
Explore creating and updating a progress measurement sheet (PMS) with Plan X Excel, exporting from P6 to Excel, visual formatting, calculating plan percentage, durations, and syncing back to P6.
Learn to color the work breakdown structure in Excel for a PMS file, using manual level calculation with trim and find and conditional formatting, plus Plan X automation.
Learn how to group activities under the base and substructure in a pms, using manual grouping and the plan x tool, including collapse or expand steps.
calculate duration between two dates using a network days formula, excluding weekends (Friday only) and holidays, with a holiday list to adjust; shows 18 days and 76 days examples.
Compare linear versus non-linear distribution in P6 for labor hours, showing fixed daily allocation versus curve-based front/back-loaded plans, and outline two PMS methods for linear and non-linear schedules.
Explore obtaining dynamic duration from a data date using the linear distribution method, including an Excel IF formula, start and finish dates, and network duration between start and data date.
Learn how to derive the planned schedule unit from duration and unit using a WBS-wise method, with pro-rata caveats, data filtering, and a planning tool for submission levels.
Explore nonlinear distribution in PMS using b6 and xlookup to derive planned units from p6, with data cleaning, two-dimensional lookups, and fallbacks to match and index when xlookup is unavailable.
Learn to retrieve the planned value from P6 in non-linear scenarios using index and match as an alternative to vlookup, with fixed array references, exact matches, and error handling.
Automate PMS creation using linear distribution to compute plan units, with X lookup or index, then generate PMS file from the planning tool including activity type, start, finish, and budget.
Explore the PMS progress types, including manual assessments, course page percentage, deliverable-based, milestone-based, hours, quantity, and commitment methods, and learn how to combine them for construction projects.
Unify progress units by converting work to budget, labor, or cost—and, when possible, to man hours using standard productivity rates for RC footing, tiles, shop drawings, procurement, and design.
Explain PMS columns like plan, plan cumulative, current, variance, and budget unit, and show how to calculate cumulative actuals using summation level for status.
Explore updating a PMS from Primavera P6 via Excel, including updating from zero, using actual units and lookups, and importing with vlookup to build cumulative updates for accurate progress tracking.
Learn how to update the PMS from an Excel export to P6, including exporting activity data, applying vlookup and formulas, and importing back to P6 with status mapping.
This course is designed for project managers and team members who want to improve their ability to track the progress of their projects. The course will cover the basics of creating a PMS in Excel, including how to outline the phases or stages of a project, list out the tasks that need to be completed in each phase, and decide on the metrics to use for measuring progress.
In addition to the Excel component, the course will also cover how to update the PMS from P6,
By the end of the course, students will have a solid understanding of how to create a PMS in Excel and link it with P6 and will be able to use these tools to improve their ability to track progress and make data-driven decisions.
The course will cover the following topics:
Convert the P6 data Inro Excel
Coloring & Grouping the WBS in Excel
Calculate the planned Units over time.
Using P6-resources assignment to get the Planned units.
Creating a Dynamic PMS in Excel
Manual update for the PMS
Link P6 update with the PMS
update the P6 from the PMS
Best practices for tracking progress and making data-driven decisions
This course is suitable for project managers, team members, and anyone who wants to improve their ability to track the progress of their projects. A basic understanding of Excel and Power BI is recommended, but not required.