Retained Logic and Progress Override

The retained logic and progress override setting can drastically affect a schedule depending on which is used, so understanding the details of each is key.

In the Schedule Options window, P6 gives us three options to determine how it will schedule activities when out-of-sequence progress occurs.

An example of out-of-sequence progress is when a successor task is able to start prior to the finish of its predecessor, assuming a Finish-To-Start relationship is assigned between the two.

By pressing F9 on your keyboard and selecting Options, the Schedule Options screen will be available for you to choose Retained Logic, Progress Override or Actual Dates.

There are three ways P6 can react when activities are conducted out-of-sequence.

Retained Logic: The remaining duration of a progressed activity is not scheduled until all predecessors are complete. It also prevents tasks from “front-loading” since the remainder of the work is held out.

As you can see, even though Activity B started early, P6 will not allow the remainder of the activity to continue until its predecessor Activity A is complete.

The staffing plan below shows how Retained Logic prevents “front end- loading”.

Progress Override: Network logic is ignored and Activity B can progress without delay. Although the predecessor logic remains intact, the relationship is ignored and the predecessor is treated as if it has an open end, resulting in unrealistic positive float. It also shows the task now capable of running in parallel, but resource availability may not allow this.

Although it’s not apparent, Activity A is treated as open-ended, resulting in an unrealistic increase of float. (This example increased float from 13 to 27 hours.) Activity A and B are also now running in parallel.

This type of scheduling does not prevent “front end-loading” which could lead to an increased staffing plan or improper staffing of the work.

As you can see, Activity B is now running in parallel with Activity A. Activity C was originally scheduled to Finish on March 28th, but is now scheduled to Finish on March 27th; doing so has pulled all scheduled work back and increased the staffing.

Actual Dates: Similar to Retained Logic, but the actual dates are used to calculate the forward and backward pass and treats the actual dates similar to constraints. The result can be an unrealistic amount of negative float.

Treats Activity A as if it was required to complete before its successor’s actual start date causing an unrealistic amount

The remainder of the activity is still treated the same as when we use Retained Logic. P6 will not allow the remainder of the activity to continue until its predecessor is complete. The activity path will still reflect a gain in duration progress.

Viewing the Schedule Log will provide details about your project and its settings. Out-of-sequence activities are one of these items that can be viewed by running the log.

To view the Schedule Log for your project follow the steps below:

1. Click F9 on your Keyboard
2. Check the Log to file box
3. Click Schedule
4. Click F9 on your Keyboard again
5. Now that Log to file location has been selected you can select View Log

Viewing the Schedule Log

The Schedule Log records scheduling results, including:

• Scheduling/leveling settings
• Statistics
• Critical activities
• Errors, warnings (Out-of-sequence activities) • Scheduling/leveling results

• Exceptions

For additional information on Retained Logic and Progress Override view this tutorial: http://bit.ly/1rwEwsO.

This paper provides insight into the anticipated ‘Fall 2014’ release of Oracle’s® Primavera P6 R8.4 PPM/EPPM.

Oracle’s roadmap for the next several years will be focusing on both cloud solutions and the tighter integration of its flagship PPM/EPPM products; Primavera P6, Primavera Prime, and Primavera Unifier.

One of the behind the scene changes in Primavera P6 R8.4 involves the standalone database that comes bundled with the software. Prior to the sale to Oracle, Primavera P6 came bundled with Microsoft® SQL Server® Express 2005 database but soon after the acquisition of Primavera by Oracle, the SQL Server Express database was replaced with Oracle Database Express (Oracle XE). Because of some confusion on how to manage and install Oracle XE, Primavera P6 R8.4 will come bundled with SQLite.

Another change that appears fairly substantial is the ability to transfer global data (codes, calendars, etc.) between P6 databases. In the past, the predominant method to transfer global information from one database to another was through the use of the Software Development Kit (SDK) and in particular the Excel spreadsheets that Primavera had provided throughout the years to support the migration of data. Now it appears that at least some of the global data will be transferrable between two discrete P6 databases. I’m hoping that this will alleviate the issue which pertains to a user implementing a Primavera P6 PPM based solution in-lieu of a Primavera P6 EPPM solution but then later deciding to deploy the P6 Web component. At the very least the global data should be transferrable.

