P6-Loader - Financial Periods
In the P6-Loader, the financial period is a global object you can export.
Written by Ravi Wallau - Integration Specialist on Monday, 12 February 2024. Posted in P6-Loader
Easier Hierarchies and Fragnet Templating
February 9, 2024
Written by Ravi Wallau
Easier Hierarchies and Fragnet Templating
Easier to work with hierarchical fields - WBS, Resources, Roles, Codes, EPS, OBS, and Cost Accounts.
Full path extracting and loading for all hierarchical codes makes working with these hierarchies easier in Excel. Several new fields were added including the full code path field and a field showing the level of the hierarchy. This makes building hierarchies in Excel easier and loading them into P6 less error prone. Separator definitions are now also configurable.
Allows importing of WBS with their codes (without needing the path) if they are unique across a project
WBS template fragnet loader - You can take advantage of WBS templates built in P6 within P6-Loader to copy WBS nodes, activities, resources assignments, logic, steps, and expenses from one or many templates and fill in any placeholders for activity ID and names as you generate new WBSs into your project. You can also assign UDFs and codes to WBS, activities and resource assignments while applying a template. This is like the old P3 Fragnets on steroids.
Improving the handling of spread information to allow quarterly and yearly spread extractions are back. Manual spread loading of these spread periods is not supported.
Automatically starts activities when loading resource assignment period actuals.
Better error handling with the API when loading batches and better controlling of batching.
Includes project names and activity names in the relationship sheet when extracting.
Fixes a problem that would occur when trying to extract project data with no projects selected.
Better use of UI space in the bottom toolbar.
Written by Ravi Wallau - Integration Specialist on Wednesday, 13 December 2023. Posted in P6-Loader
Written by Sue Fermelia - Implementation Specialist on Friday, 25 August 2023. Posted in P6-Auditor, P6-Loader
Written by Sue Fermelia - Implementation Specialist on Thursday, 29 June 2023. Posted in P6-Loader
A solution for common cases of accidental data deletion in Primavera P6
Accidental deletion of important data is something that happens. Everyone has done it at some point.
In Primavera P6 EPPM, some of the most common cases of accidental data deletion are:
Written by Ravi Wallau - Integration Specialist, Sue Fermelia - Implementation Specialist on Tuesday, 16 May 2023. Posted in P6-Auditor, P6-Loader, Primavera P6
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist on Friday, 10 February 2023. Posted in P6-Loader, P6-QA, P6-Reporter, TAPS
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist on Saturday, 21 January 2023. Posted in P6-Loader
Written by Sue Fermelia - Implementation Specialist on Friday, 09 September 2022. Posted in P6-Loader
Written by Sue Fermelia - Implementation Specialist on Friday, 29 July 2022. Posted in P6-Loader
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
Written by Ravi Wallau
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.
Written by Sue Fermelia - Implementation Specialist on Wednesday, 29 June 2022. Posted in P6-Loader
Our latest version of the P6-Loader brings a new user-interface with the ability to save extract definition and new version 20 support, as well as UDF merging.
June 30, 2021
Written by Ravi Wallau
Our latest version of the P6-Loader brings a new user-interface with the ability to save extract definition and new version 20 support, as well as UDF merging.
New user-interface component with the ability to quickly search modules and projects
Added the ability to save frequently used extractions
Customizing columns to include in extraction files
UDF merge utility - allows you to easily merge UDF values - useful when importing XER/ XML files from different sources
New UI - The P6-Loader is now a React application with a completely redesigned look and feel
Uses the Emerald Cloud API for better controls of business functions
Version 10 of the P6-Loader now uses the Cloud API, a programming platform developed by Emerald to allow our apps to work with either the P6 API or the P6 Web Services. It also streamlines restoring and reassigning baselines and initiated support for the new P6 v20 objects.
May 3, 2021
Written by Ravi Wallau
Version 10 of the P6-Loader now uses the Cloud API, a programming platform developed by Emerald to allow our apps to work with either the P6 API or the P6 Web Services. It also streamlines restoring and reassigning baselines and initiated support for the new P6 v20 objects.
Restoring and reassigning baselines streamlined
The P6-Loader now uses the Cloud API, a programming platform developed by Emerald to allow our apps to work with either the P6 API or the P6 Web Services
The resource spread periods can now be imported correctly - in some cases, the spread information would not be imported correctly
Baseline projects can now be moved across projects more easily
A baseline can be assigned as the current baseline of the project in the baseline sheet itself
New Primavera v20 objects - financial period calendars, new role rates, resource assignment and role codes
Better session handling. The P6-Loader will disconnect properly from the P6 database when a session is no longer needed.
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.
Written by Ian Nicholson, P.Eng. - VP Solutions on Wednesday, 31 July 2019. Posted in P6-Loader