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Integrated Master Schedule

E
ellefsonj

The document discusses creating an integrated master schedule (IMS) to coordinate multiple construction projects for a military customer using available contractor schedule data. It provides steps to compile all relevant projects, map project details, identify USACE and non-USACE projects, connect the projects in Primavera software, and convert schedules from various formats into a consolidated IMS in Primavera to help the customer manage the projects. An example IMS is created for projects at Lackland Air Force Base to demonstrate the process.

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12 Step Program for an Integrated Master Schedule ( Creating an Installation Schedule for the Military Customer from available Data) Multiple Projects (USACE and non USACE) Multiple Contracts per Project Customers Integrated Master Schedule using Contractors Construction Schedules
What is an Integrated Master Schedule (IMS) ? A compilation of individual projects via critical path method construction schedules sharing a common location, purpose or inter-dependency, Defined by the owner on a case by case basis, For the purpose of improving coordination and communication between all parties during multiple, concurrent or inter-dependent efforts, In order to prevent costly mistakes due to interference, omissions or redundancies.
IMS Collaboration Field Office Construction Contractor Customer PDT District PDT
Benefits to Integrated Master Schedule (IMS) Helps the Customer better coordinate their entire facilitys Civil Works efforts General officers need to understand the IMS in order to make critical operational decisions The entire constellation (base/post) not just single stars (projects) Helps the Program/Project Manager better manage USACE projects in concert with the Customers universal efforts PPM does not show contractor construction schedule detail RMS shows key construction milestone dates & Pay Activities specific to each contract Saves time and money for everyone through better coordination & communication-WIN WIN Scenario!! A GOOD PLAN SAVES MONEY!! Pay now for good planning or pay later for the lack of good coordination! Helps the PDT and Customer look ahead by 30/60/90 Days to see over the horizon as a collaborative effort using existing available data Pro-active scheduling/coordination vs. Crisis management Helps the Customer, USACE and the contractors identify the real project (installations critical path) coordination, logic and interdependency
Helping the Program/Project Manager help the Customer ! Each customer has their respective Civil Engineering group (DoD or Civilian) responsible for installation oversight Each Civil Engineering group is attempting to facilitating multiple projects simultaneously using various means and methods A real opportunity for USACE to help the Customer Coordination of these efforts have an efficient, logical sequence once all project details are understood-THE CHALLENGE! We have the potential to really help the Customer by being resourceful with existing information and some basic knowledge The introduction of a new project or monthly updates of schedules may totally disrupt the existing Master Plan. The real schedule is very dynamic and the customer needs a way to see short and long term impacts of changes or additions
Automated Information System (AIS) Components CAPCES-DD1391 generator Oracle Projects (OP) Data repository Primavera Project Manager (PPM)- Scheduling for Design, Procurement and Award of a Construction Contract plus various Contract based milestones Corps of Engineers Financial Mgt System (CEFMS) Work Item Resident Management System (RMS)- Contract Admin Quality Control System (QCS)- Contractor Admin Consolidated RMS- Contract Admin Corporate Management Information (CMI)-Upward Compliance Reporting Congressional Website-Upward Compliance Reporting
PD2 5 P2 System P2 System OP3 Oracle Projects Primavera Project Manager CEFMS SWG CEFMS SWF CEFMS SWT CEFMS SWL Primavision Update Project Update Budget OP to CEFMS transfer Transfer CEFMS Actuals to OP Project Initiation Project Initiation OFA Reports Transfer OP Actuals to PPM Submit Budget - PPM to OP RMS CMI via PMBP Portal Staging Table CRMS CAPCES DD1391 Processor Number Project Initiation Form From PMgr myPrimavera SWT RMS SWF RMS SPK RMS QCS ftps Contractor s Schedule Pay Activities with $ & SDEF Coding SDEF
Access to QCS Download & User Guides http://www.rmssupport.com
User Guides for QCS and SDEF
Scheduling Standards
Contractors Schedule Consolidation for IMS Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Customer IMS SDEF Activity Codes Activity ID Nomenclatures Resource Loaded IMS WBS IMS Activity Codes
