Beruflich Dokumente
Kultur Dokumente
1
Courseware
Version 1.0, 2004
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Create Resource/Cost Account dictionaries, and assign resources and costs to activities
Printing Layouts
Creating Targets
Updating projects
Table of Contents
Module 1 Introduction to Primavera Project Planner Ver. 3.1
Introduction…………………………………………………………………………………………… 5-3
Automatic Schedule vs. Manual Schedule……………………………………………………………. 5-3
The Schedule Passes…………………………………………………………………………………... 5-6
Total Float…………………………………………………………………………………………….. 5-8
Free Float……………………………………………………………………………………………… 5-9
Other Data Checked for While Scheduling…………………………………………………………… 5-9
Schedule Command…………………………………………………………………………………… 5-11
Workshop 5…………………………………………………………………………………………… 5-14
The View after Schedule……………………………………………………………………………… 5-15
Schedule Report………………………………………………………………………………………. 5-16
Notes…………………………………………………………………………………………………... 5-19
Workshop 6…………………………………………………………………………………………… 5-20
Module Review……………………………………………………………………………………….. 5-21
Module Review Answers……………………………………………………………………………... 5-22
Module 6 Inputting Activity Calendar
Introduction…………………………………………………………………………………………... 6-3
Global Calendar………………………………………………………………………………………. 6-4
Individual Calendar…………………………………………………………………………………... 6-7
Assigning Individual Calendar to an Activity………………………………………………………... 6-10
Imposing a Finish Date on the Project……………………………………………………………….. 6-10
Other Ways to Define Holidays……………………………………………………………………… 6-12
Printing Calendars……………………………………………………………………………………. 6-13
Transferring Activity Calendar………………………………………………………………………. 6-16
Notes………………………………………………………………………………………………….. 6-18
Workshop 7…………………………………………………………………………………………... 6-19
Module Review………………………………………………………………………………………. 6-21
Module Review Answers…………………………………………………………………………….. 6-22
Introduction…….…………………………………………………………………………………….. 7-3
How to Create Resource Dictionary?.................................................................................................... 7-4
How to Create Cost Account Dictionary?............................................................................................. 7-7
Workshop 8…………………………………………………………………………………………... 7-11
Assigning Resources and Cost to Activities………………………………………………………….. 7-12
Workshop 9…………………………………………………………………………………………... 7-17
Resource and Cost Profile (Histograms)……………………………………………………………... 7-18
Resource and Cost Tabular Reports………………………………………………………………….. 7-23
Notes………………………………………………………………………………………………….. 7-28
Workshop 10…………………………………………………………………………………………. 7-29
Module Review………………………………………………………………………………………. 7-31
Module Review Answers…………………………………………………………………………….. 7-32
Introduction….....……………………………………………………………………………………... 10-3
Printer Setup…………………………………………………………………………………………... 10-3
Page Setup…………………………………………………………………………………………….. 10-6
Print Preview………………………………………………………………………………………….. 10-11
Print Command……………………………………………………………………………………….. 10-13
Workshop 15………………………………………………………………………………………….. 10-15
Module Review………………………………………………………………………………………. 10-17
Module Review Answers…………………………………………………………………………….. 10-18
P3 screens
Method of working
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Using Primavera Project Planner Ver. 3.1
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Module 1: Introduction to Primavera Project Planner Ver. 3.1
• Planning stage
• Monitoring stage
In Planning stage, which takes place before the practical start of the
project, the management team will plan for the following factors:
• Time
• Resources
• Cost
To mention few things takes place in Planning stage:
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Using Primavera Project Planner Ver. 3.1
• The data collected should cover the three main areas planned for,
namely; Time, Resources, and Cost
P3 has the sufficient functions to help the user plan for the time,
resources, and cost, and then later monitor them
P3 has enormous pre-made reports to aid the user producing all the
necessary information about the project in either phase of the project
Also, P3 has the ability to customize layouts with tables and
graphics (controlling colors, fonts, etc.) and produce very handsome
and colorful reports
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Module 1: Introduction to Primavera Project Planner Ver. 3.1
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Using Primavera Project Planner Ver. 3.1
Opening a project in P3
From the toolbar click Open tool, or from menus select File/Open
The following dialogue box will appear:
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Module 1: Introduction to Primavera Project Planner Ver. 3.1
If you want to make sure that the selected project, is your desired
project, simply click Overview button, and the following dialogue
box will be displayed:
In this dialogue box you can see almost all the needed information
including: Project title, Company name, Planning unit, Project Start
date, and Data date, Activity count, Early Finish of the project
If this is the file, click Open, otherwise click Cancel, and select
another file
P3 has two Displays to work with (as illustrated in the next two
pages):
• PERT view
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Using Primavera Project Planner Ver. 3.1
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Module 1: Introduction to Primavera Project Planner Ver. 3.1
P3 PERT Screen
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Using Primavera Project Planner Ver. 3.1
Method of Working
P3 is using Critical Path Method (CPM) in calculating the dates and
floats of the activities
P3 is using Precedence Diagramming Method (PDM) in presenting
the network
P3 will calculate the schedule reference to the Data Date (DD),
which is defined as Time Now:
• If you are in Monitoring phase, it will be the date of the day you
will run the Schedule command in
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Module 1: Introduction to Primavera Project Planner Ver. 3.1
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Using Primavera Project Planner Ver. 3.1
Workshop 1
Our workshops are built around a medium project issued by Technology
University. The project is to construct two new buildings, and to renovate an
existing one. Technology University wants to build up a new building,
which will be devoted for Classrooms (it will be a concrete structure),
another building is a Gymnasium with high modern standards (it will be
steel structure), and finally wants to renovate the existing lab building.
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Module 1: Introduction to Primavera Project Planner Ver. 3.1
