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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 programs 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.

MENU BAR NAVIGATION BAR

HOME WORKSPACE

DIRECTORY BAR

STATUS BAR

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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.

PROJECT WORKSPACE

OPTIONS BAR COMMAND BAR DETAIL WINDOW

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 contractors point of view.
OIL & GAS CONSTRUCT

PETROCHEM OILS

CHEVRON

GCC OIL COMPANY

PARAMOUNT CHEM

TURNAROUND 1

OXYGEN PIPELINE

OXYGEN PIPELINE

AMINE INJECTION

EQUIPMENT 23

SULFUR RECOVERY

SULFUR RECOVERY

WATER SYSTEM

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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. 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) 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)

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

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

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

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.

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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 EPSeither 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 lets 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 projectspecific. 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 Project Name Planned Start Must Finish By Resp. manager Rate Type : : : : : : RC061783 (Note: You may use up to 20 characters) Construction of Interconnecting Roads at King Faisal Loop 1st day of the next month Leave it blank Road Construkt Projects Manager 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 lets 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 lets 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 Valentines Day Labor Day GCC Day Eid Fitr Hajj Christmas January 1 February 14 May 1 June 17 September 13 September 17 November 1 November 5 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 dropdown 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 resources vacation leave, working hours per day, week, and even years. It really depends on the companys 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 RC061783LP.1 RC061783LP.2 RC061783LP.3 RC061783LP.4 RC061783LP.5 RC061783LP.5.1 RC061783LP.5.2 RC061783LP.6

WBS Name General Activities Engineering Works Procurement Mobilization Site - Civil Road Works Pavement Works 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, lets 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 Activity ID Suffix Increment : : : RC 1000 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 popout the new activity wizard window. Now, input the activities shown on the next page in your project.

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Activity ID RC1000 RC1100 RC1200 RC1300 RC1400 RC1500 RC1600 RC1700 RC1800 RC1900 RC2000 RC2100 RC2200 RC2300 RC2400 RC2500 RC2600 RC2700 RC2800 RC2900 RC3000 RC3100

Activity Name Contract Award Kick-Off Meeting Conduct initial site survey Prepare and submit engineering drawings Prepare and submit QA/QC plan Prepare and submit safety and environmental plan Procure construction materials and consumables Delivery of procured materials to site Establish temporary site office Equipments transfer to site Site survey on road Site grading and grabbing on road Application of aggregate base course material on road Application of MC1 for asphalt preparation on road Application of asphalt base course on road Application of asphalt wearing course on road Install curb stone and road pavement Survey sidewalks and pavement Grade and compact Install pavement tiles Perform Final Acceptance Inspection Demobilize remaining material, equipment and temporary site office

Original Duration 0 0 30 60 60 60 30 30 34 41 60 60 60 60 60 60 60 60 60 60 7
21

Activity Type Start Milestone Start Milestone Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent Task Dependent
Task Dependent

Now, lets 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 RC1000 RC1100 RC1200 RC1300 RC1400 RC1500 RC1600 RC1700 RC1800 RC1900 RC2000 RC2100 RC2200 RC2300 RC2400 RC2500 RC2600 RC2700 RC2800 RC2900 RC3000 RC3100

Activity Name

Contract Award Kick-Off Meeting Conduct initial site survey Prepare and submit engineering drawings Prepare and submit QA/QC plan Prepare and submit safety and environmental plan Procure construction materials and consumables Delivery of procured materials to site Establish temporary site office Equipments transfer to site Site survey on road Site grading and grabbing on road Application of aggregate base course material on road Application of MC1 for asphalt preparation on road Application of asphalt base course on road Application of asphalt wearing course on road Install curb stone and road pavement Survey sidewalks and pavement Grade and compact Install pavement tiles Perform Final Acceptance Inspection Demobilize remaining material, equipment and temporary site office

WBS RC061783LP.1 RC061783LP.1 RC061783LP.2 RC061783LP.2 RC061783LP.2 RC061783LP.2 RC061783LP.3

WBS Description General Activities General Activities Engineering Works Engineering Works Engineering Works Engineering Works Procurement

