Tuesday, May 5, 2015

Has anyone experienced Global Activity Code structures changing on their own? I am currently facing this issue. The database is accessed by 20+ Project Planners. XER Imports are often carried out.

Not sure what versions you're using, but you may be able to click the column header and it will go through a sort. Now that I see that you have folks importing projects, depending on the version, some of their coding may be coming in as well.

Thursday, April 23, 2015

Has anyone experienced a glitch in Primavera P6 Team Member where you setup the project to require status update approvals, however the updates go directly into the P6 schedule without stopping for approval?

There is more information in the P6 8.x user guide, but most likely the project preferences have not been configured correctly. Here are some brief instructions on how to do so.
To configure status updates:
1) Click Projects.
2) On the Projects navigation bar, click EPS.
3) On the EPS page:
a. Select a project.
b. Click the Actions
menu and select
Set Project Preferences....
4) In the Project Preferences pane, click Team Member.
5) On the Team Member page, click the Status Reviews tab.
6) On the Status Reviews tab:
a. Select Enable review for team member status updates.

Can you please guide me as to how I can convert a manually entered and baselined project into a Project template in Primavera 8.3.0

Without going into P6, I am almost certain that when you go to action>add project template, it gives you the option to copy from an existing project. You can select the project you manually entered and baselined and add it as a project template. My thought is that it's not going to carry over the baseline as each baseline is specific to the actual project and will not be a copied over feature. I will replicate for accuracy.

Issue with modifying a report with Report Wizard

You may not have security to change the reports. Depending on which P6 version you are using, you may need to change it in the global profile or you may need to contact your admin to change it.

Edit Global Reports Create, edit, and delete global reports; edit report
groups and global report batches; and save global
reports created or modified by the Report Wizard.

Tuesday, April 14, 2015

P6 Physcial % Complete not working anymore...?

Check to make sure the activity % complete type is set to physical on the general tab. Easy thing to overlook. Also earned value preferences to make sure it's pulling from activity % complete.

What are required from a planner for his/her weekly report?

Schedule, Critical Path, Activities that are of importance around the time of the report, EVM figures by WBS/phase/gate.

Friday, April 3, 2015

Performance % showing in WBS 100% Completed (P6), but activities are not completed.

In Admin Preferences you need to set the technique for computing performance percent complete to pull from activity % complete. That should fix the issue. Also check it in the WBS section.

Wednesday, April 1, 2015

Why I don't see any related tasks on activity in the P6 iOS application?

Click on the activity in the list of activities. Also, this application is referred to as the Team Member app. So you need to be an activity owner, primary resource or project manager with rights to the activity. It is not the all-inclusive P6 EPPM application that you use on the desktop. This application is for team members to update their tasks that they are responsible for or assigned to or are the owner of. Related tasks can be accessed after selecting the respective activity.

Tuesday, March 31, 2015

How do you create formula-based UDF's?

1) Click the Projects
menu and select Enterprise Project Data, or click the Administer
menu and select Enterprise Data.
2) In the Enterprise Data pane, expand Projects and click Project UDFs.
3) On the Project UDFs page:
a. Click
Add (Insert).
b. In the User Defined Field, double-click and type a name.
c. In the Data Type field, double-click and choose a type from the list.
d. In the UDF Type field, double-click and choose Manual or Formula from the list.
Notes:
-Choosing Formula enables the fields in the Formula detail window, allowing you to define a formula or statement to calculate the value of the field. If no calculation is required, choose Manual.
-You cannot filter views by UDFs calculated on the basis of a formula.
4) In the Formula detail window, define a formula or statement.
5) In the Indicators detail window, define a graphical indicator.
6) On the Project UDFs page, click
Save (Ctrl+S).

I would like your help with the stages to changing the baseline dates in P6.

In P6 you create your schedule and then take a baseline (snapshot) of the schedule at a point in time. You use that baseline as your point of reference and the dates usually should not be changed. You are able to update the baseline dates in a baseline. You can do this in the same area you take the baseline by using "update baseline". It will take actuals and replace old baseline dates as well as new planned dates will replace the old baseline dates. Using the Update Baseline utility, you can update the original baseline plan with new activity, resource/role assignment, and project data. When updating a baseline, you can choose to update all activities or you can apply a filter to update activities that meet the filter’s criteria. You can also specify the types of data to update, including specific data related to activities, resources, costs, thresholds, and issues.

How to summarize activity % complete of activites to WBS level if i have cost baseline

You can set up the view with the activity % complete column in the activity table and then group and sort by the respective WBS level. make sure that summary roll-ups are checked off on the group/sort (in web this will be under customize view).

Wednesday, March 18, 2015

A contractor has given me a "change log" What are someof the factors I should consider when reviewing the "Change Log"?

