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Blog > Archives for Quick Tips

Primavera P6 Quick Tips

Helpful tips and tricks that will make planning and scheduling with Primavera P6 easier.

Here’s A Quick Way To Keep Your Primavera P6 Milestones in Focus

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Here’s A Quick Way To Keep Your Primavera P6 Milestones in Focus

Primavera P6 Milestone Activities in any schedule usually represent the most important deadlines, deliveries, start ups or drop-dead dates for a project. These are undeniably dates that you’ll want to stay on top of and keep close at hand in case you’re asked for a report or to check on the health of the project. But it can be difficult to search for milestones in a large construction schedule,

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Convert an EPS Activity Code to a Project Activity Code in Primavera P6

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Convert an EPS Activity Code to a Project Activity Code in Primavera P6

The Primavera P6 EPS Activity Code is great when we want to have a set of Activity Codes available to certain projects based on where they sit in your EPS structure. An example might be having a set of Activity Codes for each Department in your database.  Typically, EPS nodes would be set up for each Department, allowing an organization to specific a set of EPS Activity Codes for each Department

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P6 Export to Excel: Number Formatting Secret

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P6 Export to Excel: Number Formatting Secret

We all struggle with the same issue when exporting data from Primavera P6 to Microsoft Excel for analysis, progress updating and graphing. Excel does not seem to recognize numbers as numbers! That is because P6 formats all data exports as text (appends an apostrophe in front of all data).  This makes getting clean data from P6 (even filtered data) extremely difficult. Often we would like to

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Quickly Export From Primavera P6 To Excel

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Quickly Export From Primavera P6 To Excel

Faster is better.  That should be Oracle Primavera's mantra.  Well, in this case it is! Exporting Primavera P6 data to Excel could not be faster & easier with this quick tip. Getting Primavera P6 Activity data into Excel is essential. Excel's data crunching, grouping, pivoting and filtering is just so much easier to use than Primavera P6's. Even generating S-curves and graphs is better in

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Import an XER File From a Newer Version of Primavera P6

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Import an XER File From a Newer Version of Primavera P6

To import a newer version XER file to an older version of Oracle Primavera P6 installed on your computer, follow this quick fix. 1) Open the XER file in any text editor like Windows Notepad.  2) On the very first line, you should see the version of Oracle Primavera P6 that this XER file was saved in. Edit the version in the file to match the version installed on your machine. You can check

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[Ask Plan Academy] How To Remove Resources From A Primavera P6 Schedule For My Client?

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[Ask Plan Academy] How To Remove Resources From A Primavera P6 Schedule For My Client?

Plan Academy, I have to send my client a copy of my schedule every month. But the client would like me to exclude any resourcing information in the copy that I send them. How can I easily remove resources in the copy of the project I send to my client?Signed, Geoff.  Geoff, it turns out that this is easily accomplished in Primavera P6 with the features included in the software's smart project

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Quick Tip: Mixing AND and OR Options in Primavera P6 Filters

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Quick Tip: Mixing AND and OR Options in Primavera P6 Filters

Building a filter where all the conditions are either 'And' or ‘Or’ between each row is pretty straightforward. However, if you want to mix them up a little its not so obvious how you should do that in Oracle Primavera P6 Professional. This quick tip will show you how. Example: I want to find all the milestones in the project that have a date variance that is not equal to zero. In other words,

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Quick Tip: Use Fill Down To Copy Data Across a P6 Schedule

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Quick Tip: Use Fill Down To Copy Data Across a P6 Schedule

As all of you know, when you want to develop a time schedule there are many attributes that should be assigned to activities and for this purpose we use Activity Detail bottom on the Activity Toolbar. By pressing this bottom, a form will be appear below your time schedule and in this for you can assign different attributes to your activities, such as type, duration, start and finish dates,

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Quick Tip: Descrunch the P6 Gantt Timescale For Better Printing

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Quick Tip: Descrunch the P6 Gantt Timescale For Better Printing

Have you ever printed your P6 Gantt Chart only to find that you can't quite see the first or last milestone because they fall off the page or are cutoff?  I have. Here's how to avoid printing a scrunched gantt chart by easily expanding your P6 gantt timescale before you print.  

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Primavera P6 Relationship Lines Point to Baseline Bars. Why? [Video]

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Primavera P6 Relationship Lines Point to Baseline Bars. Why? [Video]

Primavera P6 relationships lines sometimes do some strange things. By now you've probably figured out how to turn on and off the relationships lines on the Primavera P6 Gantt Chart using the toggle button on the toolbar. But do you do if Primavera P6's relationship lines are pointing to the baseline bars? Well, in P6 order is important! Last post, we showed you the nuances of shading

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How To Shade Non-Workable Time on the P6 Gantt Chart

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How To Shade Non-Workable Time on the P6 Gantt Chart

It turns out that people like pictures.  Yes, that's right, we love pictures....and we love the Gantt Chart.  What makes the Gantt Chart so essential is that it simplifies something that is complex.  It gives us a snapshot and a trend that our brain can digest rather than just text and numbers. Getting the Gantt Chart to look the way you need it is a really key skill for Primavera

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Using Primavera P6 Filters On Export To Excel

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Using Primavera P6 Filters On Export To Excel

Primavera's custom Activity filters are great for focusing in on a subcontractor's work list or even to hide Activities that are already completed.  But when it comes to filtering down a 5000 line project plan to Activities in a specific timeframe, P6's filters fall flat.  Here's the Gotcha: any filter that uses a rolling date or P6's built-in date variables will not work when exporting P6 data to

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