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Aug

Another Reason for Not Using Global Calendars

Categories: P6 Calendars, P6 Professional, Uncategorized

Tags: Global Calendars, Primavera P6, Primavera P6 calendars

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by Bill Pepoon

Students who attend our Primavera P6 training classes know that we prefer to use Project Calendars rather than Global Calendars. One reason is that other users may have the ability to change Global Calendars, which means their changes are applied to any project using that Global Calendar. Obviously there are many situations where that would be a bad thing. Another reason is that when exporting a project that uses Global Calendars, those Global Calendars then wind up in the Global Calendars list of the recipient who imports the project. Frankly, the only time I want to see a project’s calendars is when I have that project open. And today’s blog deals with a very specific problem of exporting and importing schedules that use Global Calendars.

During one of our classes a student asked me to look at a schedule he had already started on a project his company was building. When I imported the schedule I ran the schedule calculation (F9) so that I could review the Schedule Log. During my review it became apparent that the project end date that I was seeing was different from what the student was seeing. My first thought was that he had forgotten to schedule the project prior to exporting the file, but even after hitting F9 the project end dates did not match. So what the heck was happening?

As it turned out, not only was my student using a Global Calendar, he was using a Global Calendar with the exact same name as a Global Calendar in my database. This rarely happens to me because even a basic 5-day calendar can be labeled so many different ways, such as:

5×8
5 x 8
5-8s
Five day calendar
5 day calendar

Anyway, I think you get the idea. My student had used one of the Global Calendars provided with the sample projects that are available when installing Primavera P6. I had the same Global Calendars in my database so, presto, it was easy for my student to pick a Global Calendar name that already existed in my database.

Primavera P6 will not overwrite Global Calendars when importing schedules. My version of the Global Calendar remained intact, which is probably a very good thing when you think about it. But as a result, my student and I had Global Calendars that were the same in name only. His actually had more holidays, so the project end date was later. That was the only reason we were getting different results.

Sharing schedules among databases always introduces concerns when global data is being used. Hopefully you will now understand why it is so important to use project-specific data as much as possible.

Jun

Exporting Groups of Projects

Categories: P6 Professional, Primavera P6

Tags: P6 Export, P6 Import, P6 Professional

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by Bill Pepoon

Backing up a Primavera P6 database is the best option for moving the entire set of project data – schedules, resources, calendars, layouts, etc. – to another computer. But if the only goal is to move a group of projects from one database to another, there is an easy way to do this very quickly.

We all know that a project must be open in order to be exported. So the first step is to simultaneously open all of the projects that need to be exported. Caveat: you cannot open more than 100,000 activities concurrently in P6 Professional but there is otherwise no limit to how many projects can be opened at the same time. For this reason I recommend exporting groups of projects based on either a Project Portfolio or EPS node.

In the first screenshot I have selected a group of projects based on their EPS Node. I can either highlight projects individually using Shift or Ctrl on the keyboard, or simply highlight the EPS Node itself:

Now that the projects are open I can then start the normal export process, as seen in the next two screenshots. The only difference is that I am selecting a common name for all of the projects. I typically name the file after the Project Portfolio or EPS Node to avoid confusing a group of projects with a single project. In this example I have called the common file, “Manufacturing Projects”:

When importing the group of projects I still have the option of importing some or all of the projects. Note that because I am importing back into the same database Primavera P6 is warning me that matches across the board were found.

That is all it takes to move a group of projects from one database to another. When I am working on construction claims this is a great way to send the attorneys all of the project files. The size of the common file will of course be larger than normal but XER files are text-based and generally never get too large to email as an attachment.

If you have any comments or questions please feel free to contact me.

Mar

How to Tell Which Data Fields Can be Imported via Excel

Categories: P6 Professional

Tags: Microsoft Excel, P6 Export, P6 Import, Primavera P6 Professional

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by Bill Pepoon

Microsoft Excel is a great interface for sharing and editing Primavera P6 data. I often send spreadsheets to clients for their input on data such as durations and budgets. For clients who do not own P6 or understand how to use it, Excel is an easy way to communicate changes. In fact, I typically request that my clients use spreadsheets to submit progress for updates; inputting progress manually inside P6 takes too long and introduces the possibility for errors.

It is very important to understand which data fields can be imported via Excel to avoid wasting time making changes in the spreadsheet. Thankfully, P6 will always warn us if we know where to look.

The quickest way to export P6 data to Excel is to right-click inside the Activity Table, which brings up the following menu:

There are some limitations, however, to this export method. Some of these limitations are:

All activities currently displayed in the Activity Table are exported; you must filter the activities in the Activity Table first to limit the number of activities being exported
All columns currently displayed in the Activity Table are exported; you must change the layout to see other columns or to limit how many columns are exported

Note that Activity ID, Activity Status, and WBS Code are always exported regardless of whether they are currently displayed. This is because P6 needs these references for any changes you might want to import back into P6.

The image below shows some typical data fields displayed when exporting directly from the Activity Table to Excel:

Here is how you can tell which data fields can be imported via Excel: data fields that have an asterisk (*) in the second row of the title can not be imported. In the above example Budgeted Total Cost has an asterisk. While this data can be exported directly from the Activity Table, any changes made to the budgets will not import. Similarly, changes can not be made to the Start or Finish dates; these are calculated fields. Activity Name and Original Duration, on the other hand, can be modified in Excel and the changes will import.

