Part-II Training Manual

Part-II
Primavera P6 Version 8.3

Professional
Training Manual
TVASTAR ENGINEERING SOLUTIONS PVT LTD

303/304, PUJIT PLAZA
SEC-11 , PLOT NO-67,
CBD BELAPUR,
NAVI MUMBAI
Contact: 022-61011200
www.tvastar.in
TABLE OF CONTENTS
CHAPTER 1 : MAINTAINING BASELINES ............................................................ 6
CHAPTER 2 : PERCENTAGE COMPLETE TYPE ..................................................... 12
2.1 PERCENTAGE COMPLETE TYPE .................................................................................. 12
A PHYSICAL % COMPLETE: .................................................................................................. 12
B DURATION % COMPLETE: ................................................................................................. 13
C UNIT% COMPLETE: ........................................................................................................ 13
CHAPTER 3 : MONITORING THE CURRENT SCHEDULE ....................................... 14
3.1 AUTO APPLYING ACTUAL ................................................................................................ 14
3.2 UPDATE PROGRESS ..................................................................................................... 14
3.3 MANUAL UPDATING ..................................................................................................... 17
CHAPTER 4 : SUSPEND RESUME THE ACTIVIITES ..................................................... 20
CHAPTER 5 : DURATION TYPE ......................................................................... 21
CHAPTER 6 : RECALCULATE RESOURCE COST ................................................... 24
CHAPTER 7 : RESOURCE LEVELING .................................................................. 25
CHAPTER 8 : RESOURCE CURVES ..................................................................... 30
CHAPTER 9 : (S-CURVE) ................................................................................... 34
CHAPTER 10 : ACTIVITY STEPS ....................................................................... 38
CHAPTER 11 : SECURITY PROFILES & USERS ......................................................... 43
11.1 SECURITY PROFILE ...................................................................................................... 43
11.2 USERS .................................................................................................................... 46
CHAPTER 12 : EARNED VALUE ............................................................................ 49
CHAPTER 13 : THRESHOLD .............................................................................. 51
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CHAPTER 14 : ISSUES ..................................................................................... 54
CHAPTER 15 : EXPORT / IMPORT .................................................................... 56
CHAPTER 16 : SEND PROJECT .......................................................................... 60
CHAPTER 17 : CHECK IN / CHECK OUT ............................................................. 62
CHAPTER 18 : PROJECT PORTFOLIO ..................................................................... 63
CHAPTER 19 : CONSTRAINTS .......................................................................... 64
CHAPTER 20 : PAGE SETUP ................................................................................ 69
CHAPTER 21 : GROUPING ............................................................................... 73
CHAPTER 22 : FILTERING................................................................................ 74
CHAPTER 23 : LAYOUTS .................................................................................... 78
CHAPTER 24 : COLUMNS.................................................................................... 81
CHAPTER 25 : LAYOUTS (EXERCISE) .................................................................... 83
25.1 SCHEDULE LAYOUT ...................................................................................................... 84
25.2 BASELINE SIGN-OFF FROM CLIENT ................................................................................... 84
25.3 UPDATING OF PROJECT ................................................................................................. 85
25.4 BASELINE COMPARISON ................................................................................................ 85
25.5 BUDGETED COST ........................................................................................................ 86
CHAPTER 26 : NOTEBOOK TOPICS ........................................................................ 87
CHAPTER 27 : REPORTS .................................................................................. 89
CHAPTER 28 : PUBLISHING PROJECT WEB SITE ............................................... 95
CHAPTER 29 : TRACKING LAYOUTS & REPORTS ............................................. 100
CHAPTER 30 : CURRENCIES........................................................................... 102
CHAPTER 31 : ADMIN CATEGORIES ............................................................... 105
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31.1 BASELINE TYPES ....................................................................................................... 105
31.2 EXPENSE CATEGORIES ................................................................................................ 106
31.3 WBS CATEGORY ...................................................................................................... 107
31.4 DOCUMENT CATEGORY ............................................................................................... 108
31.5 DOCUMENT STATUS ................................................................................................... 109
31.6 RISK TYPES ............................................................................................................ 110
31.7 NOTEBOOK TOPICS .................................................................................................... 111
31.8 UNITS OF MEASURE ................................................................................................... 112
CHAPTER 32 : USER PREFERENCES ................................................................ 113
32.1 TIME UNITS ............................................................................................................ 113
A UNITS FORMAT ........................................................................................................... 113
B DURATIONS FORMAT ..................................................................................................... 113
C UNITS/TIME FORMAT ..................................................................................................... 113
32.2 DATES .................................................................................................................. 114
32.3 CURRENCY .............................................................................................................. 116
32.4 E-MAIL ................................................................................................................. 117
32.5 ASSISTANCE ........................................................................................................... 118
32.6 APPLICATION ........................................................................................................... 119
32.7 PASSWORD ............................................................................................................. 120
32.8 RESOURCE ANALYSIS ................................................................................................. 121
32.9 CALCULATIONS ........................................................................................................ 124
32.10 STARTUP FILTERS .................................................................................................... 126
CHAPTER 33 : ADMIN PREFERENCES ............................................................. 127
33.1 GENERAL ............................................................................................................... 128
33.2 DATA LIMITS ........................................................................................................... 129
33.3 ID LENGTHS ........................................................................................................... 130
33.4 TIME PERIODS ......................................................................................................... 131
33.5 EARNED VALUE ........................................................................................................ 132
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33.6 REPORTS ............................................................................................................... 135
33.7 OPTIONS ............................................................................................................. 136
33.8 RATE TYPES ............................................................................................................ 137
33.9 INDUSTRY .............................................................................................................. 138
CHAPTER 34 : FINANCIAL PERIODS .............................................................. 139
CHAPTER 35 : THINGS TO REMEMBER ................................................................. 140
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CHAPTER 1 : MAINTAINING BASELINES
A Baseline is a complete copy of a project plan that you can compare to the current
schedule to evaluate progress.
Before updating a schedule for the first time create a baseline.
It provides a target against which one can track a projects cost, schedule and
performance.
Up to Four baselines can be compared at once.
Baseline projects do not exist as separate project to access.
Exercise:
1. File Close All
2. Open CPA001 Project
3. Go to Projects Maintain BaselineAdd
4. Select : Save a Copy of the current project as a new baseline
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5. Go to Project Assign baseline
6. Configure Following Columns
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7. Configure the Project Baseline Bar
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8. As there is no work done upto 15th June, 2012 (Evening) schedule the project on
16th June, 2012
9. File Close All

10.Open Project EPC001
Creating a baseline:
Open the projects for which you want to create a baseline.

Choose Project, Maintain baselines, if more than one project is open, and
select the project for which you want to create a baseline.
If you want to copy the current project as a new baseline, you can select
multiple projects; a baseline will be created for all selected projects.
If you want to convert another project to a baseline, you can select only one
project.
Click Add and choose to save a copy of the current project as a new baseline
or convert another project into a baseline of the current project, then click OK.
If you choose to convert another project, select the project in the Select
Project dialog box, then click the Select button.
Tip
Before converting a project to a baseline, if you still want to have access to the
original project, you should make a copy of it. Once you convert a project to a
baseline, it is no longer available in the project hierarchy. You can restore a
baseline, making it available again as a separate project in the project
hierarchy.
When you save a copy of the current project as a new baseline, the baseline title
uses the project name and a suffix of -Bx, where x equals 1 for the first baseline
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you save for a project, 2 for the second, and so on. You can change the baseline
name.
When you choose to convert another project to a baseline, the project you want to
convert cannot be open or have baselines assigned to it. The converted project's
name is used as the baseline name.
Maintain Baselines :
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Assigning a Baseline:
Use the Assign Baselines dialog to assign project, primary, secondary, and tertiary
baselines to a project from Project/Assign Baseline.
Project: Lists all open projects. Select the project to which you want to assign
baselines.
Project Baseline: Lists the available baselines for the selected project. Select the
baseline to use as the project baseline. If a baseline does not exist, the current
project is the default value.
User Baselines
Primary: Select the primary baseline from the list of available baselines. If a baseline
does not exist, the current project is the default value.
Secondary: Select the second baseline from the list of available baselines. A second
baseline is not required.
Tertiary: Select the tertiary baseline from the list of available baselines. A tertiary
baseline is not required.
OK: Click to assign the selected baselines to the selected project.

