Primavera Project Planner® Planning and Control Guide
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Primavera Project Planner® Planning and Control Guide Version 3.0 © Copyright 1999 by Primavera Systems, Inc. All rights reserved. No part of this publication may be reproduced or used in any form or by any means—graphic, electronic, or mechanical, including photo- copying, mimeographing, recording, taping, or in information storage and retrieval systems—without written permission from the publisher. Please send your comments about Primavera Project Planner to: Primavera Systems, Inc. Three Bala Plaza West Bala Cynwyd, PA 19004 Telephone: 610-667-8600 FAX: 610-667-7894 Internet: [email protected] World Wide Web site: http://www.primavera.com Expedition, Primavera Project Planner, P3, SureTrak, SureTrak Project Manager, and Webster for Primavera are registered trademarks; Concentric Project Management, DataStore for Primavera, Enterprise Summary Performance, Expedition Express, Monte Carlo, Parade, Primavera Enterprise Access Kit, Primavera ESP, Primavera Portfolio Analyst, Primavera Progress Reporter, P3e, RA, TeamPlay, TeamPlayer, TeamPlay Methodology Manager, TeamPlay Portfolio Analyst, and TeamPlay Project Manager for Primavera are trademarks of Primavera Systems, Inc. All other brands and product names are trademarks or registered trademarks of their respective companies. U.S. GOVERNMENT RESTRICTED RIGHTS: The SOFTWARE and documentation are provided with RESTRICTED RIGHTS. Use, duplication, or disclosure by the Government is subject to the restric- tions set forth in subparagraph (c)(1)(ii) of The Rights in Technical Data and Computer Software clause at DFARS 252.227-7013 or subparagraphs (c)(1) and (2) of the Commercial Computer Software- Restricted Rights 48 CFR 52.227-19, and our GSA contract, as applicable. This manual is printed on recycled paper. iii Table of Contents Preface..................................................................................... vii Using P3 Documentation, Help, and Tutorials ........................................viii Where to Get Support ............................................................................. xi Part 1: Overview The Process of Project Management...................................... 3 Introduction to Project Management......................................................... 4 Process Summary .................................................................................... 5 The Update Cycle..................................................................................... 8 The Project Plan ..................................................................................... 12 What Is Special about P3? ..................................................................... 14 Next Steps .............................................................................................. 22 P3 Quick Tour.......................................................................... 23 The Parts of the P3 Window................................................................... 24 What Is a Layout?................................................................................... 25 Sample Layouts ...................................................................................... 26 Start P3 and Open a Project .................................................................. 34 About the Sample Projects ..................................................................... 37 Part 2: Planning and Implementing the Schedule Determining the Project Structure ........................................ 48 Adding a Project Group .......................................................................... 49 Adding Member Projects to a Project Group .......................................... 52 Managing a Project Group...................................................................... 53 Determining How Durations Are Estimated ............................................ 56 Creating a Basic Task-Driven Schedule ............................... 58 Process Overview................................................................................... 59 Adding Activities ..................................................................................... 60 Linking Activities with Relationships ....................................................... 64 Calculating the Schedule........................................................................ 68 iv Table of Contents Reviewing the Schedule ......................................................................... 69 Identifying the Critical Path..................................................................... 73 Assigning Codes..................................................................................... 75 Assigning Resources.............................................................................. 80 Organizing and Filtering Layouts............................................................ 85 Printing Layouts...................................................................................... 87 Creating a Resource-Driven Schedule ................................. 89 Process Overview................................................................................... 90 Defining a List of Resources................................................................... 91 Setting Resource Unit Rate Limits.......................................................... 93 Defining Resource Calendars................................................................. 94 Adding Activities and Relationships........................................................ 96 Assigning Resources to Activities........................................................... 98 Reviewing Resource Profiles................................................................ 101 Leveling Resources .............................................................................. 105 Estimating Costs.................................................................. 112 Setting Up a Cost Account Structure.................................................... 113 Assigning Cost Accounts...................................................................... 115 Defining Unit Prices.............................................................................. 116 Reviewing Cash Flow ........................................................................... 117 Part 3: Adjusting and Refining the Schedule Building Additional Data Structures................................... 124 Creating a Work Breakdown Structure ................................................. 125 Defining Project Codes......................................................................... 130 Defining Additional Activity Codes........................................................ 132 Defining Activity ID Coding ................................................................... 133 Establishing Custom Data Items .......................................................... 134 Refining the Schedule.......................................................... 137 Modifying the Standard Workweek....................................................... 138 Adding Calendars ................................................................................. 139 Specifying Holidays .............................................................................. 140 Constraining Activity Dates................................................................... 142 Modifying the Sequence of Activities.................................................... 144 Part 4: Updating and Managing the Schedule Updating the Schedule ........................................................ 148 Process Overview................................................................................. 149 Establishing a Target Plan .................................................................... 153 Highlighting Activities for Updating ....................................................... 154 Estimating Activity Progress Automatically........................................... 156 Updating Resource/Cost Data Automatically........................................ 158 Table of Contents v Updating Task Activities Manually ........................................................ 161 Keeping Activity Logs ........................................................................... 167 Recording Progress on Resource-Driven Activities.............................. 169 Storing Period Performance.................................................................. 171 Tracing Progress Using the Progress Line ........................................... 173 Tracking Additional Cost Data............................................................... 176 Sharing Project Data Remotely ........................................... 179 Process Overview................................................................................. 180 Sending E-Mail to Update Projects....................................................... 181 Receiving E-Mail in P3 ......................................................................... 183 Publishing HTML Reports and Layouts on an Intranet or on the World Wide Web........................................................................ 187 Monitoring Projects.............................................................. 192 Managing Change ................................................................................ 193 Is the Project Progressing According to Plan? ..................................... 194 Which Activities Have Slipped? ............................................................ 195 What