Primavera Risk Analysis For Primavera and Contractor

Download as pdf or txt
Download as pdf or txt
You are on page 1of 48

Primavera Risk Analysis for Primavera Project Manager |

Primavera Risk Analysis for Primavera Project Manager

Primavera Risk Analysis for Primavera


This document is an extract from the Primavera Risk Analysis help file version 8.7 SP5.
Primavera Risk Analysis for Primavera Project Manager | 1

Table of Contents

1. Primavera P6 - Opening Primavera P6 Projects 1-2


2. Setting up a connection to Primavera project database 2
2.1. Primavera P6 - Primavera Connection Wizard 2-5
2.2. Primavera P6 - Using Native connection with Primavera P6 v6.x and v7.x 5-6
2.3. Primavera - Using the Primavera Integration API to connect 6-8
3. Primavera Risk Tutorial (reading XER file) 8
3.1. Primavera Risk Tutorial (reading an XER file) 8
3.2. Primavera XER Risk Tutorial - 1. Opening the Primavera XER file in 8-11
Primavera Risk Analysis
3.3. Primavera XER Risk Tutorial - 2. Running risk analysis 11-13
3.4. Primavera XER Risk Tutorial - 3. The risk results 13-14
4. Primavera Risk Tutorial (reading from project database) 14
4.1. Primavera Risk Tutorial (reading from the project database) 15
4.2. Primavera Risk Tutorial - 1. Importing the example Primavera P6 project 15-18
4.3. Primavera Risk Tutorial - 2. Opening a Primavera P6 project in Primavera 18-23
Risk Analysis

4.4. Primavera Risk Tutorial - 3. Running risk analysis 23-25


4.5. Primavera Risk Tutorial - 4. The risk results 25-27
4.6. Primavera Risk Tutorial - 5. Updating the results to Primavera 27-28
4.7. Primavera Risk Tutorial - 6. Viewing the results in Primavera 28-30
5. Primavera Enterprise 30

5.1. Primavera P6 - Opening a project from a Primavera P6 project database 30-32


5.2. Primavera P6 - Opening a Primavera P6 XER project file 32
5.3. Primavera - Input Mappings 32-37
5.4. Primavera P6 - Output Mappings 37-38
5.5. Primavera P6 - Grouping of activities 38
5.6. Primavera P6 - Opening multiple projects 38-39

5.7. Primavera P6 - Currencies 39-40


6. Addtional Reference 40
6.1. P6/P3/Suretrak - Primavera Risk Analysis differences 40-45
6.2. Primavera - Opening plan with unscheduled changes 45-46
6.3. PDF Documentation and Printing Help 46-47

1 Primavera P6 - Opening Primavera P6 Projects


Primavera Risk Analysis for Primavera Project Manager | 2

1.1 Overview
Primavera Risk Analysis can read in project data from a P3 project file, XER files, a P6 EPPM database and
a P6 Professional database. It is also possible to connect via Web Services ('Using Web Services to
connect' in the on-line documentation) using v8.0 and 8.1.
The primary purpose of this interface is to enable Primavera P6 users to risk analyze their projects using
Primavera Risk Analysis's risk tools.

1.2 Opening Primavera P6 Projects


Primavera Risk Analysis can read Primavera P6 projects using the following methods:

Direct connection to Primavera P6 Project Database


A direct connection to your Primavera P6 Project Database can be set up with the Primavera
Connection Wizard (Section 2.1).
Primavera Risk Analysis will then allow users to log onto the Primavera P6 Project Database giving
them access to their Primavera P6 projects.
See Opening a Primavera project from database (Section 5.1)

XER files
XER files can be created from the Primavera P6 desktop client using the File | Export command.
Having created an XER file it can be read directly by Primavera Risk Analysis using the File |
Primavera | Open Primavera XER file.
There is no need to have any Primavera P6 software installed. You can open a .xer file that has been
sent to you.
Disadvantages of XER compared with the "Direct connection" shown above
- Always imports project resources individually as there is no option to import as only costs
summarized as Labor, Non-Labor, Material and Expense.
- Cannot be used to update the Primavera P6 database.
See Opening a Primavera XER project file (Section 5.2)

Reading P3 files (.P3 or .PRX)


Use this method when reading files created in the P3 format.
.PRX files are simply compressed .P3 and need to be extracted before they can be read by
Primavera Risk Analysis.
See Opening Primavera P3 files ('P3 - Opening and Updating Primavera P3 files' in the on-
line documentation)

MPP files
Primavera P6 can create MPP files. This format is not recommended as it is designed to support
projects created and saved in MS Project. The format is limited in the way that Primavera P6 can store
data.

2 Setting up a connection to Primavera project database

2.1 Primavera P6 - Primavera Connection Wizard

The Primavera Connection Wizard will help you set up the connection between Primavera Risk Analysis
and a Primavera P6 project database.

Security
All Primavera Risk Analysis connections to a Primavera P6 project database use Primavera's security. This
allows users to login with their Primavera user name and password giving the user access to only the
projects they have permission to view.
Primavera Risk Analysis for Primavera Project Manager | 3

If this is the first time you are connecting to a Primavera P6 Database using the API or you receive an
error while trying to connect using the API, please perform the steps detailed in Opening Primavera
Risk Analysis From Primavera P6 Professional (on-line documentation).
This will perform the necessary API connection steps for integration between Primavera P6 and
Primavera Risk Analysis.
Oracle recommends using a Secured Socket Layer (SSL) connection where available.

Using Connection Wizard to connect to Primavera P6 EPPM database


1. Use File | Close to close any open plans.
2. File | Primavera | Connection Wizard.
3. Select the version of Primavera P6 you are working with.
4. Complete the Connection Wizard (see below for connection options).

P6 v6 (API) and P6 v7 (API)


There are two methods of connecting to the P6 v6 (API) and P6 v7 (API) project database:
1. Native connection (Section 2.2) (recommended)
2. Using the Primavera Integration API to connect (Section 2.3)
Primavera Risk Analysis for Primavera Project Manager | 4

Auto Synchronize Primavera User Fields


The user defined fields in Primavera P6 can be used to store project risk data. When you log onto a
Primavera P6 database Primavera Risk Analysis will automatically search for any new user defined fields
that may have been added since the last time Primavera Risk Analysis connected. Turn this option off if
you do not wish Primavera Risk Analysis to check for new fields each time a user logs onto a Primavera P6
database.
If this option is off and no user fields have been previously synchronized, then a message box asking if
you wish to synchronize user fields is displayed.

P6 EPPM database R8 and R8.1 or higher (Web Services)


To connect to these versions you will need to have Web Services ('Using Web Services to connect' in
the on-line documentation) installed.

P6 Professional database R8.1 or higher (API)


The API used to connect to P6 Professional R8.1 or higher is installed with the P6 Professional product.
To connect to this version select P6 Professional database R8.1 or higher (API) and then enter your valid
JRE path.
Primavera Risk Analysis for Primavera Project Manager | 5

Additional Database Connection settings

Batch Size: For API and Native connections. This option does not normally need to be adjusted.
Primavera recommend a batch size of 1024 for Primavera v6.0 and v7.0.
Connection Timeout: For API and Native connections. Increase this value if you are experiencing
"Server Busy" messages during the import. Primavera P6 reports the server as being busy if this timeout
setting is exceeded during an import, e.g. the network connection is slow, the project contains a lot of
data.
Always display import log: A log of the import will always be displayed even if there are no errors.
Use these connection settings for all Primavera Risk Analysis users: This will populate the
PrimaveraRiskAnalysis.ini file in the Primavera Risk Analysis installation folder with the Primavera
connection settings. Primavera Risk Analysis will always use these settings when they are available rather
than the user's own registry settings.

2.2 Primavera P6 - Using Native connection with Primavera P6 v6.x and v7.x
Primavera Risk Analysis for Primavera Project Manager | 6

Primavera Risk Analysis can connect securely to a Primavera v6.x and v7.x project database without the
installation of any other components.

Requirements
- Primavera 6.x or 7.x installed using Oracle or SQL / MSDE installation.

Setting up Native Connection


1. Install Primavera 6.x or 7.x if not installed.
2. Install Primavera Risk Analysis software.
3. Run Primavera.
4. Open any Primavera P6 project.
In Primavera P6 run the menu command: Tools | Primavera Risk Analysis.
This command will be grayed out if there is no project open.

Running this command creates a connection file (BREBootStrap.XML) that allows Primavera Risk
Analysis to connect to the Primavera P6 project database. The location of the BREBootStrap.xml file
created can be found using Help | Support Files | Show Application Data Folder in Primavera Risk
Analysis.

Your Primavera P6 projects can now be opened in Primavera Risk Analysis from Primavera P6 or from
within Primavera Risk Analysis.

Changing database connection


If you have Primavera P6 set up to connect to more than one database the following method can be used
to ensure Primavera Risk Analysis connects to the required database.
1. Run Primavera P6 and logon to the database you wish Primavera Risk Analysis to connect to.
2. Open any project.
3. Tools | Primavera Risk Analysis. Running this command will set up a connection to the current
database and Primavera Risk Analysis will then use this.

