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Primavera Tutorial 2019-1

The document provides an outline and instructions for installing and using Primavera P6, an enterprise project management software. It discusses creating organizational breakdown structures and enterprise project structures to represent the management hierarchy and project breakdown. The tutorial also covers topics like workspaces, calendars, activities, and scheduling to help users get started with Primavera P6.

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Nausad Miyan
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
748 views

Primavera Tutorial 2019-1

The document provides an outline and instructions for installing and using Primavera P6, an enterprise project management software. It discusses creating organizational breakdown structures and enterprise project structures to represent the management hierarchy and project breakdown. The tutorial also covers topics like workspaces, calendars, activities, and scheduling to help users get started with Primavera P6.

Uploaded by

Nausad Miyan
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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METU 13.05.2019 & 20.05.

2019

CE 434
CONSTRUCTION PLANNING

PRIMAVERA P6 TUTORIAL
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA P6
OUTLINE
• Primavera P6 Versions • Resource Assignments
• Data in Primavera • Relationships
• Workspace • Scheduling
• OBS • Grouping
• EPS • Sorting
• Calendars • Filtering
• Resource Dictionary • Layout
• Project • Export
• WBS • Import
• Activities • Reports
• Activity ID Coding • Print
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• Use following link to go Oracle’s Software Delivery
Cloud: https://edelivery.oracle.com
• You need to create a new account
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• Sign in to https://edelivery.oracle.com when you
complete the registration
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• Search for the P6 and select
Primavera P6 Professional Project Management !!!
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• Select the most recent version (18.8) and click the
checkout
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• Select the relevant platform and continue
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• Accept the terms of the Commercial License
• Your trial license is valid for 30 Days.
• Uninstall the product at the end of this period !!!
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• Download the product
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• Unzip all of the files
• Select the Setup.exe from P6_Pro_R188 folder
• Select the typical option and start the installation
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• At the end of the installation select Run Database
Configuration
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• Select Driver Type as P6 Pro Standalone (SQLite) !!!
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• Select add a new standalone database and
connection option (second option).
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• You need to select a login name and password
• You can use ‘admin’ for both of them
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• Select Load Sample Data and finish the installation
METU CE 434 Construction Planning Primavera P6 Tutorial

PRIMAVERA INSTALLATION
• Select P6 Professional 18 to open the software

• P6 gives you a warning in your first login

• In order to correct it, select Engineering and Construction


from Admin  Admin Preferences  Industry
METU CE 434 Construction Planning Primavera P6 Tutorial

VERSIONS
• Primavera 3.0 software was project specific.
• From version 4.0, Primavera provided an
integrated solution for enterprise-wide project
management.
• Current Version: Primavera P6 18.8
• Primavera involves role-specific tools to satisfy
each member’s needs, responsibilities and skills.
• It is a multi-project and multiuser software that
enables to work identically in single & multi-project
modules.
METU CE 434 Construction Planning Primavera P6 Tutorial

VERSIONS
• In Primavera, all information about a project is in
the same database, from executive summary
reports to detailed work assignments for each
team member.
• Relational databases:
 Oracle
 Oracle XE (stand-alone)
 MS SQL Server (network-based)
 MS SQL Server Express (stand-alone)
 SQLite
METU CE 434 Construction Planning Primavera P6 Tutorial

DATA IN PRIMAVERA
• Project information consists of a combination of
global and project specific data.
 Global Data
 Project Specific Data
 Global & Project Specific Data
METU CE 434 Construction Planning Primavera P6 Tutorial

DATA IN PRIMAVERA
Global Data
• Provides the global structure needed to manage
multiple projects necessary for centralized project
resource management.
 Project structure (EPS,OBS)
 Project codes
 Resources / Roles
 Resource codes
 Cost accounts
METU CE 434 Construction Planning Primavera P6 Tutorial

DATA IN PRIMAVERA
Project Specific Data
• Activities
• Activity relationships
• Dates
• WBS
• Baselines
• Expenses
• Risks
• Thresholds and Issues
• Work Product & Documents
• Project Web Site
METU CE 434 Construction Planning Primavera P6 Tutorial

DATA IN PRIMAVERA
Global & Project Specific Data
• The following types can be global as well as
project specific:
 Calendars (Global, Project Specific, Resource)
 Reports
 Activity Codes (Global, Project Specific, EPS)
METU CE 434 Construction Planning Primavera P6 Tutorial

WORKSPACE
Login to Primavera

Login Name: admin


Password: admin
METU CE 434 Construction Planning Primavera P6 Tutorial

WORKSPACE
METU CE 434 Construction Planning Primavera P6 Tutorial

WORKSPACE
METU CE 434 Construction Planning Primavera P6 Tutorial

WORKSPACE
METU CE 434 Construction Planning Primavera P6 Tutorial

WORKSPACE
METU CE 434 Construction Planning Primavera P6 Tutorial

WORKSPACE
• Menu Bar
• Directory Bar
• Status Bar
• Command Bar
• View  Toolbars
METU CE 434 Construction Planning Primavera P6 Tutorial

