Primavera P6 Notes for Beginners

PRIMEAVERA-P6 NOTES-, Mr. Abu Babar-Training Session, 26-AUG-2017- KHOBAR
BASIC DETAILS-FOR INITIAL STAGE LEARNERS
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Prepared By: Siva Subramanian Sakthivel., Project Engineer, engrsiva25@gmail.com
Sl.No Description of Content Page No.
1 Start of Project 2
2 Creating EPS and OBS 2
3 Define a New Activity 2
4 Calendar 2
5 Scheduling of a project 3
6 Budgeting and Costing 4
7 How to Change a Currency 5
8 Material Unit Definition 5
9 Units and Abbreviations 5
10 Assigning of labor 6
11 Presentation of Cost Details 6
12 Printing 6
13 Filters 7
14 Milestone 7
15 Entry of Non-Uniform Resource 7
16 Baseline 7
17 Import and Export 7
18 Layout 8
19 Gantt Chart Area 9
20 To Add a new Field 9
21 Reflections during Changes 10
22 Note Book 10
23 Project Risk 11
24 Other Basic Details 11

2
1. Start of a Project
First of all, before start of any project,
File
Close All
How to add a new project
Look at Right side “add” option/click that option, you will have a new project window
2. Creating EPS and OBS
EPS-Departments
Next
Enter the Project ID and Project Name
Project Start and End Dates (Don’t enter the finish date during first entry)
Select Projectright clickopen project
Project
WBS
If you want to see the details of an activity at the bottom side,then
ViewShow on BottomActivity Details
Whenever you open the Activities Screen, WBS Will be there. We have to open the “WBS”
WBS
Then Project Activities
3. Define new Activity
Don’t put any Activity ID (It will automatically assign ID)
If your activities are not shown, then Click LayoutOpen Click “NO”Click 2 weeks
Look Ahead Open

3
Duration:
Original duration is plan duration. When activities are changing
Click “Activity ID”Then you will come to Know
To change the duration of the activity “double click” the duration and change.
Relationships:
Select the activity
Predecessor (Bottom Side)
AssignDouble Click
Then don’t close the window.
Just Click the activity and double click on the right side of “predecessors”
4. Calendar:
EnterpriseCalendarSelect the Days and Click Non work, Leave etc.,
Work Week-Hours can be mentioned. If you enter “0”, it will be a non-work.
Enterprise Enterprise Structure  Create a new enterprise structure (EPS)  Create Sub title.
EnterpriseOBSAdd the Organizational Breakdown Structure.
If you want to change the start date of project then enterpriseProjectsDates you can change
the Date
If you want to change the calendar under “defaults” you can change the calendar.
If you want to insert a Calendar
5. Scheduling of a project
To schedule a project
Tools
Schedule
Schedule (In Screen)
.
Whenever you change in ‘activity’, duration, predecessor, you have to click again and again
“Schedule” in each change of above

4
Whenever you feel nothing is showing in screen
View
Filters
Select All Activities
Note:
Bar chart optionsShow relationships
TimescaleYou can change the 2 levels also
6. Budgeting and Costing
EnterpriseResources Units & prices
Assigning of Resource in the following categories to be followed in Primavera
Manpower - Labor
Machines - Non Labor
Materials - Materials
 Management Personnel is not to be entered in Resource
Lead and Lag to be adjusted
Negative Number is “Lead”
Positive Number is “Lag”
There is only In “Lag” Column. So we can use lead and lag
Activities:
Four types of predecessor are as below
Finish to Start, Finish to Finish, Start to Start, Start to Finish

5
7. How to change the Currency
Admin
Currency
Add Currency
Edit
User preferences
Select Currency
EditUser PreferencesSelect CurrencyCheck Decimal Units
8. Material Unit Definition
Admin
Admin Categories
Units of measure
Add new units
9. Unit Abbreviations
Short name Full name
Cu.M Cubic Meter
GL Gallons
M Meter
Ton 1000 Kg

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10. Assigning of labor
If you want to assign multiple labor, then you can do it in two ways as follows
Addition Method Labor-Labor-Labor-Labor-Labor
Change of unit- 8 Hrs /Day x Multiple of 5 Times 40 Hrs/Day
Suppose if rate is changing for some resource like labor rate is changing from Jan-2018 then
Select Resource Add (Bottom side) Change the price from the effective date
Suppose you assigned some rate like: Electrician 12 SAR/Hr. Later you found that rate is 18 SAR/Hr.
You change the rate in Resource then
Tools
Recalculate Assignment Costs
Recalculate
11. Presentation of Cost Details
You have to create a column as below
Budgeted Labor Cost
Budgeted Material Cost
Budgeted Non-Labor Cost
Budgeted Total Cost
So we have activities wise cost, WBS Wise and Total Project also.
12. Printing
FilePrint PreviewFit to (Options What data you need)
If you want to print for selected period then select
Custom dateselect the datePrint
To print in Pdf
FilePrintPdfSave as Pdf

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13. FiltersView Filters
(Critical Path—Longest Duration of the Activity)
To create a new filter
Enter filter name
Where Condition is “equals or more than 10”
Click “Ok”,
Click “Apply”
Then you can see the activities which are more than 10 days.
14. Milestone
Define Milestone Activities
General TabSelect Milestone Start or Finish
Add Predecessors also
Then go for “Schedule”
If you do any change in Relationship, new activity addition, you have to reschedule it. Then only it
will be shown in the effected project.
22. If you want to change the activity in between two activities enter the next activity ID after the
Activity ID. Then it will create next activity.
15. Entry of Non-Uniform Resource
If you want to enter non-uniform resources
EnterpriseResource Curvesallows you to control non-uniform resources.
(ViewShow on BottomResource Allocation Sheet)
ViewExpand All
Collapse All
Collapse to—WBS1
16. Baseline
Baseline schedule is the approved schedule by the management after the discussion with all the
interrelated and intra departments. This Baseline Schedule is done after round of Discussion
PM-Always go with Max.Duration/Max Resources
But Management always try to squeeze the project schedule.
We can do “Re- baseline” if required.

