p6 102 manual cns printer friendly format

Primavera P6 102 Training Manual

Prepared by

Bill Pepoon, Managing PartnerConstruction Science, LLC

Day IDay I

IntroductionSetting up a new ProjectActivitiesActivity TypesActivity DurationsWork Breakdown Structure (WBS)DatesCalendarsActivity CodesActivity LogicConstraintsSchedulingCustom Layouts & Views (Formatting)

IntroductionIntroduction

Data Structures in P6

EPS (Enterprise ProjectStructure)

Centralized Management ofmultiple projects

Categorizes work in theOrganization: A hierarchy ofprojects or a grouping of projectswithin departments

Projects represent the lowestlevel of the EPS

Every project in the organizationmust be included in an EPS

Introduction (Cont’d)Introduction (Cont’d)

OBS (Organization Breakdown Structure)

A Separate global hierarchy reflecting themanagement structure

One OBS for the entire organization

Used to control access to projects anddata

An OBS element/person will beresponsible for each node/project withinthe EPS

Project B (WBS Level 1)

WBS Node 1 WBS Node 2 WBS Node 3

Activity 1

Activity 2

(Company Name) EPS

Project A Project B Project C

Work Breakdown Structure

Acts as a continuation for theindividual projects in the EPS

The WBS is a Project-SpecificStructure. Each project has its ownWBS that further breaks down thework in that project.

The project is the highest level ofthe WBS. Activities are the lowestlevel of the WBS

Work Breakdown Structure

For a more detailed discussion of Work Breakdown Structures, seethe WBS handbook published by the Department of Defense (MIL-HDBK-881A, 30 JUL 2005)

Activities

An operation or process consuming time and possibly resources

An element of work that must be performed in order to complete aproject

The basic component of a schedule

Activities must be measurable and controllable

An activity may include one or more tasks

Activities (Cont’d)

Any activity has attributes : Schedule-related characteristics and designationsthat uniquely describe a network activity. Attributes can include :

Predecessor and successor activities

Early and late start and finish dates

Identification codes (e.g. trade, area, phase, etc.)

Resource assignments (Labor, equipment (“non-labor”), material)

Any other information that places the activity into accurate context

Resource Hierarchy

Includes the resourcesacross all projects in theorganization

Could be broken down by

Type: labor, equipment,material

Subcontractor

Function: design, site..

Skill level

Project

Summary

The EPS categorizes work in theOrganization

Projects belong to EPS nodes

Each project has its own WBS thatfurther breaks down the work in thatproject. Activities are the lowestlevel of the WBS.

The OBS represents the responsiblemanagers in your company and canbe assigned at the EPS, project,and/or WBS level

Global Data Vs.

Project Specific Data

Global Data

Defined at the EPS level

Applies to all projects across theenterprise

e.g. EPS and OBS, and resource androle information

Project-Level Data

Defined at the project level

Available only to that project

Activities, WBS, and Work Products& Documents

Multiple Platforms

Windows Client

Software resides on host computer

Project databases may or may not be located on host computer

Web Client

Software and project databases are hosted on the web (i.e. “cloudcomputing”)

Dashboard organized differently than Windows Client but featuresare similar

New Terminology

Name in P3 Name in P6

Activity Columns Activity Table

Activity Form Activity Details

Activity Logs Notebook

Bar Chart Gantt Chart

Costs (lump sum) Expenses

Custom Data Items User-defined Fields

Estimate at Completion (resource) At Completion Units

Estimate to Complete (resource) Remaining Units

Expedition Contract Management

Fragnets Methodologies

Name in P3 Name in P6

Hammock (activity type) Level of Effort

Independent (activity type) Resource Dependent

PERT Activity Network

Resource lag Original lag/remaining lag

Resource Profile Resource Usage Profile/

Activity Usage Profile

Resource Table Resource Usage Spreadsheet/

Activity Usage Spreadsheet

Target Baseline

Task (activity type) Task Dependent

WBS (activity type) WBS Summary

Navigation (Release 7.0)Navigation (Release 7.0)

Bottom Layout

DirectoryToolbar

Command Toolbar

Navigation (Release 7.0 Cont’d)Navigation (Release 7.0 Cont’d)

Click on the“Directory” Iconto show/hide theDirectory Toolbar

Right-clickanywhere in theBottom Layout toadd/remove tabs

Shows all Projects in theDatabase

Shows the Activities ofthe Current (Active)Project

Training Task No. 1Training Task No. 1

Practice each of the following:

1. Hide the Navigation Bar button text

2. Hide the Navigation Bar

3. Hide the Directory Bar button text

4. Hide the Directory Bar

5. Hide the Command Bar button text

6. Open/close Activity Detail

7. Add all available tabs to Activity Detail

Setting up a New ProjectSetting up a New Project

Creating a New EPS

1. Enterprise Command Menu Enterprise Project Structure

2. Click Add

3. Specify EPS ID & Name

4. Change the EPS position in thehierarchy using arrows

5. Modify Display Options

Setting up a New Project (Cont’d)Setting up a New Project (Cont’d)

Creating a New OBS

1. Enterprise Command MenuOBS

2. Right-click OBS Details

3. Click on the OBS node that youwant to add a person under, thenclick Add

4. Change hierarchical positionusing appropriate arrow

5. Go back to the new EPS toChange the “ResponsibleManager” name

Creating a New ProjectCreating a New Project

To Create a new Project

Select the EPS towhich you want to addthe new project

Click Add OR Right-Click the EPS Add

Type Project Data Project ID Project Name Planned Start Date “Must Finish By” :

Contract Finish Date Responsible Manager

in the OBS Rate Type: Price/Unit

Creating a New Project (Cont’d)Creating a New Project (Cont’d)

Also, you can Cut/Copy &Paste an existing projectinto the new EPS

In the Defaults Tab,Choose the Auto-Numbering preferences

Use Smart IDs todenote activity’sinformation. E.g.

PH1F2C001 : Phase 1,Floor 2, ConcreteWorks

To set Project asDefault : Project Menu "Set DefaultProject“.

