Summary:

In this lesson, we’ll walk through the steps to create a Progress Measurement System (PMS) template. The PMS is a crucial tool for tracking the progress of each activity in a project over time, helping you monitor project performance and ensuring it stays on track. This is especially important when managing large projects with extensive lists of activities. To follow along, you’ll need Primavera P6 and Microsoft Excel installed on your computer, along with a sample project baseline schedule. This can be from your current project or a sample schedule from Primavera. By the end of the lesson, you'll be able to create a PMS template to record site progress.

Key Points:

1. Objective:

   • Learn how to create a Progress Measurement System (PMS) template to track project progress over time.

2. Requirements:

   • Primavera P6: A project management software tool used for creating and managing schedules.
   • Microsoft Excel: A spreadsheet tool where we will set up the PMS template.
   • A Sample Project Baseline Schedule: This could be from your current project or a Primavera sample project, which contains the initial plan for your project timeline.

3. Step-by-Step Process:

   • Copy the Baseline Schedule from Primavera: We’ll begin by copying your project’s baseline schedule from Primavera P6 into Excel. This schedule contains all the necessary details like tasks, durations, and start/end dates.
   • Setting Up the Excel Spreadsheet: Once the baseline schedule is in Excel, we will organize the data and ensure the spreadsheet is ready to track progress. This might involve adding columns for actual progress, dates, and other key metrics.
   • Track Progress Over Time: After setting up your PMS template, you can begin tracking the progress of your project activities over time, updating your Excel sheet as your project progresses.

4. Why This Matters:

   • Having a well-organized PMS template will allow you to visually track your project’s performance, identify potential delays, and make necessary adjustments to stay on schedule. Additionally, when periodic reporting approaches, you’ll have the data needed for schedule updates.