Articles tagged with: Program Management

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.


  • 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


  • 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

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.


  • 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


  • 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

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.


  • 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


  • 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.


  • 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


  • 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 to the Primavera Cloud Made Easy

Used the P6-Loader to move a client to the Primavera Cloud in two weeks.

In 2 weeks - all projects were ready

Written by Nicole Jardin

Client Overview

Project Management specialist overseeing a large building remediation program after Hurricane Sandy needed to move from on-premise P6 program development to the Primavera Cloud to share schedule information with Contractors and Owners Representatives.


  • Setup a new P6 environment in the Primavera Cloud within 2 weeks

  • Transfer all P6 program data for over 750 projects in a standalone PPM database

  • Over 400 baselines needed to be moved as well


  • Emerald provided P6-Loader aaS

  • Enterprise Data: built and loaded for EPS, OBS, Users, User Profiles

  • Global Data: merged and cleaned up while loading over 400 Resources and 50 Calendars

  • Project Data: 756 projects, 455 Baselines, 265,802 activities. Activity codes, resource assignments, and relationships were all transferred.

  • Approach - used a combination of XER and P6-Loader functionality

  • Saved weeks of manually re-creating global data, users/profiles, and baseline management. Went live 1 week after getting files.

Loading Fiscal Year Budgets Made Easy

Fiscal year budgeting is easy with PCM-Loader. Build or rework in Excel and load it up.

program reporting success

Written by Nicole Jardin

Client Overview

San Diego Unified School District is the second largest school district in California with an operating budget of over $1 Billion per year and serves more than 130,000 students in pre-school through grade 12. The district was a long time user of Primavera P6 and Primavera Contract Management, which were used to manage their construction and maintenance projects.


  • Large amounts of budget data needed to be entered into PCM

  • Budget Change reporting was not reliable


  • Loaded in all the budgets within a few days

  • Easily reloaded the budgets when changed

  • Saved hundreds of hours

  • Reporting was correct and reliable

From Our Customer

“[We have] all of the budgets established using the PCM-Loader and that’s been a big help.”  - Joel Splittgerber, Program Controls Manager