Tuesday 1 October 2019

Primavera P6 EPPM - Replace SDK with P6 EPPM Web Services


*As of version 18.8 the Primavera P6 SDK has been removed. The SDK is a 32-bit technology; 32-bit operating systems and 32-bit applications are no longer supported for P6 version 18.

Primavera P6 EPPM web services is good alternative to P6 SDK for enterprise customers using P6 EPPM. P6 EPPM web services is an integration technology that extends P6 business objects and functionality. It is based on open standards including SOAP, XML and WSDL.

This article describes a way to utilize Primavera P6 web services with Microsoft excel to maintain enterprise and project data both online and offline.
 
P6 EPPM web services is utilized in the excel utility to import/export data, in and out of Oracle Primavera P6 EPPM. Access to data is based on P6 EPPM application user login and uses username token authentication. User must have P6 web services access to use excel utility. P6 EPPM business rules are automatically taken care of when using P6 EPPM web services.

Microsoft excel is a great way of maintaining large volume of data, all at one place and across multiple environments like production and non-production. This utility can be used across multiple releases of Oracle Primavera P6 EPPM for both on-premises and P6 EPPM cloud.

No additional installation is required. Enter application username, password and URL of P6 EPPM web services and you are ready to use the product. Username, Password or P6 web services URL is not stored anywhere in excel internally. Once these fields are cleared and excel is saved, this information cannot be retrieved. This makes it safe to share among users for offline use and maintaining data when there are multiple users maintaining different data elements.
  


Dictionary Excel Utility
Screenshot below shows data elements that can be synchronized using this excel utility which covers all the business objects that were part of Dictionary.xls P6 SDK.


Business object supported by Dictionary excel are
Global
Activity Code
Calendar
Cost Accounts
Currency
Funding Source
OBS
Project Code
Resource
Resource Code
Resource Curve
Resource Rate
Role
User



Admin Categories
Baseline Type
Document Category
Document Status Code
Expense Category
Notebook Topics
Unit of Measure
WBS Category



WBS Excel Utility
WBS (Work Breakdown Structure) excel utility allow users to download WBS hierarchy for a project. For a new project complete WBS hierarchy can be developed in excel. For existing project it can be downloaded and maintained in excel and uploaded back to P6 EPPM. WBS elements can be Created, Updated or Deleted as required using excel utility. WBS element can be moved from one parent node to another using the excel utility.



Activity Excel Utility
Activity excel utility allow users to download activities and related information for a project. Related information like resource assignment, activity code assignment, UDF among others can be easily maintained using this excel utility.





Email me or drop me a message for more information on any of these excel utilities.

*Reference: Note 2470329.1: Is the Primavera P6 Software Development Kit (SDK) Available in P6 Version 18.8? (Doc ID 2470329.1)


1 comment:

  1. Its grate information publish its make life better of Primavera End user post discontinue Excel utility by Oracle

    ReplyDelete

About Me

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Over 20 years of experience in providing integration software solutions to various industries.Handled numerous projects implementing Primavera P6 EPPM, P6 Analytics, P6 BI Publisher Reports, Oracle BPM, SOA Suite, Primavera Gateway, Oracle Unifier, Instantis EnterpriseTrack, Oracle E-Business Suite.

Developed integration solution around these products and with ERP and legacy systems.

Designed excel utilities to quickly load and maintain data in excel for these products.

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