Display Project Detailsby clicking on the"Show / Hide BottomLayout" icon,

Right-Click on theProject ProjectDetails

To open the Project:

Select the Project in theHome Page

Click on the"Activities" tab in theDirectory Toolbar

Right-Click on theProject "OpenProject"

Create an EPS Node called “Sample Projects” and place itunder the highest level of the enterprise

Copy Project “CHP_NR” (provided by the instructor) into thethis EPS Node

Create an OBS called “Training Program” and place it underthe name of the organization

Make “CHP_NR” the default project

Adding ActivitiesAdding Activities

1. Click on the“Activities” icon in theDirectory Toolbar

2. Right-Click where youwant to insert the newactivity "Add"ORClick the "Add" iconand follow the WizardstepsORClick "Insert"

Adding Activities (Cont’d)Adding Activities (Cont’d)

You can also, Cut, Copy,Paste and Delete activitiesusing the Command Bar

Activity DescriptionActivity Description

The Activity Description should be:

Clear: Spell out the task clearly. Avoid generic descriptions

Complete: Scope adequately covered by the description

Unique: Identify the activity’s specific information

Example:

Electric Fixtures

Light Fixtures

Install Light Fixtures

Install Light Fixtures –5th Floor

Importing Activities From MS ProjectImporting Activities From MS Project

I. Importing a Schedule ina different format:

1. Select the new Project

2. File Menu Import

3. Choose the format of the file tobe imported

4. Select the type of data toimport as "Project"

5. Enter the destination of the fileto be imported

[File Menu Import]

Importing Activities From MS ProjectImporting Activities From MS Project

I. Importing a Schedule ina different format(Cont'd):

6. Choose the appropriate importaction: either Update / Replace/ Add into an existing project orcreate a new one

7. Select the Project to which thenew data will be imported

8. Choose what to update or keeponly when updating an existingproject

[File Menu Import]

Exporting Activities To ExcelExporting Activities To ExcelII. Exporting/Importing an

Activity List in aspreadsheet:Export a spreadsheet that

will be used as a template

into which you can copy your

Activity List, to do this:

1. Open the new Project

2. Create a “dummy” activity

3. File Menu Export

4. Choose the format of the file tobe exported as "Spreadsheet"

5. Select the type of data to exportas "Activities"

[File Menu Export]

Activity List in aspreadsheet:

6. Select the Project to be exported

[File Menu Export]

6. Select / Modify the Template

7. Choose the data that you alreadyhave available in your ActivityList. The selected fields willappear in the same order in theexported spreadsheet.

8. Choose the destination andname of the spreadsheet to beimported.

[File Menu Export]

9. Copy/Paste your Activity Listand enter other activity data intothe exported spreadsheet.

10. Make sure Column headingsand format is maintained

11. Re-import the exportedspreadsheet with the new datainto P6

[File Menu Export]

Version 7 – New FeatureVersion 7 – New Feature

MS Excel Import Security

Problem: Global dictionaries can be easily modified if all users areallowed to import data

Previously, users had to be granted “all or none” permission to importdata from other Primavera products, MS Project and MS Excel

Now, administrator can allow importing of MS Excel files while stilldenying permission to import other types of data

Available in both Windows and Web clients

Create a MS Excel export file for schedule “CHP_NR”

Add a new XLS template with the following information inthis order:

Activity ID

Activity Status

Activity Name

WBS Code

Original Duration

Predecessors

Successors

Save the XLS template as “Training Template 1”

Export both activities and relationships

Activity TypesActivity Types

In P6, an Activity Type can be either:Task Dependent

Resource Dependent

Level of Effort

Start Milestone / Finish Milestone

WBS Summary

Activity Types (Task)Activity Types (Task)

Task Dependent Activity

Scheduled only according to the Activity's calendar

When you want to control the Activity's duration yourself

Activity’s Resources are scheduled according to the Activity'sCalendar

Use this Activity Type for all construction / physical activities

Activity Types (Resource)Activity Types (Resource)

Resource Dependent Activity

Scheduled according to the calendars of assigned resources

Resources are scheduled according to their own calendars

Used when several resources are assigned to the sameactivity, but may work separately, or when availability canaffect Activity's duration

Activity Types (Level of Effort)Activity Types (Level of Effort)

Level of Effort Activity

Commonly known as Hammocks

Has a duration which is determined by its dependentactivities, from the earliest start of its predecessors to thelatest finish of its successors

Should be linked to its predecessors with a SS, and to itssuccessors with a FF

Overhead-type activities are typically Level of Effort, e.g. SiteCleanup

Can be used for monitoring purposes, e.g. "Project Duration"

Activity Types (Level of Effort, Cont’d)Activity Types (Level of Effort, Cont’d)

Level of Effort Activity

(Cont'd)

Predecessors: 02 & 03

Successors: 04 & 05

Predecessors

Successors

Activity Types (Milestone)Activity Types (Milestone)

Start Milestone/Finish Milestone

A zero-duration activity with no resources

Used when an activity is intended to signify thecommencement/completion of a significant stage, rather thana physical work product

Examples : Notice to Proceed, Substantial Completion, etc.

Activity Types (WBS Summary)Activity Types (WBS Summary)

WBS Summary Activity

Has a duration which is determined by a group of activitiesthat share a common WBS level.

The Activity's duration will equal the overall duration ofactivities assigned to the same WBS level.

Resources that drive activity dates cannot be assigned to WBSsummary activities.

Activity Types (Cont’d)Activity Types (Cont’d)

To change the Activity Type:

1. Select the activity & showactivity details

2. Click the "General" tab

3. Choose the appropriateactivity type from the dropdown menu

What is the default activity type for Project “CHP_NR”?

Where do we assign the Project Leveling Priority?

How do we open two or more projects at the same time?

There are at least 4 different ways to add an activity in P6;what are they?

Activity DurationsActivity Durations

To enter/modify Activity's

Original Duration

Select the activity & showactivity details

Click the "Status" tab

Enter the Activity's durationin the "Original Duration"field

Enter the Activity's durationin the original durationcolumn

Create Level of Effort activities in your copy of “CHP_NR”to represent the length of each of the following stages:

Stage 1 (Activity ID “LOE_S1”)

Place each Level of Effort activity in the appropriate Stage

Assign the same calendar to these Level of Effort activities asthe existing Level of Effort Activity ID 40.

Relationships will be added during Training Task No. 8

Creating the WBSCreating the WBS

1. Open the new Project

2. Click on the "WBS" tabin the Directory Toolbar

3. The Project is by defaultWBS Level 1

4. Click on the "Columns"icon to show the WBSCode, Name & Path

Creating the WBS (Cont’d)Creating the WBS (Cont’d)

6. Insert a new WBS elementby selecting the WBS levelunder which you want thenew WBS node to existthen click "Add"

7. Enter the WBS element’sname & code. Code isincremented automatically.

8. Change the WBS element’slevel in the hierarchy usingthe arrow keys

Creating the WBS (Cont’d)Creating the WBS (Cont’d)

Modify the WBSdisplay using the"Layout Options"Toolbar

You can alsoCut/Copy andPaste WBSelements(includingactivities)

Assigning WBS CodesAssigning WBS Codes

1. Show the new projectactivities by clicking onthe "Activities" tab inthe directory toolbar

2. Click on the "Group &Sort" icon on the"Layout Options Toolbar

3. Organize the Activitiesby the "WBS"

4. Using the Cut & Pastecommands, moveactivities into theirappropriate WBSlocation

5. Also, modify theActivity's WBS locationusing the "General" tab

Assigning WBS Codes (Cont’d)Assigning WBS Codes (Cont’d)

You can also assign WBScodes by exporting aspreadsheet, filling in WBScodes against activities, thenimporting it back to P6.

