Comprehensive Primavera P6 Hands-On Training Manual

Shahabaz Bim coordinator

https://www.linkedin.com/in/mohammad-shahabaz-nagundi-220036103?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app
Part-1
Slide 2. Logging In
Slide 5. General and admin symbols & EPS, project, and WBS symbols
Slide 6. Activity symbols, Report and layout symbols & Work product and document symbols
Slide 7. Resource and role symbols
Slide 8. The Enterprise Project Structure(EPS)
Slide 9. Organiztion Breakdown Structure &
About Logging In
Primavera
Primavera P6 as a robust project management software developed by Oracle. Its
used to managing large-scale projects across various industries.
Primavera P6 helps in planning, scheduling, tracking, and managing projects
efficiently, leading to improved project outcomes and organizational success.
key features such as advanced scheduling, resource management, reporting,
portfolio management, and integration capabilities with other software tools.

What should know Before Working on Primavera

• scope identification project
• Organization Breakdown structure
• Work Breakdown Structure
• Activity types
• Task dependent/Resource Dependent/Milestone/Wbs
Summary
• Resource Usage Optimum
• Risk Identify & Reduction to lowest level Steps
• Project on date completion 1.Click Start,Programs,Primavera,Project Management
• Comparison(Planned vs Actual) 2.Type a Login Name <Admin> and Password <******>
• Earn Value Management(EVM) 3.Click ok
• Technical Terms(CPI,SPI, CV ,SV)
General and admin symbols
These symbols represent general data.

EPS, project, and WBS symbols

These symbols represent EPS, project, and WBS data
Activity symbols Report and layout symbols
These symbols represent activity data. These symbols represent report and layout data

Work product and document symbols

These symbols represent work product or document data.
Resource and role symbols
These symbols represent resource and role data.

Issue, risk, and threshold symbols

These symbols represent issue or threshold data.
The Enterprise Project Structure(EPS) Enterprise→Enterprise Project Structure

The Enterprise Project Structure(EPS) forms the hierarchical

structure of your database of projects. Each EPS node ( or folder) can
be subdivided into multiple levels to represent the work that needs to Opening the EPS
be done in your organization. The three fields to enter when adding an EPS node are:
EPS ID-Identifies the selected EPS node
EPS Name-Description of the selected EPS node
Responsible Manager-Use this field to select an OBS(Organizational Breakdown Structure)
The Enterprise Structure(EPS) is a hierarchy used to organize element to associate with the selected level of the EPS)
projects
The EPS is made of roots and nodes
• Each root in the EPS can be subdivided into many nodes
• Nodes represent different levels within the structure
Ex: nodes can represent divisions within your
company,departments,projects groups,or site locations
All projects must be included in a node
• Each node can contain an unlimited number of projects
• Projects always represent the lowest level of the hierachy
• placement of a project in the heirarchy determines the summary
level in which it is included
 Organiztion Breakdown Structure
An obs is a hierarchical arrangements of a projects management structure. It determines how
people within a company are organized and what rights and access they have to various
projects.
OBS is not same as a resource pool
Resouces are assigned to activities & OBS elements are associated with EPS nodes and
projects
OBS Element corresponding to an EPS node is the project manager who responsible for all
work included in that branch of hierarchy
In this way OBS supports larger projects that involve several projects managers with diffrent
areas of responsibility
Enterprise→ Organiztion Breakdown Structure(OBS)

On the OBS page:

Click Add.
Note: The OBS is automatically added as a child of another OBS.
1. Move the OBS to the correct location in the list and hierarchical position by clicking Row
Actions and selecting Move Item Up and Move Item Down arrows.
2. In the OBS Name field, double-click and type a unique name.
3. Click the Users detail window.
In the Users detail window, remove or assign users to the OBS.
Tips 4. To remove a user from the OBS, select a user, click Row Actions and click Delete.
5. To assign users to the OBS, click Assign....
•When you set up enterprise project structure (EPS) nodes, a root OBS is automatically
assigned to the root EPS. In the Select Users dialog box:

•When you create a new project, the default responsible manager is automatically assigned so 6. Select a Project Security Profile.
that an OBS element is available for each work breakdown structure (WBS) element added to 7. Select users and click Select.
the project. 8. When you are finished assigning users, click Close.
Related Topics
On the OBS page, click Save.
 User Preferences dialog box Assistance tab - User Preferences dialog box
• The Assistance tab enables you to specify whether you want to use wizards, rather than standard dialog
boxes.
Application tab - User Preferences dialog box
• Startup Window The name of the window displayed each time you open the module. You can select a new windo