Each USACE contract will have a Contractors Construction Schedule/QCS Interface Each Contractors Primavera Schedule (i.e. Pay Activities and Amounts) must be exported into a Standard Data Exchange Format file (based on SDEF activity coding specs) to be imported into the contractors QCS to be imported with the Contract found in RMS/CEFMS Each Primavera schedule can be shared via a backup file and restored to another users Primavera software Each project can be consolidated into a group of projects Several contracts may represent a single USACE or non USACE project Multiple projects (USACE or non USACE) may represent a customers project or program or master plan with inter project dependencies Construction Schedule detail may be in P3, P6, MS Project or Excel formats (USACE vs. non USACE schedules)
Multiple P2 Projects containing Multiple Contracts Projects A, B, C each with a separate P2#/PN and DD1391 Each Project resulted in a single or multiple contracting actions as part of the Project Acquisition strategy (PROC2050) Each contracting action becomes a separate element within RMS (Milestones only) as a result of PPM setup within the 61000 WBS (Construction node) Reference RMS Briefing #1 RMS only tracks Contracts Each Contractors schedule must interface to each RMS contract via Contractors proper setup of their respective stand alone QCS utilizing a SDEF file (schedule export file) imported into QCS that feeds RMS RMS reports key Milestone dates back to PPM but no construction schedule detail
PD2/SPS/RMS/QCS Contract Detail Multiple Projects & Contracts (Ready for Invoice Processing) 0001 $$$$$$ 0002 $$$$$$ 0003 $$$$$$ 0001 $$$$$$ 0002 $$$$$$ 0001 $$$$$$ 0002 $$$$$$ 0003 $$$$$$ 0001 $$$$$$$ 0002 $$$$$$$ 0001 $$$$$$ 0002 $$$$$$ RMS Balanced PD2/SPS CLINS (Contracting) RMS Balanced Project A: Pay Activity 8 Pay Activity 9 Pay Activity 12 Pay Activity 10 Pay Activity 11 Pay Activity 6 Pay Activity 7 Pay Activity 5 Pay Activity 3 Pay Activity 4 Pay Activity 1 Pay Activity 2 QCS-Contractor Schedule (Field Office) M2185575 FWI-6717GG Bldg 4 FA8903-06-D8520-0025 C.60000.61000.2 Contract-CONSTSVCS-C2 Bldg 4 M2185571 FWI-B74KGD Central Energy Plant FA8903-06-D8520-0025 C.60000.61000.1 Contract-CONSTSVCS-C1 CEP Project C: M2185572 FWI-740C4 Bldg 3 FA8903-06-D8520-0024 B.60000.61000.1 Contract-CONSTSVCS-B1 Bldg 3 Project B: M2185570 FWI-9638GD Bldg 2 FA8903-06-D8520-0023 A.60000.61000.2 Contract-CONSTSVCS-A2 Bldg 2 M2185569 FWI-6717CK Bldg1 FA8903-06-D8520-0022 A.60000.61000.1 Contract-CONSTSVCS-A1 Bldg 1 CEFMS-Funding (Program Analyst Contract Phase (Ph) & Title Linked to Multiple Contracts in RMS (RMS Coordinator) RMS Contract Post Award (RMS Coordinator) Primavera (PPM/P2) WBS Structure (SWF PMO) Project
Customers Integrated Installation Primavera Schedule Portfolio Each segment of this schedule represents a separate contracting action from the same or different contractor. Project A Bldg 1 Project A Bldg 2 Project B Bldg 3 Project C CEP Project C Bldg 4
PD2/SPS/RMS/QCS Contract Schedule & Pay App (ENG090 ) (Schedule & RMS Update) 0001 $$$$$$ 0002 $$$$$$ 0003 $$$$$$ 0001 $$$$$$ 0002 $$$$$$ 0001 $$$$$$ 0002 $$$$$$ 0003 $$$$$$ 0001 $$$$$$$ 0002 $$$$$$$ 0001 $$$$$$ 0002 $$$$$$ RMS Balanced PD2/SPS CLINS RMS Balanced Project A: Pay Activity 8 (5%) Pay Activity 9 Pay Activity 12 Pay Activity 10(15%) Pay Activity 11(10%) Pay Activity 6 (10%) Pay Activity 7 Pay Activity 5 Pay Activity 3 (20%) Pay Activity 4 Pay Activity 1 (50%) Pay Activity 2 QCS-Contractor Statused Schedule M2185575 FWI-6717GG Bldg 4 FA8903-06-D8520-0025 C.60000.61000.2 Contract-CONSTSVCS-C2 Bldg 4 M2185571 FWI-B74KGD Central Energy Plant FA8903-06-D8520-0025 C.60000.61000.1 Contract-CONSTSVCS-C1 CEP Project C: M2185572 FWI-740C4 Bldg 3 FA8903-06-D8520-0024 B.60000.61000.1 Contract-CONSTSVCS-B1 Bldg 3 Project B: M2185570 FWI-9638GD Bldg 2 FA8903-06-D8520-0023 A.60000.61000.2 Contract-CONSTSVCS-A2 Bldg 2 M2185569 FWI-6717CK Bldg1 FA8903-06-D8520-0022 A.60000.61000.1 Contract-CONSTSVCS-A1 Bldg 1 CEFMS-Funding Contract Phase (Ph) & Title Linked to One Contract in RMS RMS Contract Post Award Primavera (PPM/P2) WBS Structure Project
This sure looks like a lot of extra work! (Building an Integrated Master Schedule using Primavera software) Applying 12 Simple Steps to build an IMS for Lackland AFB, San Antonio TX
Lackland AFB Here is an example how one can create an IMS for a military installations multiple projects in order to help USACE and the Customer (Owner) better manage and coordinate their respective efforts! The Customer needs to monitor both USACE and non USACE construction projects The Customer needs to see all the construction Projects collectively in order to fully understand the best way to implement and execute each project within their IMS.
