Emerald Blog

Stories, Tips And Tricks From Our Team’s Experiences With Primavera Since 1995

13 March 2017

What's New - P6 v17 SaaS

Written by Nicole Jardin, P.Eng. - CEO

A few weeks ago, Oracle CEGBU (Primavera) released P6-EPPM in their SaaS Cloud. This is part of their new release strategy for their SaaS Cloud of monthly releases while on-premise releases will be switched to yearly only.

07 March 2017

Primavera P6 Resource Leveling - Too Complicated? No Way!

Written by Nicole Jardin, P.Eng. - CEO

In reading a P6 setup recommendation document for one of our IT program clients I almost fell off of my chair when I saw the recommendation for resource leveling. It said not to use resource leveling as it introduces too many variables into the scheduling process. For an IT group not to be using resource leveling in a program is crazy!


Believe it or not, we see this advice suggested a LOT.

27 February 2017

Save 5 Minutes Every Time You Cancel an Activity in Primavera P6

Written by Sue Hopkins - Implementation Specialist

Whenever we have a client that is interested in TAPS, we always get the question about how an activity is updated to reflect that it has been cancelled. So, how does TAPS cancel activities?


Cancelled work is work that you have decided not to perform. Typically the turnaround (TA) team doesn’t want to delete the activity because that would change the baseline hours. On the other hand, they also don’t want to progress the activity which would earn hours.

21 February 2017

Primavera SaaS Cloud vs On-Premise - 2017 New Upgrading Models to Consider

Written by Nicole Jardin, P.Eng. - CEO

Penguin Looking To The Cloud

We are working with a client who have been on the Primavera SaaS cloud for awhile and are now getting serious about migrating their dispersed team to the Oracle Primavera SaaS cloud for their P6 users. We are helping them with this process using our P6-Loader for P6 v16.2 in the cloud. We wanted to go with P6-EPPM version 16.2.3, since it has some crucial patches applied to it in the last 3 months and seems to be stable.


Then we get the news we were dreading, no you can't get that version you must upgrade to version P6 17.1? So we went to Oracle e-delivery to download P6 17.1 and guess what? It is not even released for on-premise use. So what is going on?


We had heard rumors that the upgrade model in the Primavera SaaS Cloud was going to change, but did not want to believe them. Now we cannot ignore them anymore.

13 February 2017

The Fastest Way to Cancel Activities in Primavera P6

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

Automate the Process of Updating Cancelled Activities in Primavera P6 with our Barcode Updating Technology

When planning a turnaround project you want to make sure you include all the tasks that will happen and even those that might happen. This is a great strategy in the planning phase because during the actual turnaround, you don't have time to add all of the “potential” activities that become necessary.


Now the dilemma becomes, how to cancel the tasks that your team doesn't need after all.


You could process the updates for cancelled activities using manual data entry, dealing with logic, manhours, and baselines, but if you handle a lot of these it becomes time consuming, tedious and frustrating. Lets face it, during a Turnaround that is just not a good idea. You might think that dissolving is good enough, but is it?


02 February 2017

IT Program Management with Primavera P6

Written by Nicole Jardin, P.Eng. - CEO

An Example of P6 Mentoring, Coaching and Working Sessions

Primavera P6 Coaching


We have been working with a client using Primavera P6 for a large multi-year, multi-sprint IT project to revamp their customer loyalty program and overall customer experience. The team has been using P6-EPPM and have been aggressively putting together schedules for each key component of the program from infrastructure, to ERP, to integration testing and deployment.


This team is in large part new to P6, and they have been fighting to produce an overall program plan that has a continuous critical path so they can answer the usual question “when are we going to be done?”.


26 January 2017

Oracle Primavera Analytics – Which Oracle Business Intelligence Edition is Right for You?

Written by Dan MacMillan - Integration Specialist

3 choices for Primavera Analytics


Oracle Primavera Analytics requires one of the following three Oracle Business Intelligence products, which must be licensed separately:

  • Oracle Business Intelligence Suite Foundation Edition

  • Oracle Business Intelligence Suite Extended Edition

  • Oracle Business Intelligence Suite Foundation Edition for Oracle Applications


Only versions and of these products are supported with Primavera Analytics 16.2.


