Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com
Georgia Transmission Corporation manages hundreds of active projects and we use data from Primavera and other systems to report key values that determine whether action needs to be taken. While the Project Reporting group wears many hats, two that keep our team reliable and credible with our clients and teammates are compliance reporting and customer service. Compliance internally may mean gatekeeper or enabler. Externally we have tolerances to monitor. GTC Project Reporting uses Primavera’s fields, codes and udfs in Daily Digest reporting for our schedulers and also for our co-op. We have other check and balance reports that are run to ensure payroll, customer invoicing and external alliance contract tolerances are met.
Dashboard / Digest / Compliance reporting of key performance, quality and other data
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Dashboard / Digest / Compliance
Prepared by:
Patrick O’Connell
Project Control Group Lead
Georgia Transmission Corporation
Reporting of key performance, quality
and other data
Session ID#: 200330
2. Georgia Transmission Corp
■ This presentation will range from the user side (what they get)
to the technical (how to prepare it). I will mainly demo
spreadsheets and MSAccess queries / macros that we use to
supplement Primavera information
■ Get information to those that need it in a way they can
use it. Meaning, we don’t have everything in Primavera that
they need. We report making P6 part of a data warehouse
▪ Daily Digest deals with things that happened, things to do,
lookaheads
▪ Co-op digest is system tuning
▪ PRQ – Project Reporting department quality
3. Georgia Transmission Corp
■ GTC - owned by 39 Electric Membership Cooperatives
(EMCs) in Georgia
■ Build, operate and maintain Transmission Lines and
Substations
▪ Not only for the EMC’s but also for the ITS
▪ ITS – shared transmission system in Georgia with 4 members:
GTC, GPC, MEAG and Dalton
4. Project Teams
■ How we do it:
▪ We are a matrix organization
— PM Group
— Functional Managers supplying team members
▪ Divided into Project Teams
— North, South and Bulk teams
— Some resources hard matrixed to a team
— Others assigned based on availability
▪ Project Reporting (PR) supports not only the Project Managers
but also Planning, Environmental, Land Acquisition, Design,
Construction and Maintenance
▪ PR also works with Accounting, Finance and IT and almost
everyone else including HR and others
5. Project Control Specialist
■ Assigned to a SS and TL Project Manager
■ Estimate, Maintain and Closeout
▪ Approximately 300 - 350 active projects plus another 950
telecommunication projects
▪ 100,000 Activities
▪ Schedule updates semi-monthly
▪ Responding to schedule and cost variance reports for EMC, ITS
and BOD
▪ Responding to PM, timesheet users, functional managers
10. Daily Digest
Info you don’t know
■ DASH_DailyDigest
▪ Purpose: to report to the PCS activity start, finish and expected
dates modified the previous business day by the Primary
Resource.
▪ Action: PCS to review for next schedule update. May require
collaboration with affected team members
■ DASH_FeedbackfromPrimaryResourcey (Feedback from
Primary Resource)
▪ Purpose: to report to the PCS notes that have been written by
the Primary Resource in Timesheets that may be pertinent to the
status of the activity.
▪ Action: PCS review for next schedule update. May require
collaboration with affected team members
11. Daily Digest
Corrective fixes
■ DASH_Constraint_Missing
▪ Purpose: to report to the PCS activities where those are missing
constraints.
▪ Action: PCS to review for appropriate constraints
■ DASH_ActIsMissingPrimaryResource (Activity is Missing its
Primary Resource)
▪ Purpose: to report to the PCS projects that an activity that
should have a primary resource assigned is missing its primary
resource in Primavera.
▪ Action: PCS should assign the proper primary resource to the
activity. If the activity is not needed in the schedule, revies and
delete it. This primarily affects waterfalls and completion reports.
12. Daily Digest
Look ahead
■ DASH_EstimateLookAhead (Estimate Lookahead)
▪ Purpose: to report to the PCS projects that have an RPE and
the estimate is due. Estimates are due 6 weeks after the RPE
date.
▪ Action: Plan ahead to prepare estimate or work to complete past
due estimates.
■ DASH_CloseoutLookahead (Closeout Lookahead)
▪ Purpose: to report to the PCS projects that are RFS and the
closeout has not been completed.
▪ Action: Plan ahead to prepare closeout or work to complete past
due closeouts.
13. Daily Digest
Stay out of trouble with Audit
■ DASH_RFSPastDue (RFS Past Due)
▪ Purpose: to report to the PCS projects that are scheduled to be
RFS in the past
▪ Action: Determine if the RFS notice should be issued or if the
date in the schedule should be moved out.
■ DASH_PM_BudgetNotApproved
▪ Purpose: to report to the PCS scope changes that has started
but not finished. “BC_NotApproved” and “BC_Approved”
indicate a decision has been made by the PCS. It also shows
the projects of which budget change is being routed and
processed.
▪ Action: PCS to look at the list.
15. Co-op queries
System and maintaining the data
■ Maintenance
▪ Missing file codes
▪ Check loan amounts for Finance
▪ Incorrect Primary resources
▪ Canceled projects in accounting not canceled in P6
■ System
▪ Bad project ids that can affect accounting
▪ Duplicate activity suffix – won’t load into accounting
▪ Bad LOE relationships
16. Co-op queries
System and maintaining the data
■ dash_checkECAtCmpUnits
▪ Purpose: to check if any EC resource have budgeted unit or
@Cmp unit equal to 0. To have the cost spread properly, its unit
should be greater than zero. EC50/60/64 is high priority. Units
are used to spread cost in Primavera according to the cost curve
assigned to the resource assignment. A zero unit remaining cost
resource assignment will be calculated to be spent on the data
date.
▪ Action: Use the layout: BIG 4 EC Check. In resource
assignment, open cost fix layout. Adjust columns to have Actual
Units, Remaining Units, and AtCmp units or Budget Unit. All
Budgeted units should not be 0 too. If the activity has started,
change Actual Units to 1. If not, change Remaining Units to 1.
22. Please complete the session
evaluation
We appreciate your feedback and insight
You may complete the session evaluation either
on paper or online via the mobile app