1. business and industrial
2. business operations
3. management
4. project management

Welcome to the
Eastwood Harris Pty Ltd
Primavera P6
Versions 8.1, 8.2 & 8.3
Professional and Optional
Client
3 day training course
PMI REP No 3001 – Course Number PP6
Page 2
IMPORTANT POINTS FOR
INSTRUCTOR
 See notes below.
Course Objectives
This course objectives are teach participants:
 Introduction to the user interface and how to plan
projects without resources,
 Filters, layouts and printing,
 Baselines, and updating an un-resourced project,
 Creating and assigning roles and resources,
 Controlling projects with resources and costs,
 Setting up and administering a database plus
advanced features including import/export,
 Activity Codes, Custom Data Fields and Global
Change.
Successful completion of all the course workshops will
confirm that the objectives have been met.
Page 3
Page 4
Administration
Course Agenda
 Evacuation
Day 1 Modules
 Facilities, timings and meals
1 - Introduction
 Mobile phones & Emails
 Introductions:
2 - Creating a Project Plan
3 - Starting Up and Navigation
4 - Creating a New Project
 Your name,
5 - Defining Calendars
 The types of projects you are involved in,
6 - Creating a Primavera Project WBS
 Your experience in scheduling software and
7 - Adding Activities and Organizing Under the WBS
 What you seek from this course
8 - Formatting the Display
 What version of P6 does your company use
9 - Adding Relationships
 Course attendance sheet,
10 - Activity Network View
 Course conduct.
11 – Constraints.
Page 5
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
6
Page 6
1
Course Agenda
Course Agenda
Day 2 Modules
Day 3 Modules
12 - Group, Sort and Layouts
20 - Resource Optimization
13 - Filters
21 - Updating a Resourced Schedule
14 - Printing and Reports
22 - Other Methods of Organizing Project Data
15 - Scheduling Options and Setting a Baseline
23 - Global Change
16 - Updating an Unresourced Schedule
24 - Managing the Enterprise Environment
17 - User and Administration Preferences
25 - Multiple Project Scheduling
18 - Creating Roles and Resources
26 - Utilities
19 - Assigning Roles, Resources and Expenses.
27 - Earned Value.
7
Page 7
8
Page 8
1 - INTRODUCTION
1.1 – Purpose of the course
1.1 - Purpose of the Course
 Provide a method for planning, scheduling and
controlling projects using Primavera,
1.2 - Required Background Knowledge
 Within an established Enterprise Project database or
a blank database,
1.3 - Purpose of Planning
1.4 - Project Planning Metrics
 Up to an intermediate level.
1.5 - Planning Cycle
1.6 - Levels of Planning
1.7 - Monitoring and Controlling a Project.
Page 9
1.2 - Required Background
Knowledge
 The ability to use a personal computer and
understand the fundamentals of the operating
system,
 Experience using application software such as
Microsoft Office and
 An understanding of how projects are planned,
scheduled and controlled, including understanding
the project management processes applicable to
your projects.
Page 11
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
Page 10
1.3 - Purpose of Planning
 The ultimate purpose of planning is to build a model
that allows you to predict which activities and
resources are critical to the timely completion of the
project,
 Strategies may then be implemented to ensure that
these activities and resources are managed
properly, thus ensuring that the project will be
delivered both On Time and Within Budget.
Page 12
2
3.16 - Commit Changes – F10 Key
3.17 - Send Project
 The File, Commit Changes command writes any
changes you have made to the database,
 The File, Send Project function creates an XER file
and attaches it to an email.
 These changes may then be read by other users by
the Refresh Data command.
Page 73
Page 74
3.18 - Closing Down
3 - STARTING UP AND
NAVIGATION - SUMMARY
The closing down options are:
3.1 - Logging In
 Select File, Close All or Ctrl+W to close all
Projects, but not the software,
3.2 - The Projects Window
 Select File, Exit or click the
icon in the top right
side of the Primavera window to shut down all
projects and close Primavera.
3.3 - Opening One or More Projects
3.4 - Displaying the Activities Window
3.5 - Opening a Portfolio
3.6 - Top and Bottom Panes of Windows
3.7 - User Interface Update
3.8 - User Preferences
3.9 - Starting Day of the Week
3.10 - Admin Preferences – Set Industry Type
continued...
Page 75
Page 76
3 - STARTING UP AND
NAVIGATION - SUMMARY
3.19 - Workshop 1 - Navigating
Around the Windows
3.11 - Application of Options within Forms
 To become familiar with Primavera you will need
open your database and navigate around the
windows,
3.12 - Do Not Ask Me About This Again
3.13 - Right-clicking with the Mouse
3.14 - Accessing Help
3.15 - Refresh Data – F5 Key
 Note: Your windows may look different from the ones
used in this course which uses a demonstration
database provided by Oracle Primavera.
3.16 - Commit Changes – F10 Key
3.17 - Send Project
3.18 - Closing Down.
Page 77
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
Page 78
13
4 - CREATING A NEW PROJECT
4.1 - Creating a Blank Project
4.1 - Creating a Blank Project
 Select File, New to run the Create New Project
Wizard,
4.2 - Copy an Existing Project
4.3 - Importing a Project
 Information Required:
 EPS Node
4.4 - Setting Up a New Project
 A unique Project ID
4.5 - Project Dates
 Project Name
4.6 - Saving Additional Project and EPS Information Notebook Topics
 Planned Start date
 (Optional Must Finish
By date)
4.7 - Workshop 2 - Creating Your Project.
 Responsible Manager (OBS)
 Resource Rate Type.
Page 79
4.2 - Copy an Existing Project
Page 80
4.3 - Importing a Project

