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Table of Contents
A ฺ AG e this
Enterprise Data .................................................................................................................................................. 22
I A N u s
Project-Specific Data ......................................................................................................................................... 23
E L et o
Lesson 3 – Overview and Navigation
z ( n s 25
z a le lice
Windows and Menus................................................................................................................................. 27
n l e
Tabs and Toolbars
a Go.....................................................................................................................................
e r ab 28
Layoutsa
l n ns f
i...................................................................................................................................................... 29
E -t r a
Details ....................................................................................................................................................... 30
o n
n In................................................................................................................................................. 33
Logging
Opening a Project ...................................................................................................................................... 34
Access Modes .................................................................................................................................................... 35
Tabbed Windows ...................................................................................................................................... 36
Tab Groups ........................................................................................................................................................ 38
Tab Groups ........................................................................................................................................................ 38
Toolbars and Menus .................................................................................................................................. 39
Commonly Used Toolbars................................................................................................................................. 39
Viewing Toolbars .............................................................................................................................................. 41
Customizing Toolbar Location .......................................................................................................................... 42
Customizing Toolbar Icons ............................................................................................................................... 43
Customizing Menu Commands ......................................................................................................................... 44
Layouts...................................................................................................................................................... 45
Opening an Existing Activity Layout ....................................................................................................... 46
Gantt Chart ................................................................................................................................................ 48
Activity Usage Spreadsheet ............................................................................................................................... 49
ii
G M de
Entering a Responsible Manager ....................................................................................................................... 69
t u
G S@ is S
Selecting the Assignment Rate Type ................................................................................................................. 70
A ฺA e th
Completing the Wizard ...................................................................................................................................... 71
L I A N
t o us
Viewing Project Details ............................................................................................................................ 73
z (E nse
General Tab ........................................................................................................................................................ 74
z a le lice
Dates Tab ........................................................................................................................................................... 75
o n ble
Notebook Tab..................................................................................................................................................... 76
a G era
Codes Tab .......................................................................................................................................................... 78
n
lia andtrSearch s f
n in Dialog Boxes ..........................................................................................................79
Type Ahead
E - a
non
Defaults Tab ....................................................................................................................................................... 80
Budget Log Tab .................................................................................................................................................81
Lesson 5 – Creating a Work Breakdown Structure 83
Definition of Work Breakdown Structure................................................................................................. 85
Viewing WBS Elements ........................................................................................................................... 90
Creating the WBS Hierarchy .................................................................................................................... 91
Lesson 6 – Adding Activities 96
Definition of Activity ................................................................................................................................ 98
Activity Components ................................................................................................................................ 99
Activity Type .......................................................................................................................................... 100
Start Milestone .................................................................................................................................................101
Finish Milestone...............................................................................................................................................102
Task Dependent ...............................................................................................................................................103
Resource Dependent ........................................................................................................................................104
How Activity Type Affects Dates ....................................................................................................................105
iii
a
Critical Path Method Scheduling ............................................................................................................ 181
s
h a
Data Date ................................................................................................................................................ 183
)
M deฺ
Forward Pass ........................................................................................................................................... 185
O
I L ฺC Gui
Backward Pass ........................................................................................................................................ 187
M A ent
Total Float ............................................................................................................................................... 189
S @G Stud
Must Finish By Date ........................................................................................................................................ 192
G i s
ฺA e th
Circular Relationships (Loops) ...............................................................................................................
A 194
AN to us
Open Ends ...............................................................................................................................................
L I 195
(E nse
Scheduling a Project ...............................................................................................................................
z
201
a le lice
Viewing the Schedule Log ...............................................................................................................................
z 203
Driving Relationships o n ble
............................................................................................................................. 204
G
a Constraints er a
a n
Lesson 10 – Assigning
l i n s f 206
E -tra
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Constraints .............................................................................................................................................. 208
Must Finish By.................................................................................................................................................209
Start On or After ..............................................................................................................................................210
Additional Constraints ............................................................................................................................ 211
How Constraints Affect Activity Dates ...........................................................................................................214
Assigning a Must Finish By Constraint to a Project ............................................................................... 216
Rescheduling the Project..................................................................................................................................217
Assigning a Constraint to an Activity ..................................................................................................... 218
Adding a Comment to an Activity .......................................................................................................... 219
Adding a Notebook Topic ....................................................................................................................... 220
Lesson 11 – Creating Layouts 222
Grouping ................................................................................................................................................. 224
Sorting ..................................................................................................................................................... 226
Filtering ................................................................................................................................................... 227
Grouping Data......................................................................................................................................... 231
Group and Sort Dialog Box .................................................................................................................... 232
v
a
Roles and Resources ............................................................................................................................... 251
s
h a
Relationship Between Roles and Resources.................................................................................................... 254
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Resource Types .......................................................................................................................................
O 255
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Viewing the Roles Dialog Box ...............................................................................................................
A
257
G M de
Prices Tab ........................................................................................................................................................ 258
@ S t u
Limits Tab ............................................................................................................................................... 259
G S i s
A ฺA e th
Viewing Resources .......................................................................................................................................... 261
A N us
Resource Details .....................................................................................................................................
L I t o
262
z (E nse
General Tab ..................................................................................................................................................... 262
z a le lice
Codes Tab ........................................................................................................................................................ 262
o n ble
Details Tab ...................................................................................................................................................... 263
G er a
a Tabs..........................................................................................................................................
Units & Prices
i a n f 264
13l – Assigning
Lesson E
- t r an Roles and Resources 266
n
no Resources ............................................................................................................................... 269
Assigning
Steps for Resource Management ............................................................................................................ 270
Assigning Roles to an Activity ............................................................................................................... 274
Assigning Multiple Roles to an Activity ......................................................................................................... 276
Assigning a Single Role to Multiple Activities ............................................................................................... 277
Steps for Resource Management ............................................................................................................ 280
Assigning Resources by Role ................................................................................................................. 281
Assigning by Role to Multiple Activities ........................................................................................................ 283
Adjusting Resource Assignment Units ................................................................................................... 284
Assigning a Resource to a Level of Effort Activity ........................................................................................ 284
Assigning a Resource Directly................................................................................................................ 285
Adjusting Budgeted Units/Time to Specify Resource Quantity ............................................................. 286
Designating a Primary Resource ............................................................................................................. 287
Assigning a Material Resource ............................................................................................................... 288
Planning Costs ........................................................................................................................................ 289
vi
M A ent
Confirming Project Dates ....................................................................................................................... 308
@ Stu G d
Analyzing Resource Allocation .............................................................................................................. 310
S
G this
A ฺ A
Identifying the Cause of Resource Overallocation ..........................................................................................
e
312
I A N u s
Correcting Overallocation ................................................................................................................................ 313
L et o
Replacing a Resource .......................................................................................................................................
E 317
( s
ez licen
Analyzing the Budget .............................................................................................................................
a l 319
Case Study 2 – Optimizing o z Project
nthe le 321
G a b
n a thesProject
Lesson 15 – Baselining
a f er Plan 326
l i n
Baseline?
n tra
E.................................................................................................................................................
- 328
o
ManagingnBaselines ................................................................................................................................ 331
Creating a Baseline ..........................................................................................................................................332
Categorizing the Baseline ................................................................................................................................333
Assigning a Baseline ............................................................................................................................... 334
Update Baseline Options......................................................................................................................... 335
Viewing Baseline Bars ............................................................................................................................ 337
Bar Style Tab ...................................................................................................................................................337
Displaying Baseline Bars .................................................................................................................................338
Customizing the Activity Table .......................................................................................................................339
Saving the Layout ............................................................................................................................................340
Bar Labels Tab .................................................................................................................................................341
Lesson 16 – Importing and Exporting Data 344
Import/Export Wizards ........................................................................................................................... 346
Reasons to Import/Export Project Data .................................................................................................. 347
Import/Export Formats............................................................................................................................ 348
vii
l e z cens
Timesheets ....................................................................................................................................................... 375
o nza ...............................................................................................................................
Delegating Status Updates
l e li 377
G theeProject
Lesson 18 – Executing
a f r ab Plan 379
n s
Eliaa Project
Updating
- t r an................................................................................................................................... 381
Data o n ......................................................................................................................................................... 382
n Date
The Updating Process ............................................................................................................................. 383
Defining a Status Updating Period ......................................................................................................... 386
Progress Spotlight ................................................................................................................................... 387
Establishing the Status Period ......................................................................................................................... 388
Entering Actuals...................................................................................................................................... 389
Updating Milestones ............................................................................................................................... 390
Updating Activities to Completion ......................................................................................................... 391
Updating a Mid-Project Milestone .................................................................................................................. 395
Updating Activities in Progress .............................................................................................................. 396
Suspending an Activity ........................................................................................................................... 398
Updating Completed Activities............................................................................................................... 400
Rescheduling the Project......................................................................................................................... 402
Viewing the Rescheduled Project .................................................................................................................... 403
viii
Previewing Changes.........................................................................................................................................417
Merging Reflection into Source Project ................................................................................................. 419
Viewing Updated Source Project ............................................................................................................ 420
Lesson 20 – Analyzing the Updated Project 422
Steps for Analyzing the Updated Project ................................................................................................ 424
Questions to Determine How to Adjust a Schedule .........................................................................................425
Shortening the Project ......................................................................................................................................426
s a
Analyzing the Updated Project ............................................................................................................... 428
) h a
Shortening the Schedule .................................................................................................................................. 430
M
O uide
Analyzing Resources ..............................................................................................................................
ฺ 433
L ฺ C
AI ent G
Analyzing Costs ......................................................................................................................................
M
435
Lesson 21 – Reporting Performance
S @G Stud 437
s
ฺAG e thi
Methods for Reporting Performance ......................................................................................................
A
439
L I A N
t o us
Running an Existing Report .................................................................................................................... 442
( E se
Run Report Dialog Box ...................................................................................................................................
z
443
le lice n
Print Preview.................................................................................................................................................... 444
z a
G on rable
Printing Reports ............................................................................................................................................... 445
a sfe
Report Wizard .........................................................................................................................................
a n 446
E i
Create lor Modifya
r n ..................................................................................................................................446
Report
- t
non
Configure Selected Subject Areas....................................................................................................................448
Adding a Report Title ......................................................................................................................................450
Generating the Report ......................................................................................................................................451
Print Preview....................................................................................................................................................452
Saving a Report ....................................................................................................................................... 453
Assigning Report Group and Report Scope .....................................................................................................454
Creating a Time-Distributed Report ....................................................................................................... 455
Creating a Report Using the Current Layout .......................................................................................... 461
Creating Batch Reports ........................................................................................................................... 465
Running Batch Reports ....................................................................................................................................466
Viewing the Report ..........................................................................................................................................467
Case Study 3 – Project Execution and Control 469
Appendix A – Creating Printed Output 476
Output Controls ....................................................................................................................................... 478
Printing Layouts and Page Setup ............................................................................................................ 480
Page Tab ..........................................................................................................................................................480
ix
z (E nse
Using Schedule Comparison ................................................................................................................... 509
l e
a e li c e
Appendix D – Case Study
o nzSolutions b l 511
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Course Objectives
Primavera P6 Professional Fundamentals will cover the following topics:
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
Save a layout.
