
- •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

Setting Up the Enterprise Project Structure 93
The default duration, percent complete, and activity types for activities in the project. Changing these settings does not affect existing activities.
Mark to automatically number new activities one increment greater than the selected activity, when adding manually.
Default values The Defaults tab enables you to specify the default settings for the selected project. This information includes the default cost account for resource assignments to activities, the defaults for automatic activity numbering, and the default activity calendar, duration type, and percent complete type.
If you change the default calendar, |
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The default cost account |
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the module applies the default |
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for resource assignments |
calendar only to new activities. |
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to activities and project |
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expenses in the project |
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New activity IDs are numbered according to this increment.
Auto-Numbering Activity IDs
When a new activity is created, the activity ID is automatically generated using auto-numbering. Activity ID auto-numbering concatenates the prefix and the suffix, with the suffix incremented to make the ID unique. For example, “A” (prefix), “1000” (suffix), “10” (increment) yields activity IDs of “A1010,” “A1020,” “A1030,” and so on. If you change the activity ID prefix, suffix, or increment, the change applies to new activities only.
Resources The Resources tab enables you to specify project level resource permissions for the Timesheets application. Permissions include allowing resources to assign themselves to activities and to report their activities and assignments as completed. You can also specify whether resources enter remaining units or activity completion percentages for their assigned activities and whether to allow the dates of new resource assignments to be independent of the activity or to allow new assignments to force a recalculation of activity dates and duration.
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94 Part 2: Structuring Projects
This setting is used to calculate the cost for activities that have labor/nonlabor units with no assigned resources/ roles or resources/roles that do not have prices.
Mark to allow new resource/role assignments to determine the dates and durations of the activity.
Marking the Drive Activity Dates by Default checkbox simply flags the corresponding resource in the RBS—if you customize columns in the Resources window to include the “Drive Activity Dates” editable column, a checkmark will appear in that column for the corresponding resources.
Settings The Settings tab enables you to view and specify summarization information and project-level settings for the selected project.
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Setting Up the Enterprise Project Structure 95 |
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Mark to maintain only |
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The month the project’s |
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summarized data for |
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fiscal year begins. You can |
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the project. |
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select a new month. |
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Maximum WBS level the |
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project data can be stored |
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to in the database for |
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summarization. This |
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summarize level impacts |
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the data shown in the |
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Primavera Web |
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application when viewing |
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summary, rather than |
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“live,” data. |
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Choose to identify all activities |
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The maximum float time for |
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that have an early finish equal |
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activities in the project |
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to the latest calculated early |
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before they are marked |
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finish for the project with driving |
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critical. You can type a new |
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relationships traced to the |
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number and timeperiod. |
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project start date. |
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Marking the Contains Summarized Data Only checkbox enables an organization to maintain summary-level data for projects managed externally from the Project Management module.
Calculations The Calculations tab enables you to set activity and resource/role assignment preferences for the selected project.
In the Resource Assignments area, for the setting When Updating Actual Units or Cost, to calculate a new At Complete as the sum of the actual and remaining units or costs (At Complete = Actual units/costs + Remaining units/costs), choose Add Actual to Remaining. Actual units and costs are normally calculated using this option. To calculate the remaining units or costs as the difference between the At Complete and actual units or costs (Remaining units/costs = At Complete units/costs – Actual units/costs), choose Subtract Actual from At Completion.
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96 Part 2: Structuring Projects
This setting is used to calculate the cost for activities that have labor/nonlabor/material units with no assigned resources/roles or resources/roles that do not have prices.
Mark to base percent complete on activity steps when using the physical percent complete type.
Mark to update the Budgeted unit/cost values, and finish dates, when the Remaining or At Completion values are changed on activities that have not started. Then, choose how to calculate the duration and units when progress is removed from an activity.
Choose to determine the true At Complete units/costs.
Choose to track the amount remaining before you exceed the budget.
Mark to recalculate actual or actual this period units and costs when one of these values is updated. This option must be selected to store period performance.
Refer to the Help for further information about the calculation settings.
Mark the Recalculate Actual Units and Cost when Duration% Complete Changes checkbox to automatically update the actual units and costs when the Duration% complete is updated. If this checkbox is cleared, the module does not estimate actuals, and the actual fields remain blank unless you specify values.
If you use timesheets or Apply Actuals to update or apply actuals, this setting will not apply and the module will not recalculate actuals.
You must have the project privilege Edit Project Details except Financials to edit this setting. You can check the project privileges in Admin, Security Profiles.
To recalculate units when costs are updated for resource assignments, mark the Update Units when Costs Change on Resource Assignments checkbox.
Mark the Link Actual and Actual This Period Units and Cost checkbox if you intend to store past period actuals in the Store Period Performance dialog box. If this option is not selected, you cannot store period performance or edit past period actuals.
Primavera - Project Management