Lesson 4_5 Primavera 2.pptx..Enterprise Project Structure

Project Planning with Primavera®

Course Contents
‐ Lesson 4 Enterprise Project Structure
‐ Lesson 5 Creating a Project

Lesson 4
Enterprise Project Structure

Objectives
• Describe the components that comprise the
EPS
• View the EPS
Source: Primavera System Inc.

Enterprise Project Structure
• EPS is a hierarchy used to organize projects.
– The EPS is made of roots and nodes
• Each root in the EPS can be subdivided into many nodes
• Nodes represent different levels within the structure
– For example, nodes can represent divisions within the company,
departments, project groups, or site locations.
– All projects must be included in a node
• Each node can contain an unlimited number of projects
• Projects always represent the lowest level of the hierarchy
• Placement of a project in a hierarchy determines the
summary level in which it is included

EPS Example
http://www.grook.net

Opening the EPS
• One can use EPS dialog box to define the EPS
• The three fields to enter when adding an EPS
node are
• EPS ID – identifies the selected EPS node
• EPS Name – description of the selected EPS node
• Responsible manager – use this field to select an
Organizational Breakdown Structure (OBS)
element to associate with the selected level of
the EPS.

Exercise
• In the Enterprise menu, click Enterprise
Project Structure
• Select an EPS node, Apex
• After viewing the EPS, click Close
• Exercise Figure(s) follows

Benefits of the EPS
• The EPS offers man benefits, including the ability to:
• View project priorities, scope, budget, and resources across the
entire project structure or within a specific node.
• Manage projects separately while retaining the ability to roll up and
summarize data across multiple projects
– Each node acts as a master project, rolling up all “child nodes” and
projects
– A node can be opened to view all detailed activity information from
the “member” projects
• View resource allocation across projects
• Assign security at any level of the project structure to provide users
with appropriate access to project information. For example, Jamil
can only view the Construction nodes and its children (Figure
follows).

Appropriate Access
Jamil can view only this
project and its children

Objectives
• Create a project
• Navigate in the project window
• View, and modify information in the project
details

Creating a Project
• A project can be created using a variety of
methods:
– Creating a new project wizard
– Project architect/template
– Import a file
– Copy paste
(illustrated next)

Create a New Project wizard
• The wizard can assist you in creating the
project
• Exercise follows

Exercise
• In the File menu, click New to launch the
Create New Project wizard
• In the Select EPS field click
• Select a node, then click to assign your
selection
• Click Next
• Figures of the exercise follow

Entering Project Name
• One has to use a Project ID/Code and a
Project name
• Project ID – type a unique ID in this field
• Project Name – type a new name in this field
(The Project Name field does not require a
unique name)

Exercise
• Type a unique ID for the project
• Type a project name
• Click Next
• Figure Follows

Entering Project’s Start and End Dates
• Use the Calendar to select “Planned Start” and “Must
Finish By” dates for the project
• The “Must Finish By” field is not mandatory. It can be
assigned at any given time later in the “Dates” tab in
the “Project Details”.
• To navigate in the Calendar
• When the Calendar is launched, the current
month/year is displayed. To navigate to a different year,
click the month/year section in the Calendar, then use
arrows to scroll to the desired date.
• Click the desired date and then click “Select”.
• Exercise follows

Exercise
• In the Planned Start field click
• Use the Calendar to specify a Planned Start
date.
• Click Select to select the date
• Click Next

Entering Responsible Manager
• The Responsible Manager Selected from the OBS,
is the individual responsible for the work
• The OBS is the hierarchical arrangement an
organization’s project management structure,
either as roles or individuals. The OBS can be
configured to represent a detailed organizational
breakdown (with employee names) or a more
general framework where departments, teams,
types of responsibility are modeled in the
structure.

Exercise
• In the Responsible Manager field, click
• Select a Responsible Manager, then click
to assign the manager.
• Click Next
• Figure(s) follow

Selecting Assignment Rate Type
• Specify the Assignment Rate Type for new
resource assignment. The default rate type
determines which price/unit is set on a
resource assignment. Values in the Rate Type
drop down list reflect the rate type defined in
the Rate Types Tab in Admin Preferences.

Exercise
• In the Rate Type drop down list, confirm
Standard
• Click Next
• Figure(s) follow

Project Windows
• The project has been created and opened
• To view high level information about the project,
navigate to the Projects windows, which displays
the project within the EPS that one can access.
One can also
– Open, create, and save project layouts.
– Group projects by EPS, project codes, or other project
related items.
– Filter projects.
– Modify column data.

Projects Windows (cont’d)
• The icon in the Projects window indicates
that the project is open.

Projects Window (cont’d)
1
2
3
4
5
6

Details
Item Functionality
1. Tool Bar It allows you to change the look of the window
2. Layout Option Bar Option to format data, open layouts
3. Command Bar Options to add, edit, delete project data
4. Bar Area Graphical display of project progress over time
5. Project Table Displays project information in spreadsheet format
6. Vertical Split Bar Drag bar to hide/show more information in each pane

Exercise
• In the Enterprise menu, click Projects

Project Details
• It is located in bottom layout of Projects
windows
• It can be used to define project properties and
defaults that are applied to the selected
project.

Exercise
• In the layout options bar, click Open
• If prompted to save, click No
• Select a Layout
• Click Open
• Select a project
• Verify that the General tab is selected.

