Lessons 1 7Rev2

8/4/2019 Lessons 1 7Rev2

http://slidepdf.com/reader/full/lessons-1-7rev2 1/109

P3e Customized Training Materials

Brunei Shell Petroleum Company Sendirian Berhad

Owner: Mohammad Jaya (PM)

Author: Maria Caceres (PBS/1)Richard Linton (PBS/2), Amiruddin Talib (PBS/23)



Course 102Version 6.0

Contributors

Name Indicator

Maria Caceres PBS/1

Richard Linton PBS/2

Amiruddin Talib PBS/22

Vincent Liew SDB

Azren Taib EBS

Khurram Aleem PBS

Mohd-Jaini Ibrahim SEN/1

Mohd-Asrul Saniy SCO/2

Ali Abdul-Gani SCO/25

Mohamad Omar TSW/4111

Alymashrol Damit TSW/461

Suhaili Norzita TSW/443

Izwan Tarip SBS/5

Martiney Metali PBS/221

Colleen Lim Poh-Ling PBS/11

Geraldine Goh Crown System (S) Pte Ltd

Joanne Jong EBS/x

2



Revision Record

This document is a joint creation with Crown System(S) Pte Ltd. It has a

maximum validity of five years from the last revision date. Within this period it

must be assessed for relevance and re-validated in accordance with theDocument Control Procedure.

Suggestions for further improvement in this document should be sent to the

Document Owner.

Distribution

The document owner is responsible for distribution control. The original

electronic version is stored in LiveLink and accessible via BSP OnLine web site.

Paper copies are only controlled if they are physically stamped “Controlled

Hard Copy” and signed by the related remote location document receiver (see

Section 2.6 of Document Control Procedure).

Notice and Warning

Copyright 2009, Brunei Shell Petroleum Company Sendirian Berhad

This document is the property of Brunei Shell Petroleum Company Sendirian

Berhad (BSP), Seria KB3534, Negara Brunei Darussalam. Circulation is

restricted to BSP and its designated associates, contractors and consultants. It

must not be copied or used for any other purpose other than which it is

supplied, without the expressed written authority of BSP.

Except where provided for purposes of contractual requirements, BSPdisclaims any responsibility or liability for any use or misuse of the document

by any person and makes no warranty as to the accuracy or suitability of the

information to any third party. Any misuse of the document is redressable by

BSP.

REV REVISION DESCRIPTION AUTHOR DATE

0.0Document Creation,

Review + Approval

Maria Caceres

(PBS/1), Richard

Linton (PBS/2),

Amiruddin Talib

(PBS/23)

July 2009

3

http://sww-livelink.bsp.shell.bn/GetDoc?DocumentNumbers=BSP-02-Procedure-001






Topics

Lesson 1: Introduction to Primavera

• Includes P3e Capabilities and Basic Infrastructure Architecture

Lesson 2: The Project Life Cycle

• Project Management Life Cycle

• Business Plan Process

• IAP Plan

• IAP Planning Horizons

Lesson 3: Enterprise Project Structure

• Enterprise Project Structure - Introduction to the EPS describing EP-BSP,EP-Play, Assets, Functions and Phases

Lesson 4: Data, Navigating and Layouts

• Enterprise Data

• Project Specific Data

• Enterprise/Project Specific Data

• Navigation Bar

• Opening an Existing Project

• Access Modes

• Activities Window

• Layouts

• Activity Layouts

• Opening an existing Activity Layout

• Gantt Chart

• Activity Usage Spreadsheet

• Activity Network• Activity Table

• Customizing a Layout

• Selecting Columns

• Using hint Help in Columns Dialog Box

• Displaying Activity Details

• Selecting Details Tabs

• Saving Layouts

• Closing a Project

4



Topics

Lesson 5: Creating a Project

• PEC Compliance

• Create New Project in BSP-Play area

• Project Window

• Project Details

Lesson 6: Work Breakdown Structure

• Work Breakdown Structure – Introduction

Lesson 7: Adding Activities

• Activity Components

• Adding Activities

• The New Activity Wizard

• Adding Activities via Activity Wizard

• Assigning Activity Type

• Completing the New Activity Wizard• Adding an Activity via Activity Details

• Adding an Activity via Columns

• Activity Codes

• Calendar Types

• Calendar Assignments

Lesson 8: Creating Relationships

•

Network Logic Diagram• Relationship Types

• Relationships with Lag

• Creating Relationships in the Activity Network

• Creating Relationships in Activity Details

• Viewing Relationships in Gantt Chart

5



Topics

Lesson 9: Scheduling

• Critical Path Method Scheduling

• What is Data Date - Changed only by IAP Leader

• Scheduling Concepts

• Scheduling a Project - To be done during any updates

• Driving Relationships

Lesson 10: Assigning Constraints• Commonly used constraints

Lesson 11: Formatting Schedule Data

• Grouping Data

• Sorting Activities

• Filtering Activities

• Creating a Filter

•Using Multiple Filters

Lesson 12: Roles and Resources

• Defining Roles

• Defining Resources

Lesson 13: Assigning Resources

• Steps for Resource Management

•

Assigning Resources from the work center which is BSP specific

Lesson 14: Analyzing Resources

• Resource Analysis Settings

• Resource Usage Profile

• Displaying the Resource Usage Profile

• Formatting the Profile

• Formatting the Timescale

6



Topics

Lesson 15: Optimizing the Project Plan

• Analyzing the Project

• Analyzing Schedule Dates

• Shortening the Project

• Analyzing Resource Allocation

Lesson 16: Baselining the Project Plan

• Baselines - Quarterly(ST) or Monthly (VST)• Creating a baseline

• Viewing Baseline Bars

Lesson 17: Project Statusing and Update

• Introduction

• The Data Date

• Updating Process

•Putting actual start and actual finish dates into the system

• Entering Actuals

• Statusing Milestones

• Statusing Completed Activities

• Statusing In Progress Activities

• Suspending an Activity

• Rescheduling the Project

• Controlling the Project

• Compressing the Schedule

Lesson 19: Earned Value Management

• Earned Value Management Definition

• Calculating Earned Value Labor Units

• Viewing Earned Value Labor Units

7



Topics

Lesson 19: Reporting Performance

• Methods for Performance Reporting

• Reports Window

• Running and Existing Report

• Report Wizard

• Saving a Report

• Creating a Report Using the Current Layout

Appendix A: Creating Output

Appendix B: SAP to P3e Mapping

Appendix C: BSP Workshop

Glossary

BSP Glossary

8



Course Objectives

This training is a P3e training that is customized specifically

for IAP in Brunei Shell. The main purpose of this training is to

learn the functionalities of the planning tool, P3e, in the

context of its usage in IAP. The main use of P3e as a planning

tool is NOT to build or create anything but mainly to view and

refine. All building and creation of activities SHOULD BE

DONE IN SAP.

