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Primavera Programme Integrity Quick and Easy Check

It’s a good idea to complete a spot-check in Primavera for programme integrity, before you submit a programme for review. At ProCon Partners, this is something we always do before we start delving deeper into a programme and carrying out detailed analysis. Primavera provides you with a simple report to give you an overview of programme integrity. Here are our tips on how you can use it.

1. Make a copy of the programme

Before you review any programme, it’s best practice that you make a copy of the programme and schedule the project (press F9 to begin this step). Sometimes, the XER file won’t have been scheduled before sending. This check will ensure the dates are captured as they appear and that you can see any date movement, once the programme is scheduled after import.

To make a copy, click Project, then Maintain Baselines, then Add, as per the diagram:

Programme Integrity - Make a copy

When the Add New Baseline pop-up appears, select Save a copy of the current project as a new baseline and press OK:

Programme integrity - add new baseline

Once this step is complete, use Assign Baselines to assign this copy as the baseline. Check to see if all the baseline dates align to the start and finish dates:

Programme integrity - assign baselines

Programme integrity - start finish

2. Generate your integrity report

Once you have checked the programme for any date movements in between export and import, you can generate a report quickly and easily. Simply select Schedule (press F9) and click on View Log.

3. Do a ‘first-sense’ check

When you view the schedule log, you’ll see the following general programme settings:

Programme integrity - first sense check

Use these as a useful ‘first-sense’ check, to give you an overview of the schedule. Make sure Schedule Settings is set as the default. Always take a note of the settings before using the Default button, so that any change in the options selected can be seen:

Programme integrity - schedule options

Another view of the settings is listed on the schedule report below:

Programme integrity - schedule report

4. Statistics view

The statistics report gives you total activities, tasks in progress/not started, total amount of activities and constraints at a glance. This is on the schedule report, located on the first one or two pages, and will show the scheduling settings and the statistics of the schedule data. Additionally, it highlights any tasks without predecessors and/or successors, which is key for programme integrity and critical path analysis. You can also see out-of-sequence activities, such as incorrect linking/sequencing of the works; activities with actuals after the data date; all critical tasks; and activities with unsatisfactory relationships.

Programme integrity - statistics

Programme integrity - errors

5. Benefits of the Programme Integrity Report

The Primavera schedule report is a great tool for project managers. It’s an ideal first step before you validate or analyse any programme. You can see at a glance the status of the programme before you submit it to your client.

You can also use the report for:

  • Rejecting a contract – for example, in many forms of contract, there should only be one task without a predecessor or successor
  • Identifying unlinked tasks – this is useful before submittal to allow opportunity to fix the unlinked tasks, so that the client doesn’t reject under a contract clause.

Want to know more?

The next Primavera blog will be on how to assess the data from a schedule report. We’ll also cover the additional filters needed for those areas of the schedule report that require further investigation.

If you are interested in knowing more about how Primavera Integrity Reports can help you – or you would like us to generate them for you, please contact us or call 0117 975 8670 to arrange a free, no obligation call to discuss how we can help you.

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