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PRIMAVERAHow the world m ana ges projects

ning and~,heduling with P3

601 Training Manual

nmaverarojed Plan er

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Plann ing andScheduUngwithPrimaveraProjec tPlanner (P3 )

Training Manual601: Three-Day Course

PRIMAVE~A TRA IN ING MANUAL M AV NOT BE REPRODUCED W ITHOUT A W RiTIEN CONSENT FROM CROW N SYSTELTD .co .T " ., , , , 9 A 1 1r "'[1rnrn" V,I ' rnI tr rP f! 1111H , I '3 t j C i t y 'P h ilip p in e s lc l :H ].)6 \9 m J3 1 0 1 11 4 6)0 8 9 4)0 1 6 F a x :( 6 3 2 )a~II409 [ .ma i l n ' ; r, 1 3 ( o n@g !ob e . cO ! n . p h

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Fundamenta ls o f P ro je c t Managemen t

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Additional Layout Commands ~ ; 1-16

Fundamentals of Project Management 1-17

Establish ing the Projec t and S truc tu re s 21

..... , , 2-2

Setup Considerations 2-2

................. : ' ~ 2-3

Project Group : .:.: 2-3

Member Project ,......... . ~ 2-3

r~.aJJa.~,IU~ the Project Group .: 2'-4

Project Group 2-4

Member Project ; ' 2-4

".UCLU Jl UU to Apache Facility Expansion Project .' 2-5

Adding a Project to a Project Group 2-6

Creating the Project : ' 2-7

Developing the Coding Structure ; , 2-8

Project Definition 2-9

Structure of Organization 2-9Answer 2-10

Project Definition ' , 2-10

Structure of Organization ' ' " 2-10

............................................................. 2-11

Creating Project Codes ; . 2-12

Accessing Project Codes _ 2-12

Defining Project Codes 2-13

Assigning Values to a Member Project 2-14, ,

Using Project Codes " 2-14

Adding Project Code Values 2-15

PLANNING AND SCHEDULING W ITH P3 3 .0

" ~MAY NOT BE REPRODUCED WITHOUT A WRITTEN CON6ENT FROM CROWN SYSTEMS, LTD, co, < 4Streets 1221 Makatl Cliy. phliippines iel:753-3659' 753-3810.753-46.20. 894-3076 Fax: (632) 845-1409 .~. "

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Cours e Con ten ts

0 . , 2-16

Uses of Activity Codes ~ 2-16

Activity Codes Dictionary : 2-17

Building the Dictionary . ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17Ordering Code Values .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18

Activity ID Codes 2-19

Classifying Activity IDs 2-19

Establishing Projects within a Project Group 2-19

of the Activity Codes Dictionary . . . .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-20

Creating the Activity Codes Dictionary 2-21

Establishing the Project and Coding Structures 2-25

3-2

Characteristics 3-2

Defining Calendars 3-2

Standard Global Information 3-3Standard Daily Information 3-3

. ". ,. ._ . __ r-- -: for Defining Nonworktime : 3-4

Calendars Dialog Box ' , . . . . . . . . . . . . . . . . . . 3-4

Holidays List Dialog Box ' 3-5

Calendar 1: Five-Day Workweek 3.,5

Base Calendars : '.' 3-6

Creating a New Calendar : 3-6

.Standard paily Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 3-6

:lgntng Calendars to Activities 3-7

Methods for Assigning Calendars 3-7

Defining Project Calendars ~. . .. . . . . . . . . 3-9

Defining Calendars '.' . . . . . . . . . . . .. . . . . 3-11

AND SCHEDULING W ITH P3 3~O

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Add ing and Organ iz ing Ac tiv itie s 4 1

.an Activity? ',' ~, , 4-2

Activity Components 4-2

in the Bar Chart View 4-3Auto Increment , 4-3

Displaying the Activity Form 4-3

Adding Activities 4-3

DeletingActivities : 4-3

'",'---- '. :~ 4-4

Activity Types 4-5

Milestones .. ' 4-5

in PERT View, 4-6

Adding Activities ; ' 4-6

Calendar Assignments ' '.' 4-7

.Activity Data with Detail Forms ; 4-8,

Activity Detail Forms: ',,; 4-8

Saving Data 4-8

Modifying Activity Data 4-9

Adding Activities and Reassigning Calendars 4-11

Background ',' : : 4-11

Activities ' " ; ' ". . . . . . . . . . . . . . . . . . . . .. 4-15

Bar Chart .: : ' 4-15

Organize by Activity Code ~ 4-16

V. nu f' ID and Phase .' 4-17

Adding and Organizing Activities ' 4-19

PLANNING AND SCHEDUL ING W ITH P3 3 .

