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September 2002

BASELINE SCHEDULE
REVIEW TECHNIQUES
Presented By:
Craig L. Olsen, CCC
Vice President
URS Corporation
213-996-2586

craig_olsen@urscorp.com

BASELINE OVERVIEW

OBJECTIVES
QUALITY CONTROL vs. AUDIT
REVIEW PROCESS / CYCLE
LOOK AT BAR CHART LAST
RECALC & DIAGNOSTICS
CHECK SETTINGS & DICTIONARIES
EVALUATE DATA INTEGRITY
CONFIRM COMPLIANCE
VALIDATE BUILDABILITY
Baseline

PRESENTER PROFILE
Certified Cost Consultant

OBJECTIVES

Authorized Primavera Trainer

1. Perform Quality Control

Co-Leader Of Primavera User Group

2. Establish Realistic & Usable Schedule

Controls Trainer & Presenter

3. Use Schedule As A Tool, Not A Weapon

Leader Of So. Calif. Project Controls Practice

4. Weight Discrepancies Based On Potential Impact

Project Manager & Senior Consultant

5. Prepare Meaningful & Balanced Recommendations

Licensed General Contractor


Project Experience exceeds $20 Billion
LA City, LA County, MTA, LAX, UCLA, MWD, Caltrans, LAUSD, SD
Schools

Recalculate & Diagnostics

REVIEW PROCESS / CYCLE

Revise & Resubmit

Recalculate &
Diagnostics

Constraint listing -- Scheduling Report Page: 2


Activity Date
---------- ------10
20
20 07FEB00
1070
1760
2400

Check Settings
& Dictionaries

Constraint
---------------------------Start Milestone
Start Milestone
Start-On Constraint
Finish Milestone
Finish Milestone
Finish Milestone

Open end listing -- Scheduling Report Page: 3


---------------Activity
10 has no predecessors
Activity
20 has no predecessors
Activity

Evaluate Data
Integrity

Scheduling Statistics for


Schedule calculation mode
Schedule calculation mode
Float calculation mode
SS relationships

Confirm
Compliance

2410 has no successors

Project 87BL:
- Retained logic
- Contiguous activities
- Use finish dates
- Use early start of predecessor

Schedule run on Sat Mar 23 12:32:40 2002


Run Number 117.

Validate
Buildability

Number of activities..................
Number of activities in longest path..
Started activities....................
Completed activities..................
Number of relationships...............
Percent complete......................
Number of start-on constraints........

229
44
1
1
328
0.0
1

Data date.............................
Start date............................
Imposed finish date...................
Latest calculated early finish........

07FEB00
07FEB00
19APR01
19APR01

Acceptance
Baseline

Baseline

1. Select TOOLS, SCHEDULE


1. Establish Consistent Review Process
2. Practice Good File Management

2. Check Boxes for CONSTRAINTS, OPEN ENDS and OUT OF SEQUENCE


PROGRESS
3. Click On SCHEDULE NOW

3. Look at Baseline Schedule from Multiple Perspectives

4. Print Out Diagnostics Report (A basic X-Ray of the schedule)

4. Bar Chart View can be distorted and misleading

5. Review Report
Are there un-necessary and/or unacceptable Constraints? (Can distort the

5. Balance Contractual Requirements with PM/RE Direction

a.

6. Validate the Schedule represents a good Work Plan

b. Are there Open Ends besides the first and last activities? (Can distort the

Schedule Network, Float and the Critical Path)


Schedule Network, Float and Critical Path)
c.

What is the proportion of Activities In Longest Path vs. the Total Number Of
Activities in the Schedule? (Is it reasonable)

d. Are there Activities that have Started or Completed? (Baselines should have no

progress)
e.

Is the Data Date appropriate?

f.

Is there an Imposed Finish Date? Does it match the Required Contract


Completion Date?

