Primavera - Tutorial

Primavera for Planners
RAJEEV SHARMA
PT301516
M. Tech- Infrastructure Engineering Design

❑ Installation of primavera (optional)
❑ Open primavera
❑ Create EPS
❑ Create your own project with minimum 30 activities(Live projects
are preferable)
❑ Data entry
• Inserting activities
• Assigning relationship
• Activates codes
• Basic formatting of Bars(Bar style, Bar label)
• Inserting and modifying columns
❑ Group by and short by
❑ User defined filed
• Interfering floats
• Make 2 more of your self
❑ Filters
▪ New filters
▪ Modify filters
❑ Cases of Constraints
❑ Case of difference between total float and free float
❑ calendar
❑ Import & Export
CONTENTS – MIDTERM (covered)

❑ Live project Information
❑ Filters ( 1-line, 2-line, 3-line Filters)
❑ RESOURCE ASSIGNING AND LEVELLING
❑ Resource Levelling
❑ RESOURCE LOADING (Bell type, front loaded, back loaded, linear etc.)
❑ EARNED VALUE ANALYSIS
❑ Cost Account
❑ Expenses
❑ Reports
❑ Role
❑ User Defined fields
❑ Admin Preferences
❑ Renumbering Activities
❑ Project Portfolio
❑ Edit Columns
❑ Save layout
❑ Working with multiple projects
❑ Activity Steps
❑ Global change
❑ Multiple Projects
CONTENTS – FINAL SUBMISSION

CONTENTS – ADDITIONAL TOPICS Covered
❑ USING WORK PRODUCTS AND DOCUMENTS
❑ UPDATING PROJECT BY "AUTO ACTUALS" METHOD
❑ UPDATING, SCHEDULING PROJECT - WITH SPOTLIGHT FEATURE
❑ ASSIGN BASELINE
❑ MAINTAIN BASELINE
❑ PROJECT CODES

Live project Information
Mid Term – Construction of Building
(Some tasked already covered, those some task not added on final end submission.)
Final Exam – Port : Construction , Planning, Design
(Continued with Mid term submission, New activities added which related to “PORT” &
added some new task as assigned for final end sem submission & try to add few
addition task on end of all task.)

Port Planning & Design
PORT
TERMINAL
CONTAINER BULK SPM
PHASE 1 PHASE 2
GOVERMENT APPROVALS
FACILITIES & DESIGN
Civil Works Admin Electrical
Works
Mechanical
Works
Inauguration

STARTING PRIMAVERA
Enter The Password

Notes
▪Total Float – Total float is extra time for required time for any activities. The activity can
be delayed by amount equal to total float except when the float in the chain.
▪Critical Activity – Activity with zero float called critical activity & path joining critical
activity is know as critical path. There can be more than one critical path in a project.
▪Free Float – total float equal to free float + interfering float.

CTEATE EPS
The Organizational Breakdown Structure (OBS) is a hierarchical based structure that represents your
organization. The Enterprise Project Structure (EPS) is also a hierarchical based structure that
represents how your projects are organized.

CREATE EPS
Go To Enterprise Enterprise Project Structure

STARTING PRIMAVERA
Open Enterprise Box Add (For Create New EPS)
Enter EPS ID & EPS
Name

SELECTING EPS
FILE New
SELECT EPS

CREATING PROJECT
Project Name
Enter Project ID & Project Name

Enter Project Start Date
CREATING PROJECT

STARTING PRIMAVERA
CREATING PROJECT
Finish the project

CREATING PROJECT
File Open
Select then Open

INSERTING ACTIVITIES
After the completion of your work breakdown structure (WBS) in Primavera P6 EPPM, it is
time to define the activities that produce the WBS elements. Activities are the task that we
have to performed.

Add Activities ( Add 30 new Activities for Project)
0
Click Add Tool
Add 30 Activities Here

0 0
Add All Activities &
Duration of Work

0 0
Continue Slide

ASSIGNINGRELATIONSHIP
Once activities and activity durations have been added in Primavera , connecting activities with relationships is important for
finding the true length of the project. Precedence diagramming is the foundation of these activity relationships. Experienced
schedulers thoroughly understand the precedence relationships between Activities enabling them to compute accurate project
duration, and also helping them ensure that the project duration is as short as possible.

ASSIGNING RELATIONSHIP
Add Predecessor Column
Click Column Tool Add Predecessor (Select ) OK
0

Assign Predecessor
Select Activities Click Assign Assign Predecessor to all activities
0
0

Assign All Predecessor

Assign Relation Ship
Click Relationship Tool Automatically Linked with Assign Activities
0

Schedule of Project Activities
Tool Schedule(F9) Schedule

Result – Scheduled All Activities
0

ACTIVITYCODES
Activity codes can be assumed as Categories under which we categorize the activities.

