learning p3

8/13/2019 Learning P3

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Learning P3Learning P3ContentsContents1.1. Getting StartedGetting Started

2.2. Entering Your First ActivitiesEntering Your First Activities3.3. Establishing Your LayoutEstablishing Your Layout

4.4. Developing The ProgramDeveloping The Program

5.5. Organizing The Program (By WBS / By Activity Code)Organizing The Program (By WBS / By Activity Code)6.6. Filtering the ProgramFiltering the Program

7.7. ResourcesResources

8.8. Progress ReportingProgress Reporting


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1. Getting Started1. Getting Started It saves every change made while youIt saves every change made while you

workwork

There is no simpleThere is no simpleundoundobuttonbutton anyanychanges made can only be reversed by rechanges made can only be reversed by re--

entering the data.entering the data. When you exist the program the onlyWhen you exist the program the onlything that you are asked to save is thething that you are asked to save is the

layout that you have definedlayout that you have defined


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1. Getting Started1. Getting StartedThe first step is to open the installed Program :The first step is to open the installed Program :

Select the Primavera Project Planner icon in the PrimaveraSelect the Primavera Project Planner icon in the Primavera

program folderprogram folder


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1. Getting Started1. Getting Started

You will be asked for a User Name andYou will be asked for a User Name and

Password, your password is the same as the userPassword, your password is the same as the username. The user name is as defined in set up.name. The user name is as defined in set up.

User name is PEC and clickUser name is PEC and clickOKOKbutton.button.


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1. Getting Started1. Getting StartedOnce Primavera has been opened, your welcome screenOnce Primavera has been opened, your welcome screenshould look something like thisshould look something like this..


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To start on your first program you need to select the menuTo start on your first program you need to select the menuFileFileand Optionand OptionNewNew

This will open this menu onThis will open this menu on--screen:screen:


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Once this information has been entered click theOnce this information has been entered click theAddAddbutton andbutton and

your project has been created.your project has been created.

Note that a separate folderin \projects has beencreated called \learning.

After all of this information has been entered, we have a screenAfter all of this information has been entered, we have a screen

that looks like this:that looks like this:


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2. Entering Your First Activities2. Entering Your First ActivitiesUpon entering your project you will be greeted by this screenUpon entering your project you will be greeted by this screen::

Before continuing any further you must enter the firstBefore continuing any further you must enter the firstActivity IDActivity ID

or activity number. Enteror activity number. EnterA010A010and either press enter or click theand either press enter or click the

mouse cursor on the tick.mouse cursor on the tick.


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2. Entering Your First Activities2. Entering Your First Activities

Press the right arrow to highlight thePress the right arrow to highlight theActivity DescriptionActivity Descriptionbox, andbox, and

enterenterStart ProjectStart Projectin this field.in this field.

Once entered, it should look like this:Once entered, it should look like this:

Press the down arrow button (or thePress the down arrow button (or theplusplussign) and notice thatsign) and notice that

the Activity ID autothe Activity ID auto--increments as the new activity appears.increments as the new activity appears.


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Enter in the next several activities so it looks like this:Enter in the next several activities so it looks like this:

The activities for your first program have been entered.The activities for your first program have been entered.

Note thatNote that

autoauto--increments theincrements the

next activity can benext activity can beadjusted byadjusted by

selectingselectingToolsTools--

OptionsOptions--ActivityActivity

InsertingInsertingfrom thefrom the

dropdrop--down menus.down menus.


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Finally we need to assign each activity a duration. This isFinally we need to assign each activity a duration. This is done bydone by

highlighting thehighlighting theOrigOrig DurDurbox and entering in the requiredbox and entering in the required

duration.duration.

Enter the durations as show below:Enter the durations as show below:

We are now ready to applyWe are now ready to apply

logic to our program, butlogic to our program, but

before we move on webefore we move on we

need to correct the projectneed to correct the project

layoutlayout..


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3. Establishing Your Layout3. Establishing Your LayoutUsing your mouse the cursor over the thick black line separaUsing your mouse the cursor over the thick black line separating theting the

Activity details and the Gant chart until it appears as two vertActivity details and the Gant chart until it appears as two verticalical

lines bisected by one horizontal line with arrow heads pointinglines bisected by one horizontal line with arrow heads pointing leftleft

and right.and right.

Now press the left mouse button down and drag the cursor toNow press the left mouse button down and drag the cursor to thethe

right and release the mouse button. Several new columns areright and release the mouse button. Several new columns are

exposed. At this point in time we do not need those columns.exposed. At this point in time we do not need those columns.

To modifyTo modify

columns presscolumns press

F11F11


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3. Establishing Your Layout3. Establishing Your Layout

Press F11 and this menu should appearPress F11 and this menu should appear

Delete those unwanted columns and you should be left with this:Delete those unwanted columns and you should be left with this:


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Highlight theHighlight theAlignAlignof theof theActivity IDActivity ID,,OrigOrig DurDur,,Early startEarly startandand

Early finishEarly finishand change toand change toCenterCenteras show below:as show below:

Now we have our layout looking how we want it, click theNow we have our layout looking how we want it, click theOKOKbutton to return to the main screen. Next highlight the black libutton to return to the main screen. Next highlight the black linene

separating the activity detail and the Gant chart and drag it baseparating the activity detail and the Gant chart and drag it back tock to

maximize the Gant area visible while still displaying all of ourmaximize the Gant area visible while still displaying all of our

columns.columns.


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Your screen should look something like this:Your screen should look something like this:

1

Format the bars can be done by either clicking theFormat the bars can be done by either clicking theBarBaricon (1),icon (1),

Format >Bar (from the dropFormat >Bar (from the drop--down menu), or by pressing Ctrl+F11.down menu), or by pressing Ctrl+F11.


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The following menu should appear:The following menu should appear:

To avoid confusion, we will delete all of the bars which weTo avoid confusion, we will delete all of the bars which we do notdo not

need to see.need to see.


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Your window should now look something like this:Your window should now look something like this:


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i.i. TheThePositionPositionis the position of the bar on the activityis the position of the bar on the activityline.line.11is central,is central,22is below that andis below that and33is above.is above.44is further below andis further below and55is further above.is further above.

ii.ii. VisibleVisibleindicates that the bar is visible.indicates that the bar is visible.iii.iii. KeyKeyindicates that this is the key bar from whichindicates that this is the key bar from which

links are shownlinks are shown

iv.iv.