For information on SAP training, please refer to the IAP

website or contact the Capabilities Coordinator, PBS/1


9



Lesson 1:

Introduction to Primavera

10



Lesson Objectives• Describe P6


11



Introduction to PrimaveraPrimavera Systems Inc. is the world's leading project and portfolio

management software company, providing the software foundation that

enables all types of businesses to achieve excellence in managing their

portfolios, programs, projects, and resources. It is estimated that projects

totaling more than $5 trillion in value have been managed with Primavera

products.

Primavera began in 1983 with the launch of PC-based software for

engineering and construction. Today Primavera is a diversified software

company that provides both desktop and enterprise-class solutions that

enable companies to prioritize, plan, manage, and measure the project

investments necessary to grow the business and service their customers.

Primavera SolutionsP6 - An enterprise-wide project planning, management and control solution

that enables organizations to meet budget and deadline commitments by

managing schedules, resources, and costs across all of their projects and

programs. P6 is the solution covered in this course.

P6 is used for planning, monitoring, and controlling projects. Project data isstored in a central database and can be accessed via client-server and the

Web.

Among P6's capabilities:

Enterprise-wide project management, resource management, and

portfolio analysis.

Personalized role-based dashboards provide quick visual indicators of

the health and status metrics of projects and programs, and help

determine which projects need help to get back on track.

Extensive project reporting, including industry-standard templates and a

customization wizard.


12



Primavera P6: Methodology ManagementAn integrated process improvement platform for delivering best practices,

lessons learned, and organizational standards in the form of project

templates, work product templates, and estimation metrics.

Create, capture, organize, and improve reusable components for building

future project plans.


13



Lesson 2:

The Project Life Cycle

14



Lesson Objectives• Review the relationship between Primavera and the

Project Life Cycle


15



Project Life CycleProject management is the process of achieving set goals within the

constraints of time, budget, and staffing restrictions.

Lessons in your curriculum may cover some or all of the processes in the

Project Life Cycle, as indicated below:

Each process can be broken down into these steps:

TakeCorrective Action

TakeCorrective ActionExternal

Changes

ChangeControl

Definethe Work

Planthe Work

Workthe Plan

CollectResults

MeasurePerformance

AnalyseDeviations


16




17

The five-years Business Plan plays a major role in BSP

The activity data is held in a One Plan database.

There are different IAP time periods which are in effect called Planning Windows.

The activity data is held at a consistent level of detail throughout the planning hierarchy.

Asset Reference Plan (Asset Lifecycle)

Business Plan (5 Years)

MT IAP Plan (2 Years)

ST IAP Plan (90 day)

VST IAP Plan(30 day)

DataManagement

+ ChangeControlProcess

Opportunities Register

EOFL5 Year2 Year90 Days30 Days

IAP Plans




2 yr Plan Horizon 90 d Plan Horizon 28 - 14 d Post-execution2 yr Plan Horizon 90 d Plan Horizon 28 - 14 d Post-execution2 yr Plan Horizon 90 d Plan Horizon90 d Plan Horizon 28 - 14 d28 - 14 d Post-execution

Integrated Activity Planning: Planning Horizons

18

IAP Global Process

Integrated Activity Planning (IAP) is the integration and rationalization of Plans

provided by different functions to achieve the most efficient use of resources,

avoid clashes and ensure attainment of company objectives.

Once the Business Plan (which covers the first 5 years of the Asset Reference

Plan) is approved, the rolling 2 year plan (Medium Term Plan) must be aligned

and adjusted accordingly. The Short Term (ST) Plan is an optimized view of the

first 90 days of the Medium Term (MT) Plan. The Very Short Term (VST)

schedule is an optimized view of the first 30 days of the Short Term Plan.

Note

For more information on the IAP process, please refer to the IAP website



IAP BSP Process

The Integrated Activity Planning (IAP) BSP model is aligned closely with Shell

Global's IAP Process. It is made out of a cooperation between Projects, Well

Services, Maintenance, Drilling and all the Assets. This process will ensure thatthe integration of functional plans are optimized, presented, approved and

executed. SAP and P3e are the integration planning tools in BSP.


19



#1 Get StartedBSP (Brunei Shell Petroleum) aims to be the top quartile performer globally.

Implementing IAP (Integrated Activity Planning) is the key enabler in this

desire. IAP is the integration and rationalization of plans provided by different

functions or departments into One Plan to minimize deferments, optimize

resources, avoid clashes and ensure attainment of company objective. The

tools we use to maintain our One Plan are SAP, P3e and IPFE.

BSP Directory has given the direction to ensure successful implementation of

IAP, which is part of the Top Quartile objectives

The IAP Lead Planner from the Central Asset Unit (AU) called AU North has theobjective to prepare the AU-VST Plan. The content of the Plan will comprise of

work orders and network orders which have been downloaded from the

separate functional activity plans.

The IAP Lead Planner will have to ensure that:

• Work orders and activities are aligned with the agreed ST-IAP execution

window.

• Shared resources are available.• Scheduled deferments are minimized by ensuring that deferment

activities are identified, agreed and synchronized.

• Work site clashes coming from unseen activities are managed priorities

and targets for the shift are set clearly.


20

Amin Yusoff Amin Yusoff



Lesson 3:

Enterprise Project Structure

21



Lesson Objectives• Describe the components that comprise the Enterprise

Project Structure

• View the EPS


22



Enterprise Project StructureThe Enterprise Project Structure (EPS) is a hierarchy used to organize projects.

The EPS is made of roots and nodes.

Each root in the EPS can be subdivided into many nodes.

Nodes represent different levels within the structure.

All projects must be included in a node.

Each node can contain an unlimited number of projects.

Projects always represent the lowest level of the hierarchy.