Two new cloud-based services will be added that appear to augment some of the tighter integration between Primavera Unifier and Primavera P6. The P6 Update Baseline and Import/Export functions will now have the capability to be automated via a scheduled service.

A number of enhancements will be made to Primavera P6 Team Member:

1. Team Member will effectively be merged with Progress Reporter (aka Timesheets) giving it the capability to status both activities and actual labor expended (Browser-based timesheets)

2. All resources assigned to a given task in Team Member will be able to be updated all together
3. The ability to update P6 Notebook Topics
4. The ability to filter by a given resource
5. The ability to attach a picture as a document (as taken by a mobile device running TeamMember)
6. The ability to update ‘This Period’ actuals (ability provided by merging Timesheet function)
7. Will include an enhanced sorting capability

Primavera P6 Visualizer will also contain some improvements with the release of Primavera P6 R8.4:

1. Will allow a Shift to be used as a date interval
2. The ability to summarize values into grouping bands
3. The ability to include a legend in the header or footer
4. The ability to turn on or turn off gridlines
5. The option to copy a bar

Future releases of Primavera P6 will focus on an increased integration capability and functionality with Primavera Unifier and Primavera Prime. Included with the release of Primavera P6 R8.4 will be a number of improvements for the integration between Primavera P6 and Primavera Unifier:

1. The integration of Primavera Unifier and Primavera P6 will rely on Primavera Gateway
2. Primavera P6 will have the ability to send P6 resources, rates, expenses, and a high-levelWBS to Primavera Unifier
3. Primavera P6 will have the ability to send summarized and baseline data to PrimaveraUnifier

And finally some ‘ease of use’ enhancements were made to Primavera P6 R8.4 EPPM:

1. The ability to search on resource attributes when assigning a resource
2. The ability to view a scheduled service status in the EPS View (in Primavera P6 R8.3 this function was in the Activities View)
3. The visibility of users that are logged into a given project (versus the entire database)

As far as I can tell, there are no enhancements being made to the P6 Professional Client (although some bug fixes always seem to be present in any major P6 release) and all changes and enhancements primarily focus on the P6 Web component.

During the course of implementing Oracle’s® PrimaveraTM P6, one of the most overlooked aspects of the implementation is the handover of P6 administration from the implementer to the end-user. Prior to the implementation handover, thought must be given as to who will be performing, and how the Primavera P6 environment and the data contained therein, will be managed throughout its lifecycle. One specific item to note is there is always a gray area between the administration of P6 from a Systems Administration and P6 Application Administration standpoint.

There is going to always be ‘care and feeding’ required for the P6 environment; its users, and data with some tasks being more common than others:

• Managing P6 Users, Security, and Licensing.
• Configuration control of coding structures, resource/role pools, calendars, Enterprise Project Structure (EPS)/Organizational Breakdown Structure (OBS), Security Profiles, and settings that are standards and global in nature.
• If no help desk support function is available the Primavera Admin is typically the first responder to user issues and questions. He or she is “The P6 Subject Matter Expert”.
• Provides desk-side mentoring of new users as required.
• Monitoring data and ecological integrity and standard archiving/backupprocesses.
• Point of Contact to IT (System and Database Administrators).
• Typically administrator of the company ‘Oracle Customer Support Identifier’ and point of contact for Primavera Help Desk Service Requests via the MyOracleSupport.com website.References:

My Oracle Support: https://support.oracle.com

Implementing Oracle’s® Primavera™ P6 in an enterprise or global environment is typically a costly and time-consuming endeavor and should be carefully planned with specific business goals in mind.

After many years of use and hundreds of projects later, however, a Primavera™ P6 Production database if not properly managed can become a muddy mess of global information used to group, sort, report, collect performance, and support global change. The maintenance of a Primavera™ P6 database is more than just adding users and creating projects. It takes careful consideration prior to implementation as to how the application will be used, how often external information will be imported, how data archival will be managed, how the global data will be configured and maintained, just to name a few.

This paper will provide some best practice recommendations which can be used to manage a Primavera™ P6 Production environment and help maintain order and avoid the chaos.

