p6v83web sample powerpoint presentation 6 slides per page

8/10/2019 P6V83Web Sample PowerPoint Presentation 6 Slides Per Page

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P6 Version 8.2 & 8.3 EPPM Web

Power Sample Point Slide Show

Copyright Eastwood Harris Pty Ltd 1

THIS SLIDE REQUIRES NEWPICTURE

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Welcome to the

Eastwood Harris Pty LtdPrimavera P6Version 8.3

EPPM Web Tool

2 day training courseEnterprise Portfolio Project

Management

Page 3

IMPORTANT POINTS FORINSTRUCTOR See notes below.

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Administration Evacuation

Facilities, timings and meals

Mobile phones & Emails

Introductions:

Your name,

The types of projects you are involved in,

Your experience in scheduling software and

What you seek from this course,

Course attendance sheet,

Course conduct.

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Course Objectives

This course objectives are to teach participants:

Introduction to the user interface,

How to create and plan projects without resourcesincluding creating the WBS, adding activities,relationships and constraints,

Formatting, filters, layouts and printing,

Assigning Baselines and updating an un-resourcedproject,

Adding and assigning Roles and Resources,

Updating a Resourced project,

Successful completion of the workshops is required tocomplete the course.

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Course AgendaDAY 1

1 - Introduction

2 - Creating a Project Plan

3 - Starting Up and Navigation

4 - Creating a New Project

5 - Defining Calendars

6 - Creating a Primavera Project WBS

7 - Adding Activities and Organizing Under the Wbs

8 - Formatting the Activity Window and Views

9 - Adding Relationships

10 - Activity Network View

11 Constraints

continued


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7

Course AgendaDAY 2

12 - Printing and Reports

13 - Scheduling Options and Setting a Baseline

14 - Updating an Unresourced Schedule

15 - Administer Menu

16 - Creating Roles and Resources

17 - Assigning Roles, Resources and Expenses

18 - Resource Optimization

19 - Updating a Resourced Schedule

20 - Other Methods of Organizing Project Data

21 Index.

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1 - INTRODUCTION

1.1 - Purpose

1.2 - Required Background Knowledge

1.3 - Purpose of Planning

1.4 - Project Planning Metrics

1.5 - Planning Cycle

1.6 - Levels of Planning

1.7 - Monitoring and Controlling a Project.

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1.1 Purpose of the course

Provide a method for planning, scheduling andcontrolling projects using Primavera,

Within an established Enterprise Project database ora blank database,

Up to an intermediate level.

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1.2 - Required BackgroundKnowledge The ability to use a personal computer and

understand the fundamentals of the operatingsystem,

Experience using application software such asMicrosoft Office and

An understanding of how projects are planned,scheduled and controlled, including understanding

the project management processes applicable toyour projects.

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1.3 - Purpose of Planning

The ultimate purpose of planning is to build a modelthat allows you to predict which activities andresources are critical to the timely completion of theproject,

Strategies may then be implemented to ensure thatthese activities and resources are managedproperly, thus ensuring that the project will be

delivered both On Time and Within Budget.

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Planning aims to: Identify the total scope and stakeholders

Plan to deliver the scope and understand the risks

Evaluate different project delivery methods

Identify the deliverables under a logical breakdown ofthe project, often called WBS or PBS

Identifying activities required to produce the deliverables

Identify and optimize the use of resources

Evaluate if target dates may be met

Identify risks and plan to minimize them

Provide a baseline plan

Assist in stakeholders communication

Assist management to think ahead and make informeddecisions.