ProgressProgress

Indicates that, once progressed, progressIndicates that, once progressed, progress

is shown on that baris shown on that bar

v.v. CriticalCriticalindicates that if an activity is critical, it isindicates that if an activity is critical, it isshown as such by being colored as indicated (see ivshown as such by being colored as indicated (see ivoverleaf)overleaf)

vi.vi. NeckNeckstates that for periods of inactivity, such asstates that for periods of inactivity, such asholidays or weekends, the bar isholidays or weekends, the bar isneckednecked


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3. Establishing Your Layout3. Establishing Your Layouti.i. This allows you to show the barThis allows you to show the barneckednecked for periodsfor periods

of inactivity, such as weekends or holidays. By default, the barof inactivity, such as weekends or holidays. By default, the barssare necked when, due to progress or resource constraints, noare necked when, due to progress or resource constraints, no

work can take place.work can take place.ii.ii. This option becomes relevant when aThis option becomes relevant when atargettargetororbaselinebaselineproject has been defined, and allows you to show criticality onproject has been defined, and allows you to show criticality onthe target bar based on either the current project or the targetthe target bar based on either the current project or the targetproject.project.

iii.iii. Percentage complete can differ greatly from remaining durationPercentage complete can differ greatly from remaining duration(a ten day activity can be 90% complete but, due to late deliver(a ten day activity can be 90% complete but, due to late deliveryyor access problems, still have a 10 day estimated remainingor access problems, still have a 10 day estimated remainingduration). This option allows you to choose which to display.duration). This option allows you to choose which to display.

iv.iv. Finally this option allows you to mask or show the criticality oFinally this option allows you to mask or show the criticality offactivities on the bar or endpoints.activities on the bar or endpoints.

EndpointsEndpointsallows you to define the type of endpoint used forallows you to define the type of endpoint used forthe various bars available, as well as their size and color.the various bars available, as well as their size and color.

PatternPatternallows you to apply a pattern to the fill of the bar.allows you to apply a pattern to the fill of the bar. ModifyModifyallows you to further modify the details of that bar.allows you to further modify the details of that bar.


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3. Establishing Your Layout3. Establishing Your LayoutClick on theClick on theModifyModifybutton to proceed to our next step in definingbutton to proceed to our next step in defining

our layout.our layout.

This menu will appear:This menu will appear:


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3. Establishing Your Layout3. Establishing Your Layouti.i. This is the description of the barThis is the description of the bar it can be renamed asit can be renamed as

anything.anything.

ii.ii. Positing of the bar. The number can be adjusted.Positing of the bar. The number can be adjusted.

iii.iii. This is the Start and End point definition area. TheThis is the Start and End point definition area. TheBarBarcategorycategoryallows you to define the type of the bar. It can be a bar, a solallows you to define the type of the bar. It can be a bar, a solididline or a dashed line. Theline or a dashed line. Thesizesizecategory would then define thecategory would then define theheight, in pixels, of this bar.height, in pixels, of this bar.

iv.iv. P3 allows the definition of Milestone points, or 0 duration targP3 allows the definition of Milestone points, or 0 duration targetet

dates on your program. This box allows you to define the height,dates on your program. This box allows you to define the height,in pixels, of these milestones.in pixels, of these milestones.

v.v. This defines whether the end point or bar is shown, or is merelyThis defines whether the end point or bar is shown, or is merelyoutlined.outlined.

vi.vi. This allows you to define the color of the bar (unless critical)This allows you to define the color of the bar (unless critical)

vii.vii. SeparatorSeparatorallows you to define the separating item if more thanallows you to define the separating item if more thanone data item is defined in one part of the bar. More details ofone data item is defined in one part of the bar. More details ofthis will follow in thethis will follow in theLabelLabeldescription section.description section.

viii.viii. This shows a sample of what the bar will look like.This shows a sample of what the bar will look like.


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3. Establishing Your Layout3. Establishing Your LayoutIf we click theIf we click theLabelLabeltabtab (ix)(ix) the menu will change to this:the menu will change to this:

This allows us to addThis allows us to add

labels to our bars inlabels to our bars in

various positions.various positions.The impact thatThe impact that

these labels willthese labels will

have on the layout ishave on the layout is

shown on theshown on the

sample below. Anysample below. Anydata item from thedata item from the

activity detail can beactivity detail can be

added as a bar label.added as a bar label.


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In the same way as we have adjusted activities in other menuIn the same way as we have adjusted activities in other menus, alters, alterthe bar structure layout so that it looks like this:the bar structure layout so that it looks like this:

(Changes are indicated )(Changes are indicated )B817 bar


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3. Establishing Your Layout3. Establishing Your LayoutAnd alter the Label layout as follows:And alter the Label layout as follows:

If you clickIf you clickOKOKin thein the

Modify Bar DefinitionModify Bar Definition

window andwindow andCloseClosein thein thebars window our layoutbars window our layout

should now look somethingshould now look something

like next slide no.27:like next slide no.27:


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Now we are ready to move on and develop our program.Now we are ready to move on and develop our program.


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4. Developing the Program4. Developing the ProgramWith our layout established we can develop our program and aWith our layout established we can develop our program and applypply

logic to it. It currently looks like this:logic to it. It currently looks like this:

We need to link the activities together to form our construcWe need to link the activities together to form our constructiontion

program (plan or schedule).program (plan or schedule).


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4. Developing the Program4. Developing the ProgramThere are several ways of nominating successors and predecesThere are several ways of nominating successors and predecessorssors

for activities. The quickest is to use our mouse. In order to dofor activities. The quickest is to use our mouse. In order to do thisthis

we need to turn the relationship lines optionwe need to turn the relationship lines optiononon. Click your mouse. Click your mouse

over the button in the top toolbar. You can now link activover the button in the top toolbar. You can now link activitiesities

with your mouse. Place your mouse on the bottom right hand cornewith your mouse. Place your mouse on the bottom right hand cornerrof activity A010 until a threeof activity A010 until a three--pronged forked arrow appears. Nowpronged forked arrow appears. Now

depress the left mouse button and drag to the start of the activdepress the left mouse button and drag to the start of the activityity

you wish to link to.you wish to link to.

Try this out from A010 to A020. Once the three pronged cursoTry this out from A010 to A020. Once the three pronged cursor is atr is at

the start of the activity bar you would like to link to, releasethe start of the activity bar you would like to link to, release thethe

mouse button and the link should appear:mouse button and the link should appear:


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4. Developing the Program4. Developing the ProgramThe second way of linking activities is through the SuccessoThe second way of linking activities is through the Successor inputr input

window. Highlight activity A010 and presswindow. Highlight activity A010 and press Ctrl+JCtrl+J..

This window appears:This window appears:

TheTheRelRelcolumn indicates the type of relationship that exists betweencolumn indicates the type of relationship that exists between

the two activities.the two activities.

There are 4 type of relationship as follow:There are 4 type of relationship as follow:1) FS = Finish to Start1) FS = Finish to Start

2) FF = Finish to Finish2) FF = Finish to Finish

3) SS = Start to Start3) SS = Start to Start

4) SF = Start to Finish4) SF = Start to Finish


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4. Developing the Program4. Developing the ProgramTheTheLagLagindicates any lag you want to put on the link. For instance,indicates any lag you want to put on the link. For instance,

if it was a FS with +3 days lag, the second activity could onlyif it was a FS with +3 days lag, the second activity could only startstart

three days after the finish of the first. Likewise a SS with +5three days after the finish of the first. Likewise a SS with +5 days lagdays lag

would mean that the second activity could only start 5 days aftewould mean that the second activity could only start 5 days after ther the

start of the first.start of the first.

The lag can be negative. For instance, a FS relationship witThe lag can be negative. For instance, a FS relationship with ah a --3days3days

lag would mean that activity two could start three days before tlag would mean that activity two could start three days before thehe

end of activity one.end of activity one.

