P6 Tips-Tricks Client

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Tips Tricks with Version Six (Client)Don Louser PMP, PMA Consultants LLC

Give Us Your Card

There are more items in this presentation than we will have time to demonstrate Give us your business card and we will send you the entire presentation complete with notes Or, contact me @ dlouser@pmaconsultants.com

2

What we have for you today...

Whats New in Client v. 6.0 (Slides 1-20) Use of Indicators (Slide 21) Global Changes De-status the Schedule (Slides 22-26) Global Changes Change WBS from Filters (Slide 27) Export and Importing Projects (Slides 28-39) Project details that are often forgotten (Slides 40-42) Renumbering Activities (Slides 43-45) Building your Schedule Making a List (Slides 46-47) Building your Schedule - Linking Shortcuts (Slide 48) The Schedule Report (Slides 49-52) Lag Calendars (Slides 53-54) 3

What we have for you today (cont.)...

(Slides 55-58) Coding and WBS Shortcuts (Slides 59-63) Finding and Filtering Activities (Slides 64-65) Roles and Resource Loading (Slides 66) Schedule Crashing Basics (Slides 67-68) Advanced Layouts For Communication (Slides 69-71) Advanced Gantt Chart Formatting (Slides 72-76) Exporting and Importing Layouts/Reports (Slide 77) Add Bar-charts & Graphics to Reports (Slides 78-83) Working with Baselines (Slides 84-91)4

Fragnets

Whats New Reflection Projects Power with Simplicity !!! A Reflection is a Copy of a Project that enhances Your Ability to What If or Update Your Project Same Name What If Internal Link to Source Baseline Timesheet Data Activity Owner Activity Owner make changes via .xer or Web Review & Change or Merge As Is (Check Boxes) Merge Will Not remove Activities, Resource Assignments, WBS Elements, Work Products & Docs, Expenses, Issues or Risks if deleted from Reflection DEMO5

Whats New - Create Reflection Project

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Making Changes to Reflection Projects

Use to test Scenarios or Update Project Send w/Project Specific Layout to Others to Update Import/Export just like any other Project file Activity Owner designate Owner w/Required Web License & Privileges to Update/Change Admin or Project Superuser gets last shot to Review/Correct before merging back into Source Project Merge Will Not remove Activities, Resource Assignments, WBS Elements, Work Products & Docs, Expenses, Issues or Risks if deleted from Reflection

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Merging Reflection into Source Project Close all Projects Go to Projects Table Select Reflection Project Right Click Merge Reflection into Source Project

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Merging Reflection into Source Project

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Merging Reflection into Source Project

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Merging Reflection into Source Project

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Whats New Future Bucket Planning

Redistribute Even Distribution of Budgeted Units Editable Security Privilege Duration Type Must be Fixed Duration & Units, or Fixed Duration & Units/Time Use Resource Spreadsheet or Resource Assignment In Future Bucket Period type or change Values as Needed12

Whats New Future Bucket PlanningDay 1 Even Spread Future Bucket 8 8A Day 2 8 8A Day 3 8 4A Day 4 8 10R Day 5 8 10R TOTAL 40 40

Assuming Daily TS P5 spread evenly Actual levels of work may vary Example shows 20 A units in 3 days Remaining needs to be adjusted Two remaining buckets reflect adjustment Activity Adjusted must have Fixed Duration & Units, orFixed Duration & Units/Time Use Resource Spreadsheet to adjust future bucket period13

Edit Future Bucket Security

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Whats New Group & Sort Dialog New Checkbox for Show Group Totals, Shrink Vertical Bands

SHOW PIX & EXPLAIN

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Whats New - Search in Pop-Up Dialog and Type Ahead in Drop Down

SHOW PIX & EXPLAIN

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Whats New - Copy Baselines Checkbox in Copy Project Options

Copy Baselines Dialog

# Copies Controlled by New Setting in Admin Preferences17

Admin preferences Setting for Copying Baselines

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Whats New - Role Limits Similar to Limits for Resources Effective Date and Max Units/Time

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Whats new Project Specific Layouts (Yeah!) Layout with Filter when Project Exported Reduces Need for Global Layouts Only Global and Layout Filters will Restrict Use Expanded & Collapsed Bars & Row Height Setting when switching between layouts and Windows (Yeah!)

