- •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
446 Part 5: Customizing Projects
Modifying Resource and Activity Usage Profile Settings
The Activity Usage Profile displays a time distribution of activity units and costs in a Bar Chart format. You can customize all aspects of this display, and you can also filter the information it contains.
The Resource Usage Profile displays a time distribution of resource units and costs in relation to activities in a Bar Chart format. You can also customize and filter the settings for this layout.
You can customize Resource and Activity Usage Profiles in several different ways. Select the type of information you want to display, change the timescale, and/or customize the bars and background.
You can also click this button to display the
Resource Usage Profile in the bottom layout.
Click the Display Options bar and choose Show All Projects to show data for all projects. If you do not choose this option, only data for open projects are shown.
To move the legend, click and hold the mouse button, and drag the legend anywhere in the Profile.
When showing all projects, resource distributions are calculated at the resource level. When showing open projects, calculations are made at the activity assignment level.
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Format resource data settings Display the Resource Usage Profile in the bottom pane of the Activities window. Click the Layout Options bar, choose Show on Bottom, Resource Usage Profile. Next, click the Display Options bar for the Resource Usage Profile, and choose Resource Usage Profile Options. Click the Data tab, then specify the type of data to display in the profile and the way it will be represented. You can also right-click in the Resource Usage Profile area and choose Resource Usage Profile Options. The data options differ slightly depending on whether you are showing data for all projects or only open projects.
Mark to display past period actual values (rather than actual to date values).
Choose the type of information to display in the profile.
Mark the checkbox for each type of cost/unit value to display. Determine whether you want to show these data by date (as a bar) or as a curve representing cumulative value. Select the color for each bar/curve.
When showing all projects, mark to show resource/role limits, available units, and overallocation. Mark to show allocation limit and overtime when showing open projects only.
For detailed instructions on customizing Activity and Resource Usage Profiles, refer to the Help.
You can also show the limit and overallocation when displaying open projects only. You can only show the planning limit when displaying data in units.
The Resource Usage Profile displays past period actual data for the Actual, Show Overallocation, and Show Available Units options if you choose the option to Display Actual using Financial Period data.
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When showing all project data, choose how to display remaining unit or cost distributions for early and late dates.
Format the resource data settings for the stacked histogram
Display the Resource Usage Profile in the bottom pane of the Activities window. Click the Layout Options bar, choose Show on Bottom, Resource Usage Profile. Next, click the Display Options bar and choose Stacked Histogram. Then click the Display Options bar and choose Resource Usage Profile Options. Click the Data tab, then specify the type of data to display in the profile and the way it will be represented. You can also right-click in the Resource Usage Profile area and choose Resource Usage Profile Options.
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Mark to display past period actual values (rather than actual to date values).
Choose the type of information to display in the profile.
Choose to show one total curve or individual curves representing cumulative value in the color selected for each resource filter.
Add a filter to select the resources to include in the profile. Select a pattern and color for each resource filter.
Use the arrow keys to arrange the order you want to display the resource filters in the stacked histogram.
In the profile, the legend displays the resource filter/group name as specified in the options.
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450 Part 5: Customizing Projects
Format resource graph settings Click the Graph tab. Mark the checkbox next to each time unit (major or minor) for which you want to display a vertical line in the background. Choose the type of horizontal line you want to display for each number along the side of the profile, then select the line color. If the option is available, mark the Show Legend checkbox to display a legend for the profile’s bars. To display the profile’s bars in 3D, mark the 3D Bars checkbox. To change the profile’s background color, click Background Color and select a new color. To divide the timescale into increments you specify, mark the Calculate Average checkbox. Specify the Unit of Measure for the timescale increments.
Options when Stacked Histogram is selected for the Resource Usage Profile.
Specify the value the module will use to divide the timescale interval totals. Or, display the division increment based on the increment specified in the User Preferences for the corresponding date interval.
For more information about setting user preferences, see “Setting User Preferences” on page 49.
Set user preferences for resource analysis Click Preferences in the Resource Usage Profile Options dialog box to specify whether to include data from open and closed projects, or only the projects currently open in the module, when calculating remaining units and costs. (Closed projects are any projects in the enterprise project structure (EPS) that are not currently open in the module.) For data displayed in the Resource Usage Profile, Resource Usage spreadsheet, tracking layouts, and timedistributed Primavera Web application charts, specify the following:
•choose to use remaining or forecast start and finish dates to display resource units and cost values
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•select the interval at which live resource and cost calculations are performed
•choose to display role limits based on custom role limits defined in the Roles dictionary or based on the limit defined for each role’s primary resource
Format activity data settings Display the Activity Usage Profile in the bottom pane of the Activities window. Click the Layout Options bar, Show on Bottom, Activity Usage Profile. Click the Display Options bar for the Activity Usage Profile, choose Activity Usage Profile Options.
Click the Data tab. Mark the checkbox next to each type of filter you want to use to select the data included in the profile. Then, select the pattern that will be used to display each data type. Mark the Total checkbox to display the total cost. Select more than one filter to see a combination of values in the Activity Usage Profile.
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Choose the type of 
information to display in the
profile.
Mark to display past period 
actual values (rather than actual to date values).
Mark the checkbox for each type of cost/unit value to display. Determine whether you want to show these data by date (as a bar) or as a curve representing the cumulative value. Select the color for each bar/curve.
Mark the checkbox for each type of cumulative curve to display. Select the color for each curve.
The Activity Usage Profile displays past period actual data for the Actual bar and curve and the Planned Value, Earned Value, and Estimate at Completion curves if you choose the option to Display Actual and Earned Value using Financial Period data.
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Format activity graph settings Click the Graph tab. Mark the checkbox next to each time unit (major or minor) for which you want to display a vertical line in the background. Mark the checkbox next to the type of horizontal line you want to display for each number along the side of the profile. Then select the line color. To display a legend for the profile’s bars, mark the Show Legend checkbox. To display the profile’s bars in 3D, mark the 3D Bars checkbox. To change the profile’s background color, click Background Color and select a new color. To display the timescale in increments you specify, mark the Calculate Average checkbox. Specify the Unit of Measure for the timescale increments
Specify the value the module 
will use to divide the
timescale interval totals. Or, display the division increment based on the increment specified in the User Preferences for the corresponding date interval.
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