A specifi ed user will have acc ess to the layout. Note, however, that the current user
will not have access to the layout.
• Project - Apply the layout to any project that is currently open in P6 Project Management. Though
project-specific layouts can be applied to multiple projects, you can only select one project at a time
in the Layout Save As dialog box. After a project-specific layout is saved, it can be viewed in the
Project band in the Open Layout dialog box . Project-specific layout offers two advantages:
• Exported with the project when it is exported.
• Enhanced organization of multi-user layouts.
• yours can be global, project-specific, or user-specific. The Save Layout dialog box allows you to specify
hom a saved layout is available.
Figure 3-14:After typing a

29 Layout Name, specify to
a Name ,"': -: whom the layout is
" •• " c V~8S w~h Bu(Jgeted Labor Cost available.
.....
User
::1 I hai'ri;i;llrn Ham ::: :=J
Project
I . :=J
® HeIP j[~ Save ' · , I ~_ ~~nc e l J
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52 Less on 3 - Nav igat io n and Layou ts
; .~
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,
Figure 3-15:The new
layout is displayed.
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De sig,, ·wd E.ngin eering
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l aC::;;T H;-; 'Ri'-iT~=
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.r
"1J Save a layout.
1. In the Layout Options bar, click Layout, Save As.
2. In the Save Layout As dial og box Lay out Name field , type <C lassic WBS with Budgeted Labor
Cost>.
3. Verify that Current User is selected in the Available to drop-down list.
4. Click Save.
? Why might you want to customize or create your own layouts rather than just using
one ofthe available default layouts?
esson 3 - _~ a v i gatj o n and Layo ut s ~~-,~,
53
Closing a Project
Close the project when you are finished working with it. You are prompted to verify that you want to close
he project. Closing the project returns you to the Home window.
I f you are opening another project, you need not close the project in which you are working. It will close
aut omatically. To open multiple projects simultaneously, select them in the Open Project dialog box and
then click Open.
.~ '; 'f Figure 3-16:You arc

Activities
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'1J Close the project that is currently open.
1. In the File menu, click Close All.
2. When asked if you are sure you want to close the project, click Yes.
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54 Lesson 3 - Navigation and La yo
Lesson Review
Key Concepts
• The Home window is a starting point for navigation in P6 Project Management.
• Use the Navigation bar to quickly access Help, to display the Directory bar, and to move forward an
backward to previously accessed windows.
• You can choose to open a project in Read Only , Shared, or Exclusive mode.
• View activity data in the Activities window using customized top and bottom layouts.
• Use layouts to easily view data specific to your needs. You can customize layouts by selecting
columns and by specifying top/bottom layouts.
• Activity Details, arranged in tabs, displays detailed information for the activity highlighted in the
Activity Table or Activity Network.
Review Questions
1. When you open a project in _ _ mode, you are the only user who can change data in that project.
a. Read Only
b. Shared
co
(.......,
c. Exclusive
d. User
2. Which of the following items is not viewable in the Home window?
a. Directory bar
G.:l Command bar
c. Navigation bar
d. Status bar
3. (T r~ Ei or False: A layout can be saved so that it can be accessed by only one user.
4. Which function displays onscreen definitions of project data items?

a. Home
C£l Hint Help
c. Help
d. None of the above
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Creating a Project
Copyright © 2009 , Oracle . All rights reserved.
Lesson 4 - Creating a Project
(min utes ) (m in utes ) (min ute s) (mi nut es) (mi nute s)
15 20 30 5 70
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56 Lesson 4 - Creating a Projec
Objectives

., Create a project.
• Navigate in the Projects window.
• View and modify information in Project Details.
Copyright © 2009 , Oracle. All rights reserved.
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- Creating a Project 57
Project
" Creates product or service.

• Finite start and end date.
• Managed within confines of triple constraint:
- Schedule
Resources
- , Cost
Copyright © 2009, Oracle, All rights reserved.
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58 Le ss on 4 - Cre ating a Projec
Creating a Project
There are four ways to create a project:

.. Create new
- Best suited for new endeavors or for implementation of new
processes / policies.
- Use New Project wizard or enter information manually.
.. Create from template/methodology
- Leverage best practices.
- Adjust as needed for new project.
- Use Project Architect.

- Greating a Project 59
Creating a Project
• Import
Add data from outside organization.
Contractor, vendor
-- Add data from different applications.
- Primavera products
Microsoft Project
Spreadsheet format
• Copy/paste
Duplicate existing project.
Duplicate elements of existing project.
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- Creating a Project 61
iew: Creating a Project with the Create a New Project
- .; lesson, you will use the Create a New Project wizard to create a project. The wizard provides
:'Ui~ who may be new to project management and/or to P6 with the most reliable way of ensuring that
- ecessary project information is properly entered into P6. As you become more experienced with project
' g:ement and P6, you may wish to use other methods to create projects. In the File menu, click New to
.he Create a New Project wizard.
29
: . Create a New Project

I Se'IectEPS j r"0'
...''''"
Select the Enterprise ProjectStructure I~\/el for the new project ,
'. - ,. ' " .
T.,.;: r- -, , \
'. , ;'::'"
Select EPS
Construction Project
0' Cancel ,.
,.- , > ~ Prev
-,
o Each screen in the wizard contains information on the data that you need to provide.
@ Type or select data in the designated field .
C) Click Prev to return to the previous screen in the wizard,
e Click Next to advance to the next screen,
Click Finish when you have completed entering data. You can click Finish at any time. Note,
o however, that some project information may be populated with default data or no data if you
click Finish before completing all screens in the wizard.
62 Le sso n 4 - Creati ng a Pro'
Practice: Creating a Projec t with the Create a New Project

Wizard
In this practice, you will:
• Launch the Create a New Project wizard.