Some Trouble shooting ideas for the native database connection


1. Check that the BREBootstrap.xml file exists in the application data folder displayed. Use Help |
Support Files | Show Application Data Folder. If no file exists trying running the steps under "Setting
up Native Connection".
2. Install and check that the Primavera "Claim Digger" application runs - this application uses the same
connection method. If Claim Digger does not work then re-installing the Primavera P6 client can
sometimes fix the Primavera Risk Analysis connection problem.
3. Sometimes the "BREBootstrap.xml" file created by Primavera P6 during the steps under "Setting up
Native Connection" does not provide a valid connection. Rename the existing "BREBootstrap.xml" file
and copy in the "BREBootstrap.xml" located under the default folder "C:\Program Files\Common
Files\Primavera Common\Java". Retest the connection. This file may not be here if Claim Digger has
not been installed.

2.3 Primavera - Using the Primavera Integration API to connect

The Primavera Integration API contains components that allow Primavera Risk Analysis to access your
Primavera P6 project database.
The API method can be used when connecting to the following Primavera applications:
 P6 v6
 P6 v7
 P6 Professional database R8.1 or higher

Requirements
- Primavera P6 installed using Oracle or SQL / MSDE installation. The Interbase installation is not
Primavera Risk Analysis for Primavera Project Manager | 7

supported.
- Primavera Integration API installed.

Step 1 - Install the Primavera Integration API


The Primavera Integration API should be installed. It is shipped with Primavera P6 software on the
Primavera Integration API CD.
The Primavera Integration API can be installed on a server or locally on your PC.
If you need assistance installing the Primavera Integration API your Administrator or Primavera
representative should be able to assist you.

Step 2 - Set up Primavera Risk Analysis to use API


IMPORTANT It is essential that Primavera Integration API is correctly installed and operational.
1. Check the Primavera Integration API is able to connect and read projects from your Primavera P6
database using one of the Demo installed with the Primavera Integration API. If this is not
successful then it is likely Primavera Risk Analysis will not be able to connect and you will need to
contact your administrator or Primavera representative for help on installing and connecting the
Primavera Integration API.
2. Run the Primavera Risk Analysis software.
3. Use File | Close to close any open plans.
4. File | Primavera | Connection Wizard.
5. Step through wizard and select P6 v6 (API), P6 v7 (API) or P6 Professional database R8.1 or
higher (API)
6. Click Next >
7. Choose the Primavera Integration API option.
8. If you need to use the Remote please see details below for additional settings.
9. Browse and find the Primavera Integration API location.
10. Browse and find the Java JRE location.
The folder you need to browse and select should contain the following additional folders and file:
...\bin\client\jvm.dll
For example: "\Program Files\Primavera\Claim Digger\_jvm" or "\Program Files\Java\j2re1.4.2"
11. Complete the Wizard. You should now be able to connect to the Primavera P6 project database:
File | Primavera | Open Primavera P6 Project

ADVANCED - Remote connection


Server:
Enter the name or IP address of the Java Application Server.
RMI-port:
Enter the port number where the Primavera API RMI (Remote Method Invocation) service is running
(e.g. 9099).
Mode:
This implements one of the Java API modes used to transmit data to and from the Primavera P6
database. Primavera Risk Analysis tells the Java API which mode is required and the Java API
implements it. Choose one of the following modes:
Standard - The default mode.
Compression - The data is compressed before transmitting which should mean less data is
transmitted.
Encrypted - The data is encrypted before being transmitted.
HTTP - Information is sent using HHTP tunneling, this allows the RMI service to operate across a
specified port number and is designed for use across firewalls.
HTTPS - As HTTP but the information is sent using Secure Socket Layers.
Both HTTP and HTTPS may require some additional configuration of the application server
(Tomcat or Weblogic) and must be enabled from the Primavera API Configuration Tool.
Primavera Risk Analysis for Primavera Project Manager | 8

HTTP(S) Port:
Only enabled when either HTTP or HTTPS modes are selected, this is the port number the application
server is configured to listen for HTTP or HTTPS requests.
Batch Size:
Usually does not need changing. For remote connections if the time taken to display a large EPS is
great then increasing this value to 1024 may help.
Connection Timeout (Seconds):
This option allows the amount of time Primavera Risk Analysis tries to connect to Primavera P6 to be
increased. This should only be increased if connections to the Primavera P6 database are timing out
even though the connection is correctly configured. Usually only required for large Primavera P6
database implementations.
If the connection is timing out the following "Server Busy" message is displayed:
"This action cannot be completed because the other program is busy. Choose 'Switch To' to
activate the busy program and correct the problem".

Changing database connection


Primavera Risk Analysis will display connections to the same databases as the Primavera Integration
API.

ADVANCED - Registry settings


Registry settings are created by the Connection Wizard that are then used by Primavera Risk Analysis
to connect to the Primavera P6 project database.
They are located under:
[HKEY_CURRENT_USER\Software\ORACLE\Primavera Risk Analysis\Primavera]

3 Primavera Risk Tutorial (reading XER file)

3.1 Primavera Risk Tutorial (reading an XER file)

3.1.1 Primavera Risk Tutorial using XER file


Using an XER file to risk analyze a Primavera P6 project only requires Primavera Risk Analysis and needs
no additional software installation or setup.

Tutorial contents:
This tutorial takes you through the steps of opening an example Primavera XER project and
running a risk analysis.
1. Opening the Primavera XER project in Primavera Risk Analysis
2. Running risk analysis
3. The risk results

If you are reading this is in the on-line help you may want to print out this tutorial or use the PDF
booklet installed in the Primavera Risk Analysis Documentation folder - see Printing Help Topics and
Chapters (Section 6.3)

Primavera XER Risk Tutorial - 1. Opening the Primavera XER file in Primavera
3.2
Risk Analysis

Open the XER house project in Primavera Risk Analysis


 Start up Primavera Risk Analysis.
Primavera Risk Analysis for Primavera Project Manager | 9

 Help | Open Samples...


 Find 'TutorialPrimaveraWithRiskData.xer' and click Open.
XER files can contain more than one project. This XER has only one project called "HOUSE".

 In Primavera XER Import Options dialog select Day. Ensure the One day equals setting is '8' hours -
the tutorial plan has calendars with 8 working hours per day.
 Check the Organize by the project WBS structure.
 Click OK.
 The sample XER file has risk data stored in some of the activity user defined fields. To use this risk
data set up the mappings as follows:

Figure: Mapping Primavera fields to Primavera Risk Analysis.

The XER file will only contain details of user fields that have values assigned. Primavera Risk
Analysis can only import the user fields that are in the XER file. Therefore if user fields are not
available it is likely that they do not contain any values and were therefore not exported as part of
the XER file.
 Click on the Probabilistic tab and set up as follows:
Primavera Risk Analysis for Primavera Project Manager | 10

Figure: Mapping Primavera fields to Primavera Risk Analysis.


 Click OK to import the project.
 After the Primavera P6 project is opened the Save As dialog appears. Click Save to use the default
name and location selected by Primavera Risk Analysis or change it if you wish.

If the organize by WBS option was checked during import you may need to expand the top level
activity to view the detail. Double-click on the plus sign at the far left hand of the activity row to display
all the activities:

Figure: Use task button to expand a summary task.

 Click on the Risk Inputs sheet to view the imported uncertainty.


Click on a task to align it if you cannot see the task bars on the Gantt Chart

Notes
 The Import Check sheet displays Start Check and Finish Check columns that display any differences
between the Primavera P6 and Primavera Risk Analysis schedule. Check the columns for any
differences - there may be differences of a day for milestones or zero duration activities - these will
Primavera Risk Analysis for Primavera Project Manager | 11

not affect the results.


 On the Import Check sheet the grey bars display the Start Check and Finish Check graphically. The
grey bars are the Primavera P6 schedule and the bars above them are the Primavera Risk Analysis
schedule.

Viewing risk and uncertainty inputs


 To view all the risk and uncertainty inputs for the project - Risk | Risk Summary.
 Click OK to close Risk Summary dialog.
 To view individual risk and uncertainty data - Click on a task and choose the Risk and Uncertainty tab
in the Task Details.

3.3 Primavera XER Risk Tutorial - 2. Running risk analysis

After opening the Primavera P6 project in Primavera Risk Analysis a risk analysis can be run.

Run the Risk analysis

 Risk | Run Risk Analysis or click


 Click Options... to display the Risk Analysis Options dialog.
 Change the options to those shown below:

Figure: Risk analysis options dialog


 In the Risk Analysis Options dialog click on the Percentiles... button.
 Set up the values as shown below (they may already be set up like this):
Primavera Risk Analysis for Primavera Project Manager | 12

Figure: Setting up risk percentiles to calculate the P50 and P80 dates and costs.

 Click OK to close the Task Risk Percentiles dialog.