• Provide a minimum of two Primavera™ P6 databases (databases in a Microsoft® SQL Server or tablespaces in an Oracle® server) for the Production environment. One database meant to contain the production data and one to use as an acceptance or ‘cleansing’ area. This will help prevent pollution of the production database with non-production global data such as codes, calendars, resources, and user defined fields that could inadvertently be imported from external Primavera™ P6 .xer or XML files.
• Maintain separate Production databases for managing different types of projects. An example would be Turnaround versus Capital Projects. Turnaround resources and calendars are typically dedicated to specific events whereas Capital Projects will use an entirely different set of resources, calendars and codes. Management of data in a single database for these two distinctly different project types is cumbersome. Training should also take place in a separate database and not in a Sandbox Enterprise Project Structure (EPS) node in Production.
• Utilize intelligent, also known as ‘smart’ coding, for global data, project IDs and activity IDs. An example would be to use TA_ for all managed turnaround activity codes and use Project IDs containing the turnaround unit(s) acronym and year of the event. Any of this global data should be locked down and managed through a formal change control process.
• Limit the use of user defined fields (UDFs) to support global change or indicators. UDFs are user editable fields and as such can be changed. Try to not utilize for project critical data such as equipment numbers or other data that is more suited to activity coding since you are one key click away from wiping out information associated with that activity. Also try to control the growth of the number of UDFs by creating a subset sometimes referred to as ‘Z’ fields. These ‘Z’ fields could be used for temporary data open for general use but would be cleansed periodically to manage growth and database performance impacts. A UDF text field is 255 characters long no matter how many characters are actually used (e.g., a two character value still takes up 255 characters in the database table) in the field.

• Understand that the management of Primavera™ P6 users in the database is essential not just from a data security and access perspective but also from a licensing perspective. Primavera™ P6 is predominantly sold on a per-user license basis and if a 25 user license pack is purchased, then by license agreement, no more than 25 users can be logged into the production database at any one time. Proper management of user licensing is not only needed for legal purposes but can also help prevent purchasing more licenses than needed.
• Managing the list of code and values, resource/role dictionaries, and calendars can for the most part be done from the Primavera™ P6 client or Primavera™ P6 Web interface. However managing the relationship of this data with the individual projects and activities would be extremely complex if there were thousands of activities and associated coding and resource assignments. This knowledge is best gathered from direct SQL queries to the data residing in the Primavera™ P6 database. Examples of these queries can be found in the My Oracle Support* knowledgebase.
• Keep in the loop on patches that are occurring to the Production environment infrastructure; in particular the database servers and web application servers. Even though these patches and updates are not happening in Primavera™ P6 they can cause inadvertent impacts to Primavera™ P6. Java Runtime Engine (JREs) updates are notoriously finicky and are by no means as backward compatible as they are claimed to be. Keep cognizant of the tested configuration of the particular Primavera™ P6 version and fully test updates prior to allowing them to be rolled into production.
• Create a concise data backup and archival strategy during the course of the implementation and prior to rollout. Too often backing up of data is strictly thought of as a DBA concern and no further thought is made as to what happens if you lose or corrupt a project, critical layout or report and the only way to recover these is to do a full database recovery. This is both time consuming and a heavy impact on other users in the database especially if hours or days’ worth of work is lost across the user community. Create a simple file structure on your laptop or better yet in a SharePoint™ repository to export and store your projects, layouts and reports in case you need to recover from a corruption.*https://support.oracle.com

Managing People On Board (POB) on Offshore Platforms

The main limitation when scheduling shutdowns or project work on an offshore platform or vessel at sea is the amount of workers that can be on the platform or vessel at any given time. An offshore platform is an isolated structure, usually miles from the coast that can only be accessed or exited by ship or helicopter. Regardless if a worker is on their active shift or their off hours, their presence on board has to be accounted for at all times in case of an emergency. Evacuation boats are installed on opposite sides of the platform allowing alternate routes of escape and a redundant number of seats are allocated for the entire crew.

The number of workers on board of a platform or vessel at sea is known as POB (people on board). This number depends on the amount of beds available onboard and the amount of seats available in the evacuation boats.

While scheduling a shutdown or a project, this POB number includes Operations and Support (in this category are the Facility Manager, Operators, Radio Operator, Paramedic and Safety Officer, Cooks, Deck Hands, Platform Crane Operators); the TAR or Project Management Team (Project Manager, Safety Officer, QAQC Inspector, Construction Manager(s) and Materials/Logistic Coordinator) and the craft personnel needed to perform the repairs or improvements required by the project. It’s necessary to maintain the Operations, Support and Management Team to the minimum amount necessary to support the crafts in a safely and efficient manner.

