project management prism

Presenter:Lateef M. Dalyldaly@aresprism.com

Integrated Approach to De-Risking Mega Rail Projects

• Use of an Integrated Project Management Platform

INTRODUCTION:

• Real Time & Flexible Reporting

• Robust & Live Change Management System

• Common & Intelligent Group Coding & Attributes

• Integrated Work Breakdown Structure (the project backbone)

KEYS TO SUCCESS:

• Supported & Driven Implementations of £30-50B of Rail work in UK alone

• Crossrail, London Underground, Transport For London, Network Rail, High Speed 2, URS, Bechtel, CH2M Hill, Laing O’Rourke, Ferrovial, Atkins, Volker Rail, AMEC, Turner & Townsend, Deloitte, PWC, etc .

Overview

ORGANIZATION : ARES Software UK – PRISM G2

NAME : Lateef M. Daly

RESPONSIBLE: Europe & Middle East Region

BACKGROUND:

SPECIALIZATION : Project Cost Management, Performance Measurement & System Integration

• Tools that Underpin Processes / Drive Project Maturity

Crossrail ProgrammeCrossrail, the new high frequency railway

for London and the South East,

implemented PRISMG2 to integrate and

support the project controls processes for

this critical, 21-kilometer route through

London with estimated project cost at

£14.2 billion.

Highlights:

• Largest Infrastructure project in

Europe

• 37 stations, 8 new sub-surface

stations

• 21 kms of new twin-bore tunnels

under central London

PRISMG2 provides :

• Single Point of Truth

• Common & Consistent Tracking &

Reporting Across the Enterprise

• Integration with existing applications

• Custom Reports & Live Validation

Checks

• Change Management with Approval

Workflow

• 250 Users of Cost & Change Mgmt

“How do you change the face of London without successfully managing change”

London UndergroundHighlights:

• SUP Programme

• £4.9B Project

• Line Upgrades & Modernization

• PRISMG2 provides:

• Cost & Performance Mgmt

• Change Management

• Engineer Progressing

• Web Based Dashboards

• Remotely Hosted Desktops

• SSP Programme

• £200M worth Projects

• 70+ Projects / Stations

• PRISMG2 provides:

• Estimating Module

• ARES Hosted Remote

Desktops

• Northern Line Extension

• +£600M

• PRISMG2 provides:

• Cost & Performance Mgmt

• Change Management

High Speed Rail 2 (HS2)Highlights:

• £30-50B of Scope

• Follow on to Channel Tunnel Rail Link

• Two Main Phases

• Phase 1: London to West Midlands

• Phase 2: Midlands to Leeds &

Manchester

• Potential Third Phase

• Phase 3: Potentially New Castle

Edinburgh, Glasgow

• PRISMG2 provides:

• Estimating

• Cost & Performance Mgmt

• Change Management

Phase 1

Phase 2

Highlights:

• Stafford Area Improvement Programme

• Smaller JV Project– £250M

• Increase Rail Passenger Capacity and

faster train service on the UK’s West

Coast Mainline

• PRISMG2 provides:

• Cost & Performance

• Change Management

Network Rail - SAIP Programme

Earned Value Performance Data

Time-Phased Budgets

Basis of Estimate

Schedule Integration

Accounting Data

Commitments

Risk Data

Funding

Change Management

Analysis & Reporting

Bottoms-Up Estimating

Stored Unit Pricing

Application of OH’s / Rates / Escalation

Time Phased Pricing

Time-phased Engineering

Deliverable Status & Tracking

Progress & Performance

Forecasting & Unit Rates Analysis

(EPPR)

RFQ and PO Mgmt.

Procurement Scheduling

Shipment Expediting

Supplier Evaluations

Manage Changes

RFP & Contract Mgmt.

Contract Scheduling

Punch List Tracking

Vendor Evaluations

Contract Progressing

Manage Contract Change

Time Phased Construction Deliverables

Track Progress & Performance

Installed Quantities

Forecasting & Unit Rates Analysis

(QURR)

Project Lifecycle Management

Integrated Coding Structure

ESTIMATE(Original Baseline)

COST /BUDGET

SCHEDULE

DEFINE SINGLE INTGERATED

WBS or CODING STRUCTURE

* Provides integration &

traceability from

Original Baseline

Estimate and our

operating Budget /Cost

data, which is then time

phased with the

Schedule start & finish

dates

Estimate Level 1

EstimateLevel 2

Estimate Etc…

EstimateEtc…

Estimate Etc…

Estimate

EstimateLevel 2

EstimateLevel 2

Plan Level 1

PlanLevel 2

Plan Etc…

PlanEtc…

PlanEtc…

Schedule

PlanLevel 2

PlanLevel 2

Plan Level 1

PlanLevel 2

Plan Etc…

PlanEtc…

PlanEtc…

Cost & Reporting

PlanLevel 2

PlanLevel 2

Cost & Performance

Mgmt. Tool:

Control Account

PRISM Level 1

PRISM Level 2

PRISM Level 2

PRISM Level 2

PRISM Etc…

PRISM Etc…

PRISM Etc…

Identify Common

Integration Point

Single Integrated WBS

ERP (SAP,

Oracle, etc)

Earned Value /Project Performance

Contract Targets (NEC)Current Control BudgetEAC Forecast (or AFC)

BCWSBCWPACWP

CPISPI

Etc…

Single Source Integration- Inputs & Outputs

Master ScheduleStart Date Finish Date

Time phasing

EstimateOriginal Baseline Budget

Cost, Hrs, Qty

Change ControlScope ChangesComp Events

Budget TransfersTrends / Fcst Changes

Cost Engineers / Delivery Mgrs

Variance ExplanationsPerf Related Input

Contractor Input% Complete

ACWP / Accruals Qty’s

Forecast

ERP / AccountingInvoiced ActualsCommitments

Cost Performance Management Tool

Dashboards

Data Warehouse

Live Custom Reports

Ops

Land & Prop

Indirect

West Central

Talent & Resources

East Project Wide Surface

On Network Works

System Wide

Design

Prgm Lvl

Contingency

Lvl 3

–C

on

trac

tLv

l 2 –

Pro

ject

Lvl 1

-A

rea

Tunnels West

Farringdon

Bond St Pudding Mill Lane

Liverpool St

Canary Wharf

C502 – LIS Station

C248– Pudd Mill Port Civ

TBM Rec/Cable

RP4 Indirects

OSD Recharges

X001 - Board Contingency

X02A - Prgrm Contingency

C300 – Tunnel West (Drive X)

C4121– BOS Piling & Walls

C435 – FAR Main Station

C248-030 : Cut & Cover Tunnel Sections

C248-030-002 - Diaphragm Wall North

CROSSRAILMANAGEMENT

CROSSRAILWEST

CROSSRAILCENTRAL

CROSSRAILEAST

CROSSRAILPROJECT

WIDE

CROSSRAILSURFACE

CROSSRAILTECHNNICAL

Lvl 4

–A

ctiv

ity

G

rou

p

Lvl 5

–A

ctiv

ity

/ C

on

tro

l Acc

t

*Representative Sample Only / Not Complete WBS

Additional Two Levels:

Deliv Contingency

PRISM G2 : CROSSRAIL ENTERPRISE STRUCTURE

PR

ISM

Pro

ject

Sample Integrated WBS Structure

2CE-P043-C248-030-002 : C248 - Diaphragm Wall North

P043

C248

C248-030

C248-030-002

L1 – Project :

P043 – Portals & Shafts

L2 – Contract :

C248 – Pudding Mill Lane Contract

L3 – Activity Group:

C248-030 – Cut & Cover Tunnel Sections

L4 – Activity :

C248-030-002 : Diaphragm Wall North

Sample Control Account

2CEL01– Area :

2CE - Central

Mas

ked

Gro

up

Co

de

s:

Control Account:

Tabular Performance Reports

Current Period To Date At Complete

DETAILED DRILL DOWN: Group & Summarize by any combination of your group codes

HIGH LEVEL SUMMARY

Histogram & S-Curve Reports

16

Hours

Report : Graphical

Executive Summary

Custom Period Performance Report - Crossrail

Period End ADR Report:

2) Pivot Table Drag & Drop Functionality

1) Live Real Time Performance Data

• Live Report• Custom Calculations• Custom Header

2) Pivot Table Drag & Drop Functionality

1) Automated Live Real Time Performance Reporting

Custom Period Performance Reports - Generic

3) Also provide performance trended Forecast & Variances for Comparison & Analysis

Cost Data Validation:

Time Phasing Validation:

Customizable Cost Validation Reports

* Control Account ID , Control Account Owner, Data Anomaly or Error

* Control Account Total, Time Phasing, and Delta (Remaining to Phase

PRISM REPORTING

CHANGE MANAGEMENT

BUDGET

(DAY 1)

FORECAST

(DAY 1)

ORIGINAL

BASELINE

BUDGET

or

ORIGINAL

ESTIMATE

Approved

Budget

Changes

(+ , - )

Resolved

Forecast

Changes

(+ , - )

Current

Approved

BAC

Current

Forecasted

EAC

Incrementally

Funding

Adjustments

Current Funding

or Investment

Authority

FUNDING

(DAY 1 :

Released &

Un-Released)

BY PERIOD:

PD-01:

*** £

*** £

Trends,

Transfers, P50 Risk

Budget Transfers,

Awards, ICE’s,

Sponsor Changes

Ch

an

ge M

gm

t. M

od

ule

BASELINEPERFORMANCE MEASUREMENT

BUDGET & FORECAST

FINANCIAL

BUDGET /

FUNDING

Incremental Releases

& Re-Alignments

PD-02 :

*** £

*** £

PD-03 :

*** £

*** £

Building Your PMB & Managing Change

Period 02 :

