- •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
Customizing Reports 461
Using the Report Editor
The Report Editor is an elaborate tool that enables you to create highly customized, custom-tailored reports. The Report Editor allows you to create, edit, and organize report components, where a report component may be a data source, a row, or a cell. The Report Editor consists of the following main parts: Toolbar, Ruler, Left Margin, Report Canvas, and the right-click menu.
In the Reports window, select a report, then click Modify to open it with the Report Editor.
Toolbar
Ruler
Left Margin
Report Canvas
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462 Part 5: Customizing Projects
Using the Toolbar The Toolbar provides shortcuts to the main functions of the Report Editor.
Toolbar 
The New Report button deletes the displayed report’s settings and creates a new report.
The Add Data Source button adds a data source, or category of information, to the displayed report. This button is available only if the selected report area is a Detail Area.
The Add Row button adds a row to the selected area of the displayed report.
The Add Text Cell button adds a text cell to the selected row.
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Customizing Reports 463
The Add Image Cell button adds an image cell to the selected row.
The Add Line Cell button dds a line cell to the selected row.
Line cells contain horizontal lines only.
The Print Preview button displays a preview of the displayed report.
The Properties button allows you to define the selected report component's properties. You can also double-click a component.
The Report Wizard button allows you to modify the current report settings using the Report Wizard. Launching the Report Wizard within the Report Editor removes any report settings that were added using the Report Editor. Report settings configured by the Report Wizard will not be removed.
Using the Ruler The Ruler indicates the horizontal position of each report component. A blue, shaded area indicates the position and width of the selected cell. A red, vertical bar indicates your cursor’s position on the Report Canvas.
Using the Left Margin The Left Margin helps you identify each data source and row. To help you identify data sources, the Left Margin displays each data source’s name and grouping, if any, in the upper-left corner of the data source area. To help you identify rows, the Left Margin displays each row’s type in the upper-left corner of the row. The 
icon indicates rows that are part of a header area. The 
icon indicates rows that are part of a footer area.
Using the Report Canvas The Report Canvas enables you to view each component’s position in the overall report. The Report Canvas also provides visual cues that identify each component’s properties as follows:
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464Part 5: Customizing Projects
■Data sources are color-coded. If a data source is embedded, or nested, in a parent data source, then each data source displays in an original color.
■Text cells are coded according to the type of data they report. To determine a text cell’s type, you can refer to the icons that appear in the upper-right corner of the cell.
Double-click a component to open the Properties window. While the window is open, you can select any component in the Report Canvas and modify its properties.
- indicates a Custom Text cell, or a cell that contains text you specify.
- indicates a Field Data cell, or a cell that compiles and reports information from a field you specify.
- indicates a Field Title cell, or a cell that contains the name of a field you specify.
- indicates a Variable cell, or a cell that reports information related to the overall report, rather than a specific data source.
Text cells that appear in red indicate that the cell’s properties either have not been defined or conflict with the properties of the data source that contains the cell. To view a cell’s properties, double-click the cell.
Selecting a report component A blue border indicates the selected report component. To select a component, click the component. To increase the scope of the selected area, press Esc. For example, if a text cell is selected, pressing Esc selects the report row that contains it. Pressing Esc again selects the data source that contains the row.
Modifying properties In addition to viewing a report’s layout, you can also use the Report Canvas to edit a report directly. To view a component’s properties, or settings, double-click the component. You can also use the context sensitive help if you right-click on a component.
Deleting a component Some of the components you can delete by pressing the Delete button or choosing Delete from the right-click menu. However, if you cannot delete the selected component this way, press ESC first to increase the scope of the selected area, and press Delete again.
Primavera - Project Management