CPM P6 User Manual - Caltrans

1 Project Schedulingwith Primavera P6 Training Manual Development History June 2003, CPM Scheduling with SureTrak training materials developed by URS Corporation for Caltrans . SureTrak is a registered trademark of Primavera Systems, Inc. December 2011, CPM Scheduling with SureTrak updated and revised to Project Scheduling with Primavera P6 by Patrick M. Kelly, PSP, Senior Claims Analysis, Pinnacle One/Arcadis for Caltrans . Primavera is a registered trademark of Oracle. Materials compiled by Rita Allan, Coordinator, Workforce Development For any questions or clarification related to the contents of this Manual , contact your Construction CPM Copyright 2011 California Department of Transportation All Rights Reserved.

2 (No part of this Manual may be reproduced in any form or by any electronic or mechanical means including information storage and retrieval systems without the permission in writing from the California Department of Transportation) Project Scheduling with Primavera P6 Training Manual State of California Department of Transportation Division of Construction Jerry Brown Governor Malcolm Dougherty (acting) Director, Department of Transportation Richard Land (acting) Chief Deputy Director Robert Pieplow (acting) Chief Engineer Mark Leja Chief, Division of Construction December 2011, Version Disclaimer: The contents of this training Manual reflect the views of the authors, who are responsible for the facts and accuracy of the data presented herein.

3 The contents do not necessarily reflect the official views or policies of the State of California. This Manual does not constitute a standard, specification or regulation. Acknowledgement: The California Department of Transportation expresses our appreciation to the numerous people that have contributed, directly or indirectly, informational resources, consultation, time and effort to the compiling of this training Manual . Subject Matter Experts Charly Eitel, District 01 Kirk Bayless, District 08 Gene Zhu, District 04 Paul Harding, District 10 Gordon Miyauchi, District 04 Greg Slater, District 11 Paula Fienze, District 05 Publications Editor: Brence Davis Reference Documents AACE International Recommended Practice No.

4 14R-90. (2006). Responsibility and Required Skills for a Project Planning and Scheduling Professional. AACE. CM (2001, August). Caltrans Construction Manual . Retrieved August 2011, from Caltrans Construction Manual : SS (2010). Caltrans Standard Specifications. Retrieved August 2011, from Caltrans Standard Specifications: Caltrans Workplan Standards Guide. (2009, July). Workplan Standards Guide for the Delivery of Capital Projects Manual and Troubleshooting Guide. Retrieved August 2011, from Caltrans Workplan Standards Guide for the Delivery of Capital Projects Manual and Troubleshooting Guide: projmgmt/documents/ CMAA 2011. Construction Management Association of America University Standards of Practice Review Course.

5 Time Management . CMAA. Merriam-Webester 2011. Merriam-Webster Online Dictionary copyright 2011 by Merriam-Webster, Incorporated. Retrieved November 30, 2011, from Institute, Project Management (2009). Practice Standard for Project Risk Management. PMI. O Brien, J. J., & Plotnick, F. L. (2010). CPM in Construction Management, 7th Edition. The McGraw-Hill Companies, Inc. Winter, P. R. (2011, January 7). DCMA 14-Point Schedule Assessment Check. Retrieved August 17, 2011, from Ron Winter Consulting: Winter, P. R. (2002, October 22). Checks and Balances: Baseline Schedule Review. Retrieved September 22, 2011, from Ron Winter Consulting: and Balances: Baseline Schedule CPM Tutor.

6 ( ). Retrieved September 13, 2011, from CPM tutorial practical guide to construction scheduling: i Table of Contents List of Figures ..v List of Tables ..vii Preface ..ix Objectives ..x Overview of CPM Scheduling ..x Overview of Primavera P6 ..xi Online Course ..xi Part 1: Basics of CPM Scheduling Chapter 1: Project 3 Project Life Cycle ..4 Project Schedules Work Breakdown Structure Contract Scheduling Requirements Project Scheduling Cycle ..5 Schedule Defi nition ..7 Level of Detail ..8 Construction Manual ..9 Standard Specifi cations ..10 Chapter 2: Scheduling Fundamentals .. 13 Benefits of Scheduling.

7 14 Scheduling methods Te r m i n ol o g y Bar Chart ..14 Fenced Bar Chart (time-scaled) ..15 Arrow Diagram ..15 Precedence Diagram ..16 Calendars ..16 Activity ..17 ii Contents Relationships ..19 Relationship Types ..21 Constraints ..22 Chapter 3: critical path Method .. 23 Schedule Development ..24 Calculating the Schedule Forward Pass ..24 Backward Pass ..26 Float ..27 critical Part 2: Introduction to CPM Scheduling with Primavera P6 Chapter 4: Primavera P6 Basics .. 33 Getting Started P6 Organization: Enterprise Project Structure ..34 Opening P6 ..35 Basic Navigation and Operation ..48 Creating a Work Breakdown Structure (WBS).

8 49 Creating Activity Codes ..51 Creating Resources ..55 Creating Calendars ..62 Practice ..66 Chapter 5: Developing and Formatting Schedules .. 71 Creating Activities ..72 Add an Assign Activity Code Values ..74 Relationships ..75 Add or Delete Relationships ..76 Constraints ..77 Durations ..80 Original Percentage Complete ..82 Assigning Percentage Complete ..83 Schedule Calculations Data Date ..84 critical path ..85 Calculate the Schedule ..86 Schedule Organization ..87 Layouts ..88 Organization ..92 Filters ..97 Contents iii Printing Schedules ..101 Print Preview ..102 Select a Printer or Plotter ..102 Page Setup.

9 103 Create a New Project ..106 Practice ..108 Chapter 6: Creating Schedule Updates .. 111 File Management Create a Schedule for Updating ..112 Baseline Management and Targeting ..114 The Update ..118 Data Collection ..119 Updating Activities ..120 Schedule Options and Calculation ..121 Schedule Verification and Revisions ..124 Practice ..125 Part 3: Advanced CPM Scheduling with Primavera P6 Chapter 7: Reviewing Baseline Schedules .. 129 File Review Process General Compliance and Integrity ..137 Technical Compliance ..139 Feasibility ..144 Practice ..149 Chapter 8: Reviewing Update Schedules .. 151 Review Process General Compliance and Integrity.

10 155 Technical Compliance ..156 Claim Feasibility ..163 Practice ..167 Chapter 9: Time Impact Analysis (TIA) .. 169 Requirements of the Standard Specifi cations Time Impact Analysis Process ..171 Preparing a Time Impact Analysis ..174 Timing of the Analysis ..175 iv Contents Review Process Compliance and Integrity ..176 Unimpacted Schedule ..176 Impacted Schedule ..178 critical path Analysis ..180 Practice ..181 Appendix Appendix A: Oracle Primavera P6 PM Software (P6) ..185 Software Installation ..186 user Instructions ..191 Database Confi guration ..192 Appendix B: Baseline Schedule Checklist ..195 Level 1 (SS ).