Using the Leveling Functionality in Primavera P6 Printer-Friendly Version  

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      Earned Value & Change Management Deficiencies When Reporting From Resource Assignments View Printer-Friendly Version  

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      Primavera P6 EPPM User Interface Views Printer-Friendly Version  

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      Retained Logic and Progress Override in Primavera P6 Printer-Friendly Version  

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      Primavera P6 Release 8.4 Highlights Printer-Friendly Version  

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      The Role of a Primavera P6 Administrator Printer-Friendly Version  

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      Managing Chaos in a Primavera P6 Production Environment Printer-Friendly Version  

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      Managing POB on Offshore Platforms Printer-Friendly Version  

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      Utilizing Multiple Methods to Remove Logic in Primavera P6 Printer-Friendly Version  

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      Managing Lag Utilizing a Time Delay Activity in P6 Printer-Friendly Version  

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      Moving Data From SAP to Primavera
      Level of Effort and Duration Type
      Plan The Plan
      Filter Activities Within a Specific Timeframe Printer-Friendly Version  

Goal:  How to filter for activities within a specific timeframe.

 

 

To filter for activities within a specific timeframe, create the following filter:

 

For this example the timeframe is August 28, 2005 through September 3, 2005. When creating your filter, substitute the appropriate dates as necessary.

 

1. Create a new filter by choosing View, Filters and clicking on New.

2. Enter the following selection criteria:

Where Start is less than or equals <your Finish date>

Where Finish is greater than or equals <your Start date>
   

www.tepc

 

(281) 428-3726

What this filter will return:

Activities that have ANY time scheduled during the specified timeframe.

It may give activities that are in progress if they are scheduled on the specified date

 

 

 

What this filter will not return:

Activities that FINISH before 28AUG05 or START after 03SEP05.

Note: If you do not see the "Time" in your Value fields, choose Edit, User Preferences, Dates Tab, Time Section and select either the 12 or 24 hour time format.

      Copy a WBS Structure Into a New Project Printer-Friendly Version  

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Goal:  How to copy the WBS structure from an existing project into a new project.

 

There are two ways to copy the WBS information from one project to another.

 

 

Project that has the WBS structure already in the database

 

1. Open both projects and choose Project, WBS.

2. Go to View, Group and Sort By. Choose Default.

3. Highlight the WBS structure to copy. Right-click and choose Copy.

4. Click on the project to copy the WBS into and right-click and choose Paste.

5. Uncheck all the boxes in the Copy WBS Options box (unless you want to copy assignments over also).
                                               

6. Click OK.

 

 

Project that has the WBS structure, but is not in the database

 

This procedure assumes you have an XER of the project to copy the WBS structure from.

 

 

1. Open the project that is going to receive the WBS structure.

2. Choose File, Import.

3. Follow the prompts until you reach the Import Project Options:

a. At this stage of the import, choose "Update Existing Project" and also choose the correct project in the "Import To" section.

b. Click Next.

c. Click Yes if you receive a message about the Unique Internal Identifier not matching.

4. The next screen should appear:

a. Click on "Add".

b. Enter a name for the new configuration.

c. Click on Modify.

5. The Modify Import Configuration dialog should appear:
                                               

a. This screen will allow you to choose what Data Items you can import from the XER into the project. Click on the "Keep Existing" and change them to "Do Not Import" for all of the items you do not want to import.

b. Ensure that Projects and WBS are changed to Insert New and click OK.

6. The following window will appear:
                                               

a. You will have to click in the "Use" column for the WBS Only configuration to be changed to "Yes".

b. Click Next.

7. Click Finish.

      Copying Activities to Another Project While Maintaining WBS Structure Printer-Friendly Version  

Goal:  How to copy activities to another project while maintaining their WBS structure in the new schedule.

 

 

 

1. Open both the source and destination projects.

2. Select, Project, WBS

3. Highlight the WBS level(s) which contain the activities and lower WBS levels which are to be copied to the second project.

4. Select, Edit, Copy.

5. Move the cursor to the desired WBS location within the destination project.

6. Select, Edit, Paste.

7. The following screen with the 'Copy WBS Options' will be displayed:
                                               

8. Ensure that 'Activities' is ticked and hit 'OK'

9. A second 'Copy Activity Options' screen will appear:
                                               

10. Select the relevant options as needed.

 

 

 

 

The WBS structure and the associated activities will be pasted into the new project.