t"tUl'Vltw;t:KATRAINING MANUAL MAY NOT BE REPRODUCED WITHOI:JT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD, CO,~'~~".' ' ' ,C''_~:_. Rufino corner Valero Streets 1227 Maka tlCity.Phflippines Tel:753-3659' 753-3810 753-4620 894-3076 Fax: (032) 845-1409

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Cours e Con ten ts

~.::Ill::

~;~~

DefiningActivity Relationships 51 ~~~ ~ ~ - - - - - - - - - - - - - - ~ - - - - - - ~ - - - - - - - - - - ~ - - ~ - - - - - - - - - - - - - - - - - - - - - - - - -

5-2

Relationships ....................................................... 5-3

Finish to Start ; .' 5-3Startto Start , 5-3

Finish to Finish ~ 5-3

Start to Finish 5-3

t~tim[lsbipswith Lag 5-4

Lag : .. '. :'., . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . 5-4

Finish to Start with Lag . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4

Start to Start with Lag 5-4

Finish to Finish with Lag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5-5

Start to Finish : : 5-5

:,;;i;,,:,!,,!~"'''JU''"A''Jl6 Logic Ties/Relationships 5-6

Creating Relationships in PERT 5-6

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Creating Relationships in PERT .................................... 5-7

Creating Relationships Using the Detail Forms 5-7

Editing Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8

AddingRelationships 5-9Defining Activity Relationships 5-11

: l?i1,rUToJ.T',t lPass 6-2

...B~Lcklwal~dass ' : . . . . . . . . . . . . . . . . 6-3

...................................................................... 6-4

Total Float 6-4

Pass with equired Finish 6-5

Free Float : . . . . . . . . . 6-6

'\\': TRA IN ING MANUAL MAY NOT BE REPRODUCED W ITHOUT A W RIT IEN CONSENTFROM CROWN SYsTEMS .Towes - 98 Rufinocorner Valero Streets' 1227Makatl City, Phil ippines' Tel :753-3659 ,753-3810' 753-4620 ,894-3076, Fax:(632) 845-1409 ~ ..

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6-7 , . .

,.,., ,,s Relationships ' 6-8

........................................ , 6-9

Summary '.' 6-10

6-11.. 0 : ," I

. . . . . . . . . . . .. . . .. . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 6-12

a Project . .' : .' 6-13

Methods for Scheduling a Project. 6-13

Output Options' '.' .' : 6-13

~""'A:jL"''''''LU'' Statistics Report ~:- , 6-14

Sellen.me Statistics Report (cont'd) ' 6-15

Schedule Dates 6-16CI.iil:;$~:xer,cise4: Calculating a Schedule Manually 6-18

No Imposed Finish Date ' "~ .' 6-18

Imposed Finish Date of Work period 12 ' 6-18

No Imposed Finish Date '.' 6-19

Answers :............. 6-20

No Imposed Finish Date 6-20

Imposed Finish Date of Workperiod 12 , . . . . 6-20

v.. 'rr>..' .. Answers 6-21

No Imposed Finish Date , 6-21

Calculating a Schedule 6-23

Calculating the Schedule . ~ ' 6"'-25

App lying Constraints to a S ch edu le 7-1

' " 7-2

Using Constraints 7-2

Constraints ' 7-3

Constraint ~. . . . . . . . . . . . . . . ' 7-4

Applications ; 7-4

P LANN ING AND .SCHEDUL ING W ITH P 3 3 .0

MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS. LTD. CO.Valero Streets' 1227 Maket! City. Philippines' Tel:753-3659 753-3810 753-4620 894-3076' Fax: (632) 845-1409

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Course .contents

Constraint ' '. . . . . . . . . . .. 7-5

Applications .. ' '.' 7-5

V Ur>r",,.. FlnlshConstraint 7-6

Applications '. . . . . . . . . . . . . . . . . . . 7-6

m(l1Uon:al Constraints ' '.' 7-7Late Start 7-7

Early Finish 7-7

Start On 7-7

Mandatory Start and Finish 7-7...

. Zero Total Float r : 7-7

Zero Free Float ' ' '.' . . 7-7

Leveling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . 7-7

Log Detail Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8

Constraints :.......................... 7-9

Applying Constraints to a Schedule :: 7-11

Applying Constraints to a Schedule 7-15

A

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................... ' ' 8-9

8-9.............. " .

Situation 8-11

Multi-level: Levell 8-11Multi-level: Level 2 8-11

Situation 8-12

Customizing the Layout 8-13

Customizing the Layout ~ 8-19

Managin g Res ou rc es a nd Co sts 9 1

Project Management ; 9-2

Definition of a Resource ' 9-2

Project Management Elements '.' 9-3

Steps for Resource Management :_ ' 9~3

' " 9-4

Resource Dictionary 9-4

Defining Resources 9-4 .Resource Limits 9-5

.................. , ' 9-6

Cost Accounts Dictionary ' 9-7

Defining Cost Accounts ' " 9-7 .

