Sample book with two chapters

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1 ORACLE PRIMAVERA P6 VERSIONS 8, 15 AND 16 EPPM WEB ADMINISTRATORS GUIDE BY PAUL EASTWOOD HARRIS Eastwood Harris Pty Ltd i

2 Copyright 2016 by Eastwood Harris Pty Ltd. No part of this publication may be reproduced or used in any form or by any method without the written permission of the author. Oracle and Primavera are registered trademarks of Oracle and/or its affiliates. Windows, Microsoft Office Project Standard 2016, Windows, Microsoft Office Project Standard 2013, Microsoft Office Project Professional 2013, Microsoft Office Project Standard 2010, Microsoft Office Project Professional 2010, Microsoft Office Project Standard 2007, Microsoft Office Project Professional 2007, Microsoft Project Standard 2003, Microsoft Project Professional 2003, Microsoft Project Standard 2002, Microsoft Project Professional 2002, Microsoft Project 2000, Microsoft Project 98 and Excel are registered trademarks of Microsoft Corporation. Asta Powerproject is a registered trademark of Asta Developments plc. Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated. All other company or product names may be trademarks of their respective owners. Screen captures reprinted with authorization from Oracle Corporation. This publication was created by Eastwood Harris Pty Ltd and is not a product of Oracle Corporation. DISCLAIMER The information contained in this publication is to the best of the author s knowledge true and correct. The author has made every effort to ensure accuracy of this publication, but may not be held responsible for any loss or damage arising from any information in this publication. Furthermore, Oracle Corporation reserves the right in their documentation to make changes to any products to improve reliability, function, or design. Thus, the application of Service Packs or the use of upgraded software may result in the software operating differently from the descriptions in this publication. AUTHOR AND PUBLISHER Paul E Harris Eastwood Harris Pty Ltd PO Box 4032 Doncaster Heights, 3109 Victoria, Australia harrispe@eh.com.au Web: Tel: +61 (0) Skype harrispe@eh.com.au Please send any comments on this publication to the author. ISBN ( ) B5 Paperback ISBN ( ) A4 Spiral ISBN ( X) ebook 9 August 2016 Eastwood Harris Pty Ltd ii

3 INTRODUCTION Oracle Primavera P6 Version 8, 15 and 16 EPPM Web Administrators Guide This publication has been written to explain the functions that an administrator must understand in order to set up and manage a Primavera P6 EPPM database. Please note there are no P6 Versions 9 to 14 as Oracle changed their naming convention with the release of Version 15.1, and now the name is the same as the year of the release. The author would appreciate any constructive comments on how this publication may be improved. Feedback may be submitted to the author at harrispe@eh.com.au. SUMMARY The publication may be used as: A training manual for a training course, or A self-teach book, or A reference manual. The screen shots for this publication are taken from Primavera Versions 8.2 to 16.1 EPPM Web Client. A training course may be run using this publication and it includes exercises for the students to complete at the end of each chapter. After the course, students may use this publication as a reference book. Instructors PowerPoint presentations are available from Eastwood Harris web sites. CUSTOMIZATION FOR TRAINING COURSES Training organizations or companies that wish to conduct their own training may have this publication tailored to suit their requirements. This may be achieved removing, reordering or adding content to the publication and by writing their own exercises. Please contact the author to discuss this service. AUTHOR S COMMENT As a project controls consultant I have used a number of planning and scheduling software packages for the management of a range of project types and sizes. The first publications I published were user guides/training manuals for Primavera SureTrak, P3 and Microsoft Project users. These were well received by professional project managers and schedulers, so I decided to turn my attention to Primavera Enterprise / Primavera P6 after a request from Primavera Systems Inc. to write a book. This publication follows the same proven layout of my previous publications. I trust this publication will assist you in understanding how to use Primavera P6 on your projects. APPRECIATION I would like thank Jan Hanak and Thomas Grant for their assistance in the preparation of this book. Eastwood Harris Pty Ltd iii

4 CURRENT BOOKS PUBLISHED BY EASTWOOD HARRIS Planning and Control Using Microsoft Project 2013 and Tricks and Traps for Microsoft Project 2013 and 2016 Planning and Control Using Microsoft Project 2013 or 2016 and PMBOK Guide Fifth Edition Planning and Control Using Oracle Primavera P6 Versions 8, 15 and 16 EPPM Web Planning and Control Using Oracle Primavera P6 Versions 8, 15 and 16 PPM Professional Oracle Primavera P6 Version 8, 15 and 16 EPPM Web Administrators Guide Planificación y Control Usando Oracle Primavera P6 Versiones 8.1 a 15.1 PPM Profesional 规划和控制 Oracle Primavera P6 应用版本 PPM 专业版 SUPERSEDED BOOKS BY THE AUTHOR Planning and Scheduling Using Microsoft Project 2000 Planning and Scheduling Using Microsoft Project 2002 Planning and Scheduling Using Microsoft Project 2003 Planning and Scheduling Using Microsoft Office Project 2007 Planning and Scheduling Using Microsoft Office Project Including Microsoft Project 2000 to Revised 2009 Planning and Control Using Microsoft Project and PMBOK Guide Fourth Edition Planning and Control Using Microsoft Project 2010 and PMBOK Guide Fourth Edition Planning and Scheduling Using Microsoft Project Updated 2013 Including Revised Workshops Planning and Control Using Microsoft Project 2010 & PMBOK Guide Fifth Edition 99 Tricks and Traps for Microsoft Office Project - Including Microsoft Project 2000 to 2007 PRINCE2 TM Planning and Control Using Microsoft Project Planning and Control Using Microsoft Project and PMBOK Guide Third Edition Project Planning and Scheduling Using Primavera Enterprise Team Play Version 3.5 Project Planning and Scheduling Using Primavera Enterprise P3e & P3e/c Version 3.5 Project Planning and Scheduling Using Primavera Version 4.1 for IT Project Project Planning and Scheduling Using Primavera Version 4.1 or E&C Planning and Scheduling Using Primavera Version 5.0 For IT Project Office Planning and Scheduling Using Primavera Version 5.0 For Engineering & Construction Project Planning & Control Using Primavera P6 Updated for Version 6.2 Project Planning and Scheduling Using Primavera Contractor Version Including Versions 4.1, 5.0 and 6.1 Planning Using Primavera Project Planner P3 Version 2.0 Planning Using Primavera Project Planner P3 Version 3.0 Planning Using Primavera Project Planner P3 Version 3.1 Project Planning Using SureTrak for Windows Version 2.0 Planning Using Primavera SureTrak Project Manager Version 3.0 Planning Using Primavera Project Planner P3 Version Revised 2006 Planning Using Primavera SureTrak Project Manager Version Revised 2006 Planning and Control Using Oracle Primavera P6 - Version 8.1 Professional Client & Optional Client Planning & Control Using Primavera P6 TM For all industries including Versions 4 to 7 Planning and Control Using Oracle Primavera P6 - Versions 8.2 EPPM Web Planning and Control Using Oracle Primavera P6 - Versions 8.2 & 8.3 EPPM Web Planning and Control Using Oracle Primavera P6 - Version 8.1 & 8.2 Professional Client & Optional Client Planning and Control Using Oracle Primavera P6 - Version 8.1, 8.2 & 8.3 Professional Client & Optional Client Project Planning and Control Using Oracle Primavera P6 - Versions 8.1, 8.2 & 8.3 Professional Client & Optional Client Planificación y Control de Proyectos Usando Oracle Primavera P6 - Versiones 8.1, 8.2 y 8.3 Cliente Profesional y Opcional 项目规划和控制 ORACLE PRIMAVERA P6 应用 - 版本 8.1, 8.2 & 8.3 专业 & 可选客户端 Project Planning and Control Using Oracle Primavera P6 - Versions 8.1 to 8.4 Professional Client & Optional Client Planning and Control Using Oracle Primavera P6 - Versions 8.2 to 8.4 EPPM Web Planificación y Control de Proyectos Usando Oracle Primavera P6 Versiones 8.1 a 8.4 Cliente Profesional & Cliente Opcional 规划和控制 ORACLE PRIMAVERA P6 应用版本 专业 & 可选客户端 Planning and Control Using Oracle Primavera P6 - Versions 8.2 to 15.1 EPPM Web Planning and Control Using Oracle Primavera P6 Versions 8.1 to 15.1 PPM Professional Project Planning & Control Using Primavera P6 Version 7 - For all industries including Versions 4 to 7 Updated 2012 Planning and Control Using Microsoft Project 2013 Planning and Control Using Microsoft Project 2013 & PMBOK Guide Fifth Edition - No Subtitle Planning and Control Using Oracle Primavera P6 - Versions 8.2 & 8.3 EPPM Web 99 Tricks and Traps for Microsoft Project 2013 Eastwood Harris Pty Ltd iv