Lackland AFB, San Antonio, TX ATC Site
Using Primavera (P3 or P6) to host an Integrated Master Schedule Step One : Understand the Program or Customer requirements PM collaboration with customers liaison(s), USACE PDT and responsible USACE field office person(s) Compile a Master project list - All projects in the eyes of the customer What does the Customer need to track? At what reporting frequency (monthly/quarterly)? Step Two : Map out each of the customers Projects e-format details Step Three : Identify all USACE and non USACE projects (grocery list of projects) Step Four: Confirm and list the known procurement strategies for each USACE project, review PPM, RMS and QCS configurations with the field office - note the Primavera format (P3/PRX or P6/XER) of each contract in QCS-USACE Collaboration Step Five : Ascertain and list how the customer is/should be tracking (file format) the non USACE projects (MS Project, Excel, Primavera etc) Step Six : Draw the Big Picture and connect the Dots
Step Six : Connecting the Dots Should your customers Integrated Master Schedule be maintained in P3 or P6? P3 - Uses Project Groups and sub-projects (Sub-Project ID) P6 - Uses Enterprise Project Structure, Portfolios and Projects Is the customer, customer contractor etal using MS Project/ What version? Is there reasonable detail in each schedule? This example is assuming P3 as the host software for the IMS If host software was P6 just a slight modification to the specific conversions Other elements to consider Activity ID Number structure Host project activity codes SDEF standard activity codes Customer reporting/tracking requirements
USACE Projects DFAC#1 In Process Completed ATC #1-Small Business (SB) Customer Utility Projects TBD TBD ATC #2-SB ATC #3 & 4 TBD TBD DFAC #2 Customer TBD TBD ATC #4 Customer TBD TBD ATC #3 ATC# 1&2, Customer Projects TBD TBD DFAC #1 Customer Demo Projects TBD TBD ATC #2-LB Customer Demolition & Utilities/Roads Completed Completed ATC #1-Large Business (LB) Dependent Project Awarded/Const RMS/QCS Design/RFP Development USACE Project
Non-USACE Projects Demolish Bldg 9050 Completed Completed Renovate Carswell Ave ATC East Campus In-Progress Completed Upgrade Sewer Line ATC East Campus TBD TBD Upgrade COMM Duct Bank Demolish Bldg 6045-6048 Completed Completed Abate Bldg 6045-6048 Demolish Bldg 9050 Completed Completed Abate Bldg 9050 ATC#3 TBD Completed Demolish Bldg 6045-6048 New Road TBD TBD New Access Control Point ATC#1 In-Progress Completed Move Building 6359 ATC #1 Start Completed Completed Demolish Bldg 9050 Dependent Project Awarded/Const Design/RFP Customer Project
Project Summary LACK/X1 MPX N/A Demolish Bldg 9050 LACK/X2 MPX N/A Renovate Carswell Ave LACK/X3 MSP 7 N/A Move Building 6359 LACK/X4 MSP 7 N/A Upgrade Sewer Line LACK/X9 MSP 7 N/A Abate Bldg 6045-6048 LACK/X8 MSP 7 N/A Abate Bldg 9050 LACK/X7 MSP 7 N/A Demolish Bldg 6045-6048 LACK/X6 MSP 7 N/A New Access Control Point LACK/X5 MSP 7 N/A Upgrade COMM Duct Bank Customer Project LACK/D2 TBD Not Completed DFAC #2 LACK/A4 TBD Not Completed ATC #4 LACK/A3 TBD Not Completed ATC #3 LACK/D1 TBD Not Completed DFAC #1 LACK/B2 TBD Not Completed ATC #2-SB LACK/A2 TBD Not Completed ATC #2-LB LACKB1 P3/PRX Not Completed ATC #1-Small Bus LACK/A1 P3/PRX Completed ATC #1-Large Bus Master Schedule Mapping Contractors Schedule Format QCS/RMS USACE Project
All Known Projects Added to Projects Group LACK as Subprojects Convert MPX to P3, Copy to Group MPX LACK/X1 Demolish Bldg 9050 Convert MPX to P3, Copy to Group MPX LACK/X2 Renovate Carswell Ave XML 2007, Import P6 and Export as P3, Restore and Copy to Group MSP 7 LACK/X3 Move Building 6359 P3 Export Excel Template, Copy Paste to Template and Import to P3 file, Copy to Group Excel LACK/X4 Upgrade Sewer Line TBD MSP 7 LACK/X9 Abate Bldg 6045-6048 TBD MSP 7 LACK/X8 Abate Bldg 9050 TBD MSP 7 LACK/X7 Demolish Bldg 6045-6048 TBD MSP 7 LACK/X6 New Access Control Point TBD MSP 7 LACK/X5 Upgrade COMM Duct Bank Customer Project TBD TBD LACK/D2 DFAC #2 TBD TBD LACK/A4 ATC #4 TBD TBD LACK/A3 ATC #3 TBD TBD LACK/D1 DFAC #1 TBD TBD LACK/B2 ATC #2-SB TBD TBD LACK/A2 ATC #2-LB Restore PRX, Copy to Group P3/PRX LACKB1 ATC #1-Small Bus Restore PRX, Copy to Group P3/PRX LACK/A1 ATC #1-Large Bus P3 Conversion Instructions Current Contractors Schedule Format P3 Master Schedule Mapping USACE Project
