The document discusses various topics for implementing schedules in Primavera P6 Project Management, including establishing relationships between activities, assigning resources and roles, adding expenses to activities, and assigning work products and documents. It also covers using global change to make bulk edits to activities, setting up cost accounts and tracking project expenses, and adding steps to divide activities into smaller tasks.
This course is a detailed course about Primavera Project Management.
The course contains so many details about the software and its relation to the project management science.
the material consists of 7 sessions.
this material is a primer effort and might be updated then uploaded.
I hope it will be beneficial to the persons who cares about project management.
This course is a detailed course about Primavera Project Management.
The course contains so many details about the software and its relation to the project management science.
the material consists of 7 sessions.
this material is a primer effort and might be updated then uploaded.
I hope it will be beneficial to the persons who cares about project management.
Installation of primavera (optional)
Open primavera
Create EPS
Create your own project with minimum 30 activities(Live projects are preferable)
Data entry
Inserting activities
Assigning relationship
Activates codes
Basic formatting of Bars(Bar style, Bar label)
Inserting and modifying columns
Group by and short by
User defined filed
Interfering floats
Make 2 more of your self
Filters
New filters
Modify filters
Cases of Constraints
Case of difference between total float and free float
calendar
Import & Export
Live project Information
Filters ( 1-line, 2-line, 3-line Filters)
RESOURCE ASSIGNING AND LEVELLING
Resource Levelling
RESOURCE LOADING (Bell type, front loaded, back loaded, linear etc.)
EARNED VALUE ANALYSIS
Cost Account
Expenses
Reports
Role
User Defined fields
Admin Preferences
Renumbering Activities
Project Portfolio
Edit Columns
Save layout
Working with multiple projects
Activity Steps
Global change
Multiple Projects
USING WORK PRODUCTS AND DOCUMENTS
UPDATING PROJECT BY "AUTO ACTUALS" METHOD
UPDATING, SCHEDULING PROJECT - WITH SPOTLIGHT FEATURE
ASSIGN BASELINE
MAINTAIN BASELINE
PROJECT CODES
Hello Everyone,
Through a detailed research on internet with lots of input from my past 8 yrs of experience working as Planner i had come across some really good Short cut , which i call them as smart-cut which would make life easier for a lot of people around the globe who very often uses primavera.
I Hope this comes handy for you. Let me know if you want any further clarity. I Could be contacted at
Email- theashishorbit@gmail.com
This course is a detailed course about Primavera Project Management.
The course contains so many details about the software and its relation to the project management science.
the material consists of 7 sessions.
this material is a primer effort and might be updated then uploaded.
I hope it will be beneficial to the persons who cares about project management.
Product Management Training - MS Project Trainingguest2739cfb
Product Managers must wear many hats - Project Management is one important one. This overview helps Product Managers understand the expectations for planning, tracking, and managing a new Product Release project.
This course is a detailed course about Primavera Project Management.
The course contains so many details about the software and its relation to the project management science.
the material consists of 7 sessions.
this material is a primer effort and might be updated then uploaded.
I hope it will be beneficial to the persons who cares about project management.
This course is a detailed course about Primavera Project Management.
The course contains so many details about the software and its relation to the project management science.
the material consists of 7 sessions.
this material is a primer effort and might be updated then uploaded.
I hope it will be beneficial to the persons who cares about project management.
Installation of primavera (optional)
Open primavera
Create EPS
Create your own project with minimum 30 activities(Live projects are preferable)
Data entry
Inserting activities
Assigning relationship
Activates codes
Basic formatting of Bars(Bar style, Bar label)
Inserting and modifying columns
Group by and short by
User defined filed
Interfering floats
Make 2 more of your self
Filters
New filters
Modify filters
Cases of Constraints
Case of difference between total float and free float
calendar
Import & Export
Live project Information
Filters ( 1-line, 2-line, 3-line Filters)
RESOURCE ASSIGNING AND LEVELLING
Resource Levelling
RESOURCE LOADING (Bell type, front loaded, back loaded, linear etc.)
