Primeavera Detailed Notes

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (~3e/c) I(LG
SYSTU
COURSE MATERIAL
ON
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3eIc)
(BASIC)
Project
Management
KLG SYSTEL LTD
Plot # 70A, Sector - 34, EHTP, NH 8,
Near Hero Honda, Gurgaon-122001
E-Mail: klg.ho@,klgsystel.com
- Tele # 0124-4129900
Fax # 0124-4129999
www.klg;systel.com
Proprietary & Confidential A Knowledge Company

PRIMAVERAENTERPRISEFOR CONSTRUCTION (P3eIc)
INDEX
A. INTRODUCTIONTO PRIMAVERA ENTERPRISE SUITE PRODUCTS
B. SETTINGUP OF ENTERPRISE PROJECT STRUCTURE (EPS)
C. SETTINGUP OF ORGANISATIONALBREAKDOWN STRUCTURE (OBS)
D. ADDINGA PROJECT (Without Using Project Architect)
E. CREATING WORK BREAKDOWN STRUCTURE (WBS)
F. C ~ A T I N GGLOBAL & PROJECT CALENDAR
G. ADDING ACTIVITIES, RELATIONSHIPS, CODES AND SCHEDULING
H. CREATING ACTIVITY CODES & VALUES
I. APPLYING CONSTRAINTS
J. CREATING WORK PRODUCTS & DOCUMENTS
K. GROUPING AND FILTERING ACTIVITIES
L. CUSTOMISINGBARS & LAYOUTS
M. RESOURCES, ROLES AND COSTS
N. CREATING BASELINE PLAN
0. MONITORINGTHE CURRENT SCHEDULE

A. INTRODUCTION TO PRIMAVERA ENTERPRISE SUITE PRODUCTS
DesktopI
Application
Limited
Resoume/
PROJECT MANAGEMENT (PM)
Multi-User, Multi-Project hierarchy system with planning, scheduling, tracking and resource
control capabilities supporting multi-tiered project.
An organization can store and manage its projects in a central location where there is a need to
simultaneously manage multiple projects and multi-user access across the entire enterprise.
METHODOLOGY MANAGEMENT (MM)
Integrated process improvement platform for delivering best practices, lessons learned, and
organizational standards in a central location in the form of Project Plan Templates, Work
Product Templates, and Estimation Metrics.
Purpose is to create, capture, organize, and improve reusable components for building future
project plans.
PORTFOLIO ANALYST (PA)
A reporting tool, providing project summary and tracking information for executives, senior
managers, and program managers, via a rich set of graphics, spreadsheets and reports.
Provides cost, schedule, and performance roll-ups in a single or multi-project environment to a
lowest Work Breakdown Structure (WBS).
MYPRIMAVERA (PV)
Project vision at its best. It's a web based tool that allows projects to be managed via the
Internet.
A web based working module of Project Manager & Portfolio Analyst.
Users can create, manage, status, and schedule projects using their Web browsers.
Divided into three sections Project Manager, Resource Manager, and Portfolio Manager.
Proprietary & Confidential 3 A Knowledge Company

PRIMAVERAENTERPRISE FOR CONSTRUCTION (P3eIc)
TIME SHEETS (TS)
A project communication(DesktopIWeb) tool to a Project Manager module.
Team members can see all supportinginformationthey need to coordinateand perform their
work while communicating directlywith the central database

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3elc) ME
SYSTEL
B. SETTING UP OF ENTERPRISE PROJECT STRUCTURE (EPS)
Hierarchal structure that identifiesthe company-wide projects and enables organizingand
management of those projects
EPS can be created up to 50 levels. Maximum character length for & E + n d for_C?EPS
Descriptions a r m
1) To create EPS activate Enterprise / Enterprise Project Structuremenu.
2) Create EPS node by clickingon "Add"option in the EPS window. ,
3) Click on the "Arrow"buttons to indent Left / Right or to shift Up / Down.
PROCESSPLANT
EPS Name
--
Class Exercise:
1 EPS ID 1 EPS NAME 1 LEVEL 1
Ila 1 NEOTECH LIMITED I 1 I
MP 1 MANUFACTURING PLANT
1 pp 1 PROCESS PLANT I 2 1

PRIMAVERA ENTERPRISEFOR CONSTRUCTION(P3eIc)
C. ORGANISATIONALBREAKDOWN STRUCTURE(OBS)
Represents the management responsible at the EPS/ProjectlWBS.Each manager in the OBS is
associated with his / her area of the EPS, either by EPS node or by project, and the WBS of the
particular level of hierarchy.
User access and privileges to the EPS/Project/WBSnodes are implemented through OBS.
OBS can be created up to 25 levels. Maximum character length for an OBS element i
<
1) To create OBS activate EnterpriseIOBS menu.
2) To add an OBS element click on "Add" option in the OBS window.
3) Create OBS as per the table given below.
Note: There can be only one "Root OBS" element.Always match the levels of OBS with that
of EPS / PROJECTS / WBS

Class Exercise:
1 Serial No I OBS Description I Level / EPS 1
I MD 1CEO 1 Level 1
2
3
I 5 / ConstructionManager / Level 4 I - 1
4
CommissioningManager I Level 4
GM - Manufacturing
Project Manager - PUII
EngineeringManager 1 ~ e v e l4
Proprietary & Confidential
Level 2
Level 3
-
1 7
A Knowledge Company
MP
-
GM - Process Level 2 PP

D. ADDING A PROJECT (Without Using Project Architect)
To createproject activate Enterprise / Projects and click the Add button or.
1) To create a project activate File / New menu.
2) Select "MANUFACTURING PLANT" as the EPS node, under which the project is to
be defined.
3) Give Project ID "PUII" and Project name "PARENTALUNIT IN INDIA".

PIUMAVERA ENTERPRISE FOR CONSTRUCTION (P3eIc)
- -
4) Give start date of the project as lothJan 2005
5 ) Assign responsible OBS as "Project Manager - PUII" and click on FINISH option.
""F"* L, *" .*" .*"v > . . %
Create a New Praject
!
1I Responsible Manager
I
I Identifythe responsiblemanager.
/
/ The responsiblemanager you select will be at the top of the organizational breakdownstructure
i (OBS)for the project.
I
I
l f i m m m m m m m m M m m m m m m m m m m m m m m m m m m H M M m m m m m m m M U m B m m m m B m M M M &
ResponsibleManager
t!.-
@ Cancel j 4 erev 1 Finish 1
Unlimited projects can be created under any EPS node. Maximum character length for any
Project ID is 20 and for Project Name is 1 0 0 .

PRIMAVERAENTERPRISEFOR CONSTRUCTION(P3eIc)
A WBS is a hierarchal arrangement of the products and services produced during and by a
project. The project is the highest level while an individual activity is the lowest level. Each
project in the EPS has its own WBS.
WBS can be created up to 50 levels. Maximum character length for any WBS Code is 20 and-for WBS Name is 100.
1
ENGINEERINGh PROCUREMENT Pull Active
GENERAL
ARCHITECTURE
CIVIL
EQLllPMENT
PIPING
ELECTRICAL
INSTRUMENTATION
CONSTRUCTION
GENERAL
CIVIL
EQUIPMENT
PIPING
MECHANICAL
ELECTRICAL
INSTRUMENTATIDN
COMMISSIONING
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
1) Activate WBS from HOME page or from Project / WBS menu.
2) Create WBS Code and Description as given below.
3) WBS once created can be viewed in Table, Chart View and Gantt Chat format.
4) Activate WBS detail form and select the "NotebookItems" to create log information. If the
user needs to customize notebook topics, the same can be done by adding notebook topic
from Admin / Admin Categories / Note Book Topics.
Class Exercise:
1 WBS Name
1 PUII 1 PARENTAL UNIT M MDIA 1 1 1
1 PUI1.01 1 ENGINEERING & PROCUREMENT 1 2 1
1 PUII.01.01 1 GENERAL 1 3 1
I PU11.01.02 I ARCHITECTURE I 3 1
Proprietary& Confidential 10 A Knowledge Company

ASSIGNING OBS ELEMENT TO WBS:
1) Click on WBS from HOME page.
2) Click on General tab in WBS detail form.
3) Assign the OBS element to the WBS level by clicking on "Responsible Manager" option.
/
3
3
3
3
3
2
3
3
3
4
4
3
3
2
PUII.01.03
PUII.01.04
PUII.01.05
PUII.01.06
PUII.01.07
PUII.02
PUII.02.01
PUII.02.02
PUII.02.03
PUII.02.03.O1
PUII.02.03.02
PUII.02.04
PUII.02.05
PUII.03
Given following is the list of QBS elements to be assigned to the WBS levels.
CIVIL
EQUIPMENT
PIPING
ELECTRICAL
INSTRUNIENTATION
CONSTRUCTION
GENERAL
CIVIL
MECHANICAL
EQUIPMENT
PIPING
ELECTRICAL
INSTRUMENTATION
COMMISSIONING
I / W S Code 1fiBSName
-----"--*--"
* -
--------------- ---------*--- ---------r A . "I
I I status :Responsible Manager
General Notebook
A Knowledge Company
1- --
WBS MilestonesBudget Log VbPs & DocsSpendingPlan EarnedValueBudget Summary

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PRIMAVERA ENTERPRISEFOR CONSTRUCTION (P3eIc)
F. CREATING GLOBAL & PROJECT CALENDARS
You can create and assign calendars to each resource and each activity. These calendars define
the available work hours in each calendar day. You can also specify national holidays, your
organization's holidays, project-specific worWnon-work days, and resource vacation days.
Calendar assignments are used for activity scheduling, tracking, and resource leveling. Whether
an activity uses its assigned calendar or the calendar of an assigned resource depends on the
activity type you specify.
Three calendarpools are defined: Global, Resource, and Project.The global calendar pool
contains calendars that apply to all projects. The project calendar pool is a separate pool of
calendars for each project. The resource calendar pool can be a separatepool of calendars for
each resource. You can assign either resource or global calendars to resources, and you can
assign either global or project calendars to activities.
You can link resource and project calendars to global calendars. Then, if you make changes to a
global calendar, your changes apply to all resource and project calendars that are linked to the
modified global calendar.
To create project calendar activate Enterprise1Calendarmenu.
To create project specific calendars opt for Project.
Click on ADD and select one of the Global Calendars as the template for the new Project
Calendar.
Select the working days by clicking on WORKWEEK and identify the Work and non-work--- --days. ."
Click OK to confirm the entries.
To assign the calendar to the activities, open activities view from HOME page.
Activate activity detail form from the tool bars and click on General tab.
Select the activity and assign the relevant activity calendar.

