Planning Using Primavera Project Planner P3 Version 3.1
Subtitle: With Updated Workshop
Edition: 2Rev Ed edition
Publisher: Eastwood Harris Pty Ltd.
Published: August 19, 2005
Language: eng
Format: Paperback
Number of pages: 314
ISBN-13: 9780957778375
Subjects: Integrated software packages; Project management software; Business & Economics / Management; Primavera, P3, Project, Planning, Scheduling, Management, Building, Construction, Computers
Notes: TABLE OF CONTENTS
1 INTRODUCTION 1-1
1.1 Purpose 1-1
1.2 Required Background Knowledge 1-2
1.3 Purpose of Planning 1-2
1.4 Project Planning Metrics 1-3
1.5 Planning Cycle 1-4
1.6 Levels of Planning 1-5
1.7 Monitoring and Controlling a Project 1-7
2 CREATING A PROJECT PLAN 2-1
2.1 Understanding Planning and Scheduling Software 2-1
2.2 Understanding your Project 2-2
2.3 Level 1 – Planning Without Resources 2-3
2.3.1 Creating Projects 2-3
2.3.2 Defining Calendars 2-3
2.3.3 Defining the Project WBS using the P3 Version 3.1 WBS or Activity Codes 2-3
2.3.4 Defining, Adding and Organizing Activities 2-4
2.3.5 Adding the Logic Links 2-5
2.3.6 Constraints 2-6
2.3.7 Contingent Time 2-6
2.3.8 Risk Analysis 2-6
2.3.9 Scheduling the Project 2-7
2.3.10 Formatting the Display – Filters and Layouts 2-8
2.3.11 Printing and Reports 2-8
2.3.12 Issuing the Plan 2-8
2.4 Level 2 – Monitoring Progress Without Resources 2-9
2.4.1 Setting the Target Schedule 2-9
2.4.2 Tracking Progress 2-9
2.4.3 Corrective Action 2-10
2.5 Level 3 – Scheduling With Resources 2-10
2.5.1 Estimating or Planning for Control 2-10
2.5.2 The Balance Between the Number of Activities and Resources 2-10
2.5.3 Creating and Using Resources 2-11
2.5.4 Resource Leveling 2-11
2.5.5 Resource Calendars, Activity Types and Driving Resources 2-11
2.5.6 Profiles and Tables 2-12
2.6 Level 4 – Monitoring Progress of a Resourced Schedule 2-12
2.6.1 Statusing Projects with Resources 2-12
2.7 Additional Features 2-12
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2.7.1 Tools and Techniques for Scheduling 2-12
2.7.2 Project Utilities 2-12
2.8 Additional Features 2-12
2.8.1 Tools and Techniques for Scheduling 2-12
2.8.2 Project Groups and Project Utilities 2-12
3 CREATING PROJECTS AND SETTING UP THE SOFTWARE 3-1
3.1 P3.INI File and Setting the Default Start Up Directory 3-1
3.2 Preventing the Password Screen Being Displayed 3-2
3.3 P3 File Structure 3-3
3.4 Creating a New Project 3-3
3.5 Opening an Existing Project 3-5
3.6 Operating In a Multi-user Environment 3-6
3.7 The Screen 3-9
3.8 The Toolbar 3-10
4 DEFINING CALENDARS 4-1
4.1 Daily Calendar 4-2
4.1.1 Global Calendar 4-2
4.1.2 Holiday List Form 4-4
4.1.3 Standard Global Information Form 4-5
4.1.4 Daily Base Calendars 4-6
4.2 Hourly Calendars 4-7
4.3 Examples of Base Calendars 4-8
4.4 Resource Calendars 4-8
5 ACTIVITY CODES 5-1
5.1 Defining Activity Codes 5-2
5.2 Creating and Deleting Code Dictionaries 5-3
5.3 Creating and Deleting Activity Codes 5-4
5.4 Default Activity Codes 5-4
6 ADDING ACTIVITIES 6-1
6.1 Adding New Activities 6-1
6.2 Deleting Activities 6-2
6.3 Extracting Activities 6-2
6.4 Dissolving Activities 6-2
6.5 Coping Cell Data Using Fill Cell 6-3
6.6 Copying Activities in P3 6-3
6.7 Copying Activities from other Programs 6-3
6.8 Activity Types 6-4
6.9 Assigning Activity Type to an Activity 6-5
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7 FORMATTING THE DISPLAY 7-1
7.1 Formatting Columns 7-2
7.2 Formatting the Bars in the Bar Chart 7-3
7.2.1 Format, Bars – Pattern button 7-7
7.2.2 Format, Bars – Endpoints button 7-7
7.3 Defining Critical Activities 7-8
7.4 Format Summary Bars 7-8
7.5 Format Individual Bars 7-9
7.5.1 Format One or More Bars 7-9
7.5.2 Copy and Paste Bar Format 7-10
7.5.3 Reapply the Original Format 7-10
7.6 Screen Colors 7-10
7.7 Format Timescale 7-11
7.8 Format Sight Lines 7-13
7.9 Format Row Height 7-13
7.10 Format Fonts 7-14