• Select Start and Finish dates.
• Select a Responsible Manager.
• Select an Assignment Rate type.
Creating a Project with the Create a New Project Wizard

To create a project, launch the Create a New Project wizard. The following fields should be completed
before exiting the wizard:
• Project ID (must be unique)

• Project Name (recommended, but not necessary, that it be unique)
• EPS location
• Responsible Manager
• Planned Start date
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4 - Creat ing a Project 63
~~ c first step in creating a new project is to select an appropriate EPS location where it will reside .
iJ Figure 4-1:Select an EPS

location for the new
Create a New Project project.
.================:::;:===
Select EPS
'O~:ne Enterprise Project structur e levelfor ·the ne\'Vproject .
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: -;"
29
----J
e eo..,.::el J
.f,. ~
8 ~. 'Hawthorn e Inc Hawtherne .lr

'3 •.1> PEP
.S <~ Ili,jh wdY

1<1" .
- Launch the Create a New Project wizard and select an EPS location.
1. In the File menu, click New.
2. In the Create a New Project wizard Select EPS field, click D.

3. In the Select EPS to add into dialog box , se lect a node, Apex-Apex Inc., and then click ~ to assign
the selection.
? What is the purpose ofassigning the new project to an EPS node ?
4. Click Next .
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64 Lesso n 4 - Cre atin g a Pro
Entering a Project Name

The name of the project is Office Building Addition. You can shorten the name to create the Project 10 .
BLDG.
• Project ID - Type a unique 10 in this field.

• Project Name - Type a new name in this field . (The Project Name field does not require a uniqu
name.)
·u _ _.. • ,_ . , . _ " ,
Figure 4-2:Select an EPS

,
~
_~
.
29
location for the new
,_ Create a Ne! _~~l~~ project.
, Project Name
I Enter the Pro./ectID and Prejec1 Name
I r;V .~ ..
I TheProlect D .i.s c~ short . unique')emifier tor your project
~.\
Proiect ID
10
Project Name
rOifice Building A ddrtion
':'C1
e "" .. , I
? ,. Cahce:.,':. ]
~
~ E'.rev ..I . !::lext ~J .~ Finleh_ ... J
I
'1J Type a Project ID and Project Name for the new project.
1. In the Project JD field, type a unique 10 for the project <BLDG>.
2. In the Project Name field, type <Office Building Addition>.
3. Click Next.
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4 - Creating a Proj ect__ _ ._._...._ . ._ ...._.._._. ... 65_
- tering Project Start and End Dates

_;;;-X1. the wizard prompts you for start and end dates. Use the calendar to select Planned Start and Mu st
_: ;j sh By date s for the proj ect. Th e Must Finish By field is not mandatory. You can assign a project Must
? ~;l i sh By date at any time during the proj ect life cyc le in the Dates tab in Project Details.
- ,1 nav igate in the calendar:
• W hen you laun ch the ca lenda r, the current month/year is displayed. To navigat e to a different year,
click the Month/Year sec tion in the ca lenda r, and then use the arro ws to scroll to the desired yea r.
• Click the desired month and date, and then click Select.
i "--..'-- B Figure 4-3: Navigate in the

Create ~ New P roject calendar to select a
- :...:...:....
Plann ed Star t date, 11
.~ :.~ r~M _start dal. ~ ~ nd mus1 11ni ~h by Ml" tor tre j:rO}eCt.
Jan-10.
~..; ~ Frr.: 'I" BJ' ¢'\t l" is the rJi".tEl~ tJ'''' I,'I't·~ ch F,i ~ pr~ acti'l'rtias:must tuueh., 11 entered, It IS used
- "'II!
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Ji!; Assign a Planned Sta rt date for the project.
1. In the Planned Start field , clic k D.

2. Use the calenda r to spec ify a Planned Start date, Il-Jan-lO.
3. Click Select to select the date.
4. Click Next .
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66 Les son 4 - Cr eatin g a Proje
Entering a Responsible Manager
The Responsible Manager, selected from the Organization Breakdown Stru cture (OBS), is the individual
responsible for the work.
The OBS is a hierarchical arrangement of an organization ' s project management stru cture, either as role s or
individuals. The OBS ca n be configured to repre sent a detailed organizational breakdown (w ith employee
nam es) or a more general fram ework where dep artments, teams, or types of responsibility are modeled in
the structure.
~L ~ Figure 4-4:Select a
g Create a New Project . ~

Responsible Manager.
IResponsible'Manager : ...:
Identity the responsible manager ,

II The responsible! manager you select V\:"ili be at the top of the organizatiOnal breakdown structu re
(OBS) f or the pro~ct .
:~,
J
· 1-;.- - -
, Res pon,s"ible Manager
-
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"EJ Select a Responsible Manager.
1. In the Responsible Manager field , click EJ.