Assigning WBS CodesAssigning WBS Codes

When deleting a WBS

element, make sure you

choose the option “Merge

Elements” to avoid

deleting subordinate

activities together with the

WBS code.

DatesDates

P6 expands the types of dates that are possible…

Date Field Definition

Start The current start date of the activity.Set to the remaining start date until theactivity starts, then set to the actualstart date. ‘A’ next to the date indicatesan actual start date; ‘*’ indicates that aconstraint is being used.

Dates (Cont’d)Dates (Cont’d)

Finish The current finish date of the activity. Setto the planned finish date until theactivity starts, becomes the remainingfinish date while the activity is inprogress, and then becomes the actualfinish date upon completion. ‘A’ next tothe date indicates an actual finish date;‘*’ indicates that a constraint is beingused.

Early Start The earliest date the remaining portionof the activity can begin. The date isbased on activity relationships, scheduleconstraints and resource availability.

Early Finish The earliest date the activity can becompleted. The date is based on activityrelationships, schedule constraints andresource availability.

Late Start The latest date the remaining portion ofthe activity can begin. The date is basedon activity relationships, scheduleconstraints and resource availability.

Late Finish The latest date the activity can becompleted. The date is based on activityrelationships, schedule constraints andresource availability.

Planned Start The date the activity is scheduled tobegin. Set to the early start date butcan be manually changed by the user.Does not change once an actual startdate is applied.

Planned Finish The date the activity is scheduled to becompleted. Set to the early finish datebut can be manually changed by theuser. Does not change once an actualfinish date is applied.

Remaining Early Start The date the remaining portionof the activity is scheduled toresume. Set to the planned startdate until the activity begins.Can be manually changed by theuser.

Remaining Early Finish The date the remaining portionof the activity is scheduled to becompleted. Set to the plannedfinish date until the activitybegins. Can be manuallychanged by the user.

Remaining Early Start The date the remaining portion ofthe activity is scheduled to resume.Set to the planned start date untilthe activity begins. Can bemanually changed by the user.

Remaining Early Finish The date the remaining portion ofthe activity is scheduled to becompleted. Set to the plannedfinish date until the activity begins.Can be manually changed by theuser.

Suspend Date The date work stopped on the activity forunexpected, but temporary, reasons. Dateis manually entered by the user.

Resume Date The date that work resumes after atemporary suspension. Date is manuallyentered by the user.

Tip: before an activity has any progress the Early Start,Planned Start, Current Start and Remaining Early Start datesare all the same.

Creating CalendarsCreating Calendars

1. Enterprise Command MenuCalendars

2. Choose Global

3. Click Add to create a new calendaror Modify to edit an existing one

4. Choose the Calendar that you wantto use as a template for new Projects

5. Modify the Work Week

6. Double-click to add work/non-workdays

7. Check in the “Default” Box to makethis the default Calendar for allfuture projects

[Enterprise Calendars]

Creating Calendars (Cont’d)Creating Calendars (Cont’d)

8. In the main Calendars window,choose Project

9. Add the Global Calendar that wascreated in Step 3 above

10. Holidays will be inheritedautomatically

11. Go back to the Home Page, Right-Click on the new projectProject Details

12. In the “Defaults” Tab, choose thenew Calendar from the drop downmenu

[Enterprise Calendars]

Creating Calendars (Cont’d)Creating Calendars (Cont’d)

To Assign a Calendar

1. Select the Activity.

2. From the “General”tab, select theappropriateCalendar.

Add a new Project calendar to your copy of “CHP_NR” withthe following attributes:

Calendar Name is “Special 6-Day Calendar”

6-day workweek for all of 2011 and 2012

No work performed during January 2011 or January 2012

Holidays are March 31st, July 4th and November 15th

Workday starts at 7:00 am and ends at 3:30 pm with 30 minutes for lunch

Activity Coding StructuresActivity Coding Structures

In addition to the WBS, you can group, filter,summarize and sort activities using Activity Codes

You can use Activity Codes in lieu of, or incombination with the WBS

E.g.: Phase, Area, Work type, Specification Division,Subcontractor, etc.

Create the Activity Coding

structure :

Enterprise Command Menu

"Activity Codes"

P6 provides 3 types of ActivityCodes:

Global: can be assigned toactivities in all projects

EPS: can be assigned toprojects within the EPS

Project: can only be assigned toactivities in the opened project

[EnterpriseActivity Codes]

structure (Cont'd):

Note the difference betweenthe Activity Code and ActivityCode Values

structure (Cont'd):

1. In the main Activity CodesWindow select "EPS"

2. Click "Modify"

3. A new window will appear, addthe new code & new code’s name

4. Close the window

5. Select the new code from the drop-down menu

6. Add new values to the code

Activity Field-Level Security

Previously, access could only be restricted to Global, EPS and Projectlevels; any user with Project-level access could change any activity

Each user can be assigned edit privileges to only the activity fields theyare required to update, while all others are read only

Activity-level security gives the flexibility to allow users to updatefields such as actual start and finish, percent completes and remainingeffort, while limiting those same users to read-only access to otheractivity-level fields

Assigning Activity CodesAssigning Activity Codes

1. Show the Project details byclicking on the "Show/HideBottom Layout" in the"Layout Options" toolbar

2. Click the "Codes" tab

3. Click "Assign"

Assigning Activity Codes (Cont’d)Assigning Activity Codes (Cont’d)

4. From the top bar, choosethe coding level fromwhich you want to assigncodes, whether Global,EPS or Project

Note: To assign from theGlobal codes, make surethe display Filter is set to“All values”

5. Select the code you wantto assign

Assigning Activity Codes (Cont’d)Assigning Activity Codes (Cont’d)

6. From the top bar, choosethe coding level fromwhich you want to assigncodes, whether Global,EPS or Project

Note: To assign from theGlobal codes, make surethe display Filter is set to“All values”

7. Select the code you wantto assign

Adding Code Values “On the Fly”

Individuals can now add new code values to the dictionary whileassigning codes to activities, without having to navigate to the activitycode dictionary

User will simply be prompted to specify the activity code value anddescription

Just like P3!