7.11 Format Dates 7-14
7.12 Changing Language for Column Descriptions and Timescale 7-15
7.13 Thousands Separator 7-15
7.14 Splitting the Screen 7-16
8 ASSIGNING ACTIVITY CODES AND ORGANIZING 8-1
8.1 Assigning Activity Codes 8-2
9 ORGANIZING ACTIVITIES 9-5
9.1 Organize Options 9-6
9.2 Summarizing and Expanding Bands 9-7
10 ADDING THE LOGIC 10-1
10.1 Understanding Relationships 10-1
10.2 Adding Relationships to the Activities 10-3
10.2.1 Graphical Adding, Editing and Deleting Relationships 10-3
10.2.2 Link and Unlink 10-4
10.2.3 Autolink 10-4
10.3 Successor and Predecessor Forms 10-5
10.4 Deleting Relationships 10-6
10.5 PERT View 10-7
10.5.1 Formatting your PERT View 10-8
10.5.2 Timescale PERT 10-11
10.6 Scheduling the Project 10-13
10.7 Understanding Critical Path Calculations 10-17
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11 CONSTRAINTS 11-1
11.1 Constraints Form 11-2
11.2 Project Must Finish by Constraint 11-3
11.3 Log Records 11-4
11.4 Schedule Alignment 11-5
11.4.1 Level of Detail 11-5
11.4.2 Stakeholder Activities 11-5
11.4.3 Scope Content Check 11-5
11.4.4 Risk Activities 11-5
11.4.5 Contingent Time Allowances 11-5
11.4.6 Project Critical and Schedule Critical Path 11-6
12 FILTERS AND LAYOUTS 12-1
12.1 Understanding Filters 12-2
12.2 Creating and Editing Filters 12-3
12.3 Layouts 12-11
12.3.1 Creating a New Layout 12-12
12.3.2 Saving Changes to a Layout 12-12
12.3.3 Layout Options 12-12
12.3.4 Default Layout 12-12
13 PRINTING AND REPORTS 13-1
13.1 Page Breaks 13-1
13.2 Printing the Bar Chart 13-2
13.3 Page Setup 13-3
13.3.1 Grayscale 13-5
13.3.2 Header and Footer forms 13-6
13.4 Print Set Up 13-7
13.5 Print 13-8
13.6 Preview Picture 13-9
13.7 Save as Web Page 13-10
13.8 Reports 13-10
14 TRACKING PROGRESS 14-1
14.1 Copying a Schedule 14-2
14.2 Setting the Target 14-3
14.3 Recording Progress 14-4
14.4 Updating or Statusing the Schedule 14-5
14.5 Suspend and Resume 14-6
14.6 Linking Remaining Duration and Schedule Percent Complete 14-6
14.7 Calculating the Schedule 14-7
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14.8 Comparison with the Target Schedule 14-7
14.9 Corrective Action 14-8
15 SCHEDULING OPTIONS AND OUT OF SEQUENCE PROGRESS 15-1
15.1 Automatic Scheduling and Leveling 15-2
15.2 Out-of-Sequence Progress 15-3
15.3 Start-to-Start Lag. 15-3
15.4 Activity Durations with Finish-to-Finish relationships 15-4
15.5 Open Ends 15-4
15.6 Total Float Calculations for Interruptible Scheduling and Hammocks 15-4
16 ACTIVITY ID’S, WBS CODES AND ALIAS 16-1
16.1 Activity ID Codes 16-2
16.2 WBS - Work Breakdown Structure 16-4
16.3 Alias 16-7
17 CREATING AND USING RESOURCES 17-1
17.1 Creating Resources 17-2
17.2 Hierarchical Resources 17-4
17.3 Assigning Resources to Activities 17-7
Assigning Resources Using Insert Resource Assignment Form 17-8
17.3.1 Assigning Resources Using Resource Form 17-9
17.3.2 Assigning Resources Using Costs Form 17-11
17.4 Assign Resources Against Multiple Activities 17-12
17.5 Earned Value Calculation 17-12
17.6 Summary Percent Calculation 17-13
17.7 Editing Resource Calendars 17-13
17.8 Using a Resource Calendar to Calculate Durations 17-14
18 USING ACTIVITY TYPES AND DRIVING RESOURCES 18-1
18.1 Assigning an Activity Type to an Activity 18-1
18.2 Task 18-2
18.3 Independent 18-2
18.4 Meeting 18-3
18.5 Start Milestone 18-4
18.6 Finish Milestone 18-4
18.7 Start Flag 18-4
18.8 Finish Flag 18-4
18.9 Hammock 18-5
18.10 WBS 18-5
18.11 Topic 18-6
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19 STATUSING PROJECTS WITH RESOURCES 19-1
19.1 Understanding Target Schedule and Budgets 19-1
19.2 Understanding the Data Date 19-2
19.3 Information Required to Update a Resourced Schedule 19-3
19.4 Updating Dates and Percentage Complete 19-4
19.4.1 Recording Progress Using Activity Form 19-4
19.4.2 Recording Progress Using Activity Columns 19-4
19.5 Recording Progress on the Bar Chart 19-5
