Importing and Exporting From Microsoft Excel to Oracle Primavera P6

Importing and Exporting From Microsoft Excel to Oracle Primavera P6

Importing and Exporting From Microsoft Excel to Oracle Primavera P6

Importing and Exporting From Microsoft Excel

Microsoft Excel to Oracle Primavera P6

Oracle Primavera P6 Software

Microsoft Excel and Primavera P6 are two competing softwares for project management.This can become a problem. The issue can arise when a client who uses Microsoft Excel cannot access information because the project manager uses Primavera P6 or vice versa. Here is a step by step guide to importing and exporting important information, documents and or data from Microsoft Excel to Oracle Primavera P6.

How to Export From Microsoft to Primavera P6
1. Open projects from the Primavera P6 application. In the dropdown menu labeled File you will choose the “export” function.
2. When exporting it is important to make sure what one is exporting is appropriate with the system you are exporting to. To do this you will select the “Format” icon and choose the option that is compatible with the version of Microsoft that is being used.
3. Once you have exported your documents to the version of Microsoft that most compatible you will then have to choose “Microsoft Project” as the format for the file. You will then press the icon labeled “Next” which will take one to the screen for the export process.
4. Click the icon labeled “Export” for all the projects that are being exported.
5. Modify any changes that are needed. Once all the adjustments to the documents are finished press the “Next” icon.
6. After you checked your export settings click the “Finish” icon which will complete your task.

How to Import From Microsoft to Primavera P6
1. Open projects from Microsoft Excel.
2. Under “File” click the “Save As” icon.
3. When saving the document click “Save as type” which is a dropdown menu that will show “XML format.” Choose this and then click “Save.”
4. Go to Primavera P6 software and under “File” choose “Import” from the drop down menu.
5. A screen will pop up. This screen there will give you the option to select the import format. Select Microsoft Project XML. Then press the “Next” icon.
6. A new screen will pop up asking What Microsoft Project to import. Click the “Select” icon. This will bring all your files up that you have saved on your hard drive.
7. Select the project for import. Once selected click “Next” and then “Finish.”

After this the Microsoft Excel Project will download to Primavera P6 and the import will be complete.

Using Your Keyboard as a Shortcut for Oracle Primavera P6

Keyboard Shortcut for Oracle Primavera P6

Project Management Professional (PMP)

Oracle Primavera P6 Software

As a project manager one thing we always lack is time. Luckily, Primavera P6 understands this and has provided shortcuts in order to save you time. These shortcuts can be used for creating and editing projects, tasks, and assignments for easier accessibility. Here are some hot keys you can use for particular and common function done quickly with minimal effort.

Common Commands:

Open a new project – Ctrl N
New assignments are going to become part of the planning process in the beginning of any project. By having this hot key you can start new task while still have your other task open and readily available on your desktop.

Closing an opened project – Ctrl W

Open an existing project – Ctrl O
As a project manager all assignments and tasks are linked to a common project. With this in mind it is important to review past and existing projects to support the upcoming projects.

Printing Document – Ctrl P
Cut – Ctrl X
Paste – Ctrl V
Undo – Ctrl Z

Sometimes we edit our projects so much that we actually erase important artifacts. This is where the power of the undo function is, where it retraces important information that we ignorantly or mistakenly changed.
Select All – Ctrl A
Find – Ctrl F
Spell Check – F7

Spelling errors and grammatical errors can make your project look sloppy and careless. Using the spellcheck is a easy way to edit a document.
Schedule – F9
Replace – Ctrl R9
Refresh Current Screen – Ctrl F5

Menu Commands
File Menu – Alt F
Edit Menu – Alt E
View Menu – Alt V
Tools Menu – Alt T
Help Menu – Alt H

5 Advantages of the Oracle Primavera P6 Software

Advantages of Oracle Primavera P6 Software

Project Management Professional (PMP)

Oracle Primavera P6 Software

Oracle Primavera Software has a base of 430,000 customers in 175 countries. This software has revolutionized how project based industries engage, manage and communicate. Oracle Primavera P6 is understood to be a huge aid in supporting both small and large industries giving planners a cutting edge in how they deal with all aspects of their business. Here are some of the greatest advantages a company can have by using Oracle Primavera P6 software to their project based business.

Oracle Primavera Keeps a Project on Schedule:
The most important aspect of planning is creating a schedule. Sticking to a schedule will save time, money and other resources. This system not only assigns dates to project tasks but will also calculate when the project will be completed as well as how the tasks of the projects will need to be completed in order to stay on schedule.

