CBA Inc

Archive for Primavera’ Category

15

Jul
2013
Comments Off on Monthly Actual Cost Values Not Matching Stored Period Performance Values for Actual Costs? Why?

Monthly Actual Cost Values Not Matching Stored Period Performance Values for Actual Costs? Why?

Understanding How Costs Display in P6 R8

So you’re viewing a monthly display on the Team Usage page in the web and wondering why the Actual Cost values each month do not match your monthly stored period performance values for Actual Cost.  Don’t be alarmed.  Your database has not been corrupted by a super bug, and possibly more important, you did not screw anything up!

The P6 Stored Period Costs will never match up month to month with the Actual Costs shown on the spread in the Team Usage view.  In P6 web, the Team Usage view is designed to take the overall Actual Cost for an activity and distribute it based on the elapsed duration of the activity.  Like it or not, the Actual Costs will display based on the number of days in each month; what “it” views as elapsed time.   This is true whether you have an integrated solution for updating actuals in P6, you are using timesheets (Progress Reporter) or you have manually entered in actuals at the activity level.  If you need an Actual Cost spread based on stored periods, the best way to get that information is from the Resource Assignments view in the web or P6 Professional client tool.  The Assignments view in both of these tools allow you bring in Period Actuals based on Stored Period Performance Financial Periods. 

So what good is the Team Usage page if you can’t use it for Actual Costs?  If you’re looking to forecast costs and need to know what your Remaining Costs are by month, for example, the Team Usage page is your quickest option in the web because it doesn’t need any filtering and little,if any, formatting.  The Remaining Costs are simply spread through the remaining duration of the activity.  P6 also takes into consideration any resource curves that may be assigned when creating the Remaining Cost spread. So now that the expectations are clear, you and the Team Usage page can be friends again!

read more

5

Jul
2013
Comments Off on Seeing Red?

Seeing Red?

KEEP CALM and TAKE OFF YOUR GOGGLES

KEEP CALM and TAKE OFF YOUR GOGGLES

Take off your goggles…

DEFINITION:  Seeing Red — Noun  1.) – a state of irritation or annoyance*

When your favorite product is first acquired into the world of Oracle, you might be seeing red. It truly does take some time to get used to the Oracle way of doing things. It does get better. Either that, or you just get used to the Oracle way.

Another cause of seeing red is the ambiguity and mixed messages that many get surrounding Oracle and the direction they are taking your favorite product. This has been and, continues to be the case lately surrounding the confusion with Unifier and Contract Management.

The first message we heard was that Unifier would replace Contract Management (PCM) because it contained 70% of the enhancements requested of the PCM team. Fantastic!

However, people in general are resistant to change and the PCM community sure didn’t seem receptive of Unifier. I heard several people who got a look at Unifier before me rattle off all the things Unifier couldn’t do that PCM could. And it was very obvious they were seeing red.

This is not a new thing in the Primavera world. My first thoughts as I saw my peers react to Unifier was of P3 and the horror of introducing P3e (now P6) to the user community. A campaign started soon after that essentially said ‘take off your goggles’.

Guess what folks? We are there again! Take off your Goggles!

Contract Management is a fantastic application.  It can handle most things on your projects that P6 doesn’t.  It can help you track and generate documents related to contracts, project communication and the supporting records such as RFI’s, drawings and submittals just to name a few.  It has been a cornerstone product in the Primavera world since 1987 under its former name of Expedition.  As a user, I have expressed frustration many times over a lack of change or flexibility within the application.

Unifier can alleviate much of that frustration, but it can also add to it.  While Contract Management is an application, Unifier is a platform.  So what is a platform?  It’s the building block for an application or, as Unifier refers to them, Business Processes.  What is business process in Unifier?  Anything you want it to be….Well… okay, almost anything you want it to be.

The message as of today from Primavera is that Unifier isn’t an upgrade or replacement to PCM.  It is a different tool that may suit your needs better than PCM.  Primavera has put together some pre-built business processes for Capital Planning, Project Delivery and Cost Controls to date.  They are also working on packages for Facilities Management and Real Estate Management.

The hope is that you will soon start seeing a different shade of red.  Not the one of irritation or annoyance, but the one of the Oracle Red Stack.  Red Stack refers to the areas of Oracle that are available to you including Applications, Middleware, Database, Operating Systems, Virtual Machines, Servers and Storage.

Watch for future articles on Unifier as we start exploring the new tool and pre-built options, or get in touch for a deeper discussion.  We look forward to hearing from you!

 

* (definition of ‘seeing red’ by the Free Online Dictionary (www.thefreedictionary.com/seeing+red)

read more

21

Jun
2013
Comments Off on Right-Size Your Implementation

Right-Size Your Implementation

CBA will right-size your implementation

Our job is to “right-size” your implementation”

 

 

 

 

 

 

 

 

For more than a couple of decades, CBA has been involved with client implementations of Primavera applications.  One would think after so much interaction with many different organizations that we have seen it all.  Well, we have seen a lot, but certainly not all!  We have worked with very large companies that had only a few users in one department and have worked with one person consultants who build schedules for very complex large projects for many different clients.  We have worked for small, medium and large firms that want to track every project regardless of size – and other organizations that only want to track projects of a certain size or larger.  Some are focused on documents and contracts, others on schedule, cost and resource tracking, still others on portfolio selection – and various combinations of those.