Cancel: Closes the dialog without saving your changes.
Go to Project Assign Baseline Choose the Baseline
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CHAPTER 2 : PERCENTAGE COMPLETE TYPE
Percentage complete type should be understood if it is intended to be used to

update (Status or Update) the schedule.
In Primavera this option may be set for each activity individually.
Default % Complete: The Default % Complete Type for each new activity in each
project is assigned in the Defaults Tab of the Details form in the Project Window.
A new activity Percent Complete type is set to the Default Percent Complete when
created and may be changed at any time.
2.1 PERCENTAGE COMPLETE TYPE
There are four Activity Percent Complete fields that may be displayed in activity
window columns they are
A Physical % Complete:
The physical percent complete can either be user entered or calculated from the
activity's weighted steps.
This is independent of activity resources and durations.
The field enables the user to enter the percent complete of an activity and this
value is independent of activity resources and durations.
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B Duration % Complete:
The percent complete of the activity duration. Computed as (Original Duration -
Remaining Duration)/Original Duration * 100. Always in the range 0 to 100. The
Original Duration is taken from the current plan, not from the baseline.
This is linked to activity durations and resources.
This field is calculated from the proportion of the Original Duration and
Remaining Duration and they are linked.
A change in one value will change the other.
When the Remaining Duration is set to greater than the Original Duration
this percentage complete is always zero.
C Unit% Complete:
This is linked to resource units.
This is where the percentage complete is calculated from the resources Actual
and Remaining Units, a change to one value will change the other.
The percent complete of units for all labor and nonlabor resources assigned to
the activity. Computed as Actual Units / At Completion Units * 100. Always in
the range 0 to 100.
Activity % Complete:
The activity percent complete. This value is tied to the activity Duration %
Complete, Units % Complete, or Physical % Complete, depending on the setting for
the activity's Percent Complete Type, which is one of "Duration", "Units", or
"Physical". Always in the range 0 to 100..
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CHAPTER 3 : MONITORING THE CURRENT SCHEDULE
3.1 AUTO APPLYING ACTUAL
Statuses activities with resources as if they went according to the Planned Dates and
only updates the activities from the old to the New Data Date
Open projects from Tools/Apply Actuals
Project(s) to be updated: Lists the currently open projects to which actuals can
be applied. The table lists Project ID, Project Name, Current Data Date, and
Planned Start date.
A new data date is used when actuals are applied: Specify whether each
project uses its own new data date or if the same new data date is used for all
projects.
New Data Date: If you choose to apply the same new data date for all projects,
select the date up to which you want to apply the default project's actuals. Click
Browse to select a new date or click the arrows to browse for a new date according
to timesheet end dates.
When actuals are applied from timesheets, calculate activity remaining
durations: Specify whether to recalculate the remaining duration based on the
activity duration type or to always recalculate. If you choose to always recalculate,
all activities are treated as Fixed Units and Fixed Units/Time.
Apply: Applies actuals to the open projects and updates the current data date.
3.2 UPDATE PROGRESS
To update a schedule using the Update Progress form select Tools, Update Progress.
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There are two options for setting the New Data Date
You may use the Progress Spotlight facility before opening the Update Progress
form and the New Data date will be set to the highlighted Data Date or
You may select the New Data Date when opening the form.
Either all the activities that are Spotlighted may be updated or if some were selected
before opening the form then just the selected ones may be updated.
To update all the activities select All Highlighted Activities radio button or
To updated selected activities highlight the activities (Hold the Ctrl key and click
the ones you wish to status) before selecting Tools, Update Progress and click the
Selected Activities Only radio button.
Progress Spotlight:
The Progress Spotlight feature highlights the activities that should have
started or finished during a specified timeperiod. See Highlight activities for
updating.
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To access this feature, choose View, Progress Spotlight, or click on the Tools
toolbar. You can also drag the data date line until you reach the new date
you want. P6 Professional highlights the activities that fall between the last
data date and the new data date.
P6 Professional automatically uses the date interval you are showing for the
timescale to select the new data date. For example, if the minimum date
interval for the timescale is set to Day, the new data date will be the next
day. Once you Spotlight activities, you can automatically status them or
manually update them.
To make it easier to use Project Spotlight, set up your timescale so that the
smallest increment is equal to your update periods. That way, when you turn
this feature on, the highlighted curtain will indicate the update period
immediately and eliminate the necessity of adjusting the data date. For
example, if you update weekly, set the timescale to weekly increments;
right-click on the Gantt Chart and select Timescale, and select a weekly Date
Interval.
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3.3 MANUAL UPDATING
Choose from several ways of updating your schedule. You can update progress for
all activities and resources as a whole; update activities and resources individually;
or use a combination of the two methods.
If your project is progressing exactly as planned, or if you only need to estimate
progress, simply specify the data date or "as-of" date and allow the module to
determine which activities have progressed and how much, calculate the remaining
durations of activities that have started, and set the remaining durations of
activities that have completed to zero.
If your project is not progressing as planned-many activities are starting out-of-
sequence, activities are taking more or less time to complete than originally
planned, actual resource use is exceeding planned use update activities and
resources individually.
This will help you forecast the effects of unforeseen circumstances, so that you can
take appropriate corrective action.
Most projects contain some activities that progress as planned and some which do
not. In this case, combine the two updating methods. Calculate your project as if it
is progressing exactly as planned, and then individually update those activities and
resources that have deviated from the plan.
Manually Applying Actual

Activities, which are not progressing as per plan, can be statused separately from
Activity Details.
Select the activity to be statused and activate activity details from Display options.
Started: Mark to indicate that the selected activity has started. The field beside this
checkbox displays the activity's planned start date. If the selected activity has started
or is complete, this field displays the activity's actual start date.
Finished: Mark to indicate that the selected activity is complete. The field beside this
checkbox displays the activity's remaining finish date. If the selected activity is
complete, this field displays the activity's actual finish date.
Exp Finish: The date the activity's primary resource expects the activity to end. Only
the primary resource can edit this date.
When you add an Expected Finish date, the calendar defaults to the date and time of
the activity's Early Finish date.
When you edit an Expected Finish date, the calendar defaults to the date and time
that is currently in the Exp Finish field.
% Complete: If the selected activity's percent complete type is set to Duration, the
selected activity's duration percent complete is calculated from the original and
remaining duration.
If the selected activity's percent complete type is set to Units, this field displays
the selected activity's unit percent complete, as calculated from the actual and
remaining units.
If the selected activity's percent complete type is set to Physical, this field
displays the selected activity's physical percent complete, which is manually
entered.
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Resource Updating: Resource Tab may be used to update the resource units (and
cost if the units and Costs have been unlinked with the Cost Units Linked Field)
Note: The activity must be started to edit the % field.
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Class Exercise: Given following is the status of activities as of 31st January 2012.
A. Monitor Dates
Activity ID Actual Start Actual Finish Expected Finish % Complete

MS1000 2-Jan-12 100%
MS1010 2-Jan-12 5-Jan-2012 100%
PREN1000 6-Jan-12 31-Jan-12 100%
PREN1010 16-Jan-12 - 27-Feb-12
PREN1020 25-Jan-12 - 20%
B. Monitor Resources
Class Exercise: Given following are the actual man-hours spent on the above
activities.
Resource Actual Regular

Activity ID
Name Units
PREN1000 Hari 140
PREN1010 Hari 100
PREN1020 Hari 30
C. Monitor Expenses
Class Exercise: Given following are the expenses occurred till 31st January, 2012
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Expense
Activity ID Expense Category Actual Cost
Item
MS1010 Consulting Legal & Professional Rs.8,250
PIPEN1000 Plotter Equipment Rs.2,800
CSCT1010 Site Office Facilities Rs.26,700
If we have project status upto 31st Jan, 2012 then

the Data Date Should be 1st February, 2012
After updating the project for the above status, schedule the project on
1st February, 2012.
CHAPTER 4 : SUSPEND RESUME THE ACTIVIITES
Suspend: Enter the date on which the activity's progress stopped. The activity
must be started to enter a Suspend date.
Resume: Enter the date on which the suspended activity's progress resumed.
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CHAPTER 5 : DURATION TYPE
The Duration type becomes effective after a resource has been assigned to an
activity.
The Duration Type is set in the defaults tab in the Project window and all the new
activities are assigned this Duration Type.
The Duration Type for each new activity may be changed in the General Tab in
the Activities Window or by displaying the Duration Type column.
Setting which allows you to control how P6 synchronizes the Duration, Labor/Non-
labor Units and Resource Units/Time for activities so that the following equation is
always true:
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Duration type is a setting which allows you to control how the duration, units, and
resource units/time are synchronized for activities so that the following equation is
always true:
Duration * Resource Units/Time = Units
The following table lists the value that changes to balance the above equation
whenever one of the variables is changed.
The default duration type assigned to all new activities is set at the project level.
You can modify the duration type for each individual activity.
Duration x Unit/Time = Units
When you When you change When you change

Activity Duration
change Units, Duration, P6 Unit/Time, P6
Type
P6 changes. changes. changes.
Fixed Units/Time Duration Units Duration
Fixed Duration &
Units/Time Units Units
Units/Time
Fixed Units Duration Units/Time Duration
Fixed Duration & Units Units/Time Units/Time Units
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Fixed Units/Time
Indicates that the activity's resource availability is limited.

Same no of resource are required to complete an activity irrespective of the
activity duration.
Choose Fixed Units/Time if you will be planning the activity according to the
resources assigned to the activity.
In the following example, Paul Kim's availability is fixed. He will work 8 hours per
day unless you type a new duration or units/time.
Fixed Duration and Units/Time

This duration type indicates that the activity's duration and units/time are not
subject to change, regardless of the number of resources assigned to the activity.
Choose Fixed Duration and Units/Time if:
You are planning the activity in terms of the calendar or schedule dates.
You are entering an original duration value for this activity, rather than budgeted
labor units.
In this example, the duration is fixed. The duration is 10 days unless a new
duration is entered.
Fixed Units
Fixed Units indicates that the number of labor/nonlabor units assigned to the
activity (the work effort) is not subject to change. Since cost is directly correlated
with units, it is also not subject to change.
Choose Fixed Units if:
You are planning this activity in terms of its work effort, i.e., number of resource
hours that you think will be required to complete the activity.
You need to work within a set budget.
You are entering budgeted labor/nonlabor units for this activity, rather than the
original duration.
In this example, the units are fixed. The amount of work is 80 hours unless new
units are entered.
Fixed Duration & Units

Fixed Duration & Units indicates that the units/time should be recalculated if either
duration or units are changed.
Choose Fixed Duration & Units if:
You are planning the activity in terms of schedule dates and its work effort.
You have a "drop dead date" and know the total effort needed to complete the
activity.
In the following example, the duration and units are fixed. The duration is ten days
unless a new duration is entered.
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CHAPTER 6 : RECALCULATE RESOURCE COST
Use the Recalculate Resource Costs dialog box to update resource costs for activities
in the open project.
Synchronize Overtime Factor while recalculating cost: Mark to also include the
overtime factor for the resource when recalculating cost.
Recalculate: Recalculates resource prices.
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CHAPTER 7 : RESOURCE LEVELING
Resource leveling is a process that helps you ensure that sufficient resources are
available to perform the activities in your project according to the plan.
During resource leveling, an activity is only scheduled to occur when its resource
demands can be met.
To accomplish this, tasks may be delayed to resolve resource availability conflicts.
Typically, you level during the forward pass through a project.
This determines the earliest dates to schedule an activity when sufficient resources
will be available to perform the task.
If forward leveling delays the project's early finish date, late dates remain
unchanged unless you clear the checkbox to preserve scheduled early and late
dates in the Level Resources dialog box.
In this case, a backward pass recalculates late dates.
Tip:
While resource leveling provides one way to resolve resource conflicts, you may also
want to consider alternative solutions, such as changing activity relationships or
reallocating resources.
Note
The maximum amount of work that a resource is capable of doing for a given time
period is defined by the resources Max Units/Time value in the Units & Prices tab
of Resource Details.
Leveling is disabled when no projects are open.
Resource curves are not used when leveling.
To Level resources:
Choose Tools, Level Resources.