Defining Resources and Cost Accounts 9-9

and Costs to Activities _ 9-13

Assigning Resources , ' 9-13

Calculations 9-13

Assigning Costs 9-14

Unit Price Cost 9-:-4

Unit Price Calculations ' 9-14

LUTI1P Sum Purchase ~ 9-15

P LANN ING AND SCHEDUL ING W ITH P3 3 .0

PRIMA\lFRA TRAINING MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD, CO, 9S-Rufino corn er Va lero Streets' 1 227 Makall City, Philippines' Tel:753-3659' 753-3610' 753-4620' 894-3076' Fax: (632)845-1409

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Course Con ten ts

Budget Summary 9-15

Assigning Resources and Costs to Activities 9-11

' AZ ,A!Uj ;; , by Resource or Cost Account .. ; , 9-21

Resource Use 9-22

Display Options " 9-23Managing Resources and Costs 9-25

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Tools for Analysis

Bar Chart Display

Schedule Statistics Report _ 10-3

Sh(lrte~nlIlghe Schedule 10-4

Tools for Analyzing the Critical Path 10-4

Filter " :. . . .. 10-5

Filtered Bar Chart with Relationships 10-5

Situation ': . . .. 10-6

Initial Schedule 10-6Refine Duration Estimates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 10-6

Parallel Activities ' 10-6

Overlapping Activities .. ': 10-6

Shortening the Schedule ,............... 10-7

10-11

Creating a Target : . . . . . . . . . . . . . .. 10-12

..................... ' ' 10-13

Bars ; 10-14

Types of Activity Bars ...................................... 10-14

Bars Dialog Box , " 10-],4

Creating an Activity Bar ~ 10-16

Text Placement Options .. , .', , , .. , , .. , . , .. , , s", , , " 10-17

tHI:SPF~IMt'VF"I'?,'A TRAINING MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD, CO, ' .. , ,

'

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Bars Dialog Box ; '.' .' ' 10-18

...."....,.~..,....__Analysis Layout . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . . 10-19

JU > ." ', ~aF.UpaProject .i.......................... , 10-20

1{e~t()~rl,1.ltgProject .' 10-21

Creating the Target Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-23

Upda ting th e Cu rrent Schedu le 111

.v ,'" .................... ~.",~ ' 11-2

Control Phase 11-2

Data Date .' 11-2

.......................................................... 11-3

".."'........,,''''. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . '. . . . . . . . ; . . . . . . . . . . . . 11-4

Activity Variables '.' 11-4

Resource Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11..,5

Calculations 11-5

Tips for Statusing , 11-6

Setting the Data Date 11-6

Using Spotlight 11-7.

Using Update Progress 11-8

Dragging the Data Date 11-9

Updating Activities Individually 11-9

an Activity to Completion ', . . . . .. . . . . 11-10

Activity in Progress 11-11

~.n .:,.. V.lU; Activity . . . . . . . . . '. . '. . . . . . . . . . . . . 11-12

and Resource Information ;.......................... 11-13Activity 11-14

+~':-"""".l~""""'~~~f6theroject 11-15

Specifying a Data Date 11-15

PLANNING AND SCHEDUL ING W ITH P3 3 .0

MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD. CO.7?::lHAt',"",Tn""". 98 Rufino corn er Val ero Stree ts' 1227 Maklitl City' Phllippines Tel:7533659 7533810 753-4620 8943076 Fax: (632) 8451409

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Cour se Con ten ts

.................................................................................................................. 11-16

'~"'., ,.. ""''''''''''''''Performance Data 11-17. . . . . . . . . .,.' .." .". . . .

'Store Period Performance .:.................................. 11-17

.,\(C};":V'!"'' ',A,'' 'U'.,,,Report by Phase : " 11-19

Comparison - Bar Chart " 11-20Loop 11-21

Statusing the Project ....................................... 11-22

Updating the Current Schedule 11-27

;re~ltIl1lgEffective Layouts ; c . 12-3

t::omrnUllllc;ateRelevant Project Data '.' 12-4

Format Columns , 12-4

Format Bars 12-5

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Study: APAC Facility Expansion Project 12-2

Focus on Specific Groups of Activities 12-5

1: Member Project Progress with Project Manager , 12-6, '

