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Articles tagged with: P6-Loader

P6-Loader v15 - New Release

In this release of P6-Loader v15, Emerald has added additional UDF merging options for better control. Layouts and filter controls have been greatly expanded, with a layout usage sheet and loader sheet to deal with user layouts. Resources can now be remapped when copying layouts.

March 26, 2025

Written by Ravi Wallau

In this release of P6-Loader v15, Emerald has added additional UDF merging options for better control. Layouts and filter controls have been greatly expanded, with a layout usage sheet and loader sheet to deal with user layouts. Resources can now be remapped when copying layouts.

New Features

  • SQLite - Reading SQLite files and converting them into Excel files with global and project data.

  • Process One Row at a Time - Disable batching completely when dealing with large changes, such as deleting code types, UDF types, and projects. This can also be useful when loading data, if P6 is unable to save certain updates.

  • Layout Usage Sheet - Know which layouts and filters are in the database, and which filters exist and/or are active inside each layout, as well as which of these filters are user, layout, or global filters. The sheet also lists the Gantt bars in the layout, if they are visible or not, and which filter they reference.

  • Layout Usage Sheet Loader - Allows the team to clean up user filters from layouts, including global layouts. Replace a layout/user filter reference with a global filter, change the filter reference, and save the filter blob in the proper area in the layout, so that Gantt bar filters can be edited by users other than the original creators of the filter. This is a key tool for keeping your layouts usable over time.

  • Task Dissolving - The P6-Loader can now dissolve tasks, keeping relationships working correctly in the project.

Enhancements

  • Improvements in the UDF Merge Sheet - More merge options and more control regarding which values to keep/remove in the sheet.

  • Resource Remapping - When copying layouts, in addition to remapping code types, code values, users, and UDF types, the P6-Loader can now remap resources as well.

P6-Loader v14 - New Release

Better resource assignment and unique loading options, record action column, and backup of layouts

July 30, 2024

Written by Ravi Wallau

Better resource assignment and unique loading options, record action column, and backup of layouts

New Features

  • Better resource assignment and unique loading options - an auto-assignable UDF in the resource assignments can be used to match UDFs when loading and is assigned automatically when loading and extracting resource assignments.

  • Record action column - adds the ability to specify which action is expected from that record. For example, if you want to ensure that a given user can only be updated but not inserted, the action would be UPDATE.

  • Layout backup option - you can now include layouts, reports, changes and filters in the daily P6-Loader backup.

  • Export shift/shift periods from Primavera P6 and convert shift and shift periods from XER/XML files.

  • Allow custom "CLEAR" cell values, and the value <CLEAR> is the default value to clean up P6 field values, UDFs, and codes.

Enhancements

  • Fixes a bug that would prevent date fields from being cleared in P6.

P6-Loader v13 - New Release

Easier Hierarchies and Fragnet Templating

February 9, 2024

Written by Ravi Wallau

Easier Hierarchies and Fragnet Templating

New Features

  • Easier to work with hierarchical fields - WBS, Resources, Roles, Codes, EPS, OBS, and Cost Accounts.

  • Full path extracting and loading for all hierarchical codes makes working with these hierarchies easier in Excel. Several new fields were added including the full code path field and a field showing the level of the hierarchy. This makes building hierarchies in Excel easier and loading them into P6 less error prone. Separator definitions are now also configurable.

  • Allows importing of WBS with their codes (without needing the path) if they are unique across a project

  • WBS template fragnet loader - You can take advantage of WBS templates built in P6 within P6-Loader to copy WBS nodes, activities, resources assignments, logic, steps, and expenses from one or many templates and fill in any placeholders for activity ID and names as you generate new WBSs into your project. You can also assign UDFs and codes to WBS, activities and resource assignments while applying a template. This is like the old P3 Fragnets on steroids.

  • Improving the handling of spread information to allow quarterly and yearly spread extractions are back. Manual spread loading of these spread periods is not supported.

