Primavera P6 EPPM Web Access has a built-in tool that produces a detailed report on the project schedule based on 14 different metrics. The Check Schedule tool allows project managers to select which metric to run in the report. The target percentages for each assessment are configurable to allow P6 users the flexibility to customize the analysis.
A detailed breakdown of the 14 metrics can be found in this article Primavera P6 EPPM Web Access Check Schedule Tool
Is the Check Schedule Tool Available in P6 Professional?
Unfortunately, the Check Schedule tool is not available in Primavera P6 Professional/Windows version of the project management software. It can only be run in the P6 EPPM Web Access version of Primavera.
Running Check Schedule in P6 EPPM Web Access
The Check Schedule tool is available in P6 EPPM Web Access versions 8 and newer. First, the project must be open before the report can be run. In the Projects tab, click on the Activities page. Click Actions to expand the dropdown, then select Check Schedule. Figure 1 shows the steps to open the Check Schedule dialog box.
Figure 1: Run Check Schedule
The Check Schedule dialog box allows the P6 user to select or uncheck each of the metrics to run in the report. Each Target Percentage can be changed to suit the project manager’s requirements in order to make better qualitative and quantitative evaluations of the project schedule. Figure 2 is the Check Schedule dialog box.
Figure 2: Check Schedule Dialog Box
Leave the items you want to include in the report check marked. Uncheck the items not needed for your analysis. The targets for each metric can be increased or decreased by either manually entering a number or by using the up and down arrows. After setting the targets, the click the Check Schedule button to run the report.
Schedule Check Report – Check Summary
The first part of the report consists of a Check Summary that has an overall result of each assessment. Figure 3 is an example of the Check Summary section of the Schedule Check Report.
The result displays the:
- Target field –The user defined goal for each check.
- Actual Field – The percentage of items found that match the check divided by the total number of items checked.
- The Actual Field for the BEI is displayed as a ratio. If the cell is green, the target is achieved. If the cell is red, then the target was missed.
- Found field – Are the number of items found that match the check criteria.
- Total field – Are the number of items that were checked when the report ran.
Figure 3: Example Check Summary
Schedule Check Report – Details
The remaining parts of the Schedule Check Report expands to show each assessment’s results in detail. Each section can be expanded to show the activities found that match the criteria. Figure 4 is an example of a portion of the report.
Figure 4: Schedule Check Report
How to print the report
The report is created in a webpage HTML format in your web browser. You will need to expand each section you want included in the report.
Once you have expanded the relevant sections, you can right-click the mouse to select Print. You can choose either print to PDF or to a printer.
Figure 5: Print as a PDF
Alternatively, you can copy/paste the report into MS Excel. In the report, expand the relevant sections then click CTRL-A on your keyboard which selects ‘all’ items. Next click CTRL-C to copy everything that was highlighted. Lastly, open Excel, select one cell, then click CTRL-V which will paste the report into the spreadsheet. Figure 6 shows what the report looks like in Excel.
Figure 6: Schedule Report in Excel
The Check Schedule tool in Primavera P6 EPPM Web Access is a useful report that can easily be produced in the program. The best practice industry guidelines help project managers, schedulers and controllers with qualitative and quantitative evaluations to monitor the health of their projects.
A detailed breakdown of the 14 metrics can be found in this article Primavera P6 EPPM Web Access Check Schedule Tool
For a full overview of our classes for project management via the P6 software, visit our Training Courses page.
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