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Proteus - Reporting for Oracle Primavera P6 Version: 1.12.2

last updated: 15.08.2013

NOTE ON USING THIS DOCUMENT

This document has been prepared by Promineo AS and its partner(s) for the sole purpose of providing supporting material for Registered Users of S-Curves for Primavera software. The use of the software and accompanying written materials is governed by the End User License Agreement for the use of S-Curves for Primavera software (EULA is available at: www.scurvesforprimavera.com/user-agreement).

DISCLAIMER OF WARRANTIES
As set out in the EULA, The User uses the Software at its sole risk. The Software and accompanying written materials are provided on an "AS IS" and "AS AVAILABLE" basis without warranty of any kind, express or implied, and Promineo specifically disclaims the warranties of fitness for a particular purpose and merchantability. No oral or written advice given by Promineo, its dealers, distributors, agents or employees shall create a warranty or in any way increase the scope of this warranty and you may not rely upon such information or advice.

PATENTS, TRADEMARKS, COPYRIGHTS, INTELLECTUAL PROPERTY

The user acknowledges that all patents, trademarks, copyrights and intellectual property rights used or embodied in, or in connection with, the S-Curves for Primavera software and accompanying materials shall remain the sole property of Promineo AS, or a Third Party whose components may have been used in the development of the software and the materials.

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Table of Contents
About this document .............................................................................................................5 Terms used ........................................................................................................................6 Colour schema for S-Curves in S-Curves for Primavera...................................................7 Oracle Primavera P6 Standard Colors ..........................................................................8 A note on cost types in Oracle Primavera P6 ................................................................8 Roles .................................................................................................................................9 Currency ............................................................................................................................9 Oracle Primavera P6 System Requirements ......................................................................10 S-Curves for Primavera historic database ..........................................................................11 Selecting activity codes ...............................................................................................12 Storing project history ..................................................................................................13 Creating an initial baseline in S-Curves for Primavera.............................................13 On-going projects .....................................................................................................15 Cutoff periods setup samples ......................................................................................16 Weekly .....................................................................................................................16 Monthly (Calendar) ..................................................................................................17 Monthly (Cutoff last Sunday each month) ................................................................18 Creating periodical snapshots .....................................................................................19 Re-baselining ...............................................................................................................20 Available Report Fields .......................................................................................................21 Task level fields ...............................................................................................................21 Expense level fields ........................................................................................................22 Resource Assignment level fields ...................................................................................23 Report Samples ......................................................................................................................26 01 SCurve Total Cost ..........................................................................................................26 02 SCurve Total Cost w_current forecast ...........................................................................27 03 SCurve Total Cost Percent ............................................................................................28 04 SCurve Total Cost Percent w_current forecast ..............................................................29 05 Total Cost Earned forecast ............................................................................................31 06 SCurve Units .................................................................................................................32 07 SCurve Units w_current forecast ...................................................................................33 08 SCurve Units Percent ....................................................................................................34 09 SCurve Units Percent w_current forecast ......................................................................35 10 SCurve Live Cost Percent .............................................................................................36 T1 Period Progress Report Units ........................................................................................36 Filters and Grouping ...............................................................................................................37 All Rights Reserved version 1.12.2 Page 3 of 40

Resource filtering ................................................................................................................37 WBS filtering / grouping ......................................................................................................38 Activity Code filtering ..........................................................................................................39 EPS Coding ........................................................................................................................39 Contact Details ...................................................................................................................40

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About this document

Oracle Primavera P6 is a leading scheduling and resource management product, but its ability to report trends is limited - the software usually plots a single point in time, overriding previous periods by redistribution. Oil and Gas industry, among others that use the Primavera P6 software, have a need to have data for each project cutoff period stored as a frozen dataset to enable viewing progress based on multiple baselines in cost, units and percent. S-Curves for Primavera is a tool that is designed to enable the reports that Primavera P6 lacks and to add further reporting flexibility. The document serves as documentation and showcase for sample report types provided with the S-Curves for Primavera. S-Curves for Primavera is based on a software named Proteus. This document is not intended as a user manual for general Proteus use; please use Proteus User Guide for general Proteus instructions.

