P6 tips tricks-client
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This document provides an overview and agenda for a presentation on using Primavera Client version 6. It includes sections on what's new in version 6 like reflections projects and future bucket planning. It also covers topics like exporting and importing projects, useful global changes, coding and WBS shortcuts, finding activities, resource loading, schedule crashing, advanced layouts, baselines, and more. The presentation aims to demonstrate tips, tricks, and best practices for effectively using the Primavera Client scheduling software.
P6 tips tricks-client
- 1. Tips Tricks with Version Six (Client) Don Louser PMP, PMA Consultants LLC
- 2. Give Us Your Card • There are more items in this presentation than we will have time to demonstrate • Give us your business card and we will send you the entire presentation complete with notes • Or, contact me @ dlouser@pmaconsultants.com 2
- 3. What we have for you today... • What’s New in Client v. 6.0 (Slides 1-20) • Use of Indicators (Slide 21) • Global Changes – De-status the Schedule (Slides 22-26) • Global Changes – Change WBS from Filters (Slide 27) • Export and Importing Projects (Slides 28-39) • Project details that are often forgotten (Slides 40-42) • Renumbering Activities (Slides 43-45) • Building your Schedule – Making a List (Slides 46-47) • Building your Schedule - Linking Shortcuts (Slide 48) • The Schedule Report (Slides 49-52) • Lag Calendars (Slides 53-54) 3
- 4. What we have for you today (cont.)... • Fragnets (Slides 55-58) • Coding and WBS Shortcuts (Slides 59-63) • Finding and Filtering Activities (Slides 64-65) • Roles and Resource Loading (Slides 66) • Schedule Crashing Basics (Slides 67-68) • Advanced Layouts For Communication (Slides 69-71) • Advanced Gantt Chart Formatting (Slides 72-76) • Exporting and Importing Layouts/Reports (Slide 77) • Add Bar-charts & Graphics to Reports (Slides 78-83) • Working with Baselines (Slides 84-91) 4
- 5. What’s New – Reflection Projects • Power with Simplicity !!! • A Reflection is a Copy of a Project that enhances Your Ability to “What If” or Update Your Project • Same Name – What If – Internal Link to Source – Baseline – Timesheet Data – Activity Owner • “Activity Owner” make changes via .xer or Web • Review & Change or Merge As Is (Check Boxes) • Merge Will Not remove Activities, Resource Assignments, WBS Elements, Work Products & Docs, Expenses, Issues or Risks if deleted from Reflection DEMO 5
- 6. What’s New - Create Reflection Project 6
- 7. Making Changes to Reflection Projects • Use to test Scenarios or Update Project • Send w/Project Specific Layout to Others to Update • Import/Export just like any other Project file • Activity Owner – designate Owner w/Required Web License & Privileges to Update/Change • Admin or Project Superuser gets last shot to Review/Correct before merging back into Source Project • Merge Will Not remove Activities, Resource Assignments, WBS Elements, Work Products & Docs, Expenses, Issues or Risks if deleted from Reflection 7
- 8. Merging Reflection into Source Project • Close all Projects • Go to Projects Table – Select Reflection Project • Right Click – Merge Reflection into Source Project 8
- 9. Merging Reflection into Source Project 9
- 10. Merging Reflection into Source Project 10
- 11. Merging Reflection into Source Project 11
- 12. What’s New – Future Bucket Planning • Redistribute Even Distribution of Budgeted Units • Editable Security Privilege • Duration Type Must be Fixed Duration & Units, or Fixed Duration & Units/Time • Use Resource Spreadsheet or Resource Assignment • In Future Bucket Period type or change Values as Needed 12
- 13. What’s New – Future Bucket Planning Day 1 Day 2 Day 3 Day 4 Day 5 TOTAL Even Spread 8 8 8 8 8 40 Future Bucket 8A 8A 4A 10R 10R 40 •Assuming Daily TS – P5 spread evenly •Actual levels of work may vary •Example shows 20 A units in 3 days •Remaining needs to be adjusted •Two remaining buckets reflect adjustment •Activity Adjusted must have Fixed Duration & Units, orFixed Duration & Units/Time •Use Resource Spreadsheet to adjust future bucket period 13
- 14. Edit Future Bucket Security 14
- 15. What’s New – Group & Sort Dialog • New Checkbox for Show Group Totals, Shrink Vertical Bands SHOW PIX & EXPLAIN 15
