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SCHEDULE NARRATIVE AND RESOURCE LOADING

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Michael Akinleye
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Please i need an assistance on how to make a schedule narrative and how to resource load a schedule, Please its very urgent im just getting used to P6 software ...

 

Thanks everyone

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Zoltan Palffy
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glad I could help 

Michael Akinleye
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Joined: 27 Mar 2017
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Thanks So much Zoltan Palffy...this really helps alot i so much appreciate

Zoltan Palffy
User offline. Last seen 10 hours 34 min ago. Offline
Joined: 13 Jul 2009
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first this is the wrong forum post this in the Oracel p6 forum

Adding Resources

Go to the resource directory and create a new resource and call it LUMPSUM make the type labor. When you make it make sure that calculates costs from units is set to NO.

 

Go to the activities directory and filter for all of the activities that you want the resource on. Then select all of the activities by highlighting them.

Right click and select assign and then select resources and select the resource that you just created called LUMPSUM

This will make the budgeted units equal to whatever the duration is times 8.

Go to file export and select xls then select resource and resource assignments. When you get to the Select Template select add. In the column tab expand the left side under available and expand the Units category and select Budgeted Units and take that to the right side.

Click on the filter tab select add and create a new filter

Where resource id name equal LUMPSUM

Select next and export the units to excel

Open excel and look at the TASKRSRC tab at the bottom and look for the column labeled as target_qty Budgeted Units(h)

Populate this column with the appropriate units and then save the file in excel.

In P6 go to the Projects Directory and make sure that your project is highlighted click on the Resources tab and make sure that in the lower right under RESOURCE ASSIGNMNETS that Resources can be assigned to the same activity more than once is NOT checked.

Now got to the calculations tab and make sure that under Resource Assignments that when updating actual units or costs that Subtract Actual from At Completion IS CHECKED.

Also make sure that Recalculate Actual Units costs and Costs when duration % complete changes IS CHECKED

Also make sure that Link Actual and Actual This Period Units and Cost IS CHECKED

Next go to the Activities Directory and select file import and select xls. File the excel file that you saved and when you get to the Import Type screen ONLY CHOOSE RESOURCE ASSIGNMENTS and import the excel file.

Import the units from excel to P6

Schedule Narrative 

Creating a Schedule Narrative for an Updated Schedule

The first page should be the Executive summary and should list summary information

Company NAME

Project Name

 Monthly Schedule Update # – (Date of update)

(Month of Update)

(Update # & File name)

 

 

 

 

 

(Insert an overall Summary Photo if permitted)

 

 

 

Executive Summary:                       

Update:

 

10

Data Date:

 

01-Feb-09

Project name:

PROJXXXUPD10.XER

Jan 09 Update (10)

NTP:
Contract Duration:                  
Original Contract Completion Date:
Approved Time Extensions:
Current Contract Completion Date:            Projected Contract Completion Date

Variance with Current Contract Completion

 

 

April 2, 2008

1164 calendar days

June 10, 2011

None

June 10, 2011

August 16, 2011

-46 Working Days

-67 Calendar days

 

Schedule Status

(List the status in terms of ahead or behind schedule, planned % complete vs the actual % compelte).

 

The Schedule labeled as (PROJXXUPD10)is based on actual field progress through the month of (whatever month). The schedule is showing a projected contract completion date of

(whatever the completion date is). This is (X number of ) working days after the approved contractual completion date of December 5, 2016. This project was scheduled to be 65.00%complete at this time. However the actual physical progress is only 50.00%as of this update.

 

Milestone Summary

(List the milestones only in tabular format this can cut and pasted from P6)

Activity id        Activity Name             Duration % Complete    Start        Finish        Total float

 

Critical Path Analysis:

(List the current critical path in writing this can be in summary form if need be)

 

The current critical path starting in February 2009 begins with the completion of work for C09 Crystal City the critical path work then flows thru the stations in this sequential order; C03 Farragut, C04 Foggy Bottom, D12 Landover, D09 Minnesota Avenue, D10 Deanwood through to Project Completion.

 

Graphically, the critical path in is as follows

(Graphically show the current critical path in this can be in summary form if need be)

(This can be in Gantt format or time scaled logic.)

(This can cut and pasted from P6)

 

Schedule Progress

 

Started Activities

(List the activities that ONLY STARTED during this reporting period in tabular format can cut and paste from P6)

During the XXX MONTH YEAR update period, (COPMANY NAME)  started (X number ) new activity during this reporting period.

Activity id    Activity Name   Duration % Complete Remaining Duration  Start   Finish   Total float

 

In-Progress Activities

(List the activities that were in progress this reporting period meaning that they started in a prior update period but are not yet completethis can cut and pasted from P6)

 

During the XXX MONTH YEAR update period, these activities (20) were in-progress. (This means these were started in a previous reporting period but are not yet complete.

 

Activity id    Activity Name   Duration % Complete Remaining Duration  Start   Finish   Total float

 

Completed Activities

(List the activities that were ONLY COMPLETED in tabular format this can be cut and paste from P6).

During the XXX MONTH YEAR update period, these activities (15) were Completed

Activity id        Activity Name             Duration % Complete             Start                   Finish  

 

Change Notices and RFI’s:

Change Notices

(List the number of change notices issued todate. If there are a lot of changes the design could be flawed. Change order work usually takes away manpower from critical BASE CONTRACT work).

Through XXX MONTH YEARthere have been 15 Change Orders issued to COMPANY NAME

 

RFI’s:

(List the number of Request for Information issued todate) If there are a lot of changes the design could be flawed.

Through XXX MONTH YEARthere have been 450 RFI’s submitted and 400 of them have been answered.

 

Delays and Impacts:

Delays

(List any delays that the project experienced this reporting period as well as other from previous update periods)

There have been several delays the most notable were delays associated with the following

1.      Delay #1

2.      Delay #2

 

Impacts

(List any impacts that the project experienced this reporting period as well as other from previous update periods).

The project has been impacted due to differing site conditions in the Basement. The original

Documents called for the columns and wall footings for the building to be erected on spread footings situated on unexcavated rock.  However, the material encountered was compacted soil placed by a prior contract.

Weather

(List any delays due to weather during this reporting period. The delay usually has to effect at least 50% of the work day and the activity MUST be on the critical path).

 

Date of delay             type of weather          activity id #     activity name  on  critical path (Y/N)

                                    (If rain or snow how much)

                                    (If too hot or cold what were the temperatures)

Added activities

(List any new activities add to the schedule and why they were added. Make sure to include change orders issued during this update period).

Logic Changes

(List any logic changes made to the schedule and why this includes out-of-sequence progress).

Progress Photos

(If permitted insert progress photos at the end of the narrative. Try to take photos that give overall status of an area was well as photos where there are delays. This gives you the ability to go back to any update period and see what the current status of the project was via the photos).

 

(Insert photos here caption them if possible or caption a group heading of them maybe in the same area or on the same floor).