Showing posts with label Primavera. Show all posts

Tuesday, August 10, 2021

How to open New file 19.2 of Primavera in Old Version

How to open new file of 19.2 version of primavera in older previous version of Primavera of 17.7.0

At first right click on the file and from open with, open the file with notepad

Rename the version number with your desired version of primavera.

As such, I have the primavera version 17.7.0, therefore i have changed the 19.2 with 17.7.0 as shown below:

with 17.7.0

To checkout the version of your primavera go to help and click on about primavera:-

Now save the notepad file as all file type and add extension xer with file name FILE.xer.

Now open the primavera 17 and import this file in projects.

Monday, December 24, 2012

PRIMAVERA P6 DATA BASE

PRIMAVERA P6 CORRECTION OF DATA BASE ERROR:

Database Configuration
Edit database connection:
PMDB configure;

Host Name: Computer Name\primavera
Database: pmdb$primavera

Username: pubuser
Password: pubuser
Public group ID: 1
after completion

user name : admin
password: admin

enable protocols

Monday, July 2, 2012

Budget Cost Directly P6

Enter Budget Cost Directly into Primavera P6
From Enterprise
> Resource Dictionary,
>Resource Id "BOQ"
>Resource Name "x"
>Resource Type "Material"
Go to ActivityDetail Tab
> ResourceTab
> Add Resource
> Select BOQ (Resource Id)
Now go to Status Tab
> Right Corner See Labour unit
> Change to Material Cost
> Budget Cost
> enter the Cost Directly.

Resources Dictionary in P6

From the Resource Dictonary Change the Following Option
1.Open the Resource
1. From Units & Price tab- > Price/unit - >1.00 (it May be Zero)
2. From Details -> uncheck the calculate cost from unit, Because if u assigned a resource bydefault it will assigned a budget unit of (8*orginal duration), If u run Recalculate Assignment Cost your Budget cost will become (Budget unit*Price/unit), you need to uncheck the calculate cost from units. Recalulate Assignment Cost which is Calculated based on Price/Unit*Budget Unit.
3. Now when run Recalculate Assignment Cost It wont Change.
4. you need to uncheck the calculate cost from unit for all the resource you have assigned to the project.

Saturday, January 14, 2012

Assigning Resources From Large Pool to New Project.

Assigning resources from large pool to your project can be time consuming?
Trying to solve this problem by using Primavera P6's search capabilities still results in searching
for an individual resource every time you try to add one to an activity. It’s laborious and doesn’t
save that much time and effort.

First, create an activity in your project; this will be a dummy activity that will be deleted later.
Then go through and assign all the resources that you’re going to be using on your project to
this dummy activity. This of course, doesn’t save you any time yet. Also, remember that you can
use CTRL Click to select multiple resources at one time.
When they are all assigned, you can then change the filter on the Resource Assignment dialog
to show just the projects resources.

Now, only the Primavera P6 resources that you need for your project are displayed
in this considerably shorter list. When you’re done creating activities and assigning
resources, simply delete the dummy activity. If you need to add more activities after
you’ve deleted the dummy activity, then resources that you’ve already assigned to
your project are still available in the filtered list.

Thursday, January 12, 2012

Levels of Scheduling

Level 1 Schedule is the highest level, called overall project summary level.
It includes major milestones or achievements, highlights major activities and key deliverables. Especially, it is also used in progress reporting.
Level 2 Schedule

Examples of level 2 element are

(a) Utility Plant Modification Project, Hydro Cracker Revamp Work ( For Oil refinery plant expansion project)

(b) Furnace Area, Compressor Area Shutdown Work (For Chemical Plant Shutdown Work.

Level 3 Schedule

is a project coordinating and project reporting schedule. Roll up summary of level 4 schedule.For instance, piping engineering, mechanical engineering, civil/structure engineering, process engineering and electrical and instrumentation engineering are level 3 elements which are the disciplines of design engineering. Normally developed and established by EPC (engineering, procurement and construction) contractor. Used as a proposal schedule during the process of tendering. Also is used as a guide line for subcontractors and vendors for their bid submissions.

