PRIMAV PRIMA VERA P6 TIPS TIP S AND TRICKS: TRICK S: TIP 1 – CREATING CREAT ING A CUSTOM UNIT OF O F MEASURE Author: Angelo Bucon
February ry 15, 2012 Publish Date: Februa
Prescience Technology’s Primavera Support engineers are aept at getting the most out o! Primavera" #ach month, they T% share some tips $ith our PrescienceAvantage Support clients to help them ma&e the most o! their Primavera installation" Starting this month, $e $ill no$ share an e'cerpt !rom the Primavera Support ne$sletter" ne$sletter"
Tip 1: Creating a Custom Unit of Measure (hile Primavera Primavera has a number o! pre)e*ne *els, it’s inevitable that it $on’t cater !or every single scenario" +ser)e*ne +ser)e*ne Fiels Fiels -+F’s. enable you to a an unlimite number o! custom *els an values to the pro/ect atabase" esource esource +Fs enable you to create a custom unit o! measure, so you can trac& critical items" For e'ample, e'ample, $hen builing a construction scheule, you may nee to trac& ho$ many bolts per hour your traes people can *t" By !ollo$ing the steps belo$, you can create a custom unit o! measure Bolts per hour" 1" og on to P3 (eb 2" 4lic 4lic& & the Ami minist niste er menu " Select #nterprise ata ata 6"
7n the the eso esour urces ces -+nits -+nits o! o! %easur %easure. e. tab, tab, cli clic& c& A A -the -the plus plus symbo symbol, l, or 7nsert. 5" 7n the the +nit +nit Abbr Abbreviatio eviation n colum column, n, ttype ype in tthe he ne$ ne$ unit unit o! meas measur ure e as an abbreviation !or e'ample, BP8 3" 7n the the +nit +nit 9ame 9ame colu column, mn, type type the the !ull !ull name name o! o! the the ne$ ne$ unit unit o! measure !or e'ample Bolts Per 8our :" 4lic 4lic& & Save Save -the -the is& is& sym symbo boll or or 4tr 4trl; l;S" S".. PrescienceAdvantageTM Primavera Support A PrescienceAvantage Primavera Support agreement is
racle Primavera assistance, elivere remotely or on)site, i! neee" To *n out more about setting up a customise Support Agreement Agreement !or your site, simply s imply email in!o?prescience"com"au in!o?prescience"com"au or or call us on 100 0@3 @13" T%
PRIMAV PRIMA VERA P6 TIPS TIP S AND TRICKS: TRICK S: TIP 2 – HOTKEYS: THREE WAYS WAYS TO GET MORE TIME IN YOUR SCHEDULING DAY Author: Angelo Bucon
Publish Date: %arch , 2012
Time is always of the essence when it comes to planning and scheduling, but there is a simple way that you can reduce the time spent on schedules and performing common tasks in Primavera P6.
Primavera P6 HotKeys 7t’s not roc&et roc&et science but !amiliarising yoursel! $ith the 8oteys available in both the 4lient an (eb versions o! Primavera P3 $ill ma&e your li!e easier" 8oteys 8oteys are shortcuts using a combination o! various &eystro&es &eystro&es to per!orm particular common actions" Three 8oteys that $e *n particularly use!ul areC
Ctrl+Alt+ Direction Arros Traitionally, you $oul use the %ove Arro$s Arro$s !unction available on the #it %enu !or manipulating the hierarchy $hen creating an maintaining (BS elements, i"e" in P3 (eb $hen creating sibling or chil (BS elements" 8o$ever, sometimes that option may be missing !rom the Activities toolbar" !" 8o$ many times each ay o you !ollo$ the menu to the 2" Scheule !unctionD +sing the F &ey $ill save you timeE Ctrl + ! There can be hunres, i! not thousans, o! activities $ithin " a pro/ect, an *ning the right one, scrolling through line by line, can ta&e a long time" But using the Fin !unction means you can enter e'actly $hat you are a re loo&ing !or an be there uic&ly" 7! you have any issues using these 8ot eys or have another issue that you’re having trouble $ith, on’t hesitate to contact the PrescienceAvantage Primavera Support Team" PrescienceAdvantage Primavera Support A PrescienceAvantage Primavera Support agreement is racle Primavera assistance, elivere remotely or on)site, i! neee" To *n out more about setting up a customise Support Agreement Agreement !or your site, simply s imply email in!o?prescience"com"au in!o?prescience"com"au or or call us on 100 0@3 @13" 1"
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P7%AG#A P3 T7PS A9 T74SC T7P 879T 8#P 7S 8A9H Author: Angelo Bucon
Publish Date: April 10, 2012
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An oftoverlooked oftoverlooked tool in Primavera Primavera P6 Professional Professional and !ptional !ptional "lient is the Hint Help functionality. #nlike some other builtin help systems, this one is simple and $uick to use. 8int 8elp saves you time because you get all the in!ormation you nee almost at a glance, $ithout having to &ey$or search search though a huge help system or user guie" Short escriptions are provie !or most ata column values" The hint e'plains ho$ the values are a re calculate or $hat they represent" Hou Hou can turn 8int 8elp 8elp on or o= at any time" >nce you turn turn it on, any available hints appear each time you hover over, or select, a *el" (e hope you *n this !eature as help!ul as $e o" >nce again, i! you have any problems using 8int 8elp or have another issue that you’re having trouble $ith, on’t hesitate to contact the PrescienceAvant PrescienceAvantageI ageI Primavera Support Team"
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P7%AG#A P3 T7PS A9 T74SC T7P 6 #9S+79J A4T+AS A# #P>T# AJA79ST T8# 7J8T P#7> P#7> Author: Angelo Bucon
Publish Date: %ay :, 2012
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8ave you ever $onere $hy, no matter $hat ata you enter, your reports /ust on’t seem rightD 7t may be because in P3, by e!ault, actuals are istribute evenly across the time perios" This means that the reports on’t re
(hen reporting, P3 $ill istribute the total amount o! prouction -:0,000 tonnes. evenly across the t$o months, allocating 5,000 tonnes each to April an %ay" This means that reports on’t re
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P7%AG#A P3 T7PS A9 T74SC T7P 5 %A# S+# H>+ S+%%A7K# #J+AH Author: Angelo Bucon 1
Publish Date: Lune 10, 2012
7n Primavera P3 Pro!essional, the SummariMe !unction upates a set o! Summary Tables in the Primavera P3 atabase" These Summary Tables provie huge per!ormance per!ormance bene*ts bene*ts !or the system because they allo$ the user to see a list o! pro/ects, an some high)level etails about them, $ithout loaing vast amounts o! unnecessary activity an resource etail into the client’s memory" memory" 7nstea, P3 simply loas a small subset o! the pro/ect’s high)level ata" But there are other bene*ts" SummariMing $ill also ensure that the pro/ect table is sho$ing the correct values $hether or not the pro/ect is open" 7t also has another une'pecte bene*tC your reports $ill be correct" 7! you on’t summariMe a!ter you have mae any &in o! change, an someone runs a report on your pro/ect using the Pro/ects Pro/ects sub/ect area, that report $ill not re
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P7%AG#A P3 T7PS A9 T74SC T7P 3 +S# T8# 7J8T A AT# F7# Author: Angelo Bucon 1
Publish Date: Luly 11, 2012
(ith oMens o! ate *el options in both >racle Primavera P3 #PP% -(eb 4lient. an Primavera P3 Pro!essional, it can be tric&y *guring out e'actly $hich one to use at any given time"
%ate &ields T$o ate *els that o!ten get con!use are Planned Start # !inish an $arl% Start # !inish& For any Activity that has not yet begun, Planne Start represents the ate the activity is scheule to begin" These ates are automatically set eual to the #arly Start ate by the program -P3. an cannot be upate manually" >nce an Actual Start is applie, P3 leaves the Planne ates unchange $hile the #arly ates are recalculate an move as the scheuling ata ate changes" >nce an Actual Start is applie, the Planne ates $ill, usually, no longer eual the #arly ates" To ensure all o! the ates align, uner the 4alculations Tab $ithin the pro/ect level, ensure that the setting in& Planne an At 4ompletion !or 9ot)Starte Activities, is selecte" >ther$ise, you might *n that the >riginal uration coul be i=erent !rom the At 4omplete uration !or any Activities that have not yet starte, resulting in ma/or i=erences bet$een Planne ates an #arly ates" Another ate Fiel combination $hich can be con!using is Anticipated Start # !inish Date " These ates are use uring the pro/ect planning stage, an can be set at the #nterprise Pro/ect Structure -#PS., Pro/ect, or (BS level" These ates are isplaye at #PS level bars an columns $hen there are no activities" These ates remain as historical recors $hen activities are ae" 8ope!ully this uic& overvie$ o! some o! the most common ate Fiels $ill help to &eep your scheule on trac&" 7! are uncertain about any other ate *els, on’t hesitate to get in touch $ith us" PrescienceAvantage T% Primavera Support
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P7%AG#A P3 T7PS A9 T74SC T7P : ATA TA9SF# +S79J #N4# Author: Prescience Technology
Publish Date: August 16, 2012
'mporting to and e(porting from Primavera P6 pro)ects using *(cel spreadsheets is a necessarily comple( process but it can save you time if you are working with hundreds of activities. 't+s particularly helpful, but not limited to, tasks like assigning new or modifying e(isting- activity names, assigning or modifying activity resources, importing activity codes and entering actuals.