Managing Resources:
Primavera P6 gives project managers a constant and consistently updated account on how resources are being used and allocated. Additionally, it will give a projection on how the resources will be used in the future. This knowledge will give project manager an idea on how to budget and inventory these resources.

Having a paper trail on how a project is going with data based evidence is necessary for project managers. By having this documentation, project managers can understand if the project is using its time and resources in the best possible ways. The tracking feature will provide layout on how all projects and assignments are completed, create reports and conform the consistent high quality of the project from beginning to end.

All Encompassing:
By using Primavera P6 you are creating a strong foundation for all your projects. This system gives you accounts based on the data that is organized, tracked, evaluated and analyzed in one system. Thus, anyone who would need to see how the project is being maintained will have visual accounts and documentation. Because of this project managers will make sure there will not be any violations or audits once the project is complete.

Breaks Down Big Projects into Small Manageable Task:
So many times project managers become overwhelmed with a project at hand creating unnecessary stress and frustration. Primavera P6 simplifies projects into smaller assignments with more attainable goals and tasks.

PMP Certification Exam Change: What to Expect?

Project Management Professional (PMP)

PMP Certification Exam

The Project Management Professional (PMP) is a job that is ever evolving. Due to it constantly changing, the PMP Certification exam also has to adjust and develop. The updated exam will take place on March 26, 2018. If you are taking it on/or March of the upcoming year you will have to study from the 6th edition PMBOK® Guide. But what are the major changes and how can you best prepare for the changes of the PMP exam?

Role Of Project Manager: There is a new chapter of the book that gives guidance to project managers on how to effectively direct their projects.

Knowledge Areas: There is a more extensive look into project integration management focusing on a new process termed manage project knowledge. Manage project knowledge is creating a strategy where what is learned is spread through all facets of the organization.

Project Scope Management: Little has changed in this section, though there is more emphasis on the partnership between business analysis and the project manager.

Project Quality Management: Perform quality assurance has changed to manage quality. This transition was done because most businesses and organizations lack quality assurance in the project but rather it is part of the operations in another department.

Change In Names: There are two sections in the book that are renamed. Project time management is now Schedule Management, where the author of this books argues that one cannot manage time. Project Human Resource Management is now named Project Resource Management, arguing that there is other resources than just that of humans.

Communications: There has been stress to define communications in the context of artifacts rather than dialogue.

Project Risk Management: Risk is being more generalized in the 6th addition compared to prior additions. Furthermore, the authors added a new risk response approach called Escalate.
Project Procurement Management: This section of the book got a facelift and has more of a global approach where before it was more regional focusing on North America.

What is a level of effort activity in Primavera P6?

Oracle Primavera P6

Effort Activity in Primavera P6

Level of Effort Activity Overview

The Level of Effort Activity in Primavera P6 is a type of special activity that has a duration that is not entered by a user. Rather, it is based on the dates calculated by the successors and predecessors (and their durations) in a particular path. Primavera P6 will calculate a summary / Level of Effort (LOE) activity.

Level of Effort Activity in Primavera P6

We all know that Level of Effort Activity has been designed for the representation of work on different projects. It is the type of work that does not contributed to the results of the project but it summarizes work progress. Some of the Level of Effort Activity in Primavera P6 examples are:

• Maintenance of equipment
• Safety Meetings

• Customer / contractor meetings


Problem: I don’t see my LOE activity bar in the Gantt Chart! 

The main reason this happens is that the Level of Effort bars do not display by default. To fix this, right click on your Gantt Chart, and choose Bars. Then ‘Display’ the following bars:

Question: Is the LOE critical? 

No, it is merely a summary of a network within your project schedule. It may summarize a critical path though!

Question: How do I tie my LOE in (with logic)?

The short answer is.. Most people link it in a Start to Start relationship with the first activity in that network and a Finish to Finish with the last activity.

Have questions?

Please contact us at Global PM at any time! We would love to help.

The Time is Now: Getting started with Oracle Primavera P6

Getting started with Oracle Primavera P6

Primavera P6

Oracle Primavera P6

Oracle Primavera P6 is a tool that is used by all military and federal agencies in the United States. Actually, statistics have shown that 374 out of 400 of the top engineering companies in the United States also use it. But Oracle Primavera P6 is not only used for large-scale projects. In fact, Oracle Primavera P6 can be used for any sized project and in every industry.

1. Primavera is about streamlining experience.

What happens when everyone is on the same page? Success. What happens when everyone has an idea of what the ultimate goal is, how long it will take to get there, and how many resources they have available to use? People work harder. When the limits are clear, concise, and transparent, people do the work they need to do, and they do it on time.

