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Leveling tool

Primavera P6

Level Resources

Primavera P6 Leveling function

levelingoptions

When a project is dependent on a limited amount of resources, Primavera P6 Professional’s Leveling function can be a useful tool in addressing overload situations.

The Leveler tool allows activities to be scheduled in a way that ultimately reduces or eliminates an over-commitment of available resources. This also applies to more than one activity within a project across many projects.

The Leveler can be a profitable tool to utilize in regards to capacity planning and running certain mock scenarios.

Determining priorities is the best place to start.

With Primavera, it is possible to determine priorities at the project level, activity level or both. Look for “Project Level Priority” under the general category of columns. Set a number and see how the project adjusts. The lower the number, the higher priority (think: one equals a top priority, two equals a high priority, etc.). The Leveler will calculate and move activities as the projects are being leveled.

levelingoptions

Constraints can also be time sensitive, such as with a specific date.

If you do adjust the dates of the project you are trying to level without telling Primavera P6 Professional, the dates will return to their original position. To combat this, simply make the certain edits in “Level Resources,” “Schedule Options,” and the “Status” tab of the “Activity Details.” This will fix the start date for the activity to be in its new, proper location.

Primavera P6 Training Locations

By Trey Miller, MBA, PMP, P6EPPM

September 25, 2017

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News

Public Primavera P6 Training

Global PM hosts public Planning and Scheduling with Primavera P6 courses in across the U.S., taught by Oracle Certified instructors. Check out our courses in:

Louisiana
Florida
Texas
New York City
Washington D.C.

Private Training at Your Facility

Global PM can also offer on-site (private/customized) training at your facility. Please call Wendy Jackson at (985) 781-9190 send us a message.

Global PM Recognized By Oracle

By Trey Miller, MBA, PMP, P6EPPM

December 27, 2016

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Upcoming Classes

Global PM is Specialized in Primavera P6 EPPM

Global PM has been a member of the Oracle’s Partner Network (Gold Level Partner) for years and it’s executive staff members have supported Primavera products since the mid 1980s. Because of it’s firm support of the Primavera product suite, Global PM Global PM decided to pursue Oracle’s prestigious “Oracle Specialized” designation for Primavera P6 Enterprise Project Portfolio Management release 8.

In the pursuit of this certification, Global PM was required to have its employees take a number of exams. Global PM exceeds the basic requirements.

Oracle Primavera P6 Enterprise Project Portfolio Management (EPPM) Certified Implementation Specialists: 2 certified professionals
Oracle Primavera P6 Specialists: 1 certified professional
Oracle Primavera P6 Sales Specialist: 2 certified professionals
Oracle Primavera P6 Pre-Sales Specialist: 2 certified professionals

You ask:What does this do for me?

O_SpecGold_PrimaveraP6EPPM8_clr75 Per Oracle, “Oracle Specialized Partners possess in-depth skills and expertise in Oracle’s products, solutions or industries as demonstrated by their success in selling, developing and implementing these solutions. Partner Specialization provides a system of preference for Oracle’s customers.”

Click here to read more: https://solutions.oracle.com/Primavera P6/Global PM

Oracle Primavera User Support (OPUS)

By Trey Miller, MBA, PMP, P6EPPM

December 15, 2016

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News

Global PM is pleased to announce the launch of OPUS (Oracle Primavera User Support). OPUS is an affordable Primavera P6 user support solution that was created with the end user in mind. Our team of P6 certified scheduling consultants are ready to help you with any P6 issues.

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How to use Claim Digger to compare P6 files?

By Trey Miller, MBA, PMP, P6EPPM

July 29, 2016

61 Views

Uncategorized

Claim Digger Overview

Today we will spend a little time discussing the features and functionality of the Claim Digger utility built into the P6 software application. Claim Digger is its own separate product that has been built in to P6 and is used to compares two project plans or a revised project and a baseline (target), and creates a report on the differences between the project plans including subjects like:

Items changed
Items deleted
Durations changed
Changed Values

The main features of Claim Digger include:

Multiple reporting formats- HTML, CSV, Text
Selects a base project and revised project to compare
Report comparison options can be turned on and off as needed

The Easy Steps to Use Claim Digger

CD1

Step 1: Go to tools menu and open Claim Digger

Step 2: After Claim Digger is launched, the main application window appears

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Step 3: Specify which projects you would like to compare.

