How to Export Primavera P6 Baselines So, you have a project planned in Primavera P6 and you’re supposed to give a copy of it to someone. You export an XER file and the other party imports it. But where’s the baseline? We’ll discuss the way you can handle baselines in Primavera P6 in this article. The Nature of Primavera P6 Baselines A time schedule is supposed to be a dynamic and ever changing simulated model of your project. This model will change each time you enter new actual data in it. The schedule, among some other parameters, presents you the current performance and the forecast of future by combining the initial logic and the actual data you’ve entered so far. Therefore, they would not remain the same, and you are not supposed to consider them as the initial plan. You always have to have your initial plans at hand to make comparisons and assess the performance of the project. How is this possible when the values like Start and Finish are dynamic and do not contain your initial plan? The answer is called a Baseline in project management literature. A Baseline is a static image of the initial plan. All […]
This video tutorial series will walk you through how to automate XER backups from the command-line for projects in your Primavera P6 8.x database. This is new functionality available in Primavera P6 Professional version 8.x and up. Warning – you may need some file editing and copy and paste skills….you’ve been warned! The importance of regular backups Making regular backups of your P6 project to .xer is a good idea. In fact, if you are in a busy editing period, it’s a good idea to backup often. Why? Well we all make mistakes and some mistakes can’t be undone. If you delete a large section of your project accidentally, run a global change, or import a file updating your project in error, you’re in trouble unless you have a backup copy you can revert to. You can always export your project to xer manually, but why not automate the backup process and forget about it? We’ll show you how. 1. Introduction 2. Working with the Command Line You’ll need this bit of source code for this section. Copy and paste the code below into your actions.xml file. <actions> <action> <type>export</type> <Projects> <ProjectID>XXXXXXX</ProjectID> </Projects> <outputFile>C:\pathto\myfile.xer</outputFile> </action> </actions> 3. Automating the […]
Primavera P6 Activity Codes are a handy and versatile tool, as we’ll see in this tutorial. Sometimes you need to prepare some cost reports for different types of activities which are spread through the different positions in you WBS. So when you developed your schedule they are not below the same section. Therefore you need a tool to see them together for getting desired result which is the total cost of them. The most appropriate approach for this aim is to use Primavera P6 Activity Codes. Here we are going to outline an example in which we deal with some procurement activities and we need to know their total cost. Please note that in this example we have 3 different sections in our WBS and we use a very small sample. But this procedure will be more useful when you have big projects and the WBS is more complicated Step 1 – Define and Assign Primavera P6 Activity Codes Suppose that we have a Primavera P6 EPC (Engineering, Procurement, and Construction) project and we broke down the tasks according to their areas of work rather than their type. We have 3 areas and in which we have some activities. Some […]
In an ideal project monitoring setup, your project would record the planned progress and the actual progress in every control period. Planned progress is presented by the Schedule % Complete field. Actual progress is presented by Performance % Complete, which is the subject of this article. Performance % Complete is depended on many settings and intermediate values, including Activity % Complete, which itself depends on either Duration % Complete, Units % Complete, or Physical % Complete. One can use each of those intermediate values directly to receive actual progress, but a best practice is to set up Performance % Complete appropriately and use it instead of those intermediate fields. The Relation Between Earned Value and Performance % Complete You should have a minimum knowledge of the EVM (Earned Value Management) in order to fully understand the way Performance % Complete is calculated in Primavera P6. If you are not familiar with the concept, please have a read through our Earned Value in P6 Briefly and Performance Percent Complete article. Earned Value, or EV for short, presents
The purpose of this article is not to explain the whole technique of Earned Value Analysis and the whole system of Earned Value Management; rather we will only discuss the minimums you need to know, in order to fully understand the calculations involved in the Performance % Complete field of Primavera P6.
One of aspects that makes Primavera P6 very powerful is the extensive support of baselines and baseline comparisons. In this tutorial we’ll cover baselines and explore Primavera’s abilities to compare your project to a baseline. What is a Baseline? The word Baseline has many meanings. It can refer to the original schedule, to the project estimate or sometimes it means something completely different. In Primavera P6, a baseline is a copy of your schedule, stored in a static form. Think of it as
What is Dynamic Scheduling? Building good schedules is not an easy task to undertake. Nowadays, projects are big and complex, which leads to even bigger and more complex project plans and schedules. There’s an inherent need to capture EVERY work detail in a project schedule and then to use it to manage not only dates and deadlines, but work productivity, resource optimization, subcontractor effectiveness, procurement expedites and even to track a resource’s whereabouts geographically. Tracking all these things amounts to managing a lot of data. And anytime we have a lot of data, it must be strategically organized. Every project schedule has some sort of organizing principle but that doesn’t make it dynamic. Organization isn’t enough. I always say planning is part art / part science. Think of yourself, dear planner, as an architect. Every architect has to consider both functional aspects as well as esthetical aspects when they are designing a building. Is there enough light inside the office spaces? (functional) Can the first floor be lit entire by sunlight to accentuate the metal columns? (esthetical) The same concepts apply to building a good schedule. You must consider… Functional : Does it contains proper estimates by trade? Does the plan […]
Each activity has three types of percent complete in Primavera P6: Duration % Complete, Units % Complete, and Physical % Complete. These three fields were explained in previous articles. You should select one percent complete type for each activity. Activity percent Complete is a simplified and structured way of dealing with the selected percent complete field, for both reading and entering the values.