Review the contractors hours/costs from before and after the change. If the contractor's activities were already loaded in the schedule, you may want to review what is there now and what is being changed. If you took a baseline of the schedule with the resource loaded activity, you can change the activity's attributes, take another baseline and compare.

Can you approve an extension of time claim without a resourced program?

You can extend a project or activity from the original duration, yes, you can do that. If a baseline was taken of the project, you can do it on non-started activities.

Tuesday, March 17, 2015

Why can't I see resource assignments for a specific project?

Check to see if the layout is filtering on certain projects/attributes. Also check to see if project is active.

Monday, March 9, 2015

Does anyone have a checklist that can be used for building baseline scheudle in P6?

In P6 you build a schedule and then you baseline the schedule. As for a checklist for building a schedule, if you have used P6 before, you can add the WBS's, activities and select your activity types, % complete types, and add your durations, resources, and costs.

I'm using P6 version 8.3. As we update any program we get the letter "A" beside the actual dates. is there any way i can hide or get rid of the "A". It will help me for comparing in Excel.

You can choose to not display that column in the activity table. Or you can use actual start and finish and planned start and finish and the A is not there.

Thursday, March 5, 2015

I want to see in progress or not started activities.

You can run a report in P6 client to report on these. A simple filter will get you there. Maybe try one filter at a time, but I think you could do one that was two-tiered asking for "any" activities that are in progress or not started. This is something that many planners/schedulers look at, so very common problem.

Does it seem correct to change the remaining duration of activities that have not started? For me, remaining duration implies that an activity has started and to change the remaining duration of an activity that isn’t started just wrong.

I would not change the remaining duration of an activity that hasn't started. I would go into the current schedule and change the original duration. This way, if you change in the current schedule you can measure that variance against the baseline that was taken. I think comparing current schedule to baseline (in P6) is a lot easier done than measure remaining duration changes.

What are some P6 activity types?

Task Dependent: This type of activity indicates that assigned resources should be scheduled based on the activity's calendar, rather than the calendars of the resources.

Resource Dependent: This type of activity indicates that resources should be scheduled based on their assigned calendars. Use this type when the activity duration may be affected by resource availability.

Level of Effort: This type of activity indicates that it is ongoing with a duration determined by its dependent activities. The duration is calculated based on the schedule dates of its predecessors and successors. Administrative activities are typically designated as Level of Effort.

Start Milestone: This type of activity indicates the beginning of a major project phase. Activities of this type have a duration of zero (0) with no resource assignments.

Finish Milestone: This type of activity indicates the end of a major project phase. Activities of this type have a duration of zero (0) with no resource assignments.

Wednesday, March 4, 2015

I want to add weight to a WBS.

What Manuel said is the way it should really be done. You want to create the project, add the WBS's, add their respective activities with duration and cost and the EVM/CPM functionality in P6 will roll the most important WBS/Activities up to the project level. If you're manually trying to do it, the software is basically just a fancy way of doing a schedule. I do understand what Tony is suggesting, but I feel like this is before the hard schedule is in Primavera and more on a narrative basis for early stakeholder meetings before the WBS/Activity/Cost/Resources are starting to really get built out. If you have cost associated to all of these (contracted) and you assign the % to each of them, a simple xls formula will give you your "weighting"...you don't need Primavera for that. Primavera is used to manage projects with cost, schedule and scope. We do allow you to have a budget log (static) on each of the WBS's and that's one way you could go with your weighting, but once the schedule starts getting built out, that static budget log is just used for comparison and is not in any impacted by the schedule.

Monday, March 2, 2015

I want to learn Primavera. What are the best resources?

I would highly suggest some of the Paul Harris books. They are available on Amazon. They, along with working a senior P6 user who was a contractor, helped me immensely. The videos and web training are just very high level and not very interactive. I have a link to a bunch of his books on my site, but you can go to Amazon as well. I would use the books in conjunction with the user manual on docs.oracle.com. The user manual is more of a seek & find as where Paul's books build on your foundation level as you progress through the topics.
Best,
Bob

http://www.p6blogger.com/p/books-on-p6.html

What is retained logic and progress override and can you give me an example?

When you choose Retained Logic, the remaining duration of a progressed activity is not scheduled until all predecessors are complete. When you choose Progress Override, network logic is ignored and the activity can progress without delay. Retained Logic - Project A has relationships. If you choose retained logic, P6 abides by those relationships and schedules accordingly. Progress Override- Project A has relationships, but they are ignored when you progress activities.

Thursday, February 19, 2015

I want my resources to be notifed of their assignments.

This setting can be handled in my preferences in 8.4. A setting in my preferences allows you to enable them to be notified when they are assigned or removed from an activity. You can also be prompted before the email is sent.