Free Project Management Tools - Tutorials,Ebooks and Setups

1. How to Increase the size of icons in Primavera P6?  If you find that the menu bar and command icons are of less visibility, there is a way to increase the size of icons in Primavera P6. Let us see how to do this in this tutorial now. Go to the menu bar and under the view tab, select Toolbars and click on customize. Now a window gets opened like this, go to options tab and tick the checkbox "Large Icons". Click on the Close button and you can see that all your icons now increased in size. 2. How to Animate your Menu Bars in Primavera P6? You know that we have got the option to animate menu bars in Primavera P6. There are 4 animation options in Primavera P6, These are None  Random  Unfold Slide  Fade  You can try any of these if you want a new feel. Follow this steps to Animate Menu Bars. Click on View, go to toolbars, select Customize. Now a customize window will pop up. Go to the options tab, at Menu Animat...

In this tutorial, let us learn how to rename multiple worksheets at once using VBA code in MS Excel. The common way to rename a sheet in excel is by right clicking on any sheet tab and selecting the option called Rename. But we have to do this manually one by one if we have got multiple sheets to rename. So now, in this video, let us learn how to automatically rename multiple worksheets at once using the VBA code. 1. Right click on any sheet tab, and click on View code option or press Alt+F11 to go to VBA window. 2. Insert a module and copy, paste the code as mentioned below. Sub ChangeWorkSheetName() Dim Rng As Range Dim WorkRng As Range On Error Resume Next newName = Application.InputBox(“Name”, xTitleId, “”, Type:=2) For i = 1 To Application.Sheets.Count Application.Sheets(i).Name = newName & i Next End Sub 3. Close this window and go back to Excel window 4. From the view tab of Menu bar, Select Macro and click on Run. A pop-up window will open up and enter the...

In this tutorial, let us learn about the Best way to show all your milestones in Primavera P6.  A Smart layout is the one which shows all of your project milestones together in a single WBS element right at the top of the project. This will enable your top management to view the main part of your schedule clearly. So, you should add a WBS element called "Milestones" at the top of the project. Either cut and paste or move all your project milestones into the WBS element. If your schedule is of bigger size, it would be a tedious job to move all your milestones. So, now let us do this in a simple way by using Global Logic. 1. Let us open the fresh schedule, before doing anything make a copy of this project. 2. Go to Menu bar, Go to tools, select Global Logic. 3. Click on the New button, to create a new Global Change and name it as Move Milestones. 4. In the IF box, select Any of the following. Under parameter, select Activity Type and under value, select ...

In this tutorial, let us learn how to combine multiple sheets into a single workbook using a simple VBA code. This code assumes that all the worksheets have the same column headings and in the same order. This code will copy all the rows into one worksheet called Master. Steps: 1. Copy the code as mentioned Sub CopyFromWorksheets() Dim wrk As Workbook 'Workbook object - Always good to work with object variables Dim sht As Worksheet 'Object for handling worksheets in loop Dim trg As Worksheet 'Master Worksheet Dim rng As Range 'Range object Dim colCount As Integer 'Column count in tables in the worksheets Set wrk = ActiveWorkbook 'Working in active workbook For Each sht In wrk.Worksheets If sht.Name = "Master" Then MsgBox "There is a worksheet called as 'Master'." & vbCrLf & _ "Please remove or rename this worksheet since 'Master' would be" & _ "the name of the result worksheet of this...

In this tutorial let us learn how to create Relationships Lag Report in Primavera P6. What is Lag and Lead in Primavera P6? Lag is the duration that is added to a relationship as a waiting time to Start Successor Activity. If the lag is positive, it will have a wait time and if lag is negative, the successor will overlap with predecessor activity. According to the Scheduling Standards, Using Lags in a schedule is a risk. Because No one will ever understand the exact reason behind the lag except the scheduler who has prepared it and sometimes even the scheduler may forget the exact reason. So, let us learn how to create a relationship lag report in Primavera P6 now. first open the Primavera P6 1. Go to Menu bar, Tools, select Reports and click on Reports. 2. Click on Add button to add a new report 3. click Next to add a new report. 4. Select the subject area as "Activity Relationships" 5. Click Next 6. Choose columns in this dialog box as Predecessor Id,...

