Primavera-Rajiv Sharma
Primavera-Rajiv Sharma
Primavera-Rajiv Sharma
RAJEEV SHARMA
PT301516
M. Tech- Infrastructure Engineering Design
CONTENTS – MIDTERM (covered)
❑ Installation of primavera (optional)
❑ Open primavera
❑ Create EPS
❑ Create your own project with minimum 30 activities(Live projects
are preferable)
❑ Data entry
• Inserting activities
• Assigning relationship
• Activates codes
• Basic formatting of Bars(Bar style, Bar label)
• Inserting and modifying columns
❑ Group by and short by
❑ User defined filed
• Interfering floats
• Make 2 more of your self
❑ Filters
▪ New filters
▪ Modify filters
❑ Cases of Constraints
❑ Case of difference between total float and free float
❑ calendar
❑ Import & Export
CONTENTS – FINAL SUBMISSION
❑ Live project Information
❑ Filters ( 1-line, 2-line, 3-line Filters)
❑ RESOURCE ASSIGNING AND LEVELLING
❑ Resource Levelling
❑ RESOURCE LOADING (Bell type, front loaded, back loaded, linear etc.)
❑ EARNED VALUE ANALYSIS
❑ Cost Account
❑ Expenses
❑ Reports
❑ Role
❑ User Defined fields
❑ Admin Preferences
❑ Renumbering Activities
❑ Project Portfolio
❑ Edit Columns
❑ Save layout
❑ Working with multiple projects
❑ Activity Steps
❑ Global change
❑ Multiple Projects
CONTENTS – ADDITIONAL TOPICS Covered
PHASE 1 PHASE 2
PORT
GOVERMENT APPROVALS
▪Total Float – Total float is extra time for required time for any activities. The activity can
be delayed by amount equal to total float except when the float in the chain.
▪Critical Activity – Activity with zero float called critical activity & path joining critical
activity is know as critical path. There can be more than one critical path in a project.
▪Free Float – total float equal to free float + interfering float.
CTEATE EPS
The Organizational Breakdown Structure (OBS) is a hierarchical based structure that represents your
organization. The Enterprise Project Structure (EPS) is also a hierarchical based structure that
represents how your projects are organized.
CREATE EPS
Go To Enterprise Enterprise Project Structure
STARTING PRIMAVERA
Open Enterprise Box Add (For Create New EPS)
FILE New
SELECT EPS
CREATING PROJECT
Project Name
Enter Project ID & Project Name
CREATING PROJECT
Enter Project Start Date
CREATING PROJECT
CREATING PROJECT
STARTING PRIMAVERA
After the completion of your work breakdown structure (WBS) in Primavera P6 EPPM, it is
time to define the activities that produce the WBS elements. Activities are the task that we
have to performed.
INSERTING ACTIVITIES
Add Activities ( Add 30 new Activities for Project)
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INSERTING ACTIVITIES
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ASSIGNING RELATIONSHIP
Once activities and activity durations have been added in Primavera , connecting activities with relationships is important for
finding the true length of the project. Precedence diagramming is the foundation of these activity relationships. Experienced
schedulers thoroughly understand the precedence relationships between Activities enabling them to compute accurate project
duration, and also helping them ensure that the project duration is as short as possible.
ASSIGNING RELATIONSHIP
Add Predecessor Column
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ASSIGNING RELATIONSHIP
Assign Predecessor
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ASSIGNING RELATIONSHIP
Assign All Predecessor
ASSIGNING RELATIONSHIP
Assign Relation Ship
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ASSIGNING RELATIONSHIP
Schedule of Project Activities
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ACTIVITY CODES
Activity codes can be assumed as Categories under which we categorize the activities.
