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COURSE MATERIAL ON PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) (BASIC)
KLG SYSTEL LTD
Plot # 70A, Sector - 34, EHTP, NH 8, Near Hero Honda, Gurgaon-122001 E-Mail: firstname.lastname@example.org Tele # 0124-4129900 Fax # 0124-4129999 www.klgsystel.com
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A Knowledge Company
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c)
A. INTRODUCTION TO PRIMAVERA ENTERPRISE SUITE PRODUCTS B. SETTING UP OF ENTERPRISE PROJECT STRUCTURE (EPS) C. SETTING UP OF ORGANISATIONAL BREAKDOWN STRUCTURE (OBS) D. ADDING A PROJECT (Without Using Project Architect) E. CREATING WORK BREAKDOWN STRUCTURE (WBS) F. CREATING GLOBAL & PROJECT CALENDAR G. ADDING ACTIVITIES, RELATIONSHIPS, CODES AND SCHEDULING H. CREATING ACTIVITY CODES & VALUES I. APPLYING CONSTRAINTS J. CREATING WORK PRODUCTS & DOCUMENTS K. GROUPING AND FILTERING ACTIVITIES L. CUSTOMISING BARS & LAYOUTS M. RESOURCES, ROLES AND COSTS N. CREATING BASELINE PLAN O. MONITORING THE CURRENT SCHEDULE P. IMPORT/EXPORT
Proprietary & Confidential
A Knowledge Company
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c)
A. INTRODUCTION TO PRIMAVERA ENTERPRISE SUITE PRODUCTS
PROJECT MANAGEMENT (PM) Multi-User, Multi-Project hierarchy system with planning, scheduling, tracking and resource control capabilities supporting multi-tiered project. An organization can store and manage its projects in a central location where there is a need to simultaneously manage multiple projects and multi-user access across the entire enterprise. METHODOLOGY MANAGEMENT (MM) Integrated process improvement platform for delivering best practices, lessons learned, and organizational standards in a central location in the form of Project Plan Templates, Work Product Templates, and Estimation Metrics. Purpose is to create, capture, organize, and improve reusable components for building future project plans. PORTFOLIO ANALYST (PA) A reporting tool, providing project summary and tracking information for executives, senior managers, and program managers, via a rich set of graphics, spreadsheets and reports. Provides cost, schedule, and performance roll-ups in a single or multi-project environment to a lowest Work Breakdown Structure (WBS). MYPRIMAVERA (PV) Project vision at its best. It’s a web based tool that allows projects to be managed via the Internet. A web based working module of Project Manager & Portfolio Analyst. Users can create, manage, status, and schedule projects using their Web browsers. Divided into three sections Project Manager, Resource Manager, and Portfolio Manager.
Proprietary & Confidential
A Knowledge Company
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c)
TIME SHEETS (TS) A project communication (Desktop/Web) tool to a Project Manager module. Team members can see all supporting information they need to coordinate and perform their work while communicating directly with the central database
Proprietary & Confidential
A Knowledge Company
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c)
B. SETTING UP OF ENTERPRISE PROJECT STRUCTURE (EPS)
Hierarchal structure that identifies the company-wide projects and enables organizing and management of those projects EPS can be created up to 50 levels. Maximum character length for an EPS ID is 20 and for EPS Descriptions are 100. 1) To create EPS activate Enterprise / Enterprise Project Structure menu. 2) Create EPS node by clicking on “Add” option in the EPS window. 3) Click on the “Arrow” buttons to indent Left / Right or to shift Up / Down.
Class Exercise: EPS ID NL MP PP
Proprietary & Confidential
EPS NAME NEOTECH LIMITED MANUFACTURING PLANT PROCESS PLANT
LEVEL 1 2 2
A Knowledge Company
1) To create OBS activate Enterprise/OBS menu. either by EPS node or by project. and the WBS of the particular level of hierarchy. ORGANISATIONAL BREAKDOWN STRUCTURE (OBS) Represents the management responsible at the EPS/Project/WBS. 2) To add an OBS element click on “Add” option in the OBS window. OBS can be created up to 25 levels. Maximum character length for an OBS element is 100. Each manager in the OBS is associated with his / her area of the EPS. 3) Create OBS as per the table given below. Always match the levels of OBS with that of EPS / PROJECTS / WBS Proprietary & Confidential 6 A Knowledge Company . User access and privileges to the EPS/Project/WBS nodes are implemented through OBS. Note: There can be only one “Root OBS” element.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) C.
PUII Engineering Manager Construction Manager Commissioning Manager GM .Manufacturing Project Manager .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Class Exercise: Serial No 1 2 3 4 5 6 7 OBS Description MD / CEO GM .Process Level Level 1 Level 2 Level 3 Level 4 Level 4 Level 4 Level 2 EPS NL MP PP Proprietary & Confidential 7 A Knowledge Company .
2) Select “MANUFACTURING PLANT” as the EPS node. 1) To create a project activate File / New menu. 3) Give Project ID “PUII” and Project name “PARENTAL UNIT IN INDIA”. ADDING A PROJECT (Without Using Project Architect) To create project activate Enterprise / Projects and click the Add button or. Proprietary & Confidential 8 A Knowledge Company . under which the project is to be defined.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) D.
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 4) Give start date of the project as 10th Jan 2005 5) Assign responsible OBS as “Project Manager .PUII” and click on FINISH option. Unlimited projects can be created under any EPS node. Maximum character length for any Project ID is 20 and for Project Name is 100. Proprietary & Confidential 9 A Knowledge Company .
If the user needs to customize notebook topics. The project is the highest level while an individual activity is the lowest level.01 PUII.02 Proprietary & Confidential WBS Name PARENTAL UNIT IN INDIA ENGINEERING & PROCUREMENT GENERAL ARCHITECTURE 10 Level 1 2 3 3 A Knowledge Company .01 PUII. Activate WBS detail form and select the “Notebook Items” to create log information. WBS can be created up to 50 levels. Create WBS Code and Description as given below. CREATING WORK BREAKDOWN STRUCTURE (WBS) A WBS is a hierarchal arrangement of the products and services produced during and by a project. Chart View and Gantt Chat format. Each project in the EPS has its own WBS.01. 1) 2) 3) 4) Activate WBS from HOME page or from Project / WBS menu.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) E. WBS once created can be viewed in Table. Maximum character length for any WBS Code is 20 and for WBS Name is 100. the same can be done by adding notebook topic from Admin / Admin Categories / Note Book Topics. Class Exercise: WBS Code PUII PUII.01.
03 PUII.03.01.01 PUII. Proprietary & Confidential 11 A Knowledge Company .01 PUII.03 CIVIL EQUIPMENT PIPING ELECTRICAL INSTRUMENTATION CONSTRUCTION GENERAL CIVIL MECHANICAL EQUIPMENT PIPING ELECTRICAL INSTRUMENTATION COMMISSIONING 3 3 3 3 3 2 3 3 3 4 4 3 3 2 ASSIGNING OBS ELEMENT TO WBS: 1) Click on WBS from HOME page.05 PUII.02 PUII.02.05 PUII.04 PUII.01.07 PUII.02 PUII.02. 2) Click on General tab in WBS detail form.02.02.02 PUII.06 PUII.01.02.02.01.01.04 PUII.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) PUII.03 PUII. 3) Assign the OBS element to the WBS level by clicking on “Responsible Manager” option. Given following is the list of OBS elements to be assigned to the WBS levels.02.03.