 Click OK to close the Risk Analysis Options dialog.
 Click the Analyze button.
 A warning dialog is displayed with warnings. This tells us that the duration for '0100 - Electrics fail' is
outside the range of the distribution. This is correct as we are modeling the probabilistic activities with
a zero duration in the Primavera P6 plan. The same applies for the '0140 - Dry Rot' activity. Modeling
probabilistic activities with a zero duration ensures that their durations do not affect the project's
deterministic finish.

Figure: Warnings dialog displayed when risk analysis is run.


 Click on Step button to step through individual iterations. The step through allows you to check to see
if the analysis is proceeding as expected. In particular you can watch probabilistic activities appear
and disappear from the schedule, e.g. '0100 - Electrics fail' and '0090 - Electrics pass'. Notice as you
step through how the project cost changes and activities move on and off the critical path.

As you step through each iteration you can scroll around and format the Gantt Chart area.
 Use the Complete button to run analysis without re -drawing after each iteration.
Primavera Risk Analysis for Primavera Project Manager | 13

Using Step and Go require Primavera Risk Analysis to redraw after each iteration - this can
significantly increase the time taken to complete the risk analysis. Once you are happy that the
risk analysis is proceeding as expected, use the Complete button and it will be a lot faster.

3.4 Primavera XER Risk Tutorial - 3. The risk results

After the risk analysis has been run the Distribution Graph is displayed.
The Distribution Graph can be used to display distributions for Finish Dates, Start Dates, Durations, Total
Float, Resources or Costs for any of the tasks in the plan or for the entire plan.
The name of the selected distribution is displayed in the graph title.

The chance of completing the project on time


 Select Finish Date tab.
 On the right hand side under Highlighters read the Deterministic probability (19%)
 On right hand side read the 80% date (5 Jul)

The chance of completing a selected task on time


The distribution for an individual task can also be displayed.
 Select '0160 - Recover roof' from the task tree on the left of the Distribution Graph.
 On the right hand side under Highlighters read the Deterministic Probability (19%)
 On right hand side read the 80% date (21 May)

Return to the Gantt Chart


 Close the Distribution Graph.

Displaying risk outputs in the Gantt Chart


Outputs such as the Criticality Index and Duration Sensitivity can be displayed in the Gantt Chart.
 Click on the Risk Outputs sheet to display results in the Gantt Chart columns.
 The risk outputs can be read from the columns:

Criticality Index shows how often an activity was on the critical path during the analysis - activities
with a high criticality index are more likely to cause a delay to the project.
Duration Sensitivity shows the amount of correlation between an activities duration and the project
duration - activities with a high duration sensitivity are also more likely to cause a delay to the
project.
Cost Sensitivity shows the amount of correlation between an activities cost and the project cost -
activities with a high cost sensitivity are also more likely to increase the project cost.
Task Existed shows how often an activity existed during the analysis - this applies to probabilistic
activities.

Viewing P50 and P80 dates graphically


The P50 and P80 dates have been stored in the task user fields P50 Start, P50 Finish, P80 Start and P80
Finish.
The task user fields can be displayed using custom task bars. To save time we will retrieve some
predefined views that already have the custom task bars set up for us.

 If open, close the Distribution Graph dialog.


 View | View | Insert View.
 Check the Insert View as New Sheet check box.
 Choose 'Gantt Chart: P50 - P80 Markers'
 Click OK
Primavera Risk Analysis for Primavera Project Manager | 14

You should now be able to see the bars or markers that display the P50 and P80 risk schedule.
Use Format | Custom Task Bars to view custom task bar set up.
The Create Task Percentiles option must have been checked and set up in the Risk Analysis Options
dialog before running the risk analysis. If this option is not checked then the user dates are not
populated and therefore no bars or markers can be drawn.

Viewing Tornado Graph


The Tornado Graph can display the Duration Sensitivity, Cost Sensitivity, Criticality Index, Duration
Cruciality, and Schedule Sensitivity Index graphically. Activities with the highest Duration Sensitivity and
Cost Sensitivity are the activities most likely to cause the project to be delayed or go over budget.
Display the Tornado Graph.
 Reports | Tornado Graph
 Click on the Duration Sensitivity tab (if not already selected).

Figure: Tornado Graph displaying tasks most likely to affect the project completion

Click on the other tabs to display other metrics, for example Cost Sensitivity.

Double -click on a bar in the Tornado Graph to go to that task in the Gantt Chart.

4 Primavera Risk Tutorial (reading from project database)


Primavera Risk Analysis for Primavera Project Manager | 15

4.1 Primavera Risk Tutorial (reading from the project database)

4.1.1 Primavera Risk Tutorial (reading from the project database)


This tutorial demonstrates how Primavera Risk Analysis works with a connection to the Primavera P6
project database.
You will require a working Primavera P6 installation with the connection set up to Primavera Risk Analysis.
See Primavera Connection Wizard (Section 2.1).
If you do not have Primavera P6 installed and connected to Primavera Risk Analysis you can alternatively
follow the Primavera Risk tutorial that uses the XER file - this tutorial only needs a working Primavera
Risk Analysis installation: Primavera Risk Tutorial (reading an XER file) (Section 3.1)

Tutorial contents:
This tutorial takes you through the steps of opening an example Primavera P6 project, running
a risk analysis and updating the results to the Primavera P6 project database.
1. Importing the tutorial project into Primavera P6
2. Opening Primavera P6 project in Primavera Risk Analysis
3. Running risk analysis
4. The risk results
5. Updating the results to Primavera P6
6. Viewing the results in Primavera

If you are reading this is in the on-line help you may want to print out this tutorial or use the PDF
booklet installed in the Primavera Risk Analysis Documentation folder - see Printing Help Topics and
Chapters (Section 6.3)

4.2 Primavera Risk Tutorial - 1. Importing the example Primavera P6 project

Before you can run this tutorial you must import the Primavera P6 sample project into the Primavera P6
project database.

Import the Primavera P6 sample project


 Start up Primavera.
 File | Import | Next | Next
 At File Name browse to the file 'TutorialPrimaveraWithRiskData.xer' that is installed with Primavera
Risk Analysis and click Open.
File usually installed in folder C:\Program Files\Oracle\Primavera Risk Analysis\Samples
 Click Next.
 Click under Import To and select a suitable location for the project in the existing EPS.
 Next | Next | Finish | OK.
 Project | Activities.

Create Schedule Risk Layout


In order to make the input of schedule risk data simple in Primavera P6 we recommend creating a view.
 Add the columns in the figure below.

You can add Columns by right-clicking on a column header and choosing 'Columns...' - you will
also find the columns below under the 'User Defined' section of the Columns editor.
Primavera Risk Analysis for Primavera Project Manager | 16

Figure: Columns for the Primavera Risk Input - Schedule layout.


 View | Layout | Save Layout As…
 In Layout name: Type “Risk Input – Schedule”.
 Click Save .

Entering Schedule Risk


 You will notice that the risk data has already been entered. See below for explanation.

The Remaining Durations column will only be the same as those shown below if the Hours/Day
setting in Primavera is set to 8. This option can edited in the User Preferences dialog (Edit | User
Preferences | Time Units tab) or the Admin Preferences dialog (Admin | Admin Preferences | Time
Periods tab).

Figure: Schedule risk data entered in Primavera's user fields.

Schedule Risk Input Details


With reference to the screen shot above:
1. These are three point estimates for the activity durations. When the Likely Duration value is left
empty Primavera Risk Analysis will automatically uses the activity remaining duration. Primavera Risk
Analysis creates a triangular distribution from the 3 points.
Primavera Risk Analysis for Primavera Project Manager | 17

2. If you want to use another distribution use the Duration Function column (e.g. 'Plaster' uses a uniform
distribution). Do not enter any values into the Min, Likely and Max Duration columns.
3. After 'Test Electrics' there are two possible outcomes: 'Electrics pass' or 'Electrics fail'. We can use
Probabilistic Branching to model this. The risk input data entered '0090[80];0100[20]' tells Primavera
Risk Analysis that 20% of the time activity '0090' will occur and the other 80% of the time activity
'0100' will occur.
4. The duration uncertainty of one activity can be correlated with the duration uncertainty of another
activity. The risk input data entered in the Duration Correlation column against the activity 'Upper
brickwork' indicates that its duration uncertainty is 95% correlated to the duration uncertainty on
activity '0070' (e.g. If the first 'Lower brickwork' takes a long time it is likely that the next one will
too.)
5. We are not planning to find 'Dry Rot' in the roof but we believe there is a 10% chance of it existing.
We are using % Chance Exists to model this.
6. The duration of 'Dry Rot' has been set to zero - this prevents it from affecting the project finish date
and cost. In this case a Likely Dur must be entered otherwise a value of 0 will be used.

Create Cost Risk Layout


We will repeat the above steps and create a cost data input view.
 Add the columns in the figure below.

Figure: Columns for the Primavera Risk Input - Cost layout.

