Primavera P6 Basics
Admin Preferences Used for
1. Start Day of the week
2. Working hours per day/week/month/year.
3. Industry selection for nomenclature pre-set.
Other options include “Data limits, ID length, EV, Reports, rate type and options.”
User Preferences Used for
1. Time units
2. Date format
3. Currency
4. Wizard assistance preferences
Other options include “Resource Analysis, Calculations, and Start-up filters”
EPS: Top Management of any Organization will have access to their entire portfolio and respective
projects in P6. (Unique feature available only in P6)
WBS: Break-down of project in chunks (civil works, Structure works, finishes etc) and then defining
activities. (After Project is created)
Creating New Project:
1. Select EPS and select new from file or “Ctrl + N” and choose appropriate EPS.
2. Provide project ID and Project Name
3. Provide Start Date/Finish Date and Project Manager (OBS).
4. Above details can be change once project is created.
Creating New Calendar:
1. Under “Enterprise” choose “Calendar”
2. Choose type of Calendar between Global/Resource/Project*
3. Create new by “+Add”
4. Define work week – Working hours/ weekly off/ Start and finish of the day.
5. Trick to create a calendar is to use Project ID number for Calendar for unique calendar for
each project.
Creating Project WBS:
1. Select “WBS” from “Project Menu”
2. Rt. Click on Project select “+Add”
3. Keep adding required WBS and name them accordingly.
4. Sort as required.
Adding Activities under Project:
1. Once the Project is created, select it and under “Project Menu” choose “Activities”
2. Choose WBS and add required no of activities.
3. Change activity type in general tab to “Start milestone/finish milestone” (default is resource
dependant)
4. Select Activity and choose “Assign” from Predecessor/Successor and select the required
activities.
5. Define relationship FS/SF/FF/SS.
6. Click on schedule button for updating the schedule.
7. Project Constraints – Must Start /Must finish can be used to define constraint date for
Projects.
8. Activities can also be implicated with different constraints such as “As Late as possible/
Finish on/ Finish on or After/ Finish on or before/ Mandatory Finish/ Mandatory Start/ Start
on” and can be found under “general > constraint tabs”.
Resource creation and assignment:
1. Under “Enterprise>Resources” opens up resources list.
2. Add New Resource pool using Project or ID and define working hours per day.
3. Resource can be Labour/Material/Non-labour (Machinery)
4. Under resource pool heads add require resources.
5. Open project and activities. Under each activity choose resources and “+add resource” to
add resources.
6. Costs can also added to resources such as liaison cost, etc. under “expenses” > “+Add” –
define item and enter Budget cost/Actual cost
Baselines:
1. Baseline can be created by selecting “Maintain baseline” under Project menu
2. After creating baseline, we can assign the baseline to project by choosing “+add/Assign
baseline” under projects menu. A blue baseline bar appears under each activity.
Layouts: can be used to modify the physical appearance and the data to be projects such as Planned
Start/Finish, Actual Start/Finish, Duration etc. Different views can be saves under different names.
Status update: Under “Status” tab of each activity, we must update actual start/actual finish/ %
complete/ anticipated finish dates daily to track the project.
Filters: Rt. Click any activity of the project and use filters option to create different types of reports.
Global Calendar – for all projects
Resource calendar – specific to resources
Project calendar – individual calendar for individual projects
L2 : Creating calendars, Assigning codes (for filtering), Defaults –Duration type, percentage complete
type, activity type, calendar, calculations, assigning obs to project, budget log, funding source.
L3: WBS, add columns, notebook, assigning OBS to WBS, Budget entry and change log, wbs level
budget log