EARNED VALUE ANALYSIS
Cost Account
Expenses
Reports
Role
User Defined fields
Admin Preferences
Renumbering Activities
Project Portfolio
Edit Columns
Save layout
Working with multiple projects
Activity Steps
Global change
Multiple Projects
USING WORK PRODUCTS AND DOCUMENTS
UPDATING PROJECT BY "AUTO ACTUALS" METHOD
UPDATING, SCHEDULING PROJECT - WITH SPOTLIGHT FEATURE
ASSIGN BASELINE
MAINTAIN BASELINE
PROJECT CODES
Hello Everyone,
Through a detailed research on internet with lots of input from my past 8 yrs of experience working as Planner i had come across some really good Short cut , which i call them as smart-cut which would make life easier for a lot of people around the globe who very often uses primavera.
I Hope this comes handy for you. Let me know if you want any further clarity. I Could be contacted at
Email- theashishorbit@gmail.com
This course is a detailed course about Primavera Project Management.
The course contains so many details about the software and its relation to the project management science.
the material consists of 7 sessions.
this material is a primer effort and might be updated then uploaded.
I hope it will be beneficial to the persons who cares about project management.
Product Management Training - MS Project Trainingguest2739cfb
Product Managers must wear many hats - Project Management is one important one. This overview helps Product Managers understand the expectations for planning, tracking, and managing a new Product Release project.
This course is a detailed course about Primavera Project Management.
The course contains so many details about the software and its relation to the project management science.
the material consists of 7 sessions.
this material is a primer effort and might be updated then uploaded.
I hope it will be beneficial to the persons who cares about project management.
MS Project Integration: Tips, Tricks and What's New for YouCA Technologies
Have you scheduled in Microsoft Project (MSP) and are now presented with the "Tasks" to maintain a schedule in CA Project & Portfolio Manager (CA PPM)? Is your organization using CA PPM but still wants to schedule in MS Project? Have you noticed that the logic in how CA PPM schedules is different in MS Project? And most importantly – wouldn't it be awesome to be able to explain why CA PPM and MS Project behave differently but ultimately get you the same result? This presentation shows you where and how MSP and CA PPM bi-directionally map data, how to create and manage tasks, assignments and scheduling, as well as updating task status and work. It includes a broad discussion where and when data should be entered in CA PPM and MS Project, on defining data elements and how to capture them.
For more information on Management Cloud solutions from CA Technologies, please visit: http://bit.ly/1wEnPhz
Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com
This presentation will demonstrate the features and functions of Primavera Reflections that enable an organization to create what-if scenarios and evaluate potential changes that may affect the project. Topics include creating reflections from a source project, making changes to reflections, reviewing and accepting changes, merging reflections with the source project, and viewing the impact of merged changes within the source project.
In this video you will learn
1- What is a Project
2- What is a Project Management
3- EPS & OBS Purpose
4- How to Create a New Project in P6 Software
Welcome to Primavera Training-02 ’ E-course on Oracle’s Primavera P6 Professional (Project Management application).
CivilMDC.com is an Online learning platform, offers educational training courses in the fields of Designing, software, technology and creative skills. The company, through its instructional video tutorials, offers courses in the areas of CAD, design, Analysis,Civil Engineering education, Planning and many more e-learning courses.
To Build a relationship, Please CLICK THE SUBSCRIBE BUTTON..
For the download of the Primavera P6 Professional Software , follow the link below, get register yourself before downloading of software.
https://edelivery.oracle.com/osdc/faces/Home.jspx;jsessionid=4G19HLHB74aadvpYjWAkwe-GriiTyj2OUoSp8IaqFdpwhvgjSq4E!-1802076090
If you face any difficulty...... Feel free to contact.