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Terms used
BCWS/Planned value: This is the Budgeted Cost of Work Scheduled (Budgeted costs for labor and resources for the project. Based on baseline data) BCWP/Earned Value: Budget Cost of Work Performed. BCWS * Percent Complete. For example, take project with a BCWS of $10,000 that is 40% done. Earned Value = $10,000 x 0.40 = $4,000. ACWP/Actual: Actual Cost of Work Performed. SPI/Schedule Performance Index = BCWP / BCWS. SPI greater than 1 is good (ahead of schedule). CPI/Cost Performance Index = BCWP/ACWP. CPI greater than 1 is good (under budget). Performance Ratio Percent: ACWP / BCWP * 100. Continuing the example, if the ACWS had been $3,000, then the performance ratio is $3,000 / $4,000 x 100 = 75%. (Under budget) P50: Used as a term for average curves (Mean value of early / late curves)

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Colour schema for S-Curves in S-Curves for Primavera

Planned Total Cost/Units Early
Periodical/Accumulated baseline percent for period.

Colour: Black Colour: Dark Grey Colour: Orange Colour: Blue

Planned Total Cost/Units Late

Periodical/Accumulated baseline percent for period.

Earned Total Cost/Units Actual Total Cost/Units

Periodical/Accumulated earned value towards baseline.

Periodical/accumulated Current plan Actual hours/costs for period / Current plan planned for period )

Planned Total Cost/Units Forecast Early

Colour: Black

Periodical/Accumulated planned value towards baseline plan. (Planned for period / baseline planned for period ). Entry point = Baseline Actual.

Planned Total Cost/Units Forecast Late

Colour: Dark Grey

Periodical/Accumulated planned value towards baseline plan. (Planned for period / baseline planned for period ). Entry point = Baseline Actual.

Current Total Cost/Units Forecast Early

Colour: Light Blue

Periodical/Accumulated planned value towards current plan. (Planned for period / baseline planned for period ) . Entry point = Current Actual

Current Total Cost/Units Forecast Late

Colour: Light Green

Periodical/Accumulated planned value towards current plan. (Planned for period / baseline planned for period ) Entry point = Current Actual

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Oracle Primavera P6 Standard Colors

A note on cost types in Oracle Primavera P6

In Primavera P6, we have four different types of cost involved in earned value calculations: 1. Labour cost ( resource level ) 2. Nonlabour cost ( resource level ) 3. Material cost ( resource level ) 4. Project Expenses ( task level ) To see a total of all cost; one must report on Task level in S-Curves for Primavera. Total Cost is Oracle Primavera Terminology for the sum of these four types of cost. The Earned cost value is based on Total Cost on activity level.

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Roles
If roles are used instead of regular resources; S-Curves for Primavera needs to be told this. This is done by selecting Use Roles in the Project Open dialogue.

Currency
S-Curves for Primavera has built in support for currency handling; based on the same currency dictionary as P6. The user must select the wanted currency when opening the projects. Select currency:

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Oracle Primavera P6 System Requirements

Oracle Primavera P6 version 8.1, 8.2, 8.3 Publish Project service must be enabled All projects must have an assigned Project Baseline Version 1.x: SQL Server 2008

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S-Curves for Primavera historic database

S-Curves for Primavera stores Primavera baseline and current data for each cutoff in its own database/tables. Data for each cutoff is stored in separate data tables, these tables are managed by SCurves for Primavera. Both current data and baseline data is stored for each cutoff; giving us the data needed to produce reports which illustrate changes in scope and keep true history. Data must be stored by the users at each cutoff; from project start to finish. This is done by choosing Save Period Snapshot in S-Curves for Primavera, described in detail later in this document.

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Selecting activity codes

We need to select which P6 activity codes than can be used in P6. Choose Action List, Select ActivityCodes

Choose the codes needed for reporting

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Storing project history

There are a few steps that are vital to creating and maintaining a complete project history; among them are creating the initial snapshot, and to store a new baseline in S-Curves for Primavera after rebaselining.

Creating an initial baseline in S-Curves for Primavera

1. Make sure the P6 project(s) have established a baseline; and that the project(s) have been scheduled. There is no way to make early/late curves without doing the schedule calculations. Make sure to hit F10 in P6 after assigning a new baseline or changed baseline! In the following example will have the P6 Datadate on 1. Oct 2011, and we have weekly cutoffs with period finish on Sundays. Project start is 8. Oct. 2. Start S-Curves for Primavera; and choose project(s) 3. Choose Action List, Save Snapshot.

