WhatsNewIn6 0

Whats New in Version 6.
Primavera
Whats New in Version 6.0
Version date of manual: May 2007
1997 - 2007 Primavera Systems, Inc. All rights reserved. Unless otherwise noted, this software is the property of Primavera Systems, Inc. (Primavera) and is entitled to copyright protection. Any reproduction in whole or in part is strictly prohibited. While reasonable efforts have been made to ensure the accuracy of this document, Primavera assumes no liability resulting from any omission or inaccuracies in this document or from use of the information obtained herein. Primavera reserves the right to make changes to any products described herein to improve reliability, function, or design, and reserves the right to revise this document and to make changes from time to time in content hereof with no obligation to notify any person of revisions or changes. Primavera does not assume any liability arising out of the application or use of any product described herein; neither does it convey license under its patent rights or the rights of others. Please send your comments to: Primavera Systems, Inc. Three Bala Plaza West Bala Cynwyd, PA 19004 Telephone: 1-610-667-8600 FAX: 1-610-667-7894 World Wide Web site: http://www.primavera.com Computer Software Copyrights: The Primavera software products described in this document may not be copied, reproduced, modified, or distributed in any manner without Primavera's express written permission. Use and Disclosure Restrictions: The software described in this document is the property of Primavera Systems. It is furnished under a license agreement and may be used and/or disclosed only in accordance with the terms of the agreement. US Government Restricted Rights: If the Software is acquired for or on behalf of the United States of America, its agencies and/or instrumentalities (U.S. Government), it is provided with restricted rights. The Software and accompanying documentation are commercial computer software and commercial computer software documentation, respectively, pursuant to 48 C.F.R. 12.212 and restricted computer software pursuant to 48. C.F.R. 52.227-19 (a), as applicable. Use, modification, reproduction, release, performance, display, or disclosure of the Software and accompanying documentation by the US Government are subject to restrictions as set forth in the this Agreement and pursuant to 48 C.F.R. 12.212, 52.227-19, 227.7202, and 1852.227-86, as applicable. Trademarks: Primavera, the Primavera sundial logo, P3, P3e, Primavera Enterprise, Primavera Expedition, Primavera Project Planner, Primavera TeamPlay, myPrimavera, PrimeContract, and SureTrak are either registered trademarks or trademarks of Primavera Systems, Inc., in the United States and/or in other countries. All other trademarks mentioned herein are the property of their respective owners. Printed in the United States of America.
Course Contents
Lesson 1: Navigation 1
Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Managing User Interface Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Selecting Content for View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Assigning Users to Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Lesson 2:
Dashboards
17
Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Managing Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Creating a Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Portfolio Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Dashboard Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Assigning Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Lesson 3:
Projects
27
Creating a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Create Project Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Activities Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Customizing Activity Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Filters Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Bars Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Whats New In 6.0
Course Contents
Usability Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Right-Click Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Add, Delete, Modify WBS Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Drag and Drop Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Using the Gantt Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Adjusting Timescale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Adjust Durations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Move Activity Bars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Managing Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Using Progress Spotlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Calculated User-Defined Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Creating a Calculated User-Defined Field . . . . . . . . . . . . . . . . . . . . . . . . 42 Viewing a Calculated User-Defined Field . . . . . . . . . . . . . . . . . . . . . . . . . 45
Lesson 4:
Portfolios
47
Selecting a Portfolio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Creating Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Portfolio Analysis Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Analyzing Portfolios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Selecting Portfolio Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Creating a Portfolio View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Waterline Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Comparing Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Capacity Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Using the Capacity Planning Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Analyzing Staffed vs. Unstaffed Assignments . . . . . . . . . . . . . . . . . . . . . 67 Analyzing Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
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Whats New In 6.0
Course Contents
Lesson 5:
Resource Planning
69
Resource Planning Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Plan at All Levels of WBS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Assigning Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Allocating By Percentage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Copy/Paste in Spreadsheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Click/Drag Values into Adjacent Cells . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Splitting Resource/Role Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Resource Teams and Role Teams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 New Options to Customize Resource Planning . . . . . . . . . . . . . . . . . . . . 80
Lesson 6:
6.0 Client/Server Features
81
Future Period Bucket Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Edit Future Buckets Security Privilege . . . . . . . . . . . . . . . . . . . . . . . . . . 84 New Settings in the Group and Sort Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Display and Hide Grouping Band Totals . . . . . . . . . . . . . . . . . . . . . . . . . 85 Shrink Vertical Band Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Search in Pop-Up Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Include Baselines When Copying Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Copy Baselines Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Admin Preferences Setting for Copying Baselines . . . . . . . . . . . . . . . . . . 90 Role Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Project-Specific Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Saving Filters with Project-Specific Layouts . . . . . . . . . . . . . . . . . . . . . . 94 Reflection Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Creating a Reflection Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Making Changes to the Reflection Project . . . . . . . . . . . . . . . . . . . . . . . . 97 Merging Reflection into Source Project . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Updating Reflection Project via Activity Owner . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Other New Features in P6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Increased Security When Importing Projects . . . . . . . . . . . . . . . . . . . . 105 Saved Settings When Switching Windows, Layouts . . . . . . . . . . . . . . . . 105
Whats New In 6.0
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Course Contents
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Whats New In 6.0
LESSON 1
Navigation
Objectives
In this lesson, you will learn about the new navigation in Primavera 6.0 as well as how to manage User Interface views. At the completion of this lesson, you will be able to:

Navigate to different sections View the Action Bar Select a project Manage User Interface views
2007 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.
Lesson 1: Navigation
Navigation
Primavera Web 6.0 (P6 Web) offers completely redesigned navigation. The lengthy list of menus and views in version 5.0 are streamlined in version 6.0 with five main sections arrayed across the top of the screen:

FIG. 1.1: P6 Web displays the five sections on top of the page.
Dashboards Portfolios Projects Resources Administration
Once you log in, the Title bar with the Primavera logo and the Section bar with the available section buttons are always displayed. The selected section button is bold. To access recently selected items within the section, click next to the section button.
Navigation (continued)
FIG. 1.2: The Dashboards button is bold because it is the selected section.
Steps
1. Launch Primavera. 2. Type a User Name <jbrunner> and a Password <jbrunner>.
Each section in Primavera also contains an Action Bar. Click an item in the Action Bar to access functions related to the section. For example, in the Dashboards section, Action Bar items are:

Manage Dashboards Manage Portfolios Import Appointments
Later in this document, you will learn how administrators can hide/display items in the Action Bar for individual users or groups of users.
FIG. 1.3: Action Bar for the Dashboards section.
Steps
1. View the Action Bar in the Dashboards section.
When entering the Portfolios, Projects or Resources section, you are required to select an element on which you want to focus. For example, when entering the Projects section, expand the EPS and click a Project ID to select it. You can also use the Search field to search by Project Name or Project ID.
FIG. 1.4: To select a project, click the Project ID.
Steps
1. Click Projects at the top of the screen. 2. Expand the Enterprise Project Structure to view projects.
FIG. 1.5: Use the Search function to locate the project, and then click the Project ID to select it.
Steps
1. In the Search field, type <f>. 2. Click a Project ID to select the project. After the element is selected, it is indicated in the Breadcrumbs. Click Projects in the Breadcrumbs if you want to select a different project.
Tabs within the Projects section are displayed across the top of the screen. Click a tab to access it. If there are too many tabs to display on the screen, click down list of all available tabs.
FIG. 1.6: Tabs are displayed for the Projects section.
to expose a drop-
Managing User Interface Views

New functionality in P6 Web enables administrators to customize views for a single user or a group of users. The illustration below describes how User Interface views fit in the layers of security and customization in P6 Web:

The first layer requires the user to have a Username and a Password. The second layer determines whether all sections, or just the Projects section, is visible, based on license and security profile. This layer also may restrict data access and the ability to perform certain actions, for example, viewing financial data. The third layer is the User Interface view assigned to the user. The User Interface view determines what tabs and Action bar items are displayed within the sections: In the Portfolios, Projects and Resources sections, you can designate items in the Action Bar and the tabs that are displayed. In the Dashboards section, you can designate items in the Action Bar and the dashboards that are displayed.
FIG. 1.7: User Interface views are customizable for a single user or group of users.
Managing User Interface Views (continued)

User Interface views provide two advantages for the organization:
Targeting application functionality If, for example, a group of users does not manage risks or issues, those tabs can be removed from the Projects section. The result is an interface that is cleaner and more focused to the tasks an individual or group performs. Limiting user access If the organization wants to limit access to certain parts of the applications functionality, managing User Interface views is a way to accomplish that goal outside of security and license.
FIG. 1.8: Administration section enables the organization to customize views for groups of users.
Steps
1. Click Administration. 2. Click Manage User Interface Views.
Managing User Interface views (continued)

Existing User Interface views are listed on the page. You can click the view name to edit it, or click Create User Interface view to create a new one.
FIG. 1.9: Existing User Interface views are listed.
When you click Create User Interface view, a dialog box offers you a choice of creating the view anew, or copying an existing view. In this example, you will select New User Interface View.
FIG. 1.10: You can copy an existing view or click New
User Interface View.
Steps
1. Click Create User Interface view. 2. In the dialog box, select New User Interface View. 3. Click OK.
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Managing User Interface views (continued)

The Create User Interface view screen is divided into two tabs:
Content Customize items displayed in Action Bar for each section, dashboards displayed in Dashboards section, and tabs displayed in Portfolios, Projects, and Resources sections. Users Assign users who will see this view when they log in.
Begin by typing a name for the User Interface view.