Check Code Dictionaries

Check Rules & Settings

-------------------------------------------------------------------------------CODE
VALUE
TITLE
SEQUENCE
-------------------------------------------------------------------------------Activity Codes:
RESP

Responsibility
ACD
CDS
CF
CK
CRSP
CSJ
CT
HEIM
JB
MBI
OC
REI
SG
SWSS

AC Dike
Chaides
Central Fence
Cal-Kirk
Chrisp
City of San Jose
Caltrans
Heim Brothers
Jones Brothers
M. Bumgarner
OC Jones
Rosendin
Stoloski & Gonzales
Statewide Safety & Sign

STPH

Stage/Phase
0
S1P1
S1P2
S2P1
S2P2
S3

Pre-Construction
Stage 1 Phase 1
Stage 1 Phase 2
Stage 2 Phase 1
Stage 2 Phase 2
Stage 3

UTIL

Utility
CSJ
SCVW
SJW

City of San Jose


Santa Clara Valley Water
San Jose Water

AREA

Location
0
1
2
3
4
5
A
LOC1
LOC2
MSE1
MSE2
MSE3
MSE4

Entire Project Limits


Area 1 - Taylor to Mission
Area 2 - Mission to Hedding
Area 3 - Hedding to 880
Area 4 - 880 Bridge
Area 5 - 880 to North Limt
Administrative
Signal & Lighting Loc 1
Signal & Lighting Loc 2
MSE Wall No.1
MSE Wall No. 2
MSE Wall No. 3
MSE Wall No. 4

Activity ID Codes:
Alias Codes:
Latest calculated early finish........

Baseline

19APR01

Baseline

1. PROJECT CODES
1. SCHEDULE CALCULATION RULES
a.

Select TOOLS, SCHEDULE, OPTIONS

b. Check out why settings are different than default (as shown above)
c.

Retained Logic (Respects Schedule Network) vs. Progress Override (Ignores


Network Relationships for Out-Of-Sequence Progress)

2. AUTOCOST RULES
a.

Select TOOLS, OPTIONS, AUTOCOST RULES

b. Check out why settings are different than default (as shown above)

3. CRITICAL ACTIVITIES
a.

Select TOOLS, OPTIONS, CRITICAL ACTIVITIES

b. Longest Path is truly the most Critical Path


c.

Setting by Float can show a distorted / expanded Critical Path

4. SUMMARIZATION
a.

Select TOOLS, OPTIONS, SUMMARIZATION

b. Summarization is best by Duration if schedule is not resource or cost loaded

a. Select PROJECT OVERVIEW, PROJECT CODES


b. Project Codes are most typically utilized with multi-project schedule files
c. Check to see what is set up

2. ACTIVITY CODES
a.
b.
c.
d.
e.

Select DATA, ACTIVITY CODES


The ACTIVITY CODES tab reflects the Codes and Code Values in the dictionary
Click on PRINT to output the listing for reference and future comparison
Do the Codes represent what is required and/or necessary?
An upcoming slide discusses Evaluating Code Utilization

3. ACTIVITY ID
a.

Select the ACTIVITY ID tab to determine if a structure has been established


for the ID number
b. The ID information also prints out with the Activity Codes as described in 2.c
above

4. ACTIVITY CUSTOM DATA ITEMS

a. Select DATA, CUSTOM DATA ITEMS


b. The ACTIVITY tab reflects the Custom Data Items that have been established
(the ones shown above are the defaults)

5. WBS
a.

In some schedules the WBS capability may be utilized but is typically not
required
b. Select DATA, WBS to see the dictionary

Check Calendars

Check Resource/Cost Dictionaries

Baseline

1. RESOURCES
a.

Select DATA, RESOURCES

b. Click on PRINT to output the listing for reference and future comparison
c.

Do the Resources represent what is required and/or necessary?

d. An upcoming slide discusses Evaluating Resource Utilization

2. RESOURCE CURVES
a.

Select DATA, RESOURCE CURVES

b. Check to see if any non-standard curves have been established

3. COST ACCOUNTS
a.

Select DATA, COST ACCOUNTS

b. Click on PRINT to output the listing for reference and future comparison
c.

