Import/Export Improvements - Working with records in Excel has been significantly improved, with new features including the ability to add or delete line items during a Bulk Update, advance workflows through Excel, and the ability to import business process records across shells. Bulk updates using Excel can now be performed on CBS codes, Base and Change Commit Business Processes, General Spends, and Work Package Pickers, BPO, and BPO line item pickers.

New Integration Features - Microsoft 365 integration has been added, along with new REST API services. Users can use REST API to terminate records and create Work Packages. For cost sheets, users can use REST API to lock and unlock cost sheets, create cost sheet snapshots, and get names of cost sheet snapshots.

Mobile Changes (iOS & Android) - Added support for Geolocation using Mobile Devices, as well as support for project directories. Additionally, Unifier now allows the direct upload of files from your mobile device to Document Manager, with some restrictions.

For a full list of the new features, improvements, and bug fixes in Unifier v24, visit the What's New in Unifier page on Oracle's website.

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.

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.

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.

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.

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.

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

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.

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.

Layout backup option - you can now include layouts, reports, changes and filters in the daily P6-Loader backup.

Export shift/shift periods from Primavera P6 and convert shift and shift periods from XER/XML files.

Allow custom "CLEAR" cell values, and the value <CLEAR> is the default value to clean up P6 field values, UDFs, and codes.

Easier to work with hierarchical fields - WBS, Resources, Roles, Codes, EPS, OBS, and Cost Accounts.

Full path extracting and loading for all hierarchical codes makes working with these hierarchies easier in Excel. Several new fields were added including the full code path field and a field showing the level of the hierarchy. This makes building hierarchies in Excel easier and loading them into P6 less error prone. Separator definitions are now also configurable.

Allows importing of WBS with their codes (without needing the path) if they are unique across a project

WBS template fragnet loader - You can take advantage of WBS templates built in P6 within P6-Loader to copy WBS nodes, activities, resources assignments, logic, steps, and expenses from one or many templates and fill in any placeholders for activity ID and names as you generate new WBSs into your project. You can also assign UDFs and codes to WBS, activities and resource assignments while applying a template. This is like the old P3 Fragnets on steroids.

Improving the handling of spread information to allow quarterly and yearly spread extractions are back. Manual spread loading of these spread periods is not supported.

Automatically starts activities when loading resource assignment period actuals.

New UDFs to show variances and calculated values - P6-QA may report that you have activities that are overdue for updating, but are they over by 2 days or 2 months? And what is your project's critical path length index (CPLI) exactly? Now you can view these metrics right in P6 to know how close they are to your target values.

Indicators for resource assignments - P6-QA has reported you have resource assignments that are missing roles, actuals or perhaps are over budget. In this release, we've added indicator UDFs. P6-QA populates them to let you find the affected resource assignment with ease.

P6-Reporter Ready - We've added custom tables to our P6-Reporter tool that neatly arrange your P6-QA data, including all of the inspection details, so it's ready to be put into the reporting software of your choice.

P6-QA statistics can now be pushed into time-based graphics. Being able to critique different portions of your schedule to get a much better idea of the risks and timing of those risks.

Custom field copy - copy custom fields from the primary resource into the activity that holds it, or assign a value in a UDF or code based on the calendar the activity has selected. The rules are fully customizable, and it is possible to create match rules using regular expressions.

Required objects feature - check if your project has required objects based on pre-defined rules in the program, and fix the problem if possible or alert the user if that is not possible. For example, WAIT activities with a pre-defined duration and name format.

Global change feature - apply changes to project data based on pre-defined rules. For example, change the relationship type from the WAIT activity into its milestone's successors from SF to FF, once the milestone activities have reached a certain status.

Resource rate import - allow resource rates to be imported from an external system and applied as new resource rates to the resources, matching on resource codes. Shifts are taken into consideration if they are being used.

Dictionary synchronization - in some organizations you may have a project code and an activity code that must have the same values. With this feature, you can define a source code and the code values are synchronized to the target codes. The dictionaries are kept in sync, and if a value is moved in the source hierarchy, it is also moved in the target hierarchy.

As part of dictionary synchronization, it is also possible to copy the resource tree as a resource code dictionary.

Code assignment copy based on certain rules - for example, you can assign a code in the activity based on a corresponding code value in the primary resource for that activity.

It’s now possible to login to Safran Risk using Azure Active Directory

Advanced impact option that lets risks impact activities and costs in new ways. For example, it’s now possible to spread an absolute risk impact over multiple elements. You can also limit the number of mapped elements that will be impacted each iteration.

Column picker that lets you select which columns to show.The ability to add a number of new columns that lets you see the distribution values and more as columns.

If you’re using Risk Mapping for inputting activity duration uncertainty, it’s now possible to use all distributions here. You can also use absolute and relative.

New audits - UDF value, project, activity and code assignments

Users can be configured into categories. For example, P6-Internal, Standard, API, or by department, or by whichever criteria is needed. The User Category column is shown in all reports where there is a user column, and it is possible to filter by it.

It is possible to configure UDFs and code changes to be reported with the corresponding project, activity or resource record

Added the ability to easily limit the range of events retrieved from the server - for example, for the past 5 minutes, 15 minutes, etc.

UI changes - the reports are now all shown on the left side of the auditor web application and are grouped by type/subject leaving more space for the reports on the right side of the page

The EPS auditing now includes changes made to all records in the PROJWBS table, and it includes a column that shows the type of object that was changed

Added the ability to freeze columns. You can freeze 1 to 5 columns and those will always be visible when scrolling.

Automatic Report Package Generator - Functionality to generate a report package that contains a number of output chart images, a Word report, and an Excel report. The report package can be run and customized from the analyze tab.

The UI of the sensitivity analysis tab has been updated. It now also allows you to run sensitivity against a schedule summary and against the schedule types duration and start date.

Cost Module - It's now possible to have more than one top node and to set the type for each top node.

The import of external files now allows three options when updating an existing project: overwrite, update, and append.

Distribution Graph - It's now possible to set the target to the value of a user field. This allows you to set up target dates for all the activities in the schedule.

Notebook scrubbing - remove unwanted notebook types and/or rename them

Groups related projects together.

Analyzes the order in which key resources move between projects and groups in P6.

Automatically builds and maintains a project code hierarchy that shows the groups and projects in the order in which key resources visit them.

Automatically builds and maintains logic between projects and between groups that models the movement of these key resources.

Automatically adds or removes optional activities on the first or last project in a group to represent resource setup or teardown time.

Flags projects with an alert indicator UDF if required activities are missing.

XML support! Now the P6-Scrubber can scrub XER or XML files.

Simple prefix - lets you add a prefix to global objects such as resources, code types, UDFs, calendars, etc. to identify where it came from.

XML sanitation - when scrubbing an XML file, its contents are saved accordingly to the XML schema file. If the file cannot be imported into P6 EPPM because of schema errors, processing the file with the P6-Scrubber may fix it.

Version control - setting the version you are uploading back into P6 is now in the GUI for easier control for both XER and XML importing.

Parent role & resource - to land all the resources and roles in the scrubber file under a specific role or resource in the P6 database.

OBS definition - it is possible to choose an OBS that will be associated to the project when it is imported when scrubbing XER files.

SSO/ SAML support - if you are using SSO/ SAML for your P6 Cloud environment, you can perform SSO/ SAML login with the P6-Scrubber.

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.