Expert, flexible training in the use of the most powerful scheduling software program in the world: Primavera P6 by Oracle. Call today! (916) 779-4145
Primavera Scheduling

All posts tagged Primavera P6 Training

My wife and I have a vacation home in Truckee, California. Whenever we are up there we get together with a couple who have a second home just two doors down from ours. During our last visit we met the wife's charming mother for the first time. After several hours of pleasantries she asked me a slightly odd question:

Primavera Scheduling

"Are you a professor?"

"No", I replied. "But I do teach scheduling and software classes."

She went on to explain that she thought I spoke very clearly and explained my thoughts in a logical, concise manner. So her comment about my being a professor was certainly meant as a compliment. She was not a native English speaker, and she complained that her son-in-law speaks much too quickly. On the other hand, I had no trouble understanding her at all. 

And it occurred to me that learning a language is a lot like learning how to schedule projects or to use scheduling software. 

Most of us who have tried to learn another language have been exposed to those classes where you put on a pair of headsets and repeat various phrases in the new language like, "that is a very big fish!"

Which is only helpful if you happen to encounter someone holding a large fish. 

Okay, so these classes do teach more useful phrases and even I have managed to order hot chocolate in Rome without feeling like a complete dolt. Tourist, yes. Idiot? As they say in Italian, "no".

Still, there is nothing that quite prepares you for going to another country and trying to strike up a conversation with a local. You have no control over what they are going to say. The answer is not in your handy phrase book. They may also speak with a dialect that is unfamiliar. What you learn has to have a practical application to your situation.

One of the criticisms of many engineering programs at universities is that students spend their first three years learning theory without any explanation as to why and how they will be applying this knowledge in the real world. I switched majors from Civil Engineering to Construction Science because of my own doubt about how I would use my degree. Differential equations seemed irrelevant to someone planning to take over the family construction company.

The dilemma for a university professor, however, is that students are incapable of providing much feedback other than demonstrating their retention of knowledge. It is not like one of the students is going to say, "I am planning to build clean water facilities in remote locations with no power grid, so what are the best practices?" The professor teaches a standard curriculum which should cover "all the bases", so to speak, and the students do not know enough to ask questions.

When I teach scheduling and Primavera P6 classes, however, nearly all of my "students" are professionals who have several years of experience and who also have particular expectations. They are all about "what can Primavera P6 do for me?" This is why Oracle refers to its partners like ours as "solution providers". Anyone who has used Primavera P6 knows that it is very powerful. But different companies and different industries have their own unique demands.

Case in point. During a recent private training session for a major company we discussed several issues. There are short, turnaround, projects that are over very quickly and for this reason the duration format is hours, meaning the activity durations are expressed in hours. But the construction projects take much longer, so the preferred duration format is days. So within the same company not all schedules are built the same way.

Pro Tip: it matters to the instructor whether the student will be sharing a database with other users. The Administrator of the program has control over certain parameters such as Earned Value, which means that all users are subject to the same conditions.

We also discussed how the turnaround projects use "pull-planning" to establish the optimal dates for each activity, the construction projects follow a more traditional Critical Path Method schedule whereby some activities have float. With pull-planning you are essentially looking at only the "late" dates in a CPM schedule; finishing early is not a goal or even desirable.

What about resources? In this case, the company does track labor and equipment (what P6 labels as "nonlabor") but does not cost-load its schedules. I often warn my clients that when discussing resources, output determines input. What type of reports and charts do you expect P6 to produce? Do you track individuals or crews? Will actual hours or costs be inputted? This particular company also plans to integrate P6 with another planning program, which affects how the schedule should be built inside P6.

The fact is, none of my private group training classes are "typical". My clients are sophisticated companies that have been planning and scheduling for years. But they might be switching over to P6 or looking for "best practices" when using P6. It is pretty common for someone with P6 experience to say to me, "P6 can also do that?" Well, when you use P6 nearly every day of the year you do tend to learn a few tricks. It also helps to be an Oracle partner with unlimited access to Oracle engineers.

While I do occasionally have people in my classes who are quite new to scheduling, I am otherwise not some university professor pouring knowledge into somewhat empty vessels. And in private group classes we have the opportunity to discuss corporate preferences as well as my own. This is where videos alone are not the best form of training. Besides not being able to ask questions, there is no collaboration between instructor and pupil. 

