It might not seem like a big deal to give meaningful or unique names to your filters and layouts in Primavera P6, especially when they are your own user filters and layouts. After all, you made the filter and likely know what it’s for. However, having an abundance of unnamed filters can quickly become an issue.
Written by Sue Fermelia - Implementation Specialist
on Wednesday, 15 January 2025.
Posted in Primavera P6
EPS level activity codes can be created in Primavera P6 to be available to projects under a designated EPS. While this can help with the amount of activity codes at the Global level, you may want to carefully consider whether you want to add activity codes at the EPS level, as they can pose problems for you down the line.
Written by Sue Fermelia - Implementation Specialist
on Friday, 10 January 2025.
Posted in Primavera P6
With the new release of P6 v24 comes a flood of enhancements and new features that make P6 better and easier to use than ever! From a new, simple way to unlink your activities in P6 Client, to a whole new view for timesheets in Team Member, take a look at a few of our favorite new additions.
With the new release of P6 v24 comes a flood of enhancements and new features that make P6 better and easier to use than ever! From a new, simple way to unlink your activities in P6 Client, to a whole new view for timesheets in Team Member, take a look at a few of our favorite new additions.
New Features
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P6 EPPM Web: Access to Audit Data on the EPS page. The audit panel allows you to see the changes made in the selected tables in your preferred time period once job services are run, possibly on a nightly basis. Customize your view - choose the time period, tables to be included, and the filter you use, and print directly from the panel.
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P6 EPPM Client and P6 EPPM Web: Milestones allow assigning any relationship type to a milestone activity. You can import projects regardless of relationship types assigned to milestone activities, copy and paste milestone activities without losing any relationships, and change the type of activity (project or baseline) to a start or finish milestone without losing any relationships.
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P6 EPPM Client and P6 EPPM Web: Unlinking Activities is now an option to Unlink Activities in the Edit Menu of the Activities page, allowing you to easily unlink activities from their successors and/or predecessors.
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P6 EPPM Client: Importing Responsible Managers is now available as a data type in the Global tab of the XER import template. Choose whether you want to import it, with the default Keep Existing option, or select Do Not Import to prevent Responsible Managers from another OBS structure from being imported into your own. Alternatively you can select Update Existing to ensure your OBS structure is updated when the file is imported.
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P6 EPPM Client: Timesheet Approvals can be used to view, approve, or reject timesheets, as well as view and add Timesheet History Notes, and to send emails to the resource who submitted a timesheet. Delegates can also be selected to perform these tasks on the behalf of managers.
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For the full list of new features, enhancements, and bug fixes, please visit Oracle's site at the link below: https://docs.oracle.com/cd/E64687_01/EPPM/EPPM_CFO.html
Enhancements
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P6 EPPM Client: Improved Clarity in the Global Change Report. The Project ID and WBS code for all changed items is now displayed in the Global Change report, so that you can better understand the extent of the changes if applying the global change to more than one project.
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P6 EPPM Client: Preview Changes Before Committing to Updating a Baseline. Before changing your baseline data, you can now preview the effects those changes would have before committing. After previewing, you can update your changes and preview again as many times as you’d like before committing.
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P6 Team Member Web: The standard view is now the default when viewing the Timesheets page, while the classic view has been deprecated. Enjoy custom filters and views, various group and sort options, quick search functionality, the ability to add or hide columns in the grid, significant performance improvements during data loading, and a look and feel that is closer to the P6 interface.
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P6 Team Member Web: View the Description of Steps - In, you can see the descriptions of each step in the Steps section of the Activity Details tab of the progress panel, as well as in the Steps dialog box. The Step Details page for iOS also shows the descriptions of each step.
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P6 Team Member Web: Limit the Scope of the All filter for Completed Activities. The Timeframe for Completed Activities setting in the Preferences page allows you to select your preferred scope for the All filter when viewing completed activities. You can choose between 30, 60, 90 or 180 days. This is also available in the Settings of P6 for iOS.
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P6 EPPM Web: User Admin improvements for totaling active and inactive users and to administer security privileges in a easier manner.
on Friday, 10 January 2025.
Posted in News, Primavera P6
The OPC-Integrator is a new tool developed by Emerald’s team of Primavera specialists. A secure solution, the OPC-Integrator provides data extraction, loading, updating, and integrating in a quick and easy to use tool - one that both project users and administrators will find efficient and easy.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Wednesday, 27 November 2024.
