Primavera Scheduling Tutorials

Overview

Tutorials (to be taken in order)
Creation
Enterprise Project Structure (EPS)
Projects
Activities
Relationships
Work Breakdown Structure (WBS)
Activity Codes
Grouping
Scheduling
Resources
Calendars

Updating
Baselines
Statusing
Filters
Global Changes
Financial Periods
Update Baselines

Display & Publishing
Activity Table
Gantt Chart
Print Preview
Reports
Resource Usage Profile
Activity Network
Exporting

Misc
User-Defined Fields (UDFs)
Steps
Summarizing
Job Services
Creating an OBS
Progress Spotlight
Work Products & Documents
Project Website Publisher
Importing
Claim Digger

Settings & Preferences
Project Settings
User Preferences
Admin Preferences

Display & Publishing - Reports

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OVERVIEW – In addition to providing a large library of standard project management reports, two reporting tools are available to access and report information stored in the database: the Report Wizard and the Report Editor. - Primavera

  1. In the Activity View, click Tools from the menu bar, highlight Reports and click Reports from the side menu.

    Note – If you have a filter on in the activity view, this will not affect any report you decide to run.  Each report has its own filter/s or no filters at all attached to it.

  2. Primavera comes with many preloaded reports grouped by category and ready for your use.  However, for this lesson, let’s create our own.  On the right-hand side you should see the now familiar Add button.  Click it.

  3. Unlike many wizards, I find the Report Wizard to be a helpful guide in creating a report.  Since we clicked Add, the first screen only gives us the option of creating a New Report.  Click Next.

    TIP – If you create a Report from the activity view you can use your current layout to help create a report.  This can be very useful since you are visually manipulating elements that will be in your report.

  4. One of the powerful aspects of using Reports is that you can choose fields (“subject”) that typically are “behind-the-scenes” to all except you the scheduler in order to publish and/or analyze your schedule.  In our case, highlight Activities and click Next.

  5. The Select Additional Subject Areas area allows you to add additional related sub-categories to your report.  Click Next without adding another “Subject Area”.

  6. The Configure Selected Subject Areas portion of the wizard allows you to format the report you’re creating.  Click on Columns.

  7. The familiar Columns window appears.  Let’s create a Billing report that uses our stored financial period.  Bring over the following columns:

  8. Once you have all of the columns shown above, go one by one and edit their widths by highlighting each one individually and clicking the Edit Column button.  This is important not only to control what your report will look like but also to ensure that all of your columns fit on the page.  Highlight Activity ID and click Edit Column.  Make the settings match what is shown below.

  9. Click OK to close the Columns window.  Now, click Group & Sort.

  10. Check the Show Grand Totals box.

  11. Under Total in the Group By section choose the code we created, Subcontractor.  Click OK.

  12. Click Filter.

  13. Give the following parameters to the filter:

    This filter will ensure that only the currently billed activities will show up.  Click OK.

    Note – It is important when creating this filter to actually type a 0 into the Value cell.  If you do not, every activity will still show up because according to the filter even the activities with $0 in the Financial Period pass the filter.

  14. We can now progress past this section by clicking Next.

  15. Title the report, June 2009 Billed Activities.  Click Next.

  16. We can now Run the Report by clicking the Run Report button.

    TIP – I prefer going to the save screen which is immediately after the Run Report screen and saving the report before and after running the report.  I have developed this habit due to the fact that this portion of the program I have found to be a little buggy and can crash on you before you even have a chance to print out the report.

  17. On the Run Report window, make sure Print Preview is selected and click OK.

  18. Following the same steps as in the last lesson, print the report and then close the Print Preview window.

  19. Click Next.

  20. Finally, click the Save Report button which will use your Report’s title as the save name.  It will also place the report in whatever Report Group section that is currently active.
Click OK and then click Finish.


NEXT - Resource Usage Profile







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