Creating 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.