Tips and Tricks in Primavera - 6 _ Project Controls - Planning, Scheduling, Cost Management and Forensic Claims _ Planning Planet

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Sun, 2008-10-19 06:53

shiv rao

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Tips and Tricks in Primavera - 6

Dear Friends ,

I dreamt last night to start this thread and so its here now.

Lets start a Tips and Tricks " Booklet " .

It will be a great use for new users and users who want to try new functions.

I start with the one which has been realy usefull for me.

Details : Shiv Rao [email protected]

NO 1 TRICK :Use of CTRL-E to Fill down a set of comman activity codes / dates / calender

in the Columns.

My request if you want to add your post:

just dont follow the format :

DETAILS

NO 2 TRICK. [ YOUR TRICK]

PLEASE DONT LENGTHEN WITH A TRICK ADD EVEN ITS A SIMPLE ONE.

ONCE I GET A GOOD DATABASE I WILL CIRCULATE TO ALL WHO HAVE PARTICIPATED

AND ALSO FOR THE ARCHIVES OF PLANNING PLANET.

I ASSURE TO POST ATLEAST 20 OR MORE.

REGARDS

SHIV

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Thu, 2014-11-06 12:04 #1

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Thu, 2014-11-06 12:04 #2

zoltan palffy

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Tue, 2014-11-04 12:27 #3

Zahid Khan

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lets not confuse tips and trick with simple keyboard short cuts

Login or register to post comments

lets not confuse tips and trick with simple keyboard short cuts


Hello Everyone,

I am looking for .xer of projects gulf/India with Schedule & resource for praciticing , can

anyone help me out.





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Wed, 2010-10-20 12:26 #4

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Thu, 2010-10-14 10:43 #5

Victor Egnora Offline

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Ctrl+w for closing all opened projects.

When you are creating a schedule similar to the one you have already, take a copy to to the

methodology management module and get it back to the PM module with

customization/tailoring options.

It saves a lot of time. It is very true in case of someone who is into tender planning/central

planning dept; which is responsible for preparing the programmes/schedules for many

projects.


Viewing 2 projects at the same time.

Open 2 projects you want to compare. In the Activity window, choose View then select

Show on Bottom choose Gantt Chart.

You should have a divide on your window with independent scroll bars, you can then assign

each project to either windows.

Its non comparable to P3 but its the closest we can get from P6.

Keep planning, keep sharing.





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Thu, 2010-10-14 10:19 #6

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Tue, 2010-10-12 06:07 #7

senthil

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Would appreciate a little lesson in updating information using excell (export / import) and its

technicalities. cheers.


Hi Trevor. Brilliant tip. Thanks.


Hi... i am expert in P3 but new for P6. i want to export my p3 file to p6. can anybody tell me

the main points to consider before start work with P6. (i'm succesfully completed my export

action. now i need tips like...setting calender etc)

Thanks

senthil

[email protected]






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Mon, 2009-05-18 02:46 #8

Mark Porter

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Mon, 2009-05-18 02:27 #9

Izam Zakaria

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Mon, 2009-05-18 02:04 #10

Mark Porter


Hi Mate,

Not working at Woodside (I’m with a engineering company that supplies mining equipment)

but I do know a couple of people there...

Email is: [email protected]


oh man u did it at one shot. Very outstanding wahhhooooo

Brother u don’t mind if i want your email? are working with woodside company?


Haha... I should have looked a bit more closely...








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Anyhow... In no particular order, here’s a few simple ones, that I believe are fundamental to

creating a good schedule, most people would already know these, but they may be handy for

beginners…

Tip # 13

Assign Activity ID #’s to a UDF field in the Resource Assignments View, so that you can filter

by it. (Don’t know why... but Primavera doesn’t include activity ID # as a parameter in the

filter dialog box for the Resource Assignments view)

Tip # 14

Set and use the Project Phase WBS codes in the Admin Categories (Going forward hopefully

Primavera makes these hierarchical like all other codes)

Tip # 15

Set-up your report Headers & Footers in the Admin Preferences to standardise your layouts &

reports (I believe that you should always include a time stamp where possible)

Tip # 16If required, store period performance to get the correct spread of time distributed actual data.

