Quick Tour 25
Sample Layouts
The sample database included with the module provides standard layouts that you can use with your own projects.
To open a sample layout, first open one of the projects from the sample database or your own database in the Activities window, then choose View, Layout, Open.
In this sample layout, you can view your project data based on the project’s work breakdown structure (WBS).
Primavera - Project Management
26 Part 1: Overview and Configuration
This layout enables you to compare your current dates to your baseline dates.
This Activity Network layout enables you to view your project graphically, by predecessor and successor relationships. Click the Activity Network boxes to move along the critical path of the project, or right-click to make changes to the data.
Primavera - Project Management
Quick Tour 27
Using Wizards
Wizards are a great way to speed up your work. They quickly guide you through repetitive steps, doing most of the work for you.
The module contains wizards for creating new projects, adding activities, creating resources, and building reports.
If you prefer to work without wizards, mark this checkbox on the first dialog box of each wizard or choose Edit, User Preferences, Assistance, and set your choices in the Wizards section.
These navigation buttons step you through the wizard. Click Prev to change your previous entries and Next to move forward.
You can specify whether you want wizards to help you add activities and resources. Other wizards are also available to create new projects, export and import project data, and define administrative preferences. Wizards are discussed in more detail in the appropriate chapters of this manual or in the Help.
Set wizard options Choose Edit, User Preferences. Click the Assistance tab.
Primavera - Project Management
28 Part 1: Overview and Configuration
Mark to use the New
Resource Wizard.
Mark to use the New
Activity Wizard.
Navigate wizards To move between different wizard windows, click Prev or Next. To save your changes and close the wizard at any time, click Finish. To close the wizard without saving your changes, click Cancel.
Primavera - Project Management