©2012 Construction Science, LLC 1

Primavera P6 Settings

Presented by

Karen Reynolds, PartnerConstruction Science, LLC

Primavera P6 Settings

Presented by

Karen Reynolds, PartnerConstruction Science, LLC

SETUPSETUP“Scope of Work”

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ToolbarsToolbars

Turn Toolbars On Project Assign Edit Layout Enterprise Action Bottom Layout Dictionaries Display Find Standard Top Layout

Turn Toolbars Off Print Administrator Publish Reports Tools Move

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ToolbarsToolbars

Turn on buttons in each menu area

Click “More Buttons”

NewOpenClose All

ProjectsEPSOBS

ActivitiesWBS

AddDelete

DissolveLink Activities

UndoFill Down

Activity CodesPredecessors

Successors

TableGantt Chart

Activity NetworkRelationship Lines

DetailsTrace Logic

No Bottom Layout

Filter ByGroup & Sort By

Zoom InZoom OutHint HelpContent

Activity CodesCalendars

ImportExport

Customize Project ColumnsCustomize Project Columns

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Project ID, Project Name, Start, Finish, Must Finish By, Total Float, Data Date

Customize Project Details BoxCustomize Project Details Box

To customize tabs in the Details box

Right-click anywhere in the Details box Select Customize Project Details

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Show on BottomDetails

General, Notebook, Dates Defaults

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Customize Activity ColumnsCustomize Activity Columns

Choose from over 250 columns

Activity ID, Activity Name, Original Duration, Start, Finish, Total Float, Activity Type, Duration Type, Calendar

Customize Activity Details BoxCustomize Activity Details Box

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Right-click in grey area

General, Status, Predecessor, Successor, Codes

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The Predecessor TabThe Predecessor Tab

Critical: determined by P6 based on user definition in Tools -> Schedule -> Options

Driving: determined by P6, if activity is affecting the schedule of its successor

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The Successor TabThe Successor Tab

Customize the columns as shown (right-click in the grey).

Critical: determined by P6 based on user definition (float or longest path) on Settings tab of Project Details Box.

Critical: determined by P6 based on user definition in Tools -> Schedule -> Options

Late Start: Helps you understand schedule flexibility

Driving: determined by P6, if activity is affecting the schedule of its successor

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Calendar RecommendationCalendar Recommendation

Use the Global Calendar list ONLY as a library of calendars to copy when creating Project Calendars.

Since the Default Calendar controls the days which are shaded grey on the Gantt Chart, design a basic 5 workday/week calendar so the weekends will be shaded grey on the Gantt Chart.

With extreme caution, you can use Global Calendars to set Holidays for Project Calendars

Project Calendar OverrideProject Calendar Override

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The settings at Admin > Admin Preferences > Time Periods

will override the calendar assigned to the project unless the box is checked to allow the

calendar to drive.

Baseline SetupBaseline Setup

When creating baselines from projects which already have progress (actuals), you must use the correct Admin settings or the Gantt Chart bars will not appear correctly

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Admin -> Preferences -> Earned ValueUnder Earned Value Calculation,

When calculating earned value from a baseline use:Select “Budgeted Values with Current Dates”,

NOT “Budgeted Values with Planned Dates”

The Impact of TimeThe Impact of Time

P6 schedules by the hour regardless of the time unit you choose to display

To View Time• Go to Edit -> User Preferences -> Dates• Check “12 Hour”• Check “Show Minutes”

The default time of 12:00 AM impacts• Data Date – day after last update• Must Finish By – must finish before

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