- •Table of Contents
- •Preface
- •Primavera Products
- •Using Documentation and Help
- •Where to Get Support
- •Understanding Project Management
- •Why Use Project Portfolio Management?
- •Your Role in the Organization
- •Project Management Process Overview
- •Planning, Controlling, and Managing Projects
- •Quick Tour
- •Getting Started
- •Selecting a Language
- •The Workspace
- •What Is a Layout?
- •Customizing Displays
- •Sample Layouts
- •Using Wizards
- •Defining Administrative Preferences and Categories
- •Defining Default Settings
- •Allowing Users to Define the Default Hours per Time Period
- •Defining Standard Categories and Values
- •Defining Currencies
- •Setting User Preferences
- •Formatting Time Units
- •Formatting Dates
- •Setting View Currency and Symbols
- •Setting Mail Preferences
- •Implementing Wizards
- •Creating a Log of Tasks and Setting Startup, Group and Sort, and Column Options
- •Changing Your Password
- •Setting Profile and Spreadsheet Data Options
- •Setting Calculation Options for Resource and Role Assignments
- •Selecting Startup Filters
- •Structuring Projects
- •Setting Up the Enterprise Project Structure
- •Enterprise Project Structure Overview
- •Summarizing Projects
- •Setting Up the Enterprise Project Structure
- •Adding a New Project to the Enterprise Project Structure
- •Using Project Architect
- •Working with the Enterprise Project Structure
- •Using Root Nodes to Denote Project Status
- •Defining Enterprise Project Structure Details
- •Leveling Priority
- •Anticipated Dates
- •Auto-Numbering Activity IDs
- •Setting Up the Organizational Breakdown Structure
- •Viewing an OBS
- •Setting Up an OBS
- •Editing OBS Elements
- •Defining Resources and Roles
- •Resources Overview
- •Viewing and Adding Resources
- •Default Units/Time
- •Using Limits for Delayed Resource Start
- •Defining Resource Shifts
- •Defining and Assigning Resource Codes and Values
- •Setting Up Roles
- •Assigning Roles to Resources
- •Defining Custom Resource Curves
- •Reviewing Work Breakdown Structures
- •Viewing a WBS
- •Grouping by WBS Path
- •Adding WBS Elements and Assigning Properties
- •Using WBS Milestones
- •How Weights Affect Percent Complete
- •Assigning WBS Category Values
- •Defining Earned Value Settings for Specific WBS Elements
- •Assigning Estimation Weights to WBS Elements
- •Defining Budgets
- •Top-Down Budgeting
- •Establishing Budgets
- •Establishing a Monthly Spending Plan
- •Tracking Budget Changes
- •Establishing Funding
- •Tracking and Analyzing Budgets
- •Establishing Project Codes
- •Defining and Assigning Project Codes
- •Grouping, Summarizing, and Filtering by Codes
- •Working With User-Defined Fields
- •Creating User-Defined Fields
- •Working with User-Defined Fields
- •Working with Indicators
- •Creating Calendars
- •Adding Calendars
- •Modifying Calendars
- •Implementing the Schedule
- •Establishing Activity Codes
- •Creating Activity Codes and Values
- •Grouping and Summarizing by Codes
- •Working with Activities
- •Activities Overview
- •Adding Activities
- •Defining General Activity Information
- •Defining Schedule Information
- •Establishing Relationships
- •Dissolving Activities
- •Displaying Activity Details for Assignments
- •Assigning Resources and Roles
- •Recalculating Costs/Units for Assignments
- •Choosing the Rate Source and Rate Type for an Assignment
- •Assigning Resource Curves to Resource or Role Assignments
- •Manually Planning Future Period Assignments
- •Assigning Activity Codes and Adding Expenses
- •Viewing Activity Feedback and Posting Resource Notes
- •Assigning Work Products and Documents
- •Adding Steps
- •Setting Options for Using Weighted Steps
- •Creating and Assigning Activity Step Templates
- •Viewing Activity Summaries
- •Viewing Contract Manager Documents
- •Using Global Change
- •Working with Cost Accounts and Project Expenses
- •Cost Account and Expense Overview
- •Setting Up a Cost Account Structure
- •Adding Expenses and Entering Cost Information
- •Defining Expense Details
- •Analyzing Costs
- •Performing Top-down Estimation
