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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
Proprietary & Confidential
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
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EPS NAME NEOTECH LIMITED MANUFACTURING PLANT PROCESS PLANT
LEVEL 1 2 2
A Knowledge Company
Maximum character length for an OBS element is 100. Note: There can be only one “Root OBS” element. 1) To create OBS activate Enterprise/OBS menu.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) C. 2) To add an OBS element click on “Add” option in the OBS window. and the WBS of the particular level of hierarchy. ORGANISATIONAL BREAKDOWN STRUCTURE (OBS) Represents the management responsible at the EPS/Project/WBS. 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 . either by EPS node or by project. OBS can be created up to 25 levels. User access and privileges to the EPS/Project/WBS nodes are implemented through OBS.
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 .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 .PUII Engineering Manager Construction Manager Commissioning Manager GM .
under which the project is to be defined. 3) Give Project ID “PUII” and Project name “PARENTAL UNIT IN INDIA”.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) D. Proprietary & Confidential 8 A Knowledge Company . 2) Select “MANUFACTURING PLANT” as the EPS node. ADDING A PROJECT (Without Using Project Architect) To create project activate Enterprise / Projects and click the Add button or. 1) To create a project activate File / New menu.
Unlimited projects can be created under any EPS node.PUII” and click on FINISH option.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 4) Give start date of the project as 10th Jan 2005 5) Assign responsible OBS as “Project Manager . Proprietary & Confidential 9 A Knowledge Company . Maximum character length for any Project ID is 20 and for Project Name is 100.
Class Exercise: WBS Code PUII PUII. WBS once created can be viewed in Table. Chart View and Gantt Chat format. Create WBS Code and Description as given below.01. The project is the highest level while an individual activity is the lowest level. Maximum character length for any WBS Code is 20 and for WBS Name is 100. Each project in the EPS has its own WBS. CREATING WORK BREAKDOWN STRUCTURE (WBS) A WBS is a hierarchal arrangement of the products and services produced during and by a project. If the user needs to customize notebook topics. WBS can be created up to 50 levels.01.02 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. 1) 2) 3) 4) Activate WBS from HOME page or from Project / WBS menu. the same can be done by adding notebook topic from Admin / Admin Categories / Note Book Topics.01 PUII.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) E.
02.03.05 PUII.04 PUII.02 PUII.01 PUII. Given following is the list of OBS elements to be assigned to the WBS levels.01.02. 3) Assign the OBS element to the WBS level by clicking on “Responsible Manager” option.05 PUII.02.03 PUII.04 PUII.03 PUII. 2) Click on General tab in WBS detail form.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) PUII.02.03 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.07 PUII.01 PUII.02 PUII.01. Proprietary & Confidential 11 A Knowledge Company .01.01.06 PUII.01.02 PUII.02.02.02.03.
01.05 PUII.03.01 PUII.01 PUII.01.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Class Exercise: WBS Code PUII PUII.01.07 PUII.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 .01.02 PUII.03.02.02.04 PUII.02.03 PUII.02 PUII.02.02 PUII.02 PUII.02.06 PUII.04 PUII.02.05 PUII.01.02.03 PUII.01.01 PUII.01.01 PUII.
and resource vacation days. tracking. Then. You can also specify national holidays. These calendars define the available work hours in each calendar day. and Project. 8) Select the activity and assign the relevant activity calendar. The project calendar pool is a separate pool of calendars for each project. open activities view from HOME page. and resource leveling. 5) Click OK to confirm the entries. Calendar assignments are used for activity scheduling. CREATING GLOBAL & PROJECT CALENDARS You can create and assign calendars to each resource and each activity. Three calendar pools are defined: Global. Resource. if you make changes to a global calendar. 7) Activate activity detail form from the tool bars and click on General tab. 2) To create project specific calendars opt for Project. 3) Click on ADD and select one of the Global Calendars as the template for the new Project Calendar. your changes apply to all resource and project calendars that are linked to the modified global calendar. The global calendar pool contains calendars that apply to all projects. You can link resource and project calendars to global calendars. your organization's holidays. You can assign either resource or global calendars to resources.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) F. 6) To assign the calendar to the activities. and you can assign either global or project calendars to activities. 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. 4) Select the working days by clicking on WORKWEEK and identify the Work and non-work days. Proprietary & Confidential 13 A Knowledge Company . 1) To create project calendar activate Enterprise / Calendar menu. project-specific work/non-work days.
