Primavera Project Planner Training Manual, Ver 5

PRIMAVERA TRAINING MANUAL

Step by Step Guide to Primavera Project Planner - Ver.5

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Primavera Training Manual

Contents

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Figures

Figure :1 Getting Started

Figure :2 Login Page

Figure :3 Home Window

Figure :4 to Open EPS window

Figure: 5 Setting-Up EPS (Enterprise Project Structure)

Figure :6 EPS with different Nodes

Figure: 7 Setting Up OBS (Organizational Break down Structure)

Figure: 8 OBS with different Nodes at different levels

Figure: 9 Creating a New Project

Figure: 10 Defining Project Code & Project Name

Figure: 11 Creating a Calendar

Figure: 12 customizing the calendar

Figure: 13 Defining Working hours in Different days of the week

Figure: 14 Assigning Default Calendar to the Project

Figure: 15 Creating WBS (Work Breakdown Structure)

Figure: 16 Adding Activities at Different Levels of WBS

Figure: 17 Customizing the Timescale

Figure: 18 Defining Predecessors & Successors for different Activities

Figure: 19 Scheduling the Project

Figure: 20 Project view after scheduling the Project

Figure: 21 Creating different Resources

Figure: 22 Creating User defined Units of Measure

Figure: 23 Assigning Costs and availability of different Resources

Figure: 24 Assigning resources to Activities

Figure: 25 Creating Resource Curves

Figure: 26 Modifying Resource Curves

Figure: 27 Assigning Resource Curves to assigned resources

Figure: 28 Assigning & Saving Baselines

Figure: 29 Updating Individual Activities separately

Figure: 30 List of Default reports



1. Getting Started

Click on START PRIMAVERA PROJECT MANAGEMENT

Figure :1 Getting Started

Following Screen Appears:-

Figure :2 Login Page



Please enter Login Name and Password as provided to you. Please note that these fields are case sensitive.

Following screen appears after logging in. Alternatively, this screen can also be seen by clicking VIEWHOME

Figure :3 Home Window



2. Creating a New Project

2.1. Setting up EPS (Enterprise Project Structure)

Before creating any project, create EPS (Enterprise Project Structure). An EPS once created can be used for creating any new project in future. EPS enables you to group projects under different nodes as desired by the management. On the Standard toolbar click on ENTERPRISE Enterprise Project Structure

Figure :4 to Open EPS window



Click on ADD.

Figure: 5 Setting-Up EPS (Enterprise Project Structure)

Set-up new EPS as shown at different levels using arrow buttons in the EPS window.

Figure :6 EPS with different Nodes



2.2. Setting Up OBS (Organizational Breakdown Structure)

After EPS; OBS (Organizational Breakdown Structure) has to be Set-up.On the Standard toolbar click on ENTERPRISE OBS

Figure: 7 Setting Up OBS (Organizational Break down Structure)

Set-up new OBS as shown at different levels using arrow buttons in the OBS window.



Figure: 8 OBS with different Nodes at different levels



2.3. Creating and Defining New Project

Now the New Project can be created. Click on FILENEWThe following screen is seen.

Figure: 9 Creating a New Project

Select the appropriate level of EPS to which the new project will be assigned.

Click NEXT

Give the details of the New Project.

• Project Code • Project Name• Responsible Manager (OBS Level)• Rate Type



Figure: 10 Defining Project Code & Project Name

Click FINISH button The New Project Is Created.



3. Creating Global / Project Calendar

To specify the working time during the course of the Project a calendar, which gives the details of the working hours during a work week, holidays etc.Select ENTERPRISE CALENDARS

Figure: 11 Creating a Calendar

Click ADD which prompts you to select a global inbuilt calendar to copy from and allows you to make changes as required.

Eg : Select Standard 5 Day Workweek calendar and give the name “Test Calendar” Click “MODIFY” to incorporate changes as per the Project Requirement. Check in the box provided.



Figure: 12 customizing the calendar

Click on “Workweek” Command button to change the number of working hours on each day of the week.

Figure: 13 Defining Working hours in Different days of the week

Click OK to complete the process.



To assign the created calendar (Test Calendar) to the project select it in the Defaults tab of Project Details Pane of the Project.This automatically assigns this calendar to all the Activities of the Project, though each activity can be assigned with a different calendar as required.