02 PUII.04 PUII.03.02.02.02.02.03 PUII.07 PUII.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Class Exercise: WBS Code PUII PUII.01 PUII.01.02.02.03 WBS Name PARENTAL UNIT IN INDIA ENGINEERING & PROCUREMENT GENERAL ARCHITECTURE CIVIL EQUIPMENT PIPING ELECTRICAL INSTRUMENTATION CONSTRUCTION GENERAL CIVIL MECHANICAL EQUIPMENT PIPING ELECTRICAL INSTRUMENTATION COMMISSIONING OBS Project Manager-PUII Engineering Manager Engineering Manager Engineering Manager Engineering Manager Engineering Manager Engineering Manager Engineering Manager Engineering Manager Construction Manager Construction Manager Construction Manager Construction Manager Construction Manager Construction Manager Construction Manager Construction Manager Commissioning Manager Proprietary & Confidential 12 A Knowledge Company .01.03.03 PUII.01.04 PUII.01.05 PUII.02 PUII.02 PUII.01.01.01 PUII.05 PUII.01 PUII.01 PUII.01.02 PUII.06 PUII.02.
your organization's holidays. 7) Activate activity detail form from the tool bars and click on General tab. 1) To create project calendar activate Enterprise / Calendar menu. if you make changes to a global calendar. 3) Click on ADD and select one of the Global Calendars as the template for the new Project Calendar. 4) Select the working days by clicking on WORKWEEK and identify the Work and non-work days. You can assign either resource or global calendars to resources. The global calendar pool contains calendars that apply to all projects. 2) To create project specific calendars opt for Project. The resource calendar pool can be a separate pool of calendars for each resource. Whether an activity uses its assigned calendar or the calendar of an assigned resource depends on the activity type you specify. Calendar assignments are used for activity scheduling. tracking. You can also specify national holidays. and Project. Then. These calendars define the available work hours in each calendar day. your changes apply to all resource and project calendars that are linked to the modified global calendar. and resource vacation days. The project calendar pool is a separate pool of calendars for each project. Proprietary & Confidential 13 A Knowledge Company . 8) Select the activity and assign the relevant activity calendar. 6) To assign the calendar to the activities. You can link resource and project calendars to global calendars. open activities view from HOME page. project-specific work/non-work days. Resource. CREATING GLOBAL & PROJECT CALENDARS You can create and assign calendars to each resource and each activity. and you can assign either global or project calendars to activities.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) F. and resource leveling. Three calendar pools are defined: Global. 5) Click OK to confirm the entries.
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Class Exercise: Calendar Name HO SITE Type Global Project Work Week 5 Day 6 Day Work Hours 9:30 to 6:00 9:30 to 6:00 Break 30mins 30mins Proprietary & Confidential 14 A Knowledge Company .
which divide the activity into smaller units. how to keep an activity's unit values. and resource units/time values synchronized. • Work products and documents and deliverables. duration values. as such. • Resources and Roles. which are used to define relationships with other activities. duration type. which enables you to uniquely identify and describe the activity. • Expenses. which are used to specify which calendar applies to an activity.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) G. are the smallest subdivision of a project that directly concerns the project manager. • Activity calendars. • Notes and feedback. and how to calculate an activity's percent complete. Activity Types Proprietary & Confidential 15 A Knowledge Company . RELATIONSHIPS AND SCHEDULING ACTIVITY Activities are the fundamental work elements of a project. whether an activity is a milestone. You can define the following information for an activity: • Activity ID and name. • Activity type. • Predecessor and successor relationships. They are the lowest level of a work breakdown structure (WBS) and. • WBS element and Activity codes. while the project manager is typically responsible for managing and tracking the progress of the overall activity. an activity's primary resource is typically responsible for managing and tracking the progress of an activity's steps. ADDING ACTIVITIES. • Steps. which are used to communicate with the resources working on an activity. and percent complete type. which enable you to identify skill requirements for staffing the activity. • Constraints on the activity's scheduled start and finish dates. which enable you to classify and categorize activities. Although you can divide activities into steps. Activity start and finish dates.
meetings. Resource Dependent Typically used when multiple resources assigned to the same activity can work independently. work products. expenses. 6. The WBS summary activity comprises a group of activities that share a common WBS level. Proprietary & Confidential 16 A Knowledge Company . 2. WBS Summary Use a WBS summary activity to summarize a WBS level. The dates calculated on a WBS summary activity are based on the earliest start date of the activities in the group and the latest finish date of these activities. Clerical work. You cannot assign constraints to WBS summary activities. and project management tasks. The activity’s resources are scheduled to work according to the activity calendar. 5. Level of Effort Typically used for ongoing tasks dependent on other activities. work products. You cannot assign resources/roles. Cannot assign resources/roles. expenses. Duration is determined by the availability of the resources assigned to work on the activity. The WBS summary activity duration is calculated based on its assigned calendar. Zero duration activity and only has a start date. Finish Milestone Typically used to mark the end of a phase or to communicate project deliverables. NOTE: This is the default activity type in P3e/c. Duration is determined by the assigned calendar’s workweek. Can assign constraints. Can assign constraints.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 1. Cannot assign constraints. The activity’s resources are scheduled according to their individual resource calendar. regardless of the assigned resources’ availability. Zero duration activity and only has a finish date. and documents. security guard. and documents. 4. Duration is determined by its predecessor/ successor activities. Task Dependent Typically used when the work needs to be accomplished in a given time frame. 3. Start Milestone Typically used to mark the beginning of a phase or to communicate project deliverables.
Establishes link between Actual resource units and Units %. Physical Type : The selected activity's Activity % Complete is tied to the Physical progress. and choose Physical as the activity's percent complete type in the General tab in the Activities window.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Activity Steps Steps allow you to break activities into smaller units and track the completion of those units. Establishes link between Duration %. Activity % Complete Type The way in which the percent complete for the selected activity is determined. Units Type : The selected activity's Activity % Complete is tied to its Units % Complete. No link is established between Physical %. Remaining Duration and Actual resource units. Steps do not require duration estimates or dates. When you mark the Activity Percent Complete Based on Activity Steps checkbox in the Calculations tab in the Projects window. Remaining duration and Actual Resource units. Unlimited number of steps per activity can be created and can be marked as completed. activity percent complete is updated based on the weight you assign to each activity step. Weighted steps enable you to track the progress of an activity based on the number of steps completed. Proprietary & Confidential 17 A Knowledge Company . Duration Type : The selected activity's Activity % Complete is tied to its Duration % Complete.
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Duration Type Setting which allows you to control how P3e synchronizes the Duration. Units Units Units/Time Units/Time When you change Units/Time. Duration Units/Time Duration Units/Time When you change Duration. P3e/c changes…. Duration Units Duration Units Class Exercise: Activity ID Activity Name Original Duration PARENTAL UNIT IN INDIA ENGINEERING & PROCUREMENT GENERAL EGGEN01 Kick off meeting EGGEN02 Basic Engineering Proprietary & Confidential 1 10 18 A Knowledge Company . Organize the layout based on WBS & SORT by Activity ID. Add activities to respective WBS level by clicking on ADD on Command Bar Button Text Given following are the lists of activities. P3e/c changes…. When you change Units. For Auto-numbering activities and increment select the project in the “Projects View” and select “Default Tab” in the detail form and give activity prefix. suffix and increment. P3e/c changes…. Labor/Non-labor Units and Resource Units/Time for activities so that the following equation is always true: Duration x Unit/Time = Units Activity Duration Type Fixed Units/Time Fixed Duration & Units/Time Fixed Units Fixed Duration & Units Adding Activities 1) 2) 3) 4) 5) To add activities click on “Activities” in the HOME page or “Project / Activities”.
