Setting Up a New Project in Primavera P6 Version 8.2
To review or modify some of the basic Project or EPS information entered when a project was created, ensure that the Project Details form is displayed in the bottom of the screen:
- Highlight a project or EPS Node,
- The project must be open to edit some project data,
- You must also have the appropriate access rights to edit data,
- Select View, Show on Bottom, Details and click on the General tab:
- The Risk Level may be used to sort and filter Projects and EPS Nodes.
- The Project Leveling Priority is used when leveling a project to reduce peaks in resource requirements. Value of 1 is the highest and 100 the lowest.
- Check Out Status enables the user to determine if the project is checked in or checked out (New to Version 4.1). Checked Out By and Date Checked Out enables the user to establish if the project is currently checked out.
Setting Project Dates in P6 Version 8.2
At this point, a project would not have normally started and you would set the project start date sometime in the future using the Planned Start field in the Projects Window, Details form, Dates tab. To open this form:
- Highlight your new project,
- Select View, Show on Bottom, Details and click the Dates tab:
- Scheduled Dates
Ø The Planned Start is the date before which no activity will be scheduled to start.
Ø The Must Finish By date is an optional date. When this date is entered it is used to calculate the Late Finish of activities, thus all Total Float will be calculated to this date. This topic is covered in the Adding Relationships chapter.
Ø The Finish date is a calculated date and is the date of the completion of the last activity.
Ø The Data Date is used when updating a project. This topic is covered in the Tracking Progress chapter. Unlike Microsoft Project, all incomplete work is scheduled to take place after this date.
Ø The Actual Start date is inherited from the earliest stated activity.
Ø The Actual Finish date is inherited from the latest completed activity when all activities are complete.
- Anticipated Dates
Ø The Anticipated Start and Anticipated Finish dates may be assigned before a WBS structure and Activities have been created. The start and finish dates columns and bars at the EPS level adopt these dates when there are no activities. After Activities have been created, they may remain as a historical record only and are not displayed or inherited anywhere else.
Ø Anticipated Dates may also be assigned to WBS Nodes in the WBS Window.