Placement of a project in the hierarchy determines the

summary level in which it is included.


EPSRoot

EPS

Node

Project

FEPSNode

EPSNode

EPS

Node

EPS

Node

Project

E

Project

D

Project

C

Project

B

Project

A

Level 3

Level 2

Level 1

23



Opening the EPSYou can use the Enterprise Project Structure dialog box to define the EPS.

Note

The project structure in BSP is aligned to the Global model.


24



Opening the EPSTo review live AU/SU master data in P3E.


25



Opening the EPSTo review live Function master data in P3E.


26



Opening the EPSTo review live AU/SU category master data in P3E.


27



Opening the EPSTo review live Maintenance category master data in P3E.


28



Benefits of the EPSThe EPS offers many benefits, including the ability to:

View project priorities, scope, budgets, and resources across the entire

project structure or within a specific node.

Manage projects separately while retaining the ability to roll up and

summarize data across multiple projects.

Each node acts as a master project, rolling up all "child" nodes

and projects.

A node can be opened to view all detailed activity information

from the "member" projects.

View resource allocation across projects.

Assign security at any level of the project structure to provide users with

appropriate access to project information. For example, Tim Harris can

view only the Construction node and its children.


29



Key ConceptsThe EPS is a hierarchy that represents the management and organization of

projects in your company.

In the EPS, the root is the top level and can be subdivided into nodes. Each

node represents a level in the project structure that can hold another node or

a project. Projects represent the lowest level of the hierarchy.

The EPS enables you to view project data across the entire project structure or

within a specific node.

Review Questions1. True or False: You are limited to five projects under each node.

2. True or False: You can open only one project at a time.

3. True or False: The placement of a project in the EPS determines the

summary level in which it is included.


30



Lesson 4:

Data, Navigating, and Layouts

31



Lesson Objectives• Describe enterprise and project-specific data

• Log in

• Open an existing project

• Navigate in the Home window and Activities window

• Open an existing layout

• Customize a layout

• Save a layout

Lesson 4: Data, Navigating, and Layouts

32



Enterprise and Project-Specific DataBefore logging in to Primavera, it is important to understand that a project

consists of a combination of enterprise data and project-specific data.

Enterprise DataEnterprise data provides the global structure needed to manage multiple

projects. It is available to all projects across the organization and provides the

structure necessary for centralized project and resource management.

Enterprise data is usually defined and maintained by a system administrator.

Examples of enterprise data:

Enterprise Project Structure (EPS)

Project codes

Resource codes

Admin categories and preferences

Resources

Cost accounts


33



Project-Specific DataProject-specific data is only available to the project in which it is defined.

Project managers define project-specific data to further control their projects.

Examples of project-specific data:

Dates

Work Breakdown Structure (WBS)

Activities

Activity relationships

Baselines

ExpensesRisks

Thresholds and issues

Work products and documents

Project Web site


34



Enterprise/Project-Specific Data The following types of data are enterprise as well as project-specific:

Calendars

Reports

Activity codes


35



Type a valid Login Name and Password to log in to Primavera. If you do not

know your Login Name/Password, contact your system

administrator.

Steps

1. Click Start, Programs, Primavera, Project Management.

2. Type a Login Name <planner>and Password <planner>.

3. Click OK .


36



Home WindowThe Home window is the starting point for navigation. It provides quick access to

enterprise data and project data.

To the left of the Home window is the Directory bar, which lists the 12 windows

within Primavera. Each window provides specific functionality to help you

manage projects. Click an item in the Directory bar to access it.

The table below lists key navigation items in the Home window. Numbers in the

table correspond to those in the screenshot.

Item Functionality

1. Title barDisplays current application and name of open

projects.

2. Menu bar Click to perform functions in Primavera.

3. Directory bar Click to display Primavera windows.

4. Navigation barMove between open windows, toggle the

Directory bar, and open Help.

5. Status barDisplays user's Login Name, data date of open

projects, access mode, and current baseline.


1

2

3

4

5

37



Navigation BarUse the Navigation bar to move back and forward to previously accessed

windows; return to the Home window; display and hide the Directory bar; and

to access Help for the current window.

The Navigation bar, which is turned on by default, can be toggled on/off in the

View menu by clicking Toolbars, Navigation Bar.


38



Opening an Existing ProjectThe Open Project dialog box lists all the projects you have access to open.

Open a single project, indicated by

Open a single node, indicated by

All projects under the node are opened.

Open multiple projects under different nodes.

Press Control-click to select more than one project.

Steps

1. In the File menu, click Open.


39



Opening an Existing Project (Cont.)

Access Modes You have the option to select an access mode prior to opening a project:

Shared - Multiple users can view, input, and change data. Thisis the default setting.

Read Only - You can view data but cannot input or changedata.

Exclusive - The current user is the only user who can edit dataon these projects. Other users can access these projects in

Read Only mode.

Steps

1. Select a project, North-WL-1, Wireline.

2. Click Open.


40



Opening an Existing Project (Cont.)

Activities WindowThe Activities window is used to create, view, and edit activities for open

projects. The table below lists key navigation items in the Activities window.

Numbers in the table correspond to those in the screenshot.

Item Functionality

1. Toolbar Displays icons that allow you to change look of layout.

2. Activity Table Displays activity information in spreadsheet format.

3. Gantt Chart Provides graphical display of activity progress over time.

4. Command bar Displays options for adding or removing activity data.

5. Layout Options bar Displays menu of available options for Activities window.

6. Vertical Split bar Drag bar to hide/show more information in each pane.

7. Horizontal Split bar Hide or show more information in top/bottom layouts.

8. Activity Details View/edit detailed information for selected activity.


Table 2: Activities Window

Steps1. Confirm you are in the Activities window. (Or in the Directory bar, click

Activities.)

41



LayoutsA layout is a customizable view of information, combining all the visual elements

that appear on the screen. Layouts are available in the Projects, WBS, Activities,

Resource Assignments, and Tracking windows.

Activity LayoutsThe Activities window provides the option of viewing data in top/bottom layouts.