- 16. What’s New - Search in Pop-Up Dialog and Type Ahead in Drop Down SHOW PIX & EXPLAIN 16
- 17. What’s New - Copy Baselines • Checkbox in Copy Project Options • Copy Baselines Dialog # Copies Controlled by New Setting in Admin Preferences 17
- 18. Admin preferences Setting for Copying Baselines 18
- 19. What’s New - Role Limits • Similar to Limits for Resources • Effective Date and Max Units/Time 19
- 20. What’s new – Project Specific Layouts (Yeah!) • Layout with Filter when Project Exported • Reduces Need for Global Layouts • Only Global and Layout Filters will Restrict Use • Expanded & Collapsed Bars & Row Height Setting when switching between layouts and Windows (Yeah!) 20
- 21. Use of Indicators 21
- 22. Useful Global Changes – De-Status the Schedule Re-create a Baseline, Copy an Existing Schedule that has Been Progressed Project Detail Calculations Tab = Any Actual Units that Exist Must be set to 0 • See Actual Units Slide Run 2 Global Changes to Reset Activities to Not Started • See De-Progress GCs Make any Needed Changes and Reschedule Skip 22
- 23. Useful Global Changes – De-Status the Schedule (cont.) Actual Work Units Go Back 23
- 24. Useful Global Changes – De-Status the Schedule (cont.) De-Status the GC’s Go Back 24
- 25. Errors? Sometimes... An Activity may have a Unit without a Resource Assigned... 25
- 26. Useful Global Changes – De-Status the Schedule (cont.) Set Cols for All Units Delete Manually, or Use the Fill- Down Feature 26
- 27. Useful Global Changes – Change WBS Based on Filters 27
- 28. Exporting and Importing Projects Primavera PM/MM (.xer) MS Project Project Planner (P3) Spreadsheet (.xls) Primavera Contractor 4.1 (.xer) 28
- 29. Exporting and Importing Projects – Spreadsheet (.XLS) 1. Select Items for Export 2. Separate Sheet for Each Item 29
- 30. Exporting and Importing Projects – Spreadsheet (.XLS) (cont.) 3. Select a Project (it must be open) 30
- 31. Exporting and Importing Projects – Spreadsheet (.XLS) (cont.) 4. Establish Templates for each Item 31
- 32. Exporting and Importing Projects – Spreadsheet (.XLS) (cont.) 5. Certain items are mandatory, and you can filter & sort 32
- 33. Exporting and Importing Projects – Spreadsheet (.XLS) (cont.) 6. Select any or all templates 33
- 34. Exporting and Importing Projects – Spreadsheet (.XLS) (cont.) 7. Select the file path and name 34
- 35. Exporting and Importing Projects – Spreadsheet (.XLS) (cont.) 8. Confirm before you finish 35
- 36. Exporting and Importing Projects (cont.) One Worksheet Per Subject 36
- 37. Exporting and Importing Projects (cont.) Caution! – Don’t Edit this Sheet 37
- 38. Importing Projects Importing is a Snap! 38
- 39. Importing Projects (cont.) 39
- 40. Project details that are often forgotten 40
- 41. Project details that are often forgotten 41
- 42. Project details that are often forgotten 42
- 43. Renumbering Activities Many GCs like Intelligent IDs CSI Code – Bldg – Floor Establish UDF (Activity) or Activity Code Put in Column in Layout Type Codes in Column Use Global Change Codes Become Activity IDs 43
- 44. Renumbering Activities (cont.) Leave Blank 44
- 45. Renumbering Activities (cont.) For those a bit more familiar with (GC’s) Create Activity Code Add Activity Code column in Layout Fill Column Create GC’s that add suffix for Bldg & Floor 45
- 46. Building your schedule – Making a list 46
- 47. Building your schedule – Making a list 47
- 48. Building your schedule – Linking shortcuts <Ctrl-Click> the order to link the activities, then <right-click> your mouse and choose “Link Activities.” They are now linked in the order you clicked on them. 48
- 49. Building your schedule – The Schedule Report When you schedule your project, don’t forget to choose “Log to file” and click on the ellipsis to specify the location of the “schedule.txt” file. Always view the log to spot errors. 49
- 50. Building your schedule – The Schedule Report 50
- 51. Building your schedule – The Schedule Report 51
- 52. Building your schedule – The Schedule Report 52
- 53. Lag Calendars and Schedule Result - Version 5.0 + = 53
- 54. Lag Calendars Reschedule This has been changed in v 6.0 to default to the predecessor + = ? 54