Add activities.
s a
) h a
O M d e ฺ
i
ILฺC nt Gu
Section II: Scheduling and Assigning Resources
Lesson 9 - Scheduling
Describe Critical Path Method (CPM) Scheduling.
Calculate a schedule.
s a
Sort activities.
h a
Apply a filter. O M) deฺ
I L ฺC Gui
Create a filter.
M A ent
Lesson 12 - Understanding Roles and Resources S @G Stud
ฺ A G this
Describe roles and view the roles dictionary.N A u s e
A
LI e to
Describe resources and view the ( E
resourcesdictionary.
a l ez licen
o nz between
Identify the differences
b l e labor, nonlabor, and material resources.
a G era
l i a n
Lesson 13 - Assigning Roles
n s f Resources
and
E -ttoraan activity.
n n
Assignoroles
Assign resources to an activity by role and directly from the resource dictionary.
Identify areas where the project is falling behind schedule or exceeding planned costs.
Overview and
Creating a Project
Project Management Life Cycle
Understanding Data in P6
Overview and Navigation s a
) h a
Creating a Project M deฺ
O
ฺC Gui
Creating a Work Breakdown Structure
I L
A ent
Adding ActivitiesM
Assigning S @G Stud
Calendars
s
A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
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a l e z
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IAN to us
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M
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@G Stud
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ฺC Gui
h a s
M) deฺ
a
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
G
a Lesson
l i a n n s fe 1 – Project Management Life Cycle
E -tra
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2 Lesson 1 – Project Management Life Cycle
Objectives
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s a
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M A ent
S @G Stud
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z (E nse
a l e l i ce
z
on rable
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Lesson 1 – Project Management Life Cycle 3
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4 Lesson 1 – Project Management Life Cycle
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z (E nse
a l e l i ce
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Lesson 1 – Project Management Life Cycle 5
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M A ent
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A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
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6 Lesson 1 – Project Management Life Cycle
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Lesson 1 – Project Management Life Cycle 7
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S @G Stud
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A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
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8 Lesson 1 – Project Management Life Cycle
s a
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M A ent
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A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
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Lesson 1 – Project Management Life Cycle 9
s a
h a
O M) deฺ
I L ฺC Gui
M A ent
S @G Stud
s
A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
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10 Lesson 1 – Project Management Life Cycle
Lesson Review
Key Concepts
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Project management is the process of achieving project objectives within the constraints of
schedule, cost, and resource limitations.
The project management life cycle is a sequence of process groups that defines the overall process
from the beginning to the end of a project.
The project management life cycle can be divided into five process groups:
Initiating
Planning
s a
Executing h a
Controlling O M) deฺ
I L ฺC Gui
Closing
M A ent
S @G Stud
s
Review Questions
A ฺAG e thi
1. Which of the following characteristics
L IAisNessential
t o utosa project?
a. Produces a unique resultz (
E se
l e c e n
a
nz ble
b. Temporary in nature l i
G o ra of myriad tasks
n
c. Complex a f e
or consisting
s
ia
d. Eal and b tra
n
-
nob,nand c
e. a,
G
a sfe2 – Understanding Data in P6 Professional
i a n
Lesson
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12 Lesson 2 – Understanding Data in P6 Professional
Objectives
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Lesson 2 – Understanding Data in P6 Professional 13
P6 Professional
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14 Lesson 2 – Understanding Data in P6 Professional
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Lesson 2 – Understanding Data in P6 Professional 15
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16 Lesson 2 – Understanding Data in P6 Professional
Sample EPS
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M A ent
S @G Stud
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A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
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Lesson 2 – Understanding Data in P6 Professional 17
EPS
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18 Lesson 2 – Understanding Data in P6 Professional
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Lesson 2 – Understanding Data in P6 Professional 19
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20 Lesson 2 – Understanding Data in P6 Professional
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Lesson 2 – Understanding Data in P6 Professional 21
• Enterprise data
– Available to all projects across an organization.
– Provides global standards and structure necessary for
centralized project and resource management.
– Defined and maintained by administrator.
• Project-specific data
– Available only to the project in which it is defined.
s a
h a
– Usually defined by project managers.
O M) deฺ
I L ฺC Gui
• Some data can be both enterprise and project-specific.
M A ent
S @G Stud
s
A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
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22 Lesson 2 – Understanding Data in P6 Professional
Enterprise Data
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Lesson 2 – Understanding Data in P6 Professional 23
Project-Specific Data
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
s a
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M A ent
S @G Stud
s
A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
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24 Lesson 2 – Understanding Data in P6 Professional
Lesson Review
Key Concepts
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The Enterprise Project Structure (EPS) is a hierarchy used to organize projects. It enables access to
comprehensive scope, budget, and resource information and provides a foundation for enterprise-
wide project management.
The Organizational Breakdown Structure (OBS) is the hierarchical arrangement of an
organization’s project management structure. It controls user access to project data and designation
of the responsible manager.
Enterprise data provides the global structure needed to manage multiple projects. Examples include
the EPS and OBS, resources, and roles. s a
) h a
O M deฺ include
Project-specific data is available only to the project in which it is defined. Examples
activities and expenses.
I L ฺC Gui
M A ent
Review Questions S @G Stud
1. Which of the following is enterprise data? Aฺ
AG e this
L IAN to us
a. Expenses
z (E nse
b. Resources a l e l i ce
z
on rable
c. Risks
G
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d. Activities
2. Whicho n
n statement about the EPS is false?
a. It includes all projects in the enterprise.
b. It enables project data to be analyzed at multiple levels.
c. It enables control of security at any level.
d. It is restricted to two levels.
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a sLesson
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26 Lesson 3 – Overview and Navigation
Objectives
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Lesson 3 – Overview and Navigation 27
Menus
s a
h a Window
Toolbars
O M) deฺ
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M A ent
S @G Stud
s
A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
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28 Lesson 3 – Overview and Navigation
Toolbars
s a
h a
O M) deฺ
I L ฺC Gui
M A ent
S @G Stud
s
Window tabs
A ฺAG e thi Active Tab Title bar
L IAN to us
z (E nse
a l e l i ce
z
on rable
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Lesson 3 – Overview and Navigation 29
Layouts
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s a
) h a Top Layout
O M deฺ
I L ฺC Gui
M A ent
S @G Stud
s
A ฺAG e thi Bottom Layout
L IAN to us
z (E nse
a l e l i ce
z
on rable
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30 Lesson 3 – Overview and Navigation
Details
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s a
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M A ent
S @G Stud
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A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
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Lesson 3 – Overview and Navigation 31
Notes
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32 Lesson 3 – Overview and Navigation
s a
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S @G Stud
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A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
G
a displaysficons
e that replicate menu options. Toolbars are displayed across the top and
l i a n
Toolbars n
Ealong both
n - trasides of the screen.
no
The Active Tab Title bar indicates which window is currently displayed.
View tabs indicate open windows and enable users to navigate between them by clicking the
appropriate tab.
The Layout Options bar displays a menu of options for changing the way the open view looks.
Drag the Vertical Split bar to hide/show more information in the Activity Table/Gantt chart.
Drag the Horizontal Split bar to hide/show more information in top/bottom layouts.
Details display information about the item selected in the table in the top layout.
Lesson 3 – Overview and Navigation 33
Log in to P6 Professional.
Logging In s a
) h a
O d e ฺ
Mcase-sensitive.
i
ILฺC nt Gu
Type a valid Login Name and Password to log in to P6 Professional. Passwords are
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Log in to P6 Professional.
1. Click Start, Programs, Oracle – Primavera P6 Professional, P6 Professional.
2. In the Login to Primavera P6 Professional dialog box, type a Login Name, <Studentxx> and
Password <Studentxx>. XX represents the Student Number -- for example, Student01 or
Student12 -- assigned by your instructor in a multi-user training environment. If the training
environment is single-user, log in as Student01.
3. Click OK.
After logging in, the Projects window and the Project Table are displayed.
34 Lesson 3 – Overview and Navigation
Opening a Project
Open projects from the Project Table in the Projects window or the Open Project dialog box. The Open
Project dialog box shows all projects you are authorized to open.
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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. This is the default setting.
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Read Only – User can view data but cannot input or change data.
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.
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Open a project.
1. In the Open Project dialog box, select a project, BLDG – Overview and Navigation.
2. Click Open.
36 Lesson 3 – Overview and Navigation
Tabbed Windows
The project opens in the Activities window. Open windows are indicated by tabs near the top of the screen,
with the active tab indicated by bold black text and by an Active Tab Title bar directly above the tabs. A tab
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Open additional
Note that the Resources tab is displayed at the top of the screen. It is the new active tab, indicated
by bold tab text and by the Active Tab Title bar.
Click on the appropriate tab to navigate between windows. You also can drag-and-drop the tabs to arrange
the windows as you choose. The X at the right end of the Active Tab Title bar is the close button for the
active tab. When only one window is open, no tab is displayed.
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a sfopene windows and then close them.
i
Navigate
l a n n
among the
E -tra
nonon each tab to navigate from one window to another.
1. Click
2. Click the Projects tab and, holding the mouse button down, drag the tab to the right end of the row
of tabs.
3. Click the Activities tab and drag it to the right end of the tabs.
4. Click the Resources tab, and then click the X on the end of the Active Tab Title bar to close the
Resources window.
5. Click the X on the Active Tab Title bar to close the Reports and Activities windows.
Note that although only the Projects window is open and no tabs are displayed, the Active Tab
Title bar still indicates the active window.
38 Lesson 3 – Overview and Navigation
Tab Groups
Window tabs can be separated into tab groups, with each tab group in its own window. Use this feature to
compare related information in different windows without having to switch between tabs. For example, you
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might want to check rates and availability in the Resources window while making resource assignments in
the Activity window.
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CreateE l groups.
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On the Enterprise menu, click Resources.
3. On the View menu, click Tab Groups, New Vertical Tab Group.
Note that the screen is divided into two vertical tab groups: The left group contains the Resources
and Projects tabbed windows and the right group contains the Activities window.
4. In the left tab group, click the Resources tab to display the Resources window.
5. In the right tab group, click the Resources tab in Activity Details to view resource assignments.
6. On the View menu, click Tab Groups, Merge all Tab Groups.
Lesson 3 – Overview and Navigation 39
Menus – File, Edit, View, Project, Enterprise, Tools, and Help – are located at the top of the
screen.
