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• Objective 1: Program Management– Org chart– Details for reporting
• Objective 2: Quality Control of Schedules– Daily Digest
• Objective 3: Feedback from Team Members – Daily Digest– Timesheets
Georgia Transmission Corporation
• GTC - owned by 39 Electric Membership Cooperatives (EMCs) in Georgia
• Build, operate and maintain Transmission Lines and Substations – not only for the EMC’s but also for the ITS– ITS – shared transmission system in
Georgia with 4 members: GTC, GPC, MEAG and Dalton
Building Projects• How we do it:
– We are a matrix organization• PM Group• Functional Departments
– Divided into Project Teams• North, South and Bulk• Some hard matrixed to a team• Others assigned based on availability
– Project Reporting (PR) supports not only the Project Managers but also Planning, Environmental, Land Acquisition, Design, Construction and Maintenance
– PR also works with Accounting, Finance and IT and almost everyone else including HR and others
Projects in Primavera• All capital projects and some others for timesheet
users• Schedules created from standard templates
– Provide standard lead times for common projects– Proper coding for time, contracting and invoices
• Resource loaded– Timesheet users may be assigned in template or
• Assigned by their matrix assignment or• Assigned by department
– Expense codes for payments• Consistent across all projects
• Project schedule has all cost – BAC, AC, ETC, EAC• One Stop Shop (almost)
Primavera Output from Program Perspective
• Prepared from Primavera– Annual Budget for Capital Projects
• Major Expenditures• Workforce planning
– Capital Projections• Major Expenditures• Variance Reporting
– Semi – monthly resource waterfalls• FM and group leads have ability to provide
feedback• Construction• Other – Quality Assurance, As-Built Tracking,
Performance reporting
Primavera Reports• We generate from the client first then go
to other tools as needed (which is a lot)– Estimates– Current Cost / Manhour Status – Job
Services– Scope Changes– Closeouts
• Publish– Activity Layouts – somewhat of a savior– Project Websites – very painful (for my co-op
student)• If this could be automated…
Primavera Tools• Client
– Power users• Timesheets
– Time entry and status activities– Time entry only– Status activities only
• Web Access– Power users– Function Managers– Project Managers
Project Control Specialists• Assigned to a SS and TL Project
Manager• Estimate, Maintain and Closeout
– Approximately 400 - 450 active projects– 100 mile Transmission lines to small
substation modifications– Schedule updates semi-monthly– Responding to schedule and cost variance
reports for EMC, ITS and BOD– Responding to PM, timesheet users,
functional managers
Primavera Supplemental Tools
• MS Access– Too many queries, so many so I stopped counting– Standardized and ad-hoc– Backbone for reporting
• Excel– Daily Digest– Waterfalls for FM and PM
• Business Objects– Cost reporting from Lawson (accounting)– Contract reporting– Validation of cost load
• TPOP – Legacy web tool, where projects start– Tool used by Planning – authorizes projects
Nightly Interfaces• Employee data from Lawson HR to Primavera resources
– Contact info, payroll codes, etc– Including contractors using the Timesheet tool
• Primavera Project activity structure and resources to Lawson Activities – Activity one to one– Resources become sub accounts (expense codes)
• Actual cost from Lawson GL to Primavera Activity / Resource
• TPOP to Primavera – Project name, project manager, scope, etc
• Primavera to TPOP– Schedule and cost summarized for high level TPOP fields
• Timesheet to Lawson Payroll (ON DEMAND)– Summarized to fill appropriate Lawson fields
Daily Digest• PCS
– Info not found in Primavera– Lookaheads
• Coop– Troubleshooting– Tracking
• Coordinator / Mgr– Busting chops or otherwise known as
coaching
Daily Digest
Client• Template schedules
• Project Reporting / Tracking / Problem Solving – big part of how/what we communicate– 25 Project Codes– 16 Activity Codes– 12 Resource Codes– 112 UDF codes across
• 50 Project• 21 Resource Assignment• 14 Task• Playing with 14 in Expenses
Timesheet• Improvements here are a HOME RUN -170+ users • Assignment based. Users:
– Enter time, status, Notes to PM– People are assigned to 5-10-25-100 projects– Steps – how we do Quality Assurance
• Easy to use but also has limitations• Custom Trigger on TASK table
– We use this to communicate who updated what activities, when and with what dates
• No Graphics and no sdk support
Quality Assurance
Update Status
Department Discipline Waterfall
The End• If we made it this far and there is time for questions….