- •Performing Top-down Estimation
- •Applying Saved Top-Down Estimates To a Project
- •Managing Baselines
- •Creating and Maintaining Baselines
- •Assigning Baselines to Projects
- •Comparing Current and Baseline Schedules
- •Updating Baselines
- •Ensuring Baseline Data Is Updated
- •Updating, Scheduling, and Leveling
- •The Update Process
- •Choosing a Method of Updating
- •Highlighting Activities for Updating
- •Updating Progress for Spotlighted Activities
- •Estimating Progress Automatically
- •Setting Auto Compute Actuals
- •Updating Using Timesheets
- •Updating Activities Manually
- •Removing Progress from Activities
- •Interrupting Activity Progress
- •Applying Actuals
- •Storing Period Performance (Past Period Actuals)
- •Scheduling Projects
- •Types of Activity Dates
- •Leveling Resources
- •Recalculating Resource and Role Assignment Costs
- •Managing Resource Assignments
- •Summarizing Projects
- •Setting Summarization Options
- •Summarizing Project Data
- •How Data Is Summarized
- •Managing Risks
- •Adding Risks
- •Calculating Exposure Values
- •Calculating a Risk’s Impact
- •Creating and Deleting Risk Types
- •Customizing Risk Layouts
- •Project Issues and Thresholds
- •Adding Issues
- •Assigning Tracking Layouts to Issues
- •Using the Issue Navigator
- •Adding Thresholds
- •Threshold Parameter Definitions
- •Monitoring Thresholds
- •Assigning Tracking Layouts to Thresholds
- •Maintaining a Project’s Document Library
- •Specifying Document Location References
- •Assigning Work Products and Documents
- •Tracking Projects
- •Creating Tracking Layouts
- •Working with Tracking Layouts
- •Customizing Tracking Layouts
- •Comparing Projects with Claim Digger
- •Claim Digger Overview
- •Comparing Projects/Baselines
- •Comparison Data
- •Creating and Using Reflections
- •Reflection Overview
- •Creating and Using Reflections
- •Reflection Guidelines
- •Checking Projects In and Out
- •Managing Remote Projects
- •Checking Out Projects
- •Checking In Projects
- •Customizing Projects
- •Working with Layouts
- •Layout Types
- •Creating, Opening, and Saving Layouts
- •Exporting and Importing Layouts
- •Copying and Pasting Resource Spreadsheet Data to Microsoft Excel
- •Grouping, Sorting, and Filtering Data
- •Grouping Data
- •Sorting Data
- •Reorganizing Data
- •Filtering Data
- •Combining Filters
- •Customizing Layouts
- •Modifying Columns
- •Adjusting the Timescale
- •Formatting Gantt Charts
- •Formatting Activity Network Layouts
- •Modifying Resource and Activity Usage Profile Settings
- •Customizing Reports
- •Reports Overview
- •Opening Reports
- •Creating and Modifying Reports
- •Using the Report Editor
- •Adding Data Sources and Rows to Reports
- •Adding Text Cells to Reports
- •Sorting Report Data Sources
- •Customizing a Report with the Report Editor: an Example
- •Using Report Groups
- •Setting Up Batch Reports
- •Printing Layouts and Reports
- •Defining Page Settings
- •Previewing Layouts and Reports
- •Printing Layouts and Reports
- •Selecting a Printer
- •Publishing Layouts and Reports in HTML Format
- •Publishing a Project on the World Wide Web
- •Project Web Site Overview
- •Publishing a Project Web Site
- •Customizing the Appearance of a Project Web Site
- •Publishing Activity and Tracking Layouts
- •Linking the Project Management and Contract Manager Modules
- •Linking the Project Management Module to Contract Manager
- •Linking a Project Management Project to a Contract Manager Project
- •Importing Contract Manager Data to a Project Management Module Project
- •Index
Working with Layouts 407
Working with Layouts
In this chapter
Layout Types
Creating, Opening, and Saving
Layouts
Exporting and Importing Layouts
Copying and Pasting Resource Spreadsheet Data to Microsoft Excel
You can create layouts that display the data you need to see, in the format you need to see them. Customize the top and bottom areas of the layout to include tables, graphs, charts, Activity or Project Details, and more. Once you are satisfied with your layout, you can save it so you or other team members can use it again.