ACTIVITY CODE
Add Add New Activity Codes for Phase (Add 2 Phase –Phase1 & Phase 2)
INSERTING COLUMNS
Click Column Tool Select Codes to be added Click( >) Ok
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BASIC formatting of Bars(Bar style, Bar label)
BASIC FORMATTING OF BARS - BAR STYLE
Go to View Bars
BASIC FORMATTING OF BARS - BAR STYLE
Group and sort enables data such as activities in the activities window, WBS nodes in the WBS window, projects in
project window, and many other data items to be sorted and organized under other parameters such as dates and
resources or user defined activity and project codes.
GROUP BY AND SHORT BY
VIEW GROUP & SHORT BY GROUP & SHORT
GROUP BY
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USER DEFINED FILED
Define indicators for user defined fields (UDFs) that will display based on criteria set for field values. For example, you can
choose a graphical indicator to display when the value of the field equals a certain number, or when the value of the field
falls between a certain range of dates.
Before defining an indicator, you need to first create a project user defined field. To create a project user defined field
see Creating Project UDFs.
USER DEFINED FIELD
Enterprise User Defined Fields.
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Interfering Float
Add Free Float Column - See the Result
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FILTERS
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
FILTERS - NEW FILTERS
VIEW Filter By
FILTERS - NEW FILTERS
Click New Click Add
FILTERS - NEW FILTERS
EXAMPLE STATEMENT
FILTERS - NEW FILTERS
Constraints are applied to Activities when relationships do not provide the required result and are often
a result of External Dependencies
CASES OF CONSTRANTS
Select activity Status Primary( As Late As Possible)
CALENDAR
In any project you have to select a default project and you should add column of calendar
calendars are used to define working and non-working days. This calendar data is then used in
the process/calculation of Scheduling, Tracking and Resource Levelling
CALENDAR- ASSIGNING
Add Calendar Column Enterprise Calendars
CALENDAR- ASSIGNING
CHOOSE A CALENDAR FROM DEFAULT LIST TICK THE BOX CLOSE
CALENDAR- Create New
Calendar Add
CALENDAR- Create New
i
CALENDAR- Modify
Click on Import to
IMPORTING A FILE
Next
IMPORTING A FILE
Click on Finish
IMPORTING A FILE
Here I have tried to make plan for initial phase from taking permission
from government bodies to final detailing of layout & design, to
construction & its operation of “PORT”.
Adding task as per assigned for final submission & with some additional
task I have added as per requirements.
Port Planning & Design
TERMINAL
PHASE 1 PHASE 2
PORT
GOVERMENT APPROVALS
One of the first steps in planning a project is to break down the project into its major deliverables i.e. major
product or service components. This is known as the Work Breakdown Structure (WBS)
CREATE WBS
Click on WBS
CREATE WBS
Create WBS As per project schedule & description
Add Button
CREATE WBS
Final WBS Created s per requirement
CREATE WBS
Adding Activities for Port Planning & Design
CREATE ACTIVITIES
CREATE ACTIVITIES
Adding Activities for individual WBS
Add Tool
CREATE ACTIVITIES
Continued - Adding Activities for individual WBS
CREATE ACTIVITIES
Continued - Adding Activities for individual WBS
CREATE ACTIVITIES
Continued - Adding Activities for individual WBS
CREATE ACTIVITIES
Continued - Adding Activities for individual WBS
CREATE ACTIVITIES
Continued - Adding Activities for individual WBS
ADDING RESOURCES
Click on
Resource tool
ADDING RESOURCES
Added Resources – Three Resources Added
Add Tool
ADDING RESOURCES
Add Standard rate of the selected resource
ADDING RESOURCES
Select the activity to which the resource is to be assigned, Click on Add Resource
Step 1:
Select
Activity
Step 3:
Select
Resource
Step 2:
Add
Resource
ADDING RESOURCES
Similarly add resources to each and every activity.
RESOURCE LEVELLING
If it resource levelling software extend the duration after levelling & if the increase in duration is not significant then
except it.
Resource levelling is a important part of Project Management process during the Planning Phase but it is one of the
most rarely used options in Primavera. Levelling Resources helps ensure that the demand for resources does not exceed
the supply.
