siteplan program view - fileburstccs.fileburst.com/downloads/version2/manuals/export... · siteplan...

SitePlan program view

SitePlan program Before a program is exported ensure that all the logic links, BOQ links, etc. are correct

Program • Start date and TimeNow date • Multiple calendars with holiday/workday exceptions • Summary headers as a work breakdown structure

Activities • Activity number & descriptions • Activity durations -- Start and End dates • Precedence Logic • Time now and actual dates (progress)

BOQ * • Net amount as a number per activity in a user defined column • Selling amount as a number per activity in a user defined column • Net amount per activity as a P6 resource • Selling amount per activity as a P6 resource

* Only available for Primavera 6 release 7

Activity types • Special activity types are exported as follow:

• Contract start = Mandatory start • Contract end = Mandatory end • Target start = Start on or before • Target end = Finish on or before • B type = Start on • H type = Normal activity with universal calendar (7days) allocation • Tied (hammock) = normal activity (P6 hammock / level of effort links are different) • F type = As late as possible • V type = normal activity (P6 does not have such a type) • M type = normal activity (P6 does not have such a type) • K type = normal activity (P6 does not have such a type)

Activities • Remarks, notes and calculation sheets • Base program and snapshots • Special types i.e. T-types (SitePlan hammocks) • Codes i.e. zone, area, etc. • Time location data • Information and Long lead schedules data

Resources • No planning resources are exported • No estimating resources are exported

General • Only planning data mentioned in previous slides are exported. • No other planning data are exported • Only BOQ data mentioned in previous slides are exported. • No other estimating data are exported


Export the program In the program manager highlight the program to be exported. Select Tools > Export > Export a Primavera 6. … .XML


Linked program If the program is linked to the BOQ , choose to export the amounts or not.* * Only available for Primavera 6 release 7 export.


Save XML file Save the XML file in your destination of choice


Import the XML into P6 In the home screen of P6 select File > Import Choose the option “Primavera PM – (XML)

Select the folder to import from Use the dropdown menu to browse and select the XML file created by Candy

Choose the EPS to import to With the file selected choose the import action “ Create New Project and select where to import to

Modify import configuration You can select to modify the import configuration as required


Recommended import configuration The above is the recommended configuration Ensure that you have the applicable user rights to allow changes

Import complete Once complete you can choose to view the log file with information about the import


End result – Cost loaded program Open the project and check dates , calendars and calendar allocation as well as holiday exceptions


Budget Forecast – WBS level Above is a sample of a report with budget forecast at WBS level


Budget Forecast – Activity level Above is a sample of a report with budget forecast on selling amount per activity.

Due to differences in calculation and the activity types between products the responsibility for validating the results must lie with those providing the export file and those doing the

import..

Logic differences between SitePlan and P6 A Start Lead in P6 is the number of days from the start of a predecessor to the start of the successor. A Start Lead in SitePlan is the number of days of work done in the predecessor before the successor can start. This will cause differences in results when there is progress out of sequence. The same applies to End Lags.

Recommended checks Contract starts and ends; Target starts and ends are exported as constraints. Ensure that these constraints are set correctly in P6. All calendars are exported, but check that the holidays and non-work days are set correctly in each calendar. A (T)ied activity is linked differently than a Hammock in P6. One of the Tied activity’s links is discarded during the conversion process. These activities must be re-linked in P6 according to P6’s conventions.

Primavera Project Planner and P6 are registered trademarks of Oracle Primavera Systems, Inc.

Only P6.7 and later exports XML files

Primavera P6 program The XML export described here will only work with Primavera P6 release 7 or later.

Select Help > About Primavera P6… to get the release information.

Program • Start date and TimeNow / Data date • Only activity calendars used and allocated to activities are imported (including the holiday exceptions) • WBS layout is imported as level headings.

Activities • Activity Id = Import into the Import reference column in Candy • Activity descriptions • Activity durations -- Start and End dates • Precedence Logic (predecessors and successors) • Actual start , Actual finish and Remaining durations – not advisable as Primavera allows “funny” progress like actual dates after TimeNow / Data date or Actual finish dates with a remaining duration. Candy “ignores” this (with a message displayed after import)

Activities • Specialised activity types (other than task dependent) are imported as normal activities (example

“Level of effort, mile stones, etc.) • No base program information.

Resources • No Primavera resources or resource data like resource calendars etc. are imported into Candy

General • Only planning data mentioned in previous slides are imported. • No other planning data are imported.

Layouts • Only the WBS layout is imported – Imported as heading levels in Candy. • Note only 9 tree levels of WBS layout are imported – NO activity code layout or filtered layouts are

imported. • No activity codes are imported. • No user defined columns are imported.

Export the prgram

Export the program In P6 open the program to export Select File > Export


Export the program Select >“Primavera PM – (XML)”.


Export the program Ensure the correct program is exported.


Export the program Browse and choose where you want to save the XML file.

Select the box “Export all project level layouts” to produce a smaller zip file.


Import the XML into Candy In the Program Manager select Tools > Import > General importer ….

NOTE: First Unzip the P6 file, if received as a zip file.


Select the XML to import Browse for the unzipped XML and Open to start the import. (Remember to unzip the file first if received as a zip file.)


Analysis display At the end of import process an analysis report will be displayed. If any conversion problems were encountered it will also be included in the report.


Imported program in Program manager The imported program will be added to the program manager. Select the program.


Customise a view to include Import reference Add the import reference column to your document view to see the P6 activity Id for comparison.


Calculate the program Press the Calculate button to calculate the imported program.


Import complete Once complete check & compare the calendar, holidays and activity dates.

Due to differences in calculation and the activity types between products the responsibility for validating the results must lie with those providing the export file and those doing the

import..

Logic differences between Candy and P6 A Start Lead in P6 is the number of days from the start of a predecessor to the start of the successor. A Start Lead in Candy is the number of days of work done in the predecessor before the successor can start. This will cause differences in results when there is progress out of sequence. The same applies to End Lags.

Recommended checks Contract starts and ends; Target starts and ends are imported as constraints. Ensure that these constraints are set correctly in Candy. All used calendars are imported, but check that the holidays and non-work days are set correctly in each calendar. A (T)ied activity is linked differently than a Hammock (Level of effort) in P6. These activities are imported as normal activities and must be re-linked in Candy according to Candy’s conventions.

®Primavera Project Planner and P6 are registered trademarks of Oracle Primavera Systems, Inc.

siteplan program view - fileburstccs.fileburst.com/downloads/version2/manuals/export... · siteplan...

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