Problem:

P6 v7 Does NOT Increment Activity ID based on Selected Activities.

When copying and pasting activities, there is a new option for incrementing the Activity ID of the new activity based on the selected activity that you are copying. However, this new functionality does not work properly. See example below.

Data set:

Before beginning this example let’s make sure there is no UGR73510.

Search the Activity ID column:

Now, let’s Copy and Paste UGR73500.

Copy & Paste Dialog Boxes:

Based on our Increment Value of 10, our expected result should be UGR73510.

Result:

However, our new Activity ID is UGR90390. This incremental uncertainty is something to take into consideration when copying and pasting in P6.

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One by-product of the Oracle acquisition of Primavera in 2008 is that now it is relatively easy to become an Oracle partner and sell Primavera products, however it is very difficult to become an Oracle SPECIALIZED Primavera Partner. This status means that you have provided the highest level of expertise and customer satisfaction in the industry today. Customer testimonials are an integral part of this process, so experience and competence matters. CBA is the only Specialized Primavera reseller based in Ohio and Michigan.

Since the 2008 acquisition of Primavera by Oracle we have seen many nameless faceless “groups” appear by virtue of the Oracle Open Market Model, which allows virtually anyone to become an Oracle software reseller. With Oracle’s excellence in marketing anyone can easily create a compelling website using their content. However the devil is in the details.For example we know of one “group” of one, who has proclaimed 12 years of experience (even though they have only been in existence for several weeks) while never having delivered the stated services or training to any company or organization. The website for this “group” contains not one single name of a principle owner, executive, salesperson, consultant, trainer, or implementation specialist although they boast to have a well-schooled team of people claiming those skills. However they do show stock photos of nice looking people in business dress that exist only in a photo shop somewhere. This “group” continues to claim experience in multiple verticals, however offer no customer success stories, references, or any other evidence that any company in any of the industries they list has ever done business with them. This “group” also claims to offer training and even has an inoperable link to a non-existent class schedule.

At CBA we are proud of our heritage of providing real value to real companies for 26 years. On our website you will find the names and bios of our ownership and management team, consultants and certified training professionals. We also offer real training classes with a real class schedule for all levels of Primavera training, for which you can really register. Why do sham companies like the one referenced above exist? It is because they try to make easy money selling software cheap to unsuspecting customers and then try to back-fill services through the independent consulting community. Because they don’t invest in their business the way real companies like CBA and our true peers in the industry such as Evans Technologies, DR McNatty and Associates and CDP have they can sell software at unsustainable margins. Unfortunately all you get is low-priced software. The faceless, nameless man behind the mask is not going to help you with maintenance or licensing issues, or help you to receive the support and training necessary to be successful. This is a very dangerous shell game because as any savvy project manager knows project management solutions are not “out of the box” ready products and qualified training and consulting specialists are hard to come by. Just like the wild west hucksters selling snake oil what they are really selling you is deception.

CBAcan lead you out of that wilderness. Only a company with the depth and breadth of knowledge that CBA possesses can offer you the lowest Total Cost of Operation for Primavera products via our Software Advantage Program. As an innovator in project management services and a Oracle Primavera Specialized Partner we have developed the CBA Software Advantage Program. For no additional cost when you purchase 5 or more Oracle Primavera software licenses from CBAwe will enroll you in the CBA Software Advantage Program. This program entitles you to up to 4 hours of product support and assistance from one of our senior consultants at no cost, a 15% discount for enrolling in any of our scheduled training classes conducted by one of our certified Primavera trainers, and a 15% discount on any additional professional services you may need for implementation and administration of your Primavera environment. This is our way of thanking you for your business and ensuring that you have the necessary help you need to make your project management initiative successful and affordable. Save yourself from the wild west of project management and make the prescient choice to call CBA. Please contact CBA for further details.

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If you’re attending Collaborate11 this year, be sure to visit CBA at booth #230 in the Primavera section and learn more about how our products and services can help your Project Management efforts.  We’ll be at the booth from 6-8pm tonight and 10:15 am – 4:15 pm on Tuesday and Wednesday.  Visit our booth for a free gift. 

Bryan Gardner, CBA employee and one of the nation’s best Primavera P6 and Contract Management Consultants, was selected by Oracle to present at this year’s conference.  He will be presenting on Oracle Primavera’s Contract Management. Many organizations are awarded contracts based on units, where quantities are estimated by the owner and pricing is fixed. Most of these companies have developed spreadsheets for tracking these contracts. This presentation will explore tracking the same contract using Contract Manager’s (CM) contract, change management, materials, daily report and payment requisition modules. The contract is created using CM. Utilizing the Materials portion of the contract line items, users are able to log work accomplished in the daily reports module. These materials are then tallied and reported in the contractor’s monthly payment application to the Owner.

The Independent Oracle Users Group (IOUG), the Oracle Applications Users Group (OAUG) and the Quest International Users Group (Quest) annually host COLLABORATE, which brings thousands of oracle technology and applications professionals to one venue for oracle education, customer exchange and networking.

COLLABORATE 11, taking place April 10-14, 2011 at the Orange County Convention Center in Orlando, Florida, will attract thousands of Oracle users across all spectrums.

