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Articles tagged with: P6-Loader

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

P6 Upgrade, Implementation and EAI Tools

Learn how a client's P6 experience was improved with training, implementation, and EAI tools.

Emerald tools added enhanced functionality and efficiency

Client Overview

Client provides marine-related services to the Pacific Northwest. Within the group are three shipyards, an intermodal ferry and car float business, and also a tug and barge transportation company that serves both domestic and international markets.

Challenges

  • With the implementation of an integrated PMO System, they requested assistance as to best practices in the usage of P6.

  • Needed a better scheduling and project management reporting process.

  • Needed to upgrade their Primavera P6 to a new version and clean up their database.

Results

  • Emerald created additional databases in the hosted environment to add an archive and sandbox environment.

  • Emerald assisted with creation of a security structure to ease user access management.

  • Emerald worked with their team to address taking advantage of P6 coding, UDFs, and WBS structures for best reporting and EV results.

  • Emerald upgraded P6 and presented P6 training.

  • P6-Loader, P6-Auditor & P6-Reporter (previously EP-datawarehouse) were added to the tools available to P6 users for enhanced functionality and efficiency.

P6-Loader Used to Create a P6 Schedule

Learn how Emerald helped an oil refinery prepare for a turnaround using Primavera P6

Refinery used P6-Loader to create a P6 schedule prior to a turnaround starting

Client Overview

The client is one of the largest refineries in Canada. They were using CASP as their project management solution for their turnaround (TA). They moved to P6 EPPM six months before their TA and needed to get the historical data from CASP into P6 without delay while getting the team up-to-speed on P6.

Challenges

  • Previous turnarounds did not finish on time and on budget and were hard to manage.

  • They had more than 1000 work packages planned, but they were in Excel or on paper.

  • They had no schedulers familiar with P6.

  • Time was short - Emerald was put on the project only 6 months before the turnaround was starting.

Results

  • Emerald sent two implementation specialists four months before the TA started. They set up P6 and created a resource-loaded CPM schedule.

  • Used P6-Loader to automate grabbing simple Work Order, Task, and Resource sheets from Excel to create the P6 schedule. More packages were being developed and loaded right throughout the turnaround.

  • A full critical path schedule was built, resource leveling was developed, and reporting and metrics were standardized.

  • Emerald helped run their three subsequent TAs.

  • Utilized TAPS for updating progress of the activities.

P6-Loader v12 - Primavera P6 Database Backups

Watch how to create a database backup using P6-Loader v12.

Emerald Associates' P6-Loader tool has historically been able to extract information from Primavera P6, in addition to pushing information back into Primavera P6. Beforehand, this was only able to be done manually, which could be very time-consuming and extremely frustrating. Now we have added a functionality to P6-Loader to allow for the automatic backup of your partial or entire database, saving you precious time and hassle.

Take a look at this short video to learn how you can automatically run your Primavera P6 backups with Emerald's P6-Loader.

P6-Loader is a custom Primavera P6 add-on tool that was developed by our team of Primavera specialists here at 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. The user-friendly nature of the P6-Loader solution means that it can be used by any user without requiring database administrator knowledge or security privileges. Cloud-enabled and Oracle Cloud marketplace approved, P6-Loader can make your job a whole lot easier!

Interested in learning more about how the P6-Loader can help you and your team? Take a look at the links below!

P6-Loader v12 - New Release

Our latest version of the P6-Loader brings the ability to automate the backups out of P6 even from the Oracle P6 Cloud.

July 14, 2022

Written by Ravi Wallau

Our latest version of the P6-Loader brings the ability to automate the backups out of P6 even from the Oracle P6 Cloud.

New Features

  • Automation! The P6-Loader can now export files to the P6-Loader Excel and P6 XML (or both) formats on a daily and/or weekly and/or monthly frequency.

  • Global data automation - if automation is turned on for a given database, a full export of the database's global data is performed every day - it includes EPS, OBS, resources, roles, users, code dictionaries, UDF types, risk definitions, etc.

  • The list of tasks is not cleared when the P6-Loader is restarted.

  • P6 XML support - the P6-Loader can now export files to the P6 XML format.

  • Restore and administer your data more easily - with the ability to download the project and global files for a database as it was at a given point in time, recovering lost data and administering the database becomes much easier.

  • Resource assignment duplicate handling! It is now possible to load resource assignments even if you have duplicates in your P6 database. You can use the internal ID of the resource assignment or pick one or more UDFs to help the P6-Loader match the right one.

Enhancements

  • EPS caching of the list of projects shown during an extraction operation.

  • Fixes to some UI issues with the scrollbar disappearing.

P6-Loader v11 - New Release

Our latest version of the P6-Loader brings a new user-interface with the ability to save extract definition and new version 20 support, as well as UDF merging.

June 30, 2021

Written by Ravi Wallau

Our latest version of the P6-Loader brings a new user-interface with the ability to save extract definition and new version 20 support, as well as UDF merging.