In this tutorial, let us learn how to calculate and display Ratios in Excel. In Excel you might be aware that we don't have any specific function to calculate and display ratios. In this tutorial, I will show you three ways to calculate and display ratios in excel. 1. By Using Simple Division Method. We use this method when the larger value is exactly divisible with a smaller value. In this example, 20 is divisible with 4 We enter formula in D4 as = B4/C4&":"&"1" Click Enter to see the result as 5:1 2. Using the Round Function when you want to calculate and display ratio in terms of decimals, we use this method. It will show in decimals when higher value is not divisible with the smaller value here in this example 65 divided by 10 gives me 6.5, so the ratio would be 6.5:1 So, Let us enter formula in D5 as = ROUND(B5/C5,1)&":"&1 click enter to see the result as 6.5:1 3. Using the GCD Function In this example, I have numbers as...

One of our subscribers has asked me to explain how to remove redundant relationships in Primavera P6 Schedule. So friends, I will be explaining in detail in this video tutorial. This is a sample simple project with 3 activities A,B,C. Here Activity B's predecessor is A and Activity C's predecessor is B and as well Activity A. Actually A is not exactly required. Because A is followed by B and B is followed by C, so indirectly A is linked with C So here, Activity relationship between A and C is redundant relationship. Now, let us see how we remove this redundant relationship. First, let us export this schedule from P6 to Excel. Follow the steps like this 1. Go to file, click on Export 2. In Export Format, select Spreadsheet-XLSX format and click next. 3. In Export Type dialog box, select Activity Relationships, Click Next 4. In Project to Exports dialog box, select the project by ticking the checkbox , click Next. 5. Select a template in the select template...

In this tutorial let us learn How to Concatenate with a Line Break in Excel In Excel, we normally combine text from different cells using CONCATENATE function but sometimes we may require to add a line break between the text which we are combining. In this tutorial, let us see how we can insert a line break between text using the CHAR function. Consider this example with three columns Name, Sex, Age and let us combine into 4th column using these two tricks 1. Using the Ampersand with Char In cell D5, enter the formula as = A5&Char(10)&B5&Char(10)&C5 and press enter and make sure that you apply the Wrap text feature to see the line breaks in the combined text. 2. Get a Line Break with CONCATENATE and Char functions In Cell D6, enter the formula as =CONCATENATE(A6,CHAR(10),B6,CHAR(10),C6) Press enter and again in this formula, make sure to apply “Wrap Text” to the cell, to see the line breaks in the combined text. In this way, you can use the Char function to...

In this tutorial, let us learn how to change the calendar from 5-day workweek to 7-day work week but keeping the project finish Date unchanged in Primavera P6. After working for so many hours to complete the project schedule, you might be getting to know that you should be using the 7-day calendar instead of the 5-day calendar. Changing Activity calendar will change everything. Normally, if we change the calendar to 7 Day Workweek, all the activity finish dates will change. Now the sample project in this video is having the finish date as 21st Oct’19 And now, if you change the calendar to the 7-day workweek, the Project finish date will be changing to 03rd Jul’19. So, in this tutorial, I will show you How to Change Calendar from 5 Day Workweek to 7 Day Workweek but keeping Project Finish Date unchanged. In the original schedule Step 1: Go to menu bar and under Enterprise tab, choose User Defined Fields Create a field with the title “Finish 5D” and Data Type as Finish Date...

In this tutorial let us learn How to Refresh All Pivot Tables at Once in Excel When you have multiple pivot tables, it takes so much time to refresh each table. So, in this video let us see two simple ways to refresh all pivot tables at once automatically. 1. Using "Refresh All" Button "Refresh All" button is very simple and easy way to refresh all the pivots tables in a workbook with a single click. All you need to do it is Go to Data Tab and click the Refresh All button. 2. If you want to refresh all pivot tables on opening a workbook every time, you can use the following settings to make one time set up. Right-click on any pivot table and select “PivotTable Options" Go To Data Tab and Tick the Checkbox “Refresh Data When Opening the File” click Ok. In this way, you can refresh all the pivot tables automatically. I hope you have enjoyed this video tutorial. For Personalized detail learning, write to dptutorials15@gmail.com If you found this v...

In this tutorials, let us learn how we can quickly identify behind schedule activities with user-defined indicators in Primavera P6. Let us consider a sample project which is having a baseline. After updating the schedule, we can show these 2 additional columns to see whether an activity is behind schedule or not: • BL Project Finish  Variance – BL Project Finish: which is duration between BL Project Finish date and current Finish date. i.e., L Project Finish – Finish Now let us create an Indicator. Go to menu bar and under Enterprise, Click on User Defined Fields. Click Add button to create new. Enter Title as ‘On Schedule Indicator’ and Select Data Type: Indicator from the drop down menu. Close the dialog box. Now Go to menu bar again and under Tools, select Global Change. Click New. Enter data as: Where Variance-BL Project Finish Date is greater than or equals 0d then, On Schedule Indicator = Green else On Schedule Indicator = Red Click on Change button, to vie...