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 are used to specify which calendar applies to an activity. how to keep an activity's unit values. They are the lowest level of a work breakdown structure (WBS) and. which enables you to uniquely identify and describe the activity. and percent complete type. • Resources and Roles. Activity Types Proprietary & Confidential 15 A Knowledge Company . an activity's primary resource is typically responsible for managing and tracking the progress of an activity's steps. • Predecessor and successor relationships. Activity start and finish dates. and how to calculate an activity's percent complete. • Steps. • Work products and documents and deliverables. which are used to define relationships with other activities. Although you can divide activities into steps. whether an activity is a milestone. ADDING ACTIVITIES. RELATIONSHIPS AND SCHEDULING ACTIVITY Activities are the fundamental work elements of a project. • Notes and feedback. which divide the activity into smaller units. • WBS element and Activity codes. • Constraints on the activity's scheduled start and finish dates. duration type. which enable you to classify and categorize activities. which enable you to identify skill requirements for staffing the activity.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) G. • Activity type. while the project manager is typically responsible for managing and tracking the progress of the overall activity. are the smallest subdivision of a project that directly concerns the project manager. • Expenses. duration values. and resource units/time values synchronized. as such. which are used to communicate with the resources working on an activity. • Activity calendars. You can define the following information for an activity: • Activity ID and name.
2. Proprietary & Confidential 16 A Knowledge Company . You cannot assign constraints to WBS summary activities. regardless of the assigned resources’ availability. WBS Summary Use a WBS summary activity to summarize a WBS level. The activity’s resources are scheduled according to their individual resource calendar. 5. Zero duration activity and only has a finish date. 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. Finish Milestone Typically used to mark the end of a phase or to communicate project deliverables. You cannot assign resources/roles. expenses. work products. Cannot assign constraints. security guard. work products. The WBS summary activity duration is calculated based on its assigned calendar. Resource Dependent Typically used when multiple resources assigned to the same activity can work independently. meetings. Task Dependent Typically used when the work needs to be accomplished in a given time frame. Duration is determined by the availability of the resources assigned to work on the activity. Can assign constraints. Duration is determined by the assigned calendar’s workweek. NOTE: This is the default activity type in P3e/c. Cannot assign resources/roles. Can assign constraints. expenses.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 1. Start Milestone Typically used to mark the beginning of a phase or to communicate project deliverables. Clerical work. and documents. Duration is determined by its predecessor/ successor activities. 6. and project management tasks. and documents. 4. Level of Effort Typically used for ongoing tasks dependent on other activities. 3. The WBS summary activity comprises a group of activities that share a common WBS level. The activity’s resources are scheduled to work according to the activity calendar. Zero duration activity and only has a start date.
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Activity Steps Steps allow you to break activities into smaller units and track the completion of those units. Steps do not require duration estimates or dates. Proprietary & Confidential 17 A Knowledge Company . Establishes link between Actual resource units and Units %. When you mark the Activity Percent Complete Based on Activity Steps checkbox in the Calculations tab in the Projects window. Establishes link between Duration %. No link is established between Physical %. Unlimited number of steps per activity can be created and can be marked as completed. Remaining duration and Actual Resource units. and choose Physical as the activity's percent complete type in the General tab in the Activities window. Activity % Complete Type The way in which the percent complete for the selected activity is determined. Duration Type : The selected activity's Activity % Complete is tied to its Duration % Complete. activity percent complete is updated based on the weight you assign to each activity step. Remaining Duration and Actual resource units. Weighted steps enable you to track the progress of an activity based on the number of steps completed. Physical Type : The selected activity's Activity % Complete is tied to the Physical progress. Units Type : The selected activity's Activity % Complete is tied to its Units % Complete.
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”. Units Units Units/Time Units/Time When you change Units/Time. P3e/c changes…. P3e/c changes…. When you change Units.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Duration Type Setting which allows you to control how P3e synchronizes the Duration. Duration Units/Time Duration Units/Time When you change Duration. 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. Add activities to respective WBS level by clicking on ADD on Command Bar Button Text Given following are the lists of activities. Organize the layout based on WBS & SORT by Activity ID. P3e/c changes…. suffix and increment. 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 .
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 .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. Fittings & Valves .Main Production Hall EGPIP02 Piping Layout . Fittings & Valves .Utility Building EGPIP03 Supply of Pipes.
this type of relationship is referred to as an external relationship. are used together with activity durations to determine schedule dates. which form the logic of the project network. You can also identify relationships between activities that are in different projects.MPH CNMEC04 Piping Fabrication & Erection . An activity can have as many relationships as necessary to model the work that must be done. Relationship Types • • • • Finish to start Finish to finish Start to start Start to finish Proprietary & Confidential 20 A Knowledge Company . Add relationships between activities to create a path through your schedule from the first activity to the last activity.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) CNMEC01 Main Production Hall Equipment Erection CNMEC02 Utility Building Equipment Erection PIPING CNMEC03 Piping Fabrication & Erection . These relationships.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.
2) Activity details can be enabled from list of toolbars shown on top of the layout. 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 .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 .
