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Primavera EPPM
in
asset-intensive Organizations
Presented by:
Parminder Singh
Sr. Business Analyst & Implementation Lead
Gaea Global Technologies
Session ID#:
Parminder.s@gaeaglobal.com 1
Agenda
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Case
Studies
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Topic
Introduction
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Solution Approach
& Benefits
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Problem
Statement
Problem Statement
In most asset intensive industries, it is very critical to keep the projects, demand supply &
procurement in check. Over the years we have seen the number of projects / organizations
impacted due to in-accurate demand supply, in-efficient project tracking & loiter procurement.
Common problems faced if there is no Project Management in “Asset Intensive” Organization
Project Management Team
• Lack of end to end project lifecycle tracking & visibility among repetitive projects.
• Difficulty in identification of reasons for Cost & Schedule over-run due to cross project
dependencies
• Fore-sighting the delays & failing to make required adjustments
• Failing to meet critical project milestone dates
Supply Chain Team
• Consolidated & Time based Project demand
• Demand accuracy
• Real Time demand change’s/updates as per changes in execution plan
• Inability to communicate real time progress to Project Team.
Procurement Team
• Accurate procurement plan
• Failing to keep procurement plan in sync with project schedule
• Insufficient data to leverage economies of scale
Problem Statement Cont..Demand
PlanningProcurement
Consolidated
Demand
100 % accurate Organization
wide consolidated demand
Demand fulfillment
status &
recommendations
to project team
100 % information to equip
procurement team to leverage
economies of scale
Demand revisions
from Project Team
Demand Source
information
Basic problems faced when Project Management, Demand Planning & Procurement
teams don’t share single source of truth & work in more isolated environment.
Projects Project Demand
Real time revised
project demand
Demand fulfillment status
& Recommendations
Project
Management
Negotiated price
information to
project team
Nonsourced
demand
Inaccurate
Demand
Norealtime
updates
Inaccurate
consolidated
demand
Lackof
Realtime
information
Noinformation
toprojectteam
Topic Introduction
This topic defines how Primavera EPPM could help demand supply and
procurement intensive industries alias ‘Asset Intensive’ to use single source of truth
for the organization wide consolidated demand and leveraging the same to increase
accuracy of demand supply and enhance economies of scale, which directly
increases revenue for the organization.
“Does Project Management, Demand Supply & Procurement Management
department in your organization work in sync ? “
Solution Approach
Real time status update to project team across the procurement life cycle.
Procurement cycle execution & tracking & Execution of effective Procure to Pay cycle.
Procurement plan communicated to purchasing team.
Organization wide procurement plan generated by supply chain engine.
Feeding real-time consolidated project demand to supply chain engine
Validation & Extract Approved / Baselined consolidated demand from Primavera EPPM
Project level/Business Unit level/Country/ Organization level demand plan preparation in Primavera EPPM
Organization level
plan
BU / Country
level plan
Project level
plan
Primavera
EPPM
Deriving
Organization
level
consolidated
demand plan
Supply Chain
Management
Processing
demands
Benefits
Consolidated
Demand
Detailed
Demand
Demand
Supply
recommended
for Demand
Process
Supply
recommendations
review/approval
by planner
Approval
Execution by
procurement
team
Procure
Recommendations
ProcurementStatus
updatestoProjects
Revised Demand as per
recommendations
Project Management
•Assess status of on-going project in
terms of schedule, cost and
profitability
•Better visibility & control of complete
project lifecycle.
•Nullify project delays & maximise
savings.
Demand Supply
•Organization wide consolidated
demand from single source.
•Reduce Planning Cycle Time
•Comprehensive Distribution Planning
•Increase planner productivity and
reduce decision making latency &
reduces manual errors
Procurement
•Aggregating demand & leverage on
economies of scale
•More realistic & accurate information
for better negotiations.
•Increase savings for the organization
& increases revenue.
•Reduction in bottom line cost to
maximise profitability
Procurement status
Project Structuring in Primavera EPPM
Parent Org
Continent 1
Country 1
Region 1
BU 1
Project 1 Project 2 Project …
BU ..
Region 2
BU .. BU ..
Region …
BU .. BU ..
Region …
BU ..
Country 2
Continent 2
Country …
Continent 3
Resource Management in in Primavera EPPM
1. Resource Management by country.
2. Resource rates maintained by country,
for better control on Exchange rates &
revisions.
3. Resource categorization.
4. Master Attribute management makes
life of PMs much easier to identify /
search respective resources for a
Country & Type.
5. Easier to manage & maintain.
6. Easier to restrict & maintain data
accessibility to different users.
