Professional Documents
Culture Documents
The Agenda
Speaker
Types of Projects
Transition from Manual Tracking into Enterprise Tool
Dimensions
Project Prioritization
Budget Management for the Portfolio
Resource Management
Speaker
Sarah Benjamin
Project Scheduler
Primavera P6 v7 Web Lead
Project Portfolio Manager
Consultant
Email: sbenjamin@tauruspcc.com
Linked In: http://www.linkedin.com/in/sarahbenjamin
Who We Are
Taurus Project Controls
Central system for project status that allows one-stop shopping for
answers to
Where Are We Right Now?
Where Are We Going?
What Are We Doing Next Year?
What Issues and Risks Are Affecting Projects?
Projects within the scope of Project Controls for each facility are
typically capital improvements
Example Projects:
Excel was the tool of choice for both biotech companies before
Enterprise Project Management was implemented
Excel Advantages:
Quick updates
Notes & Comments could be added anywhere
Portable easy to attach and share
Excel Challenges:
Version Control
Changes by many users were not tracked
Project marked complete who said its done?
Schedule Information Not Driven by Actual Schedules (outdated)
Disadvantages:
No single version of the Truth.
Missing Important Data like Phase, PMs, Dates, Budgets, Sponsors
Schedule Dates Not Driven By Actual Schedules And Often Outdated
Company A
Oracle Primavera P6 Web Portfolio Gantt
Company B
Microsoft EPM Web Portfolio Gantt
Microsoft EPM has a standard Portfolio level Gantt chart view that
shows one bar per project.
100%
90%
Status as of 31JAN09
80%
Baseline Plan
Actual
Baseline Critical
70%
11.8%
7.2%
3.6%
Substantial
Com pletion Dec
23 (P)
First Construction
Contract Awarded
May 8 (P)
60%
50%
40%
30%
Prelim inary Design
Complete - Dec 23(A)
20%
10%
Week Ending
Baseline Plan (Early % Cumulative)
Actual (% Cumulative)
1 0 -Ja
2 4 -Ja
ec
ov
ov
ec
2 7- D
1 3- D
2 9- N
1 5- N
1- N o
ct
1 8 -O
4 -Oc
ep
2 0- S
6- Se
ug
2 3 -A
9- Au
n
1 2 - Ju
l
2 6 - Ju
l
2 8 -Ju
ay
un
1 4 -J
3 1 -M
pr
3-M a
y
1 7 -M
ay
19-A
b
8-F e
eb
8-M a
r
22-M
ar
5- Ap
r
n
2 5 -Ja
22-F
n
1 1 -Ja
ec
ov
ov
ec
2 8- D
1 4- D
3 0- N
1 6- N
2- N o
ct
1 9 -O
5 -Oc
2 1- S
ep
0%
P6 and EPM:
Schedule Management Differentiators
Unlimited baselines
Naming conventions
Date stamp for last updated
P6
EPM
Graphical cash flow curves are possible with either tool for
the detailed activity level data, but portfolio high-level
cash flows are not as simple
Request
Rough
Scoping
Initial
Approval
Detailed
Execution
Planning
Final
Approval
Execution
Company Bs Options:
Proposed
Approved
In Close Out
Complete
Cancelled
Deferred
Proposed
SG1 Approved
SG2 Approved
Complete
Cancelled
Deferred
Disadvantage: Need to Open Project in PWA each time to view or edit notes
Status Indicators
Schedule/Cost Indicators
Proposed
No Info
SG1 Approved
OK
SG2 Approved
Caution
Cancelled
Problem
Project Selection
Which Projects Fit in the Budget?
PRIORITIZATION!
Project Prioritization
Project Request
4 Business Drivers
Ranking of Projects
1)
2)
3)
4)
5)
6)
Project L
Project M
Project C (lowest priority)
Major
cGMP Compliance
Could result in product recall, warning Could result in a fatality event and/or
letter, regulatory or enforcement
willful regulatory citation.
action, severe adverse effect or
consent decree.
Environmental Impact
Could result in significant
environmental impact beyond the site
boundaries and/or regulatory action
and/or legal liability.
Moderate Could result in batch rejections, major Could result in injury or health
observation or multiple minor
impact.
observations.
Safety enhancement.
Environmental enhancement.
Compliance Need
Operational Need
Capability Improvement
Unit Cost Improvement
Microsoft Enterprise Project Management (EPM) produced a pairwise comparison of projects and ranked them in order of priority
Priority Values
are Relative
Within Each
Portfolio Not
Consistent
Enterprise Wide
Project Prioritization:
Theoretical vs. Practical
Resource Forecasting
Speed!
Efficiency of Linking Tasks Between Project Schedules
Efficiency of Switching Between Projects for Common Tasks
like updating Project Notebooks
Web Client Customization Features and Usability
Speed!
WBS Standardization
References
GMP
http://en.wikipedia.org/wiki/Good_manufacturing_practice
Oracle Primavera
http://www.oracle.com/us/products/applications/primavera
http://www.microsoft.com/project/en-us/solutions.aspx
Project Server 2010: A financial management solution for projects, programs and portfolios
(white paper)
http://go.microsoft.com/fwlink/p/?LinkId=216201
Thank You
Email: sbenjamin@tauruspcc.com
Linked In: http://www.linkedin.com/in/sarahbenjamin