Contact Details
www.civilmdc.com
Professional Trainers
Email ID: civilmdcgroup@gmail.com
These slides attempt to explain a rather complicated part of MS Project: setting up calendars, understanding how 'schedule options' influence duration, how to set up non-working days other than weekends using the Exceptions tab, etc.
Project Web Access Quick Reference Guide For Team MembersToney Sisk
This printable Word document shows how to use Project Server 2007 and Project Web Access if you are a project manager. This is arranged by project management methodology, to make it easier to work within corporate standards.
This course is a detailed course about Primavera Project Management.
The course contains so many details about the software and its relation to the project management science.
the material consists of 7 sessions.
this material is a primer effort and might be updated then uploaded.
I hope it will be beneficial to the persons who cares about project management.
MS Project Integration: Tips, Tricks and What's New for YouCA Technologies
Have you scheduled in Microsoft Project (MSP) and are now presented with the "Tasks" to maintain a schedule in CA Project & Portfolio Manager (CA PPM)? Is your organization using CA PPM but still wants to schedule in MS Project? Have you noticed that the logic in how CA PPM schedules is different in MS Project? And most importantly – wouldn't it be awesome to be able to explain why CA PPM and MS Project behave differently but ultimately get you the same result? This presentation shows you where and how MSP and CA PPM bi-directionally map data, how to create and manage tasks, assignments and scheduling, as well as updating task status and work. It includes a broad discussion where and when data should be entered in CA PPM and MS Project, on defining data elements and how to capture them.
For more information on Management Cloud solutions from CA Technologies, please visit: http://bit.ly/1wEnPhz
Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com
This presentation will demonstrate the features and functions of Primavera Reflections that enable an organization to create what-if scenarios and evaluate potential changes that may affect the project. Topics include creating reflections from a source project, making changes to reflections, reviewing and accepting changes, merging reflections with the source project, and viewing the impact of merged changes within the source project.
In this video you will learn
1- What is a Project
2- What is a Project Management
3- EPS & OBS Purpose
4- How to Create a New Project in P6 Software
Welcome to Primavera Training-02 ’ E-course on Oracle’s Primavera P6 Professional (Project Management application).
CivilMDC.com is an Online learning platform, offers educational training courses in the fields of Designing, software, technology and creative skills. The company, through its instructional video tutorials, offers courses in the areas of CAD, design, Analysis,Civil Engineering education, Planning and many more e-learning courses.
To Build a relationship, Please CLICK THE SUBSCRIBE BUTTON..
For the download of the Primavera P6 Professional Software , follow the link below, get register yourself before downloading of software.
https://edelivery.oracle.com/osdc/faces/Home.jspx;jsessionid=4G19HLHB74aadvpYjWAkwe-GriiTyj2OUoSp8IaqFdpwhvgjSq4E!-1802076090
If you face any difficulty...... Feel free to contact.
Contact Details
www.civilmdc.com
Professional Trainers
Email ID: civilmdcgroup@gmail.com
These slides attempt to explain a rather complicated part of MS Project: setting up calendars, understanding how 'schedule options' influence duration, how to set up non-working days other than weekends using the Exceptions tab, etc.
Project Web Access Quick Reference Guide For Team MembersToney Sisk
This printable Word document shows how to use Project Server 2007 and Project Web Access if you are a project manager. This is arranged by project management methodology, to make it easier to work within corporate standards.
Automation Hub Best practices - Communicating the potential of the automation...Cristina Vidu
Learn how to leverage the Automation Hub and Insights Cloud integration to benefit from out-of-the-box dashboard templates indicating the evolution of your automation program. Or, how to customize them to answer specific questions relevant to your organization.
Target audience: CoE leads, Business Analysts, Business Owners
Speaker:
👩🏻🏫 Iulia Istrate, Senior Director, Product Management - Automation Hub @UiPath
How Do I Calculate Estimates for Budget Deliverables on Agile Projects this Y...DCG Software Value
This report discusses the tension between organizational need of budgetary data for planned Agile deliverables vs traditional project cost accounting.
