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8/10/2019 Final P6 Tips and Tricks-Revised-022311
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2009 Oracle CorporationProprietary and Confidential
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Primavera: P6 Tips and Tricks
Day, Date, 2004
time p.m. ET
Teleconference Access:North America: xxxxInternational: xxxxPassword: Advisor
Teleconference Access:US & Canada: 888-259-4812
Toll Number: 706-679-4880
International Toll-Free:
See DOC#1148600.1
Password: advisorpg
Current Advisor WebcastSchedule DOC#740966.1
Archived Advisor WebcastsDOC#740964.1
Upcoming live webcasts and recent recordings:
February 24 2011: What is an ORA-600/ORA-7445 Error and
What Should I do About it? Update
March 1 2011
: EBS Oracle Database: 11gR2 SCAN Listener
Setup, Load Balancing and TAF
March 1 2011: PeopleSoft Treasury Maximize your
investments and reduce spending
March 2 2011: Demantra Post Production Support CommonIssues, Troubleshooting Tips and Maintaining Your Instance
March 3 2011: Database: Oracle Test Case Builder
March 8 2011: Security Assurance and the CPU Process
March 9 2011: PLM: How To Manipulate Product Structure Using
Excel (WEBADI.xls)
March 9 2011: MRP/SCP (Not ASCP) Common IssuesMarch 9 2011: Integration between Warehousing and
Manufacturing
March 10 2011: Job Cost Profit Recognition Overview
March 16 2011: Understanding the Enterprise Manager 11g,
Grid Control PSM #2
2011 Oracle Corporation Proprietary and Confidential
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The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decision. The
development, release, and timing of any features
or functionality described for Oracles products
remains at the sole discretion of Oracle.
Safe Harbor Statement
2010 Oracle Corporation Proprietary and Confidential
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P6 Tips and Tricks
Justin Laurie
Senior Technical Support Engineer
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Overview
Common Questions
Reporting Tips
Job Services
Popular Global Changes
Top KM Solutions
Available Resources
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Common Questions
How to use Hint Help
How to use Fill Down (KM 895619.1)
How is Summary Duration calculated? (KM 892655.1)
How are baseline dates calculated? (KM 893342.1) How to update cost using percent complete (KM 904120.1)
What can be imported from Excel? (KM 897838.1)
How to troubleshoot date issues (KM 894979.1)
How to merge projects (KM 893654.1)
How to import and export layouts (KM 903492.1)
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How to Use Hint Help
View, Hint Help
Displays definitions
and calculations
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How to Use Fill Down
Quickly modify multiple activities or
resource assignments without using a
Global Change
Highlight using Shift+click or Ctrl+click
Right-click on last item and choose Fill
Down
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How is Summary Duration
Calculated? If all activities under a grouping are using
the same calendar, the summary band willcalculate duration based on that calendar
If activities under a grouping are using adifferent calendar, the summary band willcalculate duration based on the ProjectDefault Calendar
In multiple projects, if activities under agrouping are using different calendars, andthe projects have a different Project
Default Calendar, the summary band willcalculate duration based on the GlobalDefault Calendar (same as 6.2.1 andearlier)
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How are Baseline Dates Calculated?
If the Current Project is set
as the baseline, the baseline
Start and Finish dates are
equal to the Planned Start
and Planned Finish
With a baseline assigned,
Baseline dates are
determined by the Earned
Value Calculation optionunderAdmin, Admin
Preferences, Earned Value
tab
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How to Cost Load and Update using
Percent Complete In the Calculations tab, check Recalculate Actual Units and Costswhen duration % complete changes and Update units when costs
change on resource assignments
Create a new Lumpsum labor resource set to calculate costs fromunits and defined the Price/Unit as $1/h
Assign the resource, then go to View, Columns and add theBudgeted Labor Cost column and input the lump sum cost for eachactivity
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What can be imported from Excel?
Must use Update Existing
All fields marked with an
asterisk can not be
imported
Subject areas: Activities
(TASK), Activity
Relationships (TASKPRED),
Expenses (PROJCOST),
Resources (RSRC),Resource Assignments
(TASKRSRC)
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How to Troubleshoot Date Issues
Dates are always calculated usingHours
The hours are then spread over the
activity calendar work time
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How to Merge Projects
There are two ways to
merge projects:
1) Open both projects
and copy/paste theWBS elements under
Project, WBS
2) Import one project
(XER) into the other
using Update Existing
during the import
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How to Import and Export Layouts
Layouts do not export with projects in
XER format and must be exported
separately
To import/export a layout choose View,
Layout, Open
Project Layouts can be exported with
projects using XML format
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Reporting Tips
Use Current Screen option
How to run Batch Reports (KM 899993.1)
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Use Current Screen
Go to Tools, Report
Wizard and choose Use
Current Screen
The columns, grouping,
filters, spreadsheet, etc.
displayed onscreen will
automatically be added
to the report in ReportWizard
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How to Run Batch Reports
Batch reports enable users to run multiple reports at
once
Go to Tools, Reports, Batch Reports to define the batch
In Reports View (Tools, Reports, Reports) click the
double green arrow to run a batch report
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Job Services
Using Job Services
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Using Job Services
Job Services is an optional install
Job Services can be found under Tools, Job Services
Job Services allow for intensive tasks to be scheduled to occur
during off-peak hours (Apply Actuals, Schedule, Batch
Reports, Export, Summarize)
Ensures data security and accuracy
Quick easy project backups and restore without IT
involvement
No extra licensing costs required
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Popular Global Changes
Setting Planned Dates equal to Start and Finish (KM 900195.1)
How to deprogress a project (KM 896067.1)
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Setting Planned Dates equal to Start
and Finish DatesBudgeted data is always spread over the Planned Dates,however; these dates can differ from the Start and Finish after
the project is in progress. Some users prefer to globally set
the Planned Dates equal to the Start and Finish so that the
Budgeted Data spreads over the same dates as the Actual andRemaining data.
