Download as pdf
Download as pdf
You are on page 1of 90
PROJECT MANAGEMENT Civil Engineering has projects that include large number of activities, excess amount of resources in terms of labor, machinery, time and tools, All these activities are to be managed. waar IS PRIMAVERA? Primavera is not a project manager it only performs the calculation for you, project manager has to visualize the project activities, duration, their dependencies etc and then input all this into Primavera. Primavera will then perform network calculations by PERT (Program Evaluation and Review Technique) after which the critical path, duration of project and estimated cost based on the cost and time of the activities is generated. USAGE OF PRIMAVERA Primavera prepares a very useful Gantt Chart and other reports for project manager and it also helps the manager in execution of the project and will tell the authorities how much percentage of the project has been completed in any specific time period. Primavera is being used by Mechanical engineers, Electrical engineers and Civil engineers. Most importantly it is used for civil engineers and almost all the organizations, contractors and consultants demand their planning engineer and project manager. Why PM With Primavera? Single ee E88) Manageme enf.soluti Fundamental * Decisions * Judgements Facts Risks Forecasting Data Points Collaboration c Software he * Collaboration |* Real Time ¢ Large Fact points * Projection * Group Think * Speed Co Location Organizations Now Project driven and asset intensive * Very Tight Control Over — costs — schedules — materials — resources — accurate and real time picture of performance Solution * Application Vs Solution Client Requirement * Respond quickly to changing project and market conditions * Deal effectively with the increasing complexity of projects and technology environments * Deliver without unnecessary rework or waste * Course correct or cancel failing projects in a timely manner * Replicate successful projects * Work productively and collaboratively * Fully automate cross-functional business processes Optimize project-related cash flows Client Requirement Robust Reporting Capability Mobile : Any Time Any Where Optimization Value Value Value — Risk — Quality — Resource — Funds Challenges Large Data small Information Integration Value at Stake Different Systems with different clients Alignment Predictability Reactionary Mode of Operation ROI Lack of PPM Governance [ Large Data * Reporting and Analytics * Time Sheets: Tracking Progress to Gain Insights into Costs and Resource Use * Resource Management: Matching People with Projects * Collaboration and Content Management: Improving Organizational Performance through Collaboration ) Differing Systems * Primavera Gateway * Primavera Web Services ¢ Applications Programming Interface (AP!) Primavera Features * Team Member — Update — Communicate — View — Filter Primavera Features Integration through Gateway Multi Layered Security Customization Solution Roll Out User Productivity [aan Cory ORACLE PRIMAVERA SOLUTIONS About Projects About Projects A project is any temporary series of activities performed in some coordinated arrangement in order to create a product, service, or measurable business result. Projects have a definite beginning and end. A project is concluded when its objectives have been reached or when the project is terminated. Primavera P6 Enterprise Project Portfolio Management ‘Orada'Fusion'Projacts Project Before import, resource assignments are summarized up to the WBSs linked to lowest-tevel tasks. Then, a single task assignmentis created for each resource. ACTIVITES 45 OG r GGRGSSa Fam Te AEY 49 Activities added to WBS components tty Co1-c00 ea acto tn so Mea. vaso veiite vei ocita sat S08 saci S018 sore mon oi Fore ar) re Fie is aps tc ie [xsi ee Cd tng | Comoe Cubs Big? Conia nar Howe Beg? Conese mes Benita Sit Pre cnr Coen Tr Nan Butng vei ‘aes 221 Come ‘vand211 Cong ‘ae 10Caneie ine Genre Enters | cin Como (ya or Se Pendncraten unin Pase ‘sn Ue Psi a Pasa Sustais od ve Cin ap Maruti Farsi 6 Ue Cat 1 Fein (deo Fan US Uh ae 22 Fars BUG in ‘les 2211 Fearn BUG ls ‘Vie 10 ens 35 Ue Saeace Faria Foto Frese: ren ie 8 Fre Sat eat Fries cg 1 Fhe, 4 re 0 Freie 4 Fees tid ec 8 775 a Tee gS 5a Toh Ope 08513 ‘is Tok Oe 130993 ‘3 Task Deoe Tau 13 “Tah Dope ag 104 Tk One 05019 4 TadDeps 1350602 Be Tak Dope 27S p4 Be Tok Owe 2159018 ‘as Tea:Dege 0 2 Tekapo 00619 BM Tek Onee Ott 8a TehOnpe tifeot Bd TekOrwe eT fo Tas Gere 1000013 zoo rosie ‘soeie ta 15 Beet ahr ares Tracers owls ‘Wag hawt Bie ros) eee? rosa Osta Deon ‘t8pe019 ater reais 2dr dave 2300033 f sex for [o [esor ape [e a efor fea yes TE (© ospartBair Compe ‘© Copano 2 Crete (hist eB 2 Compe mds eed Sat te Wok 19 Pie Sart Cmelton Te 0 '# Poet Falco ‘sbi oateg Compe 4 Van 2221 Cogle ¢Ylen221 Comoe “evans 10a Lae Ger nig sen Cnt ayer oe Site fs