On the Schedule > Login Options tab of Job Properties, select the Use these login settings radio button.

• If pre-defined login settings were required, the Use pre-defined login settings radio button would be selected instead

• The Instance will remain set to -Default-

• Database selection will be pmdb during training.

Type your user name in the User Name field.

Type your password into the Password field.

• You will have your own login settings specific to your company

  

In the Training Job, from the Estimate tab, select Cost Breakdown Structure.

In the Saved Views drop-down list, select Schedule Setup View.

• In the Scheduled column, you can select the checkbox for each cost item that you want to schedule

• If a cost item has subordinate cost items below it, you will only be able to check the superior cost item, which will automatically schedule the subordinate cost items along with it

Select the Mobilization, Clearing & Grubbing, and Unclassified Excavation cost items, then press Tab.

In the Training Job, from the Estimate tab, select Cost Breakdown Structure.

From the Saved Views drop-down list, select Schedule Setup View.

• To schedule multiple cost items, you can highlight the row for each cost item that you want to schedule, using the Shift and Ctrl keys to select multiple rows.

Select additional cost items 4-Aggregate base, 5- Asphalt Concrete Hot Mix, and 6- 36-inch RCP Culvert Class.

To schedule all cost items, highlight the JOB row.

Right click on the selected rows and select Schedule Selection.

• On the Schedule Cost Items dialog, you can select whether or not you want to roll up the selected cost items to a specific level of the CBS for scheduling purposes

Select Schedule selected cost items and their subordinates without rolling them up, then click OK.

• Your scheduled cost items will import into Primavera the next time you update Primavera from InEight Estimate.

In the Training Job, from the Estimate tab select Cost Breakdown Structure.

From the Saved Views drop-down list, select Schedule Setup View.

• Review your cost items to decide which cost items need to be rolled up

Select the Roll Up Schedule checkbox on the Unclassified Excavation cost item.

From the Estimate tab, select Schedule>Update Primavera from InEight Estimate.

• The Update Primavera From Estimate dialog prompts you to indicate what data to update to Primavera

Make sure Resources and Expenses are checked. Deselect Actuals (For Job Tracking purposes) if auto selected, then click OK.

• An Attention prompt appears, letting you know that the job has not been saved.

Click Yes to save the job before updating Primavera.

• A window appears that shows the progress of the data sync between InEight Estimate and Primavera. Depending on the size of the job, this can take several minutes

  

• When the window disappears, the update is complete

Open Primavera P6 (Project Management) client.

Log in to Primavera, using the same Username and Password that was entered on the Schedule > Login Options tab in InEight Estimate Job Properties.

In Primavera, open the project.

In the Open Project dialog, expand the BID*BUILD folder.

All projects created from InEight Estimate are created in the BID*BUILD folder by default.

• Your available projects are sorted by their job names.

Select the Training Job (with your initials) so that it is highlighted, and then select Open.

• The WBS Layout displays for the project. You can see the breakdown structure imported from InEight Estimate with durations, rolled up as specified by the Roll Up Schedule option in InEight Estimate

• Initially, the start date for your activities is the start date defined on the Job Properties > Cover Sheet tab (these will change as activity relationships are defined)

Select the Resources tab to see the resources that imported for each activity, with their associated costs.

Open your version of the Training Job project in Primavera.

• In the real world, it is likely that you would have overlapping activities, or your activities would occur out of order, however for this example you will link all activities from finish to start

Highlight all of your activities from 1-Mobilization through 6.4-Backfill RCP Pipe.

Right click on one of the selected rows and select Link Selected Activities to create the Finish to Start relationship.

• You may have to select the Relationship Lines button to show the linked activities in the graph on the right side of the screen.

To schedule this new relationship, select the Schedule button (or press the F9 key).

On the Schedule Project window, keep the default settings and select the Schedule button.

To update InEight Estimate with this change, go back to InEight Estimate and select Estimate tab.

Select Schedule>Update Estimate from Primavera.

On the Update InEight Estimate from Primavera prompt, keep the default Update the estimate to stay in synch with the schedule selected, then click OK.

On the Schedule Setup View, you can see the Start and Finish dates updated from Primavera.

Look at the Days (Duration driven) column in the CBS where it shows 4.65 days for Excavate-Install-Backfill Pipe.

Make sure the Schedule Plug Days checkbox is selected on the Excavate-Install-Backfill Pipe cost item, then enter a Plug Days duration for the number of days the item will be scheduled in Primavera (7 days).

• This allows you to maintain your duration of 4.65 days in the estimate and 7 days in the schedule.

In the Training Job from the Estimate tab, select Cost Breakdown Structure.

• In this scenario, there is a scope change for your Excavation requiring you to change all of your quantities

Change the quantity in the Forecast (T/O) Quantity field in the CBS as specified below:

• As you make your changes, take note of how your duration changes in the Days (Duration driven) column for these items

• If prompted about changing Total or Unit Cost, select Change TOTAL cost, so that your unit costs stay intact, then click OK.