PRIMAVERAENTERPRISE FOR CONSTRUCTION(P3eIc) I(LG
SYSTEl
Class Exercise:
Proprietary & Confidential 14
,
A Knowledge Company
Calendar Name
HO
SITE
Type
Global
Project
Work Week
5 Day
6 Day
Work Hours
9:30 to 6:00
9:30 to 6:00
Break
30mins
30mins

G. ADDING ACTIVITIES, RELATIONSHIPS AND SCHEDULING
ACTIVITY
Activities are the fundamental work elements of a project. They are the lowest level of a work
breakdown structure (WBS) and, as such, are the smallest subdivision of a project that directly
concerns the project manager. Although you can divide activities into steps, an activity's primary
resource is typicallyresponsible for managing and tracking the progress of an activity's steps,
while the project manager is typically responsible for managing and tracking the progress of the
overall activity.
You can define the following information for an activity:
Activity ID and name, which enables you to uniquely identify and describe the activity.
Activity calendars, Activity start and finish dates.
Activity type, duration type, and percent complete type, which are used to specify which
calendar applies to an activity; whether an activity is a milestone; how to keep an
activity's unit values, duration values, and resource unitsltime values synchronized; and
how to calculate an activity's percent complete.
WBS element and Activity codes, which enable you to classify and categorize activities.
Constraints on the activity's scheduled start and finish dates.
Expenses.
Predecessor and successor relationships, which are used to define relationships with
other activities.
Work products and documents and deliverables.
Resources and Roles, which enable you to identify skill requirements for staffing the
activity.
Notes and feedback, which are used to communicate with the resources working on an
activity.
Steps, which divide the activity into smaller units.
---
%~rationTvae %Com~leteTvae ActivrtvCalendar I

1. Task Dependent
Typicallyused when the work needs to be accomplished in a given time frame,
regardless of the assigned resources' availability.
The activity's resources are scheduled to work accordingto the activity calendar.
Duration is determined by the assigned calendar's workweek.
NOTE: This is the default activitytype in P3elc.
2. Resource Dependent
Typically used when multiple resources assigned to the same activity can work
independently.
The activity's resources are scheduled according to their individual resource calendar.
Duration is determined by the availability of the resources assigned to work on the
activity.
3. Level of Effort
Typicallyused for ongoing tasks dependent on other activities.
Duration is determinedby its predecessor1 successor activities.
Clericalwork, securityguard, meetings, and project management tasks.
Cannot assign constraints.
4. Start Milestone
Typicallyused to mark the beginning of a phase or to communicateproject deliverables.
Zero duration activity and only has a start date.
Can assign constraints, expenses,work products, and documents.
Cannot assign resourceslroles.
5. Finish Milestone
Typicallyused to mark the end of a phase or to communicateproject deliverables.
Zero duration activity and only has a finish date.
Can assign constraints, expenses,work products, and documents.
You cannot assign resourceslroles.
6. WBS Summary
Use a WBS summaryactivityto summarize a WBS level. The WBS summary activity
comprises a group of activities that share a common WBS level.
The dates calculated on a WBS summary activity arebased on the earliest start date of
the activitiesin the group and the latest finish date of these activities.The WBS
summaryactivity duration is calculated based on its assigned calendar.
You cannot assign constraintsto WBS summary activities.

PFUMAVERA ENTERPRISE FOR CONSTRUCTION (P3eIc)
Activitv Steps
Steps allow you to break activities into smaller units and track the completion of those units.
Unlimited number of steps per activity can be created and can be marked as completed.
Steps do not require duration estimates or dates.
Weighted steps enable you to track the progress of an activity based on the number of steps
completed. When you mark the Activity Percent Complete Based on Activity Steps checkbox in
the Calculations tab in the Projects window, and choose Physical as the activity's percent
complete type in the General tab in the Activities window, activity percent complete is updated
based on the weight you assign to each activity step.
Activitv % Complete Type
The way in which the percent complete for the selected activity is determined.
- Activity ]EGGENO~ IKlck off tneetlng
,I 2 Project j~ull
f
" " .", 7 - e
3 ' .by& :&& ;,?is* ,
1X
---I---___-
m m m m m m m m m m m m m m m . I b
Adivty Type DurationType :% CompleteType mAdivty Calendar
I
a
Duration Type :The selected activity's Activity % Complete is tied to its Duration %
Complete.
Establishes link between Duration %, Remaining Duration and Actual resource
units. %
Units Type :The selected activity's Activity % Complete is tied to its Units % Complete.
Establishes link between Actual resource units and Units %.
Physical Type :The selected activity's Activity % Complete is tied to the Physical progress.
IVo link is established between Physical %, Remaining duration and Actual
Resource units.
General IStatus IResources IRelat~onshipsICodes INotebook ISteps 1Feedback l ~ sB Docs IExpenses 1Summary I,&'&&vcu.*&,A ,> 3,". ,-$, .$;
*

Duration Type
Setting which allows you to control how P3e synchronizes the Duration, Labormon-labor Units
and Resource UnitsITime for activities so that the following equation is always true:
Duration x UnitITime = Units
Adding Activities
1) To add activities click on "Activities" in the HOME page or "Project / Activities".
2) Organize the layout based on WBS & SORTby Activity ID.
3) Add activities to respective WBS level by clicking on ADD on Command Bar Button Text
4) Given following are the lists of activities.
5) For Auto-numbering activities and increment select the project in the "Projects View" and
select "Default Tab" in the detail form and give activityprefix, suffix and increment.
Activity Duration
Type
Fixed Units/Time
Fixed Duration &
Units/Time
Fixed Units
Fixed Duration &
Units
Class Exercise:
When you change
Units,
P3e/c changes.. ..
Duration
UnitsITime
Duration
UnitsJTime
When you change
Duration,
P3e/c changes. ...
Units
Units
UnitsITime
UnitsITime
When you change
UnitsITime,
P3e/c changes.. ..
Duration
Units
Duration
Units
Activity ID Activity Name Original
Duration
PARENTAL UNIT IN INDIA
ENGINEERING & PROCUREMENT
GENERAL
EGGEN01
EGGEN02
Kick off meeting
Basic Engineering
1
10

I ARCHITECTURE
EGGEN03 I Plot Plan 10
EGARCOl
EGARC02
EGARC03
EGARC04
Main Production Hall Architecture
Raw Material Store Architecture
EGEQP02
EGEQP03
EGEQP04
44
33
Finished Good Store Architecture
Utility Buildings Architecture
EGEQPO5
EGEQP06
22
50
CIVIL
Utility Building Equipment Layout
Main Production Hall Equipment Design
Utility Building Equipment Design
EGEQP07
EGEQPO8
EGCIVOI
EGCIV02
EGCIV03
EGCIV04
30
22
22
Raw Material Store Sleeper Design
Finished Good Store Rack Design
-
EGPIPOl
EGPIP02
15
15
PTPTNC,
Supply of main production hall equipment
Supply of utility building equipment
Supply of Pipes, Fittings & Valves - NIPH
S u ~ ~ l vof Pi~es.Fittings & Valves - UB
Main Production Hall Civil Design
Raw Material Store Civil Design
Finished Good Store Civil Design
Utility Building Civil Design
22
22
Piping Layout - Main Production Hall
Piping Layout - Utility Building
22
22
I ELECTRICAL
' EGIlVS03 I Supply of Instruments & Cables
CONSTRUCTION
44
33
22
66
EQUIPMENT
22
22
EGELEO1
EGELE02
EGELE03
EGIlVSOl
EGIlVS02
GENERAL
CNGENOl I Mobilization of site
EGEQPO1 1 Main Production Hall Equipment Layout
Single Line Diagram
Instrument S ~ e c s
1 CIVIL I
30
INSTRUMENTATION
Single Line Diagrams
Electrical Equipment Specs
Supply of Electrical Equipment & Cables
66
44
30
CNCIVOI
CNCIV02
-Fabrication & Erection of Racks
CNCIV03
CNCw04
Civil Work Main Production Hall
Civil Work Raw Material Store
80
40
Civil Work Finished Good Store
Civil Work Utility Building
CNMEC06 I Painting
50
90
200
EQUIPMENT

-.
,%V
/ ..,
RELATIONSHIPS
A relationship defines how an activity relates to the start or finish of another activity or
assignment. Add relationships between activities to create a path through your schedule from the
first activity to the last activity. These relationships, which form the logic of the project network,
are used together with activity durations to determine schedule dates. An activity can have as
many relationships as necessary to model the work that must be done. You can also identify
relationships between activities that are in differentprojects; this type of relationship is referred
to as an external relationship.
RelationshipTypes
Finish to start
Finish to finish
Start to start
Start to finish

Finish tostart Thesuccessoractivitycanbeginon&
when thepredecessor activitycompletes.
Finish tofinish.Thefinishofthe sirccessoractivity
dependson thefinish ofthepredecessor activitg
Starttostart me start ofthesuccessoractivitydepends
onthestartdthe predecessor activfiy
Start tofinish.The successoractivilycannotfinish ilntil
the predecessor activitystarts.
1) Select an activity and select its successorfrom "Successor"tab in the activity detail form.
2) -Activitydetails can be enabled from list of toolbars shown on top of the layout.
Class Exercise:

H. CREATING ACTIVITY CODES & VALUES
Activity Codes and Values enable you to filter, group, sort, and report activity information
according to your organization's unique requirements. For example, if your organization has
more than one location, you can create a Location code with values such as Chennai, Mumbai,
and Delhi. You can then associate activities with a specific location, such as Chennai.
You can define two types of activity codes, Global activity codes and Project activity codes.
You can assign global activity codes and values to activities in all projects. You can assign
project activity codes and values to activities only in the project for which the codes were
created. Each activity code can have an unlimited number of values.
Activity Code Values can be created up to 25 levels under each Activity Code.
Maximum character length for any Activity Code is 40.
Maximum character length for any Activity Code Value is 20 and Value Description is 100.
1. To create Activity codes activate EnterpriseJActivity Codes menu.
1. Click on the "Modify"button to add Activity Codes in the "Activity Code Definition"
window and close it after adding the Activity codes.
2. Select the Activity Code from the drop-down box and add the Code Values under each
code.
3. Add the Activity Codes and their values as given in the table below.
A - ' ,a,';.% y, '", ."', ..-."'A.. ..," ?S'% ;: 0%. , . , : S T ? :f;:-:&@.*:&, f,,' ;, , ,yy.?T,y ,,,, ,
I ctinty Cbiter " ' ""01
11' Select Act'Mty Code4.- i il
Man ProductionHall
RMS Raw Mat Store
UB Utility Building