19.5.1 Using Expected Finish Constraint 19-6
19.6 Progress Spotlight and Progress Update 19-6
19.6.1 Progress Spotlight 19-7
19.6.2 Update Progress 19-8
19.7 Updating Resources 19-9
19.7.1 Tools, Options, Autocost Rules 19-9
19.8 Understanding Autocost Rules 19-10
19.8.1 Link remaining duration and schedule percent complete – Rule 1 19-10
19.8.2 Freeze resource units per time period – Rule 2 19-10
19.8.3 Add actual to ETC or Subtract actual from EAC – Rule 3 19-10
19.8.4 When quantities change, use current unit prices to recompute costs 19-11
19.8.5 Use the update percent complete against budget to estimate – Rule 5 19-11
19.8.6 Link actual to date and actual this period – Rule 6 19-11
19.8.7 Link budget and EAC for non-progressed activities –Rule 7 19-11
19.8.8 Calculate variance as – Rule 8 19-12
19.8.9 Apply these rules when moving from one Cell/Resource to
another – Rule 9 19-12
19.9 Updating Resources Using Resource and Costs Forms 19-13
19.10 Updating Resources Using Columns 19-14
19.11 Storing Period Actual Costs and Quantities 19-15
19.12 P3 Project Schedule Check List 19-17
20 RESOURCE HISTOGRAMMES & TABLES 20-1
20.1 Resource Histogram 20-1
20.2 Resource Table 20-2
20.3 Printing Histograms & Tables 20-2
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21 RESOURCE LEVELING 21-1
21.1 Leveling at Project Group or Project Level 21-2
21.2 Resource Level Form 21-3
21.2.1 Resource Level Form General Tab 21-4
21.2.2 Resource Level Form Resources Tab 21-7
21.2.3 Resource Level Form Prioritization Tab 21-7
21.2.4 Resource Level Form Splitting Tab 21-8
21.3 Guidelines for Leveling 21-9
21.4 What to Look for if Resources are not Leveling 21-10
22 PROJECT GROUPS 22-1
22.1 Understanding Concentric Project Management and the Role of SureTrak 22-2
22.2 Project Group Format 22-2
22.3 Concentric (P3) Format 22-2
22.4 Differences Between P3 and SureTrak 22-3
22.5 Creating a New Project 22-5
22.6 Copying Projects 22-6
22.7 Operating in a Multi-user Environment 22-7
22.7.1 Access 22-8
22.7.2 Restrictions 22-8
22.8 P3 Administration 22-9
22.9 Project Group Autocost Rules 22-10
22.10 Scheduling and Leveling at Project Group or Project Level 22-10
22.10.1 Introduction to Interproject Relationships 22-11
22.10.2 Project Group Scheduling 22-12
22.10.3 Project Scheduling 22-12
22.11 Project Codes 22-13
22.11.1 Define the Project Codes Dictionary 22-13
22.11.2 Assign the Project Codes to Projects 22-14
22.11.3 Organizing Using Project Codes 22-14
23 TOOLS AND TECHNIQUES FOR SCHEDULING 23-1
23.1 Fragnets 23-2
23.1.1 Creating a Fragnet 23-2
23.1.2 Deleting a Fragnet 23-2
23.1.3 Retrieving Fragnets 23-3
23.1.4 Placeholders 23-4
23.2 Custom Data Items 23-5
23.3 Cost Accounts 23-6
23.3.1 Creating Cost Accounts 23-6
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23.3.2 Assigning Cost Accounts 23-7
23.4 Resource Curves 23-8
23.4.1 Creating a Resource Curve 23-8
23.4.2 Assigning Resource Curves 23-9
23.5 Zig Zag Progress Line 23-10
24 GLOBAL CHANGE 24-1
24.1 The Basic Concepts of Global Change 24-2
24.2 Specifying the Change Statements 24-4
24.3 Examples of Simple Global Changes 24-5
24.4 Selecting the Activities for the Global Change 24-6
24.5 Selection 24-9
24.6 Temporary Values 24-10
24.7 Adding and Deleting Resources 24-11
24.8 Global Change Functions 24-12
25 OBJECT LINKING AND EMBEDDING 25-1
25.1 View, Attachment Tools 25-2
25.2 View, Objects 25-3
25.3 Insert, Object 25-3
25.4 Edit, Paste 25-3
25.5 Edit, Find Objects 25-3
25.6 Edit, Object 25-4
25.7 Edit, Paste Link 25-4
25.8 Edit, Links 25-4
26 PROJECT UTILITIES 26-1
26.1 Back-up 26-1
26.2 Restore 26-1
26.3 Delete 26-1
26.4 Check-in/Check-out 26-1
26.5 Import and Export 26-2
26.6 Working with SureTrak Files 26-2
26.7 Batch 26-2
26.8 PFX 26-2
26.9 Working With Microsoft Project MPX Files 26-3
27 ITEMS NOT COVERED IN THIS BOOK 27-1
28 INDEX 28