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Developing Projects

 

In This Section

 

Adding Activities to a Project .................................................................................

101

Linking Activities with Relationships ......................................................................

118

Assigning Resources and Roles to Activities .........................................................

123

Assigning Resource Curves ..................................................................................

127

Budgeting ..............................................................................................................

128

Manually Planning Future Period Assignments .....................................................

132

Adding Expenses and Entering Cost Information for Activities...............................

138

Performing Top-down Estimation (P6 Professional Only) ......................................

142

Adding Activity Steps.............................................................................................

145

Assigning Notebooks to Activities ..........................................................................

149

Global Change ......................................................................................................

150

Adding Activities to a Project

 

Activities

 

Activities are the fundamental work elements of a project. They are the lowest level of a work breakdown structure (WBS) and, as such, are the smallest subdivision of a project that directly concerns the project manager. Although you can divide activities into steps, an activity's primary resource is typically responsible for managing and tracking the progress of an activity's steps, while the project manager is typically responsible for managing and tracking the progress of the overall activity.

You can define the following information for an activity:

Activity ID and name, which enables you to uniquely identify and describe the activity

Activity start and finish dates

Activity calendar

Activity type, duration type, and percent complete type, which are used to specify which calendar applies to an activity; whether an activity is a milestone; how to keep an activity's unit values, duration values, and resource units/time values synchronized; and how to calculate an activity's percent complete

Activity codes and values, which enable you to classify and categorize activities

Constraints on the activity's scheduled start and finish dates

Expenses

Predecessor and successor relationships, which are used to define relationships with other activities

Work products and documents and deliverables

Resources

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P6 Professional User Guide

Notes, which are used to communicate with the resources working on an activity

When connected to a P6 Professional database: Feedback, which is used to communicate with the resources working on an activity

Roles, which enable you to identify skill requirements for staffing the activity

Steps, which divide the activity into smaller units

Work breakdown structure element

Activity types

Activity types control how an activity’s duration and dates are calculated. Choose from six activity types:

Task dependent activity

Resource dependent activity

Level of effort activity

Start milestone activity

Finish milestone activity

WBS summary activity

Each activity must be assigned an activity type.

Activity dates

The following table defines the types of activity dates available in the module and how they are used to plan and schedule your project.

Date Field

Definition

 

 

Start

For started activities, the Actual Start date.

 

For not started activities, set to the Project

 

Planned Start date until the project is

 

scheduled. When scheduled, set to the

 

Remaining Early Start date.

 

 

Finish

For completed activities, the Actual Finish

 

date. For not started and in progress

 

activities, set to the Planned Finish date if

 

the project has not been scheduled. When

 

scheduled, set to the Remaining Early

 

Finish date.

Actual Start

The date on which the activity is actually

 

started.

 

 

Actual Finish

The date on which the activity is actually

 

finished.

 

 

102

 

 

Developing Projects

 

 

 

 

 

Date Field

Definition

 

 

 

 

 

 

Early Start

The earliest possible date the remaining

 

 

 

work for the activity can begin. This date is

 

 

 

calculated by the project scheduler based

 

 

 

on activity relationships, schedule

 

 

 

constraints, and resource availability. The

 

 

 

Early Start equals the Remaining Start

 

 

 

unless you preserve the scheduled early

 

 

 

dates during leveling. If you schedule a

 

 

 

project using Retained Logic this date will

 

 

 

always be visible, even if an activity is

 

 

 

completed.

 

 

 

 

 

 

Early Finish

The earliest possible date the activity can

 

 

 

finish. This date is calculated by the project

 

 

 

scheduler based on activity relationships,

 

 

 

schedule constraints, and resource

 

 

 

availability. The Early Finish equals the

 

 

 

Remaining Finish unless you preserve the

 

 

 

scheduled early dates during leveling. If

 

 

 

you schedule a project using Retained

 

 

 

Logic this date will always be visible, even if

 

 

 

an activity is completed.

