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详细说明： Part 1: Overview and Configuration Understanding Project Management...........................................................21 Why Use Project Portfolio Management?.........................................................................22 Your Role in the Organization...........................................................................................23 Project Management Process Overview.............................................................................26 Planning, Controlling, and Managing Projects.......... ........................................................28 Quick Tour......................................................................................................31 Getting Started...................................................................................................................32 Selecting a Language.........................................................................................................35 The Workspace...................................................................................................................36 What Is a Layout?..............................................................................................................39 Customizing Displays........................................................................................................41 Sample Layouts..................................................................................................................42 Using Wizards....................................................................................................................43 Setting User Preferences................................................................................45 Formatting Time Units.......................................................................................................46 Formatting Dates................................................................................................................47 Setting Currency Symbols.................................................................................................47 Setting Mail Preferences....................................................................................................48 Implementing Wizards.......................................................................................................49 Setting Startup, Group, Sort, and Column Defaults...........................................................49 Changing Your Password...................................................................................................51 Setting Profile and Spreadsheet Data Options...................................................................52 Setting Calculation Options for Resource and Role Assignments.....................................54 Selecting Startup Filters.....................................................................................................56 4 Table of Contents Primavera - Project Management Part 2: Structuring Projects Setting Up the Enterprise Project Structure...............................................59 Enterprise Project Structure Overview..............................................................................60 Setting Up the Enterprise Project Structure......................................................................66 Adding a New Project to the EPS.....................................................................................67 Using Project Architect.....................................................................................................69 Working with the Enterprise Project Structure.................................................................75 Defining Enterprise Project Structure Details...................................................................79 Setting Up the Organizational Breakdown Structure................................87 The Organizational Breakdown Structure (OBS).............................................................88 Viewing an OBS................................................................................................................91 Setting Up an OBS............................................................................................................93 Editing OBS Elements......................................................................................................96 Defining Resources and Roles.......................................................................97 Resources Overview..........................................................................................................98 Viewing and Adding Resources........................................................................................99 Defining Resource Shifts................................................................................................106 Defining and Assigning Resource Codes and Values.....................................................107 Setting Up Roles.............................................................................................................109 Assigning Roles to Resources.........................................................................................113 Defining Custom Resource Curves.................................................................................115 Reviewing Work Breakdown Structures...................................................119 The Work Breakdown Structure (WBS).........................................................................120 Viewing a WBS...............................................................................................................122 Grouping by WBS Path...................................................................................................124 Adding WBS Elements and Assigning Properties..........................................................125 Using WBS Milestones...................................................................................................128 Assigning WBS Category Values....................................................................................130 Defining Earned Value Settings for Specific WBS Elements.........................................131 Assigning Estimation Weights to WBS Elements..........................................................133 Defining Budgets..........................................................................................137 Top-Down Budgeting......................................................................................................138 Establishing Budgets.......................................................................................................140 Establishing a Monthly Spending Plan...........................................................................141 Tracking Budget Changes...............................................................................................142 Establishing Funding.......................................................................................................143 Tracking and Analyzing Budgets....................................................................................146 Establishing Project Codes..........................................................................147 Defining and Assigning Project Codes...........................................................................148 Grouping, Summarizing, and Filtering by Codes...........................................................152 Table of Contents 5 Primavera - Project Management Working with User-Defined Fields .............................................................157 Creating User-Defined Fields..........................................................................................158 Working with User-Defined Fields..................................................................................160 Working with Indicators...................................................................................................162 Creating Calendars......................................................................................165 Adding Calendars.............................................................................................................166 Modifying Calendars.......................................................................................................167 Part 3: Implementing the Schedule Establishing Activity Codes........................................................................175 Creating Activity Codes and Values................................................................................176 Grouping and Summarizing by Codes.............................................................................180 Working with Activities...............................................................................183 Activities Overview.........................................................................................................184 Adding Activities.............................................................................................................185 Copying and Pasting Activities........................................................................................187 Defining General Activity Information............................................................................188 Defining Schedule Information........................................................................................191 Establishing Relationships...............................................................................................195 Displaying Activity Details for Assignments..................................................................199 Assigning Resources and Roles.......................................................................................200 Assigning Resource Curves to Resource or Role Assignments.......................................203 Manually Planning Future Period Assignments..............................................................204 Assigning Activity Codes and Adding Expenses............................................................210 Viewing Activity Feedback and Resource Notes.............................................................211 Assigning Work Products and Documents.......................................................................212 Adding Steps....................................................................................................................213 Creating and Assigning Activity Step Templates............................................................215 Viewing Activity Summaries...........................................................................................218 Viewing Contract Management Documents....................................................................218 Using Global Change.......................................................................................................219 Renumbering Activity IDs...............................................................................................223 Working with Cost Accounts and Project Expenses.................................227 Cost Account and Expense Overview..............................................................................228 Setting Up a Cost Account Structure...............................................................................228 Adding Expenses and Entering Cost Information...........................................................231 Defining Expense Details.................................................................................................235 Analyzing Costs...............................................................................................................236 Performing Top-Down Estimation.............................................................239 6 Table of Contents Primavera - Project Management Performing Top-down Estimation...................................................................................240 Applying Saved Top-Down Estimates To a Project........................................................244 Part 4: Managing the Schedule Managing Baselines.....................................................................................247 Creating and Maintaining Baselines...............................................................................248 Assigning Baselines to Projects......................................................................................252 Comparing Current and Baseline Schedules...................................................................253 Updating Baselines.........................................................................................................255 Updating, Scheduling, and Leveling...........................................................259 The Update Process.........................................................................................................260 Choosing a Method of