PRIMAVER4 ENTERPRISE FOR CONSTRUCTION (P3eIc)
Class Exercise:
Assigning Calendars and Activity Codes
Activity Code
AREA
RESPONSIBILITY
SITE
1) To assign CalendarsIActivity Code select the activity and enable activity details.
2) In activity details click on Generalcodes tab.
3) Click on Assign and select the respective calendarslcodes.
4) Given following is the list of calendarslactivity code values to be assigned to the activities.
Class Exercise:
Code Value
COM
FGS
MPH
RMS
UB
AB
AJ
AMS
JM
PKS
PVS
SKM
CHE
MUM
Description
Common
Finished Good Store
Main Production Hall
Raw Material Store
Utility Building
Arnbrish Bhatia
Anthony Joseph
A.M.Sundaram
James Mathew
P.K.Sharma
P.V.Sundaram
S.K.Mishra
Chennai
Mumbai
WBS
PUII.01.01
PUII.01.01
Activity ID
EGGEN01
EGGEN02
Calendar
HO
HO
AREA
COM
COM
SITE
CHE
CHE
RESPONSIBILITY
AMS
AMS

I PUII.Ol.02 I EGARC02 I HO I RMS / CHE I JM I
I PUII.01.02 I EGARC03 I HO I FGS I CHE I JM I
PUII.01.Ol
PIIII.Ol.02
CHE
CHE
I PUII.Ol.03 1 EGCIV02 I HO I RMS I CHE I JM I
AMS
JM
EGGEN03
EGARCOl
PUII.01.02
PUII.01.03
I PUII.Ol.03 I EGCIV03 I HO I FGS I CHE I JM I
HO
HO
EGARC04
EGCIVO1
I PUII.01.04 I EGEOP02 I HO I UB I CHE I PVS I
COM
MPH
PUII.01.03
PUII.01.04
HO
HO
I PUII.01.04 I EGEOP06 / HO I FGS I CHE I PVS I
EGCIV04
EGEOPOl
PUII.01.04
PUII.O1.04
PUII.01.04
UB
MPH
1 PUII.Ol.05 I EGPIPOl I HO I MPH I CHE I PVS 1
HO
HO
EGEQP03
EGEQP04
EGEOPO5
PUII.01.04
PUII.01.04
1 PUII.01.05 1 EGPIP02 I HO I UB I CHE I PVS I
CHE
CHE
JM
JM
UB
MPH
HO
HO
HO
EGEQP07
EGEQPO8
1 PUII.Ol.06 1 EGELEO1 I HO I COM I CHE I SKM I
PUII.01.05
PUII.01.05
CHE
CHE
MPH
UB
RMS
HO
HO
1 PUII.Ol.07 I EGINS02 I HO I COM / CHE I SKM I
JM
PVS
EGPIP03
EGPIP04
' PUII.01.06
PUII.01.06
PUII.01.07
CHE
CHE
CHE
MPH
UB
1 PUII.02.02 I CNCIV02 I SITE I RMS I MUM I AJ 1
PVS
PVS
PVS
HO
HO
EGELE02
EGELE03
EGINSOl
PUII.01.07
PUII.02.01
1 PUII.02.02
CHE
CHE
1 PUII.02.03.01 I CNMEC02 I SITE I UB I MUM I PKS I
PVS
PVS
MPH
UB
HO
HO
HO
EGINS03
CNGENO1
CNCNO1
PUII.02.02
PUII.02.02
PUII.02.03.01
I PUII.02.03 I CNMEC06 1 SITE I COM I MUM I PKS I
CHE
CHE
COM
COM
COM
HO
SITE
SITE
CNCIV03
CNCIV04
CNMECOl
PUII.02.03.02
PUII.02.03.02
PUII.02.03
I PUII.02.04 I CNELEO1 I SITE I COM I MUM I SKM I
PVS
PVS
CHE
CHE
CHE
COM
COM
MPH
SITE
SITE
SITE
CNMEC03
CNMEC04 '
CNMECO5
I PUII.03 I CMCOM02 I SITE I MPH I MUM I AB 1
SKM
SKM
SKM
PUII.02.05
PUII.03
I PUII.03 I CMCOM03 I SITE I UB 1 MUM I AB 1
CHE
MUM
MUM
FGS
UB
MPH
SITE
SITE
SITE
SKM
AJ
AJ
CNINSO1
CMCOMOl
MUM
MUM
MUM
MPH
UB
FGS
AJ
AJ
PKS
SITE
SITE
MUM
MUM
MUM
PKS
PKS
PKS
COM
COM
MUM
MUM
SKM
AB

PRIMAVERA'ENTERPRISEFOR CONSTRUCTION (P3eIc)
SCHEDULING
PUII.03
PUII.03
PUII.03
Your project schedule can be calculated one of two ways: when you choose the Scheduling
command or, each time you make a change that affect schedule dates.
The Critical Path Method (CPM) scheduling technique is used to calculate project schedules.
CPM uses activity durations and relationships between activities to calculate the project
schedule.
1) To schedule the project activate Tools1 Schedulemenu or strike F9 toggle key.
2) Select the Data Date and click on Schedule command.
3) Schedule the project on Data Date: lothJan. 2005.
4) Primavera Enterprise (P3e) schedules the project on Critical Path Method and Critical Path
for the project is displayed with red colored activitybars.
5) Primavera Enterprise calculates schedule early dates during forward pass calculation and
schedule late dates are calculated during backward pass calculation.
6) The difference between Late Finish and Early finish dates of an activity is termed as Total
Float.
7) Activities with Zero Total Float are identified as critical activities and sequence of activities
with Zero Total Float lead to Critical Path or Longest Path of the project.
CMCOM04
CMCOMO5
CMCOM06
To check this date activate Projects from HOME page and click on Dates tab.
The project finish date for PUII should be 9thJune 2006.
SITE
SITE
SITE
A Knowledge Company
NIPH
UB
COM
MUM
MLTM
MUM
AB
AB
AB

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (~3e/c) JlSlG
SYStEL
I. APPLYING CONSTRAINTS
Network logic alone cannot reflect all project situations. Sometimes activities must be
accomplished according to specific dates rather than on dates determined by other activities in
the project. To model dependence on specific dates, assign primary and secondary constraints to
activities.
em.. ..........
1) To apply constraints activate Activity Details.
2) In Activity Details enable Status / Constraints menu, select the constraint and apply
appropriate constraint date.
3) Schedule the project through Schedule command.
Constraint Types
Start Constraints
1. Start On: A restriction you place on an activity by imposing a start date. The start on
constraint can delay an early start or accelerate a late start to satisfy the imposed date.
Unlike the mandatory start constraint, which can violate the network logic, this
constraint protects it.
2. Start On or Before: A restriction you impose on an activity that limits the latest date it
can start. When calculating a schedule, the start on or before constraint is used in the
backward pass only if the calculated late start date will be later than the imposed date.
This constraint may decrease total float. It only affects late dates.
3. Start On or After: A restriction you impose on an activity that limits the earliest time it
can begin. When calculating a schedule, the start on or after constraint is used in the
forward pass only if the calculated early start date will be earlier than the imposed date.
This constraint affects only early dates. The early start date of an activity with a start on

or after constraint cannot be earlier than the imposed date, although the network logic
may cause the early start to occur later.
Finish Constraints
1. Finish On: A restriction you place on an activityby imposinga finish date. The finish
on constraint can delay an early finish or accelerate a late finish to satisfythe imposed
date.
2. Finish On or Before: A restriction you impose on an activity that limits the latest time it
can be finished. The finish on or before constraint affects only late dates. Use this
constraint to ensurethat the late finish date of an activityis not later than the date you
impose.
3. Finish On or After: A restriction you impose on an activity that limits the earliest time
it can complete. The finish on or after constraint reduces float to coordinate parallel
activities, ensuringthat the finish of an activityis not scheduledbefore the specified
date. It is usually applied to activities that have few predecessors that must finish before
the next phase of a project.
Mandatory Constraints
Mandatory Start / Finish: A restriction you impose on an activity that sets its early and
late startlfinish dates equal to the date you specify. The mandatory early start/finish date is
used regardless of its effect on network logic. A mandatory early start/finishdate could
affect the late dates for all activitiesthat lead to the constrained activityand all early dates
for the activities that lead from the constrained activity.
Note: When mandatory constraints are placed on calendar non-work time, the early and late
dates are not set equal to each other. The early date is moved forward to the next valid work
time and the late date is moved back (earlier) to the first valid work time. This can cause
negative float in the schedule.
Late'constraint
As Late As Possible: A restriction you impose on an activity or work unit with positive
float that allows it to start as late as possible without delaying its successors.This constraint
sets the early dates as late as possible without affecting successor activities.

J. CREATING WORK PRODUCTS & DOCUMENTS
The Work Products and Documents feature enables you to catalog and track all project-related
. documents and deliverables. This includes guidelines, procedures, standards,plans, design
templates, worksheets, and all types of project deliverables. A work product or document can
provide standards and guidelines for performing an activity's work, or it can be formally
identified as a project standard.A work product or document can also be activity output, such as
testing plans and blueprints. You can also use the Work Products and Documents feature to
identify project deliverables, documents that will be deliveredto the end user or customer at the
end of the project.
With the Project Management module, you can assign work products and documents to
activities and to work breakdown structure (WBS) elements. During a project's earlyplanning
stages, you can assign a work product or document to a WBS element. Later, you can assign the
same work product or documentto one or more activities as your project's activity details
develop.
The Work Products and Documents feature enables you to maintain general information about
project documents, such as revision date, location, and author. The actual document files can be
stored on a network file server, configuration management system, or Web site, depending on
project requirements. You can specify a public or private location for the document files.
Specifying a public location enables resources to view the documentthrough Timesheets. Also
through Timesheets, when you specify a public location, primary resources can launch the work
product or document in its native application to make revisions as needed..
1) Select WP's & Documents from HOME page or Project / Work Products and
Documents menu.
2) Add a reference document,give an appropriate name, reference number and attach a file to
this document.
3) If file is linked in the public location it will be availableto all the users, however if file is
linked in private location document won't be available for Progress Reporter users.
4) Work Product Documents can be assigned to WBS and Activities only.
To assign WP documentto the WBS, open WBS from HOME page, enable WBS detail form, select
REF DOC tab and assign the document to the WBS level.

