Automatically update progress in Primavera: The difference between Apply Actuals and Update Progress.Microsoft Project : Custom View (New view) appear in all Project.EV (Earned Value) Maturity - Its benefits and why it is important.Microsoft Project : Custom View (New view) appear in all Project (2).How does "Actual units" spread when you use Resource curve.Incorporating Risk Assessment into Project Forecasting.Brief methodology for undertaking QSRA/QCRA.(*) : if your WBS has not the same number of character for every level, you can use alternative method, explained here. Unfortunately, many planners use only the WBS as it is very easy and intuitive, but once you start tailoring the schedule, printing for a different purpose and audience, in a way that make a sense to them, activity codes should be used as Primavera only permits one WBS per project.
Primavera P6 has very strong activity codes capabilities. Now, with a new layout the schedule is organized by activity codes. The WBS is now transfered to the L1-L5 project activity codes. Import the updated export file back to P6. In the Excel file, there is sample vlookup sheet to show how the formula works. Use a Vlookup formula to retrieve the values of L1, L2, 元, L4, L5 from the excel sheet Activity codes per Activity. Select the newly defined activities codes (L1-L5) as columns in your layout. Step 5 – Import activities codes assignment to P6 Now your project is loaded with the activity codes dictionary. Make sure you import to the right project. Now you can import back to P6 the activities codes dictionary (click “Set Activity Codes” on the Login tab).
Search for “dictionary6v7.xls”), click on “Get Activity Codes” (you need the SDK to be installed and configured).Ĭopy and paste the activities dictionary from the excel file, for every level add a dummy “-“ without a code description, so P6 will not show the ugly “no code” when you organize by activity code for activities without a code assigned. Using the dictionary excel utility (Dictionary6v7.xls – instructions on using this file can be obtained from. Using an excel pivot table, the excel file will generate an activities codes dictionary that we have to load back in P6 on this worksheet. Step 4 – Create Activities Codes Dictionary and Import to P6įirst define the new project activity codes in P6 that will represent the WBS.īack in your excel file, goto the “activity code dictionary” worksheet. Excel columns C through G will be generated automatically, by default, if no code is available, a ” -“ is assigned. Remove the Group and Sort by WBS, in columns add WBS and Activity ID.Ĭopy and paste the two columns to the excel worksheet “Activity codes per Activity” in columns A and B. Step 3 – Export WBS Activity Assignment to Excel Of course, L1, L2 are just used as an example, in a real project, levels are usually defined as project, phase, sub-project, area, discipline, items, etc. WBS Code with 7 characters – eg “APEX.AM”, this is level 2. In this example, WBS code with four characters -eg “APEX”, this is level 1. The excel formula in “column F” generates a unique list of the number of characters sort in ascending order, it is an array formula (that’s why there is curly braces between the formula, if not, use CTRL+SHIFT+ENTER to execute it). It is very easy to edit the WBS Code, to have the same number of character for every level. In this regards P3 was more rigorous, as the structure of the WBS is defined first. It means every level must have the same exact number of characters. Make sure that your WBS structure is well organized (*). Highlight all WBS rows, copy and paste the two columns to the worksheet “WBS dictionary” of the ”WBS-to-Activity-Code-P6.xls” file (see Tutorial Assets). Customize the columns so only WBS code, and WBS name are displayed. The APEX schedule organizedby the default “classic WBS layout”.
The idea of this tutorial was inspired by a question in LinkedIn forum, a planner have received a primavera schedule using WBS, as in the oil and gas industry it is very useful to have different layouts to present the schedule to different audience, and more importantly the Work breakdown structure is based on geographic area in the construction phase, and systems in the commissioning phase, the tutorial will use the APEX sample schedule to convert a WBS to activities codes, it is assumed you have already worked with the Primavera P6 SDK. WBS to Activity Code xls : WBS-To-Activity-Code-P6.xls P6 SDK Excel Tool : Dictionary6v7.xls (Please note that this tool was created by Oracle Primavera and we do not provide support on its use)
Download the files to complete this tutorial on your own.