Why I No Longer Dread Morning Management Meetings on a Turnaround Project

I was working on TA project and was asked to provide S-Curve (Units and Cost) reporting for every morning management meeting. The client wanted to observe project trends from a schedule and cost perspective for each unit, piece of equipment and also for various contractors.

To create such reports I had to dump the project information into a spread sheet from Primavera P6 at the end of each shift to record the history of actual and remaining activities. Then I had to group, sort and filter the data properly, as well as write a particular formula to develop the graphs based on different criteria.

Looking down the road this task was not exactly what I really wanted to spend my time on, especially since I couldn’t easily change the graphs filtering, grouping, and sorting during the meeting if some of the managers wanted look at something from another perspective. I constantly had to tell them that I would have to create the graph they were requesting and bring it to the following meeting, which was obviously not ideal.

To add to the frustration I have to admit that there were a couple of times I made errors in my formula and it took me a long time to fix. All of the graphs had their own formula and if I wanted to change anything I had to go to each graph and make sure everything was ok.

Finally things started to look up when the client decided to purchase Emerald’s EP-dashboard and EP-datawarehouse reporting solution. Life was immediately made easy for me!

With Emerald’s reporting solution in place I only needed to take a snapshot of the project at the end of each shift using EP-datawarehouse. I literally only had to change two project codes, press F5 and sit back while EP-datawarehouse snapshotted the latest status of the project. Once the snapshot was complete I could go to EP-dashboard and look at the graphs that I developed earlier along with the live data and filter and group it all however I needed it.

Now I love morning management meetings! I can show them the curves with various options for filtering and grouping. Creating the graphs has been simplified, there is less room for error, and I can answer their questions in the actual meeting instead of making them wait until the next one before I can give them what they need.

Below is an example:

S-Curve-Cost

Applied Filter

If you have any questions regarding reporting and Primavera P6 please contact us so we can talk to you about our EP-dashboard and EP-datawarehouse tools. I can’t believe the time I saved, not to mention the transparency the tools brought our client.