View
217
Download
0
Category
Preview:
Citation preview
8/10/2019 P6V83Web Sample PowerPoint Presentation 6 Slides Per Page
1/9
P6 Version 8.2 & 8.3 EPPM Web
Power Sample Point Slide Show
Copyright Eastwood Harris Pty Ltd 1
THIS SLIDE REQUIRES NEWPICTURE
Page 2
Welcome to the
Eastwood Harris Pty LtdPrimavera P6Version 8.3
EPPM Web Tool
2 day training courseEnterprise Portfolio Project
Management
Page 3
IMPORTANT POINTS FORINSTRUCTOR See notes below.
Page 4
Administration Evacuation
Facilities, timings and meals
Mobile phones & Emails
Introductions:
Your name,
The types of projects you are involved in,
Your experience in scheduling software and
What you seek from this course,
Course attendance sheet,
Course conduct.
Page 5
Course Objectives
This course objectives are to teach participants:
Introduction to the user interface,
How to create and plan projects without resourcesincluding creating the WBS, adding activities,relationships and constraints,
Formatting, filters, layouts and printing,
Assigning Baselines and updating an un-resourcedproject,
Adding and assigning Roles and Resources,
Updating a Resourced project,
Successful completion of the workshops is required tocomplete the course.
Page 6
6
Course AgendaDAY 1
1 - Introduction
2 - Creating a Project Plan
3 - Starting Up and Navigation
4 - Creating a New Project
5 - Defining Calendars
6 - Creating a Primavera Project WBS
7 - Adding Activities and Organizing Under the Wbs
8 - Formatting the Activity Window and Views
9 - Adding Relationships
10 - Activity Network View
11 Constraints
continued
8/10/2019 P6V83Web Sample PowerPoint Presentation 6 Slides Per Page
2/9
P6 Version 8.2 & 8.3 EPPM Web
Power Sample Point Slide Show
Copyright Eastwood Harris Pty Ltd 2
Page 7
7
Course AgendaDAY 2
12 - Printing and Reports
13 - Scheduling Options and Setting a Baseline
14 - Updating an Unresourced Schedule
15 - Administer Menu
16 - Creating Roles and Resources
17 - Assigning Roles, Resources and Expenses
18 - Resource Optimization
19 - Updating a Resourced Schedule
20 - Other Methods of Organizing Project Data
21 Index.
Page 8
1 - INTRODUCTION
1.1 - Purpose
1.2 - Required Background Knowledge
1.3 - Purpose of Planning
1.4 - Project Planning Metrics
1.5 - Planning Cycle
1.6 - Levels of Planning
1.7 - Monitoring and Controlling a Project.
Page 9
1.1 Purpose of the course
Provide a method for planning, scheduling andcontrolling projects using Primavera,
Within an established Enterprise Project database ora blank database,
Up to an intermediate level.
Page 10
1.2 - Required BackgroundKnowledge The ability to use a personal computer and
understand the fundamentals of the operatingsystem,
Experience using application software such asMicrosoft Office and
An understanding of how projects are planned,scheduled and controlled, including understanding
the project management processes applicable toyour projects.
Page 11
1.3 - Purpose of Planning
The ultimate purpose of planning is to build a modelthat allows you to predict which activities andresources are critical to the timely completion of theproject,
Strategies may then be implemented to ensure thatthese activities and resources are managedproperly, thus ensuring that the project will be
delivered both On Time and Within Budget.
Page 12
Planning aims to: Identify the total scope and stakeholders
Plan to deliver the scope and understand the risks
Evaluate different project delivery methods
Identify the deliverables under a logical breakdown ofthe project, often called WBS or PBS
Identifying activities required to produce the deliverables
Identify and optimize the use of resources
Evaluate if target dates may be met
Identify risks and plan to minimize them
Provide a baseline plan
Assist in stakeholders communication
Assist management to think ahead and make informeddecisions.
8/10/2019 P6V83Web Sample PowerPoint Presentation 6 Slides Per Page
3/9
P6 Version 8.2 & 8.3 EPPM Web
Power Sample Point Slide Show
Copyright Eastwood Harris Pty Ltd 14
Page 79
3 - STARTING UP ANDNAVIGATION - SUMMARY3.1 - Special Note Regarding Web Based Project
Management Tools
3.2 - Logging In
3.3 - Primavera P6 Architecture
3.4 - P6 Web Functionality Areas and Interface
3.5 - Viewing Project Data
3.6 - Understanding the Projects Window
3.7 - Right-clicking with the Mouse
3.8 - Full Screen Mode Icon
3.10 Search Function
Continued
Page 80
3 - STARTING UP ANDNAVIGATION SUMMARY (cont)3.11 Accessing Help
3.12 Find and Replace
3.15 Closing Down
Page 81
3.16 - Workshop 1 - NavigatingAround the Windows To become familiar with Primavera you will open your
database and navigate around the windows,
Note: Your windows may look different from the oneused in this publication which uses a demonstrationdatabase provided by Oracle Primavera.
