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13674264-Primavera-Tutorial - Primavera Tutorial Contents 1...

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A.Blakey Page 1 of 82 February 2002 Primavera Tutorial Contents Page 1. Introduction 2 2. Getting Started 4 3. Entering Your First Activities 10 4. Establishing Your Layout 13 5. Developing The Programme 25 6. Organising The Programme 6.1 Organizing by Work Breakdown Structure 32 6.2 Organizing by Activity Code 43 7. Filtering the Programme 51 8. Resources 57 9. Progress Reporting 70 10. Conclusion 81 Exercises Appendix A
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A.Blakey Page 2 of 82 February 2002 1. Introduction This guide is intended as a beginners guide to Primavera. By the end it, you should be able to confidently enter information into Primavera, and be able to present it in a sharp and meaningful manner. This guide will also look at resources, multiple layouts, progress reporting, filters and target programmes. The assumption when writing this guide is that Primavera has already been loaded onto the user’s computer. Further, it assumes no knowledge of Primavera by the user, but it does presume a level of computer literacy in the user. The first thing to note about Primavera, and to bear in mind as you work through this tutorial, is that it saves every change made while you work. As such there is no simple “undo” button – any changes made can only be reversed by re-entering the data. When you exit the programme the only thing that you are asked to save is the layout that you have defined: everything else has been auto-saved. A recommended way of using this guide is to follow the steps first on the example provided, then on a project which has more relevance to you.
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A.Blakey Page 3 of 82 February 2002 Primavera does allow you to have more than one project open at any one time – simply open or create another project and you can move between the two projects at will by selecting the project from under the “Window” tab at the top of the page.
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A.Blakey Page 4 of 82 February 2002 2. Getting Started The first step is to open the installed programme: Select the Primavera Project Planner icon in the Primavera programme folder.
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A.Blakey Page 5 of 82 February 2002 Once Primavera has been opened, your welcome screen should look something like this…. Note: you may be asked for a User Name and password. Unless defined otherwise in the set up, your password is the same as the user name. The user name is as defined in set up.
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A.Blakey Page 6 of 82 February 2002 To start on your first programme you need to select the menu “File” and Option “New” This will open this menu on-screen:
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A.Blakey Page 7 of 82 February 2002 Project Name: This is a 4 character code that will identify your programme. It can be any alphanumeric character. Note that the new project will be saved in the folder c:\p3win\projects. It is good practice to set up a “Project” folder which will keep the project files together in one place. The reason for this is that a Primavera project consists of 24 individual files: a single folder containing several projects would have hundreds of files in it!
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