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How to Deprogress a Project
Progress can be removed from aproject by using a series of GlobalChanges to reset the Actual Unitsto 0, reset the Activity Status toNot Started, and reset theRemaining Duration to equal theOriginal Duration.
The process requires three globalchanges.
First Global Change: Subject Area: Activity Resource
Assignments
If: Resource Type equals Material(use Labor or Non-labor for otherresource types)
Then: Actual Material Units = 0
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How to Deprogress a Project
(contd)
Second Global Change:
Subject Area: Activities
If: Where Activity Status is not equal to Not Started
Then: Activity Status equals Not Started
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How to Deprogress a Project
(contd)
Third Global Change: Add duration to activities by
running Global Change for Not Started activities
Subject Area: Activities
If: Where Activity Status is equal to Not Started
Then: Remaining Duration = Original Duration
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Top KM Documents
Troubleshooting AVAA0 Event Codes (KM 896644.1)
How to delete user preferences (KM 894279.1)
Security Profile Definitions (KM 897516.1)
Excel utilities used with SDK (KM 895537.1) How to import/export activity data via Excel (KM 903308.1)
Check Project Integrity (KM 1083481.1)
Percent Complete Fields (KM 891102.1)
Guide to Future Period Bucket Planning (KM 907520.1)
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Troubleshooting AVAA0 Event Codes
AVAA refers to the errorAccess Violation at Address followed
by a hash value for the memory address being
accessed. Access Violation errors are generated by the
operating system and they happen when an application tries
to access an area of memory that is not designated for thatapplication's use.
Try changing to a different layout
Try deleting User Preferences
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How to Delete User Preferences
Deleting the user preferences can sometimes resolve thefollowing issues:
AVAA or AVAA0 exceptions in layouts after upgrading fromP6 5.0 to P6 6.0 or later
Application Login Freezes at 98% for StandaloneEnvironments
P6 Crashes after login
Inability to save scheduling Options
Cannot log into Project Management because projects arebeing opened at the same time and login fails whenprojects are being opened for various reasons
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Security Profile Definitions
For a global profile, access
privileges apply to application-
wide information and settings
Each project profile is associated
with an organizational breakdown
structure (OBS) element to
determine which EPS structure
elements an individual user canaccess
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Excel Utilities available for use
with the Primavera SDK
There are four utilities that can be used with the SDK:
Activity.xls: Import and Export Activity Details, includinggeneral Activity Data, Relationships, Resource
Assignments, Code Assignments, Steps, Expenses, and UDFAssignments to/from Excel
Dictionary.xls: Import and Export all Global Dictionary datato/from Excel
Project.xls: Import and Export the EPS Structure andProject-level data to/from Excel
WBS.xls: Import and Export the WBS Structure datato/from Excel
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How to Import and Export Activity Data
to ExcelUse Activity.xls Utility
Check Project Integrity Utility:
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Check Project Integrity Utility:
Description of utility including detailed
SQL statements Check Project Integrity is a utility used to identify and correct errorsand inconsistent information in the database or projects
There are two types of integrity checks performed:
Data Join Integrity Check - Checks the entire database for data
join inconsistency
Data Value Integrity Check - Check the data values for the
current open project(s), NOT the entire database
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Percent Complete Calculations
Duration %: ((Original Duration - Remain
Duration) / Original Duration) * 100. Always
in the range 0 to 100
Schedule %: The Schedule % Complete
specifies how much of the activity's baselineduration has been completed so far
Physical %: Physical percent complete can be
manually entered by people familiar with
the status of the activity's work products orit can be based on the completion of
assigned Steps
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Guide to Future Period Bucket Planning
Future Bucket planning is the ability for a user to edit and
store Budgeted (Planned) and Remaining values in buckets for
Resource Assignments
Future Period Buckets can be viewed or entered from the
Resource Assignments and the Resource Usage Spreadsheetin the Activities View
Future Buckets would not be editable if:
Calendar is non-work time
The field is not Budgeted (Planned) or Remaining Units
Duration Type is not a Fixed Duration Type
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Available Resources
How to download from edelivery (KM 911662.1)
P6 Documentation on edelivery
How to receive notifications about releases (KM 1174934.1)
How to contact assigned technical support engineers
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How to download Primavera software
and documentation from E-Delivery
Website
http://edelivery.oracle.com
The difference between the Primavera Professional andPrimavera Enterprise Media Packs are:
Professional is the stand-alone
Enterprise is the networked version including ProgressReporter and P6 Web Access
http://edelivery.oracle.com/http://edelivery.oracle.com/8/10/2019 Final P6 Tips and Tricks-Revised-022311
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P6 Documentation downloadable at
htttp://edelivery.oracle.com
2010 Oracle Corporation Proprietary
and Confidential
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How To Receive Proactive Notifications
For New Oracle Product Releases
http://www.oracle.com
http://www.oracle.com/http://www.oracle.com/8/10/2019 Final P6 Tips and Tricks-Revised-022311
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How to Contact Assigned Technical
Support Representatives
To contact the representative assigned to an existing Service
Request by phone, call 1-800-223-1711. Enter prompt 1, then
9, then 1, and the SR number. The call will be routed directly
to the assigned representative.
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2010 Oracle Corporation Proprietary and Confidential
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THANK YOU