Level 4 Schedule

is a low level schedule. It consists of the task or work categories to be carried out. Level 3 schedule is further broken down into level 4 as an execution schedule (working schedule).

Level 5 schedule

is the lowest level of schedule. The task list and work sequence is usually developed by the task supervisor or engineer and incorporated into level 4 schedule to monitor day to day work.

How to Import Activities Data from Excel to P6

The easiest way to import a file into P6 is to export a file from P6 and use the file structure as a means to import your information. See “how to export information from P6 to Excel” to create this file structure.

From File menu select import

Spread sheet (xls), Next

Browes and select the file, next

Import type, Activities, next

Exel import

File Name , Import action , Import to

Review the summary

click, finish

import was successful

Wednesday, December 28, 2011

Primavera Course Notes

Day-1:

Open the p6

Show all Toolbars: view - toolbar - check all

User Preference

Edit-user preference

Time Unit

Dates: date format – options – close.

Currency: click and select required currency

If required currency not existed in the list:-

Admin – currencies – add – id – name – symbol

Application – show the welcome. close

At first p6 is looking for to create enterprise for planning multi projects.

In start you are just looking for single project planning but enterprise may helpful at later stage.

Enterprise: an organization created for multi projects.

Portfolio: We can say it control room where we have saved many projects, in p6 we can make also a portfolio.)

Create new EPS (enterprise project structure)

Enter - project structure-new-name-ok

1.3 now create a new project, switch into project mode, file-new-next-01-construction of Building-start date- (do not insert finish date please) - finish.

Right click on project, open the project from shortcut menu.

1.5 Activities (working items), from the right side bar click-add-(activity name) setting of camp-finish.

1.6 Now show the standard columns, view-columns-default-apply-ok. (Or select the required columns by arrow marks).

1.7 set the calendar for the project, enterprise-calendar- (there are 3 types of calendars) global, resource, project, you select project-add-name of calendar-modify (select the working days, hours,) - close.

1.8 apply the calendar, select activity - general tab (at top left of bottom layout) - calendar.

1.9 Apply calendar in one go.

1st show the calendar column in activity table,

Right click in activity table-columns-click on downward arrow at available options-find-calendar-click on inserting arrow-apply-ok.

Than right click on the destination cell which you like to copy – copy – from there (selected cell) select down the required cells – edit – Fill Down ( Ctrl + E) .

1.10 Add new activity between two existing activities.

E.g. you have to insert new one between 1000 and 1010.

Add - 1001 (activity code) and required information of the subject activity.

Than, view-group & sort-sort-activity name-ascending-ok

1.11 Now link the activities.

Select the all activities – edit – Link the activities.

Software will link the all activities by default by Finish to Start.

Set the software calculation method by manual instead of automatic.

Tools – schedule – option – general – uncheck the box (schedule automatically when a change affects dates. Close. Schedule (F9). Ok.

1.12 show whole span of the project.

View – group & sort – group by – project – apply – ok.

1.13 modifies the links of the activities.

Select the activity – than in bottom layout (activity detail) relationship – assign – set the predecessor activity - Finish to start (relation) – 0 (lag)

Export the Project or save as another copy

File – export – xer (type) – ok.

Day – 2,

Formatting

1. format of Bars, view – bars – here are two layouts, at top are bars, and at bottom are 3 tabs

Bars style, (shape, color, pattern & row)

Bars settings,

a- grouping setting,

b- Necking setting, calendar non-working time & activity non-work interval

Bars labels, here you can show text labels at bars end and start.

Add – position (left), label (start)

Add – position (right), label (finish)

Apply – ok

You can delete unwanted labels.

