Integrated Planning & Scheduling
Contents
1. M Purchase 2780 Ladders and Walkways 337542780 Direct Direct Purchase 64 2782 Ladders amp Walkways OMS 337642782 2786 Laders amp E 337542785 Ladders ways 42789 Metal KEE Walkwa 2 pp33 837 3 20 337 4337 Direct Purchase Direct Purchase Metal Ladders amp Walkways 337542805 337 64 2805 Direct Purchase 57 7 37 64 2808 Metal Grates 337642808 10 PD 337 71337 64 2809 Metal Grates 337642809 Direct Purchase Highlight those requisition items to be attached to a planning activity Then on Spar ASSOCIATES INC Identify whether to attach or detach Attach and Detach Activity Center and Activity For attaching a planning activity oi identify it in the data fields provided activity center and the activity number are both required Identify whether or not to transfer the planning activity s WBS SWBS PWBS and COA to the requisitions If these options are selected by clicking in the check boxes the requisitions will have their WBS set to be what is provided by the planning activity If these options are not selected then the existing WBS assignments on the system will then proceed to requisitions will prevail schedule the selected Click on the OK button requisitions requisition items according to the planning activ2. 2 p z Detail Engineering 0 00 04 17 2003 08 26 2003 42 0000 Barge 712 0 7 5 Planning 0 00 04 17 2003 10 30 2003 0 712 0 7 6 Drawing Lists 0 00 04 29 2003 05 08 2003 54 0000 E 2 0 7 Drawing BOMs 0 00 05 08 2003 08 05 2003 54 0000 712 0 8 Requisitions 0 00 05 08 2003 07 14 2003 60 0000 8lBarge E 2 0 9 Purchase Orders 0 00 05 20 2003 07 24 2003 60 0000 9 2 0 7 10 Work Orders 0 00 05 08 2003 06 23 2003 0 10 2 0 11 Work Order Pallets 0 00 06 02 2003 07 14 2003 67 0000 pe E 2 12 00 00 0000 00 00 0000 12 Bar 12 0 7114 Steel Prep 01 STERN 150 00 06 25 2003 06 30 2003 0 2 0 15 Steel Parts Fab 01 STERN 700 00 06 30 2003 07 09 2003 0 14 2 zhe Block Sub Assembly B01 STERN 500 00 07 09 2003 07 16 2003 0 712 0 7117 Block Assembly 01 STERN 900 00 07 28 2003 08 12 2003 0 2 0 7 18 Block Prefit Hot 01 STERN 25 00 08 12 2003 08 13 2003 0 17 0 7 19 Block Blast amp Paint 01 STERN 200 00 08 13 2003 08 18 2003 0 18 12 20 Block Outfit 01 STERN 25 00 08 18 2003 08 18 2003 0 19 2 0 21 00 00 0000 00 00 0000 20 7 2 0 23 Steel Prep B02 112 50 06 23 2003 06 25 2003 7 0000 21 7 2 0 24 Steel Parts Fab B02 225 00 06 25 2003 06 27 2003 7 0000 22 p V Block Sub Assembly B02 MID 525 00 06 27 2003 07 07 2003 7 0000 0 7126 Block Assembly B02 MID 1 275 00 07 07 2003 0
3. When the tasks in Microsoft Project 2000 have all been scheduled they can be transferred to PERCEPTION as project Planning Activities This process transfers the Project 2000 data from the MPD or MDB files created by the Save As function in Project 2000 into the PERCEPTION database It also transfers PERCEPTION data back into these files for later use by Project 2000 ASSOCIATES INC Select Environment Planning amp Scheduling Synchronize Schedules to MS Project from the main menu Identify the contract and project in the PERCEPTION database Turn on the Transfer To PERCEPTION option Identify the Microsoft Project 2000 file Click on the OK button ASSOCIATES INC Sync hronize With MS Project C Tutorials Training Tutorials Schedulir When the Project Synchronizer has finished the transfer all Microsoft Project 2000 tasks have been transferred as Planning Activities onto the PERCEPTION database Microsoft Project Synchronizer Spar ASSOCIATES INC Planning Activities Created Transferred From Microsoft Project 2000 Planning Activities Information for the Planning Environment Contract Project Center Activity Description Budget Hours Planned Start Planned Finish Slack Ba Barge 7 2 0 1 Estimate 0 00 03 05 2003 03 17 2003 0 2 0 3 New Design 0 00 03 17 2003 04 16 2003 0 _
4. A similar process performed to attach Planning Activities to Drawings Pallets and Requisitions ASSOCIATES INC Attaching Planning Activities to Material Requisitions ASSOCIATES INC Open the Requisition worksheet and retrieve selected requisitions Requisition Information for the Planning Environment Contract Project Heading Drawing Drawing File Name Ex y 337 337 Ship Stores amp Equipment Handling PD 337 337 Cargo Handling 337 57 Anchor Handling amp Stowage v 337 58 Mooring amp Towing BU PD 337 337 59 Mechanically Operated Doors Gates amp R B1 PD 337 337 Deck House Structure Hull Designating amp Marking 337 EE Non Structural Closures BB PD 337 7 337 Airports Portlights amp Windows 69 PD 337 v 337 B Painting 70 PD 337 337 B8 Cathodic Protection Highlight those requisitions to be attached to a planning activity Then select Edit Modify Selected Records Attach toolbar Indicate whether or not to apply changes to the requisition items also Spar ASSOCIATES INC If only selected items requisition to attached to the planning activity drill down to the Requisition Items worksheet Requisition Items Information for the Planning Environment 22 Contract Project Req Item Description Part ID Drawing Item Part Type 1 PD 337 337 2778 Ladders amp Walkways 337642776