 View | Layout | Save As…


 In Layout name: Type “Risk Input – Cost”.

Entering Cost Risk


 All the data is already entered in the sample project. See number items below for explanation.
Primavera Risk Analysis for Primavera Project Manager | 18

Figure: Cost risk data entered in Primavera's user fields.

Cost Risk Input Details


With reference to the screen shot above:
1. The remaining Labor cost is being calculated from the Labor resources assigned to each activity.
When the project is opened in Primavera Risk Analysis the Labor costs can be mapped as Duration
Dependent - changes in the activity duration will then affect the cost proportionally.
2. The 'Dry Rot' and 'Electrics fail' task have zero costs as well as a zero duration.
3. This activity has an expense assigned. When the project is opened in Primavera Risk Analysis the
Expense costs can be mapped as Duration Independent - changes in the activity duration do not
affect the cost. To add uncertainty a Minimum and Maximum Expense can be entered and mapped
when the project is opened in Primavera Risk Analysis. Material resources can be assigned in a similar
way.

Primavera Risk Tutorial - 2. Opening a Primavera P6 project in Primavera Risk


4.3
Analysis

Open the Primavera HOUSE project in Primavera Risk Analysis


Now all the risk data is in the Primavera P6 project we can use Primavera Risk Analysis to open the
project and perform a risk analysis.
There are two methods of opening a Primavera P6 project in Primavera Risk Analysis:
1. Start Primavera Risk Analysis then use: File | Primavera | Open Primavera P6 Project...
or
2. Open project in Primavera P6 and then use: Tools | Primavera Risk Analysis...
Primavera Risk Analysis for Primavera Project Manager | 19

Method 1 is required for connections to P6 R8.

The steps below use the first option.

 Start Primavera Risk Analysis.

 Click on or use File | Primavera | Open Primavera P6 Project...

If you receive an error regarding an incomplete connection, open Primavera Project Management and
choose 'Primavera Risk Analysis' from the Tools menu to complete the connection. Use the settings
below to define your import mappings.
Don't forget to check the 'Use as default for new projects' check box before hitting OK!
 Log on to the Primavera P6 project database (e.g. admin, admin).
 In the EPS (Enterprise Project Structure) locate the previously imported project and select it: "HOUSE
- Primavera Risk Tutorial (with risk data)".
Primavera Risk Analysis uses the Primavera security so you will only have access to the projects you
have access to when logging directly into Primavera.

 Click OK and the Primavera Enterprise Import Settings dialog will be displayed.
 On the General tab select Day. Ensure the One day equals setting is '8' hours - the tutorial plan has
calendars with 8 working hours per day.
 Check the option Import the WBS Structure if it is not already checked.
 Click on the Tasks tab.
 Set up the mappings as shown below:
Primavera Risk Analysis for Primavera Project Manager | 20

Figure: Mapping Primavera fields to Primavera Risk Analysis.

 Click on the Probabilistic tab and set up as follows:


Primavera Risk Analysis for Primavera Project Manager | 21

Figure: Mapping Primavera fields to Primavera Risk Analysis.

 Click on the Resources and Costs tab and set up as follows:


Primavera Risk Analysis for Primavera Project Manager | 22

Figure: Mapping Primavera fields to Primavera Risk Analysis.

 Check the 'Use as default for new projects' check box.


 Click OK.
 After the Primavera P6 project is opened the Save As dialog appears. Save as the default name
selected by Primavera Risk Analysis or choose another name and location.

If the organize by WBS option was selected you may need to expand the top level activity to view the
detail. Double-click on the plus sign at the far left hand of the activity row to display all the activities:

Figure: Use task button to expand a summary task

 Click on the Risk Inputs sheet to view the imported uncertainty.

Notes
 The Import Check sheet contains Start Check and Finish Check columns that display any differences
between the Primavera P6 and Primavera Risk Analysis schedule. Check the columns for any
Primavera Risk Analysis for Primavera Project Manager | 23

differences - there maybe differences of a day for milestones or zero duration activities - these will
not affect the results.
 On the Import Check sheet the grey bars display the Start Check and Finish Check graphically. The
grey bars are the Primavera P6 schedule and the bars above them are the Primavera Risk Analysis
schedule.

Viewing risk inputs


 To view all the risk inputs for the project - Risk | Risk Summary.
 To view individual risk data - Click on a task and choose the Risk and Uncertainty tab in the Task
Details.

4.4 Primavera Risk Tutorial - 3. Running risk analysis

After opening the Primavera P6 project in Primavera Risk Analysis a risk analysis can be run.

Run the Risk analysis

 Risk | Run Risk Analysis or click


 Click Options... to display the Risk Analysis Options dialog.
 Change the options to those shown below:

Figure: Risk analysis options dialog.


 In the Risk Analysis Options dialog click on the Percentiles... button.
 Set up the values as shown below (they may already be set up like this):
Primavera Risk Analysis for Primavera Project Manager | 24

Figure: Setting up risk percentiles to calculate the P50 and P 80 dates and costs.

 Click OK to close the Task Risk Percentiles dialog.


 Click OK to close the Risk Analysis Options dialog.
 Click the Analyze button.
 A warning dialog is displayed with warnings. This tells us that the duration for '0100 - Electrics fail' is
outside the range of the distribution. This is correct as we are modeling the probabilistic activities with
a zero duration in the Primavera P6 plan. The same applies for the '0140 - Dry Rot' activity. Modeling
probabilistic activities with a zero duration ensures that their durations do not affect the project's
deterministic finish.

Figure: Warnings dialog displayed when risk analysis is run


 Click on Step button to step through individual iterations. The step through allows you to check to see
if the analysis is proceeding as expected. In particular you can watch probabilistic activities appear
and disappear from the schedule, e.g. '0100 - Electrics fail' and '0090 - Electrics pass'. Notice as you
step through how the project cost changes and activities move on and off the critical path.

As you step through each iteration you can scroll around and format the Gantt Chart area.
 Use the Complete button to run analysis without re -drawing after each iteration.
Primavera Risk Analysis for Primavera Project Manager | 25

Using Step and Go require Primavera Risk Analysis to redraw after each iteration - this can
significantly increase the time taken to complete the risk analysis. Once you are happy that the
risk analysis is proceeding as expected, use the Complete button and it will be a lot faster.

4.5 Primavera Risk Tutorial - 4. The risk results

After the risk analysis has been run the Distribution Graph is displayed.
The Distribution Graph can be used to display distributions for Finish Dates, Start Dates, Durations, Total
Float, Resources or Costs for any of the tasks in the plan or for the entire plan.
The name of the selected distribution is displayed in the graph title.

The chance of completing the project on time


 Select Finish Date tab.
 On the right hand side under Highlighters read the Deterministic probability (18%)
 On right hand side read the 80% date (5 Jul)

The chance of completing a selected task on time


The distribution for an individual task can also be displayed.
 Select '0160 - Recover roof' from the task tree on the left of the Distribution Graph.
 On the right hand side under Highlighters read the Deterministic probability (19%)
 On right hand side read the 80% date (18 May)

The chance of completing the project in budget


First we need to change back to the Entire Plan.
 Select '<Entire Plan>' from the task tree on the left of the Distribution Graph.
Now display the Cost distribution.
 Select Cost tab: Read the Deterministic Cost probability (27%)
 On right hand side read the 80% cost (88,647)

Return to the Gantt Chart


 Close the Distribution Graph.

Displaying risk outputs in the Gantt Chart


Outputs such as the Criticality Index and Duration Sensitivity can be displayed in the Gantt Chart.
 Click on the Risk Outputs sheet.

Figure: Risk results displayed in the Gantt Chart columns


Primavera Risk Analysis for Primavera Project Manager | 26

 The risk outputs can be read from the columns:

Criticality Index shows how often an activity was on the critical path during the analysis - activities
with a high criticality index are more likely to cause a delay to the project.
Duration Sensitivity shows the amount of correlation between an activities duration and the project
duration - activities with a high duration sensitivity are also more likely to cause a delay to the
project.
Cost Sensitivity shows the amount of correlation between an activities cost and the project cost -
activities with a high cost sensitivity are also more likely to increase the project cost.
Task Existed shows how often an activity existed during the analysis - this applies to probabilistic
activities.

Viewing P50 and P80 dates graphically


The P50 and P80 dates have been stored in the task user fields P50 Start, P50 Finish, P80 Start and P80
Finish.
The task user fields can be displayed using custom task bars. To save time we will retrieve some
predefined views that already have the custom task bars set up for us.

 If open, close the Distribution Graph dialog.


 View | View | Insert View.
 Check the Insert View as New Sheet check box.
 Choose 'Gantt Chart: P50 - P80 Markers'
 Click OK

You should now be able to see the bars or markers that display the P50 and P80 risk schedule.
Use Format | Custom Task Bars to view custom task bar set up.
The Create Task Percentiles option must have been checked and set up in the Risk Analysis Options
dialog before running the risk analysis. If this option is not checked then the user dates are not
populated and therefore no bars or markers can be drawn.

