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A workshop was conducted by CMCS team and Taisei Team for two days on 15th and
16th Dec. The topics covered were related to both P6 and Hard Dollar. Taisei Team
had compiled few topics to be covered by CMCS, which were covered by CMCS
team on Day 1. On Day 2 , Taisei had raised some issues faced by them related to
Hard Dollar and P6 , which were answered by CMCS.
The workshop was a success and involved the active Participation of Taisei Team.
15th December’10
Solution 1b:
Regarding earned value in P6, all we provide from HD is the Percent Complete if the
Job Tracking module is used. We can send to P6 HD’s percent complete as the
physical in P6
Solution:
The solution provided in Point 1a applies here also. But we need to
understand how other things also work.
A powerful and flexible project management tool that you can use to
control simple or complex projects
It helps you schedule and track all your cost items so you can stay on top
of their progress
RULE:
In order for a HD project to be scheduled in Primavera, the HD job code
cannot exceed the 20 character limit imposed by Primavera.
In Primavera, choose ADMIN > ADMIN PREFERENCES from the main menu.
Click on the ID LENGTHS tab located on the left side of the dialog.
Set the WBS CODE MAXIMUM CHARACTERS to 20.
Set the ACTIVITY ID MAXIMUM CHARACTERS to 20.
Solution:
Here we will explain the column headings in HD that relate to P6
Solution
If you want the superior level cost item (the cost item to which
subordinates are rolled up to) to use the longest number of scheduled days
from the subordinates as the duration, choose LONGEST SCHEDULED DAYS
AMONG ALL ROLLED UP COST ITEMS.
If you want the superior level cost item (the cost item to which
subordinates are rolled up to) to use the total scheduled days of all
subordinates as the duration, choose TOTAL SCHEDULED DAYS FOR ALL ROLLED
UP COST ITEMS.
When updating the Primavera WBS structure from HD , there are two
options:
1. Manage the Primavera WBS Structure in HD - If you want to manage the
WBS structure in the Primavera project in HD and have the WBS structure in
Primavera match the CBS structure in HD, then Primavera will be updated
with both SUPERIOR and TERMINAL cost items found in the HD CBS structure.
In this case, SUPERIOR cost items will map to Primavera as WBS elements and
TERMINAL cost items will map to Primavera as activities.
Are those cost items where cost details and duration (production) are defined.
When HD is updated from Primavera, durations for superior cost items are
calculated as the number of calendar days "spanned" by the superior itself. In the
case of terminal cost items, durations are taken directly from Primavera.
Any activities that you create directly in Primavera will not be deleted from your
Primavera project and will not be added to the estimate in HD when
synchronizing Primavera with HD.
Note: Since Primavera does not allow for duplicate resources, once a
resource from a HD job is updated in Primavera, if that same resource exists
in another HD job, it will not be updated, overwritten, or added when you
update Primavera resources from HD for a different job in which the same
resource exists.
When a cost item is scheduled, the tags assigned to these cost items can de
sent to Primavera where a user defined field is created for each tag.
When sending activities to Primavera, you have the option of sending the
tag assignments of the scheduled cost items to Primavera as well.
The UPDATE PRIMAVERA FROM HD option is used to update Primavera with the
Expense Costs for scheduled cost items and the Price per Unit for scheduled
resource employments. You can also update Primavera with the physical PERCENT
COMPLETE from HD. The data that will be updated in Primavera is based on the
settings defined on the Job Properties - Schedule form.
When using the Primavera integration with HD, when any of the Primavera
integration settings are modified on the Job Properties - Schedule form, new
resources are added that meet the integration settings that you defined, or data is
changed in Primavera that originated in HD and you want to revert it back to what is
in HD, you will be required to re-sync Primavera with HD to make sure the data in
Primavera reflects the settings and data in HD.
When Primavera is launched from within HD, the user will find three updating
options within the SCHEDULE menu. The RE-SYNC PRIMAVERA WITH HD button option
is used to update Primavera with the data in HD.
186
Earned Value Analysis (cont.)
186
Earned Value Analysis (cont.)
186
Earned Value Analysis (cont.)
Actual Cost
Actual Cost is the actual total cost incurred for the work
accomplished as of the data date.
Actual Cost = Actual Labor Cost + Actual Nonlabor Cost + Actual
Expense Cost + Actual Material Cost
Answers the question: How much did the completed work cost?
186
Earned Value Analysis (cont.)
187
Earned Value Analysis (cont.)
187
Earned Value Project Background
188
Calculating Planned Value Cost
Planned Value Cost is the cost of the work that should have been
accomplished as of the data date, if the project had proceeded
according to the baseline plan.
