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Lean planning with Oracle Primavera Cloud
- 1. Oracle Primavera Cloud Lean Scheduling Nihat YILDIRIM nihat@prmyazilim.com
- 2. Agenda Industry Challenges Our Solution Solution Presentation Value & Benefits Q&A 1 2 3 4 2 5
- 3. Problem • Ten times the number of activities today compared to 25 years ago • Correctly managing the additional activities and relationships requires technical expertise, discipline, and time • Commercial construction can not afford full-time project schedulers • Resequencing activities is tedious, laborious, and costly • Never intended to micro-manage a project • Intended to manage the big picture Critical Path Method Schedules… 3
- 4. Impact • Large schedules do not effectively communicate the plan • Incorrectly managing schedule can be risky from a legal perspective • Construction productivity has decreased • Projects taking longer Critical Path Method Schedules… 4
- 5. Coordination Engineering & Construction projects are continually challenged with coordination complexities. How to assemble Owners, Contractors, Subcontractors, Suppliers and Specialty Service Firms around shared knowledge and common goals to create an environment of mutual benefit. Commitment 5 Community Top challenges
- 6. Coordination Engineering & Construction projects are continually challenged with coordination complexities. How to assemble Owners, Contractors, Subcontractors, Suppliers and Specialty Service Firms around shared knowledge and common goals to create an environment of mutual benefit. Commitment Scheduling discipline has always worked to reflect the closest image of reality it could, with logical ties between activities. Yet even the best well laid plans can fail to capture the commitments that must be made between field disciplines at the physical workface. 6 Community Top challenges
- 7. Coordination Engineering & Construction projects are continually challenged with coordination complexities. How to assemble Owners, Contractors, Subcontractors, Suppliers and Specialty Service Firms around shared knowledge and common goals to create an environment of mutual benefit. Commitment Scheduling discipline has always worked to reflect the closest image of reality it could, with logical ties between activities. Yet even the best well laid plans can fail to capture the commitments that must be made between field disciplines at the physical workface. 7 Community Engineering & Construction projects will always have multiple stakeholders and this makes the industry historically litigious to operate in. Building a sense of community around what is to be built can be difficult given the agendas, legal ramifications and potential monetary losses that accompany project failure. Top challenges
- 8. İş programı detay seviyeleri Özet Detay Yöneticiler Saha
- 9. İş programı detay seviyeleri Level-1 (Mastır program) projenin süresini ve çıktılarını kabaca gösteren detay seviyesi en az özet iş programıdır. İhale, yatırım onayı vb amaçlar için kullanılır. Feasibility, design, procurement, construction, installation, commissioning gibi seviyeleri içerir. Level-2 (Özet program)her iş paketinin teslimatını net olarak gösterir ve Level-1 programa göre daha detaylıdır ancak özet iş program sayılır. Sözleşme öncesi veya hemen sonrası hazırlanır. Level-3 (Detay program)koordinasyon iş programıdır ve Level-2 programın detaylandırılması ile ortaya çıkar. Kritik yol analizinin uygulanmasına elverişli bir detayı içermelidir ve disiplinlerin/iş paketlerinin arayüzünü/etkileşimlerini göstermelidir. Yapım öncesi hazırlanır ve sunulur. Level-4 (Yapım programı) çok detaylı, kaynak ve ekiplere atanabilecek aktivitelerden oluşur ve ilerleme takibinin bazını oluşturur. Sorgulanabilir adam-saat veya ağırlık girilen aktivitelerden oluşur ve verim konusunda fikir verir. İlerlemeler sonrası kısa vadeli look-ahead raporlamalar yapmaya elverişlidir. Level-5 (Kısa vadeli program) saha sorumlularının ve formenlerin işlerini takip etmek için hazırladıkları 1-2 haftalık geçici programlardır.
