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Clean Up Your Primavera P6 Database

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0% found this document useful (0 votes)
25 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.
Available Formats
Download as PDF, TXT or read online on Scribd

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.

Common questions

Powered by AI

Limiting super-user access enhances database management by reducing the risk of unauthorized data creation and modification, which helps in maintaining data integrity and consistency throughout the system. With fewer super-users, control over data structures is tightened, enabling a structured and disciplined approach to data entry and management. This reduces clutter and errors associated with ad-hoc updates or creations, enhancing the system's reliability. It also ensures that strategic data-related decisions are made by qualified personnel alone, contributing to a more organized and secure database environment .

Having a sandbox database is advised because it provides a safe environment to experiment with project creations, training new users, and conducting 'what-if' analyses without risking the main production database. It acts as a testing ground to manage new data imports, allowing teams to cleanse and verify data integrity before transferring them into the production database, which can prevent the main database from becoming cluttered or corrupted with unsuitable data from external sources .

Improper setup of Primavera P6 can lead to operational inefficiencies as it may result in disorganized data management, security vulnerabilities, and the misuse of global data objects which complicate retrieval processes. Lack of initial planning might allow too many users to have super-user access, leading to uncontrolled data creation, which can clutter the database. Failure to define appropriate workflows and permissions can lead to unauthorized access and data manipulation. This unplanned setup hampers the efficiency to fully utilize the powerful features of P6 for enterprise project management .

Critical components to consider during the implementation of Primavera P6 include ensuring that proper security and permissions are set for users, organizing and managing global and project-specific data objects such as calendars, activity codes, and cost accounts. Additionally, defining project archive procedures, setting up reporting structures, and optimizing workflows are essential to maintain a coherent and efficient project management system. These elements contribute to effective data management and organizational alignment with P6 capabilities, optimizing performance and usability .

Differentiating between global and project-specific data objects in Primavera P6 is beneficial because it allows for better data organization and efficiency. By using project-specific data objects, database clutter is minimized, enabling quicker data access and streamlined project management. It prevents the formation of a bloated global object list, making it easier to manage changes and updates and reduces the chance of global data conflicts across different projects, thus enhancing the system's operational efficiency .

Importing XER files directly into the production database can lead to the inadvertent inclusion of unwanted global data objects such as calendars, resources, and codes from external projects. This can pollute the existing database with redundant or conflicting information, making data management more complex and potentially leading to a cluttered and mismanaged database environment. Such practices can quickly escalate into a data nightmare, complicating reporting, analysis, and project management processes .

Managing user permissions influences the security and performance of a Primavera P6 database by ensuring that only authorized personnel have access to sensitive data and functions. This minimizes the risk of data breaches or unauthorized modifications that can compromise the database's integrity. Proper permissions also restrict unnecessary data entry, reducing clutter and enhancing performance by avoiding system overloads with irrelevant or redundant data. Moreover, it ensures compliance with organizational policies and protects against potential liabilities .

Proper implementation of an enterprise project management system like Primavera P6 is crucial as it ensures that the system is set up correctly from the beginning. This includes configuring security and permissions, defining workflows, and setting up data objects like global data, project codes, and roles. Proper setup prevents data disorder, optimizes operational workflows, and aligns the software's functionalities with organizational needs. This aligns with best practices in enterprise management, reducing risks of mismanagement and inefficiencies, and allows leveraging the full potential of P6 for better project control and decision-making .

Automated processes using tools like XER Manager improve database management efficiency by streamlining the import/export processes, helping to cleanse and verify data before it enters the production database. They reduce manual effort and minimize human error by automating routine tasks such as data validation, reducing redundancy, and resolving data conflicts. This ensures better data integrity, saves time, and maintains a cleaner database environment, allowing project managers to focus on strategic decision-making rather than data management tasks .

Cleaning and maintaining a healthy Primavera P6 database involves several strategies: firstly, spend time identifying and deciding the fate - export, delete, or archive - of old, redundant, or unknown data. Secondly, avoid making all data global by utilizing project-specific data objects where possible to reduce clutter. Thirdly, limit the number of super-users to a maximum of two to control unauthorized data creation. Additionally, create a sandbox database to test new projects and import/export processes without impacting the production database. Finally, seek implementation help for a professional database setup and use the sandbox database to cleanse external project imports before moving them to the production database .

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