 

 

 

 

 

 

Late Start

The latest possible date the remaining work

 

 

 

for the activity must begin without delaying

 

 

 

the project finish date. This date is

 

 

 

calculated by the project scheduler based

 

 

 

on activity relationships, schedule

 

 

 

constraints, and resource availability. The

 

 

 

Late Start equals the Remaining Late Start

 

 

 

unless you preserve the scheduled late

 

 

 

dates during leveling. If you schedule a

 

 

 

project using Retained Logic this date will

 

 

 

always be visible, even if an activity is

 

 

 

completed.

 

 

 

 

 

 

Late Finish

The latest possible date the activity must

 

 

 

finish without delaying the project finish

 

 

 

date. This date is calculated by the project

 

 

 

scheduler based on activity relationships,

 

 

 

schedule constraints, and resource

 

 

 

availability. The Late Finish equals the

 

 

 

Remaining Late Finish unless you preserve

 

 

 

the scheduled late dates during leveling. If

 

 

 

you schedule a project using Retained

 

 

 

Logic this date will always be visible, even if

 

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P6 Professional User Guide

Date Field

Definition

 

 

 

an activity is completed.

 

 

Project Planned Start

For an activity that has not started, the date

 

the activity is scheduled to begin. This date

 

is set equal to the early start date by the

 

project scheduler but can be updated

 

manually by the project manager. This date

 

is not changed by the project scheduler

 

once you apply an Actual Start date.

 

 

Planned Finish

For an activity that has not started, the date

 

the activity is scheduled to finish. This date

 

is set equal to the early finish date by the

 

project scheduler but can be updated

 

manually by the user. This date is not

 

changed by the project scheduler once you

 

apply an Actual Finish date.

 

 

Anticipated Start

The expected start date of the project, EPS

 

node, or WBS level, used during the

 

planning phase. This date is manually

 

entered and is not affected by scheduling.

 

An anticipated start date cannot be entered

 

at the activity level.

 

 

Anticipated Finish

The expected finish date of the project,

 

EPS node, or WBS level, used during the

 

planning phase. This date is manually

 

entered and is not affected by scheduling.

 

An anticipated finish date cannot be

 

entered at the activity level.

 

 

Remaining Start

The earliest possible date the remaining

 

work for the activity is scheduled to begin.

 

This date is calculated by the project

 

scheduler but can be updated manually by

 

the user. Before the activity is started, the

 

Remaining Start is the same as the Project

 

Planned Start. Once the activity has

 

started, the Remaining Start is equal to the

 

Data Date. When the activity is complete,

 

the Remaining Start is blank.

 

 

Remaining Finish

The earliest possible date the remaining

 

work for the activity is scheduled to finish.

 

This date is calculated by the project

 

scheduler but can be updated manually by

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Developing Projects

Date Field

Definition

 

 

 

the user. Before the activity is started, the

 

Remaining Finish is the same as the

 

Planned Finish. When the activity is

 

complete, the Remaining Finish is blank.

 

 

Remaining Late Start

The latest possible date the remaining work

 

for the activity must begin without delaying

 

the project finish date. This date is

 

calculated by the project scheduler based

 

on activity relationships, schedule

 

constraints, and resource availability. When

 

the activity is complete, the Remaining Late

 

Start is blank.

 

 

Remaining Late Finish

The latest possible date the activity must

 

finish without delaying the project finish

 

date. This date is calculated by the project

 

scheduler based on activity relationships,

 

schedule constraints, and resource

 

availability. When the activity is complete,

 

the Remaining Late Finish is blank.

 

 

Expected Finish

The date the activity is expected to finish,

 

according to the primary resource.

 

Typically, the primary resource enters this

 

date. When scheduling your projects, you

 

can choose to use the Expected Finish

 

dates or not.

 

 

Constraint Date

The constraint date for the activity is the

 

date for which the activity's constraint

 

applies. You can enter a primary and

 

secondary constraint. Depending on the

 

constraint type, this date could be a start

 

date or a finish date. For example, if the

 

constraint is a Finish On constraint, the

 

constraint date is the date on which the

 

activity must finish.

 

If the activity does not have a constraint,

 

this field will be empty.

 

 

Suspend Date

The date on which an activity’s progress

 

was, or is planned to be, suspended. The

 

activity must have an actual start date

 

before you can enter a suspend date. The

 

amount of time an activity’s progress is

105