Mark - Consider Assignments in Other Projects with Priority Equal/Higher
than checkbox and specify a priority number if you want to consider other project
assignments when determining whether a resource is over allocated.
Mark - Preserve Scheduled Early and Late Dates checkbox to preserve the
early and late dates that were calculated during project scheduling.
Mark the Level All Resources checkbox to level all the resources within the
project. To level specific resources, clear the Level All Resources checkbox and
click Select Resources to choose the resources that you want to include in the
leveling run.
Specify leveling priorities.
Mark - Log to file checkbox to record your leveling results in a log file, and then
click to specify a filename and location.
Click Level.
Tip: To display and/or use the resource leveling defaults, click Default.
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1. File : New
2. EPS : Oil & Gas
3. Project ID : RL001
4. Project Name : Resource Leveling
5. Start date : 1st June, 2012
6. Go To Activity Window and add Following Activities and Duration and Schedule
on 1st June, 2012
7. Assign Hari (Labour Resource to both the Activities)
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Resource Loading before Leveling:
Resource Over allocation can be resolved in two ways

a. By Replacing the Resource by another Resource
b. If the resource is important and cannot be replaced By another Resource then
Resource Leveling to be performed
a. Replacing Hari with Deepak
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b. Resource Leveling
Resource Loading after Leveling:
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Resource Loading after changing Activity Leveling Priority:
E
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CHAPTER 8 : RESOURCE CURVES
Resource/cost distribution curves enable you to specify how you want resource
units or costs spread over the duration of an activity. Resource units and costs are
distributed evenly during an activity unless you specify nonlinear distribution using
curves.
You can assign a resource distribution curve to any resource or role assignment on
activities with a duration type of Fixed Duration and Units/Time or Fixed Duration &
Units. Assign the appropriate curve to a resource or role assignment by selecting a
curve in the Curve column in the Resource Assignments window. You can also
assign a resource curve in the Resources tab in the Activity Details.
Notes:
Resource curves do not support expenses. The Accrual Type will continue to spread
the expenses.
Resource lag is taken into consideration. The curve should begin on the "lagged
start date."
Resource curves are reflected in the Resource Usage Profile and Resource Usage
Spreadsheet.
Adding a resource curve:
Choose Enterprise, Resource Curves.

Click Add.
Select an existing curve from which to copy the curve value percentages, then
click Select.
Type a name for the new resource curve. You can type up to 6 alphanumeric
characters. You must enter a resource curve name.
Click Modify to define the curve's distribution. Edit the curve value percentages
to create a curve that indicates how your costs/units should distribute over time.
Curves are defined by 21 points (5% intervals from to 1).
Click Prorate to make the total of the distribution values equal to 1% while
maintaining the shape you specified.
Click OK, and then click Close.
Note: You can define an unlimited number of global resource curves.
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Assigning a curve to a resource or role assignment:
You can assign a resource distribution curve to any resource or role assignment
on activities with a duration type of Fixed Duration and Units/Time or Fixed
Duration & Units. Resource usage and costs are distributed evenly during an
activity unless you specify nonlinear distribution using curves.
Choose Project, Resource Assignments.
Select the resource/role assignment to which you want to assign a resource
curve.
Double-click in the Curve column and select the curve you want to assign to the
resource/role assignment, and then click Select.
To display the Curve column, click the Display Options bar, then choose
Columns, Customize. Select Curve from the General group and click to add
the column to the Selected Options.
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Assignment Of Resource Curve:
Resource Profile After Assignment Of Resource Curve:
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CHAPTER 9 : (S-CURVE)
S-Curve is Cumulative value of any Parameter against Time Line
Parameters Can Be
Cost
Duration
Manhours
Quantity
Weightages
Create a Project:
1. File : New
2. EPS : Power Division
3. Project ID : S-Curve
4. Project Name : S-Curve
5. Start date : 1st June, 2012
6. Go To WBS Window and add Following WBS
7. Add WBS
8. Add Estimate Weight
Estimate Weight at Work Break down Structure Level
Configure The Following Columns
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Define Original Duration and Est Weight against each activity
35
Define Weightage as a resource in the Resource Pool
Assign Weightage resource to all activities :
36
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CHAPTER 10 : ACTIVITY STEPS
Steps allow you to break activities into smaller units and track the completion of
those units.
Unlimited number of steps per activity can be created and can be marked as
completed.
Steps do not require duration estimates or dates.
Weighted steps enable you to track the progress of an activity based on the
number of steps completed.
When you mark the Activity Percent Complete Based on Activity Steps checkbox
in the Calculations tab in the Projects window, and choose Physical as the
activity's percent complete type in the General tab in the Activities window,
activity percent complete is updated based on the weight you assign to each
activity step.
Activity step templates enable you to define a group of steps common to
multiple activities, and then assign the template to activities.
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Sr. Step
Step Template Name Step Name
No. Weight
Excavation 25%
PCC 10%
1 Foundation
RCC 40%
Backfilling 25%
Foundation Preparation 15%
Placing Of Equipment 45%
2 Equipment Erection
Alignment 20%
Grouting 20%
Preparation and Submission 60%
Comments From Client 10%
3 Drawing Release
Resubmission To Client 15%
Final Issue For Construction (IFC) 15%
39
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CHAPTER 11 : SECURITY PROFILES & USERS
Security profiles determine a user's level of access to project information.

The security profiles include both
Global Profiles
Project Profiles.
A Global Profile determines the user's access to application-wide information.
A Project Profile determines the user's level of access to each project within the
enterprise project structure (EPS).
When you assign a project profile to a user, you also associate the project profile
with an OBS element/responsible manager.
The user's access privileges, as defined in the project profile, will then apply only
to those elements of the EPS that are assigned to the OBS element/responsible
manager you selected.
11.1 SECURITY PROFILE
To define security profiles activate Admin/Security Profiles.

Application administrators can define
Global and Security and profiles and assign the same to the application users
To add new global profile click on ADD and grant the privileges by enabling the
check boxes.
Depending on Privilege, global profile allows or prevents the application users from
editing Global information.
Depending on Privilege, Project Profile allows or prevents the application users
from editing project information.
Global Profiles:
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Project Profile:
45
11.2 USERS
Steps to Create Users

Step-1
To define application users activate Admin/Users menu.
Click on ADD to add users.
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CHAPTER 12 : EARNED VALUE
Earned Value Elements
Planned Value (PV) : The work scheduled to be done
Earned Value (EV) : The value of work done

=Budgeted Cost x % Performance Complete
Actual Cost (AC) : The actual cost of work done
Schedule Variance (SV) : SV=EV-PV

A measure of schedule performance on a project.
A negative number indicates the project is behind schedule
Cost Variance (SV) : CV=EV-AV

A measure of cost performance on a project.
A negative number indicates the project is over budget
Schedule Performance Index

(SPI) : SPI=EV/PV
A measure of Schedule efficiency on the project
A value less than 1 indicates the project is behind schedule
Cost Performance Index

(CPI) : CPI=EV/AC
A measure of cost efficiency on the project
A value less than 1 indicates the project is over budget
49
Example:
A activity is of 10days and the

Budget Cost is Rs.10,000
At the end 5th day the
% Performance Complete is 40% and the
Actual cost is Rs.6,000
Planned Value = Rs.5,000/=
Earned Value = 10,000 X 40% = Rs.4,000
Schedule Variance = 4,000 5,000 = -Rs.1000
Cost Variance = 4,000 6,000 =-Rs.2000
SPI = 4,000 / 5000 = 0.8
CPI = 4,000 / 6000 = 0.67
Examples:
A. If in a project CPI is 1.2 and SPI is 0.9

It indicates that the Project is within Budget but not within Schedule
B. If in a project CPI is 0.85 and SPI is 1.1

It indicates that the Project is not within Budget but within Schedule
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CHAPTER 13 : THRESHOLD
Use thresholds as a project management technique. Use the Project Thresholds

window to create, view, edit, and monitor thresholds for the open project. You
can monitor a threshold at the
Work Breakdown Structure (WBS) level or

Activity level to identify issues.
You can create a threshold by selecting a parameter, such as Finish date variance
Setting lower and upper values for the threshold
Applying the threshold to a specific work breakdown structure (WBS) element.
If you monitor a threshold at the WBS level, each activity contained in the
specified WBS element is tested, and then all issues are summarized to the WBS
element, rather than each activity.
Exercise:
1. Open CPA001 Project
2. Click Threshold
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To add a threshold:
Monitor Threshold:
52
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CHAPTER 14 : ISSUES
Issues are known problems within a project plan that require attention or corrective
action.
You can create issues by following methods

Manually Create Issues and
Generate issues automatically by defining project thresholds.
You can associate these issues with

