PRIMAVERA 6.

0 (ADVANCE COURSE Training Material)

Objective:

 Targeted Role:

Programme Managers, Project Managers, Planner/ Schedulers.

 What Participants will gain :

Provides in-depth project management training in P6 client-server-based

solution, building off skills learned in the basic course (102). Course
includes advanced topics like earned value analysis, importing & exporting
project data, resource analysis, users & security profiles, etc.

 Prerequisite:

P6 Basic Course – 102

 Course level:

Advanced

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Course Contents:

1. Brief summary of Basic (102) Course topics…………….……….....4

2. User defined fields……………………………………………………..5

3. Advance scheduling……………………………………………………7

4. Analysing Resource assignment :…………………………………..10

a. Activity usage spreadsheet

b. Activity usage Profile

c. Resource usage spreadsheet

d. Resource usage profile

5. Resource codes……………………………………………………...15

6. Resource curves……………………………………………………..19

7. Duration Types……………………………………………………….23

8. Percent Complete Types……………………………………………27

9. Financial Periods…………………………………………………….30

10. Export Import : (P6 – P3, P6 – Microsoft Project , P6 – Excel sheet)…...33

11. Earned value Analysis………………………………………………51

12. Creating Reports…………………………………………………….55

13. Tracking Layouts…………………………………………………….65

14. Threshold & Issues………………………………………………….70

15. Users & Security profiles……………………………………………74

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1. Brief summary of Basic (102) course:

Topics we covered in the basic course:

1. Introduction to P6 layout

2. Global / project specific data

3. Creating EPS (Enterprise Project Structure)

4. Creating Projects

5. Creating WBS

6. Creating & Assigning OBS

7. Calendars (Global, Project, Resource Calendars)

8. Adding Activities / Activity ID

9. Activity Steps

10. Activity Types

11. Work products & Documents

12. Relationships

13. Scheduling

14. Constraints

15. Activity Codes

16. Group & Sort / Filters

17. Customising/saving Layouts

18. Currencies

19. Resources & Cost

20. Expenses

21. Global Change

22. Creating & Assigning the Baseline

23. Updating actual progress

24. Taking printouts

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2. User defined fields

User-defined fields enable you to add your own custom fields and values to the
project database. For example, you can track additional activity data, such as
delivery dates and purchase order numbers, or resource and cost-related data,
such as profit, variances, and revised budgets.

To create user-defined fields, choose Enterprise, User Defined Fields. In the drop-
down list at the top of the dialog box, select the subject area of the product where
you want to use the new field, such as Activities, Activity Steps, Activity Resource
Assignments, Projects, Resources, WBS, Expenses, Issues, Risks, and Work
Products & Documents. Click Add. Enter the user-defined title and data type for the
new field.

Creating User Defined Field:

Once you create user-defined fields, you can perform all of the following tasks:

 Display user-defined fields in the columns of the Activity Table and then
print the layout. You must add columns for user-defined fields in order to
enter/select data for that field.

 Group, sort, filter, and view data summaries when grouped in a layout by
user-defined field.

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 Add user-defined fields to reports you create or modify existing reports to

include user-defined fields.

 Use Global Change to assign values to Activity, Activity Resource

Assignments, and Expenses user-defined fields.

 Create bars for user-defined date fields and view them in the Gantt chart.

Adding “QUANTITY” user defined field data type: “number”

In activity subject area

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3. Advance Scheduling

Defining critical activity

Selecting “retained logic” or “progress override” option

Retained Logic:

When scheduling using retained logic, any activities that start out of sequence will
not be able to complete until its predecessor has finished. The remaining duration
of the successor activity is scheduled to begin after its predecessor activity is
scheduled to finish.

In other words, using retained logic; incomplete activities will be scheduled

according to the network logic. The "actual" part of the activities can violate logic,
but not so the incomplete part. So for example, an activity that started before its
predecessor was completed, will present the incomplete portion as if the entire
activity was not started (the remaining portion will start after completion of the
predecessor, creating a gap in the activity).

In this scheduling method incomplete activities are scheduled based on the

network logic.

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Example of scheduling Progress override:

When scheduling using progress override, Primavera will ignore the relationship
logic and schedule the remaining duration of the successor activity from the data
date.

In this scheduling method incomplete activities are scheduled based on the

progress of activity and/or its predecessors, ignoring the network logic.

Example of scheduling using retained logic

In above example, activity “A” has successor activity “B” with Finish to Start
relationship and zero days lag. So logically activity “B” can start only after activity
“A” is finished.

