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Emerald Blog

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

P6 Caching - Not Ready for Prime Time

We have been using P6 v18.x with several clients and have seen some differing behavior related to caching. It appears the problem may have started as early as P6 v16.x. These clients are in varying environments; P6 Oracle SaaS, EAI Hosted, and on-premise - In short, anywhere where Oracle Cloud Connect is utilized.

We were excited to see the new form of caching that appeared in v17.x. We have clients with poor internet access and P6Web is not adequate for their needs - they need P6 Client. Everyone knows that P6 Client is very chatty and needs good bandwidth to work properly, so the idea that we can cache data and do heavy lifting on our desktop rather than on the server far away was great.

Are You Importing Unwanted RISK TYPES?

Remember our good old friend the POBS Table? Well, we have a new friend in town that is introducing itself to our database in the form of the RISKTYPE table. We have discovered numerous clients are importing XER files to their database that include a large number of Risk Categories, sometimes tens of thousands of them. No one knows where they originated, but they are multiplying and wreaking havoc.

The problem comes when an export file is created with unwanted Risk Types and imported into another database, creating more values in the destination database. The destination database then could share their large number of Risk Types to another database. Each time, the RISKTYPE table is passed along, it grows, spreading and infecting more and more databases.

P6-Scrubber - Keep Your Primavera P6 Clean!

Introducing our Latest Primavera P6 Add-on

Are you importing schedules into scrubbing databases, taking out all the unwanted data you don't want to pollute your production database, re-exporting the schedule and then importing it into the database where it should have gone in the first place?

Do you have required specifications your contractors need to follow for their schedules, but have a hard time knowing whether those details are missing or incorrect until you've already imported them?

Do you want to ensure you are not importing POBS tables and corrupted RISKTYPE tables?

That's a lot of quality assurance to do! Maintaining your corporate data standards for dashboarding and reporting can be a full time job, especially when project teams have their own coding structures and requirements for their P6 Environment.

Don't worry; there's relief. Emerald has developed a new tool that will do all that work for you! We are now introducing P6-Scrubber.

ZOHO-P6 Integration

When a new client request comes in, you can create a project from ZOHO CRM. For us projects come in several categories and we have task list templates ready to be used to create tasks to charge to. Typically the first task list is Business Development. We kick off with that and assign the team working on the initiative. We can then send the project, the task list, the tasks and the resources into P6. We can do that in one step or two depending on the task list development. In this case we have a good idea of the scope of work and were able to put it together with 2 task lists. So we can integrate bot the project and the WBS/tasks and resources right away. So we use a really simple user interface tight in ZOHO projects to kick this off into P6. We tell the integration to send both the project and WBS over. Once that is done, we can go into P6 and start actionining the work. We also get a message letting us know if there were any issues with the intgration, such as a duplicate project exisiting. If all is good, you should get a PASS message both for the project and for the WBS.

Large XER Files do not play well with P6 Import and Export

Are you finding when you are importing or exporting a large number of projects that not all the projects are coming across when they are imported?

While converting a client from P6 V8.3 to V15.2, we found the data was not always transferred completely when we migrated large numbers of projects. Instead, with XER file sizes larger than 100,000 KB not all projects were exported and/or imported. We confirmed this recently on a subsequent project with a different client where we were migrating projects from P6 V7.3 to V17.12 and encountered the same issue.

In the first case, we exported the projects using an XER. Our file was over 300,000 KB. We found 4-5 projects were not exported. When we imported the same file, there were 2-3 additional projects that were not imported to the new database.

We looked at additional files for the same client and found that in XER files with a size larger than approximately 100,000 KB there were several projects in each XER missing when the file was imported.

Once we reduced the number of projects in the exported XER files to keep the file size under 100,000 KB, we found no projects were lost and our data was accurate.

Keep an eye on XER files larger than 100,000 KB when importing and exporting, they may not have complete data in them once they are imported.

EP-Dashboard - Tracking Found Work on Turnarounds Made Easy

While working on a turnaround project where our client was using our EP-datawarehouse and EP-dashboard tools for the first time, we were already showing them green up reports, inspection summary reports, performance curves and productivity curves, but had been tweaking them to fit their needs during the turnaround, which was quite beneficial to their team.

I was providing assistance to the turnaround team and started entering Additional Work Requests (AWR’s) as they came in from the AWR manager. The process required several steps during its life and we found a dashboard would be helpful in keeping track of the process, since we were getting questions about where AWR's were in the process. An AWR entered the process when it was received from the field personnel, assigned a number and entered into a master spreadsheet by the AWR manager. The spreadsheet listed several pieces of information, but the information we needed for the dashboard was the AWR#, Date Submitted, Approval Status, and the Description.

Are Resource Codes Helpful In a Turnaround Schedule? Yes!

Using Resource Codes has been very helpful on many Turnarounds. Often on a Turnaround (or any large project) you need to report resource availability and requirements in your schedule by Craft (trade) and Company.

