Quick Tour 13
Quick Tour
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This quick tour introduces you to the Project |
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In this chapter |
Management module and its workspace. It |
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Getting Started |
discusses the layout approach to viewing data |
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and includes samples to help you start creating |
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Selecting a Language |
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your own layouts. You will also learn the basic |
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The Workspace |
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steps for starting the module, opening a |
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What Is a Layout? |
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project, and using wizards to speed up your |
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Customizing Displays |
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work. |
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Sample Layouts |
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Using Wizards |
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Primavera - Project Management
14 Part 1: Overview and Configuration
Getting Started
The installation process guides you through setting up the module on your computer. Refer to the Administrator’s Guide for detailed instructions.
Start the Project Management module Click Start, then choose
Programs, Primavera, Project Management.
Log in Before using the module, you must enter a valid login name and password. If you do not know your login name and/or password, see your system administrator.
1 Type your login name.
2 Type your password.
3 Accept the database shown, or select another database.
4 Click to open the Welcome dialog box.
Passwords are case-sensitive. Your login name and password can be up to 20 characters in length.
Use the Welcome dialog box to create a new project, open an existing project or the last open project, or open global data only.
Click to select a different portfolio
Starts the Create a New Project wizard for adding a new project
Displays the Open Project dialog box for selecting an existing project or EPS node to open
Opens the last project you used
Opens the module without opening or creating a project. Only global data and administrative functions are available.
Primavera - Project Management
Quick Tour 15
Mark the Do Not Show This Window Again checkbox if you do not want the Welcome dialog box to appear each time you open the module. The last project used at startup automatically opens. To turn this option back on, choose Edit, User Preferences, then click the Application tab and mark the Show the Welcome Dialog at Startup checkbox.
Select a portfolio Select a project portfolio to view a group of projects that have a common characteristic. A portfolio can contain any number of projects. Choose File, Select Project Portfolio to select a portfolio.
Click to change your portfolio display. You can change the table font, color, and row height, or expand/collapse all bands.
Modify a portfolio Use the Project Portfolios dialog box to view and change general information about the selected portfolio. You can also add and delete portfolios. Choose Enterprise, Project Portfolios to set up project portfolios.
The top portion of the Project Portfolios dialog box contains information about all available portfolios, and the lower portion is divided into two tabs that display specific information about a selected portfolio.
Primavera - Project Management
16 Part 1: Overview and Configuration
Select who can access the selected portfolio. All Users means the portfolio is available to all users; Current User means only the current user can access the portfolio; and Another User means only the specified user can access the portfolio.
Click to add projects to the selected portfolio.
Click to remove projects from the selected portfolio.
Primavera - Project Management