5. Acceptance Trials Final Outfit prior to False Ceilings Welders Pipefitters Electricians Sheet Metal Machinists Load amp Pilferable Items Delivery Planning amp Scheduling Material Requirements ASSOCIATES INC Material Requirements can be scheduled via their Need Dates using Work Order Start Dates or Work Order Pallet Required Dates ASSOCIATES INC Material deliveries must be scheduled to meet Required Delivery Dates g s 9 gt D 5 9 Stores Buffer Work Order 2 8 lt lt a Production Production Planned Start Date Planned Finish ASSOCIATES INC PERCEPTION can schedule and track various stages of material schedules Drawing Complete Drawing Release Date Requisition Complete Planned PO Start Date PO Action Date Issue Purchase Order Required Delivery Date NEED DATE lt gt Requisition PO Purchasing lt gt Stores lt gt Work Order Process Process Lead Time Buffer Time Planned Schedule Production Need Date Drives Material Schedules ASSOCIATES INC Material schedules be developed manually with user entered information or automatically via project Planning Activities ASSOCIATES INC PERCEPTION Planning Activities ASSOCIATES INC Planning Activity Is a means to develop a set of project baseline budgets and schedules from which detail planning of work orders and mate
6. complete 5 Actual hours from time charges 82 Microsoft Project 2000 Schedule Status Before PERCEPTION Synchronizing Update Task Name EA Mid Body 2 Hull Block Construction Steel Prep Parts Fabrication Sub Assembly Block amp ssembly Block Hot Outfit Block Paint Block Outfit Hull Block Construction Steel Prep Parts Fabrication Sub Assembly Block amp ssembly Block Hot Outfit Block Paint Block Outfit ASSOCIATES INC 83 Microsoft Project 2000 Schedule Status After A PERCEPTION Synchronizing Update Duration Finish Actual Start Actual Finish 95 Complete 132 days Fri 08 31 01 HA 16 Fri 08 31 01 Mon 03 04 02 32 6 days Fri 08 31 01 HA 55 08 31 01 Tue 10 16 01 1 NA 0 08 31 01 08 31 01 4 days Fri 10 05 01 Wed 10 10 01 100 Fri10 05 01 Wed 10 10 01 4days Sat 09 15 01 10 Sat 094501 Tue 10 15 01 15 09 10 01 Sun 09 30 01 100 Mon 09 10 01 Sun 09 30 01 5 days NA 0 Mon 10 01 01 10 05 01 2 days 0 Mon 10 08 01 Tue 10 09 01 4 days 0 Wed 104001 1045 01 27 days Fri 08 31 01 HA 22 Fri 08 31 01 Mon 10 08 01 1 day NA NA 0 Fri 08 31 01 Fri 05 31 01 3 days NA 0 Mon 09 03 01 Wed 09 05 01 4 days 0 Thu 09 06 01 Tue 09 11 01 Sdays Wed 09 12 01 NA 75 Wed 09 12 01 Fri 09 21 01 5 days NA 0 Mon 09 24 01 Fri 09 28 01 2 days 0 Mon 10 01 01 Tue 10 02 01 4
7. 032 00 Fab Stern Ramp 1 947 00 Misc Outfit Foundations m Decks E 13 PD 337 14 0 337 Ladders and Walkways Rails amp Stanchions Ladders amp ELEN OMS Shell Doors Water and Gas Tight Doors Laders amp Walkways Rails amp Stanchions Foundations Ladders amp Walkways Railing amp Stanchions E 337 E 23 PD 337 337 17700 Highlight those work orders to be scheduled by a planning activity Then select Edit Modify Selected Records Attach Detach Planning Activity from the main menu or the toolbar Spar ASSOCIATES INC on 44 Identify whether to attach or detach For attaching a planning activity identify it in the data fields provided activity center and the activity number are both required Identify whether or not to transfer the planning activity s WBS SWBS PWBS and COA to the work orders e If these options are selected by clicking in the check boxes the work orders will have their WBS set to be what is provided by the planning activity If these options not selected then the existing WBS assignments on the work orders will prevail Click on the OK button ASSOCIATES INC Attach and Detach Activity Center and Activity 9 m mmm The system will then proceed to schedule the selected work orders according to the planning activity s planned start and finish date 45