2. Select a Responsible Manager, Tim Harris , and then click ~ to assign the selection.
3. Click Next.
- Creating a Pro j ec t 67
ect ing the Assignment Rate Type
he Assignment Rate Type for new resource assignments. The default rate type determines which
it is set on a resource ass ignment. Valu es in the Rate Typ e drop-down list refle ct rate type s defined
. .e Rate Types tab in Admin Preferences.
· n. ~ :'''''' ~ Figure 4-5:Use th e drop

down list to select a Rate
=
. :=; - _-
"
Create a Ne:w Project
-========= _ . ._ _._._- - _._-_...
•.... Type.
Assignment Rat; Type
;::'-:--:'",:.::.I€ dei autt Rete Type 'f~r. new ,~ s:s igmnents .
"
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Select an Assignment Rate Type .
1. In the Rate Type drop-down list, confi rm Commercial.
2. Click Next.
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68 ._ - - - -Les
-so-n-
4 - Creatin g a
_. Projec
Running Project Architect
Project Architect is a feature that helps you to create a project from an existing methodology or project
template. You will create the Office Buildin g Addition project anew, without the use of a methodology.
Figure 4-6:View the newl y

,..U;;y':0: Projects
ProiecllD Project r~ arne .,. ' ..... created proj ect in the
t ' Project Table.
. . . -1 . . . . . . -
Caprini Corporation ~'. ;

Alle xlnc. _ _ .. ' -I IJ~======
CD 81dg-05
ii5iEi:=r: J
:· t J ; I ; i III F i--111 lee-II
Office Building ,<:"ddilion - Creating a \,I/Co rk Breakdown Stru... ,
l:l:J Bldg-06 Office Building .il.ddition -.il.dding .il,o:tivities 0
l:l:J Bldo-07 OHice Building Addilion . Creating Relationships

o Bldg-08 Office Building.il.ddilion· Scheduling
o Bldg-03 Office Building .il.ddilico n . Assigning Constreirds
I 0 81dg-10 Office B'-Jilding Addition - Formatting Schedule Data
fl!E.l 81dg·11 Office BlJilding Addition . \~/ o r k Products and Documents
~ Bldg-1 3 Office Building Addilion -P.ssigning Roles and Resources
o 81dg-14 Office Building .il,ddiiion -.<:" nalyzing Hesources
cs Bldg-15 Office Building .<:..ddition · Optimizing the ProjectPlan
o Bldg-16 Office Building,<:" ddition - Baselining the Project Plan
o Bldg·17 Office Building l>.ddilion - Executing the Project Plan
E:I Bldg-1 8 Office Building l>.ddilion - RepOlling Performance
.~ .
•
JEJ Decline to run the Project Architect, and then complete the wizard.
1. Select No, do not run the Proj ect Architect.
2. Click Next.
3. Clic k Finish.
4. In the Home w indow Directory bar, click Projects.
5. In the Project Table, view the newly created project, BLDG - Offic e Building Addition.
Th e Office Building Addition project has been created successfully.

4 - Cre at ing a Project 69
iew: Projects Window and Editing Project Details
Proj ects window displays the projects in the EPS to which you hav e access. Click Projects in the
irec tory bar to access the Proj ects window. Project Details, arranged in tabs in the bottom layout, enables
[Q view and edit project information.
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o The Layout Options bar enables you to format data and open layouts.
8 The Project Table displays project information in spreadsheet format.
Use the horizontal split bar to hide /show more information - for exa mple, to display more of
@) Project Deta ils and less of the Proj ect Table.
e Use the vertical split bar to alter the bal ance between left and right panes of the Project s window.
o Tabs in Project Details display detailed information about a project selected in the Project Table.
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70 Lesson 4 - Creat in g a Proje
Practice : Projects Window and Editing Project Details
In this practice, you will:
• Investigate information in many of the tabs in Project Details.

• Assign a Notebook topic in the Notebook tab.
• Assign a project code in the Codes tab.
Viewing Project Details

Project Details is located in the bottom layout of the Projects window. It can be used to define the projec t
properties and defaults that are applied to the selected project.
[ pr9Jects .' ~ ...,- !I " D'"r 'i l Figure 4-7: Project Details, in the
--- ~
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bottom layout of the Projects
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information about the project
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'1J Open a layout.
1. Confirm that you are in the Projects window.
2. In the Layout Options bar, click Layout, Open.
3. In the Open Layout dialog box, select a layout, Selected Tabs, and then click Open.
4. In the Project Table, select a project, BLDG-Office Building Addition.
The [§] icon in the Projects window indicates that the project is open.
5. Verify that the General tab is selected.
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~ ",~," o n 4 - Creati ng a Pr oj ect 71
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
:-,~rc . 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.
• Status - Indicates project status based on the table below:
Project Status . ". Use Case

Project is being analyzed before moving to
Planned
permanent plan.
Active Project is currently being worked on.
Inactive Project is completed or on hold.
What-if Project is used as a test scenario.
• 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 l Ofl, The highest rank is l; the
default is lO.
• Check-out Status - Indicates whether the project is checked in or checked out.
• Checked Out By - Displays the user who 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.
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72 Les so n 4 - Creating a Proje
Dates Tab
The Dates tab enables you to edit dat e informati on for the se lected proj ect. The Planned Start and M ust
Finish By dates can be set when you create the project, or you can change them here.
Field s in the Dates tab:
• Planned Start - Planned start date of the project.

• Data Date - Used as the starting point for schedule calculati ons.
• Must Finish By - Date indicating the desired project end date.
• Finish - Non-edit abl e field indicating the late st early finish dat e calculated when the project was
last scheduled.
• Actual Start and Actual Finish - Non-editable field indic ating the actu al start and finish date s of
the project.
• Anticipated Start and Anticipated Finish - Expected dates that can be entered while planning
the project at a high level.
~D~es 1Noteboo k IDefaults I Settihgs I C6lCula110ns J '. _ ";t~ _*":' "':"'.."

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f c odes • "
is created, th e Planned
r SCheduieDates
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Pl.anned $1311 Must Finish By Anb cipsted ,Start
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JEJ View the data date.