7
ACTIVITY CODE
Enterprise Activity Codes

CREATING PROJECT
Add Add New Activity Codes for Responsibility
ACTIVITY CODE

CREATING PROJECT
ACTIVITY CODE
Add Add New Activity Codes for Responsibility (Add 2 responsibility)

CREATING PROJECT
ACTIVITY CODE
Add Add New Activity Codes for Phase (Add 2 Phase –Phase1 & Phase 2)

Click Column Tool Select Codes to be added Click( >) Ok
INSERTING COLUMNS
Add New Column for Responsibility & Phase
0

ASSIGNING - ACTIVITIES CODES
DOUBLE CLICK ON THE CELL SELECT RESPONSIBLE PERSON ASSIGN
0
ASSIGN RESPONSIBLE PERSON TO RESPECTIVE ACTIVITY
0

ASSIGN PHASE TO RESPECTIVE ACTIVITY
DOUBLE CLICK ON THE CELL SELECT PHASE ASSIGN

RESULT (Assigned Responsibility & Phase)
0

BASICformattingof Bars(Barstyle,Barlabel)

BASIC FORMATTING OF BARS - BAR STYLE
Go to View Bars

0
0
SELECT THE REQUIRED WHICH HAS TO BE
SHOWN IN THE BARS.
SHAPE , COLOUR AND PATTERN OF THE
BARS CAN BE CHANGED FROM HERE

BAR LABELS CAN BE CHANGED FROM HERE

GROUPBYANDSHORTBY
Group and sort enables data such as activities in the activities window, WBS nodes in the WBS window, projects in
project window, and many other data items to be sorted and organized under other parameters such as dates and
resources or user defined activity and project codes.

GROUP BY AND SHORT BY
VIEW GROUP & SHORT BY GROUP & SHORT

GROUP BY
SELECT THE PROJECT AND GROUP IT

SHORT BY
Select the Filed which has to be shorted
(Responsibility or Phase)

GROUP BY AND SHORT BY
RESULT – Short By Responsibility
0

USERDEFINEDFILED
Define indicators for user defined fields (UDFs) that will display based on criteria set for field values. For example, you can
choose a graphical indicator to display when the value of the field equals a certain number, or when the value of the field
falls between a certain range of dates.
Before defining an indicator, you need to first create a project user defined field. To create a project user defined field
see Creating Project UDFs.

USER DEFINED FIELD
Enterprise User Defined Fields.
TO CREATE NEW FIELD/ PARAMETER
ACCORDING TO REQUIREMENT OF
USER

Change the name of the field and
type of data, according to the field.
USER DEFINED FIELD

GLOBAL CHANGES
TOOLS GLOBAL CHANGE

GLOBAL CHANGES
CLICK ON NEW, TO CREATE A NEW
PARAMETER AND CHANGE THE
NAME.

GLOBAL CHANGES
CLICK ON MODIFY, TO MODIFY THE
PARAMETER ACCORDING TO
ACTIVITY REQUIREMENT.

GLOBAL CHANGES
DEFINE THE STATEMENT AS PER
REQUIREMENT
CLICK ON THEN STATEMENT AND
ADD THE PARAMETER.

GLOBAL CHANGES
Global Change - Result
New values will be created >
click on commit changes.
0
0

Interfering Float
Add Free Float Column - See the Result
0

FILTERS
A filter temporarily limits the projects or activities that appear on screen, according to criteria you establish. For
example, you can view active projects or activities scheduled to start during the next three weeks. Use the filters
supplied or create your own. Apply one or more filters to the layout at any time

FILTERS - NEW FILTERS
VIEW Filter By

Click New Click Add

EXAMPLE STATEMENT

Result – After Applying Filter

TO CLEAR All ACTIVITIES GO TO FILTERS TICK ON ALL ACTIVITIES

CASES OF CONSTRAINTS
Constraints are applied to Activities when relationships do not provide the required result and are often
a result of External Dependencies

CASES OF CONSTRANTS
Select activity Status Primary( As Late As Possible)

CALENDAR
calendars are used to define working and non-working days. This calendar data is then used in
the process/calculation of Scheduling, Tracking and Resource Levelling
In any project you have to select a default project and you should add column of calendar

