automating baselining in primavera p5 & p6 11,500 employees in offices worldwide •...
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Automating Baselining in Primavera P5 & P6Wendy Wargnier Kaszycki, PE CCMDr. Daniel Williams
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• Background Information• Manual Process• Maintain/Create Baselines• Assigning Project Baselines• Assigning Multiple User Baselines• Conclusions
Introduction
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• 11,500 employees in offices worldwide • Established in 1944 with headquarters in Pasadena, CA• Ranked among the top 10 leading firms in the industry
for the last 25 years– ENR #5 in Construction Management– ENR #7 in Project / Program Management – ENR #8 in Design
Background Information – Parsons
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Background Information – Aniworld
• Incorporated in 1995 in Pasadena, CA• Now a Division of IT Resources
– 250+ employees across the US– CMM Level 5 certified company– Application Hosting– Custom Software– 24/7 Help Desk Support
• Primavera Premiere Technical Partner• Leader in Integrating Financial Systems with
Primavera
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• 2nd Largest School District in the US– ~700,000 students
• $20+ Billion capital improvement program– $12.6 Billion New School Construction– $ 7.7 Billion Modernization & Repair
• New Construction– Over 300 New Schools, Additions, EECs,
and playground expansions in 4 Phases– Add >165,000 new classroom seats– Program Management through Staff Augmentation
with 15 CM Firms with 40+ sub-consultants
Background Information – LAUSD
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• Program Schedule– 352 Active Projects w/ 40,000+ activities– Cancelled projects– Management of Projects
• Planning• Monitoring Progress and Changes• Communication
– Analysis of projects • What-Ifs• Evaluate Time Impacts• Forecasting: Acceleration & Recovery Plans
– Historical record– Reporting
• Program Schedulers• Pre-Construction Schedulers• Construction Schedulers• Other User Groups
Manual Arts New PC #2
Photos courtesy of LAUSD
Background Information – Schedule
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• Data Dates twice a month– Progress through last day of month– Progress through 15th of month
• Update cycle and validation takes 2 days– Progress entered through data date (DD) by 8 am DD +1– Recalculate at 8 am DD +1; Distribute validations by 10 am– Corrections by noon DD +2; Distribute validations by 2 pm– Final corrections by 10 am DD +3– Validations run
• Baseline/Backup consistency– Create Baselines– Create XER file– Upload schedule data to Data Warehouse
Users were restricted from making changes on last day during validations and backup process
LAUSD Baseline Process
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• Manually creating over 350 baselines took 2 people 2 hours each• Assigning user baselines took each user 40 minutes for 85 projects• Consistency of naming convention for baselines • Need to reduce or eliminate time project schedulers were not allowed to make changes to schedule
Reasons to Automate
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Central LA Area New HS #9
Manual Process
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Manual Process – Maintain Baselines
• Could only open 15 projects at a time• Access individually• Change Baseline name and type• Can have user error/typos and get
inconsistent Baseline Names• Users can make errors by not
selecting Baseline Type
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• Took 2 people 2 hours to maintain 360 project baselines
Manual Process – Maintain Baselines (cont.)
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• Had to be assigned by User• Can assign Primary, Secondary
and/or Tertiary Baselines• If Primary not assigned,
defaults to <Current> schedule• If users don’t have same
baselines assigned, Reports/Layouts with User Baselines will be different!
Manual Process – Assign User Baselines
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• Took a user 40 minutes to assign 85 pre-construction projects
Manual Process – Assign User Baselines
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• Only 1 Project Baseline can be assigned for all users
• Assigning performed by Program Schedulers
• Typically our schedule for yearly Strategic Execution Plan (SEP) is the baseline, unless projects are re-defined during the year
Manual Process – Assign User Baselines
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Central LA Area New Middle School #1
The Automated Process
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• Maintain Baselines– Task performed by Program Schedulers after data date
validations– Projects selected by Program Status and Managing Region
• Assign Project Baselines– Task performed by Program Schedulers – Set after annual Strategic Execution Plan is approved– Revised if Project Redefined or new projects are approved
Automations
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• Assign Multiple User Baselines– Task performed by Program Schedulers– Choose users– Select projects by Program Status and Managing Region– Assign 1, 2 or 3 User Baselines
• Assign Single User Baselines– Task performed by Project Schedulers– Select projects by Program Status and Managing Region– Assign 1, 2 or 3 User Baselines for themselves
Automations (cont.)