Press Enter. The box should jump immediately to the next actPress Enter. The box should jump immediately to the next activityivity

and look like this:and look like this:


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4. Developing the Program4. Developing the ProgramHighlight the area underneath theHighlight the area underneath theActivity IDActivity IDcolumn heading andcolumn heading and

it will highlight blue and area in which you can enter an Activiit will highlight blue and area in which you can enter an Activityty

number.number.

Type inType inA030A030and press enter.and press enter.

The program will automatically enter in the successorThe program will automatically enter in the successors descriptions description

and will provide a default link of Finish to Start with 0 days land will provide a default link of Finish to Start with 0 days lag.ag.

Instead of typing inInstead of typing inA030A030you could merely, once a blank area hasyou could merely, once a blank area has

bee highlighted underbee highlighted underActivity IDActivity IDpress the downpress the down--arrow and selectarrow and select

the required activity ID.the required activity ID.


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4. Developing the Program4. Developing the ProgramThis will appear:This will appear:

Now highlight the activity that you would like to link to anNow highlight the activity that you would like to link to and click itd click itwith your mouse. It will then appear in your successor list.with your mouse. It will then appear in your successor list.


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4. Developing the Program4. Developing the ProgramEnter in the links as the following:Enter in the links as the following: A010 to A020A010 to A020 FS, A020 to A030FS, A020 to A030 SS,SS,

A020 to A120A020 to A120 FS, A030 to A040FS, A030 to A040 FS,FS,




A100 to A110A100 to A110 FF, A100 to A120FF, A100 to A120 FS,FS,




A170 to A180A170 to A180 FS, A180 to A190FS, A180 to A190 FS.FS.


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4. Developing the Program4. Developing the ProgramThe result should be:The result should be:


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4. Developing the Program4. Developing the ProgramIn order to have the full width of the bar chart is visible on tIn order to have the full width of the bar chart is visible on the screen. Movehe screen. Moveyour mouse cursor over the timescale and double leftyour mouse cursor over the timescale and double left--click.click.

This window should appear:This window should appear:

The cursor on the bar under the wordThe cursor on the bar under the wordDensityDensityis flashing. Click on this cursoris flashing. Click on this cursor

an drag it to the left and right. You willan drag it to the left and right. You will

see your timescale expand andsee your timescale expand and

contract. Adjust it to look better andcontract. Adjust it to look better and

release the barrelease the bar--adjusting cursor andadjusting cursor and

presspressOKOK..


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4. Developing the Program4. Developing the ProgramYour screen should now look like this:Your screen should now look like this:

We are now ready to organize our program.We are now ready to organize our program.


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5. Organizing the Program5. Organizing the ProgramP3 can organize projects in two main ways; throughP3 can organize projects in two main ways; throughActivity CodesActivity Codesandand

through athrough aWork Breakdown StructureWork Breakdown Structure(WBS)(WBS)

5.1 Organizing By Work Breakdown Structure5.1 Organizing By Work Breakdown Structure

The WBS is a structured way to lay out a program: it can accommoThe WBS is a structured way to lay out a program: it can accommodate severaldate several

levels of program. Establishing you WBS involves typing in a minlevels of program. Establishing you WBS involves typing in a minii--program ofprogram of

headings.headings.

For example:For example:

1 B817 Project1 B817 Project

1,01 Project Milestone1,01 Project Milestone

1,02 Shop Activities1,02 Shop Activities

1,02,1 Fabrication1,02,1 Fabrication

1,02,2 Testing1,02,2 Testing

1,03 Site Activities1,03 Site Activities

1,03,1 Scaffolding1,03,1 Scaffolding

1,03,2 Installation1,03,2 Installation


2 B800 Project2 B800 Project2,01 Project Milestone2,01 Project Milestone

2,02 Shop Activities2,02 Shop Activities

2,02,1 Fabrication2,02,1 Fabrication


2,03 Site Activities2,03 Site Activities2,03,1 Scaffolding2,03,1 Scaffolding

2,03,2 Installation2,03,2 Installation



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5. Organizing the Program5. Organizing the ProgramFor complex programs, it is wise to establish the WBS before theFor complex programs, it is wise to establish the WBS before the actualactual

programming is started.programming is started.

Select DataSelect Data--WBSWBS from the dropfrom the drop--down menus. The following window willdown menus. The following window will

appear:appear:

ClickClickStructureStructurebuttonbutton


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5. Organizing the Program5. Organizing the ProgramThe following window appears:The following window appears:

This is the WBS Structure Editor.This is the WBS Structure Editor.--We want to set up a simple two level WBS, so highlight the numbeWe want to set up a simple two level WBS, so highlight the number 10 (this isr 10 (this is

the number of characters allowed in that level: it can be any nuthe number of characters allowed in that level: it can be any number from 1 tomber from 1 to

48). We want it to be two characters wide, so type in the number48). We want it to be two characters wide, so type in the number 2.2.

--Next we need to identify the separator that will appear betweenNext we need to identify the separator that will appear between fields. Click onfields. Click on

the box below thethe box below the22that has just been entered and type athat has just been entered and type a,,..--Our second level also requires a two character field: in the boxOur second level also requires a two character field: in the box below Level 2below Level 2

enter anotherenter another22and place anotherand place another,,below it.below it.

--The easiest way to navigate this window is by clicking on the boThe easiest way to navigate this window is by clicking on the box wherex where

information is to be added with your mouse cursor and entering tinformation is to be added with your mouse cursor and entering the informationhe information

required.required.


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5. Organizing the Program5. Organizing the ProgramThe WBS box should now look like this:The WBS box should now look like this:

ClickClickOKOKand we return to the main WBS Window.and we return to the main WBS Window.

It should now look like this:It should now look like this:


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5. Organizing the Program5. Organizing the ProgramNote that in theNote that in theCode:Code:box a comma is now visible. This indicates that we canbox a comma is now visible. This indicates that we can

now enter in two levels of information here.now enter in two levels of information here.

Click on theClick on the++sign and the cursor appears in the code box, to the left of thesign and the cursor appears in the code box, to the left of the

comma. Type incomma. Type in0101and press Tab. The cursor should move to the title box.and press Tab. The cursor should move to the title box.

This is the description of that WBS Heading. Type inThis is the description of that WBS Heading. Type inB817 ProjectB817 Projectand pressand pressenter.enter.


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5. Organizing the Program5. Organizing the Program

We now need to apply this WBS to our program. PressWe now need to apply this WBS to our program. PressOKOKand return to theand return to the

program.program.

There are two ways in which we can assign the WBS levels to theThere are two ways in which we can assign the WBS levels to the program. Theprogram. The

first is to create a column calledfirst is to create a column calledWBSWBSand enter the information there.and enter the information there.

PressPressF11F11and highlight the space belowand highlight the space belowEarly FinishEarly Finishin the new window.in the new window.Then highlight the downThen highlight the down--facing triangle next to thefacing triangle next to the++sign in the window andsign in the window and

press the keypress the keyww. The menu should scroll straight down to. The menu should scroll straight down toWBSWBS. Press enter. Press enter

and it will appear in your column selection. Alter the alignmentand it will appear in your column selection. Alter the alignment of this column toof this column to

CenterCenterand alter the width to 8.and alter the width to 8.