UB ELECTRICAL EGELE01 Single Line Diagrams EGELE02 Electrical Equipment Specs EGELE03 Supply of Electrical Equipment & Cables INSTRUMENTATION EGINS01 Single Line Diagram EGINS02 Instrument Specs EGINS03 Supply of Instruments & Cables CONSTRUCTION GENERAL CNGEN01 Mobilization of site CIVIL CNCIV01 Civil Work Main Production Hall CNCIV02 Civil Work Raw Material Store CNCIV03 Civil Work Finished Good Store CNCIV04 Civil Work Utility Building MECHANICAL CNMEC05 Fabrication & Erection of Racks CNMEC06 Painting EQUIPMENT Proprietary & Confidential 10 44 33 22 50 44 33 22 66 30 30 22 22 15 15 22 22 22 22 22 22 66 44 30 44 22 30 30 80 40 50 90 20 200 19 A Knowledge Company .MPH EGPIP04 Supply of Pipes.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) EGGEN03 Plot Plan ARCHITECTURE EGARC01 Main Production Hall Architecture EGARC02 Raw Material Store Architecture EGARC03 Finished Good Store Architecture EGARC04 Utility Buildings Architecture CIVIL EGCIV01 Main Production Hall Civil Design EGCIV02 Raw Material Store Civil Design EGCIV03 Finished Good Store Civil Design EGCIV04 Utility Building Civil Design EQUIPMENT EGEQP01 Main Production Hall Equipment Layout EGEQP02 Utility Building Equipment Layout EGEQP03 Main Production Hall Equipment Design EGEQP04 Utility Building Equipment Design EGEQP05 Raw Material Store Sleeper Design EGEQP06 Finished Good Store Rack Design EGEQP07 Supply of main production hall equipment EGEQP08 Supply of utility building equipment PIPING EGPIP01 Piping Layout .Main Production Hall EGPIP02 Piping Layout .Utility Building EGPIP03 Supply of Pipes. Fittings & Valves . Fittings & Valves .
Relationship Types • • • • Finish to start Finish to finish Start to start Start to finish Proprietary & Confidential 20 A Knowledge Company . You can also identify relationships between activities that are in different projects. Add relationships between activities to create a path through your schedule from the first activity to the last activity. These relationships.MPH CNMEC04 Piping Fabrication & Erection .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) CNMEC01 Main Production Hall Equipment Erection CNMEC02 Utility Building Equipment Erection PIPING CNMEC03 Piping Fabrication & Erection .UB ELECTRICAL CNELE01 Electrical Equipment & Cable Installation INSTRUMENTATION CNINS01 Instrument Equipment & Cable Installation COMMISSIONING CMCOM01 Receipt of raw material for commissioning CMCOM02 Pre-commissioning of MPH equipment CMCOM03 Pre-commissioning of UB equipment CMCOM04 MPH equipment trial run CMCOM05 UB equipment trial run CMCOM06 Final Commissioning RELATIONSHIPS 40 35 60 80 130 130 15 30 20 20 15 30 A relationship defines how an activity relates to the start or finish of another activity or assignment. this type of relationship is referred to as an external relationship. An activity can have as many relationships as necessary to model the work that must be done. are used together with activity durations to determine schedule dates. which form the logic of the project network.
Class Exercise: Activity EGGEN01 EGGEN02 EGGEN03 Successor CNGEN01 EGGEN02 EGGEN03 EGARC01 EGARC02 EGARC03 EGARC04 EGCIV01 EGEQP01 EGCIV02 EGCIV03 EGCIV04 EGEQP02 CNCIV01 EGEQP01 CNCIV02 EGEQP05 CNCIV03 EGEQP06 CNCIV04 EGEQP02 EGELE01 EGEQP03 EGELE01 EGEQP04 Relationship FS FS FS FS FS FS FS FS FS FS FS FS FS FS FF FS FF FS FF FS FS FF SS FF SS 21 EGARC01 EGARC02 EGARC03 EGARC04 EGCIV01 EGCIV02 EGCIV03 EGCIV04 EGEQP01 EGEQP02 Proprietary & Confidential Lag 0 0 -5 0 0 0 0 0 5 0 0 0 0 0 0 0 0 0 5 0 0 10 15 10 15 A Knowledge Company . 2) Activity details can be enabled from list of toolbars shown on top of the layout.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 1) Select an activity and select its successor from “Successor” tab in the activity detail form.
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) EGEQP03 EGEQP04 EGEQP05 EGEQP06 EGEQP07 EGEQP08 EGPIP01 EGPIP02 EGPIP03 EGPIP04 EGELE01 EGELE02 EGELE03 EGINS01 EGINS02 EGINS03 CNGEN01 CNCIV01 CNCIV02 CNCIV03 CNCIV04 CNMEC01 CNMEC02 CNMEC03 CNMEC04 CNMEC05 CNMEC06 CNELE01 CNINS01 CMCOM02 CMCOM03 CMCOM04 CMCOM05 CMCOM06 Proprietary & Confidential EGEQP07 EGPIP01 EGEQP08 EGPIP02 CNCIV02 CNMEC05 CNMEC01 CNMEC02 EGPIP03 EGPIP04 CNMEC03 CNMEC04 EGELE02 EGINS01 EGELE03 CNELE01 EGINS02 EGINS03 CNINS01 CNCIV01 CNCIV02 CNCIV03 CNCIV04 CNMEC01 CMCOM01 CNMEC05 CNMEC02 CNMEC03 CNMEC06 CNMEC04 CNMEC06 CNMEC06 CNMEC06 CNMEC06 CNELE01 CNINS01 CMCOM02 CMCOM03 CMCOM02 CMCOM03 CMCOM04 CMCOM05 CMCOM06 CMCOM06 CMCOM01 FS FS FS FS FF FS FS FS FS FS FS FS SS FF FS FS SS FS FS FS FS FS FS FS FS FS FS FF FF FF FF FF FF FS FF FF FS FS FS FS FS FS FS FS SF 22 0 0 0 0 20 0 0 0 0 0 0 0 30 0 -15 0 30 -15 0 0 0 0 0 -15 200 -10 -15 30 5 30 5 5 5 0 -5 -5 0 0 0 0 0 0 0 0 -5 A Knowledge Company .
and report activity information according to your organization's unique requirements. 1. Click on the “Modify” button to add Activity Codes in the “Activity Code Definition” window and close it after adding the Activity codes. you can create a Location code with values such as Chennai. such as Chennai. You can assign project activity codes and values to activities only in the project for which the codes were created.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) H. Mumbai. Select the Activity Code from the drop-down box and add the Code Values under each code. CREATING ACTIVITY CODES & VALUES Activity Codes and Values enable you to filter. Activity Code Values can be created up to 25 levels under each Activity Code. You can then associate activities with a specific location. You can assign global activity codes and values to activities in all projects. sort. Maximum character length for any Activity Code is 40. 2. 3. Proprietary & Confidential 23 A Knowledge Company . You can define two types of activity codes. if your organization has more than one location. For example. Global activity codes and Project activity codes. Each activity code can have an unlimited number of values. To create Activity codes activate Enterprise/Activity Codes menu. and Delhi. 1. group. Maximum character length for any Activity Code Value is 20 and Value Description is 100. Add the Activity Codes and their values as given in the table below.
In activity details click on Genera/Codes tab.V. Click on Assign and select the respective calendars/codes.01 Activity ID EGGEN01 EGGEN02 Calendar HO HO AREA COM COM 24 SITE CHE CHE RESPONSIBILITY AMS AMS A Knowledge Company Proprietary & Confidential .K.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Class Exercise: Activity Code Code Value COM FGS AREA MPH RMS UB AB AJ AMS RESPONSIBILITY JM PKS PVS SKM SITE CHE MUM Description Common Finished Good Store Main Production Hall Raw Material Store Utility Building Ambrish Bhatia Anthony Joseph A.Sharma P.01.M.01 PUII.Sundaram S. Class Exercise: WBS PUII.01.K. Given following is the list of calendars/activity code values to be assigned to the activities.Mishra Chennai Mumbai Assigning Calendars and Activity Codes 1) 2) 3) 4) To assign Calendars/Activity Code select the activity and enable activity details.Sundaram James Mathew P.