Different Versions of Primavera run on different databases
including Oracle and Microsoft databases,
 Select Edit, Copy or Ctrl C,

Primavera will not open a standalone project file,
 Select EPS Node to be copied to,

You may be required to import a project or project data
that has been created in another program,

Primavera is equipped with a set of tools for importing
projects and data in Excel format from other sources,

Select File, Import… to open a wizard that will guide you
through the process of importing projects into your
database,

Select File, Export… to open a wizard that will guide you
through the process of exporting projects from your
database,

NOTE: Importing projects will often import a large amount
of unwanted data.
 Select project or projects to be copied,
 Edit, Paste or Ctrl V
 Select options as required:
Page 81
4.3.1 - Primavera File Types
 XER – Used to exchange one or more projects
between Primavera database,
Page 82
4.3.2 – Non Primavera File Types
Primavera will import and/or export to the following file types:

 PLF – Used to exchange Layouts between Primavera
databases,
Microsoft Project MPP 2000 - 2003 is imported and
exported, but require Microsoft Project 2000- 2003 to be
loaded,

 ANP– Used to save the position of activities in an
Activity Network,
Note: Loading of MSP 2007 or MSP 2010 disables the MPP
import function of P6,

Microsoft Project 2000/2003, 2007 and 2010 XML
files are exported and imported by Primavera, removing
the requirement to have Microsoft Project loaded,

Primavera Project Planner P3 and SureTrak files saved in
P3 format. A SureTrak project in SureTrak format should be
saved in Concentric (P3) format before importing, this
function needs P3 or SureTrak loaded,