CREATING ACTIVITY CODES & VALUES Activity Codes and Values enable you to filter. Mumbai. Add the Activity Codes and their values as given in the table below. Proprietary & Confidential 23 A Knowledge Company . To create Activity codes activate Enterprise/Activity Codes menu. You can then associate activities with a specific location. Select the Activity Code from the drop-down box and add the Code Values under each code. You can assign global activity codes and values to activities in all projects. Each activity code can have an unlimited number of values. You can assign project activity codes and values to activities only in the project for which the codes were created. 2. group.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) H. sort. you can create a Location code with values such as Chennai. Activity Code Values can be created up to 25 levels under each Activity Code. such as Chennai. For example. and report activity information according to your organization's unique requirements. if your organization has more than one location. and Delhi. You can define two types of activity codes. Maximum character length for any Activity Code is 40. 3. Click on the “Modify” button to add Activity Codes in the “Activity Code Definition” window and close it after adding the Activity codes. Global activity codes and Project activity codes. 1. 1. Maximum character length for any Activity Code Value is 20 and Value Description is 100.
Given following is the list of calendars/activity code values to be assigned to the activities.K.K.01 PUII. Click on Assign and select the respective calendars/codes.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.01 Activity ID EGGEN01 EGGEN02 Calendar HO HO AREA COM COM 24 SITE CHE CHE RESPONSIBILITY AMS AMS A Knowledge Company Proprietary & Confidential . Class Exercise: WBS PUII. In activity details click on Genera/Codes tab.V.01.Sharma P.M.Sundaram S.01.Sundaram James Mathew P.Mishra Chennai Mumbai Assigning Calendars and Activity Codes 1) 2) 3) 4) To assign Calendars/Activity Code select the activity and enable activity details.
01.01.05 PUII.04 PUII.01.01.05 PUII.02.02 PUII.06 PUII.01.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) PUII.04 PUII.02 PUII.01.03.04 PUII.03.01.05 PUII.01.06 PUII.02 PUII.07 PUII.01.05 PUII.03 PUII.01.02.04 PUII.03 PUII.02 PUII.02.03.01.03.02 PUII.02 PUII.01.02.01 PUII.04 PUII.02.03 PUII.03 PUII.02.05 PUII.04 PUII.02.01 PUII.04 PUII.03 PUII.01.01.01.01 PUII.01.03 PUII.01.01 PUII.02.07 PUII.06 PUII.01.02.02.03 PUII.01.01.02.07 PUII.01.01.03 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 .02.02 PUII.02 PUII.01.03 PUII.02 PUII.01.04 PUII.01.02 PUII.01.01.02.04 PUII.
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.03 PUII. Select the Data Date and click on Schedule command. Primavera Enterprise (P3e) schedules the project on Critical Path Method and Critical Path for the project is displayed with red colored activity bars. 5) Primavera Enterprise calculates schedule early dates during forward pass calculation and schedule late dates are calculated during backward pass calculation.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) PUII. Schedule the project on Data Date: 10th Jan. each time you make a change that affect schedule dates. 1) 2) 3) 4) To schedule the project activate Tools/ Schedule menu or strike F9 toggle key.03 PUII. CPM uses activity durations and relationships between activities to calculate the project schedule. 6) The difference between Late Finish and Early finish dates of an activity is termed as Total Float. The Critical Path Method (CPM) scheduling technique is used to calculate project schedules. To check this date activate Projects from HOME page and click on Dates tab.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. The project finish date for PUII should be 9th June 2006. 2005. Proprietary & Confidential 26 A Knowledge Company .
3) Schedule the project through Schedule command. 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 or After: A restriction you impose on an activity that limits the earliest time it can begin. 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. assign primary and secondary constraints to activities. It only affects late dates. 2) In Activity Details enable Status / Constraints menu. This constraint affects only early dates. The early start date of an activity with a start on Proprietary & Confidential 27 A Knowledge Company . This constraint may decrease total float. 3. Start On: A restriction you place on an activity by imposing a start date. When calculating a schedule. 1) To apply constraints activate Activity Details. which can violate the network logic. APPLYING CONSTRAINTS Network logic alone cannot reflect all project situations. Unlike the mandatory start constraint. The start on constraint can delay an early start or accelerate a late start to satisfy the imposed date. 2. Constraint Types Start Constraints 1. Start On or Before: A restriction you impose on an activity that limits the latest date it can start. Sometimes activities must be accomplished according to specific dates rather than on dates determined by other activities in the project. To model dependence on specific dates.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) I. this constraint protects it. When calculating a schedule. select the constraint and apply appropriate constraint date.
Finish Constraints 1. Finish On or After: A restriction you impose on an activity that limits the earliest time it can complete. The finish on or before constraint affects only late dates. This can cause negative float in the schedule. 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. This constraint sets the early dates as late as possible without affecting successor activities. 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. 2. ensuring that the finish of an activity is not scheduled before the specified date.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) or after constraint cannot be earlier than the imposed date. It is usually applied to activities that have few predecessors that must finish before the next phase of a project. 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. although the network logic may cause the early start to occur later. The finish on constraint can delay an early finish or accelerate a late finish to satisfy the imposed date. Use this constraint to ensure that the late finish date of an activity is not later than the date you impose. The mandatory early start/finish date is used regardless of its effect on network logic. Finish On or Before: A restriction you impose on an activity that limits the latest time it can be finished. 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. Note: When mandatory constraints are placed on calendar non-work time. Finish On: A restriction you place on an activity by imposing a finish date. Proprietary & Confidential 28 A Knowledge Company . the early and late dates are not set equal to each other. The finish on or after constraint reduces float to coordinate parallel activities.
