VA Primavera P6: Progress Reporter (PR) Department of Veterans Affairs Office of Information and Technology IT Workforce Development (ITWD) in collaboration.

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Presentation transcript:

VA Primavera P6: Progress Reporter (PR) Department of Veterans Affairs Office of Information and Technology IT Workforce Development (ITWD) in collaboration with Product Development

Welcome and Introduction VA Primavera P6: Progress Reporter (PR) Primavera Team: Charlene Murray IT Specialist / OIT PD/Open Source, Configuration & Tools Management Division Mairye Bates IT Specialist / OIT PD/Open Source, Configuration & Tools Management Division Slide 3 of 45

Understand VA Primavera P6 Progress Reporter (PR) Navigate Progress Reporter timesheets, workload and submissions How to access user information and support Training Objectives VA Primavera P6: Progress Reporter (PR) Slide 4 of 45

Training Overview Audience – Both VA and Contractor staff required to report workload to VA Primavera P6 using Progress Reporter Prerequisites – VA network username, access to the VA intranet, and a Primavera username and password VA Primavera P6: Progress Reporter (PR) Slide 5 of 45

PROGRESS REPORTER: OVERVIEW Section 1: VA Primavera P6: Progress Reporter (PR) Slide 6 of 45

Progress Reporter – Overview Approved & Budgeted Projects Report Workload Staffing Needs Project Scheduling VA Primavera P6: Progress Reporter (PR) Slide 7 of 45

PROGRESS REPORTER: PRIMAVERA LOGIN Section 2: VA Primavera P6: Progress Reporter (PR) Slide 8 of 45

Progress Reporter – Primavera Login Navigate to Primavera P6 Progress Reporter located at: or Navigate to Primavera P6 Progress Reporter located at: or VA Primavera P6: Progress Reporter (PR) Slide 9 of 45

Progress Reporter – Home Page Select Launch P6 Progress Reporter to connect to the Primavera application VA Primavera P6: Progress Reporter (PR) Slide 10 of 45

Progress Reporter - Login 1.Enter Login Name & Password 2. Select OK VA Primavera P6: Progress Reporter (PR) Slide 11 of 45

Progress Reporter - Activities View To switch views select Switch to timesheet view VA Primavera P6: Progress Reporter (PR) Slide 12 of 45

Section 3: PROGRESS REPORTER: OPENING & CREATING TIMESHEETS PROGRESS REPORTER: OPENING & CREATING TIMESHEETS VA Primavera P6: Progress Reporter (PR) Slide 13 of 45

Progress Reporter - Open a Timesheet To open a timesheet select Open new timesheet VA Primavera P6: Progress Reporter (PR) Slide 14 of 45

Progress Reporter - Create a Timesheet 1. Select Timesheet period 3. Select OK 2. Select Automatically add current activities to timesheet VA Primavera P6: Progress Reporter (PR) Slide 15 of 45

Progress Reporter - Available Activities Select Yes if activity assignments have been made Select No if no current activities are visible VA Primavera P6: Progress Reporter (PR) Slide 16 of 45

Progress Reporter - Activity Assignments The Project Manager did not make activity assignments VA Primavera P6: Progress Reporter (PR) Slide 17 of 45

Progress Reporter - Place Activity on Timesheet Select Assign this resource to a new activity VA Primavera P6: Progress Reporter (PR) Slide 18 of 45

Progress Reporter - Assign to New Activity 2. Select a Project 1. Search Projects VA Primavera P6: Progress Reporter (PR) Slide 19 of 45

Progress Reporter - Search Activities 1.Select Search 2.Enter an asterisk (*) 3.Select Search button 1.Select Search 2.Enter an asterisk (*) 3.Select Search button VA Primavera P6: Progress Reporter (PR) Slide 20 of 45

Progress Reporter - Select Activities 1.Highlight Activity 2. Select Assign & Add VA Primavera P6: Progress Reporter (PR) Slide 21 of 45

Progress Reporter - Assign to Activity Verify your selections and select Yes VA Primavera P6: Progress Reporter (PR) Slide 22 of 45

Progress Reporter - Timesheet Displays Activity Selected Activity has been added to your timesheet VA Primavera P6: Progress Reporter (PR) Slide 23 of 45

Progress Reporter – NWT/NPT Activities VA Primavera P6: Progress Reporter (PR) Slide 24 of 45 Non-Work Time (NWT)Non-Project Time (NPT) VA Primavera includes projects that are only used to report NWT and NPT VA Only Generic Leave (Annual, Sick, Family, Military, Jury Duty, Comp Time) Holiday VA and Contractors Non-Project Related Meetings Non-Project Related Training Non-Project Travel Non-Project Supervisory Duties Administrative/Operational Time: Completing Travel Requests, Expense Reports or time spent working to resolve connectivity or laptop issues Contractors Only No Contractor Work for Entire Week Enter.01 on Sunday only