8. 7 29 2003 7 0000 0 27 Block Prefit Hot 02 MID 75 00 07 29 2003 08 01 2003 7 0000 zz Block Blast amp Paint B02 MID 150 00 08 01 2003 08 05 2003 7 0000 0 7129 Block Outfit B02 MID 10 00 08 05 2003 08 05 2003 7 0000 0 7 0 Block Erection Tack amp Fit 02 MIC 937 50 08 18 2003 08 25 2003 0 0 7 1 Block Erection Welding B02 MID 525 00 08 25 2003 09 09 2003 19 0000 Spar ASSOCIATES INC The following information is transferred from Microsoft Project to PERCEPTION ASSOCIATES INC If a planning activity does not exist the task then one will be created and the following information transferred to it Planning activity number Planning activity work center number WBS as specified in the Renamed Text Fields If a template was used or Project columns assigned alias names Description Planned Start Planned Finish Budget Hours Baseline Budget Hours Baseline Start Baseline Finish Duration Total Slack Free Slack A flag denoting whether the activity is on the critical path or not Microsoft Project Project ID Microsoft Project Unique Task ID Spar a ASSOCIATES INC Ifa PERCEPTION planning activity exists for the Microsoft Project task the planning activity will be updated with the following information WBS as specified in the Renamed Text Fields If a template was used or Project columns assigned alias names Description Planned Start Planned Finish Budget Hours Baseline Bu
9. 7 99 32 101 110 4 Preparation 2days 2101 08 99 Mon 01 11 99 32 D HBO2 101 120 5 Parts Fabrication 2 Tue 01 12 99 Wed 01 13 99 32 0 03 101 130 6 Sub Assembly 24 Thu01 4 99 01 15 99 100 D HB04 401 D 7 Assembly 6 days Mon 01 18 99 01 25 99 160 D PFOi 101 M 150 8 Pre Outfit Hot 4days 01 26 89 01 29 99 16 101 160 8 Block Paint 1 Mon 02 01 99 Mon 02 01 99 180 D PF02 101 M 170 10 Pre Outfit Cold 4days Tue02 02 09 02 05 99 128 0 805 101 180 83 Erect 4days Mon 02 08 99 Thu 02 11 99 428 D HB06 101 190 84 On board Weld out 4days Fri02 12 99 Wed 02 17 99 Spar i ASSOCIATES INC Global Templates in Project 2000 Create a standard setup of column names that can be mapped directly to PERCEPTION SPAR provides a standard global Microsoft Project template SparProject2KTemplate mpt When a project is created using this template the PERCEPTION synchronizer will use the WBS elements defined in these columns It is strongly recommended that the user use this global template to ensure that an integration of Microsoft Project 2000 and PERCEPTION is performed properly Spar gt ASSOCIATES INC SPAR template maps following Project 2000 text columns to the full set of PERCEPTION WBS descriptions to make a more user friendly interface Texti Contract Number Project Number Note that PERCEPTION does not T
10. ASSOCIATES INC Revising Material Requisition Schedules PERCEPTION schedules for material requirements can be revised using several different methods e Manually rescheduling requisition Need Dates e Manually rescheduling requisitions using the global rescheduling tool Rescheduling work orders attached to the requisitions Rescheduling planning activities attached to the requisitions Spar ASSOCIATES INC Manually Revising Material Requisition Schedules The most direct method to revise requisition and purchasing schedules is simply to modify them manually requisition by requisition ASSOCIATES INC Rescheduling Material Requisitions Using Global Rescheduling Functions The global rescheduling features enable the user to re define Need Dates and the various sequencing times for purchasing ASSOCIATES INC Select Environment Material Control Requisitions from the main menu 2 Retrieve and highlight those requisitions that need to be globally rescheduled 3 Click on the Reschedule Requisitions button n the toolbar 4 The system will respond with a pop up window 5 Make the adjustments to the rescheduling information 6 Click on the Apply New Schedule button ASSOCIATES INC Schedule Manually 10 10 2003 lr lr ws lr lr 09 08 2003 64 Manually Revising Material Requisition Item Schedules The procedure described for re