Work breakdown structure (WBS)
Activities
Resources
When you add an issue, you can assign a priority level, tracking layout, and
responsible manager to the issue. An issue's tracking layout assignment is helpful
when you want to quickly open the tracking layout that best displays the problem
area. An issue's responsible manager assignment identifies the person responsible
for addressing the issue. You can record historical details for the issue and e-mail
issue details, along with your notes and the issues history, to any member of the
project's staff.
In addition to these features, an Issue Navigator feature enables you to select a
current issue and navigate to specific areas of the module to view different issue
details quickly.
You can status and group the Issue as

Open
OnHold
Closed
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Add Details and Send Issue
55
CHAPTER 15 : EXPORT / IMPORT
All project data is stored in a central database. You can export and import
information to and from this database using external files and then share this
information with other Primavera Project Management modules, other project
management tools (such as Microsoft Project), and your organization's human
resource and accounting systems. You can also use external files to archive your
projects or create a backup of your database.
The following table summarizes how you can use the Import wizard.
Information
File Format Purpose
Type
Import complete project information from
Primavera PM XER Project other P6 Professional modules and Oracle
Primavera Contractor
Import project information from other P6
Professional modules. This is a subset of
Primavera P6 XML Project complete project data; for example, future
bucket data, work products, or documents
are not imported.
Import complete resource information from
Resource
Primavera PM XER other P6 Professional modules and Oracle
Only
Primavera Contractor
Import complete role information from other
Primavera PM XER Role Only
P6 Professional modules
Microsoft Project Import project information to Microsoft
Project
XML Project
Import project information from Microsoft
MPP, MPX Project Project or other third-party applications that
support the MPX format
Import resource information from Microsoft
Resource
MPP, MPX Project or other third-party applications that
Only
support the MPX format
Import complete project information from
P3 Project
Oracle Primavera Project Planner 3.x
Import activity information from Microsoft
XLS Activities Excel or other third-party applications that
support the XLS format
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Information
File Format Purpose
Type
Import activity relationship information from
Activity
XLS Microsoft Excel or other third-party
Relationships
applications that support the XLS format
Import expense information from Microsoft
XLS Expenses Excel or other third-party applications that
Import resource information from Microsoft
XLS Resources Excel or other third-party applications that
Import resource assignment information from
Resource
XLS Microsoft Excel or other third-party
Assignments
applications that support the XLS format
Notes
You are required to have only Microsoft Project 2003 installed on your
computer to import an MPP file.
To import data from an XLS file, you must have the Project Superuser
security profile. This setting is available in the Project Access tab in the
Admin, Users dialog box.
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Importing Projects in P6:
To import project activate File Import menu.
58
You can export to the following file formats:
Information
File Format Purpose
Type
Export complete project information to
Primavera PM
Project other P6 Professional 5.0 and later
XER
users
Export project information to other P6
Professional users. This is a subset of
Primavera P6
Project complete project data; for example,
XML
future bucket data, work products, or
documents are not Exported.
Export complete resource information to
Primavera PM
Resource Only other P6 Professional 5.0 and later
XER
users
Export complete role information to
Primavera PM
Role Only other P6 Professional 5.0 and later
XER
users
Primavera
Contractor Project
Oracle Primavera Contractor 5.0 or 6.1
XER
Primavera
Export complete resource information to
Contractor Resource Only
Oracle Primavera Contractor 5.0 or 6.1
XER
Export project information to Microsoft
MPP Project
Project
Export resource information to Microsoft
MPP Resource Only
Project
Export project information to Microsoft
MPX Project
Project or other third-party applications
Export resource information to Microsoft
MPX Resource Only
Project or other third-party applications
Microsoft Export project information to Microsoft
Project
Project XML Project
P3 Project
Oracle Primavera Project Planner 3.x
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Information
File Format Purpose
Type
XLS Activities Export activity information to Microsoft
Excel
XLS Activity Export activity relationships, such as
Relationships predecessor and successor IDs, to
Microsoft Excel
XLS Expenses Export activity expense information,
such as expense item and activity ID, to
Microsoft Excel
XLS Resources Export resource information to Microsoft
Excel
XLS Resource Export resource assignment information
Assignments to Microsoft Excel
Exporting Projects from P6:
CHAPTER 16 : SEND PROJECT
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To Export and email a project, Open the project you want to export and email.
Choose File, Send Project.
The application creates an XER export file, automatically opens your email
system, and attaches the XER file to the body of the email message.
The subject line of the email is automatically populated with the name of the
project.
Enter the email address and send the email.
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CHAPTER 17 : CHECK IN / CHECK OUT
You can "check out" projects so that they can be worked on remotely.
Once a project is checked out, it can no longer be modified until it has been
checked in.
In addition to checking in the project, you may replace the existing project with
the remote copy of the project by using the Import wizard.
Choose File, Check In / Check Out to perform the above.
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Once you have checked out the project, nobody can modify the project.
Perform Check-In and the Project Is Active for modification.
CHAPTER 18 : PROJECT PORTFOLIO
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Use the Project Portfolio dialog box to view and change general information
about the selected portfolio. You can also add and delete portfolios. The top
portion of the Project Portfolio dialog box contains information about all
available portfolios, and the lower portion is divided into two tabs that display
specific information about a selected portfolio. Select each tab name below to
read about its features.
CHAPTER 19 : CONSTRAINTS
Network logic alone cannot reflect all project situations. Sometimes activities must
be accomplished according to specific dates rather than on dates determined by
other activities in the project. To model dependence on specific dates, assign
primary and secondary constraints to activities.
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To apply constraints activate Activity Details.
In Activity Details enable Status / Constraints menu, select the constraint
and apply appropriate constraint date.
Schedule the project through Schedule command.
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CONSTRAINT TYPES
<None>:
This is the default for a new activity.
An Activity by default is scheduled to occur As Soon As Possible and does
not have a constraint.
Start On:
Also known as Must Start On and sets a date on which the activity will start,
therefore, the activity has no floats.
The Early Start and Late Start dates are set to be the same as the Constraint
Date.
Start On or Before:
Also known as Start No Later Than or Late Start
This constraint sets the late date after which the activity will not start.
Start On or After:
Also known as Start No Earlier Than or Early Start
This constraint sets the early date before which the activity will not start.
Finish On:
Also known as Must Finish On and sets a date on which the activity will
Finish, therefore the activity has no floats.
The Early Finish and Late Finish dates are set to be the same as the Constraint
Date.
Finish On or Before:
Also known as Finish No Later Than or Late Finish
This constraint sets the late date after which the activity will not Finish.
Finish On or After:
Also known as Finish No Earlier Than or Early Finish
This constraint sets the early date before which the activity will not Finish.
As Late As Possible:
Also known as Zero Free Float
An Activity will be scheduled to occur as late as possible and does not have
particular Constraint Date.
The Early and Late Dates have the same dates.
Mandatory Start:
This Relationship prevents float being calculated through this activity and
effectively breaks a schedule into two parts.
Mandatory Finish:
This Relationship prevents float being calculated through this activity and
effectively breaks a schedule into two parts.
Assigning Constraints:
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Number of Constraints per Activity:
Two Constraints are permitted against each activity.
They are titled Primary and Secondary Constraints.
After the Primary Constraint has been set, a Secondary Constraint may be set
when the combination is logical and therefore a reduced list of constraints is
available from the Secondary Constraint list after the Primary has been set.
Setting the Primary Constraint Using the Activity Details Form
To assign a constraint using the Activity Details Form

Select the activity requiring a constraint
Open the Status Tab on the Activity Details Form
Select the Primary Constraint type from the Date drop down list under
Primary
After a Constraint is set the date will have an asterisk * next to it.
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Setting the Secondary Constraint Using the Activity Details Form
To assign a constraint using the Activity Details Form

Select the activity requiring a constraint
Open the Status Tab on the Activity Details Form
Select the Secondary Constraint type from the Date drop down list under
Primary
After a Constraint is set the date will have an asterisk * next to it.
After Assigning Primary Available Secondary

Constraints Constraints
Start On No Option
Finish On or After
Start On or Before
Start On or After
Finish On or Before
Start On or After
Start On or Before
Finish On No Option
Finish On or After
Finish On or Before
Start On or After
Finish On or Before
Finish On or After
Start On or Before
As Late As Possible Finish On or Before
(Here we cannot assign the Date) Start On or Before
Mandatory Start No Option
Mandatory Finish No Option
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CHAPTER 20 : PAGE SETUP
Header and Footer Tabs
Header appears at the top of the screen above all schedule information and
Footers are located at the bottom
Both Headers and Footers are formatted in the same way.
Formatting
Click the Footer tab from the Page Setup form.
This will display the settings of the default footers and headers.
You should modify the output to suit your requirements.
Divides into: Determines on which pages the Header/Footer is divided into

from 1 to 5 sections.
Includes on : Determines on which pages the Header/Footer is to appear,

First Page, Laste Page, All Pages or No Pages.
Height: Enables the user to select the height of the Header/Footer.
HEADER : Section Content:
The Section Content may be selected by clicking on the drop button under the
Section title; a subject type to be displayed may be selected.
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None Leaves the section blank
Gantt Chart Legend displays all the bars checked in the display column of
the bars form.
Text / Logo Enables many types of data to be displayed.
Revision Box Has a revision box title the following information may be
entered manually Date, Revision, Checked, Approved.
Picture enables a picture to be placed in the section.
FOOTER : Section Content:
The Section Content may be selected by clicking on the drop button under the
Section title; a subject type to be displayed may be selected.
None Leaves the section blank