General Tab
• It enables one to view or modify general
information about the selected project. Project
ID, Project Name, and Responsible Manager can
be set when you create the project, or you can
change them here. The remaining fields are set
by default.
• Fields in the General Tab
– Project ID – short, unique identifier for the Project
– Project Name – name of the project.
– Status – indicates project status based on table below

General Tab (cont’d)
Status Indicates project is …
Planned Being analyzed before establishing permanent plan
Active Currently being worked on
Inactive Completed or on hold
What-if Used as test Scenario

• Responsible Manager - individual, selected from the
OBS, who is responsible for the project
• Risk level – indicates the overall risk in performing the
project. One can use the risk level to organize, filter
and report on projects within the project structure.
One can enter a value between Very High, Very Low,
Medium is by default.
• Leveling priority – user-defined rank of the project
against all other projects, based on its importance to
the organization. One can enter a value between 1 and
100. The highest rank is 1, the default is 10.

• Check-out status – indicates whether the
project is checked in or checked out.
• Checked out status – displays the user that
checked out the project.
• Date checked out – indicates the date and
time the user checked out the project.
• Project Web Site URL – displays the project’s
Web Site address

Dates Tab
• It enables to edit date information for the
selected project. The Planned Start and Must
Finish By dates can be set when project is
created, or it can be changed here.
• Fields in the Dates Tab
– Planned Start – Planned start date of the project
– Data Date – date used as the starting point for
schedule calculations
– Must Finish By – date indicating the desired end date
– Finish – Non-editable field indicating the actual start
and finish dates of the project

Dates Tab (cont’d)
• Actual Start and Actual Finish – Non-editable
field indicating the actual start and finish
dates of the project
• Anticipated Start and Anticipated Finish –
expected dates that can be entered while
planning the project at a high level.

Exercise
• Click the Dates Tab.

Notebook Tab
• It enables to write, view, or edit project notes
such as the project’s purpose, core requirements,
or other project specific details.
• Fields in the Notebook Tab are:
– Notebook Topic - list of topics assigned to the
selected node/project.
– Details – user-defined description of the selected
topic. HTML editing features, including formatting
text, inserting pictures, copying, pasting, and adding
hyperlinks.

Exercise
• Click the Notebook Tab
• In the Notebook Topic section, click Add
• Scroll down, and highlight a Notebook topic, Scope.
• Click to assign the topic.
• Close the Assign Notebook Topic dialog box.
• In the Scope section, type a “Scope” of your choice.
• Click Modify.
• Press Enter. (try Shift-Enter as well)
• Type <Click www.primavera.com for details)
• Press Enter
• Figures follow

Codes Tab
• It enables to assign codes value to selected
project.
• It allows to group the projects in EPS to
specific categories, such as location or
division.
– Unlimited hierarchical project codes are
supported.
– Allows for summarization of large amounts of
information across projects.

Exercise
• Click the Codes tab
• Click Assign
• In the Project Code, Project Region, select a
project code value, E- East, and then click
to assign the selection.
• Figures follow

Type Ahead and Search in Dialog Boxes
• The Search field in the Dialog boxes throughout
Primavera offers a faster alternative to scrolling
through a long list of values:
• Search – type in the Search field and then press
Enter to search for a value
• Type ahead – type in the Search field, as you
type, values that match begin with the letters you
have typed are displayed in the dialog box.

Exercise
• In the Search field in the Assign Project Codes
dialog box, type <co>
• You will not assign the project code at this
time.
• Close the dialog box.

Defaults Tab
• The Defaults tab is divided into two section:
– Defaults for New Activities – indicates the
settings that will be used when new activities are
added to the project. Note that changing these
settings will not affect existing activities.
– Auto-numbering Defaults – sets how new
activities will be numbered in the project.
• When the Increment Activity ID based on selected
activity field is marked, the prefix or suffix of the
selected activity is applied to the activity that is being
added.

Exercise
• Click the Defaults Tab
• In the Activity ID Prefix field, type <BA>
• Verify an activity ID Suffix, 1000, and an
increment, 10.

Settings Tab
• It consists of three sections
– Summarized Data – identifies the date and the
level to which the project was last summarized.
– Project Settings – sets the character used to
separate WBS levels; identifies the month in which
the fiscal year begins, and specifies the baseline
used in earned value calculations.
– Define Critical Activities – identifies which
activities are displayed as critical, either longest
path or value of Total Float.

Exercise
• Click the Settings Tab

Calculations Tab
• Use this tab to specify how to calculate cost and resource use when
you update activities. Two fields of note:
• Recalculate Actual Units and Cost when Duration % Complete
Changes – mark to calculate actual units and costs as Actual (units
or costs) = Budgeted (units or costs) * Duration % Complete
– Primavera performs these calculations whenever Duration % complete
is updated.
– Values you specify override the application’s calculated values. If you
clear the checkbox, the application does not estimate actuals and the
actual fields remain blank unless you specify values.
• Link Actual and Actual This Period Units and Cost – Mark this
checkbox to recalculate actual or actual this period units and costs
when one of these values is updated. This option is selected by
default.

Exercise
• Click the Calculations Tab.
• In the Default price/unit for activities without
resource or role price/units field in the
Activities Section, type <30.00>, then press
Enter.

Lesson 4_5 Primavera 2.pptx..Enterprise Project Structure

More Related Content

What's hot

Similar to Lesson 4_5 Primavera 2.pptx..Enterprise Project Structure

More from EngrMuhammadJavidNaw

Recently uploaded

Lesson 4_5 Primavera 2.pptx..Enterprise Project Structure