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D67338GC10
Edition 1.0
December 2010
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Managing Projects in Primavera
P6 Professional Rel 8.0 Ed 1
D67338GC10
Edition 1.0
December 2010
Functions
Databases
BI BPM UCM
Enterprise P6 EPPM
Reports
• Windows-based
• Enterprise-wide
project and resource
management
• Optimized for very
large projects
• Optional module when
installing P6
• Progress Reporter
– Timekeeping and resource communication
• P6 Analytics
– Built on combination of P6 Reporting Database and Oracle
Business Intelligence (OBI)
– Interactive dashboards
– Reporting
• P6 Integration API and Web Services
– Enables developers to create programs to integrate P6 with
other products and generate reports.
PROJECTS
• Enterprise data
– Available to all projects across an organization.
– Provides global standards and structure necessary for
centralized project and resource management.
– Defined and maintained by administrator.
• Project-specific data
– Available only to the project in which it is defined.
– Usually defined by project managers.
• Some data can be both enterprise and project-specific.
Menus
Window
Toolbars
Toolbars
Top Layout
Bottom Layout
Project A/
Root/Level 1 WBS
WBS of the BLDG project, which you will use throughout this
course.
BLDG
Plumbing and
Plumbing and Floor and
Elevator HVAC Lighting Carpentry Paint
Electrical Carpet
Fixtures
Doors and
Brick Roof
Windows
Laborer X W X W X
Engineer W X W W W
High-Capacity Crane X X W W X
W = work day X = nonwork day
Laborer X W X W X
Engineer W X W W W
High-Capacity Crane X X W W X
Laborer X W X W X
Engineer W X W W W
High-Capacity Crane X X W W X
• Global
– Calendars that can be used by all projects and resources.
– Example: 5-day workweek, 8 hours/day (usually with holidays
and non-work days from the organization’s calendar).
• Project
– Project-specific calendars.
– Example: 6-day workweek calendar to accelerate project.
• Resource
– Resource calendar can be assigned to resource only – not to
an activity.
– Example: Personal vacation days for an individual resource.
Activity E
Activity F
Predecessor to Successor to
Activity B Activity B
A
First Activity
B
Second Activity
A
First Activity
B
Second Activity
A
First Activity
B
Second Activity
A
First Activity
B
Second Activity
Activity B can start after activity A finishes and seven days have
passed.
A
First Activity
FS 7d
B
Second Activity
Example: After the concrete floor is poured and cures for seven
days, we can begin constructing the walls.
A
First Activity
SS 3d
B
Second Activity
1 5
11 25
1 10
6 10
11 25
1 10
l P ath
r itica
C
Formulas:
Early Start + Duration - 1 = Early Finish
Late Finish - Duration + 1 = Late Start
Late Start - Early Start = Total Float
Formulas:
Early Start + Duration - 1 = Early Finish
Late Finish - Duration + 1 = Late Start
Late Start - Early Start = Total Float
On or Before
LS LF
Mandatory Mandatory
Start Finish
ES EF
On or After
• Determines the
sequence in which
activities are listed
within grouping bands.
• Based on data item, you
can sort:
– Alphabetically
– Numerically
– Chronologically
• Click on column header
to quickly sort
ascending, descending
Sorted by Start date Sorted by Start date
Ascending Descending
Filter
Link
Document
Activity
WBS
ROLES
RESOURCES
Project Mgr Civil Engineer Mech Engineer Cost Engineer
Tim
PRIMARY Harris
ROLE
Oliver
Rock
ROLE
Paul
Kim
Labor (people)
• Resources and roles
• Measured in units of time.
• Generally re-used between activities/projects.
• Recorded in terms of price/unit (for example,
$50/hour).
Nonlabor (equipment)
• Measured in units of time.
• Recorded in terms of price/unit (for example,
$500/hour).
Material (consumables)
• Measured in units other than time (for
example, $5/sq.ft.).
Project Manager
Project Manager Project Manager
Tim Harris
Assign by role:
• At least one role must be assigned to an activity.
• Replace role assignment with a specific resource.
• Replace single role assignments individually or multiple
role assignments simultaneously.
Assign directly from the resource dictionary:
• Labor resources without role assignments.
• Required method when assigning nonlabor and material
resources.
2. Assign resource to
activities.
Other PM Applications
P6 Database Other P6 Professional Users
Primavera PM (XER)
• P6’s proprietary format.
• Independent of database type used (Oracle or MS SQL).
Primavera PM (XML)
• Share project information between P6 EPPM databases.
• Compatible with Microsoft Project 2002 or later.
Spreadsheet (XLS)
• Compatible with Excel and other spreadsheet applications.
Primavera Project Planner (P3)
• Share project information with Oracle Primavera Project
Planner version 3.x.
Microsoft Project (MPX, XML)
• Integrate with Microsoft Project and other third-party tools.
Copyright © 2010, Oracle. All rights reserved.
SECTION IV
Project Execution
and Control
Methods of Applying Progress
Executing the Project Plan
Reflection Projects
Analyzing the Updated Project
Reporting Performance
DATA
ESTIMATED PRECISION EXACT
Timesheets
• Resource usage
• Expenses
Duration Types
Calculating Percent Complete
Earned Value
Managing Multiple Projects
Advanced Scheduling
Examples:
2 days X 8 hrs/day = 16 hours
3 days X 4 hrs/day = 12 hours
5 days X 16 hrs/day = 80 hours
Although the labels for the variables may change, the basic
equation remains the same:
• For a Non-Progressed Activity:
Original Duration X Budgeted Units/Time = Budgeted Units
Related equations:
Actual Units + Remaining Units = At Completion Units
Budgeted Units – At Completion Units = Variance (in Units)
10 d 8 h/d 80 h
Change
5d
Duration
Change
4 h/d
Units/Time
Change Units 120 h
10 d 8 h/d 80 h
Change
5d
Duration
Change
4 h/d
Units/Time
Change Units 120 h
10 d 8 h/d 80 h
Change
5d
Duration
Change
4 h/d
Units/Time
Change Units 120 h
10 d 8 h/d 80 h
Change
5d
Duration
Change
4 h/d
Units/Time
Change Units 120 h
Project Plan:
10-day project to build 10 desks for $1,000
• $1,000 total value
• 1 desk per day
• $100 per desk
In our example:
$300 (EV) – $500 (PV) = – $200 (SV)
In our example:
$300 (EV) – $600 (AC) = – $300 (CV)
In our example:
300/500 = .6
In our example:
300/600 = .5
Key
st
Co
SV Schedule Variance
al
CV Cost Variance
tu
lu
Va
alue
d V
r ne
Ea
Can activities that are not on the critical path affect project
duration?
1. Yes
2. No
Retained Logic
Preserves original
relationship between
activities.
Progress Override
Disregards original
relationship between
activities.
5 day workweek
7 day workweek