11. PERCEPTION PERT PAC Integrated Planning amp Scheduling A Training Tutorial ASSOCIATES INC This training tutorial outlines the basic features of the PERCEPTION system for planning and scheduling It is a Supplement to the user manual entitled PERCEPTION Integrated Planning Scheduling which provides more details for the user Before using this tutorial the user should first view the preliminary PERCEPTION training tutorial Getting Started ASSOCIATES INC PERCEPTION has features for planning and scheduling all project activities Schedule Design amp Engineering Activities Schedule Engineering Drawings Schedule Production Work Orders Schedule Work Order Material Pallets Schedule Purchased Material Deliveries Schedule Subcontractors Schedule Tests amp Trials ASSOCIATES INC Training Directory Continue gt Planning amp Scheduling Work Orders gt Planning amp Scheduling Material Requirements PERT PAC Planning Activities Linking Project 2000 gt Importing Project 2000 ASSOCIATES INC gt Attaching Planning Activities to Work Orders gt Attaching Planning Activities to Material Requisitions gt Revising Work Order Schedules Revising Material Schedules gt Revising Material Pallet Schedules Summary Planning Activity Performance Updating Project 2000 Planning amp Scheduling
12. Work Orders ASSOCIATES INC Ship Zone Outfit Scheduling 5 Work Scheduling L HVAC Work Work requires the LITE Maintain Clear Access Electrical Cables Alleys for Men amp Materials proper sequencing of work and SEE related project activities Ship Repair Em Rip Out Fab Assem Install Test ASSOCIATES INC Work sequencing must reflect the contract s build strategy 1 Pre Outfitted Hull Blocks versus On Board Outfitting 2 Hull Block amp Modular Construction versus Stick Construction 3 Out Sourced Work versus In House Work 4 Group Technology Manufacturing versus On Demand Manufacturing ASSOCIATES INC Begin Zone Work Hull Structural Work Welders Ship Fitters gt Spar ASSOCIATES INC Hot Work in way of Insulation Welders Ship Fitters Pipefitters Electricians Sheet Metal Machinists Final Outfit Furniture amp Fixtures Welders Ship Fitters Pipefitters Electricians Sheet Metal Machinists Ship Zone Work Scheduling Paint prior to Insulation Painters Touch Up Clean amp Groom Painters Carpenters Complete Zone Work Outfit prior to Bulkhead Paneling Welders Ship Fitters Pipefitters Electricians Machinists Final Hot Work amp Joiner Sub Bases Welders Ship Fitters Pipefitters Electricians Sheet Metal Machinists gt gt
13. days NA NA 0 Wed 10 03 01 Mon 10 08 01 84 ASSOCIATES INC Microsoft Project 2000 automatically adjusts the schedules according to the actual schedule information provided by PERCEPTION Microsoft Project 2000 also displays the percent complete information as a measured solid line bar inside the bar representing the task schedule Spar i ASSOCIATES INC The overall impact of these updates the project can viewed by clicking on Project Project Information on the main menu of Microsoft Project 2000 Project Information for Sample Hull 7111 Mon 03 04 02 Project Start Date meae mooo E __ _statistics Cancel ASSOCIATES INC 86 re planning of the project is warranted it re scheduled using Microsoft Project 2000 When the schedules have been revised the PERCEPTION Synchronizer can be used again to re schedule the project Planning Activities Spar ASSOCIATES INC
14. dget Hours Baseline Start updated if specified by the user using Microsoft Project Baseline Finish updated if specified by the user using Microsoft Project Duration Total Slack Free Slack A flag denoting whether the activity is on the critical path or not Spar amp ASSOCIATES IN If a Microsoft Project task is a milestone type task then it will be transferred into PERCEPTION as a milestone and the following information transferred Contract number Project number 9 Description Milestone date Imposed start Microsoft Project constraint date Baseline start Baseline finish Microsoft Project Project ID Microsoft Project Unique Task ID PERCEPTION project milestones may be viewed by opening the project detail window milestone tab Spar 2 ASSOCIATES INC Any number of different Project 2000 Databases can be linked to PERCEPTION ASSOCIATES INC If a Microsoft Project task is a recurring summary or rolled up or summary type of task it will not be transferred to PERCEPTION ASSOCIATES INC 39 reverse when updating the Microsoft Project database the following information 15 transferred from PERCEPTION to Microsoft Project PERCEPTION planning activity WBS 9 Actual start 9 Actual finish 9 Actual hours Spar z ASSOCIATES INC Identifying Microsoft Project 2000 Database For PERCEPTION Typically each Microsoft Project schedule is stored in its own