Do the Cost Accounts / Categories represent what is required and/or necessary?

d. An upcoming slide discusses Evaluating Cost Utilization

4. RESOURCE CUSTOM DATA ITEMS


a.

Select DATA, CUSTOM DATA ITEMS

b. The RESOURCE/COST tab reflects the Custom Data Items that have been
established (the ones shown above are the defaults)

Baseline

1. ACTIVITY CALENDAR(S)
a.

Select DATA, CALENDARS

b. Select a Project Calendar


c.

Click on STANDARD to see the Standard work week

d. Click on HOLIDAYS to see the Holidays that are designated as non-workdays


e.

PRINT Detail Calendars for Reference and Future Comparison

f.

Is the Calendar set up properly and does it meet the project needs and
requirements?

Evaluate Activity/Code Allocations


AM-C1

Activity Matrix Reports

NO. OF ACTIVITIES RESP vs STAGE/PHASE

RESP
DESCRIPTION
Blank
0
S1P1
S1P2
S2P1
S2P2
S3
TOTAL
-------- ------------------------------ -------- -------- -------- -------- -------- -------- -------- -------2
2
ACD
AC Dike
1
1
CDS
Chaides
9
2
11
CF
Central Fence
3
3
6
CK
Cal-Kirk
1
1
2
CRSP
Chrisp
2
1
3
CSJ
City of San Jose
1
1
1
3
CT
Caltrans
5
5
1
1
12
HEIM
Heim Brothers
3
1
4
JB
Jones Brothers
16
6
1
1
24
MBI
M. Bumgarner
4
4
OC
OC Jones
3
35
1
4
14
23
80
REI
Rosendin
31
4
1
10
10
56
SG
Stoloski & Gonzales
12
1
3
3
19
SWSS
Statewide Safety & Sign
1
1
2
======== ======== ======== ======== ======== ======== ======== ========
2
8
124
11
8
33
43
229

AM-C2

NO. OF ACTIVITIES LOCATION vs STAGE/PHASE

LOCATION
-------0
1
2
3
4
5
A
LOC1
LOC2
MSE1
MSE2
MSE3
MSE4

DESCRIPTION
Blank
0
S1P1
S1P2
S2P1
S2P2
S3
TOTAL
------------------------------ -------- -------- -------- -------- -------- -------- -------- -------Entire Project Limits
1
24
1
5
8
17
56
Area 1 - Taylor to Mission
12
2
1
1
16
Area 2 - Mission to Hedding
21
2
23
Area 3 - Hedding to 880
24
4
28
Area 4 - 880 Bridge
15
8
1
24
Area 5 - 880 to North Limt
10
2
1
13
Administrative
8
1
4
13
Signal & Lighting Loc 1
8
1
1
10
Signal & Lighting Loc 2
9
8
1
18
MSE Wall No.1
1
5
6
MSE Wall No. 2
4
2
6
MSE Wall No. 3
8
8
MSE Wall No. 4
5
3
8
======== ======== ======== ======== ======== ======== ======== ========
2
8
124
11
8
33
43
229

Baseline

Baseline

1. Use Activity Matrix Reports to Map the number of activities by the


various code values

1. Select TOOLS, TABULAR REPORTS, MATRIX, ACTIVITY

2. Identifies uncoded activities, stray/incorrect codes which can distort


Layouts, Reports and Summarization

3. On the CONTENT tab

3. Report AM-C1 reflects the number of activities by RESPONSIBILITY


and STAGE/PHASE

2. Add a new Report


a.

Select # ACTIVITIES as the Data Item

b. Group Rows and Columns by meaningful Activity Codes


c.

Include BLANK in the Column contents as well as all Code Values

4. Report AM-C2 reflects the number of activities by LOCATION and


STAGE/PHASE

4. On the FORMAT tab

5. Note that two activities have neither a RESP nor STAGE/PHASE code

5. On the SELECTION tab

6. Provides perspective on number of activities related to each grouping of


code values
7. Helps determine if there is enough detail in the schedule
8. Other reports for differing combinations can also be utilized

a.
a.

