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Articles in Category: Primavera P6

Why Give Meaningful Names to Filters and Layouts in P6?

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.

Are EPS Level Activity Codes Worth the Hassle?

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.

Primavera P6 v24 - New Release

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.

January 10, 2025

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

  • 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

Enhancements

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • P6 EPPM Web: User Admin improvements for totaling active and inactive users and to administer security privileges in a easier manner.

New Functionality in Primavera P6 Professional v23.10

Range Copy/Range Paste, Project Count, CPP Format Export, Import from Excel

There are several new pieces of functionality in P6 Professional v23.10. We will start with a high level look at a few of the elements. One of the new pieces of functionality added allows users to paste multiple data entries from Excel directly into P6 Professional using range copy/range paste. Copy/Paste of a range is available in both directions: Excel to P6 or P6 to Excel. From P6 to Excel select the range, right click and select Range Copy (or use Shift+Ctrl+C), and then paste the range into Excel.

From P6 to Excel select the range, right click and select Range Copy (or use Shift+Ctrl+C), and then paste the range into Excel.


Early Dates, Late Dates and Total Float in Primavera P6

Primavera P6 utilizes CPM or Critical Path Method Scheduling. Using the activity information in a P6 schedule file, the early and late dates are calculated when the project is scheduled. P6 uses the activity durations and the relationships between the activities to calculate schedule dates. The schedule calculations are completed in two passes: the forward pass in the scheduling process calculates the early dates of each of the activities and the backward pass calculates the late dates. If the activity information (durations or logic) in your P6 schedule is incomplete or incorrect, scheduling results will be affected.

Primavera P6 Professional - Added Functionality to Keep in Mind

Do you monitor the ‘What’s New’ information for new versions of Primavera P6? Here are a few things to keep in mind when working in the P6 Client. For those using P6 v20.4 (or higher), there are a couple of new pieces of functionality (introduced in v20.4 of P6 Professional) that can prove helpful. This functionality allows the addition of comments about relationships as well as the functionality allowing role prices to vary over time.

Regarding the functionality to add comments about relationships, I am not suggesting that every relationship line in your P6 schedule requires comments added; however, in some circumstances it can be a handy functionality. The comments column can be added in the relationship details tab (predecessors/successors or relationships) and then the comments required can be added. Perhaps you have a lag on the relationship, or, like below, you want to confirm a relationship. Relationship comments are plain text and can be up to 250 characters long.

Restoring Deleted P6 Data - Never Happens Right?

A solution for common cases of accidental data deletion in Primavera P6

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Accidental deletion of important data is something that happens. Everyone has done it at some point.

In Primavera P6 EPPM, some of the most common cases of accidental data deletion are:

  • Deletion of the wrong resource
  • Deletion of the wrong project
  • Deletion of the wrong WBS node or nodes

Resource Curves and Activity Settings in Primavera P6

Your project schedule has been created with no resource curves incorporated. (Resource curves are not always required.) Suddenly, during project execution and reporting, the project is displaying issues. Budget labor, actual labor units and at completion labor units are out of sync. In checking your schedule, it is one section of the schedule which looks to be displaying the issue. You find one of the schedulers has added resource curves to activity resources. At the time of the change, a number of the activities already had progress posted to them. What can happen when resource curves are added or changed after progress has been posted to activities? (Please note this is an example of what can happen given the settings and information scenario that was present at the time. My intent is purely to share what can happen.)

P6 Caching - Not Ready for Prime Time

We have been using P6 v18.x with several clients and have seen some differing behavior related to caching. It appears the problem may have started as early as P6 v16.x. These clients are in varying environments; P6 Oracle SaaS, EAI Hosted, and on-premise - In short, anywhere where Oracle Cloud Connect is utilized.

We were excited to see the new form of caching that appeared in v17.x. We have clients with poor internet access and P6Web is not adequate for their needs - they need P6 Client. Everyone knows that P6 Client is very chatty and needs good bandwidth to work properly, so the idea that we can cache data and do heavy lifting on our desktop rather than on the server far away was great.

Are You Importing Unwanted RISK TYPES?

Remember our good old friend the POBS Table? Well, we have a new friend in town that is introducing itself to our database in the form of the RISKTYPE table. We have discovered numerous clients are importing XER files to their database that include a large number of Risk Categories, sometimes tens of thousands of them. No one knows where they originated, but they are multiplying and wreaking havoc.

The problem comes when an export file is created with unwanted Risk Types and imported into another database, creating more values in the destination database. The destination database then could share their large number of Risk Types to another database. Each time, the RISKTYPE table is passed along, it grows, spreading and infecting more and more databases.

P6-Scrubber - Keep Your Primavera P6 Clean!

Introducing our Latest Primavera P6 Add-on

Are you importing schedules into scrubbing databases, taking out all the unwanted data you don't want to pollute your production database, re-exporting the schedule and then importing it into the database where it should have gone in the first place?

Do you have required specifications your contractors need to follow for their schedules, but have a hard time knowing whether those details are missing or incorrect until you've already imported them?

Do you want to ensure you are not importing POBS tables and corrupted RISKTYPE tables?

That's a lot of quality assurance to do! Maintaining your corporate data standards for dashboarding and reporting can be a full time job, especially when project teams have their own coding structures and requirements for their P6 Environment.

Don't worry; there's relief. Emerald has developed a new tool that will do all that work for you! We are now introducing P6-Scrubber.