Documente Academic
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Documente Cultură
Dhanapal A
PRIMAVERA FUNCTIONAL
CONSULTANT
E mail:arumugam.dhanapal@gmail.com
SETTING UP OF EPS
Hierarchical structure
Created up to 50 levels
Max character length for an
EPS ID is 20 and for EPS
Descriptions are 100.
To Create EPS :
Activate Enterprise/
Enterprise Project
Structure menu.
Create EPS node by clicking
on Add option in the EPS
window.
Click on the Arrow
buttons to indent Left /
Right or to shift Up/Down.
SETTING UP OF OBS
User access to
EPS/Project/WBS nodes are
implemented through OBS
OBS can be created up to
25 levels
Maximum character length
for an OBS element is 100
To Create OBS
Activate
Enterprise/OBS menu.
To add an OBS element
click on Add option in
the OBS window.
Click on the Arrow
buttons to indent Left /
Right or to shift
Up/Down.
Adding a Project
To create a project
Activate Enterprise /
Projects and click the
Add button (or)
Activate File / New
menu.
Select the EPS node,
under which project is to
be defined
Adding a Project
Enter Project ID and
Project Name
Adding a Project
Assign responsible OBS
and click on FINISH
button
Unlimited projects can be
created under any EPS
node
Max character length for
any project id is 20 and
for any Project name is
100.
Creating WBS
Hierarchical arrangement
of projects
Project is the highest level;
individual activity is the
lowest level
Can be created up to 50
levels
Max character length for
any WBS Code is 20 and
for any WBS name is 100.
To create WBS
Activate WBS from
HOME page or from
Project / WBS menu.
Enter WBS code and
description
Creating WBS
Assigning OBS Element to
WBS
Click on WBS from HOME
page
Click the General tab in WBS
detail form
Creating Calendars
Three calendar pools are
defined :
Global calendar pool
contains calendars that
apply to all projects.
Project calendar pool is a
separate pool of
calendars for each
project
Resource calendar pool
is a separate pool of
calendars for each
resource.
Calendar assignments are
used for activity scheduling,
tracking and resource
leveling.
Creating Calendars
Three calendar pools are
defined :
Global calendar pool
contains calendars that
apply to all projects.
Project calendar pool is a
separate pool of
calendars for each
project
Resource calendar pool
is a separate pool of
calendars for each
resource.
Calendar assignments are
used for activity scheduling,
tracking and resource
leveling.
Creating Calendars
Adding Activities
ACTIVITY TYPES
Task Dependent
Typically used when the work needs to
be accomplished in a given time frame,
regardless of the assigned resources
availability.
The activitys resources are scheduled
to work according to the activity
calendar
Duration is determined by
the assigned calendars
workweek.
Adding Activities
ACTIVITY TYPES
Resource Dependent
Level of Effort
Typically used for ongoing tasks
dependent on other activities.
Duration is determined by its
predecessor / successor
activities.
Cannot assign constraints.
Adding Activities
ACTIVITY TYPES
Start Milestone
Cannot assign
resources / roles.
Finish Milestone
Typically used to
mark the end of a
phase or to
communicate project
deliverables.
Zero duration activity
and only has a finish
date.
Can assign
constraints,
expenses, work
products and
documents.
Cannot assign
resources / roles.
Adding Activities
ACTIVITY TYPES
WBS Summary
Adding Activities
ACTIVITY STEPS
Adding Activities
ACTIVITY STEPS
To update Activity percent complete
based on the weight assigned to
each activity step :
Mark the Activity Percent Complete
based on Activity Steps checkbox
in the Calculations tab in the
Projects window
Choose Physical as the activitys
percent complete type in the
General tab in the Activities
window
Adding Activities
Activity % Complete
Type
The way in which the
percent complete for
the selected activity
is determined.
Adding Activities
Activity % Complete Type
Duration Type :
Physical Type :
No link is established
between Physical %,
Remaining duration and
Actual Resource units
Units Type :
The selected activitys Activity %
Complete is tied to its Units%
Complete.
Establishes link between actual
resource units and Units%.