4. Make sure the snapshot date is on the same day as period finish date; usually 1 day before P6 Datadate. Tick off Initial baseline snapshot

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6. Start Choose File New Session to load the data set into memory 7. For further snapshots use same method; but without the Initial baseline snapshot

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On-going projects
In the case where a project is already started and have been run for several cutoffs; all progress until first normal snapshot is shown within the first normal snapshot. The sample below: 1. The project started in July 2011, and have assigned a baseline with DD in July 2. The project has been run in P6 for a couple of cutoffs, and progress has been entered 3. After 3 months, S-Curves for Primavera is implemented for the project.

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Cutoff periods setup samples Weekly

Sample Project start is 4. February, Datadate in P6 is 4. February

Example 1: We want to use weekly periods; cutoff each Sunday. Initial snapshot Period 1 Period 2 P6 Datadate 3.Feb 11. feb 18. Feb S-Curves for Primavera snapshot date 2. Feb 10.Feb 17. feb

Setup in S-Curves for Primavera histograms

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Monthly (Calendar)
Sample Project start is 4. February, Datadate in P6 is 1. February

Example 2: We want to use weekly periods; cutoff each last day of Month. P6 Datadate Initial snapshot Period 1 Period 2 1.Feb 1.Mar 1.Apr S-Curves for Primavera snapshot date 31. Jan 28. Feb 31. Mar

Setup in S-Curves for Primavera histograms

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Monthly (Cutoff last Sunday each month)

Sample Project start is 4. February, Datadate in P6 is 1. February

Example 3: We want to use weekly periods; cutoff each last Sunday of Month. P6 Datadate Initial snapshot Period 1 Period 2 1.Feb 25.Feb 1.Apr S-Curves for Primavera snapshot date 31. Jan 24. Feb 31. Mar

Setup in S-Curves for Primavera histograms

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Creating periodical snapshots

1. After progressing the projects in P6, and the new datadate has been set, start SCurves for Primavera, select the corresponding project and choose Action List, Save Snapshot. 2. Make sure that the S-Curves for Primavera Snapshot date is set to the day after P6 Datadate; following our current sample; this will be 14.August 2011. (P6 datadate is set to 15. Aug 2011 for the first weekly period) 3. You will get a message that the snapshot has been created. 4. Start Choose File New Session to load the data set into memory and start reporting.

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Re-baselining
1. When a scope change occurs in P6; and the baseline has been updated in P6; we need to let S-Curves for Primavera know this. This is done by creating a special SCurves for Primavera snapshot; a New Baseline Snapshot. Follow this procedure to make sure the re-baselining is calculated correctly in S-Curves for Primavera. 2. After doing the needed adjustments in P6; make sure the project has been scheduled before creating the new baseline/updating the existing baseline. Also, make sure to F10 in P6 if you change the baseline. 3. Start S-Curves for Primavera, load the project(s) and choose Action List, Save Snapshot.

4. Start Choose File New Session to load the data set into memory and start reporting.

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Available Report Fields

The fields below are available for reporting.

Task level fields

Task level = sum of Resource Assignment level + expense level data -

Earned Total Cost

Period value and/or cumulated ( progress % * Baseline Budget)

Earned Total Cost %

Calculated towards baseline budget at cutoff

Planned Total Cost Early / Late

Baseline cost early / late

Planned Total Cost Early / Late %

Calculated towards baseline budget scope/dates % = Planned cost within period dates / Planned Total Cost at cutoff For historic data (left of DD); use Planned Total Cost at cutoff. as scope

Current Total Cost Early / Late

Current cost early / late

Current Total Cost Early / Late %

Calculated towards current budget scope/dates % = Current cost within period dates / Current Total Cost at cutoff For historic data (left of DD); use Current Total Cost at cutoff. as scope

Current Earned Total Cost Forecast Early

Earned + Remaining Earned( Estimated curves from Current Project datadate to project end date )

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Expense level fields

-

Planned Expense Cost Early / Late

Baseline Expense cost early / late

Actual Expense Cost

Actual cost early / late

Earned Expense Cost

Earned expense cost

Current Forecast Expense Cost Early

Actual Expense Cost + Estimate to complete/remaining ( Estimated curves from Current Project datadate to project end date )

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Resource Assignment level fields

