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How to prepare recovery or revised schedule rev.2

See my solution for one of the most hard issue which is facing most of planners while they are preparing recovery schedule.


I prepared, then uploaded a file to explain how to prepare a recovery baseline schedule (In English). With the new concluded equation (Ghanem equation) it is now easy to apply on Primavera.

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How to prepare recovery or revised schedule rev.2

  1. 1. HOW TO PREPARE THE RECOVERY / REVISED SCHEDULE Rev.2 By. Engr. Abdulhay Mohamed Ghanem Sr. Planning Engineer at Abdullah A. Alkodari Co.
  2. 2. Purpose of this document : Purpose of this document is to explain recovery/revised schedule properly by using Who should read this document This document is for who is concern about schedulers, projects controllers and projects managers The guys who will read and utilize Primavera software like global changes, export effect on schedule updating and this equation BL Start). i.e A%C = (DD – BLST) / ( this document. Let us start with preparation of Firstly we have to know what is the meaning of recovery schedule? . We can simply say that the recovery schedule is a new baseline schedule to rectify any occurred delay to the whether by using crashing technique or fast track technique. My example in this document, I am schedule you have to make sure of the following: 1- No activities are out of sequence. 2- No activities with unsatisfied relation. 3- Remaining early start of all in progress activities is one day after data date Regarding point no. 3, I will explain why we should fulfill which will be applied. 4- Detach the baseline and separate the If the updated schedule has an assigned baseline you shall remove that baseline. is to explain and help how to use Primavera software to create a recovery/revised schedule properly by using Primavera tools. document: who is concern about Primavera and project management such planners, projects controllers and projects managers. utilize this document should be conversant the following tools and options in global changes, export and import in excel format, percent effect on schedule updating and this equation Activity % complete = (Data date – BLST) / (BLF – BLST), Which will be used to conclude the used Let us start with preparation of recovery schedule. Firstly we have to know what is the meaning of recovery schedule? . We can simply say that the recovery schedule is a new baseline schedule to rectify any occurred delay to the project to meet contractual end whether by using crashing technique or fast track technique. example in this document, I am using percent complete type physical, before prepare your recovery have to make sure of the following: are out of sequence. satisfied relation. Remaining early start of all in progress activities is one day after data date Regarding point no. 3, I will explain why we should fulfill this condition during explain the global changes and separate the current progress. If the updated schedule has an assigned baseline you shall remove that baseline. Data Date is 31.May.15 rimavera software to create a rimavera and project management such planners, should be conversant the following tools and options in percent complete type and its BL start) / (BL finish – Which will be used to conclude the used equation in schedule. Firstly we have to know what is the meaning of recovery schedule? . We can simply say that the recovery project to meet contractual end prepare your recovery Remaining early start of all in progress activities is one day after data date not more. lain the global changes If the updated schedule has an assigned baseline you shall remove that baseline. Data Date is 31.May.15
  3. 3. Tip: If this message appeared to you. It means you have to release the old baseline from assigning to the current project. assign baselines and change to current pro If this message appeared to you. means you have to release the old baseline from assigning to the current project. and change to current project in mentioned tow positions, and then you can delete. means you have to release the old baseline from assigning to the current project. From project – ject in mentioned tow positions, and then you can delete.
  4. 4. 5- Delete finish constraint of the project. In projects layout, select dates label then remove date in cell of must finish by.(highlight it then press delete) 6- Press F9 to run scheduling– scheduling options). Delete finish constraint of the project. layout, select dates label then remove date in cell of must finish by.(highlight it then press delete) – Using retained logic option before scheduling progressed activities (From layout, select dates label then remove date in cell of must finish by.(highlight it then press delete) option before scheduling progressed activities (From
