- •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
Publishing a Project on the World Wide Web 501
Publishing a Project on the World Wide Web
In this chapter
Project Web Site Overview
Publishing a Project Web Site
Customizing the Appearance of a
Project Web Site
Publishing Activity and Tracking
Layouts
To share project data, you can publish project plans in HTML format using the Project Web Site Publisher. This chapter describes how to publish project data to a Web site in HTML format, customize the appearance of the Web pages on the project Web site, and publish activity and tracking layouts as HTML pages.
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502 Part 5: Customizing Projects
Project Web Site Overview
To share project data between company offices local or worldwide, publish project plans to a project Web site that can be accessed by anyone via the World Wide Web or only employees on your office intranet. Using a Web browser, users can then view project documents that contain hypertext links, or jumps, to other pages in the structure, allowing them to move between projects and reports and from page to page within a report.
A project Web site enables users to browse a project plan at a high level and then quickly view more detailed information about specific project data. The Project Web Site layout is divided into three panes.
The upper pane contains a navigation toolbar for quick access to the various sections of the Web site.
Select the data to view in the left, or Navigation, pane...
...and the details for the selected element are displayed in the right pane.
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Publishing a Project on the World Wide Web 503
Netscape Navigator/ Communicator 4.5 and earlier Web browsers may not expand PNG files properly. Other areas of the project Web site can be viewed without difficulty using these Web browsers.
Navigate a project Web site using the project’s work breakdown structure (WBS), resource hierarchy, roles, work products and documents outline, activity codes, issues, and risks. For example, select a resource in the left pane and view the resource’s information and activity assignments in the right pane. Similarly, select a work product or document and view the document’s details and WBS and activity assignments. The level of detailed information that can be viewed depends on the information you choose to publish.
Also view reports, activity layouts, and tracking layouts in the project Web site. The list of reports or layouts appears in the left pane, and the selected report or layout is displayed in the right pane.
System requirements Refer to the Administrator’s Guide for system requirements for your Web server.
Project Web sites use PNG files to publish some graphic images, such as layouts. Ensure that your Web server’s MIME type configuration is set to identify the PNG file type as image/ png. In the Windows NT Explorer window, choose View, Options, and click the File Types tab. Scroll down to view the settings for PNG files. If the content type (MIME) is not set to image/png, select PNG Image from the list of types, then click Edit and change the setting.
Primavera - Project Management
504 Part 5: Customizing Projects
Publishing a Project Web Site
When publishing a project Web site, you control the level of detail published, as well as the project reports and layouts included.
Publish a project Web site Open the project you want to publish.
Choose Tools, Publish, Project Web Site.
Click the General tab to specify general information about the Web site.
The Web site name and description appear on the Web site opening (or splash) screen.
Type the location of the Web site files. Choose a folder that contains no existing files.
Mark to preview the Web site in your Web browser after creating the files.
Click the Topics tab to determine the detailed data to publish to the Web site. If all checkboxes are cleared, only WBS data are published. Mark the checkbox next to each type of information to include.
Move the mouse over a checkbox to view a description of it here.
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Publishing a Project on the World Wide Web 505
Click the Graphics tab to select existing activity and tracking layouts to publish to the project’s Web site. Define activity layouts in the Activities window and tracking layouts in the Tracking window.
Mark to include the selected activity and tracking layouts on the project’s Web site.
Click the Reports tab to select existing reports to publish to the project’s
Web site. Reports are defined in the Reports window.
Mark to include the reports on the project’s Web site.
Click Publish to create the project Web site.
Primavera - Project Management