making p6 move in ready and adoption easy - oracle primavera p6 collaborate 14

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REMINDER Check in on the COLLABORATE mobile app Making P6 Move-in Ready and Adoption Easy Prepared by: Elaine Britt Krazer, PMP Align Projects, LLC Strategy + Chains = Success Get ready before you aim to use P6! Session ID#: 15439

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Page 1: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

REMINDER

Check in on the

COLLABORATE mobile app

Making P6 Move-in Ready and Adoption Easy

Prepared by:

Elaine Britt Krazer, PMP

Align Projects, LLC

Strategy + Chains = Success

Get ready before you aim to use P6!

Session ID#: 15439

Page 2: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

Session ID #: 15439

Session Title: Making P6 Move in Ready and

Adoption Easy

Date: 4/9/2014

Time: 08:30 AM - 09:30 AM PDT (local Las

Vegas time)

Room: Level 3, Murano - 3302

Session ID #: 15429

Session Title: Earned Value and P6

Date: 4/8/2014

Time: 03:00 PM - 04:00 PM PDT (local Las

Vegas time)

Room: Level 3, Murano - 3303

Administrative settings that are strategically focused toward end goals are one link in a chain of features that collectively make P6 functional, but incorrectly designed chains of features can shackle an organization. Get ready before you aim!

Earned Value brings a new perspective to an organization, a clearer understanding of progress and success. EV also brings an entirely new way of managing Primavera. So many myths and miscommunications need clarity surrounding Earned Value. This presentation examines earned value for every user of P6 from small subcontractors all the way up to detailed governmental compliance.

Page 3: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

WELCOME!

This is a subtitle or bulleted list

Page 4: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

Strategic Planning? Why does that affect P6?

■ Primavera is often adopted by companies seeking to accomplish organizational goals through projects

■ At the very least projects are the core of a major revenue stream (which is why anyone is in business)

▪ An organization should know what it does, who it serves and

has “wishes” where it wants to be

— Financial goals

— Position in market

— Exit strategy

▪ Typically daily operations are not enough to achieve wish list

items

▪ Projects are adopted to address wish list items

Page 5: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

Strategically Align Your Schedules

Wait? I get that strategy and projects are linked…

But you said Schedule?!

The schedule is the core of a successful project

■ Drives today’s assignments based on yesterdays’ accomplished work

■ Answers “What now”

■ Prioritizes our work for us

■ Gives out assignments for us

■ Uses trend and analysis for us

Page 6: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

Schedule? Why does that affect Project Outcomes?

■ “We used to do without it”

■ “Its just a report”

■ “Its not attached to the reality

of the actual project”

■ The CORE of the project is

the P6 schedule

Questions? Answer!

Page 7: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

Schedule? Why does that affect Project Outcomes?

■ “We used to do without it”

■ We used to hurt, waste and

miss, too

■ We used to have money,

resources, time

■ We used to be smaller

■ We have new goals

■ We used to have no

competition

■ WE MUST DO MORE WITH

LESS

Questions? Answers!

Page 8: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

Schedule? Why does that affect Project Outcomes?

■ “Its just a report”■ Rear view mirror approach is costly,

▪ Catches conflicts and changes too late

▪ Surprises stakeholders

▪ Takes non-value added time

▪ Erodes the scheduler status and

profession

▪ Is old school, not as efficient as

today’s best practices

▪ DOESN’T MAKE FULL USE OF THE

POWER OF P6

Questions? Answers!

Page 9: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

Schedule? Why does that affect Project Outcomes?

■ “Its not attached to the reality

of the actual project”

■ WHY NOT?!?!?!

■ Update cycle too long

■ Info not gathered correctly or

fully

■ Too cheap to buy a scheduler,

especially a good one

■ Scheduler role seen as

administrative, not analytic

■ Old school, not informed of best

practices or experienced a good

schedule’s effectiveness

■ Waste of money on P6

Questions? Answers!

Page 10: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14
Page 11: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14
Page 12: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

They don’t want the project to move…but projects DO move!

We assume we know dates, but P6 tells us dates we don’t know…and it is based on progress.

Tell P6 what you know, it tells you what next before you know it.

Page 13: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

REMINDER

Check in on the

COLLABORATE mobile app

So now we know we need P6 and a schedule…let’s set it up!

Pre Work

Global Settings

All subsequent settings

Page 14: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

Pre Work– GET READY!

■ Industry, role, why P6

■ Strategic Plan

■ Contracts and type

■ Workflow (PROJECT not

PRODUCT)

■ Roles for each step

■ Reports we rely on

■ Data we wish we had so we

can make better decisions

■ Future plans for P6

■ Cost decision

■ Risks, issues decision

■ Chains

■ Which projects to input

■ Settings and setup

■ Improvements and cycle

times

■ Training and security

■ Admin settings, layouts,

views, and communications

■ Integrations, settings and

licensing

Page 15: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

Global settings—GET SET!

■ EPS-OBS alignment

▪ Security

▪ Summary data needs

▪ Efficiency

■ Admin settings

■ Project and WBS templates (settings)

■ Resources, Roles

■ Codes—a few is better than many

■ UDF—none is better than some

■ Costs prep

■ Risks, issues decision

Page 16: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

Other settings—AIM!

■ Settings at global, eps, project, wbs, activity, step, resource and USER levels

■ Backups, restoration, training

■ Role-based step by step for each part of the process

■ Serves as pilot for P6 setup

■ Serves as BOT

■ Previews for each level of the organization WIIFM

■ Provides marketing opportunities for the upcoming adoption

Page 17: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

GO! (adopt it, use it, keep it clean!)

■ Use the process, even if it is a bad one

▪ Data tells you what to fix or enhance

▪ Data gives you proof to go to management

with requests

■ Follow input cycles with precision

■ Don’t be afraid of the truth P6 tells

■ Baseline is stable, no project is

■ Stop light reports have red on them

■ Bad news gets worse

■ Schedule view = Site view

■ Respect the scheduler and schedule

■ Have a disciplined change system

Page 18: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

Adoption elements

■ Senior, higher-level support

■ Licensing appropriate

■ Training is applicable, relevant, accessible and mandatory

■ Documentation available, guided, short, use-case, maintained

■ Management understands value, or is made to accept it

■ Users use it as prescribed

■ Users are heard in a forum

■ System is technically stable, speedy, available

■ Marketing is done ahead of time

■ As many team members as can be, should be

■ Meetings are not beatings and have no paper

Page 19: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14
Page 20: Making P6 move in ready and adoption easy - Oracle Primavera P6 Collaborate 14

Please complete the session evaluationWe appreciate your feedback and insight

You may complete the session evaluation either

on paper or online via the mobile app

Elaine Britt Krazer, PMPOracle certified implementation Specialist

Oracle Partnerwww.AlignProjects.com