Tip # 17

Use notebook topics for all changes to the forecast plan. If it ever gets legal, at least you will

then have a change log. (I can’t stress how important I believe this one is)

Tip # 18

If you want to know something 1st select the “Hint Help” in the view window then hover over

the field to get a explanation from the Primavera Application.

Tip # 19

Find & Replace rocks

Tip # 20

Always create an activity Name that defines an action to achieve an outcome & is unique, i.e.

Do Something to Something! If the Activity Name is unique when you code your schedule &

then group & sort by code, the descriptions will still have some meaning to you

Tip # 21Get buy in… Make sure that the people that are responsible for executing the work help to

create & more importantly manage the schedule.

Tip # 22

If you are using roles as place holders, ensure that the Rate Source is correctly set in the

Resource Assignments View so that the correct price/unit is used to calculate the costs for the

assignment when both a resource and role are assigned to an activity.




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Mon, 2009-05-18 01:07 #11

Izam Zakaria

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Mon, 2009-05-18 00:39 #12

Mark Porter

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Thu, 2009-04-16 04:50 #13

Ali Farhat

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yup buddy it was posted below. Anyway it’s good try.


For anyone who doesn’t know, the fill down short cut key is: ctrl + e


I dont know if this is considered a "tip" anyway

Tip # 12

if you’re opening more than one project and you want to schedule to a different data date you





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Tue, 2009-04-14 07:46 #14

ROGER ASSI

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Fri, 2009-04-03 03:57 #15

Izam Zakaria

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/ Oil & Gas

wont be able to change DD from the schedule dialoge box.

Go to projects window, insert Data Date column, change one DD to the desired date and FILL

DOWN.

then back to activities and F9

P.S. Fill Down is my favorite command ! :D


HI ALI,

Could you please explain more about the "claim digger"

and provide me by an example.

tHIS IS MY EMAIL:[email protected]


it seems like the topic have been ceased. Really disenchanted







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Tue, 2009-03-24 11:15 #16

Trevor Williams

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Tue, 2009-03-24 04:53 #17

Ali Farhat

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Tip 11

To import an XER file to a different version of Primavera Project Manager than it was

exported from Open the XER file using Word Pad and simply change the version number on

the top line to the version you are importing the file to and save and close the file. To find out

what version you are running open Primavera and Select HELP > ABOUT PRIMAVERA and

view the SYSTEM tab. Include and services packs (SP) if applicable.

This works extremely well for going backwards in release versions (i.e. - From P6 to P5).


Abdul Khadeer,

it is easier to first select all the activities (using shifht or ctrl) and then select the resource

from the resource assignment window...

p.s the select bottom will be disabled when choosing more than one activity, hence, press on

the resource icon on the right menu

same for activity codes, roles etc....






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Tue, 2009-03-24 04:38 #18

Abdul Khadeer

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Mon, 2009-03-23 22:45 #19

Izam Zakaria

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/ Oil & Gas

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Mon, 2009-03-23 10:31 #20

rajesh anand


Tip No 10

To assign same resources to many activiies, select first activity, select resource from resouce

assignment window and assign. then select other activities (contr+select) and click assignfrom reoure window

Keep Planning Keep Sharing

AK


Nobody willing to forward it to you. The Idea is we share all tips and trick at this website. You

should have your own incentives to compile all of these stuff. Don’t be so lazy.

have you notice the veteren planners will hates this kind of attitude?


Hai,







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Tue, 2009-03-17 11:42 #21

DieterWambach

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Tue, 2009-03-17 10:41 #22

Sitaram

This is Rajesh, my email id is [email protected] .

