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Methodology of Project Progress
Reporting
Presented by :
Amit Kumar Senapati
Types
A. Earned Value (Physical % Complete)
B. Duration % Complete
C. Unit % Complete
D. Activity WeightageD. Activity Weightage
Purpose of Reporting
• Tracking progress
• Tracking internal resources cost and progress.
• Track cost.• Track cost.
• Tracking external resources cost and progress.
• Tracking both internal and external resources cost
and progress.
A. Earned Value
To enable reporting on Earned Value , the following
must be in place :-
a) Resources required for the project is identified.
b) Resource unit rate should be known.b) Resource unit rate should be known.
c) The Project Cost Centre of the project should be
available and used.
d) Earning rules are identified for the various
activities and are linked.
e) The project should be resource loaded.
Example of Earned Value Calculation – Step 1
The Activity Steps should be
checked to enable Earning Rules
development.
The Earning rules should be
finalized after discussion with
the team.
Earned Value Calculation – Step 2
• Assign the Earning rules to the project activities.
• Change the % Completion type to “Physical”.
• Assign Resources to the activity.
N.B : 1. Before finalizing the Activity Duration , make sure the correct calendar is selected . If not there will be
changes to the start and finish dates.
2. Ensure that the resource rates are first changed and then they are assigned to the activities.
If the duration of the
project is long, then ensure
that the effective date for
the Unit & Prices is filled in.
Earned Value Calculation – Step 3
In the first Instance the Budgeted
Unit for M18 is 40 hours as we have
In the second Instance the Budgeted Unit for
M18 is 16 hours as we have considered that the
resource will be working based on the resource
Unit for M18 is 40 hours as we have
considered that the resource will be
working full time on the project.
NB : The Budgeted Units can also be put in manually in discussion with the Engineers.
resource will be working based on the resource
calendar on the project. i.e. Working only on
Wednesday’s and Thursday.
Earned Value Calculation – Step 4
• Baseline the schedule.
• An anchor point for measuring performance.
• Aplanned cost and expected schedule against which actual cost and
schedule are measured..
• A basis for cash flows and awarding progress paymentsA basis for cash flows and awarding progress payments
• A summation of time-phased budgets(cost accounts as summed
work packages)along a project timeline.
• Receipt of Actual Cost from Finance.
• Receipt of Progress Update from PEM/Engineers.
• Data date for doing the Progress Update.
Understanding of Earned Value Calculation - Situation 1
In the above instance , we see that the Performance % Completion is 12.91%.
It is calculated as all the activity steps are completed and
Activity Budgeted Cost / Total Budgeted Cost = 12.91%.
The CPI and SPI is displaying as ZERO as the data date is a past date and the Actual is
ZERO.
Understanding of Earned Value Calculation - Situation 2
Here we see the CPI is equal to 2.84. i.e. R31,600(EVC) /R11,116.67(AC)
Here we see the SPI as 1.84. i.e. R31,600(EVC)/R17,174(PC)
Planned Cost(PC) is calculated based on the data date, Planned Value = (Planned %
Complete) X (BAC) , i.e. 7.03%(Planned % Complete) X R244,800(BAC) = R17,174(PC)
Here the Curve we have chosen is “Linear” which means the cost is uniformly
distributed throughout the activity duration.
Earned Value Report
Physical % Complete
When Physical % Complete is used, we must adjust the Remaining Duration as this is not
calculated by Primavera P6. You must enter a Remaining Duration manually, or set an
Expected Finish date on the activity.
We can use the Expected Finish
date option to help control the
remaining duration of Physical %
Complete activities. Adding a date
in the Expected Finish date field
locks down the end date of the
activity and forces P6 to calculate
the Remaining Duration.
B. Duration % Complete
• Team is required to report on the work completion.
• When we do not have resources in our schedule.
• There is no need to track the actual cost of the project.
• There is no earning rules in the schedule.
In case there is a requirement of Weightage to the various• In case there is a requirement of Weightage to the various
packages then MS-Excel or appropriate spreadsheet can be
used in conjunction with Primavera to calculate the Overall
% Completion.
NB : If we need to report on Duration % Completion , the % Completion Type must be changed to ‘Duration’.
Duration % Complete
This option is used to calculate progress from the planned and remaining duration values. For
example, if you enter 6 days of remaining duration for a 10 day duration activity, Primavera
P6 will calculate 40% complete. Transversely, if you enter 40% in the Activity % Complete
field, P6 will calculate a remaining duration of 6 days.
This percent complete type is best used for more level of effort type activities
where measurable deliverables are not expected and the percent complete
represents elapsed time more than deliverables completed.
Duration % Completion Reporting
Duration % Completion Report
Units % Complete
• Unit % Completion can be used in areas like amount of Concrete poured , length of
pipe laid down , number of light bulbs installed , no. Of weld build up , hours spent
on welding activity etc.
• Units % Complete doesn’t calculate the remaining duration for activities, so you
will need to use either the Remaining Duration field or an Expected Finish date to
manually control the calculated end date for your activity.
• The only drawback of this method is that hours expended doesn’t necessarily• The only drawback of this method is that hours expended doesn’t necessarily
equate to progress achieved, so this method is not very discrete.
Understanding Units % Complete
In scenario 1, of the total
Budgeted units of 24
hours , 6 hours has been
In scenario 2, of the total Budgeted
units of 24 hours , 50 hours has been
used, but the work is still not completehours , 6 hours has been
completed hence the Unit
% Complete is 25%
used, but the work is still not complete
but the Unit % Complete is 100%
Activity Weightage
Activity Weightage % Complete
NB : In activity Weightage % complete, the team cannot report on cost performance.
Conclusion
• The projects can be reported based on the
availability of information.
