Skip to main content

Primavera-1:4

Creating Global and Project Calendars

You can create and assign calendars to each resource and each activity. These calendars define the available work hours in each calendar day. 
You can also specify National Holidays, Organizational Holidays, Project-Specific work/Non-workdays


Go to Enterprise>Calendars

•To Create Project Calendar Activate Enterprise>Calendar

•To create project specific calendars, opt for Project.

•Click on Add and select one of the Global calendars as a Template for the new project calendar
 
•Select the working days by clicking on workweek and identify the work and non-work days.

•Click OK to confirm the entries

•And assign calendar to the Activities or to the project
 

Creating Activity Codes 

 Activity Codes and values enable you to filter, Group , sort and report  activity information according to your organization’s unique requirements. 
 You can define two type of activity codes, Global and Project Activity codes
 
•To Create Activity codes, Go to Enterprise>Activity codes

•Click on “Modify” Button to add Activity codes  in the Activity code Definition and close it after adding activity codes

•Select  the Activity code from the drop down list and add code values under each code.
<<PREVIOUS                                                                            NEXT>>


Comments

Post a Comment

Popular posts from this blog

How To Merge Two Separate Schedules Into One Master Schedule In Primavera

In this tutorial, let us learn how to Merge two separate schedules into One Master schedule in Primavera P6. In this example, I am considering two separate projects which are these two, One is master schedule and one is the subproject. First, let us open the subproject and export this schedule as a .XER file onto Desktop. and now let us start the exact process of merging two separate schedules. 1. As a first step, We need to open the project schedule into which we want to insert the other project as a sub-project. So, let us open the Master schedule here. 2. Go to Import, select XER format, Click Next 3. Select Project and click Next 4. Now select the Subproject .xer file from the Desktop and click Next 5. Under Import action, select the option as “Update Existing Project” and under import to section, select the Master schedule which is already open. Click Next and Finally Click on Finish. 6. Please note and make sure that your WBS and activity IDs should not confl...
23 comments
Read more

Primavera P6 Tutorial : Chapter 2.5 : Budgets

Budget Consists of quantities and cash flow required to complete a project. In the Planning stage project manager and other stakeholders need to estimate scope and budgets. As the scope changes, budget also needs to be adjusted to compensate. Primavera is helpful in establishing these budgets and tracking the changes in the budgets. In this Tutorial, let us learn how to establish budgets, establish monthly spending plans, implement changes to it and tracking monthly spending and variances right from EPS to Project and to WBS level. In the planning stage, we start the budgeting from the top level, like dividing the budget available to the EPS nodes for the duration of the projects. And then respective managers divide this budget to the projects for which they are responsible in each EPS node. Let us consider with an example here. Considering that we have $6000 allotted for an EPS node and it is having two projects and we divide this $6000 equally to these two projects as $3000 eac...
12 comments
Read more

Primavera P6 Tutorial : Chapter 2.7 : User Defined Fields

Apart from the in-built fields available in primavera, you can create User-defined fields which enable you to customize fields and values and add them to the project database. For example, you can use them to track additional activity data such as ordered dates, delivery dates, revised budgets, purchase order / work order numbers, vendor names, etc. In this chapter, let us learn how to create User defined fields, how to work with them and how to work with indicators type of User defined fields. How to Create UDFs? For each custom user defined field you create, you can specify any of the following data formats for that field: Text, Start Date, Finish Date, Cost, Integer, Number, Text, and Indicator. To Define: Go to the Menu bar, Choose Enterprise, select  User Defined Fields . Select the subject area to which you want to add a new field, then click  Add . Double-click in the Title column and type a name for the User Defined Field. Double-click in the Da...
22 comments
Read more