Baselines/UpdatesUpdatingtheScheduleP6

Afterfinishingtheoriginalscheduleandpriortoapplyinganyprogresstothescheduleitisnecessarytofirst createabaselineschedulesothattheoriginaldates,durationsetc.(information)remainunchanged.Progress canthenbeappliedtothecurrentversionofthescheduleandmeasuredagainstofthebaselineschedule.

1.CopyingaProject
InthePROJECTSMODEselecttheprojecttocopy(BASE),rightmouseclickandselectCOPY.Stayinginthe sameEPSstructure,rightclickPASTE.

ClickOKineachofthefourdialogboxesthatcomeupaftertheCopyandPastefunctions.

ChecktheBaselinebox whenyouhave establishedafinalbaseline scheduleandyouarein theupdatingphase

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CopyingaProject(continued)

2.RenametheProjectAfterCopying

ThiswillcreateacopyoftheBASEscheduleandwillautomaticallynameitBASE1thisshouldbemanually renamedtosomethingmoreappropriate(UP01).ClickintheProjectIDandProjectNamecolumnandchange thenamesmanuallyasshownbelow.

ReceivingaMarkedUpUpdatedSchedule Incertainsituationsamarkedupcopyoftheschedulefromasuperintendant,foremanorageneralcontractor mayhavespecificdatesusefulforanupdate.Thegraphicbelowshowshandmarkedstatustotheexisting trainingschedule.

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CopyingaProject(continued)
3.UpdatingtheCurrentSchedule SelectFILE,CLOSEALL.Thenselect(FILE,OPENor )theUP01projectusetheinformationcontainedinthe tablelistedbelowtoupdatetheUP01projectschedule.Afterthefileisopenmakesuretheactivitiesdetail windowisopenatthebottomofthescreen.ToopenselectVIEW,SHOWONBOTTOM,ACTIVITYDETAILS. Seegraphicsbelow.

NextselecttheSTATUStab.Seegraphicbelow.

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CopyingaProject(continued)
IntheSTATUSfieldwithintheSTATUStabentertheactualstartandorfinishdates,remainingdurationand thepercentcomplete.Noticethatitreflectsthesamedatesasthehandmarkedupscheduleontheprevious page
Actual Act ID C10020 C10000 O10000 C10010 P10000 Start 20-Apr-09 01-Apr-09 15-Apr-09 18-Apr-09 01-Apr-09 23-Apr-09 14-Apr-09 Actual Finish Description REMOVE ELEC. EQUIP. IN AC SWBD ROOMS SWGR #1 INSTALL GEN QUICK CONNECT TROUGH/RACEWAY SWGR WMATA PROVIDES TEMP GENERATOR CONNECT OF TEMP MAIN DISTRIBUTION F&D EQUIPMENT - ELEC. EQUIP. AC SWBD RM Rem Dur 2 0 0 0 5

TostatusanactivitystartedorcompletednavigatetothecenterlowerportionoftheStatustabandselectacheckinthe boxnexttoSTARTED.Afterstartinganactivityselectthedatedropdown(righthandsideofcalendar)boxandpopulate thecellwiththecorrectstartdate.Repeattheprocesswiththecompletiondateonlyiftheworkhasbeencompleted. Seegraphicsbelow.

Selectthedatedropdown toassignthecorrectdate

Clicktocreateacheckinthe boxtostartorcompletean activity

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CalculatingtheScheduleAfterUpdating
Afterthedatahasbeeninputintothescheduleitisnecessarytorescheduletheprojecttodeterminethenew datesandfloatvalues.RecalculatetheCPMNetwork(ClockorTOOLS/SCHEDULEorF9key)andchangethe datadateto30Apr09.(VERYIMPORTANT)

Clickingonthisselectionbox allowsyoutochangetheData Date

ClicktheSchedule buttontoperformthe ForwardandBackward pass Clicktheviewlog buttontoviewthe locationfileonthe screen Thisistheareawhere theLogfilewillbe saved

Uncheckthisboxifyou doNOTwanttoruna Logfile

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DefiningtheBaselineSchedule
4.DefiningtheBaselineScheduleAddaNewBaseline Opentheprojectthatisthebaseline,selectPROJECT,MAINTAINBASELINES.TheMaintainBaselinesdialog boxwillapearasshownbelow.SelectADDandanotherdialogboxwillappearwiththeoptiontocopythe currentprojectorconvertaprojecttoanewaselineofthecurrentproject.SelectCONVERTANOTHER PROJECTTOANEWBASELINEOFTHECURRENTPROJECT(secondchoice).