  5. 5. Now you can adjust the remaining duration in progress activities and the relations of not started activities to prepare a proper recovery schedule accordance with view of PM & CM and site Tip: If you are using duration type fix duration and units, you are using duration type fix duration and unit/time you will find your budgeted planned in your baseline schedule before creating the recovery sc end of this document how to solve. Now we will apply the following global change to the current project as follow a- Original duration of b- Planned start date and planned finish date to be equal actual date for completed activities. Now you can adjust the remaining duration (remember I am using physical type for percent complete type) in progress activities and the relations of not started activities to prepare a proper recovery schedule accordance with view of PM & CM and site requirement to close the project on contractual end ion type fix duration and units, you will find your budgeted total cost still the same. If you are using duration type fix duration and unit/time you will find your budgeted total cost is more than you planned in your baseline schedule before creating the recovery schedule. To solve this issue I will explain at the is document how to solve. Now we will apply the following global change to the current project as following: nal duration of completed activities. (Original should = actual) Planned start date and planned finish date to be equal actual date for completed (remember I am using physical type for percent complete type) of in progress activities and the relations of not started activities to prepare a proper recovery schedule in requirement to close the project on contractual end. you will find your budgeted total cost still the same. If total cost is more than you solve this issue I will explain at the . (Original should = actual) Planned start date and planned finish date to be equal actual date for completed
  6. 6. C- Original duration of in progress activities. ( d - Planned start date to be equal actual date for in progress activities. After complete all steps. Did you asked yourself why PV of the new recovery baseline? And how we can adjust it to make EV = PV = 67,528,929.48 SAR in my example? you glanced to the snapshot below Original duration of in progress activities. (Original = actual + remaining ). Planned start date to be equal actual date for in progress activities. After complete all steps. Did you asked yourself why EV at Data date PV of the new recovery baseline? And how we can adjust it to make EV = PV = SAR in my example?(remember I am using percent complete type physical) you glanced to the snapshot below actual + remaining ). Planned start date to be equal actual date for in progress activities. date (31.May.15) not equal PV of the new recovery baseline? And how we can adjust it to make EV = PV = (remember I am using percent complete type physical). If
  7. 7. In our example I used budgeted values to the others two options it will not affect on the result as shown in previous snapshot. From - admin - admin preferences In our example I used budgeted values with current dates (Default option) even you change it to the others two options it will not affect on the result as shown in previous snapshot. admin preferences (Default option) even you change it to the others two options it will not affect on the result as shown in previous snapshot.
  8. 8. What if you are using bingeing in your baseline schedule before previous global changes default to at completion values with current dates 1- EV = PV but not equal 2- The activities percent complete will be changed as well to values more than the actual activities % complete Note: in this example, same data date is 68,876,923.16 Snapshot No.1 What if you are using percent complete type duration?. if you are using this type from bingeing in your baseline schedule before creating the recovery baseline, previous global changes then you changed the option of earned value calculation from default to at completion values with current dates you will find the following: EV = PV but not equal 68,876,923.16 SAR The activities percent complete will be changed as well to values more than the actual activities % complete at site. Please compare between snapshot No.1 and No.2. in this example, we are using percent complete type duration the earned value at the 68,876,923.16 SAR using this type from creating the recovery baseline, then you applied all then you changed the option of earned value calculation from will find the following: The activities percent complete will be changed as well to values more than the actual at site. Please compare between snapshot No.1 and No.2. we are using percent complete type duration the earned value at the