give an appropriate name. such as testing plans and blueprints. Specifying a public location enables resources to view the document through Timesheets. You can specify a public or private location for the document files. A work product or document can provide standards and guidelines for performing an activity's work. The Work Products and Documents feature enables you to maintain general information about project documents. standards. such as revision date. you can assign the same work product or document to one or more activities as your project's activity details develop. and author. You can also use the Work Products and Documents feature to identify project deliverables.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) J. 3) If file is linked in the public location it will be available to all the users. select REF DOC tab and assign the document to the WBS level. however if file is linked in private location document won’t be available for Progress Reporter users. Also through Timesheets. With the Project Management module. A work product or document can also be activity output. when you specify a public location. To assign WP document to the WBS. depending on project requirements. plans. 1) Select WP’s & Documents from HOME page or Project / Work Products and Documents menu. Proprietary & Confidential 29 A Knowledge Company . location. primary resources can launch the work product or document in its native application to make revisions as needed. open WBS from HOME page. This includes guidelines. documents that will be delivered to the end user or customer at the end of the project. procedures. Later. enable WBS detail form. or Web site. The actual document files can be stored on a network file server. reference number and attach a file to this document. 2) Add a reference document. During a project's early planning stages. you can assign a work product or document to a WBS element. design templates. worksheets. and all types of project deliverables. 4) Work Product Documents can be assigned to WBS and Activities only. configuration management system. CREATING WORK PRODUCTS & DOCUMENTS The Work Products and Documents feature enables you to catalog and track all project-related documents and deliverables. you can assign work products and documents to activities and to work breakdown structure (WBS) elements. or it can be formally identified as a project standard.
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) K. Sort the activities under each group by activating Sort menu. cost accounts may contain several levels of codes. Grouping/Sorting can be done in Projects. You can further organize a hierarchical view of data by grouping and sorting activities. including phase. including the EPS. Activities and Resources window. 1) 2) 3) 4) To Organize the activities activate View /Group & Sort menu. For example. In addition. dates. and WBS. Various hierarchies are available for viewing project data. department. Grouping data enables you to focus on activities that have something in common. some fields available for grouping may also have a hierarchy (or number of levels) associated with them. GROUPING AND FILTERING ACTIVITIES GROUPING Organize activities by grouping one or more data items. and others. the items are grouped first and then sorted. Proprietary & Confidential 30 A Knowledge Company . Group the Activities based on WBS and Activities Codes. responsible person. Save the layout by activating View / Layouts / Save As. OBS. If you use both grouping and sorting to organize your layout. You can specify the number of levels to display in the layout when you group by a hierarchical code. custom user field. total float. You can further organize your layout by using sorting to arrange the order of activities.
Layout can be saved by clicking “Save As” command. 2. 3) Group the activities of the project based on activity code “AREA” and save the layout.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) FILTERING A filter temporarily limits the projects or activities that appear on screen. To show summaries for the each WBS element enable “Show Summaries” check box. 6) Create a filter for activities undergoing in Chennai. Choose Project. you can view active projects or activities scheduled to start during the next three weeks. For example. 3. 4) Create a filter for Main Production Hall activities. Steps to apply a filter: 1. Filters. the path for which is shown above. Activities. To preview your changes. according to criteria you establish. 5) Create a filter for Utility Building activities. Class Exercise: 1) Activate Group & Sort window from the menu and select WBS field in the “Group by” Column. 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. Use the filters supplied or create your own. then choose View. click Apply. Proprietary & Confidential A Knowledge Company 31 . Apply one or more filters to the layout at any time.
activate View/Bars menu. adding data columns. Proprietary & Confidential 32 A Knowledge Company .PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) L. To customize the project layout following steps can be performed. formatting Time Scale and changing Top and Bottom half of Activities screen. 2) To change the columns in the activities view. 1) To customize the Activity Bars. CUSTOMISING BARS & LAYOUTS Layouts can be customized by changing Bar colors. activate View/Columns menu.
Proprietary & Confidential 33 A Knowledge Company . 4) To view PERT network. activate View / Show On Top / Activity Network menu. activate View / Timescale menu.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 3) To format Time Scale in activity view.