In this tutorial, let us learn how to apply filter based on WBS dates in Primavera P6. In Primavera P6, we generally can apply filter only for the activities and there is no specific function to filter WBS. Let us understand this with an example now. Let us consider a simple project which is containing 3 Cities like this as shown. Now, if we need to filter which City will start in next 2 month (Nov, Dec). Usually, we create a filter based on Activity as Start or Finish is within range of 1st Nov’18 to 31st Dec’18. And when you click OK, P6 will show this result like this as City 1 and City 2 will start, as these are the only two cities having activities which are either starting or finishing in next two months. However, the Finish date of City 1 and City 2 WBS is wrong. Because P6 only show the WBS dates based on filtered activities, so that summarize information in WBS is wrong. Now how can we show right start and finish date for the WBS. P6 does not provide any fe...

Excel Trick#55 : How to Highlight the Most Recent Date in MS Excel || Excel Tips || dptutorials In this tutorial, let us learn how to highlight the most recent/ latest date in a data range. To perform this, we are going to use the conditional formatting in MS excel. In this example, we have the data of some issues closed dates by persons. So, from the column C, where we have the issue closed dates, we need to highlight the latest recent date. As the date range is very small here, we could able to identify easily that C10 is the recent one. But, if we have a large database, it would be difficult to identify. Now, let us see how we can highlight, • Select date range, column C • Go to Conditional formatting, Click on New Rule • Click on “Format only cells that contain” • Select equal to and Cell Value equal to =MAX($C:$C) • Click on Format & Select any color and font as per your wish • Click ok button Now, we can see that the latest date is highlighted as ...

Excel Trick#56 : How To Transpose Multiple Columns And Rows Into Single Column || dptutorials For Personalized detail learning, write to dptutorials15@gmail.com If you found this video valuable, give it a like. If you know someone who needs to see it, share it. Leave a comment below with your thoughts. Add it to a playlist if you want to watch it later. *************************************************************** Read my full article on this:  http://ift.tt/2kB14dh *************************************************************** Subscribe for more Awesome Tutorials:  goo.gl/4T8ePc *************************************************************** Support The Channel via shopping:  http://ift.tt/2jH38PR ************************************************************** You Can Connect With Me at G+ :  http://ift.tt/2kAOpa6 Twitter :  https://twitter.com/dptutorials15 Facebook :  http://ift.tt/2kfRnDi Blogspot :  http://ift.tt/2...

How to update Baseline in Primavera P6 || Primavera Scheduling || dptutorials As per the schedule management philosophy, the schedule has to be baselined once it has been agreed by all the stakeholders. Baseline is something that we usually do not change. But in some cases, we require to change it. In this video tutorial, let us see how we can update baseline in Primavera P6. Let us consider a simple project which is having an assigned baseline. After some weeks, after updating schedule, the project is delayed from the baseline.  After discussing with stakeholder and specific owner, we need to get permission to update our baseline so as to make it identical to the current schedule. In this tutorial, we will see two ways to update baseline. Method 1:  We need to copy paste our current schedule to make as a new baseline B2 and assign the new baseline to our project. Before that, we need to make an important configuration. Go to menu Admin, select Admin P...

Excel Trick#54 : Compare Text In Microsoft Excel Using Exact Function || Excel tips || dptutorials In this tutorial, let us see how we can compare Text in two cells to check whether they are matching strings. Normally we use the “=” formula to check whether two cells are having the same text. But, if you want to check the case/ strings of the cells, you need to use the EXACT function. Let us consider an example here with 2 columns having some texts, if text cases matches or not. Let us use the EXACT function in column C, enter formula as C5 as “=EXACT(A5,B5)” and press enter and you will get the result as False as in A5 we have the lower case text and B5 has the upper case though the text in both the cells is same. Drag the formula to the bottom of the table to compare the values in other cells as well. In column, let us put the = formula, in cell D5 enter the formula as “=A5=B5” and enter to see the result as true, now drag the formula to the bottom of the table to se...