Conversion Reference Tables How to convert provided construction schedule data to IMS data conversion and grouping procedure based on the source of the construction schedule detail and the receiving IMS host software. Several software scenarios are possible when trying to consolidate stand alone schedules into an IMS: Primavera Project Planner 3.1 (P3) Primavera Project Manager (PPM) version 5.0 (P5) Primavera Project Manager (PPM) version 6.0 (P6) Primavera Project Manager (PPM) version 6.1 (P6) Primavera Project Manager (PPM) version 6.2.1 or later (P6) MS Project 2000 MS Project 2002/2003 MS Project 2007 Based on the software used as the Host for the IMS, each standalone contractors construction schedule would be restored or converted to the host software format. This is not a difficult task but can be confusing based on file formats or versions Data Mapping of all schedules (Step #2) to the host IMS is very helpful
Summary Conversion Table Export from PPM to P3, Copy new project to IMS Project Group Import .XER new project under Group EPS v 6.2.1 or later .XER (P6v6.2.1+) Export blank XLS from new Project created in IMS P3.1, Copy paste content of original XLS to new XLS, Import new Excel file into IMS P3.1 Export blank XLS from new Project created in IMS P6.2.1, Copy paste content of original XLS to new XLS, Import new Excel file into IMS P6.2.1 .xls (Excel) Convert file to XLS per convertor file from MS website, Export blank XLS from new Project created in IMS P3.1, Copy paste content of original XLS to new XLS, Import new Excel file into IMS P3.1 Convert file to XLS per convertor file from MS website, Export blank XLS from new Project created in IMS P6.2.1, Copy paste content of original XLS to new XLS, Import new Excel file into IMS P6.2.1 .xlsx (Excel 2007) Import .XER into v6.2.1, Export to P3, Copy new project to IMS Project Group (assign 2 chs Sub project ID) Import .XER new project under Group EPS v 6.2.1 .XER (P6v6.2.1) Export from PPM to P3, Copy new project to IMS Project Group Import .XER new project under Group EPS v 6.1 .XER (P6v6.1) Export from PPM to P3, Copy new project to IMS Project Group Import .XER new project under Group EPS v 6.0 .XER (P6) Export from PPM to P3, Copy new project to IMS Project Group Import .XER new project under Group EPS v 5.0 .XER (P5) Restore PRX to P3, restored P3 project copied to IMS Project Group (assign 2 chs Sub project ID) Restore PRX to P3, Import P3 project to P6.2.1 EPS as a new project under Group EPS PRX (P3) Import XML 2007 to P6.2.1, Export new project as P3, Restore to P3 and copied to IMS Project Group Import XML 2007 to new project in EPS XML 2007 (MSP) Import XML 2002/3 to P6.2.1, Export new project as P3, Restore to P3 and copied to IMS Project Group Import XML 2002/3 to new project in EPS XML 2002/2003 (MSP) Tools, MPX to P3, P3 project copied to IMS Project Group Import MPX as new project in EPS MPX (MSP) TO: P3.1 TO: P6.2.1 FROM File Format
Using Primavera (P3 or P6) to compile a Customer Master Schedule (cont) Step Seven : Identify inter-project connecting points Step Eight : Connect critical schedule activities between projects Step Nine : Recalculate the new Schedule with current Data Date Step Ten : Review Adjusted Schedule Dates (IMS Critical Path) with Customer and USACE PDT constraints and Recalculate Schedule. Generate IMS Baseline. Step Eleven : Compare USACE IMS dates to current RMS dates Step Twelve : Generate 30/60/90 Look Ahead Report from Primavera IMS for executive leadership review
Benefits to Integrated Master Schedule (IMS) Helps USACE & Customer better coordinate all installation efforts Helps the Program/Project Manager better manage USACE projects in concert with the Customers other efforts Helps the PDT, PM , Field office and Customer look ahead by 30/60/90 days to see over the horizon preventing the train wrecks! Conduct What-If Scenarios to solve potential coordination problems Saves time and money through better coordination
Customers Integrated Master Primavera Schedule Each segment of this schedule represents a separate contracting action or P2 Project from the same or different contractor. Demolition ATC#1 ATC#2 DFAC#1 ATC #3
Summary: Benefits to Integrated Master Schedule (IMS) IMS is compiled as needed using existing construction schedule data provided monthly by the contractor Helps the Customer better coordinate all of the installations Civil Works efforts Helps the Program/Project Manager better manage USACE projects in concert with the Customers universal efforts Saves time and money for all parties through better coordination & communication-WIN WIN Scenario!! Helps the PDT and Customer look ahead by 30/60/90 Days to see over the horizon as a collaborative effort using existing available data Helps the Customer, USACE and the contractors identify the real project (installations critical path) coordination, logic and interdependency Conduct independent What-If Scenarios to solve potential coordination problems Saves time and money through better coordination!!