5 1 INTRODUCTION Readers/Student Prerequisites Objectives Understanding Enterprise Portfolio Project Management Understanding System Implementation and Administration Implementing Web Based Project Management Tools Additional Reading Material 3 2 REVIEW OF THE P6 WEB INTERFACE Background on P6 Development P6 Modules Database Options Tools Database Strategy Integration Options Key Data Structures EPS Enterprise Project Structure P6 Projects Project Codes & UDFs P6 Project Templates Calendars WBS - Work Breakdown Structure Activities Project Baselines Roles & Resources Resources Roles Resource Codes Resource Teams and Role Teams Administer Menu My Calendar My Preferences (User Preferences in the Web Client - EPPM) Application Settings Enterprise data Global Scheduled Services User Access User Interface Views User Sessions Security Users OBS - Organizational Breakdown Structure Security Profiles Other Functions Currencies Locations Risks Issues Collaboration through Document Reviews Import/Export 19 Eastwood Harris Pty Ltd V

6 3 STARTING UP AND NAVIGATION Implementing Web Based Project Management Tools New Interface Features in Primavera P6 EPPM Increased Functionality in Activities Page Standard View Logging In Primavera P6 Architecture Databases Web Tools Windows Client Server Tool Other Tools P6 Web Functionality Areas and Interface Understanding a Project Portfolio Dashboards Tab Portfolios Tab Projects Tab Resources Tab Administer Tab Administer Menu, My Preferences Navigating Around P6 Web Bottom Pane Tabs Classic View Bottom Pane Tabs Standard View Saving Data Viewing Project Data Projects Tab Projects, EPS Tab Projects Tab Menu and Activities Tab Opening a Project Viewing the OBS My Preferences Date and Time Display Understanding the Projects Window Activities Window Activities Window Menu Activity Toolbars Viewing the Hierarchy for Activity, Project, and Resource Codes Workspace Team Usage Issues Risks Documents Right-clicking with the Mouse Full Screen Mode Icon Multiple Browser Windows and Tabs Search Function Accessing Help Find and Replace Option Global Search and Replace Closing a Project Popup Windows Closing Down Workshop 1 Introduction to the P6 Interface 51 Eastwood Harris Pty Ltd VI

7 4 PLANNING IMPLEMENTATION Defining Operational Requirements Defining and Documenting Roles and Responsibilities for Operations Defining Master Data Enterprise Project Structure (EPS) Project IDs and EPS IDs Creating a Project Project Codes Calendars Database Default Calendar WBS and WBS Standardization WBS Categories Activity Codes User Definable Fields - UDF How to use Roles and Resources Resources Roles Resource Teams & Role Teams Resource Codes Expenses Advantages and Disadvantages of Roles, Resources and Expenses Currencies Financial Periods Risks Issues Documents Define Security & Access Additional/Add-on Software Reporting Procedures & Operational Support Workshop 2 Planning P6 Implementation 71 5 KEY MASTER DATA CONFIGURATION EPS & WBS Introduction to Master Data EPS - Enterprise Project Structure Classic View Viewing only the EPS Nodes Adding New EPS Nodes Reordering and Moving EPS Nodes Deleting an EPS Node EPS - Enterprise Project Structure Standard View Viewing only the EPS Nodes Adding New EPS Nodes Reordering and Moving EPS Nodes Deleting an EPS Node Projects Creating a Project Creating a Blank Project or Copying a Project Copy an Existing Project or EPS Node Creating a New Project from a Template Creating a New Template Deleting a Project Primavera Project WBS Viewing and Navigating the WBS 82 Eastwood Harris Pty Ltd VII

8 5.5.2 Creating and Deleting a WBS Node - Classic View Creating and Deleting a WBS Node - Standard View WBS Node Separator Activity Window Work Breakdown Structure Lower Pane Details Workshop 3 EPS 87 6 CALENDARS P6 Calendar Types Database Default Calendar Accessing Global, Resource and Project Calendars The Project Default Project Calendar Understanding the Project Default Project Calendar Assigning a Default Project Calendar Creating Calendars Creating a New Global Calendar Creating a New Project Calendar Shared Calendar Creating a New Shared Calendar Creating New Personal Calendar Personal and Shared Calendars Calculation and Display Calendar Calculations Administer, My Calendar Promote, Copy, Rename and Delete a Calendar Promoting a Project Calendar to a Global Calendar Copy a Calendar from One Project to Another Renaming a Calendar Deleting a Calendar Base Calendars Understanding Base Calendars Remove a Base Calendar from a Calendar Adjusting Calendar Working Hours Editing Selected Days Working Hours Viewing the Calendar Working Hours Calculation of Activity Durations in Days, Weeks or Months Individually for each Calendar RECOMMENDED Globally for All Calendars NOT RECOMMENDED Calendars and Activity Types Calendars for Calculating Project, WBS and Other Summary Durations Tips for Mixed Calendar Schedules Workshop 4 Calendars ROLES AND RESOURCES Creating Roles Description Tab Resources Tab Prices Tab Limits Tab Role Teams Tab Creating Resources and the Resources Window Resources General Tab Resource Team Tab Resources Roles Tab Resources Codes Tab Resources Units and Prices Tab 120 Eastwood Harris Pty Ltd VIII