Planned Value Cost = Budget at Completion * Schedule % Complete
An alternative way to define Planned Value Cost: One day of work
should have been completed with a single resource at 8 h/d and
$100/h; therefore, 8hr x $100/h = $800.
189
Calculating Actual Cost
Actual Cost is the actual total cost incurred for the work
accomplished as of the data date.
Actual Cost = Actual Labor Cost + Actual Nonlabor Cost + Actual
Expense Cost + Actual Material Costs. (Even though no expenses or
nonlabor resources are assigned, you can view the Actual Total Cost
on the Summary tab.)
190
Calculating Earned Value Cost
191
Performance % Complete
192
Performance % Complete (cont.)
Weighted Milestones
WBS milestones can be used when higher-level task increments
comprise a body of activities and you want to control the activities at
the WBS level. When you assign weights to the WBS milestones, the
completion of each specific milestone is used to calculate the
performance percent complete of the WBS.
Weight of the milestone can be any number between 0 and 999999.
Performance percent complete is calculated based on the relative
weights of the completed milestones versus the incomplete
milestones.
193
Performance % Complete (cont.)
Weighted Milestones
The following option must be set to use weighted milestones:
Use when calculating earned value.
193
Performance % Complete (cont.)
194
Performance % Complete (cont.)
195
Performance % Complete (cont.)
196
Performance % Complete (cont.)
50/50
Use this technique to have a performance percent complete of 50%
assigned once the activity has been marked started, and 100%
complete when the activity is marked completed.
197
Performance % Complete (cont.)
Activity Percent Complete
Activity Percent Complete calculates Performance
Percent Complete from the activity's Percent Complete
type.
198
Conclusions Based on Earned Value
Once you have completed an updating cycle, you can
draw conclusions about schedule and cost performance by
comparing Planned Value Cost, Earned Value Cost, and
Actual Cost.
199
Conclusions Based on Earned Value
(cont.)
Schedule Performance
As of the data date, 30 hours of work have been
completed (Actual Labor Units), but only 25% of the activity
is done (Performance % Complete). The baseline indicates
that half of the work should have been done (Schedule %
Complete). This shows that the project is behind schedule.
199
Conclusions Based on Earned Value (cont.)
Cost Performance
As of the data date, the project has cost $3,000 (Actual Cost) to
achieve only $2,000 worth of work (Earned Value Cost). The baseline
indicates that $4,000 worth of work should have been accomplished
(Planned Value Cost). This shows that the resources on the project are
not working as efficiently as they should be. The project is running
over budget.
199
Cost, Schedule Performance Indices
200
Cost, Schedule Performance Indices (cont.)
200
Cost, Schedule Performance Indices (cont.)
201
Calculating Estimate to Complete
202
Calculating Estimate to Complete (cont.)
Estimate To Complete
ETC identifies how much money you are projecting to spend from
now to the end of your project. The ETC is calculated using one of two
formulas:
ETC = remaining cost for activity
ETC = Performance Factor * (Budget at Completion - Earned Value
Cost)
202
Calculating Estimate to Complete (cont.)
Performance Factor
The Performance Factor is used to compute Estimate To Complete
(ETC). There are four ways to calculate the Performance Factor:
Performance Factor = 1
Performance Factor = 1/CPI
Performance Factor = 1/ (CPI *SPI)
Performance Factor = _____
203
Calculating Estimate to Complete (cont.)
204
Calculating Estimate to Complete (cont.)
205
Calculating Estimate to Complete (cont.)
207
Calculating Estimate to Complete (cont.)
208
Calculating Estimate to Complete (cont.)
Key Points
Perform an earned value analysis to compare the budgeted
(planned) cost of work to the actual cost.
Calculate the Planned Value, Earned Value, and Actual Costs to
determine how much work should have been completed, how much
work was completed, and how much the completed work cost.
You can assign weights to WBS milestones, the completion of each
specific milestone is used to calculate the performance percent
complete of the WBS.
209
Day 2
16TH December’10
HARD DOLLAR QUESTION 1
Q1. When transferring data from HD to P6 why duration for some items/ activities is
coming 0 value?
Solution: In Hard Dollar, Schedule Plug days is selected for those items and there is
0 value.
Q2. After the Job is moved to P6 Why there is Unit / price value in the Activities, but
not there in the Resource’s Window?
Solution: As this change is done in the latest version of HD, it is not a much
experienced problem.
HD has been integrated with P6 in such a way that Price/unit goes to the Activities
level without affecting the Global Resource in P6. You can see the same in the
Resource assignment’s Widow also.
Once you change the value in the Resource window, it would change at the
Activities level also.
This issue can be raised to HD for further clarifications.
143
Multiple Float Paths
64
Multiple Float Paths (cont.)
64
Multiple Float Paths (cont.)