Q & A
Contact Information Name: Jeff Ellefson, SWF PMO Phone: (817) 886-1478 or (972) 447-9912 Email: [email_address] or ellefsonj@aol.com

More Related Content

Integrated Master Schedule

  • 1. 12 Step Program for an Integrated Master Schedule ( Creating an Installation Schedule for the Military Customer from available Data) Multiple Projects (USACE and non USACE) Multiple Contracts per Project Customers Integrated Master Schedule using Contractors Construction Schedules
  • 2. What is an Integrated Master Schedule (IMS) ? A compilation of individual projects via critical path method construction schedules sharing a common location, purpose or inter-dependency, Defined by the owner on a case by case basis, For the purpose of improving coordination and communication between all parties during multiple, concurrent or inter-dependent efforts, In order to prevent costly mistakes due to interference, omissions or redundancies.
  • 3. IMS Collaboration Field Office Construction Contractor Customer PDT District PDT
  • 4. Benefits to Integrated Master Schedule (IMS) Helps the Customer better coordinate their entire facilitys Civil Works efforts General officers need to understand the IMS in order to make critical operational decisions The entire constellation (base/post) not just single stars (projects) Helps the Program/Project Manager better manage USACE projects in concert with the Customers universal efforts PPM does not show contractor construction schedule detail RMS shows key construction milestone dates & Pay Activities specific to each contract Saves time and money for everyone through better coordination & communication-WIN WIN Scenario!! A GOOD PLAN SAVES MONEY!! Pay now for good planning or pay later for the lack of good coordination! Helps the PDT and Customer look ahead by 30/60/90 Days to see over the horizon as a collaborative effort using existing available data Pro-active scheduling/coordination vs. Crisis management Helps the Customer, USACE and the contractors identify the real project (installations critical path) coordination, logic and interdependency
  • 5. Helping the Program/Project Manager help the Customer ! Each customer has their respective Civil Engineering group (DoD or Civilian) responsible for installation oversight Each Civil Engineering group is attempting to facilitating multiple projects simultaneously using various means and methods A real opportunity for USACE to help the Customer Coordination of these efforts have an efficient, logical sequence once all project details are understood-THE CHALLENGE! We have the potential to really help the Customer by being resourceful with existing information and some basic knowledge The introduction of a new project or monthly updates of schedules may totally disrupt the existing Master Plan. The real schedule is very dynamic and the customer needs a way to see short and long term impacts of changes or additions
  • 6. Automated Information System (AIS) Components CAPCES-DD1391 generator Oracle Projects (OP) Data repository Primavera Project Manager (PPM)- Scheduling for Design, Procurement and Award of a Construction Contract plus various Contract based milestones Corps of Engineers Financial Mgt System (CEFMS) Work Item Resident Management System (RMS)- Contract Admin Quality Control System (QCS)- Contractor Admin Consolidated RMS- Contract Admin Corporate Management Information (CMI)-Upward Compliance Reporting Congressional Website-Upward Compliance Reporting
  • 7. PD2 5 P2 System P2 System OP3 Oracle Projects Primavera Project Manager CEFMS SWG CEFMS SWF CEFMS SWT CEFMS SWL Primavision Update Project Update Budget OP to CEFMS transfer Transfer CEFMS Actuals to OP Project Initiation Project Initiation OFA Reports Transfer OP Actuals to PPM Submit Budget - PPM to OP RMS CMI via PMBP Portal Staging Table CRMS CAPCES DD1391 Processor Number Project Initiation Form From PMgr myPrimavera SWT RMS SWF RMS SPK RMS QCS ftps Contractor s Schedule Pay Activities with $ & SDEF Coding SDEF
  • 8. Access to QCS Download & User Guides http://www.rmssupport.com
  • 9. User Guides for QCS and SDEF
  • 11. Contractors Schedule Consolidation for IMS Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Contractors Schedule Customer IMS SDEF Activity Codes Activity ID Nomenclatures Resource Loaded IMS WBS IMS Activity Codes
