primavera™ p6 advanced training for · pdf filecourse agenda ii primavera™ p6...

Plan Estimate Program Schedule Execute Update Performance

Safety Quality Wrench-time

Primavera™ P6 Advanced Training for

Shutdowns, Turnarounds & Outages A user guide, reference book and three-day training course written for Planners and Schedulers who wish to learn best-practice methods to plan, manage and control shutdown, turnaround and outage projects in the energy sector using Primavera™ P6

3 Day Event Instructed by Ej Lister

STONAVIGATOR™ Specialist

Day 1: Planning & Estimating

Day 2: Programming & Scheduling

Day 3: Execution Management & Control

CPM Solutions Ltd. presents

Copyright © 2013 CPM Solutions Ltd.

Please contact us for additional copies.

All rights reserved.

No part of this manual may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without written prior permission of the creator.

V1 - First printing 2007

CPM Solutions Ltd.

Head Office & Training Center

Suite #200 – 4170 Still Creek Drive

Burnaby, British Columbia

Canada, V5C 6C6

Phone: 1-604-294-1577 | Fax: 1-604-294-609546350 | www.cpmsolutions.ca CPM Solutions Ltd. and STONAVIGATOR™ provide industry with Shutdown, Turnaround, Outage and Engineering, Procurement and Construction products, services and training. Visit our website for more information: www.cpmsolutions.ca

http://www.ipecsystems.com.my/

http://www.cpmsolutions.ca/

Course Agenda i

Primavera™ P6 Advanced Training for Shutdowns, Turnarounds & Outages www.cpmsolutions.ca ©2013

Course Agenda Day 1 – Theme: Planning and Estimating

The theme for this session is Planning and Estimating, where the student will learn the rules of creating a plan and estimating its resource requirements. The student will learn to use the Field Planning Form prior to creating a layout in Primavera™ P6 and entering the plan within a specific Work Breakdown Structure bucket.

At the end of Day 1 the student will have a STO Project in Primavera™ P6 with several Worklist / Work Order Plans assigned to their appropriate WBS bucket, ready for the next session (Day 2) to begin Programming and Scheduling.

8:00am - 8:30am - Introductions and Course Overview

8:30am - 9:00am - Presentation – STO Project Methodology and Technology

9:00am - 10:00am - Exercise – Primavera™ P6 Lesson 1: Create your STO Project Logging-in and Navigating Create the EPS (Enterprise Project Structure) Create a STO Projects and Establish Defaults Creating OBS Responsible Manager

10:00am - 10:15am - Coffee Break

10:15am - 11:00pm - Exercise – Primavera™ P6 Lesson 2: Work Breakdown Structure

11:00pm - 11:30pm - Exercise – Primavera™ P6 Lesson 3: Creating Phase Calendars Template Pre, Shutdown, Mechanical, Startup, Post

11:30pm - 12:00pm - Exercise – Primavera™ P6 Lesson 4: Creating Activity Codes

12:00pm - 1:00pm - Lunch

1:00pm - 1:30pm - Exercise – Primavera™ P6 Lesson 5: Creating Layouts Planning, Scheduling, Updating

1:30pm - 2:00pm - Exercise – Primavera™ P6 Lesson 6: Managing Data

2:00pm - 3:00pm - Group Exercise – Creating a Work Order Task Plan Fill-out a FPF (Field Planning Form) for Stationary and/or Rotating

Equipment with logic, resources and estimates

3:00pm - 3:15pm - Coffee Break

3:15pm - 4:30pm - Group Exercise - Continued


Course Agenda ii


Day 2 – Theme: Programming and Scheduling

The theme for this session is Programming and Scheduling, where the student will learn the difference between them, and learn to create programming codes and how to assign them, both manually and globally. The student will learn the various methods of scheduling; how to apply them, and when to use them. The highlight of this session will be Dynamic Schedule Management (DSM) for driving, not monitoring their STO project.

At the end of Day 2 the student will have a STO Project in Primavera™ P6 that represents a Plan, in preparation for the next session of Execution Management and Control.

