PRIMAVERA (P6) PROJECT MANAGEMENT

LAB MANUAL

Engineer Muhammad Irshad Yehya Industrial Engineering Department UET Taxila

MODULE1:

INTRODUCTIONThis module contains: Primavera P6 Enterprise Project Portfolio Management How to start Primavera (P6)? Login to Primavera P6 Work Spaces: Navigate the Home and Activities windows Selecting a Language Open an existing project What is a Layout? Open an existing layout Using Hint Help Customize a layout Select Columns Displaying Activity Details Selecting Detail Tabs Save a layout Viewing the New Layout Closing a Project

PRIMAVERA (P6) ENTERPRISE PROJECT PORTFOLIO MANAGEMENT:Oracle's Primavera P6 Enterprise Project Portfolio Management is the most powerful, robust, and easy-to-use solution for globally prioritizing, planning, managing, and executing projects, programs, and portfolios. Primavera P6 Enterprise Project Portfolio Management is an integrated project portfolio management (PPM) solution comprising role-specific functionality to satisfy each team member's needs, responsibilities, and skills. It provides a single solution for managing projects of any size, adapts to various levels of complexities within a project, and intelligently scales to meet the needs of various roles, functions, or skill levels in your organization and on your project team.

HOW TO START PRIMAVERA (P6)? Start All Programs Primavera Project Management

LOGIN PRIMAVERA (P6):

P6 WORKSPACE: When you first open a project, the Home workspace displays the main functions available in the module. For example, click Activities to focus on activity data and customize layouts. The workspace for each main window consists of a menu bar, navigation bar, directory bar, toolbar, and command bar.The main windows in P6 have different functions, but the navigation options are consistent.

Home Window: The Home window is a starting Point for navigation through the various windows within P6.

1. Title bar- Displays application and open projects4. Navigation bar Standard navigation and opens Help

2. Menu bar Standard P6 functions5. Status bar General information

3. Directory bar Use to quickly display P6 windows

Table 1: Home Window

Activities Window: The Activities window is used to create, view, and edit activities for open projects. It can be divided into a top and bottom layout.

1. Toolbar Icons that allow you to format the layout.2. Command bar Options for editing data

3. Gantt Chart Graphical display of activities4. Activity Details View/edit detailed information about the activity

5. Horizontal Split bar Extends information on top and bottom6. Vertical Split bar Extends split view in top layout.

7. Activity Table Activities in spreadsheet8. Layout Options bar Menu of available formatting options.

Table 2: Activities WindowNOTE: For the Display of the different tool bars (i.e.: Navigation bar, Directory bar etc.): View Toolbars

SELECTING A LANGUAGE:Use the Set Language dialog box to select the language in which to display the information in menus, dialog boxes, and messages.

Select a language: To display the Set Language dialog box, choose Tools Set Language.

OPENING AN EXISTING PROJECT:Open Project Dialog Box: Lists all the projects you have access to open. By default, the projects are grouped by EPS. Open a single project, indicated by. Open a single Enterprise Project Structure (EPS) node, indicated by. All projects under the node will be opened. Open multiple projects under the same or different EPS nodes. Press Ctrl + click to select more than one project.

Access Modes:You have the option to select an access mode prior to opening a project. Read Only You can view data, but cannot input or change data. Shared Multiple users can view, input and change data. This is the PE default setting. Exclusive The current user is the only user who can edit data on these projects. Other users can access these projects in Read Only mode.

WHAT IS A LAYOUT?A layout is a customizable view of project information. The layout is a combination of all the visual elements that appear onscreen. The Activities window provides the option of viewing data in top/bottom layouts. Choose one of the following layout types to show on top: Activity Table Gantt Chart Activity Usage Spreadsheet Activity Network Choose one of the following layout types to show on bottom: Activity Details Activity Table Gantt Chart Activity Usage Spreadsheet Resource Usage Spreadsheet Activity Usage Profile Resource Usage Profile Trace Logic

OPENING AN EXISTING LAYOUT:You can choose from a number of layouts to present your project from different perspectives. This allows you to spend more time managing projects instead of repeatedly preparing the displays. You can create your own layouts or use global layouts provided by your company.

Steps:1. From the View menu, choose Layout, Open.2. When prompted to save changes to the layout, click No.3. Select a layout to apply to the project .4. Click Open.Using Hint HelpHint Help provides onscreen help for various items. Click on any predefined column to view a definition of that field.

Steps:1. From the View menu, choose Hint Help.2. Place the mouse over a column .3. Click the tack to keep the onscreen help in one location.4. From the view menu, choose Hint Help to disable the onscreen help dialog box.

