Working with Activities 201
Working with Activities
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Activities are the fundamental work elements |
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In this chapter |
of a project. They are the lowest level of a |
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Activities Overview |
work breakdown structure (WBS) and, as such, |
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are the smallest subdivision of a project that |
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Adding Activities |
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directly concerns the module. If you divide |
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Defining General Activity Information |
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Defining Schedule Information |
activities into steps, an activity’s primary |
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Establishing Relationships |
resource is typically responsible for managing |
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Displaying Activity Details for Assign- |
and tracking the progress of the steps, while |
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the project manager is typically responsible for |
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Assigning Resources and Roles |
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managing and tracking the progress of the |
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Assigning Resource Curves to |
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Resource or Role Assignments |
overall activity. |
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Manually Planning Future Period |
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Assignments |
This chapter describes how to add activities |
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Assigning Activity Codes and Adding |
and their properties. |
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Expenses |
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Viewing Activity Feedback and |
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Posting Resource Notes |
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Assigning Work Products and |
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Documents |
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Adding Steps |
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Creating and Assigning Activity Step |
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Templates |
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Viewing Activity Summaries |
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Viewing Contract Manager |
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Documents |
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Using Global Change |
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Primavera - Project Management |
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202 Part 3: Implementing the Schedule
Activities Overview
Activities represent work that must take place in a determined amount of time. Use the Activity Table or Activity Network layouts to add activities and build your projects. Within these layouts, you can define the following activity information:
■Activity ID and name – to uniquely identify and describe the activity
■Predecessor and successor relationships – to define relationships with other activities in the same project or in different projects in the enterprise project structure (EPS)
■Activity start and finish dates
■Activity calendar
■Activity type, duration type, and percent complete type; whether an activity is a start or finish milestone; how to keep an activity’s unit values, duration values, and resource units/time values synchronized; and how to calculate an activity’s percent complete
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WBS element
Activity codes and values – to categorize activities
Constraints on the activity’s scheduled start and finish dates
Expenses
Work products and documents, standards, and deliverables
Resources
Roles – to identify skill requirements for staffing the activity
Notes and feedback – to communicate with the resource working on an activity
Notes about performing the activity
Steps – to divide the activity into smaller units
Activity Step Templates – to define sets of reusable steps common to many activities in a project or across projects
Primavera - Project Management
Working with Activities 203
Adding Activities
Use the Activities window to create, view, and modify activities for the open project. The Activities window can be divided into upper and lower layouts. For example, show an Activity Table, Gantt Chart, Activity Usage Spreadsheet, or Activity Network in the top layout, and/or show Activity Details, an Activity Table, Gantt Chart, Activity or Resource Usage Spreadsheet or Profile, or Trace Logic in the bottom layout. Customize the layouts to suit your requirements.
Choose Project, Activities, to display the Activities window.
To open a layout, click the Layout Options bar and choose Show on Top/ Show on Bottom, then select the layout type.
To add an activity to a project, use the Activity Table and Gantt Chart, or Activity Network. Depending on your user preferences, the New Activity wizard may start to help you add an activity.
Add activities in the Activity Table Select an activity within the group to which you want to add a new activity, then click Add. The new activity is placed according to the sorting options selected for the layout.
Primavera - Project Management
204 Part 3: Implementing the Schedule
Include the Gantt Chart to see a timescaled version of your schedule as you add activities.
Type information directly in the column cells for the new activity...
...or use Activity Details to complete activity information.
Add activities in Activity Network In Activity Network, select the group band or an activity box within the group band into which you want to add the new activity, then click Add.
The new activity was added to this second-level WBS group band.
If no groups have been set up in Activity Network, the activity will be added to the bottom of the layout.
Primavera - Project Management