Client Moves Their Primavera P6 to the Emerald Cloud and Uses EAI Custom Tools
Client Overview
Client is and engineering and environmental consulting firm, that diversifies services to strengthen core competencies in complex, multidiscipline work. They are the largest Power Delivery detail designer in the US, Top 5 in Power (Generation + Power Delivery), have 10+ years as Top 10 Food & Beverage Engineering firm and are a Top 200 Environmental firm.
Challenges
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The client wanted to move their in-house Primavera P6 environment to a cloud option with full time support.
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Internal IT was overloaded with other initiatives and lacked expertise in maintaining their Primavera P6 environment.
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They required the ability to maintain and analyze their Primavera P6 data in an easy, reliable manner.
Results
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Their Primavera was moved to the Emerald hosting environment, which allowed Emerald to become their full time host and support model.
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Emerald provides expertise in Primavera and provides complete support for their Primavera databases.
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As part of Emerald hosting the environment, we also provide Emerald tools like P6-Loader to create and maintain data, P6-QA for schedule quality analysis, P6-Reporter for schedule reporting and P6-Auditor for monitoring the changes in their databases.
Primavera P6 Case Studies
P6-Reporter News Articles
on Friday, 05 May 2023.
Posted in Case Studies
Learn how Power BI makes reporting much easier
Power BI makes reporting much easier
Client Overview
Client is an employee-owned, multi-disciplined engineering, planning, architectural, and environmental services firm in the United States. With nearly 700 employees spread between more than 30 offices in 12 states, they offer a wide range of services with a focus on aviation, construction, facilities design, federal, power, transportation, survey, and water. They sit in the top 150 of the Engineering News-Record's prestigious Top 500 Design Firms list, while Zweig Group has recognized client as a best firm to work for in the multi-discipline category for six consecutive years.
Challenges
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Compiling historical data for reporting was difficult and time consuming
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Reports were being created from many different sources, including Primavera P6 and Excel worksheets
Results
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EP-datawarehouse was deployed and snapshots are taken regularly to record historical information
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New reports are easier to create with the snapshotted data readily available in Power BI
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Previously created reports in Power BI were able to be utilized and improved with additional data provided by EP-datawarehouse
Transportation Case Studies
EP-datawarehouse Case Studies
on Tuesday, 14 March 2023.
Posted in Case Studies
Learn How Emerald Helped Client Migrate to the Oracle Cloud
Primavera Migration and Custom Primavera P6 Training
Client Overview
Client is a Canadian construction company. They have provided innovative construction solutions to complex infrastructure projects across Canada for over 100 years through various contracting modes including general contracting/bid-build, design-build, design-bid-build and public-private partnerships.
Challenges
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Needed to consolidate and migrate several databases, some residing on individual machines and on different versions of Primavera P6, to two databases located on the Oracle Cloud
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The P6 Client version interface was not simple to use for the skill level of the end-users
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They required a more formalized process between the Planning and Scheduling group managing the Primavera instances and the business as well as the IT group
Results
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Migrate all existing project schedules, filters and layouts from both the enterprise and local Primavera installs to the Cloud solution
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Implemented a sustainable Primavera QA/Training environment for the testing of enhancements and upgrades and to train users. Also implemented an archive strategy for closed projects.
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Updated and redesigned roles, profiles, EPS and OBS to business requirements using established best practices.
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Developed and delivered specific training documentation and class room sessions for administrators, power users, end users and IT.
Custom Training Case Studies
Primavera P6 Case Studies
on Thursday, 09 March 2023.
Posted in Case Studies
Learn about how Emerald helped with an Oracle Fusion integration
Client Overview
Large contractor in the Philippines needed a better way to manage costing and forecasting processes for dozens of multi-year projects in five different industries, including very large and critical infrastructure projects.
Challenges
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Having one consistent system across the business units, giving transparency to management on progress
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Getting forecasting done every week on all projects
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Managing manpower and critical equipment requirements from all jobsites for best performance
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Accurate reporting of progress to date and forecasting of estimates to complete on the project tasks
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Managing estimates and budgets with actual progress in the field to have a clear understanding of actual progress to date
Results
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Integrated Oracle Fusion Projects and Oracle Primavera P6
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Standardized strategy on project WBS, project task details, project resources, and project expenses
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All calculations and integrations accommodate hours and costs. Set up multi-currency reporting for ledger and project based reporting.
