Characteristics of professional in professional ethics
Primavera P6 Notes for Beginners
1. PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
1
Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
Sl.No Description of Content Page No.
1 Start of Project 2
2 Creating EPS and OBS 2
3 Define a New Activity 2
4 Calendar 2
5 Scheduling of a project 3
6 Budgeting and Costing 4
7 How to Change a Currency 5
8 Material Unit Definition 5
9 Units and Abbreviations 5
10 Assigning of labor 6
11 Presentation of Cost Details 6
12 Printing 6
13 Filters 7
14 Milestone 7
15 Entry of Non-Uniform Resource 7
16 Baseline 7
17 Import and Export 7
18 Layout 8
19 Gantt Chart Area 9
20 To Add a new Field 9
21 Reflections during Changes 10
22 Note Book 10
23 Project Risk 11
24 Other Basic Details 11
2. PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
2
Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
1. Start of a Project
First of all, before start of any project,
File
Close All
How to add a new project
Look at Right side “add” option/click that option, you will have a new project window
2. Creating EPS and OBS
EPS-Departments
Next
Enter the Project ID and Project Name
Project Start and End Dates (Don’t enter the finish date during first entry)
Select Projectright clickopen project
Project
WBS
If you want to see the details of an activity at the bottom side,then
ViewShow on BottomActivity Details
Whenever you open the Activities Screen, WBS Will be there. We have to open the “WBS”
WBS
Then Project Activities
3. Define new Activity
Don’t put any Activity ID (It will automatically assign ID)
If your activities are not shown, then Click LayoutOpen Click “NO”Click 2 weeks
Look Ahead Open
3. PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
3
Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
Duration:
Original duration is plan duration. When activities are changing
Click “Activity ID”Then you will come to Know
To change the duration of the activity “double click” the duration and change.
Relationships:
Select the activity
Predecessor (Bottom Side)
AssignDouble Click
Then don’t close the window.
Just Click the activity and double click on the right side of “predecessors”
4. Calendar:
EnterpriseCalendarSelect the Days and Click Non work, Leave etc.,
Work Week-Hours can be mentioned. If you enter “0”, it will be a non-work.
Enterprise Enterprise Structure Create a new enterprise structure (EPS) Create Sub title.
EnterpriseOBSAdd the Organizational Breakdown Structure.
If you want to change the start date of project then enterpriseProjectsDates you can change
the Date
If you want to change the calendar under “defaults” you can change the calendar.
If you want to insert a Calendar
5. Scheduling of a project
To schedule a project
Tools
Schedule
Schedule (In Screen)
.
Whenever you change in ‘activity’, duration, predecessor, you have to click again and again
“Schedule” in each change of above
4. PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
4
Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
Whenever you feel nothing is showing in screen
View
Filters
Select All Activities
Note:
Bar chart optionsShow relationships
TimescaleYou can change the 2 levels also
6. Budgeting and Costing
EnterpriseResources Units & prices
Assigning of Resource in the following categories to be followed in Primavera
Manpower - Labor
Machines - Non Labor
Materials - Materials
Management Personnel is not to be entered in Resource
Lead and Lag to be adjusted
Negative Number is “Lead”
Positive Number is “Lag”
There is only In “Lag” Column. So we can use lead and lag
Activities:
Four types of predecessor are as below
Finish to Start, Finish to Finish, Start to Start, Start to Finish
5. PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
5
Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
7. How to change the Currency
Admin
Currency
Add Currency
Edit
User preferences
Select Currency
EditUser PreferencesSelect CurrencyCheck Decimal Units
8. Material Unit Definition
Admin
Admin Categories
Units of measure
Add new units
9. Unit Abbreviations
Short name Full name
Cu.M Cubic Meter
GL Gallons
M Meter
Ton 1000 Kg
6. PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
6
Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
10. Assigning of labor
If you want to assign multiple labor, then you can do it in two ways as follows
Addition Method Labor-Labor-Labor-Labor-Labor
Change of unit- 8 Hrs /Day x Multiple of 5 Times 40 Hrs/Day
Suppose if rate is changing for some resource like labor rate is changing from Jan-2018 then
Select Resource Add (Bottom side) Change the price from the effective date
Suppose you assigned some rate like: Electrician 12 SAR/Hr. Later you found that rate is 18 SAR/Hr.
You change the rate in Resource then
Tools
Recalculate Assignment Costs
Recalculate
11. Presentation of Cost Details
You have to create a column as below
Budgeted Labor Cost
Budgeted Material Cost
Budgeted Non-Labor Cost
Budgeted Total Cost
So we have activities wise cost, WBS Wise and Total Project also.
12. Printing
FilePrint PreviewFit to (Options What data you need)
If you want to print for selected period then select
Custom dateselect the datePrint
To print in Pdf
FilePrintPdfSave as Pdf
7. PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
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Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
13. FiltersView Filters
(Critical Path—Longest Duration of the Activity)
To create a new filter
Enter filter name
Where Condition is “equals or more than 10”
Click “Ok”,
Click “Apply”
Then you can see the activities which are more than 10 days.
14. Milestone
Define Milestone Activities
General TabSelect Milestone Start or Finish
Add Predecessors also
Then go for “Schedule”
If you do any change in Relationship, new activity addition, you have to reschedule it. Then only it
will be shown in the effected project.
22. If you want to change the activity in between two activities enter the next activity ID after the
Activity ID. Then it will create next activity.
15. Entry of Non-Uniform Resource
If you want to enter non-uniform resources
EnterpriseResource Curvesallows you to control non-uniform resources.