03 PUII.01.01.02 PUII.02 PUII.02.03 PUII.01.01.03.02.02 PUII.03 PUII.01 PUII.01.07 PUII.01 PUII.01 PUII.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) PUII.07 PUII.06 PUII.02 PUII.07 PUII.03 PUII.04 PUII.02.01.02 PUII.02 PUII.01.05 PUII.01 PUII.01.02.01.01.03 PUII.04 PUII.04 PUII.02.05 PUII.02.06 PUII.02 PUII.03 PUII.01.02.04 PUII.04 PUII.04 PUII.02 PUII.01.02.01.02.03 EGGEN03 EGARC01 EGARC02 EGARC03 EGARC04 EGCIV01 EGCIV02 EGCIV03 EGCIV04 EGEQP01 EGEQP02 EGEQP03 EGEQP04 EGEQP05 EGEQP06 EGEQP07 EGEQP08 EGPIP01 EGPIP02 EGPIP03 EGPIP04 EGELE01 EGELE02 EGELE03 EGINS01 EGINS02 EGINS03 CNGEN01 CNCIV01 CNCIV02 CNCIV03 CNCIV04 CNMEC01 CNMEC02 CNMEC03 CNMEC04 CNMEC05 CNMEC06 CNELE01 CNINS01 CMCOM01 CMCOM02 CMCOM03 HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO HO SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE SITE COM MPH RMS FGS UB MPH RMS FGS UB MPH UB MPH UB RMS FGS MPH UB MPH UB MPH UB COM COM COM COM COM COM COM MPH RMS FGS UB MPH UB MPH UB FGS COM COM COM COM MPH UB 25 CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE CHE MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM MUM AMS JM JM JM JM JM JM JM JM PVS PVS PVS PVS PVS PVS PVS PVS PVS PVS PVS PVS SKM SKM SKM SKM SKM SKM AJ AJ AJ AJ AJ PKS PKS PKS PKS PKS PKS SKM SKM AB AB AB A Knowledge Company Proprietary & Confidential .01.01.02.01.02.03.04 PUII.05 PUII.01.04 PUII.01.01.02 PUII.01.01.02.01.06 PUII.01.01.01.02 PUII.05 PUII.03 PUII.02.03.01.03.05 PUII.04 PUII.03 PUII.01.
each time you make a change that affect schedule dates. Proprietary & Confidential 26 A Knowledge Company . 2005. The Critical Path Method (CPM) scheduling technique is used to calculate project schedules. Primavera Enterprise (P3e) schedules the project on Critical Path Method and Critical Path for the project is displayed with red colored activity bars. 6) The difference between Late Finish and Early finish dates of an activity is termed as Total Float. 7) Activities with Zero Total Float are identified as critical activities and sequence of activities with Zero Total Float lead to Critical Path or Longest Path of the project. To check this date activate Projects from HOME page and click on Dates tab. 5) Primavera Enterprise calculates schedule early dates during forward pass calculation and schedule late dates are calculated during backward pass calculation.03 SCHEDULING CMCOM04 CMCOM05 CMCOM06 SITE SITE SITE MPH UB COM MUM MUM MUM AB AB AB Your project schedule can be calculated one of two ways: when you choose the Scheduling command or. CPM uses activity durations and relationships between activities to calculate the project schedule.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) PUII. 1) 2) 3) 4) To schedule the project activate Tools/ Schedule menu or strike F9 toggle key.03 PUII. The project finish date for PUII should be 9th June 2006. Schedule the project on Data Date: 10th Jan.03 PUII. Select the Data Date and click on Schedule command.
When calculating a schedule. which can violate the network logic.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) I. 3. Unlike the mandatory start constraint. Start On or After: A restriction you impose on an activity that limits the earliest time it can begin. When calculating a schedule. The early start date of an activity with a start on Proprietary & Confidential 27 A Knowledge Company . 2) In Activity Details enable Status / Constraints menu. This constraint affects only early dates. 1) To apply constraints activate Activity Details. the start on or after constraint is used in the forward pass only if the calculated early start date will be earlier than the imposed date. Constraint Types Start Constraints 1. 2. Sometimes activities must be accomplished according to specific dates rather than on dates determined by other activities in the project. this constraint protects it. assign primary and secondary constraints to activities. APPLYING CONSTRAINTS Network logic alone cannot reflect all project situations. This constraint may decrease total float. 3) Schedule the project through Schedule command. It only affects late dates. the start on or before constraint is used in the backward pass only if the calculated late start date will be later than the imposed date. Start On: A restriction you place on an activity by imposing a start date. To model dependence on specific dates. select the constraint and apply appropriate constraint date. Start On or Before: A restriction you impose on an activity that limits the latest date it can start. The start on constraint can delay an early start or accelerate a late start to satisfy the imposed date.
It is usually applied to activities that have few predecessors that must finish before the next phase of a project. The finish on or after constraint reduces float to coordinate parallel activities. A mandatory early start/finish date could affect the late dates for all activities that lead to the constrained activity and all early dates for the activities that lead from the constrained activity. 2. The finish on or before constraint affects only late dates. Use this constraint to ensure that the late finish date of an activity is not later than the date you impose. Mandatory Constraints Mandatory Start / Finish: A restriction you impose on an activity that sets its early and late start/finish dates equal to the date you specify.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) or after constraint cannot be earlier than the imposed date. This constraint sets the early dates as late as possible without affecting successor activities. The finish on constraint can delay an early finish or accelerate a late finish to satisfy the imposed date. 3. Late Constraint As Late As Possible: A restriction you impose on an activity or work unit with positive float that allows it to start as late as possible without delaying its successors. Finish Constraints 1. Note: When mandatory constraints are placed on calendar non-work time. the early and late dates are not set equal to each other. Proprietary & Confidential 28 A Knowledge Company . Finish On: A restriction you place on an activity by imposing a finish date. although the network logic may cause the early start to occur later. The early date is moved forward to the next valid work time and the late date is moved back (earlier) to the first valid work time. Finish On or After: A restriction you impose on an activity that limits the earliest time it can complete. ensuring that the finish of an activity is not scheduled before the specified date. The mandatory early start/finish date is used regardless of its effect on network logic. This can cause negative float in the schedule. Finish On or Before: A restriction you impose on an activity that limits the latest time it can be finished.
Specifying a public location enables resources to view the document through Timesheets. when you specify a public location. such as testing plans and blueprints. Proprietary & Confidential 29 A Knowledge Company . You can also use the Work Products and Documents feature to identify project deliverables. 4) Work Product Documents can be assigned to WBS and Activities only. depending on project requirements.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) J. Later. During a project's early planning stages. The Work Products and Documents feature enables you to maintain general information about project documents. The actual document files can be stored on a network file server. configuration management system. you can assign the same work product or document to one or more activities as your project's activity details develop. documents that will be delivered to the end user or customer at the end of the project. standards. CREATING WORK PRODUCTS & DOCUMENTS The Work Products and Documents feature enables you to catalog and track all project-related documents and deliverables. 2) Add a reference document. primary resources can launch the work product or document in its native application to make revisions as needed. 3) If file is linked in the public location it will be available to all the users. give an appropriate name. procedures. or it can be formally identified as a project standard. With the Project Management module. Also through Timesheets. such as revision date. location. and all types of project deliverables. you can assign work products and documents to activities and to work breakdown structure (WBS) elements. select REF DOC tab and assign the document to the WBS level. reference number and attach a file to this document. enable WBS detail form. design templates. worksheets. open WBS from HOME page. To assign WP document to the WBS. This includes guidelines. and author. You can specify a public or private location for the document files. A work product or document can also be activity output. however if file is linked in private location document won’t be available for Progress Reporter users. you can assign a work product or document to a WBS element. A work product or document can provide standards and guidelines for performing an activity's work. plans. or Web site. 1) Select WP’s & Documents from HOME page or Project / Work Products and Documents menu.
