Use the Project Details Settings page to choose default settings used for activities when you create
a new project. Also use this page to check the last summarized date and the
WBS level used for summarizing the project. If your project is set up to access
Oracle Primavera Contract Management, the Contract
Management Link section also appears on this page so you can link your
project to a project in Contract Management.
Defaults
- Default Duration Type for New Activities
- This default activity duration type is applied to all
new activities added to a project. If you change this setting for an
existing project that has activities, the duration type of those existing
activities will not be changed.
Duration type determines whether the schedule, resource availability, or costs are most important when updating activities. The duration type applies only when you have resources assigned to the activity. Choose a duration type based on which factor is most important (least flexible) in planning your project.
- If schedule is most important, choose Fixed Duration and Units/Time or Fixed Duration and Units.
- If resource availability is most important, choose Fixed Units/Time.
- If total work effort or fixed costs are most important, choose Fixed Units. Click here for more information about choosing a default Duration Type.
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Tip: In Project Preferences, you can also select the default activity duration type to use for new projects. From the top of any page, click Preferences, then click the Projects tab. In the Project Details section, choose the setting you want to use.
- Default Percent Complete Type for New Activities
- This default activity percent complete type will be
applied to all new activities added to a project. If you change this
setting for an existing project that has activities, the percent complete
type of those existing activities will not be changed.
Percent complete for an activity can be calculated based on duration, units, or a percent complete value you enter for the activity (typically based on physical inspection). Click here for more information about choosing a default Percent Complete Type.
- Default Activity Type for New Activities
- This default activity type will be applied to all new
activities added to a project. If you change this setting for an existing
project that has activities, the activity type of those existing activities
will not be changed.
Activity type determines how duration and schedule dates are calculated for an activity.
- If resources should be scheduled based on the activity's calendar, choose Task Dependent.
- If resources should be scheduled based on their assigned calendars, choose Resource Dependent.
- For an ongoing activity whose duration depends on other activities, choose Level of Effort. The duration of a Level of Effort activity is calculated based on the schedule dates from its predecessors and successors.
- If an activity marks the beginning or end of a major project phase, choose Start or Finish Milestone.
- To roll up date, duration, and percent complete values for a group of activities that share a common WBS code level, choose WBS summary activity. Click here for more information about WBS summary activity.
- Default Rate Type
- A rate type corresponds to a specific
price/unit value defined for a resource or role. A resource or role
can have up to five rate types and corresponding price/unit values.
The default rate type setting determines which of a resource's or role's price/unit values is initially applied to new assignments within a project. The rate type on the assignment can be edited to change the price/unit.
Note: If you change the Default Rate Type setting for a project that has existing assignments, the rate type of those existing assignments will not be changed.
- Default Price/Unit for Activities without Resource or Role Price/Units
- This default price/unit is used to calculate the cost for activities that have labor/non-labor units but no assigned resources and for activities that have assigned resources or roles that do not have a specified price/unit. To change the default price/unit, type a new amount, followed by a forward slash (/) and time unit designation, for example, $20/h.
- Summarize to WBS Level
- Indicates the number of summary WBS levels stored in the database.
- Last Summarized Date
- Displays the date on which the summarizer service was last run for the project. This is useful for assessing whether summary data for the project is current.
- Summarize Project Based on
- Choose to summarize the project based on high-level
resource planning or detailed activity resource assignments.
Typically, use the High-Level Resource Planning option for future projects that are currently specifying only high-level (project and WBS) resource allocation requirements, or for projects that are underway, but for which you do not want to assign resources at a detailed activity level. Use the Detail Activity Resource Assignments option for in-progress projects when you want to review detailed activity-level summarized data, for example, when evaluating detailed resource usage against planned allocation or for earned value reporting.
- Baseline for Earned Value Calculations
- If you have the required privilege, use this option to specify whether you want to use the project baseline or your primary baseline for calculating activity-level earned value data.
More about choosing a default Percent Complete Type
Choose a default percent complete type based on how you think progress can best be measured for most of the activities within your project. Later, you can change the percent complete type for individual activities as needed.
- Duration
- Choose when progress for the activity can best be reported
based on budgeted or planned
work days and scheduled
work days remaining.
Duration % Complete = [(Orig. Dur or Planned Dur Rem Dur)/ Orig. Dur or Planned Dur] * 100
- Physical
- Choose when progress is best measured by physical examination.
- Units
- Choose when progress is best measured based on actual work effort to date and the amount of work effort remaining.
More about choosing a default Duration Type
Based on an activity's duration type, resource data is calculated by synchronizing duration, units, and resource units/time so that the following equation is always balanced
Remaining Units (resource) = Units/Time X Remaining Duration (activity)
For example, if a resource is assigned to an activity 8 hours/day for 5 days, the remaining units, or work effort, is calculated as 40 hours. The duration type controls how the equation is calculated when you change one of the values.
When schedule is a limiting factor in the project, choose either Fixed Duration and Units/Time or Fixed Duration and Units. In this case, the activity's duration is fixed regardless of the number of resources assigned when you modify or update the activity. Typically, you choose this duration type for a task dependent activity that requires a set amount of time to complete, regardless of the number of people working on it. You can choose to have the remaining units or units/time calculated when you update the activity. To recalculate the remaining units and keep units/time for the resource constant, choose Fixed Duration and Units/Time
Remaining Units = Units/Time X Remaining Duration
To keep the remaining units constant and recalculate units/time, choose Fixed Duration and Units
Units/Time = Remaining Units/Remaining Duration
When resource availability is the most critical aspect of your project, choose Fixed Units/Time. In this case, the units/time or rate of the resource remains constant, even if the activitys duration or total work effort changes. You most often use this duration type when planning resource dependent activities; for example, you have a programming consultant who can only work 4 hours/day.
When budget (units or cost) is a limiting factor; that is, the total amount of work is fixed, choose Fixed Units. When you update activities, the work effort required to complete the activity does not change, even if the activitys duration or the resource rate changes. Typically, you would use this type in conjunction with resource dependent activities. Increasing resources can decrease the activity duration. For example, if a department needs to install equipment for 100 employees, you have a fixed amount of work, but adding resources to complete the installations simultaneously could reduce the time it takes.
Contract Management Link
This section enables you to link your project to a project in Contract Management (formerly known as Expedition) so you can view up-to-date information, such as submittals or requests for information, for the project from portlets on the Project Workspace.
Note: This section appears only if your project is set up to access Contract Management version 9.x or higher. The Project Administrator sets up access to Contract Management in the Project Management module. Please see the Project Management module Help for more information.
- Group Name:Project Name
- The name of the Contract Management project your project is
linked to. The Group Name indicates the name of the Contract Management database
the project belongs to. Click
to select a different project.