Pend Eacavicn 1B ba Pe Sie ee Plage 1 Pes Sten ( Puddeacanamiighn rie Fas fm Marbut Fenton UG thi (Compe Bs Th? Fatt UG Ue nds Faratant UG Ue (Me 22a Feerdsene LUG Ue 1 Vige 2 Fodor £8 Use 1 Vlas Fiona UG Ui _ TEAM USAGE eM ceeslaatgt laa "ISSUES RISKS _ DOCUMENTS About Resources ‘ource is any quantifiable item in limited supply and of sufficient value to justify tracking and assigning to specific activities for a project, Resources include general or specialized labor, non-labor items such as equipment, and material items such as bricks. Resources perform roles, if defined. Resources are indirectly assigned to activities by first planning the role required. It is also possible to directly assign resources to activities. For example, Chris, a level 2 contractor with the confirmed skills and status, is directly assigned to activity 01. However, a technician level 4 role is assigned to activity 02. The project will proceed while management determines the best available resource to fulfill _ ASSIGNMENTS _ PLANNING ANALYSIS Administration Understanding Constraints and Relationships in Primavera P6 8.2 Constraints are applied to Activities when. relationships do not provide the required result and are often a result of External Dependencies. Typical applications of a constraint are to constrain an activity to a date for: Q The availability of a site to commence work. Q The supply of information by a client. Q The required finish date of a project. Constraints are often entered against Milestone activities to represent contract dates and may be directly related to contract items using Notebook Topics. Constraints are covered in detail in the Constraints chapter. Understanding Relationships There are four types of dependencies available in Primavera P6: O Finish-to-Start (FS) (also known as conventional) Cl Start-to-Start (SS) Q Start-to-Finish (SF) O) Finish-to-Finish (FF) Two other terms you must understand are: Predecessor, an activity that controls the start or finish of another immediate subsequent activity. Successor, an activity where the start or finish depends on the start or finish of another immediately preceding activity. The following pictures show how the dependencies appear graphically in the Bar Chart and Activity Network (also known as PERT, Network Diagram and Relationship Diagram Views): The FS (or conventional) dependency looks like this: ae ees [ato [ator ‘Successor Activity [Predecessor Acti [Successor Acti While the SS dependency is like this: Predecessor Activity [atoze fe a — Successor Activity Predecessor A The SF dependency looks like: Fa Predecessor Activty — [Afoao Ca Successor Activity Predecessor Acti The FF dependency would be: Soccer cy cero — (a KSeccessor Activity Predecessor Actin HOW TO ASSIGN CONSTRAINTS IN PRIMAVERA P6 When setting constraints sometimes the constraint time will not be set at the start or finish of the activity calendar but set at 00:00 or some other irrelevant time. Therefore when setting constraints you should always display the time by selecting Edit, User Preferences ...,Dates tab to ensure the constraint time is compatible with the activity calendar. Number of Constraints per Activity Two constraints are permitted against each activity. They are titled Primary and Secondary Constraint. After the Primary has been set, a Secondary may be set only when the combination is logical and therefore a reduced list of constraints is available from the Secondary Constraint list after the Primary has been set. Setting a Primary Constraint Using the Activity Details Form To assign a constraint using the Activity Details form: Q Select the activity requiring a constraint, QO Open the Status tab on the Activity Details form, Q Select the Primary Constraint type from the Date drop down list to the right of Primary: Constraints Primary Start On or After ¥| Secondary |< None > A f0a-Jan-12 08 ‘] Date Setting a Secondary Constraint Using the Activity Details Form To assign a constraint using the Activity Details form: the Date drop down list to Constraints Primary Start OnorAfter w} (03-Jan-12 08 Date Q Select the activity requiring a constraint, Q Open the Status tab on the Activity Details form, Q Select the Secondary Constraint type from he right of Secondary: Secondary —_| Finish On or Befor +] Date fisteniz16——— | Bridge Construction 1 Taeaniee Da Prdeccnor WAS Start OF Pract A Tt dhe Probie oa Ds w = D. rojas Manager MN = ecwssan(F) ‘Gash Checker OC) Were TWAT S TSE TER” TW TAN TT TET Tas i mags Bt Ri gf Specifications: Calendars Pre led dy fo pn Racer tah aie hop Sty ss aps io] A. Pind a ea ths ppc peice {© Pere tener gam in Ya coi ae rt ima nae tt fetes moe fe Sag ee ee (GCN ht Cae mm acting 1 yp a Pape ety ping dee 2 pie ek Cn the Coma” yagi Report Reauivernents Aer dag ag he Cl Tok Rap Ain Tinting Pgs ang rap pats es a th Fd We An Fd ‘hese: pj shel td eh he ces tht wh