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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.


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