Background 1.2-6

Steps 12-6

Organize Dialog .. " 12-7

Display Options ' 12-7

2: 'Member Projects Summarized by Phase ' .' . . . . . . .. 12-8

Background 12-8

Steps ' " _ 12-8

Organize Dialog " " 12-10

Columns Dialog " 12-10Activities " 12-11

~., ...u.IU" for Summarizing Activities : 12-12

Summarize '. . . . . .. 12-12

Un summarize ; ',' " 12-12

xi

PRIMAVE~A TRAINING MANUA~ MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD, GO, . ~,:;(;~~tle tre ra 98 Rufino corne rValero Streets 1227 MakaUCity.P hllip pin es Tel:753.3659 753.3810 753-4620 894-3016 Fax: (632) 8451409 " - "8

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Activities due to occur within the next 3 months ' 12-13

Background ;' 12-13

Steps , ......... ' 12-13

Arrangement Tab 12-14

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Create a New Template '.' " A..:8

r +.;.,:;f,,,Box Ends and Colors .' A-lO

Proje c t D iscu ssions. '. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. B1s:0

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ncsnon 1: Establishing the Project Structures B~2

1: Creating the Activity Codes D~ctionary B-3

2: Defining Project Calendars B-5

3: Adding Activities and AsslgningActivity Codes .. : B-6. ,

4: Adding Relationships : '.' B-7

5: Calculating a Scheduling B-8

6: Applying Constraint to a Schedule B-9.. ..m..v J 7: Customizing the Layout ' ' B-IO

vy ' .Q ' J "K : SU ( . p8: Defining Resources and Cost Accounts B-ll

TRA IN IN G M AN UA L M AY N OT BE REPRO DU CED W ITH OU T A W RITTEN C ON SEN T FRO M C RO W N S YS TeM S, LTD98 Rufinocomer Valero Streets 1227 Makatl City Phltlppines Tel:153-3659 ; 753-3810 753-4620 894-3076. Fax: (632) 845-'140.9

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. M AYNOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD. CO. ~-.-.sheets 1221' Makati City Philippines' Tel:753-3659' 7533810753-4620 894-3076 Fax: (632) 845-1409 ~

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P LANN IN G AND S CH EDUL IN G W IT H P 3 3 .0

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ndam entats of Proje ct Management

rpose and Ob jectiv es

This lesson introduces you to the basic concepts of projectmanagement and demonstrates how to move around the PrimaveraProject Planner (P3) windows. At the completion of this lesson, youwill be able to:

V Define a project

V List three elements of a project

V' Describe the two phases of project management

V' Start P3 and open a project

V Display a Bar chart and PERT view

V Create a layout

AND SCHEDULING W ITH P3 3 .0 11

THIS PRIMAVE~A TRAINING MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS. LTD. CO. ~Tower- 98 Rufino corner Valero Streets' 1.227 Makati City Philippines' Tel:753-3659 753-3810' 753-4620 894-3076 Fax: (632) 845-1409 's.~

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ndamenta ls o f P ro je c t Management

Managem en t C yc le

Closure Initiation,,,,,,tt,,,,

r

/....-_ ..

,,,,,,,,,,,

. . . . . . . . . . . . . . . . .. .............

P r o c e s s Process

Project-----_Management

Con tm l - - - - - - - - - \

Process ir-__ 1 \ I ' i I l P " " " PlanningProcess

P LANN IN G AND S CH EDUL IN G W IT H P 3 3 .0

PKII'AAVt:KATRAINING MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD. CO.~~~, .~---. - 98 Rufino corner Valero Streets ' 1227Makat lCity Phi lippines' Tel :753-3659' 753-3810 753-4620' 894-3076' Fax: (632)845-1409

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Le ss on 1 : Fund amen ta ls o f P ro je ct Managemen

Man~gemen tP ro ce ss F low D ia gram

I n it ia t ion P roce s s TeamDeve lopmen t

Organizat ionCommi tmen t

: , [ ~ - - - - - - - -- " - - - . - - - -- - . - - - -- - - - - - - -- - - ' -- - - - - - - - r- ' " _ "_ " ' _ ' ' _ ' '- - _ ' _ - - - ,

ScopeDefinition

P la n n in g P ro c ess

Schedu l eDeve lopmen t

Cos tEst imating

ResourcePlanning

Con t ro l P r o ce ss

Yes

No

Project

Close-ou tC lo su re P r oc e ss

Administrat iveClose-ou t

Pro jec tComple t ion

f',.. 1}iIS iPRIMAliEJ;:A TRAINING MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD, CO.Rufino corner Valero Streets 1227 Makatl City' Philippines' Tel:753-3659 753-3810 753-4620 894-3076 Fax: (632) 845-1409

Ernall:primacon@globe.com.ph

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o f P ro je ct Ma na geme nt

A project is a group of tasks performed in a definable timeperiod, tomeet a specific set of objectives.

What is aProject?

