gps primavera p6

PRIMAVERA® P6 FUNDAMENTALS

PROJECT SOFTWARE PLANNER 2

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Disclaimer: This reading material is unofficial and used for educational purposes only. Therefore, it is not promoted nor officially endorsed by Oracle (Primavera®) Some sentences / paragraphs included in this workshop manual are excerpts from the Primavera® P6 help file.

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Introduction Primavera® Project Management Software Version 6.0 or generally known as P6 is one of the most commonly used enterprise resource planning software which aims to promote a total project management solution to companies. It is developed by Oracle. This tutorial will orient you in the P6 environment as well as it aims to teach you the basics of planning and scheduling using the Primavera® P6TM software in a graphical approach. As a graphical approach, this tutorial will be packed with graphical user interface images, shot directly from the P6 program to aid the user in the program’s actual use.

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Navigating the Software To start navigating the software, we should first execute/open the software and log-in to your primavera account. For your username and password, please ask your database administrator.

After logging-in to your account, the basic view of the program is shown in the figure below.

NAVIGATION BAR

DIRECTORY BAR

MENU BAR

STATUS BAR

HOME WORKSPACE

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Click “Projects” in the directory bar or in the home window to enter the project window interface as shown in the image below.

The Enterprise Project Structure The project window interface is where we can find all the projects in the database of an organization. We need to define the enterprise project structure to start with our planning activities. Enterprise project structure is the virtual arrangement of an organization. Example of an enterprise project structure is illustrated below. This enterprise project structure is patterned in a contractor’s point of view.

COMMAND BAR

OIL & GAS CONSTRUCT

PETROCHEM OILS CHEVRON GCC OIL COMPANY PARAMOUNT CHEM

TURNAROUND 1

EQUIPMENT 23

OXYGEN PIPELINE

SULFUR RECOVERY

OXYGEN PIPELINE

SULFUR RECOVERY

AMINE INJECTION

WATER SYSTEM

OPTIONS BAR

DETAIL WINDOW

PROJECT WORKSPACE

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In P6, enterprise project structure or EPS acts as the organizing folder of an enterprise. The enterprise project structure varies from organization to organization. Some example of enterprise project structure is illustrated further. To start with our project planning activities, first, we need to develop our own enterprise project structure. To define the EPS, do the following steps:

Click “Enterprise” in the menu bar and click “Enterprise Project Structure”

Savvy Engineering 1. Q-GAS Co. Ltd.

a. Amine Extractor Plant b. Sulfur Recovery Plant c. Diesel Hydro-treatment d. Storage Tank Farm

2. PT Power Link Co. Ltd. a. Power Grid System b. Substation Project c. Power Distribution Links d. Power Generation Plant

3. And so on… (list any client)

Company Name 1. Operations

a. Project 1 b. Project 2 c. Project 3 d. And so on…

2. Maintenance a. Shutdown 1 b. Shutdown 2 c. Shutdown 3 d. And so on…

3. And so on… (list any department)

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Click “Add” button on the command bar or press “Insert” in your keyboard to define the Enterprise Project Structure. Enter the following data to your enterprise project structure: (SAVVY) – Savvy Technical Co. Ltd.

1. (ENG) – Savvy Engineering Group 1. (QG) - Q-GAS Co. Ltd 2. (PT) – PT Power Link Co. Ltd. 3. (SR) – Satellite Refinery 4. (PP) – Petro Power Corporation 5. (FP) – Fossil Power Generation Company

2. (CON) – Savvy Construction Group 1. (RC) – Road Construkt B.V. 2. (BC) – Borogue Corundum Mines 3. (IC) – Infra Construct Systems

3. (PRO) – Savvy Procurement Group 4. (MAT) – Savvy Maintenance Group

1. (TK) – Turnkey Oil Corporation 2. (PS) – Passei Manufacturing Co.

5. (ACC) – Savvy Housing Services Group 1. (C1) – Camp 1 2. (C2) – Camp 2 3. (C3) – Camp 3

Note: The EPS ID is the code inside the parenthesis.

Note: You can use the directional buttons to indent or change the position of the defined enterprise project structure element to create tree relationships.

Note: You can click the “Add” button or press “Insert” in your keyboard to add an Enterprise Project Structure element.

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The Organizational Breakdown Structure

The organizational breakdown structure (OBS) is a global hierarchy that represents the managers responsible for the projects in your enterprise. The OBS usually reflects the management structure of your organization, from top-level personnel down through the various levels constituting your business. You can associate the responsible managers with their areas of the EPS—either nodes or individual projects. When you associate a responsible manager with an EPS node, any projects you add to that branch of the EPS are assigned that manager element by default. The OBS hierarchy is also used to grant users specific access privileges to projects and the WBS levels within projects.

To define the OBS, Click “Enterprise” in the menu bar and select OBS.

Let us define the responsible managers for the enterprise that we made. Each element in the enterprise project structure should be defined with one responsible manager in order to make it more realistic.

Always do remember that OBS aims to identify and to show the responsibility of each manager, in order to properly organize the enterprise.

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You can define OBS element the way you define the enterprise project structure. Navigation for adding, deleting and editing is the same as the enterprise project structure command tab. The only difference in OBS is there will be no OBS ID unlike the enterprise project structure. Also in OBS, you can find a text window where you can put the description or the jurisdiction of each OBS elements.

