Introduction to Primavera P6 Professional> Getting Familiar with the Primavera P6 Interface
Getting Familiar with the Primavera P6 Interface
Duration: 6m 24s
Skill Level: Beginner
In this lesson, we'll take a walk through the Primavera P6 interface and understand the key P6 screens. We'll also expand on how Project and Enterprise data is organized in P6.
So you want to learn how to schedule? Our Introduction to Primavera P6 course is where you'll get started learning how to build project schedules in Primavera P6. There's lots to learn about Primavera and this is where you'll learn the steps and the process of building schedules in P6 from the ground up. We'll take your through creating your first project, adding WBS and Activities and linking it all together. You'll be building your own schedules in no time!
Video: Getting Familiar with the Primavera P6 Interface
Okay, let’s get into our very first log into Primavera P6 Professional. Now you may have log into Primavera P6. Ready? However, I want to just take a minute to talk about what are the things on the log in screen. So on the log in screen, really the thing I want to bring your attention to is the database area. Within the database area, you can pick which data base Primavera P6 will log in to. Now in some environments there are lots of data bases like you can see I have here in my environment, or some corporate environment. There might be a corporal production in task database. For this of you who are running standalone stalls on your laptops or home computers, probably you just have one database here and that works really well. But I want to try your attention to this, to let you know that if you ever need to log on in different database, just simply click into this area and choose which one you want to log in to.
Okay, let’s get a password in there and let’s do our log in. And we’re in. In this video, I logged into Primavera Professional P6 8.2 and some of you may be using an earlier version of Primavera. I have to tell you in this recording Primavera 8.2 was the latest version. However, you may be working in the version 7 or version 6. If you’re working with the earlier version, the screen may look a little bit different in my screen. However, the buttons are essentially the same and the features of the tool are essentially the same as well so there’s no worries there. When you first log into Primavera, you usually end up on the last screen that you’re on when you exited. If this is the first time you log in, you may end up on the home screen or you may end up on this project screen. If you’re not on this project screen, let’s get you there. You can use the buttons on the left hand side of your screen, in the very top one or the one with the file folder will take you here to the projects window. Primavera is divided into a number of what we call screens or windows. Each screen focuses on a different area of project management. So in this video we’ll take you around and show you many of this different screens.
Let’s start with this project screen. As we dive into the project screen let’s learn a little bit about the screen lay-out at the same time. The project screen is where you can see all of the projects in your enterprise database. So we have a look in his area, we should see all of these entries and these are all projects. They may be grouped into some sorts of categories or what not, but any entry here with a little file icon next to it is essentially a file project in Primavera. A little bit of how the screen is set up. In Primavera, the screen is often divided into different sections which each section focusing on a different type of data. On this project screen we have the list of activities in column type data, almost looks like a spreadsheet here on the top left. On the far right hand side we have our graph chart which is a picture and we all love picture so there is our wonderful Gantt chart. Screen is also divided into two sections, top and bottom. You know on the bottom section we are showing many of these tabs. Here is how it works. The bottom section is called as the details view. And as I highlight a particular entry up here in my spreadsheet list of projects, I get detailed information about that project in the tabs. Each tab again focuses on a different topic or a different type of information. So I have a general tab, a dates tab where I can see important date information about the project, a notebook tab where I can see note information about the project like this one, and then many more tabs which we can explore a little bit later.
Let’s take some time to explore some other screens in Primavera. to get around to the many different screens, we’ll use the buttons on the directory bar, that’s the tool bar on the left hand side of your screen. Each button should take you to a different screen. Let’s go to this icon the male with a little head, and see where it takes us. It takes us to the screen called the resources screen. The resources screen is where I can set up and manage other resources that will be assigned to projects in Primavera. We just noticed the lay-out again, very similar screen with the project screen in that I have a list in the top half and then I have tabs in the bottom half. We’re not going to dive into all the different aspects of the screen. I just want to help you understand how to get around right now.
Let’s have a look at the different screen. The next button if have over it since reports and if we go to the report screen as you probably are guessing, this is where we can build and run report about our projects. Awesome, very handy place to go to. What about all these other buttons on the directory bar? How can they be of great help? Now, that’s a good question. There are many different screens that we can visit but now they are grid put because we don’t actually have a project open. We don’t have any project open for any lead so this screens are unavailable until we actually open a project. As you can see in P6 8.2 every time I open the screen, it becomes available as a tab. And that’s a nice way to allow me to quickly switch between different screens quickly. I can also close this tabs using the little x on the far right and then I’m back to my project screen.
In the next video, we’ll open a project and we’ll explore some of the additional screens that are not available to us right now. I’ll see you in the next video.