Progress Reporter – Determine the Appropriate NWT/NPT Project Slide 25 of 45 VA Primavera P6: Progress Reporter (PR) 4. Your Primavera ProjectID will match the EPS Code (Column A) 5. The NWT/NPT is associated to the OMB300 value (Column B) 4. Your Primavera ProjectID will match the EPS Code (Column A) 5. The NWT/NPT is associated to the OMB300 value (Column B) 1.Locate your budgeted project work Project ID 2.Navigate to the PPO EPS home page: Locate the latest published EPS file and open

Progress Reporter – Determine the Appropriate NWT/NPT Project Slide 26 of 45 VA Primavera P6: Progress Reporter (PR)

Progress Reporter - Add Existing Activity 1.Select Add activities to current timesheet 2. Select Add 3. Select Close VA Primavera P6: Progress Reporter (PR) Slide 27 of 45

Progress Reporter - Enter Workload Workload is reported to each activity as it is worked VA Primavera P6: Progress Reporter (PR) Slide 28 of 45

Progress Reporter - Workload Beyond Scheduled Tour Hours worked during scheduled tour / hours worked after scheduled tour VA Primavera P6: Progress Reporter (PR) Slide 29 of 45

Progress Reporter - Modifying Column Display 1. Select Edit list of timesheet columns 2. Select Role ID 3. Select left arrow 4. Select OK VA Primavera P6: Progress Reporter (PR) Slide 30 of 45

Progress Reporter - Open a Timesheet Select Open new timesheet to open a timesheet VA Primavera P6: Progress Reporter (PR) Slide 31 of 45

Progress Reporter - Copy Activities from previous timesheet 1. Select next Timesheet period 2. Select Copy activities from previous timesheet 3. Select OK VA Primavera P6: Progress Reporter (PR) Slide 32 of 45

Progress Reporter - Submit Timesheet 1. Select Submit current timesheet 2. Select Yes VA Primavera P6: Progress Reporter (PR) Slide 33 of 45

Progress Reporter - When to Submit Timesheets No later than 12 noon on Monday for the previous week Travel & Extended Leave: up to 3 weeks in advance If Monday is a Federal holiday, the schedule moves out 1 day VA Primavera P6: Progress Reporter (PR) Slide 34 of 45

Progress Reporter –Timesheet Corrections Contact your Project Manager or Planner to reject your timesheet. You will then be able to edit and resubmit If they are unavailable or additional assistance is needed contact the Primavera System Admins VA Primavera P6: Progress Reporter (PR) Slide 35 of 45

Section 4: PROGRESS REPORTER: USER INFORMATION PROGRESS REPORTER: USER INFORMATION VA Primavera P6: Progress Reporter (PR) Slide 36 of 45

Progress Reporter - Update Password and User Information 1. Select User Setup 2. Make updates 3. Select OK VA Primavera P6: Progress Reporter (PR) Slide 37 of 45

Progress Reporter - Configuration Suggestion 1. Select Timeframe 2. Set to zero (0) 3. Deselect Show Completed Resource Assignments 4. Select OK VA Primavera P6: Progress Reporter (PR) Slide 38 of 45

Progress Reporter - Application Time out 1. Select OK 2. Enter Login Name & Password 3. Select OK 1. Select OK 2. Enter Login Name & Password 3. Select OK VA Primavera P6: Progress Reporter (PR) Slide 39 of 45

Progress Reporter - Application Time out If the Open Timesheet window appears select OK and the window will close VA Primavera P6: Progress Reporter (PR) Slide 40 of 45

Progress Reporter - Customize Display Manually add activities to timesheet VA Primavera P6: Progress Reporter (PR) Slide 41 of 45

Progress Reporter - VA Staff VA Staff The required VA staff will report 100% of their workload to appropriate activities in Primavera VA Primavera P6: Progress Reporter (PR) Slide 42 of 45

Progress Reporter - Contractors Contractors Contractors report only billable hours to VA Primavera If there are no billable hours for the week,.01 is reported on Sunday to the NWT/NPT activity, “No contractor work for entire week” VA Primavera P6: Progress Reporter (PR) Slide 43 of 45

Progress Reporter - User Support Contact mail group for Support & Connectivity issues OIT PD PAC PRIMAVERA TOOLS TEAM VA Primavera P6: Progress Reporter (PR) Slide 44 of 45