lessons learned – schedule development using primavera ?· lessons learned – schedule...

Download Lessons Learned – Schedule Development using Primavera  ?· Lessons Learned – Schedule Development using Primavera P6 ... Primavera P6™ Primavera P3

Post on 01-Feb-2018

232 views

Category:

Documents

3 download

Embed Size (px)

TRANSCRIPT

  • LessonsLearned ScheduleDevelopmentusingPrimaveraP6

    HannahSchumacher,PSP,LEEDAP,PMISPFDIPlanningConsultants

    CharlieJackson,PSP,PrimaveraCertifiedTrainerHillInternational

    ConstructionCPMConference 2014

  • AuthorBiography HannahSchumacher

    Degree:BS ConstructionManagementandBS BuildingConstructionTechnology

    University:WentworthInstituteofTechnology,Boston,MA YearsofExperience:21 ProfessionalField:Construction Somethingyoudonotknowaboutme:IwasborninItalyandlived

    inFranceduringmychildhood

  • AuthorBiography CharlieJackson

    Degree:BA Journalism University:BaylorUniversity,Waco,TX YearsofExperience:17 ProfessionalField:Construction Somethingyoudonotknowaboutme:Enjoytheunusual Lived

    abroadinRussiafortwoyears,enjoyskydivingandscubadiving

  • Introduction

    ManyspecsarerequiringtheuseofthelatestPrimaverasoftware(P6)

    OurpresentationfocusesontheuseofPrimaveraP6toaccomplishthe1st 7stepsforSchedulePlanningandDevelopment(fromAACETCM7.2)

    1. PlanforSchedulePlanningandDevelopment2. IdentifyActivities3. DevelopActivityLogic4. EstimateDurations5. EstablishScheduleRequirements6. AllocateResources7. OptimizeSchedule

  • ApplicationDownload&Installation

    OracleEDeliverywebsite:http://edelivery.oracle.com

    UsingeitherdatabaseengineOracleorMicrosoft SQL,installtheclientapplicationandconnecttheclienttothedatabase.

    Note:Donotusethesampledatabaseastheproductionenvironment.

  • ApplicationStructures

    ProjectManagementorP6 organizesprojectinformationbasedonhierarchical structures.Eachstructureconsistsofatleastonerootorbaselevelandmultiplesuborlowerlevels.

    AtthehighestleveltheprojectsaretypicallyorganizedaroundanEnterpriseProjectStructureorgroupingofthedatabaseofprojects(i.e.type,clients,phasing,etc.).Projectsareorganizedbycommonattributesbasedontheorganizationalrequirements.

  • PlanforSchedulePlanning&Development

    PlanningConsiderations projectlevelorcontractualorganizationalrequirementsaswellasinternalorganizationalrequirements ApplicationIntegration Global/ProjectStructures

    ProjectDefinitionandCoding WorkBreakdownStructureandCoding ActivityCodeStructures(Global/Project) ActivityStructures(IDsandNamingConventions)

    Resource/CostRequirements DurationsandGlobal/ProjectCalendars CalculationRules OptimizationandReporting

    MaintainConsistency1. ProjectStructures2. GlobalStructures

  • PlanforSchedulePlanning&Development

    SchedulingSystemIntegrationConsiderations ExportFormatandImportTemplates XML/XERexportsandImportConfigurations

    IntegrationwithPrimaveraP3 IntegrationwithMicrosoftProject IntegrationwithotherPrimaveraP6

    PrimaveraP6

    PrimaveraP3

    MicrosoftProject

    PrimaveraP6

  • PlanforSchedulePlanning&Development

    OrganizationofDatabaseswithinPrimaveraP6

    Productiondatabase Intermediarydatabase

    DataImported

    SandboxData

    Verified

    DataRevised

    RevisionRequired Production

    No

    Yes

  • PlanforSchedulePlanning&Development

    EnterpriseProjectStructure(EPS) Organizesprojectsinthedatabase ByDivision,Location,Client,etc.

  • PlanforSchedulePlanning&Development

    AddingtheProject

    EntertheProjectBasics

    ProjectIDtoidentifythetypeofschedule(Current,Baseline,Whatif,TIA)

    PlannedStart

    MustFinishBy(ifrequired)

  • IdentifyActivities

    StartwithStructures

    WorkBreakdownStructure(WBS) Projectspecific Organizationalbreakdownoftheproject(Phase,Area,Location,etc.and/orCost

    Breakdown)

    UsedforEarnedValue

  • IdentifyActivities

    StartwithStructures WBSCategories GLOBAL

    CodeWBSlevels(Adminmenu,AdminCategories)

    GroupactivitiesacrosstheEnterprise

  • IdentifyActivities

    StartwithStructures ActivityCodesstructure

    (Enterprisemenu,ActivityCodes) Global EPS Project

    Considerexistingstructures Namingconventiontoavoidsystemconfusion

    GlobalCodeGlobal+CodeName

    ProjectCodeProjectIdentifier+CodeName

  • IdentifyActivities

    ActivityID SmartID(i.e.CSIdivisionorlocationidentifier) Limitto10charactersifimporting/exportingtoP3/SureTrak Autonumbering(ProjectDetails,Defaultstab)

    CanbemodifiedeasilyinP6,version7(Editmenu,RenumberActivityIDs)

    IncrementActivityID Autonumber ReplaceBeginning

    Characters

  • IdentifyActivities

    ActivityName Clear,concise,andconsistent Keywordasleftmostwordinname(helpfulforSorting,Searchingin

    Predecessor/Successorwindows) Limitto48charactersifimporting/exportingtoP3/SureTrak

  • IdentifyActivities

    ActivityType Milestones TaskDependentandResourceDependent LevelofEffortandWBSSummary DefaultActivitytypeissetatProjectLevel(ProjectDetails,Defaults

    tab)

    ChangetypeatActivityLevel(ActivityDetails,Generaltab)

  • DevelopScheduleLogic

    FourPrecedenceRelationshipTypes FS,FF,SS,SF

    LagsandLeads SchedulingOption(Toolsmenu,Schedule,Options)tochoosewhich

    calendardetermineslags/leads

  • DevelopScheduleLogic

    ThreeMethodsforAssigningRelationships PredecessorandSuccessorWindows

    (GroupandSortby,Columns)

    LinkingActivities(noUnlinkoption)

    DrawingRelationships

  • EstimateDurations

    CalendarTypes(Enterprisemenu,Calendars) Global(templates) Resource Project(projectspecific)

    WorkPeriods Systemcalendarsaresetto8hourworkperiods.