The two options in selecting how to calculate the float paths are Total Float
and Free Float:
After setting the multiple float paths options and scheduling, the Float Path
Order field is populated.
To view the float paths after you schedule the project, group activities in the
Activity Table by Float Path. A Float Path value of 1 indicates that those
activities are part of the most critical float path. The Float Path Order value
indicates the order in which the activities were processed.
65
Multiple Float Paths (cont.)
68
Multiple Float Paths (cont.)
69
Multiple Float Paths (cont.)
70
Updating Baseline
143
Updating a Project
During a project's life cycle, changes may impact the project plan. If you have
a baseline assigned to the project, you may want to update the baseline to
reflect these changes. For example, the owner of a project may request a
design change during the planning phase of the project. The baseline of the
project needs to be updated with this change.
134
Updating Baselines
Options available in the Update Baselines dialog box enable you to:
Select the project data you want to include in the update. You can include
project data, such as project details, work products and documents, project
risks, issues, and thresholds.
Select specific activities to update. You can select a filter that will only
include activities that satisfy the filter's criteria.
Add new activities to the baseline. You can add new activities and activity
data from the open project to the baseline. Past period actuals are not
added in the update.
Delete activities that are no longer in the project plan.
Update existing activities in the baseline.
136
Updating Baselines (cont.)
Record a log of errors and warnings that may occur during the update.
Choose to run the baseline update without logging any errors.
Update data items based on the data item's last update date, instead of
updating the data items based on the baseline's last update date.
The options set in the Update Baselines dialog box are saved for each user.
Only users with the proper security privileges can run the baseline update.
136
Updating Baselines (cont.)
137
Update Baseline Options
Additional update options are available for baselines in the Update Baselines
Options dialog box. Specific activity and resource fields can be selected to
update in the Update Baseline Options dialog box. The two areas of the Update
Options screen are updating activity data and updating resource assignment
data:
139
Claim Digger
143
Claim Digger Overview
Claim Digger is a utility that compares two project plans- a revised project
and a base project - and creates a report on the differences between the
project plans, including:
Items added
Items deleted
Changed values
Claim Digger is a separate application outside of Primavera. A database link
to Claim Digger must be established during the installation of the component.
144
Claim Digger Overview (cont.)
144
Claim Digger Overview (cont.)
144
Claim Digger Overview (cont.)
145
Configuring Projects, Output Options
146
Configuring Projects, Output Options (cont.)
147
Configuring Projects, Output Options
(cont.)
149
Tracking Layout
Tracking Layouts
274
Tracking Layouts (cont.)
274
Tracking Layouts (cont.)
274
Displaying Tracking Details
276
Displaying Tracking Details (cont.)
277
Creating a New Tracking Layout
278
Creating a New Tracking Layout (cont.)
279
Creating a New Tracking Layout (cont.)
280
Creating a New Tracking Layout (cont.)
281
Creating a New Tracking Layout (cont.)
282
Creating a New Tracking Layout (cont.)
283
Auto Compute Actual
Auto Compute Actuals
286
Auto Compute Actuals (cont.)
Business Rules
All activities that have correct flags set and fall within the status period, from
current data date to the new data date, are progressed automatically.
287
Business Rules for Auto Compute Actuals
Activity Resource Expense Result
No actuals calculated
287
Business Rules for Auto Compute Actuals (cont.)
287
Auto Compute Activity
288
Auto Compute Activity (cont.)
290
Auto Compute Resource
292
Auto Compute Expense
293
Auto Compute Expense (cont.)
293
Bucket Planning
Future Period Bucket Planning
8 8 8 8 8
80
Future Period Bucket Planning (cont.)
This type of distribution may be incorrect for some activities in your project.
Some activities may need work performed at varying levels of effort during the
duration of the activity.
To accurately reflect the work needed, you can manually add and edit the
planned work and remaining work for each time period - or "bucket" - over the
duration of the assignment. You can manually enter future period assignment
values per bucket for labor, non-labor, and material resource assignments, as
well as for role assignments.
Future Period Bucket Planning (cont.)
In the table below, the Budgeted Units for the same one-week activity
were manually entered for the buckets representing Day 3, Day 4, and
Day 5 so the activity would finish on time:
8 8 4 10 10
80
Future Period Bucket Planning (cont.)
81
Editing Future Period Buckets
Use the Resource Usage Spreadsheet in the Resource Assignments window or the
Activities window to manually enter period bucket values for a resource assignment. For
each resource assignment you want to manually plan, specify the Budgeted Units and/or
the Remaining (Early) Units for each assignment bucket over the duration of the activity.
If a resource curve has a resource distribution similar to the distribution you intend to
manually plan, you can assign the curve and edit its distribution for the activity. You can
edit the resource distribution even if a resource curve is already assigned to an activity.