9 7.2.6 Resources Settings Tab Role & Resource Teams Workshop 5 Roles and Resources CONFIGURING APPLICATION SETTINGS AND ENTERPRISE DATA Administer Menu Application Settings Audit Data Limits Earned Value General ID Lengths Gateway Reports Services Timesheets Time Periods Enterprise Data Currencies Financial Periods Global Calendars Locations Overhead Codes Timesheet Periods Baseline Types Funding Sources Notebook Topics Project Calendars Project Codes Project User Defined Fields - UDFs WBS Categories WBS User Definable Fields - UDFs Activity Codes (Global, EPS & Project) Activity User Definable Fields - UDFs Cost Accounts Expense Categories Expense User Definable Fields - UDFs Step Templates Step User Definable Fields - UDFs Assignment User Definable Fields - UDFs Rate Types Resource Calendars Resource Codes Resource Curves Resource User Definable Fields - UDFs Units of Measure Risks Risk Categories Risk Scoring Matrices Risk Thresholds Risk User Definable Fields - UDFs Issues Issue Codes 144 Eastwood Harris Pty Ltd IX

10 Issue User Definable Fields - UDFs Documents Document Categories Document Statuses Document User Definable Fields - UDFs Miscellaneous Defaults Default Project in the Professional Version of P Default Project in the Web Tool Things to Avoid When Setting Up Master Data Workshop 6 Configuring Administer Settings SECURITY & ACCESS CONFIGURATION Introduction to User Access Users OBS Global Security Profiles Project Security Profiles User Interface Views Understanding User Interface Views Create, Edit or Delete a User Interface View Assigning a User Interface View to a User Copy User Views when Copying a User User Sessions Workshop 7 Create a New User USER CONFIGURED ITEMS New Activity Defaults Setting New Activity Defaults Duration Type Percent Complete Type Activity Types and Milestones Cost Account Calendar Price/Unit Auto-numbering Defaults My Preferences Global, General Tab Global, General, Time Units Format Tab Global, Resources Tab, Resource Staffing Global, Resources Tab, Resource Assignments Global, Project Score Tab Global, Performance Threshold Tab Global, Currency Tab Global, Date Format Tab Global, Issues Tab View Tab Setting a Default Start Page Password Tab My Calendar OPERATIONAL SUPPORT Baselines Collecting Actuals Updating Projects 178 Eastwood Harris Pty Ltd X

11 11.4 Progress Reporter Publishing Projects Controlling User Defined Data User Preferences Planned Dates and Budgets Managing Filters Managing Views REPORTING Project Portfolio a Group of Projects Understanding a Project Portfolio Creating, Editing and Deleting a Project Portfolio Thresholds Understanding Thresholds Defining Thresholds Editing Thresholds Scenarios Understanding Scenarios Creating, Editing and Deleting Scenarios Waterline Understanding Waterlines Setting a Waterline in Portfolios, Portfolio Analysis, Scorecard View Setting a Waterline in Portfolios, Capacity Planning View Dashboards Understanding Dashboards Creating, Deleting and Editing Dashboards Portfolios Understanding Portfolios Functional Areas of Portfolios Portfolio Analysis Configuring Portfolio Analysis Bubble Chart Histogram Pie Chart Scorecard Side-by-side Histogram Stacked Histogram Capacity Planning Roles Only Performance Status Gantt Chart ROI Details Views - Projects and Activities BI Publisher Understanding BI Publisher Running Reports Scheduling Reports Reporting Using the Windows Client Windows Client Layouts Reports Running Reports Editing Reports Publish to a Web Site 214 Eastwood Harris Pty Ltd XI

12 12.16 Visualizer Understanding Visualizer Starting Visualizer Create a New TSLD Time Scaled Logic Diagram Create a New Gantt Diagram Open an Existing TSLD or Gantt Chart Manage Layouts Claim Digger Schedule Comparison in Visualizer DATA IMPORT AND EXPORT TOOLS Importing and Exporting Project Data with P6 Web Understanding XML File Types handled by the P6 Web Tool Excel Data Import and Export with P6 Web XML Data Import and Export with P6 Web Importing and Exporting Data with P6 Professional Primavera File Types handled by the Professional Tool and/or Visualizer Non Primavera File Types handled by the Professional Tool Excel Import and Export Professional Tool Notes and/or Restrictions on Export Using P6 Professional Notes and Restrictions on Import Check List for Importing from and Exporting to Microsoft Project Table of Different Calculations between P6 and MSP Checks before Importing from Microsoft Project Checks on Import from Microsoft project Checks After Import from Microsoft project APPENDIX A - ADDITIONAL IMPLEMENTATION RESOURCES Oracle Primavera Information Resources Oracle Implementation and Integration Tools Primavera Connectivity Options Choosing an API / SDK Documentation Licensing Implications Other Non-Oracle Primavera Sources of Information APPENDIX B - P6 IMPLEMENTATION PLAN TEMPLATE Operational requirements Organization Design Data Structure Design Reporting Requirements Processes and Procedures Interfaces with corporate software, databases or systems Requirement for third party software APPENDIX C SAMPLE SECURITY PROFILES Global Profiles Global Profile Definitions Project Security Profiles Project Security Profiles Definitions INDEX 255 Eastwood Harris Pty Ltd XII

13 5 KEY MASTER DATA CONFIGURATION EPS & WBS 5.1 Introduction to Master Data Master Data is tables of data that include the EPS, Projects, Calendars, WBS Nodes, Activities, Activity Codes, User Defined Fields, Resources and Roles. The Master Data has a special significance to a database: Unlike many of the other database application settings they are regularly updated and evolve over time, Users assign these elements to projects, They are frequently used for Grouping, Sorting, Filtering, and Reporting projects and portfolios. In this module we will look at configuring the important key Master Data and including: Enterprise Project Structure Projects and WBS (depending on the level of control your organization puts on a database may or may not be created by the Administrator) The following topics are also considered Master Data but as they are large topics they will be covered in their own chapter. Calendars Roles and Resources The following topics are also considered Master Data and will be covered under the DATA IMPORT AND EXPORT TOOLS chapter. Project Codes Activity Codes UDFs We will assume that your organization has gone through the planning process and is in the process of establishing a Prototype database. Typically you will begin with an empty database, but this book has been written using the sample database supplied by Oracle with P6. Eastwood Harris Pty Ltd 73

