Primavera quick reference guide

P 3® F O R W I N D O W S™ REFERENCE CARDS BUILDING A SCHEDULE 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 Insert an activity Display relationships Point and drag to line successors Automatically link a group of highlighted activities 10 Click a cell to edit data Click the Schedule icon to recalculate the schedule Drag the bar’s endpoint to change the duration Click any relationship line to review, delete or edit Use the Successors detail form to add or review successors Enter activity data and details using the Activity form The Activity Log provides an electronic notepad CUSTOMIZING ACTIVITY BARS 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 The Bars icon formats bars and endpoints The Endpoints button defines the color and shape of endpoints for each bar Modify any bar definition Click here to change the bar color Show text and numeric data around each bar C U S T O M I Z I N G T H E P R O J E C T L AY 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 Double-click on the timescale, then drag the slider bar to expand or condense The Format Columns command adds or deletes columns The Format Bars icon adds or deletes bars List the data items for columns Double-click the Visible column to display target early bars Insert a column between Remaining Duration and % complete, click the plus button Drag the vertical split bar to show more data ORGANIZING AND SUMMARIZING Define the organization of the layout Activities that share a common attribute, such as a subproject or responsibility, can be grouped into bands Drag and drop between bands to automatically reassign responsibilities Double-click a group title band to summarize Set the font, background color and text color for group title bands The Outline option organizes a project based on its work breakdown structure Each layout can have its project data organized differently Activities can be grouped into bands based on activity codes, such as responsibility and department You can also group by resource, cost accounts, dates, calendars and the work breakdown structure for a project OBJECT LINKING AND EMBEDDING The Pushpin tool attaches an object to a specific activity bar, date or group heading Display the Attachment Tools palette Embed or link objects using OLE from the Edit Menu Use the Curtain tool to share critical time periods in a project The Symbol Selection tool links clip art or any OLE object to your project Double-click a linked video clip to play it Integrate data from other applications using Object Linking and Embedding (OLE) Use the Attachment Tools to link text, graphics and drawings Add notes or annotations to a layout using the Text tool A N A LY 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 This table summarizes the monthly costs Display the Resources dialog box where you can assign resources to activities Spot resource-level– point to center of bar and drag to later timeframe Click on bar to show data values Check your resource allocation by displaying the Resource Profile Customize display options Bar shows required resources exceeding normal availability Bar shows required resources exceeding maximum availability PRINTING THE SCHEDULE 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 Create a separate page for each team member by choosing the Skip Page option Filters focus on specific activities for analyzing, reporting, and updating Preview the Bar chart before printing Show multiple page previews of your project output This filter selects all activities scheduled to start in the next six months Print Options let you automatically include any OLE object as your company logo on each page Windows is a trademark of Microsoft Corporation