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