RESOURCE LEVELLING
Click on Tool
Click OK
RESOURCE LEVELLING
Click Ok Tool
RESOURCE LEVELLING
RESULT
RESOURCE LEVELLING
RESULT
RESOURCE LOADING
Resource loading mainly involves your manpower or employees. In resource loading, each employee is assigned
a task or a percentage of a project
RESOURCE LOADING
Right click on the Resource tab and customize resource columns
RESOURCE LOADING
The Resource column window will appear as shown below
Resource Window
Click OK
Select Curve
RESOURCE LOADING
The first curve that is applied is Bell Shaped
Curve Window
Click on
RESOURCE LOADING
Result of Bell Shaped
RESOURCE LOADING
Select next type of Curve that is Back loaded curve
Backloaded
RESOURCE LOADING
Select next type of Curve that is Linear curve
Linear
RESOURCE LOADING
Select next type of Curve that is Front Loader
Front loader
PREPARING PROJECT PORTFOLIO
When you want to add your own project portfolio , go to enterprise ,to sample project go to file
roject portfolios is a feature in Primavera P6 that allows you to load up and implement a small set or portfolio of
projects in the EPS
PREPARING PROJECT PORTFOLIO
Click on Enterprise then select Project Portfolios
PREPARING PROJECT PORTFOLIO
Click on ADD to insert new Portfolio and rename the file
Add Tool
Rename
PREPARING PROJECT PORTFOLIO
After that click on Projects and click on assign , selecting the project for the portfolio
Add project
Window Open
Assign
PREPARING PROJECT PORTFOLIO
After adding the project close the dialogue box
Close
PREPARING PROJECT PORTFOLIO
Select File menu and click on Open
File
Project
Window
Open open
Project
PREPARING PROJECT PORTFOLIO
In Open project, select Project Portfolio and select the file
Click on
Open
Click Ok
Select File
PREPARING PROJECT PORTFOLIO
Select the project to be opened and click Open
Click on
Open
Select File
PREPARING PROJECT PORTFOLIO
Result
REPORT
To modified any default report select the report right click & copy and paste in the same zone. You will see two report in a
same name, the lower one is the copy of report which you can modified as per requirements.
REPORT
Go to Tools and select Reports and in it select Reports
Click Next
REPORT
Select the Activity as the subject area to work on
Click Next
REPORT
Select the Activity as the subject area to work on
Click Next
REPORT
Configure the Area and click on Column
Click Next
REPORT
Add the values as shown in the column field
Click OK
REPORT
Add report title as Final Project
Select Next
REPORT
Run the report to see the output
Select Next
REPORT
Select OK
Select Next
REPORT
The output for the project report
REPORT
Go to Tools and select Reports and in it select Reports
Click Finish
REPORT
Select OK
REPORT
Result
EARNED VALUE ANALYSIS
Earned Value Analysis (EVA) is an industry standard method of measuring a project's progress at any given point in
time, forecasting its completion date and final cost, and analysing variances in the schedule and budget as the project
proceeds.
EARNED VALUE ANALYSIS
Create new file and add activity for Earned value Analysis. A single activity is to be added
EARNED VALUE ANALYSIS
Edit columns in the window
Click OK
Edit Column
EARNED VALUE ANALYSIS
Click on Project in it select Maintain Baseline.
Maintain Baseline
EARNED VALUE ANALYSIS
Click Add new project and Add new baseline and select Save a copy of baseline
Click Add
Click Ok
EARNED VALUE ANALYSIS
Click on General in it select % Complete type and select Physical
Change to Physical
EARNED VALUE ANALYSIS
Click on Status & change the start date
Physical % - 30 %
EARNED VALUE ANALYSIS
Click on WBS to open the window Click on Custom percent complete and add value 30 and in the side
window select PF =1
PF = 1
EARNED VALUE ANALYSIS
Result
COST ACCOUNTS
We can group the cost in activity level. It mean group activity by WBS or Activity code… and cost will be rolled up.