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Page 79

3 - STARTING UP ANDNAVIGATION - SUMMARY3.1 - Special Note Regarding Web Based Project

Management Tools

3.2 - Logging In

3.3 - Primavera P6 Architecture

3.4 - P6 Web Functionality Areas and Interface

3.5 - Viewing Project Data

3.6 - Understanding the Projects Window

3.7 - Right-clicking with the Mouse

3.8 - Full Screen Mode Icon

3.10 Search Function

Continued

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3 - STARTING UP ANDNAVIGATION SUMMARY (cont)3.11 Accessing Help

3.12 Find and Replace

3.15 Closing Down

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3.16 - Workshop 1 - NavigatingAround the Windows To become familiar with Primavera you will open your

database and navigate around the windows,

Note: Your windows may look different from the oneused in this publication which uses a demonstrationdatabase provided by Oracle Primavera.

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4 - CREATING A NEW PROJECT

4.1 - Creating a Blank Project

4.2 - Copy an Existing Project

4.3 - Using the Project Templates Function,

4.4 - Importing a Project

4.5 - Saving Project Information on Changing Windows

4.6 - Deleting a Project

4.7 - Setting Up a New Project

4.8 - Saving Additional Project and EPS Information Notebook Topics

4.9 - Workshop 2 Creating Your Project.

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4.1 - Creating a Blank Project

There are several methods to create a new projectfrom the Projects, EPS page:

Adding a new project from the Actions menu, or

Copy an existing project and editing it, or

Using the Project Template feature, or

Import a project created from another Primaveradatabase or created with another software programsuch as P3, SureTrak or Microsoft Project, or AstaPowerproject.

continued

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Creating a Blank ProjectYou may create a new project at any point in time by:

Selecting the Projects, EPS, Actions, Add, AddProject... icon from the menu, or

Clicking on the Add Project... icon on the toolbar toopen the Add Project form.

Information Required:

A unique Project ID

Project Name

Optional Description

EPS Node

Responsible Manager (OBS)

Planned Start date

(Optional Must FinishBy date).


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Page 151

7.6 - Elapsed Durations

An Elapsed duration is a duration that runs 24x7,

A P6 activity may NOT be assigned an Elapsedduration as in Microsoft project,

A P6 activity should be scheduled on a 24hrs/day and7 days per week calendar to assign an elapsedduration.

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7.7 - Finding the Bars in the GanttChart At times you will find there are no bars displayed in

the Gantt Chart because the Timescale has scrolled

too far into the past or future,

Double-click in the Gantt Chart in line with an activity

and the Timescale will scroll to display the activitybar.

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7.8 - Activity Information Bottom Layout Tabs

General

Assignments (Resources inthe Client)

Expenses

Notebooks (Notebook in

the Client) Risks

Trace Logic

Steps

Feedback

Documents (WPs & Docs inthe Client)

Codes

Predecessors & Successors(Relationships as in Client)

Issues

The Bottom pane has a number of tabs where informationabout the highlighted activity may be viewed and edited:

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7.9 Discussion FeatureA new tab has been added to the Activities Window in P6Version 8.3, titled Discussion which enables:

Users to create a discussion thread for each act ivity,

Each entry is saved with the date of entry and username and the entire thread is recorded:

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7.10 - Assigning Calendars toActivities Activities often require a different calendar from the

default Project Calendar assigned in the ProjectInformation form,

Primavera enables each activity to be assigned aunique calendar, by displaying the Calendar column:

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7.11.1 - Assigning Activities to aWBS Node A new activity will inherit the WBS Node of a selected

existing activity when the project is organized byWBS Nodes and an activity is created,

You may cut and paste activities from one WBS Nodeto another, or

Change the activity WBS by:

Inserting the WBS column by clicking on the Columnsicon and selecting WBS from the Columns form underGeneral, then

Clicking in theWBS column ofan activity willopen the SelectWBS form:


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Page 223

12.4 - Enhanced Printing from theEPS and Activities Windows

Unlike olderversions of P6,

the Version R8.3allows the user toprint from eitherthe EPS or

Activities windowand print only theProject or ActivityTable excludingthe Gantt Chart;

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12.5 - Reports

Reports are run from the dashboard and are not partof this book:

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12.6 - Other Primavera ReportingOptions There are several other several other tools available

from Oracle that may be used generate Primaverareports,

These include P6 Analytics and BI Publisher whichare not covered in this course.

