- •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
Updating, Scheduling, and Leveling 311
Scheduling Projects
To display and/or use the default scheduling settings, click Default in the Schedule Options dialog box.
For more information on additional scheduling options, refer to the Help.
The module employs the Critical Path Method (CPM) scheduling technique to calculate project schedules. CPM uses activity durations and relationships between activities to calculate project dates. This process is performed in two phases or “passes” over the activities in a project.
The first pass or “forward pass” calculates the early start and early finish dates for each activity, based on the start or finish dates of predecessor activities as well as the duration of the activity itself.
The second pass or “backward pass” calculates the late start and late finish dates for each activity, based on the start or finish dates of successor activities as well as the duration of the activity itself. The free float and total float for each activity are recalculated.
You can schedule one project or all projects in a particular EPS node.
Schedule a project Open an individual project or the node that contains the projects you want to schedule. Choose Tools, Schedule. The Schedule dialog box lists the number of projects to be scheduled, along with the earliest data date of all open projects. You can change the data dates for individual projects when you apply actuals (choose Tools, Apply Actuals.)
A forecast start date is shown if you manually changed the start date of a project by dragging the project bar to a new timeframe in Primavera’s Web Portfolio Management application or in Tracking layouts. You can choose to use this new date instead of the project’s planned date and current data date when you schedule the project. Mark the Set Data Date and Planned Start to Project Forecast Start During Scheduling option. If multiple projects are open, each with a project forecast start date, the forecasted start date is used from each project during scheduling.
For organizations using Primavera ProjectLink, you cannot schedule Microsoft Project (MSP)-managed projects in the Project Management module. For more information on Primavera ProjectLink, refer to the Primavera ProjectLink Help in Microsoft Project (available only if Primavera ProjectLink is installed).You can access the help by clicking the Help button on any ProjectLink screen.
Primavera - Project Management
312 Part 4: Updating and Managing the Schedule
If more than one project is open, this changes to Earliest Data Date.
Mark to record your scheduling results in a log file, then click the Browse button to specify a filename and location.
Do not mark this option if you
want to preserve activity dates
dependent on external relationships to projects that are not in the same database as the project being updated.
Mark to level resources while scheduling the open projects. 
Mark to recalculate 
resource and role
assignment costs after you schedule the project(s).
Click the Advanced tab to specify additional options for determining critical activities based on multiple float paths.
Primavera - Project Management
Updating, Scheduling, and Leveling 313
Automatic scheduling and leveling You can also choose to calculate the schedule each time activity data change, rescheduling activities that have changed significantly and rescheduling any activities affected by the change to the first activity. Mark the Schedule Automatically When a Change Affects Dates checkbox in the General tab of the Schedule Options dialog box to recalculate the schedule each time a significant change is made to an activity, relationship, or resource. If you turn off automatic scheduling, changes to activities will not be reflected in the schedule until you calculate the schedule again. You can also choose to level resources during automatic scheduling. To enable leveling of resources, mark the Level Resources During Scheduling checkbox in the General tab of the Schedule Options dialog box.
After the forward pass, if a Must Finish by Date is specified in the Project Details Dates tab, the backward pass is calculated using the must finish by date rather than the schedule end date.
Schedule project data as a service Choose Tools, Job Services, then click Add. Select Schedule in the Service Type field. Specify a number in the Job # field to indicate the sequence in which the service should be performed, if more than one service is listed. Type a brief description of the service in the Job Name field. In the Status field, select Enabled to activate the scheduling service. You can suspend a service at any time by selecting Disabled in the Status field. In the Run Job area on the Job Details tab, schedule when the service should be run: every day at a specific time, or weekly, every two weeks, or monthly on a day and time you specify.
Primavera - Project Management
314 Part 4: Updating and Managing the Schedule
Click the Job Options tab to select the projects/EPS nodes the job service will schedule.
In this example, projects are scheduled each week on Friday.
Mark to log information about the service to a file you specify.
You must have the appropriate access rights to set up job services. The Job Service does not interact with the module client when running jobs. All jobs are run on the server(s) on which the Job Service is installed.
Primavera - Project Management