Add a new Project activity code to your copy of “CHP_NR”and name it “Responsibility”

Assign the following code values to “Responsibility”“TC” (description = “Traffic Control”)

“Dirt” (description = “Excavate Sub Base”

Using the Activity Details in the bottom layout, assign codevalues to select activities

Assign “TC” to all activities with “Traffic Control” in the Activity Name

Assign “Dirt” to all activities with “Excavate Sub Base” in the Activity Name

What are some other ways to assign Project activity codes?

Adding Logic RelationshipsAdding Logic Relationships

1. Show the Project details byclicking on the "Show/HideBottom Layout" in the"Layout Options" toolbar

2. Click the "Relationships"tab

3. Click "Assign" to addPredecessors / Successors

4. Select the Predecessor /Successor from the list

Adding Logic Relationships (Cont’d)Adding Logic Relationships (Cont’d)

New logic relationships areFinish-to-Start by default.To change the relationshiptype, double click in the"Relationship Type" fieldthen choose the appropriatetype from the drop-downmenu.

You can only input theRelationship Type & Lag.Other fields areautomatically calculated bythe software.

To customize the displayedcolumns, Right-Clickanywhere in the Predecessoror Successor area.

Adding Logic Relationships (Cont’d)Adding Logic Relationships (Cont’d)05/12 05/20

FS – Lag 105/22 05/30

FF – Lag 2

SS – Lag 1

To Add a Predecessor /

Successor to Multiple

Activities

1. Highlight all activities towhich you want to add thepredecessor / successor

2. Click on the "Predecessors"or "Successors" icon on the"Command Bar", as may beappropriate

3. Select the commonpredecessor / successor thatyou want to add to thehighlighted activities

To link a Series of Activities

1. Ctrl-Click the activities inthe order you want them in

2. Right-Click "LinkActivities"

3. They are now linked in theorder they were selected

Dissolve Activity

Deletes the activity but joinsits predecessors to itssuccessors with a Finish-to-Start Relationship

Select the Activity, open theEdit Menu "DissolveActivity"

Logic Networks

To trace activitiespredecessors and successors:

Click on the "Trace Logic"icon in the Layout optionstoolbar

Logic Networks (Cont'd)

To view the overall Project'snetwork, click on the "ActivityNetwork" icon

We will now add relationships for the Level of EffortActivities added during Training Task No. 5:

Open the Activity Details and click on“Relationships” (hint: this tab may need to be added)

Assign one predecessor and one successor for eachLevel of Effort Activity

Training Task No. 8 (Cont’d)Training Task No. 8 (Cont’d)

There are at least 4 different ways to addrelationships between activities in P6. What are they?

ConstraintsConstraintsDefinition:

A Constraint is a restriction imposed on the start or finish date of an activity

It may or may not override logic, depending on the Constraint Type

Should be used sparingly, only to represent external factors that are notwithin the control of the organization, e.g. easements, ADOT ROW, etc..…

Should not be used as “Shortcuts”

Always Document the basis for using the constraint

Constraints (Cont’d)Constraints (Cont’d)

Constraint Types

Start on : imposes a start date. Can delay an early start or accelerate a late start tosatisfy the imposed date. Unlike the mandatory start constraint, doesn’t violate logic.

Start on or after : Also known as "Start no earlier than". Affects only early dates.Limits the earliest time an activity can begin so that early start date cannot be earlierthan the constraint date. Logic however, may cause the early start to occur later.

Start on or before : Also known as "Start no later than". Affects only late dates.Limits the latest date it can start. When calculating a schedule, it is used in thebackward pass only if the calculated late start date will be later than the imposeddate. This constraint may decrease total float.

Start on or afterStart on or Before

Start on

Constraint Types (Cont'd)

Finish on: Similar to the "Start on". Imposes a finish date. The finish on constraintcan delay an early finish or accelerate a late finish to satisfy the imposed date.

Finish on or after : "Finish no earlier than". Limits the earliest time it can finish sothat the finish of an activity is not scheduled before the imposed date.

Finish on or before : "Finish no later than". Limits the latest time it can be finished.The finish on or before constraint affects only late dates. Reduces Total Float.

Finish on or afterFinish on or Before

Finish on

Constraint Types (Cont'd)

As late as possible : Pushes the activity to start as late as possible without delayingits successors, if it has available float.

Mandatory start / Mandatory Finish : sets early and late dates equal to the dateyou specify. Overrides logic…..Do not Use..!!!!

Constraint to “Starton or after” 06/05

Constraint (Cont'd)

Always re-calculate the schedule after you apply a constraint.

Always document the basis of the constraint.

Assign a “Finish On or Before” constraint to Activity ID 9999Finish date should be 01/18/12

Change the previous constraint to “Mandatory Finish” with aFinish date of 12/05/11

What happens?

Is it possible to assign a constraint to an activity so that theactivity will appear to be critical at all times?

SchedulingScheduling

Click Tools Schedule

OR click F9

Select the Data date

Schedule the project aftereach logic change for it totake effect

Now it’s time to calculate the Schedule

Scheduling (Cont’d)Scheduling (Cont’d)

In Primavera P3, relationship lag was determined by thecalendar on the predecessor activity

P6 has multiple options for relationship lag:Predecessor activity calendar

Successor activity calendar

24-hour calendar

Default calendar

Progress Override vs. Retained Logic

Float Calculations

Grouping & SortingGrouping & Sorting

Click on the "Group & Sort"

icon in the Layout Options

Toolbar

Double-click in the "Groupby" field to select thegrouping data item.

Double-Click on the Font &Color field to modify theformat of the grouping bands

Grouping & Sorting (Cont’d)Grouping & Sorting (Cont’d)Mark "Show Group Totals"to display the totals per dataitem in the grouping bands(e.g. total budgeted cost perArea)

Grouping & Sorting (Cont’d)Grouping & Sorting (Cont’d)

Click "Sort" to specify theorder of activities within eachgroup

When done, click "Apply" forchanges to take effect

FiltersFilters

1. Click on the "Filters"icon

2. Click:

"New" to create anew filter,

"Modify" to edit anexisting one, or

Copy/paste a globalfilter under the "UserDefined" category tomodify it

Filters (Cont’d)Filters (Cont’d)

3. Enter the Filter criteria; couldbe any activity attribute: Code,WBS or Resource assignment,a Date, % complete…etc.

4. Choose the Filter Parameter,whether you want to filter toshow activities complyingwith ALL or ANY of thecriteria.

Filters (Cont’d)Filters (Cont’d)