FIG. 1.11: Type a name in the User
Interface view Name field.
Steps
1. In the User Interface View Name field, type a name for the view.
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Selecting Content for View

Each section in P6 Web Dashboards, Portfolios, Projects, and Resources -- is represented in the Create User Interface view page.

For Portfolios, Projects, and Resources, you can customize display of tabs and the Action Bar. For Dashboards, you can customize display of dashboards and the Action Bar.
Customize the view by marking or clearing checkboxes. If the item is checked, it is displayed in the view; if it is cleared, it is not displayed.

If a checkbox is marked at the category level for example, Action Bar all items within the category are displayed. To display only some items within a category, click to expose items. Mark/clear checkboxes next to items that you want to display/hide. Use arrows to arrange order of items within a category.
FIG. 1.12: Click to expose items within a category.
Steps
1. In the Dashboards section, click category. to expand items in the Action Bar
2. Clear checkboxes next to Import Appointments and Manage Portfolios.
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Selecting Content for View (continued)

Click Assign to select dashboards available in the view.
FIG. 1.13: Click Assign to select dashboards for the view.
Steps
1. Click Assign in the Displayed Dashboards section. 2. Select dashboards and click Assign. 3. Click Close. Note that if you clear a checkbox next to a dashboard, it is no longer displayed in the Create User Interface view page. You can, of course, reassign it.
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Selecting Content for View (continued)

Tabs and Action Bar items can be selected for the Portfolios, Projects, and Resources sections. Note that at least one tab has to be selected for each section. Within the Tabs section in Projects, you can also designate, in this view, whether Activity Details is displayed in Form or Tabs.
FIG. 1.14: Designate whether Activity Details are displayed in Form or Tabs.
Steps
1. In the Projects section, click to expose Action Bar and Tabs.
2. In the Tabs section, clear the checkbox next to Timesheet Approval. 3. In the Activities row, select Tabs. 4. Click Save.
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Assigning Users to Views

The User tab allows you to assign users to the User Interface view. The Available Users section divides users into two categories:

Users Without a User Interface View Users With a User Interface View
Each user can be assigned only one User Interface View. So, if you assign users from the category Users With a User Interface View, access to their previous view is deleted and they are assigned to the new view. If the Allow Editing checkbox is clear, users cannot edit their assigned User Interface view. If the checkbox is marked, users can customize the view for themselves.
FIG. 1.15: Allow Editing enables users to edit their view.
Steps
1. Click the Users tab. 2. In the Available Users section, select users to assign to the current User Interface view, and then use the arrow to move them to the Selected Users section. 3. Click Save and Close.
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LESSON 2
Dashboards
Objectives
In this lesson, you will learn about dashboards in version 6.0. At the completion of this lesson, you will be able to:

Describe dashboards View Dashboard Preferences Add a Portfolio view to a dashboard Create a dashboard and assign access to it
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Lesson 2: Dashboards
Dashboards
The concept of a Personal Workspace is significantly expanded in P6 Web with multiple dashboards that be customized for single users, published to multiple users, and standardized across the organization. The table below compares the functionality of the Personal Workspace in earlier versions of the software with the dashboard functionality in P6 Web.
Table 1: Comparing Personal Workspace and Dashboards Functionality

Display and customize portlets Control layout of portlets View multiple dashboards View portfolio scorecards and charts Lock Filter by selection Publish dashboards to other users Standardize dashboard views across organization
Personal Workspace (version 5.0)

Yes Yes No No No No No
Dashboards (version 6.0)

Yes Yes Yes Yes Yes Yes Yes
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Dashboards (continued)
Dashboard names are displayed as tabs in the Dashboards section. The current User Interface view determines dashboards that are displayed and the order of dashboard tabs.
FIG. 2.1: Dashboard names are indicated by tabs.
Steps
1. Click the Dashboards button.
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Managing Dashboards
Click Manage Dashboards in the Action Bar to select dashboards that are displayed. Three types of dashboards are available in the Dashboards section:
User-defined dashboard Private dashboard you create that is not available to other users. You can create and display an unlimited number of user-defined dashboards and use them to organize information into groups meaningful to you. Multi-user dashboard When you create a dashboard, you can choose to make it available to users you select; likewise, when another user makes a dashboard available to you, you can display the dashboard in the Dashboards section. Only the user who creates a multi-user dashboard can modify its contents, layout, or access. Global dashboard: This type is available for display by all P6 Web users. You must have the appropriate security privilege to create, edit, and delete global dashboards. The organization can establish a single default dashboard, or multiple default dashboards, that are published to all users and are displayed when they log in. Default dashboards can be named by the organization. A default dashboard, named Personal Workspace, is displayed for all users if the organization does not create its own default dashboard(s).
FIG. 2.2: Icons indicate the different types of dashboards.
Steps
1. In the Action Bar, click Manage Dashboards.
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Managing Dashboards (continued)
Mark a checkbox to display a dashboard. Marked dashboards are listed in the Displayed Dashboards section. Dashboards that are not marked are listed in the Available Dashboards section. Use arrows to move dashboards in the Displayed Dashboards section to determine their order on the Dashboards page.
FIG. 2.3: Use arrows to select order of dashboard tabs on the Dashboards page.
Steps
1. In the Available Dashboards section, mark a checkbox next to a dashboard, Default Dashboard. The Default Dashboard is now in the Displayed Dashboards section. 2. Clear the checkbox next to a dashboard, Default Dashboard. The Default Dashboard is now back in the Available Dashboards section. 3. Click the up arrow to move the Planned Projects dashboard to second in the Displayed Dashboards section.
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Creating a Dashboard
Click Create Dashboard to create a new dashboard. You have the option of basing the new dashboard on a default dashboard or on an existing dashboard. In the General section of Dashboard Preferences:

Type a name for the dashboard. Specify a project, project code, or portfolio in the Filter by field, which filters content on most portlets. If, on the Access tab, you specify that the dashboard is published to other users, an option in the General section enables you to restrict users from changing the dashboard filter. If the option is not marked, users can specify their own project, project code, or portfolio to filter by.
Mark checkboxes next to portlets to display them on the dashboard. Note that a users ability to view all portlets may be restricted.
FIG. 2.4: Type name and specify filter for dashboard.
Steps
1. Click Create Dashboard. 2. In the Copy from Existing Dashboard dialog box, select Default Dashboard, and then click OK. 3. In the Dashboard Title field, type a name for the dashboard. 4. In the Dashboard Filter field, click , and then select a portfolio.
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Portfolio Views
New functionality in P6 Web enables you to display scorecards and charts created in the Portfolios section as a portlet in a dashboard. Click Add in the Portfolio Views section in the Create Dashboard page or in Dashboard Preferences, and then select either a scorecard or a chart. After the item is displayed, you can click Customize to further customize it. Note that a conflict may arise if the Portfoilo views designated access is single user, and then the dashboard is published to multiple users. In such a case, you are prompted to either change the access level of the view or the dashboard.
FIG. 2.5: Click Customize to customize the scorecard or chart for display on the dashboard.
Steps
1. In the Portfolios section, click Add. 2. Click to expand sections, Existing View and Scorecard.
3. Select a scorecard, and then click OK. 4. Click Save.
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Dashboard Layout
Use the Layout tab to specify narrow or wide column for each portlet. To change portlet position, click a portlet, hold down your mouse, and drag the portlet to its new position. You can also use up/down and left/right arrows at the bottom of the page to reposition portlets.
FIG. 2.7: Click and drag portlets to reposition them on the dashboard.
Steps
1. Click the Layout tab. 2. Use your mouse cursor to move position of portlets. 3. Click Save.
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Assigning Access
The Access tab enables you to make the dashboard available to the current user, all users, or a list of users. If you select the list-of-users option, move users from the Available Users section to the Selected Users section. The process works similar to the User Interface view. If the Dashboard contains any user portfolio it cannot be published for multiple-users or all users.
FIG. 2.8: Select user access for the current Dashboard.
Steps
1. Click the Access tab. 2. In the This dashboard is available to field, confirm Current User. 3. Click Save and Close.
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LESSON 3
Projects
Objectives
In this lesson, you will learn about creating a new project; new functionality to help you manage projects in the Activities tab; and how to create a calculated project-level user-defined field. At the end of this lesson you will be able to:

Create a new project Customize a view in the Activities tab Group, sort, and filter Assign access to the view Modify the WBS Drag and drop columns Draw relationships View Progress Spotlight Adjust durations Create a calculated user-defined field
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Lesson 3: Projects
Creating a Project
P6 Web offers a simplified approach to creating new projects. All fields are displayed in one page.
FIG. 3.1: Enter basic project information on one page.
Steps
1. Click Projects. 2. In the Action Bar, click Create Project. 3. Enter required information (indicated by asterisk). 4. Click Create.
Create Project Options

Once the project is created, four options are available.
FIG. 3.2: Four options are available after creating a project.
Steps
1. Click Add Activities and WBS.
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Lesson 3: Projects
Activities Tab
The Activities tab in P6 Web consolidates functionality that in previous versions was spread among three separate views (Activities, Activity Hierarchy and Gantt Chart.) When you enter the Activities tab for the first time, a dialog box is displayed with suggested steps to help you get started. The box, which only displays only if there is no data in the Activities tab, is disabled if you mark Do not show this again.
FIG. 3.3: Mark the checkbox if you do not want the help box to appear again.
Steps
1. Mark the Do not show this again checkbox, and then close the help box.
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Lesson 3: Projects
Activities Tab (continued)

New functionality in P6 Web significantly improves your ability to customize the display of data. The table below summarizes new icons on the Activities tab.
Table 2: Icons on Activities Tab Icon Functionality

Save changes made to activity data fields or schedule bars Cancel changes (before saving) Add activity Add child WBS Delete Show details for the selected WBS element or activity Schedule the project Excel import/export Cut/copy/paste Fill down Find in selected column E-mail Expand/Collapse all Zoom timescale to show all bars in the Gantt Chart Full-screen mode Display Progress Spotlight Show relationships Show/hide Gantt Chart Move WBS elements Print/Print Preview/Page Setup
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Lesson 3: Projects
Customizing Activity Views

When you manipulate items on the Activities tab -- for example, adding columns or grouping/sorting -- you can save these changes as a view. When your view is complete, you can share it with all users or a group of users. If you do not want to overwrite an existing view, always start your customization by clicking Save View As.
FIG. 3.4: Modify the name of the view here.
Steps
1. In the View drop-down list, select a global view, Default View. 2. Click Save View As. 3. Type a new view name, Customized View, and then click OK. 4. Click Customize View.
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Lesson 3: Projects
Customizing Activity Views (continued)

The Customize Activity View dialog allows you to modify how the data is displayed on the screen, and then save all the activity view information under a name for easy retrieval. The first two tabs, Columns and Grouping, offer the same functionality as in the previous version of Primavera.
FIG. 3.5: New tabs in the Customize Activity View dialog box.
Steps
1. View the Columns tab.
32
Lesson 3: Projects
Filters Tab
Filters limit the display of activities based on the parameters of the filter. There are two types of filters in P6 Web:

Standard Filters Pre-built filters for quick access. You cannot add or remove standard filters. Custom Filters Build your own filter by using multiple criteria.
Standard Filters
Standard filters allow you to quickly focus on specific data by selecting a filter from a drop-down list. For example, you can elect to display only activities that are completed. An additional field, Show activities finishing within the next, enables you to type a value if you select the Activities finishing within specified days filter.
FIG. 3.6: Select a Standard filter from the dropdown list.
Steps
1. Click the Filters tab. 2. Confirm Standard Filter is selected. 3. In the Standard Filter drop-down list, view standard filters.
33
Lesson 3: Projects
Custom Filters
You can add up to five criteria to build a custom filter for each Activity view. When you save the Activity view, the custom filter is saved as well. However, you cannot export or import a custom filter.
FIG. 3.7: Create your own filter by adding multiple criteria.
Steps
1. Select Custom Filter. 2. Use the Paramater and Is drop-down lists, and the Value field, to add filter criteria.
34
Lesson 3: Projects
Bars Tab
The Bars tab allows you to choose default bar settings, bar labels, timescale, and late or baseline bars. Note that you can change the timescale on the Gantt Chart as well.
FIG. 3.8: To show the baseline, select the Baseline Bar option.
Steps
1. Click the Bars tab. 2. Select an option, Baseline Bar.
35
Lesson 3: Projects
Access Tab
You can share the view you created with all users or a list of users.
FIG. 3.9: Choose to share view with all users or a list of users.
Steps
1. Click the Access tab. 2. In the This Activity view is available to field, select List of Users. 3. Select a user from the Available Users section and move to the Selected Users section. 4. Click OK. 5. Click Save View.
36
Lesson 3: Projects
Usability Enhancements
A number of enhancements have been implemented in the P6 Web.
Right-Click Shortcuts
The Right-click menu provides shortcuts for activity and WBS-related actions. Shortcuts are enabled depending on whether you select single or multiple activities or WBS elements. There are several shortcuts on the right-click menu not available on the Activities tabs Toolbar. For example, the right-click menu allows you to add a sibling WBS element and link selected activities.
FIG. 3.10: Rightclick menu offers some functionality not available on the Activities tab toolbar.
Steps
1. In Breadcrumbs, click Project. 2. Select a project, FUSYS - Finance System Upgrade. 3. Click the Activities tab. 4. Select a WBS node, and then right-click the mouse cursor.
Add, Delete, Modify WBS Elements

To add a WBS element, select the WBS element you want to add a child to, and then click . Click to delete a WBS element. Use to move WBS elements in the hierarchy. To change the ID, name or parent WBS, click and modify details.
Drag and Drop Columns

You can rearrange the order of columns in the Activity Table by clicking and holding the mouse cursor on a column, and then moving it to its new position.
37
Lesson 3: Projects
Using the Gantt Chart

An enhanced Gantt Chart is now integrated within the Activities tab. You can toggle the Gantt Chart off ( ) and on ( ) using the Toolbar icons. The Gantt Chart allows you to display and edit relationships, adjust durations, move dates and use the Progress Spotlight.
FIG. 3.11: Click to zoom to fit.
Steps
1. In the View drop-down list, select Relationships. 2. Click to zoom to fit the Gantt Chart.
Adjusting Timescale
Right-click on the Timescale to adjust it.
FIG. 3.12: Timescale options are available by right-clicking.
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Lesson 3: Projects
Adjusting Timescale (continued)

FIG. 3.13: Zoom into a specific time period.
Steps
1. In the timescale, click where the time period starts. When you release the mouse button, the cursor turns into a double arrow. 2. Move the mouse to the end of the time period. As you move the mouse, the timescale is highlighted. 3. Click at the end of the time period.
Adjust Durations
You can quickly adjust an activitys duration by lengthening or shortening its bar in the Gantt Chart. Click your mouse cursor on a bar in the Gantt Chart. Handles (small white squares) display at the end of each bar. Place your cursor on the handle until a line with two arrows appears. Drag the bar to the right to increase duration; drag to the left to decrease duration.
Move Activity Bars

To move the activity without changing its duration, click the Activity bar and drag it left or right.
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Lesson 3: Projects
Managing Relationships
Use icons to turn on or off relationship lines. You create, modify and delete relationships directly in the Gantt Chart.
Create Relationships Right-click on an Activity bar and select Create Relationship. Select the Start or End square of the Activity bar and drag the line to the successor/predecessor activitys Start or End. Delete Relationships Select a relationship line, right-click and select Delete Relationship. Edit Relationships Select a relationship line, right-click and select Edit
Relationship.
FIG. 3.14: Edit Relationship type or lag.
Using Progress Spotlight

Click to turn on the Progress Spotlight on the Gantt Chart. Activities within the spotlight period are highlighted. You can then adjust the spotlight by extending it on the Gantt Chart.
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Lesson 3: Projects
Calculated User-Defined Fields

A calculated project user-defined field is a unique type of project user-defined field that has a formula associated with it. The formula automatically calculates values for the field. You can also assign graphic indicators for calculated values. Once defined, you can display calculated project user-defined fields in the Project Statistics portlet, which is available on the Project Workspace or on any dashboard. You can also display them in the Portfolio Views portlet on any dashboard, or on the Portfolio Analysis tab. On the Project User Defined Fields page, fields are categorized by Data Type, such as Text, Cost, and Integer. Click on a user-defined field to edit it. Note that you may not be able to edit the field if values are already assigned to it.
FIG. 3.15: Userdefined fields are categorized by Data Type.
Steps
1. Click Administration. 2. Click Project User Defined Fields.
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Lesson 3: Projects
Creating a Calculated User-Defined Field

Click Create User Defined Field to create a new field. The top section of the page includes the following fields:

Title Displays the name of the field. This is a required field. Data Type Determines the type of data you can enter for the field, such as text, numbers, or dates. Calculation Type A calculation enables you to define a formula to calculate the value of the field. To specify a calculation, select Formula; if no calculation is required for the field, select Manual.
In the example below, a project manager wants to create a calculated userdefined field that will give her a quick glance of what percent of a projects activities have been completed or in.
FIG. 3.16: Choose Manual or Formula in the Calculation Type drop-down list.
Steps
1. In the Title field, type <Completed Activities>. 2. In the Data Type drop-down list, select Number. 3. In the Calculation Type drop-down list, select Formula.
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Lesson 3: Projects
Creating a Calculated User-Defined Field (continued)

To measure the percentage of completed activities, the project manager creates a formula of Completed Activities / Total Activities x 100. The result will be a percentage of completed activities to total activities. For example, if Completed Activities=25 and Total Activities=75, the percentage is 33%.
FIG. 3.17: Select a field in the Fields drop-down list, and then click Insert Field.
Steps
1. In the Fields drop-down list, select Actual Completed Activities (in the Number of Activities grouping). 2. Click Insert Field. 3. Click .
4. In the Fields drop-down list, select Total Activities.