Gantt Chart Legend displays all the bars checked in the display column of
the bars form.
Text / Logo Enables many types of data to be displayed.
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Revision Box Has a revision box title the following information may be
entered manually Date, Revision, Checked, Approved.
Picture enables a picture to be placed in the section.
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Option Tab
The Option Tab has Three Sections
Timescale Start and Timescale Finish:

This options enables the start and finish point of the timescale to be set.
Click on the dropdown button and select a date from the drop down list.
A Custom Date may be selected from the menu and a calendar is opened to
select the date.
Print:
The Print options alter depending on the layout.
The Checkboxes allow a selection of the data to be printed.
Break Page Every Group:

Puts a page break at each change of heading in the first group in the group
and sort form.
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CHAPTER 21 : GROUPING
Group and Sort enable the following data in their respective windows
Projects
WBS
Activities
Resources
Resources Assignment
Work Products & Documents
Expenses
Thresholds
Issues
Risk
Tracking
Reports
Organize Activities by grouping one or more data items, like phase,

department, responsible person, dates, total float, custom user field, and
others.
Grouping data enables you to focus on activities that have something in
common.
You can further organize a hierarchical view of data by grouping and sorting
activities.
In addition, some fields available for grouping may also have a hierarchy (or
number of levels) associated with them. For example, cost accounts may
contain several levels of codes.
You can specify the number of levels to display in the layout when you group
by a hierarchical code.
You can further organize your layout by using sorting to arrange the order of
activities.
If you use both grouping and sorting to organize your layout, the items are
grouped first and then sorted.
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To organize the activities activate View /Group & Sort menu.
Show Group Totals: Mark the checkbox to display totals in the grouping bands.
Clear the checkbox to hide any totals in the grouping bands.
Show Grand Totals: Mark to the checkbox show a grand total row at the top of
the layout.
Show Summaries Only: Mark the checkbox to show summarized grouping

bands only. Marking this checkbox causes any details under the grouping bands
to be hidden. Clear the checkbox to show grouping bands with details displayed
below each group.
Shrink vertical grouping bands: Mark the checkbox to decrease the space
taken by indenting levels on the hierarchy. Use this feature to allow additional
room for the display of data.
CHAPTER 22 : FILTERING
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A filter temporarily limits the projects or activities that appear on screen,
according to criteria you establish. For example, you can view active projects or
activities scheduled to start during the next three weeks. Use the filters supplied
or create your own. Apply one or more filters to the layout at any time.
Standard Filters Available in the Software
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Steps to apply a filter:
Choose Project, Activities, and then choose View, Filters.
Mark the checkbox next to the filter you want to apply.
To view the filter data, click Modify.
1. 6 Months Lookahead Filter
2. Activity Name Filter
3. WBS Filter
76
4. Critical Activities
77
CHAPTER 23 : LAYOUTS
A standard load of primavera is supplied with a number of predefined Layouts.
Primavera Version 6.0 introduced Project Layouts for the Activity Window. Project
Layouts are only available when a project is open and may be exported with a
Project.
In large database with many users and projects there becomes a need to code
layouts so they may easily be found in long lists of filters. Prefixing them with the
project number may be considered.
To Open a Layout Select View, Layout, open
Creating a New Layout
78
A new layout may be created by saving an existing layout with a new name and
editing it.
To Create a new layout from menu Views, Layout, Save as or from the layout
Option bar Layouts, Save As
Type the new layout name and select who you wish the layout to be available
All Users : will make the Layout Global and therefore available to all users.
Another User : will make the layout available to a nominated user.
Current User : will make a copy for your own use.
Project : will make the layout available to anyone who has the project open.
This option is useful to reduce the number of Global Layouts in a database with
a number of projects requiring a number of Layouts each.
Click the Save Button
In The Layout One Can save all the following
a. Grouping & Sorting

b. Filtering
c. Column Configuration
d. Page Setup
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Layout Types
A layout is comprised of a Top Pane and a Bottom Pane.
Each Pane may be assigned a Layout Type.
The following is a list of the Layout Types and the panes they may be applied to
the Activity Window.
Available Available
Layout Name In Top In Bottom
Pane Pane
Gantt Chart Yes Yes
Activity Details Yes
Activity Table Yes Yes
Activity Network Yes
Trace Logic Yes
Activity Usage Profile Yes
Activity Usage
Yes
Spreadsheet
Resource Usage
Yes
Profile
Resource Usage
Yes Yes
Spreadsheet
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CHAPTER 24 : COLUMNS
The Columns are displayed in following windows
81
Projects
WBS
Activities
Resources
Resources Assignment
Work Products & Documents
Expenses
Thresholds
Issues
Risk
Tracking
Selecting the Columns to be Displayed
Select View Column or

Click on the button or
Right Click to open a menu and select Columns
The available columns are displayed in the right window and may be listed
under categories.
82
Editing The Column
Select the Edit Column
Edit Column form enables a

User definable column title to be created in the New Title
Column Title Alignment to be set to Left, Center or Right
Setting the order of the columns from Left to Right on the Screen
The order of the column on the screen, from left to right, is the same as the
order in the columns from Selected Options window from top to bottom. The
order of the columns may be altered
Highlight the column in the Columns from Selected Options window and use
the arrow buttons or
Click the column title in a window and drag the column.
CHAPTER 25 : LAYOUTS (EXERCISE)
83
25.1 SCHEDULE LAYOUT
A. Group and Sort
B. Filter : All Activities
C. Columns
25.2 BASELINE SIGN-OFF FROM CLIENT
A. Group and Sort : WBS
84
C. Columns
25.3 UPDATING OF PROJECT
C. Columns
25.4 BASELINE COMPARISON
C. Columns
85
25.5 BUDGETED COST
C. Columns
86
CHAPTER 26 : NOTEBOOK TOPICS
Use the Notebook Topics tab to create, edit, and delete notebook topics. You can
assign notebook topics to EPS nodes, projects, WBS elements, and activities.
Notebooks are typically instructions or descriptions for performing an activity.
Examples of notebook topics are Purpose, Entry Criteria, Tools & Techniques, and
Exit Criteria.
87
Select Other activities and add Note Book Topic
Note : More than one Notebook Topics can be assigned to the same activities.
Notebook Topics Can be assigned to
Enterprise Project Structure

Projects
Work Break Down Structure
Activities
88
CHAPTER 27 : REPORTS
In addition to providing a large library of standard project management reports,

two reporting tools are available to access and report information stored in the
database: the Report Wizard and the Report Editor.
You can use the Report Wizard to easily create a wide variety of customized
reports. The wizard steps you through the process of creating new reports, enabling
you to select the category of information and specific data fields to include. You can
group, sort, and filter project information and include time-distributed data for units
and costs.
The Report Editor is a powerful tool that enables you to create reports that are
highly customized. Although you can create customized reports with the Report
Wizard, the Report Editor provides the capability to tailor a report more closely to
your specific requirements. The Report Editor enables you to group, sort, filter, and
roll up project information. You can display time distributions for units and costs
and include graphics and HTML links in your reports. You can use the Report Editor
to further customize reports you create with the Report Wizard. However, if you
modify a wizard report in the Report Editor, when you reopen the report in the
wizard, you lose all of the modifications made in the Report Editor.
You can preview and print reports and you can save reports as text or HTML files. If
you save a report to a file, you can import the data to a spreadsheet program, e-
mail the report, publish the report on a Web site, and/or archive the report.
To view a list of the standard reports, select Tools, Reports, and Reports.
To create a new report with the Report Wizard:-
Choose Tools, Report Wizard. Follow the prompts on each dialog box in the wizard
to create the report.
Notes:
To create or edit global reports from the Report Wizard or Report Editor, you must
have Edit Global Reports security privileges. To create or edit project reports from
the Report Wizard or Report Editor, you must have Edit Project Reports security
privileges. You do not require security privileges to view global or project reports.
You can use the Report Editor to further customize reports you create using the
wizard. However, if you modify a wizard report in the Report Editor, when you
reopen the report in the wizard, you lose all of the modifications made in the Report
Editor.
89
90
91
92
RUN REPORT ---- Next
SAVE REPORT --- Next
93
94
CHAPTER 28 : PUBLISHING PROJECT WEB SITE
To facilitate communicating project data in a company with offices local or worldwide,

you can publish project plans in HTML format using the Project Web Site Publisher.
Transfer these documents to either the World Wide Web (using FTP) or your office
intranet, and view them using an Internet browser.
The documents contain hypertext links, or jumps, to other pages in the structure,
allowing you to move between projects and reports and from page to page within a
report.
When publishing a project Web site, you control the level of detail published in
terms of activity information and personal information for resources, as well as
which project reports you want to include in the Web site.
To publish projects as Web sites:

Before you publish a project as a Web site for the first time, you may want to create a
new folder on your computer or network or verify that the existing folder you want to
use is empty.
Open the project you want to publish.
Choose Tools, Publish, Project Web Site.
Click the General tab.
In the Web Site Name field, type the title of the Web site.
In the Web Site Description field, type a description of the Web site. This
description appears on the Web sites initial page.
In the Publish Directory field, type the full path for the folder in which you want to
save the project's Web site files, or click and select the location.
Click Edit Scheme to modify the specified scheme or select another scheme.
95
96
Topics Tab:
Mark the appropriate checkboxes to specify the project information you want to
publish on the project's Web site.
The checkboxes determine what Activity Details are available on the project Web
site. If you clear all checkboxes, then the General activity information option is
automatically selected because at least one type of activity detail information must
be included in the Web site.
Graphics Tab:
Specify which activity or tracking layouts to include as graphical reports in the Web
Site.
97
Reports Tab: Specify which reports to include in the Web site.
Click Publish
If the folder you selected contains older Web site files or other files, a message warns
you that those files will be deleted. Choose Yes to continue or No to cancel.
98
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CHAPTER 29 : TRACKING LAYOUTS & REPORTS
The tracking features assist you in performing schedule, cost, and resource
analyses by enabling you to access, display, and manipulate project data in a
variety of formats. Review summarized or live project data at various levels of
detail. The Tracking window always displays summarized data for closed projects
but also when you choose to open only global data. Note that summarized data are
available only for projects that have been summarized in the Primavera Job
Service. For open projects, you can display live WBS data.
TRACKING LAYOUTS
You can create four types of tracking layouts: Project Bar Charts, Project
Gantt/Profiles, Project Tables, and Resource Analyses. Each of these layout types
enable you to survey your project first at a comprehensive level, then at more
detailed levels according to the Enterprise Project Structure (EPS), project, work
breakdown structure (WBS), organizational breakdown structure (OBS), WBS
category, or specific WBS data elements. You can use features such as filtering and
grouping to customize the format and level of information you want to include in a
tracking layout.
100
When you create and save a layout, only the presentation options are saved, not the
data. This enables you to use the layout with different projects. When you open a
layout, you can choose the project for which you want to display information by
selecting it in the Project Explorer window on the left. By clicking another item in the
Project Explorer window, you can present data for a different EPS element using the
same layout.
You can specify whether a layout you create is available to all users (global) or only to
a specific user. Tracking layouts can be published to Web sites and imported from and
exported to spreadsheet programs. To help you monitor a project's problem areas,
you can assign tracking layouts to thresholds and issues.
To open a tracking layout:-

Choose Enterprise, Tracking, then choose View, Layout, Open.
You can also click the Display Options bar in the Layout window and choose Layout,
Open.
Select a layout and click OK.
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CHAPTER 30 : CURRENCIES
Use the Currencies dialog box to set up the currencies you want to use for
costs. To display this dialog box, choose Admin, Currencies.
Base: Indicates the currency used to store costs in the database. You
cannot mark or clear this checkbox. The base currency can be edited but
not deleted. The base currency ID, name, and symbol default to Indian
Rupees. The exchange rate for the base currency is always 1.0.
102
The lower portion of the Currencies dialog box is divided into the
following tabs:
General :
Currency ID: The identifier for the selected currency. You can type a new ID.
Currency name: The name of the selected currency. You can type a new
name.
Currency symbol: The symbol used to identify the selected currency. You can
type a new symbol.
Exchange rate: The current exchange rate for the selected currency. You can
type a new value.
103
Appearance :
Decimal symbol: The symbol used to separate whole values from decimal values
in the currency display: a period or a comma. You can select a new symbol.
Number of decimal places: The number of decimal places to include in the

currency display: 0, 1, or 2. You can select a new number.
Digit grouping symbol: The symbol used to group digits in the currency
display: a comma, period, or dash. You can select a new symbol.
Universal Currency Symbol:

Positive currency format: The format used to display the currency value as
positive. You can select a new format.
Negative currency format: The format used to display the currency value as
negative. You can select a new format.
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CHAPTER 31 : ADMIN CATEGORIES
Your organization can define a series of application-wide parameters and

values that apply to all projects.
Your organization can use these settings to customize your projects to meet
specific project management requirements and standards. While all users can
view these settings, a user must have special security privileges to edit them.
The project controls coordinator uses the Admin Categories dialog box to
define standard categories and values you can apply across all projects,
including custom categories and category values for projects, resources, and
WBS elements.
31.1 BASELINE TYPES
Baseline Type: Lists baseline types. Baseline types allow you to categorize
project baselines, standardize baselines, and help benchmark performance across
projects. To change a baseline type, double-click the type you want to change.
105
31.2 EXPENSE CATEGORIES
Expense Category: Lists expense categories. Use expense categories to

categorize and standardize project expenses.
106
31.3 WBS CATEGORY
Use the WBS Category tab to define a custom work breakdown structure (WBS)
category and category values. The WBS Category tab displays the current name
of the custom WBS category.
107
31.4 DOCUMENT CATEGORY
Use the Document Categories tab to create, edit, and delete document categories.
Document categories enable you to organize and standardize different types of
work products and documents.
108
31.5 DOCUMENT STATUS
Use the Document Status tab to create, edit, and delete document status
types. Use document statuses to identify and track the current status of
work products and documents within a project
109
31.6 RISK TYPES
Use the Risk Types tab to create, edit, and delete risk types, or categories of
possible risks. You can use risk types to categorize and standardize risks across
projects.
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31.7 NOTEBOOK TOPICS
Use the Notebook Topics tab to create, edit, and delete notebook topics. You can
assign notebook topics to EPS nodes, projects, WBS elements, and activities.
Notebooks are typically instructions or descriptions for performing an activity.
Examples of notebook topics are Purpose, Entry Criteria, Tools & Techniques, and
Exit Criteria.
Notebook Topics table: Lists notebooks and enables you to specify at which
level of the EPS each notebook can be assigned. To enable notebook assignment
at a specific level, mark the checkbox in the corresponding column.
111
31.8 UNITS OF MEASURE
Use the Units of Measure tab to define the units of measure for material
resources.
112
CHAPTER 32 : USER PREFERENCES
Use the User Preferences dialog box to specify your settings and preferences
which includes how to display time, date, and currency information. You can
also set options to send e-mail, specify startup options, and change your
password.
To define user preferences: Choose Edit, User Preferences.
32.1 TIME UNITS
The Time Units tab enables you to define the timescale and format you want
to use when displaying small- and large-scale time units. This affects how
tracking layouts, activity durations, and resource prices, availability, and
work efforts display.
A Units Format
Unit of Time: Choose to change the time unit used to display work efforts, and
resource prices and availability.
Sub-unit: Mark to display sub-units in the next smaller time increment.
Decimals: The number of decimal places to display in the time unit value. You can
select a number.
Show Unit Label: Mark to display the time unit abbreviation with the time value.
B Durations Format
Unit of Time: Choose to change the time unit used to display activity duration
values.
Sub-unit: Mark to display sub-units in the next smaller time increment.
Decimals: The number of decimal places to display in the activity duration value.
You can select a number.
Show Duration Label: Mark to display the time unit abbreviation with the
duration value.
C Units/Time Format
Show as a percentage: Choose to display resource units/time as a percentage.
Show as units/duration: Choose to display resource units/time as units per
duration.
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32.2 DATES
The Dates tab enables you to specify how you want dates to display.
Date Format
Month, Day, Year: Choose to view all dates in the following order: month, day, year.
114
Day, Month, Year: Choose to view all dates in the following order: day, month, year.
Year, Month, Day: Choose to view all dates in the following order: year, month, day.
Time
12 hour: Choose to view all times in a 12-hour format, for example, 3:30 PM.
24 hour: Choose to view all times in a 24-hour format, for example, 15:30
Do not show time: Choose not to view time.
Show minutes: Mark to include minutes in your time settings, for example, 10:15
rather than 10.
Options
4-digit year: Mark to view years as 4-digit numbers.
Month name: Mark to view months as names rather than numbers.
Leading zeroes: Mark to view all months and days as 2-digit numbers.
Separator: The character used to separate a date's day, month, and year. You can
select a character.
Sample
Sample: An example of the date format options you select.
115
32.3 CURRENCY
The Currency tab enables you to specify how you want currency amounts displayed.
Select a currency for viewing monetary values: The currency to use for
monetary values. Click to select a different currency.
Show currency symbol: Mark to display the currency symbol for currency data
items.
Show decimal digits: Mark to display decimal digits for currency values
116
32.4 E-MAIL
The E-Mail tab enables you to enter your personal e-mail settings.
E-mail Protocol
E-mail Protocol: Specify the protocol your e-mail program uses.
Mail Server Login

Mail Login Name/Profile Name: Your e-mail user or profile name, depending on
your e-mail configuration. You can type a new user or profile name.
Password: Click to change your current mail password.
Mail Configuration
Outgoing Mail Server (SMTP): The SMTP server name or address to use when
sending e-mail. You can type a new address.
User E-Mail Address: The return e-mail address for your e-mail messages. If you do
not enter an e-mail address, all replies are sent to the same e-mail address from
which you send your outgoing messages. You can type a new e-mail address.
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32.5 ASSISTANCE
The Assistance tab enables you to specify whether you want to use wizards, rather
than standard dialog boxes.
Wizards
Use New Resource Wizard: Mark to use the New Resource Wizard to add resources
to the resource pool.
Use New Activity Wizard: Mark to use the New Activity Wizard to add activities to
projects.
118
32.6 APPLICATION
Startup Window:
Application Startup Window: The name of the window displayed each time you
open the module. You can select a new window.
Show the Issue Navigator dialog at startup: Mark to view the Issue Navigator
each time you open the module.
Show the Welcome dialog at startup: Mark to view the Welcome dialog box each
time you open the module.
Application Log File:

Write trace of internal functions to log file: Mark to record your actions in a log
file (errors.log).
Columns:
Select financial periods to view in columns: Select a range of financial periods
you want to make available for display as columns in the Activity Table, the Resources
tab of Activity Details, and the Resource Assignments window.
119
32.7 PASSWORD
The Password tab enables you to change your password.
Password: Click to add or change your application password.
Note: If the Project Management module is running in LDAP authentication mode,

password management is handled through the directory server. You cannot change
your password through the module and the Password tab does not appear in the User
Preferences dialog box.
120
32.8 RESOURCE ANALYSIS
The Resource Analysis tab enables you to specify which projects are included in
remaining value calculations and which dates and time interval are used to
calculate time-distributed data for resource spreadsheets and profiles.
All Projects
All closed projects (except what-if projects): When electing to show remaining
values for open versus closed projects, choose this option to include data for all
closed projects other than what-if projects. Live data displays for open projects and
stored summary data for closed projects.
All closed projects with leveling priority equal/higher than: When electing to
show remaining values for open versus closed projects, choose this option to
include data for all closed projects with a specific leveling priority.
Opened projects only: Choose this option when you want to include data for open
projects only.
Time-Distributed Data
121
Remaining Early dates: When electing to show remaining values, choose this option
to calculate values based on remaining start/finish dates.
Forecast dates: When electing to show remaining values, choose this option to
calculate values based on forecast start/finish dates.
Interval for time-distributed resource calculations: Choose the time interval,
such as day or week, that you want to use when storing live resource allocation
information. Note that, if the layout's timescale interval is set lower than this interval,
the calculated amount displays in the first timescale increment. For example, if you
set the calculation interval to week and set the layout's timescale interval to day, the
total for the week displays on the first day. Refer to the following graphics.
This graphic shows both the timescale and calculation intervals set to week.
This graphic shows the same data, but the timescale interval is set to day and the
calculation interval is set to week.
Display the Role Limit based on