  • Automatically starts activities when loading resource assignment period actuals.

Enhancements

  • Better error handling with the API when loading batches and better controlling of batching.

  • Includes project names and activity names in the relationship sheet when extracting.

  • Fixes a problem that would occur when trying to extract project data with no projects selected.

  • Better use of UI space in the bottom toolbar.

P6-Loader Used to Help Client Upgrade P6 and Clean Database

Emerald Helps Midstream O&G Client to Upgrade P6 and Clean Database with P6-Loader SaaS

Emerald Helps Midstream O&G Client to Upgrade P6 and Clean Database with P6-Loader SaaS

Client Overview

Client is one of the largest midstream oil and gas operators in Canada. The company services oil and gas producers in Western Canada and transports natural gas liquids to markets throughout North America.

Challenges

  • Client required their Primavera P6 database to be upgraded to v21.

  • Along with the upgrade, areas were identified where data needed to be cleaned up.

  • P6 security is a little different in the new version of P6, and the client asked for assistance with security for P6 users in the new P6 version.

Results

  • The database upgrade was completed.

  • The P6-Loader was used to review the data for potential areas of clean-up. The P6-Loader Usage Reports provided a quick and consolidated summary, so we were able to clean up UDFs, codes, and calendars.

  • We reviewed the security in the new version and addressed the option selections in security profiles and made sure they were set up correctly.

Client Expands the Use of TAPS and P6-Loader to Their Western Division

TAPS and P6-Loader help client streamline their turnaround schedule development and maintenance

TAPS and P6-Loader help client streamline their turnaround schedule development and maintenance

Written by Mary Lynn Backstrom

Client Overview

Client is a large Canadian petrochemical company that has been in operation since 1954. They have expanded the use of P6-Loader and TAPS from their site in Eastern Canada to now include their Western Canada site.

Challenges

  • Client was updating P6 manually at the end of each shift during their turnarounds

  • They needed a way to make P6 updates quick and error-free

  • Client also wanted to help streamline their scheduling processes

Results

  • TAPS is providing the turnaround team with quick, easy to use schedule updates

  • TAPS is improving the accuracy and speed of updates as well as the overall update process

  • P6-Loader is currently proving an asset in building turnaround schedules as well as processing changes for the Western Canada site

Bucket Planning with the P6-Loader

Watch how you can do bucket planning with the P6-Loader in this mini clip.

Primavera P6 will spread out resource units and costs evenly throughout the life of an activity by default. This is not always an accurate reflection of resource usage. In this mini clip, we will briefly discuss and demonstrate how you can do accurate bucket planning using P6-Loader. Take a look to see how easily you can redistribute units and costs into particular time periods!

P6-Loader is a custom Primavera P6 add-on tool developed by Emerald Associates in order to simplify the process of loading, extracting, and updating Primavera P6 data, ensuring the process is smoother, easier, and much faster. In addition, P6-Loader boasts multiple utilities that allows you to clean up and work with your data in Primavera P6. Cloud-enabled and Oracle Cloud marketplace approved, P6-Loader can make your job a whole lot easier!
For more information, and to find out how Emerald's P6-Loader tool can help your company, please contact Emerald Associates.

Emerald Hosts Primavera P6 for US Engineering Company

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

  • The client wanted to move their in-house Primavera P6 environment to a cloud option with full time support.

  • Internal IT was overloaded with other initiatives and lacked expertise in maintaining their Primavera P6 environment.

  • They required the ability to maintain and analyze their Primavera P6 data in an easy, reliable manner.

Results

  • Their Primavera was moved to the Emerald hosting environment, which allowed Emerald to become their full time host and support model.

  • Emerald provides expertise in Primavera and provides complete support for their Primavera databases.

  • 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.

Emerald Helps Utility Company Move to the Oracle Cloud

Learn how Emerald helped client clean up Primavera P6 and move to the Oracle Cloud.