2. Bars chart option, here are 4 tabs

1. General

2. Collapsed bars

3. Data date

4. Sight lines

3. View – show on bottom – activity detail.

4. View – bottom layout option – add remove required items – apply – ok.

5. Edit – select all. View – table font and row – row height – uncheck keep current row height – select height for all rows 18. Ok

6. Set Time Scale
a- View – Time scale – time scale format – two line or three lines, time scale start = PS (Project Start) (Show from 2week before start date) , font & color,
b- Date Format, Show primary Dates, Type = Calendar, Date interval = Year / month or quarter / month, Shift calendar (if u have created shift working calendar)

How to Get Resource Loading Histogram/S Curve in Primavera P6

This tutorial demonstrates how resources allocation chart (histogram/S curve) is produced in Primavera P6. Assume that you have done “Assigned activities and Sequenced activities to see resource loading histogram/S curve bar chart in Primavera P6. After assigning and sequencing of activities, (1) allocate overall resource and their rated cost and (2) assign resources in activity detail section (3) view resource loading histogram/S curve.

1) To allocate overall resources and cost,

a) Go to Enterprise > Resource >

Note: When you are at Resource, you will see the filter name “Current Project Resources” If you have already opened a resource loaded project. See figure below

b) Add New Resource (If the existing resources are not applicable for a specific project or there is no resource to be assigned).You can skip this step if the required resources have been in.

When you try to add resource, you will get the message like “In order to add resource, the filter will be changed to display all resources” and you will see all resources for all the projects. New Resource Wizard will be prompted, and follow the wizard. You will be asked to enter the following,

Ø Resource ID,

Ø Resource Name,

Ø Allocate Resource Type (Labor, Non labor and material),

Ø Rate (Price/Unit), Default Units/Time and Max Units/Time,

Ø Contact address if applicable

Ø Resource roles which describes their skills

Ø Resource Calendar

Ø Select “Auto- compute if you want actual units are updated by primavera or select “Do not auto-compute actual” if you can update manually for actual man hours spent.

Ø Timesheets set up and log in

After entering of all data, you will notice that the newly added resources are not in the desired location. Therefore, allocate those resources according to their resource level. For example, Pipe fitter, Rigger/Signaler, General worker, Fire watches man, Workshop labor, Painter, etc are allocated under construction department of Petrochemical Projects. See figure below.

2) To assign resources in activity detail section, Go to Activities page > Select the activity > Go to Resource tab which is next to Relationships tab > Add Resource which is located near the bottom of activity detail box > Select required resource and assign it

3) To view manpower histogram and S curve,

(a) Go to Activities page > Select Resource usage profile, and then you will see “Current Project’s Resources” Column on the left and histogram and bar chart on the right side of the layout. The individual loading chart, for instance, welder’s resource profile is shown in the following figure.

b) You can customize the appearance of bar chart by the Resource Usage Profile Options. Right Click on the bar chart area to find Resource Usage Profile Options. You can select “By date” to see interval data (Histogram Chart) and select “Cumulative (S Curve) to see total manpower unit in the following check box below.

c) The following check box is used when you want to show manpower resource profile instead of man hour unit. P6 will calculate total men per period (interval) based on working hrs per period (interval) and total man hours per period. For example, total men per week would be 10 when total man hours for a week are 400 and 40 working hrs per week.

d) And then, select all resources in resource column to view overall man power allocation. To print the bar chart, Go to print preview > page set up > Options > Select “Profile” and unselect Activity Table, All columns, Grid lines and Gantt chart. Set the time scale start from “PS-Earliest Project Start” to “PF-Latest Project Finish”. Finally you will see the bar chart as below.

e) According to above bar chart, the weekly interval manpower is shown on the left side and total manpower allocation is on the right side.

f) You can also see “Stacked Histogram” for this manpower allocation. Right Click on the bar chart area to find “Stacked Histogram”. Firstly, click on "Stacked Histogram" tag, and then you can go to "Resource Usage Profile Options" to get screen shot in step-g. See figure below.

g) Go to Resource Profile options > Assign Resource Filter/Group Name > Select Total cumulative curve as shown in Figure below.

Finally, you will get Stacked Histogram as shown in below. The stacked histogram represents the manpower allocation by individual trade/discipline as well as total manpower allocation (total manpower = 200 men, see the following figure) . It can be printed the same way done on item 3, d.

