10429-Managing Cost_ Schedule and Scope with Unifier-Presentation_609

Managing Cost, Schedule and

Scope With Unifier

“Knowing your cost, schedule and scope will

lead to proper analysis that will influence the

time and cost outcome of the project”.

Prepared by:

Vlad Tamondong, Capital Power Corporation

vtamondong@capitalpower.com

Session ID:

10429

About Vlad

• Bachelors of Science in Civil Engineering, Philippines

• Work experience locations

• Philippines (1 yr)

• Saudi Arabia (7 yrs)

• Canada

• 25 years of project controls experiences

• Experiences :

• Field Engineer

• Planning and Scheduling

• Cost Control

• Risk Management

• Estimating

• Unifier Experience

• 3 years

April 2-6, 2017 in Las Vegas, NV USA

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Our Company : Capital Power

• Main Office is based in

Edmonton, AB

• Capital Power owns more than

3,200 megawatts of power

generation capacity at 18

facilities across North America.

• More than 700 megawatts of

owned generation capacity is in

advanced development in

Alberta and Kansas.


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Wind Turbine Generator

Collector

lines

• Over 520 yd3 concrete

• 4 tower sections

• ~168 anchor bolts

• 200-360 ft high

• 145 ft blade length

• 30%-50% capacity factor

• 5-15 mile transmission lines

• 10-15 mile collector lines

• Operation & Maintenance

(O&M) bldg.

WTG

Foundation


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Unifier – The Project Controls Tool

1. Project Scope

2. Cost Estimation

3. Planning and Scheduling

4. Earned Value Management

5. Document Management

6. Risk Management

7. Cost Management + Change

Management

• Earned Value

• Productivity

• Forecast

Puzzle on the works

Cost Actuals

Breakdown

Structure

(CBS)

Forecasts

Contractors

Schedule

Accruals

Owner

Users

Purchase

Order

Vendor

Information

Document

Tracking

NCR

DCN

/RFI

Change

Orders

Estimate

- gather, analyze, report

Unifier

Risks


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CBS Alignment

EBS Task Structure

(Financial Tool)

Unifier CBS Structure

(Project Controls Tool)

Hard Dollar CBS Structure

(Estimating Tool)


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1.0 Project Scope

• Request for Information (RFI)

• Owner Request for Information

• Design Change Notice (DCN)

• Non Conformance Report (NCR)

• Contract Pay Items

• Costs

• Quantity

• Hours

• Risk Events (probability)

• Purchase Order details

• Actual Transactions (for PO’s and Non PO’s)

• Change Management

• Reports

Simple BP

Pay App

Cost BP Generic

Change Commit

Custom Report


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2.0 Cost Estimation (Benchmarking)

Install rate calculation

Example :

Install a Wind Turbine Generator (WTG) concrete foundation.

Mhr Qty UOM CBS Commodity Key

Code Code Qty

Excavation: 377 1,887 yd3 2.30.1 300101 N

Formwork : 16 161 ft2 2.30.1 300320 N

Rebar : 251 29 tons 2.30.1 300321 N

Concrete : 574 459 yd3 2.30.1 300322 Y

Backfill : 265 1,326 yd3 2.30.1 300401 N

Install rate = 574 mhr / 459 yd3 = 1.25 mhr/yd3

Cost

Type

L

M

S

M

O

Notes:

1) Key Qty, used to generate quantity curve and

2) Calculate productivity on concrete crew(ie commodity code = 300???)

3) Cost Type, used to generate report by Cost type

4) Actual Cost by CBS Code; Incurred Cost by Commodity code

April 2-6, 2017 in Las Vegas, NV USA #C17LV 9


Cost and Change Commit BP must have:

Cost Type (L,M,S,O)


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Benchmarking

Cost and Change Commit BP must have:

- Key Quantity - Commodity Code


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3.0 Planning and Scheduling

Schedule Sheet interfaced with Primavera P6


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Costflow and Contingency Rundown

Advantages in configuring the Schedule Sheet:

1. Create Incurred Costflow in Cost Manager Cashflow to show,

• Baseline, Forecast and Actual Costs

2. Able to generate quantity (commodity based) curve,

3. Generate Contingency Rundown curve based using Cashflow by

WBS. Filter the specific contingency CBS code and use it’s early

start and early finish dates from schedule sheet. Generate a

curve formatted as reverse S-Curve


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Cost Flow Curve



4.0 Earned Value Management

• Cost Manager, Cashflow by WBS was configured to show earned

progress “S” curve showing Planned, Forecast and Actual % complete

To generate a weighted earned value progress

‣ create a BP for the CBS weightings

‣ create a Cashflow by WBS identifying the Plan, Actual and Forecast

‣ create a report to multiply them both using sql query.