Viewing Tornado Graph


The Tornado Graph can display the Duration Sensitivity, Cost Sensitivity, Criticality Index, Duration
Cruciality, and Schedule Sensitivity Index graphically. Activities with the highest Duration Sensitivity and
Cost Sensitivity are the activities most likely to cause the project to be delayed or go over budget.
Display the Tornado Graph.
 Reports | Tornado Graph
 Click on the Duration Sensitivity tab (if not already selected).
Primavera Risk Analysis for Primavera Project Manager | 27

Figure: Tornado Graph displaying tasks most likely to affect the project completion.

Click on the other tabs to display other metrics, for example Cost Sensitivity.

Double -click on a bar in the Tornado Graph to go to that task in the Gantt Chart.

4.6 Primavera Risk Tutorial - 5. Updating the results to Primavera

The results of the risk analysis in Primavera Risk Analysis can be updated to the Primavera P6 project.
The Primavera user fields are used to store these results. The risk results can be updated in Primavera P6
at the Activity level and the Project level.
It is also possible to update risk inputs such as the minimum and maximum durations. This allows any
changes that were made to these values while in Primavera Risk Analysis to be updated in the
Primavera P6 project.

Update the risk results to Primavera


 Updates can sometimes partially fail if the project being updated is open in Primavera. Close the
tutorial project in Primavera P6 if it is open.

 Click on or File | Primavera | Update Primavera P6 Project...


 Set up the mappings shown below:
Primavera Risk Analysis for Primavera Project Manager | 28

Figure: Setting up the risk values for mapping into Primavera.

 Click Update Now.


 In the warning dialog choose Yes and the values from Primavera Risk Analysis will be copied into the
Primavera project user fields.
 Log on if requested (e.g. admin, admin).
 The results are updated to the Primavera P6 project.

4.7 Primavera Risk Tutorial - 6. Viewing the results in Primavera

After the risk analysis results have been updated in the Primavera P6 project they can be viewed in the
Primavera P6 project desktop client.

Creating the ‘Risk Outputs’ layout


Create a new layout called ‘Risk Outputs’ by doing the following:
 Open Primavera P6 desktop client and log in (e.g. admin, admin).
 If the project is not visible click on the Activities icon.
 Add the columns in the figure below:
Primavera Risk Analysis for Primavera Project Manager | 29

 View | Layout | Save As…


 In Layout name: Type “Risk Outputs”.

Creating the ‘Risk Outputs – Dates’ layout


Create a new layout called ‘Risk Output – Dates’ by doing the following:
 Add the columns in the figure below.

 Right click in the Gantt chart and choose “Bars…”.


 Add the two top rows shown in the figure below.
 Change the Row values to 2 and 3 so bars are not drawn on top of each other.

 View | Layout | Save As…


 In Layout name: Type “Risk Output – Dates”

The updated risk results should now be displayed. Colored bars display the P50 and P80 finish dates.

Figure: Bars under the deterministic schedule display the P50 and P80 risk schedule.

Viewing Project Level risk results


The project level columns in Primavera P6 can be used to display the project level risk analysis results
that have been updated from Primavera Risk Analysis.
Primavera Risk Analysis for Primavera Project Manager | 30

In Primavera:
 Enterprise | Projects

Retrieving a column layout


 View | Layout | Open
 Click Import button.
 Select the .plf file 'Risk - Project Level Results.plf' from the Others folder under the Primavera Risk
Analysis installation. This usually installed in folder C:\Program Files\Oracle\Primavera Risk
Analysis\Others
 Click Open
 Select All Users in the 'Available to' dropd own and click Save .
 Click Apply and then close the dialog.

Setting up columns manually


If you do not have a column layout as detailed above the columns can be set up manually.
 View | Columns | Customize.
 Add the User Defined columns below (use Edit Column button to change titles):

Figure: Primavera P6 dialog for customising project columns.


 Click OK when complete .
After manually setting up the columns or retrieving a layout the columns will display values in a similar
way to the example shown below:

Figure: Project level risk results updated to project user fields.

5 Primavera Enterprise

5.1 Primavera P6 - Opening a project from a Primavera P6 project database

Step 1 - Setting up connection to Primavera P6 database


Use the Primavera Connection Wizard (Section 2.1) to set up a connection to the Primavera P6
Primavera Risk Analysis for Primavera Project Manager | 31

database.
If a connection cannot be made to the Primavera P6 database then Primavera Risk Analysis can import a
Primavera P6 XER file.

Step 2 - Read in project


1. Create a project in Primavera P6. If you are planning to run a risk analysis you can use the Primavera
P6 user fields to store risk information such as minimum, most likely and maximum task durations.
This data will be read in by Primavera Risk Analysis and can be used in the risk analysis.
2. File | Primavera | Open Primavera P6 Project...
3. Log onto the Primavera P6 database using your user name and password.
4. Primavera Risk Analysis will connect to the Primavera P6 database and read in a list of Projects.
5. Choose whether to display projects organized by EPS or Portfolio.
6. Choose the required Project.
7. Click OK.
8. Choose to read the project in to the nearest day or nearest hour or quarter hour.
9. If you have set up risk inputs in the Primavera P6 project user fields (e.g. minimum, most likely and
maximum durations) then map these to the appropriate Primavera Risk Analysis fields.

If user fields exist in the Primavera P6 database but are not visible in the drop down list then try
synchronizing the with the database See topic Primavera - Input Mappings (Section 5.3) .
10. Primavera Risk Analysis displays a dialog that shows you what is happening as the files are read in.
Any warnings are displayed at the end.
11. After opening a Primavera P6 project Primavera Risk Analysis loads the selected workspace (default is
Primavera.wkspc). This workspace contains a sheet called Import Check that compares the start and
finish dates in the Primavera P6 project with those in the Primavera Risk Analysis schedule.

If Primavera Risk Analysis cannot locate the selected workspace the default workspace
default.wkspc in the Primavera Risk Analysis application folder is used.
If you did not schedule your project before you imported then the early start and finish dates may
not match in the columns shown in the Import Check sheet.
12. The import is then complete.

The Primavera P6 project will be organized by WBS (if selected during import). See Organizing
Tasks (on-line documentation) for details on organizing the project by Activity Code.

Opening from Primavera P6


A Primavera P6 v6 or v7 project can also be opened directly in Primavera P6 using the menu
command Tools | Risk Analysis (Primavera Risk Analysis v8).
Opening a Primavera P6 v8 project requires a connection using Web Services ('Using Web Services
to connect' in the on-line documentation) .
This menu command option is added to Primavera P6 automatically when Primavera Risk Analysis is run.
If you wish to prevent Primavera Risk Analysis adding the menu command then add an entry to the
PrimaveraRiskAnalysis.ini file as follows:
[Primavera]
AddToToolsMenu=FALSE

Step 3 - Run the risk analysis


1. If you have not mapped the risk data from the Primavera P6 project then enter the appropriate risk
data for tasks. You can use Quick Risk to quickly enter duration distributions for selected parts or all
of the project (Risk | Duration Quick Risk).
2. Run the risk analysis and create risk details such as P50 and P80 dates, Criticality Index and
Sensitivity for the project tasks.

Step 4 - Update risk analysis results in the Primavera P6 database


The results and inputs of the risk analysis can be seamlessly updated to the Primavera P6 database. For
Primavera Risk Analysis for Primavera Project Manager | 32

example Minimum, Most Likely, Maximum durations and the P90 dates or Criticality Index can be updated
to user fields in the Primavera P6 database.
1. File | Primavera | Update Primavera P6 Project...
2. Use Remove and Add buttons to change the field mappings.

You cannot edit an existing mapping, you must delete it and add a new one.
3. Click Update Now and the chosen fields are updated in the Primavera P6 Database.

5.2 Primavera P6 - Opening a Primavera P6 XER project file

Step 1 - Export project as XER


1. Open a project in Primavera.
2. In Primavera: File | Export
3. Select XER format and complete the export wizard. See Primavera P6 documentation for full details on
exporting projects using the XER format.

Step 2 - Import XER file in Primavera Risk Analysis


1. Start Primavera Risk Analysis.
2. In Primavera Risk Analysis: File | Primavera | Open Primavera XER file.
3. Locate the XER file you wish to import and click Open.
4. If risk inputs were set up in the Primavera P6 project user fields (e.g. minimum, most likely and
maximum durations) then map these to the appropriate Primavera Risk Analysis fields.

In Primavera P6 if a user defined field is created but no activities are assigned a value, then an
exported XER file will contain no reference to that user defined field. Primavera Risk Analysis can
only list user defined fields that are in the XER file. If a user defined field is not in the drop down
lists then it is likely that either the field does not exist in the database or no activities have been
assigned a value in the project when the XER file was created.
5. Primavera Risk Analysis displays a dialog that shows you the XER file being read. Any warnings are
displayed at the end.
6. After opening a Primavera P6 project Primavera Risk Analysis loads the selected workspace (default is
Primavera.wkspc). This workspace contains a sheet called Import Check that compares the start and
finish dates in the Primavera P6 project with those in the Primavera Risk Analysis schedule.