How To Display Only One Critical Path With Multiple Projects Opened In Primavera P6 || dptutorials You know that in Primavera we can work with multiple projects simultaneously at the same time. when we open 2 projects, by default Primavera show 2 critical paths, as each project will have its own critical path. What if? we want to show only 1 critical path for the program consisting of two projects. Let us see this in detail in this tutorial. Click F9 or schedule icon and click on Options In general tab, under “Calculate float based on finish date of”. Check on “Opened projects” rather than each project Click Close and click on schedule button to run Schedule. Now we can see Primavera display only 1 critical path, you can see the bars in red. This critical path is being calculated based on the Finish date of Project 2 to calculate the Total Float. So friends, in this way you can display only one critical path with multiple projects opened in Primavera P6. For Persona...

Excel Trick#53 - How to create Radio buttons in MS Excel || Excel Tips || dptutorials Options button or Radio button can be used in Excel to choose a particular option from some multiple options. Let us consider an example that you are creating a survey and you require to create questions with 4 options to choose from. You have to get the answer of the option that has been selected like this. To create option buttons, first you need to go to Developer tab. To add developer tab like this to menu bar, you need to right-click ribbon and select customize the ribbon option and then under Choose commands from drop-down menu, select all commands, click on Developer command and click on add button to add that control into the main tabs to the right side and click ok. Once the developer tab is added to your menu bar, go to Developer tab in the menu bar, under Controls group, click on Insert and from the “ Form Contro l” click on option button and draw a rectangle on the sheet to ...

How To Use The Progress Line In Primavera P6 || Primavera Tips || dptutorials You know that the Primavera has got the feature called Progress Line, which can be used to compare Actual Progress with the Baseline on Gantt chart. Today, in this tutorial, let us learn how to do this. 1. Let us consider a simple sample project like this and then maintain the baseline as the same current project and let us assign it as a Project Baseline. 2. Then let us update the project. I will be updating the schedule randomly say like. Activity A finish 2 days late so Activity B start late, which is behind the schedule. Activity C finish 2 days early so Activity D start early, which is ahead of schedule. Schedule the project and let us compare the current progress with baseline. 3. Right click on Gantt chart and select Bar chart option. 4. Go to Progress Line tab, Select the option called “By connecting progress points based on activity’s” and from the drop-down menu select the “Percent C...

Excel Trick#52 - How To Compare Format Of Two Cells In Microsoft Excel || Excel Tips || dptutorials In this tutorial, let us learn how to compare the format of two cells in Excel 1st Example: In cell A5 and B5 let us put the date as 12/9/2018 i.e 12th Sep and now let us format A5 to display as 12/9/2018 and format B5 to display in a different format like 09/12/2018 that means we are keeping the format of cell A5 as dd-mm-yyyy and format of B5 as mm-dd-yy and let us check the format in both the cells A5 and B5 same or not, using the formula as =CELL(“format”,A5)=CELL(“format”,B5) which gives the result as FALSE which is correct 2nd Example: Now let us test with the other formats, we have 27.11 in A6 and B6 but lets us show two decimals in A6 and only one decimal in B6, so the only difference being the decimal places. Hence, both the cells contain the same value with different format. Here, let's try with the same formula by dragging the cell C5 to C6, to see the re...

In Primavera, when we click on filter called critical path, it only show 1 critical path by default. But, in some complex projects, we might need to show some more critical paths like “near critical” path. In this video, I will show you how to do display multiple critical paths in primavera P6. Let us consider a simple project like this: Press F9 to schedule In the Schedule dialog box, Click on Options Click on “Advanced” tab, tick the Checkbox “Calculate multiple float paths”. Under “Display multiple float paths ending with activity”, select the last activity i.e J Under Specify the number of paths to calculate: type the number, for example: 2 as we wanted to show 2 paths. Click Close and Now, click on Schedule. Right click on activity table, click on Group & Sort Under Group By, choose “Float path” and click OK Now Primavera will display 2 critical paths like this. For Personalized detail learning, write to dptutorials15@gmail.com If you found this vid...

A Gantt chart is used to represent the project schedule in a graphical view. Do you know that the Gantt chart has been named after Henry Gantt. Let us learn how we can prepare a gantt chart in excel. However, there are many scheduling tools to prepare a project schedule In this tutorial, we shall be using the stacked chart to generate the gantt chart and let us see how to do this now. 1. I am considering a sample schedule with 5 activities like this as shown in B2:D7 having activities, target dates and duration 2. Select the entire data range B2:D7 3. Go to Insert tab from the menu bar, in the charts section, click on horizontal 2D stacked bar 4. Right click on the chart area and click select data 5. “Select Data Source” dialog box will then appear, Click on “Edit” button under the category of Horizontal (Category) Axis Labels and select axis label range as B3:B7, click ok. 6. Under Legend Entries (Series), Click on add to add a new series 7. Under series name: typ...

