CPM Schedule Comparison Reports

All efforts spent developing a baseline schedule can be wasted unless progress is monitored and changes to work are reflected in periodic schedule updates.  A periodic schedule update consists of two distinct processes, first updating for achieved progress and second incorporating changes to work and their impact to critical and near critical paths.  Changes must be evaluated separately and consistently to allow project stakeholders the opportunity to mitigate impacts of change.  Failure to implement change management as a separate process often reduces the effectiveness of the schedule as a real-time management tool.

Schedulers and delay analysts should create a schedule comparison report with every change and schedule update.  The comparison report is created as part of the routine monthly report and serves multiple purposes.  It serves to document the basis of the delay analysis as well as being a full auditable record of the project schedule.  This schedule comparison report also should be created for each impacted version of a schedule to serve as the full record and audit trail of multiple layers of time impact analysis (TIA).  This is important because it documents the incremental impact of each layered change or disruption to the project.

Traditional schedule comparison tools compare every field and produce a lengthy report.   Most often these comparison reports are difficult to use without clean up and reformatting.  The schedule review and documentation of the changes require a streamlined approach.  For example duration changes and description changes should be summarized in one report because both a description and original duration change may indicate an activity scope change.  It is important to see the added activities with their duration and float values on one report.  There should be composite reports to show every change to each activity.  Change Inspector software provides the schedule comparison results in a series of comprehensive and organized reports.  It works with Primavera (XER) files and Microsoft MPP files.

Enterprise Project Structure (EPS)

Enterprise Project Structure is a hierarchy that represents the breakdown of projects in the organization.  EPS nodes at the higher level might represent divisions within your company, project phases, site locations, or other major groupings based on your company’s needs and business practices.  It might be easier to visualize the EPS as the folder structure on your computer’s hard drive.  EPS nodes correspond to the folders and projects correspond to the individual files.  Every project in the organization must be included in an EPS node.  It is possible to combine separate P6 schedules under an EPS to represent a single project.  Before subdividing a project into multiple P6 schedules, the complications such as having multiple data dates, inability to calculate a longest path or the concept of default project must be clearly understood.

It is also possible to use EPS to combine contractor, P3 and MS Project (MSP) schedules from subcontractors or other project stakeholders.  The Microsoft Project Plug-in called ProjectLink allows users to use MSP as their daily tool to status projects and at the same time allows the data to appear in P6.  P6 users can see but not make changes to projects managed in MSP.  Projects must be saved locally in MPP format before sending to P6. The user must have rights to import global data and must have rights to the EPS Node the project is under. Only one user can check-in/check-out a project at a time. Most items will be “read only” in Project Manager. Work Products/Docs and Codes are the only items that can be changed in P6.

Although there are no tools to transfer the EPS from one database to another, it can be achieved by making a backup of the source database with the EPS structure and restore the database on the target environment.

P6 – Page Breaks

P6 has the option to insert page breaks after each grouping. To use this feature, “Break Page Every Group” needs to be selected in Page Setup Options tab.

If there are multiple layers of grouping like shown below, the first grouping will be used for page breaks.

The first grouping, in this case WBS, will be used for page breaks.  If the “Page Break Every Group” is disabled. it is probably because the indent option is checked in Group & Sort Screen.  If you want to use this feature you must uncheck the indent option in Group & Sort.