Oracle Primavera P6 PRO R8 Tips & tricks
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1) The document provides tips and tricks for using Oracle Primavera P6, including how to use the fill down command, import XML files, leverage hotkeys, set indicators for critical activities, and use user defined fields to manage layouts. 2) It describes how to display the "true current schedule" using user defined fields and global changes to capture actual start and finish dates. 3) The document also provides guidance on using activity steps to capture work details, dealing with "fractured durations" caused by inconsistent time units, and correcting start times that default to 12:00am.
Oracle Primavera P6 PRO R8 Tips & tricks
- 1. Oracle Primavera P6 Pro R8 Tips & Tricks:• Fill Down Command • XML File Import • Primavera Hotkeys • Indicators for Schedule Performance • User Defined Fields to Manage Layouts • How to display the “true current schedule” • Set a “Day of Week” Column for Start • Activity Steps – details and earned value • Dealing with “fractured durations” • Dealing with “12:00am” start dates Fill Down Command:When the same value needs to be copied to other rows in a column, the fill down feature lets you do that quickly. • Process: 1) Works in all windows with table views. 2) Select a source “cell” in a row 3) Select one or more “destination” rows 4) Copy the source value to the destination rows using either “Edit, Fill Down” or “Ctrl-E”.
- 2. Example – Fill Down:- XML File Import:The XML file import format allows a greater level of control for importing "Global" data than XER imports. • Process: 1) File, Import... • XML Export/Import is limited to a single project • XER Export/Import supports multiple projects • P6 EPPM (web) only supports XML • XML supports more choices for Global Data Import Control.
- 3. XML File Import:- Primavera Hotkeys:- There are various Hotkeys available within P6 Client.
- 4. Indicators for Critical Activities:• User Defined Fields, Type = Indicator • Manage manually or with Global Change • Example: 1. Create an Indicator for “Critical” 2. Create a Global Change to Set Indicator to Red if the activity is critical Using a combination of Global Change and “Indicators” you can graphically communicate in a Layout. Indicator for Critical Activity:• For Activity List Reports (no bar chart) 1. Create a User Defined Field 2. Set up as a column in a Layout
- 5. 3. Create and Execute a Global Change 4. Global Change populates the column User Defined Fields to Manage Layouts • User Defined Fields can be very flexible to use • UDF’s are Global Data, so you need to be careful onoveruse. Sometimes we need something faster, easier and more flexible to help manage special presentation Layouts. • User Defined Fields can be very flexible to use
- 6. • UDF’s are Global Data, so you need to be careful on overuse. User Defined Fields in Layouts • In this Layout, we are comparing the current critical path with the activity status of the previous month. • The Filter UDF is used to manually select the specific activities to include in the layout. • The Sort UDF is used to arrange the activities in a specific order that might not bepossible with traditional sorting options. • The final Layout is captured (SnagIt) and pasted into PowerPoint and annotated for presentation to client.
- 7. How to display the “True Current Schedule” • Possible cause: When you status an activity, P6 saves the current ES/EF (at the time the activity is statused) as the “Current” Start and Finish dates. Occasionally, before recalculating a schedule I am reviewing (to determine if the schedule was calculated) I save the currentschedule as a baseline and get a surprise or two. • Possible cause: When you status an activity, P6 saves the current ES/EF (at the time the activity is statused) as the “Current” Start and Finish date.
- 8. How to display the “True Current Schedule” Quick solution: Create User Defined Fields to capture the actual “Current Dates” with a Global Change. Then set up a Bar using the UDF’s to define the start finish.
- 9. Solution: Create User Defined Fields to capture the actual “Current Dates” with a Global Change. Then set up a Bar using the UDF’s to define the start and finish. This Layout shows the “True Current Schedule”. This Layout is useful when receiving a schedule submittal from a contractor and you want to calculate the schedule and check for variances after the calculation. (Variances would be caused by modifying the schedule but not calculating the schedule before creating the submittal copy). Set a “Day of Week” Column for Start Add a “Day of week” column to make your tabular report or Activity Label communicate better.. • Create a User Define Text Field “Day of Week” • Create and execute a Global Change that sets the UDF to “Day of Week” for the Activity Start Date.
- 10. • Create and execute a Global Change that sets the UDF to “Day of Week” for the Activity Start Date. • Review audit report
- 11. • Custom Field available for Layouts and Reports Activity Steps – Detail for Summary Activities:Keeping the schedule from getting too detailed is a constant battle. Try “Steps” to capture detail within activities. • Activity Steps can be used to define more detailed elements of an activity. • Very useful when you want to limit the number of detailed activities but still provide visibility to detailed elements of the work. • Steps can also be used to drive activity percent complete to support earned value metrics.
- 12. Activity Steps – Detail for Summary Activities:Keeping the schedule from getting too detailed is a constant battle. Try “Steps” to capture detail within activities.
- 13. Dealing with “fractured durations”
- 14. • Before submitting a schedule update, turn on durations decimals and display time to see if you have this problem. • Follow the logic to the source (in this case, Activity E1300) and change the completion time to 5:00 PM and reschedule (F9). • The problem is corrected from the Data Date forward. • Dealing with “12:00am” start dates:- • Notice all the “12:00 AM” Actual Starts? • Some schedulers insist that if you don’t “Turn on Time” that P6 will default to 12:00 AM dates for Actuals instead of the Calendar Start and Finish times. • I’ve found that to not be true in schedules that originate in P6 but seems to be very common in schedules originating in P3 and then imported to P6.
- 15. • When you import from P3 to P6, always check your times and correct them (this is normal “cleanup” when importing P3 files). • Always turn on “Display Time” to be sure you don’t have this problem.