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Articles tagged with: P6-Loader

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.

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

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 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.

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.

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

P6-Loader v10 - New Release

Version 10 of the P6-Loader now uses the Cloud API, a programming platform developed by Emerald to allow our apps to work with either the P6 API or the P6 Web Services. It also streamlines restoring and reassigning baselines and initiated support for the new P6 v20 objects.

May 3, 2021

Written by Ravi Wallau

Version 10 of the P6-Loader now uses the Cloud API, a programming platform developed by Emerald to allow our apps to work with either the P6 API or the P6 Web Services. It also streamlines restoring and reassigning baselines and initiated support for the new P6 v20 objects.

New Features

  • Restoring and reassigning baselines streamlined

  • The P6-Loader now uses the Cloud API, a programming platform developed by Emerald to allow our apps to work with either the P6 API or the P6 Web Services

  • The resource spread periods can now be imported correctly - in some cases, the spread information would not be imported correctly

  • Baseline projects can now be moved across projects more easily

  • A baseline can be assigned as the current baseline of the project in the baseline sheet itself

  • New Primavera v20 objects - financial period calendars, new role rates, resource assignment and role codes

Enhancements

  • Better session handling. The P6-Loader will disconnect properly from the P6 database when a session is no longer needed.

CAPPS Makes Updating Hundreds of Projects Easy

Remote PMs get updates in on time with CAPPS

Remote Project Managers get updates in on time

Written by Nicole Jardin

Client Overview

When managing a multi-million, country-wide building upgrade and retrofit program with over 150 project managers, getting timely updates is very challenging.

Challenges

  • Getting bi-weekly status updates from 150 remote project managers was taking over a week to accomplish

  • Capturing monthly costs in a timely manner to get the program reporting reviewed and validated without major overtime for the project controls team

  • Ensuring consistent updating of key milestones and schedule slippage analysis

  • Getting all PMs to take responsibility for the updates and the timelines and understanding inter-project dependency impacts

Results

  • P6-Loader was used to clean up project templates for some 500 projects in play to acquire consistency

  • CAPPS is used for weekly updates by over 150 PMs

  • The project controls teams review and approve all updates in P6 and discuss any anomalies with the PMs right away

  • CAPPS is allowing meeting updates to run more efficiently with the on-screen grid

  • Program management reporting is now being done with a lot less stress and overtime

  • P6-Calculator allows for flagging of variances and easy filtering of late and overdue items for the schedulers to find across hundreds of projects

Large US Refinery Implements Emerald Tools

Learn how this refinery used P6-Loader and TAPS to improve accuracy and speed when working with data in their P6 schedules and how they used EP-datawarehouse and custom dashboards to help with cost control and management visibility for their turnarounds.

Cost controls more effective and schedule updating more streamlined

Written by Sue Hopkins

Client Overview

Client is one of North America's largest integrated energy companies. Their Lima refinery was looking for a way to improve their turnarounds and create custom dashboards for better visibility for management.

Challenges

  • Their Lima refinery was looking for a way to have more effective cost controls for their turnarounds.

  • They needed a way to streamline data entry and schedule updating and reporting.

Results

  • Emerald's Turnaround Productivity Package - TAPS, P6-Loader, EP-dashboard, and EP-datawarehouse was implemented

  • Schedule updates are now completed in less than a quarter of the time. Updating takes a matter of minutes using TAPS, rather than several hours

  • P6-Loader streamlined the addition of found work to both the working schedule and the baseline schedule

  • EP-datawarehouse is used to store snapshotted data for multiple uses for EV and Trending

  • EP-dashboards utilize the snapshot data to create custom dashboards for management including Green-Ups, Inspections and S-Curves

From Our Customer

"Coming in at 6am instead of 4am each day made a big difference to our team; not only on a daily basis but by not being exhausted at the end of the turnaround. TAPS saved 600 grueling hours.”

-Ken Admire, Lead Planner/Scheduler

IT Portfolio Management in P6

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

  • 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

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

Moving from SAP to Primavera P6

Oil exploration company uses P6-Loader to migrate to Primavera P6 with speed and consistent data.

Proactive Not Reactive Portfolio Planning

Written by Nicole Jardin

Client Overview

Client is involved in the exploration, development and production of crude oil and gas in Colombia. They had numerous drilling projects that were being managed principally from SAP with difficulty.

Challenges

  • SAP was providing data too late to effectively manage projects

  • Spending overruns were common

  • Rig planning and completions forecasting was not reliable

Results

  • Implemented P6 for planning the drilling program

  • Migrated from SAP report into P6 - used the P6-Loader to load in projects, WBS, and costs

  • Easy visualization and comprehension of the plan in P6

  • Consistent templating of data across the portfolio

  • Saved weeks of data entry