GROUPING AND FILTERING ACTIVITIES GROUPING Organize activities by grouping one or more data items. including phase. Group the Activities based on WBS and Activities Codes. Proprietary & Confidential 30 A Knowledge Company . dates. If you use both grouping and sorting to organize your layout. You can further organize your layout by using sorting to arrange the order of activities. You can further organize a hierarchical view of data by grouping and sorting activities. custom user field. total float. For example. 1) 2) 3) 4) To Organize the activities activate View /Group & Sort menu. cost accounts may contain several levels of codes. Sort the activities under each group by activating Sort menu.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) K. responsible person. Grouping data enables you to focus on activities that have something in common. OBS. Save the layout by activating View / Layouts / Save As. and WBS. Activities and Resources window. You can specify the number of levels to display in the layout when you group by a hierarchical code. some fields available for grouping may also have a hierarchy (or number of levels) associated with them. the items are grouped first and then sorted. and others. Grouping/Sorting can be done in Projects. In addition. including the EPS. department. Various hierarchies are available for viewing project data.
To show summaries for the each WBS element enable “Show Summaries” check box. the path for which is shown above. 4) Create a filter for Main Production Hall activities. Filters.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) FILTERING A filter temporarily limits the projects or activities that appear on screen. Use the filters supplied or create your own. Proprietary & Confidential A Knowledge Company 31 . 3) Group the activities of the project based on activity code “AREA” and save the layout. then choose View. To preview your changes. Apply one or more filters to the layout at any time. you can view active projects or activities scheduled to start during the next three weeks. Activities. 6) Create a filter for activities undergoing in Chennai. Steps to apply a filter: 1. Class Exercise: 1) Activate Group & Sort window from the menu and select WBS field in the “Group by” Column. 5) Create a filter for Utility Building activities. click Apply. Mark the checkbox next to the filter you want to apply. 2) Select the background color and font for the WBS levels and click OK to confirm the entries. Choose Project. For example. 2. Layout can be saved by clicking “Save As” command. 3. according to criteria you establish.
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) L. Proprietary & Confidential 32 A Knowledge Company . adding data columns. CUSTOMISING BARS & LAYOUTS Layouts can be customized by changing Bar colors. To customize the project layout following steps can be performed. formatting Time Scale and changing Top and Bottom half of Activities screen. activate View/Bars menu. 1) To customize the Activity Bars. activate View/Columns menu. 2) To change the columns in the activities view.
activate View / Show On Top / Activity Network menu.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 3) To format Time Scale in activity view. Proprietary & Confidential 33 A Knowledge Company . 4) To view PERT network. activate View / Timescale menu.
the primary resource also updates the activity's start date. and material resources. finish date. group resources to create an easily accessible pool from which you can draw when assigning resources to a project. The Project Management module also enables you to distinguish between labor. use a unit of measure you can specify. While resources can be time-based and generally extend across multiple activities and/or projects. unit prices. For each resource. and non-labor resources. the primary resource may also be responsible for reporting the material resource's units as well. You can create and assign resource calendars and define a resource's roles. such as consumable items. set availability limits. contact information. and a calendar to define its standard work time and non-work time. The Project Management module does not include expenses when leveling resources. then allocate resources to the activities that require them. Labor and non-labor resources are always time-based. To enable grouping and rollups of your resources across the organization. With the exception of material resources.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) M. Then. Primary Resources The Project Management module allows you to assign primary resources to activities. and time-varying prices. material. In addition. set up resource codes and assign code values. you can also assign a login name and password to the resource. An activity's primary resource is typically the resource who is responsible for coordinating an activity's work. if an activity has any material resources. Resources are generally reused between activities and/or projects. Define a master list of resources consisting of the resources necessary to complete the projects in your organization. all other resources are responsible for reporting their own hours for assigned activities. RESOURCES. If a resource uses Timesheets. expenses are one-time expenditures for non-reusable items required by activities. In the Project Management module. Resources are different than expenses. Using Timesheets. Proprietary & Confidential 34 A Knowledge Company . you can create a resource pool that reflects your organization's resource structure and supports the assignment of resources to activities. and expected end date. ROLES AND COSTS RESOURCES Resources include the personnel and equipment that perform work on activities across all projects.
Add the following resources under NEOTECH LIMITED resource pool.72 Rs. P3e supports 3 type of resource classifications.75 Proprietary & Confidential A Knowledge Company .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Adding Resources: 1) 2) 3) 4) 5) To create resource dictionary click on Resources from HOME page.72 Rs. To add the resource click on ADD option. Give Resource ID and in the detail tab select the resource classification.80 Rs.70 Rs.75 Rs.80 Rs.70 Rs. Create a resource pool for “NEOTECH LIMITED” by clicking ADD menu.70 Rs. namely Labor. 6) Click on Units & Prices tab and give the resource availability and the Price /Time. Class Exercise: Resource ID NLRP DSGENG Resource Name Neotech Limited Resource Design Engineers Unit of Measure 35 Resource Type Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Max Units/ Time Price/Unit NLD-201 NLD-202 NLD-203 NLD-204 NLD-205 NLD-206 NLD-207 NLD-208 NLD-209 NLD-210 NLD-211 FLDENG Parthiban Vijay Manas Milind Prashant Kenedy Domnic Srinivasan Joseph Kannan Prabhu Field Engineers 12/d 12/d 12/d 12/d 12/d 12/d 12/d 12/d 12/d 12/d 12/d Rs. Non-Labor and Material resource.80 Rs.75 Rs.
150 Rs. or carpenter.Erection Instrument Items . Proprietary & Confidential 36 A Knowledge Company .Supply Fittings .600 Rs.100 Rs.Supply Valve .1.60 Rs.000 Rs.55 Rs.55 Rs.Fabrication Piping .000 Rs.000 Rs.000 ROLES Roles are project personnel job titles or skills.Supply Piping .20.200 Rs. such as mechanical engineer. Roles can also be assigned to specific resources to further identify that resource's skills.Supply Instrument Items .000 Rs.95 Rs.250 Rs.1. They represent a type of resource with a certain level of proficiency rather than a specific individual. inspector.60 Rs. The set of roles you assign to an activity defines the activity's skill requirements.Supply Electrical Items .2.80.500 Rs.16.60 Rs.Supply MPH Equipment .56 Rs.000 Rs.000 Rs.58 Rs. a resource may have a role of a engineer and manager.Erection Equipment .28.30.Erection Electrical Items .500 Rs.114.95 Rs.100 Rs.300 Rs.Erection Meters Numbers Numbers Numbers Numbers Lump Sum Lump Sum Inch Dia Inch Meter Metric Ton Lump Sum Lump Sum Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Labor Nonlabor Nonlabor Nonlabor Material Material Material Material Material Material Material Material Material Material Material Material Material 14/d 14/d 14/d 14/d 14/d 14/d 14/d 14/d 14/d 14/d 16/d 16/d 12/d 12/d 8/d 8/d 0/d 0/d 0/d 0/d 0/d 0/d 0/d 0/d 0/d 0/d 0/d 0/d Rs.Supply UB Equipment .58 Rs. For example. You can establish an unlimited number of roles and organize them in a hierarchy for easier management and assignment.55 Rs.56 Rs. You can create a set of roles to assign to resources and activities in all projects in the enterprise.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) NLF-301 NLF-302 NLF-303 NLF-304 NLF-305 NLF-306 NLF-307 NLF-308 NLF-309 NLF-310 NLCM-401 NLCM-402 NLP-101 NLP-102 EQPT/MC CR2 CR1 SE-MATL PIPE FITT VALVE UBEQPT MPHEQPT INSITMS ELEITMS PIPFAB PIPERE EQPTERE INSITME ELEITME Shankar Madhavan Suresh Kartik Kumaran Selvam Rajesh Saravanan Senthil James Anthony Akbar Sakthivel Pratish Equipment / Machinery Crane 2 (15T Capacity) Crane 1 (50T Capacity) Supply / Erection Material Pipe .