1. Click the Dates tab.
2. In the Da ta Date field, confirm Il-Jan-IO.
? Is it possible to change th e data date in Project Details?
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- Creating a Proj ect 73
otebook Tab
-:-:..= >,,' Olebook tab enables you to write, view , or edit project notes such as the project's purpose, core
e-'?-.lire ments, or other project-specific details.
-'= .,;otebook tab is divided into two sections:
• Notebook Topic - List of topics assigned to the selected node/project. Notebook topics can also be
added to WBS elements and activiti es .
• Detail - User-defined description of the selected topic. You can use HTML editing features,
including formatting text , inserting pictures, copying, pasting, and adding hyperlinks.
- ;.
:~ .-r..r,," Iw es l ~krt ebOOf' I
Icodes IDetautt s Settings lcelculai ionsl "',
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Figure 4-9:C1ick Add to
"
assign a Notebook topic.
' ~ Topj c r;t;~ Notebook Topic selected)
._------~
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v Display: Notebook Topics
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:lW Project Rationale ~ i
~ Project Status :;;. •
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~ Use a Notebook topic to define the purpose of the project.
1. Click the Notebook tab.
2. In the Notebook Topic section, click Add.
3. In the Assign Notebook Topic dialog box, select Purpose and then click ~ to assign the topic.
4. Click ~ to close the Assign Notebook Topic dialog box.
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74 Lesson 4 - Creating a Proj e
A spellchecker is available in the Detail section of the Notebook tab. Press F 7 on your key board to acti vate
the spell checker. Press F2 to toggle the edit mode on/off.
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Figure 4-10:Click the icon
to add a hyperlink to the
Notebook topic
de scription.
C onstru ct an addition to th e existing office building,
Click lij.:..m44iiWj for details
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Cancel ..' 1
.
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5. In the Detail section, type <Construct an addition to the existing office building.>.
6. Press Enter on your keyboard.
For single spacing, press Shift-Enter.
7. Type <Click Primavera P6 for details.>.
8. Sele ct the text, Prima vera P6, and then click ~.
9. In the Typ e drop-down list in the Hyperlink dialog box , confirm http: .
10. In the URL field , type <www.oracle.com>.
11. Click OK.
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4 - Creating a Proje ct 70
odes Tab
- -' e Codes tab enables you to assign project code values to the selected project.
t codes allow you to group the projects in the EPS into specific categories, such as location or
. ion. Project codes are also useful for organizing large amounts of information and for distinguishing
.e project from anoth er. Unlimited hierarchical project codes are supported.
? Call you suggest ways that your company might use project codes?
Figure 4-11 :Click Assign

to display the Assign
Project Codes dialog box
where you can select
~ :' ii . .~ project code values.
f "~'--' O"=="-'-'=-=-==
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East
: CO W West @
. Uj NW Northwest
: ~~ SvJ Southwest
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.
.fi:, Assign a project code to the project.
1. Click the Codes tab.
2. Click Assign.
3. In the Assign Project Cod es dialog box Project Code: Project Region grouping, select a project
code value, E-East.
4. Click ~ to assign the selection.
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76 Le s son 4 - Cre at in g a Proj
Type Ahead and Search in Dialog Boxes
The Search field in dialog boxes throughout P6 Project Management offers a faster alternative to scrolling
through long lists of values:
• Search - Type in the Search field and then press Enter to search for a value.
• Type ahead - Type in the Search field and , as you type, values that match begin with the letters
you have typed are displayed in the dialog box .
Below, you will type ahead to find the project code value Comm -Commercial.
Figure 4-12:ln the Search

. ~;
25J field, type the first few

'J letters of the value you are
looking for.
:, l3I
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®
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JEJ Use type ahead to find a project code value.
1. In the Search field in the Assign Project Codes dialog box, type <co>.
You will not assign an Industry project code at this time.
2. Click ~ to close the dialog box.
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L •
esson 4 - Creat ing a Project 77
Defaults Tab
The Defaults tab is d ivid ed into two sections:
• Defaults for New Activities - Ind icates the settings that will be use d when new ac tivities are
adde d to the project. Note that changi ng these settings will not affe ct ex isting activities .
• Auto-numbering Defaults Sets how new activities will be numbered in your proj ec t.
• When the Increment Activity ID based on selected activity checkbox is marked, the prefix or
suffix of the selected activity is applied to the activity that is being added.
For the activities in the Office Bu ilding Additi on project, you w ill set the activity ID prefix to BA, and verify
tne suffix as 1000 and the increment as 10. When adding activities, the fir st acti vity ID will be numbered
BA I000, the sec ond ac tivity ID will be BA I 0 I 0, etc. Thi s numbering struc ture relates ac tivities to the
• roj ect and ca n be espe cially helpful whe n view ing activities from different pr ojects.
? How would Activity ID prefixes help when viewing activities f rom different
projects?
I' ':~ :::-~-el IDate!' INotel~OOk (odes IDefaults Isettings ICalcu lations I Figure 4-I3:Aetivity ID
~ .
-- , Prefix is a mong th e
". ' i.. v :~ ,'! . , t.::
Defa
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_ _ _ ._ _. __ ._ ; 1 default sett ings that ean be
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C....ll!ion Typ" IFlxed Units:!Time c oet Accourlt B !. defin ed in th e Defaults

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'ercei"t Compld e Type
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Calendar f3ll Standard 5 Day Workweek
/. 'u tab.
IDuration
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J.ci rvily 10 PrefIX Ac bvtty 'IO SuffIX .·In cremer tt
18'' ' -, I 1000 110 ,
r lncr ernent ActiY'ity II) bas ed on select ed activity