K. GROUPING AND FILTERING ACTIVITIES
GROUPING
Organizeactivitiesby grouping one or more data items, includingphase, department,
responsibleperson, dates, total float, custom user field, and others. Grouping data enables you to
focus on activitiesthat have somethingin common.
Various hierarchies are available for viewing project data, includingthe EPS, OBS, and WBS.
You can further organize a hierarchicalview of data by grouping and sorting activities.
In addition, some fields available for groupingmay also have a hierarchy(or number of levels)
associated with them. For example, cost accountsmay contain several levels of codes.You can
specifythe number of levels to displayin the layout when you group by a hierarchical code.
You can further organizeyour layout by using sorting to arrangethe order of activities. If you
use both grouping and sorting to organizeyour layout, the items are grouped first and then
sorted.
GroupingISortingcan be done in Projects, Activities and Resources window.
1) To Organize the activities activate View /Group & Sort menu.
2) Group the Activities based on WBS and Activities Codes.
3) Sort the activities under each group by activating Sort menu.
4) Savethe layout by activating View / Layouts / Save As.
Proprietary& Confidential A Knowledge Company

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (~3e/c) KIA;i
SYS7EL
FILTERING
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.
Steps to apply a filter:
1. Choose Project, Activiti'es, then choose View, Filters.
2. Mark the checkbox next to the filter you want to apply.
3. To preview your changes, click Apply.
Class Exercise:
1) Activate Group & Sort window from the menu and select WBS field in the "Groupby"
Column. To show summaries for the each WBS element enable "Show Summaries" check
box.
2) Select the background color and font for the WBS levels and click OK to confirm the entries.
Layout can be saved by clicking "Save As" command, the path for which is shown above.
3) Group the activities of the project based on activity code "AREA" and save the layout.
4) Create a filter for Main Production Hall activities.
5) Create a filterfor.Utility Building activities.
6) Create a filter for activities undergoing in Chennai.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (~3etc) lax;
SNsrE
L. CUSTOMISINGBARS & LAYOUTS
Layouts can be customized by changingBar colors, adding data columns, formattingTime Scale
and changing Top and Bottom half of Activities screen.To customize the project layout
followingsteps can be performed.
1) To customizethe Activity Bars, activateViewmars menu.
2) To change the columnsin the activities view, activate View/Columns menu.
Proprietary & Confidential 32 A Kno~vledgeCompany

3) To format Time Scalein activity view, activate View / Timeicale menu.
4) To view PERT network, activate View / Show On Top / Activity Network menu.

M. RESOURCES, ROLES AND COSTS
RESOURCES
Resources include the personnel and equipment that perform work on activities across all
projects. Resources are generallyreused between activities and/or projects. In the Project
Management module, you can create a resourcepool that reflects your organization's resource
structureand supports the assignment of resources to activities. The Project Management
module also enables you to distinguishbetween labor, material, and non-labor resources.
Labor and non-laborresources are always time-based, and material resources, such as
consumableitems, use a unit of measure you can specifl. You can create and assign resource
calendars and define a resource's roles, contact information, and time-varyingprices. If a
resourceuses Timesheets, you can also assign a login name and password to the resource.
Define a master list of resources consistingof the resources necessary to complete the projects in
your organization. Then, group resources to create an easily accessible pool from which you can
draw when assigning resources to a project. For each resource, set availabilitylimits, unit prices,
af~da calendar to define its standard work time and non-work time, then allocateresources to the
activitiesthat require them. To enable grouping and rollups of your resources across the
organization,set up resource codes and assign code values.
Resources are differentthan expenses. While resources can be time-based and generally extend
across multiple activities and/or projects, expenses are one-time expenditures for non-reusable
items required by activities.The Project Management module does not include expenses when
levelingresources.
Primary Resources
The Project Management module allows you to assign primary resources to activities.An
activity's primary resource is typically the resourcewho is responsiblefor coordinating an
activity's work. Using Timesheets,the primary resource also updates the activity's start date,
finish date, and expected end date. In addition, if an activityhas any material resources, the
primary resource may also be responsible for reporting the material resource's units as well.
With the exception of material resources, all other resources are responsible for reporting their
own hours for assigned activities.

@...iFLDENG
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. :
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e.-.@MATL-SE
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i....@FlTT
i....g VALVE
FieldEngineers
ProcurementEngineer 2
ProcurementEngineer 1
Equipment/ Machinery
Crane2 [ I5T Capacity]
Crane 1 [50T Capacity]
Supply IErectionMaterial
Pipe - Supply
Fittings- Supply
Valve - Supply
Labor
Labor
Labor
Nonlabor
Nonlabor
Nonlabor
Material
Material
Material
Material
&/d
121d
121d
81d
&Id
&Id
&Id
Old
O/d
O/d
Adding Resources:
1) To create resource dictionary click on Resources from HOME page.
2) Create a resource pool for "NEOTECH LIMITED" by clicking ADD menu.
3) Add the following resources under NEOTECH LIMITED resource pool.
4) To add the resource click on ADD option.
5) Give Resource ID and in the detail tab select the resource classification. P3e supports 3 type
of resource classifications, namely Labor, Non-Labor and Material resource.
6) Click on Units & Prices tab and give the resource availability and the Price /Time.
Class Exercise:

I NLF-302 I Madhavan I - ILabor I141d IRs.55 1
111.-
dSt 4 - d-tT
I NLF-303 I Suresh I - I Labor I 14ld I Rs.55 1
I NLF-301 I Shankar - I LaborChCJ*'r' ' I 14ld I Rs.55 '
I
1 NLF-306 I Selvam
I I I I
I Labor I 14ld I Rs.56
NLF-304
NLF-305
I NLF-307 I Raiesh I - I Labor I 14ld I Rs.56 1
I NLF-308 1 Saravanan I - I Labor I 14ld I Rs.60 I
Kartik
Kumaran
I
1 NLCM-401 1 Anthony
I I I I
I Labor I161d I Rs.100
-
-
NLF-309
NLF-310
I NLCM-402 1 Akbar I - I Labor 1 16ld I Rs.100 1
I NLP-101 I Sakthivel I - ILabor 112ld IRs.95 I
Labor
Labor
Senthil
James
1 CR2 I Crane 2 (15T Capacity) - I Nonlabor I 81d I Rs.1,500
14ld
14ld
Labor
Labor
1 CRl I Crane 1 (50T Capacity) - I Nonlabor I 8ld I Rs.2,000
Rs.58
Rs.58
NLP-102
EQPTIMC
14ld
14ld
12ld
1 FITT I Fittings - Supply 1 Numbers I Material I Old I Rs.150
Rs.60
Rs.60
Rs.95Pratish
Equipment 1Machinery
SE-MATL
PIPE
I VALVE I Valve - Supply I Numbers I Material I Old I Rs.1,250 1
-
-
Supply 1Erection Material
Pive - Suvvlv
1 INSITMS I InstrumentItems - Supply I Lump Sum I Material 1 Old
Labor
Nonlabor
UBEQPT
MPHEOPT
1 ELEITMS I Electrical Items - Supply 1 Lump Sum I Material 1 Old 1 Rs.114,000 1
-
Meters
LIB Equipment - Supply
MPH Eauivment - Suvvlv
Material
Material
PIPFAB
PIPERE
EOPTERE
ROLES
Numbers
Numbers
INSITME
ELEITME
Roles are project personnel job titles or skills, such as mechanical engineer, inspector, or
carpenter. They represent a type of resource with a certain level of proficiency rather than a
specificindividual. Roles can also be assigned to specificresourcesto further identifythat
resource's skills.For example, a resourcemay have a role of a engineer and manager.
Old
Piping - Fabrication
Piping - Erection
Eauivment - Erection
You can create a set of roles to assign to resources and activitiesin all projects in the enterprise.
You can establish an unlimited number of roles and organize them in a hierarchy for easier
management and assignment.The set of roles you assign to an activitydefines the activity's skill
requirements.
Rs.600
Material
Material
Instrument Items - Erection
Electrical Items - Erection
Inch Dia
Inch Meter
Metric Ton
A Knowledge Company
Old
Old
Lump Sum
Lump Sum
Rs.16,000
Rs.20.000
Material
Material
Material
Material
Material
Old
Old
Old
Rs.300
Rs.200
Rs.500
Old
Old
Rs.28,000
Rs.30,000

PIUMAVERA ENTERPRISE FOR CONSTRUCTION (P3eIc)
You can temporarily assign roles during the planning stages of the project to see how certain
resources affect the schedule. Once you finalize your plans, you can replace the roles with
resources that fulfill the role skill levels. Five proficiency levels can be assigned to roles:
Master, Expert, Skilled, Proficient and Inexperienced.
Roles can be assigned in the Resource Details window or from the Roles dialog box.
ElectricalEngineer
InstrumentationEngineer
Mechanical Engineer
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Adding a role:-
1. Choose Enterprise, Roles.
2. Click Add.
3. Click the General tab, then type a unique ID for the role.
4. Type the role's name.
5. Type a description of the role's responsibilities.
Class Exercise:
I Role ID I Role Name I Resource ID 1
I NLR I NEOTECH LIMITED ROLES I I
ICivil Engineer
,
~ro~r";tary& Confidential 37 A KnowledgeCompany

EXPENSES
Expenses are non-resource costs associated with a project and assigned to a project's activities.
They are typically one-time expenditures for non-reusable items. Examples of expenses include
materials, facilities, travel, overhead, and training.
NLCM-401 & 402
NLD-207
NLF-304 & 305
NLD-208
NLF-306 & 307 /
NLD-209 to 211
NLF-308 to 310
NLP-101 & 102
NLR.CME
NLR.EE
NLR.IE
NLR.ME
I
NLR.PE
You can categorize expenses, indicate a unit of measure for expenses, and specify whether an
expense accrues at the start or end of an activity or uniformly over its duration. Each expense
has a budgeted cost, actual cost, and estimated remaining cost.
Commissioning Engineer
Electrical Engineer
Instrumentation Engineer
Mechanical Engineer
Procurement Engineer
Expenses are not the same as resources. Resources generallyextend across multiple activities
andlor multiple projects. Examples of resources are personnel and equipment.Unlike resources,
expenses are project-specific. The Project Management module does not include expenses when
leveling resources. Resource curves are not supported for expenses.
Adding expenses:-
1. Choose Project, Expenses.
2. Click Add.
3. Select the activityto which you want to assign the expense, then click the Select button.
4. Click the General, Activity, Costs, and Description tabs, and enter details for the
expense.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION(P3eIc)
COST ACCOUNTS
You can create cost accounts and associate them with activityresource assignments or expenses
in a project. Cost accounts are hierarchical, and they enableyou to track activity costs and
earned value accordingto your organization'sspecific cost account codes.
You can specify a project's default cost account. This cost account is used for resource
assignmentsto activities and project expensesin the open project.
Cost accounts enable one to track Activity Costs and Earned Value throughout the project
lifecycle. Cost Accounts are established in a hierarchy available to all projects in the EPS.
Creatinga cost account hierarchy:-
1. Choose Enterprise, Cost Accounts.
Click the Cost Account ID column label to displaythe cost accounts hierarchy. An
outline symbol in the Cost Account ID column label indicates a hierarchy display.
In the Cost Accounts list, select a cost account immediately above and of the same
hierarchy level as the cost account you want to add, then click Add.
2. Type the cost account's ID.
3. Type the cost account'sname.
4. Type a brief descriptionof the cost account.
Site Infrastructure
Equipment 8 Machinery
Cost Account Name

PRIMAVERAENTERPRISE FOR CONSTRUCTION(P3eIc)
Class Exercise:
/ Cost Account ID I Cost Account Name 1
I PUII / PUII - Cost Account 1
1 PUII.1001 I Design Engineer
I
PUII.1002 Field Engineer
PUII.1003
PUII.1004 Erection
I -PUII.1006 I Equipment & Machinery 1
PUII.1005
rPUII.1007 I Miscellaneous I
Site Infrastructure
Assigning Roles to Resources:
Assign roles to resourcesfrom the Roles dialog box:-
1. Choose Enterprise, Roles, then select the role you want to assign.
2. Click the Resources tab, then click Assign.
3. Select the resource to which you want to assign the selected role.
4. Click the Assign button, then click the Close button.
5. In the Resources tab, double-clickthe Proficiency column and select a skill level.
6. If this is the resource's primary role, mark the Primary Role checkbox.
Assign roles to resourcesfrom the Resources window:-
1. Choose Enterprise, Resources, then select the resource to which you want to assign a
role.
2. Click the Roles tab, then click Assign.
3. Select the role you want to assign.
5. In the Roles tab, double-clickthe Proficiency column and select a skill level.
6. If this is the resource's primary role, mark the Primary Role checkbox.
Assigning Resources, Expenses & Cost Accounts to activities:
Assigning resources to activities:-
1. ChooseProject, Activities.
2. Select the activityto which you want to assign a resource.
3. Display Activity Details, then click the Resources tab.
4. Click Add Resource.
5. Select the resource you want to assign.
Adding expensesfrom theActivities window:-
1. Choose Project, Activities.
2. Select the activitythat incurs the expense.

