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8/4/2019 Lessons 1 7Rev2
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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)
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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
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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
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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
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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
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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
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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
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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
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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
Lesson 1: Introduction to Primavera
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Lesson 1:
Introduction to Primavera
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Lesson Objectives• Describe P6
Lesson 1: Introduction to Primavera
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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.
Lesson 1: Introduction to Primavera
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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.
Lesson 1: Introduction to Primavera
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Lesson 2:
The Project Life Cycle
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Lesson Objectives• Review the relationship between Primavera and the
Project Life Cycle
Lesson 2: The Project Life Cycle
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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
Lesson 2: The Project Life Cycle
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Lesson 2: The Project Life Cycle
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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
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Lesson 2: The Project Life Cycle
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
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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.
Lesson 2: The Project Life Cycle
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#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.
Lesson 2: The Project Life Cycle
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Amin Yusoff Amin Yusoff
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Lesson 3:
Enterprise Project Structure
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Lesson Objectives• Describe the components that comprise the Enterprise
Project Structure
• View the EPS
Lesson 3: Enterprise Project Structure
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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.
Lesson 3: Enterprise Project Structure
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
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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.
Lesson 3: Enterprise Project Structure
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Opening the EPSTo review live AU/SU master data in P3E.
Lesson 3: Enterprise Project Structure
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Opening the EPSTo review live Function master data in P3E.
Lesson 3: Enterprise Project Structure
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Opening the EPSTo review live AU/SU category master data in P3E.
Lesson 3: Enterprise Project Structure
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Opening the EPSTo review live Maintenance category master data in P3E.
Lesson 3: Enterprise Project Structure
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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.
Lesson 3: Enterprise Project Structure
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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.
Lesson 3: Enterprise Project Structure
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Lesson 4:
Data, Navigating, and Layouts
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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
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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
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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
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Enterprise/Project-Specific Data The following types of data are enterprise as well as project-specific:
Calendars
Reports
Activity codes
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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 .
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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.
Lesson 4: Data, Navigating, and Layouts
1
2
3
4
5
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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.
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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.
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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.
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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.
Lesson 4: Data, Navigating, and Layouts
Table 2: Activities Window
Steps1. Confirm you are in the Activities window. (Or in the Directory bar, click
Activities.)
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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
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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.
Lesson 4: Data, Navigating, and Layouts
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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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
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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.
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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.
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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.
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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.
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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
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Lesson 5:
Creating a Project
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Lesson 5: Creating a Project
Lesson Objectives• Create a project
• Navigate in the Projects window
• View and modify information in Project Details
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Lesson 5: Creating a Project
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.
Assign resources and costs.
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.
Assign resources and costs.
Copy/paste:
Select elements of an existing project you want to copy to a
new project.
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Lesson 5: Creating a Project
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.
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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.
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Create a New Project Wizard (Cont.)
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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Create a New Project Wizard (Cont.)
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.
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Create a New Project Wizard (Cont.)
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.
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Lesson 5: Creating a Project
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
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Lesson 5: Creating a Project
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.
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Lesson 5: Creating a Project
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
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Lesson 5: Creating a Project
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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Lesson 5: Creating a Project
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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Lesson 5: Creating a Project
Steps
1. Click the Dates tab.
2. In the Data Date field, confirm ll-Jan-10.
Project Details (Cont.)
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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Lesson 5: Creating a Project
Steps
1. Click the Notebook tab.2. In the Notebook Topic section, click Add.
Project Details (Cont.)
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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Lesson 5: Creating a Project
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.
Project Details (Cont.)
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Lesson 5: Creating a Project
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.
Project Details (Cont.)
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.
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Lesson 5: Creating a Project
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.
Project Details (Cont.)
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
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Lesson 5: Creating a Project
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.
Project Details (Cont.)
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.
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Lesson 5: Creating a Project
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
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Lesson 5: Creating a Project
#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.
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Lesson 6:
Work Breakdown Structure
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Lesson 6: Work Breakdown Structure
Lesson Objectives• Define a Work Breakdown Structure
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Lesson 6: Work Breakdown Structure
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
Work Breakdown Structure
Define a Work Breakdown Structure
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“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?
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Lesson 6: 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
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Lesson 6: Work Breakdown Structure
Work Breakdown Structure
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Lesson 6: Work Breakdown Structure
WBS Coding Structure
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Lesson 6: Work Breakdown Structure
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.
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Lesson 7:
Adding Activities
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Lesson 7: Adding Activities
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
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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.
Lesson 7: Adding Activities
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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.
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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.
Lesson 7: Adding Activities
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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.
Lesson 7: Adding Activities
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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.
Lesson 7: Adding Activities
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Steps
1. In the WBS field, click
2. Select the WBS, EP-North07, and then click
3. Click Next.
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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).
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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
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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.
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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.
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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.
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Adding an Activity via Activity Details (Cont.)
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.
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Adding an Activity via Activity Details (Cont.)
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>.
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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.
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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.
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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.
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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.
Lesson 7: Adding Activities
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
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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.
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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.
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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.
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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.
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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.
Lesson 7: Adding Activities
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
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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
Lesson 7: Adding Activities