png Tp Lee Tn Introduction to Primavera P6 P6 Professional is a comprehensive, multi-project planning and control software, built on Oracle and Microsoft SQL Server relational databases for enterprise-wide project management scalability. P6 Professional can stand alone for project and resource management, and it enables your organization to store and manage its projects in a central location. The module supports work breakdown structures (WBS), organizational breakdown structures (OBS), user-defined fields and codes, critical-path-method (CPM) scheduling, and resource leveling. P6 Professional enables you to budget, prioritize, plan, administer, and manage multiple projects; optimize limited, shared resources; control changes; and consistently move projects to on-time and on- budget completion. | P6 Professional provides > An enterprise project structure (EPS), which enables project managers to manage multiple projects, from the highest levels of the organization to the individuals that perform specific project tasks. Multiple users can access the same projects concurrently. > Integrated risk management > Issue tracking > Management by threshold > A tracking feature that enables you to perform dynamic cross- project rollups of cost, schedule, and earned value > Work products and documents that can be assigned to activities and managed centrally. > Time scaled Logic Diagrams » Resource and role administration > A Report wizard that helps you create customized reports to extract any data from the P6 Professional database Working with Projects A project is a set of activities and associated information that | | constitutes a plan for creating a product or service. A project has a| start and finish date and consists of some er all of the following: | activities, resource assignments, a work breakdown structure (WBS), an organizational breakdown structure ( OBS), calendars, relationships, baselines, expenses, risks, issues, thresholds, and | ject-specific codes, reports, and work products and documents. Create a project Choose File, New. This launches the Create a New Project wizard. Select the EPS to which you want to add the new project. Type a project ID and a project name for the new project. Specify a project planned start date for the project and if necessary, a must finish by date, When you add a must finish by date, the calendar defaults to the date and time of the project's finish date. When the Finish is blank, the calendar defaults to the current system date and time. Select a responsible manager. The OBS element you select here appears at the top of the new project's OBS, Select the rate type you want the project to use by default for new resource and role assignments. Click Finish. You can configure the project properties by choosing Enterprise, Projects, and then display Project Details. Refer to the appropriate help topies for step-by-step instructions. Portfolios A portfolio consists of projects grouped together in some way that is meaningful to you. For example, one portfolio might contain projects that are the responsibility of a specific business unit, while another portfolio contains only projects budgeted for the next fiscal year. Use portfolios to limit the amount of data you display in the Open Project dialog box and Projects window. Only project data for the projects in the selected portfolio is loaded. Create a portfolio Choose Enterprise, Project Portfolios. Click Add. Type a name to identify the portfolio. Click the General tab and choose which users you want to have access to the portfolio. If you select Another User, click in the User field, then select a specific username, You can also type a description for the portfolio in the General tab. 5. Click the Projects tab and add projects to the portfolio. See Add projects to a portfolio. . Click Close. Ye Enterprise Project Structure overview Xu The Enterprise Project Structure (EPS) forms the hierarchical structure of your database of projects. Each EPS node can be subdivided into multiple levels to represent the work that needs to be done in your organization. The number of levels and their structure depend on the scope of your projects and how you want to summarize data, You can use the EPS to Perform top-down budgeting and resource and cost analysis. . Organize work breakdown and organizational breakdown structures into one common structure. Manage multiple projects from the highest levels of the organization to the individuals that perform specific project tasks. Implement coding standards for flexible reporting, . Maintain appropriate security throughout the enterprise Defining the Enterprise Project Structure u All projects in the enterprise exist within the EPS hierarchy, a graphical representation of your project structure. A root node is automatically created for the hierarchy during installation. The levels and structure of your company's EPS depends on the scope of your projects and how you want to summarize data. Before you begin defining your companys EPS, you should become familiar with the structures and procedures established for your enterprise, such as codes, calendars, and other company-wide standards. Once the EPS hierarchy is defined, you can begin to develop projects by adding information, activities, and resources. Set up the EPS structure When you create the enterprise project structure, you must identify an OBS element, or person responsible for each node and project within the EPS. For steps on defining the OBS. 1. Choose Enterprise, Enterprise Project Structure. 