Table of Contents

Part 1 Overview and Configuration

Understanding Project Management
o Why use Project Management?
o Your Role in the Organization
o Project Management Process Overview
o Planning, Controlling and managing Projects

Quick Tour
Getting Started
Selecting a Language
The Workspace
What is a Layout?
Customizing Displays
Sample Layouts
Using Wizards

Defining Administrative Preferences and Categories
Defining Default Settings
Defining Standard Categories and Values
Defining Currencies


Setting User Preferences
Formatting Time Units
Formatting Dates
Setting Vies Currency and Symbols
Setting Mail Preferences
Implementing Wizards
Creating a Log of Tasks and setting startup, Group and sort, and column options



Changing your password
Setting Profile and Spreadsheet Data Options
Setting Calculation Options for Resource and Role Assignments
Selecting Startup Filters

Part 2: Structuring Projects
Setting Up the Enterprise Project Structure
o Enterprise Project Structure Overview
o Setting Up the Enterprise Project Structure
o Adding a New Project to the Enterprise Project Structure
o Using a Project Architect
o Working with the Enterprise Project Structure
o Defining Enterprise Project Structure Details



Setting Up the Organizational Breakdown Structure
o The OBS
o Viewing an OBS
o Setting Up an OBS
o Editing OBS Elements
Defining Resources and Rules
o Resources Overview
o Viewing & Adding Resources
o Defining Resource Shifts
o Defining & Assigning Resources Codes & Values
o Setting up Roles
o Assigning Roles to Resources
o Defining Resources Curves
Reviewing Work Breakdown Structures
o The WBS
o Viewing a WBS
o Grouping by WBS Path
o Adding WBS Elements and Assigning Properties
o Using WBS Milestones




o Assigning WBS category Values
o Defining Earned Value Setting for Specific WBS Elements
o Assigning Estimation Weights to WBS Elements

Defining Budgets
o Top- Down Budgeting
o Establishing Budgets
o Establishing a Monthly Spending Plan
o Tracking Budget Changes
o Establishing Funding
o Tracking & Analyzing Budgets

Establishing Project Codes
o Defining & Assigning Project Codes
o Grouping, Summarizing and Filtering by Codes

Working with Custom User Fields
o Creating User-Defined Fields
o Working with User-Defined Fields
o Working with Indicators

Creating Calendars
o Adding Calendars
o Modifying Calendars


Part 3: Implementing the Schedule
Establishing Activity Codes
o Creating Activity codes and values
o Grouping and summarizing by codes




Working with Activities
o Activities Overview
o Adding activities
o Defining General activity information
o Define Schedule information
o Establishing relationships
o Displaying activity details fro assignments
o Assigning Resources and Roles
o Assigning Resources Curves to resource or role assignment
o Assigning activity codes and adding expenses
o Viewing activity feedback and posting resources notes
o Assigning work products and documents
o Adding Steps
o Creating and assigning activity step templates
o Viewing Activity Summaries
o Viewing contract management documents
o Using Global Change

Working with Cost Accounts and Project Expenses
o Cost Account and Expense overview
o Setting Up a Cost Account Structure
o Adding Expense and Entering Cost Information
o Analyzing Costs

Performing Top-Down Estimation
o Performing Top-down Estimation
o Applying Saved top-down estimation to a project

Par 4: Updating and Managing the Schedule
Managing Baselines
o Creating and Maintaining Baselines
o Assigning Baselines to Projects
o Comparing Current and Baseline Schedules
o Updating Baselines




Updating, Scheduling, and Leveling
o The Update Process
o Choosing a Method a Updating
o Highlighting Activities for Updating
o Updating Progress for spotlighted activities
o Estimating Progress Automatically
o Updating Using Timesheets
o Updating Activities Manually
o Interrupting Activities Progress
o Applying Actual
o Storing Period Performance (Past Period Actual)
o Scheduling Projects
o Leveling Resources
o Recalculating Resources and Role Assignment Costs
o Managing Resources Assignment

Summarizing Projects
o Setting Summarization Options
o Summarizing Project Data

Project Issue and Thresholds
o Adding Issues
o Assigning Tracking Layouts to Issues
o Using the Issue Navigator
o Adding Thresholds
o Threshold Parameter Definitions
o Monitoring Thresholds
o Assigning Tracking Layouts to Thresholds

Managing Risks
o Adding Risks
o Calculating Exposure Values
o Calculating a Risks Impact
o Creating and Deleting the risk types




o Customizing Risk Layouts

Maintaining A projects Document Library
o Viewing a Document Library and adding/deleting with project products and
documents
o Specifying Document Location Reference
o Assigning with Products and Documents

Tracking Projects
o Creating Tracking Layouts
o Working with Tracking Layouts
o Customizing Tracking Layouts
o Grouping, Sorting and filtering Data in Tracking Layouts

Comparing Projects with Claim Digger
o Claim Digger Overview
o Comparing Projects/ Baseline
o Checking in Projects

Part 5: Customizing Projects
Working with Layouts
o Layouts Types
o Creating, opening, saving layouts
o Exporting and importing layouts
o Copying and pasting, resource spreadsheet data to MS Excel

Grouping, Sorting and Filtering Data
o Grouping Data
o Sorting Data
o Filtering Data





Customizing Layouts
o Modifying Columns
o Adjusting the timescale
o Formatting Gantt Charts
o Formatting Activity Network Layouts
o Modifying Resource & Activity Usage Profile Settings

Customizing Reports
o Reports Overview
o Opening Reports
o Creating and Modifying reports
o Using the report editor
o Adding Data Sources and Rows to Reports
o Adding Text Cell to Reports
o Sorting Report Data Sources
o Customizing a Report with the Report Editor: an example
o Using Report Groups
o Setting up Batch Reports

Printing Layouts & Reports
o Define Page Settings
o Previewing Layouts and reports
o Printing layouts and reports
o Publishing Layouts and reports in HTML format

Publishing a Project on the World Wide Web
o Project Website Overview
o Publishing a Project Website
o Customizing the appearance of the project website
o Publishing activity and tracking layouts

Linking the project management module with primavera expedition