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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,

 

 

 

The default cost account

 

 

 

the module applies the default

 

 

 

for resource assignments

calendar only to new activities.

 

 

 

to activities and project

 

 

 

 

expenses in the project

 

 

 

 

 

 

 

 

 

 

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.

Primavera - Project Management

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.

Primavera - Project Management

 

 

Setting Up the Enterprise Project Structure 95

Mark to maintain only

 

 

 

The month the project’s

 

 

 

 

 

summarized data for

 

fiscal year begins. You can

 

the project.

 

select a new month.

 

Maximum WBS level the

 

 

 

 

 

 

project data can be stored

 

 

 

 

 

 

to in the database for

 

 

 

 

 

 

 

 

 

 

 

 

summarization. This

 

 

 

 

 

 

summarize level impacts

 

 

 

 

 

 

the data shown in the

 

 

 

 

 

 

Primavera Web

 

 

 

 

 

 

application when viewing

 

 

 

 

 

 

 

 

 

 

 

 

summary, rather than

 

 

 

 

 

 

 

 

 

 

 

 

“live,” data.

 

 

 

 

 

 

 

 

Choose to identify all activities

 

The maximum float time for

 

 

 

 

 

 

 

 

 

 

that have an early finish equal

 

activities in the project

 

 

to the latest calculated early

 

before they are marked

 

 

finish for the project with driving

 

critical. You can type a new

 

 

relationships traced to the

 

number and timeperiod.

 

 

project start date.

 

 

 

 

 

 

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.

Primavera - Project Management

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