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Control of overheads and profits within P6, and control of resource rates to the project
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Automatic updating of forecasting integrated from actuals from Oracle Fusion, and then updates from the field in P6
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Time savings for actuals management and forecasting updating
Integrations Case Studies
Primavera P6 Case Studies
on Friday, 03 March 2023.
Posted in Case Studies
Learn how Emerald helped a client clean up and upgrade their Primavera P6 database before moving to the Cloud.
Client moved from P6v16 on-premise to P6 v22 in the Cloud
Client Overview
Client is a worldwide supplier of products and services to the global power generation and gas production industry and is based in Calgary, Alberta.
Challenges
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Clean up and upgrade Primavera P6 database from P6 v16 on-premise to P6 v22 in the Cloud.
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Additionally, a standalone database was identified to be incorporated in the upgrade.
Results
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The agreed database clean up and incorporation of the second database was carried out. The database was then upgraded and loaded to the cloud.
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In addition to the clean-up and upgrade, training on the new version of P6 was presented.
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Emerald used P6-Loader as a service to identify activity codes and UDFs currently not assigned to any activity IDs to facilitate dictionary cleanup.
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The P6-Loader was also used to move schedule files and reformat EPS and OBS structure.
From Our Customer
Emerald was an excellent partner on our project. Would look forward to working with them again.
Primavera P6 Case Studies
on Thursday, 09 February 2023.
Posted in Case Studies
Custom checks created in P6-QA helped client
Helping Client Users Self-Monitor Schedule Quality
Written by Sue Hopkins
Client Overview
Client is an employee-owned, multi-disciplined engineering, planning, architectural, and environmental services firm in the United States. With nearly 700 employees spread between more than 30 offices in 12 states, they offer a wide range of services with a focus on aviation, construction, facilities design, federal, power, transportation, survey, and water. They sit in the top 150 of the Engineering News-Record's prestigious Top 500 Design Firms list, while Zweig Group has recognized the client as a best firm to work for in the multi-discipline category for six consecutive years.
Challenges
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Needed a solution to coach their client users on scheduling best practices
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Users required a way to monitor the quality of their schedules while creating schedules, as well as when they were in-flight
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A specific set of quality checks were needed based on contract requirements and general quality guidelines
Results
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Emerald Associates built additional checks and a custom report focusing on what was of importance to their team
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P6-QA deployed on all databases to monitor project quality using out-of-the-box functions and customized checks
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The DOT users are able to self-monitor their schedules without constant assistance from the firm saving countless hours of consulting time
Transportation Case Studies
on Monday, 11 July 2022.
Posted in Case Studies
Integrations Between Zoho, P6, and QuickBooks
Projects, WBS, Tasks, and Resources Integrated with Ease
Written by Nicole Jardin
Client Overview
Consulting firm that supports large client integration projects, software development, and ongoing hosting and support needed a way to integrate ZOHO CRM, ZOHO Projects, ZOHO Desk and Primavera P6.
Challenges
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Tracking software tools development in ZOHO Projects and client tickets from ZOHO Desk to ensure all deliverables are managed and prioritized with larger client projects
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Integrate with P6 and Team Member for timesheets that are integrated with role rates and QuickBooks for invoicing
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Statusing tickets in ZOHO Desk and issues in ZOHO Projects and having them update P6 tasks quickly for weekly client reporting
Results
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Easily create projects in P6 from ZOHO Projects that land in the right EPS and have project codes critical for integrating to QuickBooks for accounting
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Easily add in tasks and resource load the tasks to tie to roles and role rates in QuickBooks
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Update tasks in ZOHO projects and integrate to P6 so that timesheets in Team Member can be updated and integrated into QuickBooks
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Use TaskList Templates in ZOHO Projects to control the roles assigned in P6 for easier invoicing to clients
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Updates for statuses and percent completes from ZOHO Projects integrated into P6
Integrations Case Studies
on Wednesday, 22 September 2021.
Posted in Case Studies
Learn how a large engineering firm moved to the Emerald Cloud.