In this tutorial, let us learn how to trim activity IDs in Primavera P6. Consider a sample project like this. For example, let us target to remove the “A” letter in Activity IDs in this project. 1. First you go to the menu bar and go to Tools, select Global Change 2. Click on “New” button. 3. In the "If" section leave it blank and go to “Then” section, In Parameter select “Activity ID”, In Parameter/Value select “RightString(Parameter,#)” 4. Then click on this field to give the “Parameter” value as “Activity ID” and “#” value to “4”. 5. Click on “Change” button. 6. P6 will now show you a preview of the changes. Click on “Commit Changes” button and then click on OK. 7. Now you can see there is no “A” letter in your Activity IDs. Similarly, this trick can be applied to Trim Activity Names and other text fields in Primavera. For Personalized detail learning, write to dptutorials15@gmail.com If you found this video valuable, give it a like. If you know some...

Thermometer chart can be used for displaying the percentage progress, it can be used for better visualization in the dashboards. This is the sample chart that I have already developed. Let us get into the tutorial now to learn how to create a thermometer chart in Excel. In this example, let us consider that we have Plan vs Actuals for 10 people, and let us calculate the total of the achievement and then % achievement, so we have got 70% achievement out of 100%. • Select the cell C16, go to insert tab, go to charts section and click on insert column chart and select 2D column chart. • Delete the chart title and X-axis. • Right click on the bar, select format data series and under series options, set the series overlap to 0% and gap width to 100% • Right click on the vertical axis, format axis and set the minimum value to 0 and maximum to 1 and close. • Adjust the width and height of the chart to look like a thermometer shape • Go to insert tab and insert a oval...

Generally if we want to remove relationship for any activity in Primavera P6, Select any activity, go to activities tab and go to relationships here you will find both the Predecessors and successors, you can click on remove button to remove relationships. But What if we want to remove relationships for multiple activities. consider this example, You have a group of activities like this in a WBS, which need to be removed all relationship. You can select all activities,right click, click on Assign and then Click on either Predecessor or Successor Then select all activities and click on Remove button. Now you can see all relationship has gone. For Personalized detail learning, write to dptutorials15@gmail.com If you found this video valuable, give it a like. If you know someone who needs to see it, share it. Leave a comment below with your thoughts. Add it to a playlist if you want to watch it later. *************************************************************** Read ...

If you are maintaining a To Do list in your personal life or at workplace, if you are tracking this regularly and if you want to make it as a checklist, here in this video let us discuss how to do this in Excel. Let us consider an example like this We have list of activities in column B and Status in Column C In column D, if we want to insert check marks for those activities that are done., we have to enter a formula to apply conditional formatting. In cell D2, enter the formula as =If(C2="yes",1,0). So this would give us the result as 1 if the activity is completed and 0 if it still pending. Drag the formula till the end. Now, let us apply conditional formatting to this column D Select the Cells Range, In the Home Tab, from Styles group, click the conditional formatting and select New Rule.  Under Select a rule type section: select the first one, format all cells based on their values Under Format Style: select icon sets Click on green Icon & from the dr...

Consider this project as an example here in this tutorial. Let us try to show only activity which finish on 04-Jul-18. What we generally do is, we create a filter like this: But you will notice that the screen goes blank without showing any activity. But why does this happen? Let us know the solution now. You need to show the time of activity by going to Edit, User Preferences , Dates tab, In “Time” section, click on “24 hour” Now you can see the date format showing the Time for start and finish. You should have noticed by now that when we created a filter, primavera will treat the time as 00:00 by default. That’s why P6 can not find any activity. So let us modify the filter again to cover the entire day like this. Now, P6 will  show  the activity which has finish date of 04-Jul-18. That's it friends. For Personalized detail learning, write to dptutorials15@gmail.com If you found this video valuable, give it a like....

How to remove all Hyperlinks in Excel Hyperlinks help users to go to another place instantly in the excel.  You can hyperlink to various places wherever you wish to land. One can link to Existing file or web page, place in the document, create a new document or  email address. It is very easy to remove a single hyperlink by just right clicking on the cell and select remove hyperlink. But, if you want to remove multiple hyperlinks, it would be a tedious job to do one by one. You can do that in a single go using the following trick. Select the column or range where you want to remove all the hyperlinks and then Go to Home tab, in the editing group, in the clear drop-down menu click Remove hyperlinks . That's it, in this way you can remove all the hyperlinks in the excel sheet in a second. For Personalized detail learning, write to dptutorials15@gmail.com If you found this video valuable, give it a like. If you know someone who needs to see it, shar...