Setting Up the Enterprise Project Structure 89
Defining Enterprise Project Structure Details
Define project details and defaults used throughout a project using the Project Details tabs in the bottom portion of the Projects window. You can also define information specific to the EPS nodes in your hierarchy. To display Project Details, click the Display Options bar, then choose Show on Bottom, Project Details (the box next to Project Details should be marked).
Make sure Project Details are displayed so you can define properties.
To include/exclude tabs, right-click in the Details area, and choose Customize Project Details.
Open each tab to view and edit that type of information for the selected node or project.
Primavera - Project Management
90 Part 2: Structuring Projects
For details about the Budget Log, Spending Plan, Budget Summary, and Funding tabs, see “Defining Budgets” on page 151.
General information The General tab enables you to view and edit general information about the selected node or project. This information includes the ID, name, responsible manager, leveling priority, and risk level. You can also view or edit the project’s Web site address, if applicable.
Use status to identify active (Active) or (Inactive) projects. You can also select status for analysis before establishing permanent project schedule, or Planned for use during the project planning
The node’s/project’s assigned organizational breakdown structure (OBS) element. The Responsible Manager is a mandatory assignment for each level of the EPS.
The name of the user and the |
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The overall risk in performing the node/ |
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Use this value to |
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date and time the user checked |
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project. Use the risk level to organize, |
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consider applicable |
out the project. This field is blank |
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filter, and report project information. |
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external projects |
when the Check Out Status is |
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(those not included in |
Checked In. |
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the current window) |
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when deducting from |
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resource availability |
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immediately during |
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leveling. |
Leveling Priority
You can include assignments from closed projects during leveling. Mark the Consider Assignments in Other Projects with Priority Equal/Higher Than checkbox in the Level Resources dialog box and indicate a Project Leveling Priority for those projects on the General tab in the Projects window. You can enter a value from 1 to 100, with 1 being the highest priority. To use the priority level as a tie breaker during leveling, include Project Leveling Priority under Leveling Priorities in the Level Resources dialog box.
Primavera - Project Management
Setting Up the Enterprise Project Structure 91
Dates The Dates tab enables you to edit schedule information for the selected project. This information includes the current data date, planned start date, and the scheduled finish date. If you have an EPS node selected, you can also enter the dates you anticipate the node will start and finish.
The latest early finish date calculated when the project was last scheduled
The start date of the project
The date used as the starting point to calculate the schedule
A date constraint placed on the project end date
The user-defined date the project is expected to start or finish
The actual finish date of the project, if the project has finished—all activities in the project have actual finish dates.
Anticipated Dates
Anticipated start and finish dates are used during the project planning stage, and can be set at the EPS, project, or WBS level. If the selected project has no activities, or the activities have not started, the Start date or Finish date (in columns) is set equal to the Anticipated Start or Anticipated Finish. Click the Browse button to select a new date.
Primavera - Project Management
92 Part 2: Structuring Projects
Notebook The Notebook tab enables you to assign notebook topics and details to the selected node or project. These topics are defined in the Notebook Topics tab of the Admin Categories dialog box.
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select a topic in the |
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Assign Notebook Topic |
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dialog box, then click |
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Assign. |
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Click in this area to type a |
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description of the selected topic. |
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For free-form, user-defined details, you can use HTML editing |
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features, which include formatting text, inserting pictures, |
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copying and pasting information from other document files |
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(while retaining formatting), and adding hyperlinks. |
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Project codes The Codes tab enables you to assign project code values to the selected project. You must first add project codes and values (choose Enterprise, Project Codes).
To sort the display, click the applicable column label.
Primavera - Project Management