Your window should now look like this:Your window should now look like this:

ClickClickOKOKand drag yourand drag yourblack line between theblack line between theEarlyEarly

FinishFinishcolumn and the Gantcolumn and the Gant

chart to the right. Thechart to the right. TheWBSWBS

column should appear.column should appear.


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Now enter the WBS activity codes as follows.Now enter the WBS activity codes as follows.

We have now told P3 HOW we wantWe have now told P3 HOW we want

the program organized:the program organized:

Now we must tell it to organize itNow we must tell it to organize it

so.so.


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This window will appear:This window will appear:

This open, by default,This open, by default,

on organizing byon organizing by

Activity CodeActivity Code..


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1.1. These are the two WBS Levels that have beenThese are the two WBS Levels that have beendefined in the WBS Structure. This states thatdefined in the WBS Structure. This states that

both are visible, and theboth are visible, and theFontFontis the size ofis the size ofthe heading displayed on the screen.the heading displayed on the screen.

2.2. BkgrndBkgrndandandTextTextare the colors of theare the colors of the

background and the test inbackground and the test in thestthest headings.headings.3.3. Sort by:Sort by:defines how the activities are sorteddefines how the activities are sorted

within each band.within each band.

4.4. OptionsOptionstakes you to following window.takes you to following window.

5 O i i th P5 O i i th P


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We can change the settings here for colors, fonts, and whetherWe can change the settings here for colors, fonts, and whether

each heading has aeach heading has aTotalTotalband as well. For now, merely highlightband as well. For now, merely highlight

the Level 2the Level 2Total CellTotal Celland pressand pressNNnonenoneshould appear I theshould appear I the

box. Press enter and enter again.box. Press enter and enter again.

While we are here, we want to display theWhile we are here, we want to display theWBS number (its value) as well as theWBS number (its value) as well as the

description in the header band. Tick thedescription in the header band. Tick the

ValueValuebox beneath the text (1)box beneath the text (1)Text inText in

bands:bands:

Now clickNow clickOKOK(2) and we return to the(2) and we return to the

OrganizeOrganizeWindow.Window.

5 O i i th P5 Organizing the Program


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Here we see the headings we defined in our WBS layout assigned tHere we see the headings we defined in our WBS layout assigned to theo theactivities, in the layout we asked for.activities, in the layout we asked for.

Note that the WBS headings have the number we assigned them in tNote that the WBS headings have the number we assigned them in the headerhe header

bar.bar.

You can summarize these bars under their respective heading by dYou can summarize these bars under their respective heading by double mouseouble mouse--

clicking on the header lines ( )clicking on the header lines ( )

5 Organizing the Program5 Organizing the Program


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5. Organizing the Program5. Organizing the Program5.2 Organizing By Activity Code5.2 Organizing By Activity CodeThe second method of organizing activities in Primavera is by AcThe second method of organizing activities in Primavera is by Activity Code. Youtivity Code. You

can see the current activity codes at the Menu option (Datacan see the current activity codes at the Menu option (DataActivity Codes).Activity Codes).




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i.i. This is the four letter character code assigned to thisThis is the four letter character code assigned to thisActivity code as its nameActivity code as its name

ii.ii. This is the character length of the fieldThis is the character length of the field

iii.iii. This is the description of the fieldThis is the description of the field

iv.iv. These are theThese are theValveValveof the component parts of thatof the component parts of thatactivity code. For instance, if a Code field is calledactivity code. For instance, if a Code field is calledLevelLevelwith a length ofwith a length of11the values could be 1, 2,the values could be 1, 2,3, 4 and the descriptions3, 4 and the descriptionsProject MilestoneProject Milestone,,ShopShop

ActivitiesActivities,,Site ActivitiesSite Activities, etc., etc.v.v. This is the order in which those items should be sortedThis is the order in which those items should be sorted

within the activity code.within the activity code.

vi.vi. TransferTransferallows us to transfer a coding structureallows us to transfer a coding structure

from another program. This button will take you to afrom another program. This button will take you to awindow in which you can identify the program fromwindow in which you can identify the program fromwhere you would like the activity code drawn.where you would like the activity code drawn.



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5. Organizing the Program5. Organizing the ProgramDelete all the unwanted codes and add new Activity Code withDelete all the unwanted codes and add new Activity Code withPROJPROJANDAND

PHSEPHSE. Now click on the. Now click on theDescriptionDescriptionfield of our new Activity Codefield of our new Activity CodePROJPROJandand

give the descriptiongive the descriptionProject TitleProject TitleandandLengthLengthfield is 4. Forfield is 4. ForPHSEPHSEenterenter

Construction Ph.Construction Ph.as its description.as its description.

The Activity Code box should now look like this:The Activity Code box should now look like this:



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5. Organizing the Program5. Organizing the ProgramWe now need to add values to each of the Activity Codes defined.We now need to add values to each of the Activity Codes defined. WhileWhilehighlightinghighlightingPROJPROJclick in the Value area of the lower box. You will be asked ifclick in the Value area of the lower box. You will be asked if

you wish to save you structure edits. P3 is asking if you want tyou wish to save you structure edits. P3 is asking if you want to keep the newo keep the new

code structure that you have defined and delete the old structurcode structure that you have defined and delete the old structure. Clicke. ClickYesYesandand

highlight thehighlight theValueValuebox again. Make your first Valuebox again. Make your first Value0101and press right arrowand press right arrow

so that your cursor now rests in the description field. Typeso that your cursor now rests in the description field. TypeB817 PROJECTB817 PROJECTandandpress enter.press enter.



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5. Organizing the Program5. Organizing the ProgramHighlightHighlightPHSEPHSEand repeat this process of entering values until you have theand repeat this process of entering values until you have thefollowing codes entered:following codes entered:

Then close this window.Then close this window.



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We can apply these codes to our program in the same way as we apWe can apply these codes to our program in the same way as we applied ourplied our

WBS codes. In this instance, create two columns: one with the daWBS codes. In this instance, create two columns: one with the data itemta itemPROJPROJ

and the other with the data itemand the other with the data itemPHSEPHSE(press F11)(press F11)

Then clickThen clickOKOK..



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5. Organizing the Program5. Organizing the ProgramOur Gant Chart will now look like this:Our Gant Chart will now look like this:

Now it is the simple matter of entering outNow it is the simple matter of entering out

codes. The codecodes. The code0101forforPROJPROJapplies toapplies to

all activities, while we will encodeall activities, while we will encodePHSEPHSEtoto

match our WBS.match our WBS.



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We now need to tell the program to organize by our Activity CodeWe now need to tell the program to organize by our Activity Codes rather than bys rather than bythe WBS. Press thethe WBS. Press theOrganizeOrganizeiconicon

And selectAnd selectActivity Data ItemActivity Data Itemas youas youOrganize byOrganize bydata. The window shoulddata. The window shouldchange to this:change to this:

5 Organizing the Program5. Organizing the Program


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5. Organizing the Program5. Organizing the ProgramWe want to Group out activities by the codes that we have defineWe want to Group out activities by the codes that we have defined. Click underd. Click under

Group byGroup byand enter out defined codes and changed theand enter out defined codes and changed theFontFontas the following:as the following:



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5. Organizing the Program5. Organizing the ProgramClick atClick atOrganize NowOrganize Nowand the schedule layout should change to this:and the schedule layout should change to this:

The Activity Code form is useful in two main instances: where thThe Activity Code form is useful in two main instances: where there is repetitionere is repetitionand where different layouts might be required by different partiand where different layouts might be required by different parties.es.

