How to Format the Relationships in Primavera P6 Version 8.2

Project Planning and Control Using Oracle Primavera P6 - Versions 8.1 & 8.2 Professional Client & Optional ClientFormatting the Relationships in Primavera P6 8.2

Relationships lines may not be formatted like in SureTrak, but unlike Microsoft Project they do not adopt the color of the predecessor activity which is often misleading.

  • The relationships may be displayed or hidden by clicking on the icon on the Activity toolbar or by checking and un-checking the Show Relationships box in the Bar Chart Options form, General tab.
  • The color of the relationship represents:

Ø  Red – Critical and therefore a Driving relationship,

Ø  Solid Black – Non-Critical Driving relationship and therefore has Free Float,

Ø  Dotted Black – Non-Critical Non-Driving relationship and has Free Float, and

Ø  Blue – a selected relationship and may be deleted.

  • A relationship is displayed on the Baseline bar, as discussed in paragraph 8.3, when the Baseline bar is above the Actual and Remaining bars in the Bars form. To place the relationships onto the Early bar, which is more logical, you should move the Baseline bars in the Bars form to below the Actual and Remaining bars in the Bars form.
Relationships on the Baseline Bar

relationships in baseline bar

Relationships on the Current Bar

relationship in current bar

Adding and Removing Relationships

Graphically Adding and Deleting a Relationship

To add relationships move the mouse pointer to end of the predecessor activity bar, which will change the mouse arrow to a . Then simply hold down the left mouse key, drag to the start of the successor activity and release the mouse button.

To create other relationships such as Start to Start, drag from the beginning of the predecessor to the beginning of the successor bar.

To confirm or edit the link or add lag after a link has been added, the Edit Relationship form may be opened:

  • Select a relationship line by clicking and it will turn to blue and an arrow  will appear, then
  • Double-click to open the Edit Relationship form:

edit relationships in p6

  • Click on the delete button to delete a relationship.

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Setting Up Activity Types and Milestones in Primavera P6 Version 8.2

Activity Types and Milestones in Primavera P6 Version 8.2

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
Project Planning and Control Using Oracle Primavera P6 - Version 8.2 EPPM Web
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.

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MS Project 2010 Tips – How to Assign Task Calendars

99 Tricks and Traps for Microsoft project“How to Assign Task Calendars

A task may be assigned a calendar that is different from the Project Calendar by:

  • Displaying the Task Calendar column and editing the Task Calendar from this column, or
  • Double-clicking on the task to open the Task Information form and selecting the Advanced tab.

After a calendar has been assigned, an icon will appear in the Indicators column and the calendar name displayed in the Task Calendar column, as shown in the picture below for the Installation Requirements task:

  • The task Finish date, Total Float, Free Float and Variances from a Baseline will be calculated on the Task Calendar. This often leads to confusion for new users as tasks on a 24-hour/day calendar will have different Float than tasks on an 8-hour/day calendar.
  • When resources are assigned to a Task the Finish date is calculated on the Resource calendar; unless the Task has been assigned a calendar and the box in the Task Information form Advanced tab Scheduling ignores resource calendars is checked, then the task duration is calculated based on the assigned Task Calendar.”

Excerpt from 99 Tips and Traps for Microsoft Office Project

Paul Harris

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Project Planning & Control Using Oracle® Primavera® P6 Version 8.1 – Professional Client and Optional Client

SHORT DESCRIPTION ON FRONT COVER A user guide and training manual written for Project Management Professionals who wish to learn how to plan and control projects in an established Primavera Enterprise environment with or without Resources and Roles.

This book is an update of the author’s Primavera P6 Version 7 book and contains updated workshops, new content and an Earned Value chapter. It has been written so it may be used with any software industry version.

SHORT DESCRIPTION OF SUBJECT MATTER The book is packed with screen shots, constructive tips and contains workshops with solutions at the end of each chapter for the reader to practice the skills taught. It has been written so it may be used with either the Professional Project Management Client version or the Enterprise Project Portfolio Management Optional Client.
READERSHIP The book is aimed at:

Ø  People who wish learn the software but are unable to attend a training course and find the software reference manual hard going.

Ø  Project management companies who wish to run their own software training courses or provide their employees with an alternative text to the vendor supplied user manual.

Ø  Training organizations requiring a training manual to run their own training courses.

This book is a PMI Approved course and instructors PowerPoint slide shows are available to training organizations. PMI REPs may apply to have this course licensed to them and award 21 PDUs to each attendee.

BACKGROUND ON BOOK Primavera Systems Inc. originally asked the author to write this book and this publication is ideal for people who would like to gain an understanding of how the software operates up to an intermediate level. It covers only Primavera Versions 8.1 Professional Client and Optional Client Due to the new menus and toolbars release in Version 8. It explains some of the differences from SureTrak, P3, Microsoft Project and Asta Powerproject to assist people converting form other products.

The book is designed to teach planners and schedulers in any industry how to setup and use the software in a project environment. It explains in plain English and in a logical sequence, the steps required to create and maintain an unresourced and resourced schedule. It tackles some of the more complex aspects of the software that the user manual does not address. It highlights the sources of information and the methods that should be employed to produce a realistic and useful project schedule.

BACKGROUND ON BOOK Continued

The book provides advice on how on how the many software options may be applied to projects environments and it aims to teach readers how to plan and control projects created within the software package and stays focused on explaining how to use Primavera to schedule projects by:

Ø  Concentrating on the core functions required to set up an enterprise environment and how to plan and control projects.

Ø  Providing command lists at the start of each chapter as a quick reference.

Ø  Providing a comprehensive table of contents and index of all topics.

The book is intended to be used:

Ø  As a self teach book, or

Ø  A user guide, or

Ø  A training manual for a three day training course.

This book is written by an experienced scheduler, who has used the software at the sharp end of projects and is not a techo. It draws on the author’s practical experience in using the software in a wide variety of industries. It presents workable solutions to real day to day planning and scheduling problems and contains practical advice on how to set up the software and import data.

Buy the Project Planning & Control Using Oracle® Primavera® P6 Version 8.1 – Professional Client and Optional Client

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