- 10. Agenda Industry Challenges Our Solution Solution Presentation Value & Benefits Q&A 1 2 3 4 10 5
- 11. Our Solution • Schedule Module – Manage the big picture, CPM schedule network – Use Activities for rigid, physically dependent sequences – Reduce activities, relationships, and effort to correctly maintain them • Lean Module (Work Plan & Task List) – Manage the short interval, weekly work plan – Use Tasks for coordinated, flexible sequences – Engage the project team in defining & sequencing Tasks to support Activities – Utilize Lean Construction Institute methodologies (PPC, Reasons, Pull-Planning) Oracle Primavera Cloud Schedule, Work Plan & Tasks
- 12. • Non-profit founded in 1997 • Intention is to find a better way to schedule • Vision to increase satisfaction with design & construction delivery • Includes local communities in different countries 12 Lean Construction Institute
- 13. 13 How it is done now?
- 15. Confidential – Oracle Digital Planning Board Touch Screen Enabled!
- 16. Integrated CPM & Lean Scheduling Process 16 Define Phases with WBS Monitor Performance LastPlanners® breakdown Activities into smaller Tasks Define Activities, Durations, Relationships LastPlanners® Commit to Due Dates, Complete Tasks
- 17. Lean Scheduling Concepts • Planning Period: In lean scheduling, a meeting facilitator leads a group of project collaborators (superintendents, subcontractors, tradespeople, and other stakeholders) from various companies in adding tasks to a planning board. These meetings may occur daily or weekly and are focused on the work to be performed over a short-term period, typically the current week and the following week. • Tasks:Tasks are identified during planning as the physical work to be performed by the tradespeople on the project. Each task has a name, duration, and associated company responsible for performing the work on the task. There are two task types: Task and Task Milestone. 17
- 18. Lean Scheduling Concepts • Commitments:Commitments are optional submitted agreements to assume responsibility for the work to be performed on a public task. The assigned company and user commit to perform the work by a specific date. If the commitment due date is not met, then the task is overdue. • Hand-offs:A hand-off is a connection between two tasks that indicates the sequence in which the task work should be performed. Work is "handed off" to the next task to be performed after its preceding task has been completed. 18
- 19. Lean Scheduling Concepts • Push Planning: In traditional or push planning, work is planned in sequence from the start of a project or task milestone. Planners "push" work through the sequence according to an established schedule. • Pull Planning: In pull planning, the sequence of work is determined by responsible parties planning backward from a task milestone or goal. Performers request or "pull" work from their dependencies based on demand for subsequent work to begin and after all prerequisite tasks have been completed. 19
- 20. Work Breakdown Structure Create the “Big Picture” schedule by organizing project into manageable phases using the WBS (Work Breakdown Structure) Easily model the project schedule. The WBS defines project phases and creates a framework that effectively represents the overall plan. Simple to Create Leverage Templates Indent/Outdent Cut/Copy/Paste Grid or Gantt 20
- 21. Activities, Durations, Relationships Create logical relationships between Activities in the CPM network Traditional CPM scheduling defines activities, durations and relationships. This determines the critical path, project duration, and project completion date. Add Activities Define Durations Sequence Activities using Relationships Connect Activities between WBS elements to reflect transitions between phases Calculate the schedule 21
- 22. LastPlanners® Breakdown Activities LastPlanners® breakdown Activities, identify Tasks durations, sequences & due dates in facilitated production meetings LastPlanners® breakdown Activities into smaller Tasks, collaboratively plan their due dates, and commit to complete them as planned. The Hopper - Unplanned Tasks - Activity Optional - Collapse/Expand Tasks get durations, sequences, and due dates 22
- 25. Process 25 Create Task Plan Task (Set Due Date) Commit Finish Date Recommit (When missed the committed date) Complete Task
- 26. LastPlanners® Commit & Complete The LastPlanners® commit to Due Dates on the Planning Board, complete when done, and re-commit if not completed The planning board is where field disciplines commit to Task due dates. Each field discipline has a different Task color assignment on the Planning Board. Digital Planning Board vs. Trailer Wall Planned Tasks Committed Tasks Completed Tasks Overdue Tasks Reference Activities Collapse/Expand 26