Imagine if our example had ten projects: our WBS would run for sImagine if our example had ten projects: our WBS would run for several pages,everal pages,

but the Activity Code will only have to be adjusted by adding inbut the Activity Code will only have to be adjusted by adding in one code perone code per

projectproject a project number identifier.a project number identifier.

6. Filtering the Program6. Filtering the Program


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g gg g

We need to create something to filter by create an additional AcWe need to create something to filter by create an additional Activity code, withtivity code, withvalues, as follows:values, as follows:



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6. Filtering the Program6. Filtering the ProgramCreate a column forCreate a column forCRAFCRAFand distribute the craft as follows:and distribute the craft as follows:

We can now use our filters toWe can now use our filters to

sort by Construction Phase, Craftsort by Construction Phase, Craft

or a combination of the two:or a combination of the two:



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Click the filter icon: , and this window will appearClick the filter icon: , and this window will appear

To remove confusion first delete theTo remove confusion first delete the

current filters from FLcurrent filters from FL--01 onwards01 onwards

until you are left with:until you are left with:



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g gg gNow click theNow click theAddAddbutton. The following window appears:button. The following window appears:

ClickClickOKOKbutton then the following window appears:button then the following window appears:



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g gg g

1.1. This is the name of the filter, it can be renamed asThis is the name of the filter, it can be renamed asanythinganything

2.2. This section defines whether, in the case that twoThis section defines whether, in the case that two

conditions are imposed on the filter, activities areconditions are imposed on the filter, activities arerequired to fulfill all conditions or only one of therequired to fulfill all conditions or only one of theconditionsconditions

3.3. In this section the filter conditions are defined. Any ofIn this section the filter conditions are defined. Any of

the data items defined for an activity can be used in athe data items defined for an activity can be used in afilter, from dates to activity codes to resource data.filter, from dates to activity codes to resource data.

4.4. Here theHere theconditionconditionfor the filter to apply is defined. Itfor the filter to apply is defined. Itcan be any mathematical function (i.e. , = , etc.)can be any mathematical function (i.e. , = , etc.)

and any value, either of the data item mentioned inand any value, either of the data item mentioned in33. Or any other data item.. Or any other data item.



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g gg g

An example you would like to tell the P3 to apply the filter onlAn example you would like to tell the P3 to apply the filter only if the Craft isy if the Craft isequal to 02 (METAL). Filter as follows:equal to 02 (METAL). Filter as follows:

ClickClickOKOKbutton. The window appears:button. The window appears:

ClickClickRunRunbutton to run filter.button to run filter.



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6 te g t e og ag gIn this case, the metal craft will display on the Gant Chart asIn this case, the metal craft will display on the Gant Chart as follows:follows:

Filters are often used in large projects for progress reporting:Filters are often used in large projects for progress reporting: it is difficult toit is difficult tosort through hundreds of activities to find those that have starsort through hundreds of activities to find those that have started or finished. Ated or finished. A

filter can reduce the hundreds to a few dozen.filter can reduce the hundreds to a few dozen.



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g gg gA useful filter for aA useful filter for alook aheadlook aheadview would look like this:view would look like this:

This states that the activity should be visible is any of theThis states that the activity should be visible is any of theearly datesearly dates eithereitherEarly StartEarly StartororEarly FinishEarly Finishoccur within the windowoccur within the windowDDDDi.e. the Data Datei.e. the Data Date

(The date on which the program was last schedule) and(The date on which the program was last schedule) andDD+1WDD+1W(Data Date(Data Date

+ 1 Week). Applying this filter to our program results in:+ 1 Week). Applying this filter to our program results in:



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g gg g

Only activities with a portion of their duration from Data DateOnly activities with a portion of their duration from Data Date + 1 Week have+ 1 Week have

been selected (The Data Date is shown by the blue line, and is tbeen selected (The Data Date is shown by the blue line, and is the 8 July 2010.he 8 July 2010.

The filter has selected activities that run between the 1 July 1The filter has selected activities that run between the 1 July 10 to 8 July 2010.0 to 8 July 2010.

So we have a filter that we can use when reporting progress in oSo we have a filter that we can use when reporting progress in our program.ur program.

Progress reporting will be covered in Chapter 8.Progress reporting will be covered in Chapter 8.

Until then, restore our layout to include all activities (i.e. rUntil then, restore our layout to include all activities (i.e. run filterun filterAllAll).).



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P3 has the facility to receive resource data, apply costs to theP3 has the facility to receive resource data, apply costs to the resources, reportresources, reportthese resources graphically, level the resources and apply actuathese resources graphically, level the resources and apply actual expenditurel expenditure

against budgeted.against budgeted.

The first step is to establish a resourceThe first step is to establish a resourcedictionarydictionaryof the resources we wish toof the resources we wish to

define for the project. Data > Resource opens the following winddefine for the project. Data > Resource opens the following window:ow:



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1.1. The resourceThe resourcecodecode2.2. The units that apply to this resource (e.g. m3, Hours,The units that apply to this resource (e.g. m3, Hours,

Liters)Liters)

3.3. Whether the unit isWhether the unit isDrivingDrivingor not (i.e. whether theor not (i.e. whether theduration is driven by the resource quantity divided byduration is driven by the resource quantity divided bythe resource output)the resource output)

4.4. The calendar to be used when this resource is applied.The calendar to be used when this resource is applied.5.5. A description of the resourceA description of the resource6.6. Resource limits (used in resource leveling)Resource limits (used in resource leveling)7.7. The cost, if required, per unit of the resource. The costThe cost, if required, per unit of the resource. The cost

can reflect the monetary cost (if desired) or anothercan reflect the monetary cost (if desired) or anotheraspect, such as the number of man hours required toaspect, such as the number of man hours required toplace a unit of the resource.place a unit of the resource.



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737399121288HRHRWELDING MACHINEWELDING MACHINEWM1WM1

2020121288HRHRLORRYLORRYLO1LO1

2323121288HRHRQC1QC1QC1QC1

2020121288HRHRMATERIAL CONTROLLERMATERIAL CONTROLLERMAT1MAT11010121288HRHRSCAFFOLDERSCAFFOLDERSCAF2SCAF2

1010121288HRHRSCAFFOLDERSCAFFOLDERSCAF1SCAF1

1515121288HRHRDRIVERDRIVERDR1DR1

1313121288HRHRGENERAL FITTERGENERAL FITTERGF1GF11313121288HRHRFIRE WATCHFIRE WATCHFW1FW1

1515121288HRHRPIPE FITTERPIPE FITTERPF1PF1

1818121288HRHRWELDERWELDERWEL1WEL1

1818121288HRHRFROEMANFROEMANFOR1FOR1

2323121288HRHRSUPERVISORSUPERVISORSUP1SUP1

2020121288HRHRPLANNERPLANNERPLN1PLN1

Price/UnitPrice/UnitMaxMaxNormalNormalUnitsUnitsDescriptionDescriptionResourceResource

Resources:Resources:Enter the data show as below:Enter the data show as below:



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After entering the Price/unit you will be asked if you would likAfter entering the Price/unit you will be asked if you would like to calculatee to calculatecosts now. Selectcosts now. SelectYesYesin each instance.in each instance.