Check boxes for COLUMN and ROW TOTALS


Leave blank to include all activities

10

Evaluate Activity IDs

Evaluate Calendars Utilization

Baseline

11

Baseline

1. Select VIEW, LAYOUT, NEW

1. Select VIEW, LAYOUT, NEW

2. Create CALENDAR UTILIZATION layout

2. Create ACTIVITY ID layout

a.

Select FORMAT, ORGANIZE

a.

Select FORMAT, ORGANIZE

b. Under the GROUP BY, select CALENDAR ID

b. Under the GROUP BY, leave selection blank

c.

c.

Under the SORT BY, select ACTIVITY DESCRIPTION

3. For Projects with multiple calendars, this provides a good approach to see
which activities are on each calendar
4. Bad Examples Concrete Curing or Settlement activities on a 5 day work
calendar !!!

Under the SORT BY, leave selection blank

3. For Projects with a structured ID number, this provides a good approach


to see how activities were numbered
4. It is not necessary that ID numbers are in exact sequence as the activity
start dates
5. It is critical that Activity ID numbers not be changed, this precludes
comparison via Target Schedules option or 3rd party utilities

12

Evaluate Activity Descriptions

Baseline

1. Select VIEW, LAYOUT, NEW


2. Create ACTIVITY DESCRIPTION layout
a.

Select FORMAT, ORGANIZE

b. Under the GROUP BY, leave selection blank


c.

Under the SORT BY, select ACTIVITY DESCRIPTION

3. For Projects with repetitive tasks, it is important the description reflect


some identifier of the area, location, scope, etc. that makes its
description unique and understandable to the reader
4. Always good to review descriptions to see if all the scope is accounted for
in the activities as well as critical interfaces, milestones, pre-construction
activities, etc.
5. It is best if descriptions do not change during the project as you can lose
the trail of the original activity scope and intent
6. Tip if it is absolutely necessary to change the description during the
project, enter the old description in the Log Records so it is always
retrievable

Evaluate Activity Durations

13

Baseline

1. Select VIEW, LAYOUT, NEW


2. Create ORIGINAL DURATION layout
a.
b.
c.
d.

Select FORMAT, ORGANIZE


Under the GROUP BY, leave selection blank
Under the SORT BY, select ORIGINAL DURATION
Set the ORDER to DESCEND

3. This provides a perspective of activities with long durations at the top of


the list as well as short ones at the bottom
4. Helps identify similar tasks that do not share similar durations
5. Also, helps identify those key tasks/events that many times the duration
is underestimated
6. Are the durations appropriate and do they meet the necessary
requirements?
7. Original Duration is the Budget of time allowed for the activity treat it
like a cost budget to validate accuracy
8. It is best if Original Durations not change during the project, better to
change the Remaining Duration
9. Tip if it is absolutely necessary to change the Original Duration during
the project, enter the old Original Duration in the Log Records so it is
always retrievable

14

Evaluate Relationships/Lags

Baseline

1. Select VIEW, LAYOUT, NEW


2. Create PREDECESSORS/SUCCESSORS layout
a.

Select FORMAT, ORGANIZE

Under the GROUP BY, select a key code like STAGE/PHASE


Under the SORT BY, select EARLY START then EARLY FINISH

Evaluate Float/Critical Paths

15

Baseline

1. Select VIEW, LAYOUT, NEW


2. Create FLOAT / CRITICAL PATHS layout
a.

b. Columns created by selecting FORMAT, COLUMNS

Select PREDECESSORS and SUCCESSORS to display in columns

3. Also can run


a. Select TOOLS, TABULAR REPORTS, SCHEDULE
b. Choose Reports SR-06 or SR-07 to produce and print out a detailed report for
review
c. Identifies Lags as well