- 55. Fragnets • Time Saving – why recreate the wheel? – Building a Single Schedule – Modifying Many Schedules • Create New or Modify Existing – New = As You Would New Project – Modify = Delete from Existing • WBS is the Key to Integration 55
- 56. 2 Projects Fragnets (cont.) Move to 2 WBS elements Modify a template with a Fragnet To Here From Here 56
- 57. Fragnets (cont.) Objective – Add 22 new Activities in Template to 2 WBS Nodes • Copy the Template as Fragnet, Delete All Activities Except those to Remain in Planning & Design WBS Nodes • Add the 22 New Activities & All Links to Fragnet • Open Template & Fragnet • Delete All Activities in Planning & Design Template WBS Nodes • Select & Copy All Fragnet Activities 57
- 58. Fragnets (cont.) • Paste into one of the empty Template Nodes (Preserves all Links) • Control-Click all Activities to be moved to other Node • <Ctrl-X> (Cut) • <Ctrl-V> (Paste) into other Node • Re-establish any Links from 2 Nodes to others • Use Template to create new Schedules 58
- 59. Coding and WBS Shortcuts Here is one person’s Layout 59
- 60. Coding and WBS Shortcuts (cont.) 60
- 61. Coding and WBS Shortcuts (cont.) 61
- 62. Coding and WBS Shortcuts (cont.) Here. the work is organized by WBS1 and Level 62
- 63. Coding and WBS Shortcuts (cont.) Here, the work is organized only by Level 63
- 64. Finding and Filtering Activities Unleash the power of Find with <Ctrl-F> 64
- 65. Finding and Filtering Activities (cont.) 65
- 66. Roles and Resource Loading • Roles are placeholders for Resources that are not yet assigned. • Roles allow teams to be assigned quickly to project activities, once the resource team is identified. • Only resources for roles that are unfilled are shown in the assign resources for roles dialogue box. • <Shift-Click> and <Ctrl-Click> can be used to select the activities being assigned resources by roles. • A project team could be assigned to all of the project’s activities at once. 66
- 67. Schedule Crashing Basics 28 Days Total Duration 67
- 68. Schedule Crashing Basics (cont.) Assume We Need to Reduce Duration by 5 Days 28 Days Total Duration 68
- 69. Advanced Layouts to Enhance Communication • User Defined Fields • Bring in Related Data from Other Sources • Tabular + Graphic Presentation 69
- 70. Advanced Layouts to Enhance Communication (cont.) User Defined Schedule Data Random Data 70
- 71. Advanced Layouts to Enhance Communication (cont.) 71
- 72. Advanced Gantt Chart Formatting 72
- 73. Advanced Gantt Chart Formatting 73
- 74. Advanced Gantt Chart Formatting 74
- 75. Advanced Gantt Chart Formatting 75
- 76. Advanced Gantt Chart Formatting 76
- 77. Exporting and Importing Layouts and Reports .plf filename extension 77
- 78. BC1 Adding Barchart Graphics to Reports 1. Create a layout that you want to print in your report 2. From the tool menu or print preview, choose Publish 3. Choose the directory for the report 4. Open a notebook topic and insert the graphic 5. Include that notebook topic in your tabular report 6. Run the report 78
- 79. Slide 78 BC1 Please doublecheck first bullet. Thanks, BC Bill Camarda, 10/17/2006
- 80. Adding Barchart Graphics to Reports (cont.) Publish to HTML From the Tool menu or Print Preview, choose Publish 79
- 81. Adding Graphics to Reports 80
- 82. Adding Graphics to Reports (cont.) Click on the Picture Icon, and browse for a graphic file to insert into the Notebook topic 81
- 83. Adding Graphics to Reports (cont.) 82
- 84. 83
- 85. Working with Baselines Baselines are an established method of tracking progress and measuring results When you first begin using Baselines, you may see some strange results that are difficult to diagnose Baselines can refer to either the Current Project or another Project How can you know which, without opening? 84
- 86. Working with Baselines (cont.) Sort Add a Baseline Column ? Why Alpha Prefix? Sort by BL Baseline Code Project Name Date Resp 85
- 87. Working with Baselines (cont.) Is the Current Schedule Ahead or Are we a year Behind the ahead? Original Plan? 86
- 88. Working with Baselines (cont.) Something is Wrong? Summarized Dates MAGIC! 87
- 89. Working with Baselines (cont.) Perform a Global Change on a Baseline 88
- 90. Working with Baselines (cont.) 1 Here are the PL Strt = Start (Milestone): If = SM, Then, PS = Start details... 2 3 89
- 91. Working with Baselines (cont.) Here are the changes 90
- 92. Questions? 91