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Articles tagged with: P6-Reporter

P6-Reporter Used to Capture and Report on P6 Data

Learn how P6-Reporter helped an engineering company in this case study.

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

  • Schedulers needed to create reports on how their projects in Primavera are progressing with convenient, easy to understand reporting and dashboards in Power BI.

  • Report creators needed to capture and report on historical data from their P6 databases.

Results

  • Emerald provided a solution using Oracle Data Access Connector that allows the client to connect and query data from their Oracle databases.

  • Emerald's P6-Reporter takes snapshots of data at points indicated by the client. This data is made available in Power BI tables for report trending.

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.

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 & EP-datawarehouse (now P6-Reporter) were added to the tools available to P6 users for enhanced functionality and efficiency.

P6-Reporter - Portfolio Resource Dashboard

Learn how a Portfolio Resource Dashboard can help in this short clip.

P6-Reporter - Creating a Snapshot

Watch how to create a snapshot in this P6-Reporter short video.

2022-06-15 - P6-Reporter Webinar - Now With Tableau Charts

Blog: P6-Reporter Self-Serve Dashboards for Turnarounds

Learn how P6-Reporter dashboards can help in Turnarounds in this blog article

A Look into P6-Reporter Custom Views

As you’d likely expect, EP-datawarehouse delivers you data in tables that represent your common P6 items: Projects, Activities, Resource Assignments, and Resources. There’s a lot you can do with these, but to create great reports, you’ll often want to manipulate these tables too:

  • prepare the data, so it’s ready to feed your visuals
  • prepare the data, so it can describe relationships between your data
  • reduce the amount of information being passed in so that your reports are light and responsive

P6-Reporter v3 - New Release

More charts. More insight. Understand your projects in ready to use, customizable reports in Power BI, Tableau or ODV.

February 14, 2022

Written by James Andrade

More charts. More insight. Understand your projects in ready to use, customizable reports in Power BI, Tableau or ODV.

New Features

  • New charts for resource allocation - see at a glance which resources are overallocated, then select a resource to see which dates are affected, which projects are using it, and how much float you have in each.

  • Gantt charts - select a resource and view how it is allocated across a series of projects.

  • Milestone Trending - see any of your milestones across your portfolio: where they're planned to be, where they are now, and if they're behind, how quickly you can expect to get caught up.

Enhancements

  • Green-ups are now expandable. Want to know the percent completion for each activity in a category and not just the category itself? Now you can.

  • More trending! Is your project headed in the right direction? Perhaps you've had a major setback and are getting caught-up, or perhaps you're falling steadily behind. Looking at current numbers only tells half the story. P6-Reporter reports built on top of EP-datawarehouse snapshots are the only way to see where your Primavera P6 projects have been so that you can tell where they are going. In here you'll find trending information for all costs, finish date and duration variances, as well as CPI and SPI over the course of your project.

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

Integrated Daily Cost Control - Discoverer to P6 and PCM

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

  • 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

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