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Presented by Don McNatty D. R. McNatty & Associates Earned Value Project Management ---A Tutorial--- PART II - Implementation with Primavera.

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Presentation on theme: "Presented by Don McNatty D. R. McNatty & Associates Earned Value Project Management ---A Tutorial--- PART II - Implementation with Primavera."— Presentation transcript:

1 presented by Don McNatty D. R. McNatty & Associates Earned Value Project Management ---A Tutorial--- PART II - Implementation with Primavera

2 Agenda Basis of EV and Performance Reporting in P3 and SureTrak Methods for capturing and storing data Methods for calculating and applying CPI and SPI Example Reports and how they are created

3 Basis of EV and Performance Reporting in P3 and SureTrak Stores current period and to-date P3 can calculate BCWP/BCWS on target 1 EV Pct is Input - basis and calculation come from out side P3 except for LOE ETC/EAC can be calculated with Global Change

4 Methods for capturing and storing data Hammocks to store non-schedule scope Custom data items to store past period data and report trends Target 2 (or 1) to capture performance baseline Must use a performance baseline when the Approved Baseline doesnt reflect scope. Code Fields to store alpa/numeric data

5 USING HAMMOCKS TO CAPTURE SUMMARY ACTUALS A100 A A A A100 A A A BUDGETACTUALEARNEDETCEAC TOTAL Pct Method Import Actuals Status Pct Status Pct, GC ETC Roll-up on Code Value Resource A BCD A A A B C C C D D D (B+D)

6 Methods for calculating and applying CPI/SPI Linked spreadsheets to document earned value calculations Set the autocost rules to preserve, not destroy Global Change to calculate and store CPI/SPI Global Change to calculate EAC and ETC based on performance Arithmetic window in custom reports

7 Example reports and how they are created Graphs based on P3 Reports P3 Standard Reports SureTrak Standard Reports P3 Custom Reports P3 Graphics SureTrak Graphics

8 Graphs based on P3 reports Bubble Reports Deliverables Performance Cost Status by Category Design Support Services Perfomance Performance Summary by Discipline Discipline Progress toward milestone

9 D0301 XXXXXXXXXXXXXXX STATION & TUNNELS D0321 BIG CITY STATION D0322 PEDESTRIAN STATION D0326 CITY ROAD/RESTORATION/LANDSCAPE D0352 N. XXXXXXXXXXX SITEWORK D1610 TRACKWORK INSTALLATION V620 AUTOMATIC TRAIN CONTROL (D.F.I.) V710 ESCALATORS/ELEVATORS D. R. McNatty & Associates PRIMAVERA PROJECT PLANNER SAMPLE PROJECT USING EARNED REPORT DATE 10AUG97 RUN NO XXXXXXXXXXXX TRANSPORTATION AUTHORITY START DATE 01JUN92 FIN DAT 15:26 RW-G1 BUBBLE CHART - PERF DATA DATE 31MAY97 PAGE NO ACTIVITY DESCRIPTION TOTAL PCT HOURS COST MHOUR COST TIME ID FLOAT COMPL CPI CPI PERF PERF LEFT C0301 D0301 XXXXXXXXXXXXXXXXXX STATION-TUNNELS % | GREEN | GREEN | RED | C0321 D0321 BIG CITY STATION 0 61 % | YELLOW | YELLOW | GREEN | C0322 D0322 PEDESTRIAN STA. 100 % | RED | RED | BLUE | C0326 D0326 CITY ROAD/RESTORATION/LANDSCAPE 0 0 % | | | GREEN | C0352 D0352 N. XXXXXXXXX SITEWORK 0 0 % | | | GREEN | C1610 D1610 TRACKWORK INSTALLATION 0 10 % | RED | RED | GREEN | Graphic report based on P3 Custom Report Data PAGE 1

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11 GRAPH DATA BASED ON P3 LAYOUT PAGE 3

12 Hours Hours by Function Performance/Utilization by Function Percent PAGE 4

13 Report: RW-C3 XXXXX XXXXXX SEGX - NORTH XXXXXXXXXX EXTENSION REPORT DATE 11AUG97 Project Name: NF75 DATA DATE 31MAY97 DESIGN SERVICES DURING CONSTRUCTION PAGE NO | LOG INS | SHOP DRWGS | RFI Etc. | CHANGE NOTICE | AS - BUILTS | TO TAL º CONTRACT | | | | | | º | Budget Actual | Budget Actual | Budget Actual | Budget Actual | Budget Actal | Budget Actual º ARCHITECTURAL CIVIL ELECTRICAL FACILITIES-GENERAL MECHANICAL SYSTEMWIDE INTERFACE STRUCTURAL TRACK WORK UTILITIES = ====== ====== = ====== ====== = ====== ====== = ====== ====== = ====== ====== = ====== ====== = P3 Custom Report