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12 - PRINTING AND REPORTS

12.1 - Printing the Gantt Chart

12.2 - Print Preview

12.3 - Page Setup

12.4 - Reports

12.5 Enhanced Printing from the EPS and ActivitiesWindows

12.6 - Other Primavera Reporting Options

12.7 - Workshop 10 Printing.

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12.7 - Workshop 12 - Printing

We want to issue a report for comment bymanagement and will set up our Headers andFooters.

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13 - SCHEDULING OPTIONS ANDSETTING A BASELINE

13.1 - Understanding Date Fields

13.2 - Scheduling Options General Tab

13.3 - Setting the Baseline

13.4 Additional Baseline Fields

13.5 - Workshop 11 WBS, LOEs and Setting theBaseline.


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15.9 - User Sessions

This allows the identification of all users who areusing the system.

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15.10 - Miscellaneous Defaults

There is no Default Project as in the WindowsClient,

Read the section in the Scheduling Options General Tab to understand these way multiple

opened projects calculate in the Web.

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15 - ADMINISTER MENU SUMMARY 15.1 - Administer Menu

15.2 - My Calendar

15.3 - My Preferences

15.4 - Administer Settings

15.5 - Enterprise Data

15.6 - Global Schedule Services

15.7 - User Access

15.8 - User Interface Views

15.9 - User Sessions

15.10 - Miscellaneous Defaults.

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16 - CREATING ROLES ANDRESOURCES 16.1 - Understanding Resources and Roles

16.2 - Creating Roles

16.3 - Creating Resources and the Resources Window

16.4 - Workshop 13 Adding Resources to theDatabase.

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16.1 - Understanding Resourcesand Roles Traditionally, planning and scheduling software

defines a Resource as something or someone that isrequired to complete the activity and sometimes haslimited availability. This includes people or groups ofpeople, materials, equipment and money,

Primavera a has a function titled Roles,

A Role is normally used at the planning stage of aproject and represents a skill or position. Later, andbefore the activity begins, a Role would be filled byassigning a specific individual who would be def ined

as a resource,

Roles may be assigned to both Resources andActivities.

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Understanding Resources andRoles Roles are able to show the gap between the available

supply of resources and planned supply (forwardload)


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Page 367

19.7 - Updating the Schedule

This takes place in two steps:

Firstly the Dates and Durations are updates in the sameway as an un-resources schedule, then

The Resources and Expenses Units and Costs areupdated,

It must be decided how this operation is completed as thereare many options.

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19.7.1 - Preferences, Defaults andOptions for Updating a Project

Most Primavera options are good, but there are some thatshould be changed. The options to be considered andchecked before updating a schedule:

% Complete Type

Activity Type

Link actual to date and actual this period units and cost

Duration Type

Resource Assignments options

Resources Cost Calculation options

Auto Compute Actuals

Calculate Costs from Units

Schedule Options

Steps

Earned value calculation.

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19.7.2 - Updating Dates andPercentage CompleteThe schedule should be first updated as outlined in theTracking Progress chapter,

In summary, this is completed by entering:

The Actual Start and Actual Finish dates of Completeactivities,

The Actual Start, % Complete and/or RemainingDuration of In-Progress activities,

Adjust Logic, Constraints and Durations of Un-startedactivities.

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19.8 - Updating ResourcesResource units and costs may be updated using one ofthe following methods:

Entering the data using the Assignments tab in theActivities Window, or

Entering the data using the right section of theGeneral tab in the Activities Window, or

Entering Progress Automatically from the timesheets,a process titled Applying Actuals, or

Importing from Excel. Actual dates and RemainingDurations may be imported but Suspend and Resumemay not,

The instructor will demonstrate this process using theAssignments tab and General tab in in the ActivitiesWindow.