I

L1~ !~Start

I IIII BudgetStop

One-time'event

Task ListDeliverable

.. Unique, one-time event

.. Specific start and end dates

.. Workscope with definable tasks

.. Allocated resources'

... Projected budget or cost

.. Tangible set of deliverables

BU

Resources

PLANNING AND SCHEDULING WITH P33 .0

/

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le ss on 1 : F u nd amen ta ls o f p ro je c t Mana geme

E lements of a P roje ct

'. Schedule, resource,and cost data are the primary elements ofproject management.'

Elements are interrelated: a change in one affects the others.

Schedule

ProjectManagement

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t: Fundamenta ls o f P ro je c t Management

During the control phase, you record progress on activities, resourceuse, and costs incurred relative to the data date.

The data date is the' "time now" or the date up to which progressis reported and from which remaining work will be scheduled.

HData DatElj,

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Time

ResourceQuantity(Person-Days)

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Time

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Time

PLANNING AND SCHEDUL INGWITHP 3 3 .0

TRAININGMAf'.JUAL MAY NOTSE REPRODUCEOWITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD. CO.Rufino cornervaero Streets '1227 Makat iCity' Phlllppjl'lYS' Tet:7533659 7533810 753-4620 894.3076 Fax: (632) 845.1409

email :pr lmacon@globe.com.ph

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le sso n 1 : F un dame nta ls of P ro je ct Man ag eme

P rogram Group'

After installation, P3 provides you with the following programs:

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II-

Program Name

Primavera Look

Netset

Endpoint Manager

Interproject Relation-ships

Uninstall

Web Publishing Wizard

Metafile Viewer

MPX Conversion

UtilityP3 Readme

P3 Setup Help

Description

Enables you to customize reports and graphics

Enables the network administrator toregister users and assignaccess. rights

Enables you to add to the list of available endpoint symbols foractivity bars in P3

Enables you to connect projects by assigning relationships betweenindependent projects or project groups

Enables you to remove P3 and its associated applications from yourcomputer

Enables you to create a series of HTML documents based on theprojects and reports you specify. You can transfer these documentsto either the World Wide Web (using FIP) or your office intranet,and view them using an Internet browser.

Enables .you to link or embed Windows metafiles in P3 layouts

Enables you to convert Microsoft Project .MPX files to P3 format

and vice versaContains late-breaking information about P3, changes to thedocumentation, and details about new features in P3

Provides help for the P3 Setup program

1-9

PRIMAVE~A TRAINING MANUAL MAY NOT; BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS. LTD. CO. J,jTower 98 Rufino corner Valero Streets' 1227Makall City Philippines' Tel:753-3659' 753-3810.753-4620.894-3076' Fax: (632) 845-1409 ~E-mail:primacon@globe.com.ph. '"

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o f P ro je ct M an ag em e nt

.. Double-click the Primavara Project Planner icon.- or-

Use the taskbar:e' Choose S ta rt, P rograms , P rimavera , P rimavera P ro je ct P lanner.

Enter the username .and password.

The initial username and password are established duringinstallation.

Additional usernames and passwords are created in Netset.

PLANN ING AND SCHEDULING W ITH P3 3.0

TRAINING MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD. CO.Rufino corner Valero Stre ets 1227 Makall City, Philippines Tel:753-3659 753-3610 753-4620 894-3076 Fax: (632) 845-1409

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Lesson I;

Ope.nh ig anExistingProject

ooc : i~vi2:illf-(f)

> -(f)

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C~LL

I-2us r .2C< ..2u

~gChoose File,Open.

+ Access projects on a different drive or folder path~

Mark the Exclusive checkbox to restrict access to one user for

the project.

+ Select a project group or project.

+ Open up to four projects at one time.Displaying the ProjectOverview

,&Planning andcontrol /

c l Duration and resources

d. Activities and relationships

2. Schedule, resource, and cost data are:

a. Independent of each other

(l>~)nterrelated -:.."..",..

c. Mandatory for project planning

d. Functions of project control

3. The critical path is:

a. A forecast of all the project's activities

,b. An indicator of key milestones in a project

/" 6/The path of activities through a project that determines theproject's end date "

d. All of the above

4-/4 . How many projects can be open at one 'time? _5. General information about a project is listed in the

, ~V?;rvVl~ 1 - ' 1 [ )-1! l

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Rev iew Answers

1. b

2. b

3 . 'c

4 . 4

5. Overview

P LA NN IN G AND S CH EDUL IN G W IT H P 3 3.0

MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD, CO,-.1221 MakatlCity. Phillp!yilieS Tel:753-3659' 753-3810.153-4620. 894-3076' Fax: (632) 845-1409

E-mall:prlmacoo@gfobe.com.ph

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s:a.

lis h in g th e P ro je c t a n d C o d in gJc)0l-0>(/)~

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@ !3g~o0:30 :: .S0. a.w,g.0:::;:wa.en'1 -60._Zro>-"lil: :E~r- . . . "_IN

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~~Zro< 1 : : : :0: : C IlI-- E : 8 .ffig> """~~0::0>0.'