Page 82
4 - CREATING A NEW PROJECT
4.1 - Creating a Blank Project
4.2 - Copy an Existing Project
4.3 - Using the Project Templates Function,
4.4 - Importing a Project
4.5 - Saving Project Information on Changing Windows
4.6 - Deleting a Project
4.7 - Setting Up a New Project
4.8 - Saving Additional Project and EPS Information Notebook Topics
4.9 - Workshop 2 Creating Your Project.
Page 83
4.1 - Creating a Blank Project
There are several methods to create a new projectfrom the Projects, EPS page:
Adding a new project from the Actions menu, or
Copy an existing project and editing it, or
Using the Project Template feature, or
Import a project created from another Primaveradatabase or created with another software programsuch as P3, SureTrak or Microsoft Project, or AstaPowerproject.
continued
Page 84
Creating a Blank ProjectYou may create a new project at any point in time by:
Selecting the Projects, EPS, Actions, Add, AddProject... icon from the menu, or
Clicking on the Add Project... icon on the toolbar toopen the Add Project form.
Information Required:
A unique Project ID
Project Name
Optional Description
EPS Node
Responsible Manager (OBS)
Planned Start date
(Optional Must FinishBy date).
8/10/2019 P6V83Web Sample PowerPoint Presentation 6 Slides Per Page
4/9
P6 Version 8.2 & 8.3 EPPM Web
Power Sample Point Slide Show
Copyright Eastwood Harris Pty Ltd 26
Page 151
7.6 - Elapsed Durations
An Elapsed duration is a duration that runs 24x7,
A P6 activity may NOT be assigned an Elapsedduration as in Microsoft project,
A P6 activity should be scheduled on a 24hrs/day and7 days per week calendar to assign an elapsedduration.
Page 152
7.7 - Finding the Bars in the GanttChart At times you will find there are no bars displayed in
the Gantt Chart because the Timescale has scrolled
too far into the past or future,
Double-click in the Gantt Chart in line with an activity
and the Timescale will scroll to display the activitybar.
Page 153
7.8 - Activity Information Bottom Layout Tabs
General
Assignments (Resources inthe Client)
Expenses
Notebooks (Notebook in
the Client) Risks
Trace Logic
Steps
Feedback
Documents (WPs & Docs inthe Client)
Codes
Predecessors & Successors(Relationships as in Client)
Issues
The Bottom pane has a number of tabs where informationabout the highlighted activity may be viewed and edited:
Page 154
7.9 Discussion FeatureA new tab has been added to the Activities Window in P6Version 8.3, titled Discussion which enables:
Users to create a discussion thread for each act ivity,
Each entry is saved with the date of entry and username and the entire thread is recorded:
Page 155
7.10 - Assigning Calendars toActivities Activities often require a different calendar from the
default Project Calendar assigned in the ProjectInformation form,
Primavera enables each activity to be assigned aunique calendar, by displaying the Calendar column:
Page 156
7.11.1 - Assigning Activities to aWBS Node A new activity will inherit the WBS Node of a selected
existing activity when the project is organized byWBS Nodes and an activity is created,
You may cut and paste activities from one WBS Nodeto another, or
Change the activity WBS by:
Inserting the WBS column by clicking on the Columnsicon and selecting WBS from the Columns form underGeneral, then
Clicking in theWBS column ofan activity willopen the SelectWBS form:
8/10/2019 P6V83Web Sample PowerPoint Presentation 6 Slides Per Page
5/9
P6 Version 8.2 & 8.3 EPPM Web
Power Sample Point Slide Show
Copyright Eastwood Harris Pty Ltd 38
Page 223
12.4 - Enhanced Printing from theEPS and Activities Windows
Unlike olderversions of P6,
the Version R8.3allows the user toprint from eitherthe EPS or
Activities windowand print only theProject or ActivityTable excludingthe Gantt Chart;
Page 224
12.5 - Reports
Reports are run from the dashboard and are not partof this book:
Page 225
12.6 - Other Primavera ReportingOptions There are several other several other tools available
from Oracle that may be used generate Primaverareports,
These include P6 Analytics and BI Publisher whichare not covered in this course.