Choose one of the following to show on top:

Activity Table

Gantt Chart

Activity Usage Spreadsheet

Activity Network

Activity Layouts Choose one of the following to show on bottom:

Activity Details

Activity Table

Gantt Chart

Activity Usage Spreadsheet

Resource Usage Spreadsheet

Activity Usage Profile

Resource Usage Profile

Trace Logic


42



Layouts

Opening an Existing Activity LayoutA variety of layouts are available to present activity data from different

perspectives. You can create user-specific layouts and project-specific layouts,

or use global layouts provided by your company.

After selecting a layout, you can click either Apply or Open.

Apply - Displays layout but keeps Open Layout dialog box

open.

Open - Displays layout and closes Open Layout dialog box.


Steps

1. In the Layout Options.bar, click Layout, Open.

If you make modifications to the current layout, you are prompted to

save those changes. In most cases, choose No.

2. When prompted to save changes to the layout, click No.

3. Select a layout, IAP7 WS WL Crews layout East

4. Click Apply.

43



Layouts (Cont.)

Opening an Existing Activity LayoutYou will select a different layout and then click Open, which displays the

layout and closes the Open Layout dialog box.

Steps

1. Select a layout, Classic WBS Layout.

2. Click Open.


44



Layouts (Cont.)

Gantt ChartThe Classic WBS Layout displays a Gantt Chart in the top layout and Activity

Details in the bottom layout.

The Gantt Chart is divided into two sections, Activity Table and Bar Area.

Activity Table - Displays activity data in columns.

Bar Area - Provides a graphical display of activity progress over the

duration of the project.


45



Layouts (Cont.)

Activity Usage SpreadsheetThe Activity Usage Spreadsheet displays unit, cost, or earned value data by

activity over time. Use this type of layout to review per period and rolled up

activity resource/cost data.

You can customize the timescale of the Activity Usage Spreadsheet:

Move the timescale to focus on a specific time period—

Point in timescale until cursor displays , and then slide

cursor left or right.

Expand the timescale to widen/narrow width of columns —

Point in minor date interval until the cursor displays or

right. and then slide cursor left or right.

Steps

1. In the Layout Options bar, click Show on Top, Activity Usage

Spreadsheet.

2. In the Layout Options bar, click Show on Bottom, No Bottom Layout.3. Expand the timescale.

4. Move the timescale to display June 2009.


46



Layouts (Cont.)

Activity NetworkUse the Activity Network to view the relationships between activities and the

logical flow of the activities in the project.

Left pane - Displays the WBS hierarchy.

Right pane - Shows a graphical display of activities and their

relationships.

Steps

1. In the Layout Options bar, click Show on Top, Activity Network.

2. In the Toolbar, click several times to get a closer look at the

activities.


47



Layouts (Cont.)

Activity TableThe Activity Table enables you to see project data in spreadsheet format. You

also can modify the columns displayed in the Activity Table to meet your

needs.

You can display the Activity Table on the entire screen if you want to analyze

data solely in a tabular format.

Steps

1. In the Layout Options bar, click Show on Top, Activity Table.


48



Customizing a LayoutThe Activities window can be customized and saved as a layout. Saving layouts

for future use allows you to quickly retrieve information.

The Layout Options bar is the centralized menu for layout

customization.

The following is a list of layout elements that are customizable:

Bars

Columns

Timescale

Table font and colors

Row height

Filters

Activity grouping and sorting

Top/bottom layouts


49



Customizing a Layout (Cont.)

Selecting Columns The Columns dialog box enables you to select columns to display in the

Activity Table and specify the order in which they appear:

Available Options section - Lists data items in groups or in list.

Selected Options section - Lists items you have chosen to

display.

Single arrows - Move highlighted data items to the othersection.

Double arrows - Move all data items to the other section.

Up/down arrows - Configure the order of the data items.

Click Edit Column to edit the selected item's title and choose its

alignment in the display.

Steps

1. In the Layout Options bar, click Columns.

2. In the Available Options bar, click Group and Sort By, List

3. Select a data item to display in the Activity Table, Job description.

4. Click to move the selected data item into the Selected Options

column.

5. Use the navigation arrows to configure the order of the data items asseen in the screenshot above.

6. Click Apply.


50



Customizing a Layout (Cont.)

Using Hint Help in Columns Dialog Box You can use Hint Help to view a definition for any data item in the

column list.

To move Hint Help, click and drag to desired location.

Steps

1. In the Available Options bar, click Hint Help.

2. Click a column heading, Job description.

3. In the Available Options bar, click Hint Help to disable the onscreen help

dialog box.

4. Click OK


51



Displaying Activity DetailsActivity Details displays detailed information for the activity highlighted in the

Activity Table or Activity Network.

Steps

1. In the Layout Options bar, click Show on Bottom, Activity Details.


52



Displaying Activity Details (Cont.)

Selecting Details Tabs The tabs displayed in Activity Details can be customized.

Steps

1. In the Layout Options bar, click Bottom Layout Options.

2. In the Available Tabs section, select Feedback.

3. Click to move the selected data item into the Display Tabs section.

4. Click OK.


53



Saving LayoutsLayouts can be saved and shared with other users to facilitate project

communication.

Use the Save Layout dialog box to save a layout in the Activities, WBS,

Projects, Assignments, or Tracking windows:

Layout, Save - Saves changes to the existing layout.

Layout, Save As - Prompts you to save the layout with a new name.

o Current User - Only the user creating the layout will have

access to it in the future.

o All Users - All licensed users will have access to the

layout (Global).

o Another User - A specified user will have access to the

layout. Note, however, that the current user will not

have access to the layout.

o Project - Apply the layout to any project that is currently

open in Primavera. Though project-specific layouts can

be applied to multiple projects, you can only select one

project at a time in the Layout Save As dialog box. After a

project-specific layout is saved, it can be viewed in the

Project band in the Open Layout dialog box.

Project-specific layout offers two advantages:Exported with the project when it is exported.

Enhanced organization of multi-user layouts.

Steps

1. In the Layout Options bar, click Layout, Save As.

2. Type a Layout Name <IAP7 WS WL Crews layout East (Sample)>.3. Verify Current Users selected in the Available to drop-down list.

4. Click Save.


54



Closing a ProjectClose the project when you are finished working with it. You are prompted to

verify that you want to close the project.

Closing the project takes you back to the Home window.

Steps

1. In the File menu, click Close All.

2. When prompted, click Yes.


55



Key ConceptsThe Home window is a starting point for navigating in Primavera.