5. Mark against thefilter(s) that you wantto apply

6. Select "All SelectedFilters" or "AnySelected Filter" todisplay activities thatmeet ALL or ANYcriteria specified in theselected filters

7. To revert to displayingall activities, mark the"All Activities"checkbox

Activity TableActivity Table

1. Click on the "Columnsicon"

2. Choose from theavailable data fields thecolumns that you want todisplay, use the arrowskeys to add/removecolumns to the currentlayout

Click "Edit Column" tomodify the Columnsformat and/or title

Activity Table (Cont’d)Activity Table (Cont’d)

Columns can be useful in

Adding/modifying activity

details, e.g. :Changing

Activity Codes

1. Click on the "Columns"icon in the Layout OptionsToolbar

2. Choose from the "ActivityCodes" categories thecolumns that you want todisplay using the arrowkeys

3. In the activity row, double-click on the activity codeyou want to add/modify

4. Select the appropriate code

To view activity groupsummaries, right-clickanywhere in the ActivityTable Choose either:

"Collapse All" : tosummarize all the scheduleto the project level

"Collapse to": to summarizethe schedule up to certainlevel only

"Expand all" to display allactivities

Fill Down FunctionFill Down Function

You can quickly copy a certainactivity attribute to manyactivities

For example, to assign the samecode to multiple activities:

Highlight the activities,Right-Click "Fill Down"

Create a filter to display all Stage 1 and Stage 2 work

Create a filter to display only activities with “traffic control”in the activity name

What is the difference between longest path and critical path?

Can a schedule have negative float even though there are noconstraints on any activities?

Customizing the Bar ChartCustomizing the Bar Chart

To Customize the Timescale

View Menu Timescale

Click on the "Timescale“ icon in

the Layout Options toolbar

Enter the Timescale start

Enter the Timescale Interval

Use Timescale Type :Calendar

Customizing the Bar Chart (Cont’d)Customizing the Bar Chart (Cont’d)

Double-Click anywhere inthe Chart area to return tothe Project start

Click on the Zoomin/Zoom out icons to viewa smaller/larger timeperiod

To customize the Bars:

View Menu BarsORClick on the "Bars" icon inthe Layout Options toolbar

Mark the checkbox next tobars you want to show

Modify the shape and colorof the selected Bar from the“Bar Style” tab.

Under the Bar Labels Tab,

Click "Add" to select a BarLabel, e.g. Activity Name,Start & Finish Dates, etc.

You can add a new bar

style for a certain group of

activities, e.g.:

all activities with a certain

Activity code

1. Click "Add" or copyanother Bar

2. Enter the new Bar’sstyle and criteria

3. Enter a Filter toassociate a group ofactivities with the Bar’sstyle

Click on the "Spotlight" icon

and drag it highlight progressduring a certain period

Click on the "logic lines"

icon to show logic

relationships in the Bar

Careful when clicking inthe Bar Chart area, logicrelationshipscan be changed…!!

Attachment Tools

Add Curtains tohighlight certainperiods of time

Attachment Tools

Add text to ActivityNames

Progress Line

A new progress line can be shown on the Gantt chart tographically communicate variances in project progress

The progress line can be displayed with activity current barsand display schedule variance

In addition, the progress line can be drawn on top of baselinebars, plotting the progress point of each activity on itsbaseline bar

The progress line shows where the progress should be relativeto the data date (available in both Windows and Web Clients)

Using your copy of “CHP_NR”, create a new layout with thefollowing attributes:

Timescale is dark green and text is white

Timescale should display dotted sight lines every quarter and solidsight lines at the end of every year

Activity Table should contain the following data in this exact order: Activity ID

Activity Name

Original Duration

Duration Type

Remaining Early Start

Remaining Early Finish

Center align text in each data column

Group all activities as follows:Activity Code “Stage” is highest level and should have an orange bandwith black text (font size = 14)

Activity Code “Post Mile” is the next highest level and should have adark blue band with white text (font size = 12)

Sort activities as follows:Early Start, then

Early Finish

Filter activities to meet both of the following criteria:Total Float = 0

Activity Type does not include Level of Effort

Make the following changes to the Gantt ChartMake critical bars purple

Add float bars on Row 2 and make them yellow

Add a curtain for the month of January in 2011 and 2012 and make thefilter light green in color with “/” fill pattern

Save layout as “Training Layout 1”

Print SetupPrint Setup

File Menu Page Setup

In the "Page" tab, make sure to"Fit Timescale" to 1 page wide

[File Menu Page Setup]

Print Setup (Cont’d)Print Setup (Cont’d)

In the "Footer" tab specify

Number of sections intowhich the footer to bedivided

Which pages to show thefooter on

Data to be included ineach section

To enter Data into the footer Sections, select the section,Select Data Item form the drop down menu click Add

Print Setup (Cont’d)Print Setup (Cont’d)

In the "Options" tab

Specify:

Timescale Start

Timescale Finish

Data Items to be printed

LayoutsLayouts

To open or save layouts:

Click the View Menu Layout

To Create a new layout

1. Open an existing layout thatmost closely resembles theformat of the new layout youwant to create

2. Choose View, Layout, Save As

3. Type a name for the new layout

4. In the Available To field, selecta user category, then click Save

[View Menu Layout]

Layouts (Cont’d)Layouts (Cont’d)

You can transfer layoutsusing the import/exportoptions

[View Menu Layout]

Day IIDay II

Defining Resources

Assigning Resources

Analyzing Resources & Cost Usage

Activity Duration Types

Percent Complete Types

EV calculations

Expenses

Updating the Schedule

Creating a Baseline

Recommended Scheduling Practices

Defining ResourcesDefining Resources

To Create a new Resource

1. Click on the Resources tabin the Directory Toolbar

2. Click on the DisplayOptions toolbar to filterthe displayed Resources toeither all Projects in theDatabase or the CurrentProject only

Defining Resources (Cont’d)Defining Resources (Cont’d)

3. Click "Add" to add a newresource and follow theWizard

OR Right-click Add

OR Click "Insert"

You can also Copy/PasteResources from differentProjects.