Now let’s define the OBS in the following hierarchy:

Chief Operations Officer 1. Engineering Group Manager

1. Q-GAS Projects Manager 2. PT Power Link Projects Manager 3. Satellite Refinery Projects Manager 4. Petro Power Projects Manager 5. Fossil Power Projects Manager

2. Construction Group Manager 1. Road Construkt Projects Manager 2. Borogue Projects Manager 3. Infra Construct Projects Manager

3. Procurement Group Manager 4. Maintenance Group Manager

1. Turnkey Oil Corporation Maintenance Manager 2. Passei Maintenance Manager

5. Housing Services Group Manager 1. Camp 1 Manager 2. Camp 2 Manager 3. Camp 3 Manager

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The Project A project is a set of activities and associated information that constitutes a plan for creating a product or service. A project has a start and finish date, work breakdown structure (WBS), and any number of activities, relationships, baselines, expenses, risks, issues, thresholds, and work products and documents. A project may also have its own Web site. While resources typically extend across all projects, each project has its own resource assignments. Similarly, while calendars, reports, and activity codes may span projects, they can also be project-specific. To add a project, click “Projects” in the directory bar or on the home view of primavera.

Then highlight the EPS (click Road Construkt BV) on where you want to put the project then press “Add” on the command bar on the right as shown in the figure on the next page.

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Now, on the add project wizard, you will be asked to select the EPS ID first. The reason we highlight the Road Construkt BV is to pre-define the EPS. In-case you missed the highlighting of EPS before clicking the “Add” button, you may still define it here. Click Next to go to next option and input the following information: Project ID : RC061783 (Note: You may use up to 20 characters) Project Name : Construction of Interconnecting Roads at King Faisal Loop Planned Start : 1st day of the next month Must Finish By : Leave it blank Resp. manager : Road Construkt Projects Manager Rate Type : Price / Unit Then choose “Do not run Project Architect” and click next then click finish.

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The Calendar

You can create and assign calendars to each resource and each activity. These calendars define the available workhours in each calendar day. You can also specify national holidays, your organization's holidays, project-specific work/nonworkdays, and resource vacation days. Calendar assignments are used for activity scheduling, tracking, and resource leveling. Whether an activity uses its assigned calendar or the calendar of an assigned resource depends on the activity type you specify.

Three calendar pools are defined: global, resource, and project. The global calendar pool contains calendars that apply to all projects. The project calendar pool is a separate pool of calendars for each project. The resource calendar pool can be a separate pool of calendars for each resource. You can assign either resource or global calendars to resources, and you can assign either global or project calendars to activities.

You can link resource and project calendars to global calendars. Then, if you make changes to a global calendar, your changes apply to all resource and project calendars that are linked to the modified global calendar.

To define a calendar click Enterprise then choose Calendar.

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Now let’s define a calendar for our enterprise. You may note that there are pre-defined calendars in the primavera in which we can also use. We will now define a normal construction work calendar that is 6 days work per week and 10 hours per day. Click “Add” then name the new calendar as “6-Day Construction Standard” then check the Default. Note: If you click default calendar, this will become the new standard calendar from now on if you add new project(s) unless, you define another calendar as the default. Now click “Modify” as show on the image on the next page.

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You may notice that the Saturday and Sunday is considered a Non-work day. Click the button “Detailed work hours/day” then click the “Workweek” on the bottom right of the menu in this window to define the standard working hours and days of this calendar.

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Set the standard work to start at 0600H – 1159H in the morning with lunch break at 1200H to 1259H and resumes at 1300H to 1659H.

Note: You may highlight the days of the week simultaneously and edit the days at once to save time. Now let’s add a new calendar that will serve as a basis for holidays and set the following days as non-working days: Note: When adding a new calendar, click “add” then on the next window highlight the “6-Day Construction Standard” before clicking the “+” button. This is because we want to match the holiday calendar to the standard construction calendar. The illustration for this note is shown on the next page. Calendar Name: GCC Holidays New year - January 1 Valentine’s Day - February 14 Labor Day - May 1 GCC Day - June 17 Eid Fitr - September 13 – September 17 Hajj - November 1 – November 5 Christmas - December 25

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Now, to input the holiday calendar, we need to define a “Project Calendar”. This is because we can only define holidays on resource calendar or project calendar and not on global calendars, although, we will use global calendars to define a project calendar or resource calendar. Therefore, on the calendars window, click the button for “Project” then click “add” and select the “6-Days Construction Standard” calendar then press “+” and name it “Site Calendar”.

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Now modify “Site Calendar” by clicking “modify”. Then select “Inherit holidays and exceptions from Global Calendar” and choose the “GCC Holidays” from the list of calendars in the drop-down menu, as show in the figure above. We are now able to define a calendar. Now, you may ask the function of the resource calendar. The resource calendar can be set for more detailed planning of resources. In the resource calendar, you may define a resource’s vacation leave, working hours per day, week, and even years. It really depends on the company’s strategy on how deeply the company will involve primavera in their organization.

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Work breakdown structure (WBS)

A WBS is a hierarchy of work that must be accomplished to complete a project, which defines a product or service to be produced. The WBS is structured in levels of work detail, beginning with the deliverable itself, and is then separated into identifiable work elements.

Each project has its own WBS hierarchy with the top level WBS element being equal to that of each EPS node or project. Each WBS element may contain more detailed WBS levels, activities, or both.

When creating a project, the project manager typically develops the WBS first, assigns documents to each WBS element, and then defines activities for performing the element's work. In addition to document and activity assignments, each WBS element also has an assigned calendar, specific earned value calculation settings, and an assigned OBS element responsible for all work included in the WBS element.

Note: WBS is project specific so you need to make sure that a project is open to enable the WBS button in the directory bar

Now, click WBS in the directory bar then click “Layout Project Structures” then “Group and Sort By” then click “Default”

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WBS Code WBS Name

RC061783LP.1 General Activities

RC061783LP.2 Engineering Works

RC061783LP.3 Procurement

RC061783LP.4 Mobilization

RC061783LP.5 Site - Civil

RC061783LP.5.1 Road Works

RC061783LP.5.2 Pavement Works

RC061783LP.6 Acceptance & Demobilization

Add the WBS in the table above under the Road Construkt BV Project. WBS ID will be automatically made during addition of WBS. The indent in the WBS ID will define the hierarchy of each WBS defined.