During the decommissioning and commissioning of the systems affected by the shutdown or project, crews in addition to the mechanical crews, will be required to blind, flush, purge, degas, pressure test and restore equipment and piping. For jobs that require confined space entry, a specialized rescue team is usually a requirement from the Safety Department. All of these additional resources should be considered when computing daily POB.

When working on the project schedule, it’s very helpful to create an Excel spreadsheet that calculates the daily POB based on the estimated amount of men per day required to complete each task. This is a time saving exercise that requires input from the planners and craft supervisors and helps the scheduler to create better relationships and sequencing between the tasks in the schedule.

Many scenarios may be considered based on priority, system availability and/or resource requirements.

After sequencing the work activities and creating the required relationships between tasks, POB requirements can be visualized in P6 by utilizing the following method:

1. Create a resource named “Daily Operations and Support” and use the number of Operations and Platform Support personnel onboard as the maximum units/time.
2. Create a Level of Effort activity from Shutdown Start (SS) to Shutdown Finish (FF) using that resource and the maximum units/time as the remaining units/time.
3. Create a resource named “TAR Management Team” and use the number of supervision and TAR support personnel onboard as the maximum units/time.
4. Create a Level of Effort activity from Shutdown Start (SS) to Shutdown Finish (FF) using that resource and the maximum units/time as the remaining units/time.

5. Build a stacked histogram showing each of the resources as a segment and placing the TAR Management Team and Daily Operations and Support Personnel at the bottom of the histogram.

Knowing that the maximum POB number is 50 and that the scheduled hours per day are 10, we can confirm visually that the daily scheduled hours don’t exceed 500 per day and in the event additional or special resources are required to complete a task, we can arrange a helicopter or boat trip to supplement the crew already onboard.

Other considerations when scheduling resources restricted by a POB:

1. Rotations: Depending on the length of the project or shutdown, the different crews – Operations and Construction – could be subject to rotations, every week or two weeks; that limits the productivity for a particular day of the week. On the day the rotation takes place, the crews are transported from and to shore by boat or helicopter and the new crews go thru safety orientations and work turnovers. The calendar in P6 should be adjusted to reflect the loss of productivity on the rotation day(s).

2. Special Resources: During the execution phase, special resources like Inspectors, Engineers, High Voltage Electricians, and Valve Technicians, etc. will be required to come onboard for specific tasks. It is important to emphasize in the schedule all the tasks that require a special resource and to schedule their availability onboard in an efficient manner.
3. Mansleepers/Additional Beds: It is possible to install temporary living quarters to accommodate more workers on the platform or vessel at sea as long as additional boats are available for their safe evacuation in case of an emergency.
4. NUI (Normally Unoccupied Installations): These are offshore platforms that are not intended for continuous occupancy and don’t provide living accommodations for Operational or Maintenance personnel. They present logistical challenges of transporting and accommodating the complete crews during the event.
5. Helicopter Flights: When budget allows it, daily helicopter flights are available to transport personnel on day trips to the platform. Helicopters usually fly only during daylight hours with a maximum capacity of 7 or 8 passengers, depending on helicopter model. These flights are subject to good weather and heliport flight schedule. The cost of daily helicopter flights to the offshore platform is very high and a good schedule has to be prepared and maintained during execution to avoid unnecessary trips and delays in production.

For more information on scheduling shutdowns or project work on an offshore platform or vessel at sea, contact TEPCO to speak with one of our Field Consultants at (281) 428-3726.

Utilizing Different Methods to Remove Logic in Primavera P6

There are multiple ways to remove logic from a P6 schedule. Below are four examples of how this can be accomplished.

Method #1 – Using the Relationships tab

1. Select the Relationships tab.
2. Select the Activity that needs to have a relationship removed.

3. In the Successor box, select the Successor to be removed – Click Remove – This will remove the relationship between the two activities.

     4. Logic has been removed. The relationship line between Activity #1 and Activity #2 is no longer there and Activity #2 has been removed from the Successor box.

