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    Getting Started in P3:Basic Tips and Techniques

    Beverley M. Sheafer

    Assistant Professor, CSUS

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    Getting Started in P3: Basic Tips & Techniques

    WELCOMELadies and Gentlemen

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    Getting Started in P3: Basic Tips & Techniques

    Focus of Presentation

    To give the occasional user or beginningscheduler a higher comfort level with the P3

    software. To teach those basic skills needed to start using

    Primavera Project Planner for scheduling

    projects. To teach the tips and tricks to using the P3

    software most effectively.

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    Getting Started in P3: Basic Tips & Techniques

    Aspects to be addressed

    1. Capturing the overall project scope of work

    2. Defining the Activity Codes structure

    3. Establishing the Cost Accounts Codes structure

    4. Defining the Resources

    5. Establishing the Calendar ID structure6. Creating activities and their relationships

    7. Organizing activities

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    Getting Started in P3: Basic Tips & Techniques

    1. Capturing the overall project scope of work

    1.1 Using the Contract

    1.1.1 Instructions to Bidders

    1.1.2 The Agreement (Contract Terms and Conditions)

    1.1.3 Project Schedule Requirements

    1.1.4 Special Provisions

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    Getting Started in P3: Basic Tips & Techniques

    1. Capturing the overall project scope of work

    Figure 1.1.1: Instruction to Bidders

    A Project description shall be provided, which illustrates thefunctional characteristics and particular features of the design,through text and drawings, in at least the detail indicated, foreach of the Project elements below.

    The Bidder shall provide a plan, which addresses how the final

    design and engineering, permitting, interface management,commissioning and testing will be completed within theconstraints of the Project Schedule, while maintaining the railroadoperation.

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    Getting Started in P3: Basic Tips & Techniques

    1. Capturing the overall project scope of work

    Figure 1.1.2: The Agreement

    The Projects scope of Work includes the design and constructionof a new twin-track high-level fixed bridge over the South Fork ofthe New River, positioned within the existing right-of-way andapproximately 1.7 miles of new twin-track alignment.

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    Getting Started in P3: Basic Tips & Techniques

    1. Capturing the overall project scope of work

    Figure 1.1.3: Project Schedule Requirements

    The Contractor shall at its own expense prepare, maintain andupdate detailed Project Schedules for the review and acceptanceof (The Owner), all as described in this Section 5. The ProjectSchedules shall be prepared in such a manner as to permit theorderly planning, organization, and execution of the Work andshall be sufficiently detailed to accurately depict all the Workrequired for Final Acceptance and Revenue Ready Status. TheContractor's and Subcontractors management personnel shallactively participate in its development and implementation.

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    Getting Started in P3: Basic Tips & Techniques

    1. Capturing the overall project scope of work

    Figure 1.1.4: Special Provisions(The Owner) has created a Work Breakdown Structure (WBS) forthe Project. The WBS is intended to provide a hierarchy of work

    to be accomplished to complete the Project. The hierarchicalstructure subdivides all of the Work elements into successivelysmaller increments of Work. Each division of the Work is definedas a level. The number of levels is determined based on thenecessary detail required to track the Project elements. The level

    of detail provides a breakdown of the Project which facilitates theProject team with tracking and monitoring Project progress. TheWBS provides a hierarchical structure to segregate Projectelements to facilitate the collection and analysis of Project Dataand to serve as a mechanism for payment and scheduling for

    Project design, procurement and construction.

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    Getting Started in P3: Basic Tips & Techniques

    1. Capturing the overall project scope of work

    1.2 Developing the Work Breakdown Structure(WBS)

    1.2.1 Levels Width number of characters

    Separators type of symbol

    1.2.2 Codes Use typical abbreviations and standards

    Keep it simple

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    Getting Started in P3: Basic Tips & Techniques

    1. Capturing the overall project scope of work

    Screen 1.2:

    Opening the

    WBS dialog box

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    Getting Started in P3: Basic Tips & Techniques

    1. Capturing the overall project scope of work

    Screen 1.2.1:

    Operating within

    the WBS dialogbox - defining theWBS levels

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    Getting Started in P3: Basic Tips & Techniques

    1. Capturing the overall project scope of work

    Screen 1.2.2:

    Operating within

    the WBS dialogbox - creating theWBS codes

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    2. Defining the Activity Codes structure

    2.1 Codes (category)

    2.1.1 Name

    2.1.2 Length2.1.3 Description

    2.2 Values (items within category)

    2.2.1 Value Code

    2.2.2 Description

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    Getting Started in P3: Basic Tips & Techniques

    2. Defining the Activity Codes structure

    Screen 2.:

    Opening the

    Activity Codesdialog box

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    Getting Started in P3: Basic Tips & Techniques

    2. Defining the Activity Codes structure

    Screen 2.1:

    Operating within

    the Activity Codesdialog box -entering activitycodes

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    Getting Started in P3: Basic Tips & Techniques

    2. Defining the Activity Codes structure

    Screen 2.2:

    Operating within

    the Activity Codesdialog box entering activitycode values

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    Getting Started in P3: Basic Tips & Techniques

    3. Establishing the Cost Accounts Codes structure

    3.1 Categories

    3.1.1 Code

    3.1.2 Category Title

    3.2 Titles

    3.2.1 Account Number

    3.2.2 Account Title

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    Getting Started in P3: Basic Tips & Techniques

    3. Establishing the Cost Accounts Codes structure

    Screen 3.:

    Opening the Cost

    Accounts dialogbox

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    Getting Started in P3: Basic Tips & Techniques

    3. Establishing the Cost Accounts Codes structure

    Screen 3.1:

    Operating within

    the CostAccounts dialogbox defining costcategories

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    3. Establishing the Cost Accounts Codes structure

