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prim14457:How to show cross project relationships in Activity Network

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Solution ID: prim14457
How to show cross project relationships in Activity Network
Status: Reviewed
Version(s): 3.5, 3.5.1, 4.0, 4.0, 4.1, 4.1, 5.0

Problem: How to show interproject relationships in an Activity Network layout
Problem: How to show cross project relationships in Activity Network
Problem: How to show relationships between activities in different projects in Activity Network layout
Problem: Can you display inter project relationships within the Activity Network?
Problem: Activity Network Diagram does not show inter project relationships
Fix: 1. Open all applicable projects in Project Management.

2. Group and sort by Project or WBS.


3. Select multiple projects on the left side of the view (use Ctrl+click or Shift+click).



If the relationship lines are still not visible, click on View, Activity Network, Activity Network Options, and select the Activity Network Layout tab. Check the option, ”Adjust to show all relationships”. 



prim14608:Why are endpoints incorrect after copying a specific bar?

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Solution ID: prim14608
Why are endpoints incorrect after copying a specific bar?
Status: Reviewed
Version(s): 3.x

Problem: Why are endpoints incorrect after copying a specific bar?  After copying the bar format for one bar and pasting it onto other bars, now all bars have blue endpoints.
Fix: Copying a specific bar copies the settings for that bar including endpoints. For example, copying the bar format of an activity that has an Actual Start and Actual Finish will copy the blue endpoints and paste so that pasted bars will have blue endpoints. The pasted endpoints will override endpoint settings defined in Format, Bars, Endpoints


To resolve the issue, manually adjust the endpoint for each specific bar it was copied or create a new layout.

prim14794:Can I send an output of the Gantt view in portrait mode to non P3 users?

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Solution ID: prim14794
Can I send an output of the Gantt view in portrait mode to non P3 users?
Status: Reviewed
Version(s): 3.x

Problem: Can I send an output of the Gantt view in portrait mode to non P3 users?
Problem: How to send a layout in portrait mode to a non P3 user.
Problem: How to send a picture of a Bar View layout to a non-P3 user.
Problem: Options such as web pages and Preview pictures (WMF) only produce landscape images.
Fix: To send a layout to a non P3 user in Portrait mode, you will need to use a Print driver that can create output that can be viewed by the other person.

For example, using Adobe Acrobat or Adobe Distiller as the Print driver can create PDF files which can be opened by a non P3 user.


If you do not have access to a print driver with this capability, you can try to recreate the layout in the Bar Chart Graphic report


1. Go to Tools, Graphic Reports, Bar. 
2. Recreate the layout as a portrait image in Primavera Look.
3. Within Look, go to Edit, Select all. 
4. Go to Edit, Copy 
5. Open MS Word or Powerpoint and select Edit, Paste special.  This will paste the image as an enhanced metafile or picture.
6. Send the MS Word or Powerpoint file to the non P3 user.


If you would like to be able to save web pages and WMF files in portrait, please see the following solution: Can a Preview Picture page be saved as portrait? 

prim14831:When copying activities from a project with read only access to a project with read write access, the activities are copied back into the project with read only access.

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Solution ID: prim14831
When copying activities from a project with read only access to a project with read write access, the activities are copied back into the project with read only access.
Status: Reviewed
Version(s): 3.x, 4.0, 4.1

Problem:

When copying activities from a project with read only access to a project with read write access, the activities are copied back into the project with read only access.


Steps to duplicate:



  1. Open two projects; one that you have read only access to and one that you have read write access to.

  2. Group the layout by WBS.

  3. Copy an activity in the read only project.

  4. Click on a WBS node from the read write project and paste the activity.  The activity will be pasted in the read only project.
Fix: This is a known problem in Project Manager/Project Management has been corrected in version 4.1 Service Pack 2.

To download the latest Service Pack, see:
Solution ID PRIM29780:  Primavera Project Management Version 4.1 Service Pack 4 (SP4)

prim14871:Unable to add, insert, drag and drop, or paste an activity

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Solution ID: prim14871
Unable to add, insert, drag and drop, or paste an activity
Status: Reviewed
Version(s): 3.1

Problem: Unable to add, insert, drag and drop, or paste an activity when organized by Resource or Cost Account.
Problem: Unable to add, insert, drag and drop, or paste an activity when organized by WBS
Fix: If organized by Resource
This is by design. Adding, inserting, pasting and moving activities while organized by resource would result in assigning and removing resource assignments from activities. The resource window must be used to accomplish these tasks.

Go to Format, Organize and remove Resource under Grouped By to regain the ability to add, paste and move activities within the layout.


If organized by Work breakdown
Go to Format, Organize, Work breakdown, and make Level 1 visible. If it is not visible you will not be able to add any activities to the layout.

prim14915:How to check when a P3 Project was last updated?