Module Review
1. P3 means:
a. Primavera software version 3
b. Primavera software goes through 3 stages of work
c. Primavera Project Planner
d. All of the above
2. Project Management goes through two main stages: _____________ and ____________
3. P3 can deal with:
a. 1 file at a time
b. 2 files at a time
c. 3 files at a time
d. 4 files at a time
4. You input actual data in the Planning stage:
a. True
b. False
5. DD definition is:
a. Start Date
b. Time Now
c. Data Date
d. B & C
6. CPM means ______________________________________________________________.
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Module 2:
Classification Using Activity Codes and IDs
This module contains:
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Module 2: Classification Using Activity Codes and IDs
Phase
Construction
Internal Finishing External Finishing
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Using Primavera Project Planner Ver. 3.1
Phase
PHAS
• The classification (we will call it Activity Code) is Phase, and its
abbreviation is PHAS
• The expected values for this Activity Code are: Construction CN,
Internal Finishing IF, and External Finishin EF
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Module 2: Classification Using Activity Codes and IDs
In the Activity Code tab you will find actvitiy codes defined in your
project (these are the default activity codes, and they will be copied
to any new project automatically) so the first step will be to delete the
existing codes
Input the Activity Codes taking into consideration the following:
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Using Primavera Project Planner Ver. 3.1
You will get something like the dialogue box shown below:
Now input the values for each Activity Code, like below:
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Module 2: Classification Using Activity Codes and IDs
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Module 2: Classification Using Activity Codes and IDs
In Order field you will specify which group will apear first
If you didn’t interfere in the order, P3 will order them alphabetically
Check the below dialogue box:
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Using Primavera Project Planner Ver. 3.1
• Automatic method
• Manual method
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Module 2: Classification Using Activity Codes and IDs
A report will be produced, just like the one on the next page
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Module 2: Classification Using Activity Codes and IDs
Specify the Driver and Folder which the desired project you want to
copy from resides in, then at the top portion of the dialogue box
specify the project. Now click Transfer
The dictionary will be copied to your project
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Notes
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Module 2: Classification Using Activity Codes and IDs
Workshop 2
1. Open SCIE project
2. Delete the existing Activity Codes
3. Using the following diagram, create Activity Code PHAS and its values
in the Activity Code tab (Use numbers for Order):
Phase
PHAS
4. Using the following diagram, create Activity Code RESP and its values
in the Activity Code tab:
Responsibility
RESP
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Using Primavera Project Planner Ver. 3.1
5. Using the following diagram, create Activity ID BLDG and its values in
the Activity ID tab:
Building
BLDG
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Module 2: Classification Using Activity Codes and IDs
Module Review
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Using Primavera Project Planner Ver. 3.1
2-18
Module 3:
Inputting Basic Activity Data
This module contains:
What is activity?
Adding/Deleting/Editing Activities
Copying activities
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Module 3: Inputting Basic Activity Data
What is Activity?
Activity is the basic component of any project
We can define activity as “any work you want to accomplish”
Work is a very loose word, each one of us can look at it from
different angle
For instance, one will consider “Constructing First Floor Slab” as a
single activity
Another will consider:
• Activity ID
• Activity Description
• Activity Type
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Using Primavera Project Planner Ver. 3.1
Activity ID
Activity ID is the Activity Name
It is the only compulsory piece of information P3 asks for, other data
either can be left empty, or there is a default value for it
In Module 2, we selected the Building to be our Activity ID, with
expected values Classrooms CR, Gym GM, and Lab LB
Now, each activity ID in our project will start with either CR, GM,
or LB, example would be CR100, GM205, and LB303
The numbers after the two characters would be sequential number,
which would be left to the user
Activity ID could be as long as 10 characters (spaces are allowed
and counted)
Activity Description
This piece of information is devoted for the user to write a short
description about the activity
You can leave it empty if you wish (P3 will not generate any error
messages)
You can type up to 48 characters (including spaces)
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Module 3: Inputting Basic Activity Data
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Using Primavera Project Planner Ver. 3.1
Activity Type
In P3, there are 9 types of activities
Each one would suit a certain case
The default type is Task activity
In this courseware, we will discuss only five of them, they are:
• Task activity
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Module 3: Inputting Basic Activity Data
Example of
Milestones
Activity B
Activity E
Start Finish
Activity A Activity C
Milestone Milestone
Activity F
Activity D
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Using Primavera Project Planner Ver. 3.1
Example of Flags
Start Flag
Activity B
Activity E
Activity F
Activity D
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Module 3: Inputting Basic Activity Data
Adding Activities
From the Edit Bar, click the button with “plus sign”
The Activity Form will appear automatically:
You will find the cursor blinking in the ID part, type in the Activity
ID, then press Tab key, or click the next field (don’t press Enter, as
this means that you are done with inputting)
Next field is Activity Description, type in the activity description,
press Tab key
The cursor will go directly to the OD field, input the estimated
origianl duration of your activity
Specify the Activity Type, you have two choices:
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Using Primavera Project Planner Ver. 3.1
Deleting Activities
Select the activity (or activities) to be deleted
From Edit bar, click “minus sign”, or from menus click Edit/Delete
The following dialogue box will appear:
If you are sure of what you are doing click Yes, the activity will be
deleted
If not click No, the deleting process will stop
Editing Activities
There are two methods to edit the activity data:
Editing all Double-Click on any activity, the Activity Form will appear, then
activity data you can edit whatever data you would like
The same can happen if you select from menus Edit/Edit Activity
Editing single Select the cell which contains the data you want to edit (the cell
activity data selector is a bold frame appears around the cell required), just like
the below example:
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Module 3: Inputting Basic Activity Data
• Press F7
• All the data calculated by P3 (like ES, EF, LS, LF, TF, etc.)
which we will discuss later
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Copying Activities
Copying activities means copying the whole data of single activity or
activities
Copying can be done from a project to the same project, or across
projects
Select the desired activity (or activities)
From menues select Edit/Copy, Ctrl+C, or right-click and select
Copy
Go to the desired place (the same project, or open another project)
From menus select Edit/Paste, Ctrl+V, or right-click and select Paste
In order for P3 to make sure that no duplication of the same activity
ID will take place, the following dilaogue box will appear:
• Rename all
• Prefix or suffix
• Auto-increment
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Module 3: Inputting Basic Activity Data
Rename P3 will select the coming activities with maching IDs only to be
duplicates only renamed, the rest will be pasted without any change
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Using Primavera Project Planner Ver. 3.1
Workshop 3
1. Open SCIE project
2. Input the activities from next pages
3. Taking into consideration the following notes:
a. Read the whole list first, and identify the similarity between the
IDs, and description of different activities
b. Utilize Activity Copying utility, which will minimize the time of
data input. Also, utilize of renaming of activities
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Module 3: Inputting Basic Activity Data
Duration
Phase
Activity
Type
Resp
No.