Note: You can use the directional buttons to indent or change the position of the defined WBS element to create tree relationships.

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The Activities

Activities are the fundamental work elements of a project. They are the lowest level of a work breakdown structure (WBS) and, as such, are the smallest subdivision of a project that directly concerns the project manager. Although you can divide activities into steps, an activity's primary resource is typically responsible for managing and tracking the progress of an activity's steps, while the project manager is typically responsible for managing and tracking the progress of the overall activity.

You can define the following information for an activity:

• Activity ID and name, which enables you to uniquely identify and describe the activity • Activity start and finish dates • Activity calendar • Activity type, duration type, and percent complete type, which are used to specify which

calendar applies to an activity; whether an activity is a milestone; how to keep an activity's unit values, duration values, and resource units/time values synchronized; and how to calculate an activity's percent complete

• Activity codes and values, which enable you to classify and categorize activities • Constraints on the activity's scheduled start and finish dates • Expenses • Predecessor and successor relationships, which are used to define relationships with

other activities • Work products and documents and deliverables • Resources • Notes and feedback, which are used to communicate with the resources working on an

activity • Roles, which enable you to identify skill requirements for staffing the activity • Steps, which divide the activity into smaller units • Work breakdown structure element

Now, let’s define the standard in activity inserting. Go to the projects and highlight the current open project that we will add activities to which in this case is the “Construction of Interconnecting Roads at King Faisal Loop” project.

Go to the defaults tab in the detail window and modify the “Auto Numbering Defaults” as follows:

Activity ID Prefix : RC Activity ID Suffix : 1000 Increment : 100

This is further illustrated in the image on the next page.

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After defining the Activity ID defaults, click “Activities” in the directory bar to go to the activities page as shown on the illustration below.

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You may see the WBS in the activity workspace because this is the default view in P6 once you identify WBS ahead of the activities. To view the workspace with activities only, click “Layout” and select group and sort as shown in the image below.

This option window will come out then click “Group By” and select “<None>” in the drop-down selection.

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To add an activity, click “Add” in the navigation bar. You may notice that New Activity Wizard will pop-out when you click it as show below.

This wizard will come out everytime you click the “Add” button whenever help option is enabled in the user preference. If you do not want the wizard to appear everytime you click the “Add” button, juct tick “Do not show this wizard again” in the new activity wizard form.

Note: If you wish to show the wizard again, just go to “Edit” and choose “User Prefeerences” and click “Assistance” then check the “Use New Activity Wizard”.

You may also insert Activities by pressing “Insert” in your keyboard, and doing so will not pop-out the new activity wizard window.

Now, input the activities shown on the next page in your project.

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Activity ID Activity Name Original

Duration Activity Type

RC1000 Contract Award 0 Start Milestone

RC1100 Kick-Off Meeting 0 Start Milestone

RC1200 Conduct initial site survey 30 Task Dependent

RC1300 Prepare and submit engineering drawings 60 Task Dependent

RC1400 Prepare and submit QA/QC plan 60 Task Dependent

RC1500 Prepare and submit safety and environmental plan 60 Task Dependent

RC1600 Procure construction materials and consumables 30 Task Dependent

RC1700 Delivery of procured materials to site 30 Task Dependent

RC1800 Establish temporary site office 34 Task Dependent

RC1900 Equipments transfer to site 41 Task Dependent

RC2000 Site survey on road 60 Task Dependent

RC2100 Site grading and grabbing on road 60 Task Dependent

RC2200 Application of aggregate base course material on road 60 Task Dependent

RC2300 Application of MC1 for asphalt preparation on road 60 Task Dependent

RC2400 Application of asphalt base course on road 60 Task Dependent

RC2500 Application of asphalt wearing course on road 60 Task Dependent

RC2600 Install curb stone and road pavement 60 Task Dependent

RC2700 Survey sidewalks and pavement 60 Task Dependent

RC2800 Grade and compact 60 Task Dependent

RC2900 Install pavement tiles 60 Task Dependent

RC3000 Perform Final Acceptance Inspection 7 Task Dependent

RC3100 Demobilize remaining material, equipment and temporary

site office 21 Task Dependent

Now, let’s define a calendar in each activity. There are two options to do this. You may either click each activities and click the general tab on the activity options as shown on the next page.

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You may also define calendars by adding “calendar” column on the activity workspace and is depicted in the image below.

Note: You can right-click the mouse in anywhere in this activity workspace to show the options menu.

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After defining the calendar, we will now assign each activity in a Work Breakdown Structure. To assign the activities into the work breakdown structure, we may use two different method. First is through the activity details space or like the calendar, we may use the column to add WBS in each activities.

