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Delay Analysis Techniques
Utilising Project Refections &
Claim Digger
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DisclaimerInformation contained within this presentation is for education purposesonly. How a programme or schedule is uilt! maintained and managed isthe responsiility of the owning organisation. Focus Planning Ltdaccepted no responsiility for changes made to programmes or
schedules which are altered as a result of reading slides contained withinthis presentation. The con"guration and settings of computer softwareare the responsiility of the license holders and Focus Planning Ltdaccept no liaility for the con"guration used y the license holder.
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#hat is a Pro$ect %e&ection'
(racle de"ne a re&ection as)
A refection is a copy o a project that has the ollowing characteristics: Has the same name as the original source project with refection appended to it.
Internally, contains a link to the source project that allows the application tomerge changes to the refection into the source project.
Has a what-i status.
*ssentially a re&ection is a caron copy of a pro$ect! ut unli+e $ust hitting ,opy inP-) a re&ection retains a logical lin+ etween the source pro$ect and the copy whichallows any changes to the copy to e re&ected against the source pro$ect to identifythe impact of change.
This is particularly useful when calculating potential delays in a #hatIf scenario!especially as P- will pro/ide a summary of the changes for the user to communicateto the pro$ect sta+eholders. In order to allow for a clear change control and reportingprocess when calculating delays with re&ections we will include a aselineintegration later in the slides which supports transparent identi"cation of change.
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Process 1ummary
(/er the ne2t few slides we will go through the elow highle/el process inorder to identify and report ac+ on a delay to a pro$ect..
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(riginal Pro$ect 4aseline
4est practice dictates to ta+e a new aseline of any pro$ect to which you will ema+ing changes. This is no di5erent for using %e&ections.
4efore ta+ing the re&ection! ta+e a new aseline for the pro$ect. The new aselinedoesn6t need assigning at the is point! it $ust needs creating.
To create a new aseline in P-)7. (pen the pro$ect to which the assessment is to e made8. 1elect P%(9*,T : ;AI
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,reate %e&ection
To create a new %e&ection! complete the following steps)7. o to the P%(9*,T1 #I
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#hat if 1cenarios *dit %e&ection
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Initial Assessment
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Initial Assessment4elow the %e&ection Di5erences window are the merging options. These should e tic+ed according tothe requirements of the planner. The Prior To ;erging options include two options! the "rst creates a
copy of the source BoriginalE pro$ect as a 4aseline! if you decided not to ta+e a aseline of the originalpro$ect earlier you will want to tic+ this o2 in create one now! as it is a +ey element of how we assessdelays. The second option is user preference! as est practice it is good process to create a ac+up.
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The After ;erging (ptions co/er what to do with the re&ection after merging has een completed. Againthis is user preference! as est practice it is good process to +eep the re&ection for future reference K utthis should e mo/ed out of the wor+ing *P1 once this e2ercise has een completed so as not to clutterit up.
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P- (utputQ ,hanges %eport(nce you ha/e selected your preferences from the pre/ious two slides! ta+e a copy of the %e&ection
,hanges window information. There is no direct printing option in this screen! so this can e achie/edeither y ta+ing a screenshot! or y selecting the "rst change in the tale! pressing ,ontrolA Bwindowsased machinesE to copy the tale! open *2cel and paste the information. This information will ecommunicated with the updated programme as it highlights the changes the planner made to theprogramme to account for the delay.
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,laim Digger
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?sing ,laim Digger
The ,laim Digger dialog o2 contains the following options)
1elect %e/ised Pro$ectQ This is where you will select the re/ised pro$ect from the *P1! for this e2ampleselect the updated pro$ect1elect (riginal Pro$ect or 4aselinesQ This is where you will select the predelay aseline was set earlier.1elect the input o2 and tic+ 4A1*LI
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,ommunicating the Plan
As est practice the plan should now e communicated to the pro$ect sta+eholders. A familiar layout toinclude in the issue is the antt ,hart showing the predelay aseline against the current schedule. Todo this open the pro$ect! select P%(9*,T then A11I< 4A1*LI
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1ummary
1o to summarise there are /arious methods to ensure delays areanalysed and recorded! ut y using %e&ections with ,laimDigger! we are ale to trac+ e/ery stage of the schedule updateprocess to communicate with the pro$ect sta+eholders.
This ensures the original schedule isn6t o/erwritten and lost asaselines can e restored as pro$ects in their own right! and gi/esus the information needed to re/iew the changes against theoriginal schedule in a format that can e re/iewed y nonplanners and planners ali+e.
(ther Delay re/iew methods including Time Impact Analysis wille co/ered in future slides and a copy will e made a/ailale onthe Focus Planning Ltd wesite at httpQOOwww.focusplanning.com or y contacting infofocusplanning.com
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