What if Analysis in Primavera P6 Professional

p6_what_if What if Analysis in Primavera P6 Professional

Primavera P6 Professional has a built in feature called P6 Reflection. It is a name given by Primavera P6 to do What If analysis to a Project. P6 Reflection allows a user to create changes or explore alternate scenarios to a project without affecting the original schedule. Below are some examples of scenarios to a project:

1. Add/Delete activities to the existing project and check the schedule network
2. Assign/Delete resources
3. Alter the critical path

Ok, Once user did the scenarios to a project, what Next. He/She has two options

1. Merge the changes back to the original project either complete or selective

2. Discard the changes

How to do What If analysis / P6 Reflection

1. Create a Reflection from Original Project
2. Change the Reflection Project
3. Merge the Reflection back to the Original Project

An advantage is you can create multiple reflection. 🙂  Follow the pre-requisites before start the what if  

Pre- Requisites:

1. You should need Project super user privilege to Original & Reflection Project ( when merge back)

2. The Original Project had not been checked out or opened in exclusive mode by another user

3. Access to create project within the EPS

 

Primavera P6 Professional What If Analysis: 

 

1. Log in to P6 Professional as project super user. I used admin

 

021217_2155_1 What if Analysis in Primavera P6 Professional

 

2. Go to Project tab. Select the project you want to do what if analysis. I have created a project with two activities as shown below

P6 Project Tab:

021217_2155_2 What if Analysis in Primavera P6 Professional

P6 Activity Tab:

 

021217_2155_3 What if Analysis in Primavera P6 Professional

 

3. On the Project tab, Right-click on the project and select ‘Create Reflection‘ 

 

021217_2155_4 What if Analysis in Primavera P6 Professional

 

4. A what-If Project gets created within the same EPS.

The What-If  project has the Project Name appends with ‘Reflection’, Project Id appends with incremented of  1,  Project Status to What-If and a Question Mark appears on the Project ID that tells this project is in What-IF mode

Note: Don’t change the Project Status from What-If to other. 

 

021217_2155_5 What if Analysis in Primavera P6 Professional

 

5. Open the What-If Project and modify the schedule.

  • I added two new activities
  • Changed the Original Duration in an existing activity

021217_2155_6 What if Analysis in Primavera P6 Professional

 

6. Go back to the Project tab, Right click on the What-If Project and Select ‘Merge Reflection into Source Project

 

021217_2155_7 What if Analysis in Primavera P6 Professional

 

7. This screen displays the Modified changes in the Reflection project. Select the check boxes that you want to merge back to the Original Project and Click the button Merge Changes.

 

021217_2155_8 What if Analysis in Primavera P6 Professional

Where: 

Group Changes By = Display the changes according to the selection

Create a copy of the source project as a baseline = Create a baseline in the original project before merging the reflection

Create a backup file of source project = Back up the Original project in an XER file before merging the reflection

Keep Reflection = Keep the reflection project after the reflection is merged

Delete Reflection = Delete the reflection project after the reflection is merged

Replace Reflection = Replace the Reflection with an updated reflection in the Original Project after the reflection is merge 

 

8. The below message appears on successful

 

021217_2155_9 What if Analysis in Primavera P6 Professional

9. Open the Original Project. The changes are reflected in the Activities tab

Project Tab:

021217_2155_10 What if Analysis in Primavera P6 Professional

Activities Tab:

021217_2155_11 What if Analysis in Primavera P6 Professional

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Govind

Thank you for visiting my personal blog. Myself Govindan, Software Developer by profession since 2006 and hence I started this blog early in 2016 and ever since I've been writing about technologies experienced and learnings of everyday life.

The views expressed on this blog are my personal views and do not necessarily reflect the views of my employer.

Please feeling free to reach me on any comments and feedbacks you have. Would be more than glad to listen and reply 🙂
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