Use the Navigation bar for quick access to Help, to display the Directory bar,

and to move forward and backward to previously accessed windows.

Choose to open a project in Read Only, Shared, or Exclusive mode.

A project consists of enterprise and project-specific data.

View activity data in the Activities window and customize the top and bottom

layouts.

Use layouts to easily view data specific to your needs. You can customize

layouts by selecting columns and by specifying top/bottom layouts.

Activity Details, arranged in tabs, displays detailed information for the activity

highlighted in the Activity Table or Activity Network.

Review Questions1. When you open a project in __________ mode, you are the only user

who can change data in that project.

a) Read Only

b) Shared

c) Exclusive

d) User

2. Which item is viewable from the Home window?

a) Directory bar

b) Command bar

c) Navigation bar

d) Status bar

3. True or False: A layout can be saved so it can be accessed by only one

user.

4. Which function displays onscreen definitions of project data items?

a) Home

b) Hint Help

c) Help

d) None of the above


56



Lesson 5:

Creating a Project

57




Lesson Objectives• Create a project

• Navigate in the Projects window

• View and modify information in Project Details

58




A project can be created using a variety of methods:

Create a New Project wizard:Create the project.

Create the Work Breakdown Structure (WBS).

Add activities.

Assign resources and costs.

Project Architect:

Create the project from a methodology (template).

Review and adjust the WBS.

Review and adjust activities.


Import a file:

Import a project using the following file formats:

o Primavera projects (XER).

o All Microsoft Project-related extensions (MPP, MDB,

MPD and MPT).

o Third-party project (MPX).

o Primavera Project Planner projects (P3).

Review and adjust the WBS.

Review and adjust activities.


Copy/paste:

Select elements of an existing project you want to copy to a

new project.

59




Steps

1. In the File menu, click New to launch the Create a New Project wizard.

2. In the Select EPS field, click

3. Select a node, EP-Play, EP-Play BSP, North Play and then click to assign

your selection.

4. Click Next.

Create a New Project WizardThe Create a New Project wizard can assist you in creating a project.

60



Create a New Project Wizard (Cont.)

Entering Project Name The name of the project is Wireline. You can shorten the name to create

the Project ID, EP-North-WL.

Project ID - Type a unique ID in this field.

Project Name - Type a new name in this field. (The Project Name

field does not require a unique name.)

Steps

1. Type a unique Project ID for the project <EP-North-WL>.

2. Type a Project Name <Wireline>.

3. Click Next.


61




Entering Project Start and End DatesUse the calendar to select Planned Start and Must Finish By dates for the

project.

The Must Finish By field is not mandatory. You can assign a project Must Finish

By date at any point in the project life cycle in the Dates tab in Project Details.

To navigate in the calendar:

When you launch the calendar, the current month/year is

displayed. To navigate to a different year, click theMonth/Year section in the calendar, and then use arrows to

scroll to the desired year.

Click the desired month and date, and then click Select.

Steps

1. In the Planned Start field, click

2. Use the calendar to specify a Planned Start date <11-Jan-10>.3. Click to select the date.

4. Click Next.


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Entering Responsible ManagerThe Responsible Manager, selected from the Organization Breakdown

Structure (OBS), is the individual responsible for the work.

The OBS is a hierarchical arrangement of an organization's project

management structure, either as roles or individuals. The OBS can be

configured to represent a detailed organizational breakdown (with employee

names) or a more general framework where departments, teams, or types of

responsibility are modeled in the structure.

Steps

1. In the Responsible Manager field, click

2. Select a Responsible Manager, Planner and then click to assign the

selection.

3. Click Next.


63




Selecting Assignment Rate TypeSpecify the Assignment Rate Type for new resource assignments. The default

rate type determines which price/unit is set on a resource. assignment. Values

in the Rate Type drop-down list reflect rate types defined in the Rate Types

tab in Admin Preferences

Steps

1. In the Rate Type drop-down list, confirm Commercial.

2. Click Next.


64




Create a New Project Wizard (cont.)

Steps

1. Click Finish.

Running Project ArchitectProject Architect helps you to create a project from an existing methodology

or project template. You will create the Wireline project anew, without the

use of a methodology.

Steps

1. Verify No, do not run the Project Architect Is selected, and then click

Next. The Wireline project has been successfully created

65




Projects Window The project has been created and opened.

To view high-level information about the project, navigate to the

Projects window, which displays the projects within the EPS that you can

access. You can also:

Open, create, and save project layouts.

Group projects by the Enterprise Project Structure, project

codes, or other project-related items.

Filter projects.

Modify column data.

66




Steps

1. In the Directory bar, click Projects.

ItemItem FunctionalityFunctionality

1. Toolbar Displays icons that allow you to change look of layout.

2. Layout Options

bar

Displays menu of available options for Activities

window.

3. Command bar Displays options for adding or removing activity data.

4. Bar area Graphical display of project progress over time

5. Project Table Displays project information in spreadsheet format

6. Vertical Split bar Drag bar to hide/show more information in each pane.

1

5

4

3

6

2

Project DetailsThe table below lists key navigation items in the Projects window. Numbers in

the table correspond to those in the screenshot.

Table 3: Projects Window

67




Steps

1. In the Layout Options bar, click Layout, Open.

2. If prompted to save changes made to the layout, click No.

3. Select a layout, Selected Tabs.

4. Click Open.

5. Select a project, WL - Wireline.

6. Verify the General tab is selected.

Project DetailsProject Details is located in the bottom layout of the Projects window. It can

be used to define the project properties and defaults that are applied to the

selected project

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Responsible Manager — Individual, selected from the OBS, who is

responsible for the project.

Risk Level — Indicates the overall risk in performing the project. You

can use the risk level to organize, filter, and report on projects within

the project structure. You can enter a value between Very High and

Very Low, the default is Medium.

Leveling Priority — User-defined rank of the project against all other

projects, based on its importance to the organization. You can enter a

value between 1 and 100. The highest rank is 1; the default is 10.

Check-out Status — Indicates whether the project is checked in or

checked out.

Checked Out By — Displays the user that checked out the project.

Date Checked Out — Indicates the date and time the user checked out

the project.

Project Web Site URL — Displays the project's Web site address.

Project Details (Cont.)