CategoryRegionCountryOrg
Org
USA
NYC
T-Comm
Infra
Others
India
Project Budgeting in Primavera EPPM
1. Standardized project management guidelines & policies.
2. Standard project templates
3. Accurate project schedules & better control over Planned Quantities
4. Better control over revisions & updates at different stages.
5. Better control over baselined historical data for analysis.
Project level demand verification & Baselining
in Primavera
1. Once the demand is made & verifier the same can be baselined
i. Open the project to be baselined
ii. Action menu > Maintain Baselines > Add Baseline
iii. Save with specific Name & Type.
Consolidated demand verification & download
in Primavera
Demand Verification
- Project demand will be prepared in P6.
- The demand will be synced as and when a project is
baselined in P6.
- Demand will be synced with following filters
1. Demand only for Active Projects
2. Demand only for not started Activities
3. Demand only for remaining quantity
Demand file Download
- Demand file will be of CSV or Excel
format only
- Demand file can be downloaded
- Goto Resources Tab
- Goto Assignment Tab
- Select pre-defined layout
- Export the file.
Project level Demand
Consolidated Demand
Procure to Pay cycle tracking
Place order at
suppliers
Receipt
Internal
Demand
from P6
EPPM
Receive Ordered
Products +
Pay Supplier
Notify Project
Team in
Primavera EPPM
Automatic
Real-Time integrated
information / Status to
Primavera EPPM.
Real time status update to project team
1. Automatic progress updates.
2. Real time status updates to project team.
3. 100% accurate & synced data between different teams.
4. Better project tracking
5. Helps nullifying project delays & improves decision making
Actual Units & Actual Cost
will be cumulated as
updated.
End to End Project Lifecycle post enabling Project
Management
Demand
PlanningProcurement
Consolidated
Demand
100 % accurate Organization
wide consolidated demand
Demand fulfillment
status &
recommendations
to project team
100 % information to equip
procurement team to leverage
economies of scale
Demand revisions
from Project Team
Demand Source
information
Basic problems faced when Project Management, Demand Planning & Procurement
teams don’t share single source of truth & work in more isolated environment.
Projects Project Demand
Real time revised
project demand
Demand fulfillment status
& Recommendations
Project
Management
Negotiated price
information to
project team
Sourcebased
demand
100%accurate
Consolidated
demand
Realtime
updates
100%
Consolidated
demand
Realtime
consolidated
information
Updatesto
ProjectTeam
Project tracking using Primavera EPPM Dashboards
Cost Time Units
Actual
Budgeted
Dashboard to
evaluate Planned
vs Actual Cash
Flow projection.
Dashboard to
evaluate EVM.
16
Project tracking using Primavera EPPM Dashboards...
Dashboard to
evaluate overall
project status in
terms of Schedule,
Cost & Quantities.
Dashboard to evaluate
Planned vs Actual
Schedule, for project
& critical Milestones.
17
Case Study
The given methodology is not restricted for a specific industry, it is applicable for all the industries where
demand supply, procurement & project management must be considered as integrated units.
The same methodology is implemented in one of the leading telecommunication giant’s in Africa continent.
The client provides services in 21 countries. It was the most critical requirement for the client to improvise on
managing demand supply & procurement in sync with project planning & schedule.
The solution will equip project managers with full visibility of project lifecycle from project planning till closure,
and also will provide more accurate & consolidated information to procurement team to improve procure to pay
cycle & leverage economies of scale. The executive level in the organization will be able to rejoice better revenues
over the years & will be in better position to make critical & timely decisions.
Key Benefits delivered for 1st of 21 Rollout’s :
1. Effective Project Management & standardized policies.
2. Organization wide consolidated demand extracted from Primavera EPPM.
3. Sorting out the problem of unutilized inventory over 1.5 Billion USD (Phase 1 Rollout).
4. Minimize over stocking and reduction in inventory carrying cost.
5. Increased overall project lifecycle transparency to all stake holders.
6. Improved project demand accuracy.
7. On time Project Milestone achievement.
8. Handled numerous reporting & dashboard requirements.
Thank you!
For More Information:
http://www.gaeaglobal.com
sales@gaeaglobal.com
Personal Details:
Name : Parminder Singh
Designation : Sr. Business Analyst & Implementation Lead
Contact Number : India ( +91-8884900646)
Organization Details :
Mailing Address : Gaea Technologies India PVT Limited
F2- Alsa Mall, 147 – 149 Montieth Road,
Egmore Chennai,Tamil Nadu 600008
Office Landline ( 044-6457-4232)
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 20
■ Our purpose is to inform and educate our members on current and future
functionality of Oracle Primavera products, while offering a forum for peers to
share their experience and knowledge in the use of Primavera.