In our example, “B” has started out of sequence before finish of “A”. As we have
selected retained logic option, the remaining part of “B” will start only after "A" is
finished, thus not violating the network logic for the incomplete portion of the
activity.

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Example of scheduling using progress over-ride:

In the layout below, scheduling is done using progress override. Activity “A” has
Finish to Start link with activity “B”. But activity B is started out of sequence (Before
finish of activity A). As progress override option is selected the remaining part of
“B” will start before “A” finishes violating network logic starting immediately after
data date.

Scheduling using progress override:

Note: Black & Veatch programmes use retained logic, not progress override.

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4. Analysing Resource assignment :

After loading the programme with resources, we can analyse resource and cost
distribution throughout the programme using the following toolbars in P6:

1. Activity usage spreadsheet (tabular form)

2. Activity usage profile (graphical form)
3. Resource usage spreadsheet
4. Resource usage profile

 Activity usage spreadsheet

The Activity usage spreadsheet displays budgeted units and cost data in a
spreadsheet format distributed throughout the project duration at specific time
intervals (for example, week, month, quarters, or year).

The Activity Usage spreadsheet sums the total of all resources assigned to that
activity.

From the activity usage spreadsheet we can get the following information:

1. How much is the total cost as well as cost for each type of resource
(Labour, Non-labour, and Material) required accomplishing the activity.

2. How much we are going to spend by month for an activity, WBS or for the
whole project.

3. We can also get planned vs. earned and spent information for each activity,
WBS or project.

From activity usage spreadsheet we can’t get information for each resource or a
group of resources. To get the units & cost information by resource we have to use
resource usage spreadsheet.

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The activity usage spreadsheet layout showing planned, earned, spent values by
quarter for each activity:

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 Activity usage Profile

It’s a graphical representation of the activity usage spreadsheet.

In the activity usage profile, we can get the same information as in the activity
usage spreadsheet but in graphical format.

The Histogram shows resource & cost information at specific time intervals
(weekly, monthly, quarterly etc.) while the curve gives cumulative cost/units
information.

Project “S” Curve (Planned Value Curve)

Project Cost Histogram

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 Resource usage spreadsheet

The Resource usage spreadsheets display resource unit/cost information for each
resource or a group of resources.

Resource usage spreadsheet shows:

- Budgeted units/cost distribution by Resource

- Remaining & Actual units/ cost for each Resource
- How a resource is distributed across the duration of the activity i.e. linearly,
front loaded, etc.

Resource Usage Spreadsheet

Resources usage spreadsheet – showing Budgeted Time allocation for a resource

- “James Mathew” in the Project

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 Resource usage profile

Graphical representation of the resource usage spreadsheet.

From the Resource Profile we can analyse the performance of each resource or of
a group of resources.

From this you can determine:

- Is the resource over loaded or not?

- During which period resource is the resource free or idle? So that we can
allocate it to other activities.

- How much are we spending on a particular resource?

This is a very useful tool for effective resource utilisation in projects.

Resource usage profile toolbar

Resource Profile for James Mathew

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5. Resource codes

Resource codes are used to group resources based on different criteria. Resource
codes are global which means that the same resource code can be assigned to
resources in different projects.

Resource codes are used to roll up resources into higher categories and to display
rolled-up resource values.

Example:

Project “XYZ”

In the above example, we have allocated 5 no. resources to project “XYZ”. If we

want to track the cost by organisation & discipline, we can use resource codes:

Step 1: Create Resource codes & code values as below (Steps: Enterprise –
Resource Codes – Modify – Add resource Codes)

Resource Codes Code Values

Organisation Consultant A, Consultant B
Discipline Planner, Mechanical Engineer, Design
Engineer

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Step 2: Assign Resource codes to Each Resources.

Steps: Open Resource window – Codes - Assign

Assigning code value “Planner” to James Mathew

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Step 3: To get the cost by organisation, customise Group by organisation. To get

by discipline, customise group by to discipline.

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Resource Cost Grouped by Organisation

Resource cost Grouped by Discipline

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6. Resource curves

Resource/cost distribution curves enable you to apply different distributions of

resource and cost over the duration of an activity. Resource units and costs are
distributed evenly across the activity unless you specify nonlinear distribution
using curves.