There are the related posts (1) Tutorial-How to generate S curve/histogram from Primavera, P6 which describes how the progress (histogram curve/S curve) are produced using P6 export excel data.

Creating discipline wise manpower histogram using export data to excel

Open the selected project that you need to export data
Select the Assignments tag on the Directory or go to Project on the menu bar and go to Resource assignments. You will see then Activity resource columns such as Activity ID, Activity Name, Resource ID Name, Start and Finish by default. There is Remaining Units column in Resource Usage spreadsheet field column by default.
As resource name (discipline wise) needs to be shown in Activity resource columns, you need to customise default view. To do so, go to View on the menu bar>>Columns>>Customize.
Look for Resource Name in General tag in Available options box. Select Resource Name into Selected options box.
Select Budgeted Units and Actual Units in the spreadsheet field columns if you want to see budget and actual data. You will get remaining early and late manpower data if select Remaining Earl Units and Late Unit. In this tutorial for instance, I just selected the budgeted units.
To see budgeted units, go to Resource Usage Spreadsheet area and right click>>select Spreadsheet fields>> Select Budgeted Units.
To set resource usage hour per period, go to Resource Usage Spreadsheet area and right click>>select Timescale>>select month/week (to show weekly data) from date interval drop down list.
Go to View>> Group and sort by>> Customize and tick on Show Grand Totals, Show Summaries only to see summary data.
Go to View>> filters and add the Resource ID names that you want to export data.
Make sure the data is organized as you like to display in excel sheet in order to reduce rework after exporting to excel. To do that, stay at the Resource Assignment view, go to View on the menu bar > Group & Sort by > mark on Show Grand Totals and Show Summaries Only box just to display overall level and discipline level summary resource data overtime.
Finally you will get resource loading data ready to export to excel as shown in figure below. Manpower field names such as Coded welder, Hot Work Sentry, Trade Assistant, Pipe fitter/Boilermaker and Rigger are displayed in the Resource Name column. Man hour distribution data is shown in the resource usage spreadsheet field.
To export, go to activity resource assignment area >> select all>>copy and paste to excel. The man hour distribution will vary according to time scale. Suppose if the time scale is set up by (month/week), the data is weekly man hour data. If you want to convert the weekly manhour to weekly manpower , that feature is available in P6. The periodic average manpower can be calculated using the spreadsheet option box by selecting "Calculate Average" and entering working hours per week.
Finally you can create Histogram Chart using that excel data.

Friday, December 23, 2011

Show all activities for a specific day or day’s

Is it possible to show the activities for a specific day or day’s, for instance November 01, 2007?

Answer: Yes.

It is possible to achieve this through usage of filters. If You want to see the activities which are due or ongoing for November 01, 2007 You can construct the following filter:

1. Choose: View, Filters

2. Select New

3. Enter a filter name

4. Choose the following filter specifications:
“Remaining Early Start is less than or equals” AND
“Remaining Early Finish is greater than or equals”

5. Click “OK” twice.

The result:

Thursday, December 15, 2011

P3

Creating New Project

1. Chose File, New

Project Development

1. Starting & Opening Chose, File, New

2. View General Information File, Open, Select a Project & Click Overview

3. Obtain exclusive Access for features like as leveling, performing global changes and editing activity Ids make the “Exclusive” check box.

4. Adding a Project

a. Chose file, new (enter 4 character project name).

b. Add general information.

c. The project may be independent as added to a project group. (click the relevant check box if added to a project group.

d. Specify the planing unit, i.e. day, hours, weeks, months etc.

e. Set the decimal places if required.

Setting Access Rights for the Project

1. Project rights are given to the users which are

a. Read only

b. Read with

c. Restricted

2. Chose file, open, select project, than click Access. (for this once must have exclusive access to the project.)

3. Restricted Access Rights Restricted access rights can be given to the users as required:

a. Chose file, open, select project, click access & set restrictions. Mark the check boxes for functions you want to restrict the user from performing.

b. Following restrictions can be imposed:

(i) Limit Access to certain activities. For this mark files restrictions, and select the file. User will only be able to work with the activities that meet the criteria.