set up resource codes and assign code values. the primary resource may also be responsible for reporting the material resource's units as well. With the exception of material resources. To enable grouping and rollups of your resources across the organization. and expected end date. material. the primary resource also updates the activity's start date. if an activity has any material resources. Primary Resources The Project Management module allows you to assign primary resources to activities. An activity's primary resource is typically the resource who is responsible for coordinating an activity's work. ROLES AND COSTS RESOURCES Resources include the personnel and equipment that perform work on activities across all projects. set availability limits. Resources are generally reused between activities and/or projects. Then. You can create and assign resource calendars and define a resource's roles. finish date. such as consumable items. In the Project Management module. use a unit of measure you can specify. then allocate resources to the activities that require them. unit prices. If a resource uses Timesheets. and time-varying prices. The Project Management module does not include expenses when leveling resources. While resources can be time-based and generally extend across multiple activities and/or projects. and a calendar to define its standard work time and non-work time.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) M. you can also assign a login name and password to the resource. For each resource. and material resources. Define a master list of resources consisting of the resources necessary to complete the projects in your organization. The Project Management module also enables you to distinguish between labor. you can create a resource pool that reflects your organization's resource structure and supports the assignment of resources to activities. Using Timesheets. all other resources are responsible for reporting their own hours for assigned activities. RESOURCES. Labor and non-labor resources are always time-based. expenses are one-time expenditures for non-reusable items required by activities. contact information. Proprietary & Confidential 34 A Knowledge Company . and non-labor resources. In addition. Resources are different than expenses. group resources to create an easily accessible pool from which you can draw when assigning resources to a project.
80 Rs. Give Resource ID and in the detail tab select the resource classification.75 Rs.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Adding Resources: 1) 2) 3) 4) 5) To create resource dictionary click on Resources from HOME page.75 Rs. To add the resource click on ADD option. 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.72 Rs. 6) Click on Units & Prices tab and give the resource availability and the Price /Time.75 Proprietary & Confidential A Knowledge Company .70 Rs. Non-Labor and Material resource.80 Rs.70 Rs.80 Rs. P3e supports 3 type of resource classifications.70 Rs. namely Labor. Add the following resources under NEOTECH LIMITED resource pool.72 Rs. Create a resource pool for “NEOTECH LIMITED” by clicking ADD menu.
1.500 Rs. For example.Supply MPH Equipment .114.300 Rs. They represent a type of resource with a certain level of proficiency rather than a specific individual. Proprietary & Confidential 36 A Knowledge Company . You can establish an unlimited number of roles and organize them in a hierarchy for easier management and assignment.16. such as mechanical engineer.000 Rs. Roles can also be assigned to specific resources to further identify that resource's skills.000 Rs.Erection Electrical Items .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.60 Rs.60 Rs.95 Rs.60 Rs. You can create a set of roles to assign to resources and activities in all projects in the enterprise.200 Rs. a resource may have a role of a engineer and manager.000 ROLES Roles are project personnel job titles or skills.56 Rs.58 Rs.28.100 Rs.000 Rs.Fabrication Piping .500 Rs.000 Rs.56 Rs.Erection Equipment .Supply UB Equipment .Supply Valve .55 Rs.100 Rs.55 Rs.Supply Electrical Items .95 Rs.000 Rs. The set of roles you assign to an activity defines the activity's skill requirements.600 Rs.58 Rs.Supply Instrument Items .55 Rs.Erection Instrument Items .30.1.000 Rs.80.Supply Piping . or carpenter.2.Supply Fittings .20.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 .250 Rs.150 Rs. inspector.
Type the role's name. Once you finalize your plans. you can replace the roles with resources that fulfill the role skill levels. Click Add.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.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 . Click the General tab. Skilled. 2. Class Exercise: Role ID NLR NLR. Choose Enterprise. 4. Type a description of the role's responsibilities. 3.A NLR. Adding a role:1. then type a unique ID for the role. 5. Five proficiency levels can be assigned to roles: Master. Proficient and Inexperienced. Roles can be assigned in the Resource Details window or from the Roles dialog box. Roles. Expert.
Unlike resources. Costs. Resource curves are not supported for expenses. Choose Project.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. and estimated remaining cost. Examples of expenses include materials. overhead. and enter details for the expense. Each expense has a budgeted cost.EE NLR. Resources generally extend across multiple activities and/or multiple projects. Adding expenses:1. expenses are project-specific. Click Add. and specify whether an expense accrues at the start or end of an activity or uniformly over its duration. You can categorize expenses. Proprietary & Confidential 38 A Knowledge Company . and training. and Description tabs. Examples of resources are personnel and equipment.ME NLR. Click the General. then click the Select button. 2. indicate a unit of measure for expenses.CME NLR. Select the activity to which you want to assign the expense. They are typically one-time expenditures for non-reusable items. facilities. Expenses. actual cost. Activity.IE NLR. travel. Expenses are not the same as resources. The Project Management module does not include expenses when leveling resources. 3.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) NLR. 4.
Choose Enterprise. You can specify a project's default cost account. Type the cost account's name. An outline symbol in the Cost Account ID column label indicates a hierarchy display. Creating a cost account hierarchy:1. Click the Cost Account ID column label to display the cost accounts hierarchy. Proprietary & Confidential 39 A Knowledge Company . Type the cost account's ID. Cost accounts enable one to track Activity Costs and Earned Value throughout the project lifecycle. Cost Accounts. select a cost account immediately above and of the same hierarchy level as the cost account you want to add. Cost accounts are hierarchical. Type a brief description of the cost account. 3. 2. 4. In the Cost Accounts list. then click Add.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. and they enable you to track activity costs and earned value according to your organization's specific cost account codes. This cost account is used for resource assignments to activities and project expenses in the open project. Cost Accounts are established in a hierarchy available to all projects in the EPS.