  • 12. Each USACE contract will have a Contractors Construction Schedule/QCS Interface Each Contractors Primavera Schedule (i.e. Pay Activities and Amounts) must be exported into a Standard Data Exchange Format file (based on SDEF activity coding specs) to be imported into the contractors QCS to be imported with the Contract found in RMS/CEFMS Each Primavera schedule can be shared via a backup file and restored to another users Primavera software Each project can be consolidated into a group of projects Several contracts may represent a single USACE or non USACE project Multiple projects (USACE or non USACE) may represent a customers project or program or master plan with inter project dependencies Construction Schedule detail may be in P3, P6, MS Project or Excel formats (USACE vs. non USACE schedules)
  • 13. Multiple P2 Projects containing Multiple Contracts Projects A, B, C each with a separate P2#/PN and DD1391 Each Project resulted in a single or multiple contracting actions as part of the Project Acquisition strategy (PROC2050) Each contracting action becomes a separate element within RMS (Milestones only) as a result of PPM setup within the 61000 WBS (Construction node) Reference RMS Briefing #1 RMS only tracks Contracts Each Contractors schedule must interface to each RMS contract via Contractors proper setup of their respective stand alone QCS utilizing a SDEF file (schedule export file) imported into QCS that feeds RMS RMS reports key Milestone dates back to PPM but no construction schedule detail
  • 14. PD2/SPS/RMS/QCS Contract Detail Multiple Projects & Contracts (Ready for Invoice Processing) 0001 $$$$$$ 0002 $$$$$$ 0003 $$$$$$ 0001 $$$$$$ 0002 $$$$$$ 0001 $$$$$$ 0002 $$$$$$ 0003 $$$$$$ 0001 $$$$$$$ 0002 $$$$$$$ 0001 $$$$$$ 0002 $$$$$$ RMS Balanced PD2/SPS CLINS (Contracting) RMS Balanced Project A: Pay Activity 8 Pay Activity 9 Pay Activity 12 Pay Activity 10 Pay Activity 11 Pay Activity 6 Pay Activity 7 Pay Activity 5 Pay Activity 3 Pay Activity 4 Pay Activity 1 Pay Activity 2 QCS-Contractor Schedule (Field Office) M2185575 FWI-6717GG Bldg 4 FA8903-06-D8520-0025 C.60000.61000.2 Contract-CONSTSVCS-C2 Bldg 4 M2185571 FWI-B74KGD Central Energy Plant FA8903-06-D8520-0025 C.60000.61000.1 Contract-CONSTSVCS-C1 CEP Project C: M2185572 FWI-740C4 Bldg 3 FA8903-06-D8520-0024 B.60000.61000.1 Contract-CONSTSVCS-B1 Bldg 3 Project B: M2185570 FWI-9638GD Bldg 2 FA8903-06-D8520-0023 A.60000.61000.2 Contract-CONSTSVCS-A2 Bldg 2 M2185569 FWI-6717CK Bldg1 FA8903-06-D8520-0022 A.60000.61000.1 Contract-CONSTSVCS-A1 Bldg 1 CEFMS-Funding (Program Analyst Contract Phase (Ph) & Title Linked to Multiple Contracts in RMS (RMS Coordinator) RMS Contract Post Award (RMS Coordinator) Primavera (PPM/P2) WBS Structure (SWF PMO) Project
  • 15. Customers Integrated Installation Primavera Schedule Portfolio Each segment of this schedule represents a separate contracting action from the same or different contractor. Project A Bldg 1 Project A Bldg 2 Project B Bldg 3 Project C CEP Project C Bldg 4
  • 16. PD2/SPS/RMS/QCS Contract Schedule & Pay App (ENG090 ) (Schedule & RMS Update) 0001 $$$$$$ 0002 $$$$$$ 0003 $$$$$$ 0001 $$$$$$ 0002 $$$$$$ 0001 $$$$$$ 0002 $$$$$$ 0003 $$$$$$ 0001 $$$$$$$ 0002 $$$$$$$ 0001 $$$$$$ 0002 $$$$$$ RMS Balanced PD2/SPS CLINS RMS Balanced Project A: Pay Activity 8 (5%) Pay Activity 9 Pay Activity 12 Pay Activity 10(15%) Pay Activity 11(10%) Pay Activity 6 (10%) Pay Activity 7 Pay Activity 5 Pay Activity 3 (20%) Pay Activity 4 Pay Activity 1 (50%) Pay Activity 2 QCS-Contractor Statused Schedule M2185575 FWI-6717GG Bldg 4 FA8903-06-D8520-0025 C.60000.61000.2 Contract-CONSTSVCS-C2 Bldg 4 M2185571 FWI-B74KGD Central Energy Plant FA8903-06-D8520-0025 C.60000.61000.1 Contract-CONSTSVCS-C1 CEP Project C: M2185572 FWI-740C4 Bldg 3 FA8903-06-D8520-0024 B.60000.61000.1 Contract-CONSTSVCS-B1 Bldg 3 Project B: M2185570 FWI-9638GD Bldg 2 FA8903-06-D8520-0023 A.60000.61000.2 Contract-CONSTSVCS-A2 Bldg 2 M2185569 FWI-6717CK Bldg1 FA8903-06-D8520-0022 A.60000.61000.1 Contract-CONSTSVCS-A1 Bldg 1 CEFMS-Funding Contract Phase (Ph) & Title Linked to One Contract in RMS RMS Contract Post Award Primavera (PPM/P2) WBS Structure Project
  • 17. This sure looks like a lot of extra work! (Building an Integrated Master Schedule using Primavera software) Applying 12 Simple Steps to build an IMS for Lackland AFB, San Antonio TX
  • 18. Lackland AFB Here is an example how one can create an IMS for a military installations multiple projects in order to help USACE and the Customer (Owner) better manage and coordinate their respective efforts! The Customer needs to monitor both USACE and non USACE construction projects The Customer needs to see all the construction Projects collectively in order to fully understand the best way to implement and execute each project within their IMS.