• Different project may require different project
reporting , based on requirement.reporting , based on requirement.
Thank You

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Methodologies of Project Progress Measurement

  • 1. Methodology of Project Progress Reporting Presented by : Amit Kumar Senapati
  • 2. Types A. Earned Value (Physical % Complete) B. Duration % Complete C. Unit % Complete D. Activity WeightageD. Activity Weightage
  • 3. Purpose of Reporting • Tracking progress • Tracking internal resources cost and progress. • Track cost.• Track cost. • Tracking external resources cost and progress. • Tracking both internal and external resources cost and progress.
  • 4. A. Earned Value To enable reporting on Earned Value , the following must be in place :- a) Resources required for the project is identified. b) Resource unit rate should be known.b) Resource unit rate should be known. c) The Project Cost Centre of the project should be available and used. d) Earning rules are identified for the various activities and are linked. e) The project should be resource loaded.
  • 5. Example of Earned Value Calculation – Step 1 The Activity Steps should be checked to enable Earning Rules development. The Earning rules should be finalized after discussion with the team.
  • 6. Earned Value Calculation – Step 2 • Assign the Earning rules to the project activities. • Change the % Completion type to “Physical”. • Assign Resources to the activity. N.B : 1. Before finalizing the Activity Duration , make sure the correct calendar is selected . If not there will be changes to the start and finish dates. 2. Ensure that the resource rates are first changed and then they are assigned to the activities. If the duration of the project is long, then ensure that the effective date for the Unit & Prices is filled in.
  • 7. Earned Value Calculation – Step 3 In the first Instance the Budgeted Unit for M18 is 40 hours as we have In the second Instance the Budgeted Unit for M18 is 16 hours as we have considered that the resource will be working based on the resource Unit for M18 is 40 hours as we have considered that the resource will be working full time on the project. NB : The Budgeted Units can also be put in manually in discussion with the Engineers. resource will be working based on the resource calendar on the project. i.e. Working only on Wednesday’s and Thursday.
  • 8. Earned Value Calculation – Step 4 • Baseline the schedule. • An anchor point for measuring performance. • Aplanned cost and expected schedule against which actual cost and schedule are measured.. • A basis for cash flows and awarding progress paymentsA basis for cash flows and awarding progress payments • A summation of time-phased budgets(cost accounts as summed work packages)along a project timeline. • Receipt of Actual Cost from Finance. • Receipt of Progress Update from PEM/Engineers. • Data date for doing the Progress Update.
  • 9. Understanding of Earned Value Calculation - Situation 1 In the above instance , we see that the Performance % Completion is 12.91%. It is calculated as all the activity steps are completed and Activity Budgeted Cost / Total Budgeted Cost = 12.91%. The CPI and SPI is displaying as ZERO as the data date is a past date and the Actual is ZERO.
  • 10. Understanding of Earned Value Calculation - Situation 2 Here we see the CPI is equal to 2.84. i.e. R31,600(EVC) /R11,116.67(AC) Here we see the SPI as 1.84. i.e. R31,600(EVC)/R17,174(PC) Planned Cost(PC) is calculated based on the data date, Planned Value = (Planned % Complete) X (BAC) , i.e. 7.03%(Planned % Complete) X R244,800(BAC) = R17,174(PC) Here the Curve we have chosen is “Linear” which means the cost is uniformly distributed throughout the activity duration.
  • 12. Physical % Complete When Physical % Complete is used, we must adjust the Remaining Duration as this is not calculated by Primavera P6. You must enter a Remaining Duration manually, or set an Expected Finish date on the activity. We can use the Expected Finish date option to help control the remaining duration of Physical % Complete activities. Adding a date in the Expected Finish date field locks down the end date of the activity and forces P6 to calculate the Remaining Duration.
  • 13. B. Duration % Complete • Team is required to report on the work completion. • When we do not have resources in our schedule. • There is no need to track the actual cost of the project. • There is no earning rules in the schedule. In case there is a requirement of Weightage to the various• In case there is a requirement of Weightage to the various packages then MS-Excel or appropriate spreadsheet can be used in conjunction with Primavera to calculate the Overall % Completion. NB : If we need to report on Duration % Completion , the % Completion Type must be changed to ‘Duration’.
  • 14. Duration % Complete This option is used to calculate progress from the planned and remaining duration values. For example, if you enter 6 days of remaining duration for a 10 day duration activity, Primavera P6 will calculate 40% complete. Transversely, if you enter 40% in the Activity % Complete field, P6 will calculate a remaining duration of 6 days. This percent complete type is best used for more level of effort type activities where measurable deliverables are not expected and the percent complete represents elapsed time more than deliverables completed.
  • 17. Units % Complete • Unit % Completion can be used in areas like amount of Concrete poured , length of pipe laid down , number of light bulbs installed , no. Of weld build up , hours spent on welding activity etc. • Units % Complete doesn’t calculate the remaining duration for activities, so you will need to use either the Remaining Duration field or an Expected Finish date to manually control the calculated end date for your activity. • The only drawback of this method is that hours expended doesn’t necessarily• The only drawback of this method is that hours expended doesn’t necessarily equate to progress achieved, so this method is not very discrete.
  • 18. Understanding Units % Complete In scenario 1, of the total Budgeted units of 24 hours , 6 hours has been In scenario 2, of the total Budgeted units of 24 hours , 50 hours has been used, but the work is still not completehours , 6 hours has been completed hence the Unit % Complete is 25% used, but the work is still not complete but the Unit % Complete is 100%
  • 20. Activity Weightage % Complete NB : In activity Weightage % complete, the team cannot report on cost performance.
  • 21. Conclusion • The projects can be reported based on the availability of information. • Different project may require different project reporting , based on requirement.reporting , based on requirement.