What I find interesting is some clients seem to know exactly what they want to do, and more importantly, why they want to do it.  They have a compelling story of what their current problems and pains are, and the circumstances that led them to realize the need for a portfolio project management or document management solution.  Other clients are complying with the request of an important client or meeting a contractual obligation.   No matter what the reason, CBA is interested in helping organizations achieve their project selection and execution goals.

Implementations can take on various shapes and sizes.  Some are simple and quick; install, train, advise and go.  Others are much more involved with process and procedure development, custom user guides, dozens of template projects, and integration to more than one corporate application for cost, maintenance management or HR, and on-going mentoring.  Some focus on complex independent projects for individual end customers, others focus on cash flow of an entire capital portfolio and still others are document and work-flow dependent engagements.

Our job is to “right size” your implementation to meet the current needs of your organization now and allow for meeting future goals.  In order to right size your implementation it is important for us to understand what your company wants to accomplish and why.  We also need to understand the capabilities and project controls maturity of the team you are deploying the solution to.  This helps us understand the urgency and priorities, which in turn allows us to help focus the team on “why we came to drain the swamp”.  Knowing the underlying reasons of why a team wants to do something is sometimes more important than knowing the industry or the details of how projects are accomplished in a specific organization.

We believe the success of an implementation is defined as putting a solution in place that accomplishes the objectives as identified by the organization within the desired (realistic) time frame and is adopted by the user community.   Additionally the solution should remain in place and mature over time.   We have accomplished this result most often when all of the following occurred:

  • We were able to match the complexity of the solution with the skill sets of the team tasked with putting it in place
  • There was a client organization responsible for the design and on-going execution of the solution
  • Users were mentored until they have a firm grasp on the process
  • Management of the client organization utilized the information gained from the team in a manner that showed they used it to make business decisions

Sometimes, this means phasing in deployment of all desired requirements over a period of time, initially incorporating the most critical subset of them based on what we mutually agree can be accomplished and carried out by the user community.  For example, an organization may ultimately want to have fully resource and cost loaded schedules with Earned Value metric reporting on all projects over $5MM.  What may be realistic is to begin with an approach of getting all of the projects identified within the database using a simplified template approach based on type of project, incorporating common milestones and establishing relationships between interdependent projects.  Once the staff is used to creating, baselining and updating the schedules, they will naturally suggest modifications to the templates making them more accurate and granular.  At this point, the concept of applying budgets, actuals and remaining forecasts into the process is ready to be introduced and upon familiarization with that process – the concept of EVMS reporting can be applied.

CBA wants your projects to win and your goals to be achieved.  When you engage us, let’s be sure to discuss right-sizing your implementation to ensure its success for the long haul.

read more

31

May
2013
Comments Off on P6 User Group – Graneda Dynamic

P6 User Group – Graneda Dynamic

Primavera plus Grenada Dynamic equals WOW!

Primavera P6 with Granada Dynamic will give your Project Management Graphics a boost

One of the principles that we at Critical Business Analysis take great pride in is supporting Primavera P6 User Education through our continued partnership with Construction Process Solutions, Ltd. to promote and support the Southern Ohio P6 User Group.

 

Make sure to mark your calendars for the next meeting scheduled for July 17.  More info to follow.

 

Southern Ohio P6 User Group

Give Your Project A Graphics Boost

 

At the May 15th meeting, facilitated by Co-Chairpersons, Randy Rapin from Construction Process Solutions, Ltd. and Billie Feldkamp from CBA Inc.,  our very own Bob Ferris, Senior VP of Professional Services presented a webinar titled, “Graneda Dynamic: Making Oracle Primavera Graphics Even Better“.

 

Presented by: Robert C. Ferris – Senior VP of Professional Services at Critical Business Analysis, Inc.

 

May 15th Meeting 

Graneda Dynamic:

Making Oracle Primavera Graphics Even Better

Graneda Dynamic has been the leading Project Management Graphics tool for more than 15 years.  Now Graneda Dynamic supports the Oracle Primavera P6 product.  With the ability to view Network Diagrams, Gantt Charts and Work Breakdown/Organizations Breakdown Diagrams, Graneda Dynamic is an essential tool for all organizations using Oracle Primavera.


Network Diagram

The Graneda Dynamic network diagrams are Best in Class because of their optimized node arrangement and minimum crossing of relationships.  Grouping of activities by time orientation is also a key feature that is found in very few Project Management graphics products.

Network Diagram

Network Diagram

 

Network Diagram

Gantt Chart

Although the Primavera P6 Gantt Chart is an excellent tool, the Graneda Gantt Chart is a step above.  Some key features give you the ability to split the timescale into sections of varying detail.  You have complete control of the bar shapes, colors and styles.  In addition each activity can be displayed differently based on the data.  When you want to display a lot of data, Graneda allows for stacked columns in the activity table area, giving you the maximum space for your bar chart.