15. eed Date either manual or automatic will cause a recalculation of the schedule and all other dates that are dependent upon that date for example Required In Yard Date PO Date etc NOTE A requisition item may be associated with a work order or planning activity that has not yet been defined in the system In this case the item will not be scheduled by the non existent work order or activity until that work order or activity is defined and given a Planned Start Date The requisition item Need Date will then be updated automatically Spar _ ASSOCIATES INC Whenever the planning activities work orders or pallets are rescheduled the system may be authorized to automatically reschedule requisitions attached to these documents This authorization can be prescribed on the company parameters and defaults Library Company Parameters Company Defaults tab See the options provided in the Automated Scheduling Options section System Parameters and Company Defaults The user should refer to the SPAR manual titled Material Planning Purchasing amp Inventory Control and review the scheduling rules described for material functions SPARHOLDER hesapeake Marine Industries ompany Confidential Information Spar ASSOCIATES INC Revising Material Pallet Schedules PERCEPTION schedules for material pallets can be revised using several different methods 1 Manually resched
16. embly Block Hot Outfit Block Paint Block Outfit El Grand Block Construction ASSOCIATES INC Grand Block Assembly Grand Block Outfit Grand Block Erection Grand Block VYeldout 21 Project 2000 Tasks are linked directly to PERCEPTION s Planning Activities Microsoft Project Task 1L Microsoft Project Task Microsoft Project Task Planning Activity Activity Work Planning Activity Orders oo Work Order Pallet Items ee T Spar ASSOCIATES INC order for Project 2000 to link with PERCEPTION the user must map columns of Project 2000 information with corresponding columns of PERCEPTION information Microsoft Project Microsoft Project Column Name User Column Name Column Name User Column Name Unique ID Name Duration Early Start Early Finish Baseline Start Baseline Finish Total Slack Free Slack Dela Complete Actual Start Actual Finish udget Hours Text Text2 Text3 Text4 Text5 Spar xn ASSOCIATES INC Sample user defined Project 2000 column names versus internal Project 2000 column names 800 800 101 M 33 E Block 101 32 days Tue 01 05 99 Wed 02 17 99 24 101 M 910 2 Lofting 3days 01 05 99 Thu 01 07 99 24 0 2 101 920 3 Planning 3days 01 05 99 Thu 01 0
17. ess 0 Last Charge 00 00 0000 On Critical Path Task Constraint Type Start No Earlier Than Constraint Date 01 02 2002 SWBS PWBS Group Account Zone Outfit Zone COAS Division Shop Unit amp lock Assembly Center Supervisor Sub Assy Part Spar P ASSOCIATES INC Sample Planning Activity list of linked Work Orders Activity Details Information for the Planning Environment Activity Prin Cemer Work Order ____Heading _ Planned Gty _ __UoM_ Budgeted Labor Hours Budgeted Material Cost 37 2778 Ladders amp Walkways 200 PKG xi 120 00 4 320 00 a B 2779 Rails amp Stanchions 200PKG 120 00 4 320 00 3 PD 337 37 4 2789 Floor Plates amp Grates OMS 1 00 PKG 1 500 00 54 000 00 4 PD 337 337 01 2788 Foundations 2 00 PKG 3 000 00 100 000 00 The Planning Activity also can schedule Drawings Pallets Requisitions Spar i ASSOCIATES INC PERCEPTION can be linked directly to Microsoft s Project 2000 to automate PERCEPTION managed schedules ASSOCIATES INC Project 2000 Scheduling Tasks Sequencing amp Scheduling Project Activities November Task Name Mid Body Hull Block Construction Steel Prep Parts Fabrication Sub Assembly Block Assembly Block Hot Outfit Block Paint Block Outfit Hull Block Construction Steel Prep Parts Fabrication Sub Assembly Block amp ss
18. ext4 Activity Number require that all of these text fields be TextS SWBS Group SWBS Account used to plan and schedule in Microsoft PWBS Zone Project 2000 but only those that are PWBS Outfit Zone Grand Block SWES Unt necessary PWBS Assembly ue PWBS Sub Assembly Activity Number PWBS Part GOA Group Activity Work Center Number COA Sub Group COA COA Supervisor COA PT Spar ASSOCIATES INC template allows the user to apply the SPAR naming conventions to the Project 2000 text fields using the Project 2000 Template Organizer Activity Text16 Contract ID Activity Center Text15 Proj Text2 COA Grp Text11 Item Text13 Proj Text2 PWBS Assembly Text8 PWBS Outfit Zone Grand Block Text6 PWEBS Part Text10 E PWBS Sub Assembly Text9 SparProject2KTemplate GLOBAL MPT Spar 2 ASSOCIATES INC Customize Fields If you decide not to use the template or if you need to import Microsoft Project file already rs we BY created then you rename the columns manually using eas Microsoft Project ools Customize Fields iis interface C Graphical Indicators Help Spar ASSOCIATES INC Importing Microsoft Project 2000 Schedules into PERCEPTION ASSOCIATES INC Transfer Tasks To PERCEPTION
