Articles in Category: P6-Loader

P6-Loader v11 - New Release

Our latest version of the P6-Loader brings a new user-interface with the ability to save extract definition and new version 20 support.

Our latest version of the P6-Loader brings a new user-interface with the ability to save extract definition and new version 20 support.

New Features

  • New user-interface component with the ability to quickly search modules and projects

  • Added the ability to save frequently used extractions

  • Restoring and reassigning baselines streamlined

  • Customizing columns to include in extraction files

  • Customizing data filtering in several modules

Enhancements

  • Completely redesigned look and feel for an even better user experience

  • Uses the Emerald Cloud API for better controls of business functions

Client Experiences #2 - No More Outdated Software

We've all worked with frustrating, outdated software.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.

Exactly Which Projects Are Using Each Global or EPS Activity Code?

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.

DOT's and Emerald Associates - We Can Make Your Job Easier

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.

Finding Setting Up or Changing Resource Availability in P6 a Struggle?

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.

Global Calendars – Exactly Which Projects Are Using Each Calendar?

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.

P6-Loader Usage Sheets Revolutionize P6 Database Maintenance

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.

P6-Loader - Easy Moving of Pre-Turnaround Work to the Turnaround Window

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.

Primavera P6 UDFs are a Breeze with the P6-Loader

UDFs - Making Sure They are Clean

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.

Poorly Named Data Elements in Your P6 Global Dictionary Causing Confusion?

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.

The Fastest Way to Create New Users in Primavera P6

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.

Named User Vs. Subscription Licensing Models

The New Release of the P6-Loader and Other Emerald Tools Have a New Model

Selecting the proper software licensing model can be a rather cumbersome exercise. It requires IT administrator and project managers etc. to go through many different steps and ask questions such as:

  • Should I use Named User license model?
  • How many users will need access to the software?
  • What if more people will join our team down the road?
  • Can I decrease without penalties /cancellation fee number of licenses?
  • What if a user needs access to the software temporarily and may not need it later? How can I handle the cost of such scenarios efficiently?
  • How much paperwork will I need to fill in and how much time will it take to process an amendment request?
  • What if person is on vacation? Can I reuse a license for another employee?
  • How can I track who/when/how uses the system?
  • As a contractor I want to track usage on a per project basis so I can invoice my clients respectively?

Detaching and Reassigning Baselines in Primavera P6

The P6-Loader Saves the Day!!!

We are working with a client who is consolidating many separate P6 databases into a production database, turnaround database and an archive database. Along with the thousands of projects being exported from the old databases to the new ones, our client wants the baselines for projects exported, imported and reattached for a large number of the projects. If you have ever had to un-assign and restore baselines and then turn around and attach and reassign them for even a handful of projects, you know how tedious and time consuming it can be. First, the baseline has to be un-assigned, then restored to a project in the original database. Once the baseline has been imported into the new database, the baseline has to be converted back into a baseline and re-attached to the original project.

How to Input Actuals Into Primavera P6 Efficiently

Financial Periods Dictionary and Actual Costs Loading Into Primavera P6 With The P6-Loader v4

When we added the financial period dictionary to the v4 P6-Loader, I thought it was a waste of time and no one would really use it. With P6 having a wizard already to create financial periods, I thought that was good enough. Well, I was wrong.