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Use of Indicators

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Useful Global Changes De-Status the ScheduleRe-create a Baseline, Copy an Existing Schedule that has Been Progressed Project Detail Calculations Tab =

Any Actual Units that Exist Must be set to 0 See Actual Units Slide

Run 2 Global Changes to Reset Activities to Not Started See De-Progress GCs

Make any Needed Changes and Reschedule

Skip22

Useful Global Changes De-Status the Schedule (cont.)

Actual Work Units Go Back

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Useful Global Changes De-Status the Schedule (cont.)

De-Status the GCs

Go Back

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Errors?Sometimes...

An Activity may have a Unit without a Resource Assigned...

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Useful Global Changes De-Status the Schedule (cont.)

Set Cols for All UnitsDelete Manually, or Use the FillDown Feature

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Useful Global Changes Change WBS Based on Filters

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Exporting and Importing ProjectsPrimavera PM/MM (.xer) MS Project Project Planner (P3) Spreadsheet (.xls) Primavera Contractor 4.1 (.xer)

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Exporting and Importing Projects Spreadsheet (.XLS)

1. Select Items for Export

2. Separate Sheet for Each Item

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Exporting and Importing Projects Spreadsheet (.XLS) (cont.)

3. Select a Project (it must be open)

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Exporting and Importing Projects Spreadsheet (.XLS) (cont.)

4. Establish Templates for each Item

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Exporting and Importing Projects Spreadsheet (.XLS) (cont.)

5. Certain items are mandatory, and you can filter & sort

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Exporting and Importing Projects Spreadsheet (.XLS) (cont.)

6. Select any or all templates

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Exporting and Importing Projects Spreadsheet (.XLS) (cont.)

7. Select the file path and name

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Exporting and Importing Projects Spreadsheet (.XLS) (cont.)

8. Confirm before you finish

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Exporting and Importing Projects (cont.)

One Worksheet Per Subject36

Exporting and Importing Projects (cont.)

Caution! Dont Edit this Sheet37

Importing Projects

Importing is a Snap!

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Importing Projects (cont.)

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Project details that are often forgotten

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Project details that are often forgotten

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Project details that are often forgotten

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Renumbering ActivitiesMany GCs like Intelligent IDs CSI Code Bldg Floor Establish UDF (Activity) or Activity Code Put in Column in Layout Type Codes in Column Use Global Change Codes Become Activity IDs

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Renumbering Activities (cont.)

Leave Blank

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Renumbering Activities (cont.)For those a bit more familiar with (GCs) Create Activity Code Add Activity Code column in Layout Fill Column Create GCs that add suffix for Bldg & Floor

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Building your schedule Making a list

46

Building your schedule Making a list

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Building your schedule Linking shortcuts

the order to link the activities, then your mouse and choose Link Activities. They are now linked in the order you clicked on them.

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Building your schedule The Schedule ReportWhen you schedule your project, dont forget to choose Log to file and click on the ellipsis to specify the location of the schedule.txt file. Always view the log to spot errors.

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Building your schedule The Schedule Report

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Building your schedule The Schedule Report

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Building your schedule The Schedule Report

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Lag Calendars and Schedule Result - Version 5.0

+

=53

Lag Calendars

Reschedule

This has been changed in v 6.0 to default to the predecessor

+

=

?

54

Fragnets

Time Saving why recreate the wheel? Building a Single Schedule Modifying Many Schedules Create New or Modify Existing New = As You Would New Project Modify = Delete from Existing WBS is the Key to Integration

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2 Projects

Fragnets (cont.)Move to 2 WBS elements

Modify a template with a Fragnet

To Here From Here

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Objective Add 22 new Activities in Template to 2 WBS Nodes Copy the Template as Fragnet, Delete All Activities Except those to Remain in Planning & Design WBS Nodes Add the 22 New Activities & All Links to Fragnet Open Template & Fragnet Delete All Activities in Planning & Design Template WBS Nodes Select & Copy All Fragnet Activities57

Fragnets (cont.)

Fragnets (cont.)

Paste into one of the empty Template Nodes (Preserves all Links) Control-Click all Activities to be moved to other Node (Cut) (Paste) into other Node Re-establish any Links from 2 Nodes to others Use Template to create new Schedules58

Coding and WBS Shortcuts

Here is one persons Layout

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Coding and WBS Shortcuts (cont.)

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Coding and WBS Shortcuts (cont.)

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Coding and WBS Shortcuts (cont.)

Here. the work is organized by WBS1 and Level

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Coding and WBS Shortcuts (cont.)

Here, the work is organized only by Level

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