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Dashboard / Digest / Compliance

Prepared by:Patrick O’ConnellProject 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 don’t 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 EMC’s but also for the ITS▪ ITS – shared transmission system in Georgia with 4 members:

GTC, GPC, MEAG and Dalton

Project Teams

■ How we do it:▪ We are a matrix organization

— PM Group

— 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 POCMBQThat’s affectionate IT speak for:

Patrick O’Connell’s Mind Boggling Queries

Excel Demos

■ DASH_DailyDigest■ PRQ – Quality measures

The Daily Digest

MS Access Macro OutputDaily Digest

Daily DigestInfo you don’t 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

due closeouts.

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 – won’t 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

Please complete the session evaluationWe appreciate your feedback and insight

You may complete the session evaluation either on paper or online via the mobile app

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