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Project Planning School

Are you ready to simplify your project planning with Primavera P6? In this tutorial, I'll walk you through the steps to create a project schedule using a real-world Community Health Center project. You'll learn how to build an effective schedule from scratch, assign resources, and baseline your project. Plus, you'll have access to download the sample project and follow along with video tutorials for each step!

The first step in setting up your project in Primavera P6 is creating the OBS, which defines the hierarchy of project roles. For this tutorial, we’ll create a Construction OBS and a Project Manager OBS.Go to the Enterprise menu and select OBS.Click Add to create a new OBS and name it Construction.Add a second OBS element called Project Manager.Close the OBS window.

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Section 1. Create an Organization Breakdown Structure (OBS)

Next, you'll need to set up the EPS. This will organize your projects under portfolios and programs. In our example, we’ll use an EPS named Test Construction Projects.Go to the Enterprise menu and select EPS.Click Add to create the EPS and name it Test Construction Projects.Link this EPS to the Construction OBS.Close the EPS window.

Section 2. Create an Enterprise Project Structure (EPS)

Once the EPS is in place, it's time to create your project. We’ll call it Community Health Center with the project ID CHC.Go to File > New.Select the EPS Test Construction Projects and click Next.Name the project Community Health Center and assign it the project ID CHC.Link the project to the Project Manager OBS and finish.

Section 3. Create a New Project

Now, it’s time to break down the project into manageable components using the WBS. This allows you to categorize your project phases.Open the project and go to the WBS tab.Add the following WBS elements:Phase 1: GroundworkPhase 2: Building StructurePhase 3: Interior Work

Section 4. Define the Work Breakdown Structure (WBS)

Under each WBS, you’ll add specific activities to outline your project tasks. Here are the activities for the Community Health Center:Phase 1: Groundwork: Site Preparation, Excavation, Foundation Laying, Utilities InstallationPhase 2: Building Structure: Framework Erection, Wall Construction, RoofingPhase 3: Interior Work: Electrical Wiring, Plumbing, Flooring, Painting, Final InspectionEach activity needs a duration to define how long it will take to complete. Enter the durations as per the project plan (e.g., 3 days for Site Preparation, 4 days for Excavation, etc.).

Section 5. Create Activities

Dependencies ensure that tasks are performed in the correct sequence. Here's how you’ll set up the dependencies for the Community Health Center Project:In the Activities view, select an activity (e.g., Excavation).Go to the Predecessors tab in the detail view at the bottom of the screen.Click the Add button in the bottom-left corner. This will open the Assign Predecessors window.In the Assign Predecessors window, select the relevant predecessor for the current activity and click Assign.Set the Dependency Type (Finish to Start, Start to Start, etc.) as needed.Repeat this process for each activity, following the dependencies listed below:Phase 1: GroundworkExcavation (C1010) depends on Site Preparation (C1000).Foundation Laying (C1020) depends on Excavation (C1010).Utilities Installation (C1030) depends on Foundation Laying (C1020).Phase 2: Building StructureFramework Erection (C1040) depends on Utilities Installation (C1030).Wall Construction (C1050) depends on Framework Erection (C1040).Roofing (C1060) depends on Wall Construction (C1050).Phase 3: Interior WorkElectrical Wiring (C1070) depends on Roofing (C1060).Plumbing (C1080) depends on Electrical Wiring (C1070).Flooring (C1090) depends on Plumbing (C1080).Painting (C1100) depends on Flooring (C1090).Final Inspection (C1110) depends on Painting (C1100).

Section 6. Set Activity Dependencies (Predecessors)

In this step, we’ll create and assign resources (labor) to each activity in the Community Health Center Project:Navigate to the Resources tab by going to Enterprise > Resources.Right-click anywhere in the resources table and select Add to create new resources.For each resource, enter the following details:Resource ID: Unique identifier for each resource (e.g., Mike, Sarah).Resource Name: The name of the resource (e.g., Mike).Resource Type: Labor, Non-Labor, or Material.Create the following resources:Mike (Labor)Sarah (Labor)Tom (Labor)Jane (Labor)After creating resources, go back to the Activities view.Select the activity you want to assign resources to (e.g., Site Preparation).Go to the Resources tab in the detail view at the bottom of the screen.Click the Add button in the bottom-left corner to open the Assign Resources window.From the Assign Resources window, select the resource you want to assign (e.g., Mike for Site Preparation) and click Assign.Repeat this process for each activity and assign the resources as per the table:Phase 1: GroundworkSite Preparation (C1000) – MikeExcavation (C1010) – SarahFoundation Laying (C1020) – TomUtilities Installation (C1030) – JanePhase 2: Building StructureFramework Erection (C1040) – MikeWall Construction (C1050) – SarahRoofing (C1060) – TomPhase 3: Interior WorkElectrical Wiring (C1070) – JanePlumbing (C1080) – MikeFlooring (C1090) – SarahPainting (C1100) – TomFinal Inspection (C1110) – Jane

Section 7. Create Resources

To track the project budget effectively, each activity needs an associated cost. Here’s how you’ll assign costs for the Community Health Center Project:In the Activities view, select an activity for which you want to assign costs (e.g., Site Preparation).Go to the Expenses tab in the Detail View at the bottom of the screen.Click the Add button in the bottom-left corner to create a new expense for the activity.Enter the following information for each activity:Expense ID: A unique identifier for each cost (e.g., C1000-SitePrep-Exp).Expense Type: Define the expense type (e.g., Labor, Material).Cost: Enter the cost amount for each activity.Assign the following costs to each activity: Phase 1: GroundworkSite Preparation (C1000) – NGN 150,000Excavation (C1010) – NGN 180,000Foundation Laying (C1020) – NGN 500,000Utilities Installation (C1030) – NGN 200,000Phase 2: Building StructureFramework Erection (C1040) – NGN 900,000Wall Construction (C1050) – NGN 700,000Roofing (C1060) – NGN 600,000Phase 3: Interior WorkElectrical Wiring (C1070) – NGN 300,000Plumbing (C1080) – NGN 400,000Flooring (C1090) – NGN 350,000Painting (C1100) – NGN 500,000Final Inspection (C1110) – NGN 100,000

Master Project Planning: A Step by Step Guide.

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