Primavera Manual - Part 2

Lab 2 – Reports, Graphs, and Diagrams Practice Starting a Precedence Network Considering that you have had an introduction in class to Precedence networks and the varied relationship types, today’s laboratory will give you good practice for preparing your next Project assignment. If you choose TOOLS from the upper menu, options and the activity inserting before you create or open your project, you can change the activity ID’s and the increments as you wish. Early Start and Relationship Reports; Project Diagrams ; Histograms and S – Curve Graphs

Lab 2 – Reports, Graphs, and Diagrams

2.1 Practice Starting a Precedence Network

Considering that you have had an introduction in class to Precedence networks and the varied relationship types, today’s laboratory will give you good practice for preparing your next Project assignment

If you choose TOOLS from the upper menu, options and the activity inserting before you create or open your project, you can change the activity ID’s and the increments as you wish

Practice 2.1

1 On your own, create a new project using the last 4 digits of your social

security number or student identification number

2 This project is a valve and flowmeter vault being done for the City of Mesa Include this information for your new project

3 Enter the following project data:

Budget Qty

20 Excavate & Demo Existing

30 Excavate for Valve Vault

55 Form & Place Rebar for

75 Form & Place Rebar for

85 Place 30” Pipe Embeds in

110 FS0

100 Install 30” Pipe, Valves, &

8

4 Calculate the project duration (refer to page 9 if you’ve forgotten) Be sure that there are no loops and only one activity without a predecessor and one without a successor

5 Printout the calculation run – insert your name on the report before it prints

(no penciled in names!) Save this for submission at the end of the

class

6 Answer the following questions by keying the questions and your answers on your calculation run:

What date does your project end on?

How many relationships does your project have?

7 Backup your project up to diskette using the compressed mode Be careful not to delete what is already on your disk You can avoid this by backing up Primavera files to a new subdirectory

Remember, to delete a project, highlight the project you want to

delete and toggle the Delete Key Respond Yes when prompted.

Using Primavera to Create Reports:

I will demonstrate and then you will perform the tasks on the

following pages.

2.2 Early Start and Relationship Reports

To create Schedule Reports in a tabular format select Tools, Tabular Reports, Schedule from the Upper Menu Bar.

You will see a list of all of the currently available (previously created) reports DO NOT USE THESE REPORTS

ADD your own reports because, in general, those already created were

constructed for the Tutorial and refer to the many sample projects

provided with the program We will be creating our own reports to

meet our specifications There are many different ways to provide

report information First let’s have a look at all of the variables we

have to choose from.

First is the CONTENT window.

Just Click On OK – it really doesn’t matter what the Report ID is.

We can put many

different items on our report We can skip lines

to enhance the

presentation too.

Here are some of the choices you have in addition to the activity code line Use the scroll bar on the right to see all of the choices For example, you may want a report to have the workday number as well

as the calendar date – use Workperiod.

Let’s move to the FORMAT window.

Here we can decide what information to show on the activity code line The only thing you should ever mask here for class

is activity codes and perhaps calendar.

This information is good to use when you are on a big project and want to prepare reports for certain people.

Look below for a list

of choices here.

You can sort your reports on Early Start, the earliest activities first and the last activity last Or you can sort by Total Float with all the activities with zero total float first and those with the most total float last Or you can make a combination

of many parameters An example is a TFES report, where activities are first sorted by total float and then by early start.

Last is the SELECTION window.

The criteria are shown below.

The High and Low Value Range is used for those conditions requiring that notation For example, when Select = TF, IS = WR, LOW Value could = 0 and High Value = 10, thus providing only activities in the report with 0 to 10 days of Total Float.

This window lets you limit the activities shown on the report based

on criteria you select.

These schedule parameters allow the user to select only activities with a calendar ID of 2, TF< 0, or an activity ID that contains ELE This is the SELECT column.

The IS column looks like this

Here you can establish the boundaries of the criteria

The ANY or ALL diamonds on the Selection window allow you to make

multiple criteria mutually inclusive or exclusive If you need a

combination of effects use the Level Selection in combination with the

ANY and ALL criteria.

