Primavera Project Management

Workshop

Agenda

Project Portfolio ManagementPrimavera Project ManagementOBS, EPSWBSActivitiesResources & CostTop Down EstimationTracking & Reports

What Is a Program?

A group of projects…Managed in a coordinated way…

To obtain benefits not available from managing them individually

3

What Is a Subproject?

A manageable component of a projectMay be performed by a separate

organizationCould be a project phaseSubprojects are typically referred to as

projects and managed as such

4

What Is Program Management?

Program Management is a group of related projects managed in a coordinated way to obtain benefits and control not available from managing them individually

Portfolio? Projects? Programs? A portfolio is collection of:

Projects (temporary endeavors undertaken to create a unique product, service or result) and/or

Programs (a group of related projects managed in a coordinated way to obtain benefits and control not available from managing them individually) and/or

Other work that are grouped together to facilitate the effective management of the work to meet strategic business objectives.

Portfolio Management - PMI

Defines portfolio management as a set of activities that allow alignment with strategy

EPM Solution

EPM solution is an ideal for organizations that need strong coordination and standardization between projects and Project Managers, Centralized Resource Management or Higher Level Reporting about Project and Resource

EPM Solution

One approach is that EPM is a software tool that helps plan and implement all projects within an organization.

Another view is that projects are selected, planned, controlled and implemented from a central location that rigorously assures all projects report progress to a single element.

Neither of these approaches is wrong for the organization. The bigger picture, however, helps understand the full potential of an EPM.

Enterprise project management, as implied by the words, is an enterprise view of all project management activities and how these activities contribute to the success of the organization.

It entails linking the organization’s vision, mission, goals and objectives, and strategies in a hierarchal fashion to ensure the organization commits its resources to the right projects at the right time.

This definition includes those efforts in software tool use and the central control over projects, but in a holistic view.

PPM

An even more recent evolution in Enterprise Project Management is to not only plan and track the existing set of projects, but to create a portfolio (per budget size, per calendar year, per budget year, per business line, etc) of existing and future (demand) projects. This is called Project Portfolio Management.

PPM

Project Portfolio Management includes the creation of various scenarios to decide which is the most optimal portfolio (for a certain year, business, budget, etc). Once the contents of the portfolio are agreed upon, it is key to constantly scrutinize how the individual projects are evolving in terms of quality, cost and schedule.

Portfolio Relationships

Portfolio

ProgramsProjectsPortfolio

Programs Projects

Projects

Programs Projects

Other Work

Projects Projects

Other Work

Primavera Systems Inc.

25 years70,000 customersLeader in Gartner Magic Quatrant for

Project Management toolCustomer SupportOnline SupportOnline knowledgebaseNow part of Oracle

Primavera Systems Inc.

Primavera Project Planner 3.1SureTrak Project Manager

Primavera Project Management 6Primavera Contractor

Primavera Systems Inc.

Primavera Charts – Graphical ReportsPertmaster – Risk Management ToolCost Manager – EVAProsight – Portfolio Analysis & Mgmt.

Primavera Systems Inc.

Primavera Evolve – Resource Management

Primavera Inspire – Forecasting & Integrating tool with SAP

Contract Manager – Document Mgmt., Job Cost & Project Control Solution

Clients Servers Database

Browser Clients

Desktop Clients

Web

Ser

ver

Application Server (myPrimavera)

Server & Job Services

Timesheets

Projects and Resources

Methodologies

myPrimavera

Timesheets

P3 to P6

Single user environmentTo

Multi user role based environment

P3 uses Btrieve DatabaseP6 uses Microsoft SQL Server or MSDE

or Oracle

Process Overview for Structuring Data

Set up OBSSet up EPSSet up ProjectsSet up WBSSet up Resource Hierarchy

Primavera Features

Enterprise Level PlanningResource at Enterprise levelMultiuser levelUser preferences can be givenProject Level and Global preferencesCompare two reports using Claim DiggerTop Down Budgeting

Primavera Features

Top Down EstimationBaseline updatingResource & Cost AnalysisEVAReportsTimesheetsPortfolio AnalysisProject Templates – Methodology

Management

Major Terminology Changes from P3

PERT Activity Network Activity Form Activity DetailsBar Chart Gantt ChartActivity Logs NotebooksFragnets MethodologiesResource Profile Resource usage

Profile

Contd…

Resource Table Resource usage Spreadsheet

Target BaselineActivity Columns Activity TablesCustom Data items User Defined

Fields

What is OBS?

Organizational Breakdown Structure is a global Hierarchy that represents the managers responsible for the projects in your enterprise. The OBS usually reflects the management structure of your organization from top level personal down through the various levels constituting your business

Only one OBS root can be represented in an organization Up to 25 levels can be defined in an OBS structure Enterprise OBS

OBS

OBS Contd . . .

EPS

Enterprise Project Structure forms the hierarchy structure of your database of your projects. Each EPS can be sub – divided into multiple levels to presents the work that needs to be done in your organization.

You can use the EPS to Perform top down budgeting & resource and Cost Analysis. Manage multiple projects from the highest level of the organization to the

individual that perform specific project task Implement coding standards for flexible reporting

N numbers of EPS root can be created Up to 50 levels under each EPS root can be defined

EPS

EPS

EPS Contd . . .

OBS EPS

EPS

What is Work Breakdown Structure?

• A work breakdown structure (WBS) is a deliverable-oriented grouping of the work involved in a project that defines the total scope of the project

• It is a foundation document in project management because it provides the basis for planning and managing project schedules, costs, and changes

Planning Process Group

35

CreateWBS

PlanPurchases and

Acquisitions

CostEstimating

CostBudgeting

Human ResourcePlanning

QualityPlanning

CommunicationsPlanning

DevelopProject

ManagementPlan

Scope Planning

EXECUTINGPROCESS

GROUP

CLOSINGPROCESS

GROUP

INITIATINGPROCESS

GROUP

MONITORING& CONTROLLING

PROCESSGROUP

ActivityResourceEstimating

Risk ResponsePlanning

PlanContracting

Scope Definition

Activity Definition

Activity Duration

Estimating

Activity Sequencing

ScheduleDevelopment

RiskManagement

Planning

RiskIdentification

Qualitative RiskAnalysis

Quantitative RiskAnalysis

WBS

The WBS is used in projects to define: The project’s work in terms of deliverables and

further decomposition of these deliverables into components.

Goals

WBS has two goals:To ensure that the project includes all the

work needed.To ensure that the project includes no

unnecessary work.

General Process for developing WBS

Step 1: Identify the final product(s) of the project—what must be delivered to achieve project success. A thorough review of high-level project scope documents (inputs such as statement of work [SOW], technical requirements documents, and so on) is recommended to ensure consistency between the WBS and the project requirements.

Step 2: Define the product’s major deliverables, which are often predecessor deliverables necessary for the project, but that in themselves do not satisfy a business need (e.g., a design specification).

Step 3: Decompose major deliverables to a level of detail appropriate for management and integrated control. These WBS elements normally tie to clear and discrete identification of stand-alone deliverable products.

Step 4: Review and refine the WBS until project stakeholders agree that project planning can be successfully completed and that execution and control will successfully produce the desired outcomes.

WBS of – Highway (Ph2)

OBS Assigned to WBS Elements