- 27. Monitor Performance Monitor Planned Percent Complete (PPC) & Reasons for missed commitments per Lean Construction Institute’s best practices With the field executing, it’s now about capturing completions. If commitments are missed, reason codes are assigned, and new commitments are made. Tasks alert the CPM network for incompatible dates or status. Project PPC Company PPC (Inherited Colors) Reasons for Missed Commitments One Time Frame, All Charts 27
- 28. Agenda Industry Challenges Our Solution Solution Presentation Value & Benefits Q&A 1 2 3 4 28 5
- 29. Oracle Primavera Cloud Work Plan Introduction 29
- 30. Hopper • Unplanned Tasks • Group/Ungroup • Activity Optional • Collapse/Expand Work Plan 30
- 31. Planning Board • Smart Board • Planned Tasks • Committed Tasks • Completed Tasks • Overdue Tasks • Reference Activities • Collapse/Expand Work Plan 31
- 32. Buckets • Navigation • Future Planning Periods Work Plan 32
- 33. View Options • Saved Views • Planning Window • Smart Quick Filters • Group by Activity • Navigation • Search Work Plan 33
- 34. Oracle Primavera Cloud Task List Introduction 34
- 35. Grid • Discussions • Flags • Configurable Columns • Calendar Exceptions • Public/Private Tasks • Cut/Copy/Paste Task List 35
- 36. Gantt • Activity Bars • Task Bars • Inherited Colors • Horizontal Scrolling Task List 36
- 37. View Options • Bulk Complete • Saved Views • List/Gantt • Planning Window • Group/Sort • Search • Smart Quick Filters Task List 37
- 38. View Options • 6 weeks planning • Saved Views • Hand off Window • Group By Act, Comp • Search • Smart Quick Filters Hand offs 38
- 39. Task Editing 39 Edit in tables or task forms
- 40. 40 Mobile: Work Management Oracle Primavera Cloud Mobile • Introduction
- 41. Work Management > Tasks 2. View Due, Pending, Flagged and Completed Tasks. 2 3 1 1. View & Create project Tasks or private tasks on the fly. 3. Recommit the tasks with right reasons. 41
- 42. Work Plan on iPad 42
- 44. Monitor Performance Monitor Planned Percent Complete (PPC) & Reasons for missed commitments per Lean Construction Institute’s best practices 44 PPC - Project PPC - Company Reasons
- 45. Oracle Primavera Cloud Tasks in Schedule Introduction 45
- 46. Grid & Gantt • P6 Schedule data via - P6/Prime Sync, or - Gateway • Task Status Indicator: • - Incompatible Dates - Incompatible Status Schedule 46
- 47. 47 Integrate With P6 2 Options 1. Automatic 2. On Demand
- 48. 48 Auto Sync
- 49. 49 On Demand
- 50. MOBILE DEMO 50
- 51. 51
- 52. Agenda Industry Challenges Our Solution Solution Presentation Value & Benefits Q&A 1 2 3 4 52 5
- 53. Coordination Reduce the need for larger, complex master schedules which were never intended to micro-manage the level of detail required for field execution teams. Placing the right coordination tool in the hands of the right stakeholder eliminates costly re-work, drives accountability and reduces risk. Commitment 53 Community The benefits of our solution
- 54. Coordination Reduce the need for larger, complex master schedules which were never intended to micro-manage the level of detail required for field execution teams. Placing the right coordination tool in the hands of the right stakeholder eliminates costly re-work, drives accountability and reduces risk. Commitment Blending CPM and Lean methods drives performance right down to the workface based on commitments of field disciplines. Flexible Task sequences focus on short interval timelines that inform the master schedule activity network, giving a comprehensive view of overall performance. 54 Community The benefits of our solution
- 55. Coordination Reduce the need for larger, complex master schedules which were never intended to micro-manage the level of detail required for field execution teams. Placing the right coordination tool in the hands of the right stakeholder eliminates costly re-work, drives accountability and reduces risk. Commitment Blending CPM and Lean methods drives performance right down to the workface based on commitments of field disciplines. Flexible Task sequences focus on short interval timelines that inform the master schedule activity network, giving a comprehensive view of overall performance. 55 Community Aligning stakeholder incentives with shared knowledge and common goals creates a unique and differentiated offering in the market where the best of CPM and Lean means and methods are truly blended to drive community engagement and successful business outcomes. The benefits of our solution
- 56. 56 Questions?