Primavera provides a number of pre-defined resource curves, and allows the

user to create additional resource curves

Assigning Resource curves:

1. Go to resource usage spreadsheet

2. Insert column “Curve”

3. Double Click the row where you want to insert curve

4. Select the curve from the list

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To create a manual curve:

Steps: Enterprise – Resource Curves

Click on “Add” to create a new resource curve

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Select any one from a list of existing curves

Specify name for new curve and click on “Modify” –

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Change % allocation to create a manual curve

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7. Duration Types

The duration type setting allows you to control how Primavera synchronizes the
Duration, the Labour/Non labour units and the Resource Units/Time for activities so
that the following equation is always balanced:

Duration * Unit/Time = Units

Four types of Duration types:

1) Fixed Duration & Units

2) Fixed Duration & Units/Time
3) Fixed Units
4) Fixed Units/Time

When any one of the three planning parameters (Duration, Unit/Time or Units)
changes, P6 automatically changes the other parameter to balance the following
Equation:

Duration (days) * Units/Time (works hours/ day) = Units (Total Budgeted Work
Hours or Total Work)

The following table shows for each duration type what P6 changes automatically
when we change any one planning parameter:

Duration Type When you When you When you When you add
change change Units change another
Duration P6 P6 changes... Unit/Time P6 resource P6
changes... changes… changes…
Fixed Duration Unit/ Time Unit/ Time Units Unit/Time
& Units
Fixed Duration Units Unit/ Time Units Units
& Units/Time
Unit/ Time Duration Duration Duration
Fixed Units
Fixed Units Duration Duration Duration
Units/Time

Four Cases of the example given below

To understand how duration types affect planning parameters see example below:

Example:

Resource R1 is working 8h/ day for 10 days to finish some work.

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As Duration * Units/Time = Total Budgeted Units (Quantity of work)

10 Days * 8h/ day = 80 Man-hours

Assumption: Work duration is reduced from 10 days to 5 days.

Case 1: Fixed Duration & Units

- Revised duration = 5 days

- Since the units are fixed, P6 will change units/ price by forcing resource to
work 16 hours/ per day to finish the work in 5 days.

Case 2: Fixed Duration & Units/ Time

- Since Duration & Units/ Time are fixed, P6 will change the units, so during
the 5 days only 40 man-hours of work will be completed. This is because the
resource is not allowed to work more than 8 hours/day (fixed). Consequently,
only half the work will be done.

Case 3: Fixed Units

- Units are fixed so by changing duration, P6 will automatically change

unit/time. In other words total work must be accomplished within revised
duration there by forcing the resource to work more hours per day.

Case 4: Fixed Unit/Time:

- Here also as in case 2 resource can’t work more than 8 hours/ day so
only half of the works (i.e. 40 hours of work) will be finished.

As in this example our priority is to finish the whole work within revised time
duration we will keep either fixed units or fixed duration & units.

So depending upon circumstances we have to decide what duration type we

should keep for each activity. The default type is Fixed Duration & Units.

Note:

In Black & Veatch programmes we do not have activity durations dependant on

resource availability. Rather we decide need for resources to accomplish quantified
work within planned duration, means our duration & units (the amount of work) are
fixed. So by default we keep fixed duration & units for all BV projects.

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To set the duration type for a project:

Project window – Open Project Details Bottom Layout – Click on Defaults

Set appropriate Duration type for the Project

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To change the duration type for individual Activities within a project:

Activity Window - Open Activity Details bottom layout – General

Change duration type for activity

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8. Percent Complete Types

In P6, progress can be updated using 3 types of percent complete:

1. Duration % complete
2. Unit % complete
3. Physical % complete

Selecting % Complete Type: General

Selecting % complete type for activity

 Duration % Complete:

 Establishes direct link between % complete & Remaining Duration.

 When you change % complete, actual units & remaining duration will be
automatically updated(Actual units & time will be automatically updated only
when Project detail setting is checked for “Recalculate Actual Units/cost
when duration % completes change”)

Drawback:

Take an example of activity for example ‘Site Excavation’

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Budgeted man hours = 1000 man-hours

Original duration = 10 days

After 2 days only 10% of work is done,

Duration % complete = 10 %
Actual units spent = Total Budgeted Units * Duration % Complete =
= 100 man-hours

Remaining duration
= Original Duration – (Original Duration * Duration % Comp)
= (10 - 10 *10%) = 9 days

But now we recognise that still we require 10 more days (10 remaining days
or forecast 12 days as 2 days have already been spent)

As we adjust remaining duration from 9 days to 10 days, the percent

complete will be adjusted to 0, as it is correlated to original duration (Since
RD = OD, no progress has been made and percent complete = 0)

 Unit % Complete:

When you select the % complete, actual units & remaining units will be
automatically updated. This type of % complete is used when actual units are
directly co-related with % complete.