teps for importing and e(porting from *(cel By !ollo$ing some simple steps, you can ensure that you minimise the amount o! re$or& reuire $hen importing an e'porting *les to an !rom #'cel" 1" 2" " 6" 5" 3" :" @"
+nerstan the $ay ata is structure an the levels o! ata that can be accesse" no$ $hat you can an can’t alter be!ore importing bac& into P3" Jet the !ormatting right especially !or ate *els" Ta&e time to prepare the ata, incluing the templates" %a&e a copy o! your pro/ect be!ore importing into the e'isting one /ust in case something goes $rong" Activity coes an resource coes shoul have been assigne -they must e'ist. in the pro/ect ictionary be!ore attempting to import" Activity 7’s shoul not be change other$ise they can’t be importe" o not elete or moi!y the +SATA $or&sheet in any $ay" This contains some ata that is reuire !or importing #'cel *les
By !ollo$ing these simple tips, you $ill ensure a smooth ata trans!er" PrescienceAvantage T% Primavera Support
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P7%AG#A P3 T7PS A9 T74SC T7P @ ATA TA9SF# +S79J N# Author: Angelo Bucon
Publish Date: September 5, 2012
&ollowing on from last month+s post, in this e(tract from the monthly newsletter we provide to our upport clients, we share some tips on the capabilities and restrictions of what data can be imported and e(ported from !racle Primavera P6 *PP/ using the 0*1 file format.
#sing the 0*1 file format N# supports all pro/ect, resource an role in!ormation evelope using Primavera P3" 7t is especially important i! you $ant to ma&e bac&up copies o! a pro/ect, or !or saving pro/ects an trans!erring them to another machine that is not connecte to your server i"e" a remote laptop" This !ormat also enables you to e'port ata bet$een i=erent versions o! Primavera P3 Pro!essional !rom release 5"0 all the $ay up to the current release @"2" This is a use!ul !ormat because the Primavera P3 e'port !eature allo$s you to e'port a pro/ect to any previous version o! P3, you can then sen your pro/ect to a contractor or user $ho may have an earlier version o! P3" A !e$ things to &eep in min $hen you are using the N# !ormat to trans!er ataC 1"
(hen you import a pro/ect that contains relationships to e'ternal pro/ects that o not e'ist in your atabase, the moule $ill preserve the e'ternal activity ates $hen you scheule the pro/ect i! you select the O7gnore elationships To an From >ther Pro/ects option in the OScheule >ptions ialogue bo'" 2" (hen you import an N# pro/ect *le that contains *nancial perios, the *nancial perios in the N# *le must e'actly match the *nancial perios in the
Financial Perios ictionary" 7! they o not match, no past perio actual ata $ill be importe" " 9o ris& ata is importe Q e'porte $hen using N# !ormat" 6" The N# !ormat supports all pro/ect ata, $hile the N% -#'cel. !ormat oes not" 7eally, you shoul not use the #'port $iMar to bac& up your entire atabase"
By !ollo$ing these simple tips, you $ill ensure a smooth ata trans!er any time you use N#" PrescienceAdvantageTM Primavera Support
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P7%AG#A P3 T7PS A9 T74SC T7P #NP>T79J AH>+TS A9 F7T#S Author: Angelo Bucon
Publish Date: >ctober 11, 2012
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'n this Tip we share an e(tract from our update to our Primavera upport clients about how to e(port and import 2ayouts and &ilters in Primavera P6. This is especially helpful if you want to share 2ayouts with other users or for e(ample provide your manager with a 2ayout to refer to your own personal pro)ect view. A H > + T S A 9 F 7 T # S
By e!ault, ayouts an Filters o not e'port $ith the N# !ormat" 8o$ever, they can be manually e'porte by oing the !ollo$ingC To export Layouts:
Jo to Gie$, ayout, >pen, Select the ayout then select R#'port’" This $ill create a "pl! *le -Primavera ayout File. $hich can be sent along $ith the N# *le"
9oteC %ore than one ayout can be e'porte at once" #ach one saves iniviually using the ayout name $ith a "pl! e'tension" To export Filters:
Filters can be manually e'porte $ith the ayouts by copying them to the ayout via the P3 !eature R4opy As ayout’" • • •
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• •
Jo to Gie$, ayouts, >pen the reuire ayout" Jo to Gie$, Filter By, 4ustomise" (ithin Filter options create or select reuire *lter an then select R4opy as ayout’" The *lter ialogue bo' $ill then sho$ that the highlighte *lter is no$ a ayout speci*c *lter, so $hen the ayout is e'porte the *lter-s. $ill also be e'porte" #'port using the Primavera P% N% e'port !ormat instea o! the N# *le !ormat" 4hec& the bo' that says R#'port all pro/ect level ayouts’" The pro/ect $ill have a "Mip e'tension an $ill contain the Pro/ect N% an the ayouts" To import Layouts:
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4hoose Gie$, ayouts, >pen" Select 7mport" Bro$se to the location o! the Primavera ayout File -"pl!." ecie $hether the ayout shoul be user speci*c or global" 7! yes is selecte, it $ill be available to all users i! no, it $ill only be available to the user $ho importe it"
By !ollo$ing these simple tips, you can ensure that you can share your scheules $ith others, so they can see the same in!ormation as you" PrescienceAdvantageTM Primavera Support
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P7%AG#A P3 T7PS A9 T74SC T7P 10 BAS#7979J 79 P7%AG#A P3 Author: Angelo Bucon
Publish Date: 9ovember 2@, 2012
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3hen creating a pro)ect schedule, prior to applying any progress to that schedule, it+s necessary to first create a 4aseline. This e(tract from the Primavera Tip we shared with our upport "lients e(plains why we need a 4aseline, and shares a couple of common traps you can fall into when baselining pro)ects. '() *AS$,-$.