- 57. 57 Homeworks ENR | Oracle Webinar - How Lean & Critical Path Methods Enhance One Another ENR | Oracle Webinar - Blending Lean & CPM: Going to the Next Level Lean Construction Institute - Getting Started with Lean
Editor's Notes
- The solution here in Oracle Primavera Cloud is with Schedule and Tasks working together Distinction between activities and tasks In P6 Often these were used interchangeably (client vs mobile) In Prime there is a clear distinction In Prime Schedule we have activities with the usual logic (SS, FS etc) and CPM Tasks have no logic Tasks are for flexible sequencing where the project team determine how things will be done Note the picture in the background where this is being done. Pre-populated post it notes for the work in hand are laid out and agreement made between all parties
- Not our idea!
- Here are a couple of photographs of Lean Scheduling in action on a job site. This is a daily exercise carried out each morning before work begins that day. Here we can see a Planning Board with a bunch of coloured post it notes Across the top are days when work will be performed There is a leader, usually the superintendent, who is trying to coordinate all the work All the post it notes are created by what are called ‘The Last Planners’ typically the Foremen who are responsible for the work and know the details of what needs doing. Each of the Foremen writes his tasks on a post it adds it to the board – note the different colours represent the different foreman/contractors. Then as a team they interactively work on sequencing those things within the workplan. They then take simple metrics to track the progress: How many things did you agree to do How many things did you get done That is the fundamental metric of Lean Scheduling: Planned Percent Complete (Did/Said I’d Do)
- Here are a couple of photographs of Lean Scheduling in action on a job site. This is a daily exercise carried out each morning before work begins that day. Here we can see a Planning Board with a bunch of coloured post it notes Across the top are days when work will be performed There is a leader, usually the superintendent, who is trying to coordinate all the work All the post it notes are created by what are called ‘The Last Planners’ typically the Foremen who are responsible for the work and know the details of what needs doing. Each of the Foremen writes his tasks on a post it adds it to the board – note the different colours represent the different foreman/contractors. Then as a team they interactively work on sequencing those things within the workplan. They then take simple metrics to track the progress: How many things did you agree to do How many things did you get done That is the fundamental metric of Lean Scheduling: Planned Percent Complete (Did/Said I’d Do)
- Users can manage the work and assign tasks to the users who then can progress via mobile interface. Ability to add project level or personal tasks. Users can see their company’s assigned tasks, complete or recommit them.
- With the field executing, it’s now about capturing completions. If commitments are missed, reason codes are assigned, and new commitments are made. Tasks alert the CPM network for incompatible dates or status. Project PPC Company PPC (Inherited Colors) Reasons for Missed Commitments One Time Frame, All Charts
- Organization with P6 EPPM deployment would like to take advantage of additional features that Prime Cloud Service can offer with a seamless integration. Database level sync up between Prime and P6 to import project and schedule related data. Near-real time data synchronization. Flexibility to synchronize between multiple P6 instances into single Prime instance. Option to support both cloud and on premise deployment of P6 EPPM.
- Organization with P6 EPPM deployment would like to take advantage of additional features that Prime Cloud Service can offer with a seamless integration. Database level sync up between Prime and P6 to import project and schedule related data. Near-real time data synchronization. Flexibility to synchronize between multiple P6 instances into single Prime instance. Option to support both cloud and on premise deployment of P6 EPPM.