So when ever we need to Group cost in very detail level (Even in one activity, one contractor can create different
kind of cost), use the Cost Account.
COST ACCOUNTS
Click on Activity
COST ACCOUNTS
Click on Enterprise and select Cost Accounts
COST ACCOUNTS
The two values created
Click ok
Select
COST ACCOUNTS
Click on Tools and in it select Global change
COST ACCOUNTS
Create new file named Cost Account
Rename to Cost
Account Click New
Modify
COST ACCOUNTS
Select Activity resource assignment
Select
>60,000
COST ACCOUNTS
Create one more additional condition
COST ACCOUNTS
Result
Expenses
A project expense can be many things: administration, travel, consulting, software, facilities, training, you name it.
The Expenses tool is also ideal for project-specific material items,
EXPENSES
Click on Customized Activity Details
Select
EXPENSES
Add Expenses add then press OK
Select OK
EXPENSES
Add New Budgeted Total Column
Click OK
EXPENSES
New Budgeted Total Column
Select Facilities
EXPENSES
Result
MULTIPLE PROJECTS
Multi projects are those project which are correlated to each other, so in primavera we are interlinking those project as
per there schedule and relation with other project.
MULTIPLE PROJECTS
To Add multi Project
Click Open
MULTIPLE PROJECTS
For multiple project, Open new project
Select Projects
MULTIPLE PROJECTS
Opened projects showed on screen
MULTIPLE PROJECTS
Interlink the project
Predecessor Window
Assigned predecessor
MULTIPLE PROJECTS
Interlinked projects
Role
By using the role tool we can assign the role of person in each activity, so that project can smoothly managed
ROLE
Under Enterprise select Roles
Select Role
ROLE
The Roles window will appear
Blanked Window
ROLE
Add new value and enter Role Name
Click Closed
ROLE
Add New Roles Coulmn
Clicked OK
ROLE
Interlink the project
Predecessor Window
Resource
Role
Assigned
Role
ROLE
Assigned Roles
RENUMBERING ACTIVITIES
It is always possible that we need to change all the Activity IDs in Primavera and this task can be incredibly time
consuming if we try to do it manually one Activity at a time. P6’s has a feature called “Renumber IDs” which can help to
reorder IDs, but in many situations it is inadequate. It does not change a complex Activity ID which common in project
scheduling these days
RENUMBERING ACTIVITIES
Goto Edit and then select Renumber Activity IDs
RENUMBERING ACTIVITIES
Select Auto-number and click Ok
Click OK
RENUMBERING ACTIVITIES
Add New Activity
RENUMBERING ACTIVITIES
The output is shown in the red block
RENUMBERING ACTIVITIES
Replace Beginning Characters
Click OK
RENUMBERING ACTIVITIES
Result
User Preferences
By using user preference tool we can modify the value or details according to requirements
USER PREFERENCES
Goto Admin and select Currencies
USER PREFERENCES
Add the currency name & value of the currency
USER PREFERENCES
Goto Edit and select User Preference
USER PREFERENCES
Select the currency which and assign for the project
USER PREFERENCES
Goto Admin and select Currencies
Click on
Closed
SAVE LAYOUT
SAVE LAYOUT
Go to View & Select Layout & then select Save layout
SAVE LAYOUT
Saved layout File & Window
ADDITIONAL TASK
PROJECT CODES
Assigning Project Codes can offer a more structured silo of information for assessment, grouping like focuses in projects so
comparisons can be made effectively.