Page 226
12 - PRINTING AND REPORTS
12.1 - Printing the Gantt Chart
12.2 - Print Preview
12.3 - Page Setup
12.4 - Reports
12.5 Enhanced Printing from the EPS and ActivitiesWindows
12.6 - Other Primavera Reporting Options
12.7 - Workshop 10 Printing.
Page 227
12.7 - Workshop 12 - Printing
We want to issue a report for comment bymanagement and will set up our Headers andFooters.
Page 228
13 - SCHEDULING OPTIONS ANDSETTING A BASELINE
13.1 - Understanding Date Fields
13.2 - Scheduling Options General Tab
13.3 - Setting the Baseline
13.4 Additional Baseline Fields
13.5 - Workshop 11 WBS, LOEs and Setting theBaseline.
8/10/2019 P6V83Web Sample PowerPoint Presentation 6 Slides Per Page
6/9
P6 Version 8.2 & 8.3 EPPM Web
Power Sample Point Slide Show
Copyright Eastwood Harris Pty Ltd 50
Page 295
15.9 - User Sessions
This allows the identification of all users who areusing the system.
Page 296
15.10 - Miscellaneous Defaults
There is no Default Project as in the WindowsClient,
Read the section in the Scheduling Options General Tab to understand these way multiple
opened projects calculate in the Web.
Page 297
15 - ADMINISTER MENU SUMMARY 15.1 - Administer Menu
15.2 - My Calendar
15.3 - My Preferences
15.4 - Administer Settings
15.5 - Enterprise Data
15.6 - Global Schedule Services
15.7 - User Access
15.8 - User Interface Views
15.9 - User Sessions
15.10 - Miscellaneous Defaults.
Page 298
16 - CREATING ROLES ANDRESOURCES 16.1 - Understanding Resources and Roles
16.2 - Creating Roles
16.3 - Creating Resources and the Resources Window
16.4 - Workshop 13 Adding Resources to theDatabase.
Page 299
16.1 - Understanding Resourcesand Roles Traditionally, planning and scheduling software
defines a Resource as something or someone that isrequired to complete the activity and sometimes haslimited availability. This includes people or groups ofpeople, materials, equipment and money,
Primavera a has a function titled Roles,
A Role is normally used at the planning stage of aproject and represents a skill or position. Later, andbefore the activity begins, a Role would be filled byassigning a specific individual who would be def ined
as a resource,
Roles may be assigned to both Resources andActivities.
Page 300
Understanding Resources andRoles Roles are able to show the gap between the available
supply of resources and planned supply (forwardload)
8/10/2019 P6V83Web Sample PowerPoint Presentation 6 Slides Per Page
7/9
P6 Version 8.2 & 8.3 EPPM Web
Power Sample Point Slide Show
Copyright Eastwood Harris Pty Ltd 62
Page 367
19.7 - Updating the Schedule
This takes place in two steps:
Firstly the Dates and Durations are updates in the sameway as an un-resources schedule, then
The Resources and Expenses Units and Costs areupdated,
It must be decided how this operation is completed as thereare many options.
Page 368
19.7.1 - Preferences, Defaults andOptions for Updating a Project
Most Primavera options are good, but there are some thatshould be changed. The options to be considered andchecked before updating a schedule:
% Complete Type
Activity Type
Link actual to date and actual this period units and cost
Duration Type
Resource Assignments options
Resources Cost Calculation options
Auto Compute Actuals
Calculate Costs from Units
Schedule Options
Steps
Earned value calculation.
Page 369
19.7.2 - Updating Dates andPercentage CompleteThe schedule should be first updated as outlined in theTracking Progress chapter,
In summary, this is completed by entering:
The Actual Start and Actual Finish dates of Completeactivities,
The Actual Start, % Complete and/or RemainingDuration of In-Progress activities,
Adjust Logic, Constraints and Durations of Un-startedactivities.
Page 370
19.8 - Updating ResourcesResource units and costs may be updated using one ofthe following methods:
Entering the data using the Assignments tab in theActivities Window, or
Entering the data using the right section of theGeneral tab in the Activities Window, or
Entering Progress Automatically from the timesheets,a process titled Applying Actuals, or
Importing from Excel. Actual dates and RemainingDurations may be imported but Suspend and Resumemay not,
The instructor will demonstrate this process using theAssignments tab and General tab in in the ActivitiesWindow.