Toolbars – Located at the top and both sides of the screen. Toolbar commands are represented by
icons.
Application functions can be executed either by menu or toolbar – it is a matter of personal preference
which you use. You can display or hide toolbars, change their location, and choose which icons each toolbar
s a
contains, enabling you to configure P6 Professional to your own job requirements and working preferences.
) h a
This training course will generally reference the applicable menu command, notO Mtoolbar
the
d e ฺ
icon.
i
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Commonly Used Toolbars G M de
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There are 17 toolbars available in P6 Professional. ฺSeveral s commonly used toolbars are pictured
thimost
A
in the table below.
L IAN to us
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Enterprise
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View menu commands and toolbarE L IAN to us
icons.
e z (
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l Activities
1. Confirm that you arezinathe lic window. (Check the Active Tab Title bar near the top of the
n l e
Go theerActivities
screen. To display
a ab window, click the Activities tab or on the Project menu, click
n s f
Elia -tran
Activities.)
Note that a number of its icons are reproduced on the Project toolbar on the left side of the screen.
Note that a number of its icons are reproduced on the Enterprise toolbar just above the Project
toolbar.
4. Click several other menus, view their commands, and try to locate their respective icons on one of
the toolbars.
Lesson 3 – Overview and Navigation 41
Viewing Toolbars
To see a full list of the available toolbars, as well as which toolbars are currently displayed, click Toolbars
on the View menu or right-click on a blank space in the toolbar area along the top or sides of the screen. A
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i a n n
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non
View available
1. Right-click on a blank space in the toolbar area along the top or sides of the screen. (Or on the
View menu, click Toolbars).
42 Lesson 3 – Overview and Navigation
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nonand reposition a toolbar.
Display/hide
2. On the toolbar list, select Project to remove the check mark and hide the Project toolbar.
3. Right-click a blank space in the border area and select Project to display the Project toolbar again.
4. Click the gray bar on the left end of one of the toolbars along the top of the screen.
5. While pressing the mouse button, drag the toolbar to an empty area of the border on the left of the
screen.
6. Drag the toolbar you just moved back to its original position at the top of the screen.
Lesson 3 – Overview and Navigation 43
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atoolbarsicons.
Customize
l i a n n fe
E -tra
n n Display toolbar (rightmost of the toolbars across the top of the screen), click
1. Onothe , and then
click Add or Remove Buttons to view all the icons available for that toolbar.
Compare the icons in the list and the icons on the toolbar.
3. After making several changes to the toolbar icons, click Reset Toolbar, and then click OK.
44 Lesson 3 – Overview and Navigation
to put menus into edit mode, allowing you to make changes. Click Reset in the dialog box to return to the
default commands.
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a customizing
View options
l i a nfor
n s fe menus.
E -tra
1. On theo
n View n menu, click Toolbars, Customize.
The menus on the toolbar are now in edit mode.
2. In the Customize dialog box, click the Commands tab to view commands for each menu.
3. On the File menu, click Page Setup and, holding down the mouse button, drag the command to the
bottom of the menu.
4. On the Edit menu, click and drag the Spell Check command to the Tools menu heading (which
expands the Tools menu) and then drag it to just below Job Services on the Tools menu.
5. In the Customize dialog box, click the Toolbars tab, and then click Reset.
Layouts
A layout is a customizable view of information, combining all the visual elements that appear on the screen.
The Activities window provides options for viewing data in top/bottom layouts. You do not have to show a
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
bottom layout.
Activity Table
Gantt Chart
Activity Network a
h a s
Choose one of the following to show on bottom:
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Activity Details
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Activity Table
S s
Gantt Chart
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Activity Usage Spreadsheet IAN
L t o us
e z (Ecense
Resource Usage lSpreadsheet
Activity o nzaProfile l e li
a G erab
Usage
n s f Profile
liaResourcenUsage
E -tra
n Logic
noTrace
46 Lesson 3 – Overview and Navigation
Apply – Displays the selected layout but keeps the Open Layout dialog box open.
Open – Displays the selected layout and closes the Open Layout dialog box.
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Apply a layout to the Activities window.
1. On the Layout Options bar, click Layout, Open.
3. In the Open Layout dialog box, select a layout, Analyzing the Budget.
4. Click Apply.
Lesson 3 – Overview and Navigation 47
After viewing the new layout that displays when you click Apply, you will select a different layout and then
click Open, which displays the layout and closes the Open Layout dialog box.
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5. In the Open G Layout a blebox, select a layout, Classic WBS.
a n a sfe
i
l Open.
6. EClick r an
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48 Lesson 3 – Overview and Navigation
Gantt Chart
The 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:
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Bar Area – Provides a graphical display of activity progress over the duration of the project.
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Lesson 3 – Overview and Navigation 49
Move the timescale to focus on a specific time period – Place the cursor in the major date
interval until the cursor displays as , and then click and drag the timescale left or right.
Compress/expand the timescale to widen/narrow width of columns – Place the cursor in the
minor date interval until the cursor displays as , and then click and drag the cursor left or right
to compress or expand the columns.
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3. Hover your mouse in the minor date interval, and then click and drag to expand the timescale.
4. Hover your mouse in the major date interval, and then click and drag to move the timescale.
50 Lesson 3 – Overview and Navigation
Activity Network
Use the Activity Network to view the relationships between activities and to better understand the logical
flow of the activities in the project:
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Display the Activity Network.
1. On the Layout Options bar, click Show on Top, Activity Network.
(Press and hold the Alt button on your keyboard, click and hold the mouse button, and move the
mouse up/down to zoom in/out manually.)
3. Click an item in the left pane, BLDG-XX.Int-Finish, to see it displayed in the Activity Network in
the right pane.
Lesson 3 – Overview and Navigation 51
Activity Table
The Activity Table enables you to display project data in a tabular format. You can modify the columns in
the Activity Table to meet your needs.
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Display the
t r an Table.
1. Onnothen Layout Options bar, click Show on Top, Activity Table.
52 Lesson 3 – Overview and Navigation
Customizing a Layout
The Activities window can be customized and saved as a layout. Saving layouts for future use allows you to
retrieve information quickly. Use the Layout Options bar as your centralized menu for layout customizing.
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Columns Filters
Selecting Columns s a
) h a
O Mand specify
d e ฺ the order
The Columns dialog box enables you to select columns to display in the Activity Table i
in which they appear: A ILฺC nt Gu
Available Options section – Lists data items in groups@
GM tude
G S is S
or in a list.
Up/down arrows
a Go– Specify
e r abthe order of the selected data items.
l ian rans f
E
Click Edit Column to-tchange the selected item’s title and choose the title’s alignment in the display.
n o n
Add a column to the Activity Table and reorder the items displayed.
1. On the Layout Options bar, click Columns.
Lesson 3 – Overview and Navigation 53
2. On the Columns dialog box Available Options bar, click Group and Sort By, List.
3. In the Available Options section, select a data item, Budgeted Labor Cost.
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4. Click to move the selected data item to the Selected Options section.
5. Use the navigation arrows to order the data items as follows: Activity ID, Activity Name, Budgeted
Labor Cost, Original Duration, Remaining Duration, Start, Finish, Activity % Complete, Total
Float.
6. Click Apply.
2. In the Selected Options window, click a data item, Budgeted Labor Cost.
3. On the Available Options bar, click Hint Help to disable the onscreen help box.
4. Click OK.
54 Lesson 3 – Overview and Navigation
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Display Activity Details. M A ent
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ฺAGActivity
1. On the Layout Options bar, click Show on Bottom, is
thDetails.
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Lesson 3 – Overview and Navigation 55
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Add a tab to Activity a b
a n a sfer
i
l the Layout
1. EOn r an Options bar, click Bottom Layout Options.
- t
2. non
In the Activity Details dialog box Available Tabs window, select Feedback.
3. Click to move the selected data item into the Display Tabs window.
4. Click OK.
56 Lesson 3 – Overview and Navigation
Saving Layouts
Layouts 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 window:
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A ฺAG e thi
Save a layout.
L IAN to us
z E se
(click
l
1. On the Layout Options ebar,
c e n Save As.
Layout,
a
nz As bdialog l i
G o a le box Layout Name field, type <Classic WBS with Budgeted Labor
a n a sfer
2. In the Save Layout
i
El -tran
Cost>.
4. Click Save.
? Why customize or create your own layouts rather than just using one of the
available default layouts?
58 Lesson 3 – Overview and Navigation
Closing a Project
Close the project when you are finished working with it. You are prompted to verify that you want to close
the project.
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a na thatnsisfcurrently
Close theliproject
e open.
E -tra
1. On the n menu, click Close All.
noFile
2. When asked if you are sure you want to close the project, click Yes.
Lesson Review
Key Concepts
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You can choose to open a project in Read Only, Shared, or Exclusive mode.
Tabbed windows enable you to have multiple windows open simultaneously and to navigate between
windows by clicking the appropriate tab.
Tab groups, which enable you to display two or more windows simultaneously, can be useful for
comparing related information in different windows.
View activity data in the Activities window using customized top and bottom layouts.
Use layouts to easily view data specific to your needs. You can customize layouts by selecting
s a
columns and by specifying top/bottom layouts.
) h a
Activity Details, arranged in tabs, displays detailed information for theO activity ฺ
M dhighlighted
e in the
ฺ C u i
Activity Table or Activity Network.
A IL nt G
G M de
Review Questions S @ Stu
s
A ฺAG e thi
L IAN you
1. When you open a project in _____ mode,
t o uaresthe only user who can change data in that project.
a. Read Only
z (E nse
a l e l i ce
b. Shared z
on rable
c. Exclusive
a sfeG
i a n
Ed.l User - t r an
nonor False: A layout can be saved so that it can be accessed by only one user.
2. True
4. True or False: In P6 Professional, toolbar icons and menu options can both be customized.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2018, Oracle and/or its affiliatesฺ
Creating a Project
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Copyright © 2013, Oracle. All rights reserved.
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Lesson 4 – Creating a Project 61
Objectives
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Copyright © 2013, Oracle. All rights reserved.
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62 Lesson 4 – Creating a Project
Project
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Lesson 4 – Creating a Project 63
Creating a Project
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64 Lesson 4 – Creating a Project
Notes
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Lesson 4 – Creating a Project 65
In this lesson, you will use the Create a New Project wizard to create a project. The wizard provides
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students who may be new to project management and/or to P6 Professional with the most reliable way of
ensuring that all necessary project information is properly entered. As you become more experienced with
project management and P6 Professional, you may wish to use other methods to create projects. On the File
menu, click New to launch the Create a New Project wizard.
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Each screen in the wizard contains information on the data that you need to provide.
Click Prev to return to the previous screen; click Next to advance to the next screen in the wizard.
Click Finish when you have completed entering data. You can click Finish at any time. Note,
however, that some project information may be populated with default data or no data if you
click Finish before completing all screens in the wizard.
