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)