SelectConvert

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DefiningtheBaselineSchedule(continued)
AfterselectingtheCONVERToption,adialogboxwillappearpromptingtoSelectaProject.Selecttheproject asthebaselinetotheupdatefile(BASE)andclicktheadd(+)buttonontheright.Note:Thebaseline schedulewillnolongerbevisiableintheEPSfilestructureafterperformingthisstepasitisnowsetasthe baselinescheduleandwillbehiddenfromview.

DoNOTusedeleteto removeabaseline

UsetheRESTORE buttontocleara baseline

Usethedropdownto selectInitialPlanas yourbaselinetype

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AssigningtheBaselineSchedule
5.AssigningtheBaselineScheduletotheCurrentSchedule ToassignthebaselineselectPROJECT,ASSIGNBASELINES.Thedialogboxbelowwillappear.

IntheUSERBASELINESsectionofthedialogboxselectthedropdownarrowtoselectthebaselinecreatedin Step1.ClickOK. MakesuretheBASEfileistheselectioninboththeProjectBaselineandthePrimary.ClickOK

SelecttheBASEfileinboth theProjectBaselineand Primaryselections

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DisplayingtheBaseline
6.DisplayingtheBaselineBarsintheGraphicalArea NextselectVIEW,BARStoshowthebaselinebarsinthegraphicalareaoftheschedule.Adialogboxasshown belowwillappear.SelectPrimaryBaselineandchangethebarcolortoorange.SelectOK.

Changebarcolor toorangehere

Theorangebaselinebarswillbedisplayedbelowthecurrentschedulebars.Thegraphicbelowishowthe scheduleshouldlook.Example:

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RestoringtheBaseline INFOONLY,DoNotDothisinTrainingClass
1. ToremoveorrestoreanassociatedbaselinefromthecurrentprojectselectPROJECT,AssignBaselines.

2. IntheAssignBaselinesdialogbox,select<CurrentProject>inthePrimaryandProjectBaseline(ifitwas selected).Aftermakingthechanges,selectOK.

ClickOKwhendone

TurnthePROJECT BASELINEselection backtoCurrent Project(ifturnedon) TurnthePRIMARY selectionbackto CurrentProject

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 RestoringtheBaseline(continued) INFOONLY,DoNotDothisinTrainingClass
3. RestorethebaselinebyselectingPROJECT,selectMaintainBaselines.

4. ClickontheBaseline(underthecurrentfile)andpresstheRESTOREbutton.Adialogboxwillappear promptingtounlinktheselectedbaselinefromthecurrentprojectandmakethemseparateprojects. SelecttheYESbuttontothisquestion.

ClickYEStoconfirm theremovalofthe baselinefromyour currentproject

ClicktheRESTORE buttontoremove thebaselinefrom yourcurrentproject

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 RestoringtheBaseline(continued)

AfterRESTORINGthebaseline,thereshouldbeanemptydialogboxbelowthecurrentprojectintheMaintain Baselinesfunction.

Thereshouldnotbe anythingshowingin theareabelowthe heading.

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AnalyzingtheCPMNetworkinP6
Tographicallyseewherethetrainingprojecthasslippedwhencomparingthecurrentscheduletothe baselineschedule. InthiscasetheRemovaloftheElectricalEquipmenthasslippedandiscreatingadelayonthecriticalpathof theproject..

Tofurtheranalyzetherelationshipsaddacolumninthepredecessor(orsuccessor)windowtoshowwhich logictieisthedriver.Rightclickinthecolumnheadingareainthepredecessorwindowandselectthe CUSTOMIZEACTIVITYDETAILS.Seethegraphicbelow.

RightClickanywhereinthistopheading

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AnalyzingtheCPMNetworkinP6(continued)
ThePredecessorColumnsdialogboxwillappearpromptinganychangesoradditionstothecolumnheadings inpredecessorwindow.IntheGeneraltabundertheAvailableOptionscategoryselectDRIVINGandpress therightarrowtobringitoverinottheSelectedOptionssectionofthedialogbox.Seegraphicbelow.

OncetheDRIVINGcolumnisdisplayedselectAPPLYtofinalizethechange.Thegraphicbelowshowsthe DrivingcategoryinitsproperlocationafterbeingbroughtintotheSelectedOptions.

Thedrivingactivityselectionwilldisplaywhichpredecessor(therecanbemorethanone)isdrivingthe activitysdateespeciallywhentherearemanypredecessoractivities. Tosavethelayoutcreated,selectVIEW,LAYOUT,SAVEASandnamethelayoutUPDATE#1LAYOUT.

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