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  • JUNE 2018 ORACLE PRIMAVERA P6 HOW TO IDENTIFY LAGSdrmcnatty.com/wp-content/uploads/2018/06/June2018HowToIdentifyLags2.pdf · of a lag and different ways to identify the presence of
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These tech tips are offered free of charge in the spirit of sharing knowledge with others. They do not include technical support, should you have a problem with them. We are always interested in how they can be improved, please do not hesitate to email us your comments. These tips have been thoroughly tested by our consultants in a variety of environments. Please read these tech tips thoroughly and be sure that you understand them before trying to use them. We cannot be responsible for issues that develop because of the configuration of your hardware, technical environment or application of the tech memos. If you are not sure, then we urge you to contact Oracle technical support or your local support consultant for assistance. Overview: When analyzing a P6 schedule if the logic is acting strange or erratic, it could be a lag preventing the activity from starting or finishing during the desired timeframe. This Tech Tip will look at the definition of a lag and different ways to identify the presence of lags in schedules. When a P6 user is able to view lags, they are now empowered to make a decision whether to modify or remove the lag entirely. The goal of this paper is to equip the reader with techniques providing increased visibility of lags in P6 schedules which will allow for: evaluation, modification, or deletion. Definition: A lag is a component of the predecessor or successor relationship that creates a delay. In a sense it acts like a constraint in FS relationship, not allowing the successor activity to start until the specified number of days has occurred. Schedulers are very talented and creative people, if you asked a large group of them what is the acceptable duration for a lag, certainly there would be a variety of different answers. Generally speaking, a lag should only be used for short durations, roughly 2 weeks (or less). DCMA guidelines have an indicator for activities with lags comprising 5% (or less) of all activities in the schedule. Schedules without sufficient detail such as summary schedules or high-level schedules might have valid reasons to use lags. This may help preserve the schedule cadence and flow, especially during the planning process when dates shift from quarter to quarter or year to year. For more detailed schedules, best practice is to use an activity. An activity allows for visibility in the Gantt chart and more description in the Activity Table. It’s also convenient to adjust the duration of an activity, compared to a lag. This will prove beneficial when changes inevitably occur to the project plan. • 5 day lag Activity 1 Activity 2 JUNE 2018 ORACLE PRIMAVERA P6 HOW TO IDENTIFY LAGS

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Page 1: JUNE 2018 ORACLE PRIMAVERA P6 HOW TO IDENTIFY LAGSdrmcnatty.com/wp-content/uploads/2018/06/June2018HowToIdentifyLags2.pdf · of a lag and different ways to identify the presence of

Thesetechtipsareofferedfreeofchargeinthespiritofsharingknowledgewithothers.Theydonotincludetechnicalsupport,shouldyouhaveaproblemwiththem.Wearealwaysinterestedinhowtheycanbeimproved,pleasedonothesitatetoemailusyourcomments.Thesetipshavebeenthoroughlytestedbyourconsultantsinavarietyofenvironments.Pleasereadthesetechtipsthoroughlyandbe

surethatyouunderstandthembeforetryingtousethem.Wecannotberesponsibleforissuesthatdevelopbecauseoftheconfigurationofyourhardware,technicalenvironmentorapplicationofthetechmemos.Ifyouarenotsure,thenweurgeyoutocontactOracletechnicalsupportoryourlocalsupportconsultantforassistance.

Overview:WhenanalyzingaP6scheduleifthelogicisactingstrangeorerratic,itcouldbealagpreventingtheactivityfromstartingorfinishingduringthedesiredtimeframe.ThisTechTipwilllookatthedefinitionofalaganddifferentwaystoidentifythepresenceoflagsinschedules.WhenaP6userisabletoviewlags,theyarenowempoweredtomakeadecisionwhethertomodifyorremovethelagentirely.ThegoalofthispaperistoequipthereaderwithtechniquesprovidingincreasedvisibilityoflagsinP6scheduleswhichwillallowfor:evaluation,modification,ordeletion.Definition:Alagisacomponentofthepredecessororsuccessorrelationshipthatcreatesadelay.InasenseitactslikeaconstraintinFSrelationship,notallowingthesuccessoractivitytostartuntilthespecifiednumberofdayshasoccurred.Schedulersareverytalentedandcreativepeople,ifyouaskedalargegroupofthemwhatistheacceptabledurationforalag,certainlytherewouldbeavarietyofdifferentanswers.Generallyspeaking,alagshouldonlybeusedforshortdurations,roughly2weeks(orless).DCMAguidelineshaveanindicatorforactivitieswithlagscomprising5%(orless)ofallactivitiesintheschedule.