(ii) Limit Access to certain report

(iii) Read only access

(iv) Restrictions to a target project.

Creating a New Layout

1. Layouts are aimed to present the project from different perspectives. One can create unlimited number of layouts of the project.

2. Chose view, layout, new

3. For saving chose view, layout, save name the layout.

4. For opening existing layout chose view, layout, open

5. Chose layout when opening a project

Chose file, open, select project, than click options.

Running a filter for opening layouts.

1. Set filter options, chose view, layout, options following be done in this regards:

a. If current layout is bar clear chose organization.

b. Chose option for running associates filter.

Working with Activities

Activity codes

1. Chose data, activity codes

Change increment value

Chose tools, options, activity inserting, type the value

Turn off automatic numbering

Tools, options, activity inserting & clear automatically number activities check box.

Adding activity in bar chart

Chose Insert, activity

Add activities using the activity forms

Chose tools, options, activity inserting

Add activities to group

Add activities in by Part

Click the area when activity is to be inserted and press the insert key or chose insert, activity.

Press the insert key.

Adding activities with auto links

Chose insert, autolink

Editing data in columns

1. Enter or change data in the edit bar

Select the cell and or press F2 and make change

Copy information between cells

1. If the activities are contiguous than select the cell value, drag the mouse up & down to select the activities where it is to be copied, chose edit, fill cell.

2. If the activities are not contiguous

Press Ctrl select the cells where data is to be copied finally reach to the cell data to be copied still pressing Ctrl click edit fill cell.

Edit Activity Forms

1. Chose view, activity form or press F7.

2. Over with the existing information and press click ok.

Detail forms

1. Use the buttons at the top of the activity form to display detail forms

2. To edit detail forms click appropriate cell and than click the required button in activity forms.

Activities selection

1. select single activity click row in the activity bar.

2. select all activities Edit, select all

3. select contiguous activities click first activity, press & hold shift key, click last activity.

Click the first activity, drag the mouse to the last activity.

Select Non Contiguous Activity

Click first activity, press & hold Ctrl key & than click and activity wants for selection.

Select activities for resources assignment.

Chose insert, resource assignment.

Select activities for updating.

Click progress spotlight icon or drag the data date line in the bar chart.

Cutting, copying & pasting

1. select the activity, edit, cut, paste

Deleting & dissolving activity

Select activity, edit, delete or dissolve or extant.

Moving activities

1. Move activity in bar chart Point move in the middle of first column up the desire activity. The mouse pointer will be changed. Than drag the mouse up & down.

2. Move activity in part Drag the activity to new location

3. Move between groups Change the activity codes with codes,

Fragments

Retrieve Fragnets

Tools, Fragnets, Retrieve Fragnets,

Create , delete Fragnets

Select activities, toll, fragnets, store fragnet or delete

Replace text in fragnets.

After retrieving the fragnets in new project, the text can be replaced as desired.

Working with relationships

Defining relationships in PERT

1. Point to the left or right of predecessor activity & drag the mouse to left or right of the successor activity.

2. Right click on desired activity, select predecessor or successor, create or modify the relation accordingly.

Defining relationships in BAR Charts

1. define relationships

2. define relationship in activity detail forms chose activity detail, successor or predecessor

Link multiple activities with FS relationship

Select activities, edit, link activities.

Assign FS relationships between activities as you ad them

Insert, Auto Link

Delete relationship

Ensure relationship lines are visible in band chart in bar

1. In bar chart left click the relationship line and edit the relationship in the dialog box.

2. In PERT left click the relation line and edit the relationship in the dialog box.

Trace logic

1. In PERT select activity, view, trace logic

Change trace logic to a movable window

Right click trace logic, unlock trace logic.

Set trace logic options.

Set PERT layout. Select activity, format trace logic.

Trace logic using predecessors & successors forms

Right click the activity, activity detail, predecessor or successor.

ACTIVITY CODES AND VALUES

Define activity Codes

Choose data, activity codes then click activity tab

Create Standard activity Codes

Choose Tools, Options, Default activity codes

Assign /Change code values using activity columns

Select an activity code cell for an activity and press F2 , type the code value in the edit bar or select from drop down list and press enter.