Ultimately, just learning how to use a software program is not enough. Anyone with P6 experience can tell you what a button does when you push it. Whether you should be pushing the button at all is harder to learn without the guidance of someone who has practical experience with the program. Any amateur can create some videos and proclaim themselves an "expert" on P6, but those of us who do this full-time are not fooled.

Our firm does offer On Demand (i.e. video) training, but we back this up with live online and in-person training sessions. In addition, we also offer private (custom) training to anyone who wants to take their knowledge of scheduling and P6 to the next level. Why sit through a regular training session when you can focus on your needs with one of the most experienced schedulers in the United States?

I have great respect for universities, having a Masters degree myself, and I studied the Critical Path Method of scheduling during my undergraduate days at Kansas State University. I learned the practical side of CPM scheduling, however, working alongside experienced schedulers. It occurred to me, for example, that no one explained how to properly update a schedule at university. Other schedulers showed me what to do.

And now I would like to pass along that knowledge to you!



One of the advantages of Primavera P6 and its use of a database structure is the ability for multiple users to share files. This can also be a disadvantage, however. P6 administrators can restrict users in many ways, but once a user to given permission to do something, well, the hope is that he or she does not make a total mess of things. As a professional Primavera P6 trainer it always baffles me that someone might expect to master the art of scheduling without any formal instruction. There are not too many self-taught painters to my knowledge. Carpenters, bricklayers, mechanics, etc. all go through a training or apprenticeship program to learn their skills.

When Malcolm Gladwell described “The 10,000 Hour Rule” in his best-selling novel, Outliers, he could have very well been talking about scheduling. After I had been scheduling projects full-time for about five years – or roughly 10,000 hours – I felt like I had finally mastered the art of scheduling. And keep in mind, I was working on schedules every single working day. Many Primavera users only touch their schedules once a month during the update process. As a consultant, I was working on several projects simultaneously. In a typical month I would create two baseline schedules and update ten or more schedules.

But I digress. Today I want to talk about “Carl” and his dilemma. Carl attended one of my Primavera P6 classes in Oklahoma after pulling a 12-hour shift at a refinery. So you can imagine that by the end of an 8-hour class he was pretty beat. But he stuck around after class to talk about a specific problem he was having. You see, Carl was one of about a dozen schedulers working on the same project. Refinery shutdowns are very difficult to schedule. Durations are measured in minutes, not days. A six-month shutdown might require 25,000 activities to schedule. No single person could possibly handle this workload.

One particular problem that Carl was having is that he would calculate the schedule (i.e. F9) and there would be loops in the logic. And then everyone would yell at him for fouling up the schedule. Except that Carl was pretty sure he was not the culprit. He was simply the person running the schedule at the end of the day after everyone else had been inputting changes. This was your basic “shoot the messenger” situation. Carl was taking all the blame because he did not know how to figure out who was causing the problem.

While there is no perfect solution to Carl’s dilemma I was able to show him the audit columns in Primavera P6. These columns, available in the Activities Window, provide the following information regarding an activity:

  1. Who added the activity (“Added By”)
  2. When the activity was added (“Added Date”)
  3. The last person to make a change (“Last Modified By”)
  4. The date the most recent change was made (“Last Modified Date”)

These columns can be seen in the screenshot below:

Audit Trail Columns

 

Activity ID E2045 was originally added on February 27, 2015 by user “admin” and then modified about a month later, on March 25, 2015. Obviously we do not know the exact nature of the modification, but we now know where to start looking.

Unfortunately, there are some limitations. Changing the relationships between activities is not considered a modification. So Carl would not be able to identify who made the logic changes that resulted in loops. Still, adding new activities is often the source of a loop in a schedule because of the corresponding new relationships.

Changing an activity duration, on the other hand, is considered to be a modification. Other examples of recognized modifications are:

  • Assigning a new resource
  • Deleting an existing resource
  • Changing a resource’s budget
  • Changing the Activity Name
  • Assigning a new calendar

Note that if you are displaying time in the date columns (Edit > User Preferences > Dates) then it is possible to track who made the last changes on a given day.