    Important P6alwayscalculatestotheminute

    TOTA

    LDETAILED

  • EstimateDurations

    Preferences(Admin/User)fordetermininganddisplaying: TIMEUNITS(Editmenu,UserPreferences,TimeUnitstab)

    CheckDatesandTimes(Start/Finish)(Editmenu,UserPreferences,Datestab)

  • EstimateDurations

    TIMEPERIODS(Adminmenu,AdminPreferences,TimePeriodstab)Version7allowsworkdaytobedefinedatcalendarlevelUseassignedcalendartospecifythenumberofworkhoursforeachtimeperiod

    Note:IssuewithBLworkdays,uses8hoursregardlessofCalendar.Oracleissue#[ID906081.1]

  • EstablishScheduleRequirements

    Contracttimerequirementsregardingstart/finishdates. NonprecedenceConstraints(ActivityDetails,StatusTab)

    Primary Secondary

    Types

    Note:thereisnoZeroTotalFloatoption(nowuseFinishonorBefore)

    Note:thereisnoZeroFreeFloatoption(nowuseAsLateAsPossible)

    StartonorAfter Finishon

    FinishonorAfter MandatoryStart

    StartonorBefore Mandatory Finish

    FinishonorBefore AsLateasPossible

    Starton MustFinishby(ProjectConstraint)

  • AllocateResources

    DefineResourceBreakdownStructure(RBS)andCostAccounts GLOBAL

    ResourcescanbeLabor,NonLabor,andMaterial IdentifyProjectResourcesvs GlobalResources(Example:

    ProjectID +Name)usinghierarchicalstructure

  • AllocateResources

    DefiningResourceSettings(shouldbeinitiallydefined) ResourceDetailsforLabor,Nonlabor,Material

    AutoComputeActuals Calculatecostsfrom

    units

    ActivityDetails OverrideResourceDetailssettings

  • AllocateResources

    AndatProjectLevel(ProjectDetails,Calculationstab) LinkActualandActualThisPeriodUnitsandCosts(whenusing

    FinancialPeriods)

    ResourcesDriveactivitydatesbydefault(ProjectDetails,Resourcestab)

  • AllocateResources

    OtherProjectleveldefaultstoconsiderpriortodevelopingactivitylist (canbesettospecificactivities)

    DurationTypes FixedDurationandUnits(default) FixedDurationandUnits/Time FixedUnits FixedUnits/Time

  • AllocateResources

    PercentCompleteTypes DurationPercentComplete(default) PhysicalPercentComplete UnitsPercentComplete

    DefaulttypedefinedattheProjectLevel(ProjectsDetails,Defaultstab)andcanbechangedattheActivityLevel(ActivityDetails,GeneralTab)

    ProjectLeveldefaultsonlyapplytonewactivities.

  • AllocateResources

    FinancialPeriods GLOBAL DefinedatAdminLevel(Adminmenu,FinancialPeriods)

  • AllocateResources

    ResourceDistributionandCurves/FutureBucketPlanning SystemDefaultand

    Global (Enterprisemenu,ResourceCurves)

    Canaddnewcurvesbycopyingadefaultcurveandmodifyingsettings

    AssignattheActivityLevel(ActivityDetails,Resourcestab)

  • OptimizeSchedule

    ScheduleOptions General

    RelationshipstoandfromotherProjects Openends ScheduleCalculationoptions

    RetainedLogic ProgressOverride ActualDates

    Criticalactivitydefinition CalculateSSlag Floatdefinition Calendarforschedulingrelationshiplag

  • OptimizeSchedule

    ScheduleOptions Advanced

    CalculatemultiplefloatpathsbyeitherTotalFloatorFreeFloat

    FormoreinformationregardingmultiplefloatpathsreadLongestPathtotheRescuebyRonWinter.

  • OptimizeSchedule

    ScheduleLog

    ClaimDigger

    TabularReports

  • DataTransfer

    Importing ProjectData AddintoExistingProject CreateNewProject IgnorethisProject ReplaceExistingProject UpdateExistingProjectNote:ToimportpastperiodactualdatayoumustselectCreateNewProject.

  • DataTransfer

    ImportConfigurationutility howtohandleduplicatedata. DoNotImport InsertNew KeepExisting UpdateExisting Delete

    DoNotImport InsertNew KeepExisting UpdateExisting

    Existing New Existing New Existing New Existing New

    A A*,B A A*,B A A*,B A A*,B

    A(afterimport)

    A,A*,B(afterimport)

    A,B(afterimport)

    A*,B(afterimport)

    A*=SameIDbutmodifieddata

  • Conclusion

    StartwithaPlan SetupStructures(EPS,WBS,Codes) MaintainConsistency(IDs,Calendars,ActivityNames) VerifyStart/FinishTimestoAvoidCalendarErrors UseCautioninModifyingorApplying

    Global/Enterprise/Admintoaproject schedule SetResourcesoptions/defaultscorrectlyfromthestart UnderstandScheduleCalculationoptions Use