Scheduleswithoutsufficientdetailsuchassummaryschedulesorhigh-levelschedulesmighthavevalidreasonstouselags.Thismayhelppreservetheschedulecadenceandflow,especiallyduringtheplanningprocesswhendatesshiftfromquartertoquarteroryeartoyear.Formoredetailedschedules,bestpracticeistouseanactivity.AnactivityallowsforvisibilityintheGanttchartandmoredescriptionintheActivityTable.It’salsoconvenienttoadjustthedurationofanactivity,comparedtoalag.Thiswillprovebeneficialwhenchangesinevitablyoccurtotheprojectplan.

•  5daylagActivity1

Activity2

JUNE 2018 ORACLE PRIMAVERA P6 HOW TO IDENTIFY LAGS

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HOW TO IDENTIFY LAGS

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HowtoidentifylagsinP6scheduleonaspecificactivity:Firstoff,let’sexaminetheActivityDetailswindow.UndertheRelationshipstab,thereshouldbeacolumnforlagsonboththepredecessorandsuccessorsides.Thesecolumnsarecustomizable,justliketheActivityTable.MakesuretheLagcolumnisclearlyvisible,rearrangebyright-clicking“customizeactivitydetails”ordragginganddroppinginthewindow.Thisviewprovidesalotofinformationastherecouldbelagontheactivitypredecessor,activitysuccessor,orboth.ActivityDetailwindowwilldisplayallthelagsassociatedwiththisspecificactivity.

IdentifyinglagsonallactivitiesinaP6schedule(s):UpdatestoPrimaveraP6EPPMfromversion16.1on,haveintroducednewcolumnscalled“PredecessorDetails,”and“SuccessorDetails.”TheseimprovementsnowallowtheUsertoviewLagsandtheirrespectivedurations,directlyintheActivityTable.Thisoffersamajoradvantage;nolongerdoestheUserhavetogothroughtheschedulelinebylinesearchingtheActivityDetailstofindtheLags.Italsoallowsformultipleprojectstobeviewedatthesametime.Lastly,justliketheregularActivityTable,thisdatacouldbecopiedandpastedtoExcel.Thisallowsforfiltering,sorting,andotherExcelfunctions.

CreatingareportrecognizinglagsinaP6schedule(s):NoteveryUserwillhaveaccesstothepreviouslymentionedtechnique.ForolderversionsofP6,ahelpfulreportcandisplaywhichactivitieshavelagsalongwiththeirrespectiveprojects.Aquickinternetsearchwillleadyoutoarticlesonthistopic,whichIusedtocreatemyfirstlagreport.It’sgreattoseeschedulerssharingsuchvaluabletechniquesandinformationrelatedtoourprofession.Inthatspirit,thestepsbelowwillquicklyandeasilyproduceatoolthatyoucanuseimmediately.

1. OpenthereportstabinP6byselecting“Reports,”fromtheToolbaricons(defaultlocationis

leftverticaledgeofscreen) additionally,reportscanbeaccessedthroughtheToolsmenu.

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HOW TO IDENTIFY LAGS

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Next,you’llwanttolaunchtheReportsWizard.Again,thereareafewdifferentwaystodothesamething:Toolbaricon(defaultlocationisrightverticaledgeofscreen) ,alsofromtheEdit

menu ,orbyrightclickingthemouse whichsubsequentlyliststhecommandforthe“HotKey,”Insert.

2. Forthesubjectarea,we’llwanttolookat“ActivityRelationships.”

3. Click“Next,”untilyougettoConfigureSelectedSubjectAreas.ThenselectcolumnstoarrangethereportjustasyouwouldarrangeanActivityTablelayoutorActivityDetailswindow.

***SpecialnoteforcolumnheadersPredecessorID/NameandSuccessorID/Name:thesewillallappearlistedgenericallyasActivityID/Name.Besuretotrackhowthereportisconstructed.***

4. ForGroup&Sortoptions,“Project”isrecommendedtoenabletheopeningofmultipleprojects.

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HOW TO IDENTIFY LAGS

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5. Filteron“Lag,”sothereportwillonlyshowactivitieswithlag.

6. Createatitleforthereport,andthenrunthereport.Thefinalstep,andoneofthemost

important,istosavethereportsoitcanbeaccessedagain.Finally,clickFinishandyouaredone!Belowisasamplereportofthetestproject.

Summary:Oneofthemostdifficultaspectsoflagsinascheduleisthelackofvisibility.Thiseditionoftechtipsoffersvarioustoolstoassessandanalyzethepresenceoflagsinaparticularscheduleorschedules.Onceidentified,theschedulerwillbeabletodetermineifthelagsrequiremodificationorremoval.


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