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Clean Up Your Primavera P6 Database

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13 views4 pages

Clean Up Your Primavera P6 Database

Uploaded by

Viet Tran
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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6 Ways To Clean Up Your Primavera

P6 Database Nightmare
MARCH 28, 2013 BY MICHAEL LEPAGE 13 COMMENTS

This is the first part in our series on Primavera P6


databases and data cleansing.

Many of you work in Primavera P6 databases that are a


complete nightmare – hundreds of global calendars,
duplicate resources all over the place, redundant codes
and more copies of projects than anyone should ever need
in their lifetime. You may act like these don’t bother you,
but somehow logging in to P6 in the morning feels sort of
like using the restroom at a crowded arena. You do your work, but you want to get out
of there as quickly as you can.

Thankfully, I’ve got a few ways you can use immediately to start taking back control
to get your database looking spiffy and new again. Here goes.

Clean it up!
Duh! You saw that one coming.

Seriously, take 30 minutes with a co-worker and go through your P6 database to


identify: old data to keep, data no longer in use, redundant data, unknown or mystery
data.

I guarantee those 30 minutes will be the most productive you’ve had all week!

Then make a decision: export it, delete it, or archive it.


I guarantee those 30 minutes will be the most productive you’ve had all week! Because
cleaning things up simplifies them and calms the mind. The next time you log in, you’ll
be able to get around much faster and easier. Just do it!

Stop Making Everything Global!


Say it with me …. “I will stop making everything Global. I will stop making
everything Global. I will….”

You get the point.

Use P6’s ability to store data inside a project. Items to focus on: Global Calendars,
Activity Codes, Global Layouts.

These 3 data objects hardly ever get created as “Project” objects when in a lot of cases
they could. Look at your current project or the last project you completed. Could those
Calendars you created have been Project Calendars? You can easily keep your db’s
Global objects list lean by creating objects as local to a project.

Audit Your Primavera Super-Users


Open Admin -> Users and if you find more than 2 super-users, strongly consider
revising access for anyone that does not require it to perform their job.

If you have more than 2 Super-Users, then I know why your db is nightmare…

If you have more than 2 Super-Users, then I know why your db is nightmare….ready?
….because Super-Users create anything they want, whenever they want it.

Identify one Administrator and one backup Administrator. Make these folks your
gatekeepers and your data integrity managers.

Why would you make everyone in your company a Windows Domain Adminstrator?
Same thing goes for P6.
Have Somewhere To Play
Saunter up to your friendliest neighbourhood Database Administrator, and have them
make a copy of your Production database

(pssst….they usually like chocolate or cola.

FYI if you want this done in less than 3 weeks).

Declare it your SANDBOX – a place to create any projects you like, copy projects to
your hearts content and generally make a mess….

…so you don’t make a mess of your Production database.

A Sandbox database is the best planning playground you could ever imagine!

Use it for training new users, doing scenarios and previewing XERs from other
companies.

Get Implementation Help


Curious Question: If you were in charge of getting a new accounting system set up for
your company, would you install it, login as the administrator and start logging expense
transactions (all of this in the span of say, 15 minutes)?

No, you wouldn’t.

You’d take some time to plan your set up before you started booking expenses. You’d
ask: What accounts should be setup? What invoice templates? What workflow would
be best? Who should have access to what parts of the software?

So why do this with Primavera when it’s clearly an Enterprise project planning tool.
(keyword: Enterprise)

You wouldn’t set up an Enterprise accounting system in 20 minutes and start logging
expenses… so why do the same thing with your Enterprise project management system?
Many organizations install P6 and start planning right away, hoping to take advantage
of the powerful features of the software, but with no thought into a proper setup of:

 P6 security and permissions


 all Global data (Calendars, Activity Codes, EPS, OBS, Project Codes, Cost
Accounts, Roles, etc.)
 project archive
 reports
 workflow

A proper implementation of P6, like the ones I do with small to medium-sized


companies everyday, would cover the design of these and other important data objects.

AND it would layout a strategy to keep your database organized.

Want implementation help? Contact me.

Don’t Import Directly To Production


The problem with importing XER files from other companies is that their Global data
comes along for the ride. Any Calendars, Resources, Codes, etc. used in a project go
with the project when it is exported and end up in your database. So global data from
other companies’ pollute your P6 database everytime you import an XER file they send
you.

This is the biggest reason P6 databases become a data-entangled nightmarish mess!

Remember that Sandbox database you were going to setup? This is where it becomes
invaluable.

Import your XERs to your Sandbox database, cleanse the imported project’s associated
global data, then re-export and import to your Production db.

It sounds like a lot of work but you can automate this process with tools like XER
Manager or even using Global Changes.

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