Once the resource data has been entered, close the window. Our nOnce the resource data has been entered, close the window. Our next step isext step is

to apply these resources to out activities.to apply these resources to out activities.



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Highlight the first activityHighlight the first activityA010: Start ProjectA010: Start Project and press Ctrl + R (or fromand press Ctrl + R (or fromthe dropthe drop--down menu, View > Resource Detail). The following window willdown menu, View > Resource Detail). The following window will

appear:appear:

Now click theNow click the++sign and the downsign and the down--triangle and you will be presented with atriangle and you will be presented with alist of resources which you can apply to this activity. Let us alist of resources which you can apply to this activity. Let us assume that PLN1ssume that PLN1

is required to start the projectis required to start the project to sign the papers and set out the works.to sign the papers and set out the works.

SelectSelectPLN1PLN1as the resource and enter 8 unit per day. The budgeted quantityas the resource and enter 8 unit per day. The budgeted quantity

should immediately becomeshould immediately become88(i.e. 8 hrs / day * 1 day).(i.e. 8 hrs / day * 1 day).

7.7. ResourcesResourcesNow highlight the next activity and add resources as per this taNow highlight the next activity and add resources as per this table:ble:


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767688PLN1PLN1A200A200

88SCAF2SCAF2SCAF1SCAF1A190A190

88GF1GF1PF1PF1FOR1FOR1SUP1SUP1A180A180

88SUP1SUP1A170A170

88QC1QC1A160A160

88QC1QC1A150A150

88QC1QC1A140A140

88FW1FW1PF1PF1FOR1FOR1WEL1WEL1SUP1SUP1A130A130

88GF1GF1PF1PF1FOR1FOR1SUP1SUP1A120A120

88SCAF2SCAF2SCAF1SCAF1A110A110

88DR1DR1A100A100

88GF1GF1PF1PF1FOR1FOR1QC1QC1A090A090

88QC1QC1A080A080

88QC1QC1A070A070

88GF1GF1PF1PF1FOR1FOR1WEL1WEL1A060A060

88QC1QC1A050A050

88MAT1MAT1A040A040

88MAT1MAT1A030A030

88SUP1SUP1A020A020

88PLN1PLN1A010A010

Units/dayUnits/dayResource 5Resource 5Resource 4Resource 4Resource 3Resource 3Resource 2Resource 2Resource 1Resource 1ACT. IDACT. ID


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P3 cannot show more than one resource in this view: itP3 cannot show more than one resource in this view: itlumps togetherlumps togetherthetheresources so that the total Budgeted Quantity is shown for all rresources so that the total Budgeted Quantity is shown for all resources appliedesources applied

to that activity.to that activity.

We can see how these resources are distributed across time in aWe can see how these resources are distributed across time in a resourceresource

profile. Press the button (alternatively, from the dropprofile. Press the button (alternatively, from the drop--down menu, View >down menu, View >Resource Profile or Ctrl+F7).Resource Profile or Ctrl+F7).

This should appear at the bottom of the screen:This should appear at the bottom of the screen:

This is the resource profile for the resource (or person)This is the resource profile for the resource (or person)SUP1SUP1 Supervisor.Supervisor.

We can see he spends a total of 40 hrs for the project.We can see he spends a total of 40 hrs for the project.

We need to modify this to tell us exactly what we want.We need to modify this to tell us exactly what we want.



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Press thePress theDisplayDisplaybutton (under thebutton (under theSelectSelectbutton in the Resourcebutton in the ResourceProfile/Table window) and this window will appear:Profile/Table window) and this window will appear:



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1.1. Would you like to see the units or the Cost (asWould you like to see the units or the Cost (asentered) of those units? i.e. Units or (Cost/Unit) xentered) of those units? i.e. Units or (Cost/Unit) xUnits.Units.

2.2. Would you like the graph to show their data based onWould you like the graph to show their data based onEarly StartEarly Startdates ordates orLate StartLate Startdates.dates.3.3. Should the graphs show data collected from allShould the graphs show data collected from all

activities or only the currently selected activities.activities or only the currently selected activities.

4.4. Gives the time interval for the graph data (i.e. a newGives the time interval for the graph data (i.e. a newbar in a histogram chart or a new plotbar in a histogram chart or a new plot--point in a linepoint in a line((curvescurves) graph.) graph.

5.5. Allows you to choose the type of graph to be displayedAllows you to choose the type of graph to be displayed

histogram or curves (line graph).histogram or curves (line graph).

7.7. ResourcesResources6.6. Do you want the graph to display totals per defined time intervDo you want the graph to display totals per defined time intervalal


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6 o you a t t e g ap to d sp ay tota s pe de ed t e tey g p p y p a(4.), average or peak usage.(4.), average or peak usage.

7.7. Histogram format:Histogram format:

8.8.ValuesValues these are used once progress has been entered and thethese are used once progress has been entered and therequirement is to compare planned and actualrequirement is to compare planned and actual

9.9.Allows you to define the calendar to be used when calculatingAllows you to define the calendar to be used when calculatingaverage resource usage (i.e. may cause a difference if a resourcaverage resource usage (i.e. may cause a difference if a resource ise isonly used on a four day week when the activity runs through a fionly used on a four day week when the activity runs through a fiveveday week)day week)

10.10. Drawing of Limits and Overloads refers to resource peak usage aDrawing of Limits and Overloads refers to resource peak usage add

leveling.leveling.11.11. Refers to the resource usage curves: allows you to define diffeRefers to the resource usage curves: allows you to define differentrent

lines for the various curves being shown. Alternatively P3 willlines for the various curves being shown. Alternatively P3 will useusedifferent colors to highlight the different data lines.different colors to highlight the different data lines.

More information on these can be found by pressing theMore information on these can be found by pressing theHelpHelpbutton.button.



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Change the contents of the window to this:Change the contents of the window to this:

PressPressCloseCloseand select the resourceand select the resourceQC1QC1from the window in the dropfrom the window in the drop--downdown

menu in the Resource Profile/Table area. Your histogram displaymenu in the Resource Profile/Table area. Your histogram display should lookshould look

like this:like this:



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This tells us that we will be using a total of about 60 hrs QC1This tells us that we will be using a total of about 60 hrs QC1 and theirand their

distribution across the project. If we want to see the precise ndistribution across the project. If we want to see the precise number we shouldumber we should

select the resource table, rather than the graph.select the resource table, rather than the graph.

Press the button (Or View > Resource Table or Shift+F7)Press the button (Or View > Resource Table or Shift+F7) and selectand selectQC1QC1from the dropfrom the drop--down resource list. Your display should change to:down resource list. Your display should change to:

Here we now see the weekly total number of days that each personHere we now see the weekly total number of days that each person will bewill be

required to spend on the job.required to spend on the job.



