Managing the P6 Schedule From An Owner’s Perspective

April 23, 2012

Raquel Speers Shohet, PSP, Vice President

Hill International

Raquel Speers Shohet, PSP

• Degree: BS – Civil Engineering

• University: University of Nevada, Las Vegas

• Years of Experience: 22

• Professional Field: Construction

• Something you do not know about me: I was goalkeeper for University of California, Irvine Women’s Soccer Team

Speaker Biography

7 Challenges for Enterprise Software Rollout

• Understanding the Technology

• Getting past the Software Sales Pitch

• Re-thinking Processes

• Standardizing the Processes

• Training New Processes

• Executive Buy-in

• Commitment

4 Steps for a Successful Rollout of Best Practices

• Define the Processes

• Design the Processes

• Develop the Processes

• Deliver the Processes

1. Process Definition and Current Environment Analysis a. System Definition

Scheduling Specification at Implementation

Scheduling Appendix

Schedule Department Roles and Responsibilities (SOP)

b. Enterprise Database Configuration System Installation

License Purchase Recommendation

CM – approx $2500/license including maintenance

PM Web – approx $3,300/license including maintenance

Phase 1

Minimum Scheduling Requirements

Scheduler Qualification Requirements

Scheduling Software Requirements

Schedule Acceptance

Critical Path Method

Work Breakdown Structure (WBS)

Float

Calendars

Durations

Relationships

Contingency Time

Change of Contract Time

Submittal, Procurement, Delivery Activities

Testing, Training, & Startup Activities

Miscellaneous

Phase 1- Considerations - Scheduling

Specification Sections

BMP Specifications-Owner

8

BMP Supplementals-Owner

9

BMP Supplementals-Owner

10

State DOT Specification 1.6 Baseline Construction Schedule

C. Schedule Submission

Notice of Award

Within 14 cd of Notice

of Award

Submit Baseline Plan

CPM

Engineer review & return

Within 7 cd of Receipt

Complete Baseline

Schedule and Obtain

Engineer Acceptance

Within 30 cd of Notice of

Award

4. “No progress payments are made Before the Engineer accepts the

baseline Construction schedule.”

2. Process Design and System Access a. Corporate Wide access to scheduling system

Database set up and Installation Process Flow Charts

Consideration for EPS Project Grouping

Security Profiles and Privilege Definitions

User Assignments and Security Profiles

b. Web Access and Dashboard Analytics User List

Phase 2

OWNER 1 Owner 1 Master Schedule

Security Profiles

GS-01 Users by Global Security Profile Admin Superuser

Administrator

View Global Data

PS-01 Project Security Profile Privileges SUPERUSER, MANAGER, VIEW DATA

Edit details, WBS, Expenses,

Schedule Project

Maintain Baselines

Run Global Changes

Etc,

Phase 2

3. System Integration of Oracle Project Management/ Contract Management

a. Integration and Functional Testing

b. Training Documentation

c. Dashboard Analytics

d. Visible Contract Management Data

Phase 3

Phase 3

Phase 3

4. Live Integration of External Data and Final Process Delivery a. Consultant/ Contractor Access Security

b. Acceptance Review

Phase 4

Brief Introduction to Product

Oracle's Primavera P6 Enterprise Project Portfolio Management (PPM)

All projects reside in one database to allow for cross project analysis and reporting MASTER SCHEDULE

P6 Enterprise Scheduling

Project Management is a secure system and requires users to have a login name and password to both read and write to each database. Each user has certain access rights to allow database modification at

the project level as well as the database or global level. (The user login name and password are assigned by the system administrator.)

P6 Enterprise Scheduling

The hierarchical structure starts with the enterprise at its highest level and the activity at its lowest level

P6 Enterprise Scheduling

Data Imported

‘Sandbox’ Data

Verified

Data Revised

Revision Required ‘Production’

No

Yes

P6 Enterprise Scheduling

• Scheduling System Integration Considerations

– Import Templates

– Integration with Primavera P3™

– Integration with Microsoft Project™

– Integration with other Primavera P6™

P6 Enterprise Scheduling

• Calendar Types

– Global

– Resource

– Project

• Work Periods

– Important – P6 is always calculating to

the minute.

26

P6 Enterprise Scheduling

• Schedule Log

• Claim Digger

• Tabular Reports

27

P6 Enterprise Scheduling

One Step Further ……… Risk Management

• Documentation • Thorough understanding of contract requirements • DOCUMENTATION • Well thought out procedures • D-O-C-U-M-E-N-T-A-T-I-O-N • Good working relationship between all parties • D-O-C-U-M-E-N-T-A-T-I-O-N

Keys to Success

P6 Implementation Benefits

• Corporate Standardized Processes

• Consistent Project Roadmaps

• Consistent Tracking and Analysis

• Effective Risk Management

• Enhanced Executive Oversight

• Enterprise Reports and Metrics

• Early Issue Identification and Resolution

• Implementation of BMP

• Project Controls Standardization

• Documentation

• Contract Awareness

Conclusion

Questions & Answers

Hoping that you can use these implementation and execution lessons learned outlined in this presentation to

develop schedules quickly and efficiently using

Primavera P6™

Thank you

Raquel Shohet Vice President Operations- Southwest Region

Hill International raquelshohet@hillintl.com

(702) 515-7490