66 Lesson 4 – Creating a Project
Launch the Create a New Project wizard and select an EPS location.
1. On the File menu, click New to launch the Create a New Project wizard.
Lesson 4 – Creating a Project 67
3. Select an EPS node, Building East, and then click to assign the selection.
?
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4. Click Next.
3. Click Next.
68 Lesson 4 – Creating a Project
When you launch the calendar, the current month/year is displayed. To navigate to a different year,
click the Month/Year section in the calendar, and then use the arrows to scroll to the desired year.
Click the desired month and date, and then click Select.
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Assign a Planned Start date for the project.
1. In the Project Planned Start field, click .
4. Click Next.
Lesson 4 – Creating a Project 69
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.
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Select a Responsible Manager.
1. In the Responsible Manager field, click .
2. In the Display Options bar, click Filter By, All OBS Elements.
3. Select a Responsible Manager, StudentXX, where XX equals your Student Number, and then click
to assign the selection.
4. Click Next.
70 Lesson 4 – Creating a Project
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z
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Select an Assignment Rate
G a ble
n
1. In theiRate
a aType list,
s e Commercial.
fconfirm
l
E -tra n
on
2. ClicknNext.
Lesson 4 – Creating a Project 71
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Complete the G wizard.
a n a sfe
i
l Finish.
1. EClick r an
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2. non
Confirm you are in the Projects window.
3. In the Project Table, click + to expand the WBS element, Building East.
The Projects window displays projects within the EPS elements to which you have access. On the Enterprise
menu, click Projects to access the Projects window. Project Details, arranged in tabs in the bottom layout,
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The Layout Options bar enables you to format data and open layouts.
Use the horizontal split bar to hide/show more information – for example, to display more of
Project Details and less of the Project Table.
Use the vertical split bar to alter the balance between left and right panes of the Projects window.
Tabs in Project Details display detailed information about a project selected in the Project Table.
Lesson 4 – Creating a Project 73
Open a layout.
1. Confirm that you are in the Projects window. On the Layout Options bar, click Layout, Open.
General Tab
The General tab enables you to view or modify general information about the selected project. Specify
Project ID, Project Name, and Responsible Manager when you create the project, or modify this information
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Dates Tab
The Dates tab enables you to edit date information for the selected project. Specify the Planned Start and
Must Finish By dates when you create the project, or modify this information in the tab. Fields in the Dates
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tab:
Notebook Tab
The Notebook tab enables you to write, view, or edit project notes such as the project’s purpose, core
requirements, or other project-specific details.
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Notebook Topic – List of topics assigned to the selected node/project. You can also add Notebook
topics to WBS elements and activities.
Detail – User-defined description of the selected topic. HTML editing features are available to use,
including formatting text, inserting pictures, copying, pasting, and adding hyperlinks.
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5. In the Detail section, e l i ce
lclick Modify.
z
on box le
Gdialog
6. Click inathe r a b
n s f e and type <Construct an addition to the existing office building.>.
lia traonn your keyboard.
7. EPress Enter
-
non
For single spacing, press Shift-Enter.
10. In the Type list in the Hyperlink dialog box, confirm http: is selected.
Codes Tab
The Codes tab enables you to assign project codes and values to the selected project.
Project codes allow you to group the projects in the EPS into specific categories, such as location or
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division. Project codes are also useful for organizing large amounts of information and for distinguishing
one project from another. Unlimited hierarchical project codes are supported.
Note the distinction between project code and project code value. It is the project code value – not the
project code – that is assigned.
? Can you suggest ways that your company might use project codes?
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2. Click Assign.
3. In the Project Code: Project Region grouping, select a project code value, E-East.
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 the letters you have
typed are displayed in the dialog box.
In the following exercise, you will type ahead to find the project code value ENG – Engineering.
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Use type ahead to find a project code value.
1. In the Search field, type <eng>.
Defaults Tab
The Defaults tab is divided into two sections:
Defaults for New Activities – Indicates the settings used when new activities are added to the
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project. Note that changing these settings will not affect existing activities.
Auto-numbering Defaults – Sets how new activities are numbered in the project.
When the Increment Activity ID bas ed on selected activity check box is selected, the prefix or
suffix of the selected activity is applied to the activity that is being added.
For the activities in the Office Building Addition project, you will set the activity ID prefix to BA, and
confirm 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 s a
to the project and can be especially helpful when viewing activities from different projects. ) h a
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i
? How would Activity ID prefixes help when viewing A ILฺC nfrom
activities
t G udifferent
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Original Budget – Estimate of the total budgeted or planned amount you require for this project,
including all funding contributions.
Proposed Budget – Sum of the original budget plus approved and pending budgets.
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2. In the Original Budget field, type <275,000>, and then press Enter on your keyboard.
82 Lesson 4 – Creating a Project
Lesson Review
Key Concepts
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There are three ways to create a project: Create a New Project wizard, importing a file, and copying
an existing project.
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 Planned Start and Must Finish By dates.
Review Questions
s a
1. h a
Which tab in the Projects window would you click to change the project’s Planned Start date?
)
a. General O M deฺ
I L ฺC Gui
b. Defaults
M A ent
c. Dates
S @G Stud
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d. Settings
A ฺAG e thi
IANyou must s a date by which the project will finish.
uspecify
2. True or False: When creating a project,
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3. l e
On which tab can you specify
a auto
l i e
cnumbering of Activity ID values?
a. Settings
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b. Defaults
i
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c. EDates - t r an
n on
d. General
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G
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84 Lesson 5 – Creating a Work Breakdown Structure
Objectives
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Lesson 5 – Creating a Work Breakdown Structure 85
WBS
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86 Lesson 5 – Creating a Work Breakdown Structure
WBS
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Lesson 5 – Creating a Work Breakdown Structure 87
WBS
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WBS of the BLDG project, which you will use throughout this
course.
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88 Lesson 5 – Creating a Work Breakdown Structure
Notes
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Lesson 5 – Creating a Work Breakdown Structure 89
Use the WBS window to create a Work Breakdown Structure. On the Project menu, click WBS to display
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to add WBS elements to the WBS Table.
Specify a WBS Code and WBS Name for each new element in the WBS Table.
Use the General tab in WBS Details to specify a Responsible Manager for a WBS element.
Navigation arrows on the Move toolbar enable you to indent or outdent selected WBS elements
and modify the overall WBS structure.
90 Lesson 5 – Creating a Work Breakdown Structure
Use the WBS window to add elements to the Work Breakdown Structure of the Office Bu ilding
Addition project.
Use WBS Details to assign a Responsible Manager to new elements of the WBS.
Use navigation arrows to reorganize the WBS.
2. In the WBS Code column, type <D&E>, and then press Tab on your keyboard.
When you create a new WBS element, it is indented as a “child” of the WBS element that is currently
selected.
If you add a WBS element to the wrong level or in the wrong order, use the navigation arrows in the Move
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? What happens to the activities assigned to a WBS element when the element is
moved or deleted?
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2. Click .
3. In the WBS Code column, type <Mechanicals>, and then press Tab.
4. In the WBS Name column, type <Mechanical/Electrical Systems>, and then press Enter.
5. In the Responsible Manager field in the General tab in WBS Details, click .
The “child” WBS inherits attributes from the “parent” WBS. This is illustrated below where the WBS
element you create, Elevator, inherits the Responsible Manager of its parent, Mechanical/Electrical
Systems.
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a naelement.
Add aliWBS n s fe
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non that the WBS element, Mechanical/Electrical Systems, is selected.
1. Confirm
2. Click
3. In the WBS Code column, type <Lifts>, and then press Tab on your keyboard.
4. In the WBS Name column, type <Elevator>, and then press Enter.
To specify the level that WBS elements group to, click Collapse To on the Layout Options bar. To expand
or collapse elements of the WBS, click Expand All or Collapse All on the Layout Options bar.
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Add the next WBS element.
a GGrouping
e raBands To list, select WBS Level 1, and then click OK.
6. In the Collapse
n s f
Elia -tran
nononly the root level of the WBS is displayed.
Note that
8. In the Collapse Grouping Bands To list, select WBS Level 3, and then click OK to restore the WBS
to its expanded form.
Lesson 5 – Creating a Work Breakdown Structure 95
Lesson Review
Key Concepts
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The 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 to produce the deliverables for each WBS element.
Create the WBS in the Work Breakdown Structure window.
New elements are automatically indented under the selected parent element.
Use the navigation arrows to indent/outdent and to rearrange the WBS elements.
s a
) h a
Review Questions
O M deฺ
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Aof theeWBS
1. True or False: When you create a new project, the root level
M n t is created with the same
@G Stud
name as the project.
S
G tithisisautomatically added at the same level as
2. True or False: When you add a new WBS
A ฺ Aelement
e
the highlighted WBS element.
I A N u s
( E Larrows e to the structure of the WBS hierarchy.
l e z cens
3. True or False: Use navigation to adjust
o nza ble li
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Adding Activities
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Lesson 6 – Adding Activities 97
Objectives
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98 Lesson 6 – Adding Activities
Activities
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Lesson 6 – Adding Activities 99
Activity Components
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100 Lesson 6 – Adding Activities
Activity Type
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Lesson 6 – Adding Activities 101
Start Milestone
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102 Lesson 6 – Adding Activities
Finish Milestone
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Lesson 6 – Adding Activities 103
Task Dependent
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104 Lesson 6 – Adding Activities
Resource Dependent
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Lesson 6 – Adding Activities 105
Laborer X W X W X
Engineer W X W W Was a
h
High-Capacity Crane X X W WOM) X eฺ
I L ฺC Guid
W = work day X = nonwork day
M A ent
G tudbased on activity
• How many days will activity be scheduled,
@
type? G S is S
A ฺ A e th
IAN to us
– Task Dependent
L
– Resource Dependent
(E nse
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106 Lesson 6 – Adding Activities
Laborer X W X W X
Engineer W X W W W
High-Capacity Crane X X W W X
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Lesson 6 – Adding Activities 107
Question
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108 Lesson 6 – Adding Activities
Level of Effort
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Lesson 6 – Adding Activities 109
WBS Summary
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110 Lesson 6 – Adding Activities
Activity Codes
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Lesson 6 – Adding Activities 111
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112 Lesson 6 – Adding Activities
Notes
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Lesson 6 – Adding Activities 113
There are four ways to add activities to a project: right-click in the Activity Table and select Add; click
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on the Edit toolbar; click Add on the Edit menu; or press Insert on your keyboard.
Use Edit/Add or click on the Edit toolbar to launch the New Activity wizard, which provides step-by-
step guidance in adding activities to the project plan. The wizard ensures that all necessary information is
entered properly. Once you become more familiar with the information required for adding new activities,
you may prefer to forgo the use of the wizard and add activities manually.