MPX (*.mpx). files are imported and exported,

XLS. Primavera Version 5.0 has a new function allowing the
import and export of data in Excel format.
 ERP– Used to exchange Reports between Primavera
databases,
 XML – A format introduced with Primavera Version
6.0 which is used to import data from the Project
Manager module. This is the same software language
but a different format to a Microsoft Project XML file.
 PCF – Used to exchange Global Changes between
Primavera databases.
Page 83
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
Page 84
14
7.12 - Reordering or Sorting
Activities
 The sort order of activities within a band is set by an
order from one or more columns,
 You may not drag activities up or down the schedule
in the same way as other products.
 To sort Activities:
 Highlighting a column title and clicking with the mouse,
or
 Select View, Group and Sort By:
 Click the Sort icon,
 This will be covered in detail in Module 8,
7.13 - Undo
 Primavera Version 5.0 introduced a multiple Undo
function that operates on Resources, Resource
Assignments, and Activities windows, but no Redo
function,
 There are many functions that will erase the Undo
memory such as scheduling, summarizing, importing,
opening a project, opening Code forms, opening User
and Admin Preferences and closing the application,
 This will only undo schedule calculations not
formatting.
 NOTE: Ensure the layout is saved immediately as the
sort is destroyed as soon as another column header is
clicked on.
Page 151
Page 152
7.14 - Summarizing Activities
Using the WBS
7.15 - Spell Check
 Double-click any WBS band description,
To spell check a project, open the Spell Check form by:
 Select View, Expand All or View, Collapse All from the
menu,
 Select Edit, Spell Check, or
 Right-click and select Expand All or Collapse All from
the menu,
 Click on the + or - button to the left of the WBS Node
description to expand or collapse the WBS Node.
Page 153
 Hit the F7 key,
 NOTE: Ensure you have selected the column you
wish spell checked.
Page 154
7 - ADDING ACTIVITIES AND
ORGANIZING UNDER THE WBS SUMMARY
7.1 - New Activity Defaults
7 - ADDING ACTIVITIES AND
ORGANIZING UNDER THE WBS SUMMARY
7.11 - Assigning Activities to a WBS Node
7.2 - Adding New Activities
7.12 - Reordering or Sorting Activities
7.3 - Default Activity Duration
7.4 - Copying Activities from other Programs
7.5 - Copying Activities
7.13 - Undo
7.14 - Summarizing Activities Using WBS
7.15 - Spell Check.
7.6 - Renumbering Activity IDs
7.7 - Elapsed Durations
7.8 - Finding the Bars in the Gantt Chart
7.9 - Activity Information – Bottom Layout
7.10 - Assigning Calendars to Activities
Page 155
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
continued…
Page 156
26
7.16 - Workshop 5 - Adding
Activities
 We need to set up the defaults and add the activities
to the schedule.
8 - FORMATTING THE DISPLAY
8.1 - Formatting the Project Window
8.2 - Understanding Forms
8.3 - Formatting the Bars
8.4 - Progress Line Display on the Gantt Chart
8.5 - Formatting Columns
8.6 - Row Height and Show Icon
8.7 - Format Timescale
8.8 - Inserting Attachments – Text Boxes and Curtain
8.9 - Format Fonts and Font Colors
8.10 - Format Colors
8.11 – Line Numbers
Page 157
8.12 - Workshop 6 – Formatting the Bar Chart.
Page 158
8.1 - Formatting the Project
Window
8.2 - Understanding Forms
 The formatting of the Project Window is very similar
to the formatting of the Activity Window and will not
be covered separately,
 Unlike many software packages Primavera has
sorting and filtering functions in most forms and the
principals are the same in all of them:
 Clicking in the Resource ID column of the Resources
Window take the formatting from hierarchical to
alphabetical to reverse alphabetical and back to
hierarchical,
 Formatting, Filters and Layouts all work in the same
way in the Projects Window as the Activities Window,
except one is dealing with projects and not activities.
 The Assign Successors form has a Filter and Group
and Sort By option which affect which data and how it
is Grouped,
 The Assign Resource form has Columns, Filter and
Group and Sort By option which affect what data is
available.
Page 159
8.3 – Formatting Bars
 The bars in the Gantt Chart may be formatted to suit
your reporting requirements for display,
 Primavera does not have the option to format
individual bars as in Microsoft Project. The coloring of
specific activities may achieved by creating a bar
style (with the desired colors) with a filter to assign
the bar style to select the activities requiring specific
formatting ,