Budget Forecast Funding

P02_00001 £ 10 £ 15 £ 10

P02_00002 £ 10 £ 20 £ 15

P02_00003 £ 5 £ 5 £ 5

Period 02 Report £ 125 £ 140 £ 130

CURRENT TOTAL £ 140 £ 145 £ 150

Period 03 :

P03_00001 £ 5 £ 5 £ 10

P03_00002 £ 10 £ 10

Period 03 Report £ 140 £ 145 £ 150

Period 01 : Orig Baseline: £ 100 £ 100 £ 100

Period to Period Traceability

* Complete Traceability from Period to Period for Budget, Forecast, and Funding

Board / Programme Director

Delivery Director

Programme Director Finance Director

Business Manager

Project Director

Business Manager

Project Director

Project Director

Business Manager

Business Manager

Project Director

Business Manager

Project Director

Business Manager

Project Director

Business Manager

Project Director

Technical Director

Project Manager

Bo

ard

Dir

ecto

rsSe

nio

r M

anag

emen

t P

roje

ct

Mgr

sC

Es/

SMEs

Cost Engineers

Project Director

Programme Controls Director

Project Director

Business Manager

Review & Approval Routing Hierarchy

Initiate Change

Review & Approve

AP

PR

OV

AL

AU

THO

RIT

Y

BUDGET FORECAST FUNDING / IA

Finance Team

Delivery Accounts

Contingency

Delivery Teams & Managers

Sr Managers & Directors

Risk Risk Team

Ownership of Accounts

CONTROL ACCOUNT TYPES

Crossrail Customizable Change Register

Budget

Forecast

Funding

Pivot Table Drag & Drop Functionality

Change Record Details, Status, Period Posted

* Who’s Holding up Approval & for How Long?

Live Custom PRISM Change Routing Report

Unresolved Change Record ID & Descriptions

Change Owner / Creator

Current Reviewer / Approver, date received & length in inbox

ADDITIONAL FUNCTIONALITY

PRISMG2 Estimating –Simple Excel-like Views

Excel-like Functionality- Drag & Drop- Move and sort columns- Click on cell for formula- Column Totals- Identifies sources (d/b, plug-in)- Cut & Paste to any MSOffice app.

Estimate Knowledgebases –Drag & Drop to Build your Estimates

Assess Several Options and Optimize the Scopeof your Projects!

Subscribe to one or more knowledgebases and start building estimates easily!

Class 3 Use Commercial Data to build Estimates

Estimate BID Preparation Use 2D Drawings for Takeoffs

Perform QuantityTakeoffs on 2D!

PRISM-G2 Estimating 2D module for takeoffs on drawings:- PDF- DWG- DXF- DGN- JPEG

Class 2 Forced Bids with not full information

GIS 3D Modelling

BIM Estimating Functionality

BIM Side by Side Comparisons

Estimate GIS & BIM

Customizable Dashboards

Engineering Master Documents

Control Accounts

Engineering Accounts

Engineering Accounts

Engineering Master Documents

Engineering Sub Documents

Engineering Orphan Documents

Document Milestones % Complete

Initiate 5%

Draft 40%

Final Issue 80%

Approved 100%

Engi

nee

rin

g M

od

ule

Co

st M

od

ule

Resource Only Activities

Engi

nee

rin

g D

ocu

me

nts

Engi

nee

rin

g A

cco

un

tsM

ilest

on

es

(Ru

les

of

Cre

dit

)

Physical Progress of Engineering

Schedule Based Progress from P6 or

MS Project

36

Hours

Report : Graphical

Report : Engineering Milestones

Control Accounts

Progress Accounts Progress Accounts

Progress Items

Rules Planned Qty QtyCompleted

% Complete

Receive 10 10 100%

Set 10 3 30%

Align 10 0 0%

Test 10 0 0%

Accept 10 0 0%

Co

nst

ruct

ion

File

d P

rogr

essi

ng

Mo

du

leC

ost

Mo

du

le

Schedule Activities

Pro

gres

s It

ems

Pro

gres

s A

cco

un

tsR

ule

s o

f C

red

it

Physical Progress of Construction

Schedule Based Progress from P6 or

MS Project

Mobile Field Progressing• Mobile Management of Rules of Credit

• Mobile Field Progress of Construction

Progress Gantt Chart

Field Productivity Curves

Remote Desktop Hosting

• Provides Access via web based platform• Scalable to number of users• Eliminates the need to install on client’s own infrastructure

Summary

• Out of the Box Functionality inline with Earned Value & Project Performance Guidelines

• Disbursement of Responsibility & Ownership• User Accountability• Single Source of Data for Reporting & Analysis• Improved Data Integrity & Accuracy• Proactive Data Validation & Reconciliation• Live Incorporation of Change Data• Improved Process Adherence• Reduced Period End Reporting Cycle• Increased Confidence in Data • Focus on Performance & Project Management

Prism G2 Customers

Canada