Baselines are basically Rsnapshots’ o! a pro/ect plan against $hich the pro/ect’s scheule -original ates, urations., costs an per!ormance can be measure" 7t helps to establish the basis against $hich you are going to eliver your pro/ect an measure its success" P3 allo$s you to create many baselines !or comparison to the current scheule an gives each user the ability to assign up to three baselines to the current scheule !or ata comparisons" But it’s important to use this capability $ith restraint" What happens i you get it !rong"
7! you create an e'cessive number o! baselines, rather than using e
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P7%AG#A P3 T7PS A9 T74SC T7P 11 S48#+# P#F>%A94# P>T#T Author: Angelo Bucon
Publish Date: February 11, 201
This e(tract from the Primavera P6 Tip we shared with our upport "lients e(plains how to use %ashboards to ensure all the relevant information regarding the status of a pro)ect is in one centralised location.
%ashboards A common pit!all in pro/ect management is misinterpreting pro/ect in!ormation or, in some cases, even /ust *ning in!ormation scattere throughout the i=erent parts o! the program, $ithin i=erent *els an layouts" +sers o!ten also nee i=erent in!ormation, epening on their role" Than&!ully, the evelopers o! P3 #PP% @"2 recognise these issues an evelope a series o! portlets -sections o! pro/ect in!ormation that you can vie$ in a ashboar." This ensures all the relevant in!ormation regaring the status o! a pro/ect is in one centralise location" ashboar vie$s can be customise to each P3 user an can be con*gure to sho$ only the in!ormation critical to the role" There are many i=erent types o! vie$s or portlets available in the ashboar vie$ o! Primavera P3 @"2" These inclueC • • • •
Scheule per!ormance Jantt chart esource allocation an Port!olio analysis"
Schedule Perormance Portlet
The Scheule Per!ormance portlet calculates an isplays ata in cost or labour units" 7t is use to vie$ both current an !orecast scheule summary per!ormance in!ormation, in either cost or labour units" #nterpreting the inormation
The portlet uses a number o! &ey symbols to uic&ly highlight the ata on $hich you shoul !ocus" These visual inicators are base on per!ormance threshols you e*neC •
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CriticalC 7nicates that a (BS, pro/ect, or port!olio reuires signi*cant corrective action" 'arningC 7nicates that a (BS, pro/ect, or port!olio nees attention an is per!orming belo$ e'pectations" Acceptable C 7nicates that a (BS, pro/ect, or port!olio is per!orming $ithin an e'pecte range" $/ceptional C 7nicates that a (BS, pro/ect, or port!olio is e'ceeing e'pectations" Tips to optimise your $ash%oard
The Scheule Per!ormance portlet calculates an isplays ata in cost or labour units base on the option selecte on the Jlobal tab in %y Pre!erences" Hou can clic& a pro/ect name in the portlet to isplay the Per!ormance Status page the page isplaye epens on your moule access" PrescienceAdvantageTM Primavera Support
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P7%AG#A P3 T7PS A9 T74SC T7P 12 #S>+4# P>T#T Author: Angelo Bucon
Publish Date: April , 201
This e(tract from the Primavera Tip we shared with our upport "lients e(plains how to use 1esource Portlet %ashboards to determine which resources are over or under allocated and ensure resources are being used effectively.
Dashboards 0 esource Portlets The esource Allocation portlet in Primavera P3 is another !eature that can ensure the overall success o! a pro/ect" >!ten companies $ant to minimiMe costs by using the least amount o! resources reuire to complete a pro/ect" This can cost in the long run because pro/ects cannot be complete on time ue to the !act that the resources are over or uner $or&e" Pro/ect managers can vie$ the resource portlets an etermine $hich resources are overQuner allocate, an level the resources out to ma&e sure that all resources are use in the most ecient an optimum $ay" &esource Team Summary Portlet
The esource Team Summary portlet allo$s you to vie$ resources, their primary role, an the number o! active pro/ects !or a team you select" The portlet lists those members o! the resource team that you have access to, base on resource security" 7! you choose to vie$ a resource team that is available only to you, all resources that you have ae to the team are liste"
Tips •
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esource usage ata is base on summary ata, so it re
The esource Analysis 4hart allo$s you to vie$ a variety o! chart !ormats plotting the total -remaining plus actuals. units or costs !or a resource, resource team, or resource coe you select"
The histograms isplay resource ata summariMe by calenar in $ee&ly increments"
Tips •
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The esource Analysis 4hart uses summary ata, so it re
A PrescienceAvantage Primavera Support agreement is racle Primavera assistance, elivere remotely or on)site, i! neee" Fin out more about setting up a Support Agreement !or your site, or call us on 100 0@3 @13" T%
P7%AG#A P3 T7PS A9 T74SC T7P 1 P7%AG#A P3 @" 7S 8## Author: Angelo Bucon
Publish Date: %ay , 201
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3e+ve been roadtesting the new release of Primavera P6 15. and are very e(cited about the new features and enhancements to both Primavera P6 *PP/ web client- and Primavera P6 Professional. 'n this e(tract from our Primavera upport "lients+ Tips and Tricks newsletter we discuss some of the key features.
Setting a $eault Start Page
A great starting point -no pun intene. o! Primavera P3 @" provies a setting to speci!y the e!ault start page $hen a user logs in, simpli!ying the user e'perience an saving time by ta&ing users to the e'act page they most !reuently use" This is set via the 4ontent tab o! the etails page !or a +ser 7nter!ace Gie$ or the Gie$ tab in %y Pre!erences"
()L #mport*+xport +nhancements
A user can no$ e'change N% pro/ect *les $ith previous versions o! Primavera P3 !rom 3"2 SP6 on$ar" Also, all !eatures supporte by the P3 Pro!essional N# !ormat constraining o! e'ternal relationships uring import, inclusion o! PriceQ+nit in resource assignments an importing o! Past Perio Actuals are supporte in N% !ormat as $ell" P3 @" also enables a user to import or e'port multiple pro/ects simultaneously" (hen e'porting multiple pro/ects, the pro/ects are combine into a single N% *le" Thus importing multiple pro/ects reuires the pro/ects to be containe in a single N% *le" ,ranular 'ontrol over $ata during ()L #mport
4ontinuing the 7mport theme, a ne$ screen in Primavera P3 @"’s N% pro/ect import process enables a user to vie$ ata in the incoming *le an a/ust it as necessary be!ore importing it into the atabase" This !eature is especially use!ul to pro/ect managers $ho import thir)party scheules that contain un$ante ata such as resources, coes, an +Fs" 7n previous versions o! P3, users ha to manually scan an then moi!y the ata be!ore importing" &enaming 'olumns
%y personal !avourite is that you can no$ rename columns in the (eb 7nter!ace" This !eature ensures the application terminology aligns $ith the
organiMation an enables users to $or& $ith column names that are !amiliar" ight)clic& a column heaer an select ename 4olumn to launch the ename 4olumn ialog bo'" The ialog bo' isplays the column’s e!ault name an provies a 9e$)name *el in $hich you can eit the e!ault name or type in a i=erent name"
-e! &elationships $etail Windo! on Activities Page
The last !eature $e $ill cover is one that 7 thin& most P3 users $ill uic&ly appreciate" Primavera P3 @" -(eb 4lient. o=ers a ne$ elationships etail $ino$ on the Activities page that enables a user to create an manage preecessor an successor relationships $ithin the same $ino$" The $ino$ provies the same capabilities as the separate Preecessors an Successors etail $ino$s, an is also still available $ithin the Primavera P3 @" Pro!essional 4lient"
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P7%AG#A P3 T7PS A9 T74SC T7P 16 P7%AG#A P3 @" F#AT+#S H>+ %AH 8AG# %7SS#E
Author: Angelo Bucon
Publish Date: Lune 20, 201
/any of you may have had the fortune of road testing the new Primavera P6 15. update. 'n this e(tract from our Primavera upport "lients+ Tips and Tricks newsletter we continue our overview of some further features and welcome enhancements.