The report is available for download here: http://ow.ly/XOpSc
To access more Trusted Advisor articles, visit: http://www.softwarevalue.com/insights/publications/#trustedadvisor
You need to create a formal document that can be used to guide project execution and control. Get this template @ http://www.demandmetric.com/content/project-plan-template
Hello Class- This is a very rough draft of the assignment. I have SusanaFurman449
Hello Class- This is a very rough draft of the assignment. I have broken down each section and potential opportunities for you. This is not all inclusive as you can be creative but you must meet the deliverables of this assignment.
Scope and Schedule: At the end of week 4, you are to finalize the initially approved scope from week two and start building the project schedule. In this week, you are also to work on building the project Work-Breakdown Structure (WBS). Project scope and schedule will include the following components:
- Finalized project scope
- Project requirements – in more details
- WBS structure
- Developed project schedule
- Identify key milestones and deliverables
- Outline project resources and assign them to tasks accordingly.
- Stakeholder engagement – communication plan
Make sure that there is a heading for each section.
Title Page – Name, date, etc
· Finalized Project Scope: Chapter 7 Scope Planning,
I just want a summary of what your final scope is.
· Project Requirements – Details
· WBS Structure- (Week 3) Chapter 7 Video, How to construct a WBS?
·
· Developed Project Schedule – Chapter 8 Video – Develop Project Schedule, Chapter 8 Reading Scheduling Projects – May ways to show schedule just pick one.
Develop Project Schedule
Once you have an estimated duration for each activity in the network must determine (based on durations and sequence) whether the project can be realistically finished by the required completion time.
· In order to do this, the contractor should estimate the duration of each activity.
· He or she should establish an overall window of time for the project.
Develop a project schedule that provides a timetable for each activity and shows:
· The earliest times (or dates) at which each activity can start and finish, based on the project estimated start time (or date)
· The latest times (or dates) by which each activity must start and finish in order to complete the project by its required completion time (or date)
· Incorporate Changes into Schedule
· Throughout a project, changes may occur that impact the schedule.
· Changes might be initiated by the customer or the project team, or they might be the result of an unanticipated occurrence.
· Changes requested early in the project may have less of an impact on schedule and budget than those requested later in the project.
· When the customer requests a change, the contractor or project team should estimate the impact on the project schedule and budget and then obtain customer approval before proceeding.
· If the customer approves the proposed revisions to the project schedule and budget, then any additional activities, revised estimated durations, and revised estimated resources and associated costs should be incorporated into the project schedule and budget.
· With respect to the project schedule, changes can result in the addition or deletion of activities, re-sequencing of activities, changes to estimated durations for specific activi ...
Automation Hub Best practices - using right KPIs to build a strong business c...Cristina Vidu
Wondering how to prioritize the most impactful ideas to increase your program’s ROI? Learn how to customize the assessments to:
Collect the right information from your business users
Compute the right KPIs relevant for the decision-making process
Accurately prioritize the automation opportunities pipeline
Confidently report to your stakeholders based on transparent and relevant evaluation
Target audience: CoE leads, Business Analysts, Business Process Owners
👩💻 Speaker: Teodora Hiritiu, Senior Product Manager - Automation Hub @UiPath
Watch Automation Hub Best Practices Session 2: Large scale roll-outs:
https://youtu.be/QH1XGH6aJOY
Similar to Primavera Project Management P6 Course session 5 (20)
ACEP Magazine edition 4th launched on 05.06.2024Rahul
This document provides information about the third edition of the magazine "Sthapatya" published by the Association of Civil Engineers (Practicing) Aurangabad. It includes messages from current and past presidents of ACEP, memories and photos from past ACEP events, information on life time achievement awards given by ACEP, and a technical article on concrete maintenance, repairs and strengthening. The document highlights activities of ACEP and provides a technical educational article for members.