You can also type or
edit the formula manually.
5. Click Insert Field. 6. Click 7. Type <100>
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Lesson 3: Projects
Creating a Calculated User Defined Fields (continued)

After the formula is set, she will assign four graphic indicators to represent values: a red pie indicator for 0 percent; a quarter-filled pie indicator for between 0 and 25 percent activities completed; a half-filled pie indicator for 25 and 50 percent activities completed; and a three-quarter-filled pie indicator for more than 50 percent. Options at the bottom of screen enable you to choose whether the data value or the indicator, or both, are displayed when the field is viewed.
FIG. 3.18: Click to select a graphic indicator.
Steps
1. In the first row Parameter drop-down list, select equals. 2. In the Value field, type <0>. 3. Click in the Indicator field, and then select a red pie indicator, .
4. In the second row Parameter drop-down list, select is within range of. 5. In the Value field, type <0>. 6. In the High Value field, type <25>. 7. Click in the Indicator field, and then select a quarter-filled pie indicator, 8. In the third row Parameter drop-down list, select is within range of. 9. In the Value field, type <25>. 10. In the High Value field, type <50>. 11. Click in the Indicator field, and then select a half-filled pie indicator, 12. In the fourth row Parameter drop-down list, select is greater than. 13. In the Value field, type <50>. 14. Click in the Indicator field, and then select a three-quarter-filled pie indicator, 15. Click Save. . . .
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Lesson 3: Projects
Viewing a Calculated User-Defined Field

You can view the field you just created in the Project Statistics portlet on the Johns Projects dashboard.
FIG. 3.19: Calculated userdefined field is displayed in Project Statistics portlet.
Steps
1. Click Dashboards. 2. Confirm Johns Projects dashboard is selected. 3. In the Project Statistics portlet, click Customize. 4. In the Available Columns section, expand a grouping, User Defined. 5. Select a data item, Completed Activities, and then use the arrow to move it to the Selected Columns section. 6. Click Save.
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Lesson 3: Projects
46
LESSON 4
Portfolios
Objectives
In this lesson you will learn about new functionality in the Portfolios section. At the completion of this lesson, you will be able to:

Create a portfolio favorite Compare portfolios Create a scorecard Create a bubble chart View waterline analysis Create a scenario View capacity planning
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Lesson 4: Portfolios
Selecting a Portfolio
You must select a portfolio when you enter the Portfolios section. You can select from:

Global portfolio Portfolios available to all users, created manually. Global filtered portfolio Portfolio available to all users, created via filter. User portfolio Portfolio available to a single user, created manually User filtered portfolio Portfolio available to a single user, created via filter.
Only those portfolios that are available to you are listed. Click
FIG. 4.1: Select a portfolio when entering the Portfolios section.
to expand portfolio lists.
Steps
1. Click Portfolios.
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Creating Favorites
Favorites enable you to list frequently accessed portfolios so you can quickly select them when entering the Portfolios section.

To access favorites, click Favorites in the Group by drop-down list. Favorites are organized by portfolio name and by project code. Click Edit Favorites to add or delete a favorite. Choose to organize by project portfolios or project codes.
FIG. 4.2: Favorites can be selected based on portfolio or project code.
Steps
1. Click Edit Favorites. 2. Use arrow to move a portfolio from the Available Project Portfolios section to the Selected Project Portfolios section. 3. Click Save.
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Creating Favorites (continued)

FIG. 4.3: Portfolio favorites are listed.
Steps
1. In the Group by drop-down list, click Favorites. 2. Click in the Portfolio Favorites section, and then select a portfolio.
3. Click the Analysis tab.
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Portfolio Analysis Tab

The Portfolio Analysis tab offers new functionality in P6 Web. From this tab, you can conduct a side-by-side comparison of two portfolios, and apply what-if analysis and waterline analysis techniques to assist with executive-level decision-making. The table below summarizes new icons in the Analysis tab.
Table 3: Icons in Analysis Tab Icon

Save Save view as new portfolio view or as a new scenario. Also, designate users who can access view or scenario Cancel changes Add project Delete project Assign a project to this portfolio Create a new portfolio from the selected projects Create portfolio view Waterline Maximize Export to spreadsheet Print
Functionality
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Analyzing Portfolios
The Analysis tab is divided into two sections. You can display the same portfolio in both sections, or you can compare two different portfolios.

To compare portfolios vertically, click To compare portfolios horizontally, click
. .
The top (or left) section always displays data about the portfolio you selected when you entered the Portfolios section. The bottom (or right) section displays either the same portfolio in the top (or left) section, or a portfolio based on the selection in the Filter By field. Two key parameters define what is displayed in each portfolio section.

FIG. 4.5: Data in the bottom (or right) section can be based on the portfolio selected in the Filter by field.
Scenario Defines what is displayed, either the latest (summarized) data or a previously saved historic snapshot data. View Defines how the scenario data is displayed (for example, pie chart, stack histogram, bubble chart, etc.)
Steps
1. In the bottom portfolio section, click 2. Select a portfolio. in the Filter by field.
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Selecting Portfolio Views

Portfolio views enable you to customize the display of data. Once you create a portfolio view and save it, you can share it with others. Portfolio views can be added to dashboards as well. Two types of views are available:

Scorecard Textual display, with options to manipulate columns, grouping and sorting, and waterlines. Chart Graphical display, with options to specify parameters, grouping options, and color scheme. Bubble charts and pie charts are available.
Select a portfolio view by clicking the View drop-down list. Items in the list are categorized by their view type. Click Click
FIG. 4.7: Available views are listed in the View dropdown list.
to expose options for customizing a view. to hide options.
Steps
1. In the topView drop-down list, select a scorecard, Percent Complete.
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Creating a Portfolio View

You can manage portfolio views directly in the Analysis tab by clicking . You can also click Manage Portfolio Views or Manage Scenarios in the Action Bar when you enter the Portfolios section. There, you can also edit or delete existing views. You can create a portfolio view anew or copy an existing one. In the example below, you will create a new portfolio view based on an existing scorecard, Planned Projects. The scorecard was created to help the organization decide which projects to fund in the upcoming fiscal year, based on:

FIG. 4.8: Click to create a new Portfolio view.
Total allocated budget for projects in the upcoming fiscal year. Combined At Completion Costs of the proposed projects. Each projects priority within the organization, expressed via Project Score.
Steps
1. In Breadcrumbs, click Portfolios. 2. In the Group By drop-down list, select Favorites. 3. Click to expand a grouping, Portfolio Favorites.
4. Select a portfolio, Planned Projects. 5. In the Analysis tab, click .
6. In the Create View dialog box, expand groupings Copy Existing View and Scorecards. 7. Select a scorecard, Planned Projects, and then click OK.
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Waterline Analysis
A waterline can help you analyze a portfolio and model your strategy. It sorts projects in a scorecard view into two separate groups based on the defined sorting and constraint limit. Projects above the waterline, displayed with a white background, are those that collectively meet the constraint limit value; all other projects, displayed with a blue background, appear below the waterline. Projects are sorted according to the sort by and sort order options you specify when you define the waterline. At any time, you can click any column header to change how projects are sorted. When you change the sorting for projects, the waterline is recalculated based on the new sort selection. To manually exclude or include projects in the selected portfolio, mark or clear the checkbox beside each project. As you exclude or include projects, the waterline is recalculated. In the sample below, a project manager has an annual budget of $230,000. For the waterline analysis, she will set a constraint of $230,000 in At Completion Total Cost, and use the Project Score to sort the projects in descending order, from highest score to lowest. The waterline will display projects that fit the budgetary constraint but also align with the organizations priorities as indicated by the Project Score.
FIG. 4.9: Set the waterline parameters and sorting options.
Steps
1. In the Title field at the top of the page, type < $230,000 Budget>. 2. Scroll down to the Waterline section. 3. In the Value field in the Waterline section, type <230000>. 4. In the First Rank by drop-down list, confirm Project Score. 5. Click Save.
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Waterline Analysis (continued)

