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4/16/2012 1 Scheduling: Minimizing the input while maximizing the output Chris Ackerman, PMI-SP Rick Fox, PMP SSOE Group SSOE Group

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4/16/2012

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Scheduling: Minimizing the input while maximizing the output

Chris Ackerman, PMI-SP Rick Fox, PMPSSOE Group SSOE Group

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Did you miss the mark?• Is your schedule more than

just wallpaper?• Is your schedule usable at all

stakeholder levels?• Is your schedule easy to

maintain?• Are your schedule reports

meaningful?

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• Utilization of Multiple Projects

• Benefits of Activity Steps

• High Level Resource Planning

• Primavera Reporting

Presentation Topics / Takeaways

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• Allows for simultaneous updating by multiple users

• Allows project stakeholders (Responsible Resources) the ability to focus on relevant information

• Ease of baseline maintenance

Utilization of Multiple Projects

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• All information within the update window is required before the update can be made

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• Allows for simultaneous updates by multiple users

• Each project can be updated independently

• Each project can be baselined independently

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• Allows for efficiency in re-baselining• Keeps detailed history of project baselines• Projects tracked against current approved scope

Maintain Baseline Assign Baseline

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• Keeping the detail while minimizing activities• Less logic to manage• Allows greater flexibility in activity sequencing• Streamline schedule creation through the use

of templates• Use steps to create checklist reports

Benefits of Activity Steps

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Creation and storage of step templates for future use allows schedules to be created in minutes / hours rather than days.

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Allows end users the ability to view and update project status without having access to the software

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High Level Resource Planning• Use discipline level resources with average

billing rates• Resource assignment on WBS

Summary/LOE activity types• Resource leveling through the use of curves

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High Level Resource (i.e. Job Classification or Department)• Assigning and updating is more user friendly

• Less time consuming• Easier to manage

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High level resources assigned to WBS Summary activity

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Curves are customizable into 21 segments

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Named Resource: Tracking 12 Resources

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Project Level Resource: Tracking 350 Resources

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• Use of layouts to create reports• Custom filters on activity codes, user defined

fields, existing fields• Custom formatting for enhanced output

Primavera Reporting Output Solutions

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Request for a one page milestone report from a typical engineering schedule at SSOE.

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• Filter activity table to show required information (WBS Summary activities with Est. Weight = 2).

• Select Tools > Report Wizard from the menu bar.

• Select Use Current Screen in the Report Wizard.

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Report created from layout with incorporation of UDF’s for spreadsheet appearance, filtered to extract requested information, and custom formatting to enhance presentation.

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Another example of custom filtering and formatting to enhance report output and appearance.

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• Gained efficiency by minimizing schedule input• Gained knowledge and visibility by maximizing

schedule output• Enhanced communication by bridging the gap

between production and management

ConclusionThe methods mentioned above help to achieve the following:

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Scheduling: Minimizing the input while maximizing the output

Chris Ackerman, PMI-SP Rick Fox, PMPSSOE Group SSOE Group419.255.3830 x1758 419.255.3830 [email protected] [email protected]

Questions?