Note: You may double-click this column field to define the WBS for each activity or you may also use the activity form below to do the same

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Now add/assign WBS on each activities and as follows:

Activity

ID Activity Name WBS WBS Description

RC1000 Contract Award RC061783LP.1 General Activities

RC1100 Kick-Off Meeting RC061783LP.1 General Activities

RC1200 Conduct initial site survey RC061783LP.2 Engineering Works

RC1300 Prepare and submit engineering drawings RC061783LP.2 Engineering Works

RC1400 Prepare and submit QA/QC plan RC061783LP.2 Engineering Works

RC1500 Prepare and submit safety and environmental

plan RC061783LP.2 Engineering Works

RC1600 Procure construction materials and

consumables RC061783LP.3 Procurement

RC1700 Delivery of procured materials to site RC061783LP.3 Procurement

RC1800 Establish temporary site office RC061783LP.4 Mobilization

RC1900 Equipments transfer to site RC061783LP.4 Mobilization

RC2000 Site survey on road RC061783LP.5.1 Road Works

RC2100 Site grading and grabbing on road RC061783LP.5.1 Road Works

RC2200 Application of aggregate base course material

on road RC061783LP.5.1 Road Works

RC2300 Application of MC1 for asphalt preparation on

road RC061783LP.5.1 Road Works

RC2400 Application of asphalt base course on road RC061783LP.5.1 Road Works

RC2500 Application of asphalt wearing course on road RC061783LP.5.1 Road Works

RC2600 Install curb stone and road pavement RC061783LP.5.2 Pavement Works

RC2700 Survey sidewalks and pavement RC061783LP.5.2 Pavement Works

RC2800 Grade and compact RC061783LP.5.2 Pavement Works

RC2900 Install pavement tiles RC061783LP.5.2 Pavement Works

RC3000 Perform Final Acceptance Inspection RC061783LP.6 Acceptance & Demobilization

RC3100 Demobilize remaining material, equipment and

temporary site office RC061783LP.6 Acceptance & Demobilization

Note: Aside from WBS, activities may also be organized under other coding structures such as Activity Codes or User Defined Fields which is both found in “Enterprise” as show in the image on the next page.

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Mostly, users converting from P3 and SureTrak will be used to using Activity Codes and Activity ID Codes in organizing activities which is termed as “Old School” method. However, assigning activity codes ins Primavera P6 gives us the ability to organize the project in a higher level.

Let’s try to define an activity code for the King Faisal loop construction project. The method / software’s function/interface when defining Activity codes is similar in defining the Work breakdown Structure. However, Primavera P6 users are being adviced to utilize WBS as it is a more professional way to organize the project and most of the software’s function relies on the WBS; like for example, the Activity network view which we will discuss later.

To define activity codes, go to “Enterprise”, and select “Activity Codes” as shown in the image above.

Doing so, a pop-up window similar to WBS form will appear as shown on the image on the next page where we will define the activity codes.

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Similar in P3, we need to define first the activity code. Click “Modify” then on the pop-up form click “Add” and type “Subcon” then click close.

Assume that our project is an EPC and the actual physical works are sub-contracted. Therefore, for activity code’s sake, lets define activity codes based on the sub-contractors and as follows:

Code Value Description Sub1 Subcon1 – New Front Construction Sub2 Subcon2 – Asphalt Engineering

After defining the activity codes, we will define activity codes on our activities. There are several ways to define activity codes in an activity. The two method is illustrated further on the next page.

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Method 1. Click the activity you want to define the activity code then on the activity details in the bottom, click the “Codes” tab. Then a pop-up form will appear where we will select the activity codes we want to define. (See illustration below)

Mtehod 2 – Add the “Subcon” project activity code in the column and double click the cell and define the activity code as shown in the image below.

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Now, group the activities by activity codes function as follows:

Subcon 1 – New Front Construction (Sub1)

RC2000 Site survey on road RC2100 Site grading and grabbing on road RC2200 Application of aggregate base course material on road RC2600 Install curb stone and road pavement RC2700 Survey sidewalks and pavement RC2800 Grade and compact RC2900 Install pavement tiles

Subcon 2 – Asphalt Engineering (Sub2)

RC2300 Application of MC1 for asphalt preparation on road RC2400 Application of asphalt base course on road RC2500 Application of asphalt wearing course on road

And the rest no activity codes.

Note: You need to select “Display: All Values” whenever you cannot see the activity codes you have defined.

Note: Double click this cell to define the activity codes and this pop-up form will appear.

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Formatting the Project Workspace To format the display of the workspace, you should remember the formatting command as “Table Font and Row” . You may access this command by two options as illustrated below.

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In the Table Font and Row command, you will see the option to change the appearance of your Project Workspace. You may change the size, color, background color of the font. Once you activate this command, you will see this window to be able to edit the design/view of your workspace.

Note: This window will appear when you click Table Font and Row while you are in the Project Workspace. In here you may edit the background color, size of text and the type of font of the EPS view. You may also specify the row height of each EPS & Projects.

Note: This window will appear when you click Table Font and Row while you are in the Activity Workspace. It is where you can edit the size, style and color of the font. You may also edit the row height on this option

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Formatting the Bars & Bar Chart To format the bars & bar chart there are two options you may choose. It’s either Bars or Bar Chart Options and is depicted below.

Note: You may also right-click the mouse in the Bar Chart space to pop-up this menu.

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Activating the “Bars” will give you the image above.

Activating the “Bar Chart Options” will give you the image above.

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Formatting Columns To format columns, there are two options you may choose and is illustrated further.

Note: You may also right-click the mouse in the Activity Workspace to pop-up this menu.

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Activating the columns function will give you the following options window.

To edit the style of the column, e.g. Title’s font and color, text alignment, you should click the “ Edit Column…” button on the right of the columns options menu and is illustrated below.

This contains the information that we can put/show in the workspace as a column.

Use these directional buttons to insert or remove a column.

This portion shows all the columns that will appear in the activity or project workspace

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Formatting Timescale To format timescale, there are two options you may choose and is illustrated further.

Note: You may also right-click the mouse in the Gantt chart area to activate the menu.

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Activating the timescale function will give you the following options window.