14 5.2 EPS - Enterprise Project Structure Classic View Viewing only the EPS Nodes This section will explain how to create and modify the EPS in the Classic View: The EPS is viewed by selecting Projects, EPS and filtering on the EPS Nodes only: To filter on the EPS Nodes only you may either: Apply the EPS Only View, or Create a view that only displays the EPS Nodes, as per the picture below: The two pictures above are from P6 Version Eastwood Harris Pty Ltd 74

15 5.2.2 Adding New EPS Nodes New EPS Nodes are created by using the Add Sibling EPS and Add Child EPS commands found on the toolbar of the right click menu: Reordering and Moving EPS Nodes The EPS Nodes may be reordered by using the blue Move buttons: Found on the Edit toolbar or Right clicking on the Edit toolbar or the Edit menu to show a menu with these commands: Deleting an EPS Node An EPS Node is deleted by selecting the EPS Node and using the Delete Actions toolbar. command found on the Eastwood Harris Pty Ltd 75

16 5.3 EPS - Enterprise Project Structure Standard View This section will explain how to create and modify the EPS in the Standard View: Viewing only the EPS Nodes The EPS only is viewed by selecting Projects, EPS and either: Applying a View that shows only the EPS: Filtering on the EPS Nodes only from an existing view: Creating a new View that displays only the EPS Nodes: Eastwood Harris Pty Ltd 76

17 5.3.2 Adding New EPS Nodes New EPS Nodes are created by using the Add Sibling EPS and Add Child EPS commands found by right clicking on the Cog icon which is displayed when clicking on an existing EPS Node: Reordering and Moving EPS Nodes The EPS Nodes may be reordered by using the Sort function in the Customize View form: Deleting an EPS Node An EPS Node is deleted by selecting the EPS Node and right clicking on the Cog selecting Delete: icon and Eastwood Harris Pty Ltd 77

18 5.4 Projects Oracle Primavera P6 Version 8, 15 and 16 EPPM Web Administrators Guide Creating a Project There are several methods to create a new project from the Projects, EPS window: Use the Adding a new project function to create a new project without any data, or Copying an existing project and editing it, or Using the Project Template function, or Importing a project created from another Primavera database or created with another software program such as Microsoft Project, or Asta Powerproject, but saved in Microsoft Project XML or Primavera XML format. Importing projects and data is covered in the DATA IMPORT AND EXPORT TOOLS chapter. Projects in P6 XER and Microsoft Project MPX format may not be imported with the Web tool but may be imported with P6 professional. The picture below is from P6 Professional and shows the options available using the File, Import function: Eastwood Harris Pty Ltd 78

19 5.4.2 Creating a Blank Project or Copying a Project You may create a new project at any point in time in the Classic View by selecting either: The Projects, EPS, Actions, Add, Add Project icon from the menu or Clicking on the Add Project icon on the toolbar to open the Add Project form. In the Standard View you need to: Select an EPS Node, Right Click on the cog icon to open a menu and Select Add Project. You will be required to enter the following information: The Project ID, a Unique code within one database to represent the project (a maximum of 20 characters), and Project Name. The Description section may be used to record project information. i Information entered in the Description section may not be viewed with the Professional Client. You should use the Notebooks function or a Custom User Field if there are Optional Client Users on the system who need to see the data. The EPS Node the project is to be assigned. The Responsible Manager is selected from the OBS structure. If the OBS has not been defined or the responsibility not assigned, then Enterprise may be selected as the Responsible Manager. A Project Planned Start date, which is the earliest date any un-started activity will be scheduled to commence and an optional project Must Finish By date. Be sure to check the Start Time as P6 may default to an unwanted time. A project Must Finish By date is optional. When a project Must Finish By date is set the project Total Float will be calculated to this date and not to the latest activity finish. The box Copy from an existing project or template allows you to copy any existing project or template and this topic is discussed next. i It is a normal practice to copy and paste projects, to keep a copy of a project at a specific point in time, normally after each update. When copying projects you should consider utilizing the Primavera defaults for the renumbering of the Project ID. Eastwood Harris Pty Ltd 79

20 5.4.3 Copy an Existing Project or EPS Node A Project may be copied when creating a new project or in the Projects, EPS Window by: Highlighting the project you wish to copy and select Edit, Copy or Ctrl+C, Highlighting the EPS Node that you wish to associate the new project with and select Edit, Paste or Ctrl+V, The Copy Project Options form will then be displayed, enabling you to choose which Project data items you wish to copy with the project, Open and edit the new project. An EPS Node may also be selected and copied in the Projects window, and pasted to another location, which will copy the projects and add another EPS Node. i Multiple projects may not be copied in P6 Version 8.4 and earlier, except by copying an EPS Node. P6 Version 15.1 introduced the option of copying multiple projects. The copied projects and copied EPS Nodes will be assigned a new ID with a sequential number added to the Original ID. Unlike the Windows Client, the settings in the form above are not remembered the next time you copy a project Creating a New Project from a Template P6 Version 8 released a new feature called Project Templates which has replaced the former P6 Methodology Manager feature. The project templates are complete copies of projects and store items such as project and WBS information, as well as activity level data, including relationships and cost information. This can allow the organization to enforce common scheduling standards across the enterprise. Projects can be created from templates and templates may also be created from existing projects, allowing best practice projects to be used in the future. You may create a new project from an existing template by following the same steps in the Creating a Blank Project procedure above until you reach the Copy from existing project or template step, then: Select the icon from the Copy from existing project or template option. The Select Project or Template form will now be displayed: Eastwood Harris Pty Ltd 80

21 the filter at the top of the form to display the templates: Navigate to the required template and select OK Creating a New Template To create a new Project Template: Select the Projects, EPS Window, Actions, Add, Add Template, Use the Copy from existing project or template option to select an existing template or project to copy, Click on the Advanced tab to select which data to copy: Deleting a Project To delete a project: Select Projects, EPS, Select the project, Select Actions, Delete or use the delete key, Then Save to confirm deletion. Eastwood Harris Pty Ltd 81

