STEPS

• LOGGING IN

  • select program
  • select P6 Primavera Professional
  • double click (P6) icon
  • type a valid password, "admin"
  • OK
• NAVIGATION BAR

  • View
  • Toolbars
  • Customize
  • Select (Toolbar)
  • Select Close
• ADMIN PREFERENCES

  • Admin
  • Admin Preferences
  • General
  • Select (Code Separator, Starting day of Week, Activity Duration)
  • Close
• USER PREFERENCES

  Open a single project

  ▪ Go to:

  • File,
  • Open,
  • Select (Any Project inside Open Project dialog box),
  • Open

  Open a single EPS node

  Open Multiple projects under different nodes

  
  

  USER PREFERENCES

  • EDIT
  • USER PREFERENCES
  • SELECT (DATES)
  • SELECT (DATE FORMAT, OPTIONS, TIME)
  • CLOSE
• ACCESS MODES

  • File Open,
  • Select (Any Project inside Open Project dialog box),
  • Select (Access mode),
  • Open
• OPENING LAYOUT

  • Layouts,
  • Layouts,
  • Open,
  • No,
  • Select (Open Layout; Global, User admin),
  • Apply Open
• BARS

  • Select (Bars),
  • Select (Display Bars, Ex: Remaining works) Apply,
  • Ok
• TIMESCALE

  • Select (Timescale),
  • Select (Timescale format),
  • Select (show ordinal dates),
  • Apply Ok
• TABLE, FONT AND ROW

  • Select (Table, Font & Row),
  • Select (Font and Color, Row, Height)
  • Apply Ok
• TRACE LOGIC

  • Select (Trace logic),
  • Select (Any Activity Name)
• SELECTING COLUMNS

  • Columns,
  • Customize,
  • Select (available options),
  • Group & Sort,
  • List,
  • Select (Any columns),
  • Select (Arrow),
  • Apply,
  • Ok
• CLOSING A PROJECT

  • File,
  • Close All,
  • Yes
• CREATING ENTERPRISE PROJECT STRUCTURE

  • Enterprise,
  • Select (Enterprise Project Structure),
  • Select (Add),
  • Select (Shift left),
  • Type (EPS ID & EPS Name),
  • Close
• CREATING A RESPONSIBLE MANAGER IN OBS

  • Enterprise,
  • Select(OBS),
  • Select(Add),
  • Type (OBS Name),
  • Select (Shift left),
  • Close
• CREATING A NEW PROJECT

  • File,
  • New,
  • Select EPS,
  • Next,
  • Type (Project ID, Project Name),
  • Next,
  • Select (Planned start start),
  • Must finish by ____,
  • Next,
  • Select (Responsible Manager Options),
  • Select (Rate type),
  • Next,
  • Congratulations,
  • Finish
• AUTO-NUMBERING DEFAULTS

  • Select (Defaults Tab),
  • Select(Default for New Activities,
  • Auto Numbering defaults),
  • Select(increment activity ID based on selected Activity)
  • Note: Project is Closed
• CREATING CALENDARS

  1. Go to:

  • Enterprise,
  • calendar,
  • Add,
  • Select,
  • Type (Calendar Name),
  • Default

  2.

  • Modify,
  • Select (total work hours/day),
  • Select (Workweek),
  • type (standard work hours),
  • Ok.

  3.

  • Select (Detailed work hours/day),
  • Select (Workweek),
  • Modify (Day of the week),
  • Ok.

  4.

  • Select (Time Period),
  • Modify (Hours per Time Period),
  • Ok.

  5.

  • Modify (Holidays_double click date),
  • Ok,
  • Close
• ASSIGNING CALENDAR

  • Details,
  • Select (Defaults),
  • Select (Calendar Options),
  • Select,
  • Close.
  • Note: Project is Closed
• CREATING WBS HIERARCHY

  • WBS,
  • Select (Add),
  • Select (Move left),
  • Type (WBS ID, WBS Name),
  • Ok
• ADDING ACTIVITIVY USING THE NEW ACTIVITY WIZARD

  • Select (Add).
  • Type (Activity ID, Activity Name)
  • Next,
  • Select (WBS),
  • Next.
  • Select (Activity type),
  • Next,
  • Next,
  • Select (Duration type).
  • Next, Select (Units/duration),
  • ext.
  • No
  • Continue,
  • Finish
• DISABLE THE NEW ACTIVITY WIZARD

  • Edit,
  • User Preferences,
  • Assistance,
  • Uncheck (Use new activity wizard)
• ADDING ACIVITY DIRECTLY TO THE PROJECT

  • Click Add from the Command bar.
  • In the Edit menu, click Add.
  • Press Insert on the keyboard.
  • Right-click and click Add.
• ASSIGNING AND DEFINING ACTIVITY TYPE

  • Details,
  • Default tab,
  • Select ty type).
  • Note: project is closed
• ACTIVITY STEPS

  • Details,
  • Steps.
  • Add,
  • Edit or add from templates
• ASSIGNING LAG

  • Details,
  • Relationship,
  • Add (-),
  • (+) lag
• CREATING RELATIONSHIP DIRECTLY IN GANTT CHART

  • clicking and dragging your mouse between the two activities.
• SCHEDULE LOG

  • Exceptions
  • Schedule or F9,
  • View Log,
  • Close
  • Schedule