WORKSPACE
Directory Bar
• Projects
• Resources
• Reports
• Tracking
• WBS
• Activities
• Assignments
• WPs & Docs
• Expenses
• Thresholds
• Issues
• Risks
METU CE 434 Construction Planning Primavera P6 Tutorial

WORKSPACE
Hint Help
• View  Hint Help
• Field descriptions, called Hint Help, are provided
for column values in various windows.
METU CE 434 Construction Planning Primavera P6 Tutorial

ORGANIZATIONAL BREAKDOWN
STRUCTURE (OBS)
• A global hierarchy that represents the managers
responsible for the projects in your organization.
• Reflects the management structure of the
organization.
• Can be role based or name based.
• Enterprise  OBS
METU CE 434 Construction Planning Primavera P6 Tutorial

ORGANIZATIONAL BREAKDOWN
STRUCTURE (OBS) - Exercise 1
• Create an Organizational Breakdown Structure
according to given hierarchy.

CEO

Project
Manager

Health and
QA/QC Construction
Safety
Manager Manager
Manager
METU CE 434 Construction Planning Primavera P6 Tutorial

ORGANIZATIONAL BREAKDOWN
STRUCTURE (OBS) - Exercise 1
METU CE 434 Construction Planning Primavera P6 Tutorial

ENTERPRISE PROJECT
STRUCTURE (EPS)
• A hierarchy that represents the breakdown of the
projects in the organization.
• Nodes at the highest or root/level might represent
the divisions and locations or other major
groupings can be listed below.
• Projects are always at the lowest level of the
hierarchy.
• Enterprise  Enterprise Project Structure
METU CE 434 Construction Planning Primavera P6 Tutorial

ENTERPRISE PROJECT
STRUCTURE (EPS) - Exercise 2
• Create an Enterprise Project Structure according
to given hierarchy.
ABC
Construction
Company

Infrastructure Superstructure

Residential
Pipelines Roads Hospitals
Buildings
METU CE 434 Construction Planning Primavera P6 Tutorial

ENTERPRISE PROJECT
STRUCTURE (EPS) - Exercise 2
METU CE 434 Construction Planning Primavera P6 Tutorial

CALENDARS
• Unlimited number of calendars to accommodate
different work patterns.
• Can be assigned to each resource and each
activity.
• Global Calendars: Calendars that apply to all
projects in the database.
• Project Calendars: Separate pool of calendars for
each project in the organization.
• Resource Calendars: Calendars for each resource.
METU CE 434 Construction Planning Primavera P6 Tutorial

CALENDARS
• Choose Enterprise  Calendars
• Choose Global, then click Add.
• Select the calendar to be copied as a base.
• Edit the calendar by clicking Modify.
• For creating a project calendar, a project must be
opened first.
METU CE 434 Construction Planning Primavera P6 Tutorial

CALENDARS - Exercise 3
• Create a work calendar named as «CE 434-Class
Exercise Calendar» according to following
constraints:
 No work will be permitted on Sundays
 Official Holidays
 4-5-6 June 2019: Ramadan feast
 Unofficial Holidays
 29 June 2019
METU CE 434 Construction Planning Primavera P6 Tutorial

CALENDARS - Exercise 3
METU CE 434 Construction Planning Primavera P6 Tutorial

RESOURCE DICTIONARY
• There are three types of resources in Primavera:
 Labor (people)
 Measured in units of time
 Recorded in terms of price/unit ($/hr)
 Nonlabor (equipment)
 Measured in units of time
 Recorded in terms of price/unit ($/hr)
 Material
 Measured in units (tons, m2, each, …)
• Enterprise  Resources
METU CE 434 Construction Planning Primavera P6 Tutorial

RESOURCE DICTIONARY -
Exercise 4
• Create the following resources under the heading of
«CE 434-Class Exercise Resources».
 Concrete Worker
 Resource Type: Labor
 Price: 8 $/hour
 Crane
 Resource Type: Nonlabor
 Price: 100 $/hour
 Formwork
 Resource Type: Material
 Unit of Measure: m2
 Price: 15 $/m2
METU CE 434 Construction Planning Primavera P6 Tutorial

RESOURCE DICTIONARY -
Exercise 4
METU CE 434 Construction Planning Primavera P6 Tutorial

PROJECT
Open
• File  Open (Ctrl+O)
• To open a project, double click on the project
folder on Projects view.
• To open multiple projects, use Ctrl key.
• To open all projects under a node, double click on
the node.
METU CE 434 Construction Planning Primavera P6 Tutorial