3. Display Activity Details, then click the Expenses tab.
To displaythe Expenses tab, click the Layout Options bar and choose Bottom Layout
Options. In the Available Tabs section, select Expenses, then click OK.
4. Click Add, then type a name for the expense item.
5. Double-click in the Cost Account column. Select the cost account you want to assign,
and then click the Select button.
6. Double-click in the Expense Category column. Select the categoryyou want to assign,
then click the Select button.
7. Double-click the Accrual Type column, then select the expense's accrual type.
8. Type the number of budgeted units you expect the selected activity to use.
9. Type the price of each unit.
The module calculates and displays the expense's budgeted cost (budgeted units *
pricelunit) in the Budgeted Cost field.
10.To enter actual expense costs already incurred by the activity, type the cost in the Actual
Cost field.
To automatically calculate an expense's actual cost based on the activity's planned
completion percentage, mark the Auto Compute Actuals checkbox.
11. Type the name of the vendor business or organization to which the expense is payable.
Class Exercise: Resource & Cost Account Assignment
Domnic
EGGEN02
Srinivasan+-
Activity ID
1 32 I PUII.1001 I
I Joseph I 40 I PUII.1001 I
Resource Name
Milind
EGARCO4 I Manas I 400 I PUII.1001 1
1 EGARCOl I Parthiban 1 352 1 PUII.1001 1
Budgeted Units
48 PUII.1001
1 EGCIV02 1 264 I PUII.1001
I
I Prashant
EGARC02
EGARC03
, EGCIVO1
1 EGCIV03 1 Kenedy 1 176 1 PUI1.1001 I
Vijay
Vijay
Milind
I EGCIVO4
EGEQPOl
EGEQP02
I EGEQPO5 1 Prabhu 1 120 1 PUI1.1001 I
198
132
352
176
176
PUII.1001
PUII.1001
PUII.1001
Kenedy
Joseph
Kannan
PUII.1001
PUII.1001
EGEQP06 IPrabhu
528
240
240
PUIT.1001
PUII.1001
PUII.1001
120 PUII.1001

EGEQP07
1 EGPIPOl I Joseph I 176 I PUII.1001 1
EGEQPO8
I EGPIP02 I Kannan I 176 1 PUII.1001 1
Pratish
MPH Equipment - Supply
Sakthivel
UB Equipment - Supply
176
10
Pratish
1 Fittings - Supply 1 600 ( PUII.1003 1
PUII.1001
PUII.1003
176
6
Pipe - Supply
PUII.1001
PUII.1003
176
32000 1 PUII.1003
PUII.1001
Valve - Supply
Sakthivel
( Valve - supply I 95
EGPIP04
135
176
PUII.1003
PUII.1001
Pipe - Supply
Fittings - Supply
EGELEO1
EGELE02
1 EGINSOl I Srinivasan I 352 I PUII.1001 1
EGELE03
I EGINS02 1 Srinivasan 1 176 I PUII.1001 1
25000
420
Dornnic
Domnic
PUII.1003
PUII.1003
Pratish
528
352
Sakthivel
Instrument Items - Supply
1 Madhavan
PUII.1001
PUII.1001
240
CNCIVOl
CNCIV02
CNCIVO4 Suresh
CNMECO5 James 160 PUII.1002
PWII.1001
Electrical Items - Supply
240
1
I CNMEC06 I James
PUII.1001
PUII.1003
Shankar
Madhavan
1 PUII.1003
640
320
Crane 1 (50T Capacity)
PUII.1002
PUII.1002
CNMECOl
CNMEC02
CNMEC03 I Crane 2 (15T Capacity)
Equipment - Erection
Saravanan
Crane 1 (50T Capacity)
Equipment - Erection
Senthil
480 I PUII.1006
80
320
280
45
280
PUII.1004
PUII.1002
PUII.1006
PUII.1004
PUII.1002

I I Saravanan 1 480 I PUII.1002 I
1 Piping - Fabrication I 1200
1 Piping - Erection
I Piping - Erection 33500 1 PUII.1004
I Crane 2 (15T Capacity) 1
Piping - Fabrication
Senthil
) CMCOM02 I Anthony 1 240 I PUII.1002 I
920
640
CNELEO1
CNINSO1
CMCOMO1
1 CMCOM03 1 Akbar I 160 1 PUII.1002 I
PUII.1004
PUII.1002
I 240 I PUII.1002 i
PUII.1002
PUII.1002
PUII.1004
PUII.1004
PUII.1002
PUII.1002
PUII.1002
Kartik
Kumaran
Electrical Items - Erection
Instrument Items - Erection
Selvam
Rajesh
Anthony
1 CMCOM04
CMCOMO5
Class Exercise: Expense Assignment
1040
1040
1
1
1040
1040
120
Anthony
Akbar
Activity ID
EGGEN03
160
120
EGGENO1
CNGENO1
PUII.1002
PUII.1002
Expense
Item
Plotter
CMCOM06
Consulting
Site Office
CMCOMOl
A Knowledge Company
Expense
Category
Equipment
Document
Legal &
Professional
Facilities
Transport
Budgeted
Cost
Rs.4,500.00
Testing &
RepoIts
Rs.10,000.00
Rs.35,000.00
Shipping /
Trans
Accrual
Type
Uniform over
Activitv
Rs.30,000.00
Cost
Account
PUII.1007
Uniform over
Activity
Uniform over
Activity
Rs.15,000.00
PUII.1007
PUII.1005
Uniform over
Activity
PUII.1007
Uniform over
Activity
PUII.1007

RESOURCE CURVES
Resource/cost distribution curves enable you to specifLhow you want resourceunits or costs
spread over the duration of an activity.Resourceunits and costs are distributed evenly during an
activityunless you specifLnonlinear distributionusing curves.
You can assign a resource distribution curve to any resource or role assignment on activities
with a duration type of Fixed Duration and UnitsJTime or Fixed Duration & Units. Assign the
appropriate curve to a resource or role assignment by selectinga curve in the Curve column in
the Resource Assignments window. You can also assign a resource curve in the Resources tab in
the Activity Details.
If timesheet data exists for the actuals, curves are ignored for the actuals and are spread using
the timesheet data. Activities with timesheet data continueto spread the remaining units using
the curve.
In order to use curves to calculatethe Actual UnitsICost and EV UnitsICosts, the new project
setting that uses duration percent completeto calculate actuals should be marked.
Notes:
Resource curves do not support expenses.The Accrual Type will continueto spread the
expenses.Resource lag is taken into consideration.The curve should begin on the "lagged start
date." Resource curves are reflected in the Resource Usage Profile and ResourceUsage
Spreadsheet.

Adding a resource curve:-
1. Choose Enterprise, Resource Curves.
2. Click Add.
3. Select an existing curve from which to copy the curve value percentages,then click Select.
4. Type a name for the new resource curve. You can type up to 60 alphanumeric characters.
You must enter a resource curve name.
5. Click Modify to define the curve's distribution. Edit the curve value percentages to create a
curve that indicates how your costs/units should distribute over time. Curves are defined by
21 points (5% intervals fiom 0 to 100).
6. Click Prorate to make the total of the distribution values equal to 100%while maintaining the
shape you specified.
7. Click OK, then click Close.
Note: You can define an unlimited number of global resource curves.
Assigning a curve to a resource or role assignment:-
You can assign a resource distribution curve to any resource or role assignmenton activities
with a duration type of Fixed Duration and UnitsITime or Fixed Duration & Units. Resource
usage and costs are distributed evenly during an activity unless you specifynonlinear
distribution using curves.
1. Choose Project, Resource Assignments.
2. Select the resourcelrole assignment to which you want to assign a resource curve.
3. Double-click in the Curve column and select the curve you want to assign to the
resourcelrole assignment, then click Select.
To display the Curve column, click the Display Options bar, then choose Columns,
Customize. Select Curve fiom the General group and click to add the column to the
Selected Options.
VIEWING RESOURCE & COST PROFILE I SPREADSHEETS
Resource Usage Profilelspreadsheet:
Use the Resource Usage ProfileISpreadsheetto analyze quantity or cost usage for resources or
roles. You can view a resource's or role's cost and quantity data for a specific project or for all
projects across the enterprise (total allocation).
Define the ProfileISpreadsheet to specify whether you want to display cost or quantity
information and set the timescale for displaying data values. Choose to display vertical bars to
represent costs or units allocated to your resources for each time period, and include cumulative
curveslunits to represent accumulated units and costs over time.
Use the Resource Usage Profilelspreadsheets to:-
1. Determine how many hours each resource is scheduled to work.
2. IdentifLoverloaded resources.
3. Track expenditures per time period.
4. Determine resource usage by late dates.
5. Display a "banana" curve to compare early and late dates.