General Tab The General tab enables you to view or modify general information

about the selected project. Project ID, Project Name, and Responsible

Manager can be set when you create the project, or you can change

them here. The remaining fields are set by default.

Fields in the General tab:

o Project ID - Short, unique identifier for the project.

o Project Name - Name of the project.

o Status - Indicates project status based on the table

below

Table 4: Project StatusStatusStatus Indicates project is…Indicates project is…

Planned Being analyzed before establishing permanent plan.

Active Currently being worked on.

Inactive Completed or on hold.

What-if Used as test scenario.

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Steps

1. Click the Dates tab.

2. In the Data Date field, confirm ll-Jan-10.


Dates TabThe Dates tab enables you to edit date information for the selected project.

The Planned Start and Must Finish By dates can be set when you create the

project, or you can change them here.

Fields in the Dates tab:

Planned Start - Planned start date of the project.

Data Date - Date used as the starting point for schedule

calculations.

Must Finish By - Date indicating the desired project end date.

Finish - Non-editable field indicating the latest early finish date

calculated when the project was last scheduled.

Actual Start and Actual Finish - Non-editable field indicating

the actual start and finish dates of the project.

Anticipated Start and Anticipated Finish - Expected dates that

can be entered while planning the project at a high level.

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Steps

1. Click the Notebook tab.2. In the Notebook Topic section, click Add.


Notebook TabThe Notebook tab enables you to write, view, or edit project notes such as the

project's purpose, core requirements, or other project-specific details.

Fields in the Notebook tab:

Notebook Topic - List of topics assigned to the selectednode/project.

Detail - User-defined description of the selected topic. You canuse HTML editing features, including formatting text, insertingpictures, copying, pasting, and adding hyperlinks.

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Steps

1. Scroll down and highlight a Notebook topic. Change Request.

2. Click to assign the topic.

3. Close the Assign Notebook Topic dialog box.

4. In the Change Request section, type <Change of work scope due to lack

of resources>.

5. Press Enter on your keyboard.

6. If you desire single spacing, press Shift-Enter.

7. Type <Refer to the Change Request website for details >.8. Press Enter on your keyboard.


72




Steps

1. Click the Codes tab.2. Click Assign.

3. In Project Code: EP-RAM Rank, select a project code value, D4

4. In Project Code: EP-Project Category select a project code value, A1 and

then click to assign the selection.


Codes TabThe Codes tab enables you to assign project code values to the selected project.

Project codes allow you to group the projects in the EPS to specific

categories, such as location or division.

Unlimited hierarchical project codes are supported.

Allows for summarization of large amounts of information across

projects.

73




Steps

1. In the Search field in the Assign Project Codes dialog box, type <bra>,

and then click to assign the selection.

2. Close the dialog box.


Type Ahead and Search in Dialog Boxes The Search field in dialog boxes throughout Primavera offers a faster

alternative to scrolling through a long list of values:

Search - Type in the Search field and then press Enter to

search for a value.

Type ahead - Type in the Search field and, as you type, values

that match begin with the letters you have typed are

displayed in the dialog box.

Below, you will type ahead to find the project code, EP-Project Engineer,

code value Brad Pitt

74




Steps

1. Click the Defaults tab.

2. In the Activity ID Prefix field, type <BA>.

3. Verify an Activity ID Suffix, 1000, and an Increment, 10.


Defaults Tab The Defaults tab is divided into two sections:

Defaults for New Activities - Indicates the settings that will be

used when new activities are added to the project. Note that

changing these settings will not affect existing activities.

Auto-numbering Defaults - Sets how new activities will be

numbered in your project.

When the Increment Activity ID based on selected activity

field is marked, the prefix or suffix of the selected activity is

applied to the activity that is being added.

For the activities in the Wireline project, you will set the prefix to BA, and

verify the suffix as 1000 and the increment as 10. When adding activities, the

first activity ID will be numbered BA1000 the second activity ID will be BA1010

etc. This numbering structure relates activities to the project, which is

especially helpful when viewing activities from different projects.

75




Key ConceptsYou can create a project with the New Project wizard, import a file, copy an

existing file, or use Project Architect to create a project from an existing

template.

Once the project is created, use the Projects window to view high-level

information for projects you can access.

Use Project Details tabs in the Projects window to define default settings and

properties for the selected project, such as the anticipated start and finish

dates.

Review Questions1. Click the ____________ tab in the Projects window to change the

project's Planned Start date.

a) General

b) Defaults

c) Dates

d) Settings

2. True or False: The only way to create a project is to use the Create a

New Project wizard.

3. True or False: You must specify a date by which the project must finish.

4. In what tab can you specify auto numbering of Activity ID values?

a) Settings

b) Defaults

c) Dates

d) General

76




#2 Work Breakdown StructureThe work breakdown structure (WBS) consists of 5 functions: Projects,

Maintenance, Well Services, Drilling and Operations. The WBS is first created

in SAP. The activities will then be added to the WBS in SAP. Each SAP WBS is

further broken down according to the individual functions. The structure and

activities are then downloaded into P3e on a daily automated basis.

Besides activities in SAP, some activities will have to be manually entered in

P3e such as milestones, third party scopes, material delivery timings and so

on.

77

Amin Yusoff Amin Yusoff



Lesson 6:

Work Breakdown Structure

78




Lesson Objectives• Define a Work Breakdown Structure

79




Proper Scope Definition Is Critical To Project Success

“When there is poor scope definition, final project costs can be expected to be

higher because of the inevitable changes which disrupt project rhythm, cause

rework, increase project time, and lower the productivity and morale of the

workforce.”- Construction Industry Institute

What is a Work Breakdown Structure?

“A deliverable-oriented grouping of project elements which organizes and

defines the total scope of the project. Each descending level represents an

increasingly detailed definition of a project component. Project components may

be products or service.”- PMBOK


Define a Work Breakdown Structure

80

“Effective Project Control demands a structure upon which reporting can be consistent

and accurate.”

By identifying all elements required to complete the project, the possibility of overlookingan essential activity or item is reduced.

A WBS provides the vehicle for controlling and communicating project information, such

as the following, in a consistent manner.

• the Scope

• the Expenditure

• the Logic

• the Schedule

• the Structure

• the Progress

• the Commitments

• the Forecasts

Why have a Work Breakdown Structure?




Viewing the Work Breakdown Structure in P3e Each project has a unique WBS hierarchy.

