
- •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

30 Part 1: Overview and Configuration
Defining Default Settings
Use the Admin Preferences dialog box to specify default settings established by the project controls coordinator. Choose Admin, Admin Preferences.
General information Use the General tab to specify general default options, such as the weekday on which the calendar week begins. You can also change the character used to separate hierarchy levels in resource, project, and activity codes; roles; cost accounts; and WBS elements.
The first day of the week for global, project, and resource calendars
The default duration for new activities in all projects; simplifies the process of adding new activities
The character that separates hierarchy levels in roles, resource codes, project codes, cost accounts, and activity codes; it is also the default separator for WBS codes in all new projects. You can enter a WBS code separator for specific projects in the Settings tab of Project Details.
The start day of the week affects how all days in a week are displayed in profiles, spreadsheets, and other layouts in which a weekly timescale can be displayed. For example, if Wednesday is selected as the starting day of the week, the week is displayed as WTFSSMT in an Activity Usage Profile.
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Defining Administrative Preferences and Categories 31
Timesheets Use the Timesheets tab to specify default setup options when using the Timesheets module.
Mark to require that all new resources use timesheets, unless you specify otherwise.
Mark to enable assign privileges for all newly created
projects. For individual projects, you can override this setting on the Project Details Resources tab.
Choose to require that all resources report their hours on a daily basis for each assigned activity.
Choose to require that all resources report their hours as a single time value for each assigned activity in a timesheet reporting period, regardless of the number of days included in the timesheet period.
For more information on implementing the Timesheets module, see the
Administrator’s Guide.
The Timesheet Approval Level section contains the following options:
■Auto Submission – Choose to indicate that resource timesheets do not need to be submitted or approved. Timesheet data are automatically updated in the database when you apply actuals.
■Auto Approval – Choose to indicate that resource timesheets do not require management approval. Timesheets are approved automatically when they are submitted.
■1 Approval Level – Choose to indicate that resource timesheets require approval by the resource/cost manager only. If you select this option, the status of all submitted timesheets remains “Submitted” until the approving manager changes the timesheet’s status. If you previously required both project manager and resource/cost manager approval, and you select this option, the status of all current timesheets that have received one level of approval changes to “Approved.”
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32Part 1: Overview and Configuration
■2 Approval Levels – Choose to indicate that resource timesheets require approval by project and resource/cost managers. If you select this option, the status of all submitted timesheets remains “Submitted” until both managers approve the timesheet.
■Project Manager Must Approve Before Resource Manager – If you choose 2 Approval Levels, mark to indicate that project managers must approve timesheets before resource/cost managers.
■Default Resource Manager Approving Timesheets – The name of the manager who approves resource timesheets, unless you specify otherwise. Click the Browse button to select a new manager.
Timesheet Privileges Use the Timesheet Privileges tab to define privileges for reporting hours.
The default number of days users can preview an activity before it starts
The default number of days users can review an activity after it ends
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Defining Administrative Preferences and Categories 33
Data limits Use the Data Limits tab to specify the maximum number of levels for hierarchical structures. You can also specify the maximum number of baselines and activity codes that can be included in a project.
The maximum combined number of hierarchy levels in the EPS and WBS: 1 is the lowest, and 50 is the highest.
The maximum number of hierarchy levels in these structures: 1 is the lowest, and 25 is the highest.
The maximum number of activity codes in projects: 0 is
the lowest, and 500 is the highest.
The maximum number of baselines in projects. You can
enter an unlimited number.
Maximum baselines copied with project: Specify the
maximum number of baselines that can be copied with the project. You can enter a number between 1 and 50 in this field.
If you change maximum hierarchy level settings, the new settings apply only when you add new elements or edit existing elements.
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34 Part 1: Overview and Configuration
ID lengths Use the ID Lengths tab to specify the maximum number of characters for IDs and codes.
The maximum number of characters in these IDs and codes: 1 is the lowest, and 20 is the highest.
If you change the maximum number of characters in an ID or code, the new number applies only when you add new IDs/ codes or edit existing IDs/codes.
Primavera - Project Management