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JQ Set an Activity ID prefix.
1. Click the Defaults tab.
2. In the Activity ID Prefix field , type <BA> .
3. In the Ac tivity ID Suffix field , co nfirm J000 .
4. In the Increment field , confirm JO.
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78 Lesson 4 - Cre ating a Proj
Lesson Review
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 th
selected project, such as the anticipated start and finish dates.
Review Questions
1. Which tab in the Projects window would you click to change the project's Planned Start date?
a. General
b. Defaults
(C.' Dates
d. Settings
2. True orG~'~ The only way to create a project is to use the Create a New Project wizard.
3. True or;Yit'lse: When creating a project, you must specify a date by which the project will finish.
4. In which tab can you specify auto numbering of Activity 10 values?

a. Settings
(lb. Defaults
c. Dates
d. General
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Creating a Work Breakdown Structure
Lesson 5 - Creating a Work Breakdown Structure
(minutes) (minutes) (minutes) (minutes) (minutes)
15 10 20 5 50
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80 Les son 5 - Creating a Wo rk B reakdo w n St r uct ure
-- -
Objectives
After completing this lesson , you should be able to:

" Define a Work Breakdown Structure (WBS) .
® Create multiple levels of a WBS hierarchy .

on 5 - Creating a Work B reakdown Structure 81
WBS
., A hierarchical arrangement of the products and services

produced during , and by, a project.
- Element represents a deliverable, product, or service.
- Each element contains the activities needed to produce the
deliverable.
o Enables you to divide a project into logical pieces for the
purpose of planning and control.
Copyrig ht © 2009 , Oracle . All rights reserved .
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82 lesson 5 - Creati ng a Work Brea kdown Structu re
WBS
., Project is root node of WBS.

It Child/parent relationships between elements enable lower
levels to be rolled up and summarized .
/ Roo",,,." G Proj ect AI

was
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Level 2 , was.z.. . LL.::J
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WBS.l '.
Level 3 WBS.l. l WBS .1.2

son 5 - Creating a Work Breakdown St ructure 83
- - - - -,
WBS
WBS of the Office Building Addition project , which you will use
throughout this course.
Copy right © 2009 , Oracle , All rights reserved ,
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o n 5 - <?reating a V\!0rk ~reakdown Stru ct ur e 85
erview: Creating a Work reakdown Structure
~:sc the WBS window to create a Work Breakdown Structure for a project. In the Directory bar, click WBS
-- display the WBS window.
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o Click Add in the Command bar to add WBS elements to the WBS Table.
8 Specify a WBS Code and WBS Name for each new element in the WBS Table.
C) Use the General tab in WBS Details to specify a Responsible Manager for a WBS element
e Navigation arrows in the Command bar enable you to indent or outdent selected WBS elements
and modify the overall WBS structure.
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86 Les son 5 - Creat ing a Wo rk Breakdown St r uctu re
Pract ice: Creating a Work Breakdown Structure
In this practice, you will :
• U se the WBS window to add elements to the Work Breakdown Structure of the Office Buildin g
Addition project.
• Use WBS Details to assign a Responsible Manager to new elements of the WBS.
• Use navigation alTOWS in the Command bar to reorganize the WBS.
Viewing WBS Elements

When a project is created, a root-level WBS element is created. The WBS Code is the same as the Proj ect
ID; the WBS Name is the sam e as the Project Name.
" «J it \y Figure 5-J :Bldg-05 is the

Work Breakdown Structure ' : ~ ' Be:ck f rJ! "' ; : ~l d Home HolD
root level of the WBS.
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IOttlce BUilding Addition - Cresting a (iI/arkBreakdown S1ructure
Responsible Manager
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Ant icipated Finish
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Tim Harris
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~ View the WBS root element for the project.
1. In the Projects window, select a project in the Project Table, Bldg-05 - Office Building Addition
Creating a Work Breakdown Structure.
2. Right-click the project, and in the drop-down menu , click Open Project.
3. In the Directory bar, click WBS.
4. In WBS Details, click the General tab.
,~.
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_= 50n 5 - Creating a Work Breakdown Stru ct u re 87
Creating the was Hierarchy

. "BS elements added to the root level element are automatically indented to form the second level of the
rcby. The WBS code for each WBS element contains the cod e of its parent clement. WBS codes are
hanu meric - they can consist of numb ers , text, or both .
.:
(~ ,: ~
If parent's WBS Code is WBS Codes of its children are
WBS WBS .! , WBS.2
WBS .l WBS .!.!, WBS.l .2
BLDG BLDG .EX-FINISH, BLDG.INT-FINISH
BLDG.INT-FINISH BLDG .INT-FINISH.PAINT, BLD G.INT-FINI SH.FIXTURES
Figure 5-2:Click Add to

Work BreakdownStructure '"
- -- ..,-
. _ .. ~~t.. : . ,.... .... . ' t. _.._-~-'-----'--_. add a WBS clement.
~ ~ 'cg .Ga &. ~ ~ rill f§ ~ ~ ~
. 3')'Q<.t I'l<BS . .. to Add J

-es eoc;" =' Vves Neme ..
=c ~ ' k>;·05 Ilffice BuildingAdditlon Creating II Work Breakdown S

- ' ,. Bldg-lJ5.D&E 1mB'ijWilrl§§ii.i.
. 1 I
"' ~- Cod::
f ·'·E
: ':..:r..:$
i '~~"'"
Add a WBS element.
1. In the Command bar, click Add.
2. In the WBS Code column, type <D&E>, and then press Tab on your keyboard.
3. In the WBS N ame column, type <Design and Engineering>.
4. On your keyboard, press Enter.
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88 Lesson 5 - C reating a Work Breakdown St ru ct ure
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 ord er, you can use the na vigation arrows in
the Command bar to adjust the structure of the WBS hierarchy.
? What happens to the activities assigned to a WBS element when the element is
moved or deleted?
'!W6tk~B;;akdo~ :St~re ,. 4 ,. 1it l' CV Figure 5-3:Use the