 At the time of writing this book the author had placed
a layout on www.primavera.com.au under Technical
Papers that has the bar formatting issues that are
inherent with the default load of P6 fixed,
 It is suggested that downloading this layout will save
users a significant amount of formatting time.
Page 161
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
Page 160
8.3.1 - Formatting the Bars
 To format the Activity Bars you must open the Bars
form by :
 Select View, Bars, or
 Click on the Bars Toolbar icon, or
 Right-click in the bars area and select Bars from the
menu,
 Each bar listed in the table may be hidden or
displayed on the bar chart by checking the box in the
Display column,
 New bars may be added by clicking on the Add icon
and deleted by clicking on the Delete icon,
 The bar at the top of the list is placed on the screen
and then the one below drawn over the top of it, so it
would be simple to hide one bar with a second.
Page 162
27
Formatting the Bars....
 The Name is the title assigned to the bar and may be
displayed in the printout legend,
 The Timescale option enables the nomination of a
predefined bar which is selected from the drop down box,
 Double clicking on a cell in the Filter column opens the
Filters form which will determine which activities are
displayed with the assigned bar format:
Page 163
8.3.2 Formatting Bars Issues
 There are a number of issues with the Primavera
standard bar formatting that need to be understood
so the user may display the activity bars logically,
 The Primavera default formatting is applied by
clicking on the Default button in the Bars form,
Formatting the Bars....
 Negative Float is displayed in a similar way as in
Microsoft Project and requires another bar in addition to
the Positive Float bar and both the Timescale and
Filter selected as Negative Float,
 The Float bar shows Total Float
 There is no Free Float bar available,
 The % Complete
bar is linked to
the Activity %
Complete .
Page 164
Float on Complete Activity
 Total Float Bar Issue, by default a Total Float bar
is displayed on a completed task,
 But the Float value is set to “Null”:
 In general this Default button should always be
avoided in all forms as it re-applies the Primavera
defaults destroying any formatting changes you
have made,
 These formatting issues have been resolved in the
www.primavera.com.au_layout ,
 You should consider using the
www.primavera.com.au_layout to create new
layouts resolves many of these issues,
 We will go through these issues now.
Page 165
Float on Complete Activity
 To remove this bar set the filter on the Float Bar in the
in the Bars form to be Not Started or In Progress:
Page 167
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
Page 166
Float on Complete Activity....
 This is what it should look like now:
Page 168
28
Free Float Bar
 This may not be easily displayed.
Baseline Bar Display
 A Baseline Bar is displayed when a Baseline has not
been set,
 The Planned Dates are being displayed as the Baseline
Bar,
 Ensure you have a Baseline set before displaying a
Baseline Bar.
Page 169
Page 170
Relationships displayed on
Baseline Bars
 By default the relationships are displayed on the
Baseline bar which is not a normal method of
displaying them,
Remaining Level of Effort and
Actual Level of Effort bars
 The activity bar may disappear when a LOE Activity is
created,
 You should check in the Bars form that both the
Remaining Level of Effort and Actual Level of
Effort bars are always displayed:
 To remove relationships on the Baseline bar,
 Move the Baseline bars to the bottom of the Bars form:
Page 171
Page 172
Baseline Bars
After you have moved all the baseline bars to the bottom:
 There is no Project Baseline Milestone, this will need
to be added,
 The Project Baseline and Primary Baseline bars are
both narrow yellow bars, the same as the Negative Float,
Text on Bars
 There is text on many bars and it is difficult to add or
remove text from bars with the current configuration,
 It is suggested that text is removed from all bars,
except from the Current Bar Labels bar,
 This is done by:
 It is suggested you make them a different color and put
them as thicker bars on the top and bottom of row 2,
 Clicking on the Bar Labels tab at the bottom,
 Clicking on one bar at a time and using the Delete
button at the bottom (NOT SIDE) of the screen to
delete the text line,
 The change the Baseline Milestone colors to match,
 Change to shape so one may be seen behind the other, and
 Change the Current Bar Labels bar filter to read All
Activities, see next slide,
 Change the descriptions so they make sense,