  

From the Estimate tab, select Schedule>Update Primaverafrom InEight Estimate to send the changed hours to Primavera.

• The Update Primavera From InEight Estimate dialog prompts you to indicate what data to update to Primavera

Make sure Resources and Expenses are checked, then select OK.

• A window appears that shows the progress of the data sync between InEight Estimate and Primavera. Depending on the size of the job, this can take a few minutes

  

• When the window disappears, the update is complete

Open Primavera (P6 Web Client).

Open the Training Job project.

On the Activities screen, compare the Planned Duration to the Days (Duration driven) in InEight Estimate for Excavate-Install-Backfill Pipe.

• The Primavera scheduled duration should have changed from 4.65 days to 7 days to match the updated duration in InEight Estimate for Excavate-Install-Backfill Pipe

• You will also notice a change in days for Excavation after changing the T/O Quantity in InEight Estimate

  

To schedule this change in Primavera, select the Schedule button (or press the F9 key) and select the Schedule button on the Schedule Project window.

Your start and finish dates are different now. In InEight Estimate, from the Estimate tab, select Schedule>Update InEight Estimate from Primavera to update InEight Estimate with the new dates.

In the Training Job, from the Estimate tab, select Cost Breakdown Structure.

In the Saved Views drop-down list, select Schedule Setup View.

• In the Scheduled column, you can select the checkbox for each cost item that you want to schedule

• If a cost item has subordinate cost items below it, you will only be able to check the superior cost item, which will automatically schedule the subordinate cost items along with it

Select the Mobilization, Clearing & Grubbing, and Unclassified Excavation cost items, then press Tab.

In the Training Job, from the Estimate tab, select Cost Breakdown Structure.

From the Saved Views drop-down list, select Schedule Setup View.

• To schedule multiple cost items, you can highlight the row for each cost item that you want to schedule, using the Shift and Ctrl keys to select multiple rows.

Select additional cost items 4-Aggregate base, 5- Asphalt Concrete Hot Mix, and 6- 36-inch RCP Culvert Class.

To schedule all cost items, highlight the JOB row.

Right click on the selected rows and select Schedule Selection.

• On the Schedule Cost Items dialog, you can select whether or not you want to roll up the selected cost items to a specific level of the CBS for scheduling purposes

Select Schedule selected cost items and their subordinates without rolling them up, then click OK.

• Your scheduled cost items will import into Primavera the next time you update Primavera from InEight Estimate.

In the Training Job, from the Estimate tab select Cost Breakdown Structure.

From the Saved Views drop-down list, select Schedule Setup View.

• Review your cost items to decide which cost items need to be rolled up

Select the Roll Up Schedule checkbox on the Unclassified Excavation cost item.

From the Estimate tab, select Schedule>Update Project from InEight Estimate.

• Your job automatically opens in Microsoft Project

• The Work Breakdown Structure Layout displays for the project

• You can see the breakdown structure imported from InEight Estimate with durations, rolled up as specified by the Roll Up Schedule option in InEight Estimate

• Initially, the start date for your activities is the start date defined on the Job Properties > Cover Sheet tab (these will change as activity relationships are defined)

  

Open your version of the Training Job project in Microsoft Project.

• In the real world, it is likely that you would have overlapping activities or your activities would be out of order, however for this example you will link all activities from finish to start

Click on the Link Tasks icon to link all activities.

• Ensure the Auto Schedule button is selected

To update InEight Estimate with this change, go back to InEight Estimate and from the Estimate tab, select Schedule>Update InEight Estimate from Project.

• On the Schedule Setup View, you can see the Start and Finish dates updated from MS Project.

  

Look at the Days (Duration driven) column in the CBS where it shows 4.65 days for Excavate-Install-Backfill Pipe.

Make sure the Schedule Plug Days checkbox is selected on the Excavate-Install-Backfill Pipe cost item, then enter a Plug Days duration for the number of days the item will be scheduled in Primavera (7 days).

• This allows you to maintain your duration of 4.65 days in the estimate and 7 days in the schedule.

In the InEight Estimate Training Job, from the Estimate tab, select Cost Breakdown Structure.

• In this scenario, there is a scope change for your Excavation requiring you to change all of your quantities

Change the quantity in the Forecast (T/O) Quantity field in the CBS as specified below.

• As you make your changes, take note of how your duration changes in the Days (Duration driven) column for these items.

• If prompted about changing Total or Unit Cost, select Change TOTAL cost, so that your unit costs stay intact

  

From the Estimate tab, select Schedule>Update Projectfrom InEight Estimate to send the changed hours to Microsoft Project.

Go back to the Training Job in Microsoft Project.

• The Microsoft Project scheduled duration should have changed from 4.65 days to 7 days to match the updated duration in InEight Estimate for Excavate RCP Trench

• You can also see that the days for Asphalt Concrete Hot Mix Type A and its subordinates adjusted because you adjusted the Forecast T/O Quantity in InEight Estimate

  

Your Start and Finish dates are different now. In InEight Estimate, from the Estimate tab, select Schedule >Update InEight Estimate from Project to update InEight Estimate with the new dates.