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Exporting this data out of P3 is trickyExporting this data out of P3 is tricky it is a case of finding the correct reportit is a case of finding the correct reporttype and modifying it to your requirements.type and modifying it to your requirements.

To export this report we need to run report RLTo export this report we need to run report RL--01.01.

It can be found here:It can be found here:

We are then faced with this menu:We are then faced with this menu:



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Report RLReport RL--01 is already selected. Click the01 is already selected. Click theModifyModifybutton and thesebutton and thesewindows will appear. Make the modifications highlighted to creatwindows will appear. Make the modifications highlighted to create the reporte the report

we required. The various screens ca be accessed by clicking thewe required. The various screens ca be accessed by clicking theTabsTabsunderunder

the Title.the Title.

Leave this selection blank toLeave this selection blank to

select all resources. If we wantedselect all resources. If we wanted

to omit a resource we could putto omit a resource we could put

the conditionthe conditionNENE(not equal to)(not equal to)under profile and the resourceunder profile and the resource

name is to put undername is to put underLow ValueLow Value

ResourceResource..



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1

2

3

Important point to note here are to Generate the report in P3 (1Important point to note here are to Generate the report in P3 (1), to organize), to organizeby Resource and produce a summary report (2) and to display rowby Resource and produce a summary report (2) and to display row totals ontotals on

the left (3).the left (3).

7.7. ResourcesResourcesCli k h bCli k h b b ll db ll d S l iS l i d ill hid ill hi


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Click to the subClick to the sub--tab calledtab calledSelectionSelectionand you will see this:and you will see this:

The selection is irrelevant to us if we want a report for the whThe selection is irrelevant to us if we want a report for the whole project.ole project.

However we could filter for any of the codes that we have establHowever we could filter for any of the codes that we have established, in theished, in the

same way that we filtered the project in Chapter 6.same way that we filtered the project in Chapter 6.


Cli k t th bCli k t th b t b ll dt b ll d Ti lTi l d ill thid ill thi


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Click to the subClick to the sub--tab calledtab calledTimescaleTimescaleand you will see this:and you will see this:

1

2

3

Finally we set the time we require our report to span (1) and thFinally we set the time we require our report to span (1) and the time unit wee time unit we

require the report (3). We can also specify whether we want therequire the report (3). We can also specify whether we want the report toreport to

show Total, Peak or Average resource usage (2).show Total, Peak or Average resource usage (2).

7.7. ResourcesResourcesWith thi i f ti t th t Cli kWith thi i f ti t th t Cli k OKOK d hi hli ht RLd hi hli ht RL 0101


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With this information set we can run the report. ClickWith this information set we can run the report. ClickOKOKand highlight RLand highlight RL--0101and click theand click theRunRunbutton in the top right hand corner of the window.button in the top right hand corner of the window.


We want to see this report on screen so clickWe want to see this report on screen so clickOKOKand the P3 report writer willand the P3 report writer will

produce the required report:produce the required report:



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To get this report into ExcelTo get this report into Excel

format, where the data could beformat, where the data could bemanipulate and the reportmanipulate and the report

format modified, we can firstformat modified, we can first

copy and paste this data intocopy and paste this data into

Microsoft Word, then copy andMicrosoft Word, then copy and

paste it again onto an Excelpaste it again onto an Excelspreadsheet.spreadsheet.

For instance, you will notice that due to the width of the reporFor instance, you will notice that due to the width of the report, it spans twot, it spans two

pages. We can copy and paste both pages into Excel and reformatpages. We can copy and paste both pages into Excel and reformat them to athem to a

single page.single page.

Note that the export copies only the values of the data and formNote that the export copies only the values of the data and formulae will haveulae will have

to be replaced.to be replaced.

A direct copy from P3 Look to Excel will not work.A direct copy from P3 Look to Excel will not work.

8.8. Reporting ProgressReporting Progress

The first thing that we should do though is save our original pThe first thing that we should do though is save our original program as arogram as a li i hi h f i i d d b


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The first thing that we should do though, is save our original pThe first thing that we should do though, is save our original program as arogram as aBaselineBaselineprogram against which future revisions and progress updates canprogram against which future revisions and progress updates can bebe

measured.measured.

We now need to copy this program. From the dropWe now need to copy this program. From the drop--down menus highlightdown menus highlight

CopyCopyunder (Tools > Project Utilities > Copy..):under (Tools > Project Utilities > Copy..):


That will open this window:That will open this window:


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1

2

1.1. Represents the programRepresents the program

being copiedbeing copied PM00 shouldPM00 should

be highlighted under thebe highlighted under the

Projects:Projects:heading.heading.2.2. This section shows what youThis section shows what you

want to copy the program to.want to copy the program to.

Ensure that the directory isEnsure that the directory is

correctcorrect

(W:(W:\\p3winp3win\\projectsprojects\\learning).learning).The first field required to beThe first field required to be

filled in isfilled in isProject group:Project group:

enter in PR01 (i.e. Progressenter in PR01 (i.e. Progress

Report 1 of program PM00).Report 1 of program PM00).

The second field will be ourThe second field will be ourRevisionRevision to indicate that thisto indicate that this

is a progress updateis a progress update



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Press thePress theCopyCopybutton and the program is copied.button and the program is copied.

Open up our newly created program PR01 through the File > Open dOpen up our newly created program PR01 through the File > Open droprop--downdown

menu and it will open over your original program.menu and it will open over your original program.

8.8. Reporting ProgressReporting ProgressThat will open this window:That will open this window:


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ClickClickOpenOpenand it will open over your original programand it will open over your original program

8.8. Reporting ProgressReporting ProgressWe now always need to be able to compare our progressed programWe now always need to be able to compare our progressed program to ourto our


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We now always need to be able to compare our progressed programWe now always need to be able to compare our progressed program to ourto ouroriginal ororiginal orBaselineBaselineprogram. We there fore need to call our original programprogram. We there fore need to call our original program

thetheTarget ProgramTarget Program. We can identify it as such here:. We can identify it as such here:

This open the following window:This open the following window:

8.8. Reporting ProgressReporting ProgressWith the Target space besideWith the Target space beside 11 highlighted press the down arrow in the inputhighlighted press the down arrow in the input


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With the Target space besideWith the Target space beside 11 highlighted press the down arrow in the inputhighlighted press the down arrow in the inputarea and selectarea and selectPM00PM00, our original program. Click, our original program. ClickOKOKand programand programPM00PM00isis

set as the Target program of PR01.set as the Target program of PR01.

Now we need to show this target program in order that, when progNow we need to show this target program in order that, when progressed, weressed, we

can see the variation in the bars.can see the variation in the bars.

Press Ctrl+F11 to bring up our Bar editing window. Create a newPress Ctrl+F11 to bring up our Bar editing window. Create a new bar under thebar under the

currentcurrentEarly BarEarly Barand use these setting (Changes indicated with a ):and use these setting (Changes indicated with a ):



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Click onClick onOKOKandandCloseClose..