Method #2 – Using the cursor and delete key on your keyboard

1. Move the cursor under the applicable relationship line until a white arrow appears.
2. Left click once and the relationship line will turn blue.
3. Press Delete and then Enter on the keyboard and it will remove the relationship between the two activities.
4. By continuing to press Delete and Enter the cursor will move down to the next relationship.

Method #3 – Using Trace Logic Network

1. This method uses the Trace Logic Network
2. Click the Trace Logic Network button
3. Click the red relationship line between the activities.
4. The relationship line will turn blue.
5. Select the Ctrl Key and continue to hold down, drag a box around all the activities you want to remove logic from. All the relationship lines will turn blue.

     6. Press the delete key. Click “Yes” to remove the relationships between the activities.

Method #4 – Using Successor button

1. Select all the activities

2. Click the Successor button on the right side toolbar

Utilizing Different Methods to Remove Logic in PrimaveraTM P6

3. Highlight all the activities and click

4. Click “Yes” to remove the relationships between the activities.

5. Close the Assign Successors dialogue box.

Congratulations you have successfully completed four methods for removing logic.

Understanding Lag

Lag is a duration that is applied to a dependency to make the successor start or finish earlier or later. Lag can be positive or negative and it is based on the calendar of the successor activity.

Most common method of using lag

• Activities with a start to start relationship, which will not start exactly the same time
• Activity 2 starts 10 hrs after Activity 1

Refrain from using negative lag – has a direct impact on total float values

Refrain from pushing activities apart with lag

• It is difficult to keep up with and could potentially have an impact on critical path
• When the predecessor is complete lag will not be maintained

Managing Lag Utilizing a Time Delay Activity in Primavera P6

Using lag could potentially push the Finish Milestone and impact critical path. This is very hard to manage and visually see in the Gantt Chart. Let’s add 10 days of lag after Activity #4.

1. To do this, click on the Activity #4.
2. The successor to Activity #4 is Activity #5.
3. In the Successor box add 10 in the lag box.
4. Click F9 to schedule.

As you can see above, it would be very hard to see where lag is in a schedule unless you chased logic or run a lag report.

Disadvantages of lag:

• When predecessor is complete lag will not be maintained
• Could potentially push the Finish Milestone and impact critical path
• Very hard to manage and visually see in the Gantt Chart

Managing Lag Utilizing a Time Delay Activity in Primavera P6

A Time Delay activity is suggested and another option to use in the place of lag.

Advantages of using a Time Delay activity:

• A controlled activity that can extend or contract based on management decisions
• Most planners do not plan this, it’s up to the scheduler to manage
• You can make it visual in the Gantt Chart
• You can manage it and control the amount of total float
• Aids in leveling resources on non-critical activities
• Color coded for easy identification in the Gantt Chart
• Can filter for all “time delays” and see overall “cushion” in the scheduleNow let’s remove the 10d lag, click F9 to schedule, and add a Time Delay activity in the place of lag.

1. To add a time delay activity you’ll first need to add a 10d activity and rename to Time Delay – Training Activity.

2. Next you’ll need to create a FS relationship from Activity #4 to Time Delay to Activity #5.

Managing Lag Utilizing a Time Delay Activity in Primavera P6

3. Once you’ve tied the logic, you’ll click F9 and sort by start date
4. Now that we’ve added the Time Delay activity, let’s create a Time Delay bar to make it easier to see in the Gantt Chart

5. Right click in your Gantt Chart and select Bars

Managing Lag Utilizing a Time Delay Activity in Primavera P6 6. Next click Add and name bar Time Delay

7. Next a Time Delay filter will need to be created within Bars
8. On the Time Delay bar click All Activities under the Filter column

9. The Filters dialogue box will appear and you’ll click New

Managing Lag Utilizing a Time Delay Activity in Primavera P6

10. Name the filter and complete the parameters with Where Activity Name contains Time Delay

10. The new Filter will show under grouping User Defined
11. Make sure the Filter is checked and click OK

10. Under the Bar Style tab change the color of the bar by double clicking Color
11. Under the Bar Style tab change the Shape of the bar by selecting the arrow and choosing the second bar from the bottom

Managing Lag Utilizing a Time Delay Activity in Primavera P6

15. To view the bar in the Gantt chart you’ll have to move the Time Delay bar below the Critical Remaining bar

16. To do this use the Shift down button and then click OK to accept

Congratulations you have created a controlled Time Delay activity to better manage your project rather than using lag.