Primavera Data Integrity When Performing Imports 4-30-13

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Data Integrity When Performing P6 Imports

Ifeanyi Enigwe

Technical Support Engineer

AGENDA

Today’s presentation will cover the following:

Project level Import Actions

Activity level Import Actions

Activity Costs

Activity Relationships

Resource Assignments

Activity Codes

Reflection Projects

AGENDA (cont’d)

Today’s presentation we will cover the following:

P6 Pro vs. P6 Web import options

XML vs. XER Differences

XML Web Import

P6 R8.3 XML Import Improvements

Project Level Import Actions

Add Into Existing Project

Create New Project

Ignore this Project

Replace Existing Project

Update Existing Project

Project Level Import Actions (cont’d)

Purpose: Merge Project Data

Real World Example: Add Into Existing Project

Scheduler has a master schedule.

Outsources WBS nodes to different contractors

Merge these WBS nodes into the Master schedule.

Create New Project

“Create New Project”

Project IDs remain unique

Project IDs can be changed

Real World Example

Preserve the existing project in the database.

Create a new project based on an existing

schedule.

Ignore This Project

Replace Existing Project

Replace Existing Project: Real World Example:

Update Existing Project

Adds New Data if the Data does not currently

exist.

Real World Example: Update Existing Project

Master Schedule the same activities as update

Update file has logic ties that aren’t in Master

Schedule

Activity Level Import Actions

Do Not Import

Insert New

Keep Existing

Update Existing

Activity Level Import Actions (cont’d)

Existing Data No Data

“Do Not Import”

The record is not imported. No changes are

made to the existing record.

“Insert New”

A new record is added to the database.

With Data

“Insert New”

A new record is added to the database.

Without Data

“Keep Existing”

No Changes made to import file or database.

A new record is added to the database

With Data

“Keep Existing”

A new record is added to the database

Without Data

“Update Existing”

Data associated with the record is updated.

Record added to the database.

With Data

“Update Existing”

Record added to the database.

Without Data

Activity Costs

Expense Costs

Resource Costs

Activity Costs (cont’d)

Expense Costs

Expenses assigned to activities will import with

the project.

Resource Costs

Price / Unit

Decimals

Exchange Rate

Resource Costs

Price/Unit

Calculate Cost from Units Tab

Rate Source

Resource Costs

Resources Assignments

Resources Assignments (cont’d)

Importing Activity Relationships

How Does P6 Handle the Import of External

Relationships?

Keep Existing

Update Existing

Insert New

Do Not Import

Delete

Importing Activity Relationships (cont’d)

Relationships?

Keep Existing

Update Existing

Insert New

Do Not Import

Delete

Importing Activity Relationships (cont’d)

Relationships?

Important Information Regarding the Import Process

Project ID, Activity ID, and Relationship Type.

“Edit Project Activity Relationships” privilege

“Add/Edit Project Activities Except Relationships” privilege

External project/external activity not in database.

The “Delete field”

Activity Codes

EPS Codes

Secure Codes

Activity Codes (cont’d)

EPS Codes

Activity Codes

Secure Codes

Reflection Projects

Reflection Projects (cont’d)

Web & Client Differences

P6 Client Import Options

Web & Client Differences (cont’d)

P6 Web Import Options

Web & Client Differences (cont’d)

P6 Web Import Options

XML & XER Differences

Wizard

XML & XER Differences: Wizard

Import Based on Security

Resource/Role Imports

Individual Data Types

Multiple Projects

Methodology Manager

Import Options

XML & XER Differences: Wizard (cont’d)

Import Product and Documents

Import Exclusive Access

Published Schema vs. Proprietary Format

Matching options on all business objects

Limit Project Data

Calculated Fields & Physical Fields.

Performance(Speed)

Files Versions

Global Data

Matching Data Level

Shifts

External Relationships

Modify Option for Code Assignments

Past Period Actuals (PPA)

Effect Dates

XML & XER Differences: Data

Business Rules/Errors

WP and Documents

Bucket Planning

Taskuser table

Admin Preferences

PPA values/Financial Periods

XML & XER Differences: Data (cont’d)

Duplicate Resource Assignments

Issue Codes

Secure codes

Calendar Data

EPS Codes

Codes Length

WBS RSRC category table

Resource Security

Honors Resource Security

Resource not in user’s Security node

Users with ‘View Privileges’

Issue History

Activity Owner

Responsible Manager (OBS)

Resource Dictionary/Assignments

P6 R8.3 XML Import Granularity

XML Import Improvements

Multi Project XML

Handling of Global Data

Calendars

Resources

Import Templates

Log File

P6 R8.3 XML Import Granularity (cont’d)

XML Import Improvements - Codes

XML Import Improvements – User Defined Fields

XML Import Improvements – Calendars

XML Import Improvements – Resources

XML Import Improvements – Log File

P6 R8.3 XML Import UN/CEFACT Support

Schedule formats

Export Only

Desktop Client and P6 Web

Conclusion

References

KM Budgeted Costs Are Not Imported Correctly When Importing An XER Into A Different Database [Article ID 897284.1]

KM Considerations For Importing Microsoft Project Files (MPP, MPX, XML) Into P6 And Contractor [ID 903268.1]

KM Unable to Import P3 Project Directly into P6 [ID 910992.1]

KM Differences Between XML and XER Import / Export in Project Management [ID 907653.1]

KM How To Import EPS Activity Code Assignments From An XER File [ID 901318.1]

Conclusion (cont’d)

Q & A Q: Is there any resume table for XML and XER differences?

A: See KM: Differences Between XML and XER Import / Export in

Project Management [ID 907653.1]

Q: Does XML support multiple project imports?

A: Yes

Q: If the user does not have the ability to add resources, does the

XML import utility gray out the resources selections; since the user

does not have the ability to import resources through security?

A: Yes

Q: Is Microsoft project 2010 supported by 8.3?

A: Yes, but only in XML format.

Q: If you setup a XML import template in EPPM is that template

visible in P6 professional?

A: Yes

Are You Ready To Get Proactive?

Avoid the unexpected

Don’t leave value on the table

Lower overall organizational costs through preventative

maintenance

Reduce risks and maximize uptime

Achieve resolution faster

Streamline and simplify your daily operations

Get even more through connection

THANK YOU

Primavera Data Integrity When Performing Imports 4-30-13

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