RC061783LP.3 RC061783LP.4 RC061783LP.4 RC061783LP.5.1 RC061783LP.5.1

Procurement Mobilization Mobilization Road Works Road Works

RC061783LP.5.1 Road Works RC061783LP.5.1 Road Works

RC061783LP.5.1 RC061783LP.5.1 RC061783LP.5.2 RC061783LP.5.2 RC061783LP.5.2 RC061783LP.5.2 RC061783LP.6


RC061783LP.6

Road Works Road Works Pavement Works Pavement Works Pavement Works Pavement Works Acceptance & Demobilization 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. Lets try to define an activity code for the King Faisal loop construction project. The method / softwares 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 softwares 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 codes sake, lets define activity codes based on the sub-contractors and as follows:

Code Value Sub1 Sub2

Description Subcon1 New Front Construction 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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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.

Now, group the activities by activity codes function as follows: Subcon 1 New Front Construction (Sub1) RC2000 RC2100 RC2200 RC2600 RC2700 RC2800 RC2900 Site survey on road Site grading and grabbing on road Application of aggregate base course material on road Install curb stone and road pavement Survey sidewalks and pavement Grade and compact Install pavement tiles

Subcon 2 Asphalt Engineering (Sub2) RC2300 RC2400 RC2500 Application of MC1 for asphalt preparation on road Application of asphalt base course on road Application of asphalt wearing course on road

And the rest no activity codes.

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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. Its 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.

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

This portion shows all the columns that will appear in the activity or project workspace Use these directional buttons to insert or remove a column.

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

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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 activitys 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

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

Or using the columns is illustrated on the next page.

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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.

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

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Now, lets add a relationship in each activity we made as follows:


Activity ID RC1000 RC1100 RC1200 RC1300 RC1400 RC1500 RC1600 RC1700 RC1800 RC1900 RC2000 RC2100 RC2200 RC2300 RC2400 RC2500 RC2600 RC2700 RC2800 RC2900 RC3000 RC3100 Activity Name Contract Award Kick-Off Meeting Conduct initial site survey Prepare and submit engineering drawings Prepare and submit QA/QC plan Prepare and submit safety and environmental plan Procure construction materials and consumables Delivery of procured materials to site Establish temporary site office Equipments transfer to site Site survey on road Site grading and grabbing on road Application of aggregate base course material on road Application of MC1 for asphalt preparation on road Application of asphalt base course on road Application of asphalt wearing course on road Install curb stone and road pavement Survey sidewalks and pavement Grade and compact Install pavement tiles Perform Final Acceptance Inspection Demobilize remaining material, equipment and temporary site office Original Predecessors Duration 0 0 RC1000 (SS, 15) 30 60 60 60 30 30 34 41 60 60 60 60 60 60 60 60 60 60 7 21 RC1100 (FS, 0) RC1200 (FS, 0) RC1200 (FS, 0) RC1200 (FS, 0) RC1300 (FS, 0), RC1400 (FS, 0), RC1500 (FS, 0) RC1600 (FS, -15) RC1200 (FS, 0) RC1800 (FS, -15) RC1900 (FS, 0) RC2000 (FS, -40) RC1700 (FF, 0), RC2100 (FS, -40) RC2200 (FS, -40) RC2300 (FS, -40) RC2400 (FS, -40) RC2500 (FS, -40) RC2600 (FS, -40) RC2700 (FS, -40) RC2800 (FS, -40) RC2900 (FS, 0) RC3000 (FS, 0) Successors RC1100 (SS, 15) RC1200 (FS, 0) RC1300 (FS, 0), RC1400 (FS, 0), RC1500 (FS, 0) , RC1800 (FS, 0) RC1600 (FS, 0) RC1600 (FS, 0) RC1600 (FS, 0) RC1700 (FS, -15) RC2200 (FF, 0) RC1900 (FS, -15) RC2000 (FS, 0) RC2100 (FS, -40) RC2200 (FS, -40) RC2300 (FS, -40) RC2400 (FS, -40) RC2500 (FS, -40) RC2600 (FS, -40) RC2700 (FS, -40) RC2800 (FS, -40) RC2900 (FS, -40) RC3000 (FS, 0) RC3100 (FS, 0)

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.

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

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

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. Dont 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: In-case you dont 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.

