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Primavera Advanced Presentation

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Erwin Obenza
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30 views19 pages

Primavera Advanced Presentation

Uploaded by

Erwin Obenza
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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PRIMAVERA (ADVANCED)

PROJECT MANAGEMENT

YVES DAN C. YANTO


09463648170
[email protected]
DAY 1
• Expenses
• Level of Effort
• Filters
• Gantt Chat Details
DAY 2
• Portfolios
• Assigning Codes
• User Defined Fields
• Global Change
DAY 3
• Advance Scheduling
• Earned Value Analysis
• Percent Complete
• Estimate to Complete
EXPORTING & IMPORTING DATA

• EXPORT WIZARD
- enables to choose the format and data you want to export. You can export
information, such as activities, resource data, projects, and expenses.

• IMPORT WIZARD
- guides you through the steps for importing projects. The project you
want to import data into must be open.
❑ Import Action — To prevent data from being overwritten, select one of the following
options:
• Update Existing Project - the existing project in the database will be updated by the
project being imported. This option is available only when the project is
open.
• Create New Project - creates a new project from the project being imported.
• Replace Existing Project - the existing project is deleted and replaced by the project
being imported. This option is available only when the project is open.
• Ignore this Project - the project is not imported.
• Add into Existing Project - this option is available only when the project is open.
TRANSFERRING DATA BETWEEN EXCEL & PRIMAVERA
When you export data to an XLS file, each subject area is exported to a
separate worksheet within the XLS file. Each subject area has the following sheet
name:
❑ Activities — TASK
❑ Activity Relationships — TASKPRED
❑ Expenses — PROJCOST
❑ Resources — RSRC
❑ Resource Assignments — TASKRSRC
The first two rows in each worksheet consist of the following data:
❑ First row — Column headers identify the database field name that was
exported. To import data successfully, do not change the values in
these cells.
❑ Second row — Primavera field names that correspond to each database
field name. These cells are editable.
PORTFOLIO

-You can use portfolios to organize projects. Portfolios are


a group of projects that have something in common. Use
portfolios to limit the number of projects displayed in the Open
Project dialog box.
CODES IN PRIMAVERA
- A user-defined attributes that is shared b a group of projects, activities or
resources. Enables you to group, filter, sort and report on large amounts of
information.

• Project Codes
- Classify and categorize projects according to your organizational needs.

• Resource Codes
- Classify and categorize resource according to your organizational needs.

• Activity Codes (Global, EPS, Project)


- Provides way to organize activities.
USER DEFINED FIELDS
• USER DEFINED FIELDS
- Enable you to add your own custom fields to the project

• Data Types – kinds of data that can be entered in the user-defined fields.
- Start Date – Dates and times.
- End Date – Dates and times.
- Integer – Numeric (except currency); no decimals
- Number – Numeric; with decimals
- Text – Text or combinations of text and numbers
- Cost – Currency Values
- Indicator – Color – coded Icons
GLOBAL CHANGE

- Powerful feature that can change data for a project in a single process.
- Replace existing data with new data, populating user-defined fields.

*Global change specifications rely on “IF, THEN, and ELSE LOGIC”


 “IF” Statements – optional, compare two values to determine whether
to make change.

 “Then” Statements – change data when the “IF” statement is true.


- when no “IF” statement is define, the “Then” statement is
applied o all activities in the current filter.

 “Else” statement – change data when the “If” statement is false.


ADVANCED SCHEDULING

 Multiple float paths

- Can choose to calculate a specific number of critical float paths


based on total float.
- Displaying activities from most critical activities to least critical.

 Sheduling Progress Activities

 Retained Logic - The remaining duration of a progressed activity is not


calculated until all predecessors are complete
 Progress override - Network logic ignored and the activity can progress
without delay.
CALCULATING % COMPLETE

Percent Complete Types


The Activity Percent Complete is used to identify the amount of work completed
on an activity.

The user controls the calculation of Activity Percent Complete by assigning one of the
three percent complete types to the activity: Duration Percent Complete, Units Percent
Complete, or Physical Percent Complete.

❑ Duration % Complete
• Use if you record progress based on the number of work days remaining
• Activity is duration driven.
• Calculated as: [(Original Duration - Remaining Dur)/Original Dur] * 100
❑ Units % Complete
• Use if you record progress based on actual work effort accomplished and
remaining work effort needed to complete
• Activity is work-effort driven.
• Calculated as: (Actual Units/At Completion Units) * 100

❑ Physical % Complete
• Use if you record progress based on personal judgment.
• Activity is work-product driven.
• Manually entered, no calculation.
EARNED VALUE MANAGEMENT
- Is a methodology that combines scope, schedule, and resource measurements
to access project performance and progress.
- Commonly used method of performance measurements for projects.
EARNED VALUE ANALYSIS
• PLANNED VALUE (PV) PV = BAC x SCHEDULE % COMPLETE

- The authorized budget for a planned piece work.


- Sometimes called Budgeted Cost of Work Schedule (BCWS)
- How much work should be done?
• EARNED VALUE (EV) EV = BAC x PERFORMANCE % COMPLETE

- The authorized budget for work actually completed.


- Sometimes called Budgeted Cost of Work Performed (BCWP)
- How much work is done?
• ACTUAL COST (AC)
- The cost actually incurred in completing the work actually
achieved.
- The work as measured by the Earned Value (EV)
- Sometimes called Actual Cost of Work Performed (ACWP)
- How much did the completed work cost?
CALCULATING VARIANCE & INDEX VALUES
USING PV, EV, AND AC
• SCHEDULE VARIANCE (SV)

SV = EV – PV
• COST VARIANCE (CV)

CV = EV – AC

• SCHEDULE PERFORMANCE INDEX

SPI = EV / PV
• COST PERFORMANCE INDEX

CPI = EV / AC
FORECASTING / LOOKING AHEAD

• ESTIMATE AT COMPLETION (EAC)


-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 • Calculated as Remaining Units * Resource
Price/Units
• Default setting for calculating ETC
❑ ETC = Performance Factor * (Budget at Completion - Earned Value Cost)
• Where Performance Factor is calculated depending on the technique selected for
the WBS.

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