But that is often not the way the resource dictionary hierarchy is set up? And you likely are not able to do anything about that since the Administrator probably controls that.

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.

Moving Time in Team Member - EASY

When you are working on a project and you move from Project into Support, sometimes it is hard to decide the exact cutoff point for the project team to start charging to the new support project. I had a problem the other day where I needed to decide the end date and cut over. The client selected a date a few weeks before we had thought we were going to cut it off after she checked her budgets and we realized we were going to go over.

So I had to go back to look through the timesheets we had submitted in Team Member to get the time reallocated before sending it into our QuickBooks where we invoice from.

P6 Tools – Part of Your Company Digital Transformation?

Hearing a lot about ‘digital transformation’ lately? Digital transformation can be defined as the acceleration of business activities, processes, competencies and models to fully leverage the changes and opportunities of digital technologies and their impact in a strategic and prioritized way.

What elements are included in your digital transformation plan? Can your team afford to ignore new technological advancements? Planning a strategic and prioritized path forward to fully leverage changes and opportunities in digital technology can have a very positive return on investment. The digital transformation for a company varies from company to company and can be a large project encompassing many different elements depending on said company and its current state.

Here's an example of leveraging changes and opportunities new technologies can provide. Say your team uses Primavera P6 for Project Management, yet doesn't use P6-Loader, P6-QA Tool, CAPPS or TAPS (barcode updating), and P6-Calculator for any efficiency gains, are you getting the best out of the tool. In many surveys conducted over the years by Oracle and Primavera, P6 is highly underutilized with 100% of clients using P6 for scheduling, 60-70% for resource management and only 30-40% for cost management and earned value analysis.

Emerald Associates specifically designed our productivity tools to address pain points users commonly encounter when using P6 so you can do better managing your projects and get more out of the project team.

P6-Loader

  • Automates manual data entry through the secure import and export of most data elements between Primavera P6 and Microsoft Excel.
  • Allows for the controlled extract and upload of data at the global and project level and eases the challenge of manipulating your project data by leveraging the spreadsheet functionality of Excel.
  • Goes above and beyond the built-in import and export functionality in Primavera P6. It has also become a desired replacement for the outdated Primavera SDK (Software Development Kit). Now, with version 4 being cloud enabled, it is quickly becoming a desired tool to help with migrating to the cloud efficiently. With close to 1 Billion of transactions pushed through the system, it is making teams worldwide more productive.

P6-QA

  • Removes the burden of manual schedule and business process analysis by automatically identifying deficiencies in Primavera P6 schedules based on scheduling best practices, industry standards, and user introduced business process requirements.
  • It is unlike other third party Primavera schedule validation tool because it seamlessly integrates directly into Primavera P6 itself, allowing for the improvement of project management skills and scheduling quality in real-time. The P6-QA tool can be run at a preset interval such as weekly or monthly, or on an as-needed frequency to maximize your P6 schedulers’ ability to self-critique and ensure effective quality control.
  • When your resident engineering team is your frontline reviewers, this tool makes their role much easier and more efficient saving you a lot of time getting your contractors schedules reviewed, critiqued and hopefully approved so you know if the project is still on track without an expensive team doing a lot of analysis. When you are reviewing schedules every few weeks on a project this is significant in time savings as well as the time freed up to address any issues on the project.

CAPPS

  • Lets the remote users and likely non P6-Experts to get the project updates into P6 from wherever they are and whenever they have a moment. This means waiting for updates once a month is a thing of the past. Taking 2 weeks every month to get your portfolio updated is a thing of the past. Real-time statusing is doable with variances and deviations able to be highlighting and interjected into the schedule as they are happening making your forecasting, change management and claims avoidance mush more effective.

TAPS

  • The Turnaround Progressing System; it uses barcode scanning technology to eliminate the need for lengthy manual data entry when updating your Oracle Primavera P6 schedules. Simply use a barcode scanner to find, start, update or cancel any activity within the schedule in two quick scans.
  • Status updates can be done 75% faster while increasing your team's accuracy, since there's no chance of manual data entry errors. The first scan finds the task and the second scan starts, finishes, and statuses the task with any of the percent complete types available in Primavera P6.
  • The progressing flexibility along with the ability to calculate and report Earned Value at the resource assignment level makes TAPS a strategic enhancement for all Primavera P6 users.

P6-Calculator

  • Performs calculations that are traditionally unavailable in Primavera P6.
  • Automatically performs calculations on data in P6 to present information to users that would otherwise be difficult for them to see, improving visibility and digestibility of complex P6 data and enabling better decision making.

All of the above tools are available on the Oracle Cloud Marketplace.

This is just one small example of an opportunity to leverage the changes and opportunities of digital technologies and claim the positive rewards of their impact. Help your team work smarter, not harder by empowering your team with the best tools!