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

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

Note: To edit font style and colors of the box

Note: To edit the content of the box.

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

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

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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 or go to View Then select Filters as show on the image below. (funnel) in the workspace

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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.
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.

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.

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.

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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 activitys 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 Construction Manager Construction Superintendent General Foreman Laborers Helpers Crane Operator Dump Truck Driver / Operator Boom Truck Driver / Operator Backhoe Driver / Operator Loader Driver / Operator Medium Duty Equipment Driver / Operator Structural Engineer Structural Foreman Structural Erector Structural Fabricator Structural Welder Steel Fixer Scaffolder Mechanical / Piping / HVAC Engineer Mechanical / Piping / HVAC Foreman Fitter Mechanical Fabricator Millwright Mechanical Welder Plumber Civil Engineer Civil Foreman Mason Carpenter Tile Setter Electrical & Instrumentation Engineer Electrical & Instrumentation Foreman Industrial Electrician Conduit Fabricator

Price / Unit $250.00/d $150.00/d $100.00/d $15.00/d $10.00/d $40.00/d $25.00/d $30.00/d $40.00/d $30.00/d $20.00/d $150.00/d $100.00/d $25.00/d $25.00/d $30.00/d $25.00/d $30.00/d $150.00/d $100.00/d $20.00/d $25.00/d $20.00/d $30.00/d $20.00/d $150.00/d $100.00/d $20.00/d $20.00/d $20.00/d $150.00/d $100.00/d $30.00/d $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.

You may choose this option

Or this option

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, lets define the resources for SAVVY Technical Co. Ltd. Encode all the resources given on the next page.

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Resource ID SAV00001 SAV00002 SAV00003 SAV00004 SAV00005 SAV00006 SAV00007 SAV00008 SAV00009 SAV00010 SAV00011 SAV00012 SAV00013 SAV00014 SAV00015 SAV00016 SAV00017 SAV00018 SAV00019 SAV00020 SAV00021 SAV00022 SAV00023 SAV00024 SAV00025 SAV00026 SAV00027 SAV00028 SAV00029 SAV00030 SAV00031 SAV00032 SAV00033 SAV00034 SAV00035 SAV00036 SAV00037

Resource Name Lyle Calover Luis Prasad Michael Fatone Lisbon Kumar Feeble Matzinger Tristan Johnson Partish Cabuker Babulal Gopal Neru Galonz John Fatone Kent Zonely Vivire Chusor Peter Lisor Danny Mondejar Willie Froogle Jason Mandela Kurt Liason Jeso Medulor Gorvin Manuta Deo Lacamba Martin Luber Kerry Kampbell Marlon Deivino Jovit Marlou Milby Sameal Nathan Bristow Yusuf Kabel Kirov Dalton Russo Vukovitz Jordaine Terson Jermaine Deter Siiva Maruga Densel Mitchell Atong Lang Nuriko Matsukoa Peter Fendsow Brayn Mondejar

Primary Role Construction Manager Construction Superintendent General Foreman Laborers Laborers Laborers Helpers Helpers Crane Operator Dump Truck Driver / Operator Boom Truck Driver / Operator Backhoe Driver / Operator Loader Driver / Operator Medium Duty Equipment Driver / Operator Structural Engineer Structural Foreman Structural Erector Structural Fabricator Structural Welder Steel Fixer Scaffolder Mechanical / Piping / HVAC Engineer Mechanical / Piping / HVAC Foreman Fitter Mechanical Fabricator Millwright Mechanical Welder Plumber Civil Engineer Civil Foreman Mason Carpenter Tile Setter Electrical & Instrumentation Engineer Electrical & Instrumentation Foreman Industrial Electrician Conduit Fabricator

Default Units / Time 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 1.00/d 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.

Note: For the moment, uncheck this area.

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.

