Primavera quick reference guide

Click a cell to edit data.. Enter activity data and details using the Activity form.. Add an activity, fill in its duration and other details in the activity form, and connect the activ

P 3® F O R W I N D O W S™

R E F E R E N C E C A R D S

B U I L D I N G A S C H E D U L E

1 Insert an activity

5 Click the Schedule icon

to recalculate the schedule

6 Drag the bar’s endpoint

to change the duration

7 Use the Successors detail form to add or review successors

8 The Activity Log provides an electronic notepad

9 Click any

relationship line

to review, delete

or edit

10 Click a cell

to edit data

2 Enter activity data and details using the Activity form

3 Display relationships Point and drag to line successors

4 Automatically link a group

of highlighted activities

Build your schedule by adding

activities and creating links

between them Add an activity,

fill in its duration and other

details in the activity form,

and connect the activity to its

predecessors and successors.

C U S T O M I Z I N G A C T I V I T Y B A R S

Each bar connects a set of dates.

Compare today's schedule dates

to the plan for each activity and

distinguish bars by varying their

color, shape, size and endpoints.

2 Modify any bar definition

4 Click here to change the bar color

5 Show text and numeric data around each bar

1 The Bars icon formats

bars and endpoints

3 The Endpoints button defines the color and shape

of endpoints for each bar

C U S T O M I Z I N G T H E P R O J E C T L A Y O U T

Create an unlimited number of perspectives

of a project by customizing the content

and appearance of the layout Define the

data columns to appear in the Activity

table along with specific bar configurations

and timescale. 1 Double-click on the timescale,

then drag the slider bar to expand or condense

2 The Format Bars icon adds or deletes bars

3 Double-click the Visible column to display target early bars

7 Drag the vertical split bar

to show more data

6 List the data items for

columns

4 The Format Columns

command adds or

deletes columns

5 Insert a column

between Remaining

Duration and % complete,

click the plus button

O R G A N I Z I N G A N D S U M M A R I Z I N G

Each layout can have its project data

organized differently Activities can be

grouped into bands based on activity

codes, such as responsibility and

depart-ment You can also group by resource,

cost accounts, dates, calendars and the

work breakdown structure for a project.

2 Define the organization

of the layout

3 Set the font, background color and text color for group title bands

6 The Outline option organizes a project based on its work breakdown structure

5 Double-click a group title

band to summarize

4 Drag and drop between

bands to automatically

reassign responsibilities

1 Activities that share a

com-mon attribute, such as a

subproject or responsibility,

can be grouped into bands

O B J E C T L I N K I N G A N D E M B E D D I N G

1 Embed or link objects using OLE from the Edit Menu

5 Double-click a linked video clip to play it

6 Add notes or annotations

to a layout using the Text tool

7 Use the Curtain tool to share critical time periods

in a project

4 The Symbol Selection tool links clip art or

any OLE object to your project

Integrate data from other applications using

Object Linking and Embedding (OLE)

Use the Attachment Tools to link text,

graphics and drawings.

2 Display the Attachment Tools palette

3 The Pushpin tool attaches an object to a

specific activity bar, date or group heading

A N A L Y Z I N G R E S O U R C E S

Successful project performance

requires that you carefully plan

resource usage and financial budgets

for the duration of the project

Use P3 to allocate, analyze, and

track resources and costs.

7 This table summarizes the monthly costs

5 Spot resource-level–

point to center of

bar and drag to later

timeframe

4 Click on bar to show

data values

3 Bar shows required resources exceeding normal availability

Bar shows required resources exceeding maximum availability

6 Customize display options

2 Check your resource allocation by displaying the Resource Profile

1 Display the Resources dialog box where you can assign resources to activities

P R I N T I N G T H E S C H E D U L E

Present project data clearly

and understandably to other

members of the project team.

P3 offers WYSIWYG control

of output as well as production

reports and graphics.

3 Create a separate page for each team member by choosing the Skip Page option

1 Filters focus on specific activities for analyzing, reporting, and updating

2 This filter selects all activities scheduled to start in the next six months

6 Print Options let you automatically include any OLE object as your company logo on each page

4 Preview the Bar chart before printing

5 Show multiple page previews of your project output