Planning Using Primavera SureTrak Project Manager Version 3.0 Revised 2006

2.3: Level 1 Planning Without Resources

2.3 Level 1 Planning Without Resources

This is the simplest mode of using planning and scheduling software.

2.3.1 Creating Projects

To create the project you will require the following information:

  • Project Name

  • Client Name

  • Other information such as Location, which may be entered in the Project Overview as Comments or in the Number/Version fields.

  • The Start Date (and perhaps the Finish Date)

2.3.2 Defining Calendars

Before you start entering activities into your schedule it is advisable to set up the calendars. These are used to model the working time for each activity in the project. For example, a six- day per week calendar is created for those activities that will be worked for six days a week. The calendars should include any public holidays and any other exceptions to available working days such as Rostered Days Off (RDO).

The finish date and time of an activity (when there are no resources using a resource calendar assigned to an activity) is calculated from the start date and time plus the activity duration over the calendar assigned to the activity.

The picture below shows the effect of non-work days (the shaded days shown below using the Insert, Curtain command) on the finish date of a 13 day duration activity. The elapsed duration is 19 days due to the three weekends where work does not take place.

2.3.3 Defining the Project WBS using the SureTrak WBS or Activity Codes

A WBS may be defined as a deliverable based...

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