Client Overview

The client is a multi-faceted utility company that has multiple business units. They own and operate many substations and transmission lines that form part of the Alberta interconnected electric system. They provide water and wastewater services to more than 85 communities and industrial sites across Western Canada. The client also operates in the US and serves more than 780,000 people across 42 communities and 18 counties in Arizona, New Mexico and Texas, making it one of the largest private regulated water utilities in the U.S. Southwest.

Challenges

  • The client needed to consolidate several Primavera P6 databases, both shared and standalone, to move to the Oracle Cloud.

  • They needed the ability to manage appropriate levels of user access to the data for different business units once the databases were combined.

  • Required the ability to support and execute the Capital Delivery Model (CDM) with Phases and Stages defined.

  • Each business unit had different schedule requirements that were sometimes unique that needed to be maintained.

Results

  • Emerald analyzed the different databases and proposed business rules and clean up recommendations for each business unit and then consolidated the P6 databases into one database.

  • Business unit and user security rules were implemented to ensure data was secure and accessible to only the users who needed to access the schedules within each business unit.

  • Implemented schedule templates for each business unit that followed the corporate CDM requirements and provided consistency across the company for data analysis and reporting.

  • Analyzed each business unit requirement. Created naming conventions for individual requirements and consolidated shared attributes for corporate wide data.

  • Emerald used their P6-Loader tool to make the necessary adjustments for security and data changes that allowed the implementation to take much less time than manually entering the new and updated data in P6.

  • After going live, Emerald continues to provide Primavera support in the Oracle Cloud to the client adding new users and maintaining their environment.

P6-Loader Helps Consultant Manage Schedules for Multiple Clients

Learn how P6-Loader helped a consultant manage their clients' Primavera P6 schedules.

P6-Loader saved client a lot of their valuable time

Client Overview

Client is a one person company that manages schedules for many different clients.

Challenges

  • This client receives information on a regular basis for managing schedules for different companies. They needed an easier way to create resources and update rates in their P6 database to accommodate the creation of the schedules.

  • Client receives spreadsheets with activities and resource assignments. They needed an easier way to get this information into P6 to develop schedules.

  • They receive regular updates to existing schedules and required an easy method to change existing data in P6 to reflect changes made.

  • The user needed to upgrade their current P6 environment to the latest version but had minimal technical experience to do so.

Results

  • P6-Loader saved the client a large amount of time by allowing them to convert the data provided to them in spreadsheets to P6-Loader files to load in resource information.

  • They can quickly and easily copy the information to a P6-Loader sheet to load the data into P6 without having to retype it manually.

  • They are able to take information provided by their clients in spreadsheets to quickly update schedules using the P6-Loader.

  • Emerald provided support to purchase and upgrade the client's current P6 environment.

P6-Loader Keeps Turnaround on Track

Learn how a leading chemical and plastics manufacturer used P6-Loader to boost the efficiency of their contractor updates in P6

Updates Made Easy for Contractors and Schedulers

Client Overview

In operation since the mid 1900s, the client in this case study is a leading producer of plastics and chemicals, with nearly 2,500 employees, and plays a significant role in the global chemicals industry. They develop and manufacture materials for customers worldwide who produce consumer, industrial, and packaging products. The company has a strong focus on innovation, sustainability, and meeting the diverse needs of its many customers.

Challenges

  • The client had trouble getting contractor/scheduler updates for pre/post turnaround work

  • They were upgrading to the latest version of Primavera P6

  • They had unclean data that needed cleaning up

Results

  • The client can easily deal with their contractor updates by using Emerald's P6-Loader

  • They can easily extract and update resource availability and reload to Primavera P6

  • The P6-Loader eliminated manual input errors

P6-Loader v12 - Primavera P6 Project Creation

Watch how to create a P6 project in Microsoft Excel using the P6-Loader.