Activity Description
ID
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Module 3: Inputting Basic Activity Data
Module Review
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3-18
Module 4:
Inputting Logic Relationships
This module contains:
Types of relationship
Editing relationships
Tracing relationships
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Module 4: Inputting Logic Relationships
• Activity-On-Arrow
• Activity-On-Node
Excavation Foundation
A B C
The name Logic indicates that the relationship is not compulsory but
rather it represents how the planner is viewing the sequence of the
project, hence any delay in start or end, is acceptable
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• If you want to start with the first activity and go all the way to the
right, you should produce a Successor table
• If you want to start with the last activity and go all the way to the
left, you should produce a Predecessor table
Activity Successor
CR050 CR100, GM050, LB100
CR100 CR105
CR105 CR110
… …
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Module 4: Inputting Logic Relationships
Types of Relationships
P3 supports four types of relationships:
Note When we say Start, that means the start of a working day
When we say Finish, that means the finish of working day
Finish-To-Start The most commonly used relationship, and the default relationship
in P3
When A finishes B starts the next day:
A B
OD=7 OD=10
S=1 F=7 S=8 F=17
B
OD=10
S=5 F=14
A
OD=7
S=5 F=11
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Using Primavera Project Planner Ver. 3.1
B
OD=10
F=14
A
OD=7
F=14
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Module 4: Inputting Logic Relationships
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SS 6
B
A FS 7 B
A
FF 4
FS -3
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Module 4: Inputting Logic Relationships
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Using Primavera Project Planner Ver. 3.1
If you see (3) beside Relationships, you will know that the
relationship lines will be displayed, if not, do one of the following:
• Press F3
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Module 4: Inputting Logic Relationships
Increase Row Increasing Row Height is to spread the activities vertically so you
Height can view the relationship lines better, see the following examples:
• Click OK
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Find activity This function is very important, as sometimes you need to locate an
activity to start defining its successor(s)
Do one of the following:
• Press Ctrl+F
Type in the Activity ID, select All activities, then click Find
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Module 4: Inputting Logic Relationships
• Activity Form
• Graphically
Using Activity Select (or Find) the activity you want to define either successor(s),
Form or predecessor(s) for
Press F7
Click either Pred, or Succ buttons
The following dialogue box will appear
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Using Primavera Project Planner Ver. 3.1
Using Specify the end (Start, or Finish) you want to start with for a certain
Graphically activity
method
Get closer to it, up until the cursor change to Relationship cursor
Now click and hold. The relationship line will appear
Go to the other desired end, and drop the relationship line
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Module 4: Inputting Logic Relationships
Each activity is represented by a box, the left part of the box is the
start, and the right part is the finish
As you can see the boxes are very close to each other
To spread the boxes horizontally and vertically, you can increase the
spacing
From menus select Format/Organize, the following dialogue box
will appear, select the Spacing tab:
Change to the new value for the spacing horizontally, and vertically
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Module 4: Inputting Logic Relationships
Editing Relationships
For both Bar chart view, and PERT view, the editing methods are
the same
Available editing methods are:
• Graphical method
Using Activity Find the activity you want to edit the relationship for
Form Press F7
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Using Primavera Project Planner Ver. 3.1
• The Lag
Change either the relationship type, or the lag
Or you can delete the relationship by clicking the Delete button
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Module 4: Inputting Logic Relationships
Check your work, then select another activity from the upper half, or
from the lower half
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Using Primavera Project Planner Ver. 3.1
Autolink Activities
This facility is an automatic method of linking activities as you input
them
From menus select Insert/Autolink
Select an activity (this is a very important step) which will be the
predecessor of the coming activities
Start adding activities
Whenever you are done, an FS relationship will be added to the new
activity
To stop this facility, from menus select Insert/Autolink again
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Module 4: Inputting Logic Relationships
Workshop 4
1. Open SCIE project
2. Choose whether you want to input the relationships using Bar chart
view, or PERT view
3. Accordingly, setup the activities in a way to help you do your job better
4. Input the relationships as indicated in the next page, taking into
consideration the following points:
a. The graphical is more convenient if you are dealing with PERT
view
b. If there are lots of activities connected with FS relationship,
utilize Link, and Unlink
c. After you are done, make sure to use Trace Logic function, to
check the network accuracy
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4-22
GM300 GM305 GM310
OD=40 OD=27 OD=24
SS14
GM050 GM105 GM110 GM115 GM120 GM200 GM205 GM500
GM100 GM400
OD=12 OD=25 OD=28 OD=15 OD=36 OD=35 OD=12 OD=5
CR120 CR140
Using Primavera Project Planner Ver. 3.1
SS
FF
CR050 CR105 CR110 CR115 CR125 CR130 CR135 CR200 CR205 CR315 CR500
CR100 CR400
OD=18 OD=25 OD=28 OD=15 OD=38 OD=38 OD=38 OD=65 OD=12 OD=44 OD=5
SS14
CR300 CR305 CR310
OD=16 OD=38 OD=22
Module Review
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4-24
Module 5:
First Schedule Run
This module contains:
Schedule Passes
Schedule report
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Using Primavera Project Planner Ver. 3.1
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Module 5: First Schedule Run
Introduction
Schedule is to calculate the start and finish dates for each activity,
hence will produce the finish date of the project
Normally in Planning phase, the planner will perform scheduling
several times, and the first one should be after finishing inputting
activities and relationships
The purpose of the first run, is to get the initial dates, so it can be
used in the coming meetings
Also, the initial dates may be submitted to Procurement department
so they will have some sort of deadlines they can include in their
RFQ to be issued
• Automatic
• Manual
Automatic From menus select Tools/Schedule, the following dialogue box will
Schedule appear:
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Click the Options button, the following dialogue box will appear:
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Module 5: First Schedule Run
Manual Schedule Under Automatic scheduling and leveling, make sure that
Schedule automatically is NOT selected, instead select Off, then
click OK
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Using Primavera Project Planner Ver. 3.1
• Forward Pass, which will start from the first activity with no
predecessor, all the way to the last activity with no successor
• Backward Pass, which will start from the last activity with no
successor, all the way to the first activity with no predecessor
Forward Pass To calcualte the Early Start (ES), and the Early Finish (EF), which
we call them Early dates
Early dates are the earliest dates an activity can start and finish after
the finish of its predecessor(s)
P3 will first locate the first activity with no predecessor. It could be
more than one activity
The ES of the first activity is the start date of the project (which you
input when you created the project)
To calcualte the EF, P3 will use the following EF=ES+Dur-1
Why the -1? Comparing to the text books in management, this
formula is different. The formula used there is EF=ES+Dur. The
answer to that question is; text books starts at day 0, which is not
practical. Yet in P3 we start at day 1, and hence we have to deduct 1
from the duration
See the following example:
Activity A
Activity C
Activity B
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Module 5: First Schedule Run
Note Activity C, waited for all of its predecessors to finish, hence started
at day 9
The calculated finish date of this small project derived from the EF
of the last activity, which is 24 days
Backward Pass To calcualte the Late Start (LS), and the Late Finish (LF), which we
call them Late dates
Late dates are the latest dates an activity can start and finish without
delaying the calculated finish date of the project
P3 will locate the last activity with no successor. It could be more
than one activity
The LF of the last activity is the calcualted EF which was produced
in the Forward Pass
To calcualte the LS, P3 will use the following LS=LF-Dur+1
As we deduct 1 in the Forward Pass, we have to add 1 in the
Backward Pass, so we can finish with day 1
See the following example:
Activity A
LS=5 LF=8
Activity C
LS=9 LF=24
Activity B
LS=1 LF=8
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Using Primavera Project Planner Ver. 3.1
Total Float
As a result of the Forward Pass, and Backward Pass, four dates will
be produced (namely; ES, EF, LS, and LF)
In view of that, P3 will calculate the Total Float (TF)
Total Float is the number of days you can delay the start of an
activity without starting at ES, but without delaying the whole
project
TF = LF – EF
Accordingly the Backward Pass will be:
Activity A
Activity C
Activity B
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Module 5: First Schedule Run
Free Float
P3 also will calculate the Free Float (FF)
Free Float is the number of days you can delay the start of an
activity without starting at ES, but without delaying the successor
TF = ES of the successor - EF of the activity - 1
FF can be equal to TF, and can be different
• Circular Loops
• Constraints Activities
• Out-of-Sequence Activities
Circular Loop The Circular Loop is the relationships that starts at an activity and
return back to the same activity
If P3 detect any loop, it will stop the Schedule calcualtion and
produce a report stating the relationships which led to the loop
A B C
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Using Primavera Project Planner Ver. 3.1
Constraints P3 will identify any activity with constraints imposed on it, and
Activities report it in the Schedule report
The four types of activities SM, FM, SF, FF, are all considered
Constraints, hence they will be reported in the Schedule report
Open Ends P3 will assume that each activity will have at least one predecessor,
Activities and one successor
Any activity with no predecessor, or with no successor, is
considered an open end
Planners as they are creating their network will cosider the
recommendation that network should start with one activity, and
finish with one activity (although, neither networking methods, nor
P3 will object if the network started with 100 activities, and finished
with 100 activities)
If the Planners abide to the above rule, they will have a prior
knowledge that two activities will be mentioned in the report as
Open Ends. So, if more than these were mentioned, planners will
know that they overlooked a relationship
Out-of-Sequence If an activity started the actual work before the finish of its
Activities predecessor, this activity is considered to be out-of-sequence
This is evident when the actual work starts and not while Planning
phase
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Module 5: First Schedule Run
Schedule Command
From menus select Tools/Schedule
Or from toolbar, click Schedule button, the following dialogue box
will appear:
• In the Planning phase the Data Date is always the first day of the
project as defined when the project was created
• Once you start inputting actual data, Data Date will be the day of
which you performed the schedule in
If you want to include in you report:
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Module 5: First Schedule Run
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Using Primavera Project Planner Ver. 3.1
Workshop 5
1. Open SCIE project
2. Using Tools/Schedule calculate the schedule using the default Data
Date, making sure that all the checkboxes are on. Click Schedule Now
3. From the Schedule report answer the following questions:
a. How many activities in your project? ______________ (42)
b. How many critical activities do you have in your project?
