How to Add Relationships in Primavera P6 Version 8.2

Project Planning and Control Using Oracle Primavera P6 - Version 8.2 EPPM WebADDING RELATIONSHIPS IN PRIMAVERA P6

The next phase of a schedule is to add logic to the activities. There are two types of logic:

  • Relationships (Dependencies or Logic or Links between activities), and
  • Imposed Constraints to activity start or finish dates. These are covered in the Constraints chapter.

The Primavera Help file and other text use the terms Relationships and Logic for Relationships but do not use the terms Dependencies or Links.

We will look at the following techniques in this chapter:

Topic Notes for creating a SF Relationship
  • Graphically in the Bar Chart.
Drag the  mouse pointer from one activity to another to create a dependency.
  • By opening the Activity Details form.
Predecessor and Successors may be added and deleted from the Relationships, Predecessor or Successor tabs.
  • By editing or deleting a dependency using the Edit Relationship form.
Double-click an activity link in the Bar Chart or PERT View.
  • Opening the Assign Predecessor form or the Assign Successor form from the menu.
  • Select Edit, Assign, Predecessors…, or
  • Select Edit, Assign, Successors….
  • By displaying the Predecessor and/or Successor columns.
Double-clicking in the Predecessor or Successor cells will open the Assign Predecessor form and the Assign Successor form.
  • Chain Linking or Automatically Linking activities with a Finish-to-Start relationship.
Select the activities in the order they are to be linked using the Ctl key, right-click and select Link Activities.

Relationships

There are two types of dependencies that are discussed in scheduling:

  • Hard Logic, also referred to as Mandatory or Primary Logic, are dependencies that may not be avoided: for example, a footing excavation has to be prepared before concrete may be poured into it.
  • Soft Logic, also referred to as Sequencing Logic, Discretionary Logic, Preferred Logic, or Secondary Logic, ,may often be changed at a later date to reflect planning changes: for example, determining in which order the footing holes may be dug.

There is no simple method of documenting which is hard logic and which is soft logic as notes may not be attached to relationships. A schedule with a large amount of soft logic has the potential of becoming very difficult to maintain when the plan is changed. As a project progresses, soft logic converts to hard logic due to commitments and commencing activities.

Microsoft Project allows one relationship between two activities, SureTrak and P3 two relationships between two activities and P6 four relationships between two activities.

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Microsoft Project – Task Type and Effort Driven Options

Task Type and Effort Driven Options in MS Project

If you are not sure which option to use thenms project 2010 training manual - spiral edition. This option prevents changes to Task Durations and/or existing Resource assignments as Resources are added or removed from a task.

– Select Fixed Units for activities when the Units per time period must stay constant as either the Duration or Work is changed. For example, a crew of 1 Excavator and 3 Trucks must stay constant as the Duration or Work is changed.

–  Select Fixed Duration for activities when the duration must not change as either resource Units per time period or Work is changed.

–  Select Fixed Work if you wish the Work to stay constant as the duration is changed. The Task will be made Effort driven automatically with the Effort driven option grayed out.

For example, a programmer assigned full-time for a week will have 40 hours’ work. When the duration is doubled to a week, the programmer will work 50% of the time over 2 weeks but still work 40 hours.

If you assign another person to help then the total Work will remain at 40 hours and the Duration not change.

The default for new Tasks is set in the Tools, Options…, Schedule tab. Click on the  icon and new projects will have these as their default options.

Eastwood Harris Supplies Project Management Training Manuals, Project Management Training Presentations and Consulting on Primavera P6 and Microsoft Project 2010 across Australia.

