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Primavera P6 and Contract Management Together: True Program Controls in the Utility Industry

Prepared by:

John Moorman

POWER Engineers, Inc and

Warren Krueger

LoadSpring Solutions, Inc.

Session ID#: 15480

Topics

■ POWER Engineers, Inc. Introduction

■ Program Component Summary

■ Shaping Program Management to Fit

■ Extracting P6 and PCM Data for Custom Reporting

■ Working with BI Publisher

■ Program Document Management

■ POWER360

■ License Allocation Support

Consulting engineering firm specializing in needs of energy industry.

1,700 employees, 30+ offices nationwide.

Ranked among top 3 transmission/distribution engineering firms for past 10 years.

Offers complete multidiscipline engineering, environmental, construction management and

program management services.

Experience includes

some of the largest

transmission

projects in the

country

POWER Engineers, Inc.

Program Component Summary

Program management – your way Shaping expertise, process & tools to fit your program needs

Program Management

Safety

Schedule Management

Engineering

Communications & Document Management

Construction Management

Procurement

Cost Estimating

Contract Management

Program Information

Management (POWER360™)

Planning & Integration (PEP)

Risk Management

Testing & Energization

Project Closeout

Construction Inspection

Project Management

Quality Management

Environmental & Regulatory

Materials Management

Real Estate/ROW

Cost Management

Program Requirements Program Team Design Interfacing Process & Tools

√ √ √

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√

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P6/PCM and POWER360 Integration

Innovative Integration with BI Publisher

■ Simplified data extraction when you can get the data out of P6 and CM using BI Publisher.

▪ Output to XML format

▪ Schedule extracts using BI Publisher Scheduler

■ Demonstration

▪ Extract How-To’s using BI Publisher

BI Publisher “Gotchas”

■ Query samples from Primavera P6 and Primavera Contract Management

■ Versions

■ P6 Extended Schema

■ Data Volumes for Time Phased Data

■ New Program Setups

Program Dashboards

Document Management

Access = all project libraries and folders Access = only projects assigned

PDF Reports Sent to Program Document Management Platform

P6 EPPM

Primavera Contract Management

BI Publisher 11g

Standard Folder Structure

SFTPSFTP

Batch Routine(Append file date to

filename)

To SharePoint(weekly)

DMZ

Public Folders

Outage Management

Contractor Progress Status

Trends

Trends:

■ Downsizing/Lean

operations

■ Major capital programs

■ Clients are Ill equipped

to deliver

The traditional program delivery model Delivering engineering excellence through the program lifecycle

Owner Operations Engineering Regulatory Environmental Real Estate Constr. Super

PMO Contracts Procurement F&A

Planning

Operations

Safety

Engineering

CM

Construction

Environment

Co

mm

issi

on

ing

Dev

elo

pm

ent

Pro

cure

men

t

Owner’s Engineer

Project Management

Owner contracts, integrates and manages

component projects

Owner performs key functions in-house

T&D Delivery Lifecycle

Our focus is delivering excellent

engineering

The program management delivery model Building on a strong partnership to deliver full program objectives

Program Management

Engineering

Constr Mgmt

Construction

Environment

Co

mm

issi

on

ing

Owner Operations

Dev

elo

pm

ent

Pro

cure

men

t

Owner’s Engineer

Project Management

Integration Project Mgmt Controls Risk Mgmt Contr Mgmt

Planning Info Mgmt

Owners searching for a program support model

that works for them

Don’t want to hand-off control - cautious of “program

management” model, want integrated team

Forms of Program Support: OEC+ OE/CM Project Management Services Project Planning & Mgmt Services

T&D Delivery Lifecycle

Owner expected benefits achieving in-service dates, budgets and cash flow forecasts

■ Standardized processes for project management

■ Increased visibility through on-demand portfolio level reporting

■ Financial controls for improved forecasts and variance analysis

■ Tight integration with Owner team

■ Mitigate risks through effective risk response planning

■ Improved information flow between outside parties and internal resources

■ Integrated master schedule & milestone tracking

■ Improved contractor management and change control

■ Better outage planning

Cost and Schedule Data Identification and Integration

Cost and Schedule Data Sourcing and Integration

Construction Resource Loading by Contractor and Project Type (Substation, T-Line)

Construction Labor Histogram by Contractor

Cost Tracking and Cash Flow

Integrated Master Schedule: Outage Coordination

License Management

Questions

■ Thank You

Please complete the session evaluation We appreciate your feedback and insight

You may complete the session evaluation either

on paper or online via the mobile app