______________ (15)
c. How many relationships are there in your project?
______________(43) (Hint: the number 43 is excluding the two
relationships of the two Flags)
d. How many Flags defined in your project?____________ (2)
e. When the project will finish? _______________(12OCT06)
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Module 5: First Schedule Run
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Using Primavera Project Planner Ver. 3.1
Schedule Report
P3 is equipped with lots of pre-defined tabular reports, One of these
is the Schedule Report
From menus select Tools/Tabular Reports/Schedule, the following
dialogue box will appear:
Click the Add button, the following dialogue box will appear:
Each Schedule report will have an ID, starting with the letters SR,
then a sequential number (which is given by P3), click Add, to
accept the number. The dialogue box in the next page will be
displayed
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Module 5: First Schedule Run
• Leave Activity Code line there. This line shows the basic
activity data
• You can add to this basic data other information like Predecessor,
Successor, and lots of other types
In Content tab, and under Show these codes on activity code line,
you can specify up to five different codes for each activity
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Module 5: First Schedule Run
Notes
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Using Primavera Project Planner Ver. 3.1
Schedule Report
Workshop 6
1. Open SCIE project
2. Produce Schedule report using the following points
a. Title: First Schedule Report
b. In Content tab, and under Activity code line, add Predecessor
activity, and Successor activity, make sure to put Skip Lines to
1 for all three of the entries
c. In Format tab, make sure that activities are sorted according to
ES, and then TF using Ascending fashion
d. Don’t include in the report Calendar, and Activity Codes
3. Click Run to produce the report
4. Save it under the name Sched01.out
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Module 5: First Schedule Run
Module Review
1. In Schedule, P3 calculates:
a. 6 types of data
b. 5 types of data
c. 2 types of data
d. 4 types of data
2. __________ is the other type of floats after Total Float
3. Total Float is calculated after the Forward Pass
a. True
b. False
4. ES+Duration-1 is the formula to calculate
a. Late Start
b. Late Finish
c. Early Start
d. Early Finish
5. The calculated finish date of the project is
a. Late Finish of the last activity
b. Early Finish of the last activity
c. Late or Early they are equal
d. Imposed Finish Date by the user
6. The activity with _________ color is considered critical activities, but with _______ color they
will be non-critical
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Module 6:
Inputting Activity Calendar
This module contains:
Defining Holidays
Printing calendars
Transferring calendars
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Module 6: Inputting Activity Calendar
Introduction
When we created the project, P3 asked two questions:
• Workdays/Week
• Weeks starts on
Let us assume that you answered the first question with 5, and the
second question with Monday
Accordingly P3 will create an individual calendar, and its ID is 1,
which contains that the working days of the week are Monday,
Tuesday, Wednesday, Thursday, and Friday, and the two weekends
are Saturday and Sunday
All of the 42 activities we input in our workshop were assigned
Calendar 1, hence the Finish date of the project (i.e. 12OCT06) was
calculated also based on Calendar 1
However, not all activities will work the same working days. Also,
Calendar 1, does not contain any holidays
Activity calendar means calendar attached to an activity, affecting
the Schedule calculation of this activity
Schedule will not calculate an ES (for instance) in a day that
considered as holiday or weekend in the calendar of an activity
So sometimes one of the techniques to decrease the total duration of
projects is to assign the critical activities to calendars with more
working days per week
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Global Calendar
P3 has a unique calendar called Global calendar
This calendar contains information which will affect the whole
project and the other individual calendars
Global Calendar can’t be assigned to activities
From menus select Data/Calendars, the following dialogue box
will appear:
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Module 6: Inputting Activity Calendar
• When the calendar will start (always P3 will assume that calendar
will start a year before the starting date of the project)
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Click the Holidays button, the following dialogue box will appear:
The holidays will be defined here will affect all individual calendars,
for that reason, we call it Global Holidays
In the table titled Nonworkperiods, specify the holidays. The
following rules apply:
• If this holiday occurs at the same period every year, make this
holiday Repeating
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Module 6: Inputting Activity Calendar
Individual Calendar
P3 has up to 31 individual calendars
These calendars will be assigned to activities
Individual calendar contains information which will affect only the
activities attached to it
Select an individual calendar, then click Standard button, the
following dialogue box will appear:
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How to create From menus select Data/Calendars, the following dialogue box
New Individual will appear:
Calendar
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Module 6: Inputting Activity Calendar
As you can see from above, when you create a new individual
calendar, all of the days will be considered workdays
Click off the desired weekends, and click OK
If you are sure of what you are doing click Yes, if not click No to
stop the precess of deletion
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Activity A
Activity C
Activity B
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Module 6: Inputting Activity Calendar
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Using Nonwork Select multiple days (consecutive by clicking and dragging, or non-
button consecutive by using Ctrl key and clicking)
Click Nonwork button, the selected days will become holidays
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Module 6: Inputting Activity Calendar
Then you click Nonwork button, this day in the current month will
become a holiday
At any moment select a holiday, and click Work button, you will
turn it into workday
Printing Calendars
Unfortunately, you can’t preview calendars before printing them
This command will print all your calendars
You have two modes:
• Summary printout
• Detailed printout
• At the vertical; list of days starting from the start of the project
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Detailed printout It will print a wall-like calendar, indicating the holidays in each month,
starting from the start date of the project
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Module 6: Inputting Activity Calendar
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Module 6: Inputting Activity Calendar
Transfer All Click All calendars choice, the dialogue box will change to:
calendars
Specify the Driver and Folder which the desired project you want to
copy from resides in, then specify the project. Now click Transfer
The calendars will be copied to your project
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Notes:
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Module 6: Inputting Activity Calendar
Workshop 7
1. Open SCIE project
2. In Global calendar, define the following holidays:
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7. Create a new individual calendar, which will be assigned ID=2, and give
it the following title “Six Days Cal”, and set the weekend to be only
Sunday
8. Assign Calendar 2 to all activates starting with CR (all the Classroom
activities) (Hint: Select the first activity which is CR050, press F7,
change the calendar, then click Next button on the Activity Form, if the
activity starts with CR, change the calendar, if not click Next again, and
so on)
9. Run the Schedule command (without changing the DD) to see the effect
of the changes you made, reading the report, answer the following
questions:
a. What is the Imposed Finish Date of the Project? (15AUG06)
b. What is the Latest Calculated Early Finish of the Project?