4. These provide a perspective of activities with their relationships and lags


5. Are the relationships and lags appropriate and do they meet the necessary
requirements?
6. Relationships & Lags affect Float, Critical Path and overall Project
completion Time
7. Tip if there is something unique about a particular relationshiop or lag,
enter a note in the Log Records so it is always retrievable

Select FORMAT, ORGANIZE

Under the GROUP BY, select TOTAL FLOAT

Under the SORT BY, select EARLY START then EARLY FINISH

3. Provides a perspective of activities grouped by Float, first group with


lowest float is the longest and most Critical Path
4. Are the Float values appropriate and does the Critical Path meet the
necessary requirements?
5. Trace the Critical Path (JUMP) to confirm validity watch for Lags
6. Identify Near Critical Paths represented by the next higher levels of
Float

16

Evaluate Resource Allocations

Baseline

Evaluate Cost Allocations

17

Baseline

1. Select VIEW, LAYOUT, NEW

1. Select VIEW, LAYOUT, NEW

2. Create RESOURCES layout

2. Create COSTS layout

a.

Select FORMAT, ORGANIZE

a.

Select FORMAT, ORGANIZE

Under the GROUP BY, select RESOURCE

Under the GROUP BY, select COST ACCOUNT

Under the SORT BY, select EARLY START then EARLY FINISH

Under the SORT BY, select EARLY START then EARLY FINISH

3. Provides a perspective of activities grouped by Resource Assignments and


those that are Unassigned
4. Columns reflect the Budget Quantity and Units Per Timeperiod for each
assignment
5. Are the Resource assignments and values appropriate and meet the
necessary requirements?
6. If Resources are fully utilized, then various Profiles, Tables and Loading
Reports can also be produced for evaluation

3. Provides a perspective of activities grouped by Cost Account Assignments


and those that are Unassigned
4. Columns reflect the Budget Cost for each assignment
5. Are the Cost Account assignments and values appropriate and meet the
necessary requirements?
6. If Costs are fully utilized, then various Profiles, Tables and Loading
Reports can also be produced for evaluation

18

Confirm Contract Milestones

Baseline

Confirm Staging/Sequencing

19

Baseline

1. Select VIEW, LAYOUT, NEW

1. Select VIEW, LAYOUT, NEW

2. Create MILESTONES layout

2. Create SEQUENCING/STAGING layout

a.

Select FORMAT, FILTER

Under the SELECT IF, choose ACTIVITY TYPE

Under the IS, choose EQ

Under the LOW VALUE, choose START MILESTONE and FINISH MILESTONE

3. Provides a selected listing of all milestone type activities in the schedule


4. Are the Milestone dates appropriate and meet the necessary
requirements?
5. What is the relative float of each key milestone?

a.

Select FORMAT, ORGANIZE

Under the GROUP BY, select STAGE/PHASE and LOCATION


Select FORMAT, SUMMARY BARS to make one summarized bar, necked for inactive work
periods only

Select FORMAT, SUMMARIZE ALL to summarize all bands by Location

3. Provides a perspective of summarized activities for each Location and then


grouped by Stage/Phase
4. Necked portions of summary bars represent no work activity in that
location (for the specific Stage) during that period of time
5. Does the summary bars reflect the appropriate staging/sequencing and
meet the necessary requirements?
6. Tip Create another Layout organized by Location and then summarized by
Stage / Responsibility to see a different perspective

20

Confirm Resource/Cost Loading

Baseline

Confirm Completion Is Not Early

21

Baseline

1. Select VIEW, LAYOUT, NEW

1. Select VIEW, LAYOUT, NEW

2. Create RESOURCE/COST LOADING layout

2. Create COMPLETION layout

a.

Select FORMAT, ORGANIZE

a.