Periodical / Cumulative cost fields.
-

Planned Total Cost Early / Late ! Baseline cost early / late Planned Total Cost Early / Late %
! ! ! Calculated towards baseline budget scope/dates % = Planned cost within period dates / Planned Total Cost For historic data (left of DD); use Planned Total Cost at cutoff. as scope Calculated towards current scope For historic data (left of DD); use Current Total Cost at cutoff Period value and/or cumulated ( progress % * Baseline Budget) Calculated towards baseline budget at cutoff Period value and/or cumulated ( progress % * Current Budget) Calculated towards Current budget. ( Current scope ) Period value and/or cumulated Calculated towards baseline budget Calculated towards current budget For historic data ( before DD) use the current budget at cutoff Actual + Estimate to complete/remaining ( Estimated curves from Current Project datadate to project end date )

Live Planned Total Cost Early / Late %

! ! ! ! ! ! ! ! ! !

Earned Total Cost

Earned Total Cost %

Live Earned Total Cost

Live Earned Total Cost % Actual Total Cost

Actual Total Cost %

Live Actual Total Cost %

Current Total Cost Forecast Early / Late

!

Current Total Cost Forecast Early / Late % ! Actual + Estimate to complete/remaining / Estimate At Completion ! Total scope is Baseline Budget Live Current Total Cost Forecast Early / Late % ! Actual + Estimate to complete/remaining / Estimate At Completion ! Total scope is Current Budget Planned Total Cost Forecast Early / Late
! Actual + Estimate to complete/remaining ( Estimated curves from Baseline Project datadate to baseline project end date ) Actual + Estimate to complete/remaining / Estimate At Completion(baseline plan)

Planned Total Cost Forecast Early / Late %

! ! ! !

Total scope is Baseline project

Live Planned Total Cost Forecast Early / Late % Total scope is Current project

Actual + Estimate to complete/remaining / Estimate At Completion(current plan)

Cost Performance Index (CPI) ! Earned / Actual Cost Schedule Performance Index (SPI) ! Earned / Planned Planned Total Cost Forecast P50 ! Mean value of Planned Total Cost Forecast Early / Late Current Total Cost Forecast P50 version 1.12.2 Page 23 of 40

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! Mean value of Current Total Cost Forecast Early / Late Planned Total Cost Forecast P50 % ! Mean value of Planned Total Cost Forecast Early / Late % ! Total scope is Baseline project Current Total Cost Forecast P50 % ! Mean value of Current Total Cost Forecast Early / Late % ! Total scope is Baseline project Planned Earned Total Cost Forecast Early/Late % ! Planned earned from Baseline DD ! Total scope is Baseline project Current Earned Total Cost Forecast Early/Late % ! Planned earned from Curent DD ! Total scope is Baseline project Planned Earned Total Cost Forecast P 50% ! Mean value of Planned Total Cost Forecast Early/Late % <Earned> ! Total scope is Baseline project Current Earned Total Cost Forecast P 50% ! Mean value of Current Total Cost Forecast Early/Late % <Earned> ! Total scope is Baseline project

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Periodical / Cumulative Unit fields. Earned Units

! Period value and/or cumulated ( Progress % * Baseline budget )

Earned Units % ! Period value and/or cumulated. ( Earned Units / Baseline budget ) Actual Units
! ! ! ! Period value and/or cumulated Period value and/or cumulated Baseline Budget is total scope Before Project Baseline Datadate: Actual progress towards baseline at that time.

Actual Units % Planned Units Early / Late ! After Project Baseline Datadate: Planned Units Forecast Early / Late Planned Units Early / Late %
! !

! !

Before Project Baseline Datadate: Actual progress towards baseline at that time. After Project Baseline Datadate: Planned Units Forecast Early / Late Baseline Budget is total scope Actual + Estimate to complete/remaining ( Estimated curves from Baseline Project datadate to baseline project end date ) Actual + Estimate to complete/remaining / Estimate At Completion Baseline Budget is total scope Mean value Planned Total Units Forecast Early / Late Mean value Planned Total Units Percent Early / Late Baseline Budget is total scope Actual + Estimate to complete/remaining ( Estimated curves from Current Project datadate to project end date ) Actual + Estimate to complete/remaining / Estimate At Completion Current Budget is total scope

Planned Units Forecast Early / Late Planned Units Forecast Early / Late %
! ! ! ! ! !

Planned Units Forecast P50 Planned Units Forecast P50 % Current Units Forecast Early / Late Current Units Forecast Early / Late %
! !