In the next example I am going to export P6 data using the spreadsheet template method. While this takes a little longer to set up, it offers the distinct advantage of allowing users to export:

Activity Relationships
Expenses
Resources
Resource Assignments

These are considered to be Subject Areas and each Subject Area will appear as a separate tab in Excel. More importantly, users can edit data in these tabs and import the changes back into P6. (There are some limitations to what type of data can be modified in which tabs that I will point out in a moment).

To create a spreadsheet template, select File > Export > Spreadsheet – (XLS):

Because I want to edit budgeted costs for my activities I have chosen the Resource Assignments Subject Area during the export process, as seen below:

Budgeted units and costs can only be modified in the Resource Assignments tab in Excel. Resource Assignments can be displayed in the Activities tab but any modifications made to the budgets in this tab will not import.

In the next screenshot I have selected Budgeted Cost as a data field.Note that the data field does not mention the type of resource (labor, nonlabor or material) because each resource assigned to the same activity will appear on a different line in the spreadsheet. P6 therefore does not need to be told the resource type.

The final image shows the spreadsheet created by the template. This time there is no asterisk in the Budgeted Cost title, meaning this data can be modified and imported back into P6.

But notice what can not be edited – the Activity Name. The Activity Name can only be edited in the Activity tab (which I did not include in this template) or in the initial spreadsheet exported from the Activity Table. Every tab has some limitations in terms of what data fields can be imported. The Subject Area should be your first clue.

In any case, that little asterisk is a big help once you realize what it means!

Sep

P6 EPPM vs. P6 Professional

Categories: P6 EPPM, P6 Professional

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by Bill Pepoon

Yesterday I delivered a P6 training session to a client who bought the enterprise (EPPM) version of this software for the wrong reason. There is a perception based on rather confusing marketing materials put together by Oracle that if you want to log in remotely to a database you must buy P6 EPPM. Nothing could be farther from the truth. But anyone who tries to muddle their way through Oracle’s website would have a hard time figuring this out.

P6 EPPM is web-enabled software. Notice I did not say “cloud” software. There is a big difference. When you buy P6 EPPM you still install it on a server in your offices. Once installed on a server, users access P6 EPPM using their Web browser. More on that in just a moment.

Deploying P6 EPPM in a large organization can certainly have benefits. Rather than installing P6 software on hundreds of computers you install it once. That is a pretty good deal and nearly as practical as true “cloud” software hosted on someone else’s servers. One of my clients has several hundred named users – meaning people who have access to the software – and not surprisingly they are using P6 EPPM.

So what about remote access using P6 Professional? Well, it’s not too difficult for anyone to gain remote access to a database regardless of which version of P6 they are using. You simply install the database on a server and users connect to it remotely using a Virtual Private Network (VPN) or some similar means of networking. Admittedly I know nothing about setting up a VPN but this is easy for an IT person to do. And most companies already have something like this in place already.

Because P6 EPPM is web-enabled, however, you are accessing files on the Internet. Lose your Internet connection and you are not getting any work done. With P6 Professional, you can install one database on your laptop and another on a regular server. This way you always have access to a database. Another advantage with P6 Professional is that using a Web browser is much slower than using software that resides on a computer. Each time you leave one window in P6 EPPM you are waiting for your browser to load another one. Unless you have a very fast Internet connection this will drive you a little crazy.

The Web browser introduces still another problem. P6 EPPM will not function correctly unless you are using Internet Explorer 8. Love Google Chrome? Too bad, because it will not work with P6 EPPM. And forget about using Mozilla Firefox as well. And frankly, who is still using IE 8 other than maybe Al Gore? Okay, that was a cheap shot at the guy who once claimed to have invented the Internet, but the point is most of us have already upgraded to something else – a long, long time ago.

Java also rears its ugly head in P6 EPPM, which requires a very specific version of Java that is several years old. Java is a programming language used by many applications and websites. Ironically, Oracle owns Java but P6 EPPM has to make do with a really old version. My client with the hundreds of named users quickly discovered that it had several different versions of Java installed on various machines. And during my class yesterday I could not get the Project Preferences pop-up window to appear no matter what I tried. Cursed Java strikes again!

(To be fair, P6 Professional also uses Java but because you are using the program in a standalone environment the older version of Java is not much of an issue).

So have I convinced you to switch to P6 EPPM yet? Look, P6 EPPM is fine for large organizations since it makes deployment much easier. But when I show people P6 Professional side-by-side with P6 EPPM, they always pick P6 Professional. If you have only a few named users, P6 Professional is easy to deploy. You might only need to install P6 EPPM once, but the last time I installed it required an entire weekend and several phone calls to Oracle Support.

When it comes down to scheduling projects – which is the point, after all – P6 Professional is easier to use, and much faster. But not to worry. P6 EPPM software includes P6 Optional Client in addition to the Web-enabled software, and P6 Optional Client is basically P6 Professional with just a few minor differences. Yet many people who purchase P6 EPPM are not even aware that another version of the program is included. Oracle simply does not explain this very well at all, but now you know!