6. Display different colors or patterns on the histogram bars when showingthe stacked
histogram.
7. In addition to customizing data, you can customize the look of the profile by specifying
display options, for example, bar color, background line type, or averaging.You can also
save a customized profile so that you can always access the same set of activity
information or share the Resource Usage Profile with someone else.
8. The Resource Usage Profile is available only in the bottom layout of the Activities
window. The bottom layout window is divided into two panes.
9. The left pane lists all the resources or roles stored in the hierarchy, depending on your
current view. In the stacked histogram view, the left pane lists all the resource or role
filterlgroup names in the hierarchy.
10.The right pane displays the values for the activities assignedto each resource or role in
the histogram, or resource or role filterlgroup name in the stacked histogram.
Note:
If you do not want the resource unitlcost values spread evenly, use resource curves to
distribute those values nonlinearly. The Resource Usage Profile reflects the resource
curves.
When displaying units, bars do not display for summaryrows if your selection contains
mixed units of measure or a mixture of laborlnon-labor and material type resources.
Bars and cumulative curves with negative values do not display in the profile. You can
view the negative values in the profile details. Double-click in the profile area to view the
profile details.
Activity Usage ProfileISpreadsheet:
Use the Activity Usage Profilelspreadsheet to view cost or unit values for activities in the open
project over time according to a timescale you specify. The Activity Usage Profilelspreadsheet
displays resource allocations for all activities or for the activities you select in the Activity
Table, Activity Usage Spreadsheet, Gantt Chart, or the Activity Network.
The Activity Usage Profilelspreadsheet can display labor, non-labor, material, and expense
costs and labor and non-labor units allocated to the activities in your project over time. Costs
and units allocated to activities for each period in the timescale are represented as vertical bars.
You can also display curves for charting cumulative costs or units over time.
You can customize the Activity Usage Profilelspreadsheet to:
1. Specifythe type of information you want to display.
2. Change the timescale.
3. Customize the bars and background.
4. Save any of these changes so that you can always access the same set of activity
information, or share your Activity Usage Profile with someone else.
5. You can filter the Activity Usage Profile to include all activities displayed in the top
layout, or to include only the activities you select in the top layout. You can also filter
the top layout to display only those activities that correspond to the time period you
select in the bottom layout.
Proprietary & Confidential , 46 A Knowledge Company

Tip
If you apply activity filters to the Activity Table, Gantt Chart, Activity Usage Spreadsheet, or
the Activity Network, these filters also apply to the Activity Usage Profile.
Resource Units per day = Budgeted Quantity / Original Duration
Cost
IBudgeted
IActual Regular
$200,000.OD
I

PRIMAVERAENTERPFUSEFOR CONSTRUCTION(P3eIc)
N. CREATING BASELINE PLAN
A Baseline is a complete copy of a project plan that you can compare to the current schedule to
evaluateprogress. Before updating a schedule for the first time create a baseline. It provides a
target against which one can track a project's cost, schedule and performance. Up to three
baselines can be compared at once. Baseline projects do not exist as separateproject to access.
Unlimited baselines can be created for each project.
Creating a baseline:-
1. Open the projects for which you want to create a baseline.
2. Choose Project, Baselines, then, if more than one project is open, select the projects for
which you want to create a baseline.
If you want to copy the current project as a new baseline, you can select multiple
projects; a baseline will be created for all selected'projects. If you want to convert
ariother project to a baseline, you can select only one project.
Click Add.
3. Chooseto save a copy of the current project as a new baseline or convert another project
into a baseline of the current project, then click OK.
If you choose to convert another project, select the project in the Select Project dialog
box, then click the Select button.
Tip
Before converting a project to a baseline, if you still want to have access to the original project,
you should make a copy of it. Once you convert a project to a baseline, it is no longer available
in the project hierarchy.You can restore a baseline, making it available again as a separate
project in the project hierarchy.

PRIMAVERA ENTERPRISEFOR CONSTRUCTION(P3eIc) I<U;
SYsra,
Notes:
When you save a copy of the current project as a new baseline, the baseline title uses the
project name and a suffix of -Bx, where x equals 1 for the first baseline you save for a
project, 2 for the second, and so on. You can change the baseline name.
When you choose to convert anotherproject to a baseline, the project you want to
convert cannot be open or have baselines assigned to it. The converted project's name is
used as the baseline name.
Assigning a baseline:-
1. Open the projects for whch you want to assign a baseline.
2. Choose Project, Assign Baselines then select the baseline which you want to assign. You
can assign Four baselines as
a. Project Baseline
b. Primary Baseline
c. SecondaryBaseline
d. Tertiary Baseline

0 . MONITORING THE CURRENTSCHEDULE
Updatingthe schedule:-
Choose from several ways of updating your schedule.You can update progress for all activities
and resources as a whole; update activitiesand resources individually; or use a combination of
the two methods.
If your project is progressingexactly as planned, or if you only need to estimate progress,
simply specify the data date or "as-of' date and allow the module to determine which
activitieshave progressed and how much, calculate the remaining durations of activities
that have started, and set the remaining durations of activities that have completed to zero.
If your project is not progressing as planned-many activitiesare startingout-of-sequence,
activities are taking more or less time to completethan originallyplanned, actual resource
use is exceedingplanned use update activities and resources individually. This will help
you forecast the effects of unforeseen circumstances,so that you can take appropriate
corrective action.
Most projects contain some activities that progress as planned and some which do not. In
this case, combinethe two updating methods. Calculateyour project as if it is progressing
exactlyas planned, then individuallyupdate those activities and resources that have
deviated from the plan.
Once you update a project, choose File, Commit Changes,to save your changes and update the
databaseimmediately. Closing also automatically commits data changes.
Manually Applying Actual L
Status Resources Relatlonshlps Codes Notebook Steps Feedback VWs&Docs Expenses Summary
1) Activities, which are not progressing as per plan, can be statused separately from Activity
Details.
2) Select the activityto be statused and activate activitydetails from Display options.
3) Activate Status tab from activitydetail and give Start Date and Finish Date if activity is
100% complete.
4) Give Start Date and Percentage completion if the activity is in progress.
5) Schedulethe project by givingthe Data Date, the date up to which progress of project is
recorded.

PRTMAVERA ENTERPRISE FOR CONSTRUCTION (P3eIc)
6) Compare the current project schedule with the baseline project.
Class Exercise: Given followingis the status of activitiesas of 1" April 2005.
1 Activity ID
EGGENOl
EGCIV03
EGEQP06
CNGENO1
1 I Milind 1 48 18 I
Actual Start
10-Jan-05
Actual
Regular Units
EGGEN02 1- Srinivasan
Class Exercise: Given following are the actual man-hours spent on the above activities.
03-Mar-05
14-Ma-05
11-Jan-05
Actual
Overtime Units
L I Joseph 1 40 18
Actual Finish
10-Jan-05
EGARCOl IEatan 1320 1 4EGARC02
% Complete
100%
-
-
17-Feb-05
90.91%
86.67%
100%
Class Exercise: Given following are the expenses occurred till lStApril 2005
EGCIV02
EGCN03
EGEOP06
1Activity ID ( ExpenseTtem
IExpense Category 1Actual Cost 1------
I EGGEN03 I Plotter
I I
I Eauiument 1 Rs.2.300.00 I
Prashant
Kenedy
Prabhu
After updating the project for the above status, schedulethe project on 1" April 2005. lStApril
2005 is the date on which progress of project has been collected and updated.
171
173
100
EGGENOl
CNGENOl
0
0
0
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Consulting
Site Office
Legal & Professional
Facilities

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (~3e/c) KLlei
sxsm.
P. EXPORT I IMPORT
All project data is stored in a central database.You can import and export information to and
from this databaseusing external files and then share this informationwith other Primavera
Project Management modules, other project management tools (such as Microsoft Project), and
your organization's human resource and accounting systems.You can also use external files to
archiveyour projects or create a backup of your database.
You can exportJimportthe following file formats:
Primavera's proprietary format (XER) supports all project informationdeveloped using the
Primavera suite of project management tools.
MPP, MPD, MDB, and MPT files enable you to share information with Microsoft Project.
You must have Microsoft Project 98,2000, or 2002 installed on your computer to import
an MPP, MPD, MDB, or MPT file.
MPX format enables you to share information with Microsoft Project, as well as to
integrate with other third-partytools.
P3 format enables you to share project information with Primavera Project Planner version
3.x.
Exporting Projectsfrom P3e:
1) To export projects activate File I Export menu.
2) Projects can be exported into XER, MPX or P3 3.x format.
3) Resources, Expenses, Time sheets and Roles can also be exported from P3e in either XER,
MPX or TXT format.
4) Users should ensure that the project to be exported should be open.

Importing Projects in P3e:
1) To import project activate File / Import menu.
2) Projects, resources and roles can be imported into P3e.
3) Projects to be imported should be in XER, MPX or P3 3.0 format.
4) To Import XER, MPX or P3 3.0 format, users should give the location of project files by
browsing to appropriate directory.
5) Users should also specifythe EPS node under which the project should be imported.
6) Users can also choose the layout configuration to be used during the Import.
icrosoft Project - [hrlPP, MPX,MPD, MDB, MPT)
Prlmavers Project Planner - [P3)
I~Q" Spreadshed - [XLS)

PRTMAVERAENTERPRISE FOR CONSTRUCTION(P3eIc)
COURSE MATERIAL
ON
PRIMAVERA ENTERPRISE FOR CONSTRUCTION (P3e/c)
(ADVANCE)
Project
Management
O 1997-1009Pfimauera Systems, Inc ABI rightsr m e d .
This software is the property of PtimaveraSystems, Inc.
and is cupynyhted. Hny reproductron~nwhole ar in part
is strkSy pzohit>iW.
KLG SYSTEL LTD
Plot # 70A, Sector - 34, EHTP, NH 8,
Near Hero Honda, Gurgaon-122001
E-Mail: klg.ho@,klgsystel.com
Tele # 0124-4129900
Fax # 0124-4129999

PRIMAVERAENTERPFUSEFOR CONSTRUCTION(P3eIc)
INDEX
A. RESOURCE LEVELLING
B. APPLYING AUTO ACTUALS
C. TRACKING THE PROJECT
D. REPORTS
E. THRESHOLD MONITORINGAND ISSUES
F. PROJECT UTILITIES
G. USER DEFINED FIELDS & GLOBAL CHANGE
H. PRIMAVERA CLAIM DIGGER
I. ADMINISTRATIVE FUNCTIONALITIESOF P3e/c
J. METHODOLOGY MANAGER
K. IMPORTING METHODOLOGY IN YOUR PROJECT

PIUMAVERA ENTERPRISEFOR CONSTRUCTION (P3eIc)
A. RESOURCELEVELLING
Resource leveling is a process that helps you ensure that sufficient resources are available to
perform the activities in your project according to the plan. During resource leveling, an activity
is only scheduled to occur when its resource demands can be met. To accomplish this, tasks may
be delayed to resolve resource availability conflicts.
Typically, you level during the forward pass through a project. This determines the earliest
dates to schedule an activity when sufficient resources will be available to perform the task.
If forward leveling delays the project's early finish date, late dates remain unchanged unless you
clear the checkbox to preserve scheduled early and late dates in the Level Resources dialog box.
In this case, a backward pass recalculates late dates.
Tip:
While resource leveling provides one way to resolve resource conflicts, you may also want to
consider alternative solutions, such as changing activity relationships or reallocating resources.
Note
The maximum amount of work that a resource is capable of doing for a given time
period is defined by the resource's Max UnitsITime value in the Units & Prices tab of
Resource Details.
Leveling is disabled when no projects are open.
Resource curves are not used when leveling.
ToLevel resources:-
1. Choose Tools, Level Resources.
2. Mark the Consider Assignments in Other Projects With Priority EqualIHigherThan
checkbox and specify a priority number if you want to consider other project assignments
when determining whether a resource is overallocated.
3. Mark the Preserve Scheduled Early and Late Dates checkbox to preserve the early and
late dates that were calculated during project scheduling.
4. Mark the Level All Resources checkbox to level all the resources within the project. To
level specific resources, clear the Level All Resources checkbox and click Select
Resources to choose the resources that you want to include in the leveling run.
5. Specify leveling priorities.
6. Mark the Log to File checkbox to record your leveling results in a log file, then click
to specify a filename and location.
7. Click Level.

