Articles tagged with: Integrations

Integrated Daily Cost Control - Discoverer -> P6, PCM

Integration allows PMs to manage 20 projects at once

Integrated Daily Cost Control - Discoverer -> P6, PCM

PMs get on top of projects with daily integrated system

Written by Nicole Jardin

Client Overview

Calgary pre-fab manufacturer with international projects needed integration to accounting and purchasing system to get control over client commitments and internal and external spending for hundreds of simultaneous projects.

Challenges

  • Tracking costs to date on hundreds of projects manually was too time consuming

  • Client forecasting was taking too long and overruns were being missed

  • Senior management was not getting the reporting done in a timely manner

Results

  • Integrated daily costs from Discoverer into P6 and PCM Contract Management

  • Updated the external contract and PO costs into expenses

  • Integrated the internal detailed resource costs into resources and forecasted onto the budget resource

  • P6-Calculator did all the cost rollups and comparisons to the budget

  • P6-Calculator flagged integration errors, mismatches, and potential incorrect charges for the PM

  • BI Reporting was developed for cost to date, forecasting, earned value, CPI, SPI and changes to-date

IT Portfolio Management in P6

IT Portfolio Streamlined with PeopleSoft and P6

IT Portfolio Management in P6

8 weeks to develop integrated system

Written by Nicole Jardin

Client Overview

The client is a large cancer research hospital in California. They use Primavera tools for portfolio and project management across the program management, IT and capital projects teams. The IT team was finding that the system was not giving them the project status and resourcing information they were hoping for. Nor could they ascertain what the resourcing, in-house and outsourced, capacity and efforts were for the short and long-term planning.

Challenges

  • Developing a new project management structure with new projects, upgrade projects and ongoing support work

  • Transparency for resourcing across multiple departments - reworking of roles, resource codes, employee ID from PeopleSoft

  • Overhauling the EPS, OBS, CAS, and WBS templates after completing workshops

Results

  • Led design sessions for changes to global structures, stage gate templates, and consistent deliverables

  • Remapping and migration was done with P6-Loader after each working session so management could see the changes right away

  • Training was delivered by Emerald using custom developed UPK content and small working sessions for the different business leaders and then team project managers

  • Management Dashboard for timesheet submissions, project stage gate and milestones from templates were developed

Integrated E-Business EAM to P6 for Multi-Plant Resource Scheduling

Oracle E-Business EAM Integration to P6

Integrated E-Business EAM to P6 for Multi-Plant Resource Scheduling

Global Production Management with P6

Written by Nicole Jardin

Client Overview

As Canada's largest potash mining organization with over 20 mines in North America, managing global production supply is critical. Planning daily production, weekly short outages and monthly maintenance days while implementing larger capital projects and major shutdowns is very challenging. Using spreadsheets and lists was not working particularly well for production planning and productivity analysis in real time.

Challenges

  • Consistent coordination of Shutdowns and Capital Projects in short work windows while maintaining production and productivity forecasting

  • Detailed scope planning and resource planning across underground and above ground skilled resources

  • Easy updating, forecasting and realtime earned value analysis during the shutdown work and contractor productivity

Results

  • Realtime updates from Oracle E-Business EAM into P6 for Projects, Work Orders, Tasks and Resources allowing for easier plan development for maintenance work, mini-outage work, turnaround work windows and capital programs across several plants

  • Implemented within 6 months including dev, test, QA, and production. P6-Loader was used to move the P6 coding structures, EPS, OBS, codes, UDFs, and resources in a matter of minutes and to maintain these environments.

  • Better analysis of planned resource requirements, spending planning and timeframes across the capital programs throughout the plants

  • Improved delivery on outage deadlines, timeframes and what-if capability particularly related to managing production capacity across the plants

  • Better understanding of mining equipment and productivity rates for improved forecasting. Reduced effort to build the schedules, allowing better management of the short 1-2 power outage windows.

  • P6-Calculator ensured auto-archiving of the projects and work orders to keep the P6 database clean and manageable and to produce rollup data for resources and flagging of integration changes

SAP Integrated to P6 with P6-Loader

Large Australian rail company uses the P6-Loader to integrate SAP to Primavera P6.

SAP Integrated to P6 with P6-Loader

Monthly cost loading made easy for hundreds of projects.

Written by Nicole Jardin

Client Overview

Large railway projects need a tremendous amount of coordination and strong scheduling. Managing monthly costs and updates from several regional contractors so that shareholders can be informed of status can be a challenge.

Challenges

  • Gathering updates from contractors working in remote regions to keep forecasting accurate

  • Ensuring costs were captured and validated against the schedule performance

Results

  • Streamlined the efforts of updating down from 4 person weeks to 2 person days. Data Imports by over 30%.

  • Errors and mismatches were reduced significantly

  • Several macros made this extract and upload much more reliable than manual inputs

  • Reloading every day during the update window was smooth

From Our Customer

SAP to P6 updates were easy to perform so that forecasting was much more accurate.

AVEVA->P6 Engineering Document Integration

We integrated Aveva with P6 to drastically reduce the time our client spent updating their capital projects

AVEVA->P6 Engineering Document Integration

Simplifying Engineering Updates

Written by Nicole Jardin

Client Overview

One of Canada's many potash companies runs all their capital projects with P6. With one scheduler on the team, it is difficult to keep up with the dozens of projects on the go to ensure monthly reporting is accurate.

Challenges

  • Updating some 20+ projects in P6 was time consuming at the end of each month

  • Mid-month reporting was not easy to do without spending extra hours to get all the updates into P6

  • Going over the updates with the extended team took a lot of coordination to schedule with so many people with different schedules

Results

  • Integrated documents statuses from Aveva

  • Templated the different task types and package types with preset calculation methods

  • Documents planned, in progress, completed, deleted

  • Set the start dates of tasks in progress, updated the percent completes and flagged changes to the tasks

  • Updated the resources - actual labor units

PIMS -> P6 Integration

Integration between PIMS and Primavera P6 ensures quality compliance reporting for large electrical company.

PIMS -> P6 Integration

compliance reporting made easy

Written by Nicole Jardin

Client Overview

Supplying Electricity to clients throughout Alberta requires strong program management. Ensuring that all regulatory reporting is complied with in multiple jurisdictions with differing rules and requirements can be a challenge.

Challenges

  • Ensuring regulatory reporting compliance was up-to-date and accurate on a daily basis let alone for monthly reporting

  • Managing changing conditions was difficult to ensure all stage gate reporting reflected these changes

Results

  • Integrated to PIMS key milestones for stage gates

  • Ensured consistent reporting - and reduced errors significantly

  • Automatic integration on project creation with templates with estimate dates

  • Within 4 weeks system was running

  • Cloud and on-premise integration