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Exporting Activities in P6

Sara DeanMember for 21 years 11 months
Created
7
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Hi

I am currently setting up a portfolio of projects in P6. I have 21 schedules in my EPS which are 20 project schedules and one summary schedule.

Each project schedule is managed by a scheduler located remotely around the state who in turn manage the EPCM planners. They will submit their schedules routinely. The project schedules must conform to our global codings, resource codings etc. They can apply their own codings at a project level. In the global coding a Level 2 code is applied to filter out level 2 activities in the project schedules which are then imported in to our summary network schedule. It is anticipated each project schedule will have 5000+ activities and the summary network schedule at the most 5000 activities. The summary network schedule is a summary of all 20 projects around the state. From this summary network schedule, misc filters and layouts will be produced for PM’s and GM.

I’ve applied a filter for the level two activities out of a project schedule which works. I want to know if I can export only those activities through the export function straight in to my summary network schedule without the use of excel. I don’t want the project codes exported in those activities, only the global codes. Has anyone ever got in to the scripts of P6/P5 and re-written one?

Sara

7 replies

Oldest first
  1. 0
    Mirza Imam Baig ·
    Hi Sara,

    Filters are disabled with export function.

    Regards,
    Imam Baig
  2. 0
    Dieter Wambach ·
    Sara
    Programming of Primavera internal functions is top secret.
    I didn’t understand if you operate with one database (=db) and the users attached remotely or if you have stand-alone db.
    One db, then I would do it with relationships into the summary schedule. More db, then maybe you’ll collect the projects into your db (option "update") and then use the relationships to the summary schedule. Be aware, that the settings for time units are the same for all databases. Keep it simple.
    Hope this will help.
    Regards
    Dieter
  3. 0
    Sara Dean ·
    Thanks Dieter and Imam.

    I thought the filters would be disabled in an import.

    I’m trying to avoid the relationships to the summary schedule because there will be about 45 planners using the portfolio and am afraid that it will be impossible to manage the logic amongst schedules with so many people driving P6.
  4. 0
    Dieter Wambach ·
    Sara
    I had an equivalent situation already with about 30 planners in different locations. It worked.
    Essential is a good concept for the security profiles and the access rights. Overall scheduling should be restricted to yourself.
    Regards
    Dieter
  5. 0
    Paul Harris ·
    Have you looked at exporting in excel format and filtering out the activities in excel before sending the file off. It may be difficult to sort out the relationships. I have not tried this myself.

    Another option is to take a copy of the project that you wish to export part of and then delete the activities you do not want to export and then export.

    Paul E Harris
    Eastwood Harris Pty Ltd, Melbourne, Australia
    Planning and Scheduling Training Manual & Book Publishers, Consulting and Training
    www.eh.com.au
  6. 0
    Sara Dean ·
    I think security settings will be the best option. Dieter, have you taken P6 on to the web?
  7. 0
    Dieter Wambach ·
    Sara
    The situation with about 30 planners was with Citrix.
    Currently I’m testing the web-based approach. If the tests will show good results - it seems ok until now - the next steps will be: concept, training, running live.
    In P5-MyPrimavera too many functions were missing, to use it productively, but P6 seems a good start.
    I’ve heard from the Primavera dealer that in Germany some companies are using this approach.
    Regards
    Dieter

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