Primavera Project Management Workshop

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Primavera Project Management Workshop
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Agenda

• Project Portfolio Management
• Primavera Project Management
• OBS, EPS
• WBS
• Activities
• Resources Cost
• Top Down Estimation
• Tracking Reports

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What Is a Program?

• A group of projects
• Managed in a coordinated way
• To obtain benefits not available from managing
  them individually

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What Is a Subproject?

• A manageable component of a project
• May be performed by a separate organization
• Could be a project phase
• Subprojects are typically referred to as projects
  and managed as such

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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

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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.

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Portfolio Management - PMI

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

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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

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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 organizations 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.

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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.

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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.

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Portfolio Relationships
Portfolio
Programs
Projects
Other Work
Portfolio
Programs
Projects
Other Work
Programs
Projects
Projects
Projects
Projects
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Primavera Systems Inc.

• 25 years
• 70,000 customers
• Leader in Gartner Magic Quatrant for Project
  Management tool
• Customer Support
• Online Support
• Online knowledgebase
• Now part of Oracle

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Primavera Systems Inc.

• Primavera Project Planner 3.1
• SureTrak Project Manager
• Primavera Project Management 6
• Primavera Contractor

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Primavera Systems Inc.

• Primavera Charts Graphical Reports
• Pertmaster Risk Management Tool
• Cost Manager EVA
• Prosight Portfolio Analysis Mgmt.

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Primavera Systems Inc.

• Primavera Evolve Resource Management
• Primavera Inspire Forecasting Integrating
  tool with SAP
• Contract Manager Document Mgmt., Job Cost
  Project Control Solution

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P3 to P6

• Single user environment
• To
• Multi user role based environment
• P3 uses Btrieve Database
• P6 uses Microsoft SQL Server or MSDE or Oracle

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Process Overview for Structuring Data

• Set up OBS
• Set up EPS
• Set up Projects
• Set up WBS
• Set up Resource Hierarchy

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Primavera Features

• Enterprise Level Planning
• Resource at Enterprise level
• Multiuser level
• User preferences can be given
• Project Level and Global preferences
• Compare two reports using Claim Digger
• Top Down Budgeting

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Primavera Features

• Top Down Estimation
• Baseline updating
• Resource Cost Analysis
• EVA
• Reports
• Timesheets
• Portfolio Analysis
• Project Templates Methodology Management

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Major Terminology Changes from P3

• PERT ? Activity Network
• Activity Form ? Activity Details
• Bar Chart ? Gantt Chart
• Activity Logs ? Notebooks
• Fragnets ? Methodologies
• Resource Profile ? Resource usage Profile

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Contd

• Resource Table ? Resource usage Spreadsheet
• Target ? Baseline
• Activity Columns ? Activity Tables
• Custom Data items ? User Defined Fields

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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 4OBS

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OBS
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OBS Contd . . .
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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

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EPS
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EPS
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EPS Contd . . .
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OBS EPS
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EPS
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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

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Planning Process Group
MONITORING CONTROLLING PROCESS GROUP
Scope Definition
Scope Planning
Develop Project Management Plan
Activity Definition
INITIATING PROCESS GROUP
Activity Resource Estimating
Create WBS
Activity Duration Estimating
Cost Estimating
Cost Budgeting
Risk Management Planning
Activity Sequencing
Human Resource Planning
Risk Identification
Schedule Development
Quality Planning
EXECUTING PROCESS GROUP
Qualitative Risk Analysis
Communications Planning
Quantitative Risk Analysis
Plan Purchases and Acquisitions
Plan Contracting
CLOSING PROCESS GROUP
Risk Response Planning
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WBS

• The WBS is used in projects to define
• The projects work in terms of deliverables and
  further decomposition of these deliverables into
  components.

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Goals

• WBS has two goals
• To ensure that the project includes all the work
  needed.
• To ensure that the project includes no
  unnecessary work.

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General Process for developing WBS

• Step 1 Identify the final product(s) of the
  projectwhat 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 products 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.

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WBS of Highway (Ph2)
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OBS Assigned to WBS Elements
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Thank You