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ProjectMaintain Baseline AddOk
ProjectAssign Baseline
In Project Baseline Select the Project-B1
Then
In USER Baseline
Click “ok”
You can see yellow line in Bar Chart.
17. Import and Export:
“Export” and “Checkout” are almost same.
Fileexport
Primavera pm/mm-(xer)-Both primavera software installed.
Xml - global understandable
Primavera pm/mm project  projects to export
While saving the name delete the “*”and then save it.
Import:
Importing the data from a project
Checked in & Checked Out
If you checked out a project means you can’t modify it until you checked in.
You can modify after checked in only
When you export a project means you are sending to somebody for review and modify
But for Checked out means only for view and no modification.
18. Layout (Screen wise settings for WBS, Activities)
View
Layout  Save as  Layout Name
Then
Layout  open  user-admin

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To show some quickly layout according to our project requirements.
If you want to hide/show some additional information, then layout can be used.
PrintOptionsYou can change the Date.
19. Gantt chart area
Right Click
Attachments
Text
You type you want and change the Text for your requirements.
Right Click
Attachments
Curtain
You can do some bar chart changes to highlight some areas for presentation.
20. To Add a new field:
Enterprise  User defined fields
Resources (For Iqama Numbers) - Type Iqama Number and Close It.
Then go to Enterprise Resources Right Click
Column and Add Iqama number. Now you can enter your Iqama Number.
If you want to add some performance Indicator then you go to
Enterprise  User Defined Fields
Resource
Performance (Select type of Indicator)
Then Insert Column
PerformanceSelect 4 types of Performance

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Activities also we can do user defined fields.
Select ActivitiesThen go to Enterpriseuser defined field
21. Reflections during Changes:
If you want to change something in the project by another person, then reflection can be used.
EnterpriseProjectSelect Your ProjectRight ClickCreate ReflectionOk.
Review Changes done-Accept or Reject, then Make it in original BL Schedule.
Then you will find a project with question mark.
EnterpriseSelect the ProjectMerge Changes-Select or Deselect Bottom Side (Merge Changes)
Then Merge Changes Completed.
Activity Steps:
If you want to check Main activity, Sub-Activity for understanding purpose.
Bottom SideRight Click Click All
Select Steps Add Sub Activities as you want
% Completion:
Select “Physical % Complete” and Insert this new Column to show the Completion %, We can show
the physical %.
EnterpriseProjects Click Calculations
Check % based on Activity Steps
Step Weight:
Bottom sideRight ClickCustomize Steps ColumnsStep Weight
To incorporate step weight according to your requirements
Customize Step ColumnsGeneralStep % Complete
You can select based on %
Expenses:
Indirect Cost like Travel Allowances, Party Expenses
You can add these cost in Budgeted Expense Cost like Party Expenses.

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Then you add the Column “Budgeted expenses Cost”
ProjectExpenses
22. Note Book:
Remarks, can be added based on meetings, advice in each meeting.
NotesAddSelect some syllable in like Status Report etc.
Then add the notes as per requirements.
If you want to show, multiple resources go to Insert Column, Select Lists and Select
Resources, then you can see the resources.
If you want to “add” some Note category you go to
AdminAdmin CategoriesSelect Notebook Topics Add
You can add the new syllable as you want.
23. Project Risk:
RiskMay Happen in future
IssuesAlready Available
Project Issues you can add notes according to the review meeting and in General tab you can assign.
The responsible person using OBS (Organization Breakdown Structure)- Set the Priority- as per the
risks quantum may be like top, normal etc.
You can assign the risk in WBS wise also.
Thresholds:
Setting the limits
Like if nay project is delayed start or delayed completion beyond the planned date, then create an
issue.
ProjectThresholdsThreshold parameterUpper threshold/lower threshold etc.
Then Select “Run”Button Right Side
Then go to “Issues” to see the generated issues according to threshold value you have given.
24. Other Basic Details:
Reports:
ToolsReports Reports
Select the type of reportRun ReportOk. (Risk=Probability x Impact)
You have to enter the impact according to the Risks.
Monthly Cash Flow, CT-01, R, AD-04

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Select the required reports as per your requirements and Run Report and you can find the required
report.
You can save it in “pdf” format also. Click print and save the file in pdf format
Ctrl + Select the ActivitiesFill down
Some activities will be repeated.
ProjectWork ProductsDocuments
We can add the activities according to the requirements.
ToolsPublishProject Website
Don’t give any important folder name in publish Directory. As it will delete the details. So give always
temporary file.
Resource Histogram:
ViewShow on Bottom Resource usage profile
Resource in Numbers Spread sheet:
ViewShow on BottomResource usage spread sheet
ToolsLevel Resources
S-CURVE:
When you enter the progress data date to be changed.
Then schedule it.
If the value in brackets in “()” it means negative value.
S-Curve Generation View:
ViewShow on bottomActivity wise usage profile
Right ClickActivity usage
Select all the Checkbox

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