The Challenge:

Our client’s Transmission Engineering Management Capital Projects Group was managing its portfolio using a recent installation of Microsoft Project Central. The solution did not meet the scalability of the team, nor did it provide the desired integration and roll-up of schedules through the use of dashboards. In addition, the client’s project management teams were starting to standardize using Primavera solutions.  PMOLink was engaged  to manage the Planning, Design, and Implementation phases of the Primavera implementation.

Action Taken:

PMOLink was first engaged to develop a Primavera Implementation Plan to help ensure a successful Primavera implementation. The Phase 1 scope of work included development of a functionality matrix (matching the users to the appropriate Primavera product), implementation strategy, gathering technical requirements, pricing for the new line of Primavera products, testing activities, training Plan for Primavera users, integration of Primavera processes, and a final assessment PMOLink gathered requirements of the customer and implemented, configured, and deployed the Primavera solution. In Phase 2, PMOLink was engaged to lead the actual implementation of Primavera.

Release 1 focused on transitioning from current project management software to Primavera for all projects currently in-progress and for all projects in the future. Existing processes supported by the current project management software were transitioned to Primavera (timesheets, project planning and controls, reports). This release included configuration of the Primavera P6 environment, a “pilot” of the Primavera P6 functionality with a subset of projects representing a cross-section of the current project portfolio, and finally conversion of all projects in the current PM tool to Primavera P6 also introduced users to basic project, portfolio and resource information through the myPrimavera web interface.

Release 2 focused on the implementation of more collaborative features and functions of Primavera P6 including more advanced project, portfolio and resource management through the myPrimavera web interface; implementation of Methodology Manager; and an assessment of supporting project management processes across the organization. This release built upon the basic functionality implemented during Release 1, particularly in the areas of collaboration via the myPrimavera web functionality as well as through the incorporation of project templates into Methodology Manager and the development of processes to support the maintenance of standard methodologies.

Results:

• Created 1000+ project schedules containing 400,000+ activities
• Implemented, Configured and Trained team to plan, schedule, update, and report consistently on their audit engagements
• The company had a portfolio management view of its programs and projects available to management in a web-based tool
• The organization was now aligned with other project teams with their standardization of Primavera solutions