.ie!ing the /ierarchy or Activity0 Proect0 and &esource 'odes in Primavera P &34
To help solve the problem o! uplicate coes, P3 @" isplays the !ull hierarchical chain !or assigne pro/ect, activity, an resource coes in the 4oes etail $ino$" Previous releases o! P3 isplaye only the lo$est hierarchical level" isplaying the !ull chain in the etail $ino$ can provie use!ul in!ormation $ithout reuiring a user to navigate to a coes ictionary to vie$ the hierarchy" 7n aition, a ne$ column in the 4oes etail $ino$ on the Activities page inicates $hether an assigne activity coe is an #PS, global, or pro/ect)level coe" To access this !eature, clic& the 4oes etail $ino$ on the #PS or Activities page in the Pro/ects section, or on the esources tab on the Aministration page in the esources section"
Find and &eplace 6ption
P3 @" enables a user to *n an replace te't in isplaye columns on the #PS, Activities, an esources Assignments pages, ma&ing it easier to change items in the pro/ect plan" A Find option $as previously available the Replace option is ne$" The ne$ option is available via the #it menu, the #it toolbar, or the right)clic& menu"
To access this !eature clic& Replace on the #it or right)clic& menu or clic& the icon on the #it toolbar" 'opy Activity 6ptions
P3 no$ enables a user to select the ata to inclue $hen copying an pasting activities on the Activities page" This !eature can save signi*cant time an e=ort by reucing the time to manually a or remove ata $hen eiting or builing pro/ect scheules" The !eature applies to single or multiple activities $ithin a single pro/ect or across multiple pro/ects" >n the Activities page, users can copyQpaste one or more activities" The 4opy Activity >ptions ialog bo' isplays $hen you paste the activities" 4lear the chec& bo'es !or ata you o not $ant to inclue, an then clic& >" To access this !eature, on the Activities page, the 4opy Activity >ptions ialog bo' isplays as part o! the copyQpaste operation"
#mproved Printing rom the +PS and Activities Pages
%y personal !avourite ne$ !eature in release @" is the ability !or a user to print !rom the #PS or Activities page an inclue only the Pro/ect or Activity Table $ith no Jantt chart, o=ering the
>n the Activities page, choose ates or use rolling options to e*ne a ate range, eliminating the nee to repeately open the vie$ to set the time !rame" To access this !eature, on the #PS or Activities page in the Pro/ects section, clic& Page Setup on the Actions menu -or clic& the Page Setup icon !rom $ithin Print Previe$., an then use the Print ange options on the Sheet tab" P$SC,$-C$AD2A-TA3$ TM P,MA2$A SUPP4T
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P7%AG#A P3 T7PS A9 T74SC T7P 15 +S79J P7%AG#A P3 4A#9AS #FF#4T7G#H Author: Angelo Bucon
Publish Date: Luly 1, 201
't surprises me that many people don+t really know how to use a calendar effectively within Primavera P6. 3hen you think about it, no one really teaches you how to use them properly and as a result they+re most likely not being used efficiently. 'n this e(tract from our Primavera upport clients+ newsletter we give you an overview of calendars within P6 and provide a few answers on some common $uestions.
Primavera P 'alendars
4alenars enable you to e*ne available $or&ays an $or&)hours in a ay" Hou can also speci!y public holiays, recognise holiays, company’s >s an pro/ect)speci*c $or&Qnon)$or&ays" Hou can establish an unlimite number o! calenars to accommoate i=erent $or& patterns"
Hou can also assign calenars to each resource an activity to etermine time constraints in a uni!orm $ay" For e'ample, base on its calenar, a resource might not be available or, i! the resource is available, the activity might not *t the calenar reuirements" P3 uses your calenar assignments !or levelling resources, scheuling, an trac&ing activities" The Primavera P3 application supports three types o! calenarsC
Global Calendar: 7! a calenar is e*ne uner this category, that calenar can be assigne to any pro/ect, activity an resource in the atabase" Project Calendar: This category o! calenars can be assigne to a speci*c pro/ect -anQor its activities." 7! a calenar is e*ne uner this category then that calenar can be assigne to that speci*c pro/ect -anQor its activities. only" These calenars cannot be assigne to any resource" 7! $e lin& the pro/ect calenar to the global calenar then any change mae in the global calenar $ill be re
Hou can change the type o! calenar you create !rom a resource calenar to a global calenar, a personal calenar to a share calenar, or a share calenar to a personal calenar" 1" 2" "
(ithin P3 (eb, clic& the Aminister menu an select #nterprise ata" 7n the #nterprise ata pane, e'pan esources an clic& esource 4alenars" >n the esource 4alenars page, clic& on a personal or share calenar"
To change a calenar !rom a resource calenar to a global calenar, on the esource 4alenars toolbar, clic& Promote to Jlobal 4alenar" To change a personal calenar to a share calenar, or to change a share calenar to a personal calenar, on the esource 4alenars toolbar, clic& 4onvert to Personal 4alenar or 4onvert to Share 4alenar"
Applying a calenar as the e!ault pro/ect calenar
A ne$ speci*c calenar has been create !or an e'isting pro/ect" 8o$ o you apply this calenar as the e!ault pro/ect calenar !or this pro/ect onlyD (ithin P3 Pro!essional, open the pro/ect, but remain in the Pro/ects screen" 4lic& on the e!aults tab an change the e!ault calenar as appropriate" This $ill set the e!ault activity !or ne$ activities, but $ill not change the calenar !or e'isting activities"
4opying an pasting calenars
7t is not possible to irectly copy an paste 4alenars in P3, ho$ever there is an option to base the calenar on an e'isting calenar"
When creating a calendar in the P6 client , you can base the calenar on either a resource calenar or a global calenar" When creating a calendar in P6 web, you can base the calenar on either a resource calenar, global calenar, or pro/ect calenar -i! both pro/ects are open." 4hanging the calenar !or multiple activities
1"
isplay a column !or 4alenar" 2" 4hange the *rst activity’s calenar to the calenar that you reuire" " 8ighlight all the activities ma&ing sure that the cell is on the last activity in the 4alenar 7 column" 6" 4hoose #it, Fill o$n" P$SC,$-C$AD2A-TA3$ P,MA2$A SUPP4T
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P7%AG#A P3 T7PS A9 T74SC T7P 13 (8AT 7S T8# 7FF##94# B#T(##9 P7%AG#A P3 (#B A9 P3 P>F#SS7>9AD Author: Angelo Bucon
Publish Date: September 0, 201
1
7ou+ll often hear the suite of Primavera Pro)ect /anagement software described in a variety of ways like 8P6 Power "lient+, 8P6 3indows Professional+, 8P6 PP/+, 8P6 tandalone+, 8P6 3eb+ or even 8P6 *PP/+. 'n this edition we recap on the differences between P3 Pro!essional and P3 (eb. P,MA2$A P5 '$* A-D P5 P4!$SS,4-A
>ver the years, Primavera has been aopte as the recognise stanar in numerous inustries $orl$ie to manage comple' an capital intensive pro/ects" >racle Primavera’s pro/ect management so!t$are has gone through many changes an revision upates" Primavera P3 $as e'pane !rom its original (ino$s plat!orm to o=er an aitional internet base version $hich is no$ re!erre to as >racle’s Primavera P3 #nterprise Pro/ect Port!olio %anagement -#PP%." What is Primavera P Proessional"
4racle Primavera P5 Professional Pro6ect Management 7PPM8 is more commonly &no$n as RP3 (ino$s 4lient’, or it can also be re!erre to as the R(ino$s 4lient’, R>ptional 4lient’ or even RP3 Stanalone’" (e usually re!er to it as RP5 Professional’"
P3 Pro!essional $as esigne to be scalable to manage large)scale, sophisticate pro/ects on an enterprise $ie
