LESSONS LEARNED: SCHEDULE DEVELOPMENT USING PRIMAVERA P6TM
ESTIMATE DURATIONS STEP 4
By: Charlie Jackson (Hill International) & Hannah E. Schumacher (Kitchell Contractors) Abstract: Many Contract Documents are now requiring the use of the latest version of Primavera software (P6) due to its enterprise capabilities and its use of latest technologies including the capabilities to interact other software applications; therefore it is important for the Scheduler to understand how to use this software most efficiently in their battle to complete their projects in a timely manner.
Primaveras latest release of P6 contains many features that can assist in
developing schedules quickly and efficiently. However, a new or in-experienced user would be overwhelmed in the struggle to prepare the schedule using P6 and these advanced features without proper training or Basic Training. This paper will focus on the authors experiences and their lessons learned regarding the effective use of P6 in the schedule development process as they apply to the TCM Planning and Scheduling development processes (TCM 7.2). AACE Internationals Total Cost Framework (TCM 7.2) outlines the twelve (12) steps for Schedule Planning and Development as follows: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12.
Plan for Schedule Planning and Development
Identify Activities Develop Activity Logic Estimate Durations Establish Schedule Requirements Allocate Resources Optimize Schedule Establish Schedule Control Basis Review and Validate Schedule Document and Communicate Schedule Submit Schedule Deliverables, and Develop and Maintain Methods and Tools. [1]
Estimate Durations The next step in the process is to assign durations to each activity. Estimating activity durations is the process of approximating the number of work periods needed to complete individual activities with estimated resources. [2]. The duration of planned activities is estimated to calculate the estimated start and finish dates based on the defined scope of work, estimates of required resources and their availability, and the expected performance (or consumption) rate of those resources [1].
Work Periods and Calendars
When using P6, the user must be aware that the software is always scheduling / calculating in minutes. The user may select how P6 displays activity duration (Edit menu, User Preferences option, Time Units 1
LESSONS LEARNED: SCHEDULE DEVELOPMENT USING PRIMAVERA P6TM
tab). Typically duration is displayed in days. However, based on the project plan a day might be 8 hours or 10 hours. In order to define individual durations, work periods will need to be established. Every project plan revolves around a standard work week or time-period per month and per year. Activity detail must be defined by hours, days, weeks, etc. as work is broken down into measurable units and scope. Primavera uses Calendars to define standard periods of work and nonwork (Enterprise (800)-511-1888 menu, Calendars option). The standard workweek is defined by establishing INFO@HILLPCI.COM TWITTER: @HILLPCIGROUP calendars to measure work and to calculate exceptions to the standard workweek for the project and for individual activities. Specific calendars are then assigned to an activity as a base calendar (Activity Details, General tab) or to a resource (Resource Details, Details tab). Dependent on the activity type, the activitys duration will be measured based on its base calendar (a Task Dependent activity type) or on its assigned resources (Resource Dependent activity type). In P6 there are three types of calendars: Global, Resource, and Project. P6 uses calendars to define standards globally (available to all activities in database), resource (used by resources to schedule activities), and project (specific to activities within the active project). Global calendars set the standards for creating other global calendars as well as for creating resource and project calendars. The default global calendar is assigned to all new projects. Global calendars can be assigned to activities across all projects within the database. The scheduler using P6 must be aware of the implications of using global calendars instead of project calendars. Any change to a global calendar, such as adding a nonwork day, will affect all activities in the database assigned to that calendar. The project may begin on a standard workweek (i.e. 5 work days and 2 nonwork days). Most likely not all work days will have production due to seasonal issues or holidays. These days or dates will need to be modified to Nonwork to correctly define production days. There may be reason to create a seven-day workweek to measure or account for 365 days of time in order to measure total time durations. There may also be reason to create additional working calendars to measure optional workweek standards (i.e. 6 work days and 1 nonwork day due to needs for accelerating production). Certain contracts may require calendars to define weather and/or environmental conditions. Refer to the contract for both calendar setup requirements and specific periods of work and nonwork. To create a new calendar, select the type of calendar to be created (unless managing a program of projects, consider using a Project type of calendar). All calendars are created by copying an existing global calendar. Specify the global calendar to be created and name the newly created calendar. When creating a project specific type of calendar consider naming the calendar with a project identifier. This will assist in reporting calendar information across the enterprise. After the calendar is created, it will
LESSONS LEARNED: SCHEDULE DEVELOPMENT USING PRIMAVERA P6TM
inherit all holidays and exceptions from its originating global calendar. If the global calendar is changed in future (i.e. workweek is changed or nonwork periods modified), the effect will carry over into all linked calendars. To remove this link (i.e. the calendar is stand-alone), use the pull-down in the lower left corner of the calendar window (Inherit holidays and exceptions from the Global Calendar) and specify <None>. Because P6 calculates to the minute; review the detailed work hours/day to (800)-511-1888 verify that the day start/finish times are consistent for each work period as INFO@HILLPCI.COM well as with other calendars used in the project and enterprise. TWITTER: @HILLPCIGROUP Inconsistencies can cause unusual start/finish times in the schedule as well as unwanted overlapping of days between activities. When modifying existing calendars (i.e. 5 day to 6 day), verify detailed work hours/day for each day of the workweek to remove any inconsistencies. It is recommended that the Global calendars be correctly defined initially to avoid these inconsistencies from the start. After calendars are established they are then assigned to individual activities. Each activity will have an assigned calendar (Activity Details, General tab). The user should be aware that the use of multiple calendars within one project, although common, can impact float calculations for the project (i.e. 7 days in a 7 Day Calendar or 7 days in a 5 Day Calendar).