  9. 9. Note: The variance between PL and EV in snapshot No. 2 available. With return to previous example (Physical), and the familiar equation of – BL start) / (BL finish – BL start) deferent formula. (Ghanem Equation Let us see how I concluded this equation A%C = (DD – BLST) / (BLF Also OD = ED + RD Where OD = Original duration of the activity. ED = Elapsed duration of in progress activity. RD = Remaining duration of in progress activity. Then A%C = (DD – BLST) / (ED + RD) A%C = ED / (ED + RD) Where ED = DD – BLST for in progress activity. A%C X ED + A%C X R A%C X RD = ED – A%C X ED RD = (ED / A%C) – ED RD = ED ((1 / A%C) While ED = DD – Then DD – BLST = RD / ((1 / A%C) Then BLST = DD Snapshot No.2 The variance between PL and EV in snapshot No. 2 due to condition No.3 in page No. example (Physical), and the familiar equation of Activity % complete = (Data date BL start) which I will use it to adjust EV = PL = 67,528,929.48 Ghanem Equation) BLST = DD – (RD / ((1 / A%C) – 1))) Let us see how I concluded this equation BLST) / (BLF-BLST) whereas BLF – BLST = OD Where OD = Original duration of the activity. ED = Elapsed duration of in progress activity. RD = Remaining duration of in progress activity. BLST) / (ED + RD) A%C = ED / (ED + RD) BLST for in progress activity. A%C X ED + A%C X RD = ED A%C X ED ED RD = ED ((1 / A%C) – 1) – BLST and ED = RD / ((1 / A%C) – 1) BLST = RD / ((1 / A%C) – 1) BLST = DD – (RD / ((1 / A%C) – 1))) due to condition No.3 in page No. 2 is not Activity % complete = (Data date 67,528,929.48 SAR but in 1))) BLST = OD
  10. 10. Note: DD, A%C and RD are fixed to fulfill the requirement of a proper recovery baseline schedule. If you filtered the completed a problem will arise (EV not equal PV). issue. Export an excel sheet contain the following to work out from Enterprise menu DD, A%C and RD are fixed to fulfill the requirement of a proper recovery baseline If you filtered the completed activities you will find EV = PV. while in progress activities, problem will arise (EV not equal PV). therefore we will use the previous formula to solve this Export an excel sheet contain the following to work out the formula. Before exporting, create from Enterprise menu – user defined fields tow new fields as shown. DD, A%C and RD are fixed to fulfill the requirement of a proper recovery baseline V. while in progress activities, the previous formula to solve this . Before exporting, create
  11. 11. With reference to third condition not available the new original duration vise is correct. So, this availability of this condition is very important to work out formula third condition in page No.2, if you look to the following you will find condition not available the new original duration will be less than the actual + remaining while this availability of this condition is very important to work out formula Condition is not available so 67+30 not equal 103 In Primavera Actual Duration of in progress activity is the elapsed duration (ED) condition in page No.2, if you look to the following you will find if the will be less than the actual + remaining while this availability of this condition is very important to work out formula. In Primavera Actual Duration of in progress activity is the elapsed
  12. 12. Let us complete exporting operationLet us complete exporting operation Condition is available so 67+30 = 97 Only in progress activity n progress
  13. 13. Then add comma from option DataThen add comma from option Data – Text to columns Copy – Past values
  14. 14. Apply this global change to calculate the new actual start date.Apply this global change to calculate the new actual start date. Data Date Delete operation area then save then import to Priamvera Delete operation area then
  15. 15. Then apply this global change to make actual start equal to New Act st. The result will be as shown below. Reuse global change No. C & D Then apply this global change to make actual start equal to New Act st. The result will be as shown below. to adjust the original duration, the result will be as the following: Note Then apply this global change to make actual start equal to New Act st. result will be as the following:
  16. 16. Now EV = PV with variance 122,608 Put the contractual end (Must finish by) Wait for Rev.3 In rev.3 I will talk exhaustively about revised schedule, schedule and how to use excel sheet apply some changes on that base line schedule type of the activities. 122,608 SAR (variance = 0.18% of earned value can be neglected) (Must finish by), maintain, assign your new created recovery about revised schedule, How to save actual dates to and how to use excel sheet to transfer data from updated schedule to ba apply some changes on that base line schedule as mentioned in page No. 5 about 0.18% of earned value can be neglected) your new created recovery, enjoy. How to save actual dates to submit as built to transfer data from updated schedule to baseline schedule after as mentioned in page No. 5 about modifying duration
  17. 17. My contacts informaiton Skype account : en_ghanem Email : Abdelhay.Ghanem@gmail.com Mobile Phone : +966-546810855 , +966-593068907

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