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Managing the P6 Schedule
From An Owner’s Perspective
April 23, 2012
Raquel Speers Shohet, PSP, Vice President
Hill International
Raquel Speers Shohet, PSP
• Degree: BS – Civil Engineering
• University: University of Nevada, Las Vegas
• Years of Experience: 22
• Professional Field: Construction
• Something you do not know about me: I was
goalkeeper for University of California, Irvine
Women’s Soccer Team
Speaker Biography
7 Challenges for Enterprise
Software Rollout
• Understanding the Technology
• Getting past the Software Sales Pitch
• Re-thinking Processes
• Standardizing the Processes
• Training New Processes
• Executive Buy-in
• Commitment
4 Steps for a Successful Rollout
of Best Practices
• Define the Processes
• Design the Processes
• Develop the Processes
• Deliver the Processes
1. Process Definition and Current Environment Analysis
a. System Definition
 Scheduling Specification at Implementation
 Scheduling Appendix
 Schedule Department Roles and Responsibilities (SOP)
b. Enterprise Database Configuration
 System Installation
 License Purchase Recommendation
 CM – approx $2500/license including maintenance
 PM Web – approx $3,300/license including maintenance
Phase 1
Minimum Scheduling
Requirements
Scheduler Qualification
Requirements
Scheduling Software
Requirements
Schedule Acceptance
Critical Path Method
Work Breakdown Structure
(WBS)
Float
Calendars
Durations
Relationships
Contingency Time
Change of Contract Time
Submittal, Procurement,
Delivery Activities
Testing, Training, & Startup
Activities
Miscellaneous
Phase 1- Considerations - Scheduling
Specification Sections
BMP Specifications-Owner
8
BMP Supplementals-Owner
9
BMP Supplementals-Owner
10
State DOT Specification
1.6 Baseline Construction Schedule
C. Schedule Submission
Notice of
Award
Within 14
cd of Notice
of Award
Submit
Baseline Plan
CPM
Engineer
review &
return
Within
7 cd of
Receipt
Complete
Baseline
Schedule and
Obtain
Engineer
Acceptance
Within 30 cd
of Notice of
Award
4. “No progress payments are made
Before the Engineer accepts the
baseline
Construction schedule.”
2. Process Design and System Access
a. Corporate Wide access to scheduling system
 Database set up and Installation Process Flow Charts
 Consideration for EPS Project Grouping
 Security Profiles and Privilege Definitions
 User Assignments and Security Profiles
b. Web Access and Dashboard Analytics
 User List
Phase 2
OWNER 1 Owner 1 Master Schedule
Security Profiles
GS-01 Users by Global Security Profile
 Admin Superuser
 Administrator
 View Global Data
 PS-01 Project Security Profile Privileges
 SUPERUSER, MANAGER, VIEW DATA
 Edit details, WBS, Expenses,
 Schedule Project
 Maintain Baselines
 Run Global Changes
 Etc,
Phase 2
3. System Integration of Oracle Project Management/
Contract Management
a. Integration and Functional Testing
b. Training Documentation
c. Dashboard Analytics
d. Visible Contract Management Data
Phase 3
Phase 3
Phase 3
4. Live Integration of External Data and Final Process Delivery
a. Consultant/ Contractor Access Security
b. Acceptance Review
Phase 4
Brief Introduction to Product
Oracle's Primavera P6 Enterprise Project Portfolio Management
(PPM)
All projects reside in
one database to allow
for cross project
analysis and reporting
MASTER SCHEDULE
P6 Enterprise Scheduling
Project Management is a secure system and requires users to have a login name and password to both
read and write to each database. Each user has certain access rights to allow database modification at
the project level as well as the database or global level. (The user login name and password are
assigned by the system administrator.)
P6 Enterprise Scheduling
The hierarchical structure starts with the enterprise at
its highest level and the activity at its lowest level
P6 Enterprise Scheduling
Data
Imported
‘Sandbox’
Data
Verified
Data
Revised
Revision
Required ‘Production’
No
Yes
P6 Enterprise Scheduling
• Scheduling System Integration Considerations
– Import Templates
– Integration with Primavera P3™
– Integration with Microsoft Project™
– Integration with other Primavera P6™
P6 Enterprise Scheduling
• Calendar Types
– Global
– Resource
– Project
• Work Periods
– Important – P6 is always calculating to
the minute.