Can anybody help me in giving the tips and tricks in primavera 6. your effors are highly

appreciated.

thanks in advance

regards,

Rajesh


Dear Sitaram

5.4 Years of experience in planning + others in business life isn’t a youngster.

Calendars:

Default: gives duration and float for all summary lines and is used if no other default setting

exists. Most beginners get confused.

Project calendar: Used as a default calendar for new activities.

Activity calendar: Basis for calculation per activity (scheduling, float..) for all taskdependent

Resource calendar Basis for calculation per activity (scheduling, float..) for all

resourcedependent activities with this resource assigned

Modification of default calendar will not affect any activity’s calculation.

Learning: There are many seminars and books (e.g. from our colleague Paul Harris). The

material I have is copyrighted. Please understand that I can’t distribute.

Almost all planning is faster in P6, but some details were better in P3. You’ll get a good

overview in the PDF "From P3 to P6" on your Primavera documentation-cd.

Regards

Dieter


Dear Mr.Wambach






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Tue, 2009-03-17 08:49 #23

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Tue, 2009-03-17 08:23 #24

SitaramSakamuri

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Thanks for your valuable advice. It is real helpful tip for the young budding planners like me.

But my question is if i select the 7day/8hours calendar as default, will it effect my previous

project dates whose default calendar is 6day/8hours calendar. If so, how to maintain different

projects with different calendars and getting exact summary durations? please help me out.

Only the present project, the client insisted on 7day work calendar and all remaining projects

i’m working with 6 day work calendar. Do help me in this regard As far as basis of design for the software,which you correctly pointed out, can i have a clue

from you where i can find it out...please give details to find it, so that i can follow it for better

use of p6 software.

Ofcourse, development of plan is much faster in p6 when using WBS developed in p6 than in

P3.

Thank you once again for helping the young buddy

regards

sitaram


Sitaram

Summary durations are taken from the default calendar. Enterprise --> Calendar --> mark

7day/8hours calendar as default.

One remark to your laments on missing items in P6 and the good old times with P3:

- If it’s a good plan, this depends on you, not on the software- If you’ll try to use P6, Spider, Powerproject or any other software the same way you did use

P3, you’ll fail.

- Every software has its own basis of design. Learn it before you’ll start working with a

software. You’ll be successful.

- My experience: development of a plan/programme is much faster in P6 than in P3 if you are

trained on both.

Regards

Dieter


Hai Izam

Thank you for your valuable adivce and it’s right.....one has to find solution for every problem

we face in life it may be either related to job or life.





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Tue, 2009-03-17 03:51 #25

Izam Zakaria

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Fri, 2009-03-13 11:31 #26

SitaramSakamuri

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Recently i tested the time frame for a sample project whose actually duration i took as 49

days comprising 7 activities, each activity having 7 day duration. I considered 7 day calendar

whose working hours as 8h/day.

I gave the time units in admin preferences as 8h/day, 56h/week, 243h/month and

2920h/year. I allowed the user to change the time period. In the user preferernces also, i

used the same time units which i mentioned above.

Upto now, i hope everything is clear.

Here comes the high drama.when i made a program and scheduled it, it is showing the correct end date ( which i

prepared through network diagram...ofcourse all activities are FS relationship, i took for

testing ....) but the summary duration is showing as 42 days instead of 49days i.e.,it is

considering 6day/week calendar instead of 7day/week calendar.

Please find the solution ...and please correct me where i’m doing wrong.

waiting for reply from our planners

regards

sitaram


But Sitaram, we still have a solution such like use the p3 as second view. Open both software

P6 & P3 then minimize it and it will occur the cascade view. Ermmm like my masters(azri,

andik and denni the great planners I ever seen) told me don’t put any obstacles in your life.

Find it the solution as we proud as we are.


Hai Ali

Thank you for your reply. But my need is to work on two different projects in two different

windows just i used to do in P3.