You can modify the waterline manually by removing or adding projects. In this example, the annual budget, $230,000, would not allow the next project, Finance System Upgrade to be included the waterline. However, you can include a smaller project, Upgrade Network, by marking its checkbox.
FIG. 4.10: Projects above the waterline meet budgetary constraint and are sorted by Project Score.
Waterline
Steps
1. Mark the checkbox next a project, Upgrade Network.
FIG. 4.11: Waterlin e remains fixed even after you add a project to bring At Completion Total Cost closer to $230,000 limit.
Waterline
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Scenarios
You can save the currently selected view as a new scenario. Saving a view as a scenario enables you to preserve it, along with the data displayed for the selected portfolio, at that exact point in time. A scenario also preserves the list of all users who can access the view. Scenarios are useful in creating a historical record. For example, a project manager might save a scenario so he can refer back to the specific data on which he based a decision -- for example, which projects to fund for the year. When you display a scenario, the data that displays is specific to the projects included in the group at the time the scenario was created. The view associated with the scenario at the time it was created displays in the View drop-down list. While you can select another view to display a different layout of project information for project data saved with the scenario, you cannot modify the actual project data.The selected Scenario determines whether the data displayed in the portfolio view is the latest summarized data or a historical snapshot. In the example below, <Latest Data> is selected in the Scenario drop-down list, meaning that the data displayed will always reflect the latest summarization in the database. In order to lock the current data for future reference, you need to save the current view as a scenario.
FIG. 4.12: Data displayed reflects the latest summarization.
57
Scenarios (continued)
To save a view as a scenario, click the
FIG. 4.13: Click here and change the default callout.
(Save As) icon.
Steps
1. Click .
2. In the Title field, type <$230,000 Budget Plan>. 3. In the Save the portfolio view as a field, select New scenario. 4. Click Save.
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Comparing Scenarios
You can use the bottom pane of the Analysis tab to compare scenarios. In the example below, the project manager will create a second scenario in the event the budget allocated for projects is increased to $530,000.
FIG. 4.14: Second view is added.
Steps
1. In the bottom pane, click .
2. Select a portfolio, Planned Projects. 3. In the bottom pane, click to create a new view.
4. In the Create View dialog box, expand groupings Existing View and Scorecard. 5. Select a scorecard, $230,000 Budget Plan, and then click OK. 6. In the Title field, type <$530,000 Budget>. 7. Scroll down to the Waterline level section. 8. In the Value field, type <530000>. 9. Click Save.
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Comparing Scenarios (continued)

If you want to lock data in place, you must save the view you just created as a scenario.
FIG. 4.15: Both views are saved as scenarios.
Steps
1. Click .
2. In the Title field, type <$530,000 Budget Plan>. 3. In the Save the portfolio view as a field, select New scenario. 4. Click Save.
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Charts
A chart is a type of portfolio view you can use to analyze project data in a graphical format. You can view data in any one of the following chart formats:

Histogram Stacked histogram Side-by-side histogram Pie chart Bubble chart
A bubble chart is useful when you want to analyze three independent project variables at one time. The x-axis represents one data field, the y-axis represents a second field, and the size of the bubble represents a third field. In the example below, the Duration - Risk Analysis Bubble chart displays Risk Level on the x-axis, Duration on the y-axis and Project Score as bubble size.
FIG. 4.16: Bubble chart is selected in the bottom pane.
Steps
1. Select a Scenario in the upper pane, $530,000 Budget Plan. 2. Select the same Scenario in the lower pane, $530,000 Budget Plan. 3. In the lower pane View, select a Bubble chart, Duration - Risk Analysis.
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Charts (continued)
If the selected portfolio and scenario are the same in both panes, charts only display data for selected projects. As you select and deselect projects, the chart dynamically reflects this in the display. In the example below, you could use the Bubble chart to decide whether, based on risk level and duration, Quick Web Project or Upgrade Network should be included in the scenario.
FIG. 4.17: Compare risk level of selected projects.
Steps
1. In the upper pane, select mark the checkbox next to a project, Upgrade Network. 2. Compare the risk level and duration of Quick Web Project and Upgrade Network.
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Charts (continued)
In another example below, you will view the At Completion Total Cost for each project in a portfolio, represented in a pie chart.
FIG. 4.18: Pie chart is displayed.
Steps
1. Click to create a new view.
2. In the Create View dialog box, expand a grouping, Create New Portfolio View. 3. Select New Pie Chart, and then click OK. 4. In the Title field, type <At Completion Total Cost>. 5. In the Data drop-down list, select At Completion Total Cost (in the Cost grouping). 6. In the Group By drop-down list, select Project (in the General grouping). 7. Click Save.
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Charts (continued)
After the chart is displayed, click further.
FIG. 4.19: Mark checkbox to view labels in chart.
to access options to customize it
Steps
1. Click .
2. Mark a checkbox, Group By Label.
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Capacity Analysis
The Capacity Analysis tab enables you to analyze role staffing requirements and allocation over time for each project in the portfolio, EPS, or project code you select on the Portfolios Home page.
Table 4: Icons in Capacity Analysis Tab Icon

Save Save as new scenario. Also, designate users who can access scenario Cancel changes Create a new portfolio from the selected projects Show Scorecard only Show Scorecard and Gantt Chart Show Capacity Planning Chart
Functionality
Capacity Planning Chart offers four types of data display:
Table 5: Icons in Capacity Analysis Chart Icon Functionality

Stacked Histogram: Displays total at completion units or costs over time for the combination of selected roles and projects, in stacked histogram format. Area Chart: Displays total at completion units or costs over time for the combination of selected roles and projects, in area chart format. Net Availability: Displays each selected role's under- or overallocated units over time for the combination of projects. Bars placed above the limit line indicate net under-allocation for the associated role during the displayed timeperiod; bars placed below the limit line indicate net over-allocation for the associated role during the displayed timeperiod. The limit line is always placed at zero. If the total units for a role equals the limit, no bar is displayed for that role Spreadsheet: Displays total at completion units or costs over time for the combination of selected roles and projects, in a spreadsheet.
65
Capacity Analysis (continued)

The Capacity Analysis tab is divided into the following quadrants:
The top left quadrant displays scorecard data for each project in the project group. When a project's corresponding checkbox is marked in the scorecard, the project's role allocation is included in the Capacity Analysis chart (bottom right quadrant). You can customize the columns that appear in the scorecard. The top right quadrant is a Gantt Chart that displays current and forecast data according to the specified timescale. Each project in the scorecard has two corresponding bars: the Current Bar (top) and Forecast Bar (bottom). The Current Bar shows project progress in blue, while green indicates remaining work. The Forecast bar displays the project's forecast dates in orange. The bottom left quadrant displays roles according to the Group By option you specify. You can choose to group roles by roles assigned to projects in the current project portfolio, the role hierarchy, or role teams. The allocations for the roles you select are included in the Capacity Analysis chart (bottom right quadrant). The bottom right quadrant displays the Capacity Analysis chart as a stacked histogram, area chart, or availability chart. You can choose to display role allocation over time per project, role, or project code, or you can choose to display staffed versus unstaffed units or costs.
FIG. 4.21: Capacity Planning tab is divided into four quadrants.
66
Using the Capacity Planning Tab

In the example below, a resource manager wants to analyze the allocation of the role, Database Administrator, in the Planned Projects portfolio. As you move the time line on the Gantt Chart, the Capacity Planning Chart is adjusted accordingly. The limit line shown in red can be calculated from the role limit, entered in P6 client-server, or from the roles associated primary resource. The limit line source is set in the Preferences.
Steps
1. Click the Capacity Planning. 2. In the lower-left quadrant, clear the checkbox next to Planned Projects to deselect all roles. 3. Select a role, Database Administrator.
67
Analyzing Staffed vs. Unstaffed Assignments

When the Stacked histogram ( ) chart type is selected, you can decide what the displayed data is stacked by. In the example below, you can view staffed vs. unstaffed role assignments for the Database Administrator.
FIG. 4.23: Unstaffed role assignments.
Steps
1. From the Stacked by drop-down list, select Staffed vs. Unstaffed. 2. Move the timeline on the Gantt Chart to show Apr-2011.
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Analyzing Scenarios
The Capacity Planning tab allows you to create and update scenarios that provide varying snapshots of project and role allocation data. After conducting your analysis, you can create new portfolios containing only the projects that meet your planning criteria.
FIG. 4.24: Select a scenario here.
69
70
LESSON 5
Resource Planning
Objectives
This lesson covers enhancements to Resource Planning in version 6.0. At the completion of this lesson, you will be able to:

View all levels of the WBS Assign roles Allocate by percentage Copy/paste in the spreadsheet Drag values to adjacent cells Filter by resource team and role team View new options to customize the spreadsheet
69
Lesson 5: Resource Planning
Resource Planning Enhancements

Resource Planning in P6 has been enhanced to help you specify project-level and WBS-level allocation data for individual resources and roles across a project lifecycle.
Plan at All Levels of WBS

While version 5.0 allowed you to allocate resources at one level of the WBS, version 6.0 enables you to drill down to all levels of the WBS.
FIG. 5.1: All levels of the WBS can be viewed in the spreadsheet.
Steps
1. Click Resources. 2. In the Action Bar, click Plan Resources. 3. Click in the Filter by field.
4. Select a project with multiple WBS elements. 5. Click Full Screen to maximize display of the spreadsheet. 6. Click 7. Click to expand WBS elements. to return to the browser view.
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Assigning Roles
Version 6.0 enables you to assign roles in the Resource Planning Spreadsheet. This functionality is particularly useful in long-range planning as roles serve as a placeholder for specific resources who can be assigned at a later date. Note that when assigning roles, there is no row for Available. This is because the Available row is based on the resource calendar, which a role does not possess. The default project calendar is used for role allocation.
FIG. 5.2: Roles can be assigned in Resource Planning.
Steps
1. Select a WBS element. 2. Click to assign a role.
3. Select a role, and then click Assign and Close. 4. Type allocation for the role in a few cells in the spreadsheet.
71
Allocating By Percentage
Version 6.0 enables you to quickly assign allocation by typing a percentage of a resources available units at the WBS or project level, rather than typing allocated hours into individual cells. The percentage is linked to the resources max units/time in the resource calendar. For example, if a resource max units/time is 8h/day or 40h/week, type 25% in the % Allocation column to assign the resource to 2h/day or 10h/ week. Change time units in the spreadsheet to display hours for this example.
FIG. 5.3: Available row indicates hours that the resource is available each month.
Steps
1. Click Customize. 2. In the Time Units Display drop-down list, select Hour, and then click Save. 3. Select a WBS element in the spreadsheet, and then click 4. Select a resource, and then click Assign and Close. 5. In the spreadsheet, select the resource you just assigned. 6. In the Start field, confirm the Start date. 7. Double-click in the Finish field and select a date to match the Finish date of the selected WBS. .
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Allocating by Percentage (continued)

8. In the % Allocation column, type <25>, and then click Enter. In the example above, the resource is now allocated 10 hours in November and 42 hours in December and January. The resource is allocated only 10 hours in November because the WBS begins on November 22. For the two full months of work, December and January, the resource is allocated for 42 hours in each month or 25% of the 168 hours of availability in each month.
73
Copy/Paste in Spreadsheet
You can copy/paste spreadsheet rows if you want to apply allocation information and resource/role assignment -- either within the same WBS node or in a different node or project. Select the row that you want to copy, then click You can also click or right-click choose Copy.
if you want to cut instead of copy. or right-
Select the WBS or project where you want to paste, and then click click and choose Paste.
When you copy a resource row in the same WBS node, it copies allocation information but leaves the resource field blank. You can assign another resource to the row. Resource name is copied if you copy to a different node.
FIG. 5.5: When pasted in same node, resource name is not copied.
When pasted in a different node, resource name is copied.
Steps
1. Select a row in a spreadsheet where a resource is assigned. 2. Click . .
3. Select the same WBS node, and then click
Note that allocation information is pasted but resource name is not. 4. Select a different WBS node, and then click .
Note that allocation information and resource name is pasted.
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Click/Drag Values into Adjacent Cells

You can quickly copy a value in a cell into adjacent cells in the same resource assignment row in timescale fields by dragging the fill handle (the white box found on the lower-right corner of the selected cell). To fill the same value into adjacent cells, click on the cell that contains the value and select the fill handle until + the sign appears, then drag it across cells you want to fill.
FIG. 5.6: Fill handle a small white box appears at the bottom right of the cell.
Steps
1. Select a cell that contains allocation units. 2. Place your cursor on the fill handle the small white box at the bottom right of the cell. 3. Drag the fill handle to an adjacent cell.
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Splitting Resource/Role Allocation

You can split a resource's or role's units that are allocated toward a project or WBS between another resource. For example, you may initially assign all work on a task or project to one resource, then decide you want to assign another resource to the task or project and split the units 50:50. To split a resource's units that is allocated toward a project between another resource, click in the resource assignment row, or right-click and select Split. In the Select a resource window, select the resource with whom you want to split the units. In the What percentage ... field, specify what percentage of the units you want to allocate to the selected resource.
FIG 5.7: Use dialog box to select resource and specify percent of allocation to be assigned.
If necessary, select the Start Date and Finish Date.
Steps
1. Select a resource row with allocation. 2. Click .
3. Select a resource. 4. Type a value in the What percentage ... field. 5. Click Assign.
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Splitting Resource/Role Allocation (continued)

In the example below, allocation is split between the two resources. Note that the Available Units is also adjusted for the resource who had been allocated at 100 percent. You can also split the units across a time range without assigning any percentage. For example, two resources might work for a task jointly: the first resource is allocated from Jan 15, 2006 (Start) to April 15, 2006 (End), the second resource is allocated from March 15, 2006 (Start) to April 15, 2006. Primavera splits the units between the two resources across the specified time range; the total units and timescale allocated units for both the resources are recalculated and updated in the spreadsheet.
FIG. 5.8: Allocation is split between two resources.
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Resource Teams and Role Teams

Version 6.0 enables you to filter by resource team and role team, providing enhanced flexibility in long-range planning. You can assign projects or WBS nodes to resources and roles when filtered based on resource teams and role teams. Select the resource row, and then click Project. or right-click and choose Assign
In the Assign Project dialog box, select a project and then:

Click Assign to assign a project. Click Assign WBS and then select a WBS node.
Steps
1. Click in the Filter by field.
2. In the Select drop-down list, select Resource Teams. 3. Select a resource team, and then click OK.
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Resource Teams and Role Teams (continued)

FIG. 5.10: Resource is assigned to project in spreadsheet, though you must still allocate units.
4. Select a resource in the spreadsheet, and then click 5. Click Assign. 6. Select a project. 7. Click Assign, and then click Close.
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New Options to Customize Resource Planning

Several new options are available in the Customize Spreadsheet dialog box:
Show other assignments when filtered by resources or roles Mark checkbox to hide other assignments when filtering by resource, resource code, or resource team, allowing you to focus solely on the assignments for the selected resource/role and hide other resource/role assignments in the project. Automatically summarize on leaving spreadsheet Mark checkbox You can to automatically summarize when you leave the spreadsheet, ensuring that allocation data entered in the spreadsheet can be viewed in other areas of Primavera. (You must also enable the High level resource planning option in Projects Details to view allocation data entered in the spreadsheet.) Show only unassigned role requests Mark checkbox to view only role requests where a resource isnt already assigned. Select columns Click the Columns tab and select columns to display in the spreadsheet.
Steps
1. Click Customize and review options. 2. Click the Columns tab, and then click Cancel.
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LESSON 6
6.0 Client/Server Features

Objectives
This lesson describes the new features included in P6 Client/Server. The features included in this lesson are:

Future period bucket planning Display and hide grouping band totals Shrink the vertical band size Search in pop-up dialog boxes Type-ahead in drop-down lists Include baselines when copying projects Role limits Project-specific layouts Reflection projects
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Lesson 6: 6.0 Client/Server Features
Future Period Bucket Planning

The Future Period Bucket Planning feature enables you to manually distribute units on a resource or role assignment.
You can only edit
the planned and remaining early units for activities that have a Fixed Duration & Units or Fixed Duration & Units/Time duration type.
Usually, when an assignment is added to an activity, Primavera evenly spreads the budgeted work over the duration of the activity. The remaining work is spread linearly over the Remaining Duration, or based on a pre-defined resource curve. For example, a one-week activity with 40 budgeted units is spread evenly, as follows, assuming a daily timescale:
Day 1
8 8
Day 2
8
Day 3
8
Day 4
8
Day 5
This type of distribution may be incorrect for some activities in your project. For example, some activities may need work performed at varying levels of effort. To accurately reflect the work needed for the duration of an activity, you can manually add and edit the planned work and remaining work for each time period, over the duration of the assignment. In the following example, the same one-week activity has 20 actual units. The remaining 20 units of work need to be adjusted to finish the activity on time. The two remaining buckets reflect the adjustments:
Day 1
8 actual
Day 2
8 actual
Day 3
4 actual 10
Day 4
10
Day 5
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Future Period Bucket Planning (continued)

