Sometimes due to some constraints, you have to split the activities in your program. How to split activities and how to show them on bar char is explained in this video tutorial.
To keep in focus key milestones of the project is one of basic requirement. How to keep in focus the key milestones or major activities is explained in this video tutorial.
Relationship with lags is the most important parameter to observe. In the primavera P6, you can not see relationship lag of all the activities at once. A tricky method is explained in this video how to find relationship lag of all the activities in Primavera p6.
Relationship with lags is the most important parameter to observe. In the primavera P6, you can not see relationship lag of all the activities at once. A tricky method is explained in this video how to find relationship lag of all the activities in Primavera p6.
Relationship with lags is the most important parameter to observe. In the primavera P6, you can not see relationship lag of all the activities at once. A tricky method is explained in this video how to find relationship lag of all the activities in Primavera p6.
You can save all the required documents like AutoCAD drawings, MS Excel sheets or pdf documents related to your activities in Primavera P6. It is explained with examples in this video tutorial.
How to make project reflections and its purpose is explained step by step in this video tutorial.
You can modify activity id all the activities of your project in just single step. This technique is explained with example in this video tutorial.
Sometimes you need to make a B.O.Q in your program. So you assign the B.O.Q Quantities and unit rate separately in Primavera P6. All the procedure is explained step by step in this video.
Some time when you try to open or schedule in primavera, you get this message:
“You have opened the current project(s) in Shared mode. Other users currently have the project(s) open as well. Performing this process may overwrite the changes made by others. Are you sure that you want to continue?”
You can solve this issue in two steps.
Step No. 1
Click on File, then click open.
Step No. 2 :
Choose the access mode as exclusive
check out our new simulation lessons. You will be able to practice without leaving the learning dashboard. Learn and Do the Steps by your self . Learn Smart, NOT Hard. In this lesson you will learn how to convert a project from P3 to P6.
Click The Play button to start the Lesson:
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It is very useful to color Grant Charts Bars based on Activity Codes. This feature will make it easier to have a better image about the project. I remember asking a successful Planner who was working on a 600 million project in KSA, what makes a successful planner? he said: his ability at the end to imagine the whole project in his head. The more the planner organizes the project on stable bases the more success he will see in his projects.
This option is not built in Primavera P6, but there is away for doing it. This can be done through the Activity window using Filters and Bar Formatting.
We need first to select the activity code and assign a color for it. IF you did not create activity codes then you need to create global activity codes. Click on Enterprise à Activity Codes à then chose Globalà and click Modifyà and then click Add. Type the name of the Global Activity Code.
Ref: Primavera Manual, Article by Harris
After creating your activity codes go and assign colors to each activity code
You would notice that the color field is not available in all windows and the reason is that this field is available in the Time Scaled Logic Diagram application which is separate application from Primavera P6. Another article would be discussing it in more details on how to create this application.
The next step is to create a filter for each Activity Code with it’s color. Filtering is a set of instructions that decide which data to show in the current window.
Click on Layout à Filtersà Display à Filter by
The next step is to create a layout for the formatting:
Create bars for each activity code: Go to View à Bar Make them above complete%
The Bar colors should display against the codes:
Before proceeding further with the FILTER option, we will look into LOOK AHEAD SCHEDULE which is a common report required in planning.
LOOK AHEAD SCHEDULE is the list of activities in a schedule which will take place in the near future say one week, two weeks, one month or so. The time period varies from project to project and cleint to client. But the idea in creating look ahead schedule is same whatever be the time contraint.
Let’s understand the conditions that should be considered while preparing a 2 week look ahead schedule one by one.
Please go through the above conditions once again before we proceed how to enter them in Primavera P6.
If look into the below slide you can see there are some activities which are 100% completed, some of them 0% and some other are in progress.
Now let’ s apply the look ahead conditions which were mentioned above.
Step 1 – Go to filter option and click on ‘ NEW’ tab
Step 2 – Name the filter. In this case, let’s put it 2 week look ahead. Make sure that the parameter (which is highlighted in blue in the below slide) be ‘ All of the following’
Step 3 – Select ‘Activity status’ in the ‘parameter’ column, ‘is not equal to’ in the ‘is’ column, ‘Completed’ in the ‘Value’ column. Now we have completed the first condition ie activity shouldn’t be a completed one
Step 4 – Click on ‘ADD’ tab and this time give ‘Any of the following’ in the ‘Parameter’ column. Click on ‘ADD’ tab again and enter the other conditions also. Select ‘Start’ & ‘is within the range of’ in the ‘Parameter’ and ‘ Is’ column respectively and type ‘DD-1W’ and ‘DD+2W’ in the ‘Value’ and ‘High Value’ columns. Here DD stands for Data Date and 1W stands for 1 Week; which means we are taking the selecting the activities whose start dates are in the range of 1 week behind the Data Date and 2 weeks ahead of Data Date.