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Before you set up a project, consider the following:

Is the project so large that it would be easier to manage if

divided into smaller projects? Are different project managers responsible for different

pieces of the project?

Do you need to report across several projects?

Do you need to analyze the effect of shared resources?

Are standard project data structures in place at the companylevel?

PLANN ING AND SCHEDULING W ITH P3 3 .0

.~ . = :

PRIMA~ERA TRAINING MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS,l TO. CO.Towe,' 98 Rufino comer Valero Streets' 1227 Makatl City' Phif ipplnes Tel:7533659 7533810 7534620 8943076 Fax; (632) 8451409

Emall:primacon@globe.com.ph .

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le sso n 2 : E stab lish ing th e P roje ct a nd C odin gStructur

G roup/Project .

Proje c t G roup ' Consists of the detailed activities from defined member projects,as well as its own activities

+. Simplifies the management of multiple projects

+ Summarizes and organizes information at different projectlevels

Ensures consistency among project data structures:

Project codes' ...

Activity codes

Calendars Resources

Cost accounts,

Custom data items

Work breakdown structure (WBS)

Portion of a project group

Managed and controlled independently Reflects changes made to its member projects

2-

"'KIlIAAVI--~I'A TRAINING MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD. CO. ~'fower 98 Rufino corner Valero Streets 1227 Makall City' Philippines' Tel:753-3659 753-3810' 753"4620 894-3076 Fax: (632) 845-1409 ~

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Esta b lish in g th e P r o je c t a n d Cod in g S tr uc tu re s

n 9 the P ro jec t G ro up

.r >:C ustom D ata Item s

P ro je ct C o de s

A c t iv ity C o d e s

Ca l e nd a r s

Re sou r c e s

C o st A c co u n ts

P LANN IN G AND S CH EDUL IN G W ITH P 3 3.0

MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD. CO.corner Valero Streets 1227 MakaU City, Philippines. Tel:7533659 7533810' 753-4620 8943076. Fax: (632) 8451409

Email:prlmacon@globe.com.ph

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Le ss on 2 : E sta blis hin g th e P ro je ct a nd Codin g S tru ct

ln troduc tlon to Apache Fac ility Expans ion P ro je c t

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As a member of the project management team for Acme 0 8Pharmaceuticals, you, will use P3 to plan and control the Apache ~ l.Facility ExpansionProject (APAC). To best manage this project, a~!project group has.beenset up and an individual project will be ~ ~maintained for each of the three main systems. A different project ~ ~manager will be assigned to each of the projects. These managers 5 ~will be responsible for reporting to the Project Controls Coordinatorzs'. o :: :uAn architect/engineer (AlE) firm has been selected to do the designc ~and prepare the contract specifications, The 'AIE firm plans to hire a ~

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general contractor (GC) to build the building and a specialized 8~subcontractor to install the r~botics equipment. ~ ~

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E sta blis hin g th e P ro je c t a nd Codin g S tru c tu re s

Adding a P roje ctto a Proje ct G rou p

As part of the project team for APAC, you are responsible forcreating the initial schedule for the Conveyor System and thenperforming subsequent updates for the entire project.

Add the project CONY. This project will be part of the project groupAPAC. According to preliminary schedules, the project will start on

October 2,2000. The project's duration is estimated to be ninemonths. The project will be planned using a daily unit. Assume thata normal five-day workweek starting on Monday will be used.

P LANN ING AND SCHEDUL ING W ITH P3 3 .0

MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD. co.corner Valero streets 1227 Makall City Philippines Tel:753-3659 753-3810 753-4620 894-3076 Fax: (632) 845-1409

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Click in the Project Group field to select an existing project ~group, or create a new group by entering a new project name. ~

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2 7 !".. .

le sson 2 :Establishingth e P ro je c ta nd Cod in gStructures

.. Choose File , New.

Enter the project information.

Mark the Add This New Project to a Project Group checkbox.

. .Enter a two-character project ID to identify the project.

The two-character project ID can be all alpha characters oralpha-numeric ..:

NOTE : Use the Tab key or mouse to move from field to field.

AND SCHEDULING W ITH P33.0

MANUAL MAY NOTBE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD. CO. l~corner Valero Streets 1227 MakaU City' Philippines' Tel:753-3659. 753-3810' 753-4620 894-3076. Fax: (632) 845-1409 : ; ; :4I / JJ

E-mall:prlmacon@globe.com.ph

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Es tab lish ing the Projec t and,Cod ing S t ruc tu re s

Developing th e Coding S tru ctu re

The project manager needs to control the project from manydifferent perspectives. Project andactivity codes will be used toexpand the reporting capabilities. Although a portion of the projecthas already been planned; there are some additional reportingrequirements that need to be met.