14 Performance Summary by Contract Unit Based on data from P3 report G3 Performance Summary by Contract Unit Based on data from P3 report G3 Percent Complete PAGE 6

15 D. R. McNatty & Associates PRIMAVERA PROJECT PLASAMPLE PROJECT USING EARNED VALUE REPORT DATE 10AUG97 RUN NO XXXXXXXXXXXXXXXXXXXXXXXXXXXXX AUTHORITY 01JUN92 FIN DATE 30JUN00 16:44 RW-G3 PERF SUMMARY BY CONTRACT DATA DATE 31MAY97 PAGE NO DESCRIPTION EARLY EARLY BUDGET SCHEDULED PLANNED EARNED EARNED HOURS PCT HRS HOURS AT HRS AT START FINISH HOURS HOURS HRS PCT HOURS HRS PCT & TO DATE TO DATE & COMPLETION CMP PCT FACILITIES D0301 POLLYWOOD/LOWLAND STATION-TUNNELS 01JAN93A 19JUL % % % % D0321 ORANGE CITY STATION 01SEP92A 31MAY % % % % D0326 ORANGE CITY ROAD/RESTORATION/LANDSCAPE 02JUN97 04JUN % % % % D0352 POLYLWOOD SITEWORK 13JAN95 05MAY % % % % D1610 TRACKWORK INSTALLATION 24JUN96A 30JUN % % % % V710 ESCALATORS/ELEVATORS 19MAY97A 03JAN % % % % V740 VENTILATION EQUIPMENT 03MAR97A 30DEC % % % % V000 ENGINEERING SUPPORT 01JUL92A 30JUN % % % % V000 FACILITIES DIVISION 01JUL94A 30JUN % % % % JUL92A 30JUN % % % % SYSTEMS B620 AUTOMATIC TRAIN CONTROL (D.F.I.) 05FEB96A 20JUN % % % % S000 SYSTEMS DIVISION 01JUL92A 30JUN % % % % JUL92A 30JUN % % % % PROJECT CONTROL P000 PROJECT CONTROL 01JUN92A 31DEC % % % % JUN92A 31DEC % % % % PROJECT ADMINISTRATION A000 PROJECT ADMINISTRATION 01JUL92A 30JUN % % % % JUL92A 30JUN % % % % SECTION DESIGNER D0301 POLLYWOOD/LOWWLAND STATION-TUNNELS 01FEB93A 14MAR94A % % % % D0321 ORANGE CITY STATION 01MAY94A 01DEC95A % % % % D0322 PEDESTRIAN IRVINE STA. 01SEP92A 28APR95A % % % % D0326 ORANGE CITY ROAD/RESTORATION/LANDSCAPE 02JUN97 27MAY % % % % SEP92A 27MAY % % % % ======== ======== ========== ========== ========== = ========== ========== = ========== ========== = ========== ========== = 01MAY92A 30JUN % % % % Performance Summary by Contract Unit (Report G3) PlannedEarnedActualAt Compl PAGE 7

16 Discipline Progress Toward In-Progress Design Submittal Each Discipline provided a target percent complete for their work at the 60% submittal - earned value is measured based on earning rules developed with the baseline The purpose of this report is to demonstrate to the client that all disciplines are ready for the submittal PAGE 8

17 P3 & SureTrak Standard Reports Earned Value Report - Resources Earned Value Report - Costs Earned Value Report - SureTrak

