Free Project Management Tools - Tutorials,Ebooks and Setups

You can define set of Activity codes to categorize the activities in your projects. You can then use them to group, sort and filter activities according to the activity codes and values you assign. In this tutorial, let us learn how to use global codes to organize project activities across an enterprise project structure (EPS) according to specific categories, such as discipline, product and division. Also, let us learn how to establish project activity codes to filter and organize activities based on unique, project-specific requirements. Creating Activity Codes To create global activity codes : Go to Menu Bar, Choose Enterprise and click on Activity Codes. Choose Global. Then click Modify. Click Add, then type the name of the global activity code. Specify the maximum number of characters for the activity code’s values. To create global activity code values : Choose Enterprise, Activity Codes. Choose Global. Select the activity code for which you want to ...

The calendars define the number of available work hours in each calendar day. You can then create and assign calendars to each resource and each activity. The Primavera module uses your calendar for scheduling and tracking activities, and also leveling resources across your organization. You can link resource and project calendars to global calendars. In this Chapter, let us learn how to add calendars and how to modify them. Add Calendars: You can create an unlimited number of calendars to accommodate different work patterns in your organization. You can create different calendars and assign the activities and resources in your projects to them. Basically there are three calendar pools: Global, Resource, and Project. The global calendar pool contains calendars that apply to all projects in the database. The resource calendar pool is a pool of calendars for each resource. The project calendar pool is a pool of calendars for each project in the organization. You can...

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...