PROJECT CODES
Goto Enterprise & Select Project Codes
PROJECT CODES
Project Code Window open
Modify
Click Add
Rename
PROJECT CODES
Select the Project code
Closed
PROJECT CODES
Assigned Code
Code
Assign
Assigned
Code
PROJECT CODES
Goto view & then Group & Short by
PROJECT CODES
Select Project Type & Click ok
Click OK
PROJECT CODES
Result
ASSIGN BASE LINE
Click OK
ASSIGN BASE LINE
Result after assigned baseline
ASSIGN BASE LINE
Goto view & then layout & then Open layout
ASSIGN BASE LINE
Select any baseline in open layout window
Baseline vs Current
ASSIGN BASE LINE
New View of Baseline vs Current
ASSIGN BASE LINE
Goto Project window
Click on
Project
ASSIGN BASE LINE
Goto Admin and select Admin Preferences
ASSIGN BASE LINE
Goto Admin and select Currencies
Click On
Click On
Select
ASSIGN BASE LINE
Result
MAINTAIN BASELINE
Primavera P6 allows for the viewing of a couple of baselines in addition to the planned or active schedule on the
Gantt chart.
MAINTAIN BASELINE
Goto Project & then maintain baselines
MAINTAIN BASELINE
Add New Baseline & Save a copy of the current as a new baseline
MAINTAIN BASELINE
Select Baseline type
File Added
Select
Baseline
Type
MAINTAIN BASELINE
Select Baseline type – Mid Project Status Baseline
Click on
Copy
MAINTAIN BASELINE
Restore baseline - Click Yes & Then closed
Click on
Closed
Click on
Yes
UPDATING, SCHEDULING PROJECT - WITH
SPOTLIGHT FEATURE
Sometimes it’s the little things that can really differentiate a product from its competitors. One feature I really find
invaluable and unique to Primavera is the Progress Spotlight. Whenever you’re in the process of updating the status of
your schedule, this little gem can really take the guesswork out of what needs to be updated.
UPDATING, SCHEDULING PROJECT - WITH SPOTLIGHT FEATURE
Goto View & then select Progress Spotlight
UPDATING, SCHEDULING PROJECT - WITH SPOTLIGHT FEATURE
View of Spotlight
Spotlight Tool
UPDATING, SCHEDULING PROJECT - WITH SPOTLIGHT FEATURE
Goto Tool & then Update Progress
UPDATING, SCHEDULING PROJECT - WITH SPOTLIGHT FEATURE
Update Progress window Opened
Click Apply
UPDATING, SCHEDULING PROJECT - WITH SPOTLIGHT FEATURE
Result of Spotlight
UPDATING PROJECT BY "AUTO ACTUALS" METHOD
Instead of manually recording actual progress or collecting data from Progress Reporter users, you can automatically
calculate expected progress based on the schedule plan. This technique, which uses an option called auto-compute
actuals, is a quick and convenient way to update your project.
UPDATING PROJECT BY "AUTO ACTUALS" METHOD
Add new Column – Auto Actuals
Click OK
UPDATING PROJECT BY "AUTO ACTUALS" METHOD
Auto Compute Actuals column Added
Select
random or
check the
box
UPDATING PROJECT BY "AUTO ACTUALS" METHOD
Goto Resource
UPDATING PROJECT BY "AUTO ACTUALS" METHOD
Goto Tool & then Apply Actuals
UPDATING PROJECT BY "AUTO ACTUALS" METHOD
Apply Actual window Opened
Click Apply
UPDATING PROJECT BY "AUTO ACTUALS" METHOD
Result
USING WORK PRODUCTS AND DOCUMENTS
Project related documentation can be catalogued and tracked in Primavera using the Work Products and
Documents feature
USING WORK PRODUCTS AND DOCUMENTS
Go to Project & then WPs & Docs
USING WORK PRODUCTS AND DOCUMENTS
New WPs & Docs window Opened
Rename File
Click Ok
USING WORK PRODUCTS AND DOCUMENTS
USING WORK PRODUCTS AND DOCUMENTS
Go to File tab & Add File
Click Open
USING WORK PRODUCTS AND DOCUMENTS
Launce the Private & Public Location
USING WORK PRODUCTS AND DOCUMENTS
Goto Assignments & then assign activities
USING WORK PRODUCTS AND DOCUMENTS
Result & Restore File
Restore
THANKS