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The Activity Relationships A relationship defines how an activity relates to the start or finish of another activity or assignment. Add relationships between activities to create a path through your schedule from the first activity to the last activity. These relationships, which form the logic of the project network, are used together with activity durations to determine schedule dates. An activity can have as many relationships as necessary to model the work that must be done. You can also identify relationships between activities that are in different projects; this type of relationship is referred to as an external relationship. To assign a relationship between activities, we may:

1. Use the activity details tab and enter each activity’s predecessor or successor. 2. We may also use the relationship icon and relate each activity by pointing the mouse on

the end or start of the activity and dragging the mouse to the next activity which we wish to connect with it. You must see this icon ( ) on the bar chart to connect each activity bar. This method is illustrated on the image below.

3. We may show the “Predecessors” and “Successors” column in the activity workspace. 4. Highlight each activities then right-click the mouse and choose

Or using the columns is illustrated on the next page.

Note: Dragging the mouse to link activities is by far the easiest and mostly used method.

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Or linking through the method of highlighting the activities you want to link and linking the activities through the right-click options. Note: if you do this method, it will link the activity by default which is finish to start relationship.

Note: If you double click the successor or predecessor field in a column, the pop-up menu in the right side will appear enabling you to select the predecessors / successors as well.

Note: Pressing the right-click of the mouse will enable you this option

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Now, let’s add a relationship in each activity we made as follows:

Please note the following Relationships: FF – Finish to Finish FS – Finish to Start SS – Start to Start SF – Start to Finish (Relationship, Lag) is the format beside the Activity ID in the predecessor and successor columns.

Activity ID Activity NameOriginal

DurationPredecessors Successors

RC1000 Contract Award 0 RC1100 (SS, 15)

RC1100 Kick-Off Meeting 0 RC1000 (SS, 15) RC1200 (FS, 0)

RC1200 Conduct initial site survey 30 RC1100 (FS, 0)RC1300 (FS, 0), RC1400 (FS, 0),

RC1500 (FS, 0) , RC1800 (FS, 0)

RC1300 Prepare and submit engineering drawings 60 RC1200 (FS, 0) RC1600 (FS, 0)

RC1400 Prepare and submit QA/QC plan 60 RC1200 (FS, 0) RC1600 (FS, 0)

RC1500Prepare and submit safety and

environmental plan60 RC1200 (FS, 0) RC1600 (FS, 0)

RC1600Procure construction materials and

consumables30

RC1300 (FS, 0), RC1400

(FS, 0), RC1500 (FS, 0)RC1700 (FS, -15)

RC1700 Delivery of procured materials to site 30 RC1600 (FS, -15) RC2200 (FF, 0)

RC1800 Establish temporary site office 34 RC1200 (FS, 0) RC1900 (FS, -15)

RC1900 Equipments transfer to site 41 RC1800 (FS, -15) RC2000 (FS, 0)

RC2000 Site survey on road 60 RC1900 (FS, 0) RC2100 (FS, -40)

RC2100 Site grading and grabbing on road 60 RC2000 (FS, -40) RC2200 (FS, -40)

RC2200Application of aggregate base course

material on road60

RC1700 (FF, 0), RC2100

(FS, -40)RC2300 (FS, -40)

RC2300Application of MC1 for asphalt preparation

on road60 RC2200 (FS, -40) RC2400 (FS, -40)

RC2400 Application of asphalt base course on road 60 RC2300 (FS, -40) RC2500 (FS, -40)

RC2500Application of asphalt wearing course on

road60 RC2400 (FS, -40) RC2600 (FS, -40)

RC2600 Install curb stone and road pavement 60 RC2500 (FS, -40) RC2700 (FS, -40)

RC2700 Survey sidewalks and pavement 60 RC2600 (FS, -40) RC2800 (FS, -40)

RC2800 Grade and compact 60 RC2700 (FS, -40) RC2900 (FS, -40)

RC2900 Install pavement tiles 60 RC2800 (FS, -40) RC3000 (FS, 0)

RC3000 Perform Final Acceptance Inspection 7 RC2900 (FS, 0) RC3100 (FS, 0)

RC3100Demobilize remaining material, equipment

and temporary site office21 RC3000 (FS, 0)

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The Activity Network View The activity network view is another graphical representation of activity relationship. Like the Gantt chart window, you may also add relationship in the activity network view.

Note: You may also show the Activity Network in the bottom of the page as illustrated in the image below.

Note: This is also called PERT view in P3. To re-arrange the view, just drag and drop the boxes. Don’t worry it will not remove the relationships when it is being dragged.

Note: The activity network view in the bottom is shown by Trace Logic command and may be accessed through this or through Layout > Show on Bottom > Trace Logic or View > Show on Bottom > Trace Logic.

Note: To re-arrange the view, just drag and drop the boxes. Don’t worry it will not remove the relationships when it is being dragged.

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Note: You may Edit the content of Activity Box Template by pressing right click in this workspace then choose “Activity Network Options” and a pop-up window will appear as shown below.

Note: This tab edits the box/template content and appearance

Note: To edit font style and colors of the box

Note: This tab edits the box/template content and appearance

Note: To edit the content of the box.

Note: In-case you don’t like the view of your edited activity network view through your drag and drop powers, you may click the “reorganize” or “reorganize all” to reset the unwanted view to the original view.

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To open/save activity network view layout, you may click “View” in the menu bar then choose “Activity Network” then “Open/Save Activity Network Positions”. Consequently, this option may be found by clicking on the “Layout” Menu on the workspace as illustrated below.

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The Constraints Constraints are used to impose logic on activities that may not be realistically scheduled with logic links. Activity with constraints is usually excluded in the calculation of schedule in the CPM since this will be an activity that is usually not linked with the logic. Note: If you impose a constraint in an activity inside a network-logic, it will not accurately calculate the critical path method. Thus, the software might give an erroneous calculation of critical activities. Therefore, as a rule of thumb, if an activity has a constraint, never link it with the activity network. To assign a constraint in an activity, highlight the activity and go to “Status” tab in the activity details space and choose the “Constraints” in the tab content as shown in the image below.