Copy an activity code value from an other activity

Select the activity code cell containing the assignment you want to copy ; press Ctrl and drag the mouse to highlight one or more contiguous activities.

If activities are not contiguous then ,select each activity while pressing Ctrl.

Reassign Activity Codes

Drag an activity from one activity code band to another

Coding Activity IDs

Click the activity ID codes and classify the codes

Combining the codes in Aliases

Click the aliases tab in the activity codes dictionary dialog box , then click define aliases

Type code values, and optionally description for each value section.

Grouping with combined Bands

Choose Format ,Organize ,select the data item you want to group the mark the Display All Values in One band checkbox

CODING PROJECTS

Define Project Codes and Values

With project group open, Choose data .project codes OR

Choose file, project Overview and the project codes.

Assign project Code Values

Choose data, Project codes, and click the values for the project codes OR

Choose file , Project overview ,then click project codes.

Grouping and Summarizing by Codes

Group By Activity or Project Code

Choose format ,Organize , the choose activity data item.

Summarize a specific group by activity code

Choose format , summarize

Select the band and press enter.

CUSTOM DATA ITEM

Define Custom Data Item

Choose data ,Custom data Item , Click the recourse /cost tab to define custom data items each for activities and resource / cost.

Transfer Custom data Items

Choose data, Custom data Item , Click Transfer and select the project the contains the custom data items that you want to transfer.

Assign Custom Data Item Using Activity Columns

Choose Format ,columns .Add the custom data items as columns

Assign Custom Data Item Using Activity Form

Double click an activity to open the activity form OR

Select ac activity and choose view , Activity form , click custom in activity form and click the activity data tab in the Custom Data Form.

Click the value column and type the value for the selected form.

Assign Custom Data Item to a source

Open activity form, Click custom, Click resource Data tab in the custom Data item form. Click the resource, click the value column and type the value for the selected item.

Creating Custom Data Item Bars

Choose format, bars, click end points, click the custom data items box at the bottom of the dialog box then select the shape and the color for the end points.

Using Global change to calculate Custom Data Item

Choose Tools, Global change specification list box, then add to accept the next sequential ID.

Use If –Then statements to indicate the revised value. Click Ok and the Run to calculate values for custom data items.

TARGETS AND PROGRESS

Creating a Target Project

Choose Tools, Project Utilities, Targets

Modifying a Target project Globally

Choose Tools, Project Utilities, Targets the update

Highlighting Activities For Updating

Choose view, Progress spotlight OR click the progress spotlight icon

To increase / Decrease the highlighted area between previous and new date by one or more timescale increments , Drag the time scale line to right or left.

Set the Time Increments for Updating

Choose format , Time scale and select the weeks as minimum time unit

Drag the data line to new date and update the activities

Estimate progress for all spotlighted activities

Choose ,tools, update progress (If the work proceeds as per schedule)

Updating activities Manually

Select activity farm, double the activity that is to be updated, edit the appropriate field and click OK.

Point to end or start of the activity and press shift key then drag the bar to the required date. Prompt dialog box will appear, Click yes, talk to actual start and finish date will appear ,you can adjust the date accordingly.

Review Or update progress for an activity

Scroll bar of the same dialog box can be used to update the progress.

Manually updating spot lighted activities

Use the progress spotlight to highlight the activities .Select the activities using Ctrl+up/down arrow keys in the activity columns.

Interrupting Activity Progress – Suspend and Resume an activity

Right click an activity and choose activity details, dates , Click the date when work is suspended, again click the date when the work is resumed.

Storing Period Performance

Post actual performance for the period

Period performance should be stored at the end of the update or before the start of next schedule update

Choose tool, store period performance

Comparing Current and Target Schedules

Compare Progress On Current and Progress Bars

Choose format, bars to specify the target progress on current project or target plan

Progress Line

Choose view, Progress line, to display the progress line

PLANNING RESOURCES AND COST

Add a Resource