Primavera P6

14 August 2018

Are You Tracking Ideas? Are Approved Ideas Easily Translated into Project Proposals?

Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist

Ideas in Oracle Prime:

Use Oracle Prime to create ideas: capture, evaluate, and process the ideas for new initiatives and business endeavors.

Ideas are processed using a submission and approval workflow. Prime Projects provides a default workflow for processing ideas, or you can create a customized workflow. First the idea creator creates an idea and specifies the idea's business case. When an idea contains sufficient information, the creator can submit the idea for further processing by routers and owners.


02 August 2018

Oracle Prime Lean Scheduling

Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist

What is the Tasks App in Oracle Prime about?


With the Lean Scheduling functionality in Oracle Prime you have access to the Planning Board (below). This enables the user to create customized views for their information in the Work Plan screen in the Tasks App.

09 May 2018

P6-QA and the Project Scheduler

Written by Sue Hopkins - Implementation Specialist

Manually wading through a schedule and looking for errors is time consuming and prone to human error. Not only that, it's boring. No one wants to do it, but you need to check your schedule for errors!

Even worse then working through your own schedule for errors, is slogging through a contractor's. When you don't know how they have built the schedule, it can take days to make sure things hold together. Some of our clients have several layouts, reports and even special access databases and outside tools to do this which is very time consuming, error prone and boring.

02 May 2018

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

Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist

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.


The P6-Loader can ease the pain of these types of tasks.

24 April 2018

Global Calendars – Exactly Which Projects Are Using Each Calendar?

Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist

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.

01 March 2018

Do You Need EV Calculated at the Resource Level?

Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist

You are correct; out-of-the-box P6 does not calculate Earned Value (EV) at the resource assignment level. It only runs EV at the activity level which is fine for a start, but what to do when you need to ‘dig deeper’ and analyze crew performance? You can't use Global Change to calculate the resource assignment EV because the activity percent complete isn't available in the Global Change list of fields.

A very simple option is to use TAPS to input your schedule updates. TAPS is barcode updating (with additional functionality). By using TAPS, updates are faster and more accurate giving you (and your team) more time for schedule analysis. Yes, TAPS runs EV calculations at the resource level.

14 February 2018

P6-Loader v5 Usage Sheets Revolutionize P6 Database Maintenance

Written by Nicole Jardin, P.Eng. - CEO

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.

10 January 2018

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

Written by Sue Hopkins - Implementation Specialist

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.

28 September 2017

A Guide to P6 Archiving - Part 2

Written by Ian Nicholson, P.Eng. - VP Solutions

Archiving P6 Project Data and the Question of Location

This is part 2 of a series of blogs discussing best practices of P6 archiving. In Part 1 we discussed the question of time:

  • How long should you keep a P6 project file?
  • How do you track the date to archive your P6 project?

Now we will discuss the question of location.


archive project data

12 September 2017

A Guide to P6 Archiving - Part 1

Written by Ian Nicholson, P.Eng. - VP Solutions

Archiving P6 Project Data and the Question of Time

We get asked on a regular basis what the best way to archive P6 data is.

  1. How long should a project file be kept?
  2. What should be done with the project files when that time period has expired?
  3. Where should they be kept?
  4. How can we retrieve if we need them, especially with upgrades?

In this blog series, we’ll look at some of the options available to a P6 user and discuss the question of time.


Archiving P6 Project Data and the Question of Time


16 August 2017

How to Publish P6 Project Data - Now That You Have To

Written by Sue Hopkins - Implementation Specialist

In Primavera P6 16.x and Beyond You Need to Publish Your Project Data for Resource Analysis and a Whole Lot More

When working with resources in Primavera P6 Web version 16.x on, there is a new twist: the need to publish data. If you are trying to analyze resources and the following message displays, it's time to publish.


P6 Warning - Resources Don't Have Published Data


10 August 2017

This Job Site Really Needs Help!

Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist

Addressing Primavera System and Connectivity Issues

Over the last few years I have worked with many clients on turnaround projects in remote trailers on job sites that didn't have great connectivity. Now I am no techy, so I cannot pinpoint what causes the problem, but I know there is a problem when the coffee maker is the busiest place in the trailer. Now I am talking trailer coffee here folks, that stuff is gut rot at the best of times. If the planning team is hanging around, it is because they have been kicked out of Primavera P6 again!


Primavera P6 Connectivity


In the current economy the mere suggestion of financial spends to address system issues are something that will elicit gasps, face palms and shocked facial expressions, let alone a few choice words. But during one of these “extended coffee breaks” I did some number crunching out of curiosity on what the downtime costs really were.

21 July 2017

How to Upgrade Primavera P6 16.x to Primavera P6 17.7

Written by Paul Jardin - VP of Technology

Step by Step Instructions on how to Upgrade Primavera P6

Here are step by step instructions on how to upgrade your Primavera P6 16.x environment to the new Primavera P6 17.7.


20 June 2017

Team Member - P6 Version 16.2

Written by Nicole Jardin, P.Eng. - CEO

There Are Some Great Improvements To Talk About

As longtime users of Primavera P6 and Timesheets, we were pleasantly surprised to see some great improvements in the timesheets part of P6 v 16.2. The approval portal, which used to be very hard (I would even say impossible) to work with, is now much easier. Oracle has particularly improved the ability to find what timesheets need approval, and there is better adherence to layered approvals by the resource and project managers. Both of these tasks used to be ordeals in the previous versions.

31 May 2017

Primavera P6 UDFs are a Breeze with the P6-Loader

Written by Nicole Jardin, P.Eng. - CEO

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.


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