In my earlier post, I informed you of five tips that can be used while working with Primavera P6 Professional PM or simply Primavera P6. In this post, I’ll share five more tips with you! For this article, I've used Primavera P6 Release 22.12.
These tips will help you operate with the software easily, efficiently and effectively. Now, let’s check on them one-by-one.
Tip – 6: No unnecessary ‘Welcome Dialog’ on Start-up.
This is especially true if you are using an earlier version of Primavera P6 such as R15.x or R18.x, among others. You’d have noticed that when you open Primavera 6 a dialog box comes-up as shown below.
You can disable it by clicking on “Do not show this window again” shown above or you can change the settings.
To do so, go to Primavera menu > Edit > User Preferences… and select Applications on the left side of the User Preferences screen. In it, disable the option of “Show the Welcome dialog at startup.”
Tip – 7: Setting a New Currency into the list of Currencies.
Remember Tip – 2 in the first part? Of course, after you add the currencies, you’ve to set the new currency. If you have not seen that tip, it’s a good time to check!
To apply the newly created Currency in the software, go to Primavera menu > Edit > User Preferences… and select Currency on the left side of the opened-up screen.
Next, select INR Rupee from the … shown next to US Dollar, and select the INR from the list of currencies in the popped-up Select Currency dialog box.
Do note that in my courses, classes and certification courses I predominantly used USD. However, if you want, you can change it.
Tip – 8: Changing the Start-up Window.
This is related to Tip – 6. One can also change the start-up window when Primavera P6 gets launched. This is also especially true if you are using an earlier version of Primavera P6 such as R15.x, R18.x or R19.x.
To do so, go to Primavera menu > Edit > User Preferences… and select Applications on the left side of the User Preferences screen. In it, select the Applications Start-up Windows as Activities.
Now, when you open Primavera P6 next, it’ll directly show the Activities window, not any other!
Tip – 9: Correct Setting for Earned Value Calculation (ETC).
Earned value measurement (EVM) is an advanced topic in project/program management. The settings for it should be properly done in Primavera P6, specifically the Estimate to Complete (ETC) calculation, based on which EAC varies.
To do so, go to Primavera menu > Admin > Admin Preferences… and select Earned Value on the left of Admin Preferences screen. Next, under “Technique for computing Estimate to Complete (ETC)”, choose the option of
ETC = 1/CPI or 1/Cost Performance Index.
The default calculation for ETC is: ETC = remaining cost for activity. But most of the time, it won’t give you the correct value. Select the PF as 1/CPI, which will give the most likely correct value!
Also, ensure that it’s correctly reflected in the Project’s Work Breakdown Structure (WBS), which is shown below.
Tip – 10: Use Hint Help (Alt+F1) to Clarify Concepts.
A very good feature available in Primavera P6 is the availability of Hint Help functionality. You can use this functionality from Primavera menu > View > Hint Help or from the top Display Toolbar. You can also use the Alt + F1 shortcut keys.
The Hint Help feature is available as highlighted in the top-right side of the above view. You can enable or disable it. When you put your mouse cursor over Units of Measure, it explains what it is with message notification as shown in the bottom-left part of the above view.
You may also like:
- Step by Step Guide - How to Install, Setup and Configure Oracle Primavera P6 Professional R22.12 on Windows 10/11
- PMBOK and Oracle Primavera P6 - A Practical Step by Step Guide (Time/Schedule Management)
- Step by Step Guide - How to Install, Setup and Test Oracle Primavera Risk Analysis R8.7.5 on Windows 10
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