atabase" 7t $as re!erre to as the Rpo$er client’ because it enable Rpo$er users’ such as planners, scheulers an pro/ect managers to organise, manage an control pro/ects $ith up$ars o! 100,000 activities" P3 Pro!essional $as the per!ect tool !or these Rpo$er users’ to plan, create, scheule, e'ecute an eliver their pro/ects on time an $ithin buget" >ne avantage o! P3 Pro!essional is that pro/ects can be $or&e on in Re'clusive moe’ or can be Rchec&e)out’ so that pro/ect managers can $or& on a pro/ect inepenently on their computer" >thers $ill still be able to loo& at the pro/ect in Rrea)only’ moe an $on’t be able to ma&e any changes until the pro/ect manager chec&s the pro/ect in to merge it bac& into the atabase" For e'ample, a pro/ect manager can Rchec&)out’ a pro/ect, go on site in the *el $here they $on’t have access to the company’s net$or&Qatabase, then ma&e upates to the scheule" (hen the pro/ect manager is re)connecte to the company’s net$or&Qatabase, they can merge the upate pro/ect bac& into the atabase" •
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The P3 Pro!essional client can be purchase separately uner the prouct name RPrimavera P3 Pro!essional Pro/ect %anagement’" >r it comes bunle $ith the Primavera P3 #PP% licence -$hich inclues both P3 (ino$s an P3 (eb as $e’ll aress shortly." Features o P Proessional:
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Support o! $or& brea&o$n structures -(BS., user)e*ne *els an coes, critical)path)metho -4P%. scheuling, an resource levelling" %ultiple users can access the same pro/ects concurrently" 7ssue trac&ing" %anagement by threshol" A trac&ing !eature that enables you to per!orm ynamic cross)pro/ect rollups o! cost, scheule, an earne value" (or& proucts an ocuments that can be assigne to activities an manage centrally" Time)scale ogic iagrams -in particular RP3 GisualiMer’." esource an role aministration" A report $iMar that creates customise reports to e'tract any ata !rom the P3 #PP% atabase" Tile an tabbe $ino$ layouts !or easy navigation" 4on*gurable menus an toolbars" #nhance page brea&s on grouping bans" #mail reports as attachments" Streamline installation process"
What is Primavera P We%"
Primavera P5 'eb is >racle Primavera’s pro/ect management tool $ith a $eb bro$ser inter!ace" All you nee is internet access an a $eb bro$ser to plan, scheule an manage pro/ects" This allo$s pro/ect teams to have Ranytime, any$here access’ to pro/ect in!ormation through the racle, calle Primavera P3 #nterprise Pro/ect Port!olio %anagement, or #PP% !or short" Primavera P3 #PP% comes pre)bunle as a prouct suite that incluesC • • • • • •
P3 Pro!essional !or #PP%" P3 (eb" P3 Team %ember Application" P3 Progress eporter" P3 7ntegration AP7" P3 #PP% (eb Services"
Both P3 Pro!essional an P3 (eb access the same enterprise atabase o! pro/ects" Why is this signifcant? 7t means that po$er users or avance planners an scheulers can still use P3 Pro!essional !or their pro/ects" At the same time, e'ecutives, managers an pro/ect managers can conuct higher level planning, resourcing, port!olio management, aministration an team collaboration all through P3 (eb" Administrative Features o P +PP):
All aministrative an most enterprise)level tas&s !or the P3 Pro!essional 4lient e'ist in the P3 #PP% atabase, an are accesse through P3 (eb" Aministrative !eatures relocated !rom P3 Pro!essional to P3 (eb areC
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Jlobal ictionaries, incluing #PS, >BS, Pro/ect 4oes, Activity Step Templates, 4ost Accounts, Funing Sources, is& +ser e*ne Fiels" +sers" Security Pro*les" Amin Pre!erences" Amin 4ategories" 4urrencies" Timesheet ates" Financial Perios" Time Approval" Lob Services replace $ith Scheule Services" Pro/ect is&s replace $ith is&s" %ethoology %anager %oule replace $ith Pro/ect Templates" P&+S'#+-'+A$.A-TA,+ P&#)A.+&A S7PP6&T
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P7%AG#A P3 T7PS A9 T74SC T7P 1: T8# AT >F J>+P79J, S>T79J A9 F7T#79J Author: Angelo Bucon
Publish Date: >ctober 1, 201
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The grouping, sorting and filtering areas of Primavera P6 can be challenging, but with these handy Primavera P6 tips, you will be creating some great views and producing some top reports in no time.
9rouping and orting By e!ault some o! the criteria !or the O 3roup *% column have a hierarchy that can be reporte on, !or e'ample items such as Activity 4oes an (BS" Aing a secon or multiple 93roup *% criteria in Jroup an Sort allo$s you to group the layout by more than one *el" (hen those criteria are ae to the O 3roup *% column, the 9To evel column may also nee to be a/uste" The O To evel column tells the Pro/ect %anager ho$ !ar o$n the hierarchy to sho$ groupings" 7! multiple levels are not use, set the O To evel to O1 to !ree up aitional O3roup *% columns, there!ore allo$ing the entry o! more criteria"
Jrouping an sorting in Primavera P3 Jet use to also clic&ing the 9Sort tab" This arranges ho$ activities are orere in a layout by speci!ying sorting criteria" Sort activities chronologically, alphabetically, numerically, or hierarchically epening on
the ata items you select" (hen you use both grouping an sorting to organise your layout, the ata are groupe *rst an then sorte" (hen you a a hierarchical item to the Jroup By list, it $ill isplay all o! the available levels !or that item as speci*e in the Amin Pre!erences" 7! you are only using !our o! those levels, set the 9To evel to 9;" Hou $ill then have space !or another hierarchical item to be groupe beneath the *rst item" 7! you o not $ish to sho$ hierarchy, unchec& O,ndent to allo$ you to group by aitional hierarchical items" )ixing 9A-$ and 96& 6ptions in Primavera P Filters
A *lter set up in Primavera P3 temporarily limits the pro/ects or activities that appear on screen, accoring to criteria you establish" 4reating a *lter $here all the conitions are either RAn’ or R>r’ !or each ro$ is pretty straight!or$ar" 8o$ever, i! you $ant to mi' them up a little it’s not as obvious in P3 Pro!essional" This uic& tip $ill sho$ you ho$"
Example: 7 $ant to *n all milestones in a pro/ect that have a ate variance that is not eual to Mero" 7n other $ors, 7 $ant to see any milestone that is no$ sitting on a ate other than its baseline ate" Because there are t$o types o! milestone in P3 Pro!essional Start an Finish it’s o!ten necessary to use the R>r’ parameter to inclue them all" But i! you $ant to inclue some RAn’ conitions too, you nee to o some e'tra thin&ing" 8ere’s ho$ the *lter !or the above scenario shoul loo&"
%i'ing Oan an Oor *lters in Primavera P3 The *rst t$o conitions above must both be met -the activity is not complete A9 variance is not Mero., an either o! the secon conitions can be met in this case a start or a *nish type milestone $ill meet the criteria" To inent the R>r’ conition ro$s uner the RAn’ conition ro$s, $e insert a ne$ ro$ belo$ the last RAn’ conition an assign the An% of the !olloing option to it" All subseuent ro$s $ill have an R>r’ option in the *rst column until $e insert another All of the !olloing option" >nce you get use to this metho, you can buil very po$er!ul *lters" Hou o nee to thin& these through be!ore attempting to buil them" Jenerally try to start by builing all the RAn’ conitions *rst, an then put R>r’ options belo$ to avoi con!usion an unnecessary comple'ity" P$SC,$-C$AD2A-TA3$ P,MA2$A SUPP4T
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P7%AG#A P3 T7PS A9 T74SC T7P 1@ #A9# GA+# F>%+AS A9 4A4+AT7>9S Author: Angelo Bucon
Publish Date: Lanuary 3, 2016
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*very cheduler aims for a pro)ect to complete within budget and schedule. Primavera P6 has the functionality to measure pro)ect performance according to cost and schedule using *arned :alue measurement techni$ues. 'n this update we provide a brief overview of some of the most common *arned :alue formulas and calculations used in Primavera P6.
