Deployed P6-Calculator to assist with resource rates varying by project since P6 does not allow more than 5 different rates

P6-Calculator allowed for different taxes, overhead and profits per resource for more flexibility in cost calculation

Calculated values in multiple currencies to allow for better transparency

Complex calculations of budgets versus actuals and percent completes allowed for easier forecasting in the field

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

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

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.

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.

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.

Successfully ran a $60M turnaround.

Gave them more time to focus on analyzing the schedule.

Less licenses of Primavera were required for updating progress.

They didn’t require a scheduler for updating progress and were able to use a summer student instead.

Emerald provided the client with the PCM-Archiver and assisted in getting it set up.

We had some challenges with large projects crashing and hanging up, but Emerald improved the program to overcome these issues

All of the projects have been successfully archived, and we have decommissioned the old PCM server.

PCM-Archiver extracted all record data, attachments, and PDFs of the default form into an archive location on the file system that doesn't need Primavera Contract Management, or any other special software, to access.

We made changes to PCM-Archiver to automatically rename attachment files with illegal characters when it downloads them.

PCM-Archiver already had logic to re-try operations when certain errors occurred, which we expanded to cover these new errors. This allowed the PCM-Archiver process to complete successfully.

Over 3 months, Emerald helped AHS extract the projects and work through some enhancements in the tool.

The client wanted an Excel sheet added to capture all fields from each document record to enhance the standard document printout so this was added to the tool.

PCM-Archiver extracted all record data, attachments, and PDFs of the default form into an archive location on the filesystem that doesn't need Primavera Contract Management, or any other special software, to access.

PCM-Archiver has a very flexible naming engine that was configured to use the names wanted by the client.

An incremental mode was added to PCM-Archiver that would allow archiving new documents only to accommodate the ongoing projects.

PCM-Archiver extracted all record data, attachments, and PDFs of the default form into an archive location on the filesystem that doesn't need Primavera Contract Management, or any other special software, to access.

PCM-Archiver extracted an Excel spreadsheet for each document that includes custom fields, as well as all other fields, on both the header and line item levels.

PCM-Archiver included a tab in the extracted spreadsheet for each document with attachments that includes information about who attached each file and when.

Deployed P6-Scrubber to facilitate the editing of XER and XML files.

Quick role prefixing or removing roles was needed, so Emerald added that option to the Simple Scrub module in P6-Scrubber.

MSP XML file scrubbing was added to the P6-Scrubber tool to facilitate the editing of these files.

Emerald Associates built additional checks and a custom report focusing on what was of importance to their team

P6-QA deployed on all databases to monitor project quality using out-of-the-box functions and customized checks

The DOT users are able to self-monitor their schedules without constant assistance from the firm saving countless hours of consulting time

Easily create projects in P6 from ZOHO Projects that land in the right EPS and have project codes critical for integrating to QuickBooks for accounting

Easily add in tasks and resource load the tasks to tie to roles and role rates in QuickBooks

Update tasks in ZOHO projects and integrate to P6 so that timesheets in Team Member can be updated and integrated into QuickBooks

Use TaskList Templates in ZOHO Projects to control the roles assigned in P6 for easier invoicing to clients

Updates for statuses and percent completes from ZOHO Projects integrated into P6