The actual units will only update correctly once (meaning one entry). All future
updates or changes to current update will not update the actual unit values until
the activity is completed. To update correctly, the unit % should never be
updated on the activity after the first entry. All future updates should be done
on the resource assignment by updating the actual units to match what the new
unit% should be. Then, the unit % takes on the right percentage and the
remaining units and at completion units are correct.

Drawback:

Take the above example of activity ‘Site Excavation’

Budgeted man hours = 1000 man-hours

Original duration = 10 days

After 2 days only 10% of work is done so,

Unit % complete = 10 %
Actual units = 100 man-hours
Remaining units = 900 man-hours

Now we recognise that we still require 1000 more man-hours (1000

remaining hours or forecast 1100 hours as 100 hours have already been
spent)

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As we put 1000 remaining hours the % complete will be converted to 9.09%

as 100 (actual hours) is equal to 9.09% of total units (1100).

 Physical % complete:

If our progress is not correlated to duration or units, the best way to update
progress is using physical % complete.

In this case each time we update progress, we have to manually update

remaining duration, actual units & remaining units as none of them will change
automatically after updating physical % complete.

This is the preferred method as it will provide true EVA values for work
performed via correct percent complete calculations, and give the correct dates
for execution of the remaining work. This method allows for incorporation of all
knowledge of when tasks will be performed and of how much work has been
done.

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9. Financial Periods

 Customized financial periods provide more accurate display and reporting of

actual units and costs rather than spreading costs evenly throughout the
length of a project (in other words, once progress is updated the actual units
and costs are linearly distributed between the actual start of an activity and
data date; if we want to freeze actual costs and units for each update we
can do it by creating financial periods.)

 If your organization always updates the schedule according to the same

time interval (i.e., every week, every month, every quarter, etc.), you can
quickly create a batch of financial periods. If the schedule is updated
irregularly, you can create single financial periods each time.

 Minimum period allowed to create financial period is one week.

 When financial periods exist in the Financial Period dictionary, users can
store period performance (means users can freeze actual costs and units
data for each financial period)

 Steps: 1 (To create financial periods):

Admin – Financial Periods – Add –

 Select Start & Finish Date for the period Batches you want to create

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In case we are updating schedule every 2 weeks, we will create batches of

financial periods at every 2 weeks interval for the entire batch.

To create Batches

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Step: 2 (To store period performance):

After we update progress, we can store the actual data for each period.

 Tools – Store Period Performance – Select the Batch dates & store.

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10. Export and Import : ( Sending / Receiving P6 Files):

- Export – Import is used to send copy of XER file to some other user using
different database.

- An XER does not have to be exported and imported back into the same
database for another user or another node. Copy and Paste will do this
much faster. Or, you can put your cursor in the very left of the EPS and the
curser will change to a white sheet. This will enable you to grab a project
and move to another node

- To send P6 file to other users or to save it in any folder we have to export it.

1) Exporting the project into P6 XER format:

Steps: File – Export

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2) Select export format Primavera (XER) format, next

Other export options:

 Microsoft Project : To convert project from P6 into Microsoft Project (MPP,

MPX version)

 P3 : To convert P6 project into Primavera project planner (P3) format

 Spreadsheet: To transfer project data into Excel (XLS) format

 Primavera Contractor: To transfer P6 project into Primavera Contractor

 Primavera PM : Transfer P6 project into my primavera (web version)

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3) Select data type project, next

4) Select the project which has to be exported from a list of open projects, next

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5) Click on the tab to specify the name of the exported project file, next

7) Type the file name & selection the location where project has to be stored.

8) Save the project file & click on Finish.

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Import: (Opening an existing P6 file)

- Click File – Import, next

- Select Import format primavera XER, next,

- Select Data Type: Project, next,

- Click on the Tab to select the file that has to be imported into, next,

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- Click the Tab

- Select the EPS where project has to be imported, next, Finish

- To open the imported project file, go to Projects Window, select project, right
click and click on open project.

