16 March 2016

Why I No Longer Dread Morning Management Meetings On A Turnaround Project

How to Quickly and Effectively Develop S-Curves With Primavera P6 Project Data

I was working on TA project and was asked to provide S-Curve (Units and Cost) reporting for every morning management meeting.  The client wanted to observe project trends from a schedule and cost perspective for each unit, piece of equipment and also for various contractors.


To create such reports I had to dump the project information into a spread sheet from Primavera P6 at the end of each shift to record the history of actual and remaining activities. Then I had to group, sort and filter the data properly, as well as write a particular formula to develop the graphs based on different criteria.


Looking down the road this task was not exactly what I really wanted to spend my time on, especially since I couldn’t easily change the graphs filtering, grouping, and sorting during the meeting if some of the managers wanted look at something from another perspective. I constantly had to tell them that I would have to create the graph they were requesting and bring it to the following meeting, which was obviously not ideal.


To add to the frustration I have to admit that there were a couple of times I made errors in my formula and it took me a long time to fix. All of the graphs had their own formula and if I wanted to change anything I had to go to each graph and make sure everything was ok.


Finally things started to look up when the client decided to purchase Emerald’s EP-dashboard and EP-datawarehouse reporting solution. Life was immediately made easy for me!


With Emerald’s reporting solution in place I only needed to take a snapshot of the project at the end of each shift using EP-datawarehouse. I literally only had to change two project codes, press F5 and sit back while EP-datawarehouse snapshotted the latest status of the project. Once the snapshot was complete I could go to EP-dashboard and look at the graphs that I developed earlier along with the live data and filter and group it all however I needed it.


Now I love morning management meetings! I can show them the curves with various options for filtering and grouping. Creating the graphs has been simplified, there is less room for error, and I can answer their questions in the actual meeting instead of making them wait until the next one before I can give them what they need.

 

Below is an example:

 

S-Curve-Cost

scurve

 

Applied Filter

scurve

 

If you have any questions regarding reporting and Primavera P6 please contact us so we can talk to you about our EP-dashboard and EP-datawarehouse tools. I can’t believe the time I saved, not to mention the transparency the tools brought our client.

About the Author

Masoud Forouzi - Implementation Specialist

Masoud holds an Engineering Degree in Computer Hardware from Tehran University and is currently an active member of the Project Management Institute (PMI) with his completed PMP and scheduling professional certifications (PMI-SP).

 

Masoud is very interested in Project Management concepts and methodologies which is why he completed his “Applied Project Management” certificate from SAIT (Southern Alberta Institute of Technology) and is preparing to complete his PMI-RMP and PMI-ACP designations. He has designed and developed various systems such as procurement, chain material controlling and correspondence management for Oil and Gas companies to monitor and trace their projects, especially mega projects.

 

Masoud moved to Canada in 2012, and worked for Altus Group as a system designer and developer before joining Emerald Associates in 2013. He has been busy conducting open and on-site Primavera software and project management training courses for a wide variety of companies in Canada. He is also currently working with several companies on their P6 setup and usage initiatives, assisting with a wide variety of tasks related to software and methodologies.

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