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Using the Project Architect Wizard

The Project Architect Wizard enables you to create your project plan by retrieving methodology data from the Methodology Management module. Click Cancel to exit the Project Architect Wizard at any time without changing your project plan.

Note: In order to run the Oracle Primavera Project Architect job service, you must first configure the P6 Web Access database to connect to the appropriate Methodology Management database. Also, you must install and configure the job service. For more information, refer to your P6 administrator.

The following information describes your options and required actions on a screen-by-screen basis.

Step 1: Select a Base Methodology or Plug-in Methodology

  1. Select to use either a Base Methodology or a Plug-in Methodology when creating your project.
  2. Click Next.

For a description of the differences between Base Methodologies and Plug-in Methodologies, refer to the Methodology Management module Help.

Step 2: Choose a Methodology
A list of Base Methodologies or Plug-in Methodologies (depending on the type of methodology you selected in the previous screen) located in the Methodology Management database (MMDB) is displayed on this screen. Follow these steps to select a methodology:

  1. Select a methodology from the list or, if desired, click Search to quickly find the methodology you want to use.
  2. Click Details to obtain the following information about the methodology: Notebook Topics, Resources, Roles, and Costs.
  3. Click Next.

Step 3: Specify Size and Complexity
In this dialog, you can specify a size and complexity percentage for the methodology you chose in the previous dialog. To specify a value, enter a percentage in the Size and Complexity % field and click Next.

Step 4: Select the rate type for assignments
Select Use the Project Rate Type on all assignments to use the rate type that has been set for the project.

Select Copy price/unit from the methodology and set Rate Source to Override to copy the rate type from the methodology.

Step 5: Select Destination WBS
Select the project WBS location in which you want to save the methodology content. To do this, select the node in the WBS tree displayed in the dialog. If you want to merge the methodology's root WBS and its corresponding child WBS elements into the project, mark the Merge methodology WBS into current project's WBS checkbox.

Step 6: Select the Responsible Manager
Select Use the responsible manager assigned to the project or WBS selected to assign a responsible manager based on the EPS assignments in the Project Management module.

Select Use the responsible manager assigned to the project or WBS in Methodology Manager to use the responsible manager assignments that are made in the methodology.
Click Finish.

Step 7: Project Architect Completion
Click OK to jump to the Projects > Tools page where you can check the status of the job service.

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