Skip to main content

Primavera P6 Tutorial : Chapter 2: Getting Started

Lets first see how to install the Primavera tool into your system. This will guide you through setting up the PM Module on your computer.
Once the Installation is done, Click start, choose All Programs, Oracle - Primaver P6, Project Management.
  1. Log In using the valid login name and password and then select,accept the database and click OK

2. You will get to see the Home Screen after logging in consisting of Projects, Resources, Reports, Tracking and Project Data (This will further have WBS, Activities, WPs & Docs which will be enables only when any Project is already opened).

3. If you would like to change the Welcome Home Screen, you can change this by going to the Menu Bar, click on Edit>>User Preferences...

Go to Application and then in the Application Startup Window select the desired field from the drop-down menu.

4. To change the Password, Click the password tab in the same window and set the new password by clicking on the password button.

5. To Select the Language in which you want the information to be displayed, Choose tools; Set Language and select from the drop down menu.

6. Now let us understand about the Toolbars in Navigation

7. Directory tools
  1. Projects - Displays the projects window
  2. Resources - Displays the Resources window. You can add or modify resources here.
  3. Reports - Displays reports window. Use this to produce reports for all projects
  4. Tracking - Displays the tracking window. Use to display tracking layouts
  5. WBS - Displays the Work Breakdown Structure window
  6. Activities- Displays the activities window for the opened project.
  7. Assignments - Displays the Resource assignments window.
  8. WPs & Docs - Displays the work products and Documents window.
  9. Expenses - Displays the Project expenses window
  10. Thresholds - Displays the Project Thresholds window
  11. Issues  - Displays the Project Issues window
  12. Risks - Displays the Project Risks window
We will understand these tools and toolbars in detail when we start creating the project.
Here is the detail Illustrative Video Tutorial of the same for better understanding
[paypal_donation_button align="center"]

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...

Primavera P6 Export To Excel And Color WBS Levels Automatically || How To Color WBS Levels

In this tutorial, let us learn how to Color WBS levels after Primavera P6 Export To Excel. After exporting activity table from Primavera P6 to Excel, it’s very hard to tell which activity belong to which WBS. So in this tutorial, let us see how to color WBS levels automatically so we can have a report like in Primavera P6. This is my sample schedule in primavera, 1. I press Ctrl+A to select entire data and copy the data and then go to Excel sheet and paste it. 2. Add a column left to Activity Id i.e column A and name it as WBS level to show the WBS level for each activity. 3. enter the formula in Cell A2 as = =((FIND(TRIM(B2),B2))-1)/2 4. Hit enter and then apply the same formula to all the cells in column A to see WBS level for each activity. 5. See now, you can view the WBS level for each activity this way easily in Excel after exporting the Primavera P6 Schedule. And Now let us color the WBS levels. 1. Select the entire Data range. 2. Go to Conditional F...

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...