CALENDAR- ASSIGNING
Add Calendar Column Enterprise Calendars

CHOOSE A CALENDAR FROM DEFAULT LIST TICK THE BOX CLOSE
CALENDAR- ASSIGNING

CALENDAR- Create New
Calendar Add

CHOOSE A DEFAULT CALENDAR TO COPY FROM

NAME THE NEWLY CREATED CALENDAR

CALENDAR- Modify
SELECT THE NEWLY CREATED CALENDAR/ EXISTING

i
CALENDAR- Modify
CHOOSE DAYS TO MAKE WORK/ NON WORK AS PER REQUIREMENT

CALENDAR- Modify
Modifies New Calendars (Holidays)

CALENDAR- Modify
ENTERPRISE CALENDARS CHOOSE EXISTING CALENDAR MODIFY TIME
PERIODS

CALENDAR- TIME PERIOD
TO DEFINE TIME PERIODS

CALENDAR- TIME PERIOD
Worksheet (Modified Working Hours According to
requirements)

CALENDAR- DETAILED WORK HOURS
DETAILED WORK HOURS/DAY CAN BE CHANGED HERE, AS PER
PROJECT REQUIRMENT

IMPORT&EXPORT
Use the Primavera XML format to share specific project data with users outside your primary P6 network. This
includes P6 users at other organizations or P6 Professional users. For example, in order to share in-house project
data with an outside firm, export the project(s) to a Primavera XML file, send the data, and the outside firm can
import it into their P6 environment

EXPORTING A FILE
Select the export Format

EXPORTING A FILE
Export Type Select Project

EXPORTING A FILE
Project to Export Check Box Next

EXPORTING A FILE
Click on Box Select the location & File Name Finish Close

IMPORTING A FILE
Choose the Format that to be Import
(Primavera PM – XER)

IMPORTING A FILE
Import Type Project

IMPORTING A FILE
Click on Box Choose File Name Next

IMPORTING A FILE
Click on Import to

IMPORTING A FILE
Choose EPS where to import new file Next

IMPORTING A FILE
Click on Finish

IMPORTING A FILE
Result - Merged File

Final Semester Submission
Continued with Mid term Submission
Here I have tried to make plan for initial phase from taking permission
from government bodies to final detailing of layout & design, to
construction & its operation of “PORT”.
Adding task as per assigned for final submission & with some additional
task I have added as per requirements.

CREATE WBS
One of the first steps in planning a project is to break down the project into its major deliverables i.e. major
product or service components. This is known as the Work Breakdown Structure (WBS)

CREATE WBS
Create WBS As per project schedule & description
Add Button

CREATE WBS
Final WBS Created s per requirement

CREATE WBS
Adding Activities for Port Planning & Design

CREATE ACTIVITIES
Adding Activities for individual WBS
Add Tool

CREATE ACTIVITIES
Continued - Adding Activities for individual WBS

ADDING RESOURCES
Manpower money machinery time and material are resources

ADDING RESOURCES
Click on
Resource tool

Added Resources – Three Resources Added
ADDING RESOURCES
Add Tool

Add Standard rate of the selected resource
ADDING RESOURCES

Select the activity to which the resource is to be assigned, Click on Add Resource
ADDING RESOURCES
Step 1:
Select
Activity
Step 2:
Add
Resource
Step 3:
Select
Resource

ADDING RESOURCES
Similarly add resources to each and every activity.

RESOURCE LEVELLING
If it resource levelling software extend the duration after levelling & if the increase in duration is not significant then
except it.
Resource levelling is a important part of Project Management process during the Planning Phase but it is one of the
most rarely used options in Primavera. Levelling Resources helps ensure that the demand for resources does not exceed
the supply.

RESOURCE LEVELLING
Click on Tool
Click OK

RESOURCE LEVELLING
Click Ok Tool

RESOURCE LOADING
Resource loading mainly involves your manpower or employees. In resource loading, each employee is assigned
a task or a percentage of a project

RESOURCE LOADING
Right click on the Resource tab and customize resource columns

RESOURCE LOADING
The Resource column window will appear as shown below
Select Curve
Resource Window
Click OK

RESOURCE LOADING
The first curve that is applied is Bell Shaped
Click on
Curve Window
Select Bell Shaped

RESOURCE LOADING
Result of Bell Shaped

RESOURCE LOADING
Select next type of Curve that is Back loaded curve
Backloaded

RESOURCE LOADING
Select next type of Curve that is Linear curve
Linear

RESOURCE LOADING
Select next type of Curve that is Front Loader
Front loader

PREPARING PROJECT PORTFOLIO
When you want to add your own project portfolio , go to enterprise ,to sample project go to file
roject portfolios is a feature in Primavera P6 that allows you to load up and implement a small set or portfolio of
projects in the EPS