8:00am - 10:00am - Exercise – Primavera™ P6 Lesson 9: Creating Activity Plans Adding Activities Relationships (Predecessors and Successors) Copy Activity Plans


10:15am - 10:45am - Exercise – Primavera™ P6 Lesson 9: Adding Steps Creating Templates ROC (Rules of Credit)

10:45am - 11:00am - Presentation – Dynamic Schedule Management (DSM) Scheduling Methodology Scheduling Techniques

11:00am - 12:00am - Exercise – Primavera™ P6 Lesson 10: Prioritizing Work Orders Using Work Order Tasks Using Work Order Task Activities

12:00pm - 1:00pm - Lunch

1:00pm - 2:00pm - Group Workshop Exercise – The Execution Strategy Establish the Execution Strategy Shutdown, Mechanical, Startup Resources Management

2:00pm - 3:00pm - Exercise – Primavera™ P6 Lesson 11: Resource Levelling Optimizing the Plan Productivity Factors


3:00pm - 4:00pm - Exercise – Primavera™ P6 Lesson 12: Saving a Baseline

4:00pm - 4:30pm - Presentation – Execution Phase – Best-practices KPI’s: Safety, Quality, Efficiency


Course Agenda iii


Day 3 – Theme: Execution Management and Control

The theme for this session is Execution Management and Control, where the student will learn how to create reports for distribution (Daily Shift Reports) and analysis (Key Performance Reports) using the Primavera™ P6 Report Writer with Filters and Batch Printing. The student will create a new Layout for Updating while establishing the methodology for obtaining accurate and timely Field Updates.

The student will learn to update and using DSM (Dynamic Schedule Management) learn to produce a new Daily Shift Report (Plan) to accommodate the Field Execution Coordinators based on resource and asset availability.

At the end of this session the student will have a complete understanding of Planning, Estimating, Programming, Scheduling, Updating and Reporting to ensure an effective and efficient STO project with a combined effort of Planners, Schedulers and Field Execution Coordinators.

8:00am - 9:00am - Presentation – Earned-value Performance CPI and SPI Planned, Earned and Actual

9:00am - 10:00am - Exercise – Primavera™ P6 Lesson 13: Creating Reports Creating Report Groups Creating Shift Reports Creating Performance Reports


10:15am - 11:30am - Presentation – Updating and Progressing Activities (Shift Reports)

11:30am - 12:00pm - Exercise – Primavera™ P6 Lesson 14: Updating Activities Create an Update / Status Layout Updating and Progressing Establish a New Plan (DSM)

12:00pm - 1:00pm - Lunch

1:00pm - 2:00pm - Exercise – Primavera™ P6 Lesson 15: Earned-value Performance Performance Management S-curves by WBS


3:00pm - 4:00pm - Review – Questions – Certificates and Photos Course Evaluation Forms


Table of Contents

Primavera® P6™ Advanced Training for Shutdowns, Turnarounds & Outages www.cpmsolutions.ca ©2013

Course Agenda .................................................................................................................................. i Course Overview .............................................................................................................................. iv Flow of Lessons ................................................................................................................................ v

Instructor .......................................................................................................................................... vi

Common Shutdown and Turnaround Terminology and Definitions ..................................................... vii

Lesson 1: Create your STO Project ...................................................................................................... 1

Logging In .......................................................................................................................................... 2 Navigating ......................................................................................................................................... 3

Establish the EPS (Enterprise Project Structure) .............................................................................. 4 Establish the OBS (Organizational Breakdown Structure)................................................................. 5 Create a New Project Wizard ............................................................................................................ 6 Entering Project Name ...................................................................................................................... 7

Entering Project Start and End Dates ................................................................................................ 8 Entering Responsible Manager ......................................................................................................... 9

Selecting Assignment Rate Type .................................................................................................... 10 Running Project Architect ................................................................................................................ 11

Projects Window .............................................................................................................................. 12 Project Details ................................................................................................................................. 13 General Tab .................................................................................................................................... 14

Dates Tab ........................................................................................................................................ 15 Notebook Tab .................................................................................................................................. 16

Codes Tab ....................................................................................................................................... 18 Defaults Tab .................................................................................................................................... 19 Settings Tab .................................................................................................................................... 20

Calculations Tab .............................................................................................................................. 21

User Preferences ............................................................................................................................ 22 Admin Preferences .......................................................................................................................... 23

Lesson 2: Work Breakdown Structure ................................................................................................. 24

Work Breakdown Structure – Best-Practices ................................................................................... 25 Viewing WBS Elements ................................................................................................................... 28

Creating the WBS Hierarchy ........................................................................................................... 29 Exercise: Creating a Work Breakdown Structure ............................................................................ 30

Lesson 3: Calendars ........................................................................................................................... 32

Best- Practices – Phase and WBS Calendars ................................................................................. 33 Calendar Assignments .................................................................................................................... 34

