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- 1. COLLABORATE 12 Page 1
Copyright ©2012 by Peter T. VanSickler
Data flow between P6 & CM (Save Time and Effort Utilizing the Primavera
PCM - P6 System Integration)
Peter T. VanSickler
Alutiiq, LLC – An ANC (8a) Alaskan Native Corporation, located in Anchorage Alaska. The
company has 8 divisions with the Construction Division utilizing the Oracle Primavera Contract
Management and P6 Systems.
Introduction — With the current corporate environment of ―Doing More with Less‖ mind-set, a company can
save time and effort utilizing the Oracle-Primavera provided integration package for both Oracle Primavera Contract
Management and P6. I will be discussing the integration and one way of taking advantage of the integration
solution, provided as part of the software systems, to update a Project Schedule through data entry in the Daily
Report and then from the updated Project Schedule, creating a Payment Requisition for a Client or Subcontractor
based on schedule activity’s percent complete to determine the billable amount for the particular Schedule of Value
in the Payment Requisition.
Ease of integrating P6 and Contract Management with very
little effort — By configuring the two system to point at each other,
utilizing the system’s Primavera Administrator; the key piece is completed.
Once a Project is created in the PCM System and the P6 System, the two
projects need to be linked and data items to flow between the systems need to
be selected. After the linking of the two projects and selecting the data items,
the systems are integrated and ready for use.
The P6 system PULLS the data from PCM system and the PCM system
PULLS the data from the P6 system.
Reference: Master Note for Integrating Contract Management with P6
[ID 914068.1]
Demonstration of the CM Daily Report data to update an P6 Activity Status — When an
employee is creating a Daily Report Document within the project, there is the ―Schedule‖ tab in which provides the
employee the opportunity to ―Get Activities‖ from the P6 Project Schedule that will Start, Finish or are In-Progress
on the day of the Daily Report date. Once the Schedule activities are pulled into the document, the activity’s status
can be updated. In addition, Schedule items that were started early can be added to the daily report using the ―Add‖
selection and a P6 Activity item can be added and then statused. With the schedule activities updated, the
information is ready to be imported (pulled) into the P6 schedule.
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Copyright ©2012 by Peter T. VanSickler
When the scheduling person that is updating the project schedule is
ready, the updated information can be imported into the schedule.
Prior to the actual data being updated in the system, an import log is
created documenting which schedule activities have updates, which
can be saved and reviewed. This step provides a log of the update.
The updates can be cancelled or committed to the schedule and
modified, if needed.
Using the PCM Daily Report Activities and P6 Schedule integration,
effort is saved by the person creating the Daily Report because they
are not required to enter the activities worked, just update the
activities for that document period and pull in the other activities
that were started early. The Schedule is updated by using the data
entered as part of the Daily Report, thus saving effort by the Project
Scheduler of going through activity by activity and updating each,
just reviewing the updated status provided and modifying if needed.
Demonstration of the P6 Schedule Percent Complete data to update a Payment Requisition
Schedule of Value Item — When an employee is creating the Payment Requisition for the client or a
subcontractor in the project, the schedule of value can be linked to that actual Project schedule activity in the P6
system. This way, the billing is based on the actual percent complete from the project schedule.
The initial Payment Requisition requires the Schedule of Values to
be linked and all subsequent requisitions will have the link
automatically associated with the SOVs. When the P6 schedule
activities have been updated and has been approved for use in the
Payment Requisition, activity percent complete is then pulled into
the payment requisition for review and modification, if needed.
This pull of the Schedule Percent Complete can be done when the
subsequent requisition is generated or during the requisition process
by utilizing the ―Get Percent Complete‖ function within the Payment
Requisition Document in the ―Schedule of Values‖ section under the
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Copyright ©2012 by Peter T. VanSickler
―More Commands‖. Each of the Schedule of Values is then updated
with the percent complete and the billable amount is calculated to
complete the Payment Requisition.
Using the P6 Schedule Activity percent complete and the PCM
Payment Requisition Schedule of Values integration, effort is saved by
the person creating the Payment Requisition because they are not
required to enter the individual billing amount for each Schedule of
Value, just pull in the Schedule of Value activity percent complete, the
system calculates each value, totals it and it is ready for review and
modifications as needed. Since the schedule data is utilized for the
calculation of the billing values, effort is saved by the Project
Administrator or Manager of going through Schedule of Value line
item by line updating each, just reviewing the calculated values provided and modifying if needed
Conclusion — To save time, effort and data errors, it would be beneficial to a company to utilize the Oracle
Primavera Contract Management – P6 integration system provided with each system. It requires a few simple steps
to create links between the systems and projects and provides huge benefits. Time and effort is saved in just
utilizing the project daily report activities updates to update the project schedule along with the updated schedule to
update and calculate the payment requisition schedules of values. There are many other benefits provided with the
PCM – P6 integration not covered here which are documented on the Oracle ―My Support‖ website in the
knowledge base.