Select FORMAT, ORGANIZE

Under the GROUP BY, select PROJECT and RESPONSIBILITY

Under the GROUP BY, select nothing

Under Total, select BOTTOM

Under SORT BY, select EARLY FINISH

Select FORMAT, SUMMARY BARS to make one summarized bar, necked for inactive work
periods only

Select FORMAT, SUMMARIZE ALL to summarize all bands by Responsibility

3. Provides a perspective of summarized totals for each Responsibility and


the Project Total
4. Do the Resource Quantities and Budget Costs reflect the appropriate
amounts and meet the necessary requirements?

3. Provides a listing of all activities in the schedule and the last one(s) to
finish will be at the bottom
4. Also, select PROJECT OVERVIEW
a.

Indicates the EARLY FINISH which is the last finish date of any activity

5. Is the Completion date appropriate and meet the necessary requirements?

22

Confirm Submittal

Validate Buildability

Baseline

1. DISKwith Backup of Baseline Schedule


2. NARRATIVE of Baseline Schedule
a.
b.
c.
d.
e.

Assumptions
Approach
Work Plan
Constraints
Milestones

a.
b.
c.
d.
e.
f.

Dates
Float
Pred/Succ
Constraints
Resources
Costs

3. Tabular REPORTS of Baseline Schedule

4. Resource / Cost GRAPHICS


a. Profiles
b. Tables
c. Loading

5. CPM NETWORK DIAGRAM


a. All Activities
b. Organized/Sorted
c. Critical Path

23

Baseline

1. Select VIEW, LAYOUT, NEW


2. Create BUILDABILITY layout
a.

Select FORMAT, ORGANIZE

Under the GROUP BY, select EARLY START then ORDER by WEEK

Under SORT BY, select EARLY START then EARLY FINISH

Select FORMAT, SIGHT LINES then set VERTICAL SIGHT LINES MAJOR to 1 Week

Columns include RESPONSIBILITY

3. Provides a listing of all activities in the schedule grouped by the week they
start, thus you have a week by week work plan by Resp for your review
4. Are the work activities for each week appropriate, achievable and meet
the necessary requirements?

24

UPDATE OVERVIEW

UPDATE SCHEDULE
REVIEW TECHNIQUES

OBJECTIVES
CONTINUE REVIEW PROCESS / CYCLE
REPEAT BASELINE REVIEW TASKS

Update

RECALC & DIAGNOSTICS


CHECK SETTINGS & DICTIONARIES
EVALUATE DATA INTEGRITY
CONFIRM COMPLIANCE
VALIDATE BUILDABILITY

PERFORM COMPARISON
VALIDATE PROGRESS
ANALYZE VARIANCES/EXCEPTIONS
IDENTIFY TRENDS/FORECASTS
MEASURE PERFORMANCE

25

Update

1. Apply same steps and analyses described in BASELINE SCHEDULE


REVIEW TIPS & TECHNIQUES

2. Then complete the steps and analyses described in this handout

26

Confirm Update Submittal

REVIEW PROCESS / CYCLE


Recalculate &
Diagnostics

Perform
Comparison

Check Settings
& Dictionaries

Validate
Progress

Evaluate Data
Integrity

Analyze
Variances

Confirm
Compliance

Identify
Trends

Validate
Buildability

Measure
Performance
Acceptance
Update

1. PERFORM COMPARISON
a.

Digger / PrimaPlan Utility

b. P3 Layouts/Reports

2. VALIDATE PROGRESS
a.

P3 Layouts/Reports

b. Field Inspection
c.

Daily Reports

3. ANALYZE VARIANCES
a.

P3 Layouts/Reports

4. IDENTIFY TRENDS
a.

P3 Layouts/Reports

5. MEASURE PERFORMANCE
a.

Percent Complete

27

Update

1. DISK with Backup of Update Schedule


2. NARRATIVE of Update Schedule
a.
b.
c.
d.

Progress
Revisions
Issues
Milestones

a.
b.
c.
d.
e.
f.

