Defining Administrative Preferences and Categories 35
Time Periods Use the Time Periods tab to define the default number of hours in a workday, workweek, workmonth, and workyear. These values are used as conversion factors when displaying the time units and duration display formats you select. You can also specify abbreviations for displaying minutes, hours, days, weeks, months, and years.
Valid entries range from 1.0 to 168.0. |
|
|
|
Valid entries range from 1.0 to 744.0. |
|
|
|
||
|
|
|
|
|
Valid entries range from |
|
Valid entries |
|
||
1.0 to 24.0. |
|
range from 1.0 to |
|
8784.0. |
|
Type a one-character abbreviation to use when displaying the time units and duration display formats you select.
Allowing Users to Define the Default Hours per Time Period
Primavera calculates and stores time unit values in hourly increments. However, through User Preferences, each user can choose to display time unit values as hours, days, weeks, months, or years. When a user displays data in time unit fields in increments other than hours, the Project Management module converts the data based on the Admin Preference Hours per Time Period settings. Conversely, if a user enters time units in increments other than hours, the Admin Preference Hours per Time Period settings are used to convert these input values to hours for database calculation and storage.
Primavera - Project Management
36 Part 1: Overview and Configuration
As an administrator, you can specify the conversion factors or you can allow users to specify the conversion factors. If you want to specify the conversion factors, enter the number of hours to use as a conversion factor in each Hours per Time Period field. If you want users to specify the conversion factors, mark the 'Allow users to specify the number of work hours for each time period' checkbox.
Enabling users to enter their own Hours per Time Period settings in User Preferences prevents time unit data from being displayed incorrectly when they view summary or detailed schedule data for their activities in spreadsheets, reports, etc. (which can occur when the Admin time period settings and the activity calendar time period settings do not match). If you do not allow users to specify the User Preference Hours per Time Period and the user preference for display is set to an increment other than hours, when a user enters hours for an activity that uses different hours/time period calendar values than the Admin Preference Hours per Time Period settings, the display output may not be as expected. This occurs because the display reflects the conversion factor of the Admin Preference Hours per Time Period settings, not the hours/time period defined by the activity’s calendar. For example,
User Preferences, Time Units = day
Admin Preferences, Hours per Time Period = 8h/d
Activity calendar = 10h/d
User-entered activity duration = 30h
Duration display = 3d6h (30h duration/8h per day, based on the conversion factor)
To avoid an unexpected display result, mark the 'Allow users to specify the number of work hours for each time period' checkbox. Then, advise users to set the Hours per Time Period values in User Preferences according to the activity calendar used by their role in the organization. For example, if engineers use an 8-hour activity calendar, engineers should enter 8 for the Hours/Day user preference. Likewise, if construction workers use a 10hour activity calendar, construction workers should enter 10 as the Hours/ Day user preference. Advising users to set the user preference according to their role will provide users with an accurate representation of their activity durations.
Primavera - Project Management
Defining Administrative Preferences and Categories 37
Earned value Use the Earned Value tab to specify default settings for calculating earned value. You can change the settings for specific WBS elements in the Earned Value tab in Work Breakdown Structure Details.
For details about the fields on the Earned Value tab, see “Reviewing Work Breakdown Structures” on page 133.
Choose which type of baseline value is used to calculate earned value.
Reports Use the Reports tab to define up to three sets of headers, footers, and custom labels for reports.
Choose to define a set that consists of a header, footer, and custom text label...
...then specify the custom text for that set’s header, footer, and custom label.
Primavera - Project Management
38 Part 1: Overview and Configuration
The time interval to which 
activity costs and quantities
should be summarized in spreadsheets
To enable users to launch collaboration documents, type the URL to the Primavera Web application server.
If connecting to Contract Manager version 9.x or higher, type the URL and port number to the Contract Manager Web server.
Options Use the Options tab to specify the time interval to which cost and quantity summaries should be calculated for Resource and Activity Usage Spreadsheet displays. Also, select whether users can access methodologies to add activities or create new projects using Project Architect. To enable users to launch collaboration documents, type the URL to the Primavera Web application server. The Workflow Administrator is the web user responsible for administrative tasks related to Primavera Web application workflow templates, which are used for project and process requests. Click the browse button to select. You can additionally use this tab to set up a link to the Contract Manager module (formerly known as Expedition) and choose the Contract Manager product version you want to connect to.
Once a link to the Contract Manager module is set up, users can create a link to a Contract Manager project to import and view project-level data. Refer to “Linking the Project Management and Contract Manager Modules” on page 509 for more information.
The time interval to which resource/role assignment cost and quantity amounts should be summarized in spreadsheets
Primavera - Project Management
Defining Administrative Preferences and Categories 39
Rate Types Use the Rate Types tab to provide a title for each of the five available Price/Unit fields. The title should describe what the rate type represents. The rate type titles you define appear wherever the rate types are displayed in a list or column.
You can define new titles for these rate types, for example, Commercial Rate or Government Rate.
Primavera - Project Management