Primavera Project Management
Workshop
Agenda
Project Portfolio Management
 Primavera Project Management
 OBS, EPS
 WBS
 Activities
 Resources & Cost
 Top Down Estimation
 Tracking & Reports

What Is a Program?

A group of projects…

Managed in a coordinated way…

To obtain benefits not available from managing them
individually
3
What Is a Subproject?
A manageable component of a project
 May be performed by a separate
organization
 Could be a project phase
 Subprojects are typically referred to as
projects and managed as such

4
What Is Program Management?

Program Management is a group of
related projects managed in a
coordinated way to obtain benefits and
control not available from managing
them individually
Portfolio? Projects? Programs?

A portfolio is collection of:
Projects (temporary endeavors undertaken to
create a unique product, service or result)
and/or
 Programs (a group of related projects
managed in a coordinated way to obtain
benefits and control not available from
managing them individually) and/or
 Other work that are grouped together to
facilitate the effective management of the
work to meet strategic business objectives.

Portfolio Management - PMI

Defines portfolio management as a set of
activities that allow alignment with
strategy
EPM Solution

EPM solution is an ideal for organizations that need strong
coordination and standardization between projects and Project
Managers, Centralized Resource Management or Higher Level
Reporting about Project and Resource
EPM Solution






One approach is that EPM is a software tool that helps plan and implement all
projects within an organization.
Another view is that projects are selected, planned, controlled and implemented
from a central location that rigorously assures all projects report progress to a
single element.
Neither of these approaches is wrong for the organization. The bigger picture,
however, helps understand the full potential of an EPM.
Enterprise project management, as implied by the words, is an enterprise view of
all project management activities and how these activities contribute to the
success of the organization.
It entails linking the organization’s vision, mission, goals and objectives, and
strategies in a hierarchal fashion to ensure the organization commits its resources
to the right projects at the right time.
This definition includes those efforts in software tool use and the central control
over projects, but in a holistic view.
PPM

An even more recent evolution in
Enterprise Project Management is to not
only plan and track the existing set of
projects, but to create a portfolio (per
budget size, per calendar year, per
budget year, per business line, etc) of
existing and future (demand) projects.
This is called Project Portfolio
Management.
PPM

Project Portfolio Management includes
the creation of various scenarios to
decide which is the most optimal portfolio
(for a certain year, business, budget,
etc). Once the contents of the portfolio
are agreed upon, it is key to constantly
scrutinize how the individual projects are
evolving in terms of quality, cost and
schedule.
Portfolio Relationships
Portfolio
Projects
Portfolio
Programs
Projects
Projects
Other Work
Programs
Programs
Projects
Other Work
Projects
Projects
Primavera Systems Inc.
25 years
 70,000 customers
 Leader in Gartner Magic Quatrant for
Project Management tool
 Customer Support
 Online Support
 Online knowledgebase
 Now part of Oracle

Primavera Systems Inc.

Primavera Project Planner 3.1


SureTrak Project Manager
Primavera Project Management 6

Primavera Contractor
Primavera Systems Inc.
Primavera Charts – Graphical Reports
 Pertmaster – Risk Management Tool
 Cost Manager – EVA
 Prosight – Portfolio Analysis & Mgmt.

Primavera Systems Inc.
Primavera Evolve – Resource
Management
 Primavera Inspire – Forecasting &
Integrating tool with SAP
 Contract Manager – Document Mgmt.,
Job Cost & Project Control Solution

Clients
Servers
myPrimavera
Timesheets
Desktop
Clients
Web Server
Browser
Clients
Database
Appl
icati
on
Serv
er
(myP
rima
vera)
Server
& Job
Servic
es
Times
heets
Projects and
Resources
Methodologies
P3 to P6

Single user environment


To
Multi user role based environment
P3 uses Btrieve Database
 P6 uses Microsoft SQL Server or MSDE
or Oracle

Process Overview for Structuring
Data
Set up OBS
 Set up EPS
 Set up Projects
 Set up WBS
 Set up Resource Hierarchy

Primavera Features
Enterprise Level Planning
 Resource at Enterprise level
 Multiuser level
 User preferences can be given
 Project Level and Global preferences
 Compare two reports using Claim Digger
 Top Down Budgeting

Primavera Features
Top Down Estimation
 Baseline updating
 Resource & Cost Analysis
 EVA
 Reports
 Timesheets
 Portfolio Analysis
 Project Templates – Methodology
Management

Major Terminology Changes
from P3
PERT  Activity Network
 Activity Form  Activity Details
 Bar Chart  Gantt Chart
 Activity Logs  Notebooks
 Fragnets  Methodologies
 Resource Profile  Resource usage
Profile

Contd…
Resource Table  Resource usage
Spreadsheet
 Target  Baseline
 Activity Columns  Activity Tables
 Custom Data items  User Defined
Fields

What is OBS?