 

 

      Using Time Delays to Manage Your Work
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      Retained Logic vs. Progress Override
      Utilizing a Start to Finish Relationship
      Hot Keys and Icon Definitions for Project Management Printer-Friendly Version  

Goal:  Hot Keys & Icons for Project Management

 

ALT – F: File Menu

ALT – N: New… or Crtl+N

ALT – O: Open… or Crtl+O

ALT – S: Close All or Crtl+W

ALT – L: Login as a Different User…

ALT – U: Page Setup…

ALT – V: Print Preview

ALT – P: Print… or Ctrl+P

ALT – A: Project Architect…

ALT – I: Import…

ALT – E: Export…

ALT – H: Check In…

ALT – K: Check Out…

ALT – T: Import from Expedition

ALT – C: Select Project Portfolio…

ALT – M: Commit Chang

ALT – R: Refresh Data or <F5>

ALT – 1, 2, 3 or 4: Each number will correspond to the last four projects that were

            Opened.  

ALT – X: Exit

ALT – E: Edit Menu

ALT – U: Cut or Crtl+X

ALT – C: Copy or Crtl+C

ALT – P: Paste or Crtl+V

ALT – A: Add or <Ins>

ALT – D: Delete or <Del>

ALT – O: Dissolve

ALT – I: Assign

ALT – R: Resources…

ALT – L: Resources by Role…

ALT – O: Roles…

ALT – C: Activity Codes…

ALT – P: Predecessors…

ALT – S: Successors…

ALT – K: Link Activities

ALT – W: Fill Down or Crtl+E

ALT – L: Select All or Crtl+A

ALT – F: Find… or Crtl+F

ALT – N: Find Next or <F3>

ALT – R: Replace or Crtl+R

ALT – S: Spell Check… or <F7>

ALT – M: Project Management Sam…

ALT – E: User Preferences…

 

 

 

 

ALT – V: View Menu

ALT – O: Layout

ALT – B: Bars…

ALT – L: Columns…

ALT – M: Timescale…

ALT – T: Attachments

ALT – C: Curtain

ALT – T: Text

ALT – A: Activity Network

ALT – N: Activity Network Options…

ALT – P: Open Network Positions…

ALT – E: Save Network Positions…

ALT – Y: Bottom Layout Options…

ALT – F: Filters

ALT – G: Group and Sort…

ALT – W: Show on Top

ALT – A: Activity Table

ALT – G: Gantt Chart

ALT – U: Activity Usage Spreadsheet

ALT – C: Activity Network

ALT – H: Show on Bottom

ALT – N: No Bottom Layout

ALT – D: Activity Details

ALT – A: Activity Table

ALT – G: Gantt Chart

ALT – U: Activity Usage Spreadsheet

ALT – S: Resource Usage Spreadsheet

ALT – P: Activity Usage Profile

ALT – R: Resource Usage Profile

ALT – T: Trace Logic

ALT – I: Hint Help

ALT – E: Expand All

ALT – C: Collapse All

ALT – R: Toolbars

ALT – V: Navigation Bar

ALT – G: Navigation Bar Button Text

ALT – D: Directory

ALT – T: Directory Button Text

ALT – C: Command Bar Button Text

ALT – A: Activity Toolbar

ALT – S: Status Bar

ALT – K: Back

ALT – D: Forward

No Associated Hotkey: Home

 

 

 

 

ALT – P: Project Menu

ALT – A: Activities

ALT – S: Resource Assignments

ALT – W: WBS

ALT – B: Baselines…

ALT – E: Expenses

ALT – D: Work Products and Documents

ALT – T: Thresholds

ALT – I: Issues

ALT – R: Risks

ALT – P: Set Default Project…

 

 

 

ALT – N: Enterprise Menu

ALT – P: Projects

ALT – N: Enterprise project Structure…

ALT – C: Tracking

ALT – F: Resources

ALT – O: Roles…

ALT – B: OBS…

ALT – S: Resource Codes…

ALT – J: Project Codes…

ALT – T: Activity Codes…

ALT – L: Calendars…

ALT – H: Resource Shifts…

ALT – A: Cost Accounts…

ALT – D: Funding Sources…

ALT – U: Resource Curves

ALT – N: External Applications…

 

