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Prepared by:Patrick OConnellProject Control Group LeadGeorgia Transmission Corporation
Reporting of key performance, quality and other data
Session ID#: 200330
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 dont 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
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 EMCs but also for the ITS ITS shared transmission system in Georgia with 4 members:
GTC, GPC, MEAG and Dalton
How we do it: We are a matrix organization
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
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
Welcome to POCMBQThats affectionate IT speak for:
Patrick OConnells Mind Boggling Queries
DASH_DailyDigest PRQ Quality measures
The Daily Digest
MS Access Macro OutputDaily Digest
Daily DigestInfo you dont 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
Daily DigestCorrective 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.
Daily DigestLook 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
Daily DigestStay 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.
MS Access Macro OutputCo-op queries
Co-op queriesSystem 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 wont load into accounting Bad LOE relationships
Co-op queriesSystem 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.
PR Quality Assurance
PRQ PR Quality MeasuresData Date
PRQ PR Quality MeasuresActivity Quality
PRQ PR Quality MeasuresScope Change Needed
PRQ PR Quality MeasuresReforecast Milestones
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