#arne Galue in P3 Some bene*ts o! calculating #arne Galue in P3 are the ability to caluclate activity percent complete an vie$ in graphical !orm to preict obstacles early in a pro/ect scheule !orecasting pro/ect progress more e=ectively an eveloping an early unerstaning o! progress accoring to buget an scheule to ienti!y problems as they arise" Actual 'ost
Actual 4ost -A4(P. is the actual total cost incurre on the activity as o! the pro/ect ata ate" A4(P is the same as the Actual Total 4ost" •
A4(P U Actual abour 4ost ; Actual 9on)abour 4ost ; Actual %aterial 4ost ; Actual #'pense 4ost >udget At 'ompletion <>A'=
This is al$ays the Total cost !rom the Baseline, calculate using the Baseline Bugete Galues or Baseline At 4ompletion values epening upon the R#arne Galue 4alculation’ setting -Amin, Amin Pre!erences, #arne Galue." 7! the R#arne Galue 4alculation’ is set to RBugete Galues $ith Planne ates’ or RBugete Galues $ith 4urrent ates’C
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BA4 U B Bugete abour 4ost ; B Bugete 9on)abour 4ost ; B Bugete %aterial 4ost ; B Bugete #'pense 4ost"
7! the R#arne Galue 4alculation’ is set to RAt 4ompletion Galues $ith 4urrent ates’C •
BA4 U B At 4ompletion abour 4ost ; B At 4ompletion 9on)abour 4ost ; B At 4ompletion %aterial 4ost ; B At 4ompletion #'pense 4ost" 'ost Perormance #ndex <'P#=
A 4P7 greater than 1 means that #arne Galue is greater than the actual amount spent" A 4P7 o! less than 1 means that the #arne Galue is less than the actual amount spent" •
4P7 U #G Q Actual 4ost 'ost .ariance <'.=
4ost Gariance is the i=erence bet$een the #arne Galue an the actual cost o! that activity" •
4G U #G Actual 4ost +arned .alue 'ost <>'WP or +.=
#arne Galue 4ost -#G. is the portion o! the bugete total cost o! the activity that is actually complete as o! the pro/ect ata ate" Also &no$n as the Bugete 4ost o! (or& Per!orme !or the activity" The metho !or computing the per!ormance percent complete epens on the #arne Galue techniue selecte !or the activity’s (BS" •
#G U BA4 V Per!ormance W 4omplete +stimate At 'ompletion <+A'=
#A4 is the estimate cost at completion !or the activity" •
#A4 U Actual 4ost ; #T4" +stimate to 'omplete <+T'=
#stimate to 4omplete is the estimate cost le!t to complete on the activity" The calculation can be customiMe at the (BS level ->n the R#arne Galue’ tab in the (BS vie$."
7t can be compute as eitherC #T4 U emaining Total 4ost !or the activity #T4 U PF V -BA4 #G.
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(here RPF’ is a multiplier to $eight the #T4 calculation"This can be either R1’, R1Q4P7’ or R1Q-SP7 V 4P7.’ or user e*ne amount" Planned .alue 'ost <>'WS or P.=
Planne Galue 4ost -PG. is the portion o! the bugete total cost o! the activity that is scheule to be complete as o! the pro/ect ata ate accoring to the baseline ates" Also &no$n as the Bugete 4ost o! (or& Scheule !or the activity" The Scheule W 4omplete speci*es ho$ much o! the activity’s original uration has been complete so !ar base on the baseline ates" PG U BA4 V Scheule W 4omplete
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Schedule Perormance #ndex
A SP7 greater than 1 means that #arne Galue is greater than the Planne Galue" A SP7 o! less than 1 means that the #arne Galue is less than the Planne Galue" SP7 U #G Q PG
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P$SC,$-C$AD2A-TA3$ P,MA2$A SUPP4T
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P7%AG#A P3 T7PS A9 T74SC T7P 1 #S>+4# 4>#S Author: Angelo Bucon 2
Publish Date: February , 2016
;ust like Pro)ect "odes and Activity "odes, Primavera P6 provides 1esource "odes that allow you to organise, group, sort, and filter resources. 1esource "odes also allow you to group and sort in the 1esource Assignments and 1esource Profile views to give you a better understanding of your resources+ allocation. 'n this update we look at these codes that often go unused in most scheduling methods.
Creating a esource Code (e’ll start by sho$ing you ho$ to create a esource 4oe in P3 $hich $e $ill call O%anager an a 4oe Galue !or it calle OP%" 1" 2" " 6" 5"
4lic& on Aminister, #nterprise ata in the menu bar, an choose esource 4oes" 4lic& on the A 4oe icon" Type the 9e$ esource 4oe name O%anager" 4lic& on the A 4oe Galue button, to a P% to the %anager esource 4oe an a escription" Hou may a as many 4oe Galues as you $ish" 4lic& on Save in the resource coe $ino$ to save your changes"
Assign esource Code 2alues
Hou can assign coe values to resources using the 4oes tab in esource etails or by creating resource coe columns in the esources $ino$ an then assigning values in the columns" To use the 4oes tab, clic& the isplay >ptions bar an choose etails -the bo' ne't to the etails comman shoul be mar&e." 4lic& the 4oes tab, then Assign" To use columns, clic& the isplay >ptions bar, then choose 4olumns, 4ustomiMe, an a one or more resource coe columns"
A resource usage pro*le can also be groupe by esource 4oes" This allo$s the user to clic& on, !or e'ample, the manager’s name in the pro*le an see a rollup o! all o! the limits !or the resource uner that manager’s name" This vie$ is use!ul !or creating a great capacity planning report" These vie$s can be accesse via the esource page uner esource +sage or via the Activities page by selecting the esource +sage Pro*le tab"
3roup and Summarise Using esource Codes Another neat tip is to use esource 4oes !or grouping an sorting in esource Assignments" 7n a esource Assignment layout, clic& the OJroup an Sort By tab" Jrouping by esource 4oes enables you to uic&ly see the activities that are assigne to a particular area o! responsibility or that a re being per!orme by a speci*c group throughout your organisation" 4lic& a group ban to see a summary or rollup o! a particular group" P$SC,$-C$AD2A-TA3$< P,MA2$A SUPP4T
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P7%AG#A P3 T7PS A9 T74SC T7P 20 #S>+4# ASS7J9%#9T S#TT79JS Author: Angelo Bucon
Publish Date: %arch 10, 2016
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'hile the ma6orit% of users leave esource Assignments as the default setting= ith a little piece of >no?ho %ou can use this area to greatl% bene@t %our schedules& ,n this update e revie ho to set up esource Assignments ithin the user preference calculations&
esource Assignments Accessing the +ser Pre!erences $ithin P3 Pro!essional, an then selecting the 4alculations tab, allo$s you to choose your esource Assignment options"
Aing or removing multiple resource assignments on activities options
Hou can choose to preserve or recalculate units, uration, an unitsQtime" There are t$o optionsC •
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Preserve the Units !uration and Units"#ime $or existing assignments : Select this option !or units, urations, an unitsQtime to remain constant $hen aitional resources are assigne to any activity" egarless o! the uration type o! an activity, the !ollo$ing euation is al$ays trueC emaining Units emaining Duration / emaining Units#Time Recalculate the Units !uration and Units"#ime $or existing assignments based on the activit% !uration #%pe : This option calculates a resource assignment’s remaining values base on the activity’s uration type, speci*e in an activity’s Jeneral tab"
Assignment Stang >ptions $hen assigning a resource to an e'isting activity assignment
