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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.”

Primavera - Project Management

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