2. Communication is key.

With Primavera P6, top leaders and executive staff can communicate with the individuals they need to be in touch with or everyone. Some projects may span a huge geographic location, requiring thousands of workers, and involving many different units. Let the ease of Primavera P6 communication work for you.

3. Track what is important.

The tracking features of Primavera P6 make it easy to create reports, ensure project timelines are going according to plan, and have a visual read-out on what resources may be lacking.

Put Oracle Primavera P6 to work for your next endeavor and easily track your success.

What is Oracle’s Primavera P6 Visualizer?

Oracle Primavera P6 Visualizer

Primavera P6


Oracle Primavera P6

So, what is Visualizer?

Visualizer for Primavera P6 is a software product (add-on) that provides you with a read-only, “more visually attractive” version of any project schedules you have stored in your P6 database.

The Oracle Primavera P6 Visualizer combines together the original time-scale logic diagram and the newer style Gantt chart. Gantt charts visualize the start and finish of a project and offer a summary of what steps, tools, and resources are needed, which can be a useful way to plan, schedule, and view available options for a specific project.

The Oracle Primavera P6 Visualizer can be run within P6 Primavera by clicking on “Tools” and finding the option, but it is also possible to run Oracle Primavera P6 Visualizer in a separate application, say on the desktop of which you may be working.

The wizard guides you through the process, you can choose a layout based on an existing layout you have used before or choose a new template. Once the chart loads, you will see only the default settings. Scroll to find the current date and see which projects are on your current radar.

Visualizer reports are customizable. Choose “Options” in the top right-hand corner of the screen (to the right of Save As) to make screen adjustments. It’s possible to add or remove columns, define a row, and customize the font for the selected field. These adjustments are all possible in the headers at the top of the screen.


Saving Resources: Resource Leveling with Primavera P6

Leveling tool

Primavera P6

Level Resources

Primavera P6 Leveling function


When a project is dependent on a limited amount of resources, Primavera P6 Professional’s Leveling function can be a useful tool in addressing overload situations.

The Leveler tool allows activities to be scheduled in a way that ultimately reduces or eliminates an over-commitment of available resources. This also applies to more than one activity within a project across many projects.

The Leveler can be a profitable tool to utilize in regards to capacity planning and running certain mock scenarios.

Determining priorities is the best place to start.

With Primavera, it is possible to determine priorities at the project level, activity level or both. Look for “Project Level Priority” under the general category of columns. Set a number and see how the project adjusts. The lower the number, the higher priority (think: one equals a top priority, two equals a high priority, etc.). The Leveler will calculate and move activities as the projects are being leveled.


Constraints can also be time sensitive, such as with a specific date.

If you do adjust the dates of the project you are trying to level without telling Primavera P6 Professional, the dates will return to their original position. To combat this, simply make the certain edits in “Level Resources,” “Schedule Options,” and the “Status” tab of the “Activity Details.” This will fix the start date for the activity to be in its new, proper location.

Dotted Relationship Lines in Primavera P6 – Video

We all know that…

Critical relationship lines in Primavera P6 are displayed in red. Driving Relationship lines are displayed with a solid black line.

Do you ever wonder what those DOTTED LINES represent?

Primavera Unifier: What to Expect with the Web Services Integration Approach

Primavera Unifier

Primavera P6

Web Services Integration Approach

Web Services

Primavera Unifier is an interface platform based on XML Web services that is capable of communicating with virtually any existing customer system. Primavera Unifier can import or export a variety of information, anything from business processes, workflows, budgets, internal transactions, and user data to help streamline the business. Primavera Unifier’s Web services also support newly defined business processes and forms, so there is no need for any new programming.

What are the benefits of a Web Services Integration Approach?
You can expect with Primavera Unifier that there will be a fully extensible, standards-based XML Web services interface, secure and reliable data transfers, a customizable data transfer process that most useful for you, support for both data input and export, and a flexible three-tier architecture system in addition to dynamic report generation.

Security measures these days are huge.
Web services utilize the same security measures used by many commercial websites in order to protect sensitive customer information such as online banking or credit card transactions. The most important security feature is Secure Sockets Layer (SSL). Look for a secure server by making sure the URL begins with “https” rather than “http.” When that is that case, SSL is automatically used. All information entered and received from the Website is encrypted. Primavera Unifier requires that all connections be secure.

For flexibility, dynamic report generation, and ultimate security look no further than Primavera Unifier.