(hen selecting a resource to sta= an e'isting role assignment or replacing a current resource assignment $ith a i=erent resource, you can choose either to al$ays use the current unitsQtime an overtime !actor o! the ne$ resource
or, to be prompte every time so you can select the unitsQtime an overtime !actor you $ant to apply to the assignment" The !ollo$ing options are availableC •
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&lwa%s use the new resource's Units"#ime and (vertime $actor : The manual !uture perio values o! the e'isting resource assignment may be re)sprea across !uture perio buc&ets base on the ne$ resource’s values" &lwa%s use current assignment's Units"#ime and (vertime $actor : The unit values !or the ne$ resource are sprea evenly over !uture perio buc&ets an the manual !uture perio values !or the e'isting resource assignment are not change" &s) me to select each time * assign : #very time you ma&e an assignment, you $ill be prompte to use the unitsQtime an overtime !actor !or the ne$ resource or the current assignment" >ptions $hen a resource an role share an activity assignment
(hen selecting a resource !or an e'isting role assignment or speci!ying a role !or an e'isting resource assignment, you can choose to al$ays apply either the resource or role rate -PriceQ+nit. to the assignment, or you can choose to be prompte every time so you can select $hich rate to apply"
+ote: The assignment ate Source *el inicates $hether the resource or role rate is applie to an assignment" The ate Source, along $ith the ate Type, etermines the priceQunit value use to calculate costs !or the assignment" 4hoose one o! the !ollo$ing optionsC •
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&lwa%s use the resource's Price"Unit : The manual !uture perio values !or the e'isting role assignment may be re)sprea across !uture perio buc&ets base on the ne$ resource’s values" &lwa%s use the role's Price"Unit : The manual !uture perio values !or the e'isting resource assignment may be re)sprea across !uture perio buc&ets base on the ne$ role’s values" &s) me to select each time * assign : #very time you ma&e an assignment, you $ill be prompte to use the resource’s or role’s priceQunit" P$SC,$-C$AD2A-TA3$< P,MA2$A SUPP4T
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P7%AG#A P3 T7PS A9 T74SC T7P 21 #PS, >BS A9 #SP>9S7B# %A9AJ#S Author: Angelo Bucon
Publish Date: Lune 2, 2016
'hat is a responsible manager that is assigned to a pro6ect. )ou are a program manager revieing portfolio performance data and %ou see that man% issues are assigned to a 9responsible manager= and need to set an 4rganiBation *rea>don Structure to combine ith the $nterprise Pro6ect Structure& All these uestions are ver% relevant in common scheduling and provide the abilit% to assign various vieing rights and privileges to managers and planners& ,n this nesletter e ill endeavour to provide clarit% on this issue& 1*P!='42* /A=A9*1 The >rganiMational Brea&o$n Structure ->BS. is a hierarchical base structure that represents your organiMation" The #nterprise Pro/ect Structure -#PS. is also a hierarchical base structure that represents ho$ your pro/ects are organiMe" The >BS an #PS are combine together through the responsible manager *el on the #PS structure, pro/ect !oler an (or& Brea& Structure -(BS. level" The esponsible %anager *el is the >BS an this etermines $hat users can gain access to the Pro/ect" (hen you create a user, you have to give them esponsible %anager assignments in orer !or them to access pro/ects"
#PS an >BS nee to have a one)to)one relationship" 7! you give a user a esponsible %anager assignment ->BS. that is not tie to an #PS, Pro/ect or (BS level, they $ill not see any pro/ects $hen they log into P3 Pro!essional an P3 (eb"
P1!;*"T A""* Pro/ect access an security privileges are etermine by a combination o! esponsible %anagerQ>BS assignment-s., Pro/ect Security pro*le assignment-s. an $here the assignments !all $ithin the #PS structure"
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P7%AG#A P3 T7PS A9 T74SC T7P 22 8>( >#S P3 S+%%A7K# ATA 79 T8# S+%%AHQJ>+P79J BA9SD Author: Angelo Bucon
Publish Date: Luly 1@, 2016
A common issue that users face hen the% loo> at a standard schedule is or>ing out ho 4racle Primavera P5 creates the summar%#grouping bands& ,n some cases= it seems as if the @gures dont add upE
(ell, in this ne$sletter $e eneavour to escribe ho$ >racle Primavera P3 calculates an isplays the summary in!ormation !or costs an uantities, custom user *els, ates, urations, racle Primavera P3 totals cost an uantity ata items, such as bugete cost an bugete uantity, by aing the values !or each activity in the summary"
#ser %efined &ields> >racle Primavera P3 summarises user e*ne *els accoring to their type" For e'ample, items representing start ates sho$ the earliest start ate, an items !or *nish ates sho$ the latest *nish ates" A numeric user *el is totalle !or the summarise activities" A te't)base custom user *el is never summarise" atesC 7! you isplay early ates, the >racle Primavera P3 sho$s the earliest early -or actual. start an the latest early -or actual. *nish ates" The same rules apply !or late ates an baseline early an late ates" urationsC >racle Primavera P3 summarises original an remaining uration values" For activities $ith no progress, the original an remaining urations are the number o! $or& perios bet$een the earliest start an latest *nish ates an the earliest remaining start an latest remaining *nish ates respectively" 7! the summary activity has an actual start ate, >racle Primavera P3 calculates the original uration !rom the actual start ate to the latest *nish ate" 7n this case, >racle Primavera P3 calculates remaining uration !rom the earliest remaining early start ate to the latest remaining early *nish ate" ?F6& T/+ +-T#&+ A&T#'L+ @6#- P&+S'#+-'+A$.A-TA,+< P&#)A.+&A S7PP6&T
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P7%AG#A P3 T7PS A9 T74SC T7P 2 #9+%B#79J >A4# P7%AG#A P3 A4T7G7T7#S Author: Angelo Bucon 1
Publish Date: September 1, 2016
(ave %ou ever been challenged b% pro6ects and schedules that change= sometimes signi@cantl%= from the a% the% ere initiall% planned and scheduled. (e have seen a lot o! pro/ects, an in our collective memory, struggle to remember a single one that $as not teste by such changes, at some point in its history" This creates a speci*c challenge !or Primavera users, as ma&ing changes to P3 activity 7s a!ter they are alreay allocate can be a pain!ul an time consuming process" For e'ample, suppose you have activity 7s AB100, AB10, AB150, AB130, an AB1@0 an you $ant to change an renumber them to 4500, 450, 4550, 4530, an 45@0 or you may have ae scope -aitional activities. an $ant the activity 7s renumbere in a numerical orer" oing this manually one)at)a)time is inecient an can be prone to errors" This month $e loo& at the Oenumber 7s !eature in >racle Primavera P3 an ho$ it can save you time an e=ort"
#sing the 81enumber Activity '%s+ %ialog 4o( Hou can use the enumber Activity 7s ialog bo' -!oun by selecting Z #it Z enumber Activity 7s". to speci!y ho$ to renumber the selecte activities in your current pro/ect an, i! applicable, to renumber the same activity 7s in all applicable baselines !or the same pro/ect" The selecte activities can have the activity 7s renumbere base on values you speci!y !or e'ample" •