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Solution ID: prim14915
How to check when a P3 Project was last updated?
Status: Reviewed
Version(s): 3.0, 3.1

Problem: How to check when a P3 Project was last updated?
Fix: The XXXXDIR.P3 file always gets updated whenever you schedule or change anything in the project (i.e. save layout, report, edit activity, etc).  View this file within Windows Explorer to see when the project was last updated.  However, that will not tell you exactly what was updated just that something in the project was updated.

prim14973:Actual start not indicated by “A”

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Solution ID: prim14973
Actual start not indicated by "A"
Status: Reviewed
Version(s): 3.x

Problem: Actual start not indicated by “A”
Cause: This is indicative of a corrupt layout.
Fix: 1) Try making the column wider, it is possible the A is there, just hidden

If this does not work try


2)In View > Layout, apply a new layout and this should correct the problem.


For more information on corrupt layouts: Click Here

prim15106:How to show the difference between Budget Cost (BC) andTarget BC.

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Solution ID: prim15106
How to show the difference between Budget Cost (BC) and Target BC.
Status: Reviewed
Version(s): 3.1

Problem: How to show the difference between Budget Cost (BC) and Target BC.
Fix: PART I: In the TARGET PROJECT, perform the following steps:

1.  Create a Resource/Cost Custom Data Item called “TGBC” to store the target BC.  To do this, go to Data, Custom Data Items, Resource/Cost.  Add a CDI with the following specifications:




2.  Run a Global Change, to populate TGBC with the BC of the target project.  To do this, go to Tools, Global Change.  Add a new Global Change with the following specifications:



Then:  TGBC  EQ  BC



3.  Export the Activity ID, Resource, Cost Account and Resource Custom Data Items to a .WK1 file.  To do this go to Tools, Project Utilities, Export.  Create a new export with the following specifications:




 PART II: In the CURRENT PROJECT, perform the following steps:


1.  Create the same custom data item in the current project that you created in target project in Part I.  To do this, go to Data, Custom Data Items, Resource/Cost.  Add a CDI with the following specifications:




NOTE: The format of the Custom Data Item Dictionary MUST be the same in both the target project and current project.  If there are other CDIs in the dictionary, make sure each entry exists in both dictionaries and that they all appear in the same order.


2.  Import the .WK1 file created in Part I:3 above.  To do this, go to Tools, Project Utilities, Import.  Specify the path and filename of the .WK1 file to be imported.  When this is complete, the CDI TGBC in the current project should be populated the BC values of the target project.


3.  Create another Resource/Cost Custom Data Item called TBCV (Target Budget Cost Variance).  To do this, go to Tools, Data, Custome Data Items, Resource/Cost.  Add a CDI with the following specifications:




3.  Run a Global Change, to populate TBCV with the difference between BC and TGBC (Target BC).  To do this, go to Tools, Global Change.  Add a new Global Change with the following specifications:



Then:  TBCV  EQ  BC  -  TGBC



4.  Add the column TBCV to your layout to display the difference between BC and Target BC. 


prim15136:How can a project be extracted once it has been Merged?

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Solution ID: prim15136
How can a project be extracted once it has been Merged?
Status: Reviewed
Version(s): 3.1

Problem: How can a project be extracted once it has been Merged?
Fix: P3 does not have a feature to extract a project once it has been merged.

Workaround:


1. Open the merged project.

2. Select Tools, Project Utilities, Export

3. Choose Add to create a new export specification.

4. Choose Contents of List, the All Current button will export the columns defined in the layout. Remember to include ALL activity information (activity codes, resources, logs, etc.) shown at the bottom of the export screen.

5. Create a filter on the Selection tab to export certain activities (those activities you would like to copy into a new project). Click Run to export the data.

6. Create a new project in P3. Make sure the Dictionary information is the same. Dictionary information can be transferred from one project to another.

7. Choose Tools, Project Utilities, Import to bring in the activities and their information into the new project. Set up the import specification with a path to the file to import.

prim15154:Minimum security permissions needed to run P3

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Solution ID: prim15154
Minimum security permissions needed to run P3
Status: Reviewed
Version(s): 3.x

Problem: What permissions or rights are needed to run P3?
Problem: NTVDM encountered a hard error
Problem: Error: “Win2000 systems require Power User profile rights to run P3. Please contact your system Administrator to resolve this issue”
Problem: Serial number could not be locked
Problem: P3 for windows requires btrieve version 6.15………
Problem: What are the minimum security permissions, rights or user profile settings needed on a PC to run P3?
Problem: Registration could not be validated
Fix:

1) Log in as an Administrator and go to Start, Run and type REGEDT32


2) Highlight the HKEY_LOCAL_MACHINE\Software\Btrieve Technologies key and grant Everyone Full control of the Btrieve Technologies key.