B~ck ~':: ~.~: "9i!' ~ ; Home . Dtr , Jt" , , Help navigation arrows to
I" ~ ~ ~ ~ &. ~ "§l' E!lll§l ~ ~ . ~ "" indent or outdent selected
~:±:.. .. ~:: ~ :"..fi:::.::': :-:"=-:::::.__ - .....' -' : .~ ::"'::'::" ~ -'~~ -=::: ::=:: ::~..:::'..:.... . ~ .... -:",,--= ~: :::::: : :. : _ . -~ '~
.' ";' ." --~
. " , .... f
q:.
!i
' L oyout: wes
""as Cooe . J VIoBS I<&me " "i '(;' \,2610-' I Febr<larY
. 201 0 ··r----·
Mal :
.
-
CJ
X -~=~
i
i>.dd
.-
elem ents within the WBS .
'I _ ,... "I . . . . .. .. j 10.117 124 131 1071 141 21 128 I 07 ~-=;J~~-)
1i 5 ·..·.il Bldg·05 Of/Ice Burldlng P:dd' t,~n . Creatinga \/.fork Br ea k~ 'i Cut t
tj' }.. ~ Bldg·Q5.D&E Desion and En~meellng l ;1 -----··-·-~·----r
I! f : I' I . - ';mammmW,rsaml:Mm"f I ~
, ••...,.-,"'_
Copy ;
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II ." [', '.1" !
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qe n~ral
!G~;~I - __ '" ._.. ~. - -."-- ------ .,~ JL~nti c iP~~~:~~_ _ 1

if i Stb~
I:
"....eSCode '...."B S Narne AntICipated
' . 1Mech anic als IMechaniCalJE lectr ic~1 Sy st ems .r ::J
Stotus 'I ! Res pons ible "'-'
/I.>t=tnA ~ ~·
.,J. A nt;c;pol ed F;n;lh -, ~ ;, '\
JActive :::J 'fITB Meg r o ey
::J i I .=J
fl ~.;..-
- ...
:~
~ ----" =.. ~""" " . ....""~~ _.'
JEJ Add a 'VBS element.
1. Confirm that the WBS element, Design and Engin eering, is selected.
3. In the WBS Code column, type <Mechanicals>, and then press Tab.
4. In the WBS Name column, type <Mechanical/Electrical Systems>, and then press Enter.
5. In the Responsible Manager field in the General tab in WBS Details, click D.
6. In the Select a Responsible Manager dialog box, select Meg Foley, and then click~.
7. In the Command bar, click [J to outdent the Mechanicals WBS element.
L~so n 5 - Crea ting a Wo rk Breakd own Structure 89
. _-.:: "child" WBS inherits attributes from the "parent" WBS. This is illustrated below where the WBS
e.eme nt you create, Elevator, inherits the Responsible Man ager of its parent, Mechanical/Ele ctrical
iems .
t. 1tt lP 0) Figure 5-4:The WBS

ork Breakdown Structure &",CK Fry..--('u rd HOl1'le Dir . tietr'
element, Elevator, is
; ?. 1<Cd £ ~ §!l'rllI l§] ~q !: created as a child of the
----:--- .. ~- ---
es- 3'fO.L . ~ ._.- - ..

::..~
=U;-US
- · 'V'.,IB $ I ·J f.l r~
Office BlII/ding .4ddl ~ ion -Cleating.aw ork

'
X
D
•,",-
-
.J(,
Add
Delete
CUI
. I
.J.;
WBS element,
Me chanicals, a nd inherits
the parent's Responsible
Sidg·05.D&E Design and En gineefing Manager assignment.
8'do)-05.Mechemcela
L,*, Bidg{JS Mec:horOc::alsU t.
Mech anic al/E lec trical Systems ~ _ :.o.~:__J
;~ . ;""1 -!
~ +'-;--j • i
_._'_;-'.~' -: : ~ _ _ A"
i Anticipated Dates . J
Anticipated Stert
'. j
Add a WBS element.
1. Confirm that the WBS element, Mechanical/Electrical Systems, is selected.
2. In the Command bar, clic k Add.
3. In the WBS Code column, type <Lifts>, and then press Tab on your keyboard.
4. In the WBS Name column, type <E levator >, and then press Enter.
? Is it possible to make a WBS element the child of a different parent?
~ -,-
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:"" ~ ':i:~: •..•~ r s:
n. ~ .-
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<;Ip'l:..·~· •• -i.-'llJ.-'-. _ -•. <1 ~.

