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“Many times in life, whether a thing is worth doing or not really depends on how you look at it. Take up all courage and do something your heart tells you to do, so that you may not regret not doing it later in your life."
Primavera - Basics
Jay Shukla & Kinjal Trambadia
Purpose of Course
• To familiarize participant with Primavera Software, a well known project planning and scheduling and monitoring tool. • Duration : 2 days • Methodology : Practicing with given manual
“What is Planning”
• Planning is the determination of a project's objectives with identification of the activities to be performed, methods and resources to be used for accomplishing the tasks, assignment of responsibility and accountability, and establishment of an integrated plan to achieve completion as required
.“What is Plan” ? • Planning a project is an integral part of managing a project and a " Plan" is the output from this process • A "Plan" is normally one or more documents which outline how a project is to be executed • The most important point is that a plan must be understood by all those involved in a project and the way a plan is presented must be understood by the project team members and possibly more than one presentation form may be required.
Planning Vs Scheduling • A plan is not a bar chart . This is often termed as a "Schedule" . • A plan has many elements: – It identifies what has to be delivered to the client. the project methodology – What is needed to complete the project . the programme • Once these parameters are evaluated then the project may be Programmed. the deliverables – The best method of delivering it . a bar chart is an output of the planning process. the resources – How long it is going to take .
Purpose of Planning • The ultimate purpose of planning is to build a model that allows you to predict which activities and resources are critical to the timely completion of the project. thus ensuring that the project will be delivered both On Time and Within Budget. . • Strategies may then be implemented to ensure that these activities and resources are managed properly.
.Project Planning Metrics A change in anyone of these components normally results In a change in one or more of the others.
Planning Cycle .
work documents and project-specific codes and calendars. . A project has a start date and finish date. WBS. It can also include risks. resource assignments and expenses.Define a Project • A project is a set of activities and their associated information that constitutes a plan for creating a product or service.
Characteristics of a Project • 5 Aspects of a Project – Schedule. It covers – Schedule: Timeline (core) – Resource: Man. Plant – Cost: Money – Risk: Identify. variations and revision – Closing Out: Administrative closure. classify and quantify • Life Span of a Project – Planning: establish baseline when project starts – Controlling: monitoring. Resource. Cost. Quality and Risk (HSE) • For a Project Management Software. Material. documentation . updating during project • execution – Managing: changes.
predecessors and successors to activities • Calculate the start and finish dates • Assign resources and/ or costs to activities • Optimize the project plan • Set Baselines to compare progress • Approve work • Record the actual progress • Compare progress against the original plan • Amend the plan for scope changes etc.Planning software allows: • Record the WBS. and • Produce management reports.the deliverables • Break the deliverables into activities • Assign durations. constraints. .
resource (MH) and cost (Rs) Achievable: realistic based on current Productivity Resource Availability: make ready for man.Define an Activity In SMART Way • Specific: scope of work to be clearly defined • • • • Measurable: able to measure progress (%). material and plant Time-bound: have start and finish date .
review and establish baseline . production rate and past work experience Assign a WBS to activity Assign a calendar to activity Link activities Allocate resources to activity from resource pool Allocate cost to activity Schedule project.Procedures to Set up a Project • • • • • • • • • • Add a project to EPS and assign one of OBS Set up WBS Add a list of activities Determine activity’s duration based on volume of work.
man hour and cost and update plan Analyze and report project status using earned value method Revise baseline when there are substantial changes and the programme can not reflect the actual situation any more • • Manage changes Lean construction (last planner) application .When a Project is on the way… • • • Record progress.
Budgeted Cost of Work Performed): Budget x Actual completion % . Actual Cost of Work Performed): Actual cost up to data date Earned Value EV (BCWP.Performance Measurement with Earned Value Method : 3 Parameters • Planned Value PV (BCWS. time elapsed) • • Actual Cost AC (ACWP. Budgeted Cost of Work Schedule): Budget x Schedule completion % (% of original duration.
ahead of schedule • Cost Variance (CV): CV=EV-AC > 0. spending less than planned as of measurement date .Performance Measurement with Earned Value Method : Measurement Index • Schedule Variance (SV): SV=EV-PV > 0.
000= -$3.000 x 70%=$7. or BCWP=$10.000).000 (PV or BCWS).$9.000= . and we have spend $9.000 (AC or ACWP).000. It is now June 29 (data date.An Example • Suppose we plan to finish an activity by June 29 with a budget of $10. . We are not only behind schedule (SV=EV-PV=$7. but only 70% of the work is complete (EV.000.000$10.000). or measurement date).$2. but over budget (CV=EVAC=$7.
Manage Changes • • • • • Record and control budget changes Record and track issues Define and monitor thresholds Manage risks: identify. categorize and prioritize Categorize and track activity-related work products (deliverables) and documents .
resources and costs with codes and values .P6/P5 Module Overview Project Management Module: Features Centralized database for all project data (data resides on server) Layout presentation and grouping based on Work Breakdown Structure (WBS) Hierarchal structure on EPS. projects. activities. OBS.