There are no Secondary Baseline or Tertiary Baseline
Milestones, if you are not using these then delete these bars:
Page 173
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
 Now if you display the Current Bar Labels bar then
text will be displayed on all bars and when this bar is
hidden then all text will be removed from bars, thus
making it simpler to add or remove Bar text.
Page 174
29
10 - ACTIVITY NETWORK VIEW SUMMARY
10.1 - Viewing a Project Using the Activity Network View
10.2 - Adding, Deleting and Dissolving Activities in the
Activity Network View
10.3 - Adding, Editing and Deleting Relationships
10.4 - Formatting the Activity Boxes
10.5 - Reorganizing the Activity Network
10.8 - Workshop 8 - Scheduling
Calculations and Activity Network
View
 We want to practice using the Activity Network View
and,
 Then you may work through calculating early and late
dates with a simple manual exercise which is found in
your copy of the book this course is based on.
10.6 - Saving and Opening Activity Network Positions
10.7 - Early Date, Late Date and Float Calculations.
Page 217
Page 218
Activity Constraint Types
11 - CONSTRAINTS
Constraints are used to impose logic on activities
that MAY not be realistically scheduled with logic
links.
11.1 - Assigning Constraints
11.2 - Project Must Finish By Date
This module will deal with the following constraints
in detail:
11.3 - Activity Notebook
11.4 - Workshop 9 – Constraints.
 Start On or After more commonly called an
Early Start constraint and affects the
activities Early Start date,
 Finish On or Before more commonly called
an Late Finish constraint and affects the
activities Late Finish date,
These are the minimum number of constraints that
are required to effectively schedule a project,
There are many other types that may be used:
Page 219
Page 220
Activity Constraint Types continued
Other Constraint Types:

Start On initially sets the Early and Late
Start to the constraint date and therefore has
no Total Float, but may develop Negative
Float,

Start On or Before more commonly called
an Late Start constraint and affects the
activities Late Start date,

Finish On initially sets the Early and Late
Finish to the constraint date and therefore
has no Total Float, but may develop Negative
Float,

Finish On or After more commonly called an
Early Finish constraint and affects the
activities Early Finish date calculation,
Activity Constraint Types Continued
Other Constraint Types continued:

Mandatory Start sets the Early and Late
Start dates and prevents float from travelling
through the constraint,

Mandatory Finish sets the Early and Late
Finish dates and prevents float from travelling
through the constraint,

Expected Finish calculates the Remaining
Duration of an activity and requires the check
box in the Scheduling Options form to be
check before it operates,

As Late as Possible consumes Free Float
and sets the Early and Late date to be as late
as possible but without delaying successor
activities and does not develop Total Float.
continued…..
Page 221
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
Page 222
37
16.4 - Progress Spotlight and
Update Progress
16.5 - Suspend and Resume
 The Progress Spotlight highlights the activities that
should have been progressed during the update period,
 The Suspend and Resume function enables the work
to be suspended in the past and the activity resumed
at a later date in the future
 The Progress Spotlight function may be used in
conjunction Update Progress,
 This enables only one break in an activity,
 Update Progress must be used with caution on
schedules with progress as it does not work as one would
expect and may change actual dates without warning,
 Enter the Suspend and Resume dates either in:
 The Activity Details form Status Details tab, or
 In the Suspend and Resume columns:
 This Update Progress function will set the Actual Start
and Early Finish or the Actual Start and Actual Finish to
the Planned Dates values,
 The Planned Dates values may represent irrelevant data,
thus your schedule will now have dates set to irrelevant
dates,
 It is recommended that this function is not used.
Page 301
Page 302
16.6 - Scheduling the Project
 At any time, but usually after some or all the
activities have been updated, the project is scheduled
from the Schedule form by:
 Select Tools, Schedule…, or
 Press the F9 key, or
 Click on the
icon,
 Select the revised Current Data Date and Time
from the box:
Page 303
Page 304
16.7 - Comparing Progress with
the Baseline
16.8 - Progress Line Display on
the Gantt Chart
 You may view any variance using bars or columns:
 A Progress Line displays how far ahead or behind
activities are in relation to the Baseline,
 Either the Project Baseline or the Primary User
Baseline may be used for comparison,
 The progress line is formatted using the View, Bar,
form, Progress Line tab,
 There are four parameters for the display of the
progress line, and
 Select View,
Progress Line
to hide or display
the Progress Line.
Page 305
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
Page 306
51
Baseline Project and Values
 A Baseline project is a complete copy of a project
including the relationships, resource assignments and
expenses,
 The Baseline values are values against which project
progress is measured. All these values may be read
by and compared with the current project values and
show variances from the original plan,
 A Baseline would normally be created prior to
updating a project for the first time and
 The Primavera Variance columns use Baseline data
from Baseline Projects to calculate variances.
Page 379
21.2 - Understanding the Current
Data Date
 The Current Data Date is the date that divides the
past from the future in the schedule. It is not normally
in the future but is often in the recent past due to the
time it may take to collect the information required to
update the schedule,
 Actual Costs and Quantities/Hours or Actual Work
occur before the Data Date,
 Costs and Quantities/Hours to Complete or Work
to Complete are scheduled after the Data Date,
 Actual Duration is calculated from the Actual Start
to the Current Data Date,
 Remaining Duration is the duration required to
complete an activity. The Early Finish date of an inprogress activity is normally calculated from the
Current Data Date and the Remaining Duration.
Page 380
Planned Dates Issues - recap
 The Planned Dates will be displayed as the
Baseline Bars when the the Admin, Admin
Preferences…, Earned Value tab is set to
Budget values with planned dates,
Understanding the Baseline Dates,
Units and Costs
 Assume that the schedule in the picture below is to
be set as a Baseline:
 The next slide will explain how the options in the
picture below operate:
 When you create a Baseline from this schedule, then
which values are reported as Baseline Values?
 This is set from the options below:
Page 381
Understanding the Baseline Dates,
Units and Costs
Page 382
21.3 - Information Required to Update
a Resourced Schedule

Activities completed in the update period:
 Actual Start date of the activity,
 Actual Finish date of the activity,
 Actual Costs and Quantities (Units) consumed or spent on Labor
Resources, Non Labor Resources, Material Resources and
Expenses. These may be calculated by the software or collected
and entered into the software,


At completion values with current dates will show as the
Baseline values both the revised At Completion values and the
Current Dates, which will always be the dates that one would
expect to see,

Budget values with current dates will show as the Baseline
values the original Budget values and the Current Dates,
Budget values with planned dates will show as the Baseline
values the original Budget values and Planned Dates. The
Planned Dates may be irrelevant dates and this option should
NEVER be used.
Page 383

P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
Activities commenced in the update period:
 Actual Start date of the activity,
 Remaining Duration or Expected Finish date,
 Actual Costs and/or Actual Quantities. Only when these are to
entered into the software,
 Quantities to Complete and Costs to Complete. Only when
these are to entered into the software,
 % Complete