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

Now, lets assign the resources in our activities as follows:


Budgeted Expense Cost

Activity ID RC1000 RC1100 RC1200 RC1300 RC1400

Activity Name Contract Award Kick-Off Meeting Conduct initial site survey Prepare and submit engineering drawings Prepare and submit QA/QC plan Prepare and submit safety and environmental plan Procure construction materials and consumables Delivery of procured materials to site

Resources

$1,000 $6,000 Russo Vukovitz

RC1500

Russo Vukovitz

RC1600

$150,000 Kent Zonely, Neru Galonz, Peter Lisor, Michael Fatone, Feeble Matzinger, Babulal Gopal

RC1700

$8,000

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Activity ID

Activity Name

Resources Luis Prasad, Lisbon Kumar, Babulal Gopal, Feeble Matzinger, Neru Galonz, Vivire Chusor, Willie Froogle, Jason Mandela, Kurt Liason, Jeso Medulor John Fatone, Neru Galonz, Kent Zonely Russo Vukovitz, Partish Cabuker, Tristan Johnson, Feeble Matzinger, Jordaine Terson John Fatone, Vivire Chusor, Danny Mondejar, Peter Lisor, Russo Vukovitz, Jordaine Terson Peter Lisor, Danny Mondejar, John Fatone, Lisbon Kumar, Partish Cabuker, Jordaine Terson, Russo Vukovitz Russo Vukovitz, Jordaine Terson, Babulal Gopal, Partish Cabuker, Tristan Johnson, Feeble Matzinger, Lisbon Kumar John Fatone, Peter Lisor, Danny Mondejar, Russo Vukovitz, Jordaine Terson Danny Mondejar, Peter Lisor, Kent Zonely, John Fatone, Russo Vukovitz, Jordaine Terson, Lisbon Kumar, Feeble Matzinger, Tristan Johnson, Michael Fatone, Partish Cabuker, Babulal Gopal

Budgeted Expense Cost

RC1800

Establish temporary site office

RC1900

Equipments transfer to site

RC2000

Site survey on road

RC2100

Site grading and grabbing on road

RC2200

Application of aggregate base course material on road

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

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Activity ID

Activity Name

Resources Danny Mondejar, John Fatone, Russo Vukovitz, Jordaine Terson, Jermaine Deter, Siiva Maruga, Densel Mitchell Russo Vukovitz, Jordaine Terson, Lisbon Kumar, Partish Cabuker Lisbon Kumar, Feeble Matzinger, Tristan Johnson, Partish Cabuker, Babulal Gopal, Danny Mondejar, John Fatone, Peter Lisor Russo Vukovitz, Jordaine Terson, Jermaine Deter, Siiva Maruga, Densel Mitchell, Lisbon Kumar, Feeble Matzinger, Tristan Johnson, Partish Cabuker, Babulal Gopal

Budgeted Expense Cost

RC2600

Install curb stone and road pavement

RC2700

Survey sidewalks and pavement

RC2800

Grade and compact

RC2900

Install pavement tiles

RC3000

Perform Final Acceptance Inspection Demobilize remaining John Fatone, Neru Galonz, material, equipment and Danny Mondejar, Kent temporary site office Zonely

$5,000

RC3100

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 templates 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 projects 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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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 projects progress. In P3, baselines are defined as targets.

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

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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, lets update the schedule and specify these actual dates.
Activity ID RC1000 RC1100 RC1200 RC1300 RC1400 RC1500 RC1600 RC1700 RC1800 RC1900 RC2000 RC2100 RC2200 RC2300 RC2400 RC2500 RC2600 RC2700 RC2800 RC2900 RC3000 RC3100
Activity Name Actual Start

Contract Award Kick-Off Meeting Conduct initial site survey Prepare and submit engineering drawings Prepare and submit QA/QC plan Prepare and submit safety and environmental plan Procure construction materials and consumables Delivery of procured materials to site Establish temporary site office Equipments transfer to site Site survey on road Site grading and grabbing on road Application of aggregate base course material on road Application of MC1 for asphalt preparation on road Application of asphalt base course on road Application of asphalt wearing course on road Install curb stone and road pavement Survey sidewalks and pavement Grade and compact Install pavement tiles Perform Final Acceptance Inspection Demobilize remaining material, equipment and temporary site office

started 1 day after the planned start date started 2 days after the planned start date started 5 days after the planned start date started on the planned date started on the planned date started on the planned date started 3 days after the planned date not started not started not started not started not started not started not started not started not started not started not started not started not started not started not started

% Complete 100 100 10 15 18 14 20 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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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