Project schedules usually include additional work products and documents. Do you know how to associate Primavera P6 work products and documents with your schedule?
Projects and associated schedules typically come with many work products and documents. Typical work product examples might be Surveyor drawings, AutoCAD .DWG files or other project imagery. Documents may include a statement of work, product data sheets, permits and submittals, material orders or any other documentation generated as part of the project lifecycle. The intent of the Primavera P6 work products and documents feature is to be the central repository for all these project related data and files.
This article demonstrates how to associate a product data sheet with a Primavera P6 Professional schedule.
Just before we look at the mechanics of the Primavera P6 work products and documents feature, I should clarify the difference between a work product and a document.
- Work Product – Includes any project or activity deliverables that will be turned over to the end user or customer, e.g. CAD files, testing plans, blueprints.
- Document – Includes documents that can be referenced by a project participant to provide standards and guidelines for performing work. Any reference associated with an activity, e.g. drawing, test plan, change order, or user manual.
To assign Primavera P6 work products and documents in P6, let’s begin by selecting project | WPs & Docs, Figure 1.
Figure 1
Click the Edit | + Add then enter a title, a reference number, and the current status from the status drop down menu.
Figure 2
You can select the document category from a default list or create your own. To input a new document category select Admin | Admin Categories…. In the admin categories dialog select the document categories, Figure 3.
Figure 3
In our demonstration we click + Add to insert a product data sheet document category, again, Figure 3. Next in the WPs & Docs tab select the newly created product data sheet document category, Figure 4.
Figure 4
Enter an appropriate document description. In our case we enter ‘Restrained flange adapter product data sheet’, Figure 5.
Figure 5
Provide a link to the document in either a private or a public location. In this example we provide a private link to the product data sheet, Figure 6.
Figure 6
We proceed and assign our WPs or Docs to an activity or WBS element. In our demonstration we assign the retrained flange adapter product data sheet to the install piping & couplings activity, Figure 7.
Figure 7
Finally, we review the activities table, Gantt chart, and bottom details WPs & Docs, Figure 8.
Figure 8
Summary
The Primavera P6 work products and documents centralizes project related files and other documents directly in the schedule. Both private and public file locations are possible. Documents, such as product data sheets, may be assigned directly to an activity or a work breakdown structure (WBS) element.