Role limits are calculated and displayed in charts and spreadsheets (such as the
Resource Usage Profile and Resource Usage Spreadsheet) based on the option you
select below:
122
Custom role limit: Choose this option if you want to calculate role limits using the
custom limits defined for each role in the Roles dictionary. You should only choose this
option if role limits have been defined; if you select this option when role limits have
not been defined, all roles will have a calculated role limit of zero.
Calculated primary resource's limit: Choose this option if you want to calculate
role limits using the limits defined for each role's primary resource. This option is
selected by default.
123
32.9 CALCULATIONS
The Calculations tab enables you to specify how to calculate remaining values when
new resource assignments are added to or removed from activities. You can also
choose the default behavior when replacing a resource on an existing activity
assignment and when both a resource and role share an activity assignment.
Resource Assignments
Preserve the Units, Duration, and Units/Time for existing assignments: When
adding or removing multiple resource assignments on activities, choose this option for
units, durations, and units/time to remain constant when additional resources are
assigned to an activity. Regardless of the duration type of an activity, this equation
will always remain true:
Remaining Units = Remaining Duration * Remaining Units/Time
Recalculate the Units, Duration, and Units/Time for existing assignments

based on the activity Duration Type: When adding or removing multiple resource
assignments on activities, choose this option to calculate a resource assignment's
remaining values based on the activity's duration type specified in the Activity Details
General tab.
Assignment Staffing
When assigning a resource to an existing activity assignment: When you

replace the resource on an activity assignment with a different resource, choose to
always use the units/time and overtime factor of the current assignment or of the new
resource replacing the existing assignment; or, you can choose to be prompted to
select which units/time and overtime factor you want to use each time you replace a
resource on an existing activity assignment.
When a resource and role share an activity assignment: When assigning a

resource to an existing role assignment (or a role to an existing resource assignment),
you can choose to always use the price/unit of the resource or role; or, you can
choose to be prompted to select which price/unit you want to use each time you
assign a resource to an role assignment (or a role to a resource assignment).
124
125
32.10 STARTUP FILTERS
The Startup Filters tab enables you to choose the data filters you want to
run when starting the module. These filters can reduce the time it takes for
your projects to open.
Note: Startup filters are available for Oracle and SQL Server installations.
Startup filters are disabled for stand-alone installations.
Current project data only: Select this option to view resources, roles, OBS
elements, activity codes, and/or cost accounts used in the projects you
open.
View all data (No Filter): Select this option to view all resources, roles,
OBS elements, activity codes, and/or cost accounts in the enterprise.
126
CHAPTER 33 : ADMIN PREFERENCES
Your organization can define a series of application-wide parameters and

values that apply to all projects. Your organization can use these settings to
customize your project to meet specific project management requirements
and standards. While all users can view these settings, a user must have
special security privileges to edit them. There are two types of settings:
Administrative Preferences and Administrative Categories.
Application administrators use the Admin Preferences dialog box to establish

default settings. You can use this dialog box to check the defaults that have
been defined.
127
33.1 GENERAL
The General tab enables you to specify general default options, such as the weekday
on which the calendar week begins. You can also specify the character that separates
cost account codes to indicate hierarchy levels and the default duration for new
activities.
Code Separator: The character that separates cost account and activity codes to
indicate hierarchy levels. You can type a new character.
Starting Day of Week: The first day of the week for global, project, and resource
calendars. You can select a new weekday.
Activity Duration: The default duration for activities in all projects. You can type a
new duration.
Password Policy: Mark a check in the Enable password policy checkbox to set the
password policy. In accordance with industry standards, Primavera's password policy
is to authorize a password that is a minimum of 8 characters long, including one alpha
and one numeric character.
128
33.2 DATA LIMITS
The Data Limits tab enables you to specify the maximum number of levels for
hierarchical structures. You can also specify the maximum number of baselines and
activity codes a project may have.
EPS/WBS tree maximum levels: Specify the maximum number of hierarchy

levels for the enterprise project structure (EPS) and work breakdown structures
(WBS). Valid values are 1-50.
OBS tree maximum levels: Specify the maximum number of hierarchy levels for
organizational breakdown structures (OBS). Valid values are 1-25.
Resources tree maximum levels: Specify the maximum number of hierarchy

levels for the resource pool. Valid values are 1-25.
Role tree maximum levels: Specify the maximum number of hierarchy levels for
roles. Valid values are 1-25.
Cost Account tree maximum levels: Specify the maximum number of levels for
cost accounts. Valid values are 1-25.
Activity Code tree maximum levels: Specify the maximum number of levels for
activity codes. Valid values are 1-25.
Resource Code tree maximum levels: Specify the maximum number of levels
for resource codes. Valid values are 1-25.
Project Code tree maximum levels: Specify the maximum number of levels for
project codes. Valid values are 1-25.
Maximum activity codes per project: Specify the maximum number of activity
codes for projects. Valid values are 0-500.
Maximum baselines per project: Specify the maximum number of baselines for
projects. There is no limit to the number of baselines per project, so you can enter
any number in this field.
Maximum baselines copied with project: Specify the maximum number of

baselines that can be copied with the project. You can enter a number between 1
and 50 in this field.
129
33.3 ID LENGTHS
The ID Lengths tab enables you to specify the maximum number of characters for
codes, from 1 to 20.
130
Project ID maximum characters: Specify the maximum number of characters for
project IDs.
WBS Code maximum characters: Specify the maximum number of characters for
work breakdown structure (WBS) codes.
Resource ID maximum characters: Specify the maximum number of characters for
resource IDs.
Activity ID maximum characters: Specify the maximum number of characters for
activity IDs.
Cost Account ID maximum characters: Specify the maximum number of
characters for cost account codes.
Role ID maximum characters: Specify the maximum number of characters for role
IDs.
33.4 TIME PERIODS
Hours per Time Period
Primavera calculates and stores time unit values in hourly increments.

However, through User Preferences, each user can choose to display time unit
values as hours, days, weeks, months, or years.
When a user displays data in time unit fields in increments other than hours, the
Project Management module converts the data based on the Hours per Time
Period settings.
131
Conversely, if a user enters time units in increments other than hours, the Hours
per Time Period settings are used to convert these input values to hours for
database calculation and storage.
As an administrator, you can specify the conversion factors or you can allow
users to specify the conversion factors.
If you want to specify the conversion factors, enter the number of hours to use
as a conversion factor in each field. If you want users to specify the conversion
factors, mark the 'Allow users to specify the number of work hours for each time
period' checkbox.
Allow users to specify the number of work hours for each time period: If
you do not select this option, the Hours per Time Period settings you specify
here are used as conversion factors. If you do select this option, the Hours per
Time Period the user specifies in User Preferences are used as conversion
factors.
33.5 EARNED VALUE
The Earned Value tab enables you to specify default settings for calculating earned
value.
Technique for computing performance percent complete
Activity % Complete: Choose to calculate earned value according to current

activity completion percentages.
Use WBS Milestones: Choose to calculate earned value by defining milestones at
the WBS level and assigning a level of significance or weight to each of them. As
progress occurs and you mark each milestone complete, the WBS elements
performance percent complete is calculated based on the weight of the milestone.
132
0/100 % Complete: Choose to calculate earned value as 100 percent only after
the activity ends.
50/50 % Complete: Choose to calculate earned value as 50 percent after the
activity starts and until the activity ends. After the activity ends, the activity's
earned value is 100 percent.
Custom % Complete: Choose to calculate earned value as a percentage you
specify. This percentage applies after the activity starts and until the activity ends.
After the activity ends, the activity's earned value is 100 percent.
Technique for computing Estimate To Complete (ETC)
ETC = remaining cost for activity: Choose to calculate Estimate To Complete