Click on Enterprise then select Project Portfolios

Click on ADD to insert new Portfolio and rename the file
Add Tool
Rename

After that click on Projects and click on assign , selecting the project for the portfolio
Assign
Add project
Window Open

After adding the project close the dialogue box
Close

Select File menu and click on Open
File
Open
Project
Project
Window
open

In Open project, select Project Portfolio and select the file
Click on
Open
Select File
Click Ok

Select the project to be opened and click Open
Click on
Open
Select File

Result

REPORT
To modified any default report select the report right click & copy and paste in the same zone. You will see two report in a
same name, the lower one is the copy of report which you can modified as per requirements.

REPORT
Go to Tools and select Reports and in it select Reports
Click on
Report
Select Report

REPORT
options to form report for the given project

REPORT
Now modify the new copied file, select new project in it and click next.
Click Next

REPORT
Select the Activity as the subject area to work on
Click Next

REPORT
Configure the Area and click on Column
Click Next

REPORT
Add the values as shown in the column field
Click OK

REPORT
Add report title as Final Project
Select Next

REPORT
Run the report to see the output
Select Next

REPORT
The output for the project report

REPORT
Go to Tools and select Reports and in it select Reports
Click Finish

EARNED VALUE ANALYSIS
Earned Value Analysis (EVA) is an industry standard method of measuring a project's progress at any given point in
time, forecasting its completion date and final cost, and analysing variances in the schedule and budget as the project
proceeds.

Create new file and add activity for Earned value Analysis. A single activity is to be added

Edit columns in the window
Edit Column
Click OK

Click on Project in it select Maintain Baseline.
Maintain Baseline

Click Add new project and Add new baseline and select Save a copy of baseline
Click Add
Click Ok

Click on General in it select % Complete type and select Physical
Change to Physical

Click on Status & change the start date
Select 1st May

Change to Physical % value 30%.
Physical % - 30 %

Click on WBS to open the window
PF = 1
Click on Custom percent complete and add value 30 and in the side
window select PF =1

COST ACCOUNTS
We can group the cost in activity level. It mean group activity by WBS or Activity code… and cost will be rolled up.
So when ever we need to Group cost in very detail level (Even in one activity, one contractor can create different
kind of cost), use the Cost Account.

Click on Activity
COST ACCOUNTS

COST ACCOUNTS
Click on Enterprise and select Cost Accounts

COST ACCOUNTS
The two values created
Cost Account Window Open

COST ACCOUNTS
Click on Customize Resource Column

COST ACCOUNTS
add value of Cost Account and click OK
Add Cost Account Column
Click ok

COST ACCOUNTS
click on Cost account window And assign the value that is created
Select
After selection assign Cost Account on
all Activities

COST ACCOUNTS
Click on Tools and in it select Global change

Modify
COST ACCOUNTS
Create new file named Cost Account
Click New
Rename to Cost
Account

COST ACCOUNTS
Select Activity resource assignment
Activity resource assignment
Select

COST ACCOUNTS
Create a condition, Where Budgeted cost is > 60,000 Rs
>60,000

COST ACCOUNTS
Create one more additional condition

Expenses
A project expense can be many things: administration, travel, consulting, software, facilities, training, you name it.
The Expenses tool is also ideal for project-specific material items,

EXPENSES
Click on Customized Activity Details
Select

EXPENSES
Select OK
Add Expenses add then press OK

EXPENSES
Add New Budgeted Total Column
Click OK

New Budgeted Total Column
EXPENSES
New Budgeted Total Column

EXPENSES
Select Expense category Facilities
Select Facilities

MULTIPLE PROJECTS
Multi projects are those project which are correlated to each other, so in primavera we are interlinking those project as
per there schedule and relation with other project.