6. Click the Assign button. Click the Roles tab.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. Roles. Choose Enterprise. Select the activity that incurs the expense. mark the Primary Role checkbox. Adding expenses from the Activities window:1. 2.1002 PUII. 4. double-click the Proficiency column and select a skill level. In the Roles tab. Assign roles to resources from the Resources window:1. Display Activity Details. Click the Assign button. Select the resource you want to assign.1003 PUII. then click Assign. then select the resource to which you want to assign a role. Select the activity to which you want to assign a resource. 2. then click the Resources tab. In the Resources tab. If this is the resource’s primary role. 5. Assigning Resources. Proprietary & Confidential 40 A Knowledge Company . Click the Assign button. Choose Project.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Class Exercise: Cost Account ID PUII PUII.1001 PUII. If this is the resource’s primary role. mark the Primary Role checkbox. Choose Project.1004 PUII. 5. Select the resource to which you want to assign the selected role. 3. then click Assign. then click the Close button.1005 PUII. then click the Close button. then click the Close button. 6.1006 PUII. Select the role you want to assign. 2. 4.1007 Cost Account Name PUII . 5. then select the role you want to assign. 6. 4. 3. double-click the Proficiency column and select a skill level. 3. Choose Enterprise. Expenses & Cost Accounts to activities: Assigning resources to activities:1. Activities. 2. Activities. Resources. Click Add Resource. Click the Resources tab.
10. then click the Select button.1001 A Knowledge Company Manas Parthiban Vijay Vijay Milind Prashant Kenedy Kenedy Joseph Kannan Joseph Kannan Prabhu Prabhu . Double-click in the Expense Category column.1001 PUII. Type the name of the vendor business or organization to which the expense is payable. 5. Type the number of budgeted units you expect the selected activity to use.1001 PUII.1001 PUII. and then click the Select button.1001 PUII. Double-click in the Cost Account column.1001 PUII.1001 PUII. then select the expense’s accrual type. To display the Expenses tab.1001 PUII. Click Add. 7.1001 PUII. click the Layout Options bar and choose Bottom Layout Options. type the cost in the Actual Cost field. then type a name for the expense item.1001 PUII. In the Available Tabs section. The module calculates and displays the expense's budgeted cost (budgeted units * price/unit) in the Budgeted Cost field.1001 PUII.1001 PUII.1001 PUII. To automatically calculate an expense's actual cost based on the activity's planned completion percentage.1001 PUII.1001 PUII. 9. 4.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 3. Type the price of each unit. 8. then click OK. Double-click the Accrual Type column. 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.1001 PUII. 11.1001 PUII. 6.1001 PUII. Display Activity Details. then click the Expenses tab. Select the cost account you want to assign. Select the category you want to assign. To enter actual expense costs already incurred by the activity. select Expenses. mark the Auto Compute Actuals checkbox.
1001 PUII.Supply Sakthivel Pipe .Supply Domnic Domnic Pratish Electrical Items .1003 PUII.1003 PUII.1002 PUII.1006 PUII.Supply Joseph Kannan Pratish Pipe .1003 PUII.1001 PUII.1001 PUII.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) EGEQP07 EGEQP08 EGPIP01 EGPIP02 Pratish MPH Equipment .Erection Senthil Crane 2 (15T Capacity) .1001 PUII.1002 PUII.1002 PUII.1002 PUII.1001 PUII.Supply Fittings .1001 PUII.Supply Fittings .1004 PUII.1001 PUII.1003 PUII.1001 PUII.1006 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 Shankar Madhavan Madhavan Suresh James James Crane 1 (50T Capacity) Equipment .1002 PUII.1001 PUII.1003 PUII.1004 PUII.1003 PUII.1002 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.1001 PUII.Supply Valve .1002 PUII.Supply Sakthivel UB Equipment .Supply Valve .1003 PUII.1001 PUII.1003 PUII.1002 PUII.1003 PUII.1003 PUII.1001 PUII.Supply Srinivasan Srinivasan Sakthivel Instrument Items .
1007 PUII.00 Rs.4.Erection Instrument Items .1004 PUII.1002 PUII.00 Rs.30.1002 PUII.1002 PUII.1002 PUII.1002 PUII.000.1002 PUII.1002 PUII.Fabrication Senthil Crane 2 (15T Capacity) Kartik CNELE01 Kumaran Electrical Items .Erection CNMEC04 Piping .15.1007 PUII.Erection Piping .1006 PUII.00 Rs.10.1002 PUII.1007 CMCOM06 Document CMCOM01 Transport Proprietary & Confidential 43 A Knowledge Company .000.000.1002 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.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.00 Rs.1004 PUII.1002 PUII.1004 PUII.000.1002 PUII.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Saravanan Piping .500.1002 PUII.1002 PUII.1007 PUII.Fabrication Piping .35.1004 PUII.1004 PUII.1004 PUII.1005 PUII.00 Accrual Type Uniform over Activity Uniform over Activity Uniform over Activity Uniform over Activity Uniform over Activity Cost Account PUII.