Gantt Chart

Gantt Chart

 

Work Breakdown Diagram

Activity lists are transformed into smartly organized graphical overviews.  You can easily see the structure of your project at a glance.  In the work breakdown diagram, sub-activities are structured and displayed hierarchically.

Work Breakdown Diagram

Work Breakdown Diagram

read more

16

May
2013
Comments Off on Primavera P6 Configuration – Great Idea!

Primavera P6 Configuration – Great Idea!

CBA Configured Primavera P6 while I was at training

Happiness is CBA, Inc. configuring Primavera before returning from training

Let’s assume you have made an enterprise decision to manage all of your projects using Oracle’s Primavera software. Smart move! Let’s also assume that you have spent considerable amounts of dollars purchasing the product along with Oracle Maintenance. You have decided to have CBA, Inc. install your product and are ready to send your users to our terrific training classes.

Everything is installed, users are trained and it’s time to get to work – but wait…the system isn’t configured yet…the users cannot manage their projects yet…what to do?

Consider software configuration a time saver that each new customer to the Primavera software product line should seek out. Having a professional qualified provider, like CBA, work with you and your users to identify, develop and implement best practices for your unique business and configure the system according to your specific requirements will allow your team to not miss a beat when they return from training. Being proactive and pre-determining configuration services will allow your newly trained staff to know exactly were to find those very powerful tools they just learned about and know exactly were to begin.

As a part of your overall project plan, CBA’s Primavera Implementation services are extremely beneficial, cost-effective and an efficient solution to the learning curve blues.

Sure, you could try to configure the system yourself; but you’ll most likely end up wasting valuable time and spending more money trying to figure everything out by a process of trial and error than if you just paid to have the system configured ahead of time.

CBA, Inc., will make certain that your investment works from day one!

Call me: Donna McLean, Account Executive CBA, Inc. 567-202-9289

read more

26

Feb
2013
Comments Off on Join CBA at Collaborate 2013 in Denver April 7-11

Join CBA at Collaborate 2013 in Denver April 7-11

Visit CBA at COLLABORATE13

Visit CBA at COLLABORATE13 located at booth 1371

During the course of the year we have the opportunity to participate in a number of quality events.  The event we feel that has the most value  for us and our customers is CollaborateCollaborate is centered around education and networking, since it is sponsored by the Oracle Application User Group, Primavera Special Interest Group and Quest it has an independent point of view.  For the Primavera user community this event has far and away the deepest collection of sessions presented mostly by the user community.  In fact, once again this year one of our own is presenting at Collaborate.

On Tuesday April 9th CBA  Sr. Consultant Bryan Gardner who for 18 months was an integral part of the project team implementing Contract Management at Cenovus, will be delivering a joint presentation with Cenovus on Integrating PCM Cost Tracking with JDE 9.0.  PCM was selected by the Project Controls Group within Cenovus Energy Inc. as the preferred application for tracking project costs for their Canadian oil sands projects. JDE 9.0 was the selected as the Supply Chain application with the finance cost accounting structure. This presentation will demonstrate the challenges and method of integrating two cost structures within the constraints of the ERP system implemented at Cenovus, as well as extending the cost tracking to external sources such as the legacy system and external stakeholders.

  • Objective 1: Demonstrate the combination of two cost structures in PCM

  • Objective 2: Extending JDE enterprise cost accounting into PCM project cost accounting

  • Objective 3: Show how standardization works in an enterprise environment

 Here is the schedule of all the Primavera sessions:  Collaborate Primavera Schedule

By attending Collaborate 2013 for over five exciting days, you can trade ideas with more than 5,000 like-minded attendees, network with Oracle Corporation and more than 250 top third-party providers including CBA in the Exhibitor Showcase and choose from nearly 1,000 educational sessions to attend. Collaborate provides the best opportunity to explore how you can get the most out of your existing products and learn about others that you can integrate into your environment.  Here is a link to find out more about Collaborate 2013 and register for the event http://collaborate.oaug.org/registration .  If you are attending please visit CBA at booth 1371 to visit with myself and CBA President Don Monteleone and enter to win a iPad.

read more

7

Feb
2013
Comments Off on iPad Mini winner at the Construction CPM Conference

iPad Mini winner at the Construction CPM Conference

Construction CPM iPad mini Winner

Visit CBA at the 2013 Construction CPM Conference

We at CBA is pleased to announce that we’ve picked a winner for the brand new iPad Mini we gave away at the 2013 Construction CPM Conference at the beautiful Sheraton New Orleans.  We’d like to thank everyone who visited our booth and filled out our survey. We had a great time talking with everyone about our world class project management consultants, training and software offerings.  Our lucky winner was G.B., Capital Project Manager from Canada.  While we’re happy that his organization doesn’t use the back of a napkin for project cost estimating, I’ll warn everyone that he plans to use his new iPad Mini for work purposes and… World Domination.  Obviously, we had some fun with our surveys and we hope you did too.

Check back to our website in the coming weeks for the official announcement that we’ll be attending COLLABORATE13 this year on April 7-11 in Denver, CO.  There will be giveaways for people attending the show and even for those who don’t.

read more

Page 2 of 712345...Last »