• Grouping and Sorting Labels on grouping bands: Choose the labels you want to display in grouping
bands. This setting affects any window/dialog box where you cannot access a Group and Sort dialog box
• Codes Specify how to display code values: Select to view either the ID or the description for code
values throughout P6 Professional.
Password tab - User Preferences dialog box
• The Password tab enables you to change your password.
Resource Analysis tab - User Preferences dialog box
• The Resource Analysis tab enables you to specify which projects are included in remaining
value calculations and which dates and time interval are used to calculate time-distributed
data for resource spreadsheets and profiles.
• All Projects
• Time-Distributed Data
Calculations tab - User Preferences dialog box
• The Calculations tab enables you to specify how to calculate remaining values when new
resource assignments are added to or removed from activities. You can also choose the
default behavior when replacing a resource on an existing activity assignment and when
both a resource and role share an activity assignment
Use the User Preferences dialog box to specify your settings and preferences which include how to display time,
date, and currency information. You can also set options to send Email, specify startup options, and change your • Resource Assignments
password. • Assignment Staffing
Time Unit tab - User Preferences dialog box Startup Filters tab - User Preferences dialog box
• The Time Units tab enables you to define the timescale and format you want to use when displaying small- and • The Startup Filters tab enables you to choose the data filters you want to run when starting the module. These
large-scale time units. This affects how tracking layouts, activity durations, and resource prices, availability, and filters can reduce the time it takes for your projects to open
• Current project data only: Select this option to view resources, roles, OBS elements, activity codes, and/or
work efforts display.
cost accounts used in the projects you open.
Dates tab - User Preferences dialog box
• The Dates tab enables you to specify how you want dates to display • View all data (No Filter): Select this option to view all resources, roles, OBS elements, activity codes, and/or
Currency tab - User Preferences dialog box cost accounts in the enterprise.
• he Currency tab enables you to specify how you want currency amounts displayed.
• Resource summary data: Select this option to load resource summary data when you are connected to a P6
Professional or an P6 EPPM database. Selecting this option also uses resource and role summary data during
project summarization when connected to a P6 Professional database.
Admin Preferences dialog box

• The General tab enables you to specify general default

options, such as the weekday on which the calendar week
begins. You can also specify the character that separates cost
account codes to indicate hierarchy levels and the default
duration for new activities
• The Data Limits tab enables you to specify the maximum number of
levels for hierarchical structures. You can also specify the maximum
number of baselines and activity codes a project may have.
• The ID Lengths tab enables you to specify the maximum number of
characters for codes, from 1 to 40.
• Time Periods tab
• Hours per Time Period
• Time Period Abbreviations
• Earned Value tab
• The Rate Types tab enables you to provide a title for each of the five available Price/Unit fields. The title should describe what the rate
• The Earned Value tab enables you to specify default settings for
type represents, for example, Government Rate.
calculating earned value
• Industry tab - Use this tab to choose the type of industry in which you use this application. The industry you choose causes the application
• Reports tab to use terminology and default settings for calculations that most closely align with the selected industry.
• The Reports tab enables you to define three default sets of • Use the Consent Notice tab to configure and enable consent notices. Once a user has accepted a consent notice type, they will no longer
headers, footers, and custom labels for reports. see that consent notice unless the text has been modified since the last time they accepted the consent notice.
• Options tab • Use the User Acceptance tab to see a list of users who have accepted, rejected, and not yet replied to consent notices.
• Specify the interval to summarize and store resource spreads • The Exception Site List tab enables you to specify a list of websites that users can launch when displayed in user defined fields (UDFs),
• P6 Professional Online Help URL projects websites, or Notebook topics, by double clicking on the website and selecting Launch.

• Document Security
Working with
Calendars

Creating Global Calendars

Create global calendars to identify global work or nonwork days. You can use global calendars as base
calendars when creating a resource or project calendar.

To create a global calendar:

1.Click Administration.
2.On the Administration navigation bar, click Enterprise Data.
3.On the Enterprise Data page, expand Global and click Global Calendars.
The P6 application supports three types of calendars:
4.On the Global Calendars page, click Add.
•Global: Global calendars can be defined and applied to all projects and resources in the 5.In the Select Calendar to Copy dialog box:
database.
1.Select the Global or Resource option.Note: This determines which list of calendars you can
•Project: Separate project calendars can be defined and applied to projects through select.
activity assignments. 2. Select a calendar and click Select.
•Resource: Resource calendars can be defined and applied to each individual resource.
6.On the Global Calendars page, click the Calendar tab.
7.On the Calendar tab, triple-click the Name field and enter a name.Note: The application
automatically assigns the name New Calendar.
8.On the Global Calendars page, click Save.
9.Configure the global calendar.
 Creating Resource Calendars
Create a resource calendar to determine when a resource can work.

Creating Project Calendars To create a resource calendar:

Create project calendars to determine work or nonwork time for a project.
1.Click Administration.
To create a project calendar: 2.On the Administration navigation bar, click Enterprise Data.
3.On the Enterprise Data page, expand Resources and click Resource Calendars.
1.Click Administration.
4.On the Resource Calendars page:
2.On the Administration navigation bar, click Enterprise Data.
1. Click on Personal Calendars to create a private calendar for the resource, or click on Shared
3.On the Enterprise Data page, expand Projects and click Project Calendars.
Calendars to create a calendar for multiple resources to share that the resources cannot edit.
4.On the Project Calendars page:
2. Click Add.
1.Click on a project.Note: If the project you need is not open, clickOpen Project. Choose one or more
5.If you are creating a Personal Calendar, in the Select Resource dialog box, select a resource and click Select.If
projects and click OK.
you are creating a Shared Calendar, in the Select Calendar To Copy dialog box:
2. ClickAdd.
1. Choose Global or Resource calendar to use as the base for the new calendar.
5.In the Select Calendar to Copy dialog box:
2. Click on a global or resource calendar.
1.Select the Global, Resource, or Project option.Note: This determines which list of calendars you can
select. 3. Click Select.
2. Select a calendar and click Select. 6.On the Resource Calendars page, click the Calendar tab.
6.On the Project Calendars page, click the Calendar tab. 7.On the Calendar tab, click in the Name field and enter a name for the personal or resource calendar.
7.On the Calendar tab, click in the Name field and enter a name for the project calendar. 8.On the Resource Calendars page, click Save.
8.On the Project Calendars page, click Save. 9.Configure additional resource calendar settings
Thank you