Dates
Float
Pred/Succ
Constraints
Resources
Costs

3. Tabular REPORTS of Update Schedule

4. Resource / Cost GRAPHICS


a. Profiles
b. Tables
c. Loading

5. CPM NETWORK DIAGRAM


a. All Activities
b. Organized/Sorted
c. Critical Path

28

Digger Comparison Utility

Target Schedules

Current
Schedule

Baseline

Last
Update

Target 1

Target 2
Update

29

Update

1. Select TOOLS, PROJECT UTILITIES, TARGETS

1. Utility compares two P3 schedule files

2. Make the BASELINE Schedule as Target 1

2. Identifies all differences in the categories of data listed above

3. Make the Last UPDATE Schedule as Target 2

3. www.drmcnatty.com

4. Also can select PROJECT OVERVIEW then the TARGETS tab


5. IMPORTANT NOTE: The key to the Target Schedules / Comparison is the
Activity ID Number
a. Changes in Activity ID number will result in a non-match when comparing
b. Activities added in the Current Schedule that were not in the Baseline will not
have Target 1 information
c. Activities deleted from the Current Schedule that were in the Baseline will not
appear

30

Current vs. Baseline Schedule

Current vs. Baseline Schedule

Digger Summary Report

Update

1. The above Summary Report provides a numerical tabulation of differences


between the Current and Baseline Schedules

Digger Categorical Report

31

Update

1. The above Detail Report provides a detailed listing by Category of


differences between the Current and Baseline Schedules

32

Primaplan Investigator Utility

Update

Primaplan Comparison Window

33

Update

1. Utility compares two P3 schedule files

1. Displays All Activities or only those with specific type of change

2. Identifies all differences in the categories of data listed above

2. Colors indicate Added, Deleted or Changed

3. www.primaplan.com has downloadable demo

3. Side By Side Comparison of Data between the two P3 files

34

Current vs. Baseline Schedule

Current vs. Baseline Schedule

Primaplan Investigator Summary Report

Update

1. The above Summary Report provides a numerical tabulation of differences


between the Current and Baseline Schedules for each of the comparison
categories

Primaplan Investigator Matrix Report

35

Update

1. The above Matrix Report lists all or selected activities and indicates which
data items have changed

36

Current vs. Baseline Schedule

Current vs. Baseline Schedule

Primaplan Investigator Categorical Report

Update

1. The above Detail Report provides a detailed listing by Category of


differences between the Current and Baseline Schedules

Primaplan Investigator Detail Report By Activity

37

Update

1. The above Detail Report provides a detailed listing organized by each


activity of the specific differences between the Current and Baseline
Schedules

38

Compare Activity Data In Columns

Update

Compare Resource Data In Columns

39

Update

1. Select VIEW, LAYOUT, NEW

1. Select VIEW, LAYOUT, NEW

2. Create ACTIVITY DATA COMPARISON layout

2. Create RESOURCE DATA COMPARISON layout

3. Organized by Stage/Phase with SubTotal

3. Organized by Stage/Phase with SubTotal

4. Columns formatted to place same data from the 3 schedules (Baseline,


Last Update, Current) side by side for comparison

4. Columns formatted to place same data from the 3 schedules (Baseline,


Last Update, Current) side by side for comparison

5. You can also filter only those items that have changed or selected groups

5. You can also filter only those items that have changed or selected groups

6. You can also Organize by Responsibility to see comparison for same


group/person

6. You can also Organize by Responsibility to see comparison for same


group/person

40

Compare Cost Data In Columns

Update

Compare Schedule Data With Bars

41

Update

1. Select VIEW, LAYOUT, NEW

1. Select VIEW, LAYOUT, NEW

2. Create COST DATA COMPARISON layout

2. Create SCHEDULE BAR COMPARISON layout

3. Organized by Stage/Phase with SubTotal

3. Organized by Stage/Phase

4. Columns formatted to place same data from the 3 schedules (Baseline,


Last Update, Current) side by side for comparison

4. Bars formatted that represent the 3 schedules (Baseline, Last Update,