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19.9- Updating Expenses

Expenses are updated in a similar way to resources inthe Activities Window, Expense tab, and aresimple to use.

Expenses will not be covered in detail, but here aresome notes in the book about Expenses that you mayfind useful.

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19.10 - Updating Using ProgressReporter Progress Reporter, also previously known as Team

Player, is the Primavera timesheet application,

There are some notes in the book about this functionbut is not covered in this course.


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Page 373

19 - UPDATING A RESOURCEDSCHEDULE - SUMMARY 19.1 - Understanding Planned Values and Baseline Projects 19.2 - Understanding the Current Data Date

19.3 - Information Required to Update a Resourced Schedule

19.4 - Project Preferences Defaults for Updating a ResourcedSchedule

19.5 - Activities Window Percent Complete Types

19.6 - Using Steps to Calculate Activity Percent Complete

19.7 - Updating the Schedule

19.8 - Updating Resources

19.9 - Updating Expenses

19.10 - Updating Using Progress Reporter

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19.11 - Workshop 16 Updating aResourced Schedule We now need to update the activities and resources

as of 09 Dec 13.

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20 - OTHER METHODS OFORGANIZING PROJECT DATA 20.1 - Understanding Project Breakdown Structures

20.2 - Activity Codes

20.3 - User Defined Fields

20.4 - Workshop 17 Activity Codes and UserDefined Fields (UDF)

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20.1 - Understanding ProjectBreakdown StructuresThe Work Breakdown Structure WBS function wasdiscussed earlier as a method of organizing projects andactivities under hierarchical structures.

There are alternative features available in Primavera forgrouping, sorting and fil tering activities, resources, andproject information:

Activity Codes

User Defined Fields (UDF)

WBS Categories not covered

Resource Codes not covered

Cost Accounts not covered.

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20.2 - Activity CodesActivity Codes may be used to Group, Sort, and Filteractivities from one or more open projects,

Activity Codes, such as Phases, Trades, orDisciplines, are often defined in the Activity CodesDefinition form,

Activity Code Values are defined in the in theAdminister, Enterprise Data, Activities, ActivityCodes tabs, such as:

Phases of Design, Procure, Install and Test,

Trades of Brickwork, Plumbing and Electrical, and

Disciplines of Concrete, Mechanical, Pipework,

Activity Codes are assigned from the ActivitiesWindow using the Codes tab in the lower pane ordisplaying the appropriate Activity Code column,

The instructor will demonstrate.Page 378


User Defined Fields are similar to Custom Data Itemsin P3 or Custom Fields in Microsoft Project andprovide the ability to assign additional information todatabase records,

They may be used for recording information aboutthe data field as an alternative to Activity Codes andother predefined Primavera fields,

The type of data that may be assigned to UserDefined Fields would be equipment number, ordernumber, variation or scope number; road, railway or

pipeline changes; address and additional costs data,

continued


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Page 379

User Defined Fields

Activity data may be filtered, grouped, and sortedusing these User Defined Fields in a similar way toActivity Codes,

Data may be imported into the fields and, unlikeActivity Codes, the data item does not have to existin the database before importing,

There are a number of predefined fields that may berenamed and new ones may be created.,

The instructor will demonstrate UDFs.

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20 - OTHER METHODS OFORGANIZING PROJECT DATA -SUMMARY 20.1 - Understanding Project Breakdown Structures

20.2 - Activity Codes


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20.4 - Workshop 17 Activity Codesand User Defined Fields (UDF) This workshop will look at creating an Activity Code

and some UDFs,

We will create an activity code to represent thedepartments responsibilities for the Project.

Page 382 TCC0205-TRG-TM-SP10\A2

Review Expectations

Any questions,

Complete Feedback Sheet,

Have we met your expectations?

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Database Cleanup at end ofcourse, if required:Please could you delete all:

User Filters

User Layouts

The resources created but NOT yourResource node

Your projects.

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Thank you for attending