Posted in Oracle Primavera Cloud (Prime)
Why don’t Safran Risk results match Oracle Primavera Risk Analysis (OPRA) results on impacted risk models?
A client recently reached out because they couldn’t get Safran’s results to match those from OPRA. What they have been finding is that occasionally the values from OPRA are significantly longer than those from Safran, particularly above P80 confidence levels.
Written by Ian Nicholson, P.Eng. - VP Solutions
on Wednesday, 13 November 2024.
Posted in Safran
Out of the box, Primavera Unifier boasts multiple layers of auditing capabilities, so that you can keep track of the changes made in just about all areas of your Unifier database. From audit logs detailing activity in individual modules, to running audit reports in your project shells, or carrying out system reports in your company workspace, there are many ways to stay informed of proceedings in Unifier.
In this blog, we will discuss running audit reports in a project shell. This combs the entire shell based on your search parameters and is a great way to get a comprehensive view of the activity in the shell. To access audit reports, first, navigate to the project shell that you wish to run the audit report in.
on Friday, 18 October 2024.
Posted in Primavera Unifier
In the Files app in Oracle Primavera Cloud (OPC), you can manage the files associated with your projects, portfolios, programs, and ideas.
For more detailed organization and management of project and program documents, you can create custom logs.
Each workspace has its own folder templates, which can be accessed in the workspace’s Files app - Folder Templates, keeping in mind the hierarchy. From here, you can set up folder templates that add folders and files, building the hierarchy you require.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Thursday, 10 October 2024.
Posted in Oracle Primavera Cloud (Prime)
Out of the box, Oracle Primavera Cloud (OPC) allows users to create, manage, and view custom dashboards, providing visual representations of data at the project, portfolio, program, and workspace levels. The elements available for display are, of course, dependent on the level you are creating the dashboard for.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Tuesday, 01 October 2024.
Posted in Oracle Primavera Cloud (Prime)
During project planning sessions, a variety of conditions are identified that must be met before work on a specific task can begin. These are the task constraints - conditions that could delay or prevent the task from starting. These constraints apply to specific tasks in the Tasks app.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Thursday, 26 September 2024.
Posted in Oracle Primavera Cloud (Prime)
Are you testing Oracle Primavera Cloud (OPC) software and wondering if it offers any Global Change functionality? OPC does have Global Change functionality, but please note that it may not fit with the Global Change functionality that you are accustomed to using.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Tuesday, 24 September 2024.
Posted in Oracle Primavera Cloud (Prime)
Have you used resource or role leveling in Oracle Primavera Cloud (OPC)? If not, you may find my observations interesting.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Tuesday, 17 September 2024.
Posted in Oracle Primavera Cloud (Prime)
Learn About Creating Direct Activity-to-Activity Logic Connections Between Activities in Different Projects in OPC
Are you looking to create direct activity-to-activity logic connections between activities in different projects in Oracle Primavera Cloud (OPC)? In my observations, if you are familiar with Primavera P6 (as an example), you will see that connections between activities in different projects are available in the Activities tab without necessarily opening both projects. However, in OPC you will notice a decided difference.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Tuesday, 27 August 2024.
Posted in Oracle Primavera Cloud (Prime)
Better resource assignment and unique loading options, record action column, and backup of layouts
Written by Ravi Wallau
Better resource assignment and unique loading options, record action column, and backup of layouts
New Features
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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.
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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.
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Layout backup option - you can now include layouts, reports, changes and filters in the daily P6-Loader backup.
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Export shift/shift periods from Primavera P6 and convert shift and shift periods from XER/XML files.
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Allow custom "CLEAR" cell values, and the value <CLEAR> is the default value to clean up P6 field values, UDFs, and codes.
on Tuesday, 30 July 2024.
Posted in News, P6-Loader
Configured fields are created in the context of an object and can be used in views on pages that support that object.
Configured fields in Oracle Primavera Cloud (OPC) can be created at the Workspace level. The configured field can be created to calculate a formula and populate the configured field with the result.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Wednesday, 24 July 2024.
Posted in Oracle Primavera Cloud (Prime)
Learn about the new features in P6-Loader v14.
Emerald just released P6-Loader v14 that features additional enhancements/functionality based on feedback from one of our clients.
The client wanted to add duplicate resources to activities using P6-Loader and also control what type of action to perform on a row in the P6-Loader sheet.
Written by Sue Fermelia - Implementation Specialist
on Wednesday, 17 July 2024.
Posted in P6-Loader