Use the arrows to move thenew resource to its appropriateposition in the hierarchy

Right-click on the newresource "Details"

4. Under the General tab, enterthe Resource ID & Resourcename

5. Under the Details tab:

Enter the new Resource’s type:Labor, Non-labor or Material

Select "Auto Compute Actuals"if you want actual units to beautomatically updated based onthe Activity's % complete

Select "Calculate Costs fromUnits" to generate a "BudgetedCost" based on the ResourceUsage

Select the Resource calendar.The default project calendar isrecommended

6. Under the Units & Prices tab:

Click "Add" to enter resourcePrice/Unit for certain timeperiods. Example : labor wagesincrease

Enter the Maximum Units/Time:Maximum hours the resourcecan work per day

Assigning ResourcesAssigning Resources

1. In the Resources tab of theActivity Details BottomLayout, click "AddResource"

Click on the Resourcesicon on the Command Bar

2. Select the Resource youwant to add

3. Enter the Resource’sBudgeted Units (e.g.Hours)

By default:

Budgeted Cost = Price/Unit x Budgeted Units

Budgeted Units = Units/Time x Duration

Assigning Resources Budget/CostAssigning Resources Budget/Cost

To Change a ResourcePrice/Unit

Tools Menu RecalculateResource Assignments

Any changes to Resourceinformation will then take effect

Assigning Resources Budget/CostAssigning Resources Budget/Cost

By Default:

Budgeted Units = Units/Time x Duration

Budgeted Cost = Budgeted Units x Price/Unit

Importing Resources from “XER”Importing Resources from “XER”

Importing Resources from the Estimating Software

To use the resources created in an estimating software:

Import the "XER" file generated by the estimating software into P6

You can choose to import the resources only into the existing new project

All the new resources will be imported into the shared resource pool

[File Menu Import]

Resource Assignment LayoutResource Assignment Layout

Click on the "Assignment"tab in the DirectoryToolbar to displayactivities per resource

To add/remove columns:Right-click on the title bar Columns Customize

The Spreadsheet on theright side shows totals pertime period (BudgetedUnits, Budgeted Cost, etc.)

To customize the Spreadsheet contents : Right Click anywhereSpreadsheet Fields Customize Select from either cumulative values orvalues per time period

Activity Usage SpreadsheetActivity Usage Spreadsheet

Click on the "Activities"tab in the DirectoryToolbar

Click the "Activity UsageSpreadsheet" icon

Left pane displays theActivity Table, same ascurrent layout

Right pane displaysactivity data in a time-scaled spreadsheet format

Activity Usage ProfileActivity Usage Profile

Resource total Units orCosts per time period arerepresented as ahistogram

Choose to display usagefor either "All activities"or only "SelectedActivities"

Note that the chartincludes only activitieslisted above in theActivity Table

Activity Usage Profile (Cont’d)Activity Usage Profile (Cont’d)

Mark the "Time period"checkbox only if youwant to filter the activitytable based onhighlighted periods in thechart

Activity Usage Profile (Cont’d)Activity Usage Profile (Cont’d)

To customize the chart:Right-click "ActivityUsage Profile Options"

Resource Usage SpreadsheetResource Usage Spreadsheet

The left pane lists allthe resources or rolesstored in the hierarchy,(depending on thecurrent view).

The middle panedisplays all of theactivity assignmentsfor the resource or rolecurrently selected inthe left pane.

The right pane displays the values for the activities assigned to theresource currently selected in the left pane.

Resource Usage ProfileResource Usage Profile

The left pane lists all theresources stored in thehierarchy view.

The right pane displaysthe total usage of theselected resource, interms of either units orcosts.

To customize the chart,right-click in the chartarea "ResourceUsage Profile Options”.

Copy Project “Oracle_R” (provided by the instructor) intoEPS Node “Sample Projects”

Determine the hours in the schedule for the followingresources:

Carpenter (“LCARP”) week of 12/13/09

Flatrack (“ETFR”) week of 06/13/10

Link Belt 60T Crane (“EH60T”) week of 04/03/11

Semi Belly Dump (“RT18B”) week of 01/09/11

Equipment Operator (“LO”) week of 07/04/10

Resource LevelingResource Leveling

Definition

A process that helps you assure there are sufficient resources availableto perform the activities as planned and highlight resource over-allocations or conflicts

The software reschedules an activity, using its available Total Float, tooccur when its resource demands can be met so as the total resourceusage does not exceed its limits

May result in a late Project Finish date if the affected activities wereon the Critical Path

Resource Leveling (Cont’d)Resource Leveling (Cont’d)

1. Click on the “LevelResources” icon

2. Click “SelectResources” tochoose theresources you wantto level

Before Leveling After Leveling

Resource LevelingResource Leveling

Before Leveling After Leveling

Select only concrete labor (“LCL”) for leveling

Change the resource usage profile to show only RemainingLate Dates

Increase the maximum units per day for concrete labor to 16hours

Level “LCL” with all leveling options turned offWhat happens to the Total Float?

Level “LCL” with the “Level resources only within activity Total Float” andcompare results

Guidelines

Resource leveling requires a different type of logic; “soft” logic isnecessary to allow enough float for activity dates to be adjusted

Level one resource at a time to determine whether any negative floatis created; if everything is okay, add more resources for leveling, oneat a time

All users (including the client) need to understand that resources aredriving activity dates in addition to the logic

Remember to resource level the schedule after each schedulecalculation (or select option to always level when scheduling)

Guidelines (Cont’d)

Leveling one resource will most likely remove the total float availablefor leveling other resources, so even the order in which you levelresources can change the results

Over-allocation of resources can be used to identify the need for adifferent workday calendar, higher limits, or the need for selectiveovertime

Leveling within the activity Total Float (option) will not allowresource leveling to delay the project

Resource leveling takes a lot of practice to master; start with a fewsimple resources and build confidence

Activity Duration TypesActivity Duration Types

Fixed Duration Types

1. Fixed Duration & Units/Time

2. Fixed Duration & Units

P6 provides 4 types of Activity Durations.

Fixed Resource Types

3. Fixed Units

4. Fixed Units/time

Activity Duration TypesActivity Duration Types

To change the Activity Duration Type:

1. Show the Activity Details in the Bottom Layout

2. Select the "General" Tab

3. Select from the drop-down menu the appropriate Activity DurationType

Activity Duration Types (Cont’d)Activity Duration Types (Cont’d)

The Duration type only matters when the activity is assignedresources.

The following equation must hold true regardless of whichvariable is updated.

Resource Units = Units/Time x Duration

The Duration Type enables you to control which variables ofthis equation are calculated when you change a value.

1. Fixed Duration & Units /TimeResource Units = Resource Units/Time x Duration

Changes

Constant

2. Fixed Duration & Units

Resource Units = Resource Units/Time x Duration

3. Fixed Units /Time

4. Fixed Units

Task Dependent Activities.Schedule Drives Resources.Duration overrides Resources(Units/Time or Units).

Resource Dependent Activities.Resources Drive the Schedule.Resources (Units/Time orUnits) overrides Duration.