Class Exercise: Role ID NLR NLR. then type a unique ID for the role.CE Proprietary & Confidential Role Name NEOTECH LIMITED ROLES Architect Civil Engineer 37 Resource ID NLD-201 to 203 NLD-204 to 206 NLF-301 to 303 A Knowledge Company . 5. Click Add. you can replace the roles with resources that fulfill the role skill levels. Proficient and Inexperienced. Type the role's name. Once you finalize your plans. Expert. Five proficiency levels can be assigned to roles: Master. Type a description of the role's responsibilities. Click the General tab. 4. 3.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) You can temporarily assign roles during the planning stages of the project to see how certain resources affect the schedule.A NLR. 2. Choose Enterprise. Roles. Roles can be assigned in the Resource Details window or from the Roles dialog box. Skilled. Adding a role:1.
Resource curves are not supported for expenses. Click the General.ME NLR.CME NLR. They are typically one-time expenditures for non-reusable items. actual cost. 2. and specify whether an expense accrues at the start or end of an activity or uniformly over its duration. 4. Adding expenses:1. and enter details for the expense. The Project Management module does not include expenses when leveling resources. Each expense has a budgeted cost. expenses are project-specific. indicate a unit of measure for expenses. Click Add. overhead. facilities. travel. 3. and training. Costs. Resources generally extend across multiple activities and/or multiple projects. Select the activity to which you want to assign the expense. Expenses. then click the Select button. Choose Project. You can categorize expenses. Examples of resources are personnel and equipment.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) NLR.EE NLR. and Description tabs. Examples of expenses include materials. Expenses are not the same as resources. Unlike resources. Proprietary & Confidential 38 A Knowledge Company . Activity. and estimated remaining cost.PE EXPENSES Commissioning Engineer Electrical Engineer Instrumentation Engineer Mechanical Engineer Procurement Engineer NLCM-401 & 402 NLD-207 NLF-304 & 305 NLD-208 NLF-306 & 307 NLD-209 to 211 NLF-308 to 310 NLP-101 & 102 Expenses are non-resource costs associated with a project and assigned to a project's activities.IE NLR.
Click the Cost Account ID column label to display the cost accounts hierarchy. You can specify a project's default cost account. Cost accounts are hierarchical. In the Cost Accounts list. Type the cost account's ID. 3. Type the cost account's name. Choose Enterprise. Creating a cost account hierarchy:1. Cost accounts enable one to track Activity Costs and Earned Value throughout the project lifecycle. and they enable you to track activity costs and earned value according to your organization's specific cost account codes. then click Add. This cost account is used for resource assignments to activities and project expenses in the open project.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) COST ACCOUNTS You can create cost accounts and associate them with activity resource assignments or expenses in a project. Proprietary & Confidential 39 A Knowledge Company . select a cost account immediately above and of the same hierarchy level as the cost account you want to add. Cost Accounts are established in a hierarchy available to all projects in the EPS. 2. Type a brief description of the cost account. An outline symbol in the Cost Account ID column label indicates a hierarchy display. 4. Cost Accounts.
then click Assign. 6. Select the activity that incurs the expense. 3. If this is the resource’s primary role. Assigning Resources. If this is the resource’s primary role. In the Resources tab. Proprietary & Confidential 40 A Knowledge Company . 6. then click the Close button. Adding expenses from the Activities window:1. 5. double-click the Proficiency column and select a skill level. Click Add Resource. Resources. Expenses & Cost Accounts to activities: Assigning resources to activities:1. 4. 4. mark the Primary Role checkbox. 5. Select the role you want to assign. Click the Resources tab. Roles. 3. Click the Assign button.1003 PUII. mark the Primary Role checkbox. then click the Resources tab. 5.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Class Exercise: Cost Account ID PUII PUII. Assign roles to resources from the Resources window:1. 2. 3. Display Activity Details. Activities. Choose Enterprise. then select the resource to which you want to assign a role. then click Assign. In the Roles tab. Select the activity to which you want to assign a resource.1006 PUII. Choose Project. 6. Click the Roles tab.1002 PUII.Cost Account Design Engineer Field Engineer Supply Erection Site Infrastructure Equipment & Machinery Miscellaneous Assigning Roles to Resources: Assign roles to resources from the Roles dialog box:1. 2. Choose Project. then click the Close button. then click the Close button.1007 Cost Account Name PUII . Click the Assign button. 2. Select the resource you want to assign. 2.1001 PUII.1005 PUII. then select the role you want to assign. double-click the Proficiency column and select a skill level. Choose Enterprise. Click the Assign button.1004 PUII. Select the resource to which you want to assign the selected role. Activities. 4.
To display the Expenses tab.1001 PUII. click the Layout Options bar and choose Bottom Layout Options.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 3.1001 PUII. Double-click in the Expense Category column. then select the expense’s accrual type. 6. Select the cost account you want to assign. 8. Double-click in the Cost Account column.1001 PUII. Display Activity Details. 7.1001 PUII. mark the Auto Compute Actuals checkbox. Type the name of the vendor business or organization to which the expense is payable.1001 PUII.1001 PUII.1001 PUII.1001 PUII. Type the price of each unit.1001 A Knowledge Company Manas Parthiban Vijay Vijay Milind Prashant Kenedy Kenedy Joseph Kannan Joseph Kannan Prabhu Prabhu . The module calculates and displays the expense's budgeted cost (budgeted units * price/unit) in the Budgeted Cost field. To enter actual expense costs already incurred by the activity.1001 PUII.1001 PUII.1001 PUII. and then click the Select button. Class Exercise: Resource & Cost Account Assignment Activity ID Resource Name Milind EGGEN02 Domnic Srinivasan Joseph EGARC04 EGARC01 EGARC02 EGARC03 EGCIV01 EGCIV02 EGCIV03 EGCIV04 EGEQP01 EGEQP02 EGEQP03 EGEQP04 EGEQP05 EGEQP06 Proprietary & Confidential Budgeted Units 48 32 32 40 400 352 198 132 352 264 176 528 240 240 176 176 120 120 41 Cost Account PUII. 9. then click OK. Type the number of budgeted units you expect the selected activity to use. 5. type the cost in the Actual Cost field. Select the category you want to assign. then click the Select button.1001 PUII. select Expenses. 10. Click Add.1001 PUII. To automatically calculate an expense's actual cost based on the activity's planned completion percentage. then type a name for the expense item. Double-click the Accrual Type column.1001 PUII. 11.1001 PUII. 4. In the Available Tabs section.1001 PUII. then click the Expenses tab.1001 PUII.