____________ (25AUG06)
10. Close the Scheduling report, without saving
11. Select one of the critical activities, double-click on it, and check the
value of TF? ___________ (-9)
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Module 6: Inputting Activity Calendar
Module Review
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Module 7:
Resources and Cost Assignment
This module contains:
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Module 7: Resources and Cost Assignment
Introduction
Resources and cost assignment goes into two main steps:
• Assignment of resources
Most likely you have to create the Resource Dictionary and Cost
Account Dictionary once, and then you can transfer them from
project to another
For resources, the first step is to create a list of the resources
available to complete any project taking into consideration the
following:
• Resource name
• Resource description
• Cost Category
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Module 7: Resources and Cost Assignment
• Input the resource name, the unit, and the description for all of
the resources
• Then select the first resource, and specify the limits and price for
it, now select the second one and so on
To print the Resource Dictionary, click Print button, the following
dialogue box will appear:
Click OK, and produce the report on the screen, you will get
something like the following:
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Specify the Driver and Folder which the desired project you want to
copy from resides in, then, at the top portion of the dialogue box
specify the project. Now click Transfer
The dictionary will be copied to your project
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Module 7: Resources and Cost Assignment
Expansion
Project
EP
Construction Finishing
Cost Cost
EP01 EP02
• 1 – Labor
• 2 – Machine
• 3 – Material
You can have up to 36 categories (0-9, and A-Z)
The cost category is considered the 12th character of the cost
account, hence cost account can be 11 characters, and can be 12
characters
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Module 7: Resources and Cost Assignment
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Specify the Driver and Folder which the desired project you want to
copy from resides in, then at the top portion of the dialogue box specify
the project. Now click Transfer
The dictionary will be copied to your project
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Module 7: Resources and Cost Assignment
Workshop 8
1. Open SCIE project
2. Define the following Resources in Resource Dictionary:
Note Ready Mix Concrete Nor = 0, Max = 0 means it is available with any
quantity desired
3. Define the following Cost Categories in Cost Account Dictionary:
a. 1 – Labor
b. 2 – Machine
c. 3 – Material
4. Define the following Cost Accounts in Cost Account Dictionary:
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• Resource name
• Resource UPT = Units Per Timeperiod (in our case Units Per
Day)
• Cost Category
• RD = Remaining Duration
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Module 7: Resources and Cost Assignment
• BC = BQ * Unit Price
• BC = Budgeted Cost
• BQ = 6 * 2 = 12 units
• BC = 12 * 10 = 120
• QTC = 6 * 2 = 12 units
• CTC = 12 * 10 = 120
• QAC = 12 + 0 = 12 units
• CAC = 12 * 10 = 120
As you can see BQ = QTC = QAC, this is true only in the Planning
phase
Also, BC = CTC = CAC which is true only in the Planning phase
Another Way of Another way would be to input BQ right away without inputting
calculation UPT, hence P3 will calculate the values as follows:
• UPT = BQ/OD
The rest will be the same
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• Resource name
Note When you go to any of the first three fields a pop-up list will appear
for you, so you can pick from a predefined list
If you typed in a resource name that does not exist in the Resource
Dictionary, P3 will give you the ability to add it to the dictionary. It
will show the following
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Module 7: Resources and Cost Assignment
Note The only advantage in this method is to see the results right away
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As you can see from the upper dialogue box, there are two types of
costs:
• Input BC
Unit Price change What if you changed the resource unit price after resource
after Resource Assignment:
Assignment • Go to Resource Dictionary command, and change any resource
unit price
Click Yes, to recalcualte the resource and cost values based on the
new prices.
Some Results You can see dierct results of what you are doing, if you go to the
activity table, and check the Last two columns at the right, which
they are Resource column, and Budgeted Cost column
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Module 7: Resources and Cost Assignment
Workshop 9
1. Open SCIE project
2. Assign the following resources to the following activities (not listed
activities means either Milestone or Flag)
Cost Cost
Activity Res UPT BC
Account Category
OHC EP0005 2 8
CR050 UL EP0005 1 10
FR EP0005 1 1
LD EP0101 2 16
JH EP0101 2 8
TK EP0101 2 40
CR105
FR EP0101 1 1
UL EP0101 1 10
- EP0101 3 400
OHC EP0005 2 8
GM050 UL EP0005 1 10
FR EP0005 1 1
FR EP0201 1 1
LB105
UL EP0201 1 10
LD EP0101 2 16
JH EP0101 2 8
GM105 TK EP0101 2 40
FR EP0101 1 1
UL EP0101 1 10
3. From the Budgeted Cost column what is the BC for activity CR105?
_____________ (110,900)
4. Go to the Resource Dictionary to correct the unit price of TK to be 25
5. What is the new cost of CR105? _______ (80,900)
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Module 7: Resources and Cost Assignment
Or you can use the Previous and Next button to browse the
resources one-by-one
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Display button Histogram contains lots of variables, so we need to control the view
by knowing the things we can change
Click Display button on the small dialogue box, the following
dialogue box will appear:
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Module 7: Resources and Cost Assignment
Clicking Bar in If you select a Bar format for your display, clicking the bar will
Histogram display its value
You may get something like:
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Specially for Cost By default when you show the cost histigram of a resource, it will
only show the cost of that resource
In orde to show the cost of all resources in a certain period, you need
to select from the list the option Total
In the small dialogue box, and after the last resource in alphabetic
order you will find the option Total
Total is the only way to see the direct cost you input on an activity
on the histogram
To see the total cost of whole project, see where the cumulative
curve gets flat, right-click on the curve, you will see something like
the following dialogue box:
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Module 7: Resources and Cost Assignment
Resource This report will show how the resources were distributed over the
Loading Report time
From menus select Tools/Tabular Reports/Resource/Loading, the
following dialogue box will appear:
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Module 7: Resources and Cost Assignment
• Select the Display Unit (Day, Week, Month, Quarter, Year, and
4 weeks period), accordingly select the Usage (Total, Peak or
Average)
Click Run, and select to see the report on the screen,
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Module 7: Resources and Cost Assignment
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Notes:
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Module 7: Resources and Cost Assignment
Workshop 10
1. Open SCIE project
2. Show the Resource Profile, changing the following things:
a. Make sure it is showing Units, Early, All
b. Time interval = Days
c. Show Histogram, and Curves
d. Format = Bar, and Values = Current Estimate
e. Draw Limits = ON
f. Emphasize overload with color = ON
3. From the resource histogram answer the following questions:
a. Is Resource LD overloaded?____________(Yes)
b. What is the approximate timeperiod of overloading?