    Screen 3.2:

    Operating within

    the CostAccounts dialogbox defining costaccounts

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    Getting Started in P3: Basic Tips & Techniques

    4. Defining the Resources

    4.1 Resources4.1.1 Resource Code

    4.1.2 Units4.1.3 Driving

    4.1.4 Base

    4.1.5 Description4.2 Limits

    4.3 Prices

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    Getting Started in P3: Basic Tips & Techniques

    4. Defining the Resources

    Screen 4.:

    Opening the

    Resources dialogbox

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    Getting Started in P3: Basic Tips & Techniques

    4. Defining the Resources

    Screen 4.1:

    Operating within

    the Resourcesdialog box defining theresource

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    Getting Started in P3: Basic Tips & Techniques

    4. Defining the Resources

    Screen 4.2:

    Operating within

    the Resourcesdialog box defining the limits

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    Getting Started in P3: Basic Tips & Techniques

    4. Defining the Resources

    Screen 4.3:

    Operating within

    the Resourcesdialog box defining the prices

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    Getting Started in P3: Basic Tips & Techniques

    5. Establishing the Calendar ID structure

    5.1 Calendars

    5.1.1 Standard (daily information)

    5.1.2 Holidays5.1.3 Work periods/Non-work periods

    5.2 Assigning

    5.2.1 To activities

    5.2.2 To resources

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    Getting Started in P3: Basic Tips & Techniques

    5. Establishing the Calendar ID structure

    Screen 5.:

    Opening the

    Calendar IDdialog box

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    Getting Started in P3: Basic Tips & Techniques

    5. Establishing the Calendar ID structure

    Screen 5.1:

    Operating within

    the Calendar IDdialog box addinga calendar

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    Getting Started in P3: Basic Tips & Techniques

    5. Establishing the Calendar ID structure

    Screen 5.2:

    Operating within

    the Calendar IDdialog box assigning toresources

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    Getting Started in P3: Basic Tips & Techniques

    6. Creating activities and their relationships

    6.1 Adding New activities

    6.1.1 Assigning Activity ID and Name

    6.1.2 Assigning Calendar ID and Original Duration6.1.3 Assigning Predecessors and Successors

    6.2 Assigning the WBS

    6.3 Assigning Activity Codes

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    Getting Started in P3: Basic Tips & Techniques

    6. Creating activities and their relationships

    6.4 Assigning Resources

    6.5 Assigning Cost Accounts

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    Getting Started in P3: Basic Tips & Techniques

    6. Creating activities and their relationships

    Screen 6.1:

    Adding Activities

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    Getting Started in P3: Basic Tips & Techniques

    6. Creating activities and their relationships

    Screen 6.1.1:

    Assigning Activity

    ID and ActivityName

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    Getting Started in P3: Basic Tips & Techniques

    6. Creating activities and their relationships

    Screen 6.1.2:

    Assigning Calendar

    ID and OriginalDuration

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    Getting Started in P3: Basic Tips & Techniques

    6. Creating activities and their relationships

    Screen 6.1.3:

    Establishing

    Predecessor andSuccessorrelationships

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    Getting Started in P3: Basic Tips & Techniques

    6. Creating activities and their relationships

    Screen 6.2:

    Assigning the WBS

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    Getting Started in P3: Basic Tips & Techniques

    6. Creating activities and their relationships

    Screen 6.3:

    Assigning the

    Activity Codes

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    Getting Started in P3: Basic Tips & Techniques

    6. Creating activities and their relationships

    Screen 6.4:

    Assigning

    Resources

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    Getting Started in P3: Basic Tips & Techniques

    6. Creating activities and their relationships

    Screen 6.5:

    Assigning CostAccounts

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    Getting Started in P3: Basic Tips & Techniques

    7. Organizing activities

    7.1 Organize by

    7.2 Group by

    7.3 Sort by

    7.4 Filtering

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    Getting Started in P3: Basic Tips & Techniques

    7. Organizing activities

    Screen 7.:

    Opening theOrganize dialogbox

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    Getting Started in P3: Basic Tips & Techniques

    7. Organizing activities

    Screen 7.1:

    Operating withinthe Organizedialog box Organize byfunction

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    Getting Started in P3: Basic Tips & Techniques

    7. Organizing activities

    Screen 7.2:

    Operating withinthe Organizedialog box Group by function

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    Getting Started in P3: Basic Tips & Techniques

    7. Organizing activities

    Screen 7.4:

    Opening the Filterdialog box

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    Getting Started in P3: Basic Tips & Techniques

    7. Organizing activities

    Screen 7.4-a:

    Operating withinthe Filter dialogbox modifying anexisting filter

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    Getting Started in P3: Basic Tips & Techniques

    Summary

    1. WBS

    2. Activity Codes

    3. Cost Accounts Codes

    4. Resources

    5. Calendar ID6. Creating Activities

    7. Organizing Activities

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    Getting Started in P3: Basic Tips & Techniques

    QUESTIONS ?

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    Getting Started in P3: Basic Tips & Techniques

    THANK-YOULadies and Gentlemen

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    Getting Started in P3: Basic Tips & Techniques

    Suggested Resources

    Construction Scheduling with Primavera ProjectPlanner, 2nd edition by Leslie Feigenbaum

    Project Scheduling and Management for Constructionby David R. Pierce

    Project Scheduling Handbookby Jonathan F. Hutchings

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    Getting Started in P3: Basic Tips & Techniques

    Contact Information

    Beverley M. SheaferAssistant ProfessorConstruction Management Program

    CSU, Sacramento6000 J Street, Sacramento CA 95819-6029

    Office - 916-278-5349Email - [email protected]