  • 19. Lackland AFB, San Antonio, TX ATC Site
  • 20. Using Primavera (P3 or P6) to host an Integrated Master Schedule Step One : Understand the Program or Customer requirements PM collaboration with customers liaison(s), USACE PDT and responsible USACE field office person(s) Compile a Master project list - All projects in the eyes of the customer What does the Customer need to track? At what reporting frequency (monthly/quarterly)? Step Two : Map out each of the customers Projects e-format details Step Three : Identify all USACE and non USACE projects (grocery list of projects) Step Four: Confirm and list the known procurement strategies for each USACE project, review PPM, RMS and QCS configurations with the field office - note the Primavera format (P3/PRX or P6/XER) of each contract in QCS-USACE Collaboration Step Five : Ascertain and list how the customer is/should be tracking (file format) the non USACE projects (MS Project, Excel, Primavera etc) Step Six : Draw the Big Picture and connect the Dots
  • 21. Step Six : Connecting the Dots Should your customers Integrated Master Schedule be maintained in P3 or P6? P3 - Uses Project Groups and sub-projects (Sub-Project ID) P6 - Uses Enterprise Project Structure, Portfolios and Projects Is the customer, customer contractor etal using MS Project/ What version? Is there reasonable detail in each schedule? This example is assuming P3 as the host software for the IMS If host software was P6 just a slight modification to the specific conversions Other elements to consider Activity ID Number structure Host project activity codes SDEF standard activity codes Customer reporting/tracking requirements
  • 22. USACE Projects DFAC#1 In Process Completed ATC #1-Small Business (SB) Customer Utility Projects TBD TBD ATC #2-SB ATC #3 & 4 TBD TBD DFAC #2 Customer TBD TBD ATC #4 Customer TBD TBD ATC #3 ATC# 1&2, Customer Projects TBD TBD DFAC #1 Customer Demo Projects TBD TBD ATC #2-LB Customer Demolition & Utilities/Roads Completed Completed ATC #1-Large Business (LB) Dependent Project Awarded/Const RMS/QCS Design/RFP Development USACE Project
  • 23. Non-USACE Projects Demolish Bldg 9050 Completed Completed Renovate Carswell Ave ATC East Campus In-Progress Completed Upgrade Sewer Line ATC East Campus TBD TBD Upgrade COMM Duct Bank Demolish Bldg 6045-6048 Completed Completed Abate Bldg 6045-6048 Demolish Bldg 9050 Completed Completed Abate Bldg 9050 ATC#3 TBD Completed Demolish Bldg 6045-6048 New Road TBD TBD New Access Control Point ATC#1 In-Progress Completed Move Building 6359 ATC #1 Start Completed Completed Demolish Bldg 9050 Dependent Project Awarded/Const Design/RFP Customer Project
  • 24. Project Summary LACK/X1 MPX N/A Demolish Bldg 9050 LACK/X2 MPX N/A Renovate Carswell Ave LACK/X3 MSP 7 N/A Move Building 6359 LACK/X4 MSP 7 N/A Upgrade Sewer Line LACK/X9 MSP 7 N/A Abate Bldg 6045-6048 LACK/X8 MSP 7 N/A Abate Bldg 9050 LACK/X7 MSP 7 N/A Demolish Bldg 6045-6048 LACK/X6 MSP 7 N/A New Access Control Point LACK/X5 MSP 7 N/A Upgrade COMM Duct Bank Customer Project LACK/D2 TBD Not Completed DFAC #2 LACK/A4 TBD Not Completed ATC #4 LACK/A3 TBD Not Completed ATC #3 LACK/D1 TBD Not Completed DFAC #1 LACK/B2 TBD Not Completed ATC #2-SB LACK/A2 TBD Not Completed ATC #2-LB LACKB1 P3/PRX Not Completed ATC #1-Small Bus LACK/A1 P3/PRX Completed ATC #1-Large Bus Master Schedule Mapping Contractors Schedule Format QCS/RMS USACE Project
  • 25. All Known Projects Added to Projects Group LACK as Subprojects Convert MPX to P3, Copy to Group MPX LACK/X1 Demolish Bldg 9050 Convert MPX to P3, Copy to Group MPX LACK/X2 Renovate Carswell Ave XML 2007, Import P6 and Export as P3, Restore and Copy to Group MSP 7 LACK/X3 Move Building 6359 P3 Export Excel Template, Copy Paste to Template and Import to P3 file, Copy to Group Excel LACK/X4 Upgrade Sewer Line TBD MSP 7 LACK/X9 Abate Bldg 6045-6048 TBD MSP 7 LACK/X8 Abate Bldg 9050 TBD MSP 7 LACK/X7 Demolish Bldg 6045-6048 TBD MSP 7 LACK/X6 New Access Control Point TBD MSP 7 LACK/X5 Upgrade COMM Duct Bank Customer Project TBD TBD LACK/D2 DFAC #2 TBD TBD LACK/A4 ATC #4 TBD TBD LACK/A3 ATC #3 TBD TBD LACK/D1 DFAC #1 TBD TBD LACK/B2 ATC #2-SB TBD TBD LACK/A2 ATC #2-LB Restore PRX, Copy to Group P3/PRX LACKB1 ATC #1-Small Bus Restore PRX, Copy to Group P3/PRX LACK/A1 ATC #1-Large Bus P3 Conversion Instructions Current Contractors Schedule Format P3 Master Schedule Mapping USACE Project
  • 26. Conversion Reference Tables How to convert provided construction schedule data to IMS data conversion and grouping procedure based on the source of the construction schedule detail and the receiving IMS host software. Several software scenarios are possible when trying to consolidate stand alone schedules into an IMS: Primavera Project Planner 3.1 (P3) Primavera Project Manager (PPM) version 5.0 (P5) Primavera Project Manager (PPM) version 6.0 (P6) Primavera Project Manager (PPM) version 6.1 (P6) Primavera Project Manager (PPM) version 6.2.1 or later (P6) MS Project 2000 MS Project 2002/2003 MS Project 2007 Based on the software used as the Host for the IMS, each standalone contractors construction schedule would be restored or converted to the host software format. This is not a difficult task but can be confusing based on file formats or versions Data Mapping of all schedules (Step #2) to the host IMS is very helpful
