Project Planning and Scheduling Using Primavera P6: For all Industries Including Version 4 to 7 | by Paul E. Harris | 2010 | ISBN: 9781921059339. Project Architect Wizard. Multiple Project Scheduling. Enterprise Project Structure (EPS).

August 21st, 2010 | by kutenk |

Project Planning and Scheduling Using Primavera P6: For all Industries Including Version 4 to 7
by Paul E. Harris
2010 (378 pages)
ISBN:9781921059339
In plain English and in a logical sequence, this book will teach planners and schedulers in any industry how to setup and use Primavera in a project environment.

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Project Planning and Scheduling Using Primavera P6—For All Industries Including Version 4 to 7
Introduction
Overview
Summary
Customization for Training Courses
Author’s Comment
Appreciation

Current Books Published by Eastwood Harris
Overview
Superseded Books by The Author

Chapter 1 – Introduction
1.1: Purpose
1.2: Required Background Knowledge
1.3: Purpose of Planning
1.4: Project Planning Metrics
1.5: Planning Cycle
1.6: Levels of Planning
1.7: Monitoring and Controlling a Project

Chapter 2 – Creating a Project Plan
2.1: Understanding Planning and Scheduling Software
2.2: Enterprise Project Management




2.3: Understanding Your Project
2.4: Level 1 — Planning Without Resources
2.5: Level 2 — Monitoring Progress Without Resources
2.6: Level 3 — Scheduling With Resources, Roles and Budgets
2.7: Level 4 — Monitoring and Controlling a Resourced Schedule

Chapter 3 – Starting Up and Navigation
3.1: Logging In
3.2: Welcome Form
3.3: The Home Window
3.4: The Projects Window
3.5: Opening One or More Projects
3.6: Opening a Portfolio
3.7: Navigating Around a Project
3.8: User Preferences — Time Units P6 Version 7
3.9: User Preferences — Time Units P6.2 and Earlier
3.10: User Preferences — Date
3.11: Right-Clicking with the Mouse
3.12: Accessing Help
3.13: Application of Options within Forms
3.14: Closing Down
3.15: Terminology Differences between Industry Versions
3.16: Workshop 1 – Navigating Around the Windows

Chapter 4 – Creating a New Project
Overview
4.1: File Types
4.2: Creating a Blank Project
4.3: Setting Up a New Project
4.4: Project Architect Wizard and Methodology Manager
4.5: Importing a Project
4.6: Copy an Existing Project
4.7: Project Dates
4.8: Saving Additional Project and EPS Information – Notebook Topics
4.9: Workshop 2 – Creating Your Project

Chapter 5 – Defining Calendars
Overview
5.1: Accessing Global and Project Calendars
5.2: Assigning the Project Default Project Calendar
5.3: Creating a New Calendar
5.4: Moving a Project Calendar to Global
5.5: Copy a Calendar from One Project to Another
5.6: Renaming a Calendar
5.7: Deleting a Calendar
5.8: Resource Calendars
5.9: Editing the Calendar Working Days of an Existing Calendar
5.10: Adjusting Working Hours
5.11: Inherit Holidays and Exceptions from a Global Calendar
5.12: Start Day of the Week
5.13: Summary Durations – Primavera 6.2 and Earlier
5.14: Summary Durations – Primavera P6 Version 7
5.15: Tips for Mixed Calendar Schedules
5.16: Workshop 3 – Maintaining the Calendars

Chapter 6 – Creating a Primavera Project WBS
Overview
6.1: Opening and Navigating the WBS Window
6.2: Creating and Deleting a WBS Node
6.3: WBS Node Separator
6.4: Work Breakdown Structure Lower Pane Details
6.5: WBS Categories
6.6: Why a Primavera WBS is Important
6.7: Workshop 4 – Creating the Work Breakdown Structure

Chapter 7 – Adding Activities and Organizing Under the WBS
Overview
7.1: New Activity Defaults
7.2: Adding New Activities
7.3: Default Activity Duration
7.4: Copying Activities in Primavera P6 Version 7
7.5: Copying Activities in Primavera P6.2 and Earlier
7.6: Renumbering Activity IDs in P6 Version 7
7.7: Copying Activities from other Programs
7.8: Elapsed Durations
7.9: Finding the Bars in the Gantt Chart
7.10: Activity Information — Bottom Layout
7.11: Assigning Calendars to Activities
7.12: Undo
7.13: Assigning Activities to a WBS Node
7.14: Reordering or Sorting Activities
7.15: Summarizing Activities Using WBS
7.16: Spell Check
7.17: Workshop 5 – Adding Activities