I’m using acronyms liberally in this entry for your and my benefit … these names are a mouthful!


Oracle Business Intelligence Suite Foundation Edition (OBISFE)
Oracle Business Intelligence Suite Extended Edition (OBISEE)


Of these three choices, two options do not impose supplemental restrictions on how you can use Oracle Business Intelligence with Primavera Analytics within your organization.


16 January 2017

Getting Roles Onto Your Master Primavera P6 Plan - First you Have to Find Them

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

Do you find it tedious and time consuming to locate the resource assignments with missing roles?


When you are building up your schedule it is easy to miss assigning roles to resources, especially if you did not use roles at first and are introducing them after the fact. Another common scenario is when you are importing contractors' P6 schedules and are merging them into your turnaround plan or a large capital program where you are reporting both on resources as well as roles for trades and discipline rollups.


16 December 2016

P6 Activity IDs - Wow That is Some Interesting Numbering

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

Struggling With P6 Activity ID Consistency - or Should we say Lack Thereof?

A very common pain point when trying to align project schedules to company or project SOPs (standard operating procedures) is ensuring activity id breakdowns are consistent (as outlined in your company schedule business processes). This can be a real nightmare especially if you are working with multiple contractors and engineering firms all with different structures and standards.

13 December 2016

Primavera P6 - Getting Your New Schedulers Up-to-speed With Less Frustration

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

Give Your New Schedulers A Head Start with the P6-QA Tool

head start


Let’s help our new schedulers get up and running faster then ever before.


I love training up new schedulers. I've been a scheduling lead for years and always get a kick out of teaching new users best practices that I have learned the hard way.


30 November 2016

TAPS - Resource Earned Value - Saved Me More Than Once

Written by Masoud Forouzi - Implementation Specialist

On a previous assignment I worked on a 6 week turnaround project with 500,000 man-hours. After each shift update we needed to get Earned Value reports to management. It was hard enough completing updates within a 2 hour time period along with getting the next shift's reports out, but having to do full earned value was even harder.


28 November 2016

Out of Sequence Activities In Your P6 Schedule During a Turnaround?

Written by Masoud Forouzi - Implementation Specialist

The unexpected happens during a Turnaround project - Let TAPS help


“No battle plan survives contact with the enemy” - Helmuth von Moltke


When you are a scheduler on a Turnaround project you cannot expect everything to go as planned. Often at the end of your shift, when entering progress, you’ll find out something unexpected has happened in the schedule. For example, activities have been marked as completed while their predecessors are not yet started. There are different reasons for this:


  • Was progress of the predecessor(s) missed?
  • Were the progressed activities reported incorrectly?
  • Has something changed in the activity’s logic?

24 November 2016

Restoring Deleted P6 Data - Never Happens Right?

Written by Ravi Wallau - Integration Specialist

A solution for common cases of accidental data deletion in Primavera P6

upset at computer 800


Accidental deletion of important data is something that happens. Everyone has done it at some point.

In 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


22 November 2016

Primavera Unifier - Keeping things moving even when you are in Hawaii

Written by Nicole Jardin, P.Eng. - CEO

freedom from work


Primavera Unifier allows users to assign a proxy. The final tab in the User Preferences is where a “Proxy” is set.


Setting a proxy allows you to assign another user the rights to login for you and move your tasks to the next step of the workflow on your behalf. You may also be given proxy rights for someone else.


18 November 2016

The P6-Auditor is Like a Flight Data Recorder for Primavera P6

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

What the P6-Auditor and a Flight "Black Box" Have in Common

plane 800


I love watching the TV show Mayday – the forensic work that goes into understanding how and why a plane crashes is fascinating to me. Key in any investigation of what went wrong is recovery of the flight data recorder. This “Black Box” records virtually everything that happens in the control system of the aircraft and enables investigators to understand exactly what went wrong. 


We implemented our P6-Auditor for one of our clients a couple of years ago, and a few days after go-live we got a call from the help desk that users across the organization were reporting that all of their activity code assignments for a particular Global Code had disappeared. 


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