22 5.5 Primavera Project WBS A WBS Node is a term used by Primavera that is often called a WBS Code and is a single point in the WBS structure that activities are assigned. A Primavera WBS Node may record more information than P3, SureTrak, or Microsoft Project, including the following data: Anticipated Dates, which are used to create a bar in the Activities Window when there are no activities under the WBS Node, but do not summarize in the Projects Window. Notes, which are recorded under Notebooks, Funding and Budget Log, WBS Milestones, which may be used for assigning progress at WBS Node Level. These are created in the Activities Window, Documents (WP & Docs in the Windows Client) that provide links to documents, and The rules for calculating Earned Value for each WBS Node. The start and finish dates of a WBS Node are adopted from the earliest start date and latest finish date of the detailed activities under that WBS Node and use the WBS Anticipated Dates to create a bar when there are no activities assigned to a WBS Node. The duration of a WBS Node is calculated from the start and finish dates, the database Default Calendar and the User Options. i A WBS Node may not have costs or resources assigned directly to the node. All costs and quantities are calculated from the activities associated with the WBS Node Viewing and Navigating the WBS There is no WBS Window as in the Windows Client, to view, edit, or create a WBS structure: The project must be open, The Activities Window must be displayed by selecting Project, Activities, Ensure you have a view with a WBS icon beside it, such as the Gantt Chart by WBS, as this ensures that you may see and add a WBS Node. The following picture is of the OzBuild Project with 3 WBS Nodes and before adding any activities: Eastwood Harris Pty Ltd 82

23 5.5.2 Creating and Deleting a WBS Node - Classic View To create a new WBS Node select a WBS Node or the Project Name and either: Right-click to display the menu and use the menu commands Add Child WBS or Add Sibling WBS, or Use the menu toolbar Add Child WBS icon. Use the icons on the Move toolbar to put the WBS Nodes at the right level or to reorder them. The commands Add, Delete, Copy, Cut and Paste all work to create, delete, move, and copy WBS Nodes. Add will add a new WBS Node under the level currently highlighted. Delete will delete the WBS Node. When a WBS Node has been assigned activities you will be given the option to either delete the activities or reassign the activities by selecting the Merge Element(s) option in the Merge or Delete WBS Element(s) form. Copy copies a WBS Node and the associated activities, Paste pastes the WBS Node and the associated activities, including all associated data such resources and relationships amongst the activities, Cut prepares to move a WBS Node and the associated activities to another location Creating and Deleting a WBS Node - Standard View To create a new WBS Node select a WBS Node or the Project Name and: Click on the Cog icon and Select Add Child WBS or Add Sibling WBS. Add, Delete, Copy, Cut and Paste all work to create, delete, move, and copy WBS Nodes. Sorting WBS in the Standard View is via the sort function. To indent and outdent WBS Nodes in the Standard View they have to be cut and pasted. Eastwood Harris Pty Ltd 83

24 5.5.4 WBS Node Separator The Default WBS Node Separator is assigned by selecting Administer, Application Settings, General tab. Each individual project WBS Node separator may be defined from the Projects Window by: Selecting the EPS tab, Selecting your project, Right-click and select Set Project Preferences, Select the General tab and Enter the required separator in the WBS Code Separator field: i An alternative separator may be needed to meet client or contract requirements or to allow import of data from an enterprise system by matching the code structure. Eastwood Harris Pty Ltd 84

25 5.5.5 Activity Window Work Breakdown Structure Lower Pane Details The Activity Window lower pane displays different tabs when a WBS Node is selected, to when an activity is selected. The tabs may be hidden or displayed by right clicking on a tab to open a menu: General in this tab you may assign many data items pertinent to the WBS Node including: The WBS Code - has to be unique for each project. WBS Name is the description for the WBS Node. The Responsible Manager enables access to data to be controlled at the WBS Node level. When a User has access to change data in one WBS Node only, they are still able to see the whole project but may only change data in the one node. Anticipated Dates, as with the Project Anticipated Dates, this will display a bar when the WBS Node has no activities, but does not summarize in the Projects Window. The Project Status there are four WBS Status types: Planned, Active, Inactive, and What-if. The status of a WBS Node controls viewing and access to the Nodes and Activities assigned to the nodes by Primavera Timesheet users. Other columns of data may be added by clicking on the Customize Columns icon to add or remove columns from the WBS General tab. The Notebooks function is used in the same way as the activity Notebook and is used to record notes about the WBS Node. Budget Log tab is used as part of the top-down method of assigning budgets and are independent of the costs assigned at the activity level. WBS Milestones tab is where WBS Milestones are created at the WBS Node level and provide a summary method of assigning a Performance Percent Complete to activities assigned to that node. For this function to operate there must be at least one activity assigned to a WBS Node. Earned Value tab is where the rules for calculating the Estimate to Complete (ETC) and other Earned Value parameters are set. Documents tab enables the assignment of documents to a WBS Node and operates in the same way as the activities Documents tab. Issues tab is where Issues may be assigned to activities. Eastwood Harris Pty Ltd 85

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27 5.6 Workshop 3 EPS Objective Assume that you are an employee in a building construction company called GoldCraft that is implementing Primavera P6 EPPM. The Operational Requirements, Roles and Responsibilities have been defined and you must start entering them. Remember to press F11 at any time to go in and out of the Full screen mode. Assignment For this exercise, you will add additional EPS Nodes to your existing database, create a new project and associated WBS Nodes. 1. In Primavera EPPM, select Project EPS and select a Classic View that shows the basic EPS structure only without projects, such as the EPS Only view:. 2. Add new Add-Sibling EPS titled GoldCraft by left clicking on the lowest EPS Node, 3. Add 4 Child EPS for Development Projects, IT Projects, Business, New Products, 4. Create EPS ID s as per the picture below, 5. Move the GoldCraft EPS above the Project Templates using the blue arrow. 6. Click on the Save button to save your edits, 7. Rollup the other EPS Nodes: Eastwood Harris Pty Ltd 87

28 8. Create a new project with the following information by selecting Projects, EPS to open up the Enterprise Project Structure window: Select the Business EPS Node in your database to create a new project, Right-click and select Add Project from the menu or click on the toolbar icon: 9. This should open the Add Project form, enter the following information in the form: Project ID OZB. NOTE: This Project ID may not be accepted if you are working in a shared database when there is another project with this Project ID. You may need to use another unique Project ID in this situation, for example OZB plus your initials. Project Name Bid for Facility Extension Description You may wish to enter details of the project here. EPS Accept the default, which is the one you highlighted, but may be changed here, Responsible Manager Accept the default Planned Start Date 03 December 2018 at 08:00 NOTE: Ensure that the 08:00 (8:00 AM) is added in this step. Forgetting to check and, if required, setting the time when assigning dates may lead to the schedule not calculating correctly. Must Finish By Leave Blank Copy from existing project or template leave blank Click to create the project. The project should now be open. 10. Select Project, Open Projects and ensure only your new project is open. 11. NOTE: You are able to close all projects before you create a new project by selecting Project, EPS, Actions, Close All. Eastwood Harris Pty Ltd 88

29 12. You will now need to select an EPS View in the Project, EPS view that displays the EPS and projects, such as the Budgetary Planning view to see the new project under the new EPS Node: 13. If using Version 16, switch to the Standard View and your screen should look like the picture below: 14. Switch back to the Classic View. 15. Check the project icon under the Projects, EPS, this shape indicates the project is open. Eastwood Harris Pty Ltd 89

