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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/
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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/
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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


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