Primavera P6 Training Tips – How to Assign Activities to a WBS Node

Primavera P6 Training – Assigning Activities to WBS Nodesetting wbs activties1s

Activities are assigned to a WBS Node from the Activities Window.

They may be assigned using the following methods:

  • A new activity will inherit the WBS Node that is highlighted when an activity is created.
  • A new activity will inherit the WBS Node of a selected existing activity when the project is organized by WBS Nodes and an activity is created.
  • Select the activity and click the WBS box in the General tab in the lower window. This will open the Select WBS form where you may assign the WBS Node.
  • The  +  and the   –   are used to expand or roll up the WBS structure. Click on the  icon to assign the node.
  • Select one or more activities and move the mouse to the left of the activity description and the mouse will change into the shape displayed in the following picture. You may then drag the activities to another WBS Node.
setting wbs activties2


  • Insert the WBS column by clicking on the  icon and selecting WBS from the Columns form under General. Clicking in the WBS column of an activity will open the Select WBS form.

setting wbs activties3
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Activity Types and Milestones in Primavera P6 Version 8.2

primavera p6 wbs activitiesActivity Types and Milestones in Primavera P6

An Activity may be assigned one of the following default Activity Types using the drop down box in the Project Defaults tab:

  • Finish Milestone
  • Level of Effort
  • Resource Dependent
  • Start Milestone
  • Task Dependent
  • WBS Summary
TASK TYPE DESCRIPTION
  • Task Dependent
These Activity Types have a duration and will only calculate the duration using the assigned calendar even when one or more resources are assigned to an activity.
  • Resource Dependent
These Activity Types have a duration and will calculate the duration only using the calendar assigned to the activity when NO resources are assigned to the activity.

These activities acknowledge Resource Calendars when resources are assigned.

This is similar to an Independent Activity Type in P3 and SureTrak.

They acknowledge the Activity calendar to calculate the Early Start date.

  • Level of Effort – LOE
This Activity type is similar to P3 and SureTrak Hammock activities. It spans from the start or finish of one or more predecessor activities to the start or finish of one or more successor activities which are linked by relationships.
  • Start Milestone
A Start Milestone has a start date and no finish date and is scheduled at the start of a time period and may not be assigned Resources.
  • Finish Milestone
A Finish Milestone has a finish date, no start date and is scheduled at the end of a time period and may not be assigned Resources.

Changing a milestone from Start to Finish would not affect a schedule when all the tasks are on one calendar but would move the milestone from the start of a day to the finish of the previous day.

  • WBS Summary
This Activity type calculates in the same way as P3 and SureTrak WBS activities and they span all activities with the same WBS code, but without relationships that are used with LOEs.
primavera p6 version 8-2 info button A Milestone has zero duration and is used to mark the start or finish of a major event. Primavera differentiates between Start and Finish Milestones in the same way as P3 and SureTrak, where a Start Milestone has a start date and no finish date and a Finish Milestone has a finish date and no start date. This is unlike Microsoft Project, which only has one type of Milestone. Later versions of Microsoft Project allow milestones with durations.

primavera p6 wbs activity types

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Primavera P6 Training Tips Sydney – How to Open a New Project

project planning and control using primavera p6 version 8.2CREATING A NEW PROJECT IN PRIMAVERA P6

There are several methods to create a new project from the Projects Window:

  • Run the Create New Project wizard, or
  • Copy an existing project and edit it, or
  • Import a project created from another Primavera database or created with another software program such as P3, SureTrak or Microsoft Project, or Asta Powerproject.

Primavera P6 Enterprise Project Portfolio Management Version 8 Web has introduced project templates and dropped Methodology Manager/Project Architect.

Creating a Blank Project

You may create a new project at any point in time by selecting File, New…from the menu or clicking on the  icon on the Edit toolbar. You will be guided through the Create a New Project wizard which will require the following information:

  • The EPS Node the project is to be assigned to.
  • The Project ID, a code to represent the project (a maximum of 20 characters), and Project Name.
  • A Planned Start date, which is the earliest date any un-started activity will be scheduled to commence and an optional Project Must Finish By date.
    NOTE: Be sure to check the Start Time.
  • When a Project Must Finish By date is set the project float will be calculated to this date and not to the latest activity finish.

new project p6 tips

open new project in p6

  • The Responsible Manager is selected from the OBS structure. If the OBS has not been defined or the responsibility not assigned then Enterprise may be selected as the Responsible Manager.
  • The Resource Rate Type. Each resource may have five different rates. This is where the default rates are selected but may be changed after a resource has been assigned to an activity.

new project in p6Eastwood Harris Supplies Project Management Training Manuals, Project Management Training Presentations and Consulting on Primavera P6 and Microsoft Project 2010 across Australia.

Primavera P6 Training Brisbane – Tracking Progress of Project

primavera P6 Version 8.2_e-book training manualTracking Progress in P6 Projects in Brisbane

The schedule should be Updated (progressed) on a regular basis and progress recorded at that point. The date on which progress is reported is known by a number of different terms such as Data Date, Update Date, Time Now and Status Date.