2. Click the EPS Name column where you want to add a new element. . Click Add. . Type an ID and name for the EPS node. In the Responsible Manager field, select an OBS element for the new element. If necessary, you can change the hierarchical position of the new element by clicking the arrow keys. . Click Close. . Choose Enterprise, Projects then specify project details such as dates, resource and budget information, and so on. Add a project to the EPS hierarchy | Once you set up the EPS structure, you can add an unlimited | number of projects as follows: 1) Choose Enterprise, Projects, then select the EPS node or root element to which you want to add a project 2) Click on the Edit Toolbar or choose Edit, Add. 3) Follow the instructions in the Create a New Project Wizard. To quickly add a new project using the default settings, click Finish on the Create a New Project Wizard. 4) Use the detail tabs across the bottom of the Project window to add details specific to this project. l Work Breakdown Structure A WBS is a hierarchy of work that must be accomplished to complete a project, which defines a product or service to be produced. The WBS is structured in levels of work detail, beginning with the deliverable itself, and is then separated into identifiable work elements. Each project has its own WBS hierarchy with the top level WBS element being equal to that of each EPS node or project. Each WBS element may contain more detailed WBS levels, activities, or both. When creating a project, the project manager typically develops the WBS first, assigns documents to each WBS element, and then defines activities for performing the element's work. In addition to document and activity assignments, each WBS element also has an assigned calendar, specific earned value calculation settings, and an assigned OBS element responsible for all work included in the WBS element. See OBS (organizational breakdown structure) WBS Remy avo00 atoIo atoz0 Ato) aio AtoED A10e0 AN070 Avoeo At03 Rey Tes ‘Stat Miestone: Task Deperdert Teak Dependent Forath Mapstone ‘Start Mieatone: Task Dependent WBS Sunimary Tesk Dependent Finn Miestone Level of Eton 05van-1508 Ban 1508 12Jan 1508 19dan1508 1Qan 508 ivan1508 Bor 1508 T2daw 15.08 Fame O5Jen15 16 ean 16 Tedan5 16 Dante | Zavt5 16 Bier LOE spanning multiple activities with relationships Wawt5 16, WBS spanning activities in one WBS ‘Start Milestone, Start Date and no Finish date Finish Milestone, Finish Data and no Start Date Using weighted milestones in the work breakdown structure | The module provides various ways to calculate performance percent | | complete. One method is to assign weighted milestones at the WBS | } level. For each WBS element, select the WBS Milestones Percent | Complete option on the Earned Value tab, then define as many milestones as you need and assign a level of significance or weight to each of them. As progress occurs and you mark each milestone | complete, P6 Professional calculates the WBS element's performance | percent complete based on the weight of the milestone, independent of its lower-level activities. | | WBS status types P6 Professional recognizes four status types for WBS elements: Planned, Active, Inactive, and What-If. Planned WBS elements Ifa WBS element's status is Planned, then the WBS is in the planning phase. Work has not yet begun. Active WBS Elements If a WBS element's status is Active, then the WBS is currently underway. Inactive WBS Elements If a WBS element's status is Inactive, then the WBS has ceased or is placed on hold. What-If WBS Elements If a WBS element's status is What -If, then the WBS is being analyzed before establishing a more permanent schedule. View the WBS * Choose Project, WBS. To view the WBS as a graphical chart, choose View, Show on Top, Chart View. To view the WBS as a table in column format, choose View, Show on Top, Table. To view the WBS as a table in a column format with a corresponding Bar Chart, choose View, Show on Top, Gantt Chart. Add a WBS element 1) Choose Project, WBS, 2) Select the WBS element to which you want to add a child WBS element, then click on the Edit toolbar or choose Edit, Add. The new WBS element is indented one level under the selected WBS element. You can change the position of the WBS element using the arrows on the Move toolbar. 