Figure: 14 Assigning Default Calendar to the Project



4. Creating WBS (Work Breakdown Structure)

Now, the project is ready for creating WBS (Work Breakdown Structure) and adding activities. WBS levels should be created to allow the rolling up of Duration, Cost etc of all the activities to the respective WBS levels.

Click VIEW HOME To create WBS click on the “WBS” command button in the HOME page.

Figure: 15 Creating WBS (Work Breakdown Structure)

Set-up the WBS as shown. Please note that WBS should include all the levels except the lowest level of Activities which will be added to the respective WBS level (explained in Next Step)



5. Adding Activities

Click on the “Activities” button on the Directory bar. WBS just created appears. Activities can be added to each level of WBS by clicking “add” button on the top right corner of the screen.

Figure: 16 Adding Activities at Different Levels of WBS



6. Customizing Time Scale

Right click on the Timescale (Top Bar where the Activity bars appear). Choose “Timescale”. Following window appears:-

Figure: 17 Customizing the Timescale

Choose from the options available.



7. Predecessors and Successors

For this click on the “Show/Hide bottom Layout” on “Activity Bar”. Click on “Relationships” tab. Here both Predecessors and Successors can be added with the required lag and inter-relationships. To add a Predecessor, click on the “Assign” button. Following screen appears:-

Figure: 18 Defining Predecessors & Successors for different Activities



8. Scheduling the Project

The Project has to be scheduled on a particular date as required to schedule the activities depending on the respective assignment of predecessors and successors.

To schedule the project Click on “Tools” “Schedule” (see Fig. 19)Alternatively it can be executed using “F9”.

Figure: 19 Scheduling the Project



Refer to Fig. 20 to see the Project after scheduling.

Figure: 20 Project view after scheduling the Project



9. Resources

9.1. Creating and Assigning Resources

To create the resource list Click Enterprise Resources

Unlike other Planning Software Primavera gives the advantage of creating Resources of three different types.

• Labour• Non Labour• Material

Figure: 21 Creating different Resources

Material resources can be assigned with Units as applicable. Customized list of Units of Measure can be prepared in Admin Categories

To Create List of Units of Measure Click “Admin Admin Categories Units of Measure”



Assign suitable Units of measure to different material resources as required in the Resource details sheet.

Figure: 22 Creating User defined Units of Measure



9.2. Resource Availability and Resource Costs

To assign the costs to different resources and their availability during the course of the Project Click on the Units & Prices tab in the Resource Detail sheet. (see Fig. 23)

Figure: 23 Assigning Costs and availability of different Resources



9.3. Assigning Resources to Different Activities

To assign resources to different activities Click on the Resources tab in the Activity Details sheet and click on “+Add Resources” button to add the resources created.

Figure: 24 Assigning resources to Activities



10. Creating and Assigning Resource Curves

Resource/cost distribution curves enable you to specify how you want resource units or costs spread over the duration of an activity. Resource units and costs are distributed evenly during an activity unless you specify nonlinear distribution using curves.

10.1. Creating Resource Curves

To Create Resource curves Choose, Enterprise Resource Curve click Add (See Fig.25)Choose a Default resource Curve from which you want to copy to create a new one.

Figure: 25 Creating Resource Curves



Rename the New resource curve and click Modify to make changes as required. (See Fig.26)

Figure: 26 Modifying Resource Curves



10.2. Assigning Resource Curves

To assign resource curve to a particular resource assigned different activities, click on Resources tab in the Activity Details sheet and click on Resource Curve column.

Figure: 27 Assigning Resource Curves to assigned resources



11. Base lines

Before you update a schedule for the first time, you should create a baseline plan. A baseline is a complete copy of Original Project Plan that you can compare to the current schedule to evaluate progress.

11.1. Assigning Base lines

To assign a Baseline, Choose Project Assign Base lines and click Ok button to save the current project as a base line.

Figure: 28 Assigning & Saving Baselines



12. Updating Project Progress

Projects can be updated in two ways

• Updating Project Progress Automatically• Updating Individual activities separately

12.1. Updating Project Progress Automatically

If the activities are progressing as per the schedule, you can update the project as a whole to a particular data date.

Figure: 29 Updating Individual Activities separately

12.2. Updating Individual activities separately

To update progress of different activities separately click on the Status tab of Activity details window. Here you can enter actual start and finish dates as per the actual progress at site.



13. Reports

Different types of default reports are available.However customized reports can be generated using report wizard.

Figure: 30 List of Default reports


Documents

Primavera Project Planner Training Manual, Ver 5