Adding Activities
Duration Type
Setting which
allows 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 :
Duration x Unit /
Time = Units
Adding Activities
Activity Duration
Type
Duration
Units
Duration
Units / Time
Units
Units
Fixed Units
Duration
Units / Time
Duration
Units / Time
Units / Time
Units
Duration Type
Adding Activities
To add activities click on Activities in
the HOME page or Project / Activities.
Organize the layout based on WBS &
Sort by Activity ID.
Add activities to respective WBS level
by clicking on ADD on Command Bar
Button Text.
For Auto-numbering activities and
increment, select the project in the
Projects View and select Default
Tab in the detail form and give activity
prefix, suffix and increment.
Relationships
Defines how an
activity relates to the
start or finish of
another activity or
assignment.
An activity can
have as many
relationships as
necessary to model
the work that must
be done
Relationship
Types
Finish to start
Finish to finish
Start to start
Start to finish
Relationships
Finish to start The successor activity can
begin only when the predecessor activity
completes.
Finish to finish The finish of the successor
activity depends on the finish of the
predecessor activity.
Start to start The start of the successor
activity depends on the start of the
predecessor activity.
Scheduling
Scheduling
Before scheduling
the project, you
should confirm the
data date. The data
date reflects the
date used as a
starting point for
scheduling the
project plan.
When you
schedule a
project,
activity dates
are calculated
according to
durations and
logic.
Applying Constraints
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.
Constraint Types
Applying 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.
1. To create resource
dictionary click on
Resources from HOME
page.
2. Create a resource pool by
clicking ADD menu.
3. To add the resource, click
on ADD option.
4. Enter Resource ID and in
the details tab, select the
resource classification,
namely Labor, Non-Labor
and Material resource.
5. Click on Units & Prices
tab and give the resource
availability and the
Price/Time.
Adding expenses:
1.Choose Project, Expenses.
2.Click Add and select the
activity to which you want to
assign the expense, then
click the Select button.
3.Click the General, Activity,
Costs, and Description tabs,
and enter details for the
expense.
COST ACCOUNTS
COST ACCOUNTS:
Cost accounts enable one to
track Activity Costs and Earned
value through out the project
lifecycle.
Creating a cost account
hierarchy:
1.Choose Enterprise, Cost Accounts.
2.Type the cost accounts ID and
cost accounts name.
3.Type a brief description of the
cost account.
Creating a baseline
Note:
Combination
of two
Monitoring the Current
Schedule
updating methods
REPORTS
Two Reporting tools are available to access and report information :
Report Wizard
Report Editor
REPORTS
Report Wizard
Use Report Wizard,
To create a wide
variety of
customized
reports.
Select the
category of
information and
specific fields to
include.
Group, sort and
filter project
information.
Include timedistributed data for
units and costs.
REPORTS
Report Editor
Use Report Editor,
To create a wide
variety of highly
customized reports.
Group, sort and
filter project
information.
Include timedistributed data for
units and costs.
Reflection Project
A Reflection project is a copy of an active project that can be used
for what-if analysis
Create a Reflection
Project
1. In the Projects view, right
click on the project for
which you want to create a
reflection.
2. In the context menu, click
Create Reflection.
3. If the project does not
contain any baselines, the
system responds by creating
a reflection.
4. Otherwise, the system
responds by displaying the
Copy Baselines dialog box
Reflection Project
Merging a Reflection into the Source project
Reflection Project
Merging a Reflection into the Source project
Choose changes to merge
There are two ways the changes can
be viewed , or grouped , in the
Preview Changes to Project dialog
box : by subject area or by activity
When you view the changes by
activity, check boxes appear in
the Merge column for activity
rows. This allows you to select
which activities to merge into the
source project.
Export / Import
Exporting Projects
To export projects activate
File/Export menu.
Projects can be exported into XER,
MPX, XML, XLS format.
Resources, Roles can also be
exported from P6 in either XER,
MPX or XLS format.
Users should ensure that the project
to be exported should be open.
Export / Import
Importing Projects
To import projects activate
File/Export menu.
Projects to be imported should be in
XER, MPX, XML, XLS format.
Users should specify the EPS node
under which the project should be
imported.
Users can also choose the layout
configuration to be used during the
import.