,As part of Acme's project team, you will be involved in reviewingand entering the coding structures required for the project groupAPAC. '

Include in the coding structure thefollowing five codes: system,.phase, organization, department, and responsibility. The projectconsists of three systems: the Automated System; the BuildingSystem, and the Conveyor System. These systems will be managedas three independent projects, each with a different project manager:

Walter Allen, Lisa Gannon, and John Moyer: respectively. Commonreporting requirements will exist across all three projects. Theactivities will be grouped into the following phases: constructionphase, design phase, fabricate and deliver phase, installation phase,and start-up phase. The project managers and owner have decided tocontract out parts of the work to different organizations: anarchitect/engineer (AlE) firm, a general contractor, a subcontractor,a vendor, and the owner. Various departments will be affected by thework schedule. These departments include engineering, sales,

marketing, operations, programming, and purchasing. The ownerwill assign three people the responsibility of making sure work iscompleted: Ken Brewster, the facilities manager; Mary Wheeler, theoperations manager; and Lou Simmons, the equipment manager. Anew hire will be placed in charge of the Conveyor System.

PLANNING AND SCHEDUL ING W ITH P3 3.0

MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD. CO.corner Valero Streets' 1227 Makati City, Philippines' Tel:753-3659 753-3810 753-4620' 894-3076' Fax: (632) 845-1409

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Les so n 2 : E sta blis hin g th e P ro je ct a nd Cod in g S tru ct

th e Cod ing. S truc tu re(cont.)

The following diagram displays the existing project andorganizational structure as defined on the previous page. Use thisdiagram to determine the code lengths and. code values.

ProjectDeflnltlon

Apache FacilityExpansion

Wa l le r A l le nNY

L I sa G a n n onA pa ch e, N Y

AutomatedSystem _

BuildingSystem

Structureo fOrganization

J oh n M o ye rA p ac h e. N Y

ConveyorSystem

Project 10 _l.enqth = _ _

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Est ab lish in g t he P r o je c t a n d Cod in g S tr uc tu re s

E x e rc is e A n sw e r

Apache FacilityExpansion

Project ID !: ! ~ ~.------'="-'----, Length = _2_

Phase!:' ! :! ~ ~Length =_1_

Organization Q B ,-----'-""--, Length= _2_

Responsibility ~ ~ ~Length=_3_

P LANN IN G AND S CH EDUL IN G W IT H P 3 3.0

MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD. CO.98 Rufino corner Valero Streets 1227 Makatl City Philippines Tel:753-3659 753-3810 753-4620 894-3076 Fax: (632) 845-1409

E-rnall:primacon@globe.com.p~

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L esson 2 : E stablish ing th e P roje ct and C oding S tru ctu re s

.Project codes provide a way to track user-specified characteristics atthe project level. Project codes must be established at the projectgroup level. Project code values can then be assigned to a memberproject and/or the project group. Project codes are used to:

Categorize or organize member projects

Group, filter, sort, summarize, and report across memberprojects

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If)O Jc.0.g:cn,

Specfo). Master Control Console

Spec for ;Robotic Equipment

TRAINING MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD. CO. " 98 R"ufinocorner Valero Streets' 1227 MakatlCity Philippines' Tel:753-3659 753-3610 753-4620 894-3076 Fax: (632) 645-1409

;-mail:primacon@globe.com.ph

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E sta blis hin g th e P ro je ct a nd . C o din g S tru ctu re s

Define project codes at the project group level.

Define project code values at either the project group or memberproject level.

Assign project code values to the appropriate project.

Project codes may be accessed in two ways:

Project Overview dialog box (when opening a project)

Data menu (from within a project)

Choose File , Open.

Select the desired project group.

Click Overview.

Click Project Codes.

Projec t codes

Click the Project Code Definition tab.

PLANN ING AND SCHEDUL ING W ITH P3 3.0

TRAINING MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSEI,r FROM CROWN SYSTEMS, LTD. co.98 Ru1ino corner Valero St reets ' 1227 Makat i City Philippines Tel:753-3659 753-3810 753-4620 894-3076 Fax: (632) 845- J409

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le ss on 2 : E sta blis hin g th e P ro je c t a nd Codin g S tru c tu re

DataMenu + From within a project group, choose Data,Proje c t Code s .

Click the Project Code Definition tab.

By default, each project 'group contains, 10 project codes.

.. ' Create a new code by modifying one of the existing codes.

Ten codes must always exist within every project group.

Specify an unlimited number of values per project code.

.. Enter the value and description.

Each value can be 10 characters in length.