Organizational Breakdown Structure is a global Hierarchy that
represents the managers responsible for the projects in your
enterprise. The OBS usually reflects the management structure of
your organization from top level personal down through the
various levels constituting your business



Only one OBS root can be represented in an organization
Up to 25 levels can be defined in an OBS structure
Enterprise 4OBS
OBS
MD
VP of Civil
Infrastructure
GM of
Airport
GM of
Rail
GM of
Ports
PM of
Airport
PM of
Rail
PM of
Ports
VP of
Communication
GM of
Highway
PM of
Highway
VP of
Mining &
Metals
VP of Oil,
Gas &
Chemical
VP of
Power
VP of US
Govt.
Services
OBS Contd . . .
MD
VP of Civil
Infrastructure
VP of
Communication
GM of
Suppliers &
Contractors
GM of
Services
PM of Proj.1
PM of Proj.2
VP of
Mining &
Metals
PM of Proj.3
VP of Oil,
Gas &
Chemical
VP of
Power
VP of US
Govt.
Services
EPS

Enterprise Project Structure forms the hierarchy structure of your
database of your projects. Each EPS can be sub – divided into
multiple levels to presents the work that needs to be done in your
organization.

You can use the EPS to





Perform top down budgeting & resource and Cost Analysis.
Manage multiple projects from the highest level of the organization to the
individual that perform specific project task
Implement coding standards for flexible reporting
N numbers of EPS root can be created
Up to 50 levels under each EPS root can be defined
EPS
Information
Technology
Projects
External IT
Projects
Internal IT Projects
System Upgrade
New Systems
IT Maintenance
Projects
E-Learning
EPS
XYZ Ltd
Civil
Infrastructure
AirPort
Dubai
Intl.
Airport
Hongkong
Intl.
airport
Rail
London
Intl.
Airport
Ports
New Doha
Intl. Airport
Communication
Highway
Systems
Mining &
Metals
Oil, Gas,
and
Chemical
Power
US Govt.
Services
EPS Contd . . .
XYZ Ltd
Civil Infrastructure
Communication
Services
Prog. Mgmt
Tech.
Evaluation
Safety
Mining &
Metals
Suppliers &
Contractors
Oil, Gas, and
Chemical
Power
US Govt.
Services
OBS
EPS
XYZ Ltd
MD
VP of Oil,
Gas &
Chemical
Oil, Gas, and
Chemical
GM of Oil,
Gas, &
Chemical
PM of
Proj.1
PM of
Proj.2
Refine ring,
Chemicals &
Industrial Facilities
PM of
Proj.3
Project 1
Project 2
Natural Gas &
Liquefied Natural
Gas (LNG)
Project 3
Pipelines
EPS
YZX
Process
Plants
Pipelines
Cross
Country
Pipeline
Erection
Works
Plant Piping
Maintenance
Pump
Station
What is Work Breakdown Structure?
• A work breakdown structure (WBS) is a deliverable-oriented
grouping of the work involved in a project that defines the
total scope of the project
• It is a foundation document in project management because
it provides the basis for planning and managing project
schedules, costs, and changes
Planning Process Group
Scope
Planning
INITIATING
PROCESS
GROUP
Develop
Project
Management
Plan
Scope
Definition
Activity
Definition
Create
WBS
Activity
Resource
Estimating
Cost
Estimating
Activity
Duration
Estimating
Cost
Budgeting
Risk
Management
Planning
Human Resource
Planning
Risk
Identification
Quality
Planning
Qualitative Risk
Analysis
Quantitative Risk
Analysis
MONITORING
& CONTROLLING
PROCESS
GROUP
Communications
Planning
Plan
Purchases and
Acquisitions
Plan
Contracting
Risk Response
Planning
Activity
Sequencing
Schedule
Development
EXECUTING
PROCESS
GROUP
CLOSING
PROCESS
GROUP
35
WBS

The WBS is used in projects to define:

The project’s work in terms of deliverables and
further decomposition of these deliverables into
components.
Goals

WBS has two goals:
To ensure that the project includes all the
work needed.
 To ensure that the project includes no
unnecessary work.

General Process for developing
WBS

Step 1: Identify the final product(s) of the project—what must be
delivered to achieve project success. A thorough review of high-level
project scope documents (inputs such as statement of work [SOW],
technical requirements documents, and so on) is recommended to
ensure consistency between the WBS and the project requirements.
 Step 2: Define the product’s major deliverables, which are often
predecessor deliverables necessary for the project, but that in
themselves do not satisfy a business need (e.g., a design specification).
 Step 3: Decompose major deliverables to a level of detail appropriate for
management and integrated control. These WBS elements normally tie
to clear and discrete identification of stand-alone deliverable products.
 Step 4: Review and refine the WBS until project stakeholders agree that
project planning can be successfully completed and that execution and
control will successfully produce the desired outcomes.
WBS of – Highway (Ph2)
Phase 2
Construction
General
Contract
Close out
Traffic Control
Site Work
Site
Preparation
Site
Removals
Earthwork
Paving &
Resurfacing
Electrical
General
Electrical
Utilities
Construction
Facilities &
Temp. Control
Barrier &
Enclosure
OBS Assigned to WBS Elements