Claim Digger can of course identify changes to relationships, but can not tell you who made the changes. The audit columns are still the best alternative within P6 for identifying the source of changes.

Keep in mind that only the most recent modification date and time is stored in the audit column so there is no way to see whether more than one user has been making changes to the same activity.

Copying a schedule results in the Added Date and Last Modified Date resetting to the day the schedule was copied, so the audit columns are only useful in the original version of the schedule.


Hitting the Cycle in Primavera P6 Training

Categories: In-Person P6 Training, Live Online P6 Training
Comments Off on Hitting the Cycle in Primavera P6 Training

I have been on vacation the past week but there is no so thing as a true vacation when you own your own business. I delivered two online P6 training sessions while “on vacation” and worked on a construction claim as well. I like to stay busy. Best of all, our firm managed to “hit the cycle” in P6 training reservations. By that I mean we booked clients for our 4-hour, 8-hour, 16-hour and 24-hour P6 training programs. And this does not include private P6 training sessions we will be delivering in Tulsa, OK and Rogers, AR.

One person called us for P6 training because another training firm had cancelled their class in San Francisco at the last minute. He was flying in from Seattle so obviously that was not a good situation. While we could not offer training on the same dates we managed to schedule him for our 3-day class at the end of this month. This is actually not too unusual for us. A new client comes to us because someone else could not deliver the training they needed.

Every month we schedule quite a few P6 classes online and in-person in our offices near Sacramento. Part of our philosophy is that you create demand for something by making it readily available. In an era when someone can buy a product online today and have it delivered tomorrow, the time frame for satisfaction has been shortened dramatically. 

Okay then. When you absolutely positively need Primavera P6 training right away, call us!  

 

 


Our YouTube channel contains several short videos explaining some of the features of Primavera P6 such as creating portfolios, lookahead filters and baselines. These videos were recorded using the same GoToMeeting software that we use in our live online training programs. However, we do not use any videos in our online training. These classes are always live! The YouTube videos are intended to provide snippets of our training programs only.

Here is the link to our YouTube channel: http://www.youtube.com/channel/UCjqAoV6JaNCh7ld2mIvgfdQ?feature=mhee

Nevertheless, we are exploring the option of offering our 4-hour Primavera P6 Quick Start training program in a video format. This would be a series of roughly 15 video lessons that would cover the same subject matter as our live Quick Start P6 program, with the option to call us with any questions up to 30 days later.

My feeling is that our Primavera P6 Quick Start program is an introduction to P6 that would translate well to video lessons. And by making it available on video, clients could access the lessons online whenever they want. I really enjoy teaching the online classes because it is a great opportunity to meet people. Still, the videos would be very convenient.

We are exploring a couple of pricing models for the Primavera P6 Quick Start video program:

  • $200 for access to the online videos, but no live follow-up support
  • $300 for access to the online videos, with 30 days of live support

Our live Primavera P6 Quick Start program is $300, by the way. There will most likely be a limit to accessing the videos online to ensure than the videos are not being watched by people who did not purchase the program. For example, we might have a “time bank” whereby each lesson can only be viewed twice.

So, what do you think? I’d love to hear your thoughts!


Discounted Training for March 2013

Categories: Uncategorized
Comments Off on Discounted Training for March 2013

To celebrate completion of our new website (www.primaverascheduling.com) we are offering a 10% discount on any of our online or in-person P6 training programs. Just enter the discount code “MAR13” during checkout. Training must be booked no later than March 31, 2013 to get this discount. Hope to see you soon!


Welcome!

Categories: Uncategorized
Comments Off on Welcome!

Construction Science, LLC has established a new website (www.primaverascheduling.com) to handle registration for all of our in-person and online Primavera P6 training programs. Our corporate website (www.constructionscience.com) will begin directing visitors to the new website for registration starting on March 15, 2013. In the meantime, visitors can continue to register for P6 classes on both websites. We will continue to utilize the corporate website for other services that we provide such as Primavera scheduling, change order and claims preparation, and dispute resolution.

We welcome your feedback regarding our new website. Please use the Contact Us page to submit feedback. Thank you!

Bill Pepoon