TLDR;
This video provides a comprehensive guide to creating a recovery schedule in Primavera P6, focusing on techniques to address delays and align the project schedule with contractual obligations. It covers essential steps such as removing baselines, incorporating additional scope, fixing out-of-sequence activities, and adjusting durations and dates for both completed and in-progress tasks. The video also highlights the importance of matching schedule percent complete with performance percent complete to accurately reflect project status and earned value.
- Removing negative total float
- Matching schedule percent complete and performance percent complete
- Crashing and fast tracking methods
Introduction to Recovery Schedule [0:10]
The video introduces the concept of a recovery schedule, which is often requested by clients when a project is behind schedule. The presenter aims to provide fast tricks and solutions applicable across various industries and platforms to address delays. The goal is to eliminate negative total float and align schedule percent complete, performance percent complete, planned value cost, and earned value cost. The schedule in question contains over 11,000 activities, and the presenter will demonstrate how to reduce the finish date to meet the contractual deadline.
At the End of the Video [1:09]
By the end of the video, viewers will learn how to remove negative total float from their recovery schedule and match schedule percent complete with performance percent complete, as well as planned value cost with earned value cost. The presenter highlights the completion of in-progress activities within the schedule, which contains a large number of tasks. The video will also cover the removal of out-of-sequence activities.
Project Statistics [2:34]
The project in question has 11,865 activities, and the presenter aims to demonstrate how to reduce the finish date to align with the contract finish date. The project is currently delayed, and the presenter emphasises the importance of having a "must finish by" date to accurately assess negative float. Float is described as a fundamental concept in scheduling, and viewers unfamiliar with it are advised to gain understanding before proceeding with the video.
Remove Baseline [6:32]
Before making adjustments to the schedule, it's crucial to remove any assigned baselines. Baseline dates are visible because the current project has a baseline assigned. To remove it, go to "Assign" and then "Maintain Baseline" to remove the assigned baseline from the project. This is the first step in the recovery schedule process.
Add any additional scope of Work [7:55]
Before creating a recovery schedule, it's important to understand the project's complete knowledge, including any potential future scope increases, cost increments, or claims. When a client or consultant requests corrective measures or mitigation to decrease the project duration, it's essential to freeze the baseline finish dates according to the contract. In this case, the contract finish date is 5 April 2023, instead of 7 September 2023. Planned value cost and earned value cost are displayed if costs have been assigned to the project. Performance percent complete is shown when a unit cost is assigned to a resource.
Fix out of Sequence activities [10:40]
The next step involves fixing out-of-sequence activities. The presenter has created a separate video on how to quickly remove these, and a link is provided in the "i" button. The method involves using Excel filters to efficiently remove the 2,032 out-of-sequence activities present in the schedule.
Fix activities without Predecessor [12:10]
After fixing out-of-sequence activities, many activities may be left without predecessors or successors. This can be easily rectified. After pressing F9 and viewing the schedule log, it's shown that there are 64 activities without a predecessor. A filter can be created to identify these activities and assign appropriate predecessors.
Fix Finish Dates (Crashing Technique /Fast Tracking) [13:50]
The third and most crucial step is to fix the finish date to the new approved date. For a recovery schedule, this means aligning with the existing contractual date, which is 5 April 2023. Two methods can be used to address the 133 days of negative float: crashing and fast tracking. Crashing involves decreasing the duration of activities and increasing resources, while fast tracking involves performing activities in parallel. Fast tracking is riskier as it may compromise quality and increase rework. The presenter recommends the crashing method.
Fix remaining Duration Decimal [25:25]
The next step involves addressing any remaining duration decimals. This can be done by exporting the schedule with the remaining duration, rounding off the figures to zero, and then importing the schedule back into Primavera P6.
Change Duration for Completed Activities [28:01]
A global change is created to modify the original duration of completed activities to match the actual duration. A filter is applied to select activities with a status of "completed," and the original duration is set equal to the actual duration.
Change Dates for Completed Activities [29:36]
The next step involves aligning the planned start and finish dates with the actual start and finish dates for completed activities. A global change is applied to set the planned start and finish dates to match the actual dates.
Change Duration for In Progress Activities [30:40]
The presenter transitions to adjusting the duration of in-progress activities. A global change is created to set the original duration of in-progress activities equal to the sum of the actual duration and the remaining duration.
Change Dates for In Progress Activities [31:36]
The next step involves changing the dates for in-progress activities. The planned start date is set equal to the actual start date.
Create New Actual Start dates for In Progress Activities [33:02]
The presenter addresses an issue with schedule performance percent complete, which is still appearing despite previous adjustments. To resolve this, the presenter exports activity data, including original duration, remaining duration, actual duration, actual start date, and actual finish date. The data is then manipulated in Excel to adjust the remaining duration based on the activity percent complete.
New actual Start Global Change [38:15]
The presenter imports the modified data back into Primavera P6 and applies a global change to update the activity durations based on the adjusted values.
New Actual Start = Actual Start [38:50]
The actual start date is set equal to the new actual start date.
Change Duration and Dates for InProgress Activities [39:09]
The duration is changed to reflect the new values, and the dates are updated accordingly.
Summary of Recovery Schedule in P6 [39:28]
After applying the adjustments, the schedule percent complete is now 19.66, which is nearly the same as the performance percent complete of 19.25. The presenter summarises the formula used to achieve this alignment, which involves adjusting the remaining duration based on the activity percent complete. The presenter notes that in-progress activities can cause significant issues in the schedule and suggests splitting these activities into two parts as a potential solution, especially for smaller schedules.
Closing Out [43:08]
In closing, the presenter emphasises the importance of ensuring that the schedule percent complete and performance percent complete are closely aligned in a recovery schedule. The planned value and earned value should also be approximately equal, with any difference being minimal. The presenter encourages viewers to like and subscribe to the channel and provides contact information for further assistance with scheduling problems.