 

 

ALT – T: Tools Menu

ALT – T: Time Approval…

ALT – E: Top Down Estimation…

ALT – A: Apply Actuals…

ALT – S: Schedule or <F9>

ALT – L: Level Resources… or <Shift>+<F9>

ALT – Z: Summarize

ALT – O: Open All Projects

ALT – A: All Projects

ALT – S: Summary Only Projects

ALT – J: Job Services…

ALT – O: Period Closeout

ALT – G: Global Change…

ALT – M: Monitor Thresholds…

ALT – I: Issue Navigator…

ALT – R: Reports

ALT – R: Reports

ALT – G: Report Groups…

ALT – B: Batch Reports…

ALT – W: Report Wizard…

ALT – P: Publish

ALT – P: Project Web Site…

ALT – A: Activity Layouts…

ALT – T: Tracking Layouts…

ALT – C: Check Project Integrity…

ALT – U: Recalculate Resource Costs…

ALT – N: Set Language…

 

 

 

 

ALT – A: Admin Menu

ALT – U: Users…

ALT – S: Security Profiles…

ALT – N: Admin Preferences…

ALT – C: Admin Categories…

ALT – R: Currencies…

ALT – T: Timesheet Dates…

 

 

 

ALT – H: Help Menu

ALT – C: Contents…

ALT – A: About Project Manager…

ALT – B: Suggestion Box!...

 

 

 

Icon Definitions:


The following boxes work with the Project & Activity data in the top view.

……..Project Table – Removes the vertical split bar, which eliminates the

                                     Gantt chart.

…….Gantt Chart – Replaces the vertical split bar, and shows Gantt chart.

 

…….Chart View – Shows box relationship and removes the vertical split

                                 bar.

…….Show/Hide Bottom Layout – Show and removes working tabs on

                                                         the bottom.

…….Bars – Bar editing for the Gantt view.

 

……..Columns – Edit columns by adding, removing, sizing and control

                               information provided in the column header.

…….Timescale – Edit the timescale view

 

……Filter – Select specific information. Enable you to narrow you selection

                        to a specific data group. Primavera supplies standard filters.

 

…….Group & Sort – Grouping activities or projects in categories that share

                                    a common attribute. Sort arranges activities, resources or projects                                                                        

                                    with a group.

*…….Project Code – Group multiple projects with identified code fields.

 

…….Resource Codes – Used to categorize project resources by code

                                         classifications for role up reporting.

….Roles – Roles in which a resource can reside

 

 

The following boxes work with the Activity data in the top view.

..........Schedule – Updates progress or reschedules the project immediately

                                according to new information entered. Also run by pressing F9.

..........Level Resources – Automatic process that changes the start of certain

                                            activities.

……...Progress Spotlight – Highlights activities that should have been

                                               worked on during a specific time period.

….Zoom in & Out – Works in the Activities window with the Gantt chart.

 

……..Resources by Role - All resources assigned to a specific role.

*……..Predecessor…Before

 

…….Successor….After

 

*……Activity Codes – Sort and Group activities by activity codes

 

….Steps – Add weighted steps within a specific activity.

.......Work Products & Documents – Links to stored file pictures or

                                                           documents for activities.

…..Expenses – Non resource cost associated with a project and assigned

                              to activities.

…..Thresholds – Parameters assigned to a WBS element which monitors

                                the project and generates issues.

…...Issues – Identity’s problem within a schedule that must be addressed

                        before the project can be complete.

…...Risk – Identify risk by name, status, type, priority level, and date it

                     was identified.

At the top, Choose……….View – Select the following

….Table, Font, and Rows – Edits row height and fonts

 

 

At the top, Choose…..Enterprise – Edits Global information

……Projects – Goes to the Project window.

……Enterprise Project Structure – Opens the EPS Editing box

…...Tracking – Used for resource analysis, histograms and profiles.

…….Portfolio – Selected group of projects that are added to a custom

                             profile.

……Calendars – Assigned to all activities in a project.

…….Activity Steps Template - Templates created to be used across

                                                   multiple projects.

……Cost Accounts – Track activity cost and earn value through project life

                                      cycle.

……Resource Curves – How you want distribution of cost or units spread

                                         over the duration of an activity.

 

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