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
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
Integration allows PMs to manage 20 projects at once
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
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Tracking costs to date on hundreds of projects manually was too time consuming
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Client forecasting was taking too long and overruns were being missed
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Senior management was not getting the reporting done in a timely manner
Results
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Integrated daily costs from Discoverer into P6 and PCM Contract Management
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Updated the external contract and PO costs into expenses
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Integrated the internal detailed resource costs into resources and forecasted onto the budget resource
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P6-Calculator did all the cost rollups and comparisons to the budget
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P6-Calculator flagged integration errors, mismatches, and potential incorrect charges for the PM
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BI Reporting was developed for cost to date, forecasting, earned value, CPI, SPI and changes to-date
Integrations Case Studies
P6-Calculator Case Studies
Manufacturing Case Studies
P6-Calculator News Articles
P6-Reporter News Articles
on Wednesday, 24 March 2021.
Posted in Case Studies
IT Portfolio Streamlined with PeopleSoft and 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
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Developing a new project management structure with new projects, upgrade projects and ongoing support work
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Transparency for resourcing across multiple departments - reworking of roles, resource codes, employee ID from PeopleSoft
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Overhauling the EPS, OBS, CAS, and WBS templates after completing workshops
Results
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Led design sessions for changes to global structures, stage gate templates, and consistent deliverables
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Remapping and migration was done with P6-Loader after each working session so management could see the changes right away
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Training was delivered by Emerald using custom developed UPK content and small working sessions for the different business leaders and then team project managers
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Management Dashboard for timesheet submissions, project stage gate and milestones from templates were developed
Custom Training Case Studies
Integrations Case Studies
Program Management Case Studies
Primavera P6 Case Studies
on Tuesday, 23 March 2021.
Posted in Case Studies
Oracle E-Business EAM Integration to P6
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
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Consistent coordination of Shutdowns and Capital Projects in short work windows while maintaining production and productivity forecasting
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Detailed scope planning and resource planning across underground and above ground skilled resources
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Easy updating, forecasting and realtime earned value analysis during the shutdown work and contractor productivity
Results
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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
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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.
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Better analysis of planned resource requirements, spending planning and timeframes across the capital programs throughout the plants
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Improved delivery on outage deadlines, timeframes and what-if capability particularly related to managing production capacity across the plants
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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.
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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
Integrations Case Studies
Program Management Case Studies
P6-Calculator Case Studies
on Monday, 22 March 2021.
Posted in Case Studies
Large Australian rail company uses the P6-Loader to integrate SAP to Primavera P6.
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.
Results
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Streamlined the efforts of updating down from 4 person weeks to 2 person days. Data Imports by over 30%.
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Errors and mismatches were reduced significantly
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Several macros made this extract and upload much more reliable than manual inputs
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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.
Integrations Case Studies
Transportation Case Studies
Primavera P6 Case Studies
on Sunday, 21 March 2021.
Posted in Case Studies
We integrated Aveva with P6 to drastically reduce the time our client spent updating their capital projects
Simplifying Engineering Updates
Written by Nicole Jardin
Client Overview
One of Canada's many potash companies runs all their capital projects with Primavera 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
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Updating some 20+ projects in P6 was time consuming at the end of each month
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Mid-month reporting was not easy to do without spending extra hours to get all the updates into P6
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Going over the updates with the extended team took a lot of coordination to schedule with so many people with different schedules
Results
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Integrated documents statuses from Aveva
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Templated the different task types and package types with preset calculation methods
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Documents planned, in progress, completed, deleted
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Set the start dates of tasks in progress, updated the percent completes and flagged changes to the tasks
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Updated the resources - actual labor units
Integrations Case Studies
on Sunday, 21 March 2021.
Posted in Case Studies
Integration between PIMS and Primavera P6 ensures quality compliance reporting for large electrical company.
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
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Ensuring regulatory reporting compliance was up-to-date and accurate on a daily basis let alone for monthly reporting
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Managing changing conditions was difficult to ensure all stage gate reporting reflected these changes
Results
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Integrated to PIMS key milestones for stage gates
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Ensured consistent reporting - and reduced errors significantly
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Automatic integration on project creation with templates with estimate dates
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Within 4 weeks system was running
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Cloud and on-premise integration
Integrations Case Studies
on Wednesday, 16 December 2020.
Posted in Case Studies
Integrating capital projects and maintenance work orders from Maximo to P6 allows detailed planning and resource management within P6.
Integrating capital projects and maintenance work orders from Maximo to P6 using Maximo IFACE tables and
EAI P6 Cloud API to allow detailed planning and resource management within P6. Create new tasks from P6 via Maximo Web Services when schedulers needed to add additional supporting tasks to the schedule and update tasks from P6 to Maximo via Informatica when the tasks are scheduled in P6.
- Projects - creating/update projects using a standard P6 template by geography and project type
- WBS - create/update work orders in weekly maintenance planning and yearly project planning. Update statuses
- Tasks - create/update/delete from work order tasks developed by engineering
- Resources - create/update resource crews as new ones are added to Maximo
- Resource Assignments - create/update resource assignments from Maximo. Allow P6 team to control hours as needed
- Steps - update summary data from work orders on summary tasks in projects for easier reporting and management
- P6 → Maximo - allow P6 to create tasks in Maximo for certain work types and update project start and finish dates
on Thursday, 15 June 2023.
Posted in Case Studies