Tip: To display and/or use the resource leveling defaults, click Default.
Note: Resource curves are not used when leveling.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION ( ~ 3 e / c ) ME
SYSTUL
B. APPLYING AUTO ACTUALS
DDSL- MUMBAIPMC
New Data Date
nactivity durationtype
1. Choose Tools -Apply Actuals.
The Project(s) To Be Updated section lists all the projects you can update, along with the
current data date and the planned start for each project.
2. Specify whether to use the same data date for all projects or whether each project uses its
own data date.
3. In the New Data Date field, click and select the new data date or click or to select a new
data date based on timesheet end dates.
4. Specify whether to recalculate the remaining duration based on the activity duration type
or to always recalculate. If you choose to always recalculate, all activities are treated as
Fixed Units and Fixed UnitsITime.
5. Click Apply.

C. TRACKING PROJECTS
The tracking features assist you in performing schedule, cost, and resource analyses by enabling
you to access, display, and manipulate project data in a variety of formats. Review summarized
or live project data at various levels of detail. The Tracking window always displays
summarized data for closed projects but also when you choose to open only global data. Note
that summarized data are available only for projects that have been summarized in the Primavera
Job Service. For open projects, you can display live WBS data.
TRACKING LAYOUTS
You can create four types of tracking layouts: Project Bar Charts, Project GanttIProfiles, Project
Tables, and Resource Analyses. Each of these layout types enable you to survey your project
first at a comprehensive level, then at more detailed levels according to the Enterprise Project
Structure (EPS), project, work breakdown structure (WBS), organizational breakdown structure
(OBS), WBS category,or specific WBS data elements. You can use features such as filtering
and grouping to customize the format and level of information you want to include in a tracking
layout.
When you create and save a layout, only the presentation options are saved, not the data. This
enables you to use the layout with different projects. When you open a layout, you can choose
the project for which you want to display information by selecting it in the Project Explorer

PRJMAVERA ENTERPRISE FOR CONSTRUCTION (P3eIc)
window on the left. By clicking another item in the Project Explorer window, you can present
data for a different EPS element using the same layout.
You can specify whether a layout you create is available to all users (global) or only to a specific
user. Tracking layouts can be published to Web sites and imported fkom and exported to
spreadsheet programs. To help you monitor a project's problem areas, you can assign tracking
layouts to thresholds and issues.
To open a tracking layout:-
* Choose Enterprise, Tracking, then choose View, Layout, Open.
You can also click the Display Options bar in the Layout window and choose Layout,
Open.
Select a layout and click OK.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (~3e/c) JSkG
SYSTEl
D. REPORTS
In addition to providing a large library of standard project management reports, two reporting
tools are available to access and report information stored in the database: the Report Wizard
and the Report Editor.
You can use the Report Wizard to easily create a wide variety of customized reports. The wizard
steps you through the process of creating new reports, enabling you to select the category of
information and specific data fields to include. You can group, sort, and filter project
information and include time-distributed data for units and costs. When you create a report with
the Report Wizard, you can later use the wizard or the Report Editor to modify the report, if
necessary.
You can preview and print reports and you can save reports as text or HTNIL files. If you save a
report to a file, you can import the data to a spreadsheet program, e-mail the report, publish the
report on a Web site, and/or archive the report.
To view a list of the standard reports, select Tools, Reports, Reports.

PIUMAVERA ENTERPRISEFOR CONSTRUCTION(~3e/c) IcU;i
sYs7EL
To create a new report with the Report Wizard:-
Choose Tools, Report Wizard. Follow the prompts on each dialog box in the wizard to create the
report.
The Report Editor is a powerful tool that enables you to create reports that are highly
customized. Although you can create customized reports with the Report Wizard, the Report
Editor provides the capability to tailor a report more closely to your specific requirements.
The Report Editor enables you to group, sort, filter, and roll up project information. You can
display time distributions for units and costs and include graphics and HTML links in your
reports. You can use the Report Editor to further customize reports you create with the
Report Wizard. However, if you modifLa wizard report in the Report Editor, when you
reopen the repoi-t in the wizard, you lose all of the inodificatioils made in the Report Editor.
...... .......- .............
Report Title $
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.----*-*a................................... ............................. ...NDLC &............................................... ...........................................
................................................................ ................................................................ ..........
lRoien......................................... ...................... . . . , .,.................................................. ,,... ........................
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........................................................................................................................

E. THRESHOLDMONITORINGAND ISSUES
THRESHOLDS
Use thresholds as a project management technique. You can create a threshold by selecting a
parameter, such as start date variance; setting lower and upper values for the threshold; and
applying the threshold to a specific work breakdown structure (WBS) element, or area, of your
project plan.
When you define a threshold for a WBS element, you can specify the level of detail by which
you want to monitor the WBS element. You can monitor the threshold at the activity level, and
you can monitor the threshold at the WBS level. If you monitor a threshold at the activity level,
issues are generated for each activity that violates the threshold. If you monitor a threshold at the
WBS level, each activity contained in the specified WBS element is tested, and then all issues
are summarized to the WBS element, rather than each activity.
After you define a threshold, you can monitor it to identi@ any issues associated with it. For- -
example, you may set a threshold using the Total Float parameter. If the lower threshold value is
1d and the upper threshold value is 1Od, an issue is generated for any activities that have a total
float less than or equal to Id or more than or equal to 10d. You can assign a person to be
responsible for issues generated by the threshold. You can also specify threshold tracking
layouts and assign priority levels to thresholds. A threshold's tracking layout assignment-
-;-Start Datevariance [days] Aclivity Enabled GM -Manufacturing
-;-SV - Schedulevariance ($1
I-
Activity Enabled GM .Manufacturing
To add a threshold:
1. Choose Project, Thresholds.
2. Click Add.
3. To specify a threshold parameter, in the Threshold Parameter field on the General tab.
Select the parameter, then click the Select button.
4. In the Lower Threshold and/or Upper Threshold fields, type a numeric value.
To identify issues, project data is evaluated using a less than or equal to algorithm for the
lower threshold value and a greater than or equal to algorithm for the upper threshold
10Proprietary & Confidential A Knowledge Company

value. For example, to generate a Start Date Variance issue if an activity starts one or
more days early or three or more days late, you would specify a lower threshold of -1
and an upper threshold of 3.
To select the work breakdown structure (WBS) element you want to monitor for the new
threshold, in the WBS to Monitor field. Select the element, then click the Select button.
5. In the Detail to Monitor field, select the level at which you want to monitor the WBS
element.
When Detail to monitor is set to Activity, the threshold monitor will review activities
belonging to the WBS element you specified, as well as the activities for all of its child
WBS elements.
6. To assign responsibility for the threshold's issues to a member of the OBS structure, in
the Responsible Manager field. Select the name of the manager, then click the Select
button.
7. To associate a tracking layout with the threshold's issues, in the Tracking Layout field.
Select the layout, then click the Select button.
8. To assign a priority level to issues generated by the selected threshold, in the Issue
Priority field, select a priority level.
9. Click the Details tab.
10.To specifythe time-period during which you want to monitor the threshold, in the
Monitor Time Window area From Date and To Date fields. To specify a custom date,
click the date in the calendar window, then click the Select button.
The From Date and To Date values define a window in time for this threshold. Any
activities/WBS elements whose start dates exceed the To Date or whose finish dates
precede the From Date will not be reviewed by the threshold monitor and, therefore, will
not generate any issues
Class Exercise:
Give the following threshold parameter for generating issues on Start Date Variance.
Give the following threshold parameter for generating issues on Total Float.
Threshold
Parameter
Start date
variance
1 Total Float I PUII I Activities 1
WBS
PUII
Threshold
Parameter
Details to
Monitor
Activities
WBS
Give the following threshold parameter for generating issues on Finish Date Variance.
Details to
Threshold
Parameter
Finish date
1variance
Lower
Threshold
-1
Upper
Threshold
PUII
Upper
Threshold
WBS
Activities
Details to
Monitor
-1
Lower
Threshold

I Cost variance I PUII I Activities I (Rs.1.00)
Give the followingthreshold parameter for generating issues on Cost Variance.
Give the following:threshold ~arameterfor seneratinnissues on ScheduleVariance.
Threshold
Parameter
WBS
Threshold
1WBS
Parameter
ISSUES
Details to
Monitor Threshold
Schedule
variance
Issues are known problems within a project plan that require attentionor corrective action. You
can manually create issues and you can generateissues automaticallyby defining project
thresholds. You can associate these issues with work breakdown structure (WBS) elements,
activities,or resources.
When you add an issue, you can assign a priority level, tracking layout, and responsible manager
to the issue. An issue's tracking layout assignment is helpful when you want to quickly open the
tracking layout that best displays the problem area. An issue's responsiblemanager assignment
identifies the person responsible for addressingthe issue. You can record historical details for
the issue and e-mail issue details, along with your notes and the issue's history, to any member
of the project's staff.
In addition to these features, an Issue Navigator feature enables you to select a current issue and
navigate to specific areas of the module to view different issue details quickly.
Generate Issues from a specific threshold:
Choose Project, Thresholds.
Select the threshold you want to monitor.
Click Monitor, then click Yes.
Note: If you monitor a threshold whose status is Disabled, no issues are generated.
Upper
Threshold
Details to
Monitor
PUII
Lower
Threshold
A Knowledge Company
Activities (Rs.1.00)

F. PROJECT UTILITIES
USER PREFERENCES
Use the User Preferences dialog box to specify your settings and preferences which includes
how to display time, date, and currency information. You can also set options to send e-mail,
specify startup options, and change your password.
To define userpreferences:-
1. Choose Edit, User Preferences.
2. Click the Time Units tab and define how to display time information.
3. Click the Dates tab and specify a format for dates.
4. Click the Currency tab and select a view currency. Also, specify how to format currency
data.
5. Click the E-Mail tab and enter your e-mail settings.
6. Click the Assistance tab and specify which wizards to use.
7. Click the Application tab and set your startup options. You can also select how you want
labels on grouping bands to display.
8. Click the Password tab and modify your password.
If the Project Management module is running in LDAP authentication mode, password
management is handled through the directory server. You cannot change your password
through the module and the Password tab does not appear in the User Preferences dialog
box.

