- •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 321
Recalculating Resource and Role Assignment Costs
When changes are made to resource or role cost information, you are prompted to recalculate costs, so that the correct values display for activity costs in all open projects. The Recalculate Assignment Costs command ensures that project costs reflect any updated price per time values on activities.
For example, you should recalculate costs if you change a resource’s price/ time and the resource is assigned to activities, or if a resource/role has multiple prices and the activity dates change, because the activity cost calculation is based upon the activity start date.
In some cases, you will be prompted to recalculate costs. You can also run this command from the Tools menu, if you have access rights to View Resource and Role Costs.
Recalculate Assignment Costs is disabled if you do not have the View Resource and Role Costs global privilege.
Recalculate assignment costs To update assignment costs for activities in an open project, choose Tools, Recalculate Assignment Costs. Click Recalculate.
Choosing this command recalculates activity costs in all open projects.
Mark this to synchronize overtime factors.
The recalculate utility ignores any assignment with a Rate Type set to Custom. The customized, manually entered price is not overwritten when you synchronize prices.
Primavera - Project Management
322 Part 4: Updating and Managing the Schedule
For more information on using multiple resource rates and rate types, see the Help.
In the Resources window, Details tab, you must mark the setting to Calculate Costs from Units to recalculate assignment costs. In the Resources window, choose View, Details, then click the Details tab.
Calculate cost when using multiple resource rates The total cost for a resource assignment considers any changes in the price/unit over the course of the activity. Enter a price/unit for each rate type (defined in Admin Preferences, Rate Types tab) in the Units & Prices tab in the Resources window. Select the rate type you want this assignment to use in the Resources tab in Activity Details. The cost of the resource assignment is based on the rate type assigned to the resource assignment.
For example, a three-day activity has a resource that works 8 hours a day. The price/unit for the resource for the first two days is $10/hour, and the price/unit for the third day is $30/hour. The cost of the first 16 hours of the resource assignment is $160 (16 hours x $10.00/hour). The cost for the last 8 hours of the resource assignment is $240 (8 hours x $30.00/hour). The total cost for the resource is $400.00 ($160.00 + $240.00).
If you have resources with shifts that use timesheets, costs are calculated using the price of the first shift for the resource.
Primavera - Project Management
Updating, Scheduling, and Leveling 323
Managing Resource Assignments
Use the Resource Assignments window to add and view all resource assignments, grouped by resource, for all currently open projects. In the Resource Usage spreadsheet, you can display resource cost and quantity information and manually update future period assignment data.
Display the Resource Usage Spreadsheet Choose View, Resource
Usage Spreadsheet, or click the Display Options bar, then choose
Resource Usage Spreadsheet.
When grouped by Resource, click to assign an activity to the resource.
Use the details tabs to view or assign resource assignment properties such as cost account, price/unit, rate type, and planning information.
You can manually plan future period resource allocation for an assignment before or after progress has started on the assignment. For detailed instructions on manually planning/updating future period assignment buckets, refer to “Manually Planning Future Period Assignments” on page 224, then refer to the Help for detailed guidelines to consider.
Group and sort resource assignments Choose Project, Resource Assignments, then choose View, Group and Sort By, or click the Display Options bar and choose Group and Sort By. Choose one of the predefined group and sort options, or choose Customize.
Manually update assignment data In the Resource Usage Spreadsheet (in both the Activities and Resource Assignments windows), you can manually update values for an assignment’s Budgeted Units and Remaining (Early) Units. For example, if work on an activity is not proceeding according to plan, and the future work planned to be performed on an activity cannot be accurately captured by applying a resource curve to the assignment, you can manually update the assignment’s Budgeted Units and/or Remaining (Early) Units to reflect the new plan.
Primavera - Project Management