(ViewShow on BottomResource Allocation Sheet)
ViewExpand All
Collapse All
Collapse to—WBS1
16. Baseline
Baseline schedule is the approved schedule by the management after the discussion with all the
interrelated and intra departments. This Baseline Schedule is done after round of Discussion
PM-Always go with Max.Duration/Max Resources
But Management always try to squeeze the project schedule.
We can do “Re- baseline” if required.
8. PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
8
Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
ProjectMaintain Baseline AddOk
ProjectAssign Baseline
In Project Baseline Select the Project-B1
Then
In USER Baseline
Click “ok”
You can see yellow line in Bar Chart.
17. Import and Export:
“Export” and “Checkout” are almost same.
Fileexport
Primavera pm/mm-(xer)-Both primavera software installed.
Xml - global understandable
Primavera pm/mm project projects to export
While saving the name delete the “*”and then save it.
Import:
Importing the data from a project
Checked in & Checked Out
If you checked out a project means you can’t modify it until you checked in.
You can modify after checked in only
When you export a project means you are sending to somebody for review and modify
But for Checked out means only for view and no modification.
18. Layout (Screen wise settings for WBS, Activities)
View
Layout Save as Layout Name
Then
Layout open user-admin
9. PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
9
Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
To show some quickly layout according to our project requirements.
If you want to hide/show some additional information, then layout can be used.
PrintOptionsYou can change the Date.
19. Gantt chart area
Right Click
Attachments
Text
You type you want and change the Text for your requirements.
Right Click
Attachments
Curtain
You can do some bar chart changes to highlight some areas for presentation.
20. To Add a new field:
Enterprise User defined fields
Resources (For Iqama Numbers) - Type Iqama Number and Close It.
Then go to Enterprise Resources Right Click
Column and Add Iqama number. Now you can enter your Iqama Number.
If you want to add some performance Indicator then you go to
Enterprise User Defined Fields
Resource
Performance (Select type of Indicator)
Then Insert Column
PerformanceSelect 4 types of Performance
10. PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
10
Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
Activities also we can do user defined fields.
Select ActivitiesThen go to Enterpriseuser defined field
21. Reflections during Changes:
If you want to change something in the project by another person, then reflection can be used.
EnterpriseProjectSelect Your ProjectRight ClickCreate ReflectionOk.
Review Changes done-Accept or Reject, then Make it in original BL Schedule.
Then you will find a project with question mark.
EnterpriseSelect the ProjectMerge Changes-Select or Deselect Bottom Side (Merge Changes)
Then Merge Changes Completed.
Activity Steps:
If you want to check Main activity, Sub-Activity for understanding purpose.
Bottom SideRight Click Click All
Select Steps Add Sub Activities as you want
% Completion:
Select “Physical % Complete” and Insert this new Column to show the Completion %, We can show
the physical %.
EnterpriseProjects Click Calculations
Check % based on Activity Steps
Step Weight:
Bottom sideRight ClickCustomize Steps ColumnsStep Weight
To incorporate step weight according to your requirements
Customize Step ColumnsGeneralStep % Complete
You can select based on %
Expenses:
Indirect Cost like Travel Allowances, Party Expenses
You can add these cost in Budgeted Expense Cost like Party Expenses.
11. PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
11
Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
Then you add the Column “Budgeted expenses Cost”
ProjectExpenses
22. Note Book:
Remarks, can be added based on meetings, advice in each meeting.
NotesAddSelect some syllable in like Status Report etc.
Then add the notes as per requirements.
If you want to show, multiple resources go to Insert Column, Select Lists and Select
Resources, then you can see the resources.
If you want to “add” some Note category you go to
AdminAdmin CategoriesSelect Notebook Topics Add
You can add the new syllable as you want.
23. Project Risk:
RiskMay Happen in future
IssuesAlready Available
Project Issues you can add notes according to the review meeting and in General tab you can assign.
The responsible person using OBS (Organization Breakdown Structure)- Set the Priority- as per the
risks quantum may be like top, normal etc.
You can assign the risk in WBS wise also.
Thresholds:
Setting the limits
Like if nay project is delayed start or delayed completion beyond the planned date, then create an
issue.
ProjectThresholdsThreshold parameterUpper threshold/lower threshold etc.
Then Select “Run”Button Right Side
Then go to “Issues” to see the generated issues according to threshold value you have given.
24. Other Basic Details:
Reports:
ToolsReports Reports
Select the type of reportRun ReportOk. (Risk=Probability x Impact)
You have to enter the impact according to the Risks.
Monthly Cash Flow, CT-01, R, AD-04
12. PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
12
Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
Select the required reports as per your requirements and Run Report and you can find the required
report.
You can save it in “pdf” format also. Click print and save the file in pdf format
Ctrl + Select the ActivitiesFill down
Some activities will be repeated.
ProjectWork ProductsDocuments
We can add the activities according to the requirements.
ToolsPublishProject Website
Don’t give any important folder name in publish Directory. As it will delete the details. So give always
temporary file.
Resource Histogram:
ViewShow on Bottom Resource usage profile
Resource in Numbers Spread sheet:
ViewShow on BottomResource usage spread sheet
ToolsLevel Resources
S-CURVE:
When you enter the progress data date to be changed.
Then schedule it.
If the value in brackets in “()” it means negative value.
S-Curve Generation View:
ViewShow on bottomActivity wise usage profile
Right ClickActivity usage
Select all the Checkbox