If Primavera Risk Analysis cannot locate the selected workspace the default workspace
default.wkspc in the Primavera Risk Analysis application folder is used.

If you did not schedule your project before you imported then the early start and finish dates may
not match in the columns shown in the Import Check sheet.
7. The import is then complete.

The Primavera P6 project will be organized by WBS (if the option was selected during import). See
Organizing Tasks (on-line documentation) for details on organizing the project by Activity
Code.

Step 3 - Run the risk analysis


1. If you have not mapped the risk data from the Primavera P6 project then enter the appropriate risk
data for tasks. You can use Quick Risk to quickly enter duration distributions for selected parts or all
of the project (Risk | Duration Quick Risk).
2. Run the risk analysis and create risk details such as P50 and P80 dates, Criticality Index and
Sensitivity for the project tasks.

5.3 Primavera - Input Mappings

The user fields in the Primavera P6 database can be used to store risk inputs such as minimum, most
likely and maximum durations. These can be mapped to Primavera Risk Analysis when the Primavera P6
project is opened.
The suggested risk input mappings are shown below.
Primavera Risk Analysis for Primavera Project Manager | 33

Setting up default import mappings


The default mappings can be set-up when a project is imported by selecting the Use as a default for new
projects option.
This will set up the default mappings for the database that was logged onto.
Alternatively by using the File | Primavera | Edit Default Import Mappings (All open plans must be closed
using File | Close before this menu command can be accessed).

Figure: Primavera P6 default import settings dialog.

Synchronize Primavera P6 Data


Use this button to update Primavera Risk Analysis with any new user fields or activity codes that have
been added to the Primavera P6 database.

Tasks tab
Primavera Risk Analysis for Primavera Project Manager | 34

Figure: Mapping fields from Primavera.

Duration Distribution
If the Create Distribution option is checked then a triangular distribution is created using the selected
Primavera P6 fields.
If the Minimum and Maximum values are zero then no distribution is created.
If an invalid distribution is created (e.g. the minimum is greater than the maximum) a warning is
displayed when the risk analysis is run in Primavera Risk Analysis.

Alternative duration distribution


Use this option to create a duration distribution using a function. For example entering: Uniform
(20;30) would create a uniform distribution with a minimum of 20 and a maximum of 30.
Abbreviations can be used for the distributions e.g. u = uniform, t = triangle.

Duration Correlation
Duration distributions can be correlated. Use this mapping to correlate duration distributions. For
example entering: 0070[95] against an activity would correlate its duration distribution by 95% with
the duration distribution of activity "0070".
Assign the same activity ID to correlate more than one distribution.
Primavera Risk Analysis for Primavera Project Manager | 35

Probabilistic tab

Figure: Mapping fields from Primavera.

Probability an activity will occur


Use this option to map a value to the Task Existence probability. The value is a percentage and should
be between 0.01 and 100.

Probabilistic Branching
Use the option to define probabilistic branches.
To define a probabilistic branch use the following format:
0090[80];0100[20]
During the risk analysis the above example will branch to Activity "0090" 80% of the time and to "
0100" 20% of the time. This branching detail must be assigned to the activity that has the branching
activities as successors.

Resources and Costs tab


Primavera Risk Analysis for Primavera Project Manager | 36

Figure: Mapping fields from Primavera.

Do not import any Primavera P6 resources or costs


No resources or costs will be imported from the Primavera P6 project.

Import Roles, Resources, Assignments and Activity Expense Costs


This option will import all project resources and assignments. All resource assignments will be
duration independent. In addition expenses and materials will also be imported and assigned as a
resource.

Import Activity Costs summarized as Labor, Non-Labor, Materials and Expenses as below:
The remaining Labor, Non-Labor, Material and Expense costs will be assigned to each activity.
These assignments are made using resources in Primavera Risk Analysis.
The costs can be either duration dependent or duration independent (see below).

Duration Dependent
Selected costs vary proportionally with activity duration. Labor and Non Labor Costs are usually
Duration Dependent, i.e. the longer it takes to complete an activity the more it will people (Labor)
and equipment (Non Labor) are required . If an activity has a duration uncertainty then any
duration dependent component of the activity cost will also have uncertainty.
Primavera Risk Analysis for Primavera Project Manager | 37

Duration Independent
Selected costs are independent of the activity duration. Variations in the activity duration do not
affect the activity cost. Material and Expenses are usually Duration Independent, e.g. the number
of bricks required is a fixed quantity independent of the activity duration.
Using both duration dependent and duration independent costs on a single activity can be useful as
some activity costs are related to the duration (e.g. labor) and some are not (e.g. materials)

Create distribution check boxes


This allows a triangular distribution to be assigned to an activity cost. This option is generally used for
Duration Independent costs, for example uncertainty can be added to the expense cost of an activity.
If Create Distribution is selected for a Duration Dependent cost then the cost of an activity is
calculated from the uncertainty in the daily cost plus the uncertainty in the duration.

Create alternative distributions from a function in field


Use this option to create a resource distribution using a distribution function.
To create a distribution it is necessary to define the resource and the distribution to be used.
For example LAB[u(1;2)] would assign the resource LAB with a uniform distribution.
Abbreviations can be used for the distributions e.g. u = uniform, t = triangle.

Activity Codes tab


Use this tab to select the Primavera P6 activity codes that are imported.

Activity Codes tab


Use this tab to select the Primavera P6 user defined fields that are imported.

5.4 Primavera P6 - Output Mappings

After a risk analysis has been performed in Primavera Risk Analysis the results can be updated to
Primavera. The fields that are used in the default Primavera P6 and Primavera Risk Analysis risk
output columns are detailed below (divided into Project and Activity level).
It is recommended that new user fields are set up for the purpose of storing the risk input and output
data.

Suggested Activity fields for Risk Inputs

Primavera Risk
New user field in Primavera P6
Analysis field
Minimum Duration <-- Risk Input - Minimum Duration
Likely Duration <-- Risk Input - Likely Duration
Maximum Duration <-- Risk Input - Maximum Duration
Duration Function <-- Risk Input - Duration Function
Duration Correlation <-- Risk Input - Duration Correlation
Probabilistic Branch <-- Risk Input - Probabilistic Branch
Task Existence <-- Risk Input - Task Existence
Resource Functions <-- Risk Input - Resource Functions
Set up in import mapping and a distribution is created <-- Risk Input - Minimum Expense
Set up in import mapping and a distribution is created <-- Risk Input - Likely Expense

Set up in import mapping and a distribution is created <-- Risk Input - Maximum Expense
Primavera Risk Analysis for Primavera Project Manager | 38

This can be replicated for Labor, NonLabor and Materials

Suggested Activity fields for Risk Outputs


Primavera Risk
New user field in Primavera P6
Analysis field
P80 Start date --> Risk - P80 Start Date
P80 Finish date --> Risk - P80 Finish Date
P50 Start date --> Risk - P50 Start Date
P50 Finish date --> Risk - P50 Finish Date
Risk Mean Start date --> Risk - Mean Start Date
Risk Mean Finish date --> Risk - Mean Finish Date
Criticality Index --> Risk - Criticality Index
Duration Sensitivity --> Risk - Duration Sensitivity
Duration Cruciality --> Risk - Duration Cruciality
Cost Sensitivity --> Risk - Cost Sensitivity

Suggested Project fields for Risk Outputs


Primavera Risk
Mapped to project field in Primavera P6
Analysis risk result
Selected percentile for User Cost 14 and
-->
project cost Project Project User Cost 15
Selected percentile for User End Date 1 and
-->
project finish Project Project User End Date 2
Chance of meeting Project
--> Project User Number 10
finish date
Chance of meeting latest
--> Project User Number 9
baseline date in Project
Chance of meeting Project
--> Project User Number 8
cost
Chance of meeting Project
--> Project User Number 7
budget cost

5.5 Primavera P6 - Grouping of activities

Grouping by WBS
During the Primavera P6 import the option to Import the WBS Structure can be selected. Primavera Risk
Analysis will then structure the imported project using the WBS.

Grouping by Activity Codes


During the Primavera P6 import Activity Codes and User Defined Fields can be selected and imported into
Primavera Risk Analysis.
The project can then be organized by any of the imported Activity Codes or Task User Fields see
Organizing Tasks (on-line documentation).

5.6 Primavera P6 - Opening multiple projects

When opening a project in Primavera Risk Analysis from the Enterprise Project Structure (EPS) you can
select to open more than one project. Primavera Risk Analysis then builds a project that contains all of
the projects and includes any links between these projects. When opening an XER file that contains
multiple projects either an individual project or all the projects can be imported.

