Primavera™ P6 Planning & Scheduling Reference Table for EPC and STO

PRIMAVERA™ GENERAL TAB SETTINGS

CONTRACT ACTIVITY DURATION % ACTIVITY PROJECT PLAN
LEVEL SCHEDULING DESCRIPTION SCHEDULING METHODS NOTES
TYPE TYPE TYPE COMPLETE CALENDAR TYPE
TYPE
 Used for EPC and STO projects
 Start  Use Baseline for Variance (SPI)
Milestone  Used for Contract Terms & Conditions
I Milestones SSM  Constraints  All  N/A Duration Global 24/7 Milestone
 Finish  Used for Project Scorecards
Milestone  Displayed on Gantt Chart Project Start –
Project Finish
 Used for Indirect Resources and Costs
Duration
 Auto-compute Actuals (does not require
Level of Effort / Indirect Level of (Auto-
II SSM  Relationships  All  Fixed Units Global 24/7 manual progress updates) Indirect
Resources and/or Expenses Effort (LoE) compute
 Displayed on Gantt Charts Project Start –
Actuals)
Project Finish
 Used for EPC projects
 Lump Sum
 Fixed  Issue Gantt Chart Look-ahead
Task Dependent Non-resourced  Fixed Price
Task Duration  Weekly progress updates Critical Path
III  No Activities SSM  Relationships  Target Physical Global 24/7
Dependent and Units  Uses EvPM and S-curves (EPC)
 Steps may be used for RoC Reimbursable
 Fixed Units  May be Effort Driven with Fixed Duration and
Units (more Resources to reduce Duration)
 Used for STO projects
 Activity Calendar is Primary (use Global Change
 Relationships  Unit Rate to determine PF Timeline (Actual Duration)
Task Dependent Resourced SSM  Fixed Longest Path /
 Activity Logic  T&M Task Project  Baseline for Planned-value only
IV  Limited Activities with Logic, or and/or Duration & Physical Critical Jobs
 Constraints  Target Dependent Custom  Uses EvPM and S-curves
 Steps DSM Units/Time (STO)
 Resource Leveling Reimbursable  Daily Shift Reports issued
 Actuals captures on Timesheets
 Daily progress updates
 Used for EPC Commissioning and STO projects
 Baseline for Planned-value only
 Resource Calendar is Primary (used to
 T&M  Fixed
Resource Resource determine PF Timeline (Actual Duration)
V Resource Dependent DSM  Resource Leveling  Target Duration & Duration Dynamic
Dependent Custom PF  Uses EvPM and S-curves
Reimbursable Units/Time
 Daily Shift Reports issued
 Actuals captured on Timesheets
 Daily progress updates

SSM (Static Scheduling Methodology) | DSM (Dynamic Scheduling Methodology) | T&M (Time & Materials) | RoC (Rules of Credit) | PF (Productivity Factor) | EPC (Engineering, Procurement, Construction) | STO (Shutdowns, Turnarounds,
Outages) | SPI (Schedule Performance Index) | CPI (Cost Performance Index) | EvPM (Earned-value Performance Management) |

Created by: Ej (Ted) Lister ejlister@stonavigator.ca | ejlister@cpmsolutions.ca | ejlister@ipecsystems.com.my (October 6th, 2015 R1)