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Exporting Project from P6 to Primavera Project Planner (P3):

- Click on File – Select the export format P3 (as here we are exporting into P3
format), next

- Select Project that has to be exported, next

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- Specify 4 character Project ID (as all P3 projects have 4 character ID),next

- Specify location of P3 project has to be stored in, next

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- Specify the planning unit you want to keep in P3 format (hours or days), next ,
Finish

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Importing Project into P6 from P3:

Here is an example of how to import project from P3:

File – Import – P3, next

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Select the P3 Project which has to be imported from P3 Project group, next

Select the EPS under which project has to be imported into, next

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Select Parental Resource name from existing P6 resource list (has to be created
before we import the project) under which resources of imported project will be
stored, next

- Finish

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Exporting Project from P6 to Excel:

File – Export – Select option: Spreadsheet

Select data type to be exported

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Select Projects to be exported (P6 will show you list of all opened projects)

Click on modify the export template

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Add/ Remove columns you want to export into excel:

Select the location where the excel file has to be saved

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Excel file exported from P6:

You can modify the data into excel and then again can import into P6.

Note:

1. To import excel file into P6, the data should be in same format as it was
exported i.e. you can not change column headings as this is a specific format
requirement for P6 import

2. The excel file being imported into P6 must be closed. (if it is open then while
importing it will show error : invalid file name)

3. P6 project under which you are importing the excel file has to be opened.

(Note: If you are using P6 through spring board then file manager should always be
open for export & import)

Most Important:

To import it back into P6 from Excel, the column headings must be in the same
format as we exported it from P6 into Excel.

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To Import Excel file into P6:

File- Import- Select the spreadsheet option, next

Select the excel file to be imported, next

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Select the data type to be imported, next

Select the project under which you want to import excel data, next, Finish.

(P6 will show you the list of all opened projects)

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11. Earned Value Analysis

Earned Value Analysis is a technique for measuring project progress &

performance via time & cost.

To understand the concept of Earned Value, we should know following parameters:

1. BCWS (Planned Value Cost)

= Budgeted Cost of Work Schedule
= Total Baseline Cost * Schedule % Complete

2. BCWP (Earned Value Cost)

= Budgeted Cost of Work Performed
= Total Baseline Cost * Actual % Complete

3. ACWP (Actual Cost , Value of Work -VOW)

= Actual Cost Incurred (Labour + Material+ Equipment + Other Expenses)

4. SV (Schedule Variance)
= Earn - Plan

5. CV (Cost Variance)
= Earn - Actual

6. SPI (Schedule Performance Index) = Earn / Plan

7. CPI (Cost Performance Index) = Earn / Actual

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Example:

- Activity : xyz
- Duration: 10 days
- Baseline Total Cost: 1000 GBP (linear distribution across duration of
activity)

Suppose after 5 days 40% of work is completed and we have incurred (accrued) a
cost of 550 Pounds to finish this amount of work.

So, Plan = 1000 * 50% = 500 GBP

Earn = 1000 * 40% = 400 GBP

Actual = 550 GBP

SV = 400 – 500 = -100 (minus sign shows project is delayed)

CV = 400 – 550 = -150 (minus sign shows cost over run in project)

SPI = 400/500 = 0.8 <1 which is not a good sign (shows behind schedule)
CPI = 400/550 = 0.73 <1 which is not a good sign (shows cost over run)

P6 calculates all these performance indicators automatically as we update

progress.

The layout below shows key peroformance indicators calculated for SEMD project:

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A P6 layout showing Planned Vs Earned Value for Hartley Wintley Project:

Planned Value Curve

Earned Value Curve

Explanation:

Orange curve is for cumulative earned value cost & Green Curve is for cumulative
planned value cost.

From above curve we can analyse that during the mid of the project earned value
is higher than planned value i.e. we were ahead of schedule but from last two
months earned value is less than planned value i.e. we slipped behind the
schedule.

Yellow Bars: Show the budgeted cost (baseline cost) by month

Blue Bars: Show the Actual cost by month

Green Bars: Remaining cost by month

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Note:

If you have assigned baseline as a primary baseline then you should select
option “calculate earned value based on primary baseline” to get the correct
earned value otherwise p6 will calculate earned value from current project.

To select that option go to Projects window, select the project, click on settings,

Select option User’s primary baseline (for earned value calculations) if you have
assigned baseline as primary baseline

Select “Project Baseline” option is you have assigned baseline as a project

baseline.

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12. Creating Reports

In P6 we can customise information to create reports.

P6 can create total value as well as time distributed reports. The report data can be
transferred directly into Excel to customise it into well presentable form.

Creating Total Value Reports:

Example: Create a report which contains activity id, activity name grouped by
WBS, Baseline start, Baseline finish, Forecast Start / Finish, Budgeted Total Cost

Steps:

Go to Reports Window – Click Add, next

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(Note: while creating the report we have to select subject area based on what
information we want in the report)

Select subject area – Activities, next, select additional subject area if required, next

Select the columns required in the report, next

Group the report by WBS, next,

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- Specify report Title, next

Run Report:

We can run report as a print preview, HTML or we can directly transfer data into
Excel.