Understanding Inductive Bias in Machine LearningSUTEJAS
This presentation explores the concept of inductive bias in machine learning. It explains how algorithms come with built-in assumptions and preferences that guide the learning process. You'll learn about the different types of inductive bias and how they can impact the performance and generalizability of machine learning models.
The presentation also covers the positive and negative aspects of inductive bias, along with strategies for mitigating potential drawbacks. We'll explore examples of how bias manifests in algorithms like neural networks and decision trees.
By understanding inductive bias, you can gain valuable insights into how machine learning models work and make informed decisions when building and deploying them.
KuberTENes Birthday Bash Guadalajara - K8sGPT first impressionsVictor Morales
K8sGPT is a tool that analyzes and diagnoses Kubernetes clusters. This presentation was used to share the requirements and dependencies to deploy K8sGPT in a local environment.
Low power architecture of logic gates using adiabatic techniquesnooriasukmaningtyas
The growing significance of portable systems to limit power consumption in ultra-large-scale-integration chips of very high density, has recently led to rapid and inventive progresses in low-power design. The most effective technique is adiabatic logic circuit design in energy-efficient hardware. This paper presents two adiabatic approaches for the design of low power circuits, modified positive feedback adiabatic logic (modified PFAL) and the other is direct current diode based positive feedback adiabatic logic (DC-DB PFAL). Logic gates are the preliminary components in any digital circuit design. By improving the performance of basic gates, one can improvise the whole system performance. In this paper proposed circuit design of the low power architecture of OR/NOR, AND/NAND, and XOR/XNOR gates are presented using the said approaches and their results are analyzed for powerdissipation, delay, power-delay-product and rise time and compared with the other adiabatic techniques along with the conventional complementary metal oxide semiconductor (CMOS) designs reported in the literature. It has been found that the designs with DC-DB PFAL technique outperform with the percentage improvement of 65% for NOR gate and 7% for NAND gate and 34% for XNOR gate over the modified PFAL techniques at 10 MHz respectively.
Hierarchical Digital Twin of a Naval Power SystemKerry Sado
A hierarchical digital twin of a Naval DC power system has been developed and experimentally verified. Similar to other state-of-the-art digital twins, this technology creates a digital replica of the physical system executed in real-time or faster, which can modify hardware controls. However, its advantage stems from distributing computational efforts by utilizing a hierarchical structure composed of lower-level digital twin blocks and a higher-level system digital twin. Each digital twin block is associated with a physical subsystem of the hardware and communicates with a singular system digital twin, which creates a system-level response. By extracting information from each level of the hierarchy, power system controls of the hardware were reconfigured autonomously. This hierarchical digital twin development offers several advantages over other digital twins, particularly in the field of naval power systems. The hierarchical structure allows for greater computational efficiency and scalability while the ability to autonomously reconfigure hardware controls offers increased flexibility and responsiveness. The hierarchical decomposition and models utilized were well aligned with the physical twin, as indicated by the maximum deviations between the developed digital twin hierarchy and the hardware.
Water billing management system project report.pdfKamal Acharya
Our project entitled “Water Billing Management System” aims is to generate Water bill with all the charges and penalty. Manual system that is employed is extremely laborious and quite inadequate. It only makes the process more difficult and hard.
The aim of our project is to develop a system that is meant to partially computerize the work performed in the Water Board like generating monthly Water bill, record of consuming unit of water, store record of the customer and previous unpaid record.
We used HTML/PHP as front end and MYSQL as back end for developing our project. HTML is primarily a visual design environment. We can create a android application by designing the form and that make up the user interface. Adding android application code to the form and the objects such as buttons and text boxes on them and adding any required support code in additional modular.
MySQL is free open source database that facilitates the effective management of the databases by connecting them to the software. It is a stable ,reliable and the powerful solution with the advanced features and advantages which are as follows: Data Security.MySQL is free open source database that facilitates the effective management of the databases by connecting them to the software.
