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071913 Rufran's Primavera Scheduling Tips & Tricks 05-13

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On Managing Schedule Baselines

On Managing Schedule Baselines

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  • 1. Primavera Scheduling Tips and Tricks 05-13 On Managing Schedule Baselines 2013 Rufran C. Frago, P. Eng., PMP®, CCEC, PMI-RMP® Revision 2: July 19, 2013
  • 2. 071913-Primavera Scheduling Tips & Tricks 05-13 (BL) Page 2 of 8 7/19/2013 Author: Rufran C. Frago, P. Eng., PMP, CCEC, PMI-RMP TABLE OF CONTENTS PAGES 1.0 SITUATION/PROBLEM...................................................................................................................3 2.0 RELATED TOOLS............................................................................................................................3 3.0 DEFINITION...................................................................................................................................3 4.0 PROBLEM ANALYSIS (PA) ..............................................................................................................3 5.0 EXPLANATION/SOLUTION.............................................................................................................4 6.0 REFERENCES..................................................................................................................................4 7.0 ADDITIONAL READING MATERIALS...............................................................................................5 8.0 FOOD FOR THOUGHT....................................................................................................................5 9.0 ILLUSTRATIONS.............................................................................................................................6 10.0 INDEX............................................................................................................................................8
  • 3. 071913-Primavera Scheduling Tips & Tricks 05-13 (BL) Page 3 of 8 7/19/2013 Author: Rufran C. Frago, P. Eng., PMP, CCEC, PMI-RMP 1.0 SITUATION/PROBLEM 1.1 Whenever Rodrigo (User) copy-paste an activity or group of activities, the copied activities carries with them the Project and Primary baseline dates information of the original activities. 1.2 He does not want the newly created activities to have this old information and would like to see the BL and BL1 field blank. 1.3 Rod tried several ways to remove this information from the newly created activities but to no avail. What must he do? 2.0 RELATED TOOLS 2.1 Project Management (Primavera 6.1 SP1, 6.2, 6.7 SP1, 6.7 SP2 and higher) 3.0 DEFINITION 3.1 The term “User” in this document is the person using the Primavera scheduling tool. He can be the planner, the scheduler, the Project Manager or anyone. 3.2 BL is the Project Baseline. 3.3 BL1 is the Primary Baseline. 3.4 BL2 is the Secondary Baseline 3.5 BL3 is the Tertiary Baseline 4.0 PROBLEM ANALYSIS (PA) 4.1 Whenever the User “copy-paste” an activity (or group of activities), the copied activity (activities) carries with them the active baseline date information. As such it becomes an integral attribute of the newly created activities. 4.2 The Project Baseline and the Primary Baseline automatically default to the <<current>> schedule unless the User assigns a different one. Therefore, there will always be a value in there which Rodrigo can show and use. 4.3 However way Rod does it, the schedule assigned to the Baseline Fields becomes the automatic attribute of the activities.
  • 4. 071913-Primavera Scheduling Tips & Tricks 05-13 (BL) Page 4 of 8 7/19/2013 Author: Rufran C. Frago, P. Eng., PMP, CCEC, PMI-RMP 4.4 That is why, when he copied any activity, the baseline date of that activity comes with it even if he did not want to. 4.5 The behavior however, was temporary and only for that particular session. 5.0 EXPLANATION/SOLUTION 5.1 Solution 1 5.1.1 Complete all “copy-paste” activities, disregarding the fact that you are seeing the unwanted BL and BL1 information being copied too. 5.1.2 Go to File Menu and click “Close All”. In brief, close the project. 5.1.3 Go back and re-open the project. All the unwanted Baseline dates should be gone. 5.2 Solution 2 5.2.1 Change the Project Baseline and the Primary Baseline to <<Current Project>>. See Section 9, Figure 1. 5.2.2 Change Secondary and Tertiary User Baseline to <<None>>. See Section 9, Figure 1. 5.2.3 Click the OK button to accept and start copying the activity (or activities) to create new ones. 5.2.4 Paste copied activities. See Section 9, Figure 2. 5.2.5 When done copying, re-instate the assigned baselines. See Section 9, Figure 2. 5.2.6 You have now successfully copied activities into the schedule without the baseline attributes. These activities will not show any date on the BL and BL1 columns. See Section 9, Figure 3. 5.2.7 The same technique should work when managing the secondary and tertiary baselines. 6.0 REFERENCES 6.1 Help, About Primavera, Project Management (Primavera), V6.1 SP1, V6.1 SP2, V6.7 SP1, V6.7 SP2 and higher.
  • 5. 071913-Primavera Scheduling Tips & Tricks 05-13 (BL) Page 5 of 8 7/19/2013 Author: Rufran C. Frago, P. Eng., PMP, CCEC, PMI-RMP 7.0 ADDITIONAL READING MATERIALS 7.1 Part 4: Updating and Managing the Schedule; Managing Baselines (page 281-290)- Primavera® P6™ Project Management Reference Manual, Version 6.2 8.0 FOOD FOR THOUGHT 8.1 The PEC software User should remember that when he performs a “copy-paste” of an activity (or group of activities), the copied activities carries with them their attributes and in this particular case, the active baseline date information; i.e. BL and BL1. Without performing the seemingly simple steps mentioned in Section 5, the new activities inherit the baseline dates. 8.2 For those who want to participate and at the same time fully understand the industries current best practices on managing control baselines and how it relates to Forecasting. I joined the discussion on the same subject in the AACEi forum on Recommended Practices PC- 33.
  • 6. 071913-Primavera Scheduling Tips & Tricks 05-13 (BL) Page 6 of 8 7/19/2013 Author: Rufran C. Frago, P. Eng., PMP, CCEC, PMI-RMP 9.0 ILLUSTRATIONS 9.1 Figure 1 9.2 Figure 2 New activity 4U2161 was created by copying 4U2160
  • 7. 071913-Primavera Scheduling Tips & Tricks 05-13 (BL) Page 7 of 8 7/19/2013 Author: Rufran C. Frago, P. Eng., PMP, CCEC, PMI-RMP 9.3 Figure 3 Note that the new activity did not carry the baseline dates of the original activity 4U2160
  • 8. 071913-Primavera Scheduling Tips & Tricks 05-13 (BL) Page 8 of 8 7/19/2013 Author: Rufran C. Frago, P. Eng., PMP, CCEC, PMI-RMP 10.0 INDEX “copy-paste” ....................................................................................................................... 3 “User”.................................................................................................................................. 3 ADDITIONAL READING MATERIALS...................................................................................... 5 automatic attribute............................................................................................................. 3 DEFINITION.......................................................................................................................... 3 FOOD FOR THOUGHT........................................................................................................... 5 ILLUSTRATIONS.................................................................................................................... 6 INDEX................................................................................................................................... 8 PROBLEM ANALYSIS............................................................................................................. 3 REFERENCES ........................................................................................................................ 4 re-instate the assigned baselines ....................................................................................... 4 RELATED TOOLS................................................................................................................... 3 SITUATION/PROBLEM.......................................................................................................... 3 SOLUTION............................................................................................................................ 4 Solution 1............................................................................................................................ 4 Solution 2............................................................................................................................ 4