Emerald Cloud, Tools and Services - A Winning Combo
Written by Sue Hopkins
Client Overview
Client is an employee-owned multi-disciplined engineering, planning, architectural, and environmental services firm in the United States. With nearly 700 employees spread between more than 30 offices in 12 states, they offer a wide range of services with a focus on aviation, construction, facilities design, federal, power, transportation, survey, and water. They sit in the top 150 of the Engineering News-Record's prestigious Top 500 Design Firms list, while Zweig Group has recognized client as a best firm to work for in the multi-discipline category for six consecutive years.
Challenges
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Client was looking for an alternative to the Oracle Cloud for them and the Department of Transportation (DOT) they were working with.
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The Program Controls manager wanted faster response time on support tickets for four databases.
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Needed a reliable environment for 80+ DOT users to fulfill their contract commitments.
Results
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Moved hosting of four databases to the Emerald Cloud.
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Decreased supported response time from days to hours
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Able to bring their DOT client online with their environment in less than two months, including upgrade of P6 and rollout of new business processes.
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Added a second DOT client to Emerald's hosting environment two years later.
Transportation Case Studies
EP-datawarehouse Case Studies
P6-Calculator Case Studies
P6-Scrubber News Articles
P6-Reporter News Articles
on Thursday, 17 June 2021.
Posted in Case Studies
CAPPS was used on large infrastructure projects to help with timely updates.
weekly updates with costs and resources
Written by Nicole Jardin
Client Overview
Running large infrastructure projects that are highly time sensitive requires easy updating of P6 project schedules. This is not easy to do when you have highly specialized suppliers and contractors scattered around North America.
Challenges
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Timely updates from multiple specialty engineering, suppliers and contractors
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Weekly status reporting including costs to date and estimate at completion
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Updating resource usage and forecasting on a weekly basis from over 15 specialty suppliers
Results
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CAPPS was deployed to key project managers and suppliers
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Weekly updates were prepared and reviewed in meetings prior to submission to keep the communication flowing smoothly
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Used percent complete, resource usage and cost to date
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Reporting improvement and better forecasting was achieved
on Wednesday, 28 April 2021.
Posted in Case Studies
Upgrading their hosting allowed this company to stop worrying about P6 maintenance and consolidate their three databases into a single one.
Client Overview
This technology upgrade was done at one of the largest and most respected construction services companies in Canada.
Challenges
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The team was running three separate databases, addressing user access and P6 maintenance in each.
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Their IT department had on their list, along with numerous other responsibilities, addressing P6 maintenance.
Results
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The cloud option allowed them to easily consolidate three P6 databases into one. What were three separate databases now run from one database and all users are assigned the security profile applicable for the projects they look after.
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P6 maintenance is addressed in the Cloud; their IT no longer needs to worry about maintaining it.
Primavera P6 Case Studies
on Monday, 10 August 2020.
Posted in Case Studies
Efficient project management and budget updates made possible through synchronization of project data, estimates, tasks, resources, expenses, and forecasting.
Projects created in Oracle Fusion and integrated with project estimates and tasks from P6 on-premise using Oracle Fusion API and
EAI P6 Cloud API. Actual resources and expenses costs sent from Oracle Fusion into P6 and P6 forecasting sent into Oracle Fusion. Both project and ledger currencies managed, as well as hours for labour and equipment resources.
- WBS - create/update/summarize and consolidate and rollup
- Tasks - managed in P6 with durations and logic - integrated to fusion for billing and charging against
- Resources - auto-create any new resources labour, materials, and equipment that are assigned within Oracle Fusion Resource Assignments - create and update resource assignments including percent complete forecasting to allow resource management and estimate accountability
- Expenses - create/update expenses including percent complete forecasting
- P6 → Oracle Fusion - allow revising the budget in P6 and updating the Fusion budget automatically.
- P6 → Oracle Fusion - allow all progress updating and forecasting of physical percent complete, units percent complete and start and finish dates to be managed and overwritten in P6
on Thursday, 15 June 2023.
Posted in Case Studies
Emerald Associates is well known in the US and Canada for our homegrown add-on tools for Primavera P6. We have assisted numerous companies in many diverse areas to get the most out of their P6 software. You may wonder how our tools can assist in the Department of Transportation (DOT) field to get more done in P6 with less time while still providing useful data to your stakeholders and remaining good stewards of the public's funds. Our tools will help you do more work in less time, so that your project management group has more time to analyze and perfect their schedules.
Written by Sue Fermelia - Implementation Specialist
on Friday, 27 July 2018.
Posted in P6-Loader, P6-QA, Primavera Cloud