26
P6 Enterprise Scheduling
• Schedule Log
• Claim Digger
• Tabular Reports
27
P6 Enterprise Scheduling
One Step Further ……… Risk Management
• Documentation
• Thorough understanding of contract
requirements
• DOCUMENTATION
• Well thought out procedures
• D-O-C-U-M-E-N-T-A-T-I-O-N
• Good working relationship between all parties
• D-O-C-U-M-E-N-T-A-T-I-O-N
Keys to Success
P6 Implementation Benefits
• Corporate Standardized Processes
• Consistent Project Roadmaps
• Consistent Tracking and Analysis
• Effective Risk Management
• Enhanced Executive Oversight
• Enterprise Reports and Metrics
• Early Issue Identification and Resolution
• Implementation of BMP
• Project Controls Standardization
• Documentation
• Contract Awareness
Conclusion
Questions & Answers
Hoping that you can use these implementation and
execution lessons learned outlined in this presentation to
develop schedules quickly and efficiently using
Primavera P6™
Thank you
Raquel Shohet
Vice President Operations- Southwest Region
Hill International
raquelshohet@hillintl.com
(702) 515-7490

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Managing the p6 schedule from the perspective of an owner ppt

  • 1. Managing the P6 Schedule From An Owner’s Perspective April 23, 2012 Raquel Speers Shohet, PSP, Vice President Hill International
  • 2. Raquel Speers Shohet, PSP • Degree: BS – Civil Engineering • University: University of Nevada, Las Vegas • Years of Experience: 22 • Professional Field: Construction • Something you do not know about me: I was goalkeeper for University of California, Irvine Women’s Soccer Team Speaker Biography
  • 3. 7 Challenges for Enterprise Software Rollout • Understanding the Technology • Getting past the Software Sales Pitch • Re-thinking Processes • Standardizing the Processes • Training New Processes • Executive Buy-in • Commitment
  • 4. 4 Steps for a Successful Rollout of Best Practices • Define the Processes • Design the Processes • Develop the Processes • Deliver the Processes
  • 5.
  • 6. 1. Process Definition and Current Environment Analysis a. System Definition  Scheduling Specification at Implementation  Scheduling Appendix  Schedule Department Roles and Responsibilities (SOP) b. Enterprise Database Configuration  System Installation  License Purchase Recommendation  CM – approx $2500/license including maintenance  PM Web – approx $3,300/license including maintenance Phase 1
  • 7. Minimum Scheduling Requirements Scheduler Qualification Requirements Scheduling Software Requirements Schedule Acceptance Critical Path Method Work Breakdown Structure (WBS) Float Calendars Durations Relationships Contingency Time Change of Contract Time Submittal, Procurement, Delivery Activities Testing, Training, & Startup Activities Miscellaneous Phase 1- Considerations - Scheduling Specification Sections
  • 11. State DOT Specification 1.6 Baseline Construction Schedule C. Schedule Submission Notice of Award Within 14 cd of Notice of Award Submit Baseline Plan CPM Engineer review & return Within 7 cd of Receipt Complete Baseline Schedule and Obtain Engineer Acceptance Within 30 cd of Notice of Award 4. “No progress payments are made Before the Engineer accepts the baseline Construction schedule.”
  • 12. 2. Process Design and System Access a. Corporate Wide access to scheduling system  Database set up and Installation Process Flow Charts  Consideration for EPS Project Grouping  Security Profiles and Privilege Definitions  User Assignments and Security Profiles b. Web Access and Dashboard Analytics  User List Phase 2
  • 13. OWNER 1 Owner 1 Master Schedule
  • 14. Security Profiles GS-01 Users by Global Security Profile  Admin Superuser  Administrator  View Global Data  PS-01 Project Security Profile Privileges  SUPERUSER, MANAGER, VIEW DATA  Edit details, WBS, Expenses,  Schedule Project  Maintain Baselines  Run Global Changes  Etc, Phase 2
  • 15. 3. System Integration of Oracle Project Management/ Contract Management a. Integration and Functional Testing b. Training Documentation c. Dashboard Analytics d. Visible Contract Management Data Phase 3
  • 18.
  • 19. 4. Live Integration of External Data and Final Process Delivery a. Consultant/ Contractor Access Security b. Acceptance Review Phase 4
  • 20. Brief Introduction to Product Oracle's Primavera P6 Enterprise Project Portfolio Management (PPM)
  • 21. All projects reside in one database to allow for cross project analysis and reporting MASTER SCHEDULE P6 Enterprise Scheduling
  • 22. Project Management is a secure system and requires users to have a login name and password to both read and write to each database. Each user has certain access rights to allow database modification at the project level as well as the database or global level. (The user login name and password are assigned by the system administrator.) P6 Enterprise Scheduling
  • 23. The hierarchical structure starts with the enterprise at its highest level and the activity at its lowest level P6 Enterprise Scheduling
  • 25. • Scheduling System Integration Considerations – Import Templates – Integration with Primavera P3™ – Integration with Microsoft Project™ – Integration with other Primavera P6™ P6 Enterprise Scheduling
  • 26. • Calendar Types – Global – Resource – Project • Work Periods – Important – P6 is always calculating to the minute. 26 P6 Enterprise Scheduling
  • 27. • Schedule Log • Claim Digger • Tabular Reports 27 P6 Enterprise Scheduling
  • 28. One Step Further ……… Risk Management
  • 29. • Documentation • Thorough understanding of contract requirements • DOCUMENTATION • Well thought out procedures • D-O-C-U-M-E-N-T-A-T-I-O-N • Good working relationship between all parties • D-O-C-U-M-E-N-T-A-T-I-O-N Keys to Success
  • 30. P6 Implementation Benefits • Corporate Standardized Processes • Consistent Project Roadmaps • Consistent Tracking and Analysis • Effective Risk Management • Enhanced Executive Oversight • Enterprise Reports and Metrics • Early Issue Identification and Resolution
  • 31. • Implementation of BMP • Project Controls Standardization • Documentation • Contract Awareness Conclusion
  • 32. Questions & Answers Hoping that you can use these implementation and execution lessons learned outlined in this presentation to develop schedules quickly and efficiently using Primavera P6™ Thank you Raquel Shohet Vice President Operations- Southwest Region Hill International raquelshohet@hillintl.com (702) 515-7490