Online aptitude test management system project report.pdfKamal Acharya
The purpose of on-line aptitude test system is to take online test in an efficient manner and no time wasting for checking the paper. The main objective of on-line aptitude test system is to efficiently evaluate the candidate thoroughly through a fully automated system that not only saves lot of time but also gives fast results. For students they give papers according to their convenience and time and there is no need of using extra thing like paper, pen etc. This can be used in educational institutions as well as in corporate world. Can be used anywhere any time as it is a web based application (user Location doesn’t matter). No restriction that examiner has to be present when the candidate takes the test.
Every time when lecturers/professors need to conduct examinations they have to sit down think about the questions and then create a whole new set of questions for each and every exam. In some cases the professor may want to give an open book online exam that is the student can take the exam any time anywhere, but the student might have to answer the questions in a limited time period. The professor may want to change the sequence of questions for every student. The problem that a student has is whenever a date for the exam is declared the student has to take it and there is no way he can take it at some other time. This project will create an interface for the examiner to create and store questions in a repository. It will also create an interface for the student to take examinations at his convenience and the questions and/or exams may be timed. Thereby creating an application which can be used by examiners and examinee’s simultaneously.
Examination System is very useful for Teachers/Professors. As in the teaching profession, you are responsible for writing question papers. In the conventional method, you write the question paper on paper, keep question papers separate from answers and all this information you have to keep in a locker to avoid unauthorized access. Using the Examination System you can create a question paper and everything will be written to a single exam file in encrypted format. You can set the General and Administrator password to avoid unauthorized access to your question paper. Every time you start the examination, the program shuffles all the questions and selects them randomly from the database, which reduces the chances of memorizing the questions.
2. 7/6/2018 11:04 PMThis material is copyrighted and not allowed to be shared without the permission of the course owner2
SESSION 4
Topic Status
Creating Calendars 100%
Setting Up the Enterprise Project Structure 100%
Setting Up the Organizational Breakdown Structure 100%
Reviewing Work Breakdown Structures 100%
Defining Budgets 100%
Defining Resources and Roles 100%
Establishing Project Codes 100%
Working with User-Defined Fields 100%
Till now we finished the following topics
3. 7/6/2018 11:04 PMThis material is copyrighted and not allowed to be shared without the permission of the course owner3
Topic Status
Critical Path Method (CPM)
Establishing Activity Codes
Working with Activities
Working with Cost Accounts and Project Expenses
Performing Top-Down Estimation
4. 7/6/2018 11:04 PMThis material is copyrighted and not allowed to be shared without the permission of the course owner4
Implementing Schedules
Working with Activities
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Implementing Schedules
Establishing Relationships
Create relationships between activities to indicate whether an activity can begin only after other activities start or
finish. Once you assign relationships, schedule the project to calculate early and late dates for each activity.
Relationship types and lag
You can define the following four types of relationships. Typically, you define relationships from the predecessor to
the successor activity.
When a successor activity cannot start or finish
as soon as its predecessor starts or finishes, you
can define a lag time for the relationship. Lag is
the number of time units from the start or finish
of an activity to the start or finish of its
successor. Lag can be a positive or negative
value. For example, a start to start relationship
with a three-day lag indicates that the successor
activity can start three days after the start of its
predecessor.
6. 7/6/2018 11:04 PMThis material is copyrighted and not allowed to be shared without the permission of the course owner6
Implementing Schedules
Assign relationships using Activity Details
In the Activities window, select the activity to which you want to add a predecessor or successor relationship.
Display Activity Details by clicking the Layout Options bar and choosing Show on Bottom, Activity Details, then click
the Relationships tab. Click Assign in either the Predecessors or Successors section. Select the predecessor or
successor activity you want to assign, click the Assign button, then click the Close button. Double-click the
Relationship Type field, then select a relationship type. Double-click the Lag field, then type the relationship’s lag
time value.