Click again on ‘ADD’ tab and provide the following conditions.
Hope you would be thinking why we gave ‘Any of the following’ condition here. The reason is, if any of the activity whose start date or finish date is within the range of DD-1W and DD+2W will fall into our look ahead schedule.
Step 5 – Click ‘OK’ tab and see the new filter has been made as 2 week look ahead and it is marked.
Step 6 – Click ‘Apply’ tab. Now you can see that the activities which were 100% completed have been removed and all the activities listed are within the range of 2 weeks time. Please note the activity ‘ Multipurpose hall’ is still in the list since it is not yet completed even though the start date was 2nd July 2013.
Thanks to paul zacharia who prepared this article.
For Extension of Time (EOT), you need to submit delay impact analysis. Delay impact analysis using project reflection and claim digger is explained step by step in this video tutorial.
Assigning Activities to WBS :
Importing from Excel to Primavera:
It is very important for any planning engineer to know how to deal with both Excel & Primavera and any exchanging of data between them.
When Importing from Excel to Primavera we may get a message from primavera saying “The User Preferences used to create this Excel file are not the same as your current preferences. Importing this file could corrupt your data. Please refer to help for more information about importing data from Excel. Are you sure that you want to continue?”
Which will appear when you select the file you want to import, the causes of this message is that:
Solution:
Wrong extension of the Excel File:
This should be enough for solving the error in this case.
“User Data” Modifications:
The Second case if there has been and modification in the “User Data” sheet mostly by mistake.
2. Open the new Exported File, right click on the “user data” sheet and then select “Move or Copy“:
3. Select the sheet where you want to copy the “User Data” Sheet from “To Book” tab and make sure that the other sheet is opened,then select “move to end”, mark “Create a Copy”, then Click OK.
4. Now Re-import the old file to Primavera, this should work.
One the most common problems planning engineer expose to when importing a Primavera file with “XER Format” are “POBS”.
“POBS” could cause errors while importing or slowdown the importing process. In this topic we will figure out a way that can reduce the importing time to the minimum with keeping all our data safe.
Steps to remove “POBS” from your “XER Format File”:
Today we are going to talk about one of Primavera P6 feature, which will help you as a planning or scheduler it is “Reflection”.
Reflection is a unique tool that you can use instead of copy a project and check different scenarios over it with different changes or scenarios.
To easy understand the reflection tool, you can check the following picture.
Reflections offer a much broader range of capabilities than those envisaged by its, Using Reflections for what-if analysis. Briefly, a Reflection allows you to save a linked copy of a project, update it and then merge those changes back into the original project. But that’s not all you can do with it.
Simply it is a copy of your project with a link to the project source , also you can merge all the changes or update you have done in the reflection project to your source project an show all the changes within your reflection and committee our ignore these changes.
Steps to create reflection and merge changes:
Step 1 : Right click over the project and select “Create reflection”
Step 2 : If your project has assigned baseline , he asked to add or not “Click Ok”.
Step 3 : You can check the reflection , source project column before make changes and merge them
Step 4 : Make changes or update on the reflection
Step 5 : Merge the changes to the source project ” right click over reflection and click merge changes”
You a can watch a tutorial video for Primavera P6 Reflection
And more than 50 Primavera Tips and Tricks at our website with the following Link
We hope you enjoy our journey today
Hope to receive your feedback and recommendations
Thank You… 
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In this article we will discuss how to add new currency in Primavera and also how to change the project currency in very straight forward steps.
We will start with the first task ” How to add New currency in Primavera ? ”
Step 1: From ‘Admin‘ menu and click on ‘Currencies‘
Step 2: The first currency that you see on the top of the list is in US Dollars. It is Default Currency.
Step 3: You can add new currency by pressing “Add” button
Step 4: Enter the currency (Currency ID, Currency Name, Currency Symbol, and Exchange Rate).
Exchange Rate: is the rate of this currency comparing to the USD currency.
Example: we want to add Egyptian currency
Step 5: Click ‘Close’ to close the window.
Step 1: From ‘Edit‘ menu and click on ‘User Preferences‘
Step 2: From ‘User Preferences ‘menu and click on ‘Currency‘
Step 3: Select currency you want to change
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We hope you enjoy our journey today
Hope to receive your feedback and recommendations
Thank You… :):)
The post Primavera Currency – How to Add New Currency or Change Project Currency appeared first on Planning Engineer Est..