Select option to run report as a print preview

Select option to send the report data into Excel sheet

Once the report is created, it can be saved under a report group and can be run for
any other project at any time. To run the same report for any other project, open
the project and run the report.

As we update progress or make changes in project data, reports automatically

incorporate changes in them, so we don’t have to create a new report every time.

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Time Distributed Reports:

Time distributed reports show units & cost information distributed over time i.e. by
week, month, year etc.

Example: Create a report which shows planned, earned, actual value cost every
month.

Reports – Select Time Distributed Data, next, select subject areas, next

- Select columns planned, earned, actual cost , next

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- From Timescale select Date interval as Month

From Time Interval Fields Select required fields: Planned, Earned, Actual Cost,
next

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- Save report.

To see the report click on “Run Report”

Select Print Preview - OK

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Print Preview of Time Distributed Report: (showing planned, earned, actual cost by
week)

To transfer the above report into Excel select ASCII Text File option - Ok

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Report extracted into an excel which can use it to prepare Metric Reports.

Cost Data extracted from P6 and converted into percent to use into Metric Report

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Below is the typical example of Metric Report for the “BOUGH BEECH” project
created from data pulled out from P6.

Major Milestones Planned, Earned, Spent value curves

Float Erosion Curve for Project

Cumulative Schedule Performance &

Cost performance Indices

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Creating Report Groups:

Report groups can be created to categorise the reports. To create report group go
to Tools – Reports – Report Groups

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13. Tracking Layouts:

Tracking layouts are used to manage multiple projects; in other words, through
tracking layouts we can analyse data at EPS level. The lowest level data we can
see via tracking layouts corresponds to WBS levels.

Tracking layouts can be used to prepare summarised reports for management.

Four types of tracking layouts can be created:

1. Project Bar Charts

2. Project Gantt/Profiles
3. Project Tables
4. Resource Analysis

In tracking layouts we can get information about resource/ cost profiles or curves,
project tables (eg. Earned value table) for an EPS, Sub EPS, Project or WBS.

Summary Bar for EPS: Southern Water

A typical tracking layout showing Cost Profile & Cost Curve for EPS: Southern
Water

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Another Tracking Layout showing Earned Value Table for all projects under the
EPS: Southern Water

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Opening existing Tracking Layout:

Click on Tab

Select the layout to be opened

Click on open

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Creating a new Tracking Layout:

Go to Tracking Layout window – Click on display – Layout - New

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Type Layout Name – Select Layout Type -- OK

Customise the fields required in the Layout. You can also apply filter or group by to
Tracking Layouts

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14. Threshold & Issues

Issues are known as problems within a project plan that require attention or
corrective action.

Thresholds are defined in the project to automatically generate issues. These

thresholds can be associated with either WBS element, Activities or Resources.

After deciding threshold parameter, we can set the limits for it. As we monitor the
threshold, the activities or WBS which violate the threshold limits will come out as
an issues.

Example: We want to see all the activities in a project having Schedule Variance
greater than £1000 but less than £ 2000, so that we can concentrate more on
those activities.

For that we have to create one Threshold which has upper limit 2000 Pounds.

Steps: Go to Threshold Window - Add

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Select Schedule Variance from the list of Threshold Parameters:

Specify lower and upper Threshold limits

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Select WBS to be monitored Select Detail to Monitor “Activity”

Click on Monitor

- It will list out all the activities which have Schedule Variance less than £ 2000 &
more than £1000 as an Issue.

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- Viewing the issues:

To see the issues click on Issues window

Activities violating threshold parameter limits

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15. Users & Security profiles

In P6 we can create number of users to use Project management Module based on

licence acquired from Primavera.

There are 2 types of Security Profiles:

1. Global Security Profile: Through Global Security Profiles we can set global
privileges for each user so that he can view, edit, modify global data like
Resources, Global Calendars, Global Activity codes etc.

2. Project Security Profiles: Through Project Security Profiles we can set

Project level Privileges for each user so that he can view, modify, delete
project level data like : creating relationships, assigning resources,
assigning activity codes, creating and assigning work products & documents
etc.

One user can be assigned with only one Global Security Profile. But multiple
Project Security Profiles can be assigned to one user.

For more information about creating users & assigning Security Profiles to Users,
please read Theresa Richardson’s Template Titled “Administering Users and
Security in P6”.

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