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Primavera provides an integrated project portfolio management (PPM) solution consisting of role-specific tools to satisfy each team member’s needs, responsibilities, and skills. This solution uses standard Windows interfaces, client/server architecture, Web-enabled technology, and stand-alone (SQL Server Express) or network-based (Oracle and Microsoft SQL Server) databases. Primavera offers the following software components:

Project Management

The Project Management module enables users to track and analyze performance. It is a multiuser, multiproject system with scheduling and resource control capabilities supporting multi-tiered project hierarchies, resource scheduling with a focus on roles and skills, recording of actual data, customizable views, and user-definable data.

The module is ideal for organizations that need to simultaneously manage multiple projects and support multiuser access across a department or the entire enterprise. It supports an enterprise project structure (EPS) with an unlimited number of projects, activities, baselines, resources, work breakdown structures (WBS), organizational breakdown structures (OBS), user-defined codes, and critical-path-method (CPM) scheduling and resource leveling. Large-scale implementations for enterprise-wide project portfolio management use it with Oracle or SQL Server as the project database. For smaller implementations, you can use SQL Server Express.

The module also provides centralized resource management. This includes resource timesheet approval and the ability to communicate with project resources who use the Timesheets module. In addition, the module provides integrated risk management, issue tracking, and management by threshold.

The tracking feature enables users to perform dynamic cross-project rollups of cost, schedule, and earned value. Project work products and documents can be assigned to activities and managed centrally. The Report Wizard creates customized reports that extract specific data from its database.

Project Management Process Overview

When contractors develop plans for a building, one of the first steps is laying a foundation. This is also a true for building projects using the Project Management module. The hierarchical structuring of data serves as the foundation before the addition of actual project data. The following is a suggested sequence for setting up these structures:

Set up the organizational breakdown structure (OBS), which is the hierarchical arrangement of your company’s management structure, either as roles or individuals.

Set up the enterprise project structure (EPS), which is the hierarchical structure that identifies the company-wide projects and enables organization and management of those projects in your organization.

Set up a resource hierarchy that reflects your organization’s resource structure and supports the assignment of resources to activities. For each project, set up the work breakdown structure (WBS), which is a hierarchical arrangement of the products and services produced during and by a project.

or information about setting up security, see the Administrator’s Guide.

Project controls coordinators, working with operations executives and program/project managers, structure the OBS and EPS hierarchies. Setting up the OBS first enables association of the responsible managers with their areas of the EPS—either nodes or projects—when the EPS is structured. User access and privileges to nodes and projects within the EPS hierarchy are also implemented via a responsible OBS, so the security profiles that monitor data access by project participants can be established early on in the process. Once the OBS is established, the EPS can be set up.

An EPS can consist of multiple root nodes, which enable particular types of projects to be grouped together, such as project templates or high-risk projects. Within each root node, you can further break down an EPS into multiple EPS nodes, such as Capital Improvement projects and Manufacturing projects, to categorize the types of templates projects.

Part 1: Overview and Configuration

Understanding Project Management

  • Why Use Project Portfolio Management?
  • Your Role in the Enterprise
  • Project Management Process Overview
  • Planning, Controlling, and Managing Projects

Quick Tour

  • Getting Started
  • Selecting a Language
  • The Workspace
  • What Is a Layout?
  • Customizing Displays
  • Sample Layouts
  • Using Wizards

Setting User Preferences

  • Formatting Time Units
  • Formatting Dates
  • Setting View Currency and Symbols
  • Setting Mail Preferences
  • Implementing Wizards
  • Creating a Log of Tasks and Setting Startup, Group and Sort, and Column Options
  • Changing Your Password
  • Setting Profile and Spreadsheet Data Options
  • Setting Calculation Options for Resource and Role Assignments
  • Selecting Startup Filters

Part 2: Structuring Projects

Setting Up the Enterprise Project Structure

  • Enterprise Project Structure Overview
  • Setting Up the Enterprise Project Structure
  • Adding a New Project to the Enterprise Project Structure
  • Using Project Architect
  • Working with the Enterprise Project Structure
  • Defining Enterprise Project Structure Details

Setting Up the Organizational Breakdown Structure

  • The Enterprise OBS
  • Viewing an OBS
  • Setting Up an OBS
  • Editing OBS Elements

Defining Resources and Roles

  • Resources Overview
  • Viewing and Adding Resources
  • Defining Resource Shifts
  • Defining and Assigning Resource Codes and Values
  • Setting Up Roles
  • Assigning Roles to Resources
  • Defining Custom Resource Curves

Reviewing Work Breakdown Structures

  • The Enterprise WBS
  • Viewing a WBS
  • Grouping by WBS Path
  • Adding WBS Elements and Assigning Properties
  • Using WBS Milestones
  • Assigning WBS Category Values
  • Defining Earned Value Settings for Specific WBS Elements
  • Assigning Estimation Weights to WBS Elements