(ETC) values as the remaining cost to complete an activity (ETC = remaining
duration of activity * applicable resource rates).
ETC = PF * (Budget at Completion Earned Value Cost), where
PF = 1: Choose to calculate Estimate To Complete (ETC) values as a Performance
Factor (PF) of 1 multiplied by Budget At Completion (BAC) less Earned Value Cost .
PF = 1/Cost Performance Index: Choose to calculate Estimate To Complete
(ETC) values as a Performance Factor (PF) of 1 divided by the Cost Performance
Index (CPI) .
PF = 1/ (Cost Performance Index * Schedule Performance Index): Choose
to calculate Estimate To Complete (ETC) values as a Performance Factor (PF) of 1
divided by the product of the Cost Performance Index (CPI) and Schedule
Performance Index (SPI) .
PF =: Choose to calculate Estimate To Complete (ETC) values as a Performance
Factor (PF) you specify multiplied by Budget At Completion (BAC) less Earned
Value Cost. If you choose this option, type a factor in the PF field.
133
Earned value calculation
When calculating earned value from a baseline use
Choose to use the baseline's At Completion values and current dates, budgeted
values with planned dates, or budgeted values with current dates when calculating
earned value from a baseline.
The current dates options use the Start/Finish dates for an activity or resource
assignment.
A preference setting (Project Details, Settings tab) controls, per project, the
baseline that is used to calculate earned value: the project baseline or each user's
defined primary baseline.
You can change the earned value settings for specific WBS elements in the Work
Breakdown Structure window
134
33.6 REPORTS
The Reports tab enables you to define three default sets of headers, footers, and
custom labels for reports.
First Set: Choose to define a header, footer, or custom text label for reports.
Second Set: Choose to define a second header, footer, or custom text label for
reports.
Third Set: Choose to define a third header, footer, or custom text label for
reports.
Header Label 1, 2, or 3: The custom text that will be inserted into any report
containing a Header Label 1, Header Label 2, or Header Label 3 global variable text
cell, when printed.
You can type new header text.
Footer Label 1, 2, or 3: The custom text that will be inserted into any report
containing a Footer Label 1, Footer Label 2, or Footer Label 3 global variable text
cell, when printed.
You can type new footer text.
Custom Label 1, 2, or 3: The custom text that will be inserted into any report
containing a Custom Label 1, Custom Label 2, or Custom Label 3 global variable
text cell, when printed.
You can type new custom text.
135
33.7 OPTIONS
Specify the interval to summarize and store resource spreads
By calendar: Choose this option if you want to summarize and store activity and
resource spreads according to the calendar intervals you specify in the WBS Level
and Resource/Role Assignment Level fields. This option is selected by default.
Note:
If you summarize projects with the 'By calendar' option selected, then clear the
checkbox and summarize projects again, the previously existing summary activity
and resource spreads are not removed; you must remove them manually.
WBS Level: Choose the time interval, such as week or month, for storing
summarized activity data.
Resource/Role Assignment Level: Choose the time interval, such as week or
month, for storing summarized resource data.
By financial period: Select this option if you want to summarize and store
activity and resource data in financial period intervals that correspond to the range
of financial periods defined in the Financial Periods dictionary. Choosing this option
enables P6 Professional to accurately display all activity and resource data (both
actual to date and past period actual) in financial period timescale intervals.
136
33.8 RATE TYPES
The Rate Types tab enables you to provide a title for each of the five available
Price/Unit fields. The title should describe what the rate type represents, for
example, Government Rate.
Default Title: Lists the five Price/Unit fields available in the Project Management
module.
User-defined Title: Edit the user-defined title for each Price/Unit field you want
to use. For example, you could rename the Price/Unit 2 field to Commercial Rate
137
33.9 INDUSTRY
Use this tab to choose the type of industry in which you use this application.
The industry you choose causes the application to use terminology and default
settings for calculations that most closely align with the selected industry.
138
CHAPTER 34 : FINANCIAL PERIODS
Use the Financial Periods dialog box to define global customized financial periods.
Users can store a project's period performance (past period actuals) for any
predefined period contained in the Financial Periods dialog box.
The columns, fields, and buttons contained in the Financial Periods dialog box are
described below.
Period Name: A unique identifier for the period. When you create a new financial
period, the name defaults to the start and end dates for the period. Click on the
name to edit.
Start Date: The period start date you specified in the Select Financial Period
Timescale dialog box.
End Date: The period end date you specified in the Select Financial Period
Timescale dialog box.
Add: Click to open the Select Financial Period Timescale dialog box in which you
can specify the start and end date of the new period. When the dialog opens, the
default start date is the day after the previous period's end date; the default end
date is seven days later.
Note: The Start Date and End Date of a period cannot overlap the Start Date or
End Date of any existing period.
Batch Create Financial Periods
Last Period End Date: Displays the latest period end date contained in the
dictionary. This field is read-only.
Batch Start Date: Select the date on which you want the financial period batch to
start. The module will adjust the date in this field (if necessary) after you create the
batch depending on your selections in the Financial Period section.
Batch End Date: Select the date on which you want the financial period batch to
end. The module will adjust the date in this field (if necessary) after you create the
batch depending on your selections in the Financial Period section.
Financial Period: Select to make each financial period in the batch Every n Weeks
or Every n Months long (where n is the number of weeks or months); or, select
Every Year to make each period one year long.
Period Ends On: If you selected Every n Weeks, choose the day of the week you
want each financial period to end on. If you selected Every n Months, this field is
disabled. (The end date for each monthly period is the last day of the month.)
If you selected Every Year, select the month you want the financial period batch to
end on.
139
Batch Create: Creates the financial periods based on your selections.
All periods start at midnight and end at 11:59 PM. The end date must be at
least one day later than the start date; therefore, the shortest financial period
you can create is two days long. For example, if you create a financial period
with a Start Date of Nov 1, 2011, and an End Date of Nov 2, 2011, the period
begins at midnight on Nov 1st and ends at 11:59 PM on Nov 2nd.
You must have the Edit Financial Period Dates global privilege to add, edit, or
delete financial periods in the Financial Period dictionary.
You cannot modify the start and end dates of a financial period after it is
created. To modify the start and end dates of a period, you must delete the
financial period, and then create a new period with the desired dates.
CHAPTER 35 : THINGS TO REMEMBER
1. When Creating New Project Select EPS
140
2. To Assign Project calendar
3. When Switching from WBS Window to Activity Window
141
4. Arrow to be downward on Activity ID
5. Planned Date and Data date should be same before monitoring of the Project
142
6. View Schedule Log before saving the project as baseline and do necessary
linkages of the activities
7. Maintain Baseline
143
8. Assign Baseline
144

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Part-II

Primavera P6 Version 8.3

TVASTAR ENGINEERING SOLUTIONS PVT LTD

CHAPTER 1 : MAINTAINING BASELINES ............................................................ 6

CHAPTER 2 : PERCENTAGE COMPLETE TYPE ..................................................... 12

2.1 PERCENTAGE COMPLETE TYPE .................................................................................. 12

A PHYSICAL % COMPLETE: .................................................................................................. 12

B DURATION % COMPLETE: ................................................................................................. 13

C UNIT% COMPLETE: ........................................................................................................ 13

CHAPTER 3 : MONITORING THE CURRENT SCHEDULE ....................................... 14

3.1 AUTO APPLYING ACTUAL ................................................................................................ 14

3.2 UPDATE PROGRESS ..................................................................................................... 14

3.3 MANUAL UPDATING ..................................................................................................... 17

CHAPTER 4 : SUSPEND RESUME THE ACTIVIITES ..................................................... 20

CHAPTER 5 : DURATION TYPE ......................................................................... 21

CHAPTER 6 : RECALCULATE RESOURCE COST ................................................... 24

CHAPTER 7 : RESOURCE LEVELING .................................................................. 25

CHAPTER 8 : RESOURCE CURVES ..................................................................... 30

CHAPTER 9 : (S-CURVE) ................................................................................... 34

CHAPTER 10 : ACTIVITY STEPS ....................................................................... 38

CHAPTER 11 : SECURITY PROFILES & USERS ......................................................... 43

11.1 SECURITY PROFILE ...................................................................................................... 43

11.2 USERS .................................................................................................................... 46

CHAPTER 12 : EARNED VALUE ............................................................................ 49

CHAPTER 13 : THRESHOLD .............................................................................. 51

CHAPTER 15 : EXPORT / IMPORT .................................................................... 56

CHAPTER 16 : SEND PROJECT .......................................................................... 60

CHAPTER 17 : CHECK IN / CHECK OUT ............................................................. 62

CHAPTER 18 : PROJECT PORTFOLIO ..................................................................... 63

CHAPTER 19 : CONSTRAINTS .......................................................................... 64

CHAPTER 20 : PAGE SETUP ................................................................................ 69

CHAPTER 21 : GROUPING ............................................................................... 73

CHAPTER 23 : LAYOUTS .................................................................................... 78

CHAPTER 25 : LAYOUTS (EXERCISE) .................................................................... 83

25.1 SCHEDULE LAYOUT ...................................................................................................... 84

25.2 BASELINE SIGN-OFF FROM CLIENT ................................................................................... 84

25.3 UPDATING OF PROJECT ................................................................................................. 85

25.4 BASELINE COMPARISON ................................................................................................ 85

25.5 BUDGETED COST ........................................................................................................ 86

CHAPTER 26 : NOTEBOOK TOPICS ........................................................................ 87

CHAPTER 27 : REPORTS .................................................................................. 89

CHAPTER 28 : PUBLISHING PROJECT WEB SITE ............................................... 95

CHAPTER 29 : TRACKING LAYOUTS & REPORTS ............................................. 100

CHAPTER 30 : CURRENCIES........................................................................... 102

CHAPTER 31 : ADMIN CATEGORIES ............................................................... 105

31.2 EXPENSE CATEGORIES ................................................................................................ 106

31.3 WBS CATEGORY ...................................................................................................... 107

31.4 DOCUMENT CATEGORY ............................................................................................... 108

31.5 DOCUMENT STATUS ................................................................................................... 109

31.6 RISK TYPES ............................................................................................................ 110

31.7 NOTEBOOK TOPICS .................................................................................................... 111

31.8 UNITS OF MEASURE ................................................................................................... 112

CHAPTER 32 : USER PREFERENCES ................................................................ 113

32.1 TIME UNITS ............................................................................................................ 113

A UNITS FORMAT ........................................................................................................... 113

B DURATIONS FORMAT ..................................................................................................... 113

C UNITS/TIME FORMAT ..................................................................................................... 113

32.2 DATES .................................................................................................................. 114

32.3 CURRENCY .............................................................................................................. 116

32.4 E-MAIL ................................................................................................................. 117

32.5 ASSISTANCE ........................................................................................................... 118

32.6 APPLICATION ........................................................................................................... 119