Control & Monitor (By mini schedules and updates or monitor by data connection)

1. Work on plan
2. Reschedule plan as per the progress
3. Preparing mini schedules or Look ahead schedules (with scope of work, expected quantities
to finish, expected manhours and expected cash flow)
4. Prepare bar charts, s curves and manpower histogram for the proper understandings.
5. Update the plan with the cumulative values or actual values
6. Alarm or flag the issues before it happens, inform the operations team about the upcoming
milestones and the critical activity.
7. Prepare a parallel or recovery plan (fast-track or crushing) in case of an unexpected delay.

To be a best Planning Engineer

 Macros in excel for very speedy updates of information
 Use the templates provided to import data to primavera (WBS, WBS activities and id,
resource calc, Activity relationships)
 Smart planning techniques for fast editing. ( from activity id we prepare activities bank,
resource crew control id, excel mini schedules)

Data Connections (In excel)

Update information’s from site to be loaded in your prepared data bank – select Data – New
Query – from file – from work book – select the desired file to link – then import datas as
required from selected options
Or
Select data – connections – add connection and in for path check go to properties then to
definitions to select connection path.
Create data – insert pivot table – select an exteral data source - and choose connection and
simply browse the file for connection –
 Reporting

Plan your report –

1. Report design
2. Prepare Required data
3. Implement in excel

Design – Think how to do it in pen and paper

1. Progress (week or month)

a. Based on EVM (cost) – consist of Planned %, Actual %, Planned Value & Earned Values
b. Based on Man hours – (“ “)
c. Planned progress Vs Actual Progress (for cost & manhour)

2. Productivity (weekly or monthly)

a. Planned Manhours and Spent Manhours
b. Productive activity
c. Activity productivity
b. Overall Productivity performance.
3. Detailed progress Report
a. Details with dates, qty, EVM(PV,EV &Variance), P%, A%, V%, P Qty, A Qty, Variance Qty.
4. Detailed Productivity Report
a. Detail with Activity name, total budgeted hours, spent hours, Equivalent hours, Hrs
variance, Planed Productivity, Actual productivity

Prepare required data – collect all the datas required.

A. Think about your design and which data you want

1. Project data base

2. Project Progress
3. Project dates from P6

B. Make connections to external source to keep the report light (otherwise excel will collapse).

1. Link pivot table to data source.

2. Link the weekly or monthly progress excel sheet to the main data sheet. (Use query to get
data from different sheets)

C. Think how you want to see the data in your sheet to fit the report

1. Re-arrange the data to fit your report

 Reporting

We have total budgeted value for the project and we have total budgeted hours for the project.from
which

1. EVM chart (budgeted value/cost)

2. Manhour chart or Working hours (Budgeted Units or Budgeted hours)
3. Planned vs Forecast date (baseline program vs the updated program)

Documents required –

1. Project Data Base

2. Project Updates
3. P6 Dates for activities
4. Base line program (for the reference)

Reporting is done by mainly using 2 types – EVM & Manhour Calculations

EVM (Money) bar chart from Plane value and Earned Value (Planned % & Earned %)

NB: EVM is not accurate or misleading in showing progression because it includes the material

Manhours bar chart from Planned Hours & Earned Hours (Planned % & Earned %)

(We have identified working hours for all out activities, Total of these manhours is the budgeted unit
/ budgeted hours)

But these Planned hours should be from planned percentage, ie the planned hours should be spent
according to the planned % which is received from planned percentage of each week.

Earned Value = Actual % * total budgeted cost

4.