■ Educational opportunities across the Primavera product suite
■ Online Learning Series August 17th – September 4th
■ Call for presentation opening April 27th
■ Monthly Community Calls
■ 3rd Thursday of the month at 1:00 pm ET
■ Networking with other users within the Primavera community
■ Partnering with Oracle Primavera to meet the needs of our diverse
membership.
■ Membership is open to anyone with an interest in the Oracle Primavera products,
with no dues for membership. All members can vote on matters brought before
the OPSIG. Membership requests may be reviewed by the OPSIG board.
OPSIG is the home for
Primavera Users

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Primavera EPPM in Asset-Intensive Organizations

  • 1. REMINDER Check in on the COLLABORATE mobile app Primavera EPPM in asset-intensive Organizations Presented by: Parminder Singh Sr. Business Analyst & Implementation Lead Gaea Global Technologies Session ID#: Parminder.s@gaeaglobal.com 1
  • 3. Problem Statement In most asset intensive industries, it is very critical to keep the projects, demand supply & procurement in check. Over the years we have seen the number of projects / organizations impacted due to in-accurate demand supply, in-efficient project tracking & loiter procurement. Common problems faced if there is no Project Management in “Asset Intensive” Organization Project Management Team • Lack of end to end project lifecycle tracking & visibility among repetitive projects. • Difficulty in identification of reasons for Cost & Schedule over-run due to cross project dependencies • Fore-sighting the delays & failing to make required adjustments • Failing to meet critical project milestone dates Supply Chain Team • Consolidated & Time based Project demand • Demand accuracy • Real Time demand change’s/updates as per changes in execution plan • Inability to communicate real time progress to Project Team. Procurement Team • Accurate procurement plan • Failing to keep procurement plan in sync with project schedule • Insufficient data to leverage economies of scale
  • 4. Problem Statement Cont..Demand PlanningProcurement Consolidated Demand 100 % accurate Organization wide consolidated demand Demand fulfillment status & recommendations to project team 100 % information to equip procurement team to leverage economies of scale Demand revisions from Project Team Demand Source information Basic problems faced when Project Management, Demand Planning & Procurement teams don’t share single source of truth & work in more isolated environment. Projects Project Demand Real time revised project demand Demand fulfillment status & Recommendations Project Management Negotiated price information to project team Nonsourced demand Inaccurate Demand Norealtime updates Inaccurate consolidated demand Lackof Realtime information Noinformation toprojectteam
  • 5. Topic Introduction This topic defines how Primavera EPPM could help demand supply and procurement intensive industries alias ‘Asset Intensive’ to use single source of truth for the organization wide consolidated demand and leveraging the same to increase accuracy of demand supply and enhance economies of scale, which directly increases revenue for the organization. “Does Project Management, Demand Supply & Procurement Management department in your organization work in sync ? “
  • 6. Solution Approach Real time status update to project team across the procurement life cycle. Procurement cycle execution & tracking & Execution of effective Procure to Pay cycle. Procurement plan communicated to purchasing team. Organization wide procurement plan generated by supply chain engine. Feeding real-time consolidated project demand to supply chain engine Validation & Extract Approved / Baselined consolidated demand from Primavera EPPM Project level/Business Unit level/Country/ Organization level demand plan preparation in Primavera EPPM
  • 7. Organization level plan BU / Country level plan Project level plan Primavera EPPM Deriving Organization level consolidated demand plan Supply Chain Management Processing demands Benefits Consolidated Demand Detailed Demand Demand Supply recommended for Demand Process Supply recommendations review/approval by planner Approval Execution by procurement team Procure Recommendations ProcurementStatus updatestoProjects Revised Demand as per recommendations Project Management •Assess status of on-going project in terms of schedule, cost and profitability •Better visibility & control of complete project lifecycle. •Nullify project delays & maximise savings. Demand Supply •Organization wide consolidated demand from single source. •Reduce Planning Cycle Time •Comprehensive Distribution Planning •Increase planner productivity and reduce decision making latency & reduces manual errors Procurement •Aggregating demand & leverage on economies of scale •More realistic & accurate information for better negotiations. •Increase savings for the organization & increases revenue. •Reduction in bottom line cost to maximise profitability Procurement status
  • 8. Project Structuring in Primavera EPPM Parent Org Continent 1 Country 1 Region 1 BU 1 Project 1 Project 2 Project … BU .. Region 2 BU .. BU .. Region … BU .. BU .. Region … BU .. Country 2 Continent 2 Country … Continent 3
  • 9. Resource Management in in Primavera EPPM 1. Resource Management by country. 2. Resource rates maintained by country, for better control on Exchange rates & revisions. 3. Resource categorization. 4. Master Attribute management makes life of PMs much easier to identify / search respective resources for a Country & Type. 5. Easier to manage & maintain. 6. Easier to restrict & maintain data accessibility to different users. CategoryRegionCountryOrg Org USA NYC T-Comm Infra Others India
  • 10. Project Budgeting in Primavera EPPM 1. Standardized project management guidelines & policies. 2. Standard project templates 3. Accurate project schedules & better control over Planned Quantities 4. Better control over revisions & updates at different stages. 5. Better control over baselined historical data for analysis.