19. file on the user s hard drive In order for the users to be able to identify which Microsoft Project file is being used the Microsoft Project file should be noted on the Contract Project details window Project Details Information for the Material Control Environment The Microsoft Project file name can be filled in by direct user entry or by 209 right clicking on the name Ico mj field and choosing Browse for files from Manual the pop up menu 1 This field is limited to Microsoft s set limit for a file and pathname length not to exceed 255 characters Spar ASSOCIATES INC see the Project 2000 Task assigned to the PERCEPTION Planning Activity drill down to the planning activity Detail window then click the MS Project Task tab Activity Details Information for the Planning Environmen Module Fabrication PP EBB CEH Ee Spar ASSOCIATES INC Attaching Planning Activities to Work Orders ASSOCIATES INC Open the work order worksheet and retrieve selected work orders Work Orders Information for the Planning Environment ene Work Order Heading Planned Qty v 2768 Aft Bulkheads 265 00 D 2769 Aft Hull Decks 21 064 00 01 2770 M S Platforms and Flats 163 884 00 12771 Midbody Shell Units 86 803 00 712772 Midbody Bulkheads 45 056 50 Midbody Decks 42 178 00 Fab Portable Decks 1
20. he toolbar 4 system will respond with a pop up window ASSOCIATES INC Work Order Date Change Utility ke 06 30 2003 E Veek s 3 Month s Change the planned start and or finish dates for the work orders as provided with the displayed options 39 Rescheduling Work Orders With Attached Planning Activities First reschedule the planning activities Either manually in the Planning Activity worksheet or Via Project 2000 after which the revised Project 2000 task schedules need to be synchronized with PERCEPTION planning activities Spar ASSOCIATES INC With the planning activity schedules revised the attached work order schedules can be revised automatically From the menu select Environment mobie amp Adjust Work Orders to Current Plan Sch eduling Adj ust Work Orders to Current Plan Spar i ASSOCIATES INC 1 Select the Contract Project and Work Center you wish to reschedule Retrieval Options lt List Only Open Contracts C List Both Open amp Closed Contracts Contract 24426 2 Now click on the Apply Project 8 mg Work Center ai Cenee in Pro P Plan button The system will now update the work Apply Plan Help orders attached to activities If the work order has been started the system will not alter its
21. ically updates the status of project planning activities The Production Baseline Rollup summarizes progress cost and schedule performance information from linked work orders and material requisitions ASSOCIATES INC 76 Select Environment Planning amp Scheduling Rollup from the main menu Rollup Baseline Plans Select Rollup Contract ID Project Description 119060 Tanker East 150 000 CuFt Sludge Tanker e E Tanker East CE 150k Sludge Tanker East Coa zy Cost Estimate Rollup 19060 Tanker gt Production Baseline Rollup 19060 Production Labor Rollup 5147 Tanker Production Material Rollup Select Production Baseline Rollup to open the rollup project and options selections window Spar i ASSOCIATES INC The options for the Baseline Rollup as follows 1 Summarize the planning activity baseline dates and copy to the project WBS SWBS PWBS amp as defined on the activities 2 Summarize the planning activity baseline budgets labor hours labor and material costs and copy to the WBS 3 Compute the baseline Budgeted Cost of Work Scheduled BCWS labor hours using the planning activities their baseline budgets and baseline schedules Copy the baseline BCWS to the project WBS 4 Compute the planning activity Estimate At Completion EAC and percent progress from a system developed analysi
