Detaching and Reassigning Baselines in Primavera P6

The P6-Loader Saves the Day!!!

We are working with a client who is consolidating many separate P6 databases into a production database, turnaround database and an archive database. Along with the thousands of projects being exported from the old databases to the new ones, our client wants the baselines for projects exported, imported and reattached for a large number of the projects. If you have ever had to un-assign and restore baselines and then turn around and attach and reassign them for even a handful of projects, you know how tedious and time consuming it can be. First, the baseline has to be un-assigned, then restored to a project in the original database. Once the baseline has been imported into the new database, the baseline has to be converted back into a baseline and re-attached to the original project.

 

Enter, Emerald Associates’ P6-Loader!


First, before un-assigning and detaching the baselines, we extract the project and baseline data from the source database with the P6-Loader. The extracted file is modified to add the value “original project” to a predefined UDF on all projects. This makes the baselines easier to identify for export. When the baselines are restored to project status, they will not have the value “original project” next to them.

 

baselines

The modified Excel file is uploaded to the source database with the P6-Loader. boom

baselines

 

Next, we use the same extracted file from above and delete projects without a baseline.  The value <NULL> is put in the Current Baseline field for projects that have a baseline so it un-assigns the baselines from source projects.

 

baselines

 

The newly created file is uploaded into the source database and all the baselines are un-assigned in one fail swoop! 

bang

We again, use the extracted file.  The value TRUE is added to the column named RestoreProject to detach the baselines from source projects.  

 

baselines

 

The second file is uploaded to the source database and all the baselines are detached!

 

baselines

 

At this point the baselines and projects are exported from the source database and then imported into the new database. Alas, the baselines need to be reattached and reassigned in the new environment. P6-Loader, again, to the rescue!

 

We reattach the baselines to the proper project using the original extract from the source database by renaming the baseline information as project information. The file is saved and loaded with the P6-Loader to attach the baselines.

 

baselines

 

The baselines are reassigned to the projects using the original extract from the source database and then loaded into the new database to reassign the baselines. 

 

baseline9

 

Now we reassign the baselines with one run of the P6-Loader. 

 

baselines

 

Over 80 hours per 1,000 projects were saved using the P6-Loader instead of the manual manipulation of baselines in Primavera P6!

 wow

Thanks, P6-Loader! You’re my hero!

About the Author

Sue Hopkins - Implementation Specialist

At Emerald Associates, Sue is an Implementation Specialist and has been successful at drawing on her accounting and project management background to consult with our diverse client base. With her friendly demeanor and strong communication skills, she has become a talented Primavera trainer and works very hard to effectively implement Oracle Primavera solutions that cater to each client’s unique organizational needs.  

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