Articles in Category: Case Studies

P6 Upgrade, Implementation and EAI Tools

Learn how client's P6 experience was improved with training, implementation, and EAI tools.

Emerald tools added enhanced functionality and efficiency

Client Overview

Client provides marine-related services to the Pacific Northwest. Within the group are three shipyards, an intermodal ferry and car float business, and also a tug and barge transportation company that serves both domestic and international markets.


  • With the implementation of an integrated PMO System, they requested assistance as to best practices in the usage of P6.

  • Needed a better scheduling and project management reporting process.

  • Needed to upgrade their Primavera P6 to a new version and clean up their database.


  • Emerald created additional databases in the hosted environment to add an archive and sandbox environment.

  • Emerald assisted with creation of a security structure to ease user access management.

  • Emerald worked with their team to address taking advantage of P6 coding, UDFs, and WBS structures for best reporting and EV results.

  • Emerald upgraded P6 and presented P6 training.

  • P6-Loader, P6-Auditor & EP-datawarehouse (now P6-Reporter) were added to the tools available to P6 users for enhanced functionality and efficiency.

P6-Loader Used to Create a P6 Schedule

Learn how Emerald helped an oil refinery prepare for a turnaround using Primavera P6

Refinery used P6-Loader to create a P6 schedule prior to a turnaround starting

Client Overview

The client is one of the largest refineries in Canada. They were using CASP as their project management solution for their turnaround (TA). They moved to P6 EPPM six months before their TA and needed to get the historical data from CASP into P6 without delay while getting the team up-to-speed on P6.


  • Previous turnarounds did not finish on time and on budget and were hard to manage.

  • They had more than 1000 work packages planned, but they were in Excel or on paper.

  • They had no schedulers familiar with P6.

  • Time was short - Emerald was put on the project only 6 months before the turnaround was starting.


  • Emerald sent two implementation specialists four months before the TA started. They set up P6 and created a resource-loaded CPM schedule.

  • Used P6-Loader to automate grabbing simple Work Order, Task, and Resource sheets from Excel to create the P6 schedule. More packages were being developed and loaded right throughout the turnaround.

  • A full critical path schedule was built, resource leveling was developed, and reporting and metrics were standardized.

  • Emerald helped run their three subsequent TAs.

  • Utilized TAPS for updating progress of the activities.

TAPS Rolled Out at Oil Refinery

Learn how TAPS helped with a successful turnaround

Refinery used TAPS to run a successful turnaround

Client Overview

Client is one of Canada's largest oil refineries and a major supplier of Canada's fuel. The complex completed a $2.9 billion upgrade project (2012) that increased operations up to 145,000 barrels per day.


  • Running large turnarounds without needing to increase staff.


  • Successfully ran a $60M turnaround.

  • Gave them more time to focus on analyzing the schedule.

  • Less licenses of Primavera were required for updating progress.

  • They didn’t require a scheduler for updating progress and were able to use a summer student instead.

From Our Customer

“We never worry about the accuracy of the updating progress in P6.”

PCM-Archiver Used Before Decommissioning Server

Learn how the PCM-Archiver was used to archive projects

Southern U.S. City Used PCM-Archiver to Archive Projects Before Decommissioning Their PCM Server

Written by Dan MacMillan

Client Overview

Client is a capital city of a southern U.S. state.


  • The project team needed to archive dozens of projects with large numbers of documents and attachments.

  • The team was not using PCM actively anymore, but they needed to get the documents and attachments into a place they could retrieve them to follow their legal obligations

  • The IT team had the PCM server on the high risk for cyberattack vulnerabilities due to the old Java version PCM needed to run on.


  • Emerald provided the PCM-Archiver and assisted in getting it setup.

  • We had some challenges with large projects crashing and hanging up, but Emerald improved the program to overcome these issues

  • All the projects have been archived, and we have decommissioned the old PCM server.

PCM-Archiver Helped Client Move Away from PCM While Keeping Information in It

PCM-Archiver extracted all records out of PCM into an archive location that doesn't need PCM or any special software to access

Client used PCM-Archiver to move away from PCM and rename attachment files

Written by Dan MacMillan

Client Overview

The client is one of seventeen US Department of Energy National Accelerator Laboratories.


  • Want to sunset Primavera Contract Management, which has been unsupported for years and has security issues, but it has information that must be kept.

  • The names of some file attachments in Primavera Contract Management included characters that are not legal in Windows file names.

  • Primavera Contract Management environment database was overloaded, causing random errors when PCM-Archiver downloaded attachments or generated PDFs.


  • PCM-Archiver extracted all record data, attachments, and PDFs of the default form into an archive location on the file system that doesn't need Primavera Contract Management, or any other special software, to access.

  • We made changes to PCM-Archiver to automatically rename attachment files with illegal characters when it downloads them.

  • PCM-Archiver already had logic to re-try operations when certain errors occurred, which we expanded to cover these new errors. This allowed the PCM-Archiver process to complete successfully.