7. 7/6/2018 11:04 PMThis material is copyrighted and not allowed to be shared without the permission of the course owner7
Implementing Schedules
Assigning Resources and Roles
In the Activities window, select the activity to which you want to assign a resource or role. Click the Resources tab in
Activity Details. Click Add Resource to assign a resource to the selected activity; click Add Role to assign a role to the
selected activity. Select the resource or role you want to assign. To assign multiple resources or roles, hold down the
Ctrl key, then click each resource/role you want to assign. Click the Select button, then click the Close button.
8. 7/6/2018 11:04 PMThis material is copyrighted and not allowed to be shared without the permission of the course owner8
Implementing Schedules
Add expenses to activities
In the Activities window, select the activity to which you want to add an expense. Click the Expenses tab.
Click Add, then type the expense’s name. Double-click the item’s expense category listing, click the category you
want to assign, then click Select. Double-click the Accrual Type cell, then select the expense’s accrual type. Enter the
number of budgeted or planned units you expect the selected activity to use and the cost of each unit. The
Budgeted (or Planned) Cost field displays the expense’s budgeted or planned cost (budgeted or planned units *
price/unit).
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Implementing Schedules
Assigning Work Products and Documents
Work products and documents enable 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. Choose Project, Work Products and Documents, to set up the documents. Set up the categories for
work products and documents by choosing Admin, Admin Categories, then clicking the Document Categories tab.
Click the Document Status tab to establish the different status codes you want to use for the documents. In the
Activities window, select the activity to which you want to assign a document. Click the WPs & Docs tab in Activity
Details. Click Assign and select the document you want to assign. Click the Assign button. Mark the checkbox for the
selected document to indicate that it is a work product. To view detailed information about and/or open a
document, select the item, then click Details in the WPs & Docs tab.
10. 7/6/2018 11:04 PMThis material is copyrighted and not allowed to be shared without the permission of the course owner10
Implementing Schedules
Adding Steps
You can divide an activity into smaller task increments called steps and then assign weights to the steps to calculate
the activity’s percent complete. Weighted steps enable you to track the progress of an activity based on the number
of steps completed.
In the Activities window, select the activity to which you want to add a step. Click the Steps tab in Activity Details.
Click Add. Type the name of the new step.
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Implementing Schedules
Using 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 existing values, assign new values, or delete a group of activities from
your project. Use the Global Change dialog box to create, edit, delete, or run global change specifications. Choose
Project, Activities, then choose Tools, Global Change. Select a global change and click Apply Change. You can view
the data changes in the Global Change Report window. To accept the changes displayed in the Global Change
Report window, click Commit Changes; to cancel the global change and return the data to its original state, click
Cancel Changes.
Add or modify a global change statement
Choose Tools, Global Change. Select the subject area for the global change statement. To select parameters for
expressions that can affect all activity information, choose Activities. To select parameters for expressions that can
affect an activity's resource information, choose Activity Resource Assignments. Choose Project Expenses to select
parameters for expressions that can affect an activity's expense information.
12. 7/6/2018 11:04 PMThis material is copyrighted and not allowed to be shared without the permission of the course owner12
Implementing Schedules
13. 7/6/2018 11:04 PMThis material is copyrighted and not allowed to be shared without the permission of the course owner13
Implementing Schedules
Working with Cost
Accounts and
Project Expenses
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Implementing Schedules
Cost accounts enable you to track activity costs and earned value throughout the project life cycle. Set the
default cost account at the project level so that it is automatically assigned to the project’s activities. Cost
accounts are established in a hierarchy available to all projects in the enterprise project structure (EPS).
Expenses are nonresource costs associated with a project and assigned to a project’s activities. They are
typically one-time expenditures for nonreusable items. Examples of expenses include facilities, travel,
consulting, and training.
15. 7/6/2018 11:04 PMThis material is copyrighted and not allowed to be shared without the permission of the course owner15
Implementing Schedules
Setting Up a Cost Account Structure
Set up a cost account structure and assign codes to activities and/or resources. Use the cost account structure to
track the amount of work accomplished against the amount of money spent.