The P6-Loader is an add-on tool built by our team at Emerald Associates in order to simplify the process of loading and updating Primavera P6 data, ensuring the process is smoother, easier, and faster. Cloud-enabled and Oracle Cloud marketplace approved, the P6-Loader can make your job a whole lot easier! Take a look at this short video clip to learn how to create a P6 project in Microsoft Excel using the P6-Loader.

Interested in finding out more about the P6-Loader? Check out the links below!

P6-Loader Reduced the Time to Create and Edit Project Information in P6

A more efficient way to handle getting project information into P6 with the P6-Loader

P6 Administrators are able to analyze and clean up global data

Client Overview

Client is Canada’s premier nuclear science and technology organization. They are a world leader in developing peaceful and innovative applications from nuclear technology through expertise in physics, metallurgy, chemistry, biology and engineering.

Challenges

  • Schedulers were in need of a more efficient way to handle getting project information into P6

  • They wanted to add resources, edit rates, and add and edit codes

  • P6 administrators needed to clean up old data in P6 and manage their users in a more efficient way

Results

  • P6-Loader was deployed to schedulers, which significantly reduced the time to create and edit project information in P6

  • Administrators are able to analyze global data usage and clean up obsolete information using the Usage Sheets available in P6-Loader

  • Users are being added much more efficiently, using copy and paste features in Excel to quickly set user permissions from already existing users

P6-Loader Used to Help Cleanup Old Versions of P6 Before an Upgrade

Learn how Emerald Associates helped a client upgrade from P6 v16 to v21

P6 upgraded without any interruptions in service

Client Overview

Founded in the late 1900s, the client is one of the largest midstream oil and gas operators in Canada. The company services oil and gas producers in Western Canada and transports natural gas liquids to markets throughout North America. They have grown through a combination of organic growth and strategic acquisitions, enhancing their infrastructure and expanding their services to meet the demands of the natural gas industry.

Challenges

  • Upgrade Primavera P6 from version 16 to version 21 without any interruptions in service

  • Get all machines upgraded and deploy Primavera P6 so it can be worked on remotely as-needed without a loss of performance

Results

  • Deploy a test server for version 21

  • Migrate project data into the new version 21 server

  • Use Emerald's P6-Loader to help clean up old versions

P6-Loader Helped Client with Loading Data and P6 Cleanup

Learn how P6-Loader helped client cleanup their P6 environment

Philippine contractor uses P6-Loader to load from estimating into Primavera P6

Client Overview

Client is a large contractor in the Philippines. They wanted to be able to manage costs once a project was won, so a consistent coding structure across estimating, scheduling, cost controls and accounting was critical. However, the level of detail that each works with can vary greatly. Having a clear way of working all these systems together in an integrated manner can save a lot of time and money to the contractor and enhance their bottom line.

Challenges

  • Building a consistent structure for all costing to be done from estimating to accounting

  • Consistent resources, expenses, and cost accounts to ensure matching across the different project data and for ongoing performance measurement

  • Ongoing loading from estimating into Primavera P6 via Excel to speed up the process for project controls

Results

  • Reworked master P6 resource dictionary to cleanup labour, equipment and material resources for standardization

  • Ongoing loading from estimating for task level resources and expenses to bring a consistent and repeatable approach to estimating

  • Cleanup of activity coding to ensure phase, area, and discipline type reporting could be done with ease

  • Multi-currency development and data tracking using P6-Loader

P6-Loader Used for Project Cleanup

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

  • Clean up and upgrade Primavera P6 database from P6 v16 on-premise to P6 v22 in the Cloud.

  • Additionally, a standalone database was identified to be incorporated in the upgrade.

Results

  • The agreed database clean up and incorporation of the second database was carried out. The database was then upgraded and loaded to the cloud.

  • In addition to the clean-up and upgrade, training on the new version of P6 was presented.

  • Emerald used P6-Loader as a service to identify activity codes and UDFs currently not assigned to any activity IDs to facilitate dictionary cleanup.

  • 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.

Mervyn Brice - IT Project Manager