____________ (within August)
c. What is the maximum limit? And what is the maximum demand
in the overloading period? ______________ (24),
____________ (32)
4. Change the following things:
a. Show Cost instead of Units
b. Months instead of Days
c. Make sure that Calculate = Total
d. From the resource list select Total
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Module 7: Resources and Cost Assignment
Module Review
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Module 8:
Layouts and Formatting Options
This module contains:
Formatting columns
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Module 8: Layouts and Formatting Options
• Activity columns
• Bar Area
• Colors used
• Timescale
• Date Format
To save a new layout, do the following steps:
P3 will give you a sequential number as layout ID, which starts with
LT-number, then type in a good title describing your layout, click
Save
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To make changes on the current layout, and save it under the same
ID, and name:
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Module 8: Layouts and Formatting Options
Formatting Columns
To show or hide columns at the activity table
Under Column information, you will find a table listing the current
columns
The listing of the columns from top to bottom in the table, is the
same as the arrangement of columns in the layout from left to right
Use the “plus sign” to show a new column on the list. Right-click to
show a pop-up list to select the type of information you would like
to display in the new column
If you want to show a new column at the top of the list, pick the first
column of the current list then click “plus sign”
If you want to show a new column at the mid, pick an existing
column, click “plus sign”, the new column will push the existing
down and will be at its place (the new column will be at the left of
the existing in the layout)
If you want to show a new column at the end of the list, indicate the
last column at the list, then click beneath it
To hide an existing column, simply select it, and click the “minus
sign”
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While you are in the Columns dialogue box you can change:
• The font which will be used to display the contents of the column
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Module 8: Layouts and Formatting Options
Formatting Columns
Workshop 11
1. Open SCIE project
2. Change the columns to look like the following:
3. Take care that Total Float column should display font Size = 9, and
Bold
4. Save the layout LT-02, with title My Schedule Layout
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You can do the following changes (you can see the changes you are
making on the Sample):
• To change the Bar style (Bar, Dashed line, Dotted line, or Solid
line), and Bar color
• Change the Pattern (No pattern, or select one out of the six
patterns available), and Pattern color
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Module 8: Layouts and Formatting Options
Copying and Select the activity you want to copy the bar format from
Pasting Bar From menus select Format/Selected Bars/Copy Bar Format, the
Format following dialogue box will appear:
Use Default Bar To get the bar look exactly as it was by default
Format Select the activity
Click OK, the bar automatically takes the default bar format
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Using Primavera Project Planner Ver. 3.1
Workshop 12
1. Open SCIE project
2. Select activity GM050
3. Change the bar format using the following shape:
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Module 8: Layouts and Formatting Options
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Using Primavera Project Planner Ver. 3.1
Choose whether to show or not on the bar , the red color identifying
critical activity
Also select whether you want to show necking on the activity when
holiday occurs, chech the shape below:
• Holidays only
• Weekends only
Create New Bar If you want to add new bar to the list do the following steps:
• Click “plus sign”, the following dialogue box will appear:
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Module 8: Layouts and Formatting Options
• Specify the Start and End points of the bar (choose from ES, EF,
LS, LF, etc.)
• Specify the Bar; choosing from Bar (thick line), Dashed line,
Dotted line, and Solid line
• Select whether you want to outline the two endpoints and the bar
with thin black line. Check the shape below:
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Adding Labels You can add labels in 10 places around the bar, they are:
• Bottom
• Bottom-left
• Bottom-right
• Top
• Top-left
• Top-right
• Left
• Right
• Leftmost
• Rightmost
Whether you are adding a new bar, or modifying an existing bar,
select Label tab, you will see the following dialogue box:
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Formatting Bars
Workshop 13
1. Open SCIE project
2. Make the Row Height Automatic for All activities
3. Make the Float bar invisible, and the Late bar visible
4. Make changes to the bars to look like the following:
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Module 8: Layouts and Formatting Options
Module Review
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Module 9:
More Formatting Options
This module contains:
Timescale formatting
Fonts formatting
Dates formatting
Organize function in P3
Summarizing activities
Filters in P3
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Module 9: More Formatting Options
Formatting Options
User can utilize more than one function available in P3 to change
the shape of the layout
These functions include:
• Timescale
• Sightlines
• Screen Colors
• Fonts
• Dates
• Summarize
• Filters
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Timescale Formatting
To change density and contents of the timescale
From menus select Format/Timescale, or right-click the timescale
itself, the following dialogue box will appear:
Change the Density of the timescale; if you move the slider to the
right the timescale will be expanded, hence you will see more time
details. If you move the slider to the left, timescale will be
compressed, hence less details of time will be displayed
Control when the timescale will start:
• W means Week, you can use also, D for Days, M for months
• The formula says the start date of the timescale is 2 weeks earlier
than the start date of the project
• If you click SD the small button you will see the following:
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Module 9: More Formatting Options
• But if you choose Calendar Date you have to input the exact
date, hence there is no formula
The same thing applies to the End date of timescale, as the formula
states End date of timescale = FD + 1M
Control the Font to be used for timescale (by logic this should be
the same as the fonts used in the titles of the columns – discussed in
the previous Module)
Select what is the Minimum time unit; this feature is useful if used
along with Density of the timescale. If you have expanded timescale
use Days, and if the timescale is compressed use Months
You can show the timescale using Ordinal dates, like:
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• Data Date
• Progress Line
Vertical Sight Control the Type, Color, and time interval to Display for Major
Lines and Minor vertical sight lines
In Type you have 5 different line types
In Color you have three colors to select from
In Display, select a number first, then select Days, Weeks, Months,
Quarters, and Years. For example if you typed 2, and selected
Weeks then the sight line will be displayed every 2 weeks
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Module 9: More Formatting Options
Horizontal Sight If you clicked the Horizontal Sight Lines tab, the following will be
Lines displayed:
All what applies for Vertical Sight Lines applies for Horizontal
Sight Lines
Data Date Click Data Date tab, you will see the following:
Specify the Thickness, and the Color of the Date Date line
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The default Color scheme is called P3 Defaults and you will find it
in all of the projects. Also, you can’t delete it
There are another three predefined schemes which can be used
Also, you can change the colors, and then select Save Scheme As
button to save your selected colors
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Module 9: More Formatting Options
Fonts Formatting
By default P3 is using two fonts only; Arial, and Times New
Roman, with different sizes and effects like Bold, and Italic
This command can be used to load other types of fonts, if you don’t
like to use Arial, or Times New Roman
From menus select Format/Fonts, the following dialogue box will
be displayed:
To add a new font, click the “plus sign”, a new field will be added,
on the empty field right-click the following dialogue box will
appear:
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Do the following:
• Click OK
A new font will be available to be used in this project
Dates Formatting
To change how the date looks in all areas of a layout
From menus select Format/Dates, the following dialogue box will
appear:
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Module 9: More Formatting Options
Organizing
By default P3 will sort activities according to:
• The Font
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• Whether you would like to start each group in a New page or not
Other options You may change the looks of the grouping by clicking “Display all
values in one band” checkbox on, this what you may get:
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Module 9: More Formatting Options
• The start of the total bar is the ES of the first activity in the group
• The finish of the total bar is the EF of the last activity in the
group
Reorganize Now
If you are making massive changes to your project, P3 prefers if you
turn off the Reorganize automatically checkbox, and make it
