Project Partners Blog Author:
Sachin Gupta | Oracle Primavera Solution Architect – Application Integration Specialist

Activity Excel Utility Using P6 EPPM Web Services

P6 EPPM Web Services is a great way of integrating external systems with P6 EPPM application. Activity excel utility allows reading and writing data to Oracle Primavera P6 EPPM using P6 EPPM Web Services.

Activity excel utility allow user to:

• Maintain activity details
• Maintain activity relationship
• Assign global and project activity code to activity
• Assign resource or role to activity
• Maintain activity steps
• Maintain activity UDF
• Maintain resource assignment UDF
• Maintain activity step UDF

Update Project List – download list of projects from the connected P6 EPPM application

Read All Data – allows downloading all activity data at the click of button

Clear All Data – removes data from all worksheets

Read – Read or download data from P6 EPPM using Web Services

Modify – Create, Update or Delete the data for the corresponding business object

Screenshots of some of the worksheet are shown here for reference

Activity Details allows creating new activity and maintaining existing activity data. CRUD flag is used to identify the operation to be performed

“C” – Create, “U” – Update, “D” – Delete, “R” – Read.

Activity data is downloaded with CRUD flag as “R”

Activity attributes like Duration Type, % Complete Type, etc. use same set of values as in the application.

Activity Relationship can be created and updated within excel utility. Relationship Type has a predefined set of values as used in application – Task Dependent, Resource Dependent, Level of Effort, Start Milestone, Finish Milestone, WBS Summary.

Activity Code Assignment allow user to assign activity code to activities. Both global and project specific activity codes can be assigned to activities.

Resource Assignment allow user to assign resource/role to activities. This can be used to maintain resource assignment for activities of the project.

User interface for all other worksheets are similar to the one shown above.

Download evaluation copy here.

—————————-

Project Partners, a long-standing Oracle Partner, and global leader in optimizing business processes and IT investments within project-driven organizations.

www.projectp.com

Project Partners Blog Author:
Sachin Gupta |Oracle Primavera Solution Architect  Application Integration Specialist

Primavera Data Service (PDS) is a new free offering for P6 and Unifier cloud customer to enable and use. It exposes a set of endpoints that enables extraction of data from application database. It uses data service endpoints to discover which database tables and columns are accessible and then run queries against them. It provides read only access to data. It is available to both new and existing cloud customers.

Primavera Data Service can be used to read data from cloud environment. Data can be extracted in CSV file format or it can be stored in local database. Once the data is extracted, either in CSV file or stored in local database, reports and dashboard can be built on such data. The complete process to read the data using PDS and writing it to local database or CSV file can be automated. It can be run at pre-determined time or ad-hoc basis based on the requirement.

Primavera Data Service uses JavaScript Object Notation. JSON, is an open-standard file format or data interchange format that uses human-readable text to transmit data objects consisting of attribute–value pairs and array data types (or any other serializable value) – Through JSON Applications, PDS makes use of RESTful end points to access the cloud database.

Primavera Data Service provide read only access to the following for P6 EPPM:

• SELECT privileges on all P6 tables (including PX tables) except ADMIN_CONFIG, BRE_REGISTRY, PREFER, PUBUSER, SETTINGS, and tables that start with DLT, DR$ and MDRT_.
• For granted tables, synonyms use the same name as the table.
• Views for PXRPTUSER (ds_p6reportuser config is used to access these views).

Note that this data need to be extracted periodically to keep it current, although it will still not be real time but good for data analysis and generating month end reports using tools like Tableau, Microsoft Power BI, etc.

For real time data, P6 web services can be used. P6 web services can read and write data and can be used for integration where as PDS can only be used to read data.

Limitation:

1. The data service cannot be used to read BLOB or CLOB fields.
2. Complex SQL queries cannot be written to extract data.
3. API does not support queries using LIKE and IN conditions.

*Important NOTE: PDS is currently available for customers running P6/Unifier 19.4 or later in GBUCS environments.  PDS is available for OCI running P6/Unifier 19.12.1/20.1 or later.

List of tables available for P6 EPPM with configuration ds_p6adminuser:

List of views available for P6 EPPM with configuration ds_p6adminuser:

List of views available for P6 EPPM with configuration ds_p6reportuser:

If you are looking for a solution to extract data from cloud database (P6, Unifier or Oracle Primavera Cloud) and build reporting solution, or looking for a demo to extract the data from your cloud environment one time to see how the data looks like, contact us at sgupta@projectp.com, or http://www.projectp.com/demos/contact_us.cgi

*Reference: How P6 and Unifier Cloud Customers Can Utilize Primavera Data Service (PDS) to Access their Cloud Database (Doc ID 2552583.1)

For more information on Project Partners go to www.projectp.com

Project Partners Oracle Primavera P6 EPPM

Implementation Services

Making Your Cloud Vision a Reality.

Through implementation, customization, and integration Project Partners’ Oracle Primavera P6 EPPM experts provide clients with a comprehensive, real-time view of their portfolio, enabling a deep understanding of all projects within an organization anywhere in the world.

Oracle Primavera P6 Enterprise Project Portfolio Management (EPPM) is the most powerful, robust, and easy-to-use solution for globally prioritizing, planning, managing, and executing projects, programs, and portfolios in asset-intensive industries. P6 EPPM solution enables project driven organizations to intelligently manage their programs and projects—from small and simple to large and complex.

Are You Using The Latest And Greatest P6 EPPM Versions?

P6 EPPM cloud version  provides easy access to enhanced features that make it an excellent tool for project centric organizations to meet complex Project Portfolio Management requirements. In addition, it provides comprehensive business and industry solutions based on leading practices enabling  increased productivity, accelerating business performance and providing a lower cost of ownership across the organization.

Ready to Move to the Cloud?

Oracle Primavera P6 EPPM is Ready for You.

We provide expert cloud migration services to integrate P6 EPPM with your finance and asset management systems, providing a consolidated view of the  enterprise project portfolio for an accurate, up-to-date view of projects, people and financial performance.

With Project Partners comprehensive approach to implementation, we can quickly and easily – WITHIN 4-6 WEEKS – provide a full assessment, and develop your migration path to make your Cloud Vision a Reality.

 LEARN  MORE ABOUT OUR ASSESSMENT OFFER AND
CLICK HERE NOW TO GET STARTED

www.projectp.com | Phone: +1.650.712.6200