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Fri, 2009-03-13 11:29 #27

SitaramSakamuri

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Fri, 2009-03-13 04:42 #28

Ali Farhat

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regards

sitaram


Hai Planners especially everyone who answered my question

Izam

You are right...what you thought is right! I found in many ways, we can’t open two different

projects just like in P3 to work on two different projects. P6 is useless in many ways when

compared to the best features in p3. I don’t know what the hell the primavera idiots did with

the name of advancement and enhancement. I found very difficult even with the

durations...god’s sake....totally utter confusion......oh my god...it’s real hell....i want to know

the planners who helped the primavera idiots to develop such a nuisance software when

there a valid and well tested P3 in the market. Except for the enterpise level, networking and

internet use...i don’t find it is useful rather it is more confusing in planning the schedule....ifound it is much easy to plan manually even a complex project rather than using the P6 which

is creating chaos in developing the real schedule.

Please expert planners and the real elders...please guide the young planners in this issue and

through the comments sincerely to sought out this issue with Primavera(or now Oracale-

Primavera) by sending our suggestions through the Planning Planet. I welcome every

experienced planner has to take part in this process

thanks in anticipation

regards

sitaram


Sitaram,

use claim digger to compare two schedules..or simply baseline one schedule against the other

and compare by adding the BL1 values...even you can open two projects together and group





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Fri, 2009-03-13 04:05 #29

Izam Zakaria

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/ Oil & Gas

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Fri, 2009-03-13 03:59 #30Izam Zakaria

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them separately compare them manually. you dont need to open two sessions in P6


Joseph,

it’s a good tips.


Sitaram,

Back to your topic, in P6 we can’t do that. It’s diffrent with P3 which we can press shift and F5

then cascade view will display.

Maybe some of planners here do not understand about what are you trying to explain.







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Fri, 2009-03-13 03:27 #31

joseph ador

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Fri, 2009-03-13 02:57 #32

Izam Zakaria

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Tip 11:

Press F9 --->push "View Log" to view the shedule/levelling reports, settings, statistics and

errors of currently opened project. Usually Im using this in tracking errors like out of

sequence activities and activities with constraints which affects the resulting critical path of

the project.

Cheers,


Press shift and F9 for levelling resources heheheheh







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Wed, 2009-02-18 00:42 #33

SitaramSakamuri

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Wed, 2009-02-18 00:14 #34

NaveenSubbaiah

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Wed, 2009-02-18 00:09 #35

Sitaram


I have only one concurrent license. how can i login to other session. please send the details. I

want to compare two different projects which are having almost same type of schedule


If you want to compare then why not use it as a baseline ? You don’t have to have two

systems. You can have two sessions of Primavera (I mean two login sessions) on the same

PC & open two different projects on these two sessions.

Regards

Naveen


hai naveen







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Wed, 2009-02-18 00:03 #36

NaveenSubbaiah

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Tue, 2009-02-17 23:59 #37

SitaramSakamuri

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do u mean we have to use two systems. My question is can we open two projects in two

different windows in the same computer just like we do in p3 version. In p6 we can open two

projects at a time but they are coming one after the other in the same window which makes

us to compare them difficult.

If you are opening the projects in the same computer in two different windows. please let me

knowthe procedure.

Thanks in anticipation.Bye the bye are you from Andhra Pradesh,India.

regards

sitaram


Hi Sitaram,

If you have a concurrent license, you can open two sessions of P3 & open different projects

on these two sessions. We are using it.

Regards

Naveen


Hai good morning

I’m having concurrent license but it is not happening. I don’t think it is related to license. what

license will do with the opening of projects in the same computer. Please correct me if i’m

wrong








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Tue, 2009-02-17 02:42 #38

NaveenSubbaiah

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Sun, 2009-02-15 23:13 #39

SitaramSakamuri

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You need to have concurrent license to do that.


Is it possible to open two projects in two different windows just like in P3.










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Sun, 2009-02-15 06:59 #40

RavirajBhedase

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Arab Emirates , HeavyCivils, ScheduleCracker

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Thu, 2009-01-29 23:55 #41

Ali Farhat

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Tip 9:

A Project may only be opened as Exclusive by using the Open window. In all other methods,

it will opened in the shared mode.

