PRIMAVERA (P6) PROJECT MANAGEMENT

LAB MANUAL

Engineer Muhammad Irshad Yehya

Industrial Engineering Department

UET Taxila

MODULE1:
INTRODUCTION
This 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-touse 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 4. Navigation bar Standard navigation and opens
projects
Help
2. Menu bar Standard P6 functions
5. 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 activities
4. Activity Details View/edit detailed information
about the activity
5.Horizontal Split bar Extends information on top 6. Vertical Split bar Extends split view in top
and bottom
layout.
7.Activity Table Activities in spreadsheet
8. Layout Options bar Menu of available
formatting options.
Table 2: Activities Window
NOTE: 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
o You can view data, but cannot input or change data.
Shared
o Multiple users can view, input and change data.
o This is the PE default setting.
Exclusive
o The current user is the only user who can edit data on these projects.
o 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:
o Activity Table
o Gantt Chart
o Activity Usage Spreadsheet
o Activity Network
Choose one of the following layout types to show on bottom:
o Activity Details
o Activity Table

o
o
o
o
o
o

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 <Classic WBS Layout>.
4. Click Open.
Using Hint Help
Hint Help provides onscreen help for various items. Click on any predefined column to view a definition
of that field.

Steps:
1.
2.
3.
4.

From the View menu, choose Hint Help.

Place the mouse over a column <Original Duration>.
Click the tack to keep the onscreen help in one location.
From the view menu, choose Hint Help to disable the onscreen help dialog box.

Customizing a Layout
By 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.
o Bars
o Bar Chart Options
o Columns
o Timescale
o Table font and colors
o Row height
o Filters
o Grouping and Sorting
o Top/bottom layouts
Selecting Columns
You 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.
2.
3.
4.
5.
6.

From the View menu, choose Columns.

Click on the Plus sign by Activity Codes.
Select a data item to display in the Activity Table. For example <UNC Milestones>.
Click the single right arrow key to move the item into the Selected Options column.
Use the up/down arrows to position the order.
Click OK.

Displaying Activity Details

The 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.
o 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.
2.
3.
4.

From the View menu, choose Bottom Layout Options.

From the Display Tabs column, select a data item <WPs & Docs>.
Click the left arrow key to remove it from the list.
Click OK.

Saving Layouts
Layouts 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.
2.
3.
4.
5.

From the View Menu, choose Layout, Save As.

Type the Layout Name <My Classic WBS Layout>.
Click in the Available to field.
Select Current User.
Click Save.

The layout name now shows as My Classic WBS Layout

Closing a Project
You 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.
o Each root in the EPS can be subdivided into many nodes.
o 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.
o Each node can contain an unlimited number of projects.
o Projects always represent the lowest level of the hierarchy.
o 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 projects
EPS 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 ID
NL
MP
PP

EPS NAME
NEOTECH LIMITED
MANUFACTURING PLANT PROJECTS
PROCESS PLANT PROJECTS

LEVEL
1
2
2

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.
o 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 of
EPS / PROJECTS / WBS