Current Units Forecast P50 ! Mean value Planned Total Units Forecast Early / Late Current Units Forecast P50 % ! Mean value Current Total Units Percent Early / Late ! Current Budget is total scope Unit Performance Index (CPI) ! Earned / Actual Unit Schedule Performance Index (SPI) ! Earned / Planned

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Report Samples
01 SCurve Total Cost
Report calculates all progress based on S-Curves for Primavera Extended Storage actuals, earned early/late. All figures computed towards the baseline active at each cutoff. Each cutoffs resource assignments saved towards historical database. Report variables Resource Cumulated Sample: Earned Total Cost Actual Total Cost Planned Total Cost Forecast Early Planned Total Cost Forecast Late

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02 SCurve Total Cost w_current forecast

Report variables Resource Cumulated Earned Total Cost Actual Total Cost Planned Total Cost Forecast Early Planned Total Cost Forecast Late Current Total Cost Forecast Early Current Total Cost Forecast Late

Sample:

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03 SCurve Total Cost Percent

Report variables Resource Cumulated Earned Total Cost % Actual Total Cost % Planned Total Cost Forecast Early % Planned Total Cost Forecast Late %

Sample:

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04 SCurve Total Cost Percent w_current forecast

Report variables Resource Cumulated Earned Total Cost % Actual Total Cost % Planned Total Cost Forecast Late % Planned Total Cost Forecast Late % Current Total Cost Forecast Early % Current Total Cost Forecast Late %

Sample(s):

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Sample - P50 Actual prognosis

Sample - P50 Earned prognosis

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05 Total Cost Earned forecast

Report variables Task Cumulated Earned Total Cost % Actual Total Cost % Planned Total Cost Early % Planned Total Cost Late %

Sample no baseline revision:

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06 SCurve Units
Report variables Resource Cumulated Earned Units Actual Units Planned Units Early Planned Units Late

Sample:

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07 SCurve Units w_current forecast

Report variables Resource Cumulated Earned Units Actual Units Planned Units Early Planned Units Late Current Units Forecast Early Current Units Forecast Late

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08 SCurve Units Percent

Report calculates all progress towards the baseline active at each cutoff. Report variables Resource Cumulated Earned Total Units % Actual Total Units % Planned Total Units Early % Planned Total Units Late %

Sample no baseline revision:

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09 SCurve Units Percent w_current forecast

Report calculates all progress towards the baseline active at each cutoff. Each cutoffs resource assignments saved towards historical database. Report variables Resource Cumulated Earned Units % Actual Units % Planned Units Forecast Late % Planned Units Forecast Late % Current Units Forecast Late % Current Units Forecast Late %

Sample no baseline revision:

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10 SCurve Live Cost Percent

Report calculates all progress based on current scope. Could be used to report on progress between rebaselining; where current project contains changes(could be new activities etc.) which are going to be included in next baseline. Report variables Resource Cumulated Live Earned Units % Live Actual Units % Live Planned Units Forecast Late % Live Planned Units Forecast Late % Live Current Units Forecast Late % Live Current Units Forecast Late %

T1 Period Progress Report Units

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Filters and Grouping

Resource filtering
It is possible to filter which resource is used as basis for reporting. For reports including earned value; it is required with only one resource per activity. ( Earned value is stored at activity level )

Illustration: User selects resource WF as the filter resource.

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WBS filtering / grouping

It is possible to filter on selected WBS-levels.

It is possible to get a report to create a s-curve for each entry at a specific WBS level; by using the Page field

In this sample we have selected WBS_Level 3; and get this report ( 2 pages for this simple data )

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Activity Code filtering

It is possible to filter and summarize/group on activity codes

EPS Coding

Illustration: User can select one or more projects for reporting. One can also select an entire EPS level.

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Contact Details
Product Web Site: www.scurvesforprimavera.com Head Office - Address: Promineo AS Eiganesveien 8 NO-4008 Stavanger Norway Phone: +47 9804 1000 Fax: +47 53 22 50 51

Corporate Web Site: www.promineo.no Product Sales: Europe - email: europe@promineo.com North America - email: usa@promineo.com Middle East - email: middleeast@promineo.com Asia - email: asia@promineo.com Other Region - email: otherregion@promineo.com

Product Support: Global - email: support@promineo.com

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