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How to Add and Delete a Curtain in Primavera P6

Adding and Deleting Curtains in Primavera P6

Primavera Version 5.0 introduced a function allowing the placing of multiple curtains on the Gantt Chart which may be all hidden or displayed. A Curtain, used to highlight periods of time over part of the bar chart, may be displayed in a similar way to P3 and SureTrak.Select View, Attachments to display the Curtain menu or right-click a bar and select Attachments, Curtain:

  • Add Curtain opens the Curtain Attachment form used to create a curtain,
  • Show All shows all the curtains,
  • Hide All hides all the curtains, and
  • Clicking on a curtain in the Gantt Chart also opens the Curtain Attachment form where individual curtains may be deleted or hidden.
  • Using the Start Date and Finish Date boxes, or
  • Grabbing the left or right edge of the Curtain in the Bar Chart (the cursor will change to a ) and dragging the start or finish date, or
  • Grabbing the Curtain in the center (the cursor will change to a ) and dragging the whole Curtain.
Project Planning and Control Using Oracle Primavera P6 - Version 8.2 EPPM Web

A curtain is deleted by double clicking on the curtain to open the Curtain Attachment form and clicking on the  button.

Eastwood Harris Supplies Project Management Training Manuals, Project Management Training Presentations and Consulting on Primavera P6 and Microsoft Project 2010 across Australia.

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Task Effort Driven Vs Non-Effort Driven – MS Project Tips

99 Tips and traps for microsoft project - ebookMS Project Tips and Tricks – Effort driven or Non Effort driven?

The Task Effort is the sum of the Work (hours) of all Work Type resources assigned to a task.

The Effort driven option determines how the effort is calculated as resources are added or removed from a Fixed Units or Fixed Duration task.

There are two options in MS Project:

Effort driven When a resource is added or removed from a task, the Task Effort assigned to a task remains constant. Therefore the Work of existing Resources is reduced when a new resource is assigned. Adding or removing resources from a task will leave the total effort assigned to a task constant, unless all resources are removed or a change is made to the work of existing resource assignments.
Non Effort driven When a resource is added to or removed from a task, the Resource Effort or Work of other resources remains constant. Adding or deleting resources increases or decreases the total task effort and will not change the effort of assigned recourses.

In summary, as you assign resources:

– If you want the total number of hours assigned to stay constant then make the Task Effort driven.

– If you wish to assign each resource with its own hours or units per time period then make the task Non Effort driven.

Note: A Fixed Work task is automatically Effort driven.

Eastwood Harris Supplies Project Management Training Manuals, Project Management Training Presentations and Consulting on Primavera P6 and Microsoft Project 2010 across Australia.

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Changing Durations and Assignments in Microsoft Project – PM Training

ms project 2010 training manual - spiral editionDurations and Assignments Change as Resources are Assigned in MS Project

Microsoft Project has some complex user definable relationships that determine which parameters change when resources are added to tasks. For example these relationships may result in durations or hours per resource reducing as resources are added to tasks.

This section will explain how resource assignments calculate and make some suggestions on how to set up the software so the tasks calculate the way you expect.

Task Type – Fixed Duration, Fixed Units, Fixed Work

Users must understand the relationship between the following parameters:

– The task Duration,

– The Work (the number of hours required to complete a task), and

– The Units per Time Period (the rate of doing the work or number of people working on the task).

The relationship is:

Duration x Units per Time Period = Work

For example, a 2-day task at 8 hours per day has a Duration of 2 x 8 =16 hours. If 2 people are assigned to the task the Units per Time Period is 2.00 or 200% and the work is 16 x 2 = 32 hours.

There are three Default task type: options and the default is assigned in the Tools, Options…, Schedule tab. Each new task is set with this Task Type. It may be changed at any time for each task in the Task Type field which may be accessed in a number of places such as the Task Type column the Task form, Task Details form and the Task Information form.

The Default task type decides how this relationship operates when one parameter changes. They are:

Fixed Duration The Duration stays constant when either the Units per Time Period or Work are changed.

A change to the Duration changes the Work.

Fixed Units The Units per Time Period stay constant when either the Duration or Work is changed.

A change to the Units per Time Period changes the Duration.

Fixed Work The Work stays constant if either Duration or Units per Time Period are changed.

A change to the Work changes the Duration.

Therefore your estimate will not change when you change Duration or Units per Time Period.

Eastwood Harris Supplies Project Management Training Manuals, Project Management Training Presentations and Consulting on Primavera P6 and Microsoft Project 2010 across Australia.

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