Note: Another type of constraint is if you set the “Project Must Finish By” date. This type of constraint is a project constraint.

Note: click the box in this area to pop-out the drop-down menu to select constraint type.

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The Filters There will be an instance in our project planning life that we will encounter too many data/information that is shown to us. There will be times that you wanted to show only useful information that you will need in your activity on that instance. The filter command in Primavera P6 helps us ease the day. Like the function in excel, filter command in primavera acts as what it is named, to simply filter information and show us what we only want/need. However, do note that unlike in excel or other spreadsheet software, primavera filter does not have the following:

� Drop down filters, or � Interactive filters, or � Project filters, but a Layout filter may be created and associated with a Project

Layout.

To filter information in the Primavera P6, locate the filters icon (funnel) in the workspace or go to “View” Then select “Filters” as show on the image below.

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Note: This is the filters form where you can define a new filter, or apply the filter you want.

Note: If you click “Add”, a new form will pop-out where you can define the type of data you wanted to show.

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The Group / Sort Function and Layouts Group and sort function is used in organizing project data by a common attribute. Each group of activities is listed under a colored band.

Layouts allow the user to save all screen formatting which includes timescale, columns, grouping, sorting and print settings. Note: Layouts DO NOT save date, time and resource assignment formats. These are assigned in User Preferences and apply to every layout and workspace. To open / save a layout, go to “View”, select “Layout” then choose “Open” “Save” or “Save As” Note: You may also see the layout save/open option through the layout bar in the workspace.

Lists grouping data items for the current display. To select or change a data item, double-click it.

Automatically marked if the item selected in the Group By column is hierarchical. Each level of the hierarchy is indented.

Indicates the number of levels to indent when grouping by a hierarchical code.

Mark the checkbox to decrease the space taken by indenting levels on the hierarchy. Use this feature to allow additional room for the display of data.

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The Project Roles

Roles are project personnel job titles or skills, such as mechanical engineer, inspector, or carpenter. They represent a type of resource with a certain level of proficiency rather than a specific individual. Roles can also be assigned to specific resources to further identify that resource's skills. For example, a resource may have a role of an engineer and manager. You can create a set of roles to assign to resources and activities in all projects in the enterprise. You can establish an unlimited number of roles and organize them in a hierarchy for easier management and assignment. The set of roles you assign to an activity defines the activity’s skill requirements. You can also define unique price per unit rates for each role for accurate cost planning. You can temporarily assign roles during the planning stages of the project to see how certain resources affect the schedule. Once you finalize your plans, you can replace the roles with resources that fulfill the role skill levels. Five proficiency levels can be assigned to roles: Master, Expert, Skilled, Proficient and Inexperienced. Roles can be assigned in the Resource Details window or from the Roles dialog box.

To add a role in the enterprise database, click “Enterprise” from the menu bar and choose “Roles” from the drop down menu as shown in the figure above.

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ROLE NAME Price / Unit

Construction Manager $250.00/d

Construction Superintendent $150.00/d

General Foreman $100.00/d

Laborers $15.00/d

Helpers $10.00/d

Crane Operator $40.00/d

Dump Truck Driver / Operator $25.00/d

Boom Truck Driver / Operator $30.00/d

Backhoe Driver / Operator $40.00/d

Loader Driver / Operator $30.00/d

Medium Duty Equipment Driver / Operator $20.00/d

Structural Engineer $150.00/d

Structural Foreman $100.00/d

Structural Erector $25.00/d

Structural Fabricator $25.00/d

Structural Welder $30.00/d

Steel Fixer $25.00/d

Scaffolder $30.00/d

Mechanical / Piping / HVAC Engineer $150.00/d

Mechanical / Piping / HVAC Foreman $100.00/d

Fitter $20.00/d

Mechanical Fabricator $25.00/d

Millwright $20.00/d

Mechanical Welder $30.00/d

Plumber $20.00/d

Civil Engineer $150.00/d

Civil Foreman $100.00/d

Mason $20.00/d

Carpenter $20.00/d

Tile Setter $20.00/d

Electrical & Instrumentation Engineer $150.00/d

Electrical & Instrumentation Foreman $100.00/d

Industrial Electrician $30.00/d

Conduit Fabricator $20.00/d

Input the following roles and their corresponding rates on the Roles database. Note: The indent in the table shows the hierarchy of the roles. Role ID will be defined automatically. Also, you may type in Primavera 100d to denote 100/day rate, 100h to denote 100/hour rate and so on.

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The Resources

Resources include the personnel and equipment that perform work on activities across all projects. Resources are generally reused between activities and/or projects. In the Project Management module, you can create a resource pool that reflects your organization's resource structure and supports the assignment of resources to activities. The Project Management module also enables you to distinguish between labor, material, and nonlabor resources. Labor and non-labor resources are always time-based, and material resources, such as consumable items, use a unit of measure you can specify. You can create and assign resource calendars and define a resource's roles, contact information, and time-varying prices.

To define resources you need to go to the resources workspace. To access resources workspace, may go to “Enterprise” then choose resources or you may click the “Resources” button on the directory bar as depicted in the image below.

Note: In Primavera 6, you can only input resources in the resources workspace. Resources defined in the Primavera Project Management P6 will be accessible to all projects within the organization. The program developer of Primavera P6 designed it to run only on a single organization/company.

Now, let’s define the resources for SAVVY Technical Co. Ltd. Encode all the resources given on the next page.