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On the Edit menu, click User Preferences and then select the Assistance tab to enable the New
Activity wizard.
Use the Edit toolbar to add, delete, cut, copy, and paste activities.
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3. When asked if you want to save changes to the present layout, click No.
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A ฺAG e thi
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z (Ein User
Enable the New Activity wizard n e
sPreferences.
e
al e lic e
n z
o click l Preferences.
User
1. On the Edit menu,
G a b
a n a sfer
i an tab.
El the-trAssistance
2. Click
4. Click Close.
116 Lesson 6 – Adding Activities
Once launched, the New Activity wizard provides a brief description of the type of information to be
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Add anEactivity-tvia
r athe New Activity wizard.
n o n
1. On the Edit toolbar, click .
Lesson 6 – Adding Activities 117
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a l e l i ce
z
onthe rnew le
G a bactivity.
a n a sfe
Specify a name for
l i
1. EIn the Activity
r anID field, confirm BA1000.
- t
non
? Where did this Activity ID come from?
2. In the Activity Name field, type <Building Addition Kickoff>.
3. Click Next.
118 Lesson 6 – Adding Activities
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4. In the WBS field, click . A ฺAG e thi
L I A N
t o us
5. Select a WBS element, Design (and
E Engineering,
e and then click .
z n s
Click Next. z a le lice
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Lesson 6 – Adding Activities 119
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a sfeG
i a n
El an activity
Assign
- t r an type to the new activity.
1. In onActivity Type list, select Start Milestone.
nthe
? What is the default activity type for this project?
2. Click Next.
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Complete thenwizard.
i a
El -trnot anshow this wizard again check box.
1. Select thenDo
no
2. When prompted, click OK.
3. Click Finish.
Lesson 6 – Adding Activities 121
There are a number of ways to add activities to a project plan other than using the New Activity wizard.
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Before adding a new activity, however, you should first select a WBS element in which the activity will
reside, or select an existing activity in the Activity Table (The new activity will appear below the selected
activity.). After you have added the new activity to the Activity Table, use the tabs in Activity Details to
enter additional information.
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In the Activity Table, select a WBS element or an existing activity below which you want to add
a new activity.
Right-click on the Activity Table and click Add to add a new activity to the Activity Table.
Use the tabs in Activity Details to enter additional information about a new activity.
122 Lesson 6 – Adding Activities
2. On the Edit menu, click Add, or right-click and on the menu, select Add.
General Tab
Use the General tab to enter basic information about the activity, including Activity Type, discussed earlier
in this lesson.
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a activity e information in the General tab.
Verify ornenter
i a n s f
El -traDetails,
non
1. In Activity verify that the General tab is selected.
3. In the Activity Name field, type <Design Building Addition>, and then press Enter on your
keyboard.
Status Tab
Use the Status tab to define the selected activity's duration, constraints, Start and Finish dates, labor and
nonlabor units and costs, and material costs. Use the Status tab to view the selected activity's float, actuals,
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non
Type an Original in the Status tab.
2. In the Original Duration field, type <12>, and then press Enter.
Note that the Finished date changes as a result of the entry. Note also that the length of the
corresponding bar in the Gantt chart increases.
Lesson 6 – Adding Activities 125
Notebook Tab
The 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.
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Add a Notebook topic and description for the new activity.
6. Click in the dialog box and type< Design changes may increase duration of activity.>.
7. Click OK.
126 Lesson 6 – Adding Activities
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z (E nse
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oenter le via columns.
G a b
a n a sfer
Add an activity and
1. In E
i
thel Activity r n select a WBS element, Design and Engineering.
aTable,
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Press Insert on your keyboard.
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4. In the Activity Name column, typeA
L
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I <Review t o usApprove Designs>.
z
5. In the Activity Type column,
(EconfirmnsTask
e Dependent.
e
al e lic e
n z
o Duration lcolumn, type <9>, and then press Enter on your keyboard.
6. In the Original
G a b
a n a sfer
i anbar for activity BA1020 increases in length as a result of your entry in the Original
l thattrthe
ENote -
non column.
Duration
? Where else might you expect to see a change as a result of your entry in the
Original Duration column?
128 Lesson 6 – Adding Activities
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A ฺAG e thi
Add a Level of Effort activity.
L IAN to us
z (E element,
n se BLDG – Adding Activities.
1. In the Activity Table, select e
al e lic
a WBS e
n z
o clickrabl.
G
2. On the Edit toolbar,
a sfe
i a n
thel Activity
3. In E
- t r aIDncolumn, type <BA-ADMIN>.
n o n
4. In the Activity Name column, type <Project Administration>.
In the Steps tab, click Add to create new steps for the activity. You can also click Add from Template to add
steps that have been defined and saved as a template.
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z (E nse
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z
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Add steps andG descriptions
a n a sfe
i an Table, select an activity, BA1020 - Review and Approve Designs.
1. EInl the Activity
r
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2. non
In Activity Details, click the Steps tab.
4. Type a name for the step, <Review Designs>, and press Enter on your keyboard.
6. Click in the dialog box and type a description for the step <Review designs to be sure they meet
customer requirements.>, and then click OK.
8. Type a name for the step, <Finalize Decision>, and press Enter on your keyboard.
10. Type a description <Meet with team to finalize decision.>, and then click OK.
130 Lesson 6 – Adding Activities
Activity Codes
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
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activities. Examples of activity codes include Phase, Area, Site, and Division.
Each activity code can contain an unlimited number of activity code values, which can be organized in a
hierarchy for efficient search and selection.
3. Click Assign.
7. Select an activity code value, ENG –Engineering Department, and then click .
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a scode e to multiple activities.
Assign annactivity
i a f
El -tran Table, select an activity, BA1010 - Design Building Addition.
1. In thenActivity
no
2. Ctrl+Click to select another activity, BA1020 - Review and Approve Designs.
6. In Activity Code: CSI Code grouping band, select an activity code value, 20.600 – Architectural.
7. Click to assign the code value, and then click to close the dialog box.
8. Click in the Gantt chart to deselect the activities, and then select activities BA1010 and BA1020
individually to verify in the Codes tab that the activity code value has been assigned.
132 Lesson 6 – Adding Activities
Application administrators can restrict users’ ability to add activity code values through security settings.
And, while it is possible to add activity code values at the global- or EPS-level, this feature was designed
primarily to enable project managers to quickly add project-level code values.
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z (E nse
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z
n value.
Define a new activityocode le
G r a b
a na Table,
1. In theliActivity s f eselect an activity, BA1020 – Review and Approve Designs.
E -tran
on tab in Activity Details, click Assign.
2. In thenCodes
5. Click .
6. In the Add Code Value dialog box, type a Code Value <TPSxx> where xx equals your Student ID.
Next, type a Code Value Description <Third Party Signoff>.
7. Click OK.
8. Expand the QA code value grouping band and select TPSxx – Third Party Signoff.
9. Click to assign the code value, and then click to close the dialog box.
Lesson 6 – Adding Activities 133
Lesson Review
Key Concepts
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There are four ways to add an activity to a project: On the Edit menu, click Add; press Insert on the
keyboard; click , or right-click and click Add on the right-click menu.
Enable the New Activity wizard in the User Preferences, Assistance tab, located on the Edit menu.
Activity Type controls how an activity’s dates are calculated.
Use steps to create an activity checklist, and to track step completion.
Use activity codes to group activities by a common attribute. Create unlimited code values for each
activity code. Activity code types:
s a
Global-level codes can be assigned to all activities in the database. ) h a
O M deฺ
EPS-level activity codes can be assigned to all activities in the C
I L ฺ EPS.
G ui
Project-level activity codes can be assigned to activities
M A in thee n t
projects in which they are
created.
G
@ Stu d
S s
A ฺAG e thi
Review Questions
L IAN to us
1. For which type of activity z (areEdatesndetermined
se
l e c e by the availability of the resources assigned to the
activity?
o nza ble li
G era
a. Task dependent
a
l i a n n s f
E -tra
b. Resource dependent
n
c.noMilestone
d. Level of effort
3. True or False: Choose Edit, User Preferences, and then click the Assistance tab to enable the New
Activity wizard.
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Assigning Calendars
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Lesson 7 – Assigning Calendars 135
Objectives
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136 Lesson 7 – Assigning Calendars
Calendars
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Lesson 7 – Assigning Calendars 137
Calendar Pools
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138 Lesson 7 – Assigning Calendars
Calendar Pools
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• Global
– Calendars that can be used by all projects and resources.
– Example: 5-day workweek, 8 hours/day (usually with holidays
and non-work days from the organization’s calendar).
• Project
– Project-specific calendars.
– Example: 6-day workweek calendar to accelerate project.
s a
• Resource h a
– Resource calendar can be assigned to resource onlyO M– )notdtoeฺ
an activity. I L ฺC Gui
A ent
– Example: Personal vacation days for GanM d resource.
individual
u
@
S is S t
ฺ A G th
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Lesson 7 – Assigning Calendars 139
Resource Calendars
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140 Lesson 7 – Assigning Calendars
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Lesson 7 – Assigning Calendars 141
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142 Lesson 7 – Assigning Calendars
On the Enterprise menu, click Calendars to launch the Calendars dialog box, which enables you to create
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To create a calendar, click Add, and then specify work time and non-work time.
each day:
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6. Click OK.
7. Click Close.
Lesson 7 – Assigning Calendars 145
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A ฺAG e thi
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a l e l i ce
z
on rable
a sfeG
i a n
El a project
Create - t r ancalendar.
non
1. Open a project, BLDG – Assigning Calendars.
3. Select Project.
4. Click Add.
6. In the Calendar Name field, type <3 Day Workweek>, and then press Enter on your keyboard.
146 Lesson 7 – Assigning Calendars
Calendar list.
Click Workweek to set the number of work hours for each day.
Select Total work hour s/day to view the total number of work hours in the selected day in the Work
hours/day field.
Select Detailed work hours/day to view each work hour in the selected day. You also can set work time in
30-minute increments.
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Link a global calendar’s holidays to the newly created calendar and set the workweek.
1. In the Calendars dialog box, confirm that 3 Day Workweek is selected, and then click Modify.
3. In the Inherit holidays and exceptions from Global Calendar list, select Signature Corp Holidays.
4. Click Workweek.
5. In the Calendar Weekly Hours dialog box, type <0> hours for Monday and Friday, and then click
OK.
Lesson 7 – Assigning Calendars 147
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Add a non-work day to the calendar.
2. Click Nonwork.
148 Lesson 7 – Assigning Calendars
Setting Exceptions
There are times when you need to set an exception in the calendar – a regularly scheduled non-work day
that needs to become a work day. For example, you may need to change some non-work days to work days
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because the project is behind schedule. When you schedule the project, activities that use the modified
calendar will schedule accordingly.
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Define an exception in the calendar.
