CBA Inc

The CBA Project Connection

18

Nov
2011
Comments Off on P6 Expense Dump and Filter

P6 Expense Dump and Filter

P6 Expense Dump and Filter

Dumping Expenses to Excel and Filtering by year. Being able to manipulate P6 data in Excel can sometimes be helpful. Here is a case where I copied expenses from Primavera P6 and pasted them into Excel to filter out a certain year’s data. 1. In the Expense view, type Ctrl A to select all a. Right click and choose Copy 2. In Excel, right click and choose Paste 3. Select the top row containing the column titles, Row 1 a. Select the AZ funnel icon, then Filter 4. Select the Fiscal Year drop down arrow…

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3

Nov
2011
Comments Off on Oracle’s Virtual Summit: Driving Growth with Mission-Critical Enterprise PPM

Oracle’s Virtual Summit: Driving Growth with Mission-Critical Enterprise PPM

CBA Invites You to Oracle’s Virtual Summit: Driving Growth with Mission-Critical Enterprise PPM Last year, close to 1,500 executives and professionals from around the world came together online to exchange ideas with peers and learn from Oracle Primavera experts about the value of Enterprise Project Portfolio Management. Don’t miss the 2011 Oracle Primavera Virtual Summit: Driving Growth with Mission-Critical Enterprise PPM Discover how Enterprise Project Portfolio Management can be used as a competitive advantage to drive growth and impact your organization’s financial performance. CLICK HERE to register and view the agenda, or call 1-419-874-0800 and…

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19

Oct
2011
Comments Off on Sorting Expenses by Year

Sorting Expenses by Year

Sorting Expenses by Year

Wouldn’t it be nice if in P6 you could add coding to expenses? Expense can become a jumbled mess in the Expense view. Being able to sort through the mess can be difficult because grouping and sorting are limited. Many times I have wanted to separate my expenses by year to bring some sort of order to the mess. Finally, I came across a work around that would help me through this issue. Here is my solution: Create a UDF (User Defined Field) for Expenses called Fiscal Year. 1. Select Enterprise, User Defined Fields… 2….

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10

Oct
2011
Comments Off on See Matt Fly!

See Matt Fly!

Sometimes as we go through our daily routines we lose sight of some of the little things that make life the great adventure that it is. One such experience happened to a member of the CBA family Labor Day weekend as a result of a chance meeting at the Dayton Air Show courtesy of Sean D. Tucker world renowned stunt flyer and member of the Oracle Flight Team and Power Aerobatics. CBA Sr. Account Executive Bob Searles and his son Matt, who has Cerebral Palsy, met Sean at the Dayton Air Show. Matt (12), who is determined…

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13

Sep
2011
Comments Off on XER Import Issues No More

XER Import Issues No More

How to turn the P6 XER Import “Blues” to Pure “Rock n Roll” If you are like most P6 users, you have tried to import subcontractor or owner P6 XER files into your database and corrupted your Global data. As we all have learned, global data assigned to an XER schedule will populate your database global data upon import. For users who import XER’s on a regular basis a standard practice has been to first import the XER into a sandbox database. There in the sandbox database the Global data can be modified as required…

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26

Aug
2011

Oracle Primavera Releases P6 Team Member Mobile Application on iTunes!

The iPhone application for P6 Team Members is now available for download on iTunes App store! This is an exciting milestone for the Mobile Project Team.  Currently the app is supported on iPhone, iPad, and iPod Touch. iOS 4.3.   Oracle Development is actively working to support iOS 4+ in the coming weeks for those users that have older version of the OS. Additionally, iOS 5 has been officially released. Also of note, support for the the Verizon iPhone will be available shortly. The Team Member app lets users: Email changes to update P6 projects Filter list…

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18

Aug
2011

Incremental Uncertainty

Incremental Uncertainty

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,…

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