You may choose this option

Or this option

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Resource ID Resource Name Primary Role Default Units /

Time

SAV00001 Lyle Calover Construction Manager 1.00/d

SAV00002 Luis Prasad Construction Superintendent 1.00/d

SAV00003 Michael Fatone General Foreman 1.00/d

SAV00004 Lisbon Kumar Laborers 1.00/d

SAV00005 Feeble Matzinger Laborers 1.00/d

SAV00006 Tristan Johnson Laborers 1.00/d

SAV00007 Partish Cabuker Helpers 1.00/d

SAV00008 Babulal Gopal Helpers 1.00/d

SAV00009 Neru Galonz Crane Operator 1.00/d

SAV00010 John Fatone Dump Truck Driver / Operator 1.00/d

SAV00011 Kent Zonely Boom Truck Driver / Operator 1.00/d

SAV00012 Vivire Chusor Backhoe Driver / Operator 1.00/d

SAV00013 Peter Lisor Loader Driver / Operator 1.00/d

SAV00014 Danny Mondejar Medium Duty Equipment Driver / Operator 1.00/d

SAV00015 Willie Froogle Structural Engineer 1.00/d

SAV00016 Jason Mandela Structural Foreman 1.00/d

SAV00017 Kurt Liason Structural Erector 1.00/d

SAV00018 Jeso Medulor Structural Fabricator 1.00/d

SAV00019 Gorvin Manuta Structural Welder 1.00/d

SAV00020 Deo Lacamba Steel Fixer 1.00/d

SAV00021 Martin Luber Scaffolder 1.00/d

SAV00022 Kerry Kampbell Mechanical / Piping / HVAC Engineer 1.00/d

SAV00023 Marlon Deivino Mechanical / Piping / HVAC Foreman 1.00/d

SAV00024 Jovit Marlou Fitter 1.00/d

SAV00025 Milby Sameal Mechanical Fabricator 1.00/d

SAV00026 Nathan Bristow Millwright 1.00/d

SAV00027 Yusuf Kabel Mechanical Welder 1.00/d

SAV00028 Kirov Dalton Plumber 1.00/d

SAV00029 Russo Vukovitz Civil Engineer 1.00/d

SAV00030 Jordaine Terson Civil Foreman 1.00/d

SAV00031 Jermaine Deter Mason 1.00/d

SAV00032 Siiva Maruga Carpenter 1.00/d

SAV00033 Densel Mitchell Tile Setter 1.00/d

SAV00034 Atong Lang Electrical & Instrumentation Engineer 1.00/d

SAV00035 Nuriko Matsukoa Electrical & Instrumentation Foreman 1.00/d

SAV00036 Peter Fendsow Industrial Electrician 1.00/d

SAV00037 Brayn Mondejar Conduit Fabricator 1.00/d

Note: When you input the resources, define their hierarchy by their corresponding roles.

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To define the role of a resource, click the “Roles” tab in the resources workspace then click “Assign”. A pop-up window will appear showing the defined roles of the organization. To add a role, just browse to through the defined roles and double click the roles or click the “+” button on the right side of the pop-up window.

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Please note that by default, resources will be a driving one. Driving resource is a resource that determines the duration of the activity to which it is assigned. The Project Management module automatically calculates the activity duration based on the quantity to complete and the units per time period of the driving resource.

Defining resources as driving, by marking the Drive Activity Dates by Default checkbox for new resource assignments in the Projects window, Project Details, Resources tab, only establishes its default status; you can change it for any specific assignment. (As shown in the image below)

If an activity has more than one driving resource, the resource that takes the longest to complete determines the duration of the activity.

Another way to change the resource from driving to non-driving one is to uncheck the box in the “Drive Activity Dates” column on the resources tab of the activities detail window as shown on the image on the next page. Note: From this moment only, uncheck the tick box in “Resource Assignments” as highlighted on the image above.

Note: For the moment, uncheck this area.

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Now, let’s assign the resources in our activities as follows:

Activity ID Activity Name Resources

Budgeted

Expense

Cost

RC1000 Contract Award

RC1100 Kick-Off Meeting

RC1200 Conduct initial site

survey $1,000

RC1300 Prepare and submit

engineering drawings $6,000

RC1400 Prepare and submit

QA/QC plan Russo Vukovitz

RC1500

Prepare and submit

safety and

environmental plan

Russo Vukovitz

RC1600

Procure construction

materials and

consumables

$150,000

RC1700 Delivery of procured

materials to site

Kent Zonely, Neru Galonz,

Peter Lisor, Michael Fatone,

Feeble Matzinger, Babulal

Gopal

$8,000

Note: You need to highlight the activity first to show the roles assigned to it.

