Post on 04-Apr-2015
transcript
Tips Tricks with Version Six (Client)Don Louser PMP, PMA Consultants LLC
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Give Us Your Card
• There are more items in this presentation than we will have time to demonstrate
• Give us your business card and we will send you the entire presentation complete with notes
• Or, contact me @ dlouser@pmaconsultants.com
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• What’s New in Client v. 6.0 (Slides 1-20)• Use of Indicators (Slide 21)• Global Changes – De-status the Schedule (Slides 22-26)• Global Changes – Change WBS from Filters (Slide 27)• Export and Importing Projects (Slides 28-39)• Project details that are often forgotten (Slides 40-42)• Renumbering Activities (Slides 43-45)• Building your Schedule – Making a List (Slides 46-47)• Building your Schedule - Linking Shortcuts (Slide 48)• The Schedule Report (Slides 49-52)• Lag Calendars (Slides 53-54)
What we have for you today...
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• Fragnets (Slides 55-58)• Coding and WBS Shortcuts (Slides 59-63)• Finding and Filtering Activities (Slides 64-65)• Roles and Resource Loading (Slides 66)• Schedule Crashing Basics (Slides 67-68)• Advanced Layouts For Communication (Slides 69-71)• Advanced Gantt Chart Formatting (Slides 72-76)• Exporting and Importing Layouts/Reports (Slide 77)• Add Bar-charts & Graphics to Reports (Slides 78-83)• Working with Baselines (Slides 84-91)
What we have for you today (cont.)...
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What’s New – Reflection Projects
• Power with Simplicity !!!
• A Reflection is a Copy of a Project that enhances Your Ability to “What If” or Update Your Project
• Same Name – What If – Internal Link to Source – Baseline –Timesheet Data – Activity Owner
• “Activity Owner” make changes via .xer or Web
• Review & Change or Merge As Is (Check Boxes)
• Merge Will Not remove Activities, Resource Assignments, WBS Elements, Work Products & Docs, Expenses, Issues or Risks if deleted from Reflection
DEMO
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What’s New - Create Reflection Project
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Making Changes to Reflection Projects
• Use to test Scenarios or Update Project
• Send w/Project Specific Layout to Others to Update
• Import/Export just like any other Project file
• Activity Owner – designate Owner w/Required Web License & Privileges to Update/Change
• Admin or Project Superuser gets last shot to Review/Correct before merging back into Source Project
• Merge Will Not remove Activities, Resource Assignments, WBS Elements, Work Products & Docs, Expenses, Issues or Risks if deleted from Reflection
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Merging Reflection into Source Project
• Close all Projects
• Go to Projects Table – Select Reflection Project
• Right Click – Merge Reflection into Source Project
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Merging Reflection into Source Project
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Merging Reflection into Source Project
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Merging Reflection into Source Project
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What’s New – Future Bucket Planning
• Redistribute Even Distribution of Budgeted Units
• Editable Security Privilege
• Duration Type Must be Fixed Duration & Units, or Fixed Duration & Units/Time
• Use Resource Spreadsheet or Resource Assignment
• In Future Bucket Period type or change Values as Needed
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What’s New – Future Bucket Planning
4010R10R4A8A8AFuture Bucket
4088888Even Spread
TOTALDay 5Day 4Day 3Day 2Day 1
•Assuming Daily TS – P5 spread evenly
•Actual levels of work may vary
•Example shows 20 A units in 3 days
•Remaining needs to be adjusted
•Two remaining buckets reflect adjustment
•Activity Adjusted must have Fixed Duration & Units, orFixedDuration & Units/Time
•Use Resource Spreadsheet to adjust future bucket period
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Edit Future Bucket Security
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What’s New – Group & Sort Dialog
• New Checkbox for Show Group Totals, Shrink Vertical Bands
SHOW PIX & EXPLAIN
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What’s New - Search in Pop-Up Dialog and Type Ahead in Drop Down
SHOW PIX & EXPLAIN
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What’s New - Copy Baselines• Checkbox in Copy Project Options
• Copy Baselines Dialog
# Copies Controlled by New Setting in Admin Preferences
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Admin preferences Setting for Copying Baselines
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What’s New - Role Limits
• Similar to Limits for Resources
• Effective Date and Max Units/Time
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What’s new – Project Specific Layouts (Yeah!)
• Layout with Filter when Project Exported
• Reduces Need for Global Layouts
• Only Global and Layout Filters will Restrict Use
• Expanded & Collapsed Bars & Row Height Setting when switching between layouts and Windows (Yeah!)
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Use of Indicators
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Re-create a Baseline, Copy an Existing Schedule that has Been Progressed
Project Detail Calculations Tab =
Any Actual Units that Exist Must be set to 0• See Actual Units Slide
Run 2 Global Changes to Reset Activities to Not Started
• See De-Progress GCs
Make any Needed Changes and Reschedule
Useful Global Changes –De-Status the Schedule
Skip
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Actual Work Units
Useful Global Changes –De-Status the Schedule (cont.)
Go Back
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De-Statusthe GC’s
Useful Global Changes –De-Status the Schedule (cont.)
Go Back
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Sometimes...
An Activity may have a Unit without a Resource Assigned...
Errors?
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Useful Global Changes –De-Status the Schedule (cont.)
Delete Manually, or Use the Fill-Down Feature
Set Cols for All Units
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Useful Global Changes –Change WBS Based on Filters
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Primavera PM/MM (.xer)
MS Project
Project Planner (P3)
Spreadsheet (.xls)
Primavera Contractor 4.1 (.xer)
Exporting and Importing Projects
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1. Select Items for Export
2. Separate Sheet for Each Item
Exporting and Importing Projects – Spreadsheet (.XLS)
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3. Select a Project (it must be open)
Exporting and Importing Projects – Spreadsheet (.XLS) (cont.)