PCM-Archiver Used for Client Moving from PCM to Unifier

PCM-Archiver Helped client archive data before they moved to Unifier.

Written by Nicole Jardin

Client Overview

Capital Health (now AHS - Alberta Health Services) used Primavera Contract Management for 15 years+ for all their capital projects documentation and contract management. When moving to Oracle Unifier, archiving thousands of legacy PCM projects was needed before decommissioning the PCM server.


  • Thousands of PCM projects with thousands of documents in them needed to be archived in a secure manner.

  • A very large set of attachments needed to be archived.

  • Project managers validation and sign-off was required per project. Some coaching was done to handle this.


  • Over 3 months, Emerald helped AHS extract the projects and work through some enhancements in the tool.

  • The client wanted an Excel sheet added to capture all fields from each document record to enhance the standard document printout so this was added to the tool.

PCM-Archiver Used to Archive Client Data

Learn how the PCM-Archiver helped client extract data out of PCM

Bank in Kuwait used PCM-Archiver to extract all record data, attachments, and PDFs from PCM

Written by Dan MacMillan

Client Overview

Client is the largest financial institution in Kuwait. Their Primavera Contract Management server needed to be taken offline, so PCM-Archiver was used to archive the data.


  • Primavera Contract Management server must be taken offline, as it's been unsupported for years and presents an unacceptable security risk, but it has information that must be kept.

  • The client has specific requirements for the naming conventions of the extracted documents.

  • Information was still being added to Primavera Contract Management while some projects were being closed out.


  • PCM-Archiver extracted all record data, attachments, and PDFs of the default form into an archive location on the filesystem that doesn't need Primavera Contract Management, or any other special software, to access.

  • PCM-Archiver has a very flexible naming engine that was configured to use the names wanted by the client.

  • An incremental mode was added to PCM-Archiver that would allow archiving new documents only to accommodate the ongoing projects.

PCM-Archiver Used to Archive Client Data in PCM

Learn how the PCM-Archiver helped client extract data out of PCM

Energy company used PCM-Archiver to extract data, attachments, and PDFs from PCM

Written by Dan MacMillan

Client Overview

Client is a subsidiary of Michigan’s largest electric and natural gas utility, serving 6.8 million of the state’s 10 million residents.


  • Want to sunset Primavera Contract Management, which has been unsupported for years and has security issues, but it has information that's crucial to keep for legal reasons.

  • Need to keep custom field data.

  • Need to know who attached files, and when, in case it's needed for future dispute resolution.


  • PCM-Archiver extracted all record data, attachments, and PDFs of the default form into an archive location on the filesystem that doesn't need Primavera Contract Management, or any other special software, to access.

  • PCM-Archiver extracted an Excel spreadsheet for each document that includes custom fields, as well as all other fields, on both the header and line item levels.

  • PCM-Archiver included a tab in the extracted spreadsheet for each document with attachments that includes information about who attached each file and when.

Large U.S. State DOT Saved Time Cleaning Files for Import

Learn how P6-Scrubber can edit P6 XERs, XMLs and MSP XMLs

P6-Scrubber used to edit and remove unwanted data prior to import

Client Overview

This State Department of Transportation is a governmental agency that constructs, maintains, and regulates the use of transportation infrastructure. It is responsible for more than 20,000 lane-miles of roadway, nearly 3,000 vehicular bridges and 524 other structures. This infrastructure includes rail lines, state highways, state ferries (considered part of the highway system) and state airports.


  • Users were in need of a faster, easier way to remove or remap data from contractor XERs and XMLs prior to importing to P6.

  • Users required a fast way to prefix or remove roles in their XERs and XMLs.

  • Microsoft Project XMLs are provided by contractors. They wanted to also have the ability to edit these files prior to importing them into their P6 database.


  • Deployed P6-Scrubber to facilitate the editing of XER and XML files.

  • Quick role prefixing or removing roles was needed, so Emerald added that option to the Simple Scrub module in P6-Scrubber.

  • MSP XML file scrubbing was added to the P6-Scrubber tool to facilitate the editing of these files.

Large Engineering Firm Uses P6-QA

Custom checks created in P6-QA helped client

Helping Client Users Self-Monitor Schedule Quality

Written by Sue Hopkins

Client Overview

Client is an employee-owned, multi-disciplined engineering, planning, architectural, and environmental services firm in the United States. With nearly 700 employees spread between more than 30 offices in 12 states, they offer a wide range of services with a focus on aviation, construction, facilities design, federal, power, transportation, survey, and water. They sit in the top 150 of the Engineering News-Record's prestigious Top 500 Design Firms list, while Zweig Group has recognized the client as a best firm to work for in the multi-discipline category for six consecutive years.