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Budgeted

Expense

Cost

RC1800 Establish temporary site

office

Luis Prasad, Lisbon Kumar,

Babulal Gopal, Feeble

Matzinger, Neru Galonz,

Vivire Chusor, Willie Froogle,

Jason Mandela, Kurt Liason,

Jeso Medulor

RC1900 Equipments transfer to

site

John Fatone, Neru Galonz,

Kent Zonely

RC2000 Site survey on road

Russo Vukovitz, Partish

Cabuker, Tristan Johnson,

Feeble Matzinger, Jordaine

Terson

RC2100 Site grading and

grabbing on road

John Fatone, Vivire Chusor,

Danny Mondejar, Peter

Lisor, Russo Vukovitz,

Jordaine Terson

RC2200

Application of aggregate

base course material on

road

Peter Lisor, Danny

Mondejar, John Fatone,

Lisbon Kumar, Partish

Cabuker, Jordaine Terson,

Russo Vukovitz

RC2300

Application of MC1 for

asphalt preparation on

road

Russo Vukovitz, Jordaine

Terson, Babulal Gopal,

Partish Cabuker, Tristan

Johnson, Feeble Matzinger,

Lisbon Kumar

RC2400 Application of asphalt

base course on road

John Fatone, Peter Lisor,

Danny Mondejar, Russo

Vukovitz, Jordaine Terson

RC2500 Application of asphalt

wearing course on road

Danny Mondejar, Peter

Lisor, Kent Zonely, John

Fatone, Russo Vukovitz,

Jordaine Terson, Lisbon

Kumar, Feeble Matzinger,

Tristan Johnson, Michael

Fatone, Partish Cabuker,

Babulal Gopal

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Budgeted

Expense

Cost

RC2600 Install curb stone and

road pavement

Danny Mondejar, John

Fatone, Russo Vukovitz,

Jordaine Terson, Jermaine

Deter, Siiva Maruga, Densel

Mitchell

RC2700 Survey sidewalks and

pavement


Terson, Lisbon Kumar,

Partish Cabuker

RC2800 Grade and compact

Lisbon Kumar, Feeble

Matzinger, Tristan Johnson,

Partish Cabuker, Babulal

Gopal, Danny Mondejar,

John Fatone, Peter Lisor

RC2900 Install pavement tiles


Terson, Jermaine Deter, Siiva

Maruga, Densel Mitchell,

Lisbon Kumar, Feeble

Matzinger, Tristan Johnson,

Partish Cabuker, Babulal

Gopal

RC3000 Perform Final

Acceptance Inspection $5,000

RC3100

Demobilize remaining

material, equipment and

temporary site office

John Fatone, Neru Galonz,

Danny Mondejar, Kent

Zonely

Note: Name the expenses as “overhead expenses”.

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Printing and Reports To access printing in Primavera P6 we can opt to go to “File” menu and select “Print” or “Print Preview”. Before printing the project, be sure that we already set-up the layout properly and needed information is shown on the layout.

These print option icons is by far the easiest way to access printing and page set-up.

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Primavera redefined reporting compared to its earlier version specially P3. Reporting in Primavera P6 became sophisticated and somewhat hard to comprehend especially when you are a hardcore P3 user. However, that thing will become an expression somehow if a user fully understood the concept of setting-up reports in Primavera P6 and will find Primavera P6 reporting system more powerful. Primavera P6 reporting method gives us more than a hundred pre-defined report templates that are intelligently sorted based from our needs. To access reporting, click “Reports” on the directory or “Tools” menu, “Reports”.

Primavera P6 almost defined everything in their templates. The only thing that a user might be editing is the template’s appearance, the data as well as the timeline of the reports they wanted to run.

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Tracking Progress To track a progress, we need to set-up a baseline schedule. Baseline schedule will act as the project’s guide. This will also tell us whether the project is getting delayed or ahead of time. To set-up a baseline schedule, do the following:

Open the projects for which you want to create a baseline.

Choose Project, Maintain Baselines, then, if more than one project is open, select the projects for which you want to create a baseline. If you want to copy the current project as a new baseline, you can select multiple projects; a baseline will be created for all selected projects. If you want to convert another project to a baseline, you can select only one project.

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Click Add.

Choose to save a copy of the current project as a new baseline or convert another project into a baseline of the current project, then click OK. If you choose to convert another project, select the project in the Select Project dialog box, then click the Select button.

Note: Before converting a project to a baseline, if you still want to have access to the original project, you should make a copy of it. Once you convert a project to a baseline, it is no longer available in the project hierarchy. Now that we already establish a baseline, we will make this baseline as a target in our current project. To do this, follow these steps. Go to “Project” menu in the menu bar and select “Assign Baselines” as shown in the image on the next page.

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Now, assign the baseline B1 we made earlier as the Project baseline and the Primary Baseline and press ok.

Choose the project you want to put the baseline with.

Define the Project Baseline

Here we can define up to 3 baselines that we can show in the Gantt Chart for comparison and analysis with our current/actual project‘s progress. In P3, baselines are defined as targets.

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After assigning the baseline, we need to show it on the Gantt chart. To show the baseline in the Gantt chart, check the “Display” button on the Project Baseline in the bars options. To access bars option, right click the mouse anywhere in the Gantt chart and select “Bars”. To be able to track the progress we need to note the most essential part of project monitoring, the date of actual start. We need to define the actual because this will enable us to compare and analyze the outcome of the project. Now, let’s update the schedule and specify these actual dates. Activity

ID Activity Name Actual Start

%

Complete

RC1000 Contract Award started 1 day after the planned start date 100

RC1100 Kick-Off Meeting started 2 days after the planned start date 100

RC1200 Conduct initial site survey started 5 days after the planned start date 10

RC1300 Prepare and submit engineering drawings started on the planned date 15

RC1400 Prepare and submit QA/QC plan started on the planned date 18

RC1500 Prepare and submit safety and

environmental plan started on the planned date 14

RC1600 Procure construction materials and

consumables started 3 days after the planned date 20

RC1700 Delivery of procured materials to site not started 0

RC1800 Establish temporary site office not started 0

RC1900 Equipments transfer to site not started 0

RC2000 Site survey on road not started 0

RC2100 Site grading and grabbing on road not started 0

RC2200 Application of aggregate base course

material on road not started 0

RC2300 Application of MC1 for asphalt preparation

on road not started 0

RC2400 Application of asphalt base course on road not started 0

RC2500 Application of asphalt wearing course on

road not started 0

RC2600 Install curb stone and road pavement not started 0

RC2700 Survey sidewalks and pavement not started 0

RC2800 Grade and compact not started 0

RC2900 Install pavement tiles not started 0

RC3000 Perform Final Acceptance Inspection not started 0

RC3100 Demobilize remaining material, equipment

and temporary site office not started 0

Then press F9 to schedule and select a date that is 3 weeks after the start date and compare the current bars against the target bar.

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gps primavera p6

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