Defining Budgets

  • Top-Down Budgeting
  • Establishing Budgets
  • Establishing a Monthly Spending Plan
  • Tracking Budget Changes
  • Establishing Funding
  • Tracking and Analyzing Budgets

Establishing Project Codes
  • Defining and Assigning Project Codes
  • Grouping, Summarizing, and Filtering by Codes

Working with User-Defined Fields

  • Creating User-Defined Fields
  • Working with User-Defined Fields
  • Working with Indicators

Creating Calendars

  • Adding Calendars
  • Modifying Calendars

Part 3: Implementing the Schedule

Establishing Activity Codes

  • Creating Activity Codes and Values
  • Grouping and Summarizing by Codes

Working with Activities

  • Activities Overview
  • Adding Activities
  • Defining General Activity Information
  • Defining Schedule Information
  • Establishing Relationships
  • Displaying Activity Details for Assignments
  • Assigning Resources and Roles
  • Assigning Resource Curves to Resource or Role Assignments
  • Manually Planning Future Period Assignments
  • Assigning Activity Codes and Adding Expenses
  • Viewing Activity Feedback and Posting Resource Notes
  • Assigning Work Products and Documents
  • Creating and Assigning Activity Step Templates
  • Viewing Activity Summaries
  • Viewing Contract Manager Documents
  • Using Global Change

Working with Cost Accounts and Project Expenses

  • Cost Account and Expense Overview
  • Setting Up a Cost Account Structure
  • Adding Expenses and Entering Cost Information
  • Defining Expense Details
  • Analyzing Costs

Performing Top-Down Estimation

  • Performing Top-down Estimation
  • Applying Saved Top-Down Estimates To a Project

Part 4: Updating and Managing the Schedule Managing Baselines

  • Creating and Maintaining Baselines
  • Assigning Baselines to Projects
  • Comparing Current and Baseline Schedules
  • Updating Baselines

Updating, Scheduling, and Leveling

  • The Update Process
  • Choosing a Method of Updating
  • Highlighting Activities for Updating
  • Updating Progress for Spotlighted Activities
  • Estimating Progress Automatically
  • Updating Using Timesheets
  • Updating Activities Manually
  • Interrupting Activity Progress
  • Applying Actuals
  • Storing Period Performance (Past Period Actuals)
  • Scheduling Projects
  • Leveling Resources
  • Recalculating Resource and Role Assignment Costs
  • Managing Resource Assignments

Summarizing Projects

  • Setting Summarization Options
  • Summarizing Project Data

Project Issues and Thresholds

  • Adding Issues
  • Assigning Tracking Layouts to Issues
  • Using the Issue Navigator
  • Adding Thresholds
  • Threshold Parameter Definitions
  • Monitoring Thresholds
  • Assigning Tracking Layouts to Thresholds

Managing Risks

  • Adding Risks
  • Calculating Exposure Values
  • Calculating a Risk’s Impact
  • Creating and Deleting Risk Types
  • Customizing Risk Layouts

Maintaining a Project’s Document Library

  • Viewing a Document Library and Adding/Deleting Work Products and Documents
  • Specifying Document Location References
  • Assigning Work Products and Documents

Tracking Projects

  • Creating Tracking Layouts
  • Working with Tracking Layouts
  • Customizing Tracking Layouts
  • Grouping, Sorting, and Filtering Data in Tracking Layouts

Part 5: Customizing Projects

Working with Layouts

  • Layout Types
  • Creating, Opening, and Saving Layouts
  • Exporting and Importing Layouts
  • Copying and Pasting Resource Spreadsheet Data to Microsoft Excel

Grouping, Sorting, and Filtering Data

  • Grouping Data
  • Sorting Data
  • Filtering Data

Customizing Layouts

  • Modifying Columns
  • Adjusting the Timescale
  • Formatting Gantt Charts
  • Formatting Activity Network Layouts
  • Modifying Resource and Activity Usage Profile Settings

Customizing Reports

  • Reports Overview
  • Opening Reports
  • Creating and Modifying Reports
  • Using the Report Editor
  • Adding Data Sources and Rows to Reports
  • Adding Text Cells to Reports
  • Sorting Report Data Sources
  • Customizing a Report with the Report Editor: an Example
  • Using Report Groups
  • Setting Up Batch Reports

Part 6: Importing and Exporting Data

Linking the Project Management and Contract Manager Modules

  • Linking the Project Management Module to Contract Manager
  • Linking a Project Management Project to a Contract Manager Project
  • Importing Contract Manager Data to a Project Management Module Project

Transferring Data to Other Project Management Module Users

  • Exporting Projects
  • Exporting Roles or Resources
  • Importing Projects
  • Importing Roles or Resources

Transferring Methodology Data

  • Exporting Methodologies
  • Exporting Roles or Resources
  • Importing Methodologies
  • Importing Projects as Methodologies
  • Importing Roles or Resources

Transferring Data Using Microsoft Project Files

  • Exporting Projects
  • Exporting Resources
  • Importing Projects from Microsoft Project
  • Importing Resources from Microsoft Project

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