Establish the Framework Enterprise Project Structure (EPS) Organization Breakdown Structure (OBS) Global Calendars Resource pool Budget structure Coding structure like project code and activity code (for filtering.P6 Module Overview • Before Add a Project. grouping and data analysis) .
EPS and OBS • Enterprise Project Structure (EPS) – Company-wide hierarchical project breakdown Structure • Organization Breakdown Structure (OBS) – Company-wide hierarchical responsible managers for the projects .
P6 Module Overview • EPS and OBS: Work Side by Side OBS PM1 PJ1 PJ2 PJ3 EPS PM2 PM3 .
EPS and OBS: Example OBS Proces s Project A Project B Civil Piping Equip ment Instru ments Electri cal Constr uction Project C Project D EPS .
OBS Example .
EPS Example .
EPS – Project Example .
customised project-based WBS Play an essential role in P6. Can be assigned resource. budget and earned value . next by deliverables and breakdown to the activity level Company-wide standard WBS template Vs. with project the highest level.Work Breakdown Structure (WBS) Continuation from EPS.
WBS Example .
Calendars Global Project specific WBS specific Resource specific .
Coding Structure: Project Code .
Coding Structure: Resource Code .
Resource and Role Resource includes People Material Plant Role Required personnel skill and proficiency level -> Job title and function Resource calendar Resource limit (MH / day) Resource cost ($ / MH) .
EPS or WBS level .Budget and Cost Top-down approach: for upper management Bottom-up approach: for accurate estimate Budget (total) and spending plan (monthly distribution) Resource dictionary and cost account Budgeted cost=Budgeted unit (man-hour) x Price per unit ($/MH) for each activity Roll up to Project.
Hierarchical Global (Enterprise) Enterprise Project Structure (EPS) Project Mangers for Multi-project (OBS) Hierarchical Organization Breakdown Structure (OBS) Work Project Manger Responsibility User Database File Structure Single PC based 16-bit database Multiple File Multi-User Server Based. SQL or For stand alone use Oracle (MS SQL) MSDE Single File (*.xer) . P6 P3 Scope Project based project management Structure P6 Enterprise-wide project a age e management Remarks Project Single Multiple (EPS).P3 Vs.
Schedule Calculations • When a schedule has a Closed Network scheduling the project will identify the: • Critical Path(s) • Total Float • Free Float .
except the project start milestone(s) and finish milestone(s). has one or more: • Start Predecessors. and • Finish Successors.Closed Network In a Closed Network every activity. .
shown in red below : .Critical Path(s) • The Critical Path is the shortest duration that a project may be completed in and a delay to any activity will delay the end date of the project.
• May be displayed in a column and in the Gantt Chart. as per the thin black bar below and • May be negative . . • An activity with Total Float may delay another activity.Total Float • The Total Float is the amount of time an activity may be delayed without delaying the end of a project .
• Displayed only in a column and • Is never in the negative.Free Float The Free Float is the amount of time an activity may be delayed without delaying another activity. .
. • A constraint would be imposed to specific dates such as: – The availability of a facility to allow work to commence. or – The predetermined time a project must be complete by • Constraints should be cross-referenced to the supporting documentation such as contract documentation Milestone Dates.Constraints • To correctly model the impact of events outside the logical sequence. you may use constraints.
Constraints Type • There are two types of constraints : • Project Constraints which includes the Project – Start Date and Project Finish Date. and • Activity Constraints. the two most common are Start On or After (Early Start) and Finish On or Before (Late Finish ) .
Exchange Global Changes between Primavera databases • XML .Exchange Layouts between Primavera databases • ANP.Primavera File Types Primavera propriety file formats : • XER .A new Primavera PM format introduced with Primavera Version 6.Saves the position of activities in an Activity Network • ERP.Exchange Reports between Primavera databases regardless of the database • PCF . .0 which is used to import data from the Project Manager module.Exchange one or more projects between Primavera databases • PLF .
0 has a new function allowing the Import and export of data in xls format . • XLS. however Microsoft Project is required to be installed on the computer. This is the default file format that Microsoft Project uses to create and save files.mpp) • Microsoft Project 98 ( *.mpp).mpp file when Microsoft Project 2007 is installed as MSP 2007 disables this function Primavera 6 . • Primavera Project Planner P3 and SureTrak files saved In (P3)format.mpx).mpd). This is a text format data file created by Microsoft Project 98 and earlier versions • Microsoft Project formats such as Project Database ( .2003 ( * . Primavera Version 5. Microsoft Access Database ( *.mpt) can be imported. which is different to 98 format • Note: Primavera 6.0 and 6 . Microsoft Project 2007 is a different format to the 2000 .2003 format. 1 will import or export to the following file types: • Project 2000 .Project (* .0 and 6.mdb) and ( *.1 will not import any .mpp) • MPX ( * . A SureTrak project in SureTrak format should be saved in Concentric ( P3) format before importing .
Now Lets get our hands dirty! .
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