Worktime Types .............................................................................................................................. 35 Global Calendars ............................................................................................................................. 36 Viewing a Global Calendar .............................................................................................................. 37 Adding a Project Calendar............................................................................................................... 38

Setting the Work Days ..................................................................................................................... 39 Setting Worktime for Phase Calendars............................................................................................ 40 Creating Resource Productivity Calendars ...................................................................................... 41 Workshop: Creating Phase Calendars ............................................................................................ 42 Workshop Results ........................................................................................................................... 43

Lesson 4: Creating Activity Codes ...................................................................................................... 45

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Table of Contents


Activity Codes .................................................................................................................................. 46

Creating Activity Codes ................................................................................................................... 47 Workshop: Creating Activity Codes ................................................................................................. 49

User Fields Overview ...................................................................................................................... 52 Defining a User Field ....................................................................................................................... 53

Lesson 5: Creating Layouts ................................................................................................................ 55

Layouts – Best-Practices ................................................................................................................. 56 Layouts in Primavera P6 ................................................................................................................. 57

Opening an Existing Activity Layout ................................................................................................ 58 Gantt Chart ...................................................................................................................................... 60 Activity Usage Spreadsheet ............................................................................................................ 61 Activity Network ............................................................................................................................... 62 Activity Table ................................................................................................................................... 63

Customizing a Layout ...................................................................................................................... 64

Selecting Columns .......................................................................................................................... 65 Using Hint Help in Columns Dialog Box .......................................................................................... 66

Displaying Activity Details ................................................................................................................ 67 Selecting Details Tabs ..................................................................................................................... 68 Saving Layouts ................................................................................................................................ 69

Workshop: Creating a Planning Layout ........................................................................................... 71

Lesson 6: Managing Data ................................................................................................................... 73

Project Documents .......................................................................................................................... 74 Creating a Document Record .......................................................................................................... 75 Files Tab .......................................................................................................................................... 77

Assigning a Project Document to an Activity ................................................................................... 78

Viewing Document Details ............................................................................................................... 80 Grouping Data ................................................................................................................................. 81 Group and Sort Dialog Box .............................................................................................................. 82

Grouping by Date ............................................................................................................................ 84 Collapsing/Expanding Grouped Data .............................................................................................. 85

Sorting Activities .............................................................................................................................. 86 Sorting Multiple Fields ..................................................................................................................... 87

Filtering Activities ............................................................................................................................ 89 Filters Dialog Box ............................................................................................................................ 90 Applying a Default Filter .................................................................................................................. 91 Creating a Filter ............................................................................................................................... 92 Using Multiple Filters ....................................................................................................................... 94 Applying the All Activities Filter ........................................................................................................ 95

Lesson 7: Resources, Productivity and Cost....................................................................................... 97

Roles and Responsibilities (OBS) – Best-Practices ........................................................................ 98 Roles and Responsibilities Sheet - Example ................................................................................... 99 Resources and Roles .................................................................................................................... 100 Scheduler/Programmer (Pitcher) Clock ......................................................................................... 101 Defining Roles ............................................................................................................................... 102 Prices Tab ..................................................................................................................................... 103


Table of Contents


Limits Tab ...................................................................................................................................... 104

Baseball Metaphor ........................................................................................................................ 105 OBS (Organizational Breakdown Structure) .................................................................................. 106

Resources – Best-Practices .......................................................................................................... 107 Defining Resources ....................................................................................................................... 112 Resource Details ........................................................................................................................... 113 Details Tab .................................................................................................................................... 114 Units & Prices Tab ......................................................................................................................... 115

Assigning Resources, Tools and Materials.................................................................................... 116 Workshop: Adding Resources, Tools and Materials ...................................................................... 117

Workshop Exercise – Work Order (Task) Planning & Estimating ...................................................... 119

Best-Practices - Planning .............................................................................................................. 120 Best-Practices - Estimating ........................................................................................................... 126

Equipment Network Logic (graphical) ............................................................................................ 140

Field Planning Form (example) ..................................................................................................... 141 Assigning Planners by Planned Job Package ............................................................................... 142

Field Planning Workshop Exercise ................................................................................................ 143

Lesson 8: Creating Activity Plans ...................................................................................................... 146

Tasks and Activities ....................................................................................................................... 147

Activity Components ...................................................................................................................... 148 Adding Activities using a Planning Layout ..................................................................................... 149