Workday definition After calendars are assigned to their respective activities, durations for each activity will reflect not only the workweek per activity but any nonwork time associated to the activitys calendar. The user must be aware of the work day definition (i.e. 8 hour workday or 10 hour workday, etc.). In P6 (prior to version 7) the work day was defined at the admin or user level with only one selection available therefore causing issues when multiple calendars were used. In P6 version 7 (Admin menu, Admin Preferences, Time Periods), the workday can be defined at the calendar level. The System Administrator can define either global hours per time period (day, month, etc.) or set the hours per time period at the calendar level. The user can modify how durations (i.e. hours, days, etc.) are displayed across the users projects under the Edit menu, User preferences option, Time Units tab. It is important for the scheduler to understand the different duration types in P6 and the relationship between the duration of the activity and the cost and/or resources assigned to the activity. The scheduler must choose the correct duration type for each activity in the schedule for the schedule model to accurately reflect the project plan. NOTE: Part 5 Establish Schedule Requirements to be posted next week. Subscribe to our blog if you dont want to miss it or follow us on Twitter @HillPCIGroup. If you have questions regarding this series or the products and the services we offer, please feel free to email us at info@hillpci.com or call us at (800) 511-1888.
REFERENCES: 1.
AACE International Chapter 7.2. Schedule Planning and Development. Total Cost Management Framework A Process for Applying the Skills and Knowledge of Cost Engineering, First Edition. Pages(s) 129-138. AACE International, Morgantown, WV 2006
LESSONS LEARNED: SCHEDULE DEVELOPMENT USING PRIMAVERA P6TM
2.
Project Management Institute. Chapter 6: Project Time Management. A
Guide to the Project Management Body of Knowledge (PMBOK ), Fourth Edition. Page(s) 129-164. Project Management Institute, Newton Square, PA. 2008.
3.
AACE International, Recommended Practice No 23R-02 Identification of
AACE International, Recommended Practice No 24R-03 Developing Activity
Logic. AACE International, Morgantown, WV. 2004.
5.
Winter, Ronald M., PSP and F. Burak Evrenosoglu, CCE PSP. PS.15, Much Ado About Dates Understanding P6 Date Information. 2009 AACE International Transactions. AACE International, Morgantown, WV. 2009.
REPRINTED WITH THE PERMISSION OF THE AUTHORS AND AACE INTERNATIONAL, ENTITY OF FIRST PUBLICATION, 1265 SUNCREST TOWNE CENTRE DR., MORGANTOWN, WV 25605-1876 USA. PHONE 800-858-COST/304-296-8444. FAX: 304-291-5728. INTERNET: HTTP://WWW.AACEI.ORG E-MAIL: INFO@AACEI.ORG COPYRIGHT 2010; ALL RIGHTS RESERVED.
How Does Primavera P6 Calculate Planned Value Cost For Activities Without Linear Distribution (Using Resource Curves or Manual Plan) in Earned Value Management - Do Duy Khuong Blog
How Does Primavera P6 Calculate Planned Value Cost For Activities Without Linear Distribution (Using Resource Curves or Manual Plan) in Earned Value Management - Do Duy Khuong Blog