Use the Order field to specify the sequence in which the valuesappear in layouts or reports.

NOTE: Project code values may be added or deleted at the memberproject level. P3 automatically updates the Project CodesDictionary in the group.

s:0

- . .~TRAINING MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS. LTD, CO, 4 S8 Rufino corner Valero Streets; 1227 Makatl City' Philippines' Tel;753-3659 753-3810 753-4020 894-3076 Fax: (032) 846-1409 ;"I .

E-mail;primacon@globe.com.ph . . ~,

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Es tab lis h ing the P ro je c t and Cod ing S tr uctu r es

Choose File , O pen.

Highlight the member project and click Overview.

Click Project Codes. .

Click the Valuesfor (project) tab.

Click the right mouse button in the Value cell of the desiredproject code.

.Select a project code value from the drop-down list box.project (j)::;!

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NOTE: All activities in the member project assume the project codevalues assigned in the Value column.

USHU] ProjectCodes

Group, filter, sort, summarize, and report using project codes.

Display project code values in an activity column.

Code values may be viewed, but not modified.

P LANN ING AND SCHEDULING W ITH P3 3 .0

I-'Rlr"'AVI::HA TRAINING MANUAL MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT !'ROM CROWN SYSTEMS, LTD. CO."~,, ~ u~ v""...,."'_...._ 98'Rufino comer Valero Streets' 1227 Maka\l City, Philippines Tel:7533659 7533810 753.4620 894-3076 Fax: (632) 8451409

E-mall:primacon@globe.com.ph

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le sso n 2 : E sta blish in g th e P ro je ct a nd C od ing S tru ctu re s

Adding P roje ct Code Valu es

The projectgroup APAC consists of three systems: the AutomatedSystem, the Building System, and the Conveyor System. Thesesystems will be managed as three independent projects, with threedifferent project managers: Walter Allen, Lisa Gannon, and JohnMoyer.

t. Add the following values to the Project Location code.Table 3: Project Location Code and Values

Code Value Description

APACHE Apache, NY

SAN DIEGO San Diego, CA

CHICAGO Chicago,IL

2.. Assign each project manager and the project location to theappropriate member project. Use the table below.

Table 4: Project Code Value Assignments

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Initiate Automated System

i3f!\!\ii!ii!lJ!ll 'f Design Automated System

1! .~~@ l i ilm ! l l ! i! l l ! ll ! i !l l@ l i~_! ! l l ,7 !7 - - - 'I I '' frepare Spec for Master Control Console

&_Mi!!11\7 'f Prepare Spec for Robotic Equipment

~

Break'Ground for Construction

LJ i

Organize a layout.'

Groups activities into specific categories

Select and summarize activities.

Color and pattern bars by code value.

Order activities by code.

,. Create reports and graphics.

P LANN ING AND SCHEDUL ING W ITH P3 3 .0

PRIM AVER,I} TRA IN IN G M AN UA L M AY N OT BE REPRO DU CED W ITH OU T A W RITTEN C ON SEN T FRO M C RO W N SYS TEM S, LT98 Ru fi no co rn e rValero Streets 1227 Makati City Philippines' Tol:753-3659' 7533810753-4620894-3076 Fax: (632) 8451409

E-mail:prlmacon@globe.com.ph

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le ss on 2 : E sta blis hin g th e P ro je c t a nd Codin g S tru c

s:aE

ai.

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5z~> -~ ::21...J~ .: : : Jz;'2.( ! ) rr"r~ Tower 98"Rufino corner Valero Streets 1227 Makatl City Philippines Tel:753-3659 753-3810 753-4620 894-3076 Fax: (632) 845-1409

E-rnall:prlmacon@globe.com.ph

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le ss on 2 : E sta blis hin g th e P roje ct a nd Co din g S tru ctu

Ac tiv ity IDCodes

ClassifyingAc tiv ity ID s

Click the Activity ID tab in the Activity Codes Dictionary.

Build intelligence into the activity ID.

Use to sort and organize activities.;

Create a maximum of four activity ID codes per project.

Enter up to a four-character activity ID code name.

Use a maximum length of 10 characters.

Define an unlimitednumber of values per activity ID code.

The first two characters of an activity ID identify the project. SUBP is automatically created at; the first code within the

activity ID.

The first two characters are created when a new project isassigned to a project group.

219 iI

PRIMAVE~A TRAINING MANUA~ MAY NOT BE REPRODUCED WITHOUT A WRITTEN CONSENT FROM CROWN SYSTEMS, LTD, CO, ~T ow er- 98Rufino corner Valero Streets 1227 M a ka ti C lty -Philippines' Tel:753-3659 753-3810 753-4620 894-3076 Fax : (632) 1345.1409 ~~

E-mail:prlmacon@globe.com.ph ..

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