Adding Activities to Tasks .............................................................................................................. 150 Using Activity Details Tabs ............................................................................................................ 151 Assigning Activity Type ................................................................................................................. 152

Using Steps ................................................................................................................................... 154

Best- Practices – Creating Relationships ...................................................................................... 155 Network Logic Diagram ................................................................................................................. 156 Relationship Types ........................................................................................................................ 157

Relationships with Lag .................................................................................................................. 158 Creating Relationships in the Gantt Chart ..................................................................................... 159

Creating Relationships using Link Activities Feature ..................................................................... 160 Creating Relationships in the Activity Network .............................................................................. 161

Using the GoTo Feature ................................................................................................................ 162 Assigning Lag ................................................................................................................................ 163 Workshop: Creating Relationships ................................................................................................ 164

Lesson 9: Adding Steps .................................................................................................................... 166

Adding Steps to Activities using the .Planning Layout ................................................................... 167

Lesson 10: Prioritizing Work Orders ................................................................................................. 170

Creating Task Priorities ................................................................................................................. 171

Creating Task Priorities – continued. ............................................................................................. 172

Exercise: The Execution Strategy ..................................................................................................... 174

The Execution Plan - Best-Practices ............................................................................................. 175

The Execution Plan (example) ...................................................................................................... 176 The Execution Plan – OBS / WBS ................................................................................................. 181


Table of Contents


Lesson 11: Scheduling ...................................................................................................................... 183

Best-Practices - Scheduling .......................................................................................................... 184 Scheduling – Step-by-Step ............................................................................................................ 185

What is the Data Date? ................................................................................................................. 186 Total Float ..................................................................................................................................... 187 Circular Relationships (Loops) ...................................................................................................... 188 Scheduling a Project ..................................................................................................................... 189 Schedule Log ................................................................................................................................ 190

Constraints .................................................................................................................................... 191 Commonly Use Constraints ........................................................................................................... 192 Mandatory Start ............................................................................................................................. 193 Mandatory Finish ........................................................................................................................... 194 Activity Network Logic Dependant ................................................................................................. 195

Adding Notebook Topic ................................................................................................................. 197

Levelling Overview ........................................................................................................................ 199 Front Loading the Project .............................................................................................................. 200

Handling Resource Conflicts ......................................................................................................... 201 Setting Equipment (Task) Levelling Priorities ................................................................................ 202 Setting User Preferences prior to Levelling ................................................................................... 204

Levelling ........................................................................................................................................ 205 Selecting Resources ..................................................................................................................... 207

Adding Levelling Priorities ............................................................................................................. 208 Viewing the Levelling Log .............................................................................................................. 209 Analyzing the Leveled Project ....................................................................................................... 210

Workshop: Levelling (Optimizing the Plan) .................................................................................... 212

Lesson 12: Saving a Baseline ........................................................................................................... 217

Baselines ....................................................................................................................................... 218 Creating a Baseline ....................................................................................................................... 219

Categorizing the Baseline .............................................................................................................. 220 Assigning a Baseline ..................................................................................................................... 221

Viewing Baseline Bars ................................................................................................................... 222 Displaying Baseline Bars ............................................................................................................... 223

Customizing the Activity Table ...................................................................................................... 224 Saving the Layout .......................................................................................................................... 225 Bar Labels Tab .............................................................................................................................. 226

Lesson 13: Creating Reports ............................................................................................................ 229

Best-Practices - Reporting ............................................................................................................. 230 Reports Window ............................................................................................................................ 231 Run an Existing Report ................................................................................................................. 232

Run Report Dialog Box .................................................................................................................. 233 Print Preview ................................................................................................................................. 234 Printing Reports ............................................................................................................................. 235 Report Wizard ............................................................................................................................... 236 Create or Modify Report ................................................................................................................ 237 Select Subject Area ....................................................................................................................... 237 Select Additional Subject Areas .................................................................................................... 238


Table of Contents


Configure Selected Subject Areas ................................................................................................. 239

Adding a Filter to the Report .......................................................................................................... 240 Adding a Report Title ..................................................................................................................... 241

Generating the Report ................................................................................................................... 242 Print Preview ................................................................................................................................. 243 Saving a Report ............................................................................................................................. 244 Assigning a Report to a Report Group .......................................................................................... 245 Creating a Report Using the Current Layout ................................................................................. 246

Workshop: Building Reports in Primavera ..................................................................................... 250

Lesson 14: Updating Activities .......................................................................................................... 252

