Presented by:

Nitin Wakode
Santosh Punaskar
 Contents
Introduction to Primavera
Why Primavera?
Benefits of Primavera in Refinery Projects
Primavera - Features
Setting up a new Project (EPS/ OBS / new project)
WBS & WBS Codes
Activities & Activity Types
Activity Durations
Dates
Calendars
Activity Relationships
Resources
Constraints
Scheduling & Schedule Log
Critical Path Analysis
Baseline
Update schedule
 Primavera
Enterprise project management software.
Includes project management, product management, collaboration and control
capabilities, and integrates with other enterprise softwares
Launched in 1983 by Primavera Systems Inc. Acquired by Oracle Corporation in 2008.
375 out of 400, of top engineering companies in the US use Primavera P6.
 Why Primavera?
Primavera P6 Reduces Risk
Conduct what-if analysis and analyze alternative project plans
Easy to Use Software
Optimizes Resources
Forecasting of Project Activities
Tracking Features
Enhanced Communication
Breakdown Complex Projects
Helps to deliver projects faster, with higher quality, and at a lower cost
Constraints / issues / change management
 Benefits of Using Primavera in Refinery
Turnaround jobs plan and track - cost and schedule
Mega projects
Can be integrated with ERP, Maximo and Auto Cad
Track multiple projects on real time basis
Resources can be pooled from multiple projects / optimization of resources
Material pooling can be done
Budgeting and Cost control
Risk assessment and mitigation plans
Change management (scope / drawings / process)
Management reports in specified formats
Conduct what-if analysis and analyze alternative project plans
 Setting-up New Project
A. Creating a New EPS
1. Enterprise Command Menu :
Enterprise Project Structure
2. Click Add
3. Specify EPS ID & Name
4. Change the EPS position in the
hierarchy using arrows
5. Modify Display Options
 Setting-up New Project
B. Creating a New OBS
1. Enterprise Command Menu :
OBS
2. Right-click :OBS Details
3. Click on the OBS node that you
want to add a person under,
then click Add
4. Change hierarchical position
using appropriate arrow
5. Go back to the new EPS to
Change the Responsible
Manager name
 Setting-up New Project
C. To Create a New Project
1. Select the EPS to which you want to
add the new project
2. Click Add OR Right Click the EPS - Add
3. Type Project Data
Project ID
Project Name
Planned Start Date
Must Finish By :
Contract Finish Date
Responsible Manager in the OBS
Rate Type: Price/Unit
 Setting-up New Project
C. To Create a New Project contd..
4. Also, you can Cut/Copy & Paste an existing
project into the new EPS

5. In the Defaults Tab, Choose the Auto-

Numbering preferences

6. Use Smart IDs to denote activitys

information. E.g. PH1F2C001 : Phase 1,
Floor 2, Concrete Works

7. To set Project as Default : Project Menu

"Set Default Project.

8. Display Project Details by clicking on the

"Show / Hide Bottom Layout" icon, OR,
Right-Click on the Project -Project Details
 Setting-up New Project
D. To open the Project:
Select the Project in the Home Page
Click on the "Activities" tab in the
Directory Toolbar OR Right-Click on the
Project - "Open Project"
 Creating the WBS
1. Open the new Project
2. Click on the "WBS" tab in the
Directory Toolbar
3. The Project is by default WBS
Level 1
4. Click on the "Columns icon to
show the WBS Code, Name &
Path
5. Insert a new WBS element by
selecting the WBS level under
which you want the new WBS
node to exist then click "Add"
6. Enter the WBS elements name &
code. Code is incremented
automatically.
7. Change the WBS elements level
in the hierarchy using the arrow
keys
 Assigning WBS Codes
1. Show the new project
activities by clicking on the
"Activities" tab in the
directory toolbar
2. Click on the "Group & Sort"
icon on the "Layout
Options Toolbar
3. Organize the Activities by
the "WBS"
4. Using the Cut & Paste
commands, move activities
into their appropriate WBS
location
5. Also, modify the Activity's
WBS location using the
"General" tab
 Assigning WBS Codes Contd..
When deleting a WBS
element, make sure you
choose the option Merge
Elements to avoid deleting
subordinate activities
together with the WBS code.
 Activities
A. Adding Activities:
1. Click on the Activities icon in the
Directory Toolbar
2. Right-Click where you want to insert the
new activity - "Add OR Click the "Add"
icon and follow the Wizard steps OR Click
"Insert
3. You can also, Cut, Copy, Paste and Delete
activities using the Command Bar
4. The Activity Description should be clear,
complete and Unique.
e.g. Erect BPSTG on first floor
 Activity Types
In Primavera, an Activity Type
can be either:

Task Dependent
Resource Dependent
Level of Effort
Start Milestone / Finish
Milestone
WBS Summary

Task Dependent
Scheduled only according
to the Activity's calendar
When you want to control
the Activity's duration
yourself
Activitys Resources are
scheduled according to the
Activity's Calendar
Use this Activity Type for all
construction / physical
activities
Activity Types
Resource Dependent Level of Effort
Scheduled according to the Commonly known as
calendars of assigned
resources
Resources are scheduled
according to their own
calendars
Used when several
resources are assigned to
the same activity, but may
work separately, or when
availability can affect
Activity's duration
Hammocks
Duration determined
from the earliest start
of its predecessors to
the latest finish of its
successors
Should be linked to its
predecessors with a SS,
and to its successors
with a FF
Overhead-type
activities are typically
Level of Effort, e.g. Site
housekeeping
Can be used for
monitoring purposes,
e.g. "Project Duration"
 Activity Types Contd..
Start Milestone / Finish
Milestone
A zero-duration activity with
no resources
Used when an activity is
intended to signify the start/
completion of a significant
stage, rather than a physical
work product
Examples : PO placed
WBS Summary
Has a duration which is
determined by a group of
activities
that share a common WBS
level.
The Activity's duration will
equal the overall duration of
activities assigned to the
same WBS level.
Resources that drive activity
dates cannot be assigned to
WBS summary activities.
 Activity Duration
To enter/modify Activity's
Original Duration

Select the activity & show

activity details
Click the "Status" tab
Enter the Activity's
duration in the "Original
Duration field OR Enter
the Activity's duration in
the original duration
column
 Dates
Date Field Definition
Start The current start date of the activity. Set to the remaining start date until the
activity starts, then set to the actual start date. A next to the date indicates
an actual start date; * indicates that a constraint is being used.
Finish The current finish date of the activity. Set to the planned finish date until the
activity starts, becomes the remaining finish date while the activity is in
progress, and then becomes the actual finish date upon completion. A next
to the date indicates an actual finish date; * indicates that a constraint is
being used.
Early Start The earliest date the remaining portion of the activity can begin. The date is
based on activity relationships, schedule constraints and resource availability.
Early Finish The earliest date the activity can be completed. The date is based on activity
relationships, schedule constraints and resource availability.
Late Start The latest date the remaining portion of the activity can begin. The date is
based on activity relationships, schedule constraints and resource availability.
 Dates
Date Field Definition
Late Finish The latest date the activity can be completed. The date is based on activity
relationships, schedule constraints and resource availability.
Planned Start The date the activity is scheduled to begin. Set to the early start date but
can be manually changed by the user. Does not change once an actual start
date is applied.
Planned Finish The date the activity is scheduled to be completed. Set to the early finish date
but can be manually changed by the user. Does not change once an actual
finish date is applied.
Suspend Date The date work stopped on the activity for unexpected, but temporary,
reasons. Date is manually entered by the user.
Resume Date The date that work resumes after a temporary suspension. Date is manually
entered by the user.
 Calendar
To create new calendar:
1) Enterprise Command Menu -
>Calendars
2) Choose Global
3) Click Add to create a new calendar
or Modify to edit an existing one
4) Choose the Calendar that you want
to use as a template for new
Projects
5) Modify the Work Week
6) Double-click to add work/non-work
days
7) Check in the Default Box to make
this the default Calendar for all
future projects
 Calendar Contd..
8) In the main Calendars window,
choose Project
9) Add the Global Calendar that
was created in Step 3 above
10) Holidays will be inherited
automatically
11) Go back to the Home Page,
Right- Click on the new project ->
Project Details
12) In the Defaults Tab, choose the
new Calendar from the drop
down menu
 Adding Logic Relationships
1) Show the Project details by
clicking on the "Show/Hide
Bottom Layout" in the "Layout
Options" toolbar
2) Click the "Relationships tab
3) Click "Assign" to add
Predecessors / Successors
4) Select the Predecessor /
Successor from the list
 Adding Logic Relationships Contd..
5) New logic relationships are
Finish-to-Start by default.
6) To change the relationship type,
double click in the "Relationship
Type" field then choose the
appropriate type from the drop-
down menu.
7) You can only input the
Relationship Type & Lag. Other
fields are automatically
calculated by the software.
8) To customize the displayed
columns, Right-Click anywhere in
the Predecessor or Successor
area.
 Adding Logic Relationships Contd..
20/01 25/01
27/01 31/01

