Introduction To Primavera 6, Overview and Navigations

Introduction to Primavera 6, Overview
and Navigations
By:
Muhammad Wasim Bhatti
1
SEQUENCE
1 Introduction to P6
2 EPS and OBS
3 Installation Steps
4 Opening a Project
5 Different Windows and Views
6 Layouts
7 Closing a Project
2
INTRODUCTION TO P6
Primavera (P6) is comprehensive,

multi-project planning and control
software, built on Oracle and
Microsoft SQL Server relational
databases for enterprise-wide
project management scalability.
P6 enables your organization to
store and manage its projects in a
central location.
3
INTRODUCTION TO P6
P6 supports work breakdown structures
(WBS), organizational breakdown
structures (OBS), Enterprise Project
Structure (EPS), user-defined fields and
codes, critical-path-method (CPM)
scheduling, and resource leveling.
P6 is a complete Project Management
Solution.
It provides flexibility to Manage Multiple
Projects in Centralized location.
4
INTRODUCTION TO P6
P6 provides facility to Integrate ERP

or Accounting System.
It gives the creation of Work
Breakdown Structure (WBS) and
activities, documenting and
managing project risks and issues,
managing status updates, and
reporting on key performance
indicators.
5
INTRODUCTION TO P6
KEY FEATURES
Centralized Project Repository

Enterprise Project Structure & Codes
Cross-project Analysis and Reporting
CPM Scheduling
Float Path Analysis
Cross-Project Dependencies
Resource Assignments
ERP or Accounting Integration
6
INTRODUCTION TO P6
KEY FEATURES
Resource Leveling
Baseline Management
Projects Reports
7
DATA IN P6
There are two types of Data in P6:

 Enterprise Data
 Project Specific Data
8
DATA IN P6
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
9
DATA IN P6
EXAMPLES OF ENTERPRISE DATA

EPS Currencies
OBS Issue codes
Resources Risk categories
Roles
Resource codes
Project codes
User-defined fields
Cost accounts
10
DATA IN P6
PROJECT SPECIFIC DATA

Available only to the project in which
it is defined.
Usually defined by project managers.
Examples include:
 Work Breakdown Structure
 Activities
 Baselines
 Risks, Issues and Documents
11
INSTALLATION STEPS
12
INSTALLATION STEPS
13
INSTALLATION STEPS
14
INSTALLATION STEPS
15
INSTALLATION STEPS
16
INSTALLATION STEPS
17
INSTALLATION STEPS
18
INSTALLATION STEPS
19
INSTALLATION STEPS
20
INSTALLATION STEPS
21
INSTALLATION STEPS
22
INSTALLATION STEPS
23
INSTALLATION STEPS
24
INSTALLATION STEPS
25
LOGGING IN
26
P6 WINDOWS
P6 provides numerous windows,

each offering a specific area of
functionality.
Examples are following;
 Projects Window
 Resources Window
 WBS
 Activities Window etc.
27
LAYOUTS
28
DETAIL LAYOUT
Each functional window has a default
bottom Details layout that provides
detailed information about items
selected in the top layout.
For example:
 Activity Details in the Activities window
displays detailed information about a
project activity selected in the top layout.
 Project Details in the Projects window
displays detailed information about the
selected project.
29
DETAIL LAYOUT
Display of the Details layout can be
turned on or off.
It displays always in bottom layout
30
MAIN WINDOW OF P6
31
MAIN WINDOW OF P6
1. Toolbars
2. Active Tab Title bar
3. View Tabs
4. Layout Options bar
5. Vertical Split bar
6. Horizontal Split bar
7. Activity Details
32
ENTERPRISE PROJECT STRUCTURE
EPS is a hierarchy used to organize

projects.
It is the representation of any
organization’s project structure.
It is created by the organization’s
Project Management Office
Any node in the EPS can contain
projects.
33
EPS Provides:
 Foundation for enterprise-wide project
management.
 Access to project priorities, scope,
budget, and resource information
across the enterprise.
34
It Enables:
 Individuals to manage projects
separately.
 Organizations to summarize data and
view resource allocation across multiple
projects.
 Control access to project data at any
level.
35
EPS comprised of roots, nodes, and

projects;
Root:
 There is usually only one root, which
represents the top level of an
organization.
 A root can be subdivided into many
nodes.
36
Node:
 Nodes represent different levels within
the structure.
 Nodes can contain an unlimited number
of projects.
Projects:
 Projects represent the lowest level of a
hierarchal branch.
 All projects must be included in a node.
37
SAMPLE EPS
38
ORGANIZATIONAL BREAKDOWN STRUCTURE
OBS is hierarchical arrangement of
organization’s project management
structure
It is used to control user access to
project data
 All users are assigned to an OBS element
to establish their access to project data.
Designation of Responsible Manager
 OBS element is assigned as Responsible
Manager for work within an EPS node
39
OPENING A PROJECT
Open Project Table by using

Enterprise Projects menu option.
OR
Open Project Dialog Box by using
File  Open menu option.
Project Table or Project Dialog box
shows all projects.
Open a single project, indicated by
An open project is indicated by
40
OPENING A PROJECT
Open a single node, indicated by