Customizing a LayoutBy creating custom layouts, you can easily view data in a manner specific to your needs. The Activities window can be customized and saved as a layout. Saving the layouts for future use allows you to quickly retrieve information. The Layout Options bar is a centralized menu for layout customization. You can perform key layout changes from this options bar. The following list contains the layout elements that are customizable. Bars Bar Chart Options Columns Timescale Table font and colors Row height Filters Grouping and Sorting Top/bottom layouts

Selecting ColumnsYou are able to select which columns are visible in the Activities window, as well as the order in which they appear from left to right. Use single arrows to move highlighted data items. Use double arrows to move all data items. Use up/down arrows to configure the order of the data items.

Steps:1. From the View menu, choose Columns.2. Click on the Plus sign by Activity Codes.3. Select a data item to display in the Activity Table. For example .4. Click the single right arrow key to move the item into the Selected Options column.5. Use the up/down arrows to position the order.6. Click OK.

Displaying Activity DetailsThe display of information in the Activity window may be customized. The width of the columns may be adjusted to accommodate the data being displayed. Activity Details display detailed information for an activity highlighted in the Activity Table or Activity Network. Use the tabs to enter and edit activity information.

Steps:1. From the View Menu, choose Show on Bottom, Activity Details.

Selecting Detail Tabs The tabs displayed in Activity Details are customizable.

Steps:1. From the View menu, choose Bottom Layout Options.2. From the Display Tabs column, select a data item .3. Click the left arrow key to remove it from the list.4. Click OK.

Saving LayoutsLayouts can be saved and shared with other users to facilitate project communication. Layout, save saves changes to the existing layout. Layout, Save As prompts you to save the layout with a new name. Layouts can be global or user-specific. Current User only the user creating the layout will have access to it in the future. All Users all licensed users will have access to the layout. This requires an enterprise security level. Another User a specified user will have access to the layout. The current user will not have access to the layout.

Steps:1. From the View Menu, choose Layout, Save As.2. Type the Layout Name .3. Click in the Available to field.4. Select Current User.5. Click Save.

The layout name now shows as My Classic WBS Layout

Closing a ProjectYou should close the project when you are finished working with it. You will be prompted to verify that you want to close the project.Data is saved automatically or when changes are committed. There is no project save button or any undo button.

Steps:1. Choose File, Close All.2. When prompted, click Yes.

Note: Closing the project takes you back to the Home window.

MODULE2:

This module contains:

ENTERPRISE PROJECT STRUCTURE (EPS): Describe Enterprise Project Structure. Creating the Enterprise Project Structure. View the Enterprise Project Structure.

ORGANIZATIONAL BREAKDOWN STRUCTURE (OBS): Describe Organizational Breakdown Structure. Creating the Organizational Breakdown Structure. View the Organizational Breakdown Structure.

PROJECT CODES & VALUES Defining Project codes & values

ENTERPRISE PROJECT STRUCTURE (EPS):The Enterprise Project Structure (EPS) is a hierarchy developed in P6 to help organize projects.Attributes: The EPS is a structure made of roots and nodes. Each root in the EPS can be subdivided into many nodes. Nodes represent different levels within your EPS. For example, nodes can represent divisions within you company, departments, or site locations. All projects must be included in the EPS 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

ENTERPRISE PROJECT STRUCTURE (EPS)Hierarchal structure that identifies the company-wide projects and enables organizing and management of those projectsEPS can be created up to 50 levels. Maximum character length for an EPS ID is 20 and for EPS Descriptions are 100.

Steps: To create EPS activate Enterprise Enterprise Project Structure menu. Create EPS node by clicking on Add option in the EPS window. Click on the Arrow buttons to indent Left / Right or to shift Up / Down.

EXERCISE # 1:EPS IDEPS NAMELEVEL

NLNEOTECH LIMITED1

MPMANUFACTURING PLANT PROJECTS2

PPPROCESS PLANT PROJECTS2

ORGANIZATIONAL BREAKDOWN STRUCTURE/RESPONSIBLE MANAGER: An organizational breakdown structure (OBS) is a hierarchical arrangement of institutions project management structures. The OBS is rolled up to The Office of the President, and in general is a list of the responsible managers. The OBS supports larger projects, which involve several projects managers with different areas of responsibility. The OBS is assigned to EPS nodes, projects, WBS elements, risks, issues, and thresholds to designate responsibility. Example: The OBS element assigned to a project is the project manager responsible for all work included in the project. The OBS controls user access to project information.

User access and privileges to the EPS/Project/WBS nodes are implemented through OBS. OBS can be created up to 25 levels. Maximum character length for an OBS element is 100.

Steps: To create OBS activate Enterprise/OBS menu. To add an OBS element click on Add option in the OBS window.Note: There can be only one Root OBS element. Always match the levels of OBS with that ofEPS / PROJECTS / WBS