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Earned Value weightings using cost sheet


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5.0 Document Management


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6.0 Risk Management

• Monte Carlo Simulation

• Tmin

• Tmax

• Impact & Probability values

• Very Low, Low

• Medium

• Very High, High


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7.0 Cost Management


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Cost Sheet Configuration


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Business Processes

1. Current Budget (Target) ; Cost type Base Commit

2. Actual / Paid ; Cost type Generic

3. Commitment ; Cost type Generic

4. Incurred/Earned ; Cost type Pay App

5. Change Management ; Cost type Change Commit

• Actuals – (Financial tool software Interface)

• Expenditure Types

• Labor

• Material

• Full Cost / Subcontract

• Other

• Project/GL Period

• Financial period manual switch

• Synchronizes Unifier and Financial tool actuals


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Business Processes

• Purchase Order

• Non Purchase Orders (NPO)

• OTL – On Time Labor (internal costs/time charges)

• Expenses – Reimbursements (Corporate/Personal Credit Cards)

• SignOff - Sign-Off invoices

• IDC - Interest During Construction

• Accruals

• ERV - Exchange Rate Variance

• Commitment – (Financial software Interface)

• Purchase Order

• Non Purchase Order (Time Charges, Sign off, expenses)

• Commit as Paid (CAP)

• Forecast = ETC + Incurred + Risk Event + Probability Factored

• ETC = Estimate to complete

• Incurred costs = costs included for contracted work done

or materials/ equipment delivered to date.


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Binary solution approach


• Incurred - (through Unifier based on Owner/Contractors input)

• Non PO (timesheets, expenses, signoff, IDC, accruals, ERV)

‣ Incurred = Actual Cost

• Purchase Order w/o Progress Certificate


• Purchase Order with Progress Certificate by contract type

• Lumpsum

‣ Incurred = (Earned % +Owner Observed %)* Current Budget

• Time & Material

‣ Incurred = (Earned % +Owner Observed %)* (Actual to date

Mhr)*(labor unit rate ) + Material cost

• Prepayment Amount


• Unit Rate

‣ Incurred = (Earned % +Owner Observed %)* (Unit Cost Rate)


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Progress Entry

Input:

• ETC Type (LS, Manual, Trending, Typical)

• Contract Type (LS, UR, T&M, Prepayment)

• Current Budget (qty, mhr)

• Actual (qty, mhr)

• Owner adjusted progress (accrual)

• Labor Factor (to recalculate revise unit rate)


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1. Work Package is populated from the Cost Sheet >Work Package

2. Within the change commit BP, we added the DE “uuu_sovlinum” field to

reference which SOV line the new cost gets added.


Lessons Learned

1. Do not limit yourself with the # of Business Processes (BP).

2. Autocreating a BP using the workflow is good but using a BP

creator is better, it gives you more option and flexibility.

• Filter data within the Line Item Detail

3. Ensure that you have a business owner SME / administrator

from “cradle to grave” during the configuration.

• SME knows the processes from the business side

4. Determine which business processes will be interfaced to

Unifier.

5. Unifier is a great tool but its really just a tool.

• Analysis on the output is still your job.

• Workflows are great but try not to over complicate it.

6. Hire a consultant.


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Please Complete Your

Session Evaluation

Evaluate this session in your COLLABORATE app.

Pull up this session and tap "Session Evaluation"

to complete the survey.

Session ID: 10429

Tips

1. Data definition source : # of decimal places

2. Migration : Workflow setup>Update Shells : Status

3. Migration : Data definitions> Basic : Pull-down menu

4. BP system record numbering will not work with

multiple PO/contracts;

5. When calculating commitment, best way is to use the

interface BP from the financial software.

6. To capture other fields within a BP, autocreate a

record holding the Data Element.

7. Add Attachment configuration; “Basic”

8. When working with the workflow design, be patient


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10429-Managing Cost_ Schedule and Scope with Unifier-Presentation_609

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