Updating.....................................................................................262 Highlighting Activities for Updating..............................................................................265 Updating Progress for Spotlighted Activities.................................................................266 Estimating Progress Automatically.................................................................................267 Updating Using Progress Reporter.................................................................................269 Updating Activities Manually.........................................................................................274 Interrupting Activity Progress.........................................................................................279 Applying Actuals............................................................................................................280 Storing Period Performance (Past Period Actuals).........................................................282 Scheduling Projects.........................................................................................................285 Leveling Resources.........................................................................................................289 Recalculating Resource and Role Assignment Costs.....................................................293 Managing Resource Assignments...................................................................................295 Summarizing Projects.................................................................................297 Setting Summarization Options......................................................................................298 Summarizing Project Data..............................................................................................299 Project Issues and Thresholds....................................................................307 Adding Issues..................................................................................................................308 Assigning Tracking Layouts to Issues............................................................................310 Using the Issue Navigator...............................................................................................311 Adding Thresholds..........................................................................................................312 Threshold Parameter Definitions....................................................................................314 Monitoring Thresholds....................................................................................................318 Assigning Tracking Layouts to Thresholds....................................................................318 Managing Risks............................................................................................319 Adding Risks...................................................................................................................320 Calculating Exposure Values..........................................................................................321 Calculating a Risk’s Impact............................................................................................322 Table of Contents 7 Primavera - Project Management Creating and Deleting Risk Types...................................................................................323 Customizing Risk Layouts...............................................................................................324 Maintaining a Project’s Document Library..............................................325 Viewing a Document Library and Adding/Deleting Work Products and Documents.....326 Specifying Document Location References.....................................................................327 Assigning Work Products and Documents.......................................................................328 Tracking Projects.........................................................................................329 Creating Tracking Layouts...............................................................................................330 Working with Tracking Layouts......................................................................................332 Customizing Tracking Layouts........................................................................................333 Grouping, Sorting, and Filtering Tracking Layouts.........................................................334 Comparing Projects.....................................................................................337 Overview.........................................................................................................................338 Comparing Projects/Baselines.........................................................................................338 Creating and Using Reflections..................................................................343 Reflection Overview........................................................................................................344 Creating and Using Reflections.......................................................................................345 Reflection Guidelines.......................................................................................................347 Checking Projects In and Out.....................................................................349 Managing Remote Projects..............................................................................................350 Checking Out Projects.....................................................................................................351 Checking In Projects........................................................................................................352 Part 5: Customizing Projects Working with Layouts.................................................................................357 Layout Examples.............................................................................................................358 Creating, Opening, and Saving Layouts..........................................................................363 Exporting and Importing Layouts....................................................................................364 Copying Data to External Applications...........................................................................365 Grouping, Sorting, and Filtering................................................................367 Grouping Data..................................................................................................................368 Sorting Data.....................................................................................................................372 Filtering Data...................................................................................................................373 Customizing Layouts...................................................................................377 Modifying Columns.........................................................................................................378 Adjusting the Timescale...................................................................................................380 Formatting Gantt Charts...................................................................................................382 Formatting Activity Network Layouts.............................................................................390 Modifying Resource and Activity Usage Profiles...........................................................393 8 Table of Contents Primavera - Project Management Customizing Reports ...................................................................................401 Reports Overview............................................................................................................402 Opening Reports.............................................................................................................403 Using Report Groups......................................................................................................404 Creating and Modifying Reports.....................................................................................404 Using the Report Editor..................................................................................................406 Adding Data Sources and Rows to Reports....................................................................410 Adding Text Cells to Reports..........................................................................................414 Sorting Report Data Sources...........................................................................................422 Customizing a Report with the Report Editor.................................................................423 Setting Up Batch Reports................................................................................................431 Printing Layouts and Reports.....................................................................433 Defining Page Settings....................................................................................................434 Previewing Layouts and Reports.....................................................................................437 Printing Layouts and Reports..........................................................................................438 Publishing Layouts and Reports in HTML Format.........................................................439 Publishing a Project On the Web...............................................................441 Project Web Site Overview.............................................................................................442 Publishing a Project Web Site.........................................................................................444 Customizing the Appearance of a Project Web Site.......................................................446 Publishing Activity and Tracking Layouts......................................................................447 Part 6: Importing and Exporting Data Linking the Project Management and Contract Management Modules451 Linking PM and CM Modules........................................................................................452 Linking PM and CM Projects.........................................................................................453 Importing CM Data into a PM Module Project..............................................................455 Transferring Data to Other Project Management Module Users...........457 Exporting Projects...........................................................................................................458 Exporting Roles or Resources.........................................................................................463 Importing Projects...........................................................................................................464 Importing Roles or Resources.........................................................................................480 Transferring Data Using Microsoft Project Files......................................485 Exporting Projects...........................................................................................................486 Exporting Resources.......................................................................................................491 Importing Projects from Microsoft Project.....................................................................493 Importing Resources from Microsoft Project.................................................................499 Transferring Data Using Microsoft Excel Files.........................................501 Exporting Project Data to Microsoft Excel.....................................................................502 Updating Project Data in Microsoft Excel......................................................................505 Importing Projects from Microsoft Excel.......................................................................507 Table of Contents 9 Primavera - Project Management Transferring P3 and P6 Data......................................................................511 Exporting Projects to P3..................................................................................................512 Importing Projects from P3..............................................................................................519 Transferring Data to Oracle Primavera Contractor Users......................543 Exporting Projects............................................................................................................544 Exporting Resources........................................................................................................546 Index..............................................................................................................547 ...展开收缩
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