22. ity s planned start and finish date Spar ASSOCIATES INC The system sets the requisition Need Date as the planning activity s start date The purchasing schedules for Required in Yard PO Action Date and Drawing Release Date each computed by the system according to the sequence times defined on the requisitions For details on these sequence schedules refer to the Material Planning Purchasing amp Inventory Control user manual ASSOCIATES INC Revising Work Order Schedules PERCEPTION work order schedules can be revised using several different methods Manual rescheduling Manually using the global rescheduling tool By rescheduling planning activities ASSOCIATES INC Manually Rescheduling Work Orders The most direct method to revise work order schedules is simply to modify the schedules manually work order by work order ASSOCIATES INC Rescheduling Work Orders Using Global Reschedule Function The global rescheduling feature of the system Either applies a new start and or finish date to the selected work orders or Increases decreases existing schedules by a specified number of days weeks or months Spar ASSOCIATES INC Select Environment Production Engineering Work Orders from the main menu Retrieve and highlight those work orders that need to be manually rescheduled Click on the Reschedule Work Orders button on t
23. r planning activity Planned Start Date the system will recalculate the schedule for all attached not complete material items The following outlines these automated scheduling effects for pallet Need Date 1 scheduled by a work order Need Date Work Order Planned Start Date 2 If scheduled by an activity Need Date Activity Planned Start Date Spar n ASSOCIATES INC When planning activity has its baseline start or finish changed the system will re schedule its associated work order material pallets as follows 1 pallets attached to schedule adjusted work orders will have need dates coinciding with the new start dates of the work orders If the material requisition scheduling option is turned on then all schedule adjustments of the pallets will be reflected back to need dates for the corresponding requisition items that are incomplete i e not fully used in production If requisition items are not attached to a pallet item but are attached directly to a schedule adjusted work order the schedule adjustment will be applied to the need date for these requisition items If the purchase order scheduling option is turned on then rescheduled requisition items attached to purchase orders that are incomplete i e not fully received in delivery will have required delivery dates adjusted Spar m ASSOCIATES INC Summarizing Planning Activity Cost amp Schedule Performance PERCEPTION automat
24. rial requirements can proceed ASSOCIATES INC Planning Activities can prescribe the schedules for selected work orders Work orders set the Need Dates for material requirements and required dates L L L n L L n L L n L n L L n L n L L n t Drawing Requisition Ces Work Order Pallet Items n n n T ASSOCIATES INC Once work orders been linked to planning activity they may have their planned schedules fine tuned and adjusted to suit production scheduling requirements Planning Activity The Planning Activity Detail data window has tabs to display all information related to it Activity Details Information for the Planning Environment Activity Work Orders Engineering Drawings Pallets Requisitions MS Project Task ContractID PD 337 Project 337 Center 0 Description Module Fabrication Free Activity Duration 10 00 9 0 Slack 0 000 ui Time slack 500 Stat Date Finish Date Activity Budget Hours 0 00 Revised Budget 0 00 Baseline 01 02 2002 01 15 2002 Hours Not Allocated 0 00 Revision Date 00 00 0000 Planned 01 02 2002 01 15 2002 to Work Orders Actual 00 00 0000 00 00 0000 BCWS 0 00 Number of WOs 4 AE T WO Budget Hours 4 740 00 Progress 0 WO Actual Hours 0 00 EAC 0 Manual Progr
25. s of attached work order cost labor hours and schedule performance Spar d ASSOCIATES INC Multiple projects have rollups performed a single process by holding down the CTRL key while clicking and highlighting the desired project s in the project list sub window When all the options and project selections have been made click on the OK button The system will proceed with the rollup process Spar ASSOCIATES INC Updating Microsoft Project 2000 PERCEPTION provides a function to automatically update the Microsoft Project 2000 database with the current status of project planning activities With this information Project 2000 will automatically update schedules according to the progress status provided by PERCEPTION 80 Select Environment Planning amp Scheduling Synchronize Schedules To MS Project from the main menu This will open the Synchronize with MS Project 2000 window Select the contract and project to be synchronized Click on Transfer to Microsoft Project Enter the path and name of the Microsoft Project database file Click ASSOCIATES INC 81 ASSOCIATES INC PERCEPTION transfers the following information into the Microsoft Project 2000 database 1 2 PERCEPTION Planning Activity WBS Actual start date if available from time charges Actual finish date if available from time charges PERCEPTION
