Configuring a P6 Project for the Work Planning Subject Area

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The Work Planning subject area is designed for ongoing project work typical of routine and online maintenance projects in which planning metrics are tracked week over week and workweek metrics are tracked daily. There are specific Project UDF and History Level settings required in P6 to include a project in the Work Planning subject area.

To configure a P6 project for the work planning subject area:

  1. Navigate to and log in to P6.
  2. In P6, click Projects.
  3. On the Projects navigation bar, click EPS.
  4. On the EPS page:
    1. Select a project.
    2. Click the Actions menu and select Set Project Preferences....
  5. In the Project Preferences dialog box:
    1. Ensure the project is configured for publication services.
      1. Click Services in the Project Preferences pane.
      2. On the Services page, select the Enable Publication option in the Publication section.
    2. Configure the project's History Level setting.
      1. Click Analytics in the Project Preferences pane.
      2. On the Analytics page, select Activity from the History Level drop-down list.
    3. Click Save and Close.
  6. On the Projects navigation bar, click EPS.
  7. On the EPS page, add the sys_workprocess, sys_scope_freeze, and sys_schedule_freeze UDF columns to the page.
  8. For the projects you want to add to the Work Planning subject area:
    1. Type workweek in the sys_workprocess column.

      Note: The T-xw format (where 'x' equals the number of weeks prior to scope freeze and schedule freeze) must be followed exactly when entering the sys_scope_freeze and sys_schedule_freeze UDF values.

    2. Type a value, such as T-2w, in the sys_scope_freeze column. This is a relative value for each week in a project's schedule. For example, if you enter T-2w, scope freeze for each week in a project will be calculated as 2 weeks prior to the Planned Start Date of that week. Scope freeze metrics, such as Scope Freeze New or Scope Freeze Lost, will be captured for each week in a project schedule from each week's calculated scope freeze date up to and including its completion.
    3. Type a value, such as T-1w, in the sys_schedule_freeze column. This is a relative value for each week in a project's schedule. For example, if you enter T-1w, schedule freeze for each week in a project will be calculated as 1 week prior to the Planned Start Date of that week. Schedule freeze metrics, such as Schedule Freeze New or Schedule Freeze Lost, will be captured for each week in a project schedule from each week's calculated schedule freeze date up to and including its completion.

Related Topics

Creating Project UDFs for Work Planning Subject Areas



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Last Published Friday, January 31, 2014