manually using Reorganize Now command
Also, useful when the Order in Activity Code Dictionary changes
From menus select Format/Reorganize Now
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Summarize
P3 is equipped with great function to summarize a group in a single
band
Summarize depends on grouping discussed in Organize dialogue
box
You can summarize using three methods:
Using Summarize From menus select Format/Summarize All, the following dialogue
All command box will appear:
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Module 9: More Formatting Options
Select All bands choice, then select from the availabe pop-up lis the
band desired to summarize (it depends on the grouping you made
before starting this command). Check the following:
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Filters
By default P3 will show all the activities in the project
Using filters you can show some of the activities
This command is very useful when you have lots of activities to deal
with and you want to focus on some of them
From menus select Format/Filter
Or from toolbars click Filter button, the following dialogue box will
appear:
To add a new filter, click Add button, the following dialogue box
will appear:
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Module 9: More Formatting Options
• You have 500 activities, you filtered them in level 1, you got 200
activities
• If you defined in your filter level 2, only the 200 actvities will be
further filtered in level 2, and so on
Choose which level you want to work with (by default you will be at
level 1)
You can have in each level, up to 7 conditions, if this is the case,
you have to specify whether P3 uses AND, or OR between the
different conditions. All = And, and Any = Or
The table is showing 4 columns, each column should contain a piece
of data, as follows:
Select if column Select one of the available P3 data, you will have a pop-up list to
select from
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• NE = Not Equal
• GT = Greater Than
• LT = Less Than
If date, you can use the formula just like we discussed in the
Timescale dialogue box (SD, DD, FD, and Cal)
Note There are a pre-defined filter called All, which can be used to show
all activities after user-defined filter showed some of the activities
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Formatting Options
Workshop 14
1. Open SCIE project
2. Open LT-01 titled Classic Schedule Layout
3. Make the following changes:
a. Make the Date format as 08.31.04
b. Load Garamond font, size = 10, Bold
c. From Timescale change the font to be Garamond,10,B
d. Do the same thing for the column titles
e. Compress the Timescale a little bit more than the current, and
make sure to display Minimum time unit to be Months
f. Make the Major Vertical Sight Line to be displayed each Year,
using the Continuous Black line and the Minor each Quarter,
using the Small Dashed Light Gray line
4. Group activities according to Building, then Phase, taking into
consideration the following points:
a. Font size for Building is Arial, 12, B, I
b. Font size for Phase is Arial, 10, B, I
c. For Building select to show the Total at the Bottom
d. Turn on the Reorganize Automatically
5. Go to Activity Code Dictionary, select the Activity ID tab, change the
order of LB to be 3, and GM to be 2
6. Note that nothing changed
7. Select Format/Reorganize Now, and see how the order of the bands
changed
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Module 9: More Formatting Options
Module Review
1. I can change the colors of the screen then save them in a color scheme:
a. True
b. False
2. The only fonts loaded by default in P3 projects are _________________ , ________________
3. In Timescale dialogue box I can change:
a. The minimum time unit displayed in the timescale
b. The Date format
c. The density of the timescale
d. a & c
4. One of the following is not true about Sight Lines
a. There are two types of sight lines horizontal and vertical
b. I can change the thickness of the Data Date line
c. I can control the thickness of the Major vertical line
d. There are two types of vertical sightlines Major, and Minor
5. Reorganize Now is the manual method to let P3 change the layout according to new criteria
a. True
b. False
6. The early start of total bar in grouping is the early start of __________________ in the group
7. Filters can show/hide activities only
a. True
b. False
8. You can summarize lots of similar bands using ___________________ command
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Module 10:
Printing Layouts
This module contains:
Printer setup
Page setup
Print Preview
Print command
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Module 10: Printing Layouts
Introduction
If you follow the previous two Modules, you will be able to
customize layouts as you wish, hence produce lots of reports
The next step will be to print these layouts
Using inkjet printer, B/W laser printers, or colored laser printers,
you can produce a very handsome and colorful reports containing
activity table and/or activity bar chart
There are four steps to follow to create these printouts:
• Send to printer
Printer Setup
This command will allow you to setup your printer
From menus select File/Print Setup, the following dialogue box
will appear:
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Using Primavera Project Planner Ver. 3.1
• Portrait
• Landscape
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Module 10: Printing Layouts
Now select the paper size you want to use (you will not find any
paper size your printer doesn’t support)
Click OK to end the command
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Using Primavera Project Planner Ver. 3.1
Page Setup
Page Setup is the most important command in printing process
In this command you will specify what do you want to print, and
how
From menus select File/Page Setup, the following dialogue box will
appear:
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Module 10: Printing Layouts
• Setup the margins from the four sides; Top, Bottom, Left, and
Right
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Using Primavera Project Planner Ver. 3.1
Select to Include footer on, the avilabe choices are; First Page,
Last Page, All Pages, or No Pages
Input the Height of the Footer (the units displayed depends on
Margin units discussed previously)
Define the number of parts the Footer include, you have two
chooices either 3, or 5 (the default is 5)
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Module 10: Printing Layouts
• Dates
• Logo
• Revision Box
• Titles/Comments
Dates If you select the Dates to be displayed in one of the parts of footer,
the following will appear:
Click Browse to find the graphical file which will represent the logo
of your company
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Using Primavera Project Planner Ver. 3.1
Revision Box If you selet Reviosn Box the following will be displayed:
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Module 10: Printing Layouts
Bar Chart If you selected Bar Chart Legend the following will be displayed:
Legend
The Bar Chart Legend is predefined. You have to specify the Font
which will be used
Print Preview
To see the results of your settings took place in Page Setup
command, you have to make the third step which is Print Preview
From menus select File/Print Preview
Or from toolbar click the Print Preview button, the following will
be displayed:
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Using Primavera Project Planner Ver. 3.1
At the lower left of the screen you will see how many pages did P3
produce to be printed
Click View All Pages button to view all pages of the printout:
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Module 10: Printing Layouts
While you are in the Print Preview you can use the same
commands discussed earlier:
• Print Setup
• Page Setup
• Header
• Footer
Print Command
When you are satisfied, you can issue the Print command
From menus select File/Print
Or from toolbar select Print button (this command will send the job
right away to the printer without showing the following dialogue
box):
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Using Primavera Project Planner Ver. 3.1
If you want to print some of the pages, select Pages, the following
should be specified:
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Module 10: Printing Layouts
Printing
Workshop 15
1. Open SCIE project
2. Open LT-03 (Grouping Using BLDG and PHAS)
3. View the Resource Profile using the following information:
a. Resource = Total
b. Showing Costs
c. Months
d. Calculate = Total
4. In Print Setup, make sure that you are using:
a. Landscape
b. A4 paper size
5. In Page Setup, set the following:
a. Date Range: from 06.27.05 to 12.31.05
b. Show Columns, Bars, and Resource/Cost display
c. Don’t Show visible columns only
d. Timescale placement = Both
e. Margin units = Centimeter
f. Set the four margins = 1 cm
g. Turn on Repeat Group title at page breaks
h. In the Footer, select the 4th section and show Logo in it, go to P3
folder, and select CLIPART folder, and use WORLD1.PMT as
your logo
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6. Use Print Preview, how many pages is the printout? __________ (3x1)
7. From Print Preview display select Page Setup button, and change the
following:
a. Make the Top and Bottom margin = 0.5
b. Turn off Show timescale/titles on all pages
8. What is the new number of pages in the printout? ____________ (2x1)
9. If you have the printer hooked to your machine try to print the second
page only
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Module 10: Printing Layouts
Module Review
1. The most important command in printing which you can specify what and how to print is Print
Preview
a. True
b. False
2. From ____________________ I can reach to all other commands
3. I can decide to show Timescale in all pages, first page, or last page
a. True
b. False