Activities Not Commenced:
 Changes in Logic, Constraints, or Duration, or
 Changes in estimated Costs, Hours or Quantities and
Page 384
 Add or remove tasks to represent scope changes.
64
25.3 - Setting Up Primavera
Projects as Sub-projects
25.4 - Refresh Data & Commit
Changes
 There are a number of issues to be considered when
moving to this environment,
 The File, Refresh Data option is used when two or
more people are working on the same project,
 It ensures that the latest data is displayed, which
enables one user to see the latest edits made by
another user,
 Be aware that Primavera does not have the subproject options that are found in other products,
 The following functions should be understood:
 This includes resetting the Global Calendar if another
user changes it,
 How to Open One or More Projects,
 Default Project,
 Setting the Projects Data Dates.
Page 451
 The File, Commit Changes option is used to write
any schedule changes to the database.
Page 452
25.5 - Who Has the Project Open?
 When a project is opened with Primavera using the
File, Open option the Open Project form has Access
Mode options to open the project as
 Exclusive, or
 Shared, or
 Read Only,
 Select Users to open the Project Users form and
see who else has the file open.
25.6 - Setting Baselines for
Multiple Projects
 When multiple Projects are Baselined in P6 the end
result is not desirable when a project is Restored,
 Relationships are created between both the original
projects and the Baselined projects and neither
Restored baselines or Current projects will calculate
correctly,
 Therefore if you wish your baseline projects to
maintain the relationships to other baselined projects
that are baselined at the same time but not to the
current project when it was baselined then you must:
 Open the Projects Window,
 Copy the multiple projects in this view,
 Then set the baselines using the Convert another
project to a new baseline of the current project.
Page 453
Page 454
Multiple Project Baseline
Multiple Project Baseline
 The picture below displays how relationships are created
when the projects are Baselined together using the
option of Save a copy of the current project as a
new baseline:
 The picture below displays how relationships are created
when the projects are Baselined together using the
option of Convert another project to a new baseline
of the current project:
Page 455
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
Page 456
76
27.3 - Earned Value
 P6 has a field titled Performance % Complete
which is used to calculate the Earned Value for each
activity,
Earned Value
 Example of the Calculation of the Earned Value:
 In P6 there are some options for calculation of the
Performance % Complete for all activities in each
WBS Node which is, in turn, is used to calculate the
Earned Value:
 The defaults are set in the Admin, Admin
Preferences…, Earned Value tab,
 The options are managed at WBS Node value for all
activities assigned to a WBS Node, and each WBS Node
may have different values,
 Open the WBS Window, Earned Value tab to see the
options which are mainly self-explanatory.
Page 475
Page 476
27.4 - Actual Costs
27.5 - Estimate to Complete
 These are the costs actually incurred in performing
the work,
 P6 has two separately calculated estimate to
complete fields:
 Estimate to Complete from Resource and Expense Units
and Costs, usually titled Remaining Costs or
Remaining Units and
 Actual Costs are often calculated from the amount
paid plus accruals,
 Actual Costs and Actual Units may be recorded in
Primavera and displayed in two methods:
 Estimate to Complete from P6 Earned Value
Calculations, titled Estimate to Complete (costs) or
Estimate to Complete Labor Units,
 The total to date, or
 Calculated from the Financial Periods values when
Period values are stored.
Page 477
27.6 - Activity Usage S-Curves
 The instructor will step through the options:
 NOTE: It is very important that users understand the
differences between these two fields and know which
they are using and displaying.
Page 478
27.7 - Sample Graphical S-Curves
 Remaining and Late
Remaining curves are
drawn from the zero
point, and
 Traditional EV SCurves.
Page 479
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
Page 480
80
27 - EARNED VALUE MANAGEMENT
WITH P6 - SUMMARY
Review Expectations
 27.1 - Performance Measurement Baseline
 Any questions,
 27.2 - Planned Value
 Complete Feedback Sheet,
 27.3 - Earned Value
 Have we met your expectations?
 27.4 - Actual Costs
 27.5 - Estimate to Complete
 27.6 - Activity Usage S-Curves
 27.7 - Sample Graphical S-Curves.
Page 481
TCC0205-TRG-TM-SP10\A2
Page 482
Database Cleanup at end of
course, if required:
Please could you delete all:
 User Filters
 User Layouts
Thank you for attending
 The resources created but NOT your
Resource node
 Your projects.
484
Page 483
P6 VERSION 8.3 SAMPLE
POWERPOINT SLIDES
Page 484
81