These notebooks could then be gathered together in a report, which outlines the project by WBS, using the notebooks as summary paragraphs.Ĭ, E, F: Notebooks allow you to enter information about a project. So, for example, you could create a notebook that describes the purposes and objectives of each WBS element. Notebooks exist not only for Projects, but also can be added to any EPS, WBS, or activity. The notebook topics in Primavera P6 provide team members with a history of all that happened in the project, whether it was a schedule delay due to rain or the breakdown of equipment. Notebook topics are predefined categories in P6 that help to organize your project notes. This is especially helpful if your business process is consistently used to show reasons for delays, reasons for change orders, or other significant project communications.ī: Primavera has functions, including Notebook, that enables you to note information associated with an activity, including the reasons associated for establishing a constraint. He holds a Civil Engineering degree and a Bachelor of Information Management System.A, G: The Project Notebooks portlet is where all the project level notebook topics are shown in one location. He has worked as a Primavera Consultant Specialist since 2006 and willing to share his passion for Primavera through lots of Tips & Trick on his personal blog. Send activity data, including user-defined fields, to Unifier activity sheets, which are used to populate data fields in Unifier shells and business processes. Khuong Do is a Project Planner in Civil Engineering, Transportation, and Oil & Gas Industry. I will make sure that I will go through as many questions as I can and assist you in answering your questions. If you have any question, please post them down below.
#Primavera p6 user defined fields formula how to#
I hope this tutorial provided clear instructions on how to add traffic light indicators in Primavera P6 to quickly assess and highlight the cost/ schedule status. To visually see the schedule status, add the “On Budget Status” User Defined Field to the activity table:Īs demonstrated in this tutorial, you can visually evaluate the schedule or cost status by using user defined field indicators.
Step 4: Add the Cost Indicator Column to the Activity Table Now to apply the “On Budget Status” indicators to the entire schedule, apply the Global Change:Īfter creating a new global change, define the cost status indicator parameters as illustrated below: Step 2: Select the “Data Type” as “Indicator” Variance -BL Project Total Cost= Budget At Completion – At Completion Total CostĬlick Add to create new. Variance – BL Project Total Cost: is the difference between the “At completion total cost” and the “Budget at completion”. It is the Cost from the resource & cost loaded Project Baseline.Īt Completion Total Cost = Actual Total Cost (AC) + Remaining Total Cost (ETC) To show the cost status, you can add the following columns on the activity table:īudget At Completion (BAC): BAC is the total budget allocated to the project. You can follow similar steps to identify the project cost status:Ĭost Status User Defined Field Indicators It is a good visual for quick analysis of the schedule. To visually see the schedule status add the “On Schedule Status” User Defined Field to the activity table:īy a quick glance at the schedule, you can detect the activities that are behind the baseline schedule. Step 4: Add the Schedule Indicator Column to the Activity Table
Then click on the “Change” button to Commit the Change on the entire schedule.Ĭheck the Global Change Report, click “OK” and then “Close”. Now to apply the “On Schedule Status” indicators to the entire schedule, apply the Global Change:Īfter creating a new global change, define the schedule status indicator parameters as illustrated below: Step 2: Select the “Data Type” as “Indicator”Įnter the Title for your user defined field and select “indicator” as the “Data Type” Go to the Enterprise menu -> User Defined Fields. Variance-BL Project Finish= BL Project Finish – Finish Variance – BL Project Finish: The variance with the BL Project finish column shows the variance (duration) between the Baseline Project Finish date and the current Finish date. To show the deviation from the baseline, add the following two columns in your activity table:īL Project Finish: Baseline Project Finish shows the activity baseline finish date from the Project Baseline. Schedule Status User Defined Field IndicatorsĬonsider the following updated schedule. In this tutorial, I will show you how to define User Defined Field indicators in Primavera P6. Have you ever wondered how you can quickly detect the activities in the schedule that are behind?ĭid you know that in Primavera P6, you can quickly identify behind schedule and over budget activities by using graphical indicator in User Defined Fields (UDF)?