  • 27. Summary Conversion Table Export from PPM to P3, Copy new project to IMS Project Group Import .XER new project under Group EPS v 6.2.1 or later .XER (P6v6.2.1+) Export blank XLS from new Project created in IMS P3.1, Copy paste content of original XLS to new XLS, Import new Excel file into IMS P3.1 Export blank XLS from new Project created in IMS P6.2.1, Copy paste content of original XLS to new XLS, Import new Excel file into IMS P6.2.1 .xls (Excel) Convert file to XLS per convertor file from MS website, Export blank XLS from new Project created in IMS P3.1, Copy paste content of original XLS to new XLS, Import new Excel file into IMS P3.1 Convert file to XLS per convertor file from MS website, Export blank XLS from new Project created in IMS P6.2.1, Copy paste content of original XLS to new XLS, Import new Excel file into IMS P6.2.1 .xlsx (Excel 2007) Import .XER into v6.2.1, Export to P3, Copy new project to IMS Project Group (assign 2 chs Sub project ID) Import .XER new project under Group EPS v 6.2.1 .XER (P6v6.2.1) Export from PPM to P3, Copy new project to IMS Project Group Import .XER new project under Group EPS v 6.1 .XER (P6v6.1) Export from PPM to P3, Copy new project to IMS Project Group Import .XER new project under Group EPS v 6.0 .XER (P6) Export from PPM to P3, Copy new project to IMS Project Group Import .XER new project under Group EPS v 5.0 .XER (P5) Restore PRX to P3, restored P3 project copied to IMS Project Group (assign 2 chs Sub project ID) Restore PRX to P3, Import P3 project to P6.2.1 EPS as a new project under Group EPS PRX (P3) Import XML 2007 to P6.2.1, Export new project as P3, Restore to P3 and copied to IMS Project Group Import XML 2007 to new project in EPS XML 2007 (MSP) Import XML 2002/3 to P6.2.1, Export new project as P3, Restore to P3 and copied to IMS Project Group Import XML 2002/3 to new project in EPS XML 2002/2003 (MSP) Tools, MPX to P3, P3 project copied to IMS Project Group Import MPX as new project in EPS MPX (MSP) TO: P3.1 TO: P6.2.1 FROM File Format
  • 28. Using Primavera (P3 or P6) to compile a Customer Master Schedule (cont) Step Seven : Identify inter-project connecting points Step Eight : Connect critical schedule activities between projects Step Nine : Recalculate the new Schedule with current Data Date Step Ten : Review Adjusted Schedule Dates (IMS Critical Path) with Customer and USACE PDT constraints and Recalculate Schedule. Generate IMS Baseline. Step Eleven : Compare USACE IMS dates to current RMS dates Step Twelve : Generate 30/60/90 Look Ahead Report from Primavera IMS for executive leadership review
  • 29. Benefits to Integrated Master Schedule (IMS) Helps USACE & Customer better coordinate all installation efforts Helps the Program/Project Manager better manage USACE projects in concert with the Customers other efforts Helps the PDT, PM , Field office and Customer look ahead by 30/60/90 days to see over the horizon preventing the train wrecks! Conduct What-If Scenarios to solve potential coordination problems Saves time and money through better coordination
  • 30. Customers Integrated Master Primavera Schedule Each segment of this schedule represents a separate contracting action or P2 Project from the same or different contractor. Demolition ATC#1 ATC#2 DFAC#1 ATC #3
  • 31. Summary: Benefits to Integrated Master Schedule (IMS) IMS is compiled as needed using existing construction schedule data provided monthly by the contractor Helps the Customer better coordinate all of the installations Civil Works efforts Helps the Program/Project Manager better manage USACE projects in concert with the Customers universal efforts Saves time and money for all parties through better coordination & communication-WIN WIN Scenario!! Helps the PDT and Customer look ahead by 30/60/90 Days to see over the horizon as a collaborative effort using existing available data Helps the Customer, USACE and the contractors identify the real project (installations critical path) coordination, logic and interdependency Conduct independent What-If Scenarios to solve potential coordination problems Saves time and money through better coordination!!
  • 32. Q & A
  • 33. Contact Information Name: Jeff Ellefson, SWF PMO Phone: (817) 886-1478 or (972) 447-9912 Email: [email_address] or ellefsonj@aol.com

Editor's Notes

  • #7: Read through this list of the various P2 components that are interfaced or need to be kept synchronized via the established process understand that A
  • #15: Within RMS, each contract phase now has a specific set of CLINS associated with a specific contract phase.
  • #17: Within RMS, each contract phase now has a specific set of CLINS associated with a specific contract phase.