1. Select a non-work day, 12-Jan-18.
2. Click Work.
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View default calendar. A ฺAG e thi
L I A N
t o us
(E thentop
1. Click the Projects view tab near
z s eof the screen. (Or on the Enterprise menu, click Projects).
z a le lice– Assigning Calendars.
select BLDG
on rable
2. In the Project Table,
G
a Details,
l i a n
3. In Project
n s feclick the Defaults tab.
E -tra
?noWhatn calendar is assigned as the default calendar for this project?
150 Lesson 7 – Assigning Calendars
To assign a different calendar to an activity, manually change the assigned calendar on the General tab in
Activity Details. Assign a specific calendar to a resource in the Details tab in Resource Details.
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@G Stud
Assign calendar to an activity.
S s
ฺAG e thi
1. Click the Activities tab near the top of the screen.
A s
N –uInstall
IABA5100
E L
2. In the Activity Table, select an activity,
e t o Exterior Doors and Windows.
(
zGeneral ns
l e c e
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3. In Activity Details, click the tab.
G o a click .
rfield,
4. In the Activity
a Calendare
n
lia tran s f
5. OnEthe Select
n - Activity Calendar Display Options bar, click Project Calendars.
n o
6. Select a project calendar, 3 Day Workweek, and then click .
Dates in the project schedule will not reflect the new calendar assignment until the project is
rescheduled.
Lesson 7 – Assigning Calendars 151
Lesson Review
Key Concepts
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Review Questions
1. Which of the calendar pools can be used by resources?
s a
a. Global
) h a
O M deฺ
b. Project
I L ฺC Gui
c. Resource
M A ent
d. a and b
S @G Stud
s
e. a and c
A ฺAG e thi
L
2. True/False: Activity type determinesIANwhether
t o uans activity uses an activity calendar or the calendar
z
of its assigned resource(s). (E nse
a l e l i ce
3. True/False: o
z
n cannot leenter non-work days in a project calendar if it is linked to a global
G You
a b
calendar
a n a sfer
i
El -tran
non
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G
a sCase
l i a n n fe Study 1– Creating a Project
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non
Case Study 1– Creating a Project 153
Creating a Project
Background
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You are a project manager working for a general contractor, and your firm is using P6 Professional to
manage the renovation of an apartment building. Following a meeting with the project team, you have been
assigned to create the project and its Work Breakdown Structure.
Objectives
3. Create a WBS structure for the newly created project using the information in the table below:
l i a n nsf
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Case Study 1– Creating a Project 155
Activity Original
WBS Element Activity Name Activity Type
ID Duration
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Design
A1000 Start project Start Milestone 0d
A1010 Design renovations Task Dependent 15d
A1020 Review and approve designs Task Dependent 5d
Foundation
A1040 Excavate foundation Task Dependent 5d
A1050 Install drainage system Task Dependent
s
5d
a
A1060 Inspect and repair foundation Task Dependent ha10d
O M) d3deฺ
A1070 Backfill and compact
ฺC Gui
Task Dependent
I L
Structure
M A ent
A1080 @G STask
Erect protective fencing
S tudDependent 4d
ฺ AGfinished
Remove interior
A e this Task Dependent 4d
IAN to us
A1090
surfaces
L
A1100 (E Rebuild
e z e n sechimney Task Dependent 5d
n z al e lic
G o rabl
a n a sfe
i
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non
SECTION II
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Scheduling and
Assigning Resources
Creating Relationships
Scheduling
Assigning Constraints a
Creating Layouts h a s
Understanding Roles and ResourcesOM
) ฺ
i d e
Assigning Roles and Resources
A ILฺC nt Gu
GM
Optimizing the Project Plan de
@ St u
S s
A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
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a sfe
i a n
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Creating Relationships
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h a
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M A ent
S @G Stud
s
A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
Copyright © 2013, Oracle. All rights reserved.
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158 Lesson 8 – Creating Relationships
Objectives
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S @G Stud
s
A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
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Lesson 8 – Creating Relationships 159
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A ฺAG e thi
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z (E nse
a l e l i ce
z
on rable
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160 Lesson 8 – Creating Relationships
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Lesson 8 – Creating Relationships 161
Relationship Types
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A ฺAG e thi
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z
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162 Lesson 8 – Creating Relationships
A
First Activity
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B O M) deฺ
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Second Activity
M A ent
S @G Stud
Example: When we finish writing ฺA G thiswe can send it to
the report,
N A u s e
the client. A
LI e to
( E
z cens
l e
o nza ble li
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Lesson 8 – Creating Relationships 163
A
First Activity
s a
h a
B
O M) deฺ
Second Activity I L ฺC Gui
M A ent
S @G Stud
s
thisoftware,
Example: When we start selling
A ฺAG our new
e
we will start
offering support
L t o us
IANservice.
z (E nse
a l e l i ce
z
on rable
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164 Lesson 8 – Creating Relationships
A
First Activity
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B
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Second Activity
M A ent
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Example: When we finish testing,
A e his collecting data.
G cantfinish
ฺAwe
L IAN to us
z (E nse
a l e l i ce
z
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Lesson 8 – Creating Relationships 165
A
First Activity
s a
B ) h a
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Second Activity I L ฺC Gui
M A ent
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s
ฺAG e thi our own components,
Example: When we begin manufacturing
A
IAN to usthem.
we can stop outsourcing
L
z (E nse
a l e l i ce
z
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166 Lesson 8 – Creating Relationships
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Lesson 8 – Creating Relationships 167
Activity B can start after activity A finishes and seven days have
passed.
A
First Activity
FS 7d
s a
B ) h a
O M deฺ
Second
I L G ui
ฺCActivity
M A ent
S @G Stud
A ฺ t his and cures for seven
AGis epoured
Example: After the concrete floor
I A u s
N constructing
days, we can begin the walls.
E L et o
(
z cens
l e
o nza ble li Copyright © 2013, Oracle. All rights reserved.
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168 Lesson 8 – Creating Relationships
A
First Activity
SS 3d
s a
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B
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Second Activity I L ฺC Gui
M A ent
S @G Stud
is three days
G thpipes
Example: We can start laying theฺAdrainage
A us e
L IAN the
after we start digging
t o
trenches.
z (E nse
a l e l i ce
z
on rable
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Lesson 8 – Creating Relationships 169
Question
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170 Lesson 8 – Creating Relationships
Notes
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Lesson 8 – Creating Relationships 171
Use the Activity Network to create relationships between activities graphically, or use the Predecessors and
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s a
) h a
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M A ent
S @G Stud
s
A ฺAG e thi
L IAN to us
z (E nse
a l e l i ce
z
on rable
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a sfe
i a n
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noOn n the WBS Table, click a WBS element to display its activities in the Activity Network.
In the Activity Network, view the activities contained in the selected WBS element and create
relationships by clicking and dragging your mouse cursor from the edge of one activity to the
edge of another.
Use the Relationships tab in Activity Details to create and view relationships between an activity
and its predecessor and successor activities.
Use the Lag field on the Relationships tab to assign lag to the relationship between two activities.
172 Lesson 8 – Creating Relationships
2. Confirm that you are in the Activities window. (Or on the Project menu, click Activities.)
6. Press and hold Alt on your keyboard, and then click and drag your mouse to zoom in on activities
in the Activity Network.
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7. In the right pane of the Activity Network, select an activity, BA4160 – Rough-in Plumbing/Piping.
The left edge of the activity represents the start of the activity.
The right edge of the activity represents the finish of the activity.
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2. Click and drag the mouse to the left edge of successor activity, BA4170 - Install Wiring and Cable.
In the Assign Successors dialog box, group and sort activities in a variety of ways, including by EPS and by
List. On the Display Options bar, click Group and Sort By to view options.
? What are the other activity display options for the Assign Successors dialog box?
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3. Select an activity, BA4180 – Connect Equipment, and then click to assign the selection.
Note that the relationship is now displayed in both the Successors pane and the Activity Network.
Lesson 8 – Creating Relationships 175
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a sactivity
l
Assign i a
a n n
successor fe using the GoTo feature.
E -tra
1. Onnothen Layout Options bar, click Show on Top, Gantt Chart.
2. In the Successors pane on the Relationships tab, select an activity, BA4180 – Connect Equipment.
5. Select an activity, BA4100 – Startup and Test HVAC, and then click to assign the selection.
6. Click .
176 Lesson 8 – Creating Relationships
Assigning Lag
Use the columns on the Relationships tab to make adjustments to the relationship type or to assign lag.
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Assign lag to a relationship.
a sfe
i a n n confirm that activity BA4180 – Connect Equipment is selected.
thel Activity
1. In E t r aTable,
-
2.
non
In the Successors pane, click in the Lag field and type <3>.
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View relationships between activities
L t o us Table and the Gantt chart.
IAinNthe Activity
z E se
(click
1. On the Layout Options l ebar,
c e n
Columns.
a
z le
nOptions l i
o
G erabsection, click to expand Lists.
2. In the Available
a a
n nsf
l i
n tra
3. ESelect Predecessors,
- click to move it to the Selected Options section, and then click to
no it at the bottom of the list.
position
4. In the Available Options section, select Successors, and click to move it to the Selected Options
section.
Confirm that Successors appears below Predecessors at the bottom of the Selected Options list.
5. Click OK.
6. Drag the vertical split bar to expose the new columns, and adjust column widths as necessary.
7. Double-click in the Gantt chart area to display the bars for the activities.
Note that even though relationships were added, the activities did not move from the project start
date. When the project is scheduled, the activities will be positioned in the Gantt chart according to
their relationships.
178 Lesson 8 – Creating Relationships
Lesson Review
Key Concepts
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Use the Precedence Diagramming Method to create a network logic diagram that shows the
relationships between activities. Build the diagram using boxes to represent activities and arrows to
represent logical relationships between the activities.
P6 Professional supports four relationship types (Finish to Start, Start to Start, Finish to Finish, and
Start to Finish) that identify the type of dependency that exists between an activity and its
predecessor or successor.
Lag is the offset or delay between an activity and its successor.
s a
) h a
Create relationships in the Activity Network via a graphical display or on the Relationships tab in
Activity Details.
O M deฺ
I L ฺC Gui
Review Questions M A ent
@ G tud
1. On the Relationships tab in Activity Details, which G S S
of theisfollowing is used to jump from the
current activity to one of its predecessor or A ฺ A
successor e t h
activities?