  • 11. Project level demand verification & Baselining in Primavera 1. Once the demand is made & verifier the same can be baselined i. Open the project to be baselined ii. Action menu > Maintain Baselines > Add Baseline iii. Save with specific Name & Type.
  • 12. Consolidated demand verification & download in Primavera Demand Verification - Project demand will be prepared in P6. - The demand will be synced as and when a project is baselined in P6. - Demand will be synced with following filters 1. Demand only for Active Projects 2. Demand only for not started Activities 3. Demand only for remaining quantity Demand file Download - Demand file will be of CSV or Excel format only - Demand file can be downloaded - Goto Resources Tab - Goto Assignment Tab - Select pre-defined layout - Export the file. Project level Demand Consolidated Demand
  • 13. Procure to Pay cycle tracking Place order at suppliers Receipt Internal Demand from P6 EPPM Receive Ordered Products + Pay Supplier Notify Project Team in Primavera EPPM Automatic Real-Time integrated information / Status to Primavera EPPM.
  • 14. Real time status update to project team 1. Automatic progress updates. 2. Real time status updates to project team. 3. 100% accurate & synced data between different teams. 4. Better project tracking 5. Helps nullifying project delays & improves decision making Actual Units & Actual Cost will be cumulated as updated.
  • 15. End to End Project Lifecycle post enabling Project Management Demand PlanningProcurement Consolidated Demand 100 % accurate Organization wide consolidated demand Demand fulfillment status & recommendations to project team 100 % information to equip procurement team to leverage economies of scale Demand revisions from Project Team Demand Source information Basic problems faced when Project Management, Demand Planning & Procurement teams don’t share single source of truth & work in more isolated environment. Projects Project Demand Real time revised project demand Demand fulfillment status & Recommendations Project Management Negotiated price information to project team Sourcebased demand 100%accurate Consolidated demand Realtime updates 100% Consolidated demand Realtime consolidated information Updatesto ProjectTeam
  • 16. Project tracking using Primavera EPPM Dashboards Cost Time Units Actual Budgeted Dashboard to evaluate Planned vs Actual Cash Flow projection. Dashboard to evaluate EVM. 16
  • 17. Project tracking using Primavera EPPM Dashboards... Dashboard to evaluate overall project status in terms of Schedule, Cost & Quantities. Dashboard to evaluate Planned vs Actual Schedule, for project & critical Milestones. 17
  • 18. Case Study The given methodology is not restricted for a specific industry, it is applicable for all the industries where demand supply, procurement & project management must be considered as integrated units. The same methodology is implemented in one of the leading telecommunication giant’s in Africa continent. The client provides services in 21 countries. It was the most critical requirement for the client to improvise on managing demand supply & procurement in sync with project planning & schedule. The solution will equip project managers with full visibility of project lifecycle from project planning till closure, and also will provide more accurate & consolidated information to procurement team to improve procure to pay cycle & leverage economies of scale. The executive level in the organization will be able to rejoice better revenues over the years & will be in better position to make critical & timely decisions. Key Benefits delivered for 1st of 21 Rollout’s : 1. Effective Project Management & standardized policies. 2. Organization wide consolidated demand extracted from Primavera EPPM. 3. Sorting out the problem of unutilized inventory over 1.5 Billion USD (Phase 1 Rollout). 4. Minimize over stocking and reduction in inventory carrying cost. 5. Increased overall project lifecycle transparency to all stake holders. 6. Improved project demand accuracy. 7. On time Project Milestone achievement. 8. Handled numerous reporting & dashboard requirements.
  • 19. Thank you! For More Information: http://www.gaeaglobal.com sales@gaeaglobal.com Personal Details: Name : Parminder Singh Designation : Sr. Business Analyst & Implementation Lead Contact Number : India ( +91-8884900646) Organization Details : Mailing Address : Gaea Technologies India PVT Limited F2- Alsa Mall, 147 – 149 Montieth Road, Egmore Chennai,Tamil Nadu 600008 Office Landline ( 044-6457-4232)
  • 20. 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 20
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