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• View Job Logs– Program or Project Schedulers– Success, Warning or Error– Time Started and Time Ended
• View Details– Detail of Users, Projects– Warning details– Total Project/Baselines Counts– Time elapsed
Automation Logs
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Maintain Baselines
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Note – Standardized Extension Format
Maintain Baselines (cont.)
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Assign Project Baselines
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Use Dropdown to Select Standardized Extension
Assign Project Baselines (cont.)
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Assign Multiple User Baselines
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Assign Multiple User Baselines (cont.)
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• Can assign 1, 2 or 3 User Baselines• If User Baselines are not assigned, the baseline that is
currently assigned will not be changed
Assign Multiple User Baselines (cont.)
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• Use Dropdown to select Baseline extensions
Assign Multiple User Baselines (cont.)
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Assign Single User Baselines
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Assign Single User Baselines (cont.)
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Assign Single User Baselines (cont.)
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• Delete Baseline Automation in Fall 2008• Option 1
– Choose Group of Projects– Choose Baseline extension– Delete all baselines with that extension from selected projects
• Option 2– Choose Single Project– Select 1 or more baseline extensions– Delete all selected baselines from given project
• Standardized baseline extensions are consistent across projects due to automated creation
Delete Baselines
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View Job Logs
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View Job Log Details
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• Long-term relationship with AniWorld• Integrated Expedition 8.5 with In-House financial system• Proven record of success
Central LA Area New MS #3
Automation Coding
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• Time-sensitive project– Chose JNBridge for quickest turnaround– P5 uses Java-based API– AniWorld TESS Framework written in C# .NET
• Web interface for simple deployment• Use P5 security for login and integration access
Automation Coding (cont.)
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.NET Platform
Communications via Communications via Shared Memory, Shared Memory, TCP/Binary, or TCP/Binary, or
HTTP/SOAPHTTP/SOAP
.NET-Side Proxies
.NET-Side Proxies
.NET-Side Runtime
.NET.NET--Side Side RuntimeRuntime
Java Virtual Machine
Proxy Generation
Tool
Proxy Generation
Tool
C#, C++, VB, etc.C#, C++, VB, etc.C#, C++, VB, etc. Java ClassesJava ClassesJava Classes
Java-Side RuntimeJava-Side Runtime
Run TimeRun Time
Development TimeDevelopment TimeGeneratesGenerates
Java Side.NET Side
Automation Coding with JNBridge(www.jnbridge.com)
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Choose the JAR file Add all objects Build the .NET DLL
Automation Coding (cont.)
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Automation Coding: Project Summary
• Client needed fast development using P5 API• Core code in .NET• JNBridge provided best value for time/effort• Web interface using P5 built-in security• Project completed within schedule and budget
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Conclusions
East Valley Area New MS #1
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ACTIVITY WAS NOW
Create Baselines 4 hours <15 minutes
Assign User Baselines 40 minutes (each)
2 minutes (for group)
Single User Baselines 40 minutes < .5 minute
Assign Project Baselines 1 hour 1.5 minutes
Time Savings
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• Creating Baselines ~$900 per instance• Assigning User Baselines ~$650 per instance• Assigning Single User Baselines ~$825 per instance• Assigning User Baselines – Read Only group ~$5,990 per
instance• Assigning Project Baselines ~$300 per instance• Reduction in “lock-out” time --- Priceless!
Byrd MS Replacement (EVHS #1A)
Cost Savings
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Photos courtesy of LAUSD
Central LA HS #11
Questions?