New Features

  • New user-interface component with the ability to quickly search modules and projects

  • Added the ability to save frequently used extractions

  • Customizing columns to include in extraction files

  • UDF merge utility - allows you to easily merge UDF values - useful when importing XER/ XML files from different sources

Enhancements

  • New UI - The P6-Loader is now a React application with a completely redesigned look and feel

  • Uses the Emerald Cloud API for better controls of business functions

P6-Loader v11 - Primavera P6 Project Development

Watch a video of the P6-Loader in action

When you are creating a new project, whether using templates or starting from scratch, project development all starts with Excel. Emerald Associate's P6-Loader allows for data to be loaded and transferred easily back and forth between Excel and Primavera P6, going beyond the built-in import and export functionality of Primavera P6. Take a look at this short video to watch us consolidate a new project into a P6-Loader file and then load it quickly and easily right into Primavera P6.

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

Global Engineering Consultant Enhances P6 Usage

Learn how Emerald's tools are enhancing this Engineering Consulting Company's use of P6

P6-Loader and P6-Auditor provide the means to Enhance P6 Usage

Written by Sue Hopkins

Client Overview

Power Engineers is a global consulting engineering firm that offers complete and multi-discipline engineering, architecture and program management services.

Challenges

  • Power Engineers needed a way to easily administer multiple P6 databases and also update many projects on each update cycle.

  • Administration challenges were maintaining users and user profiles, and global data like activity codes.

  • On the updating side, updating actual costs and maintaining cross project relationships between contractor and owner schedules after each update cycle was really time consuming and error prone.

  • Administrators needed an effective way to view audit information in multiple databases for their large user base.

Results

  • One administrator is able to handle all user and codes maintenance for 10+ databases.

  • P6-Loader allows the team to continue to cost load much more quickly each month.

  • Handling cross project relationships is much less error prone now after receiving XERs from contractors on each update; it is a simple extract logic, change the project reference and reload!

  • The project controls team is able to tackle problems that they could not prior.

  • P6-Auditor has allowed them to keep a finger on the pulse of their schedules and gives them a means for disaster recovery.

From Our Customer

"P6-Loader enables me to do things that I wouldn't otherwise be able to do. It facilitates the ability to tackle problems that the infrastructure doesn't support. P6-Loader has been a quality and service enhancement."

John Moorman - Project Control Manager

Large Engineering Firm Moves to EAI Hosting

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

  • Client was looking for an alternative to the Oracle Cloud for them and the Department of Transportation (DOT) they were working with.

  • The Program Controls manager wanted faster response time on support tickets for four databases.

  • Needed a reliable environment for 80+ DOT users to fulfill their contract commitments.

Results

  • Moved hosting of four databases to the Emerald Cloud.

  • Decreased supported response time from days to hours

  • 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.

  • Added a second DOT client to Emerald's hosting environment two years later.

Large US Oil Company Implements P6-Loader and TAPS

One refinery using TAPS and P6-Loader saw great improvements in speed and accuracy when working with P6 data that the company rolled out the tools to all refineries.

Simplify the STO process from beginning to end

Client Overview

Client is an oil and gas company with a focus in refining and marketing petroleum products, processing natural gas and gas liquids, and manufacturing petrochemicals, polymers, and plastics.

Challenges

  • The Planners wanted to add information to their schedules in an easy way using information provided in spreadsheets.

  • The Washington state refinery was seeking to simplify and accelerate the input of progress.

  • The contracted master scheduler at the Ferndale Refinery had used P6-Loader and TAPS before and knew the tools would simplify their STO processes.

Results

  • TAPS was initially used at the Ferndale Refinery and saved so much time, it is used on turnarounds at all the company’s refineries now.

  • After using P6-Loader at the Ferndale refinery, the tool was purchased company-wide for use with all P6 databases.

P6-Calculator and P6-Reporter Makes Power BI Reporting a Breeze

Major North Eastern utility company uses P6-Reporter and P6-Calculator to improve their reporting.

regulatory metrics management

Client Overview

Major North Eastern utility using P6 to plan transmission and distribution maintenance and projects. The team needed to improve their ability to ensure that regulatory deliverables were being met while managing the deliverables in a more balanced and consistent manner.

Challenges

  • With hundreds of projects on the go across several states with different regulatory reporting requirements, setting standards across the team for consolidated management reporting was needed

  • Ensuring that regulatory commitment dates are met within the month, quarter and year was critical but very time consuming to manage

  • Giving the P6 scheduling team a quick way to find missing P6 information for coding and tracking milestone commitment dates was needed

Results

  • Using P6-Calculator to flag and count key in-service milestones within P6 and then snapshotted for use within Power BI

  • P6-Loader was used to cleanup manually created data that was used in the reporting to set up standards

  • P6-Reporter automatically snapshotted the reports every Monday at 8am to give management current reports for the weekly status meeting

  • P6-Calculator did automatic quarterly and monthly flagging for easy data validation across P6 and Power BI

  • Produced overall project metrics, in-service monitoring, construction readiness, and scheduling team production reporting

  • P6-Auditor allows for ongoing metrics for schedule performance on update counts to avoid bottlenecks and back dating tasks