A N u s
a. Jump
( E LI e to
b. Search l e z cens
c. Look o nza ble li
a G era
d. GoTo
l i a n n s f
E -default
n tra relationship type in P6 Professional?
no
2. What is the
a. Finish to Start
b. Finish to Finish
c. Start to Start
d. Start to Finish
3. True or False: Lag is an offset or delay between an activity and its successor.
Scheduling
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180 Lesson 9 – Scheduling
Objectives
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182 Lesson 9 – Scheduling
Critical Path
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Lesson 9 – Scheduling 183
Data Date
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184 Lesson 9 – Scheduling
Data Date
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Lesson 9 – Scheduling 185
Forward Pass
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186 Lesson 9 – Scheduling
Forward Pass
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Lesson 9 – Scheduling 187
Backward Pass
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188 Lesson 9 – Scheduling
Backward Pass
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Lesson 9 – Scheduling 189
Total Float
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Lesson 9 – Scheduling 191
Total Float
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192 Lesson 9 – Scheduling
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Lesson 9 – Scheduling 193
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194 Lesson 9 – Scheduling
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Lesson 9 – Scheduling 195
Open Ends
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196 Lesson 9 – Scheduling
Question
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A e30
Notice that there is no relationship between activities
M n tand
50, creating two additional open ends. What
S tud when
@G willShappen
s
this network is scheduled?
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Lesson 9 – Scheduling 197
Question
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No Imposed Finish
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Formulas:
A
Early Start + Duration - 1 = Early Finish
IAN to us
Late Finish - Duration + 1 = Late Start
Late Start - Early Start = Total Float
L
(E nse
l e z ce
z a l i
on rable
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198 Lesson 9 – Scheduling
Question
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Formulas:
s
A ฺAG e thi
Early Start + Duration - 1 = Early Finish
Late Finish - Duration + 1 = Late Start
IAN to us
Late Start - Early Start = Total Float
L
(E nse
l e z ce
z a l i
on rable
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Lesson 9 – Scheduling 199
Notes
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200 Lesson 9 – Scheduling
When you schedule a project, activity dates are calculated according to durations and logic. After the project
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is scheduled, note the change in the position of activities on the Gantt chart. Activities are displayed
according to their calculated start and finish dates. Bars for critical activities are displayed in red.
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On the Tools toolbar, click to schedule a project. You can also click Schedule on the Tools
menu, or press F9 on your keyboard.
Select the Log to file check box to record the results of scheduling.
Schedule a project.
Scheduling a Project
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Schedulen aa
G
project.sfe
i a
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l
nona project, BLDG – Scheduling.
1. Open
2. Confirm that you are in the Activities window. (Or on the Project menu, click Activities.)
? Before the project is scheduled, where are all of the project activities aligned in the
Gantt chart?
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A ฺAG e thi
L
N
IACurrentt o us
Data Date, 08-Jan-18.
7. In the Schedule dialog box, confirm
z (E nsethe
Scheduling/leveling settings
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Statistics
Critical activities
Errors, warnings, and exceptions
Scheduling/leveling results
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onLog.rable
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View the Schedule
i a n
l
1. EOn the -Tools
t r anmenu, click Schedule (or press F9 on your keyboard).
non
2. In the Schedule dialog box, click View Log.
Driving Relationships
An activity may have a relationship with a predecessor that determines its Early Start. This is called a
driving relationship. A solid relationship line indicates a driving relationship. A dashed relationship line
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El -tranon-driving
View drivingnand relationships for an activity.
no
1. On the Layout Options bar, click Layout, Open.
4. Press and hold Alt on your keyboard, and then click and drag your mouse to enlarge the size of
activities in the network.
Note that neither BA3040 nor BA3050 drive the start of BA3070 -- but that BA3060 does drive it.
This is indicated by the Driving field in the Relationships tab and by the relationship lines in the
Activity Network.
Lesson 9 – Scheduling 205
Lesson Review
Key Concepts
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Assigning Constraints
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Lesson 10 – Assigning Constraints 207
Objectives
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208 Lesson 10 – Assigning Constraints
Constraints
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Lesson 10 – Assigning Constraints 209
Must Finish By
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210 Lesson 10 – Assigning Constraints
Start On or After
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Lesson 10 – Assigning Constraints 211
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212 Lesson 10 – Assigning Constraints
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Lesson 10 – Assigning Constraints 213
Additional Constraints
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214 Lesson 10 – Assigning Constraints
Mandatory Mandatory
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Finish
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Lesson 10 – Assigning Constraints 215
Project-level constraints are assigned in the General tab in Project Details. Activity-level constraints are
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s a
) h a
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a l e l i ce
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on rable
G
a sfe
i a n n
El Use-tthe
r aConstraints
n
noconstraints
section on the Status tab in Activity Details to assign primary and secondary
to an activity.
Use the Notebook tab in Activity Details to document constraints after you assign them.
On the Tools menu, click Schedule to reschedule a project after assigning a constraint. Use
columns in the Activity Table to check activity dates and Total Float before and after assigning
constraints.
Click the Projects view tab to navigate to the Projects window where you can assign a Must
Finish By constraint in the Dates tab in Project Details.
216 Lesson 10 – Assigning Constraints
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Reschedule
t r aproject.
nonthe Activities tab near the top of the screen.
1. Click
Scroll down the Activity Table and note that all values in the Total Float column are greater than
or equal to zero days.
5. Confirm the Current Data Date, 08-Jan-18, and then click Schedule.
6. In the Activity Table, view the values in the Total Float column.
The Assemble Brick Sa mples activity is scheduled to start 16-Jan-18. However, brick samples are on back
order and will not be available until 22-Jan-18. You will assign a constraint to reflect the new date.
s a
h a
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A ฺAG e thi
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z
Assign a constraint to an activity. (E nse
a l e l i ce
z
on select leactivity, BA5000 - Assemble Brick Samples.
1. In the Activity Table,
G a ban
a n a sfer
i
El -Details,
2. In Activity
r an confirm that the Status tab is selected.
t
on list in the Constraints section, select a constraint, Start On or After.
3. In thenPrimary
? Before rescheduling, what are the activity’s early dates and what is its Total Float?
6. In the Schedule dialog box, confirm the Current Data Date, 08-Jan-18, and then click Schedule.
? Following rescheduling, what are the activity’s early dates and Total Float?
Lesson 10 – Assigning Constraints 219
Communication is an important part of managing a project, and the Discussion detail window enables you
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to discuss an activity with project participants by sharing comments, questions, and responses. Messages are
saved with the activity and can be referred back to at a later time.
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a
Add a comment to an activity.l e l i ce
z
on rable
G
a in the eStatus detail window, and select Customize Activity Details.
1. Right-click
i a n s f
l tran from the Available Tabs section, and then click the Right Arrow icon to move
2. ESelectnDiscussion
-
no
Discussion into the Display Tabs section.
3. Click OK.
4. Confirm that activity BA5000 is selected, and then click the Discussion detail window.
5. In the text box on the right, type <Will all resources be available to complete activity on June
22 if bricks are on back order until then?>.
6. Click Post to send the message. The message should appear in the Comments field on the left.
220 Lesson 10 – Assigning Constraints
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a l e l i ce
z
onto anraactivity.
Add a Notebook topic G ble
a n a sfe
1. In E
i
thel Activity r n confirm that activity BA5000 is selected.
aTable,
- t
2.
non
In Activity Details, click the Notebook tab.
5. Click .
6. Click .
7. In the Constraints and Assumptions details pane, click Modify to launch an html editor window.
8. Click in the editor window and type <Brick samples are back ordered until January 22.>.
Lesson Review
Key Concepts
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The Must Finish By constraint is used when an overall project deadline must be met.
Use the Start On or After constraint to specify the earliest date an activity can begin.
Review Questions
1. Which of the following applies to the Start On or After constraint? s a
) h a
a. Affects an activity’s early dates and the early dates of successor activities.
O M deฺ
b. Affects an activity’s late dates and the late dates of successor
I L ฺC Gui
activities.
M A ent
c. Violates network logic.
@G its S ud
tsuccessors.
d. Delays an activity as long as possible without S s
affecting
A ฺAG e thi
2. True or False: You should always N
L us topic to document the reason for assigning a
IA use atoNotebook
constraint.
z (E nse
3. Which constraint z a
pulls
e e to the constrained date?
l the LatelicFinish
a. Start On G oornAfterrable
a n a sfe
i
Eb.l Finish r aOnn or After
- t
n n Late as Possible
c. oAs
d. Finish On or Before
Creating Layouts
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Lesson 11 – Creating Layouts 223
Objectives
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s
A ฺAG e thi
L IAN to us
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a l e l i ce
z
on rable
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224 Lesson 11 – Creating Layouts
Grouping
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Lesson 11 – Creating Layouts 225
Grouping
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226 Lesson 11 – Creating Layouts
Sorting
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• Determines the
sequence in which
activities are listed
within grouping bands.
• Based on data item, you
can sort:
– Alphabetically
s a
h a
M) deฺ
– Numerically
– Chronologically O
ฺC Gui
• Click on column header I L
A ent
M
to quickly sort
S @G Stud
s
ascending, descending
A ฺAG e thi
IAN to us
Sorted by Start date Sorted by Start date
Ascending Descending
L
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Lesson 11 – Creating Layouts 227
Filtering
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Filter
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s
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228 Lesson 11 – Creating Layouts
Question
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Lesson 11 – Creating Layouts 229
Notes
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230 Lesson 11 – Creating Layouts
Grouping and sorting in layouts is available in all windows. On the Display Options bar, click Group and
Sort to access the Group and Sort dialog box. Once a layout has been modified to your satisfaction, you can
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save it as a new layout, which can then be applied to other projects opened in the window.
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Use the Display Options section to choose to show total and/or summary data values on grouping
bands in layouts and dialog boxes.
Use the Group By section to choose which data items to use for organizing information in layouts
and other grouped data displays.
Use the Group By Options section to select whether to show/hide empty grouping bands and
whether to sort bands alphabetically.
Click Apply to view grouping and sorting before closing the dialog box.
Grouping Data
Grouping is a flexible way to organize data into categories that share a common attribute.
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You can group data to create customized layouts. You can also use grouping to quickly
O M view d e ฺ
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i
the group title bands, view summary bars in the Gantt chart, and summarize
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Grouping is available in all windows and most dialog boxes. M den
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Each window or dialog box has its own grouping
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Some windows have customized/pre-defined
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Activities can be grouped z (Ehierarchical
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232 Lesson 11 – Creating Layouts
Show Group Totals – Choose to display or hide the total values for grouping bands. If you select
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the Show Group Totals check box, you have the additional options to Show Grand Totals and Show
Summaries Only.
Show Grand Totals – Select to display a grand total row at the top of the layout.
Show Summaries Only – Select to hide the activities within each group title band.
Shrink Vertical Grouping Bands – Minimize the width of the vertical grouping bands displayed
in the Activity Table. This setting is available in windows that have the Group and Sort by ,
Customize layout option.
s a
Group By – Lists data items used to group the current display. ) h a
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Indent – Available if the selected data item is hierarchical.
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To Level – Indicates the number of levels to display when M A grouping
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item. S @G Stud
Group Interval – Indicates the interval A AG you
byฺwhich e histo group the selected data item.
twant
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Font & Color – Displays the font/color IAN fortoeachusgroup title band.