3)In the C:\WINNT or C:\Windows folder grant full control of the following files:PRMENDPT.INI, MKDEMSG.LOG, MKDEWE.TRN, P3.INI   and BTI.INI


4) On the local C drive you grant Full control of C:\P3WIN folder and all subfolders. If P3 is run from the network, grant full control of P3win    folder on the server and the folder below it.


5) Grant the user full control of the folder C:\WINDOWS\P3 if it exists.

prim15160:Header information in Print Preview is resetting to old data

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Solution ID: prim15160
Header information in Print Preview is resetting to old data
Status: Reviewed
Version(s): 3.5, 3.5.1, 4.0, 4.1, 5.0

Problem: Header information in Print Preview is resetting to old data
Problem: Adding a date to the Header in Print Preview and the new date does not appear when the project is reopened
Cause: Layout changes not saving
Fix: After making updates to the Header information, go to View, Layout, Save As. Name the layout TEST, and exit and reopen Primavera.
Now the TEST layout should reflect the updates.

prim15208:Where are the Forecast Start and Finish dates in Project Manager / Project Management?

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Solution ID: prim15208
Where are the Forecast Start and Finish dates in Project Manager / Project Management?
Status: Reviewed
Version(s): 3.5, 3.5.1, 4.0, 4.1, 5.0, 6.0, 6.1, 6.2, 6.2.1, 7.0

Problem: Where are the Forecast Start and Finish dates in Project Manager / Project Management?
Problem: How are forecast dates calculated?
Problem: Under ‘User Preferences’ / Resource Analysis, what are ‘Forecast Dates’?  Where do they come from?
Fact: Project View
Fact: WBS View
Fix: Forecast Start and Finish dates are found in the Project and WBS views and are available for reports.

Forecast Start is defined as:


    



Forecast Finish is defined as:


     


Note:  Definitions are available for all columns by turning on Hint Help on the View menu list.


The Forecast Start and Forecast Finish dates can be changed manually, or they can be moved in the Tracking view by dragging and dropping the bar, as follows:


Notice that in the Project view, Proj2′s Forecast Start and Forecast Finish are 14 May 07 and 2 June 07 respectively:



Switch to the tracking view and open a layout which includes the Project Gantt chart.  Notice that when the cursor is held over the end of a Forecast bar, the pointer will change to a double-headed arrow:



Holding down the mouse button and dragging will move the bar:



Which in turn will change the Forecast Dates:


prim15298:Unable to increase / decrease the Timescale density

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Solution ID: prim15298
Unable to increase / decrease the Timescale density
Status: Reviewed
Version(s): 3.0, 3.0a, 3.0b, 3.0c

Problem: Unable to increase / decrease the Timescale density
Cause: This is caused by a corrupt layout.
Fix: Apply a new layout to the project.  This should resolve the timescale issue.

prim15447:SureTrak randomly crashes. / Error: “SureTrak has generated an error associated with Windows.”

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Solution ID: prim15447
SureTrak randomly crashes. / Error: "SureTrak has generated an error associated with Windows."
Status: Reviewed
Version(s): 3.0, 3.0a, 3.0b, 3.0c

Fact: laptop
Fact: touchpad
Problem: SureTrak randomly crashes and gives a general windows error.
Problem: Error: “SureTrak has generated an error associated with Windows.”
Problem: Suretrak project manager has encountered a problem and needs to close
Fix: Change layout in project. Corruption could be in layout.
Fix:

Disable the scrolling feature on the touchpad.



  1. Look in the lower-right of the MS-Windows screen (near the clock) for an icon representing the laptop’s touchpad.

  2. Right-click on the icon and choose Properties or Settings.  (Your menu may vary, depending on the laptop manufacturer.)

  3. Look for either Advanced or Scrolling settings, and disable scrolling.  (Ex: Some Toshiba laptops have an option that can be disabled: “Use scroll function”)

    OPTIONAL:

  4. To use scrolling features, attach a external mouse with a scroll wheel and install a compatible driver.
    Please reference: 2002121020336 - ”How to make the scroll wheel work?”

prim15543:SureTrak hangs when saving project and layout changes are not saving

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Solution ID: prim15543
SureTrak hangs when saving project and layout changes are not saving
Status: Reviewed
Version(s): 3.0b, 3.0c

Problem: SureTrak hangs when saving project.
Problem: Layout changes are not saving.
Fix: Check the following:

1. Is the file path or file name too long? Try a shorter name.


2. Check for special characters, for example: ! @ # $ % ^ & * ( ), in the file path or name. Try removing them.

Fix: Change to new layout

prim16705:Is there a way to save the window sizing and column sorting?