_ ~_ -- •• ,a~ ( . 1;~' .-.-.- _~: ._.- ... - -:-1 ~~~
90 Lesson 5 - Creati ng a Work B reakdown Stru ct ure
You can specify the level that WBS elements group to by right-clicking in the WBS window and choosing
Collapse To. Right-click in the WBS window, and then click Expand All or Collapse All to expand or
collapse elements of the WBS.
~ [o llapse to .:'1;< Figure 5-5:Right-c1ick in

.d.QJ29
the WBS window to display
- 0? ~~{- ,1 the Collapse to dialog box.
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Apply IIiI
I
. ."!'Ii<' .'t:
., '~. ".
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'1J Add the next WBS element.
1. Select a WBS element, Mechanicals .
3. In the WBS Code column, type <HVAC>, and then press Tab on your keyboard.
4. In the WBS Nam e column, type <HVAC>, and then press Enter.
5. Right-click in the WBS window and select Collaps e To.
6. In the Collapse Grouping Bands To drop-down list, select WBS Levell , and then click OK.
Note that only the root level of the WBS is displayed.
7. Right-click in the WBS window and select Collapse To.
8. In the Collaps e Grouping Bands To drop-down list , select WBS Level 3, and then click OK to
restore the WBS to its expanded form.
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on 5 - Cre ati ng a Wo rk B re akdow n Structure 91
sson Review
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 to produce the deliverables for each WBS element.
• Create the WBS in the Work Breakdown Structure window.
• New elements are automatically indented under the selected parent element.
• You can also use the navigation arrows to indent/outdent and to otherwise rearrange the WBS
elements.
Review Questions
1. ( ~r False: When you create a new project, the root level of the WBS is created with the same
name as the project.
~- .........
2. True or~~ When you add a new WBS element it is automatically added at the same level as
the highlighted WBS element.
3. @ or False: Navigation arrows can be used to adjust the structure of the WBS hierarchy.
.J ~.
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92 Les so n 5 - C reat ing a W o rk B reak d own St ruct ure
Workshop : Creating a Work Breakdown Structure
Background
Here is a graphic representation of the full WBS for the Office Building Addition project, which you have
already started building in this lesson.
Objectives \
1. Add the elements listed in the table below to complete the WBS.
2. Use the navigation arrows to arrange the elements to conform to the graphic above.
,
. " WBSNaffie
,J!. .
r'r'W BS Code
'.
W~S Parent , ~
Responsible
. .. -,
., ,. Manager
Foundation Found Bldg-05 Tim Harris
Structure Structure Bldg-05 Tim Harris
Exterior Finishes Ex-Finish Bldg-05 Tim Harris
Interior Finishes lnt-Finish Bldg-05 Tim Harris
Plumbing and Electrical Systems Bldg-05 .Mcchanicals Meg Foley
Brick Brick Bldg-05.Ex-Finish Tim Harris
Roof Roof Bldg-05.Ex-Finish Tim Harris
Door s and Windows Windows Bldg-05.Ex-Finish Tim Harris
Plumbing and Lighting Fixtures Fixtures Bldg-05.lnt-Finish Tim Harris
Floor and Carpet Coverings Bldg-05.lnt-Finish Tim Harris
Carpentry Carp Bldg-05.lnt-Finish Tim Harris
Paint · Paint Bldg-05.lnt-Finish Tim Harris
.....
-\ ,- ...~..o .
-~
~
..
''' ;J •.
'i''' ~;, ... .,.• .• ~~~. <!~~ ~- ... < . ,'-,' _'~', ,- ,. ,_, ~.r _ '
- Creating a Wo rk Breakdown Struct ure 93
shop Results
_ ~BS
Figure 5-6:The WBS with
~
. ,: .>;:
;>< the four additional second
level elements added.
Exterior Finishes
Structure
BIdg-05.Found Foundation
Idg-D5_D&E Design and Engineering
Bldg-D5.Mechenicels Mechenical/Electrical Svsterns
"'''-eM: V'0J8S Figure 5-7:The third-level

l3SCode ",,\ .,"
children of the Interior
c Finishes element have been
added.
BIdg-05.1 nt-Finish, Fixtures Plumbing andLighting Fixtures

BIdg-05.1 nt-Finish,Coverings Floor and Carpet
BIdg-D5.1 nt-Fioish.Eerp Carpentr ~1
BIdrJ-D5.1nt-Finish.Paint Paint
BIdg-05.E:-:-Finish Exterior Finishes
BIdg-D5.Structure Structure
BIdg-D5.Found Foundation
Bldg-05.D&E Design and Engineering
BIdg-D5. Mechenicels Mechenicel/E lectricsl Systems
~. --., ~""~
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".
.., ..~
" = '. ,
{:I ~ _~~-:: '!;.~ :~_ . • _

'1 ......... . • e , .... .
••.
94 Les s o n 5 - Creating a W o rk Breakdown St ructu re
Figure 5-8:The third-level

__~ !:.~~o~~\f\,IB~ ..... . . ~.--.- ....-..- --.- - ----- --..- -- . --.- - - ...- - . I
'!',,~S Code ~'\IBS Name children of the Ext erior
"",',
Finishes element have also
13 Sl Bldg·05 OUice Building Addition . Creating a V./ork Breakdown Structure been added.
It] IIJ Bldg·05.lnt·Finish Interior Finishes
BigGer
Bldg-05. Ex-Finish.Brick Brick
Bldg·05.E :~·Fin ish . Hool Roof
BIdg·05. E;·;-Finish.'v.findo\·\'s Doors and \Alindo'Ns
::1tl ucfUTl:i
Foundation
Bldg-05.D&E Design andEngineering
,1, IiiIiL BIdg-05_tvi echanicel s Mechanical/Electrical ~;}' st ems
t±!"'W
.. layout \NBS Figure 5-9:The completed