Chapter 8 – Formatting the Display
Overview
8.1: Formatting the Project Window
8.2: Understanding Forms
8.3: Formatting Columns
8.4: Formatting the Bars
8.5: Row Height
8.6: Progress Line Display on the Gantt Chart
8.7: Format Fonts and Font Colors
8.8: Format Colors
8.9: Format Timescale
8.10: Inserting Attachments – Text Boxes and Curtain
8.11: Workshop 6 – Formatting the Bar Chart

Chapter 9 – Adding Relationships
Overview
9.1: Understanding Relationships
9.2: Understanding Lags and Leads
9.3: Formatting the Relationships
9.4: Adding and Removing Relationships
9.5: Using the Command Toolbar Buttons to Assign Relationships
9.6: Dissolving Activities
9.7: Circular Relationships
9.8: Scheduling the Project
9.9: Critical Activities Definition
9.10: Workshop 7 – Adding the Relationships

Chapter 10 – Activity Network View
Overview
10.1: Viewing a Project Using the Activity Network View
10.2: Adding, Deleting and Dissolving Activities in the Activity Network View
10.3: Adding, Editing and Deleting Relationships
10.4: Formatting the Activity Boxes
10.5: Reorganizing the Activity Network
10.6: Saving and Opening Activity network Positions
10.7: Early Date, Late Date and Float Calculations
10.8: Workshop 8 – Scheduling Calculations and Activity Network View

Chapter 11 – Constraints
Overview
11.1: Assigning Constraints
11.2: Project Must Finish By Date
11.3: Activity Notebook
11.4: Workshop 9 – Constraints

Chapter 12 – Group, Sort and Layouts
Overview
12.1: Group and Sort Activities
12.2: Understanding Layouts
12.3: Copying a Layout To and From Another Database
12.4: Workshop 10 – Organizing Your Data

Chapter 13 – Filters
13.1: Understanding Filters
13.2: Applying a Filter
13.3: Creating a New Filter
13.4: Modifying a Filter
13.5: Workshop 111 – Filters

Chapter 14 – Printing and Reports
Overview
14.1: Printing
14.2: Print Preview
14.3: Page Setup
14.4: Options Tab
14.5: Print Form
14.6: Print Setup Form
14.7: Reports
14.8: Workshop 12 – Printing

Chapter 15 – Tracking Progress
Overview
15.1: Understanding Date Fields
15.2: Setting the Baseline
15.3: Practical Methods of Recording Progress
15.4: Understanding the Concepts
15.5: Updating the Schedule
15.6: Progress Spotlight and Update Progress
15.7: Suspend and Resume
15.8: Scheduling the Project
15.9: Comparing Progress with Baseline
15.10: Progress Line Display on the Gantt Chart
15.11: Corrective Action
15.12: Workshop 13 – Progressing and Baseline Comparison

Chapter 16 – User and Administration Preferences and Scheduling Options
Overview
16.1: User Preferences
16.2: Admin Menu
16.3: Miscellaneous Defaults
16.4: Admin Preferences
16.5: Scheduling Options
16.6: Admin Categories

Chapter 17 – Creating Roles and Resources
Overview
17.1: Understanding Resources
17.2: Creating Roles
17.3: Creating Resources and the Resources Window
17.4: Editing Resource Calendars
17.5: Workshop 14 – Adding Resources to the Database

Chapter 18 – Assigning Roles, Resources and Expenses
Overview
18.1: Understanding Resource Calculations and Terminology
18.2: Project Window Resource Preferences
18.3: User Preferences Applicable to Assigning Resources
18.4: Activity Window Resource Preferences and Defaults
18.5: Assigning and Removing Roles
18.6: Assigning and Removing Resources
18.7: Expenses
18.8: Suggested Setup for Creating a Resourced Schedule
18.9: Workshop 15 – Assigning Resources and Expenses to Activities

Chapter 19 – Resource Optimization
Overview
19.1: Reviewing Resource Loading
19.2: Methods of Resolving Resource Peaks and Conflicts
19.3: Resource Leveling
19.4: Resource Leveling Function
19.5: Leveling Examples
19.6: Resource Shifts
19.7: Guidelines for Leveling
19.8: What to Look For if Resources Are Not Leveling
19.9: Resource Curves
19.10: Editing the Resource Usage Spreadsheet — Bucket Planning
19.11: Workshop 16 – Resources Optimization