The Current Data Date is the field Primavera uses to record this date. The Data Date is NOT the date that the report is printed but rather the date that reflects when the update information was gathered.

Whatever the frequency chosen for updating, you will have to collect the following activity information in order to update a schedule:

  • Completed activities

> Actual Start date

>  Actual Finish dates

  • In-progress activities

> Actual Start date

>  Percentage Completed

>  Duration or Expected Finish Date of the Activity

  • Un-started work

> Any revisions to activities that have not started

>  New activities representing scope changes

>  Revisions to logic that represent changes to the plan

The project schedule may be updated after this information has been collected. The recorded progress is compared to the Baseline dates, either graphically or by using columns of data, such as the Baseline Finish Variance column:

tracking progress p6 projects

Corrective Action

At this point, it may be necessary to further optimize the schedule to bring the project back on track by discussing the schedule with the appropriate project team members.

The possible options are:

  • Reduce the contingent time allowance.
  • Assign a negative lag on a Finish to Start relationship, which enables a successor to commence before a predecessor is completed.
  • Change relationships to allow activities to be executed in parallel.
  • Reduce the durations of activities. In a resourced schedule, this could be achieved by increasing the number of resources assigned to an activity.
  • Work longer hours per day or days per week by editing the calendars, or
  • Reduce the scope and delete activities.

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Primavera P6 Training Perth – Understanding Project Management Software

primavare_P6 V82_training manualUnderstanding Project Planning and Scheduling Software Training in Perth

Planning and scheduling software, like Primavera P6, enables the user to:

  • Enter the breakdown structure of the project deliverables or products into the software. This is often called a Work Breakdown Structure (WBS) or Product Breakdown Structure (PBS),
  • Break a project down into the work required to create the deliverables and enter these into the software as Activities under the appropriate WBS,
  • Assign durations, constraints, predecessors and successors of the activities and then calculate the start and finish date of all the activities,
  • Assign resources and/or costs, which represent people, equipment or materials, to the activities and calculate the project resource requirements and/or cash flow,
  • Optimize the project plan,
  • Set Baseline Dates and Budgets to compare progress against,
  • Use the plan to approve the commencement of work,
  • Record the actual progress of activities and compare the progress against the Baseline and amend the plan when required, allowing for scope changes, etc.,
  • Record the consumption of resources and/or costs and re-estimate the resources and/or costs required to finish the project, and
  • Produce management reports.

There are four modes or levels in which project planning and scheduling software may be used.

Planning Tracking
Without Resources LEVEL 1

Planning without Resources

LEVEL 2

Tracking progress without Resources

With

Resources

LEVEL 3

Planning with Resources

LEVEL 4

Tracking progress with Resources

As the level increases, the amount of information required to maintain the schedule will increase and, more importantly, your skill and knowledge in using the project management software will increase.

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Create a Project Using Primavera P6 – Primavera P6 Training Sydney Melbourne Perth

isbn#9781921059575 _Oracle Primavera P6 Training manual_V8-1Creating Projects in Sydney, Melbourne or Perth Using Primavera P6

To create a project in a Primavera database, you will need the following information:

  • An EPS Node, OBS Node in the database to assign the project,
  • Project ID (a code assigned to the project) and the Project Name,
  • The Project Start Date (and perhaps the Finish Date), and
  • The Rate Type. Primavera has five rates per resource and this option enables you to select a rate as the default resources rate.

It would also be useful to know other information such as:

  • Client name, and
  • Project information such as location, project number and stakeholders.

Defining the Calendars

Before you start entering activities into your schedule, it is advisable to set up the calendars. These are used to model the working time for each activity in the project. For example, a 6-day calendar is created for those activities that will be worked for 6 days a week. The calendar should include any public holidays and any other exceptions to available working days, such as planned days off.

Primavera Software has three types of calendars:

  • Global– which may be assigned to activities and resources in any project,
  • Project– these are project-specific calendars assigned to activities, and
  • Resource– that are assigned to resources.

Project and Resource calendars may be linked to Global calendars, enabling any changes to holidays made to a Global calendar to be inherited by the associated Project and Resource calendars.

Defining the Project Breakdown Structures

A project breakdown structure (PBS) is a way of categorizing the activities of a project into numerous codes that relate to the project. The codes act as tags or attributes of each activity.

During or after the activities are added to the schedule, they are assigned their PBSs so that they may be grouped, summarized, and filtered in or out of the display.

Primavera has two principal methods of assigning a PBS to your project:

  • The Work Breakdown Structure (WBS) function, which is comparable to the P3 and SureTrak WBS functions.
  • The Activity Code function that operates in a way similar to P3 and SureTrak.

Before creating a project, you should design your PBSs by asking the following questions:

  • Which phases are involved in the project (e.g., Design, Procure, Install and Test)?
  • Which disciplines are participating (e.g., Civil, Mechanical and Electrical)?
  • Which departments are involved in the project (e.g., Sales, Procurement and Installation)?
  • What work is expected to be contracted out and which contractors are to be used?
  • How many sites or areas are there in the project?

Use the responses to these and other similar questions to create the PBSs.

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