4. In Header and Footer you can specify how many sections you want
a. There are only 3 sections
b. There are only 5 sections
c. Either 3 or 5
d. You can specify up to 7 sections
5. Where can I see the total number of pages in a certain printout
a. In Page Setup, the lower left part
b. In Page Setup, the lower right part
c. In Print Preview, the lower right part
d. In Print Preview, the lower left part
6. I can specify the orientation of the paper in __________________ dialogue box
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Using Primavera Project Planner Ver. 3.1
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Module 11:
Project Updating
This module contains:
Creating target
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Using Primavera Project Planner Ver. 3.1
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Module 11: Project Updating
• First, if you have any negative float this is the proper time to sit
and to find a solution
Type in the name of the target project, and click OK, P3 will create
the target in the same folder of the current project
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Creating Target
Workshop 16
1. Open SCIE project
2. Open LT-01
3. Create a filter to show only the critical activities (Hint: under the Select
if, select Longest path)
4. The critical path has TF = -9
5. To get rid of this negative float do the following
a. The relationship between activity CR105 “Excavation for
Classrooms” OD=25 days, and activity CR110 “Concrete Works
For Foundation For Classrooms” OD=28 days, is Finish-To-Start
b. After checking the logic we found that we can start working at
activity CR110 before the finishing of activity CR105 by 9 days
c. Change the relationship between CR105 and CR110 to be FS -9
d. Run a filter to show All activities
6. Run the Schedule command, and produce the report on the screen,
check when is the Latest calculated early finish? ________ (15AUG06)
7. Now create a target from the current schedule and call it SCTG
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Module 11: Project Updating
• Started-And-Finished
• Started-Not-Finished
• Which means you can see your loss, or profit, per resource per
activity
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Module 11: Project Updating
• Also you can change QTC if you want to reflect another number
than the calculated
• The actual usage of this resource was: 1st day = 3 units, 2nd & 3rd
days = 2 units, 4th day = 3, this means ATD = 10
• QAC = 4 + 10 = 14
• Resource Variance = 12 - 14 = -2
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Using Primavera Project Planner Ver. 3.1
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Module 11: Project Updating
• The activities which will start in the period will be selected using
yellow marker (this is not ordinary selecting), also the time
period in the bar chart will be shaded
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Using Primavera Project Planner Ver. 3.1
Note Another method of setting the Progress Spotlight is moving the Data
Date line (think blue line) manually to the period desired
To remove the effect of the Progress Spotlight simply issue the
command again either using the menus or toolbar
If some of the activities progressed according to plan, and others
didn’t, you still can use this method, and change the numbers that P3
assumed to the actual numbers you have
Earned Value
In order to evaluate your project, P3 provides the Earned Value
concept
There are 3 values for cost:
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Module 11: Project Updating
Est. 2 2 2 2 2 2 2 2 2 2
Actual 3 2 2 1 2 2 3 3
Data Date
The following information applies:
• OD = 10 days
• UPT = 2, therefore BQ = 10 * 2 = 20
• Pct = 70%
Select Target 1 project to use the budget from Target 1, and not from
the current project, this budget will be the base for both BCWS, and
BCWP
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The upper table of this form will show all resources assigned to this
activity
The second table will show the following items:
• The number of Units for the selected resource (in our case here,
the resource is LD)
• The Total Units for all resources (P3 is adding here all the
resource numbers regardless of the resource unit)
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Module 11: Project Updating
Workshop 17
1. Open SCIE project
2. One month since the commencing of the project, the following data had
been gathered from site:
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Using Primavera Project Planner Ver. 3.1
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Module 11: Project Updating
Specify the From part, by specifying the folder that contains the
project you want to backup, then selecting the desired project (or
projects)
Specify the To part, which includes the destination drive (floppy
drive, or CD-ROM drive, etc.)
Select whether to Compress files of the projects? or not?
Select whether to Remove access list during backup? or not?
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Using Primavera Project Planner Ver. 3.1
Specify the From and To parts, the From part will be the media
(floppy disk or CD, etc.) which contains the backup projects, and the
To part will be the folder in your hard drive which will host your
projects
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Module 11: Project Updating
Note After the first update AS (Actual Start) will replace ES, and AF
(Actual Finish) will replace EF
Hence, there is no need to create a new bar and call it Actual bar, but
instead the Early bar will be the actual bar
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Using Primavera Project Planner Ver. 3.1
Schedule Report As we did in Module 5, creating Schedule report after update will
give you an idea about the AS, and AF compared to Target 1 ES,
and Target 1 EF
From menus select Tools/Tabular Reports/Schedule
Do as we did in Module 5, except in the Format tab, make the
following changes:
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Module 11: Project Updating
• Percent Complete
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Using Primavera Project Planner Ver. 3.1
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Module 11: Project Updating
In this tab you will specify how you will Organize the activities in
the report (by default organized using Activity ID), and whether this
will be a summary report or not.
The third tab is Selection, which is the filter
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Earned Value This report is identical to what we discussed in the previous section
Report of this Module
From menus select Tools/Tabualer Reports/Cost/Earned Value,
the following dialogue box will appear:
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Module 11: Project Updating
Click Add again to accept the sequential number given by P3, the
following dialogue box will be displayed:
There will be two tabs; Resource Selection, in which you will select
either a resource or you leave it empty (this means you need a report
for all resources)
The second tab is Selection which is filter
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Using Primavera Project Planner Ver. 3.1
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Module 11: Project Updating
Workshop 18
1. Open SCIE project
2. Produce a layout looks like the below:
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Module 11: Project Updating
Module Review
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Test Your Knowledge
The main objective of this test is to test-your-knowledge, which you learned from this courseware.
The test should be closed book, and without using of the software.
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Using Primavera Project Planner Ver. 3.1
Name:_______________________________________ Date:_______________________________
2
Test Your Knowledge
19. Data is saved automatically in P3, the only thing you 28. User can specify to print the Resource/Cost display
can save is Layout: in the Layout in
a. True a. Print Setup.
b. False b. Page Setup.
20. In each level of the four levels in a filter you can use c. Print Preview.
AND, or OR between the conditions: d. User can’t print the Resource/Cost Display
a. True in Layout.
b. False
21. In Organize dialogue box you can: 29. Page setup will allow you to set the margins:
a. Change the background color of the band. a. True
b. Change the font and size of font of the text b. False
in the band.
c. A & B 30. If you double click on an activity what will happen:
d. None of the above a. Nothing
22. Progress Spotlight depends on: b. Considered Critical activity.
a. The minimum time unit of the Timescale c. Show the Activity Form.
b. The minimum time unit defined in the d. Link with FS relationship to the next
project. activity.
c. The minimum time unit defined in the
Progress Spotlight dialogue box
d. None of the above
23. You can Add/Remove Columns from Layout using:
a. Format/Bars
b. Format/Columns
c. F11.
d. B & C
24. You can change the Data Date from:
a. Format/Data Date
b. The Schedule dialogue box
c. View/Data Date
d. If you press F2
25. One of the following statements is true about
Calendar:
a. All activities must be linked to Cal 1
b. All activities must be linked to Global
Calendar.
c. Each activity should be linked to one of the
calendars.
d. Calendars are assumed by P3 for each
activity and user can’t change that.
26. Global Calendar is unique and will affect the
individual calendars in the Holidays:
a. True
b. False
27. You can impose a finish date on the whole project
using:
a. Format/Set Finish Date
b. Format/Project Finish Date.
c. Format/Organize
d. From the Standard button of the Global
Calendar.
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Using Primavera Project Planner Ver. 3.1
Answers
1 C 17 B
2 D 18 A
3 D 19 A
4 B 20 A
5 D 21 C
6 B 22 A
7 C 23 D
8 A 24 B
9 B 25 C
10 A 26 A
11 C 27 D
12 D 28 B
13 A 29 A
14 C 30 C
15 B
16 D