Our latest version of the P6-Loader brings the ability to automate the backups out of P6 even from the Oracle P6 Cloud.
July 14, 2022
Our latest version of the P6-Loader brings the ability to automate the backups out of P6 even from the Oracle P6 Cloud.
Automation! The P6-Loader can now export files to the P6-Loader Excel and P6 XML (or both) formats on a daily and/or weekly and/or monthly frequency.
Global data automation - if automation is turned on for a given database, a full export of the database's global data is performed every day - it includes EPS, OBS, resources, roles, users, code dictionaries, UDF types, risk definitions, etc.
The list of tasks is not cleared when the P6-Loader is restarted.
P6 XML support - the P6-Loader can now export files to the P6 XML format.
Restore and administer your data more easily - with the ability to download the project and global files for a database as it was at a given point in time, recovering lost data and administering the database becomes much easier.
Resource assignment duplicate handling! It is now possible to load resource assignments even if you have duplicates in your P6 database. You can use the internal ID of the resource assignment or pick one or more UDFs to help the P6-Loader match the right one.
EPS caching of the list of projects shown during an extraction operation.
Fixes to some UI issues with the scrollbar disappearing.
We've all worked with frustrating, outdated software. It's a pain to try and get everything to work the way you want it to, and the task is usually just too important or time-sensitive to take a break from. Everyone knows where that leads - yelling, cursing, or just slouching down in your chair in defeat, bested by technology once again.
In P6, identifying which projects are using each Activity Code in a quick, consolidated, easy to use manner is challenging. Especially when you consider some clients have a LOT of baselines.
But is this is r-e-a-l-l-y information we need to be able to capture? In my experience, there are a number of scenarios where that answer is a resounding “Yes”! One common example – the Activity Codes Dictionary needs to be cleaned up.
Emerald Associates is well known in the US and Canada for our homegrown add-on tools for Primavera P6. We have assisted numerous companies in many diverse areas to get the most out of their P6 software. You may wonder how our tools can assist in the Departments of Transportation (DOT) field to get more done in P6, with less time, while still providing useful data to your stakeholders, and remaining good stewards of the public's funds. Our tools will help you do more work in less time, so that your project management group has more time to analyze and perfect their schedules.
We have all experienced at one point or another how tedious (and time consuming) setting or changing resource availability can be in the P6 resource dictionary. Particularly for an example like the one we will walk through where you are setting up or adjusting turnaround resources and the weekend rule happens to be ½ crews.
P6-Loader can ease the pain of these types of tasks.
In P6, identifying each specific project using each of the Global Calendars in a concise, fast, easy to use manner is challenging. Some may think this is not necessary very often, but in my experience, it has been quite the opposite!
Is this functionality already handled in Primavera P6, Client or Web? A very good question - let’s have a look.
When you have a large number of users in your P6 database, it is surprising how quickly that database can get “clogged up” with a lot of unwanted data. This happens even when using Sandbox databases, restricting privileges and every other trick you have thought of; long time P6 users know what I am talking about.
On every Turnaround there are Pre-Turnaround activities that do not get done prior to the actual Turnaround and need to be moved into the Turnaround phase of the schedule.
The challenge is how to record actual hours earned in the PRE phase vs the TA phase, since a large number of these activities already have earned hours associated with them. Simply moving the activities would decrease the reporting of hours in PRE and create earned hours in TA for work that was actually done in PRE.
This can be done simply and quickly with P6-Loader.
When working with a client to setup cost controls in P6, we were working with budgets, estimates, work in progress, incurred to dates etc. These required a lot of User-Defined Fields in P6 to make sure we were able to cleanly track all the values we were pulling from the disparate systems from accounting to spreadsheets.
As a contractor, we were planning to track both the costs of the project delivery and the sale to the client. This way we could also report on profit margins and markup.
A Project Code Called EPS!
Project codes in the global dictionary are an important part of an organization's enterprise data in P6. Needless to say, keeping this dictionary (as well as other global data dictionaries) clean and well-organized is an essential task for the application administrator, as well as for other admin superusers. Incorrectly named project codes and project code values result in confusion and translates into unproductive time for the users, which ultimately results in losses for the company.
A step-by-step guide on how to create new users in P6 using the P6-Loader
The P6-Loader helps streamline and accelerate many processes, one of which is creating new P6 users. The P6-Loader is a flexible and secure solution that allows users with the correct security access on their P6 profile to extract and upload nearly every data element in P6 data. Let’s have a look at how easy it makes creating new P6 users.