Chapter 20 – Updating a Resourced Schedule
Overview
20.1: Understanding Budget Values and Baseline Projects
20.2: Understanding the Current Data Date
20.3: Information Required to Update a Resourced Schedule
20.4: Project Window Defaults for Updating a Resourced Schedule
20.5: Activity Window – Percent Complete Types
20.6: Using Steps to Calculate Activity Percent Complete
20.7: Updating the Schedule
20.8: Updating Resources
20.9: Updating Expenses
20.10: Store Period Performance
20.11: Workshop 17 – Updating a Resourced Schedule

Chapter 21 – Other Methods of Organizing Project Data
Overview
21.1: Understanding Project Breakdown Structures
21.2: Activity Codes
21.3: Add Activity Codes When Assigning Codes
21.4: User Defined Fields
21.5: Project Phase or WBS Category
21.6: Resource Codes
21.7: Cost Accounts
21.8: Owner Activity Attribute
21.9: EPS Level Activity Codes
21.10: Workshop 18 – Activity Codes and User Defined Fields (UDF)

Chapter 22 – Global Change
22.1: Introducing Global Change
22.2: The Basic Concepts of Global Change
22.3: Specifying the Change Statements
22.4: Examples of Simple Global Changes
22.5: Selecting the Activities for the Global Change
22.6: Temporary Values
22.7: Global Change Functions
22.8: More Advanced Examples of Global Change
22.9: Workshop 19 – Global Change

Chapter 23 – Managing the Enterprise Environment




Overview
23.1: Multiple User Data Display Issues
23.2: Enterprise Project Structure (EPS)
23.3: Portfolios
23.4: Organizational Breakdown Structure — OBS
23.5: Users, Security Profiles and Organizational Breakdown Structure
23.6: Project Codes
23.7: Filtering, Grouping and Sorting Projects in the Projects Window
23.8: Project Durations in the Project Window
23.9: Why Are Some Data Fields Gray and Cannot Be Edited?
23.10: Summarizing Projects
23.11: Job Services
23.12: Tracking Window

Chapter 24 – Multiple Project Scheduling
24.1: Multiple Projects in One Primavera Project
24.2: Multiple Primavera Projects Representing One Project
24.3: Setting Up Primavera Projects as Sub-Projects
24.4: Refresh Data
24.5: Who Has the Project Open?
24.6: Setting Baselines for Multiple Projects

Chapter 25 – Utilities
25.1: Reflection Projects
25.2: Advanced Scheduling Options
25.3: Audit Trail Columns
25.4: Excel Import and Export Tool
25.5: Project Import and Export
25.6: Check In and Check Out

Chapter 26 – What is New in P6 Version 7
26.1: Calendars – Hours per Time Period
26.2: Calendars for Calculating WBS and Other Summary Durations
26.3: Renumbering of Activity IDs with Copy and Paste Copy
26.4: Renumbering Activity IDs
26.5: Progress Line Display on the Gantt Chart
26.6: Add Activity Codes When Assigning Codes
26.7: Copy Baseline When Creating a Baseline
26.8: License Maintenance Changes
26.9: Recently Opened File List

Chapter 27 – What is New in Version 6.0
27.1: XML File Format for Import and Export
27.2: Copy a Project with High Level Resource Assignments
27.3: Role Limits
27.4: Reflection Projects
27.5: Editing the Resource Usage Spreadsheet — Bucket Planning
27.6: Owner Activity Attribute
27.7: Resource Assignment Audit Trail
27.8: Project Layouts
27.9: Curtains and Spotlights
27.10: Group and Sort
27.11: Planning Resources
27.12: Copying a Project with Baselines

Chapter 28 – What is New in Version 5.0
28.1: MSDE Database for Standalone Installations
28.2: Undo
28.3: WBS Summary Activity
28.4: EPS Level Activity Codes
28.5: Activity Step Templates
28.6: Assignment Staffing
28.7: Resource Security
28.8: Baseline Functionality
28.9: Progress Spotlight and Update Progress
28.10: Suspend and Resume
28.11: Store Period Performance
28.12: Advanced Scheduling Options
28.13: Rates for Roles
28.14: Excel Import and Export Tool
28.15: P3 Subproject Import
28.16: Export to Primavera Contractor
28.17: Audit Trail Columns
28.18: Enhanced or New Graphics Functions
28.19: Improved Report Wizard Functionality

Chapter 29 – Topics Not Covered in this Publication

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