Tip 10: (Courtsey: Arnold Puy :-)

If u get P3 file in prx format, then change extension to exe and then extract and then convert

to get it imported into P6


Tip 8

When scheduling, click the "scheduling options" button. Some useful options are selected:

Progress override vs. retained logic.

Lag Calendar








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Thu, 2009-01-29 03:27 #43

shiv rao

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Thu, 2009-01-29 02:43 #44

SitaramSakamuri

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Joined: 27 Sep 2006

Tip 6

When entering percent complete, make sure you selected the appropriate percent complete

type for each activity. Unlike P3, P6 has three percent complete types that do not match

unless an activity is complete


yes what you do is click on both the project together .

i.e use ctrl and click both the projects from the projects menu .

Click open and you can see both the project irrespective of there EPS structure.

Shiv


Please can anyone tell how to open multiple projects at the same time in P6. Consider both

the option that 1. Projects in same EPS node and 2.Projects in different EPS node.

Is their any option that to be changed to open multiple projects at the same time.

I’m trying to open 2 projects at a time but when i’m opening the second project, the first





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Mon, 2008-10-27 08:59 #45

shiv rao

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Joined: 10 Mar 2008Posts : 62Groups: GPC India ,Petro-Chem / Oil & Gas

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Mon, 2008-10-27 00:51 #46

RavirajBhedase

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project automatically getting closed.

Please provide me the solution to [email protected] .


N0 -7 .

USE TOOLS CLAIM DIGGER.

FOR GETING SOME GOOD RESULTS OF PROJECT INTEGRITY.

AS HOW MANY ACTIVITIES ARE HAVING NO LINKS.

HOW MANY NO RESOURCES.

HOW MANY R MILE STONES .

HOW MANY HAVE CHANGED THERE CODES .

ETC

SHIV


Tip No. 05: Updating basaelines for Large Projects

For large projects, you may need to increase the Java VM memory size to successfully

update the project’s baselines.

To increase the Java VM memory size on a Windows operating system, click Start, Run.

Type regedit, then click OK.

Navigate to the following location:











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Sun, 2008-10-26 05:22 #47

RavirajBhedase

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Fri, 2008-10-24 01:03 #48

Anoon Iimos

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Joined: 22 Sep 2006Posts : 1173Groups: HeavyCivils, Pinoy PlanningPlanet Community

HKEY_LOCAL_MACHINE/SOFTWARE/Primavera/Shared/Update Baseline.

Double-click PARAMETERS. At the beginning of the Value Data field, enter -Xmx512m.

Be sure to leave a space AFTER the last ’m’. Click OK.


Tip No. 04: Drive Activity Dates

Always make sure that u have checked the DRIVE ACTIVITY DATES box.

Go to resource tab --> Customise --> Add DRIVE ACTIVITY DATES column (General).

If it is not checked, then it might be possible that activity duration is less and resources are

assigned for more days, and so, it may show overloaded resources.

Cheers,


Make sure you had maintained your Baseline before you assign it.





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Thu, 2008-10-23 14:55 #49

Larry Cross

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Joined: 14 Feb 2006Posts : 4Groups: GPC UnitedStates , Petro-Chem /Oil & Gas

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Mon, 2008-10-20 03:39 #50

RavirajBhedase

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Tip No. 03: Layout

When entering text in the print pre-view option in P6 the software defaults to double space

when entering text. If you want to single space a footer for example just use SHIFT+ENTER

to single space.


Tip No. 02: Resource Scheduling

Activity will be scheduled as per the resource Calendar, only if Activity Type is set to

Resource Dependent, OR otherwise it will be scheduled according to the project/Globalcalendar.

Cheers,

Rav








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Documents

Tips and Tricks in Primavera - 6 _ Project Controls - Planning, Scheduling, Cost Management and Forensic Claims _ Planning Planet