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Hide if empty – Select tole hide c e n title bands that do not contain activities.
group
a l i
nz b–leSelect the check box to sort the grouping bands alphabetically rather
o
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Sort Bands Alphabetically
than theira n a
order s f respective hierarchy. This check box is disabled for any grouping that is not
in their
l
E -trai n
hierarchical.
Show
on – Select to display the name of the field that the layout is grouped by; the value is also
nTitle
displayed.
Show ID/Code – Select the check box to display the ID or code value on the grouping band.
Show Name/Description – Select the check box to display the name or description on the
grouping band.
Lesson 11 – Creating Layouts 233
First, open a project and display the Group and Sort dialog box.
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View the Group and z
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Sort dialog box.
G
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project,sBLDG
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1. Open
E -tra n
non that you are in the Activities window. (Or on the Project menu, click Activities.)
2. Confirm
Grouping by Date
Use the Group and Sort dialog box to group a layout by date, enabling you to identify activities that are
scheduled to occur within a particular time period.
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GroupE l by Start
data
- t r andate and save as a new layout.
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In the Group and Sort dialog box, click in the first cell of the Group By column, and select Start
from the list.
3. Click OK.
Lesson 11 – Creating Layouts 235
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4. On the Layout Options bar, click AN Save
ILayout, t o uAs.s
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5. In the Layout Name a e e
l typelic<Monthly Schedule>, and then click Save.
n z field,
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236 Lesson 11 – Creating Layouts
In the Activity Table, view summary information for the displayed columns.
In the Gantt chart, summary bars are displayed to represent the Start/Finish dates in each grouping
band.
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Sorting Activities
Sorting determines the sequence in which activities are listed within each grouping band. Based on the data
item you choose, you can sort alphabetically, numerically, or chronologically.
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Click a column title to sort the layout by the associated data item.
1. On the Layout Options bar, click Layout, Open.
The icon indicates that the layout is currently sorted by Activity ID.
As indicated by the icon, activities within each grouping band are now sorted by Original
Duration.
238 Lesson 11 – Creating Layouts
Overview: Filtering
On the Layout Options bar, click Filters to access the Filters dialog box, which enables you to select pre-
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Use the Filters dialog box to select one or more existing default, global, or user-defined filters to
apply to a layout. Select All Activities to show all activities in the layout.
Select a check box to specify a filter, and then click Apply to execute the filter.
Practice: Filtering
Filtering Activities a
h a s
A filter is a set of instructions that determines which activities are displayed in a layout.)
M deฺ
ฺC GO ui This is useful
Filters enable you to create customized layouts that limit the number ofIL activities displayed.
nt
MA dforeexample.
for helping you focus on a particular group of activities – criticalGactivities,
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A set of pre-defined filters is provided, as is the
A e thtoiscreate user-defined filters of your own.
Filters are divided into the following
L t o us
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Available z
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nonGlobal
Available to all users.
User-defined
Available to current user for all projects to which he/she has access.
Layout
Filter can be applied only in specified layout.
Precludes changes in global filters affecting layout.
One or more filters may be applied to a layout at a time.
Multiple criteria for selection may be used within a single filter.
Filter specifications can be saved and re-applied.
Filters can be saved as part of a layout.
240 Lesson 11 – Creating Layouts
following options:
All selected filters – Select to include the activities that meet the criteria of each selected filter.
Any selected filter – Select to include the activities that meet the criteria of at least one of the
selected filters.
Replace activities shown in current layout – Displays only the activities that meet the criteria of
each selected filter.
Highlight activities in current layout which match criteria – Highlights only the activities in the
s a
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current layout that meet the criteria of each selected filter. a
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an critical activities.
El -totrhighlight
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Use a filter
2. In the When applying the selected filter(s) field, select Highlight activities in current layout which
match criteria.
The layout now displays all activities in the project but highlights only the critical activities.
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? Why are activitiesz
on BA1030 le and BA1040 not highlighted?
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t r anBA-AMIN, has negative Total Float. Why is it not highlighted?
-
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Lesson 11 – Creating Layouts 243
Creating a Filter
You can create filters based on a single criterion or on multiple criteria.
A convenient single-criterion filter to use throughout the life cycle of a project is a lookahead filter. It
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displays the activities that are scheduled to occur within a given time period – the next month, for example.
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z (E nse
a e e
lactivitieslicscheduled
o z
Define a filter to display
n ble to occur in the next month.
You will now execute the new filter to display all activities scheduled to occur within the next month, and
then save the layout as One Month Lookahead.
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a dialogsbox,
e confirm that the new filter, One Month Lookahead, is selected.
10. n
In the Filters
i a f
11. Confirm n
an activities shown in current layout is selected.
El that-trReplace
no
12. Click OK to execute the filter.
Lesson 11 – Creating Layouts 245
After executing the filter, the layout shows a number of WBS title bands that contain no activities scheduled
to start in the next month. These empty WBS elements clutter the layout and can be distracting to viewers.
However, you can remove the empty grouping bands using an option in the Group and Sort dialog box.
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nothen Layout Options bar, click Group and Sort.
13. On
14. In the Group By Options section, select the Hide if empty check box.
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Execute two filters
n Options bar, click Filters.
noLayout
1. On the
3. Scroll down and confirm that the One Month Lookahead check box is also selected.
4. In the Show activities that match field, confirm that All selected filters is selected.
8. Click Save.
Note that all grouping bands are not displayed in the layout. Only those bands that have activities
that meet the filter criteria are displayed.
Lesson 11 – Creating Layouts 247
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Execute the filter.
2. At the top of the Filters dialog box, select the All Activities check box.
Lesson Review
Key Concepts
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G
a sfe12 – Understanding Roles and Resources
i a nLesson
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250 Lesson 12 – Understanding Roles and Resources
Objectives
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Lesson 12 – Understanding Roles and Resources 251
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Project Manager AN
L I t o us Tim Harris
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252 Lesson 12 – Understanding Roles and Resources
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Lesson 12 – Understanding Roles and Resources 253
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254 Lesson 12 – Understanding Roles and Resources
ROLES
RESOURCES
Project Mgr Civil Engineer Mech Engineer Cost Engineer
Tim
PRIMARY Harris
ROLE
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Oliver
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Paul
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Lesson 12 – Understanding Roles and Resources 255
Resource Types
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Labor (people)
• Resources and roles
• Measured in units of time.
• Generally re-used between activities/projects.
• Recorded in terms of price/unit (for example,
$50/hour).
Nonlabor (equipment)
s a
• Measured in units of time. ) h a
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• Recorded in terms of price/unit (for example,
I L ฺC Gui
$500/hour).
M A ent
Material (consumables)
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• Measured in units other than time
example, $5/sq.ft.). N A se
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256 Lesson 12 – Understanding Roles and Resources
The Roles dialog box enables you to view the roles dictionary and add/delete roles. Four tabs are available
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nUseonthe Display Options bar to show roles for the enterprise or for the current project only.
Use the tabs in Role Details to view specific information about selected role:
General – Lists the Role ID and Role Name. The Responsibilities field lists the skills required to
perform the role.
Resources – Lists the resources that are capable of performing the responsibilities associated
with the role as well as each one’s proficiency.
Prices – Provides five price per unit values.
Limits – Specifies allocation limit(s) for a role. Multiple limits can be established based on
effective dates.
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2. On the Roles dialog box Display Options bar, click Filter By, All Roles.
? Among the listed resources, who is the most proficient in the selected role?
258 Lesson 12 – Understanding Roles and Resources
Prices Tab
The Prices tab is used to specify pay rates for a role. This allows for high-level budgetary planning in the
absence of specific resources who may have differing pay rates.
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View rates r an
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Click the Prices tab.
? What are the rates for Commercial and U.S. General Services Administration?
? What is the purpose of assigning rates to a role when the resources who ultimately
perform actual work might have different rates than those listed?
Lesson 12 – Understanding Roles and Resources 259
Limits Tab
The Limits tab is used to specify available quantities (limits) for a role. Setting limits helps you quickly
identify areas of role overallocation in a Resource/Role Usage Profile. You can define an unlimited number
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of limits for a role by specifying a unique effective date for each limit.
By default, P6 Professional calculates a limit for each role using the combined available units of all
resources having that particular role as their primary role. For example, if there are four resources in the
resource dictionary with the primary role of Electrical Engineer and each is available for 8 hours/day, then
the calculated role limit for Electrical Engineer is 32 hours/day. Other resources with the role of Electrical
Engineer – but a different primary role – are not included in the role limit for Electrical Engineer.
s a
This method of calculating role limits is approximate and may not accurately reflect a role’s planned
h a
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allocation. For that reason, the Resource Analysis tab in User Preferences allows you to display role limits
O
I L ฺC Gui
in the Resource Usage Profile and Spreadsheet based on calculated primary resources’ limits (as explained
above) or based on custom role limits that you define.
M A ent
S @G Stud
In the example below, you will view an existing role limit.
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The Resources window contains information about all resources within the organization. Information can be
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A ฺAG e thi
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nUseonthe Display Options bar to filter, group, and sort resources.
Viewing Resources
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Display resource data in the Resources window.
1. On the Enterprise menu, click Resources.
The dictionary is displayed hierarchically, but you can sort by Resource Name to locate a resource
more easily.
Resource Details
Use Resource Details to add, view, and edit detailed information about the selected resource.
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General Tab
The General tab enables you to enter general information about the selected resource.
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View the General tab. A ฺAG e thi
L IAN to us
1. Click the General tab.
z (E nse
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Codes Tab z
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a yousftoe assign resource code values, which help categorize resources for easier
i a n
El and
The Codes tab enables
- an
trorganizing.
grouping, sorting,n
no
Details Tab
The Details tab enables you to enter the selected resource’s type classification, currency and overtime
settings, and profile.
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Effective Date – Indicates the effective start date for price and availability.
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Max Units/Time – Specifies a numeric value or percentage that the resource can perform in a single
work period, according to effective date, e.g., 8 h/d (100%) = full-time or 4 h/d (50%) = part-time.
Setting this limit allows you to quickly identify areas of resource overallocation in resource
profiles/spreadsheets.
Price/Unit – Use to set the resource’s price for a single work unit, linked to an effective date.
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View the Units & Prices z
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1. Click ithen a sfer tab.
Units &nPrices
El -tra
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Lesson 12 – Understanding Roles and Resources 265
Lesson Review
Key Concepts
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IAN to us
shared with other projects.
L
E stype?
2. Which of the following is a(resource e
e z e n
a. Labor
n z al e lic
G o rabl
a n a sfe
b. Nonlabor
i
Ec.l Equipment r an
- t
d.noanand b
e. a and b and c
3. True or False: A resource can have more than one primary role.