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Solution ID: prim16705
Is there a way to save the window sizing and column sorting?
Status: Reviewed
Version(s): 3.5, 3.5.1, 4.0, 4.1, 5.0



Problem: Is there a way to save the window sizing and column sorting?
Problem: Go to View, Layout, Open and change the window size, column sizes, and sorting. That information is not saved when you close and reopen the window.
Fix: This issue is an existing Enhancement Request. It will be considered for a future release

prim16797:Print preview shows full abbreviations for months (ex: Jan) even though the onscreen layout is condensed to display only the first letter of the month (ex: J).

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Solution ID: prim16797
Print preview shows full abbreviations for months (ex: Jan) even though the onscreen layout is condensed to display only the first letter of the month (ex: J).
Status: Reviewed
Version(s): 4.0, 4.1



Fact: Timescale density is set to Year/Month
Problem: Print preview shows full abbreviations for months (ex: Jan) even though the onscreen layout is condensed to display only the first letter of the month (ex: J).

Onscreen layout: 


Print preview:

Problem: Timescale density in Print preview is different than in the Activities View layout
Fix:

This known problem in Project Management 4.x has been corrected in version 5.0.


Workaround for version 4.x:


Go to File, Page Setup, Options and blank out the Timescale Start and Finish dates. This should synch up the Print preview/Printed timescale density with the onscreen layout.

prim16833:When a layout is Grouped, Sorted or Filtered by a Project-specific activitycode, otherprojects opened in the layout display no activities.

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Solution ID: prim16833
When a layout is Grouped, Sorted or Filtered by a Project-specific activity code, other projects opened in the layout display no activities.
Status: Reviewed
Version(s): 3.5, 3.5.1, 4.0, 4.1, 5.0, 6.0, 6.1, 6.2, 6.2.1



Problem: When a layout is Grouped, Sorted or Filtered by a Project-specific activity code, other projects opened in the layout display no activities.
Problem: Project level activity are lost after copying and pasting activities
Problem: Project level activity codes lost after copying a project.
Problem: Project level activity codes lost after importing a project.
Cause: A Project-specific activity code has a project-specific internal ID. It may only be used to Group or Filter activities within that project.
Fix: This issue is an existing Enhancement Request. It will be considered for a future release
Fix:

A Project-specific activity code is meaningless in any other project (even a copy of the same project) and therefore can not be used to select activities in other projects even if other projects have a similarly named Project-specific activity code.


Project-specific activity codes should only be used when opening one project at a time.


Workarounds:



  • If this code is to be used to Group, Sort or Filter in multiple projects, make the activity code a Global activity code.


1.  Go to Enterprise, Activities codes and select the Project radio button.
2.  Click the Modify button.



3.  Highlight the Project-specific activity code and click on the “Make Global” button.



4.  You will need to recreate all of the Group, Sort and Filter specifications to use the Global code versus the Project-specific code.


Note: All activities in the project assigned to the Project-specific activity code that was made into a Global code will now be assigned to the Global code.  If other projects have a similarly named Project-specific activity code, those activities will need to be reassigned to the Global activity code. We recommend Global Change to accomplish this.



  • If a Project-specific activity code with the same name exists in more than one project, and you wish to keep the activity codes at the project level, you will need a separate selection statement for each project-level activity code.


For example, the Project-specific activity code “test to make global” exists in two different projects (one project was a copy of the other project).  When both projects are open, to filter activities in both projects that have a value of “yes”, two filter statements are required. Notice that the code “test to make global” is listed twice – once for each project.


 

prim16857:How to change the font size for the group bands of a Layout

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Solution ID: prim16857
How to change the font size for the group bands of a Layout
Status: Reviewed
Version(s): 3.x



Problem: How to change font size for organized sections of a Layout
Fix: 1) Go to Format->Organize

2) Change the Font under the Font and Background color under the Bkgrnd Column.


prim16893:Custom Group, Sort and Filters are not saved in the lower left quadrant of Tracking View

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Solution ID: prim16893
Custom Group, Sort and Filters are not saved in the lower left quadrant of Tracking View
Status: Reviewed
Version(s): 3.5, 3.5.1, 4.0, 4.1



Fact: Tracking View
Problem: Custom Group, Sort and Filters are not saved in the lower left quadrant of Tracking View
Problem: User A creates a Tracking View layout that contains custom Group and Sort and Filters in both the Upper Right and Lower Left quadrants and makes this layout available to All Users.

User B logins and applies User A’s Tracking View layout. The layout retains the Upper Right quadrants custom Group and Sort and Filters. However, the Lower Left quadrants customization is lost.

Fix: This known problem in Tracking View has been corrected in version 3.5.1 Service Pack 6 and version 4.1 Service Pack 2.

To download the latest Service Pack, see: 
PRIM17877: Version 3.5.1 Service Pack 6
Solution ID PRIM29780:  Primavera Project Management Version 4.1 Service Pack 4 (SP4)

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