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After all the effort you’ve put into the development of the plan, nothing is more frustrating than people not cooperating to keep it updated and maintained. So how can you get everyone on board and reduce the time and effort it takes to get update information?  One suggestion, dumb it down.  Really, simplicity is the key.  The reality of it is these people are genuinely busy.  In the mad rush of an ongoing project, you can’t slap a 26 page schedule on someone’s desk and ask them to update their tasks and have it back to you by the end of the day.  You’ve got to pare it down.  Make the process as direct and straight-forward as possible.  Fortunately, Primavera P6 makes it easy to do just that.  Use a combination of Activity Codes, Filters and Layouts, to create a very basic Update Request View tailored to each person.  

Consider showing only the columns in the schedule that you need the update information for – Activity ID, Activity Name, Actual Start, Remaining Duration and/or Activity Percent Complete and Actual Finish.  (For resource and cost loaded schedule’s, you’ll need a little more detail.)  Filter for only that person’s activities that have not started or are in progress.  Don’t include the layout activities that have been completed (you obviously already know the status of those) and if you’re two months into a ten month project, don’t show those activities that they’re responsible for but aren’t even scheduled to happen for six months.  Use a look-ahead filter to display only activities that are likely to have progress on them in a more reasonable timeframe – let’s say six to eight weeks out.  Lastly, increase your row height in the layout and choose not to show the Gantt chart in the print-out.  By following these few suggestions, you will have created a very basic, spreadsheet looking report only a few pages deep that they can simply mark-up and return. 

These recommendations won’t eliminate all schedule update resistance, but it should reduce the foot dragging considerably.  Filtered layouts are just one tool in Primavera P6 to assist the update process.  Explore some of the other options the program offers for updating like export to Excel, Reflection Projects, Auto Compute Actuals, and Progress Reporter (Timesheets).  For more information on any of these update features, contact Critical Business Analysis, Inc. for assistance.

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To set up the fields displayed in the Trace Logic view, open the network view, then the Activity Network Options and specify the requirements for the activity box. The box will be formatted within ‘Trace Logic’ as it was in the Network View. Next open the Activity view with the gantt option selected and click on the task you need to perform the Trace function on, then click the Trace Logic icon. From the Activity view select File / Page Setup – Options tab and select only the ‘Trace Logic’ checkbox. Close Page Setup and select Print Preview, from within Print Preview setup the print requirements needed and print.

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I am often asked whether it is better to structure a project using P6 WBS or Activity Codes.  To a certain degree, it is a matter of personal preference, as either method can provide a structure in which to manage the deliverables of a project.   My preference is to build a schedule utilizing a WBS, in a traditional manner, to lay out the projects deliverables and workflow.  I would then use Activity Codes to supplement the ability to group, filter, and sort project data, therefore, enhancing performance analysis and reporting.  I have also utilized project structures where the WBS was built out to a level 3 or 4 and then activity Codes were used for the remaining project levels.  Project integration to Master Projects, owner requirements, and project management principles are other factors to consider when deciding how to structure projects.

And Now Beyond the Obvious…

Outside of personal preferences and integration needs, additional factors should be considered when deciding how to structure a project.  The following are WBS attributes that cannot be performed and/or utilized by Activity Codes:

• WBS Summary Activities: A great way to highlight a Level 2 Schedule with a neat waterfall flow and to manage resources and costs at a rolled up level
• WBS elements can have Notebooks assigned
• WBS elements can have Work Products and Documents assigned
• Security can be assigned at the WBS level
• Thresholds, Risks, and Issues can be monitored and tracked at the WBS level
• Budgets, Spending Plans, and Budgets Logs can be managed and tracked at the WBS level
• Copying activities is a much easier task when grouped by WBS
• Earned Value attributes including WBS EV Milestones can be set at the WBS level
• The Tracking View is designed to use WBS elements
• Long range Resource Planning can be performed at the WBS level
• Projects can be summarized to specific WBS levels
• In R8, you can use WBS elements to develop project template plug-ins or fragnets (mini-templates) to populate existing or new projects

So the next time you are planning out the development of a Primavera project consider all of the facts before deciding what the best method will be to structure your project.

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Critical Business Analysis is pleased to announce that we have become a preferred, elite Oracle Primavera Specialized Partner for Primavera P6 Enterprise Portfolio Project Management.  Oracle’s acquisitions of over 60 companies in the last 4 years has created a major need to differentiate their partners.  The specialized program developed by Oracle to certify their preferred partners expertise in; customer satisfaction, support, implementation, education, integration and sales, gives them the confidence to showcase their preferred specialized partners as part of the Oracle team.  There are currently less than 70 partners that have completed the specialization program in North America and only 5 specialized in Primavera, and we are proud to be part of this elite team. You can view our profile on Oracle’s website by clicking here.

Thank you to all of our customers for the excellent references we received during the specialized certification program and to our employees who worked extremely hard and put in extra hours to pass all the required testing.  We hope this specialized program helps our customers and prospective customers understand that CBA is committed to success in the Portfolio Project Management & technologies market place.

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