FS : Lag 1

25/01

27/01 FF : Lag 2

20/01

SS : Lag 3 23/01
 Adding Logic Relationships Contd..
To link a Series of Activities
1) Ctrl-Click the activities in the
order you want them in
2) Right-Click -> "Link Activities"
3) They are now linked in the order
they were selected
 Adding Logic Relationships Contd..
Dissolve Activity
1) Deletes the activity but joins its
predecessors to its successors
with a Finish-to- Start
Relationship
2) Select the Activity, open the Edit
Menu ->"Dissolve Activity"
 Adding Logic Relationships Contd..
Logic Networks : To trace activities
predecessors and successors:
Click on the "Trace Logic icon in
the Layout options toolbar

To view the overall Project's

network, click on the "Activity
Network" icon
 Resources
Define Resources
To Create a new Resource1. Click on
the Resources tab in the directory
Toolbar
Click on the Display Options toolbar to
filter the displayed Resources to either
all Projects in the Database or the
Current Project only
Click "Add" to add a new resource and
follow the Wizard OR Right-click ->Add
OR Click "Insert"
You can also Copy/Paste Resources
from different Projects.
Use the arrows to move the new
resource to its appropriate position in
the hierarchy Right-click on the new
resource -> "Details"
 Resources Contd..
Assign Resources:
1) In the Resources tab of the
Activity Details Bottom Layout,
click "Add Resource OR Click on
the Resources icon on the
Command Bar
2) Select the Resource you want to
add
3) Enter the Resources Budgeted
Units (e.g. Hours)
 Constraints
Definition:
A Constraint is a restriction
imposed on the start or finish date
of an activity
It may or may not override logic,
depending on the Constraint Type
Should be used sparingly, only to
represent external factors that are
not within the control of the
organization, e.g. easements, ADOT
ROW, etc..
Should not be used as Shortcuts
Always Document the basis for
using the constraint
 Scheduling
Now, its time to calculate the
Schedule:

Click Tools -> Schedule OR click F9

Select the Data date
Schedule the project after each
logic change for it to take effect
 Critical Path Analysis
To See Critical path and Critical Activities:

1) Press F9, and then click the Options button.

2) Go to Show Critical Path
 Create & Assign Baseline
To Create a Project Baseline
Project Menu -> Maintain
Baseline
Click "Add" to create or
designate a Baseline for the
currently open project Converts another existing
Project into a Baseline for
After you designate the current one
Baselines in the "Maintain
Baselines" window,
Go to Project Menu ->
Assign Baseline
Assign the Baseline from the Creates a copy of the
"Project Baseline" drop- current project as it
exists to use it as a
down menu baseline
 Updating the Schedule
The Data Date:
The current date based on which the schedule is updated to report actual progressand
projects a new completion date.
The calendar date that separates actual (historical) data from scheduled data.E.g.For
Schedule update for period ending March 31, 2008, Data Date should be March 31, 2008.
 Updating the schedule contd..
In the New Project, open the
"Status" Tab and update ONLY the
following
Actual Start: If Activity has actually
started, mark the "Started"
checkbox and enter the Actual start
Date
Actual Finish
Remaining Duration, if activity has
started but not finished : the
amount of time remaining to finish
the activity
Physical % Complete, only if
Activity's Percent Complete type is
"Physical"
 Updating the schedule contd..
DO NOT Change!
Original Duration
Logic Relationships
Activity ID
Activity Description
Budgeted Cost
Do not record any actual start or
finish dates after the Data Date