1. ©2012 Construction Science, LLC 1 Primavera P6 Settings Presented by Karen Reynolds, Partner Construction Science, LLC

2. SETUP Scope of Work ©2012 Construction Science, LLC2

3. Toolbars Turn Toolbars On Project Assign Edit Layout Enterprise Action Bottom Layout Dictionaries Display Find Standard Top Layout Turn Toolbars Off Print Administrator Publish Reports Tools Move ©2012 Construction Science, LLC3

4. 4 Toolbars Turn on buttons in each menu area Click More Buttons New Open Close All Projects EPS OBS Activities WBS Add Delete Dissolve Link Activities Undo Fill Down Activity Codes Predecessors Successors Table Gantt Chart Activity Network Relationship Lines Details Trace Logic No Bottom Layout Filter By Group & Sort By Zoom In Zoom Out Hint Help Content Activity Codes Calendars Import Export

5. Customize Project Columns ©2012 Construction Science, LLC5 Project ID, Project Name, Start, Finish, Must Finish By, Total Float, Data Date

6. Customize Project Details Box To customize tabs in the Details box Right-click anywhere in the Details box Select Customize Project Details ©2012 Construction Science, LLC6 Show on Bottom Details General, Notebook, Dates Defaults

7. ©2012 Construction Science, LLC7 Customize Activity Columns Choose from over 250 columns Activity ID, Activity Name, Original Duration, Start, Finish, Total Float, Activity Type, Duration Type, Calendar

8. Customize Activity Details Box ©2012 Construction Science, LLC8 Right-click in grey area General, Status, Predecessor, Successor, Codes

9. ©2012 Construction Science, LLC9 The Predecessor Tab Critical: determined by P6 based on user definition in Tools -> Schedule -> Options Driving: determined by P6, if activity is affecting the schedule of its successor

10. ©2012 Construction Science, LLC10 The Successor Tab Customize the columns as shown (right-click in the grey). Critical: determined by P6 based on user definition (float or longest path) on Settings tab of Project Details Box. Critical: determined by P6 based on user definition in Tools -> Schedule -> Options Late Start: Helps you understand schedule flexibility Driving: determined by P6, if activity is affecting the schedule of its successor

11. ©2012 Construction Science, LLC 11 Calendar Recommendation Use the Global Calendar list ONLY as a library of calendars to copy when creating Project Calendars. Since the Default Calendar controls the days which are shaded grey on the Gantt Chart, design a basic 5 workday/week calendar so the weekends will be shaded grey on the Gantt Chart. With extreme caution, you can use Global Calendars to set Holidays for Project Calendars

12. Project Calendar Override ©2012 Construction Science, LLC12 The settings at Admin > Admin Preferences > Time Periods will override the calendar assigned to the project unless the box is checked to allow the calendar to drive.

13. Baseline Setup When creating baselines from projects which already have progress (actuals), you must use the correct Admin settings or the Gantt Chart bars will not appear correctly ©2012 Construction Science, LLC13 Admin -> Preferences -> Earned Value Under Earned Value Calculation, When calculating earned value from a baseline use: Select Budgeted Values with Current Dates, NOT Budgeted Values with Planned Dates

14. The Impact of Time P6 schedules by the hour regardless of the time unit you choose to display To View Time Go to Edit -> User Preferences -> Dates Check 12 Hour Check Show Minutes The default time of 12:00 AM impacts Data Date – day after last update Must Finish By – must finish before ©2012 Construction Science, LLC14