26. schedule If an un started work order is a time phased or incremental process type work order the system will not alter its schedule Spar ASSOCIATES INC If the un started work order is discrete or distributed type work order the system will change its planned schedules as follows The relative proportion of time between the activity s original start and the work order s original start defined as the work order start offset from the activity start to the original total duration of the activity will be maintained by the system Work order start offset work order start activity start Activity duration activity finish activity start Work order start offset Work order start offset Activity duration _ Activity duration Or Work order start Activity start A Where A Activity duration Activity duration X Work order start offset Spar lt ASSOCIATES INC The ratio of the work order s original duration to the activity s original duration also will be maintained by the system Work order duration Work order finish Work order start Work order duration Work order duration ginal Activity duration Activity duration Or Work order finish Work order start A Where Af Activity duration Activity duration ginal X Work order duration original Spar
27. uling pallet Need Dates 2 Rescheduling work orders attached to pallets 3 Rescheduling planning activities attached to pallets Spar ASSOCIATES INC Rescheduling Pallets From Work Orders Pallets that are attached to work orders will automatically have their Need Dates revised when the work order Planned Start Dates are modified This means that the material pallet schedules can be modified directly whenever work order schedules are changed Spar ASSOCIATES INC Rescheduling Pallets From Planning Activities amp Work Orders The Pallet Need Date is when the material is planned to be issued to production When a pallet is created if it is not associated with a work order its Need Date may be set manually Once it has been associated with a work order and while it remains open its Ned Date will always be set by the system to be equal to the work order Planned Start Date Spar is ASSOCIATES INC If the pallet is not attached to work order but is attached to a planning activity the pallet s Need Date will always be set equal to the activity s Planned Start Date If the pallet is scheduled by a work order or a planning activity the user cannot change the Need Date on the pallet To reschedule the pallet the user must change the date on either the work order or the planning activity that schedules it Spar B ASSOCIATES INC If a change is made to the associated work order o
28. vising requisitions can at the same time be applied to all the related requisition items However if requisition items require different sets of schedules the rescheduling procedure 15 also available at the requisition item level of detail Spar ASSOCIATES INC Automated Rescheduling Of Material Requisitions The Need Date on requisition items can be set manually or set reset automatically by association with a pallet work order or planning activity Spar ASSOCIATES INC The following outlines these automated scheduling effects for requisition item Need Date e If scheduled by a Pallet Requisition Item Need Date Pallet Need Date Pallet Buffer Time e If scheduled by a Work Order Requisition Item Need Date Work Order Planned Start Date If scheduled by a Planning Activity Requisition Item Need Date Activity Planned Start Date The priority order for determining the requisition item Need Date is as follows 1 Pallet Need Date always takes first precedence 2 Work Order Planned Start Date takes second precedence 3 Planning Activity Planned Start Date takes third precedence Spar x ASSOCIATES INC If the item is scheduled by association by one of these documents i e pallet work order or planning activity the user cannot change the Need Date on that item To reschedule the item the user must change the date on the attached document that schedules the item Any change to the N
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