Fixed Duration Types (Duration drives Resources)

Fixed Resource Types (Resources drive Duration)

321Fixed Units

312Fixed Units/Time

132Fixed Duration & Units

123Fixed Duration & Units/Time

DurationResourceUnits/TimeResource Units

Priority

Fixed Duration & Units/TimeFixed Duration & Units/Time

Duration (Day)

Units/Time (Hrs/Day)

Units (Hrs)

40 Hrs = 8 Hrs/Day x 5 Days

Input80 Hrs

When Units were Changed, Units/Time were changed tomaintain the equation, Duration is never recalculated with thistype

Input16 Hrs/Day

Units/Time

Input10 Days

Duration

Duration Overrides Resource Variables (Units & Units/Time)

Fixed Duration & UnitsFixed Duration & Units

Duration (Day)

Units (Hrs)

Input80 Hrs

When Units/Time were Changed, Units were changed tomaintain the equation, Duration is never recalculated with thistype

Input16 Hrs/Day

Units/Time

Input10 Days

Duration

Duration Overrides Resource Variables (Units & Units/Time)

Fixed UnitsFixed Units

Duration (Day)

Units (Hrs)

Input80 Hrs

When Units were Changed, Duration changed to maintain theequation, Units/Time remained Constant. Resource variablestake precedence over Duration.

Input16 Hrs/Day

Units/Time

Input10 Days

Duration

Resource Variables (Units & Units/Time) Override Duration

Fixed Units/TimeFixed Units/Time

Duration (Day)

Units (Hrs)

Input80 Hrs

When Units/Time were Changed, Duration changed to maintainthe equation, Units remained Constant. Resource variablestake precedence over Duration.

Input16 Hrs/Day

Units/Time

Input10 Days

Duration

Resource Variables (Units & Units/Time) Override Duration

Units/TimeDurationDurationUnits/Time Override

Fixed Units

UnitsDurationUnits Override

DurationFixedUnits/Time

Units/TimeUnitsDuration Overrides

Units/TimeFixed Duration& Units

UnitsUnitsUnits/TimeDuration Overrides

Fixed Duration& Units/time

When youchange

Duration, thisvalue

changes...

When youchange

Units/Time, thisvalue

changes...

When youchange Units,

this valuechanges...

ActivityDuration Type

Typically Used:

Task Dependent Activity Type

Fixed Duration & Units/Time ActivityDuration type

Percent Complete TypesPercent Complete Types

P6 provides 3 types of Percent Complete

1. Duration

2. Physical

3. Units

Percent Complete Types (Cont’d)Percent Complete Types (Cont’d)

To select the Activity's Percent Complete Type:

1. Show the Activity Details in the Bottom Layout

2. Select the "General" Tab

3. Select from the drop-down menu the appropriate Activity PercentComplete Type

Percent Complete Types (Duration)Percent Complete Types (Duration)

ACTIVITY % COMPLETE = SELECTED % COMPLETE TYPE

1. Duration Percent Complete :

If activity progress can most easily be reported based on original andremaining duration.

The Activity % Complete will equal Duration % Complete, calculated as :

For example, if you have a 10-day activity that has 4 days remaining, it is60% complete.

If Remaining Duration becomes greater than or equal to the OriginalDuration, Duration Percent complete will equal Zero…

[(Original Duration – Remaining Duration) / Original Duration] x 100

Percent Complete Types (Units)Percent Complete Types (Units)

2. Units Percent Complete :

Progress is reported based on the accomplished work effort (Units) ascompared to how much work remains.

The Activity % Complete will equal Units % Complete, calculated as :

For example, if an activity has a resource assigned 40 Hours, and theresource has actually completed 30 Hours, the activity is 75% complete.

[(Actual Units ) / (Actual Units + Remaining Units)] x 100

Percent Complete Types (Physical)Percent Complete Types (Physical)

3. Physical Percent Complete :

Progress is manually entered by the User.

Choose this type when you want to remove the link between the reported remainingduration and the Activity's percent complete i.e. where progress will be reportedseparately from the remaining duration.

Recommended, especially with Cost loaded schedules, where payment is based onschedule’s reported progress.

Provides a better historical record of the schedule’s progress.

Save the existing “Training Layout 1” as “Training Layout 2”

Add columns to the Activity Table for the following percentcomplete types:

Duration

Physical

Activity

Find Activity ID b275.2.a10 using <Control-F>

Select current Early Start date as the Actual Start

Change the Duration % Complete to 50%What happens to the Remaining Duration?

Did anything else change?

Change the Physical % Complete to 40%Did anything else change?

Change the % Complete Type to “Physical”Did anything else change?

Change the % Complete Type to “Units”Did anything else change?

Earned Value CalculationsEarned Value Calculations

Definition: Budgeted Cost of Work Performed

Earned Value = Budgeted Cost x Activity % Complete

Activity % Complete = % Complete of Selected Type

Earned Value Calculations (Duration)Earned Value Calculations (Duration)

Example I : Activity 33

Original Duration = 3

Remaining Duration = 1

Duration % complete = [(OD-RD)/OD] x 100 = (3-1)/3 x 100 = 66.67%

Physical % Complete = 10 % (manually entered)

Percent Complete Type = Duration

Budgeted Cost = $1,000

Activity Percent Complete = Percent Complete Type = Duration % = 66.67%

Earned Value = Activity % x Budgeted Cost

= 66.67% x $1,000 = $667

Earned Value Calculations (Physical)Earned Value Calculations (Physical)

Example II : Activity 103

Original Duration = 3

Remaining Duration = 2

Duration % complete = [(OD-RD)/OD] x 100 = (3-2)/3 x 100 = 33.33%

Physical % Complete = 40 % (manually entered)

Percent Complete Type = Physical

Budgeted Cost = $10,000

Activity Percent Complete = Percent Complete Type = Physical % = 40%

Earned Value = Activity % x Budgeted Cost

= 40% x $10,000 = $4,000

Earned Value Calculations For PaymentEarned Value Calculations For Payment

Utilizing Earned Value for

Payment Purposes

1. Create a Resource named"Cost"

2. Assign the new resource,"Cost", to all activities that willbe cost-loaded

Earned Value Calculations For Payment (Cont’d)Earned Value Calculations For Payment (Cont’d)

3. Assign a Budgeted Cost for each activity so as to distribute the ContractPrice over all schedule activities. You should be able to manually entervalues

If the "Budgeted Cost" column does not appear, right-click anywhere in the tabCustomize, then add the “Budgeted Cost" Column

Budgeted Cost of all cost-Loaded Activities should add-up to the TotalContract Price

Act ID Activity NameSchedule of Values Item No.