In order to use curves to calculate the Actual Units/Cost and EV Units/Costs.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. The curve should begin on the "lagged start date." 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 lag is taken into consideration. the new project setting that uses duration percent complete to calculate actuals should be marked. curves are ignored for the actuals and are spread using the timesheet data. You can also assign a resource curve in the Resources tab in the Activity Details. Notes: Resource curves do not support expenses. Assign the appropriate curve to a resource or role assignment by selecting a curve in the Curve column in the Resource Assignments window. Proprietary & Confidential 44 A Knowledge Company . Activities with timesheet data continue to spread the remaining units using the curve. If timesheet data exists for the actuals. The Accrual Type will continue to spread the expenses. Resource units and costs are distributed evenly during an activity unless you specify nonlinear distribution using curves.
3. Choose Project. 5. Determine resource usage by late dates. Choose to display vertical bars to represent costs or units allocated to your resources for each time period. Type a name for the new resource curve. 1. 2. 7. 3. Customize. Click Prorate to make the total of the distribution values equal to 100% while maintaining the shape you specified. Click Modify to define the curve's distribution. Determine how many hours each resource is scheduled to work. then click Select. Double-click in the Curve column and select the curve you want to assign to the resource/role assignment. Click Add. then click Close. and include cumulative curves/units to represent accumulated units and costs over time. Track expenditures per time period. Note: You can define an unlimited number of global resource curves. Identify overloaded resources. Resource Curves. Edit the curve value percentages to create a curve that indicates how your costs/units should distribute over time. To display the Curve column. 4. Display a "banana" curve to compare early and late dates. 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). 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. Proprietary & Confidential 45 A Knowledge Company . then click Select. 5. Select an existing curve from which to copy the curve value percentages. 2.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Adding a resource curve:1. Use the Resource Usage Profile/Spreadsheets to:1. Resource Assignments. Curves are defined by 21 points (5% intervals from 0 to 100). Select Curve from the General group and click to add the column to the Selected Options. You must enter a resource curve name. 3. Select the resource/role assignment to which you want to assign a resource curve. 2. Define the Profile/Spreadsheet to specify whether you want to display cost or quantity information and set the timescale for displaying data values. You can type up to 60 alphanumeric characters. Resource usage and costs are distributed evenly during an activity unless you specify nonlinear distribution using curves. 4. Click OK. 6. click the Display Options bar. Choose Enterprise. 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. then choose Columns.
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) 6. and expense costs and labor and non-labor units allocated to the activities in your project over time. The Resource Usage Profile is available only in the bottom layout of the Activities window. bar color. The bottom layout window is divided into two panes. material. The Activity Usage Profile/Spreadsheet displays resource allocations for all activities or for the activities you select in the Activity Table. 46 A Knowledge Company . you can customize the look of the profile by specifying display options. Proprietary & Confidential 1. 9. or to include only the activities you select in the top layout. Customize the bars and background. • When displaying units. 4. 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. In the stacked histogram view. 10. or averaging. • Bars and cumulative curves with negative values do not display in the profile. Save any of these changes so that you can always access the same set of activity information. for example. 2. 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. Gantt Chart. depending on your current view. Change the timescale. the left pane lists all the resource or role filter/group names in the hierarchy. The Resource Usage Profile reflects the resource curves. or the Activity Network. use resource curves to distribute those values nonlinearly. You can customize the Activity Usage Profile/Spreadsheet to: Specify the type of information you want to display. You can also filter the top layout to display only those activities that correspond to the time period you select in the bottom layout. The Activity Usage Profile/Spreadsheet can display labor. The left pane lists all the resources or roles stored in the hierarchy. 5. In addition to customizing data. or share your Activity Usage Profile with someone else. Note: • If you do not want the resource unit/cost values spread evenly. You can filter the Activity Usage Profile to include all activities displayed in the top layout. 8. non-labor. 3. Double-click in the profile area to view the profile details. or resource or role filter/group name in the stacked histogram. The right pane displays the values for the activities assigned to each resource or role in the histogram. Display different colors or patterns on the histogram bars when showing the stacked histogram. background line type. Costs and units allocated to activities for each period in the timescale are represented as vertical bars. 7. 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. Activity Usage Spreadsheet. You can also display curves for charting cumulative costs or units over time. You can view the negative values in the profile details.
these filters also apply to the Activity Usage Profile. or the Activity Network. Gantt Chart. Resource Units per day = Budgeted Quantity / Original Duration Proprietary & Confidential 47 A Knowledge Company . Activity Usage Spreadsheet.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Tip If you apply activity filters to the Activity Table.