The root level of the WBS is equal to the Project ID and

Project Name.

Elements within the WBS have a child/parent relationship, which means

that you can roll up and summarize information from the lower levels.

81

Project A

WBS 1 WBS 2 WBS 3

WBS 1.1 WBS 1.2 WBS 1.3Level 3

Level 2

Root/Level

1





82




WBS Coding Structure

83




Key ConceptsThe Work Breakdown Structure is a hierarchical arrangement of the products

and services produced during and by a project.

The highest level of the WBS is the project, and the lowest level consists of the

individual activities required for the deliverables.

Review Questions1. True or False: When you create a new project, the root level of the WBS

is created with the same name as the project.

2. True or False: When you add a new WBS element it is automatically

added at the same level as the highlighted WBS element.

3. True or False: Indentation keys can be used to adjust the structure of

the WBS hierarchy.

84



Lesson 7:

Adding Activities

85




Lesson Objectives• Describe an activity and its components

• Describe activity types

• Add activities

• Add a Notebook topic to an activity

• Assign activity codes to activities

86



ActivitiesActivities are the fundamental work elements of a project. They are the

lowest level of a WBS and the smallest subdivision of work that directlyconcerns the project manager.

Most detailed work unit tracked in a project schedule.

Contains all information about the work to be performed.

Also known as a task, item, event, or work package.

Activity Components

Note

ALL DEMAND ACTIVITIES will come from SAP. Non-Demand activities can be

created manually in P3e.


87



Adding Activities

Use the Activities window to create, view, and modify activities for theselected project.

To add an activity to a project, perform one of the following actions:

In the Command bar, click Add.

In the Edit menu, click Add.

Press Insert on the keyboard.

Right-click and click Add.

Steps

1. Open the Project EP-North07, Adding Activities.

2. Confirm you are in the Activities window. (Or in the Directory bar, click

Activities).

3. In the Layout Options bar, click Layout, Open.

4. Select a layout, Adding Activities and then click Open.


88



The New Activity Wizard

The New Activity wizard walks you through the process of adding an activity.Once you become familiar with the process, you can disable the wizard in

User Preferences and manually add activities to the project.

Steps

1. In the Edit menu, dick User Preferences.

2. Click the Assistance tab.

3. Mark the Use New Activity Wizard checkbox.

4. Click Close.


89



Adding Activities via Activity Wizard

While in the Activities window, you can click Add in the Command bar to addnew activities. The New Activity wizard appears only when you click Add in the

Command bar.

Steps

1. In the Command bar, click Add.


90



Adding Activities via New Activity Wizard (Cont.)

Type a unique Activity ID and Activity Name, for each activity that you add. You will assign theactivity to the EP-North07, Adding Activities element.

Steps

1. In the Activity ID field, verify AI000.

2. In the Activity Name field, type <WOW MUARA>.

3. Click Next.


91



Steps

1. In the WBS field, click

2. Select the WBS, EP-North07, and then click

3. Click Next.


92



Adding Activities via Activity Wizard (Cont.)

Assigning Activity Type Activity Type controls how an activity's duration dates are calculated.

Select the Activity Type according to the activity's function in the

project and the calendar that should be used for the activity during

scheduling.

Start Milestone - This type is typically used to mark the beginning of a

phase or to communicate project deliverables.

Zero-duration activity.

Only has a start date.

You can assign constraints, steps, expenses, work products, and

documents.

You can assign a primary resource.

You cannot assign roles.

Finish Milestone - This type is typically used to mark the end of a phase

or to communicate project deliverables.

Zero-duration activity.

Only has a finish date.

You can assign constraints, steps, expenses, work products, and

documents.

You can assign a primary resource.

You cannot assign roles.

Task Dependent -This type is typically used when the work needs to be

accomplished in a given time frame, regardless of the assigned

resources' availability.

The activity's resources are scheduled to work according to the

activity calendar.

Duration is determined by the assigned calendar's workweek.

Level of Effort - This type is typically used for ongoing tasks dependent

on other activities.

Duration is determined by its predecessor and successor

activities, and its assigned calendar.

Examples include clerical work, a security guard and meetings.

You cannot assign constraints. (Constraints are discussed in a

future lesson).


93



Steps

1. In the Activity Type drop-down list, select Start Milestone.

2. Click Next.

3. You will not add dependent activities or relationships at this time.

4. Verify No, continue is selected/ and then click Next.

5. Verify No, thanks is selected, and then click Next


94



Completing the New Activity Wizard

You have just added your first activity. You will not use the wizard to help you create additionalactivities.

Steps

1. Mark the Do not show this wizard again checkbox.

2. When prompted, click OK.

3. Click Finish.


95



Adding an Activity via Activity Details

You can use the Activity Details tabs to add an activity, and then enteradditional information about the activity. When adding an activity, first select

either the WBS band in which the activity will reside, or select an existing

activity in the WBS band.

Steps

1. In the Edit menu, click Add, or right-click and then click Add.


96



Adding an Activity via Activity Details (Cont.)

General TabUse the General tab to assign basic information about the activity, including

Activity Type, discussed earlier in this lesson.

Steps

1. In the General tab, verify the Activity ID, A1010.

2. In the Activity field, type <Asst. Crew Matl’s Transfer> and then press

Enter.

3. In the Activity Type drop-down list, verify Task Dependent.


97




Status TabUse the Status tab to define the selected activity's duration, constraint, Start

and Finish dates, labor and nonlabor units and costs, and material costs. You

can also use the Status tab to view the selected activity's float, actuals, and

completion percentages.

Steps

1. In Activity Details, click the Status tab.

2. In the Original Duration field, type <12> and then press Enter.


98




Notebook TabThe Notebook tab enables you to assign notes to an activity. Notebook topics

are typically instructions or descriptions that further describe the activity

according to specific categories of information.

Steps

1. Click the Notebook tab.

2. In the Notebook Topic section, click Add.

3. Select a Notebook topic, Anticipated Problems, and then click

4. Close the Assign Notebook Topic dialog box.

5. Type a description in the Anticipated Problems section <Transfer might

be delayed due to bad weather>.


99



Adding an Activity via Columns

You can use the columns in the Activity Table to add an activity and then enteradditional information about it.