Total/Activity1.1 … 2.1 …

103 Remove Guardrail x

113 Remove Existing Catch Basins x

62 Remove Median Paving x

15 Remove Embankment Curb x

24 Remove AC x

20 Remove and Replace Mail Boxes

39 Clear and Grub x x

48 Remove Fence

27 Saw Cut AC

Total per Schedule of Values Line ItemContractPrice

A SOV line item can be distributed over a number of activities, but eachActivity's amount should be obtained from only one line item

Contract PriceTotal per Schedule of Values Line Item

Saw Cut AC27

Remove Fence48

xxClear and Grub39

Remove and Replace Mail Boxes20

xRemove AC24

xRemove Embankment Curb15

xRemove Median Paving62

xxRemove Existing Catch Basins113

xRemove Guardrail103

…2.1…1.1Total/Activity

Schedule of Values Item No.Activity NameAct ID

Budgeted Costs of all cost-loaded activities should add-up to the Total ContractPrice

The Earned Budget of all cost-loaded activities should add-up to the total "PayApplication" amount

Group / GrandTotals can beuseful forcomparison of theschedule and payapplication

All Cost-LoadedActivities shouldhave a "Physical"Percent completetype

To be morespecific, you cancreate & assign anumber ofresources, eachrepresenting acertain Scheduleof Values LineItem, or possiblya subcontractor

Save the existing “Training Layout 2” as “Training Layout 3”

Add columns to the Activity Table for the following:Labor Units % Complete

Budgeted Labor Cost

Activity % Complete

Physical % Complete

Find Activity ID a70.3.3 using <Control-F>

Select current Early Start date as the Actual Start

Change Activity % Complete to 25%What happens to the Remaining Labor Units?

Change the % Complete Type to “Units”Does this change remaining hours?What happens to Labor Units % Complete?

Change Physical % Complete to 70%Does this change anything?

Change Labor Units % Complete (column) to 50%

What happens to “Units %” in the Activity Detail?

Instructor will explain options for calculations under ProjectDetails

ExpensesExpenses

You can use expenses to assignand monitor costs

Go to Enterprise CostAccounts

Click "Add" or use theCopy/Paste options to create anew Cost Account structurereflecting the Project's Scheduleof Values

[Enterprise Cost Accounts]

Expenses (Cont’d)Expenses (Cont’d)

Expenses can be usedto calculate Earned Value inthe same manner as resources

Under the "Expenses" tab of theActivity Details Bottom Layout,assign a new "Cost Account"

Enter a Budgeted Cost

Earned Value will be calculatedin the same manner as if theExpense was a Resource

[Enterprise Cost Accounts]

Updating the ScheduleUpdating the Schedule

The Data Date:

The current date based on which the schedule is updated to report actual progressand projects a new completion date.

The calendar date that separates actual (historical) data from scheduled data.

E.g. for Schedule update for period ending March 31, 2008, Data Date should beMarch 31, 2008.

Updating the Schedule (Cont’d)Updating the Schedule (Cont’d)

To Create a Schedule Update

1. Click the "Projects" tab

2. Create a copy of the Baseline Schedule and rename it

3. Open the new copy of the schedule

In the new Project, open the"Status" Tab

Update ONLY the following

Actual Start: If Activity hasactually started, mark the"Started" checkbox and enterthe Actual start Date

Actual Finish

Remaining Duration, ifactivity has started but notfinished : the amount of timeremaining to finish theactivity

Physical % Complete, only ifActivity's Percent Completetype is "Physical"

DO NOT Change!

Original Duration

Logic Relationships

Activity ID

Activity Description

Budgeted Cost

Do not record any actualstart or finish dates after theData Date

1. Tools Menu ScheduleORClick F9ORClick on the "Schedule" icon

2. Enter the new Data Date

3. Click "Schedule"

Updating Resources

1. Click on the "Resources" tab

2. Enter the actual resource usage in the "Actual this Period" field

3. The "At Completion" units will be updated as Actual Units + Remaining Units

Recording Impacts/Changes in Schedule Updates

All Delay events, Change Orders and any other impacts should be adequately recordedin Schedule updates…AS NEW ACTIVITIES

Earthworks

Foundations

Differing Site Conditions

Foundations

Earthworks

Notice of Differing Site Conditions

Foundations

Earthworks

Recording Impacts/Changes in Schedule Updates (Cont'd)

Additional Work

Investigation

Change Order

Schedule Update Checklist

Has the Project Completion date or any interim milestone dates change?

Did the Critical Path Change, if yes, why..?

Any Negative Float?

Have all approved Change orders been adequately incorporated?

Have all delay events/impacts been properly recorded?

Any trends worth watching, e.g. a subcontractor consistently delayed, anactivity or area continuously slipping?

Have all schedule changes been explained in the accompanying narrative?

Has the schedule log file been reviewed?

To save an electronic copy of the schedule

File Menu Export

Export the Project in "XER" format to the desired location

Creating a Baseline (Target)Creating a Baseline (Target)

To Create a Project Baseline

Project MenuMaintain Baseline

Click "Add" to create ordesignate a Baseline for thecurrently open project

Creates a copy of thecurrent project as it exists

to use it as a Baseline

Converts another existingProject into a Baseline forthe current one

[ProjectMaintain Baseline]

Creating a Baseline (Cont’d)Creating a Baseline (Cont’d)

After you designate Baselines in the"Maintain Baselines" window,

1. Go to Project Menu AssignBaseline

2. Assign the Baseline from the"Project Baseline" drop-downmenu

To Create a Project Baseline (Cont'd)

[ProjectAssign Baselines]

When you convert a Project into aBaseline in another project, it nolonger becomes a separate project byitself.

To restore a Project that was converted to a Baseline:

1. Remove it from the "Project Baseline" field in the "Assign Baseline" Window

2. In the "Maintain Baselines" window, select the Baseline you want to restore,then click "Restore"

[ProjectMaintain Baselines]

Comparing Baseline to Current Schedule:

You can addcolumns ofBaseline Data

…and show BaselineBars

Recommended Scheduling PracticesRecommended Scheduling PracticesSchedule’s minimum content:

Engineering: significant submittals & shop-drawings preparation & approval

Procurement, Fabrication & Material Deliveries: especially long lead items

Construction activities: scope adequately covered

Schedule Integrity:

Level of detail appropriate for monitoring

Activity Name unique, clear & complete

Smart Activity IDs

Logic driven

Sequence is realistic, achievable, and based on careful scope review

Durations are reasonable

No activities without successors or predecessors

Constraints justified and documented (in Notebook)

Total Float is meaningful

p6 102 manual cns printer friendly format

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