PRTMAVERA ENTERPRISEFOR CONSTRUCTION (P3eJc)
9. Click the Resource Analysis tab. Define the parameters for viewing all project data in the
Resource Usage profile and how to display and calculate time-distributed data.
10.Clickthe Calculations tab and choose how you want the units, duration, and unitsltime
calculated when adding or removing multiple resource assignments on activities.
11.For Oracle or SQL Server installations, click the Startup Filters tab and choose to display
currentproject data or all data in the enterprise.
PUBLISHINGPROJECT WEB SITE
To facilitate communicatingproject data in a company with offices local or worldwide, you can
publish project plans in HTML format using the Project Web Site Publisher. Transfer these
documents to either the World Wide Web (using FTP) or your office intranet, and view them
using an Internet browser. The documents contain hypertext links, orjumps, to other pages in
the structure, allowing you to move between projects and reports and from page to page within a
report.
When publishing a project Web site, you control the level of detail published in terms of activity
information and personal information for resources, as well as which project reports you want to
include in the Web site.
ToPublish projects as Websites:-
1. Before you publish a project as a Web site for the first time, you may want to create a new
folder on your computer or network or verify that the existing folder you want to use is
empty.
2. Open the project you want to publish.
3. Choose Tools, Publish, Project Web Site.
4. Click the General tab.
5. In the Web SiteName field, type the title of the Web site.

6. In the Web Site Description field, type a description of the Web site. This description
appears on the Web site's initial page.
7. In the Publish Directory field, type the full path for the folder in which you want to save
the project's Web site files, or click and select the location.
8. Click Edit Scheme to modify the specified scheme or select another scheme.
9. Click the Topics tab and mark the appropriate checkboxes to specify the project
information you want to publish on the project's Web site.
The checkboxes determine what Activity Details are available on the project Web site. If
you clear all checkboxes, then the General activity information option is automatically
selected because at least one type of activity detail information must be included in the
Web site.
Click the Graphics tab and specifywhich activity or tracking layouts to include as
graphical reports in the Web site.
10. Click the Reports tab and specify which reports to include in the Web site.
11. Click Publish.
If the folder you selected contains older Web site files or other files, a message warns you
that those files will be deleted. Choose Yes to continue or No to cancel.
CHECK PROJECT INTEGRITY
Use the Check Data Integrity dialog box to identify and/or correct errors and inconsistent
information in the open projects.
Automatically fix correctable errors: Mark to automatically fix inconsistent information that it
finds.
Log to file: Mark to save and view the results of the data integrity check to a log file (.txt). Enter
the name of the file in which you want to save the results of your data integrity check. Click
Browse to select a new file.
Check: Identifies and/or corrects inconsistent information in the open projects, depending on the
options you select.
View Log: Displays details about your data integrity check.
.
)IrELdomaticallyfix correctable errors
RECALCULATERESOURCE COST
Use the Recalculate Resource Costs dialog box to update resource costs for activities in the open
project.

PRIMAVERAENTERPRISE FOR CONSTRUCTION (P3eJc)
SynchronizeOvertime Factor while recalculatingcost: Mark to also include the overtime factor
for the resource when recalculating cost.
Recalculate: Recalculates resource prices.
TOP DOWN ESTIMATION
Estimation is a convenient way to set up the initial planned effort for activitiesin a project plan
and to calculate a ballpark figure for cost and time.
The Top-Down Estimation feature enablesyou to apply labor, non-labor, and material resource
units to WBS elements and activities in a top-down manner using estimationweights.
You can limit the scope of your estimate accordingto work breakdown structure (WBS) element
and resource.
After you develop a top-down estimate, savethe estimate for later reference, or apply the
estimateto the project. If you apply an estimate, Project Manager updates budgeted laborlnon-
labor units for all activities and activity resource assignmentsthat fall within the estimation
scope you specify. Top-down estimations do not affect project expenses.
Note: To perform top-down estimation, you must first assign estimationweights to WBS
elementsand activities.
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f l o p Down Estiniation

PRlMAVERA ENTERPRISEFOR CONSTRUCTION(P3eIc)
G. USER DEFINED FIELDS & GLOBAL CHANGE
UserDefined Fields
User-defined fields enable you to add your own custom fields and values to the project database.
To create user fields, choose Enterprise, User Defined Fields. In the drop-down list at the top of
the dialog box, select an area of the product where you want to use the new field, such as
Activities, Activity Steps, Activity Resource Assignments, Projects, Resources, WBS, Expenses,
Issues, Risks, and Work Products & Documents. Click Add. Enter the user-defined title and data
type for the new field.
After creating user-defined fields, you can perform all of the following tasks:
1. Display custom user fields in the columns of the Activity Table and then print the layout.
You must add columns for user-defined fields in order to enterlselect data for that field.
2. Group, sort, filter, and view data summaries when grouped in a layout by user field.
3. Add user fields to reports you create or modify existing reports to include user-defined
fields.
4. Use Global Change to assign values to Activity, Activity Resource Assignments, and
Expenses user fields.
5. Create bars for user-defined date fields and view them in the Gantt chart.

Global Change
The Global change feature enables you to make changes to all activities, or a selected group of
activities, at one time. You can use Global change to edit existingvalues or assign new values.
When you run Global change, data exclusivelylocked by anotheruser does not change. To
obtain exclusive access, before opening the project, choose Exclusive in the Access Mode
section of the Open Project dialogbox.
Increase Cost by 10% for Resource
...............
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You must have access to the activitiesto which you want to make Global changes. If your
securityprofile does not enable you to access all the activities,you will not be able to commit
the changesyou make.

Global change conditions
If Statement control which project data changes. Then and Else Statement specify the changes to
be made. You can define an unlimited number of If, Then, or Else statements.All global change
specifications require at least one Then statement. If statements are optional. A Then statement
with no If statement is applied to all activities in the current filter. Multiple instances of global
change specifications are not stored. When you choose Tools, Global Change, the last set of
conditions you specified are the only ones available.
If statements
If statements define the conditions used to make changes to project data. When you define
multiple If statements, link them by selecting All of the Following or Any of the Following.
When you select All of the Following, data changes only if all If statement conditions are true.
When you select Any of the Following, data changes if at least one of the If statement conditions
are true.
Then statements
Then statements specify the changes to make to project data when the If conditions are satisfied.
Multiple Then statements are executed in the sequence you list them. If you want to set the
PararneterIValueequal to a user-entered number, the second Parameterwalue field and the
Operator field must be lefi blank.

Else statements
Else statementsspecifythe changes to make to project data when the If conditions are not met.
To specify an Else statement,you must define at least one If statement. If you want to set the
ParameterNalue equal to a user-entered number, the second ParameterNalue field and the
Operator field must be left blank.

H. PRIMAVERA CLAIM DIGGER
The Claim Digger tool is available from the Tools menu of the Project Management module. If
Claim Digger is configuredto use the same database instanceas the Project Management
module, log in is automatic. If Claim Digger is configured to use a different database instance,
or configured to use multiple database instances,you will be prompted to log in.
Run the ScheduleComparison tool
Choose Tools, Claim Digger.
To select a revised project, click in a row, then click the Browse button that displays. The Select
Project dialogbox displays all of the projects you have access to, grouped by EPS. Select a
project, then click OK.
To select an original project or baseline, click in a row, then click the Browse button that
displays. Choosethe option to displayprojects or baselines. The Projects option displays all of
the projects you have access to, grouped by EPS. The Baselines option displays, in a flat list, all
baselines associated with the revised project you selected.
Select a project or baseline and click OK.
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Prin~averaClaim Digger %#
In the Send Report To section, chooseone of the availableformat options. If you choose ASCII
text, select a field delimiter and text qualifier from the drop-down list.
To set the filename and locationto save the comparisonreport, use one of the followingoptions:
In the Output File field, type the full path and filename. Ensure that you enter the proper file
extension,based on the output format you selected. If the wrong file extension ii specified,the

report will not display properly when opened for viewing. If you specify only a filename and do
not specifya location, the report is saved to the module installation directory.
Click the Browse button next to the Output File field. Browse to the desired output destination,
type a filename (no file extension is needed), and click Save.
To view reports automaticallyafter they are generated,mark the checkbox next to View file
when done. When this option is selected,reports are automatically opened in the default
application that is associated with the report's output format (e.g., HTML reports are opened by
the system's default browser).
To select the project and activity data fields you want to include in the report, click Advanced.
Click OK to save your selected options.
To generatethe report, click Compare.

PRIMAVERA ENTERPRISEFOR CONSTRUCTION(~3e/c) X i s
sysm
I. ADMINISTRATIVE FUNCTIONALITIESOF P3e/c
Administrative functionalities of P3e enable to define users and assign securityprofiles, admin
preferences, admin categories and currencies.
USERS & SECURITY PROFILES
Securityprofiles determine a user's level of access to project information. The securityprofiles
include both global profiles and project profiles. A global profile determines the user's access to
application-wide information. A project profile determines the user's level of access to each
project within the enterprise project structure (EPS). When you assign a project profile to a user,
you also associate the project profile with an OBS element/responsible manager. The user's
access privileges, as defined in the project profile, will then apply only to those elements of the
EPS that are assigned to the OBS element/responsible manager you selected.
1) To define application users activate AdminKJsersmenu.
2) Click on ADD to add users.
3) Click on "General" tab to give log-in name and password for the new application user.
4) Click on "Global Access" tab for assigning Global Security profile to the application user.
5) Click on "Project Access" tab and assign the responsible OBS to the applicationuser.
6 ) To define security profiles activate AdminISecurityProfiles.
7) Application administrators can define Global and Security and profiles and assign the same
to the application users
8) To add new global profile click on ADD and grant the privileges by enabling the check
boxes.

PRIMAVERA ENTERPRISE FOR CONSTRUCTION (~3e/c) IcU;i
SYSTEl
9) Depending on Privilege, global profile allows or prevents the application users from editing
Global information.
10)Depending on Privilege, Project Profile allows or prevents the application users from
editing project information.
ADNIIN PREFERENCES
1) To activate Admin Preferences click on AdminIAdmin Preferences menu.
2) Click on "Data Limits" tab to specify maximum number of levels for trees.
3) Maximum number of levels for EPS and WBS trees is 50 and for OBS, RBS, Cost Account
code, Activity Code the maximum number of levels is 25.
4) Maximum number of activity codes per project is 500 and maximum number of baselines
that can be stored for project is 50.
5) Maximum number of characters for Activity ID, WBS ID, Cost Account ID and Resource
ID are 20.
6) Users can define currency options by clicking on "Currency" tab.
7) User defined fields for the subject areas can be defined by clicking on "User Fields" tab.
8) Hours per Time Period and Time Period Abbreviations can be set by clicking on "Time
Periods" tab.
Hours to day, hours to week, hours to month and hours to year conversions are based on the
values specified in the HoursITime period option.

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