Skip to main content

2.1 : Primavera Learning - Getting Started | Navigation toolbars || Primavera Tutorial ||dptutorials



Hello Friends,

Let us get to know the general idea of primavera software After the installation, let us open the tool

On the Login Screen,by default the login credentials are admin for both the login name and password.
On the database, by default it is ORAPMDB.

If you have any other installed serves in your organization, you can select that. if not, let the default be there and Click Ok to Login.

This is the startup window containing the Enterprise data and project data. Enterprise data comprises of Projects, Resources, Reports, Tracking Project Data comprises of WBS, Activities, WPs&Docs, which gets enabled only when a project is opened.

First let us see how to set the startup window.
Go to Edit tab, click on User Preferences, go to application section and in the Startup window, from the drop down menu, select the particular section that you wish to see as a startup window.

You can change the password by going to the password section and then set the new password as per your wish.

If you want to change the language of tools, go to tools tab in the menu bar, select set language and from here you can select the desired language from the drop down menu and click ok.

Now, let us see navigation of toolbars,

1. Top most bar is known as the Title bar, it displays the name of the opened project, it will show as No current project if no project is opened.

2. The bar below the title bar is called as Menu bar, you can toggle multiple tools on this menu bar.

3. click on view tab, click on toolbars and select the toolbars that you wish to make them visible. I am selecting the Navigation now.

4. This is called as Navigation bar

5. I also select the directory bar. you can hide/unhide the toolbars as per the requirement.

6. The bottom most bar is known as status bar.

7. Click on Projects from the home tab, to view all set of projects

8. Using the projects tab, you can add/delete projects

9. Using the Resources tab, you can add three types of resources, i.e labor, non labor and material

10. Next, let us go to Reports section in the directory bar, this shows all the types of reports

11. Next item is tracking, this will be primarily used for updating the schedule of a project.

12. Next is WBS, this section will be active only when any project is opened. You can add, delete and do any actions regarding the WBS elements using the buttons in the command bar which is at the right most side.

13. now, go to activities window, from here you can add/delete/replace activities, durations, dates, relationships etc in this activities window. We shall be discussing all these in detail in upcoming tutorials.

14. Next is Assignments, here we can assign the resources to any activity or WBS

15. WPs & Docs, it is Work products, here we can store all our important project related documents viz., contracts, drawings, scope documents, specifications, comments. Basically, this would serve as a document management tool.

16. Next is the Expenses section, where all the budget related information can be fed into this section.

17. Next items Threshold, Issues, Risks shall be discussed in upcoming tutotrials.


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/2kB14dh
Labels:

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 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...
22 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