MULTIPLE PROJECTS
To Add multi Project
Click Open

MULTIPLE PROJECTS
For multiple project, Open new project
Select Projects

MULTIPLE PROJECTS
Opened projects showed on screen

MULTIPLE PROJECTS
Interlink the project
Assigned predecessor
Predecessor Window

MULTIPLE PROJECTS
Interlinked projects

Role
By using the role tool we can assign the role of person in each activity, so that project can smoothly managed

ROLE
Under Enterprise select Roles
Select Role

ROLE
The Roles window will appear
Blanked Window

ROLE
Add new value and enter Role Name
Click Closed

ROLE
Add New Roles Coulmn
Clicked OK

ROLE
Interlink the project
Predecessor Window
Resource
Role
Assigned
Role

RENUMBERING ACTIVITIES
It is always possible that we need to change all the Activity IDs in Primavera and this task can be incredibly time
consuming if we try to do it manually one Activity at a time. P6’s has a feature called “Renumber IDs” which can help to
reorder IDs, but in many situations it is inadequate. It does not change a complex Activity ID which common in project
scheduling these days

Goto Edit and then select Renumber Activity IDs

Select Auto-number and click Ok
Click OK

Add New Activity

The output is shown in the red block

Replace Beginning Characters
Click OK

User Preferences
By using user preference tool we can modify the value or details according to requirements

USER PREFERENCES
Goto Admin and select Currencies

USER PREFERENCES
Add the currency name & value of the currency

USER PREFERENCES
Goto Edit and select User Preference

USER PREFERENCES
Select the currency which and assign for the project

USER PREFERENCES
Click on
Closed

SAVE LAYOUT
Go to View & Select Layout & then select Save layout

SAVE LAYOUT
Saved layout File & Window

PROJECT CODES
Assigning Project Codes can offer a more structured silo of information for assessment, grouping like focuses in projects so
comparisons can be made effectively.

PROJECT CODES
Goto Enterprise & Select Project Codes

PROJECT CODES
Project Code Window open
Click Add
Rename
Modify

PROJECT CODES
Select the Project code
Closed

PROJECT CODES
Assigned Code
Code
Assign
Assigned
Code

PROJECT CODES
Goto view & then Group & Short by

PROJECT CODES
Select Project Type & Click ok
Click OK

ASSIGN BASE LINE
In Primavera , a baseline is a copy of your schedule, stored in a static form

ASSIGN BASE LINE
Goto Project & then Assign Baselines

ASSIGN BASE LINE
Assigned Baselines
Click OK

ASSIGN BASE LINE
Result after assigned baseline

ASSIGN BASE LINE
Goto view & then layout & then Open layout

ASSIGN BASE LINE
Select any baseline in open layout window
Baseline vs Current

ASSIGN BASE LINE
New View of Baseline vs Current

ASSIGN BASE LINE
Goto Project window
Click on
Project

ASSIGN BASE LINE
Goto Admin and select Admin Preferences

ASSIGN BASE LINE
Click On
Click On
Select

MAINTAIN BASELINE
Primavera P6 allows for the viewing of a couple of baselines in addition to the planned or active schedule on the
Gantt chart.

MAINTAIN BASELINE
Goto Project & then maintain baselines

MAINTAIN BASELINE
Add New Baseline & Save a copy of the current as a new baseline

MAINTAIN BASELINE
Select Baseline type
File Added
Select
Baseline
Type

MAINTAIN BASELINE
Select Baseline type – Mid Project Status Baseline
Click on
Copy

MAINTAIN BASELINE
Restore baseline - Click Yes & Then closed
Click on
Yes
Click on
Closed

UPDATING, SCHEDULING PROJECT - WITH
SPOTLIGHT FEATURE
Sometimes it’s the little things that can really differentiate a product from its competitors. One feature I really find
invaluable and unique to Primavera is the Progress Spotlight. Whenever you’re in the process of updating the status of
your schedule, this little gem can really take the guesswork out of what needs to be updated.

UPDATING, SCHEDULING PROJECT - WITH SPOTLIGHT FEATURE
Goto View & then select Progress Spotlight

View of Spotlight
Spotlight Tool

Goto Tool & then Update Progress

Update Progress window Opened
Click Apply

Result of Spotlight

UPDATING PROJECT BY "AUTO ACTUALS" METHOD
Instead of manually recording actual progress or collecting data from Progress Reporter users, you can automatically
calculate expected progress based on the schedule plan. This technique, which uses an option called auto-compute
actuals, is a quick and convenient way to update your project.

Add new Column – Auto Actuals
Click OK

Auto Compute Actuals column Added
Select
random or
check the
box

Goto Resource

Goto Tool & then Apply Actuals

Apply Actual window Opened
Click Apply

Result

USING WORK PRODUCTS AND DOCUMENTS
Project related documentation can be catalogued and tracked in Primavera using the Work Products and
Documents feature

Go to Project & then WPs & Docs

New WPs & Docs window Opened
Rename File
Give Title name

Go to Description tab & give name
Click Ok

Go to File tab & Add File
Click Open

Launce the Private & Public Location

Goto Assignments & then assign activities

Result & Restore File
Restore

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