Different Data Dates


It is recommended that before opening more than one Primavera P6 project in Primavera Risk Analysis
the project Data Dates are aligned for each project in Primavera.
Primavera Risk Analysis for Primavera Project Manager | 39

If multiple projects with different Data Dates are opened in Primavera Risk Analysis then the latest Data
Date is always used and there are two options displayed during the import:
1. Assume no progress on projects with earlier data dates and schedule all in complete activities to
start after the latest Data Date.
2. Assume the projects with earlier data dates have progressed according to plan up to the latest
Data Date.

These options are automatically displayed when the Primavera P6 project is opened in Primavera Risk
Analysis as shown below.

Links between projects


If a single Primavera P6 project with links to other projects is opened in Primavera Risk Analysis a
warning is displayed for each link during the import. The links are then ignored.
If the projects that have a link between them are both opened in Primavera Risk Analysis then the link is
created.
To ignore links to other projects in Primavera P6 use Tools | Schedule | Advanced button | Ignore
relationships to and from other projects.

5.7 Primavera P6 - Currencies

Primavera Base and Viewing Currency


Primavera Risk Analysis always reads in the activity remaining costs in the Base Currency as set up in
Primavera P6 under Admin | Currencies.
The Viewing Currency in Primavera P6 (as set up in under Edit | User Preferences | Currency ) is
ignored by Primavera Risk Analysis.
When the Base Currency in Primavera P6 is different from the Viewing Currency the values are always
stored in the Primavera P6 database as the Base Currency. For example if the Base Currency is US
Primavera Risk Analysis for Primavera Project Manager | 40

dollars and the Viewing Currency is GB Pounds with an exchange rate of 1.5, then a value of $1000
displayed on the screen is converted by Primavera P6 and stored in the Primavera P6 database as a
value of $1500.
When the Primavera P6 project was opened in Primavera Risk Analysis the value of 1500 would be
used.
Therefore if you enter minimum and maximum activity costs in Primavera P6 they must be in the base
currency.
The reason it is necessary to enter values in the base currency is because the values are entered into
the user defined fields and Primavera P6 does not know that they are in fact a currency value that
requires converting.

Currency Symbol displayed in Primavera Risk Analysis.


After a Primavera P6 project is opened in Primavera Risk Analysis the default Primavera Risk Analysis
currency symbol is displayed. To change the currency symbol use Plan | Plan Options dialog and
choose the Currency tab.
If you wish to always use the same currency symbol then use the Use as default for all new plans
after entering the required symbol.

6 Addtional Reference

6.1 P6/P3/Suretrak - Primavera Risk Analysis differences

After importing a Primavera P6 schedule any differences between the Primavera Risk Analysis and
Primavera P6 schedule dates can be examined using the Start Check and Finish Check columns
located on the Import Check sheet.
Differences can occur if the project is not scheduled in Primavera P6 before importing into Primavera
Risk Analysis - Opening an unscheduled plan (Section 6.2)

6.1.1 Activities

Zero duration activities


Zero duration activities may show a difference on the finish date. This occurs because zero
duration tasks in Primavera Risk Analysis report the finish date as one day before the start
whereas zero duration tasks in Primavera P6 report the finish and start as the same date.

Level of Effort activity


These tasks are imported as hammocks in Primavera Risk Analysis.

P3 hammocks
Hammocks in P3 are imported into Primavera Risk Analysis. P3 ignores any FS links to and
from hammocks, whereas Primavera Risk Analysis schedules the hammock to stretch to the
start or finish of the task the hammock is linked to or from with the FS link.

P5, P6 WBS Summary Activity


Primavera Risk Analysis’ equivalent activity type to the Primavera P6 WBS summary activity is
a Primavera Risk Analysis Summary task. Any resource assignments on WBS Summary
activities are transferred to summary tasks in the following ways depending on which option is
selected during the import:
1. Organize by WBS selected: Primavera Risk Analysis will create a summary task structure to
represent the Primavera P6 WBS. The resources on Primavera P6 WBS summary activities are
transferred to the relevant summary task. In this case the WBS activity ID will not appear in
the Primavera Risk Analysis task list because the summary activity will use an ID based on the
Primavera P6 WBS structure.
2. Do NOT organize by WBS: Primavera Risk Analysis will create a summary task for each
Primavera P6 WBS activity and assign the resources directly to it. Tasks that are in the same
WBS in Primavera P6 will be demoted under the summary task in Primavera Risk Analysis. In
this case the WBS activity ID will appear in the Primavera Risk Analysis task list.
Links to Primavera P6 WBS Summary activities are not imported as they are ignored and not
used in Primavera P6.
Primavera Risk Analysis for Primavera Project Manager | 41

Unsupported Activity Types


Primavera Risk Analysis imports but does not fully support the following Primavera P6 activity
types:
 Meeting activities
 Start and Finish flags
 Independent activities
 Topics (Suretrak files only)
 WBS activities not supported for P3 import.
Start and Finish flags are imported as milestones. All other unsupported activities are imported into
Primavera Risk Analysis as normal tasks.

6.1.2 Activity ID's


Spaces at the start of an activity ID are removed when imported into Primavera Risk Analysis.
Spaces cannot be used at start of name to distinguish between activities. For example " 10" and "10"
would be ok in Primavera P6 but would be treated as "10" and "10" by Primavera Risk Analysis.

6.1.3 Primavera P6 - Minutes, Hours and Days


When opening a Primavera P6 project you have a choice of importing to the nearest day, hour or quarter
hour as defined by the Planning Unit. If durations or calendar nonworking / working time are entered
more precisely in Primavera P6 then Primavera Risk Analysis will round to the nearest day, hour or
quarter hour depending on the Planning Unit selected during the import.
If any of the Primavera P6 durations have to be rounded during import a message box is displayed asking
if you wish to view the log file that details the differences. E.g.
Loading tasks
WARNING: A0010 Duration changed from 78.63 days to 79.00 days
WARNING: A0020 Duration changed from 203.50 days to 204.00 days
WARNING: A0030 Duration changed from 334.50 days to 335.00 days
Primavera P6

6.1.4 - Hours per day


In Primavera P6 the hours per day setting is used to convert durations in minutes to durations in days.
When Primavera Risk Analysis connects to the Primavera P6 database the user selects Day as the
Planning Unit it is necessary to choose a suitable hours per day value as this is used to convert the
Primavera P6 durations and nonworking time stored in minutes to durations and nonworking time in days.
When opening XER files the "hours per day" setting is not recorded in the XER file. The hours per day is
set to 8 as the default and can be changed during the XER import.

6.1.5 Calendars

Make nearest workday a holiday


Primavera Risk Analysis does not support the option to make the nearest workday a holiday.

Repeating Holidays
Primavera Risk Analysis supports repeating holidays.

Working time that finishes the next day


If you have a non-working period in P3 that starts at say 07:00 and ends at 02:59 (i.e. the
next day ) Primavera Risk Analysis interprets this as non-working from 07:00 to 23:59 but
does NOT make the next 3 hours of the next day non-working.

6.1.6 Links
The three main link types (finish to start, start to start, finish to finish) are supported. Lags (positive and
negative) are supported by Primavera Risk Analysis. Primavera Risk Analysis also reads in Start to finish
links but it is recommended that the Start to Finish link type is not used as there can be schedule
differences between Primavera Risk Analysis and Primavera P6.
After opening a Primavera P6 project in Primavera Risk Analysis you can use the Reports | Schedule
Check Report... to identify any Start to Finish links.
Primavera Risk Analysis for Primavera Project Manager | 42

6.1.7 Lags on links


Positive and negative lags are supported by Primavera Risk Analysis. The calendars used by lags are
detailed below.

Calendars used on lags


During an import the calendars used on lag durations are set up by Primavera Risk Analysis
automatically to match those used by P3 (i.e. the preceding task calendar for all link types) and
Primavera P6 (i.e. the calendar set up in the Primavera P6 schedule options). To change the calendar
used by Primavera Risk Analysis on lag durations use Plan | Plan Options | Scheduling tab.

6.1.8 Resources and Costs

Resource and cost import


Primavera P6: XER import always imports all individual resource assignments, roles and expenses.
Primavera P6: API import can import none, all or just the cost of the resources split into Labor, Non-
Labor, Materials and Expenses.

Varying resource Price / Unit over time


Primavera Risk Analysis only imports one Price / Unit value for each resource.
Primavera P6: When a resource with a varying Price / Unit is imported into Primavera Risk Analysis
the Price / Unit with the latest date is used.
Primavera P6 XER: When a resource with a varying Price / Unit is imported into Primavera Risk
Analysis the Price / Unit with the maximum value is used.

6.1.9 Primavera P6 - Scheduling Options


Primavera Risk Analysis has some but not all of the Primavera P6 scheduling options.
Primavera P6 scheduling options can be viewed and set in Primavera P6 using - Tools | Schedule |
Options | Advanced button.

Ignore relationships to and from other projects


Primavera Risk Analysis does not read in this option.
If a single Primavera P6 project is opened in Primavera Risk Analysis you will receive a warning of any
links to other projects. A constraint will be applied to simulate the effect of the missing link.
If the projects that have a link between them are both opened in Primavera Risk Analysis the link is
created.
See Opening multiple projects (Primavera P6) (Section 5.6)

Make open-ended activities critical


See notes on P3 scheduling options below.

