Selecting Projects for Work Planning Calculations

The Work Planning subject area is designed for ongoing project work typical of routine and online maintenance projects.

In these projects, 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 select the P6 EPPM projects for the work planning subject area:

1. Sign in to P6 EPPM.
2. In P6, click Projects.
3. On the Projects navigation bar, click EPS.
4. On the EPS page:
   1. Select a project.
   2. From the Actions menu, select Set Project Preferences.
5. In the Project Preferences dialog box:
   1. Ensure the project is configured for publication services.
      1. In the Project Preferences pane, click Services.
      2. On the Services page, in the Publication pane, select the Enable Publication option.
   2. Configure the project's History Level setting.
      1. In the Project Preferences pane, click Analytics.
      2. On the Analytics page, in the History Level list, select Activity.
   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. Enter workweek in the sys_workprocess column.

      Note:

      Use the format T-<x>w (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. Enter a value 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 is calculated as two weeks prior to the Planned Start Date of that week. Scope freeze metrics, such as Scope Freeze New or Scope Freeze Lost, are captured for each week in a project schedule from each week's calculated scope freeze date up to and including its completion.
   3. Enter a value 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 is calculated as one week prior to the Planned Start Date of that week. Schedule freeze metrics, such as Schedule Freeze New or Schedule Freeze Lost, are captured for each week in a project schedule from each week's calculated schedule freeze date up to and including its completion.