g d 8 Primavera P6 a Implementation 7 Manual 8 B 3 q a Eng. Wael Ammar, PMPese se PROM Bars e snows mM Na eeDireetory bar Us the Directory bar to display windows quickly. Choose View, Toolbars, Directory, to display of hide the Directory bar. Vou can als click Dit. on the Navigation Bar. [Navigation bar {Use the Navigation bar to move between open windows to display a hide the Directory Bar, and 0 acess Help forthe curren window. The Nevigaton bar is displayed or hicken when you choose View, Toolbars, Navigation Bar. Back: Displays the las window yor opened. Forwards Displays the next window ina series of windows you opened. The Forward Brat is available only afer you use the Back buon to relsplay a previous window. Home: Returns tothe Home window. Use the Home whndow mera to display windows quick: Din: Displays or hides the Directory bar Help: Opens Help forthe ewrent window. Tp + To show or hide Navigation bar burton text, choase View, Toolbars, Navigation ar Buton Test, Projects: Displays the Projects window. Use to erate or eit your orzanization's cies. Projects A project isa set of activities and associated information that consis a plan for ‘reoing a prohctar ervice A project hata tartan ig date, work breakbwy Structire (WBS). ad any mamber of activites, relatiomhps, baselines, expenses, sks, issues, thresholds, and work products and documents. | projeet may aso have is ex Web ste, While resources typically extend across ll projec, eae projet has its own resource assignments. Similarly, while calendars, reports, and acti codes may Spar Projects, they cam ao be projeer- specifi. Resourees: Displays the Resources window. Use to create or eit your organizations Resourees Resources include he personne and equipment thot peform work on aces aerosol projects. Resources are generally reused benveen actives andior projects. Inthe Project Managenent module, you can ereote a resource poo! that reflec your ‘organization’ resource sircture and supports the assignment of resources fo aces. The Project Meragerve module also enables you to distinguish benveen Tabor ‘material. and nonlabor resources. Labor anu nonlabor resources are akvaysrime-based ‘and material resources, sich os cossimable lems, use unt of measure you can speci:You cam ereoe and assign resource calendars and define a resouree's role, contact ingormation, and time-varying prices. [Fa resource uses Taneshees, you can also asign login name and password fo the resource. Define a maser list of resources consisting ofthe resonrees necessary to complete the rojeessn your organization. Then group resources fe ereate a easily accesible pool _From which you eam draw when asigning resources toa projet. For each resouree, se “availability Fits, nit prices, an a calendar to define ite standard worktime and homworktine, then allocate resoures othe activites that reguire them. To enable grouping and rollups of our resources across the orgovication, setup resource codes ‘and assign code values. Resources are differen thom expenses, While resources can be time-based and generally extend across muple activites andor projets, expemes are onestine expenditures for hnonreusabl items required by activities The Project Managemen! module doesnot Include expenses when leveling resources Primary Resources ‘The Project Management module allows you to assign zvimary resources to activites. An ‘activin’ primary resource i ypealy the resource whois responsible for coordinating ‘an ocsiy’s work Using Timesheet, the primary resoaree also updates the activity’s art dat, finish lt, ond expected end date In addition, if am activity has any material resources the primary resource may also be responsible for reporting the material resources units aswell. With he exception of materialresoures, all other eso1eees are ‘responsible for reporting thelr own hours for arsigned activites, Resource Secsrity Rezource security allows the adminisrator 1 restrict your resource access by assigning “yon fo a node inthe resouree hierarchy. That node Is Your root node. Once assigned 10 2 resource node, you have access onl o your roo! mode and all ft hier. In he ‘Resource ssgrmentswincow you still have access ro wren! pret resources even if ‘hey are outside Yow roo! node Reports: Displays the Reports window, Use o rn, ald, edi, o delete reports for ‘lab daa or the open projects Reporting features In adation to providing a large library of standard preject management reports, 280 ‘reporting ools are avalabl to access and report infermation stored in the database: the Report Wizard and the Report Eelitor Report Wizard You can use the Report Wizard o easily ereate 0 wide variety of