30 16. Select the Project, Activities view and add the following 3 WBS Nodes to the project: 17. Click on the Save button, your screen should look like the picture below: 18. If using Version 16, switch to the Standard View and your screen should look like the picture below: 19. Switch back to the Classic View: 20. You have now completed a task often performed by an administrator involving creating new EPS Nodes and projects. Eastwood Harris Pty Ltd 90

31 10 USER CONFIGURED ITEMS After a user or administrator has created a project there are a number of parameters that an administrator is unable to control or lock so a user may not change them. It is important that the administrator understands what these parameters are and what procedures are available to users so the appropriate options are selected for their projects. Most defaults in P6 are good but there are some that should be changed. It is also important that the preferred corporate options are included in procedures and that these are reviewed before a schedule is published New Activity Defaults After a project has been created by an administrator or user, there are a number of options that may be set that are adopted by new activities when they are created and adopted by resources and/or roles when they are assigned to activities. This section will not discuss the aspects of adding and linking activities in P6 but look at the defaults and activity attributes an organization may wish to standardize Setting New Activity Defaults After creating a new project and before adding activities it is important to set the defaults such as the Activity ID Numbers and Calendars. By setting them correctly before adding activities you will save a significant amount of time because you will not have to change a number of attributes against all activities at a later date. These defaults are set in the Project Preferences form by selecting Projects, EPS, select your project, Set Project Preferences, Defaults tab: Eastwood Harris Pty Ltd 161

32 Duration Type Oracle Primavera P6 Version 8, 15 and 16 EPPM Web Administrators Guide The Duration Type becomes effective after a resource has been assigned to an activity. The Duration Type for all new activities is set in in the Project Preferences form by selecting Projects, EPS, select your project, Set Project Preferences, Defaults tab: The Duration Type for each new activity may be changed in the Activities Window, General tab or by displaying the Duration Type column: The Duration Type determines which of the following variables change when one of the others is changed in the equation: Resource Units = Resource Units per Time Period x Duration For example, a 40-hour activity with 2 people working 8 hours per day will take 20 hours or 2.5 days: 40 hours of work = 2 people per hour x 20 hours When an activity is in-progress this equation is modified to: Remaining Resource Units = Resource Units per Time period x Remaining Duration Primavera has four options for Duration Type, Microsoft Project has three options, and P3 and SureTrak have two options (which are a lot easier to understand). The Primavera terminology that describes the way the software treats the relationship between Durations, Resource Units and Resource Units/Time Period is different from Microsoft Project, P3, and SureTrak. Primavera has more options than all the other products and this gives the product more flexibility. The following table should clarify these options: Eastwood Harris Pty Ltd 162

33 Purpose of the Duration Types Duration Type Fixed Duration & Units Purpose Option 1 This option is used when the Duration of an activity should not change when Resources are added or removed or Units/Time changed. For example, when the time to complete an activity is fixed, the resources may be manipulated until a satisfactory resource loading is established without the activity duration changing. Option 2 A change to the Duration will change the Units/Time; however, the Units will remain constant. If one person is assigned to an activity for 8 hours per day and the activity is doubled in duration, there will now be one person working on the activity for 4 hours per day and the activity will require the same number of hours to complete. IMPORTANT POINT: The Estimate at Completion WILL NOT change when the activity duration is changed and the number of resources WILL change. Fixed Duration & Units/Time This Duration Type disables the My Preferences, Calculations tab option Recalculate the Units, Duration, and Units/Time for existing assignments based on the activity Duration Type. Option 1 This option is used when the Duration of an activity should not change when Resources are added or removed or Units/Time changed. For example, when the time to complete an activity is fixed, the resources may be manipulated until a satisfactory resource loading is established without the activity duration changing. Option 2 A change in the Duration will change the Units; however, the Units/Time will remain constant. For example, when there are two people assigned to an activity and the activity is increased in duration, there will still be two people working but for a longer period of time. IMPORTANT POINT: The Estimate at Completion WILL change when the activity duration is changed and the number of resources WILL NOT change. Fixed Units This option is used when the amount of work required to finish an activity is constant. For example, if there are 8,000 bricks to be laid and a bricklayer is able to lay 100 bricks per hour, there are 80 hours of work for one bricklayer, 40 hours for 2 bricklayers and 20 hours for 4 bricklayers. Changing the Duration or the Units/Time will not change the number of hours required to complete the activity. Fixed Units/Time This option is used when the same number of people are required to complete an activity irrespective of the activity duration. For example, if a machine requires two people to operate it and therefore a Resource is assigned to the Activity at 200%, changing either the Units or the Duration will not change the Units/Time and there will always be two people operating the machine. Eastwood Harris Pty Ltd 163

34 i Oracle Primavera P6 Version 8, 15 and 16 EPPM Web Administrators Guide The duration of both Fixed Units and Fixed Units/Time activities will change if the resource Units/Time Period or Remaining Units are changed. It is the author s preference to use: Fixed Duration & Units when the estimate at completion must not change, and Fixed Duration & Units/Time when the crew size must remain constant. The following table displays what happens to the relationship in each of the four options when one variable is changed and The My Preferences, Calculations tab option Preserve the Units, Duration, and Units/Time for existing assignments is selected: Duration Type Fixed Units/Time Fixed Duration & Units/Time Fixed Units Fixed Duration & Units Labor Units in General Tab Duration Units/Time Duration Units/Time Activity Duration Units Units Units/Time Units/Time Resource Units Duration Units/Time Duration Units/Time Units/Time Period Duration Units Duration Units Add or Remove Resources Activity Units, Resource Units Constant, Duration Constant Activity Units, Resource Units Constant, Duration Constant Activity Units, Resource Units Constant, Duration Constant Activity Units, Resource Units Constant, Duration Constant The following table displays what happens to the relationship in each of the four options when one variable is changed and The My Preferences, Calculations tab option Recalculate the Units, Duration, and Units/Time for existing assignments based on the activity Duration Type is selected: Duration Type Fixed Units/Time Fixed Duration & Units/Time Fixed Units Fixed Duration & Units Labor Units in General Tab Duration Units/Time Duration Units/Time Activity Duration Units Units Units/Time Units/Time Resource Units Duration Units/Time Duration Units/Time Units/Time Period Duration Units Duration Units Add or Remove Resources Activity Units Constant, Resource Units, Duration Activity Units, Resource Units Constant, Duration Constant Activity Units Constant, Resource Units, Duration Activity Units Constant, Resource Units, Duration Constant Bold descriptions in the right column in the table indicate the differences from the upper table. The My Preferences, Calculations tab option Preserve the Units, Duration, and Units/Time for existing assignments will not freeze the Activity Units when the Duration Type of Fixed Units is selected. Eastwood Harris Pty Ltd 164