1003 PUII.Supply Shankar Madhavan Madhavan Suresh James James Crane 1 (50T Capacity) Equipment .Supply Srinivasan Srinivasan Sakthivel Instrument Items .1004 PUII.1001 PUII.1006 PUII.1003 PUII.1004 PUII.Erection Saravanan Crane 1 (50T Capacity) 176 10 176 6 176 176 176 32000 600 135 176 25000 420 95 528 352 240 1 352 176 240 1 640 320 400 720 160 1600 320 80 320 280 45 280 480 42 PUII.1003 PUII.1002 PUII.1001 PUII.1001 PUII.Supply Fittings .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) EGEQP07 EGEQP08 EGPIP01 EGPIP02 Pratish MPH Equipment .1002 PUII.1003 PUII.1002 PUII.1001 PUII.1001 PUII.1006 A Knowledge Company EGPIP03 EGPIP04 EGELE01 EGELE02 EGELE03 EGINS01 EGINS02 EGINS03 CNCIV01 CNCIV02 CNCIV03 CNCIV04 CNMEC05 CNMEC06 CNMEC01 CNMEC02 CNMEC03 Proprietary & Confidential Equipment .Supply Valve .1001 PUII.Supply Domnic Domnic Pratish Electrical Items .1002 PUII.Supply Fittings .1006 PUII.1001 PUII.1002 PUII.Supply Joseph Kannan Pratish Pipe .Erection Senthil Crane 2 (15T Capacity) .Supply Sakthivel UB Equipment .1002 PUII.1003 PUII.1003 PUII.Supply Sakthivel Pipe .1002 PUII.1003 PUII.1001 PUII.1003 PUII.1002 PUII.1001 PUII.Supply Valve .1001 PUII.1001 PUII.1001 PUII.1003 PUII.1003 PUII.
1002 PUII.4.10.00 Rs.00 Rs.1002 PUII.1007 PUII.Fabrication Piping .1002 PUII.1007 CMCOM06 Document CMCOM01 Transport Proprietary & Confidential 43 A Knowledge Company .000.1004 PUII.1002 PUII.1004 PUII.35.1002 PUII.500.1004 PUII.00 Rs.1006 PUII.1007 PUII.000.00 Rs.00 Accrual Type Uniform over Activity Uniform over Activity Uniform over Activity Uniform over Activity Uniform over Activity Cost Account PUII.1002 PUII.1002 PUII.Erection CNINS01 CMCOM01 CMCOM02 CMCOM03 CMCOM04 CMCOM05 CMCOM06 Selvam Rajesh Anthony Anthony Akbar Anthony Akbar Anthony Akbar 480 1200 33500 26300 920 640 640 1040 1040 1 1 1040 1040 120 240 160 160 120 240 240 PUII.1004 PUII.1002 PUII.1002 PUII.15.000.1002 PUII.1004 PUII.Erection Piping .Erection Instrument Items .000.1004 PUII.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Saravanan Piping .1005 PUII.Erection CNMEC04 Piping .1002 PUII.1002 Class Exercise: Expense Assignment Activity ID EGGEN03 EGGEN01 CNGEN01 Expense Item Plotter Consulting Site Office Expense Category Equipment Legal & Professional Facilities Testing & Reports Shipping / Transport Budgeted Cost Rs.1007 PUII.1002 PUII.30.Fabrication Senthil Crane 2 (15T Capacity) Kartik CNELE01 Kumaran Electrical Items .
The Accrual Type will continue to spread the expenses. You can also assign a resource curve in the Resources tab in the Activity Details." Resource curves are reflected in the Resource Usage Profile and Resource Usage Spreadsheet. You can assign a resource distribution curve to any resource or role assignment on activities with a duration type of Fixed Duration and Units/Time or Fixed Duration & Units. Resource units and costs are distributed evenly during an activity unless you specify nonlinear distribution using curves. Assign the appropriate curve to a resource or role assignment by selecting a curve in the Curve column in the Resource Assignments window. the new project setting that uses duration percent complete to calculate actuals should be marked. Resource lag is taken into consideration.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) RESOURCE CURVES Resource/cost distribution curves enable you to specify how you want resource units or costs spread over the duration of an activity. curves are ignored for the actuals and are spread using the timesheet data. In order to use curves to calculate the Actual Units/Cost and EV Units/Costs. The curve should begin on the "lagged start date. Proprietary & Confidential 44 A Knowledge Company . Activities with timesheet data continue to spread the remaining units using the curve. Notes: Resource curves do not support expenses. If timesheet data exists for the actuals.
2. Resource Assignments. VIEWING RESOURCE & COST PROFILE / SPREADSHEETS Resource Usage Profile/Spreadsheet: Use the Resource Usage Profile/Spreadsheet to analyze quantity or cost usage for resources or roles. Type a name for the new resource curve. then click Select. Curves are defined by 21 points (5% intervals from 0 to 100). Determine how many hours each resource is scheduled to work. 7. Display a "banana" curve to compare early and late dates. Customize. and include cumulative curves/units to represent accumulated units and costs over time. 4. Edit the curve value percentages to create a curve that indicates how your costs/units should distribute over time. Click Modify to define the curve's distribution. You can view a resource's or role's cost and quantity data for a specific project or for all projects across the enterprise (total allocation). click the Display Options bar. Use the Resource Usage Profile/Spreadsheets to:1. Assigning a curve to a resource or role assignment:You can assign a resource distribution curve to any resource or role assignment on activities with a duration type of Fixed Duration and Units/Time or Fixed Duration & Units. then choose Columns. Resource Curves. Click Add. then click Close. 1. 2. 2. 3. Choose Enterprise. Double-click in the Curve column and select the curve you want to assign to the resource/role assignment. 4. You can type up to 60 alphanumeric characters. Choose Project. Select an existing curve from which to copy the curve value percentages. Select the resource/role assignment to which you want to assign a resource curve. Proprietary & Confidential 45 A Knowledge Company . Identify overloaded resources. then click Select. 3. Select Curve from the General group and click to add the column to the Selected Options. Resource usage and costs are distributed evenly during an activity unless you specify nonlinear distribution using curves. To display the Curve column. 5. 6. Determine resource usage by late dates. Click Prorate to make the total of the distribution values equal to 100% while maintaining the shape you specified. Note: You can define an unlimited number of global resource curves. You must enter a resource curve name. Choose to display vertical bars to represent costs or units allocated to your resources for each time period.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Adding a resource curve:1. Track expenditures per time period. Click OK. 3. Define the Profile/Spreadsheet to specify whether you want to display cost or quantity information and set the timescale for displaying data values. 5.
You can also filter the top layout to display only those activities that correspond to the time period you select in the bottom layout.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 6. 2. Gantt Chart. 8. or resource or role filter/group name in the stacked histogram. or to include only the activities you select in the top layout. Note: • If you do not want the resource unit/cost values spread evenly. and expense costs and labor and non-labor units allocated to the activities in your project over time. 4. bar color. the left pane lists all the resource or role filter/group names in the hierarchy. 9. use resource curves to distribute those values nonlinearly. You can view the negative values in the profile details. Activity Usage Profile/Spreadsheet: Use the Activity Usage Profile/Spreadsheet to view cost or unit values for activities in the open project over time according to a timescale you specify. You can filter the Activity Usage Profile to include all activities displayed in the top layout. You can also display curves for charting cumulative costs or units over time. or the Activity Network. Display different colors or patterns on the histogram bars when showing the stacked histogram. Proprietary & Confidential 1. or share your Activity Usage Profile with someone else. non-labor. The Resource Usage Profile reflects the resource curves. Customize the bars and background. In the stacked histogram view. The right pane displays the values for the activities assigned to each resource or role in the histogram. You can also save a customized profile so that you can always access the same set of activity information or share the Resource Usage Profile with someone else. Activity Usage Spreadsheet. or averaging. The Activity Usage Profile/Spreadsheet displays resource allocations for all activities or for the activities you select in the Activity Table. you can customize the look of the profile by specifying display options. Save any of these changes so that you can always access the same set of activity information. • Bars and cumulative curves with negative values do not display in the profile. depending on your current view. The bottom layout window is divided into two panes. You can customize the Activity Usage Profile/Spreadsheet to: Specify the type of information you want to display. • When displaying units. The Resource Usage Profile is available only in the bottom layout of the Activities window. The left pane lists all the resources or roles stored in the hierarchy. bars do not display for summary rows if your selection contains mixed units of measure or a mixture of labor/non-labor and material type resources. The Activity Usage Profile/Spreadsheet can display labor. material. 10. Costs and units allocated to activities for each period in the timescale are represented as vertical bars. 46 A Knowledge Company . 5. for example. 7. Change the timescale. background line type. 3. Double-click in the profile area to view the profile details. In addition to customizing data.
