How to Add a New Activity in Primavera P6 Version 8.2

Adding New Activities in Primavera P6 Version 8.2

It is often quicker to create a schedule in a spreadsheet and import the data into the scheduling software. Primavera offers a spreadsheet import function found under File, Import… which is very user friendly.

eh.com.au warning symbol Some data associated with an imported activity must exist before the activity is imported from Excel otherwise it will not be imported. This includes items such as Roles, Resources, and Activity Codes. These data items may be imported using the Primavera SDK (which is loaded from the installation CD and instructions are available on the Administration Guide) and an Excel spreadsheet available from the Oracles Primavera Knowledgebase.

To add an Activity to a Primavera P6 project in the Activities Window you must first open the project, select the appropriate WBS Node and then:

  • Select Edit, Add, or
  • Press the Insert key on the keyboard, or
  • Click on the  Add icon on the Edit toolbar.

Default Activity Duration

The default activity duration for newly created activities is specified in the Admin, Admin Preferences…, General tab Activity Duration cell.

primavera p6 default activity duration

Copying Activities from other Programs

Activity data may NOT be copied from or updated from other programs (such as Excel) by cutting and pasting.

Copying Activities in P6

Activities may be copied from another project when both projects are open at the same time or copied from within the same project using the normal Windows commands Copy and Paste, by using the menu commands Edit, Copy and Edit, Paste, or by using Ctrl+C and Ctrl+V.

One or more activities may be selected to be copied by:

  • Ctrl-clicking, or
  • Holding the shift key and clicking on the first and last activity in a range, or
  • Dragging a range with the mouse. With this operation be sure to select the whole activity or activities, not just a cell.

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

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

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

How to Create a Project WBS in Primavera P6 Version 8.2

Project Planning and Control Using Oracle Primavera P6 - Version 8.2 EPPM WebCreating a Primavera P6 Version 8.2 Project WBS

A WBS Node is a term used by Primavera that is often called a WBS Code and is a single point in the WBS structure that activities are assigned to. A Primavera WBS Node may record more information than P3, SureTrak, or Microsoft Project including the following data:

  • Anticipated Dates, which are used to create a bar in the WBS Window when there are no activities under the WBS Node, but do not summarize in the Projects Window.
  • Notes, which are recorded under Notebook Topics,
  • Budget, Spending Plan and Budget Change Log,
  • WBS Milestones, which may be used for assigning progress at WBS Node,
  • WP & Docs that provide links to documents, and
  • The rules for calculating Earned Value for each WBS Node.

[like_to_read]The start and finish dates of a WBS Node are adopted from the earliest start date and latest finish date of the detailed activities under that WBS Node and use the WBS Anticipated Dates to create a bar when there are no activities assigned to a WBS Node.

The duration of a WBS Node is calculated from the start and finish dates, the database Default Calendar and the User Options.

The Project WBS function is designed to record a hierarchical WBS that has been developed on a traditional basis as outlined in many project management documents. A well-structured WBS should:

  • Include all the project deliverables, and
  • Be set at the appropriate level for summarizing project activities and reporting project progress.

The Project WBS function is used to group and summarize activities under a hierarchical structure in the same way as the WBS function in P3 and SureTrak, and the Custom Outline Codes in Microsoft Project.

It is also similar to Outlining in all versions of Microsoft Project; however, in Primavera the Activities are assigned to a hierarchical WBS Node and are not demoted under a Parent task as with Outlining with Microsoft Project. The WBS structure is used to organize and summarize your project activities, including costs and resources during the planning, scheduling, and updating of Projects.

The project should be granulated (broken down) into manageable areas by using a project breakdown structure based on attributes of the project such as the Phases or Stages, Systems and Subsystems, Processes, Disciplines or Trades, and Areas or Locations of work. These headings are normally the basis of the project breakdown structure and are used to create the Primavera WBS structure, and the WBS should present the primary view of your project.

Defining the project breakdown structure may be a major task for project managers.

Primavera also has an Activity Code function similar to the Activity Code function in Primavera P3 and SureTrak software, Codes in Asta Powerproject and the Custom Outline Codes in Microsoft Project.

This feature enables the grouping of activities under headings other than the “WBS Structure.” Unlike in Primavera P3 and SureTrak software, Activity Codes are not the primary method of organizing activities in Primavera.

Topic Menu Command
  • Creating and Deleting a WBS Node
The menu commands Add, Delete, Copy, Cut and Paste all work to create, delete, move, and copy WBS Nodes.
  • WBS Categories
WBS Categories are created in Professional P6 using the Admin, Admin Categories…, WBS Categories tab and are assigned to WBS Nodes by inserting the WBS Categories column in the WBS Window.

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