18 D. R. McNatty & Associates PRIMAVERA PROJECT PLANNER SAMPLE PROJECT USING EARNED VALUE REPORT DATE 10AUG97 RUN NO EARNED VALUE REPORT - QUANTITY START DATE 1JUN92 FIN DATE 30JUN00 20:24 RE-01 Resource Earned Value Report DATA DATE 31MAY97 PAGE NO COST PCT CUMULATIVE TO DATE VARIANCE AT COMPLETION ACCOUNT RESOURCE ACTIVITY ID CMP ACWP BCWP BCWS COST SCHEDULE BUDGET ESTIMATE A1F* - FACILITIES A1FFA KQ-ACTUALS A1FRI KQ-ACTUALS A1FSF KQ-ACTUALS A1FUT KQ-ACTUALS L A1FAR JH-7FBB L A1FAR JH-7FBC L A1FAR JH-7FBE L A1FAR JH-7FZZ L A1FAR JH-7HAB L A1FAR JP-6ADP L A1FAR JP-6AZZ L A1FEL JP-6ADP L A1FEL JP-6AZZ L A1FEL JP-7FBB L A1FEL JP-7FBC L A1FEL JP-7FBE L A1FEL JP-7FBE L A1FST JH-7FBB L A1FST JH-7FBC L A1FST JH-7FBE L A1FST JH-7FZZ L A1FST JH-7FZZ L A1FST JH-7HAB L A1FST JP-6ADP L A1FST JP-7FBC L A1FST JP-7FBE L A1FTR KA-6TDP A1F* TOTAL =================================================================================================================================== P3 Resource Earned Value Report PAGE 9

19 D. R. McNatty & Associates PRIMAVERA PROJECT PLANNER SAMPLE PROJECT USING EARNED VALUE REPORT DATE 10AUG97 RUN NO EARNED VALUE REPORT - COST START DATE 1JUN92 FIN DATE 30JUN00 21:00 CE-01 Cost Earned Value Report DATA DATE 31MAY97 PAGE NO COST PCT CUMULATIVE TO DATE VARIANCE AT COMPLETION ACCOUNT RESOURCE ACTIVITY ID CMP ACWP BCWP BCWS COST SCHEDULE BUDGET ESTIMATE A1F* - FACILITIES L A1FAR JH-7FBB L A1FAR JH-7FBC L A1FAR JH-7FBE L A1FAR JP-6ADP L A1FAR JP-6AZZ L A1FAR JP-6AZZ L A1FAR JP-6AZZ L A1FAR JP-7FBB L A1FAR JP-7FBC L A1FAR JP-7FBE L A1FFA KQ-C3AA L A1FFA KQ-C3AA L A1FFA KQ-C3AA L A1FRI KQ-6JAJ L A1FRI KQ-6JAJ L A1FRI KQ-6JAJ L A1FST JH-6CZZ L A1FST JH-7FBB L A1FST JH-7FBC L A1FST JP-6ADP L A1FST JP-7FBB L A1FST JP-7FBC L A1FST JP-7FBE L A1FUT JH-7FBE L A1FUT JP-7UAA L A1FUT JU-7UAA L A1FUT KA-7A7A L A1FUT KQ-CWACE A1F* TOTAL =================================================================================================================================== P3 Cost Earned Value Report PAGE 10

20 PAGE 11

21 P3 Custom Reports Resource Performance by Workpackage Cost/Schedule Performance Baseline and Change Orders Resource Performance Summary CPI Trend Report

22 D. R. McNatty & Associates PRIMAVERA PROJECT PLANNER SAMPLE PROJECT USING EARNED VALUE REPORT DATE 10AUG97 XXXXXXXXXXXXXX TRANSPORTATION AUTHORITY RW-G4 PERF SUMMARY BY Category PAGE NO DESCRIPTION EARLY EARLY BUDGET SCHEDULED PLANNED EARNED EARNED HOURS PCT HRS HOURS AT HRS AT START FINISH HOURS HOURS HRS PCT HOURS HRS PCT TO DATE TO DATE COMPLETION CMP PCT FACILITIES 01JUL92A 30JUN % % % % SYSTEMS 01JUL92A 30JUN % % % % PROJECT CONTROL 01JUN92A 31DEC % % % % PROJECT ADMINISTRATION 01JUL92A 30JUN % % % % SECTION DESIGNER 01SEP92A 27MAY % % % % ======== ======== ========== ========== ========== = ========== ========== = ========== ========== = ========== ========== = 01MAY92A 30JUN % % % % PLANNEDEARNEDACTUALS PAGE 12

23 PAGE 14

24 CPI/SPI TREND GRAPH PAGE 15

25 P3 & SureTrak Graphics Performance Layout - P3 Performance Layout - SureTrak Performance Curves - P3

26 Performance Layout - P x x Current Estimate Earned Value Planned PAGE 16

27 Performance Layout - SureTrak PAGE 17

28 Performance Curves - P3 PAGE 18

29 Summary Understand what Earned Value is and how you can apply it to your project Performance Measurement must be based on an accurate budget Use performance indices to provide perspective to your forecasts Define Earned Value at lowest budget level Measure and report performance at a level where responsibility can be recognized Communicate performance creatively


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