PROJECT
New
• File  New (Ctrl+N)
• Before creating a new project, its related EPS and
OBS must be defined.
METU CE 434 Construction Planning Primavera P6 Tutorial

PROJECT
New - Exercise 5
• Create a Project named as «CE 434-Building
Project» according to following conditions:
 EPS Name: Residential Buildings
(Defined in the 2nd Exercise).
 Project Planned Start Date: 1 June, 2019
 Responsible Manager: Construction Manager
(Defined in the 1st Exercise).
 Project Calendar: CE 434-Class Exercise Calendar
(Defined in the 3rd Exercise).
METU CE 434 Construction Planning Primavera P6 Tutorial

PROJECT
New - Exercise 5
METU CE 434 Construction Planning Primavera P6 Tutorial

WORK BREAKDOWN
STRUCTURE (WBS)
• Work Breakdown Structure (WBS) divides project
into smaller and manageable portions.
• Every project should have a specific WBS.
• After opening the related project, use Project 
WBS option to open WBS screen.
• Use ‘Add’ button and hierarchy arrows in
command bar to arrange your WBS.
METU CE 434 Construction Planning Primavera P6 Tutorial

WORK BREAKDOWN
STRUCTURE (WBS) - Exercise 6
• Open «CE 434-Building Project» and create WBS
of your project according to given hierarchy;

01 Mobilization
02 Construction
02.01 First Floor
02.02 Second Floor
03 Demobilization
METU CE 434 Construction Planning Primavera P6 Tutorial

WORK BREAKDOWN
STRUCTURE (WBS) - Exercise 6
METU CE 434 Construction Planning Primavera P6 Tutorial

ACTIVITIES
• Activities are fundamental work elements of a
project.
• Activities are the lowest level of a Work
Breakdown Structure (WBS).
• Activities are the most detailed work unit tracked in
a project schedule.
• Activities contain all information about the work.
METU CE 434 Construction Planning Primavera P6 Tutorial

ACTIVITIES
NEW
• Use activities window to create, view and modify
activities for the open project.
• Project  Activities (Menu Bar)
• For Adding a New Activity:
 Click Add from the Command Bar
(New Activity Wizard)
 Edit  Add
(New Activity Wizard)
 Press Insert on the keyboard
(Simple Activity Adding)
 Right click and choose Add
(Simple Activity Adding)
METU CE 434 Construction Planning Primavera P6 Tutorial

ACTIVITIES
NEW - Exercise 7
• Create following activities for «CE 434-Building
Project».
METU CE 434 Construction Planning Primavera P6 Tutorial

ACTIVITY ID CODING
• Each activity has to be identified by unique activity
IDs.
• Activity IDs have prefix, suffix, and increment
information.
E.g.: CE434C2F1025
Prefix: CE434C2F
Suffix: 1000
Increment: 25
• In order to change activity ID coding; select
related activities, right click on them, and select
‘Renumber Activity IDs’ option.
METU CE 434 Construction Planning Primavera P6 Tutorial

ACTIVITY ID CODING
METU CE 434 Construction Planning Primavera P6 Tutorial

RESOURCE ASSIGNMENTS
• Any resource defined in the resource dictionary can be
assigned to an activity.
• There is no limitation for resource assignment to an activity.
• In order to assign resources;
 Click the Resources Tab in the Activity Details.
 Click Add Resource to assign a resource.
 Select the resource from the opened dialog box.
 To assign multiple resources/roles, hold down Ctrl key and
then choose one by one.
 Click Select button, and then Close.
 Search Window can be used to quickly search for an item in
the list.
METU CE 434 Construction Planning Primavera P6 Tutorial

RESOURCE ASSIGNMENTS
• To define detailed information, select the appropriate
cell and enter the information for the selected activity.
• For Labor and Nonlabor resources;
Use Remaining Units/Time or Budgeted Units/Time
columns in resources tab of activities.
• For Material resources;
Use Budgeted Units column in resources tab of
activities.
• Costs are planned and managed at the activity level
according to unit prices of the assigned resources.
• Budgeted Cost = Budgeted Units x Price/Unit
METU CE 434 Construction Planning Primavera P6 Tutorial

RESOURCE ASSIGNMENTS -
Exercise 8
• Assign following resources to related activities;
METU CE 434 Construction Planning Primavera P6 Tutorial

RESOURCE ASSIGNMENTS -
Exercise 8
METU CE 434 Construction Planning Primavera P6 Tutorial

RESOURCE ASSIGNMENTS -
Exercise 8
METU CE 434 Construction Planning Primavera P6 Tutorial

RESOURCE ASSIGNMENTS -
Exercise 8
METU CE 434 Construction Planning Primavera P6 Tutorial

RESOURCE ASSIGNMENTS -
Exercise 8
• Use Edit  User Preferences option to show unit
labels and decimals.

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