  • Needed a solution to coach their client users on scheduling best practices

  • Users required a way to monitor the quality of their schedules while creating schedules, as well as when they were in-flight

  • A specific set of quality checks were needed based on contract requirements and general quality guidelines


  • Emerald Associates built additional checks and a custom report focusing on what was of importance to their team

  • P6-QA deployed on all databases to monitor project quality using out-of-the-box functions and customized checks

  • The DOT users are able to self-monitor their schedules without constant assistance from the firm saving countless hours of consulting time

ZOHO Projects Integrated to P6-EPPM and QuickBooks

Integrations Between Zoho, P6, and QuickBooks

Projects, WBS, Tasks, and Resources Integrated with Ease

Written by Nicole Jardin

Client Overview

Consulting firm that supports large client integration projects, software development, and ongoing hosting and support needed a way to integrate ZOHO CRM, ZOHO Projects, ZOHO Desk and Primavera P6.


  • Tracking software tools development in ZOHO Projects and client tickets from ZOHO Desk to ensure all deliverables are managed and prioritized with larger client projects

  • Integrate with P6 and Team Member for timesheets that are integrated with role rates and QuickBooks for invoicing

  • Statusing tickets in ZOHO Desk and issues in ZOHO Projects and having them update P6 tasks quickly for weekly client reporting


  • Easily create projects in P6 from ZOHO Projects that land in the right EPS and have project codes critical for integrating to QuickBooks for accounting

  • Easily add in tasks and resource load the tasks to tie to roles and role rates in QuickBooks

  • Update tasks in ZOHO projects and integrate to P6 so that timesheets in Team Member can be updated and integrated into QuickBooks

  • Use TaskList Templates in ZOHO Projects to control the roles assigned in P6 for easier invoicing to clients

  • Updates for statuses and percent completes from ZOHO Projects integrated into P6

P6-QA Helped Critique Large P6 Schedule

P6-QA helped to quickly review and critique a 600 million dollar project schedule

Identified Leads, Lags, and Constraints in a P6 Schedule

Client Overview

When running a large, multi-use building project in the middle of New York City, planning and scheduling is not a nice to have. As a specialty developer, having a P6 scheduling expert is a luxury the project could not afford. So P6-QA SaaS was a great fit for a quick review and critique of the 600 million dollar project schedule.


  • Reviewing an 8,000+ activity schedule when you do not have a P6 scheduling export on the team

  • Giving critique on the critical path and the project workflow by discipline

  • Understanding the real gaps in the schedule and how to discuss the improvements needed in an intelligent manner


  • In less than 2 hours, the P6-QA tool ran and gave the open ends

  • In less than 2 hours, P6-QA helped with the explanation and write-up of the critical path

  • Identified leads, lags, and constraints and reported on them in minutes

  • The coding structure required to see the disciplines and key building areas tied to major project turnover milestones for the retail space, the hotel space, and the condominium towers was achieved with little pre-knowledge of the project

PCM-Archiver Saved Client Hours of Manual Work

Learn how the PCM-Archiver helped a client with PCM data extraction.

PCM-Archiver Extracted Project Documents from PCM in Days Rather Than Weeks

Client Overview

Client used Primavera Contract Management on several large, multi-year transportation projects with the Department of Transportation of Connecticut. Part of the contract deliverables was all the project documentation.


  • Delivering the project paperwork to the client was a contract commitment and needed to be performed

  • Extracting all the project documents from PCM would take weeks to do manually

  • Thousands of documents were in each project


  • Had to work through a few field size issues on the extracts and clashing with Windows limitations

  • Extracted thousands of documents in a few days

  • Delivered a complete zip package to the client that does not depend on any specific software

  • Created a new form in PCM to include some important information that was excluded from the existing forms.

  • Restored customer data into a PCM environment constructed specifically for archiving as the client's environment was offline and could not be recovered.

  • Modified PCM Archiver to include Letters.

PCM-Archiver Saved 7 Years of Server Maintenance

Learn how the PCM-Archiver helped client extract data out of PCM

In a few weeks, all data was moved to a shared cloud

Written by Nicole Jardin

Client Overview

Client is a large contractor that used PCM for many years. They have an old server with projects still on it that they wanted to decommission, so they reached out to get PCM-Archiver SaaS to extract these projects and put them into their cloud storage for the required 7 year financial auditing requirements.


  • Have old projects in PCM that need to stay live for 7 years for financial auditing

  • Have not used the server for a few years and cannot remember how to use it

  • Want to keep data more readily available


  • After a few technical challenges to start, we were able to archive all the projects in one day

  • Team can easily access information - no need to be a PCM Expert

  • Can put the files into the cloud common repository

  • They were able to turn off an old Windows server

Recover from P6 Data Loss with the P6-Auditor

P6-Auditor helped a large oil company recover from P6 data loss

Report on P6 Data Changes

Client Overview

Client is a Canadian integrated energy company that specializes in the production of synthetic crude from the oil sands.


  • Resources and code dictionaries were being incorrectly modified in the P6 database

  • Projects were being removed from the database

  • EPS nodes were being moved out of place

  • Uncertainty about how their licenses were being allocated across multiple databases

  • Identify users who needed training and guidance on how to properly use P6


  • Focus training on users who needed it

  • Determine active users in P6 and license distribution

  • When a deletion of activity code types occurred, company was able to recover quickly from the data loss