On the left side select therevised project
On the right side select theoriginal project baseline

Step 4: Choose a report format

HTML file
CSV file
ASCII text file

Step 5: Select report type and report path

Step 6: Click the advanced button to pull up the advanced settings where you can specify what data to compare including: overall project data and activity level data

Note: You can configure what factors to compare including:

Costs
Units
Durations
Percent complete
Relationships

Step 7: Click compare to generate the project difference report and view the preview

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Step 8: The project difference report outlines what projects are being compared, the user who initiated, and shows the activities that have had a value change

Step 9: After you have reviewed the data, go to file and close down the Claim Digger dialog box.

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Retained Logic versus Progress Override Options in Primavera P6 rel. 15.2

By Trey Miller, MBA, PMP, P6EPPM

February 22, 2016

143 Views

Blog

Retained Logic versus Progress Override

The foremost priority during the development of project plans in Primavera P6 is the estimation of the network logic or sequence in which the processes occur. Then we come to Critical Path Method Schedule, which requires a clear representation of network logic. The critical path method schedule is derived from the network logic as well as activity durations.

Graphical Representation

Retained Logic implies that a sequence cannot be terminated until and unless the predecessor has been terminated. The duration of activity occurring ‘out of sequence’ is scheduled for execution once the predecessor finishes. Retained logic doesn’t disrupt the network logic.

retained logic

Scheduling with Progress Override allows Primavera P6 to neglect the relationship between activities. It also schedules the remaining work of activities occurring ‘out of sequence’ from the data date. The second activity below is permitted to start before the predecessor finishes.

progress override

How to Modify Primavera P6’s Schedule Calculation Setting

In Primavera P6, you can find the ‘Schedule Options’ dialog box which allows users to choose from Progress Override, Actual Dates and Retained Logic for scheduling progressed activities. You can take a look at the demonstration of Retained Logic as well as Progress Override options in the screen shot below.

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How many activities can you have in a P6 EPPM schedule?

By Trey Miller, MBA, PMP, P6EPPM

January 25, 2016

44 Views

Blog

[price-item item_number=”6″ category=”PRICE_TABLE_CATEGORY”]So, there is a lot of question as to how many activities you can have in a P6 schedule, specifically within the web interface of P6. We can put this to rest now!

How many activities can you have in a schedule (within in the P6 web interface)?

5,000 vs. unlimited. That is the question!

There is no limit to the number of activities you can have in a project. The web can be limited for performance reasons. There is an admin application setting that controls the number of activities that can be displayed in the Activity View.

In the Maximum Activities per Activity View field, enter the maximum number of activities that can display in the Activities tab of the Projects section.

If greater than 5,000, the Maximum memory allocated to Java Applets setting must be 128 or greater. The default is 5,000. Enter anything from 1 – 100,000.

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Level of Effort Activity in Primavera P6

By Trey Miller, MBA, PMP, P6EPPM

January 13, 2016

41 Views

Blog

[price-item item_number=”6″ category=”PRICE_TABLE_CATEGORY”] effort

Level of Effort activity usually consists of short amounts of work that must be repeated periodically. A Level of Effort (LOE) activity has a duration which is determined by its dependent activities.

When to use Level of Effort Activity?

Level of Effort activities can be used for on-going tasks that depend on other activities. For example, you could assign level of effort activities for safety meetings (over the life of the project), clerical work, or even some aspects of project management. A project manager who manages one project or multiple projects may be assigned 1 hour/day to Level-of-Effort activities in each project to complete administrative tasks. Level of Effort is used to define the amount of work performance within a time and is measured in staff days or staff hours per day/week/month.

Note: LOE activities are not critical and therefore cannot “drive out” the finish of a project. Safety meetings don’t push the project’s finish date out, they merely span the life of the project.

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Working with Level of Effort Activity in Primavera P6

The predecessors and successors are used to get dates and durations of level of effort activities performed. In order to automatically calculate these durations and dates, you need to assign FF relationship to successor and SS relationship to predecessor. After you add Level of Effort activity and create relationships, project must be rescheduled.

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By default, Level of Effort activities in Gantt Chart are not visible. You must format Bars in a Gantt Chart in order to display level of effort activities.

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