it is no longer available in the project hierarchy. Tip Before converting a project to a baseline. you should make a copy of it. select the projects for which you want to create a baseline. Proprietary & Confidential 48 A Knowledge Company . If you want to copy the current project as a new baseline. if more than one project is open. then. If you want to convert another project to a baseline. Once you convert a project to a baseline. 2. Up to three baselines can be compared at once. a baseline will be created for all selected projects. then click the Select button. Open the projects for which you want to create 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. It provides a target against which one can track a project’s cost. if you still want to have access to the original project. Creating a baseline:1. Baseline projects do not exist as separate project to access. you can select multiple projects. Before updating a schedule for the first time create a baseline. Choose to save a copy of the current project as a new baseline or convert another project into a baseline of the current project. then click OK.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) N. Baselines. Unlimited baselines can be created for each project. making it available again as a separate project in the project hierarchy. 3. You can restore a baseline. Choose Project. Click Add. schedule and performance. select the project in the Select Project dialog box. you can select only one project. If you choose to convert another project.
Open the projects for which you want to assign a baseline. Assigning a baseline:1. 2 for the second.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Notes: • When you save a copy of the current project as a new baseline. 2. You can change the baseline name. the project you want to convert cannot be open or have baselines assigned to it. Choose Project. Assign Baselines then select the baseline which you want to assign. The converted project's name is used as the baseline name. and so on. Project Baseline b. Tertiary Baseline Proprietary & Confidential 49 A Knowledge Company . Secondary Baseline d. Primary Baseline c. where x equals 1 for the first baseline you save for a project. the baseline title uses the project name and a suffix of -Bx. • When you choose to convert another project to a baseline. You can assign Four baselines as a.
or use a combination of the two methods. then individually update those activities and resources that have deviated from the plan. calculate the remaining durations of activities that have started. MONITORING THE CURRENT SCHEDULE Updating the schedule:Choose from several ways of updating your schedule. the date up to which progress of project is recorded. • If your project is progressing exactly as planned. 3) Activate Status tab from activity detail and give Start Date and Finish Date if activity is 100% complete. • Most projects contain some activities that progress as planned and some which do not. Calculate your project as if it is progressing exactly as planned. to save your changes and update the database immediately. so that you can take appropriate corrective action. actual resource use is exceeding planned use update activities and resources individually. choose File. activities are taking more or less time to complete than originally planned.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) O. 2) Select the activity to be statused and activate activity details from Display options. 5) Schedule the project by giving the Data Date. simply specify the data date or "as-of" date and allow the module to determine which activities have progressed and how much. and set the remaining durations of activities that have completed to zero. Once you update a project. • If your project is not progressing as planned-many activities are starting out-of-sequence. combine the two updating methods. which are not progressing as per plan. You can update progress for all activities and resources as a whole. 4) Give Start Date and Percentage completion if the activity is in progress. Closing also automatically commits data changes. or if you only need to estimate progress. update activities and resources individually. In this case. This will help you forecast the effects of unforeseen circumstances. Commit Changes. Manually Applying Actual 1) Activities. Proprietary & Confidential 50 A Knowledge Company . can be statused separately from Activity Details.
00 Rs.91% 86.18% 100% 100.300.00 Rs.64% 90.2.00% 93.8. Class Exercise: Given following is the status of activities as of 1st April 2005.43.290.67% 100% Class Exercise: Given following are the actual man-hours spent on the above activities.000. 1st April 2005 is the date on which progress of project has been collected and updated. 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) 6) Compare the current project schedule with the baseline project. 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% 100.00% 80% 63. Proprietary & Confidential 51 A Knowledge Company . schedule the project on 1st April 2005.00 After updating the project for the above status.
Exporting Projects from P3e: 1) To export projects activate File / Export menu. MPD. MPX or TXT format. MDB.x format. MPD. • MPX format enables you to share information with Microsoft Project. 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. 3) Resources. Proprietary & Confidential 52 A Knowledge Company . or MPT file. MPX or P3 3. 2) Projects can be exported into XER.x. 2000. Time sheets and Roles can also be exported from P3e in either XER. as well as to integrate with other third-party tools. Expenses. other project management tools (such as Microsoft Project). 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. • P3 format enables you to share project information with Primavera Project Planner version 3. 4) Users should ensure that the project to be exported should be open. and your organization's human resource and accounting systems.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) P. and MPT files enable you to share information with Microsoft Project. or 2002 installed on your computer to import an MPP. • MPP. MDB. You can also use external files to archive your projects or create a backup of your database. EXPORT / IMPORT All project data is stored in a central database. You must have Microsoft Project 98.
MPX or P3 3.PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c) Importing Projects in P3e: To import project activate File / Import menu.0 format. 1) 2) 3) 4) -----------------------------------X----------------------------------- Proprietary & Confidential 53 A Knowledge Company . resources and roles can be imported into P3e.0 format. 5) Users should also specify the EPS node under which the project should be imported. To Import XER. MPX or P3 3. 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. Projects.
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