customized reports. The waar steps you through the process of creating new reports enabling you to selec! thecategory of information and specific data ils fo include. You ca group, sor, ae filer project information and ince rime-distributed data for aits andl costs. When you ‘create a report withthe Report Wizard you cam later se he wizard or the Report Editor ‘to modify the report, ifnecessary. + Reports erated wth the Report Wizard have te wicard icon: Report Eaton ‘The Report Editor is a powerful too thot enables you to erete report that are highly customised. Although you can create customized repors with the Report Ward, the Report Edhtor provides the eapabiliy to tailor a report more closely 0 your specific requirements The Report Bator enables you to gro sor, fle, cox rollup project Jnformation. You can play tne distributions for unite and costs and include graphics ‘and HTML links in your reports. You ea use the Report Bit ofurher ensiomise ‘reports you create with the Report Wizard. However fyou media wizard report nthe Report Editor, when you reopen the report in the wizard. you los al ofthe modifications ‘male inthe Report Editor. + Reports ereated withthe Report Ealtor hae the report icon: Note: To create anew report with th Report Editor, you ned to modifi am existing report ereated withthe Report Wizard Printing and saving reports You can preview and print reports and you can save reports as text or HTML files. Ifyou save arepor! to afl you can import te data to a spreadsheet program, e-il the report, publish the report om a Web site, and/or archive the report. + Toviw a list ofthe standar reports, select Tots, Reports, Reports ‘Tracking: Displays the Tracking window. Use to display, ad, eit, or delet asking layouts forthe open projets. Tracking The tracking features oasis yo i performing sched, cost and resource analyses by ‘enabling yo fo access, ciple, and manipulate projet data na variety of formas. Review summarized or live project data a various levels of deta The Tracking window ‘ahways displays summarized data for closed projects but also when you choose to open fon global date, Note that summarized data are availble only for projets that have been summarized in the Primeera Job Service. For ofen projects, you cam display ive WBS dara Te + Tocheck fand when project dato were summarized, select the projec inthe Projzer Eyplarer sind, then rightclick chocse Project Details, ad click te Sunary 0bThe Summary tab displays the date the summearier was lat run for the selected project. This gives you an idea of how eurrent your summary data are. The Surmmary tab also splays information about the WBS level to which de project was summarized. For ‘example, project may use four WBS levels, but only Be summarized 10 WBS level 2. Asa result, the Tracking window data show rolled up value io te second VBS level for that ‘projec, when vewed i Stomary mode Inthe Tracking window, you dgply data ina leyou, whic is simpy a set of eiteria ‘that control how data are presented. The somple database includes several sample Iayouts that reflect common project analysis methods, or example, earned vale, resource allocation resource forest, ars total costs ever ime, You can also create ‘customized layouts for viewing projet deta based on your own reuirement WBS: Displays the Work Breakdown Streture windew. Use o rete or edt the open projeo's work breakdown siete (WBS ork breakdown structure (WBS) overview ABS i a Bierarcy of work shat must be aecomplishal to complete a project, which “fines product or service 1 be produced The WBS structed in levels of work ‘etl, Beginning with he deliverable tse and is then separated into identifiable work elements. Each project has its own WEBS hierarchy with he top level WBS clement Being equal to tha of each EPS node or project. Each WBS element nay contain more deaiied WBS. levels, activities, or Bork When creating a project, the projet manager tpiealy develops the WBS frst, assigns documents to each WBS element, xd then defines aces for performing the elomert's ‘work In adation to document and activity assignments, each WBS element also has an Tisigne! alent, specific earned value calculation stings, and an assigned OBS ‘clement responsible forall work included inthe WBS clement View the WBS + Choose Project, WBS. Ta view the WBS asa graphicol chor, choose View, Show on Top, Chart View To view the WBS as a fable in column forme, choose View, Show on Top, WAS Table, Ta view the WBS a a tale na colunn format with a corresponding Bar Char, choose View, Show on Top, Gantt Chart. Te + Toucan also selec the same View command byelcking she Display Options bar