Best-Practices – Updating the Plan ............................................................................................... 253 The Data Date ............................................................................................................................... 254 The Updating Layout ..................................................................................................................... 256

Workshop: Create the Updating Layout ........................................................................................ 257

Progress Spotlight ......................................................................................................................... 258 Statusing Activities ........................................................................................................................ 259

The Data Date Filter for Layouts and Reports ............................................................................... 260 The Data Date Filter for Global Change ........................................................................................ 261 Updating Activity % Complete ....................................................................................................... 263

Lesson 15: Earned-value Performance (EvP) ................................................................................... 266

Best-Practices – Performance Management ................................................................................. 267

Project Controls ............................................................................................................................. 268 Trending Data ................................................................................................................................ 269 Key Performance Indicators and Status Data ................................................................................ 270

Index ................................................................................................................................................. 272

Course Evaluation – STO300 ........................................................................................................... 273


Course Overview iv


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Course Overview

This 3 day intensive training course is designed by STOnavigator™ Masters© for the individuals responsible for the planning, scheduling and execution management and control functions associated with shutdowns, turnarounds, outages and capital projects.

To maximize the effectiveness of Primavera P6™ for managing these projects we’ve designed a course that not only focuses on the ability to use the software effectively, it focuses also on providing best-practice management tools for effective estimating, schedule development and field execution to ensure your overall project meets you key performance targets associated with safety, cost, duration, worker efficiency and quality.

Attendees will learn how to properly develop a plan based on realistic estimates, how to apply productivity factors and measure performance, how to develop and manage a dynamic schedule using the Primavera P6™ levelling capabilities and how to get buy-in from field execution and operations coordinators during the outage.

Objective

The objective of this course is to provide instruction on navigating and managing data in the Primavera P6™ environment while teaching industry best-practices for planning, scheduling and executing an efficient shutdown, turnaround, outage or capital project.

Vision

The Planning Team will assist with establishing the Key Performance Targets and control the project to meet or exceed them.

Key Performance Indicators

Key Performance Targets Phase

Budget / Workscope Based on Risk/Cost Benefit Strategic Planning

Duration Based on Shutdown/Start-up and Longest-path

Planning and Scheduling

Safety / Environment

Zero Incidents Execution

Quality Zero rework, zero leaks Execution

Direct Wrench-time 55% Execution


Flow of Lessons v


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Flow of Lessons

The steps (lessons) outlined below have been purposefully sequenced in the progression in which a real-life STO project should be planned, scheduled and controlled:

Presentation: STO Project Methodology and Technology

Presentation: Planning, Scheduling and Field Execution Roles

Lesson 1: Creating a STO Project and Setting Defaults

Lesson 2: Creating the Work Breakdown Structure (WBS)

Lesson 3: Creating Phase Calendars

Lesson 4: Creating Activity Codes

Lesson 5: Creating Layouts

Lesson 6: Managing Data

Presentation: Worklist Management and Control

Presentation: Creating a Planned Job Package

Group Workshop Exercise: Work Order (Task) Activity Planning

Presentation: Resources and Productivity

Lesson 7: Resources and Productivity

Lesson 8: Creating Activity Plans

Presentation: Establish Key Performance Indicators (KPI’s)

Presentation: Defining the Execution Plan

Lesson 9: Adding Steps

Lesson 10: Prioritizing Work Orders

Presentation: Dynamic Schedule Management (DSM)

Lesson 11: Scheduling

Lesson 12: Saving a Baseline

Lesson 13: Creating Reports

Lesson 15: Updating Activities

Lesson 16: Earned Value Performance


Course Overview vi


Instr

ucto

r Instructor

Ej (Ted) Lister is an internationally recognized innovative leader and sought-

after Shutdown, Turnaround and Outage Navigator and Keynote Speaker and

Presenter; author of several books and manuals relevant to STO Best-

Practices. Gifted, patient and enthusiastic communicator and people-person;

projects are not successful, the project team is.

25 years of combined experience in the field and in the war-room. Certified Red

Seal Electrician and Instrumentation Technologist. Qualified Planner/Scheduler

and Project Controls Specialist with HR and Change Management

accreditations. Ej is the Editor of STO Navigator™ learning blog, contributing

weekly to share knowledge and experience to more than 10,000 visitors

monthly. In 2005 Ej published Successful Change Management and is currently

completing a High Performance Organization book Lead, Manage or Dig.

Favorite Quote: “Grown-ups invented work to keep playing together…”

[email protected]


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