Current) grouped together for visual comparison

5. You can also filter only those items that have changed or selected groups

5. You can also filter only those activities that have significant variances in
dates or selected groups

6. You can also Organize by Responsibility to see comparison for same


group/person

6. You can also Organize by Responsibility to see comparison for same


group/person

42

Validate Reported Progress

Update

Analyze Variances

43

Update

1. Select VIEW, LAYOUT, NEW

1. Select VIEW, LAYOUT, NEW

2. Create PROGRESS layout

2. Create VARIANCES layout

3. Organized by Responsibility then by Stage/Phase with SubTotals

3. Organized by Stage/Phase with SubTotal

4. Percent complete reflected for each activity and group and sub-group

4. Columns formatted to list Variances from the 3 schedules (Baseline, Last


Update, Current) side by side for comparison

5. Compare to field inspection, daily reports, payment requisitions, etc.

5. You can also filter only those items that have changed or selected groups
6. You can also Organize by Responsibility to see comparison for same
group/person

44

Trends Custom Report

Identify Trends

Update

45

Update

1. Custom Report compares the Current and Target 1 Schedules

1. Make sure you have a TARGET 1 schedule designated (see page 29)

2. Organized by Stage/Phase with SubTotal

2. Select TOOLS, TABULAR REPORTS, REPORT WRITER

3. Summarized By Responsibility within Stage/Phase

3. Add a new Report

4. DURATION columns compare the total Original Duration vs. the total
Actual Duration and lists the difference

4. On the CONTENT tab add the columns and data exactly as shown above

5. FLOAT columns compare the Target Float vs. the Current Float and lists
the difference

5. On the ARITHMETIC tab add the calculations exactly as shown above


6. On the FORMAT tab make the entries exactly as shown above
7. On the SELECTION tab leave blank to include all activities

46

Performance Custom Report

Measure Performance

Update

1. Custom Report calculates summary percent complete for the Current


and Target 1 Schedules
2. Organized by Stage/Phase with SubTotal
3. Summarized By Responsibility within Stage/Phase
4. Determines the Planned Percent Complete (based on duration) from the
Baseline Schedule
5. Lists the Current Percent Complete from the current schedule
6. Run report at each update
7. Both values can be tracked in an Excel spreadsheet to produce a
cumulative curve comparison like the one shown above

47

Update

1. Make sure you have a TARGET 1 schedule designated (see page 29)
2. Select TOOLS, TABULAR REPORTS, REPORT WRITER
3. Add a new Report
4. On the CONTENT tab add the columns and data exactly as shown above
5. On the ARITHMETIC tab add the calculations exactly as shown above
6. On the FORMAT tab make the entries exactly as shown above
7. On the SELECTION tab filter out Hammocks and Milestones

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Acceptance

FIRST
UPDATE

SECOND
UPDATE

THIRD
UPDATE

FOURTH
UPDATE

Total No.Of
Activities

321

325

316

332

336

% Critical
Activities

32%

44%

42%

38%

--

-10

-8

-4

--

Critical Path
Total Float
Total %
Complete

0%

20%

45%

80%

100%

Project
Completion Date

3/01/02

3/15/02

3/13/02

3/07/02

3/06/02

Total Resource
Qty At Compl

11,560 hrs

11,640 hrs

11,720 hrs

11,740 hrs

11,710 hrs

Total Costs At
Completion

$1,250,000

$1,350,000

$1,400,000

$1,450,000

$1,375,000

Update

1. Develop and maintain a spreadsheet of the key statistics from the


baseline and each update

AP

BASELINE
SCHEDULE

CATEGORY

PR
OV
ED

Track Key Statistics

49

Update

1. Obtain PM/RE Support & Concurrence with recommendations / response

2. Provides perspective of the schedule progression or regression

2. Accepted As Noted: Revisions needed but they are not show-stoppers

3. List of items can be expanded to include other key data or values

3. Accepted: Approved as is
4. Reference P3 Filename, Submittal, Documentation, Narrative, etc.
5. Reminders Next Submittal, Cycle, Timing, Dos & Donts

50