7ncrement Activity Base on Selecte ActivitiesC Select to increment activity 7s using the increment value you speci!y"
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P7%AG#A P3 T7PS A9 T74SC T7P 26 7%P>G79J P3 #AAB77TH Author: Angelo Bucon
Publish Date: September 23, 2016
2ast month we looked at the 81enumber of !racle Primavera P6 Activity '%+s+ feature in !racle Primavera P6 P6- and how it can save you time and effort. 3e are continuing that theme, this month, with another simple feature that will save you time and effort? 2ine =umbering. 7n helping to ma&e your scheuling ays easier, $e $ill also ans$er another uestion o!ten as&e o! our support team, O8o$ can 7 magni!y the column
heaers in P3D The most e=ective solution is to change the !ont or !ont siMe" ea on to iscover a couple o! i=erent $ays to eit !onts an !ont siMes in both P3 (ino$s 4lient an P3 (eb"
T!P T'P @> 2'=* =#/4*1'=9 This !eature is currently available !or P3 release @"2 on$ars an only $ithin P3 (ino$s 4lient" evie$ing an iscussing scheules $ith colleagues uring a meeting or presentation can be mae easier an more e=ective by aing the ine 9umbers to a layout" ine 9umbers can be particularly use!ul i! Activity 7’s are not in numerical orer or are long an comple'"
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P7%AG#A P3 T7PS A9 T74SC T7P 25 P79T79J A4T7G7TH AH>+TS Author: Angelo Bucon
Publish Date: >ctober 1, 2016
2ast month we looked at F,mproving P5 eadabilit% and tips to improve the visual aspects of your P6 2ayout. This time we will focus on how to ensure that what you see on the P6 layout screen will be reflected in your print output. The ability to provie easily unerstanable print outs !rom >racle Primavera P3 -P3. is manatory !or most P3 users, especially !or reporting an in!ormation sharing" %any Pro/ect %anagers $ill reuest a one page print out o! a segment o! a pro/ect to be use in either meetings or to be provie to sta&eholers" An important part o! setting any Activity ayout that you might use !or reporting is to ma&e sure that the print settings are correctly set an save as part o! the layout" Hou can moi!y the Activities layout screen using Filters, Jroup an Sort or by manipulating the Page Setup options to tailor the in!ormation printe"
Top Tip @> cale to Page 3idth To see your *ltere layout o! a segment o! a pro/ect on one sheet /ust !ollo$ these steps"
(o To: Step 1: In the toolbar ribbon click on the FPrint Previe This will launch the FPrint Previe screen.
Step 2: In the FPrint Previe screen click on the FPage Setup icon (top left).
Step 3: Click on the FPaper siBe and set A3 then click FAppl%.
Step : In the FScaling !enu select F!it timescale to and select F1" then click FAppl%.
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P7%AG#A P3 T7PS A9 T74SC T7P 23 +PAT79J A9 SAG79J A BAS#79# Author: Angelo Bucon
Publish Date: ecember 10, 2016
2ast month we looked at 8Printing Activity 2ayouts+ and tips to assist with the tailoring of the information printed. This month we cover updating a baseline, and after saving a baseline, being able to see the baseline bar against current pro)ect bars if your activity layout setting is right. Pro/ect planners can vie$ pro/ect per!ormance very uic&ly an easily against the original baseline by revie$ing graphical Jantt chart that sho$s baseline an current pro/ect bars" Baselines are a complete copy o! an original scheule that oes not change even $hen the current scheule is upate" (e can use these unchanging scheules as a benchmar& to note changes to later scheules a!ter upates an moi*cation have been mae" This is $hy $e have the Update *aseline !unction&
Top Tip @> #pdating the 4aseline >nce progress has been applie to the scheule an an appropriate Baseline Scheule !rom the past is available one can upate an e'isting Baseline Scheule" Proper use o! the R+pate Baseline +tility’ gives you the ability to e=ectively an eciently evaluate the impact o! progress versus non) progress revisions bet$een scheule upates"
(o To: #$pdatin% the &aseline' is aailable in P5 client 2&G and later . Step 1: In the enu bar" click on the FPro6ect tab" select FMaintain *aselines and choose the baseline that will be updated. Click on FUpdate tab.
Step 2: *hen the FUpdate *aseline screen appears" select the options re+uired" and click on the run FUpdate tab to perfor! the update.
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assistance, elivere remotely or on)site, i! neee" Fin out more about setting up a Support Agreement !or your site, or call us on 100 0@3 @13"
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P7%AG#A P3 T7PS A9 T74SC T7P 2: 7SPAH79J GA7A94# T> APP>G# BAS#79#S Author: Angelo Bucon
Publish Date: ecember 1, 2016
2ast month we discussed FUpdating and saving a baseline , and then being able to compare the baseline bar against "urrent Pro)ect 4ars by using Activity 2ayout settings. This month $e conclue our topic on baselines $ith a brie! iscussion on ho$ to isplay variances bet$een a pro/ect an any baselines assigne to that pro/ect $ithin >racle Primavera P3"
Top Tip @> 1eporting on Pro)ect :ariance Gariance reporting in >racle Primavera P3 reuires that the pro/ect has a baseline an it is assigne as either a Pro/ect Baseline or a Primary Baseline" Baselines are assigne using the Assign *aselinesH menu option under the Pro6ect Menu" The menu allo$s a baseline to be as signe as a Pro/ect Baseline an up to three e'isting user baselines $hich are &no$n as Primary, Seconary or Tertiary baseline"
(ith a baseline in place it is possible to report any activity that has move a$ay !rom its baseline ate in the current pro/ect scheule"
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P7%AG#A P3 T7PS A9 T74SC T7P 23 +9#STA979J S48#+79J >PT7>9S Author: Angelo Bucon
Publish Date: February 2, 2015
2ast month we discussed Displa%ing 2ariance to Approved *aselines, and then being able to compare the 4aseline 4ar against current pro)ect bars by using Activity 2ayout settings. This month, $e move into loo&ing at some Scheuling Techniues such as Scheduling 4ptions available in >racle Primavera P3 an the *rst option $e $ill loo& at this month is the etained ogic compare to Progress 4verride "
Top Tip @> #sing Progress !verride to schedule work out of se$uence (e all &no$ that pro/ect e'ecution oes not al$ays go as planne" Sometimes it is necessary to start $or& be!ore preceing activities are complete, !or e'ample, installation o! a piece o! euipment $hich !ollo$s the completion o! painting o! minor carpentry" Perhaps the resources planne to o the $or& are not available on the RPlanne ate’, ho$ever can complete the $or& earlier" The Progress 4verride $ithin Primavera P3’s setting allo$s the Scheuling engine to scheule $or& out o! seuence by ignoring the logic an ta&ing into account the Start an Finish ates set by the user" To access the Progress 4verride setting, *rst clic& on Schedule button -or press F. an then the 4ptions tab in the Scheule (ino$"
Primavera P3 provies three options !or scheuling progresse activities[ etained ogic This is the nor!al schedulin% settin% and the ,ri!aera ,- schedulin% en%ine does not calculate e!ainin% /uration until all precedin% Actiities are co!plete.
Progress 4verride The ,ro%ress 0erride option is used where the etwork o%ic needs to be i%nored" as discussed aboe.
Actual Dates