Create a cost account hierarchy
Choose Enterprise, Cost Accounts. Click the Cost Account ID column label to display the cost accounts hierarchy.
An outline symbol in the Cost Account ID column label indicates a hierarchy display.
Select the cost account immediately above and at the same level as the cost account you want to add, then click
Add. Type the cost account’s ID and name. The cost account ID and name should identify a project component,
such as engineering, hardware, or research. Create cost accounts beneath each main component to delineate the
component’s parts, such as coding and installation for hardware.
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Implementing Schedules
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Implementing Schedules
Set the project default cost
account
Specify a default cost account that will be used
for resources assigned to activities and project
expenses in the selected project. Choose
Enterprise, Projects, to open the Projects window.
Display Project Details by clicking the Display
Options bar and choosing Show on Bottom,
Project Details. Click the Defaults tab, select a
project in the upper layout, then click the Browse
button in the Cost Account field. Select the
default cost account, then click the Select button.
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Implementing Schedules
Adding Expenses and Entering Cost Information
Use the Project Expenses window to create, view, and edit expenses and related cost information for the open
project. You can assign a cost account and corresponding work breakdown structure (WBS) code so you can
identify the project component associated with the expense, and the area of work with which it is associated.
The Project Expenses window is displayed when you choose Project, Expenses. To include Project Expense
Details at the bottom of the Project Expenses window, click the Display Options bar and choose Expense
Details. (The box next to Expense Details should be marked.)
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Implementing Schedules
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Add expenses
Choose Project, Expenses. Click Add. Select the activity that incurs the expense, then click the Select button.
Group the activities in the Select Activity dialog box so you can easily find the activity.
Click the General, Activity, Costs, and Description tabs, and enter the expense’s information. For an
explanation of the fields on these tabs, refer to “Defining Expense Details”.
Enter cost information for expenses
Choose Project, Expenses. Select the expense whose cost information you want to enter, then click the Costs
tab. Type the number of units you expect the expense’s assigned activity to use, then supply the price for each
unit. The module calculates and displays the budgeted or planned cost of the selected expense (budgeted or
planned units * price/unit) in the Budgeted or Planned Cost field.
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Enter an expense accrual type
Choose Project, Expenses. Select the expense whose accrual type you want to enter, then click the Activity tab.
Select one of the following accrual types:
• Start of Activity, to accrue the entire expense on the date the activity begins
• End of Activity, to accrue the entire expense on the date the activity ends
• Uniform Over Activity, to evenly distribute the expense over the course of the activity’s duration
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Implementing Schedules
Assign an expense category
Choose Project, Expenses. Select the expense
to which you want to assign an expense
category. Expense categories enable you to
classify the type of cost and can be used to
group, sort, filter, and report the expense and
cost information for your projects. Click the
General tab, then click the Browse button in the
Expense Category field. Select the category you
want to assign, then click the Select button.
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Implementing Schedules
Defining Expense Details
Use Expense Details to view and edit detailed information about the selected expense item. Expense Details appear
in the Project Expenses window when you choose Expense Details from the Display Options bar.
General information
Use the General tab to define general information for the selected expense item, such as the item name and
category. You can also specify the item’s vendor, cost account, and document number.
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Implementing Schedules
Activity information
Use the Activity tab to change the selected expense item’s activity assignment and specify the expense item’s
accrual type. You can also view the item’s activity assignment according to WBS element, activity status, activity
start and finish dates, and primary resource.
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Project Planning Module is
finished now
Thanks for your attention
Looking forward seeing you in
Managing Schedules Module
(Find the TOC below)
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Topic
Managing Baselines
Updating, Scheduling, and Leveling
Customizing Reports
Summarizing Projects
Project Issues and Thresholds
Managing Risks
Maintaining a Project’s Document Library
Tracking Projects
Creating and Using Reflections