35 Percent Complete Type The Percent Complete type should be understood if it is intended to be used to update (status or progress) the schedule. This option may be set for each activity individually in Primavera and the default for new activities is set in the Percent Complete Type drop down box. Primavera has many Activity Percent Complete fields that may be displayed in columns and we will discuss four of them now: Activity % Complete, which may be linked to one only of the three following % Complete fields and is always linked to the % Complete displayed on the Gantt Chart bars: Physical % Complete, which is independent of activity resources and durations, Duration % Complete, which is linked to activity Original and Remaining Durations, and Units % Complete, which is linked to resource units. There are three percent complete options; each new activity is assigned the project default Percent Complete Type and then this may be edited for each activity as required. Therefore, for example, when the option of Physical % Complete is selected for an activity then the Activity % Complete and the Physical % Complete are linked and a change to one will change the other and this value would be displayed on the Gantt Chart. Default Percent Complete Type The Default Percent Complete Type for each new activity in each project is assigned in the Defaults tab of the Projects, EPS, Set Project Preferences form: A new activity Percent Complete Type is set to the Default Percent Complete when created and may be changed at any time. Percent Complete Types Physical % Complete This field enables the user to enter the percent complete of an activity and this value is independent of the activity durations. This is similar to the way P3 and SureTrak calculates the % Complete when the Link Remaining Duration and Percent Complete option is NOT selected. Duration % Complete This field is calculated from the proportion of the Planned Duration and the Remaining Duration and they are linked. A change to one value will change the other. When the Remaining Duration is set to greater than the Planned Duration this percent complete is always zero. This is similar to the way P3 and SureTrak calculate the % Complete when the Link Remaining Duration and Percent Complete option is selected. Units % Complete This is where the percent complete is calculated from the resources Actual and Remaining Units. A change to one value will change the other and when more than one resource is assigned then all the Actual Units for all resources will be changed proportionally. This is similar to the Microsoft Project % Work Complete. Eastwood Harris Pty Ltd 165

36 i The Units % Complete is calculated from the value of all the Labor and Non-Labor, so be careful when more than on type of resource is assigned to an activity. For example the software could be adding labor hours with excavator hours. Activity % Complete The Activity % Complete field is linked to the Percent Complete Type field assigned to an activity in the Activities Window, Details form, General tab or the % Complete Type column: The Activity % Complete is NOT linked to the % Complete Bar and the Duration % Complete is displayed on the % Complete Bar, in the same way as Microsoft Project s default % Complete bar. In the Windows Client the Activity % Complete is displayed on the Bar: Activity Types and Milestones An Activity may be assigned one of the following default Activity Types using the drop down box in the General tab: Finish Milestone Level of Effort Resource Dependent Start Milestone Task Dependent WBS Summary Eastwood Harris Pty Ltd 166

37 Activity Type Task Dependent Resource Dependent Description These Activity Types have a duration and will only calculate the duration using the assigned calendar even when one or more resources are assigned to an activity. These Activity Types have a duration and will calculate the duration only using the calendar assigned to the activity when NO resources are assigned to the activity. These activities acknowledge Resource Calendars when resources are assigned. This is similar to an Independent Activity Type in P3 and SureTrak. They acknowledge the Activity calendar to calculate the Early Start date. Level of Effort LOE This Activity type is similar to P3 and SureTrak Hammock activities. It spans from the start or finish of one or more predecessor activities to the start or finish of one or more successor activities which are linked by relationships. NOTE: Do not schedule with a LOE activity unless it has relationships. If you do schedule it will calculate to a zero duration and be marked as Complete on the Data Date. You will then have to mark it as not started in the Activities Window, General tab and assign a duration so you can see it on the Gantt Chart. Start Milestone Finish Milestone WBS Summary A Start Milestone has a start date and no finish date in the Windows Client but shows both a Start and Finish in the Web. It is scheduled at the start of a time period and may not be assigned Resources. A Finish Milestone has a finish date, no start date in the Windows Client but shows both a Start and Finish in the Web. It is scheduled at the end of a time period and may not be assigned Resources. Changing a milestone from Start to Finish would not affect a schedule when all the activities are on one calendar but would move the milestone from the start of a day to the finish of the previous day. This Activity type calculates in the same way as P3 and SureTrak WBS activities and they span all activities with the same WBS code, but without relationships that are used with LOEs. i A Milestone has zero duration and is used to mark the start or finish of a major event. Primavera differentiates between Start and Finish Milestones in the same way as P3 and SureTrak, where a Start Milestone has a start date and no finish date and a Finish Milestone has a finish date and no start date. This is unlike Microsoft Project, which only has one type of Milestone. Later versions of Microsoft Project allow milestones with durations. Eastwood Harris Pty Ltd 167

38 The Windows and the Web Client display Milestone dates differently so both are displayed below. In the Client the Start Milestone does not show Finish Dates and the Finish Milestone does not show Start Dates as P3 and SureTrak: In the Web the Start Milestones and Finish Milestones both show Start Dates and Finish Dates as most other scheduling software like Microsoft Project and Asta Powerproject: Cost Account This selects the default Cost Account for all new Resources and Expenses and is blank by default. Cost Accounts are normally created and assigned to Resource and/or Expense assignments so costs of a specific type may be added up to create an Accounting Budget. This area is where Costs Accounts are managed. Normally in other software a default Costs account is assigned to a Resource and then when a resource is assigned to an activity the Resource Assignment adopts the default Costs Account assigned to the Resource. In Primavera the default Costs Account is assigned to the Project and all Resource Assignments adopts the default Cost Account which makes the Costs Account field in P6 less useful as every Resource assignment will have to be edited if the default is not valid. Eastwood Harris Pty Ltd 168

39 Calendar Oracle Primavera P6 Version 8, 15 and 16 EPPM Web Administrators Guide This topic is covered in detail in the CALENDARS chapter. This drop down box is used to select the default calendar for an activity. A Default Project Calendar is assigned to each project from the Global or Project calendar list. All new activities are assigned the project Default Project Calendar when they are created; however, individual calendars may be assigned for each activity after they have been created Price/Unit Like Microsoft Project an activity may be assigned a Unit (hours or work) without a resource being assigned. This value is used to calculate a cost when a Unit has been assigned to an activity without a resource assignment Auto-numbering Defaults The Auto-numbering Defaults decides how new activities are numbered. The first activity added to a new project will be based on the defaults set in this form. It is possible to have the same Activity IDs in many projects and the Unique Identifier for an activity in a database is the WBS Code + Activity ID. Organizations may wish to standardize the prefix of activities in their procedures to prevent duplicate Activity IDs when multiple P6 projects are being used to represent a project. i There is no function of Increment Activity ID based on selected activity as found in the Windows Client. There are no Activity ID Codes allowing logic to be automatically embedded into the Activity IDs, which are a powerful features of both P3 and SureTrak My Preferences It is possible for different users to be working on the same project but having different preferences. This will result in the data being displayed in a different format for each user. For example one user could display resource units in hours and another user in days. This is bad practice and results in confusing project members who are reviewing the schedule and is a very simple way to annoy customers when reports are submitted in a different format each time they are submitted. It is therefore important that an administrator makes sure all users have consistent preferences that are suited to the projects they are working on. Select Administer, My Preferences to open the My Preferences form. This form is used to set up a number of user defined parameters there, which will determine how data is displayed: Eastwood Harris Pty Ltd 169