Page 371
19.9- Updating Expenses
Expenses are updated in a similar way to resources inthe Activities Window, Expense tab, and aresimple to use.
Expenses will not be covered in detail, but here aresome notes in the book about Expenses that you mayfind useful.
Page 372
19.10 - Updating Using ProgressReporter Progress Reporter, also previously known as Team
Player, is the Primavera timesheet application,
There are some notes in the book about this functionbut is not covered in this course.
8/10/2019 P6V83Web Sample PowerPoint Presentation 6 Slides Per Page
8/9
P6 Version 8.2 & 8.3 EPPM Web
Power Sample Point Slide Show
Copyright Eastwood Harris Pty Ltd 63
Page 373
19 - UPDATING A RESOURCEDSCHEDULE - SUMMARY 19.1 - Understanding Planned Values and Baseline Projects 19.2 - Understanding the Current Data Date
19.3 - Information Required to Update a Resourced Schedule
19.4 - Project Preferences Defaults for Updating a ResourcedSchedule
19.5 - Activities Window Percent Complete Types
19.6 - Using Steps to Calculate Activity Percent Complete
19.7 - Updating the Schedule
19.8 - Updating Resources
19.9 - Updating Expenses
19.10 - Updating Using Progress Reporter
Page 374
19.11 - Workshop 16 Updating aResourced Schedule We now need to update the activities and resources
as of 09 Dec 13.
Page 375
20 - OTHER METHODS OFORGANIZING PROJECT DATA 20.1 - Understanding Project Breakdown Structures
20.2 - Activity Codes
20.3 - User Defined Fields
20.4 - Workshop 17 Activity Codes and UserDefined Fields (UDF)
Page 376
20.1 - Understanding ProjectBreakdown StructuresThe Work Breakdown Structure WBS function wasdiscussed earlier as a method of organizing projects andactivities under hierarchical structures.
There are alternative features available in Primavera forgrouping, sorting and fil tering activities, resources, andproject information:
Activity Codes
User Defined Fields (UDF)
WBS Categories not covered
Resource Codes not covered
Cost Accounts not covered.
Page 377
20.2 - Activity CodesActivity Codes may be used to Group, Sort, and Filteractivities from one or more open projects,
Activity Codes, such as Phases, Trades, orDisciplines, are often defined in the Activity CodesDefinition form,
Activity Code Values are defined in the in theAdminister, Enterprise Data, Activities, ActivityCodes tabs, such as:
Phases of Design, Procure, Install and Test,
Trades of Brickwork, Plumbing and Electrical, and
Disciplines of Concrete, Mechanical, Pipework,
Activity Codes are assigned from the ActivitiesWindow using the Codes tab in the lower pane ordisplaying the appropriate Activity Code column,
The instructor will demonstrate.Page 378
20.3 - User Defined Fields
User Defined Fields are similar to Custom Data Itemsin P3 or Custom Fields in Microsoft Project andprovide the ability to assign additional information todatabase records,
They may be used for recording information aboutthe data field as an alternative to Activity Codes andother predefined Primavera fields,
The type of data that may be assigned to UserDefined Fields would be equipment number, ordernumber, variation or scope number; road, railway or
pipeline changes; address and additional costs data,
continued
8/10/2019 P6V83Web Sample PowerPoint Presentation 6 Slides Per Page
9/9
P6 Version 8.2 & 8.3 EPPM Web
Power Sample Point Slide Show
Copyright Eastwood Harris Pty Ltd 64
Page 379
User Defined Fields
Activity data may be filtered, grouped, and sortedusing these User Defined Fields in a similar way toActivity Codes,
Data may be imported into the fields and, unlikeActivity Codes, the data item does not have to existin the database before importing,
There are a number of predefined fields that may berenamed and new ones may be created.,
The instructor will demonstrate UDFs.
Page 380
20 - OTHER METHODS OFORGANIZING PROJECT DATA -SUMMARY 20.1 - Understanding Project Breakdown Structures
20.2 - Activity Codes
20.3 - User Defined Fields
Page 381
20.4 - Workshop 17 Activity Codesand User Defined Fields (UDF) This workshop will look at creating an Activity Code
and some UDFs,
We will create an activity code to represent thedepartments responsibilities for the Project.
Page 382 TCC0205-TRG-TM-SP10\A2
Review Expectations
Any questions,
Complete Feedback Sheet,
Have we met your expectations?
Page 383
Database Cleanup at end ofcourse, if required:Please could you delete all:
User Filters
User Layouts
The resources created but NOT yourResource node
Your projects.
Page 384
384
Thank you for attending
Recommended