,'l\I8S Code WBS rearranged to
conform to th e graphical
1.,rm :mem-mGnii.iiUm i!,t.A ?lit11:mmli t,w
"a.'nn;m representation.
Bldg-05 D&E Design andEngineering
r '~ Bldg·05.Found Foundation
. ~ Bldg-05Structure Structure
r3 ~ Bldg-05_M echani':'''1s Mechanic'''IiElectrical Systems
t ~ BIdg-05 Mec henicsls.Lifts Elevator
:. ~ Bldg·05.t·. 1echenicels HVAC HV.t..C
. ['!Ii Bldg-05.Mechanicals.S}'stems Plumbing and Electrical
a - ~ Bldg05.Ex-Finish Exterior Finishes
:.iiiII Bldg-05.(,;·Finish. Brick Brick
\ ~ B ldg-05 .E~;·F in i sh.R oof Roof
. .. . Bldg-Ci5.Ex-Finish_\l/indov\'s Doors and'w'indows
G~ Bklg-05.ln!·Finish Interior Finishes
_ Bldg-05.lnt-Finish_Fixtures Plumbing andLightingFixtures
~ Bldg-05.lnt-Finish.coverings Floor and Carpet
BIdg-05.1 nt-Finish.Carp Cerpentty
BIdg-05.1 nt-Finish.Peint Paint
~.
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Adding Activities
Copyright © 2009, Oracle. All rights reserv ed
Lesson 6 - Adding Activities
Lectur e Time Demo Time Practice Time Interac tive Time Lesson Total
(mi nutes) (mi nutes) (mi n utes) (m inutes) (mi nu tes)
15 15 45 5 80
96 Lesson 6 - A d di ng Activiti es
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.
--
'1~
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p'~,j. ,
- ~ dd ing A ct ivi ties 97
Activities
• Fundamental work element of a project.

- Also known as a task , item , event, or work package.
fO Lowest level of a WBS.
Most detailed work unit tracked in the project schedule.
Contains all information about the work to be performed.
- , Smallest subdivision of work that directly concerns project
manager.
Copyright © 20 09, Orac le, All rights reserved,
- _.
~ ---
'...,. -, ' :-!':-~'. ( ~f
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98 Le sson 6 - Adding Act ivities
Activity Components '

~' - ' - r ( " '-- '
~
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. pens~ t\ w~~--~
R::~~~ e ~ ~J / l OBS &
Activity 10 &
Assignments - " " ' - ./ De scription
co:=~~ ~')<: 5\1.~ ~~<I.>l r/ //I

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....---''\.c _ \~~A
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Optional
Components
St eps . C--, '"
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Components
Notebookl ) \ .
Fe edback ;;
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~/~ ~ "--._--~' _~ .J
~
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.
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~
6 - Addi ng A ctivit ies 99
Activity Type
• Controls how activity's dates are calculated.

.. Depends on the activity's function in the project and the
calendar used for the activity during scheduling.
Q P6 Project Management supports six activity types:
- Start Milestone
- Finish Milestone
- Task Dependent
- Resource Dependent
- Level of Effort
- WBS Summary
Copyright © 2009, Ora cle. All rights reserved.

100 Lesson 6 - Addi ng Activ it ies
Start Milestone
" Used to mark the beginning of a project

phase or to communicate project
deliverables.
" Has zero duration.
.. Has a Start date only.
• Constraints, steps , expenses , work
products, and documents can be
assigned.
" Roles cannot be assigned.
" Resources cannot be assigned except
for the Primary Resource.
Copyright © 2009, Oracle . All right s reserved.
~ - \
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.... "; "

Primavera P6 REFERENCE BOOK P6

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Project Management in Primavera

Reproduction of th is mat erial is prohibited by

Lesson 1 - Project Management Life Cycle

Initiating Process Group

Planning Proces s Group

Executing Proces s Group 7

Co ntro lling Process Group 8

Closing Pro cess Group 9

Lesson 2 - Understanding Data in P6 11

Client Appli cations 14

Enterprise Proje ct Structure 17

EPS and Security 21

Organizational Breakdown Structure (OBS) 22

Enterprise Data and Project-Specific Data 24

Enterprise and Proj ect-Specific Dat a 27

Lesson 3 - Navigation and Layouts 29

Opening an Existing Acti vity Layout

Activity Usage Spreadsheet

Lesson 4 - Creating a Project

Creating a Proj ect. 58

Creating a Proj ect with the Create a New Project Wizard 62

Entering a Proj ect Nam e 64

Entering Proj ect Start and End Dates 65

Entering a Responsible M anager 66

Selecting the A ssignment Rate Type 67

Running Proj ect Arc hitec t. 68

Viewing Proj ect Details 70

Type Ahead an d Sea rch in Dialog Boxes 76

Lesson 5 - Creating a Work Breakdown Structure 79

Definition of Work Breakdown Structure 8 1

Viewing WBS Elements 86

Creating the WBS Hierarchy 87

Lesson 6 - Adding Activities 95

Definition of Acti vity 97

Sta rt M ileston e 100

Finish Mil eston e

Task Dep endent 10_

How A ctivity Type Affects Dates

WBS Sum mary

Acti vity Codes

Calendar Assi gnments

Launching the Wiz ard

Namin g the Activity and Specifying a WBS

Assigning Acti vity Typ e

Compl etin g the New Activity W izard

Adding an Activity via Acti vity Details

Status Tab 122

Noteb ook Tab 123

Adding Acti vity Information v ia Columns 124

Adding Steps to an Acti vity 127

- Using Step Templates 128

Activity Codes 129

Assigning Acti vity Codes 130

Assigning Acti vity Cod es to Multiple Acti vities 131

Streamlined Process to Add Activity Code Values 132

- Calendar A ssignments 134

Calendar Types 134

Assigning Calendars 135

Lesson 7 - Creating Relationships 139

Network L ogic Diagram '" 141

Precedence Diagramming Method 142

Relationship T ype s 143

Finish to Start (FS ) 144

"':;' _" 7 ·:.r ~. ~ _'. .';" .