82
Editing Future Period Buckets (cont.)
If a bucket is grayed-out in the Resource Usage Spreadsheet, you cannot enter time in
that bucket. (Refer to the online Help for reasons why future period spreadsheet cells are
grayed out and other helpful guidelines.)
In the following exercise, John Dawkins is assigned to work on a 5-day activity, and his
Budgeted Units are spread evenly throughout the duration of the activity. Due to a
schedule change, his hours need to be redistributed to work 10 hours each on Monday
and Wednesday, and 6 hours each on Tuesday and Thursday.
82
Editing Future Period Buckets (cont.)
84
Editing Future Period Buckets (cont.)
86
Leveling Resources
89
Leveling Overview
90
Leveling Overview (cont.)
308
Handling Resource Conflicts
309
Handling Resource Conflicts (cont.)
Leveling Rules
310
310
Leveling
Leveling determines the earliest possible dates that activities can be
scheduled without exceeding resource availability.
Starts with activities that do not have predecessors.
Leveled dates temporarily replace the Remaining Start/Finish dates and the
Start/Finish dates.
May delay the project finish date.
93
Leveling (cont.)
312
Leveling (cont.)
Leveling may change an activity's dates. The leveled dates may push
the resource assignment into a different Effective Date, which could
change the price/unit.
Primavera will recalculate the costs based on the new price/unit, which
is based on the Effective Date of the resource assignment and the new
leveled dates.
Level all resources
Mark to level all resources.
Clear and click Select Resources to specify the resources to be leveled.
Level resources only within activity Total Float
Mark to delay activities with resource conflicts up to their late finish
dates.
312
Leveling (cont.)
Leveling priorities - Use to handle scheduling conflicts that can occur during
leveling by specifying which project/activity is leveled first.
Log to file - Mark to create a log report of the leveling process.
312
Leveling (cont.)
Selecting Resources
The Level Resources dialog box enables you to level all resources or select
resources to level. Click Select Resources to:
Decide which resources to level within the project.
Displays the Max Units/Time that were defined in the Resources window.
95
Adding Leveling Priorities
If two activities are ready for leveling, Primavera chooses one using the
priorities you specify in the Leveling Priorities section. If you specify no
prioritization, Primavera sorts by Activity ID. The default leveling priority is
Activity Leveling Priority.
96
Adding Leveling Priorities (cont.)
96
Leveling Priorities
Priority Ascending Descending
96
Leveling Priorities (cont.)
Priority Ascending Descending
96
Leveling (cont.)
96
Analyzing the Leveled Project
After leveling, use the Resource Usage Profile to analyze resource allocation
and verify that no resources are overallocated.
Compare the current Early Start/Early Finish dates to the Leveled
Remaining Early Start/Early Finish dates.
The Remaining Start/Remaining Finish are the earliest dates the activity can
occur based on the current resource's availability.
98
Analyzing the Leveled Project (cont.)
99
Storing Period Performance
109
Past Period Actuals
The Store Period Performance feature enables you to track Actual Units and
Actual Costs by period, typically after the schedule is updated. You can record
actuals for the selected financial period, along with earned value and planned
value data.
You can also use the feature to track previous periods' performance for trend
analysis. If past period data changes after you store period performance, you
can edit the data in the Financial Period columns in the Activity Table,
Resource Assignments window, and the Resources tab in Activity Details.
110
Past Period Actuals (cont.)
For example, when you increase the Actual This Period data, Primavera
increases the Actual to Date value by the same amount. At the end of each
financial period, click Store Period Performance in the Tools menu to store the
actuals and reset the Actual This Period values of all activities and
assignments to zero. Resetting the Actual This Period values does not affect
Actual to Date values; rather, it prepares you to begin tracking new use for the
current period.
You can schedule your project weekly, monthly, or even quarterly. To track
actual costs and progress, update your schedule at the times established in
the Financial Periods dictionary. The next step is to store period performance
at the end of the update period and before the start of the next schedule
update.
110
Past Period Actuals (cont.)
The example below displays the Actual This Period value and
the financial period value (2010-01-01) before actual values
are stored.
100 100 0
110
Past Period Actuals (cont.)
100 0 100
110
Past Period Actuals (cont.)
110
Past Period Actuals (cont.)
112
Past Period Actuals (cont.)
113
Storing Past Period Information
You can store past period actual data that has been calculated. Actual data is
stored in the financial periods.
Use the Store Period Performance dialog box to store past period actuals for
a project. Unmark the checkbox for each project for which you do not want to
store period performance.
114
Storing Past Period Information (cont.)
116
Storing Past Period Information (cont.)
116