40 The My Preferences form has three tabs: Global where the My Preferences options that control how data is calculated are edited, View where the user formats many of their Views, allowing the user to hide or display data and Password where the user changes their password Global, General Tab Maximum number or rows displayed in each section and Maximum number of rows displayed in trees and pick lists restrict the amount of data available in lists. An example of this type of restriction is displayed in the picture. It is recommended that high values are set here so as not to hide data. Send to resources upon adding or removing assignments and Prompt before sending are self-explanatory. Calculate performance and earned value information by Costs or Labor Units affects EV calculations and this is an interesting feature as this allows different users to report different data for the same projects Global, General, Time Units Format Tab The Display Time Units in section of the tab is used to define the Unit of Time format that resource information and resource assignments are displayed with, e.g. days or hours. The Display Durations Format in section of the tab is used to define the Unit of Time format that activity durations are displayed with, e.g., days or hours. i The picture to the right shows the author s recommended settings. It is best to show both the Duration sub units and label then you will see if you have durations that are not round days. Eastwood Harris Pty Ltd 170

41 The Units/Time Format section of the form enables the Microsoft Project-type formatting options of Resource/Time Format to show Resource utilization as a percentage (50%) or as units per duration (4h/d). Therefore there are several options here; for example, three people assigned to an activity may be displayed in many formats including the following which all calculate the same value of three resources: 300% 24h/d 3d/d 3h/h Global, Resources Tab, Resource Staffing Automatically summarize project after assigning resources ensures that summary data displayed in other views has been recalculated by the system. Display Resource Assignments Unchecking these does not hide these data items in the Project, Activities bottom window but will hide this data in some other views. Display Notebook Unchecking these does not hide these data items in the Project, Activities bottom window but will hide this data in some other views. Display Steps The Unchecking these does not hide these data items in the Project, Activities bottom window but will hide this data in some other views. Eastwood Harris Pty Ltd 171

42 Global, Resources Tab, Resource Assignments When adding or removing multiple resource assignments on activities section has two options: Preserve the Units, Duration, and Units/Time for existing assignments. With this option, as Resources are added or deleted the total number of hours assigned to an Activity increases or decreases. The hours assigned for each resource are calculated independently. Recalculate the Units, Duration, and Units/Time for existing assignments based on the activity Duration Type. The total number of hours assigned to an activity will stay constant as second and subsequent resources are added or removed from an Activity, except when the Activity Type is Fixed Duration and Units/Time. Recalculate the Units, Duration, and Units/Time for existing assignments based on the activity Duration Type is similar to making an activity Effort Driven in Microsoft Project. There is no similar function in P3 and SureTrak. With the Recalculate the Units, Duration, and Units/Time for existing assignments based on the activity Duration Type option as you assign or remove resources to or from an activity the total number of hours of work stay constant and the work is divided amongst all the resources. Thus, assigning resources will reduce the work for each resource and either the activity duration will reduce or the Units per Time Period for each resource assignment will reduce. This calculation is dependent on the Duration Type. The author prefers as a default Preserve the Units, Duration, and Units/Time for existing assignments. In this situation each resource work is independent on other resources assigned to an activity. When assigning a resource to an existing activity assignment: The options allow a user to decide what Units/Time are assigned to a resource when a resource is assigned to an existing assignment. When a resource and role share an activity assignment: The options allow a user to decide what Price/Unit is assigned to a resource when a resource is assigned to an existing assignment. Display the role limit based on: Primavera introduced Role Limits in Version 6.0 and this enables options for displaying the Role Limits in Resource Profiles. A role may have been defined a limit of six resources but only have four Primary Resources assigned. This option allows you to decide if you wish to display a limit of four based on the resources available or six based on the limit assigned to the role. Number of available items to search for Roles, Resources, and Resource Codes This sets the lines available in the Open a request for a resource form, in the picture the option is set to 2: Eastwood Harris Pty Ltd 172

43 Global, Project Score Tab These options are used for Project and Portfolio reporting and are out of scope of this book Global, Performance Threshold Tab This section is used to customize the dashboards: Eastwood Harris Pty Ltd 173

44 Global, Currency Tab The Currency Options tab selects the currency symbol used to display costs. The Currencies form, available from the Administer, Enterprise Data, Global section menu item, is used to define the Base Currency. All costs are stored in the Base Currency and all other Currencies are calculated values using the Base Currency value and conversion rate Global, Date Format Tab The Date Format tab is self-explanatory and is used to format the display of dates and time. NOTE: It is not possible to hide the year and there always has to be a date separator, thus leading to wider date columns than otherwise could be achieved. It is also not possible to display the days in characters such as Mon or Monday with the date. i The picture to the right shows the author s recommended settings. People in the US may wish to use their local Date Format. The author recommends that the Time should always be displayed so a user may see what time Primavera has selected when assigning Actual dates, Constraint dates, Suspend and Resume dates. Often Primavera selects 00:00, which is midnight on the morning of the selected date. The author recommends that the Month name should always be displayed to avoid confusion between the US date format of mm/dd/yy and the ROW (Rest of World) date format of dd/mm/yy Global, Issues Tab This is where a user specifies which Issues they are informed about. Eastwood Harris Pty Ltd 174

45 View Tab Oracle Primavera P6 Version 8, 15 and 16 EPPM Web Administrators Guide The View tab is used to display or hide P6 windows: Setting a Default Start Page In P6 R8.3 it is possible to specify the default start page that a user will be presented with upon logging in by: Setting the default start page; Then selecting a P6 section in the Start Page list and; Ensuring that the start page is the top-most page selected for display. To access this feature either: Go to Administer, My Preferences and select View tab; or Go to Administer and select User Interface Views and Click on the Content tab of the General section. Eastwood Harris Pty Ltd 175

46 Password Tab The User Password tab is used to change the user password My Calendar When a user is also created as a resource in a database and has a Personal Calendar created then the user may edit their own calendar in this area to reflect their personal availability and may add their holidays etc. in their calendar. This option works in the same way as editing any other calendar. A resource calendar will ONLY be used to calculate activity durations when an activity is assigned an Activity Type of Resource Dependent. Eastwood Harris Pty Ltd 176