Use Expected Finish Dates


Primavera Risk Analysis does not read in this option. Does not affect schedule.

Schedule automatically when a change affects dates


Primavera Risk Analysis does not read in this option. Primavera Risk Analysis default is to schedule
automatically.
It is recommended that before a Primavera P6 project is opened in Primavera Risk Analysis it is
scheduled. If a project is opened that has not been scheduled then the start and finish check columns
will not be reliable.

Level resources during scheduling


Primavera Risk Analysis does not read in this option. To resource level a schedule in Primavera Risk
Analysis use Plan | Level Resources. To resource level after each risk iteration: Risk | Risk Analysis
Options | Analysis | Resource level after each iteration.
This requires that the project in Primavera Risk Analysis contains resources with limited supplies.

Recalculate assignment costs after scheduling


Primavera Risk Analysis does not read this option. Primavera Risk Analysis always recalculates
resource assignments.
Primavera Risk Analysis for Primavera Project Manager | 43

When scheduling progressed activities use:


Retained Logic / Progress Override / Actual Dates
Primavera Risk Analysis supports Progress override and Retained logic. The Actual Dates option is not
supported.

Calculate start-to-start lag from: Actual start, Early start


Primavera Risk Analysis supports and reads in this option. This only affects tasks that are scheduled
out of sequence when using retained logic.

Define critical activities as


Total Float less than or equal to X days - Primavera Risk Analysis supports this option but it is not
read in from Primavera P6 and defaults to 0. To change in Primavera Risk Analysis: Plan | Plan
Options... | Scheduling
Longest Path - Primavera Risk Analysis supports this option but it is not read in from Primavera P6.
To change in Primavera Risk Analysis: Plan | Plan Options... | Scheduling
Compute Total Float as - Primavera Risk Analysis always calculates the Total Finish Float as the
smallest of Total Start Float and Total Finish float.
Calendar for scheduling Relationship Lag - Primavera Risk Analysis reads this option and sets it in
the Plan | Plan Options... | Scheduling.

6.1.10 Primavera P3 - Scheduling Options

6.1.11
Figure: P3 scheduling option dialog.

Automatic Scheduling and Leveling


Primavera Risk Analysis Project Risk default is to schedule automatically and to only level on request.

When scheduling activities apply: Retained logic, Progress override


Primavera Risk Analysis supports Progress override and Retained logic. Primavera Risk Analysis reads
in this option for P3.

Calculate start-to-start lag from: Actual start, Early start


Primavera Risk Analysis supports and reads in this option. This only affects tasks that are scheduled
out of sequence when using retained logic.
Primavera Risk Analysis for Primavera Project Manager | 44

Schedule durations: Contiguous, Interruptible


Primavera Risk Analysis models both of these options and automatically changes its scheduling
options depending on the method selected in the P3 project.
Primavera Risk Analysis models the P3 Interruptible option with the Can Stretch scheduling option:
Plan | Plan Options... | Scheduling tab.
Primavera Risk Analysis Project Risk models P3 Contiguous option with the Never Stretch: Plan | Plan
Options... | Scheduling tab.
Primavera Risk Analysis supports a third option Stretch only if start of task has a successor. If a task
has a successor linked start-to-start and the successor would be delayed if the task was not stretched
(i.e. contiguous) then the task is stretched (i.e. interruptible). This option is never selected
automatically when importing a P3 project.

Show open ends as: Critical, Noncritical


Primavera Risk Analysis does not automatically support this option. To simulate this option open
Primavera P6 project in Primavera Risk Analysis and set the Always Critical constraint on for any
open-ended activities.

Calculate total float as: Most critical, Start float, Finish float
In Primavera Risk Analysis the default option is to use the "Start Float" to determine whether an
activity is critical.
Additionally "Finish float" or "Longest Path" options can be used.
Option can be selected in Primavera Risk Analysis using Plan | Plan Options... | Scheduling

Constraints
It is recommended that Primavera P6 projects that are being risk analyzed have as few constraints as
possible.
Primavera P6 has more constraint types than Primavera Risk Analysis and the Primavera P6 constraints
are translated into equivalent Primavera Risk Analysis constraints as shown in the table below:

From P3 to Primavera Risk Analysis


Primary Constraints
Early constraint, Start--> Start On or After
Early constraint, Finish --> Finish On or After
Start on --> Start On
Late constraint, Start --> Start On or Before
Late constraint, Finish --> Finish On or Before
Mandatory, Start --> Must Start On
Mandatory, Finish --> Must Finish On
Expected Finish --> Not imported by Primavera Risk Analysis
Float constraint, Zero total float --> Always Critical set on
Float constraint, Zero free float --> As late as possible
If a task has an Actual Start then Primavera Risk Analysis does not delay the finish of the task
whereas P3 does.
Secondary Constraint
Primavera Risk Analysis does not read in the secondary constraint.

From Primavera P6, P7 to Primavera Risk Analysis


Primary Constraints
Start On --> Start On
Start On or Before --> Start On or Before
Start On or After --> Start On or After
Finish On --> Finish On
Finish On or Before --> Finish On or Before
Finish On or After --> Finish On or After
Primavera Risk Analysis for Primavera Project Manager | 45

As Late As Possible --> As Late As Possible


Mandatory Start --> Must Start On
Mandatory Finish --> Must Finish On
Secondary Constraint
Primavera Risk Analysis does not read in the secondary constraint.

Expected Finish Dates


P3
An Expected Finish date constraint in P3 overrides Finish to Finish links (see figure below).

Figure: In the P3 screen shot above the Expected Finish dates on tasks B and C are overriding the FF
links from their predecessor task A.

In Primavera Risk Analysis Expected Finish dates are not supported. If a P3 schedule has an
Expected Finish that has overridden the FF logic then this can cause differences between the P3 and
Primavera Risk Analysis schedules (see figure below)

Figure: Primavera Risk Analysis does not implement the Expected Finish and the FF links are driving the
finish dates of tasks B and C. They grey bars display the equivalent P3 schedule dates that are caused by
the application of an Expected Finish constraint.
As Expected Finish dates can override the logic in P3 it is recommended they are not used in P3
schedules.
Primavera P6 and P7
Primavera P6 and P7 do NOT override FF logic when Expected Finish dates have been entered. This is the
same as Primavera Risk Analysis.

6.2 Primavera - Opening plan with unscheduled changes

If a Primavera P6 plan that contains unscheduled changes is opened in Primavera Risk Analysis then the
Primavera Early and Late dates read in by Primavera Risk Analysis will be the Start and Finish dates
calculated the last time the project was scheduled.
As Primavera Risk Analysis always schedules a Primavera P6 project when it is opened, the unscheduled
project is likely to display differences in the Start Check and Finish Check columns in the Import Check
sheet that is displayed on the workspaces Primavera.wkspc and P3.wkspc.
This will not affect the results of the analysis, it will however make it difficult to spot genuine scheduling
differences between Primavera Risk Analysis and Primavera P6. It is therefore recommended that any
changes in the Primavera P6 project have been scheduled before opening in Primavera Risk Analysis.
The Primavera Early and Late dates are mapped to the Primavera Risk Analysis Imported Early Dates
and Imported Late Dates user fields.
Scheduling a project in Primavera P6 also ensures any changes that have been made to the project are
updated to the project database.
Primavera Risk Analysis for Primavera Project Manager | 46

Figure Start Check and Finish Check columns showing differences when the project was not scheduled in
Primavera P6 before importing into Primavera Risk Analysis.

To schedule a project in Primavera


 F9 | Schedule

6.3 PDF Documentation and Printing Help

PDF Documentation
Some of the on-line help (e.g. tutorials) can be found in the Documentation folder that is created when
the Primavera Risk Analysis software is installed. The documentation is saved in the Adobe PDF format.
The default installation folder for the documentation is:
C:\Program Files\Oracle\Primavera Risk Analysis\Documentation

Printing an individual help topic


After printing a help topic, Windows can sometimes freeze the help file. If this occurs, right-click
on the Primavera Risk Analysis help application icon in Windows Start menu Taskbar (usually
located at the bottom of the screen) and choose Restore.
1. Select the required topic.
2. Click on the Print button.

3. Choose Print the selected topic.

Printing a chapter of the help


After printing a chapter of the help, Windows can sometimes freeze the help file. If this occurs right-
click on the Primavera Risk Analysis help application icon in Windows Start menu Taskbar (usually
located at the bottom of the screen) and choose Restore .

1. Select the required chapter.


2. Click on the Print button
3. Choose Print the selected heading and all the subtopics.
The example below has the Risk Tutorial - Part 1 selected. Clicking on the Print button and selecting
Print the selected heading and all the subtopics will print out the whole of the 'Risk Tutorial - Part 1'.
Primavera Risk Analysis for Primavera Project Manager | 47

You might also like