The Bucket Planning feature is available in the Resource Assignments window, and in the Resource Spreadsheet in the Activities window. In the Resource Spreadsheet, you can edit the Planned Units and Remaining Units in the spreadsheet cells. The time buckets are based on the timescale displayed. If using future period bucket planning, Web scheduling is not available for WBS Summary and Level of Effort activities with Fixed Duration & Units/Time duration type.
Steps
1. Open a project, BLDG-BP. 2. In the Directory bar, click Resource Assignments. 3. In the Layout Options bar, click Layout, Open. 4. Select a layout, Bucket Planning, and then click Open. 5. Select an activity for a resource assignment. Note: The activity must have a duration type of Fixed Duration & Units or Fixed Duration & Units/Time. 6. In the Resource Spreadsheet, scroll to a future bucket period. 7. Click in the cell and type a value.
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Edit Future Buckets Security Privilege

A new project-level security privilege, Edit Future Periods, enables you to add, edit, and delete future bucket periods in the Resource Assignments window. To edit future periods, you must also have the project-level privilege Add/Edit Project Activities Except Relationships.
FIG. 6.2: Edit Future Periods is a new privilege.
Steps
1. In the Admin menu, click Security Profiles. 2. Choose Project Profiles. 3. In the Privilege section, scroll to the privilege, Edit Future Periods. 4. Click Close.
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New Settings in the Group and Sort Dialog Box

The Group and Sort dialog box has new settings that enable you to customize the Projects and Activities windows.
Display and Hide Grouping Band Totals

The Show Group
Totals setting is only
available in the Activities window.
A new checkbox in the Group and Sort dialog box, Show Group Totals, enables you to choose to display or hide the total values for grouping bands. If you mark the Show Group Totals checkbox, you have the additional options to Show Grand Totals and Show Summaries Only.
FIG. 6.3: Two options are available in Show Group Totals.
Steps
1. In the Directory bar, click Activities. 2. Click the Layout Options bar, and select Group and Sort. 3. Mark the Show Group Totals checkbox. 4. Click in the field in the Group By column, and select WBS level 1. 5. Click OK.
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Shrink Vertical Band Size

A new setting in the Group and Sort dialog box enables you to minimize the width of the vertical grouping bands displayed in the Activity Table. This setting is available in windows that have the Group and Sort by, Customize layout option.
FIG. 6.4: Mark to shrink vertical grouping bands.
Steps
1. In the Directory bar, click Projects. 2. Click the Layout Options bar, and select Group and Sort By, Customize. 3. Mark the Shrink Vertical Grouping Bands checkbox. 4. Verify the grouping selected in the Group By column, EPS level 1. 5. Click OK.
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Search in Pop-Up Dialog Boxes

In the Search field, you can type a string of text to display a filtered list of data whose name begins with this text. The Search field is now available in all popup dialog boxes in Primavera. In previous versions of Primavera, you could use the Search function only in certain dialog boxes. The type ahead feature also works in drop-down lists. For example, in the
Activity Type drop-down list in the General tab in Activity Details, type <t> in the drop-down list and Task Dependent is displayed.
FIG. 6.5: Type in Search field to activate type ahead feature.
Steps
1. In the Directory bar, click Activities. 2. If Activity Details are not displayed, click the Layout Options bar and select Show on Bottom, Activity Details. 3. Click the Resources tab. 4. Click Add Resources. 5. In the Display Options bar, click Filter By, All Resources. 6. In the Search field, type <joh> and view names that are displayed. 7. Click Close.
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Include Baselines When Copying Projects

You can include a projects baselines when copying a project. The Baselines checkbox, in the Copy Project Options dialog box, enables you to copy the baseline.
FIG. 6.6: Mark the Baselines checkbox to copy the projects baseline.
Steps
1. In the Directory bar, click Projects. 2. Select a project. 3. In the Edit menu, click Copy. 4. In the Edit menu, click Paste. 5. Mark the Baselines checkbox.
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Copy Baselines Dialog Box

When you select the Baselines option, then click OK, the Copy Baselines dialog box enables you to select which baselines to include with the copy of the project. The Project Baseline column indicates if a baseline is the Project Baseline. Mark the Copy checkbox for the baselines you want to copy.
FIG. 6.7: Mark a checkbox in the Copy column to indicate baselines that you want to copy.
Steps
1. Click OK. 2. Click Cancel.
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Admin Preferences Setting for Copying Baselines

You can copy a
maximum of 50 baselines.
The amount of baselines you can select to copy is based on an Admin Preferences setting. In the Admin, Admin Preferences, Data Limits tab, you can specify the maximum amount of baselines a user can copy.
Steps
1. In the Admin menu, select Admin Preferences. 2. Click the Data Limits tab.
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Role Limits
New functionality in P6 enables you to establish allocation limits for roles. In the Roles dialog box, click the Limits tab to specify available quantities (limits) for a role. Setting limits helps you quickly identify areas of role overload in Resource/Role Usage Profiles. You can define an unlimited number of role limits for each role; however, the effective date must be unique.
FIG. 6.9: Max Units/Time can be defined for a role.
Steps
1. In the Enterprise menu, click Roles. 2. Click the Limits tab. 3. In the Limits tab, click Add. 4. Enter values in the Effective Date and Max Units/Time fields.
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Role Limits (continued)

By default, role limits are calculated based on the limit defined for each roles primary resource, which may not accurately reflect a roles planned allocation. In the Resource Analysis tab in User Preferences, Resource Analysis tab, you can choose to display role limits based on the custom role limits you define or based on the calculated primary resources limit.
FIG. 6.10: Two options are available for displaying the role limit.
Steps
1. In the Edit menu, click User Preferences. 2. Click the Resource Analysis tab. 3. View the settings for Display the Role Limit based on.
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Project-Specific Layouts
A new feature in P6 enables you to save project-specific layouts in the Projects, Activities, Assignments, WBS, and Tracking windows. These layouts offer two key advantages:

Project-specfic layouts, with filters, are exported with the project when it is exported. Project-specific layouts can minimize the need to save layouts as global.
Project is an option in the Available to drop-down list when you click Layout, Save As in the Layout Options bar. If you choose the Project option, you can
elect to apply the layout to any project that is currently open in Primavera. Though project-specific layouts can be applied to multiple projects, you can only select one project at a time in the Layout Save As dialog box.
FIG. 6.11: Project is a new option in the Save Layout As dialog box.
Steps
1. In the Directory bar, click Activities. 2. In the Layout Options bar, click Layout, Save As. 3. In the Layout Name field, type a name for the layout. 4. In the Available To drop-down list, select Project. 5. In the Project field, confirm that the name of the currently opened project is selected. 6. Click Save.
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Project-Specific Layouts (continued)

After a project-specific layout is saved, it can be viewed in the Project band in the Open Layout dialog box.
FIG. 6.12: Projectspecific layouts are listed in the Project band.
Saving Filters with Project-Specific Layouts

When saving a project-specific layout, only global and layout filters may be applied. If a user filter is applied to a project-specific layout, the filter is copied and added to the layout filters section, enabling any user opening the projectspecific layout to view filtered data.
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Reflection Projects
A reflection is a copy of a project that significantly enhances your ability to conduct what-if analysis. A reflections project status is What-If but, unlike What-If projects in earlier versions of Primavera, timesheet records and baselines in the source project are copied to the reflection project. This means that if you decide to convert the reflection project into the active project, baseline and timesheet data is in place. Creation of a reflection project also enables team members or other Primavera users to update status of activities in which they are designated Activity Owner. You, then, have the ability to review these changes and decide which to merge into the source project.
Creating a Reflection Project

A reflection project is created in the Projects window. Select a project, rightclick in the Project Table, and then click Create Reflection.
FIG. 6.13: Rightclick in the Projects Table and select Create Reflection.
Steps
1. In the Projects window, select a project. 2. Right-click in the Project Table, and then click Create Reflection.
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Creating a Reflection Project (continued)

The reflection project has the following characteristics:

Same name as the original source project, with reflection appended to it.
What-If status.
Contains an internal link to the source project that allows the application to merge changes to the reflection into the source project. Contains timesheet and baseline data. If the source project contains baselines, the Copy Baselines dialog is displayed, enabling you to select which baselines should be copied to the reflection project.
You can add a column, Source Project, in the Projects window to view the reflection projects source project.
FIG. 6.14: Source Project column is displayed.
Steps
1. In the Layout Options bar, click Columns, Customize. 2. Click + to expand a grouping, General. 3. Select a data item, Source Project, and move it to the Selected Items section. 4. Click OK.
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Making Changes to the Reflection Project