Activity Usage Spreadsheet. Gantt Chart. Resource Units per day = Budgeted Quantity / Original Duration Proprietary & Confidential 47 A Knowledge Company . these filters also apply to the Activity Usage Profile. or the Activity Network.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Tip If you apply activity filters to the Activity Table.
you can select only one project. It provides a target against which one can track a project’s cost. you should make a copy of it. if more than one project is open. you can select multiple projects. Choose Project. Up to three baselines can be compared at once. Unlimited baselines can be created for each project. making it available again as a separate project in the project hierarchy. select the project in the Select Project dialog box. If you choose to convert another project. if you still want to have access to the original project. Choose to save a copy of the current project as a new baseline or convert another project into a baseline of the current project. Before updating a schedule for the first time create a baseline. 2. Once you convert a project to a baseline. select the projects for which you want to create a baseline.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) N. Creating a baseline:1. Click Add. Proprietary & Confidential 48 A Knowledge Company . Tip Before converting a project to a baseline. Baselines. a baseline will be created for all selected projects. then. Baseline projects do not exist as separate project to access. schedule and performance. then click OK. then click the Select button. If you want to convert another project to a baseline. CREATING BASELINE PLAN A Baseline is a complete copy of a project plan that you can compare to the current schedule to evaluate progress. Open the projects for which you want to create a baseline. it is no longer available in the project hierarchy. You can restore a baseline. 3. If you want to copy the current project as a new baseline.
• When you choose to convert another project to a baseline. Open the projects for which you want to assign a baseline. where x equals 1 for the first baseline you save for a project. the project you want to convert cannot be open or have baselines assigned to it.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Notes: • When you save a copy of the current project as a new baseline. the baseline title uses the project name and a suffix of -Bx. You can change the baseline name. The converted project's name is used as the baseline name. Assign Baselines then select the baseline which you want to assign. Assigning a baseline:1. You can assign Four baselines as a. Secondary Baseline d. 2. 2 for the second. Choose Project. Tertiary Baseline Proprietary & Confidential 49 A Knowledge Company . Primary Baseline c. and so on. Project Baseline b.
Commit Changes. 5) Schedule the project by giving the Data Date. 3) Activate Status tab from activity detail and give Start Date and Finish Date if activity is 100% complete. simply specify the data date or "as-of" date and allow the module to determine which activities have progressed and how much. Once you update a project. Proprietary & Confidential 50 A Knowledge Company . choose File. or use a combination of the two methods. which are not progressing as per plan. or if you only need to estimate progress. to save your changes and update the database immediately. activities are taking more or less time to complete than originally planned. calculate the remaining durations of activities that have started. the date up to which progress of project is recorded. • If your project is progressing exactly as planned. so that you can take appropriate corrective action. You can update progress for all activities and resources as a whole.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) O. 4) Give Start Date and Percentage completion if the activity is in progress. can be statused separately from Activity Details. Manually Applying Actual 1) Activities. • If your project is not progressing as planned-many activities are starting out-of-sequence. In this case. 2) Select the activity to be statused and activate activity details from Display options. Calculate your project as if it is progressing exactly as planned. Closing also automatically commits data changes. actual resource use is exceeding planned use update activities and resources individually. update activities and resources individually. combine the two updating methods. • Most projects contain some activities that progress as planned and some which do not. MONITORING THE CURRENT SCHEDULE Updating the schedule:Choose from several ways of updating your schedule. and set the remaining durations of activities that have completed to zero. then individually update those activities and resources that have deviated from the plan. This will help you forecast the effects of unforeseen circumstances.
1st April 2005 is the date on which progress of project has been collected and updated.00 Rs.00% 80% 63.2. schedule the project on 1st April 2005.00 Rs.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 6) Compare the current project schedule with the baseline project.00 After updating the project for the above status.8.00% 93.64% 90.91% 86.290.300. Class Exercise: Given following is the status of activities as of 1st April 2005.000. Proprietary & Confidential 51 A Knowledge Company .18% 100% 100.43. Activity ID EGGEN01 EGGEN02 EGGEN03 EGARC01 EGARC02 EGARC03 EGARC04 EGCIV02 EGCIV03 EGEQP06 CNGEN01 Actual Start 10-Jan-05 12-Jan-05 18-Jan-05 03-Feb-05 03-Feb-05 03-Feb-05 03-Feb-05 24-Mar-05 03-Mar-05 14-Mar-05 11-Jan-05 Actual Finish 10-Jan-05 27-Jan-05 02-Feb-05 23-Mar-05 02-Mar-05 17-Feb-05 % Complete 100% 100% 100.67% 100% Class Exercise: Given following are the actual man-hours spent on the above activities. Activity ID Resource Name Milind Domnic Srinivasan Joseph Parthiban Vijay Vijay Manas Prashant Kenedy Prabhu Actual Regular Units 48 32 32 40 320 180 120 280 171 173 100 Actual Overtime Units 8 8 8 8 24 18 30 43 0 0 0 EGGEN02 EGARC01 EGARC02 EGARC03 EGARC04 EGCIV02 EGCIV03 EGEQP06 Class Exercise: Given following are the expenses occurred till 1st April 2005 Activity ID EGGEN03 EGGEN01 CNGEN01 Expense Item Plotter Consulting Site Office Expense Category Equipment Legal & Professional Facilities Actual Cost Rs.
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) P. MPD. or 2002 installed on your computer to import an MPP. and MPT files enable you to share information with Microsoft Project. • P3 format enables you to share project information with Primavera Project Planner version 3. as well as to integrate with other third-party tools. 3) Resources. MDB. You must have Microsoft Project 98.x format. You can import and export information to and from this database using external files and then share this information with other Primavera Project Management modules. 2000. Exporting Projects from P3e: 1) To export projects activate File / Export menu. or MPT file. You can also use external files to archive your projects or create a backup of your database. 2) Projects can be exported into XER. 4) Users should ensure that the project to be exported should be open. Proprietary & Confidential 52 A Knowledge Company . You can export/import the following file formats: • Primavera's proprietary format (XER) supports all project information developed using the Primavera suite of project management tools. Expenses. MPX or TXT format. other project management tools (such as Microsoft Project). EXPORT / IMPORT All project data is stored in a central database. Time sheets and Roles can also be exported from P3e in either XER. MPD. and your organization's human resource and accounting systems. • MPX format enables you to share information with Microsoft Project.x. • MPP. MPX or P3 3. MDB.
MPX or P3 3. To Import XER.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Importing Projects in P3e: To import project activate File / Import menu. 5) Users should also specify the EPS node under which the project should be imported. MPX or P3 3.0 format.0 format. users should give the location of project files by browsing to appropriate directory. 6) Users can also choose the layout configuration to be used during the Import. Projects to be imported should be in XER. 1) 2) 3) 4) -----------------------------------X----------------------------------- Proprietary & Confidential 53 A Knowledge Company . resources and roles can be imported into P3e. Projects.
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