• The Content window is used to describe what is in the report.

• The Format window is used to describe, among other things, how

the report is to be sorted.

• The Selection window is used to the limit number of activities on

each report.

Practice 2.2

1 Prepare a report sorted by early start and containing the Work period in

addition to the Activity Code Line

2 Prepare a TFES report – remember to sort first by TF and then by ES

Include the Resource 1 in your printout

3 Prepare a relationship report using the detailed predecessor and successor

from the CONTENT screen Put the activity first, then the predecessor and

then the successor and skip a line before the next activity

4 Prepare a report with the activities sorted by their ID’s Limit your report to

those activities with ID’s from 40 to 90

5 Submit your reports, stapled and including your name in a prominent position,

when you have completed this practice exercise

2.3 Project Diagrams

As you can see there are a lot of choices again Let’s try the Pure Logic Diagram.

Again ADD your own, DO NOT USE one that’s already been established.

Go to the next page to see the next screen.

Say OK; the number doesn’t matter.

The CONTENT window here allows the user to select what will appear

on the network diagram I generally delete the percent complete, remaining duration, and calendar ID from projects with one calendar, which are not in progress I usually select the late dates for display in addition to the defaults.

Make these choices now Also check the box “Connectors to excluded activities.” Use the Rev title area to write your Name and ID number Change the title from PL-04, or whatever you have, to something meaningful to you regarding a network diagram Then move to the FORMAT window.

In general, this screen will be left in its default condition Note that you can change the determination of what to depict as critical on your diagram Maybe your project is large and long and 10 days of float seems critical Change it here and all activities with 10 days of float or less will be red or emboldened on the printout of the diagram.

The check mark in the Confirm preparation box means that Primavera will tell you how many pages it will take to show your diagram and you will have a chance to cancel your run, before viewing or printing too many pages.

Move on to the SELECTION window.

This looks just like the selection window for the reports and functions the same way Refer to page 29 if you need a refresher here.

The SIZE window is unique to Graphics It allows you to change the FONT and spacing to reduce the number of pages of printout, or

enlarge the writing The image has been reduced to fit on this page.

Practice 2.3

1 Produce a Pure Logic diagram for your network

2 Include your name in the Rev Title Box

3 See how few pages you can get it on and still have it be legible

4 Save it for submission at the end of class

2.4 Histogram and S-Curve Graphs

YUP, Add a new one.

Select Resource Cost

There are lots of choices here – you should review each of the eight

windows before you prepare your histogram or S-Curve (Cumulative).

The defaults are usually

good for the CONTENT

screen.

Let’s stick with

Resources not Cost.

You can do either or both together.

At this point in our scheduling career the number is unimportant!

We don’t have a target schedule yet.

Be sure these dates match your project.

Change this to Daily.

You have

to fill this out with your resource.

Get rid of the ???

with the space bar.

The SIZE window is the same as shown on the Pure Logic Diagram.

The Selection screen remains the same Use this if you want to limit your output For example if you want only the man hours for

a certain for of the building or the critical path.

In general, the default on the FORMAT screen is sufficient Experiment with

it on your own.

Having descriptive line types, weights, and/or colors helps to separate and identify, through the legend, what each line or bar represents.

This screen will allow the user to change pen colors, line weights and types, and fill patterns This is very helpful when attempting to show comparative data.

The Last Window is TITLES.

This screen allows the user to enter X- and Y-axis titles, a main Graph title which can now be different from the Resource title It also allows for a maximum Y-Scale This is very helpful when making graphs that you want to compare or for large projects that take more than one page to display.

Practice 2.4

1 Prepare a histogram for Resource 1 Make the bar have some sort of hash marked pattern (not entirely filled)

2 Prepare an S-Curve of the same resource Show both early and late curves and use different line types to distinguish between them

3 Submit these graphs with your name in the Rev Title area along with any unsubmitted work from practices 2.1 and 2.3

Have a lovely weekend.