Stories, Tips And Tricks From Our Team’s Experiences With Primavera Since 1995
Regarding the functionality to add comments about relationships, I am not suggesting that every relationship line in your P6 schedule requires comments added; however, in some circumstances it can be a handy functionality. The comments column can be added in the relationship details tab (predecessors/successors or relationships) and then the comments required can be added. Perhaps you have a lag on the relationship, or, like below, you want to confirm a relationship. Relationship comments are plain text and can be up to 250 characters long.
If your team’s struggling with time-consuming manual updates, there are tools that can help you automate the process. Emerald’s P6-Loader allows you to use Excel-based update sheets to load updates into your progress file. Another one of our tools, TAPS, facilitates updating P6 using activity barcodes (TAPS Classic) or process updates using TAPS Mobile from your phone. These tools make it quick and painless to get accurate updates into your P6 files. Your team will then have more time for analyzing your schedule instead of wasting time with tedious updating.
OPC contains Timesheet User, Timesheet Supervisor and Timesheet Approvers. Timesheet Users can create timesheets, log time against activities on projects, and submit them for approval. Timesheet Supervisors can create their own timesheets and enter time. They can also create timesheets for the resources assigned to the projects for which they are the timesheet supervisors. They can enter time on behalf of the resources and submit their timesheets for approval. Timesheet Approvers can create their own timesheets and enter time. They can also create timesheets for the resources for which they have been assigned as the timesheet approver. They can enter time, submit, approve, or reject their resources' timesheets.
A client of ours had just this sort of scenario.
The user reached out to us in a panic. This user had just been given increased access in P6 and had renamed an existing UDF. He realized it was renamed improperly and instead of changing the name of the UDF, he deleted it. The project level User Defined Field (UDF) had data assigned to many of their projects. They needed to recover it and ensure the values were reinstated on their projects. We were able to recover the data in less than and hour and a half.
The work plan receives updated status on the tasks. The updates for tasks can be entered in the task list window as well.
The Work Plan screen planning board provides easy sequencing for your tasks. Create tasks and then drag and drop them onto the planning board to build your work plan. Change the hand-off mode that is selected. Enable activity bands to assist with assigning tasks to activities. Easily move the planning board time period to previous or future periods. Application of quick filters to the tasks is available as well as grouping them by best fit or by company to organize the view.
By clicking on Activities from the Schedule icon in Oracle Primavera Cloud, you can reach the upload template from the Actions menu in that window. You can also choose to enter your project schedule information manually.
If you’re not using the default PBS structure, you can set up a custom PBS structure. The PBS structure commonly reflects a hierarchical structure of the components required for a project. You can use a PBS in initial planning to organize scope items.
When they reorganized, all the prefixing for several BUs needed to be brought into alignment with the reorganized BU structure. This involved moving their EPS structure around and updating the prefixes on calendars, codes, resources and roles. I had started moving the structures to accommodate the changes and updating the prefixes with P6-Loader, but I also did some updating directly in P6. I had completed roles and was partially through resources when the client realized their reporting may be effected by the changes. They wanted to revert all the changes I had made. While I did have several P6-Loader change files that I could use to revert the changes I made using P6-Loader, I wanted to be sure the manual changes I made were also restored.
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:
- Deletion of the wrong resource
- Deletion of the wrong project
- Deletion of the wrong WBS node or nodes