 All projects under the node are opened.
Open multiple projects under
different nodes.
 Use Ctrl+Click to select more than one
project.
Right Click the Project Icon and
select Open in context menu.
41
OPENING A PROJECT
42
GANTT CHART
The Classic WBS layout displays a
Gantt chart in the top layout and
Activity Details in the bottom layout.
The Gantt chart is divided into two
sections, Activity Table and Bar Area:
Activity Table
 Displays activity data in columns.
Bar Area
 Provides a graphical display of activity
progress over the duration of the project.
43
GANTT CHART
44
ACTIVITY USAGE SPREADSHEET
In Activities Window, click on

Activity Usage SpreadSheet Icon.
Activity Usage SpreadSheet shows
the effort spent on each activity
during entire life of the project.
By selecting an activity from Activity
Table, its usage is highlighted in
Activity Usage Sheet.
45
ACTIVITY USAGE SPREADSHEET
46
ACTIVITY NETWORK
Use the Activity Network to view the

relationships between activities and
to better understand the logical flow
of the activities in the project.
In Activities Window, click on
Activity Network Icon.
Left window – Displays the WBS
hierarchy.
Right window – Shows a graphical
display of activities and their
relationships.
47
ACTIVITY NETWORK
48
LAYOUTS
A layout is a customizable view of

information, combining all the visual
elements that appear on the screen.
The Activities window provides
options for viewing data in layouts.
Click on View  Layout  Open, to
view the “Open Layout” dialog box.
A variety of layouts are available that
provide different views of activity
data.
49
LAYOUTS
50
LAYOUTS
After selecting a layout, you can

click either “Apply” or “Open”.
Apply
 Displays the selected layout but keeps
the Open Layout dialog box open.
Open
 Displays the selected layout and closes
the Open Layout dialog box.
51
CUSTOMIZING A LAYOUT
The Activities window can be

customized and saved as a layout.
Saving layouts for future use allows
you to retrieve information quickly.
Customizable elements include:
 Bars
 Row height
 Columns
 Filters
 Timescale
52
 Activity grouping and sorting

 Table font and colors
 Top/bottom layouts
53
SELECTING COLUMNS
The Columns dialog box enables you

to select columns to display in the
Activity Table and specify the order
in which they appear.
Right Click on the Header of
Activity Table and Click on
Columns Option to view Columns
Dialog box.
54
SELECTING COLUMNS
55
SELECTING COLUMNS
Available Options section – Lists data
items in groups or in a list.
Selected Options section – Lists items
you have chosen to display.
Single arrows – Move highlighted data
items to the other window.
Double arrows – Move all data items to
the other window.
Up/down arrows – Specify the order of
the selected data items.
56
SELECTING COLUMNS
Use Up and Down arrows to adjust

the position of columns.
Click on Edit Column button to
update the text of column header.
57
DISPLAYING ACTIVITY DETAILS
Activity Details displays detailed

information for an activity
highlighted in the Activity Table or
Activity Network.
On Activity window, click on
Activity Details Icon to show the
details of an activity on bottom
layout.
58
59
The tabs displayed in Activity Details

can be customized.
Right click on Activity Detail
window and click on Customize
Activity Details option.
Tabs can be selected from available
Tabs list.
60
61
SAVING LAYOUTS
Layouts can be saved and shared
with other users to facilitate project
communication.
Use the Save Layout dialog box to
save a layout in the Activities, WBS,
Projects, Assignments, or Tracking
window
Layout, Save – Saves changes to
the existing layout.
Layout, Save As – Prompts you to
save the layout with a new name.
62
SAVING LAYOUTS
LAYOUT, SAVE AS - OPTIONS
Current User – Only the user
creating the layout will have access
to it in the future.
All Users – All licensed users will
have access to the layout (Global).
Another User – A specified user will
have access to the layout.
Project – Apply the layout to any
project that is currently open in P6
Professional.
63
SAVING LAYOUTS
LAYOUT, SAVE AS - OPTIONS
Layouts can be global, project-
specific, or user-specific.
64
CLOSING A PROJECT
Close the project when you are
finished working with it.
On the File menu, click Close All.
It is not necessary to close a project
in order to open another one.
Opening a new project automatically
closes the first one.
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Introduction to Primavera 6, Overview

2 EPS and OBS

5 Different Windows and Views

Primavera (P6) is comprehensive,

P6 provides facility to Integrate ERP

Centralized Project Repository

There are two types of Data in P6:

Available to all projects across an

EXAMPLES OF ENTERPRISE DATA

PROJECT SPECIFIC DATA

P6 provides numerous windows,

EPS is a hierarchy used to organize

EPS comprised of roots, nodes, and

Open Project Table by using

Open a single node, indicated by

In Activities Window, click on

Use the Activity Network to view the

A layout is a customizable view of

After selecting a layout, you can

The Activities window can be

 Activity grouping and sorting

The Columns dialog box enables you

Use Up and Down arrows to adjust

Activity Details displays detailed

The tabs displayed in Activity Details

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