You can use the reflection project to test different project scenarios and then merge selected changes back into the source project. Or, you can designate other individuals to update the project and then review their work before merging the changes into the source project:
Import/Export You can export a reflection project as an .XER file and then send it to third parties subcontractors, for example who import the file into their database. After making changes to the project, third party users can reexport the file and send the resulting .XER file back to you. By importing the .XER file back into your reflection, you can decide which changes to keep when you merge the reflection back to the source. Activity Owner This is a new designation in version 6.0. An Activity Owner who has the required Primavera Web application license and privileges can update the status and other details of activities in which they are designated as owners. By offering an Activity Owner OBS access to a reflection project rather than its associated active source project you can collect the data you require and, through a review process, ensure data integrity for the active project. (More on Activity Owner later in this lesson.)
Note that Admin Superuser or Project Superuser security is required to merge changes back into the source project.
FIG. 6.15: Reflection project is opened.
Steps
1. In the File menu, click Open. 2. Select the reflection project, and then click Open. 3. In the Directory bar, click Activities.
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Making Changes to the Reflection Project (continued)

After opening the reflection project, you can make changes to it, including changing activity status and resource assignments. When the changes are complete, close the project and return to the Projects window, where you can right-click in the Projects table and then click Merge Reflection into Source Project.
FIG. 6.16: Rightclick in Projects window and then click Merge
Reflection into Source Project.
Steps
1. Select an activity in the reflection project and in the General tab in Activity Details, mark the Started checkbox. 2. Select a different activity and in the Resources tab, add a resource assignment. 3. Select a different activity and in the Relationships tab, add a successor or predecessor. 4. In the File menu, click Close All to close the project. 5. In the Directory bar, click Projects. 6. In the Projects Table, select the reflection project. Right-click, and then click Merge Reflection into Source Project.
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Merging Reflection into Source Project

The Preview Changes dialog box enables you to view changes made in the reflection project prior to merging them into the source project. Separate values before merging and after merging are displayed. You can group the page by:
Subject Area Shows all changes made to the project by subject. In the sample below, subject areas for Activities, Activity Relationships, and Activity Assignments are listed. Activity Shows all changes made to an activity under an activity band. When grouped by activity, a Merge column is displayed for each band. Mark the Merge checkbox to merge all changes for the activity; clear the checkbox to not merge changes for the activity. Merge All Activities Marks all Merge checkboxes. Merge No Activities Clears all Merge checkboxes.
You also have options for the source project prior to merging, and the reflection project after merging. Prior to merging:
Create a copy of source project as a baseline Mark this check box to create a baseline to the source project which you can use to roll back the changes you made with this dialog box. Create a backup file (.xer) of source project Mark this check box to create a XER file which you can use to rollback the changes you made with this dialog box via an XER import.
After merging:

Keep reflection Mark this radio button to keep the reflection in the database after merging it with the source project. Delete reflection Mark this radio button to clean up the database by deleting the reflection after merging it with the source project. Replace reflection Mark this radio button to replace the reflection with an updated reflection based on the current data in the source project after the merge.
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Merging Reflection into Source Project (continued)

After reviewing changes and examining options, click Merge Changes. Note that merging will not necessarily remove items from the source project that have been deleted from the reflection. If major elements of a project have been deleted from the reflection, you will have to manually delete them from the source project if you do not want to keep the elements in the source project. Elements that are not deleted during a merge include Activities, Resource Assignments, WBS elements, Work Products and Documents, Project Expenses, Project Issues, and Project Risks.
FIG. 6.17: You can group by Subject Area or Activity.
Steps
1. In the After Merging section, select Delete .... 2. Click Merge Changes. 3. Open the source project and review changes.
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Updating Reflection Project via Activity Owner

As noted earlier, Activity Owner is a new designation that enables a team member or other Primavera user to access the reflection project in P6 Web and make changes to activities to which they are assigned as owner. By limiting Activity Owner OBS access to a reflection project, you can review changes made by the Activity Owner before merging the changes into the source project. Three key steps are required to successfully manage update of reflection projects via Activity Owner:
After the reflection project is created, change its Responsible Manager to a node in the Organizational Breakdown Structure solely reserved for reflection projects. In the reflection project, add the Project Owner column in the Activity Table and assign Activity Owner(s) to activities that you want the owner to update. In the Project Access tab in Admin/Users, ensure that the individual assigned as Activity Owner has a Responsible Manager designation at the level of the reflection project only.
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Updating Reflection Project via Activity Owner (continued)

First, you will assign a Responsible Manager in a node reserved for reflection projects. The node is a child of the OBS node used for the source project.
FIG. 6.18: Change the Responsible Manager assignment.
Steps
1. In the Projects window, select a project. 2. Right-click in the Project Table, and then click Create Reflection. 3. Open the reflection project. 4. In the Directory bar, click Projects. 5. In Project Details, click the General tab. 6. In the Responsible Manager field, click .
7. In the Display Options bar, click Filter By, All OBS Elements. 8. Select Nolan-Reflect, and then close the dialog box.
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Next, you will assign an Activity Owner to selected activities in the reflection project.
FIG. 6.19: Activity Owner is assigned to activities in the reflection project.
Steps
1. In the Directory Bar, click Activities. 2. In the Layout Options bar, click Columns. 3. Click to expand a grouping, General.
4. Select a data item, Owner, and move it to the Selected Items section. 5. Click OK. 6. Select an activity and then click in the Owner column. 7. Select a user, Jennifer Boyle, and then click 8. Close the dialog box. 9. Repeat steps 6-8 for additional activities. to assign.
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Activity Owner Jennifer Boyle can log into P6 Web and update activities in the reflection project. Note that she can only update activities that she is designated as owner. After changes are made, you can merge the reflection project into the source project and review changes as described earlier in this lesson.
FIG. 6.20: Boyle can edit only the activities to which she was assigned Activity Owner.
Steps
1. Launch P6 Web. 2. Type a Username <jboyle> and a Password <jboyle> and then click Login. 3. Click to access the Projects section.
4. Click the name of the reflection project. In the Activities tab, activities to which Boyle was assigned Activity Owner are editable the other activities are not. You may, if desired, edit the activities and then return to P6 Client/Server to merge the reflection project into the source project and review changes.
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Other New Features in P6

Increased Security When Importing Projects
A new import option enables you to import projects using the API (Application Programming Interface) which obeys individual security privileges. For example, if you want to import a new activity code using the API, you need to have the security privilege to add activity codes. (In previous versions of Primavera, you were required to be a Superuser to import data into a project.)
Saved Settings When Switching Windows, Layouts

P6 maintains expanded and collapsed bars and row height settings when you switched between layouts and windows.
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Whats New in Version 6.

Version date of manual: May 2007

Whats New In 6.0

Whats New In 6.0

6.0 Client/Server Features

Whats New In 6.0

Whats New In 6.0

Dashboards Portfolios Projects Resources Administration

Manage Dashboards Manage Portfolios Import Appointments

Managing User Interface Views

Managing User Interface Views (continued)

Managing User Interface views (continued)

User Interface View.

Managing User Interface views (continued)

Begin by typing a name for the User Interface view.

Interface view Name field.

Selecting Content for View

FIG. 1.12: Click to expose items within a category.

2. Clear checkboxes next to Import Appointments and Manage Portfolios.

Selecting Content for View (continued)

Selecting Content for View (continued)

Assigning Users to Views

Table 1: Comparing Personal Workspace and Dashboards Functionality

Personal Workspace (version 5.0)

Dashboards (version 6.0)

FIG. 2.2: Icons indicate the different types of dashboards.

Managing Dashboards (continued)

3. Select a scorecard, and then click OK. 4. Click Save.

Create Project Options

Activities Tab (continued)

Table 2: Icons on Activities Tab Icon Functionality

Customizing Activity Views

Customizing Activity Views (continued)

Add, Delete, Modify WBS Elements

Drag and Drop Columns

Using the Gantt Chart

Adjusting Timescale (continued)

Move Activity Bars

FIG. 3.14: Edit Relationship type or lag.

Using Progress Spotlight

Calculated User-Defined Fields

Creating a Calculated User-Defined Field

Creating a Calculated User-Defined Field (continued)

4. In the Fields drop-down list, select Total Activities.

5. Click Insert Field. 6. Click 7. Type <100>

Creating a Calculated User Defined Fields (continued)

Viewing a Calculated User-Defined Field

to expand portfolio lists.

FIG. 4.2: Favorites can be selected based on portfolio or project code.

Creating Favorites (continued)

3. Click the Analysis tab.

Portfolio Analysis Tab

Table 3: Icons in Analysis Tab Icon

To compare portfolios vertically, click To compare portfolios horizontally, click

Selecting Portfolio Views

to expose options for customizing a view. to hide options.

Creating a Portfolio View

4. Select a portfolio, Planned Projects. 5. In the Analysis tab, click .

Waterline Analysis (continued)