3) Click the General tab, then type the element's code and name. Use the remaining fields on this tab as follows: Status - select the status for the selected WBS element. Responsible Manager — select the name of the selected WBS element's root OBS (organizational breakdown structure) element. Anticipated Dates — enter expected start and finish dates for the. WBS element. These dates are used during the project planning stage and are not affected by scheduling. These dates are used to set Start and Finish dates for the WBS during the project planning stage when activities are not added to the WBS. When activities are added, WBS Start and Finish dates are rolled up from. the earliest start and latest finish dates from the WBS activities. 4) To calculate the performance percent complete based on WBS weighted milestones, click the WBS Milestones tab. _ Assign WBS weighted milestones 1) Choose Project, WBS. 2) Select the WBS element to which you want to assign weighted milestones, then click the Earned Value tab. 3) In the Technique for Computing Performance Percent Complete area, choose WBS Milestones Percent Complete. 4) Click the WBS Milestones tab. 5) Click Add, then type a name of the task or portion of work signifying a milestone for the selected WBS element in the WBS Milestone column. 6) Click the corresponding field in the Weight column, then type a number indicating the significance of this milestone relative to the others listed. 7) Mark the checkbox in the Completed column when each milestone is complete. The WBS element's percent complete is calculated based on the weight of the completed milestone in relation to the remaining milestones. Determine a WBS element's status 1) Choose Project, WBS. 2) Select the WBS element whose status you want to view or change. 3) Click the General tab, then view the Status field in the lower left section of the tab. Choose from four status types for WBS elements: Planned, Active, Inactive, and What-If. | Change the work breakdown structure chart display Change the work breakdown structure table display Move around the WBS chart Copy and paste a work breakdown structure element Cut and paste a work breakdown structure element Define earned value settings for a specific work breakdown structure element Delete a work breakdown structure element Organizational breakdown structure (OBS) overview The organizational breakdown structure (OBS) is a global hierarchy that represents the managers responsible for the projects in your enterprise. The OBS usually reflects the management structure of your organization, from top-level personnel down through the various levels constituting your business. You can associate the responsible managers with their areas of the EPS (Enterprise Project Structure) either nodes or individual projects. When you associate a responsible manager with an EPS node, any projects you add to that branch of the EPS are assigned that manager element by default. The OBS hierarchy is also used to grant users specific access privileges to projects and the WBS (work breakdown structure) levels within projects. OBS You may want to create your OBS to match each EPS node and project set up in the EPS. You could initially match OBS names to the EPS node and project names. You could then assign users, by their login names, to the OBS elements to grant access to the corresponding EPS nodes or projects. The type of access granted to a user is determined by the project security profile assigned to the user. Security profiles are set up in the Security Profiles dialog box (choose Admin, Security Profiles) and then assigned to users in the Users dialog box (choose Admin, Users). Add an OBS element Choose Enterprise, OBS. A root OBS element is automatically assigned to the root EPS node so that a default OBS element can be assigned to each project you add to the EPS root. Click the OBS Name column label to display the OBS hierarchy. The outline symbol in the OBS Name column label indicates a hierarchy display. Select the OBS element immediately above and at the same hierarchy level as the element you want to add, then click Add. Click the General tab, type the OBS Name, then click Modify to type a description of the OBS element in an HTML editor. In the editor, you can format text, insert pictures and tables, copy and paste information from other document files (while retaining formatting), and add hyperlinks. Click the Users tab to view the users and corresponding security profiles associated with an OBS element. You can also assign users from this tab, if you have appropriate access rights. Click the Responsibility tab to quickly see where responsible managers (OBS elements) are assigned across the enterprise. Select the OBS name for whom you want to see assignments.

You might also like