This chapter describes the different layout types and explains how to create, open, save, export, and import layouts.
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Layout Types
You can open WBS, projects, and resource assignment layouts, and the following types of activity layouts: Activity Tables, Activity and Resource Usage Spreadsheets and Profiles, Gantt Charts, Activity Networks, Activity Details, and Trace Logic. Split the Activities window into top and bottom panes to display different types of layouts at the same time. For example, show an Activity Table in the top pane and a Resource Usage Profile in the bottom pane.
Click the Layout Options bar to display a menu of options that you can use to customize the top and bottom panes of the Activities window.
Click Show on Top and Show on Bottom to select the layout type displayed in each area of the Activities window.
For additional information |
Refer to the following examples: |
about layout types and |
|
examples of sample layouts, |
|
see “Quick Tour” on page 13. |
|
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Click the Show/Hide Bottom Layout button to display the top layout in an expanded view.
Activity Table
Displays activity information in spreadsheet format. Use this type of layout to quickly update a project.
You can use filters and data grouping to see only those activities that occur in your current status cycle.
Activity Usage
Spreadsheet
Displays units, costs, or earned value data by activity over time. Use this type of layout to review per period and rolled up activity resource/cost data.
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Click the Relationship Lines button to view relationships in the Gantt Chart.
To quickly zoom in on an Activity Network box, hold down the Alt key, then click and drag your mouse in the Activity Network section.
Gantt Chart
Provides a graphical display of activity progress over the course of the project. Use this layout to review or analyze the schedule.
Activity Network
Provides a graphical display of activities, including logical relationships. Activity Network can be displayed in the top layout only. The left side of this example displays the WBS hierarchy, while the right side shows the activity flow in graphical format. Use this layout to change the sequence of activities as your project evolves.
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Activity Details
Displays and enables you to modify detailed information for an activity you select in either the Activity Table or Activity Network. This type of layout can be displayed in the bottom layout only. Use this layout type to add and update activities.
To show or hide any of the Detail tabs, right-click on a tab title and choose Customize Activity Details.
Activity Usage Profile
Displays a time distribution of activity units and costs in a Bar Chart format. This profile can be displayed in the bottom layout only. Use this layout type to review the labor use for activities in a specific timeperiod.
You can display usage for all activities, or choose Selected Activities to display usage for only the highlighted activities.
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Resource Usage Spreadsheet
Displays resource data in spreadsheet format. This spreadsheet can be displayed in the bottom layout only. Use this layout type to view resource allocation over time, according to a timescale you specify.
You can display activities by selected resource or assignment.
Resource Usage Profile
Displays a time distribution of resource units and costs in relation to activities in a Bar Chart format. This profile can be displayed in the bottom layout only. Use this layout type to analyze resource levels with the schedule.
To display a pop-up box containing totals for a specific month, double-click that month’s bar in the graph.
You can also display the profile as a histogram using different colors and patterns for multiple resources. Click the Display Options Bar and choose Stacked Histogram.
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Trace Logic
Provides a graphical display of dependency relationships for an activity you select in either the Activity Table or Activity Network. Trace Logic can be displayed in the bottom layout only. Use this layout type to easily move forward and backward through the plan to view the critical path.
To quickly zoom in on a box, hold down the Alt key, then click and drag your mouse in the Trace Logic layout.
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