Steps

1. Press Insert on your keyboard.

2. Verify the Activity ID, A1020.


100



Adding an Activity via Columns (Cont.)

You can use the columns in the Activity Table to add an activity and then enteradditional information about it.

Steps

1. In the Activity Name column, type <Demob = (30/06/09) TBA>.

2. In the Activity Type column, verify Task Dependent.

3. In the Original Duration column, type <9>.

4. Press Enter on your keyboard.

5. Note that the bar for activity A1020 increased in length after you typed

<9> in the Original Duration column.


101



Adding an Activity via Columns (Cont.)

Steps

1. In the Activity Table, select a WBS band, Office Building Addition -Adding Activities.

2. Right-click in the Activity Table, and then click Add.

3. In the Activity ID column, type <A-ADMIN>.

4. In the Activity Name column, type <Project Administrations>.

5. In the Activity Type column, select Level of Effort.


102



Activity Codes

Activity codes enable you to classify and categorize activities according toyour organizational and project needs.

You can use activity codes to view and roll up activities in the Activity

Table; build reports in the Report wizard or Report Editor; organize a

layout by grouping activities into specific categories; and select and

summarize activities. Examples of activity codes include Phase, Area, Site,

and Division.

Activity codes can be defined in three levels:

Global-level - Available to all activities in the database.

Create an unlimited number of global-level activity codes.

Organize activities within a project or across the project

structure.

EPS-level - Available to all activities within the EPS node and its children.

Create an unlimited number of EPS-level activity codes.

Organize activities within a project or across a portion of the

EPS.

Project-level - Available to activities only in the project in which the code

is created.

Create up to 500 activity codes per project.

Filter and organize activities based on unique, project-specific

requirements.

Each activity code (global, EPS, and project) may contain an unlimited

number of activity code values, which can be organized in a hierarchy.


Type Can be assigned to Number

Global- Level Activities in all projects Unlimited

EPS-level Activities within EPS in which code was

created, and EPS children

Unlimited

Project-level Activities in project in which code was

created

500

103



Assigning Activity Codes to an Activity

Assign activity code values in the Activities window.Add a column for the activity code in the Activity Table.

Use the Codes tab in Activity Details.

Steps

1. Select an activity, AI0I0- Asst. Crew Mantl's Transfer.

2. In Activity Details, click the Codes tab.

3. Click Assign.

4. Click expand the EP-Vessel activity code

5. Within the EP-Vessel code, select an activity code value, UV12- MV .

Permai SCO (Area Launch) and then click

6. Close the assign Activity Codes dialog box.

Note

IPP should use IPP-IPP Activity Codes in the live project.

ORS should use ORS codes such as EP-Location or EP-Vessel in the live project.

Milestone activities do not use activity codes.

Demand activities use the codes from SAP.


104



Assigning Activity Codes to Multiple Activities

Use the Command bar to assign an activity code to multiple activities

Steps

1. Select an activity, A1010- Asst. Crew Mantl's Transfer.2. Press Control-click to select another activity, A1020 - Demob =

(30/06/09) TBA.

3. In the Command bar, click Activity Codes.

4. Use the Search feature to look for the Activity Code: MUARA . Select and

then click

5. Close the dialog box.

6. Click in the Gantt Chart to unselect the activities, and then select

activities AI0I0 and A1020 to verify that the activity code value was

assigned.


105



Calendar Assignments

Calendars can be created and assigned to each activity and resource.Calendar assignments are used to schedule activities and level resources.

An unlimited number of calendars can be created.

The Activity Type determines whether the activity calendar or

resource calendar is used during scheduling.

Calendar Types There are three calendar types:

Global calendarContains calendars that can be used by all projects in the

database.

Available for all resources and activities in the database.

Resource calendar

Contains separate calendars for each resource.

Project calendar

Contains a separate pool of calendars for each project.

Available for the current project only.

Note

There are only 4 calendars used in BSP globally.

EP-5 Day Week 8 hrs day.EP-6 Day Week 10 hrs day.

EP-7 Day Week 12 hrs day.

EP-7 Day Week 24 hrs day.


106



Calendar Assignments

Use the Select Activity Calendar dialog box to select the calendar that isused for an activity in the project.

For example, in this project, the default calendar assigned to all activities

is the EP-7 Day Week 24 hrs day. You will view the available calendars on

the Asst. Crew Mantl's Transfer activity.

Steps

1. Select an activity, AI0I0 - Asst. Crew Mantl's Transfer .

2. Click the General tab.

3. In the Activity Calendar field, click

4. View the available global calendars, and then close the dialog box.


107



WORKSHOP: ADDING ACTIVITIES

BackgroundThe next step in planning the project is to continue adding activities. You will

insert a Notebook item for A1000.

Objectives

1. Open the Project EP-North07(1), Adding Activities Workshop.

2. In the Activity Table, add the Global Activity Code columns, EP-Location

and EP-Vessel, after the Original Duration column.

3. Add the following activities to the project:

4. Add an Anticipated Problems Notebook topic to activity A1000 and type

a description <Possible delay due to bad weather.>.

Note

Notebook Topic feature in P3e does not upload into SAP’s Long text.


Activity

ID/Name

Activity Type Original

Duration

EP-Location EP-Vessel

Code

Riser Repair Task Dependent

3 MUARA UV12

Pre-Shutdown Task Dependent

9 MUARA UV12

Shutdown Task Dependent

12 MUARA UV12

Post-Shutdown Task Dependent

15 MUARA UV12

DEMOB - TBA FinishMilestone

0 MUARA UV12

108



Key ConceptsThere are four ways to add an activity to a project: In the Command bar, click

Add; in the Edit menu, click Add; press Insert on the keyboard; or right-click

and click Add.

You can also enable the New Activity wizard to walk you through the steps of

adding activity information.

Activity Type controls how an activity's dates are calculated

Use activity codes to group activities by a common attribute.

Create an unlimited number of code values for each activity code.

Activity code types:

• Global-level - Available to all activities in the database.

• EPS-level - Available to all activities within the EPS node and

its children.

• Project-level - Available to activities only in the project in

which the code is created.

Review Questions

1. When the activity's dates are determined by the availability of theresources assigned to the activity, then the activity type is:

a) Task dependent

b) Resource dependent

c) Milestone

d) Level of effort


Documents

Lessons 1 7Rev2