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Maintaining the full primavera suiteat a large company

Prepared by:Alexander VosDirector of Delivery and ServicesLoadspring Solution Inc

Session ID#: 200360

Loadspring Solutions

▪ 14 years Project Management solution provider

▪ Oracle Certified Gold Partner with P6R8 Specialization

▪ SpringBoard™ Portal for secure and easy application and

support access

▪ 2,500 companies and 50,000 users worldwide

▪ 25,000 Oracle/Primavera licenses 400,000 projects, 4.5 MM

activities daily

▪ Regionally synchronized Class A data centers

▪ 95% customer renewal rate

Create projects your way

Many morePortfolio/PM

Unifier

Doc/Cost Estimating CAD/BIM

Cloud enabled and support over 200 applications

Alexander Vos

■ Director of Delivery and Services for Loadspring Inc■ Graduated from ASU Masters in Engineering■ Background in construction on projects■ Involved with several implementations

Todays topics

■ User Management■ Importing and Migrating■ Archiving and Maintenance■ Metrics

User Management

This is a subtitle or bulleted list

User Management

■ Licenses■ Training■ Security Profiles

User summary information and history

GlobalView

License management

■ Easily Control & manage license access■ Monitor actual license use■ Supports named, concurrent, site licenses■ Ensure license compliance with vendors

P6 Provisioning

- Production DB

Training solutions

■ Recorded training lessons— Primavera P6 EPPM R8

— Primavera BI Publisher

— Primavera Contract Management v14

— SpringBoard usage training

— Customer created training

▪ Upload and provision your owntraining videos

▪ New student view tracking

▪ Custom quiz creation and results tracking

▪ Compliments in-person and UPK training

Training solutions

Importing and Migration

This is a subtitle or bulleted list

Importing and exporting options?

- Primavera Professional- XER- XML- Excel- P3- MS Project

- XML

- MPX

Importing and exporting options?

- R8.2 Web- XML- Excel

XER?

- Proprietary- XER imports global fields with no control- Databases get “flooded” with this global data- Not all systems can read an XER- Snowball effect on Analytics and reporting

What’s Wrong with the XER?

Can you find the .XER

XER

Migration

This is a subtitle or bulleted list

Migrations

■ SQL to Oracle (Backend)■ Individual Projects (Front end)

Migrations - Backend

■ SQL to Oracle Migration

Migration – Front End

■ Limited baselines per project to copy■ Export multiple files at a time■ Wait until all projects are migrated to consolidate or change

data■ Resource calendars cannot be made into project calendars,

these will have to be cleaned up after migration

Maintenance and Archiving

This is a subtitle or bulleted list

Functional Maintenance

Weekly Project/Activity CodesGlobal and Resource Calendars

Monthly UDF’s (User Defined Fields)Global ChangesArchiveOBS Deep Clean

Global vs. Project Calendars

■ Acceptable GlobalCalendars:

■ Convert all other GlobalCalendars to Project &reassign to all correspondingareas▪ Inherit holidays and

exceptions from GlobalCalendar must be set to<None>

Resource Calendars– Knowledge Base

Archive Tool

■ Simple archive solution

Metrics

This is a subtitle or bulleted list

Springboard Connect

Springboard Connect

Springboard Connect CM and P6 Grid

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