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REMINDERCheck in on the
COLLABORATE mobile app
Maintaining the full primavera suiteat a large company
Prepared by:Alexander VosDirector of Delivery and ServicesLoadspring Solution Inc
Session ID#: 200360
Loadspring Solutions
▪ 14 years Project Management solution provider
▪ Oracle Certified Gold Partner with P6R8 Specialization
▪ SpringBoard™ Portal for secure and easy application and
support access
▪ 2,500 companies and 50,000 users worldwide
▪ 25,000 Oracle/Primavera licenses 400,000 projects, 4.5 MM
activities daily
▪ Regionally synchronized Class A data centers
▪ 95% customer renewal rate
Create projects your way
Many morePortfolio/PM
Unifier
Doc/Cost Estimating CAD/BIM
Cloud enabled and support over 200 applications
Alexander Vos
■ Director of Delivery and Services for Loadspring Inc■ Graduated from ASU Masters in Engineering■ Background in construction on projects■ Involved with several implementations
Todays topics
■ User Management■ Importing and Migrating■ Archiving and Maintenance■ Metrics
User Management
This is a subtitle or bulleted list
User Management
■ Licenses■ Training■ Security Profiles
User summary information and history
GlobalView
License management
■ Easily Control & manage license access■ Monitor actual license use■ Supports named, concurrent, site licenses■ Ensure license compliance with vendors
P6 Provisioning
- Production DB
Training solutions
■ Recorded training lessons— Primavera P6 EPPM R8
— Primavera BI Publisher
— Primavera Contract Management v14
— SpringBoard usage training
— Customer created training
▪ Upload and provision your owntraining videos
▪ New student view tracking
▪ Custom quiz creation and results tracking
▪ Compliments in-person and UPK training
Training solutions
Importing and Migration
This is a subtitle or bulleted list
Importing and exporting options?
- Primavera Professional- XER- XML- Excel- P3- MS Project
- XML
- MPX
Importing and exporting options?
- R8.2 Web- XML- Excel
XER?
- Proprietary- XER imports global fields with no control- Databases get “flooded” with this global data- Not all systems can read an XER- Snowball effect on Analytics and reporting
What’s Wrong with the XER?
Can you find the .XER
XER
Migration
This is a subtitle or bulleted list
Migrations
■ SQL to Oracle (Backend)■ Individual Projects (Front end)
Migrations - Backend
■ SQL to Oracle Migration
Migration – Front End
■ Limited baselines per project to copy■ Export multiple files at a time■ Wait until all projects are migrated to consolidate or change
data■ Resource calendars cannot be made into project calendars,
these will have to be cleaned up after migration
Maintenance and Archiving
This is a subtitle or bulleted list
Functional Maintenance
Weekly Project/Activity CodesGlobal and Resource Calendars
Monthly UDF’s (User Defined Fields)Global ChangesArchiveOBS Deep Clean
Global vs. Project Calendars
■ Acceptable GlobalCalendars:
■ Convert all other GlobalCalendars to Project &reassign to all correspondingareas▪ Inherit holidays and
exceptions from GlobalCalendar must be set to<None>
Resource Calendars– Knowledge Base
Archive Tool
■ Simple archive solution
Metrics
This is a subtitle or bulleted list
Springboard Connect
Springboard Connect
Springboard Connect CM and P6 Grid
Please complete the sessionevaluationWe appreciate your feedback and insight
You may complete the session evaluation eitheron paper or online via the mobile app
■ Our purpose is to inform and educate our members on current and futurefunctionality of Oracle Primavera products, while offering a forum for peers toshare their experience and knowledge in the use of Primavera.
■ Educational opportunities across the Primavera product suite
■ Online Learning Series August 17th – September 4th
■ Call for presentation opening April 27th
■ Monthly Community Calls
■ 3rd Thursday of the month at 1:00 pm ET
■ Networking with other users within the Primavera community
■ Partnering with Oracle Primavera to meet the needs of our diversemembership.
■ Membership is open to anyone with an interest in the Oracle Primavera products,with no dues for membership. All members can vote on matters brought beforethe OPSIG. Membership requests may be reviewed by the OPSIG board.
OPSIG is the home forPrimavera Users