Your display should adjust to this:Your display should adjust to this:


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Your display should adjust to this:Your display should adjust to this:

You can see the target bar is at the position 1 and the B817 barYou can see the target bar is at the position 1 and the B817 bar is at theis at the

position 2 under the target bar. If adjustments are made to theposition 2 under the target bar. If adjustments are made to the program, theprogram, the

target bar will remain but the B817 bar will move.target bar will remain but the B817 bar will move.

8.8. Reporting ProgressReporting ProgressThe next step is to organize our column for easy data entry. PreThe next step is to organize our column for easy data entry. Press F11 andss F11 and


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p g y yp g y y

arrange the columns like this:arrange the columns like this:

That is, replace the columns created for the Activity Codes withThat is, replace the columns created for the Activity Codes withActual StartActual Start,,

Actual FinishActual FinishandandRemaining DurationRemaining Duration..

ClickClickOKOKand your display should adjust to:and your display should adjust to:



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We are going to report progress up to the 19 July 2010. P3 has aWe are going to report progress up to the 19 July 2010. P3 has a facilityfacility

whereby you can highlight the activities that could be affectedwhereby you can highlight the activities that could be affected by progress upby progress up

to a particular date. Press the Progress Spotlightto a particular date. Press the Progress Spotlight -- -- button and thebutton and thedisplay will adjust to this:display will adjust to this:


The Progress spotlight, by default, highlights one week after thThe Progress spotlight, by default, highlights one week after the current Datae current DataDate. We need to adjust it to highlight the area we wish to progDate. We need to adjust it to highlight the area we wish to progress. Move yourress. Move your


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Date. We need to adjust it to highlight the area we wish to progate e eed to adjust t to g g t t e a ea e s to p ogress. Move youress o e you

cursor over the rightmost vertical blue line and the cursor willcursor over the rightmost vertical blue line and the cursor will change to .change to .

Drag the vertical blue line to the 19 July 2010 and release. YouDrag the vertical blue line to the 19 July 2010 and release. Your display shouldr display should

now look like this:now look like this:


The ten activities affected b the progressThe ten activities affected b the progressspotlightspotlightare highlighted in yellow.are highlighted in yellow.We can now enter our progress. This is done by entering Actual SWe can now enter our progress. This is done by entering Actual Start andtart and


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p g y gp g y g

Actual Finish dates in the relevant columns. Note that once anActual Finish dates in the relevant columns. Note that once anActual FinishActual Finish

date is entered, thedate is entered, theRemaining DurationRemaining Durationautomatically reverts to 0.automatically reverts to 0.

Enter the following:Enter the following:

Once progress has been entered press F9 and schedule the programOnce progress has been entered press F9 and schedule the program to our newto our new

date, the 19 July 2010.date, the 19 July 2010.


The display should look like this:The display should look like this:


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Finally we can see the slippage suffered as a result of lack ofFinally we can see the slippage suffered as a result of lack of progress in aprogress in acolumn calledcolumn calledVariance Target 1 Early FinishVariance Target 1 Early Finish this column measures thethis column measures the

difference, in days between the Early Finish of this program anddifference, in days between the Early Finish of this program and the Early Finishthe Early Finish

of the Target Program.of the Target Program.



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Here we can see that the delays in A040 Receiving Materials pushHere we can see that the delays in A040 Receiving Materials pushed back theed back the

initial activities by 1 day. Some early work on the A060 Shop Fainitial activities by 1 day. Some early work on the A060 Shop Fabrication hasbrication has

allowed us to recapture 1 day. The overall loss currently is 2 dallowed us to recapture 1 day. The overall loss currently is 2 days behindays behind

program.program.For the next progress update, copy the previous progress updateFor the next progress update, copy the previous progress update into a newinto a new

program and report progress there. P3 allows two targets to be nprogram and report progress there. P3 allows two targets to be nominatedominated

slippage (or gains) on the end date can then be measured againstslippage (or gains) on the end date can then be measured against the previousthe previous

update and the baseline program.update and the baseline program.


So weSo weve measured time, but how can we compare budgeted resource usageve measured time, but how can we compare budgeted resource usagewith actual?with actual?


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Highlight activity A010 and pressHighlight activity A010 and press Ctrl+RCtrl+R. Your resource window should open.. Your resource window should open.

We can enter actual resource usage in theWe can enter actual resource usage in theActual this periodActual this periodandandActual toActual to

datedateslots. If we imagine a situation where the PLN1 had to work oveslots. If we imagine a situation where the PLN1 had to work overtime tortime to

get the job done, we could enterget the job done, we could enter1212as PLN1 Actual to date. The Varianceas PLN1 Actual to date. The Variance

should automatically update toshould automatically update to--44, indicating that there was overuse of, indicating that there was overuse of

resources by PLN1 (4hrs).resources by PLN1 (4hrs).


Resource 4Resource 4Resource 3Resource 3Resource 2Resource 2Resource 1 / Act to date / To completeResource 1 / Act to date / To completeACT IDACT ID


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SCAF2 / 8 / 16SCAF2 / 8 / 16SCAF1 / 8 / 16SCAF1 / 8 / 16A110A110

GF1 / 8 / 0GF1 / 8 / 0PF1 / 8 / 0PF1 / 8 / 0FOR1 / 8 / 0FOR1 / 8 / 0QC1 / 8 / 0QC1 / 8 / 0A090A090

QC1 / 8 / 0QC1 / 8 / 0A080A080

QC1 / 8 / 0QC1 / 8 / 0A070A070

GF1 / 16 / 0GF1 / 16 / 0PF1 / 16 / 0PF1 / 16 / 0FOR1 / 16 / 0FOR1 / 16 / 0WEL1 / 16 / 0WEL1 / 16 / 0A060A060

QC1 / 8 / 0QC1 / 8 / 0A050A050

MAT1 / 16 / 0MAT1 / 16 / 0A040A040

MAT1 / 8 / 0MAT1 / 8 / 0A030A030

SUP1 / 8 / 0SUP1 / 8 / 0A020A020

PLN1 / 12 / 0PLN1 / 12 / 0A010A010

Resource 4Resource 4Resource 3Resource 3Resource 2Resource 2Resource 1 / Act to date / To completeResource 1 / Act to date / To completeACT. IDACT. ID


After entering these, display the resource histogram and select,After entering these, display the resource histogram and select, from youfrom youDisplay options all three curves (however do not selectDisplay options all three curves (however do not select Show curves usingShow curves using


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Display options, all three curves (however do not selectDisplay options, all three curves (however do not select Show curves usingShow curves using

different line typesdifferent line types). Select). SelectFOR1FOR1as the resource would like to see theas the resource would like to see the

display of.display of.

The precise numbers can be gained by moving the mouse over the pThe precise numbers can be gained by moving the mouse over the part of theart of the

line for where you would like the values and rightline for where you would like the values and right--clicking with your mouseclicking with your mousebutton.button.

8.8. Reporting ProgressReporting ProgressThis window will appear:This window will appear:


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For further general practice you can access P3 tutorial functionFor further general practice you can access P3 tutorial functions thes thebutton in the top toolbar will access some lessons.button in the top toolbar will access some lessons.

THE ENDTHE END

Prepared By : Lead Planner (Project)Prepared By : Lead Planner (Project)

learning p3

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