- •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
Tracking Projects 365
Tracking Projects
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The Tracking feature enables you to access, |
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In this chapter |
display, and manipulate summarized or live |
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Creating Tracking Layouts |
project data in a variety of formats to perform |
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schedule, cost, and resource analyses. |
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Working with Tracking Layouts |
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Customizing Tracking Layouts |
This chapter describes how to create and |
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Grouping, Sorting, and Filtering |
maintain tracking layouts. You will also learn |
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Data in Tracking Layouts |
how to customize the format and level of |
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information that each tracking layout displays. |
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366 Part 4: Updating and Managing the Schedule
Creating Tracking Layouts
The Tracking window is divided into two or more panes, depending on the type of layout displayed. The upper left pane, or Project Explorer window, shows the enterprise project structure (EPS) and contains information about the available projects. The upper right pane, or Top Layout window, always displays the current layout and layout options. Depending on the type of layout you open, the left and right panes may be split horizontally to display additional panes on the lower half of the window. These include the Resource Explorer window on the lower left and the Bottom Layout window on the lower right.
Top Layout window
Project Explorer window
Hide this column by choosing View, Hide Left Columns, or by dragging the split bar.
For more information about user preferences, see “Setting User Preferences” on
page 49. For more information about summarizing data, see “Summarizing Projects” on page 325.
Tracking layouts display summarized data when you select closed projects in the Project Explorer window and when you choose to open only global data when you first start the module. (Summarized data are available when projects have been summarized in the module.) If you select open projects in the Project Explorer window, tracking layouts display live data. You can change this setting to display summarized data by choosing one of the closed projects options in the Resource Analysis tab of the User Preferences dialog box (Edit, User Preferences).
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Tracking Projects 367
View project details Right-click a project in the Project Explorer window and choose Project Details to review additional information about the project. For example, the Summary tab displays the date the summarizer was last run for the selected project. This will give you an idea of how current your summary data is. The summary tab also displays information about the WBS level to which the project was summarized. For example, a project may use four WBS levels, but may have been summarized to WBS level 2. As a result, Tracking window data shows rolled up values to the second WBS level for that project, when viewed in Summary mode. You can also review general information, such as the project’s status and responsible manager, project codes, and project dates.
Tracking layout types You can create four types of tracking layouts:
■Project Tables display project data in a table format. (Top Layout window only)
■Project Bar Charts display project data in a horizontal Bar Chart format. (Top Layout window only)
■Project Gantt/Profiles display project information in columns and Gantt Chart format (in the Top Layout window) and time-distributed project data in either spreadsheet or profile format (in the Bottom Layout window).
■Resource Analysis layouts display resource/project usage information in columns and Gantt Chart format (in the Top Layout window) and time-distributed total resource allocation data in either spreadsheet or profile format (in the Bottom Layout window).
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For step-by-step instructions on creating each type of tracking layout, see Tracking Projects in the Help.
All tracking layouts enable you to survey projects—first at a comprehensive level, then at more detailed levels according to EPS, project, work breakdown structure (WBS), organizational breakdown structure (OBS), phase, or specific WBS data elements. You can also use features such as filtering and grouping to customize the format and level of information you want to include in a tracking layout.
Tracking layouts can be accessible to all users (global) or to a specific user only. You can assign tracking layouts to thresholds and issues to help monitor a project’s problem areas.
Create a tracking layout Choose Enterprise, Tracking. In the Project Explorer window, choose the project or EPS node for which you want to create a layout. Click the Display Options bar in the Top Layout window (on the right side), then choose Layout, New. In the New Layout dialog box, type the new layout’s name. In the Available To field, choose to make the layout available to you (Current User) or to everyone (All Users).
Choose the type of layout you want to create...
...then customize it.
Primavera - Project Management