How to Migrate P3 Projects to P3e presented by: Michael Baker Jr., Inc.

How to Migrate P3
Projects to P3e
presented by:
Jonathan Japka, PMP
Jason Hahn, PE
Michael Baker Jr., Inc.
Copyright © 2002 Primavera Systems, Inc.
Migrating from P3 to P3e
ƒ Why?
ƒ Preparation
ƒ Actual import
ƒ Where do things go?
ƒ What do I do next?
Migrating from P3 to P3e
Why?
Why Do I Want to Do This?
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Easier to use
All information in one place
Standardize across all projects
Sub-subprojects
Unlimited activity and project codes
Layouts shared across all projects
Filters shared across all projects
Security on projects, activities, layouts,
and filters.
Why? – Cool New Stuff!
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Hierarchical activity codes
Hierarchical project codes
Real WBS with organization chart view
Notebook topics (logs on steroids)
Steps
Web site publishing
Web-based statusing
Migrating from P3 to P3e
Preparation
Preparation
ƒ Primavera Enterprise (P3e)
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Enterprise project structure (EPS)
Resource structure
Security considerations (OBS)
Other global structures
ƒ Do you plan to send plans back to P3?
ƒ Primavera Project Planner (P3)
• PFX routine
Prepare P3 File – Run PFX
Corrects any
Btrieve
database
errors
Actual Import
ƒ Be sure P3 program is closed
• Import use RA engine, needs a full license
ƒ Where do I go in P3e?
• Command “File, Import”
Š Projects
Š Choose Primavera Project Planner – (P3)
• Wizard screens
Š Guides you through the process
Import Issues
ƒ Check – Did it import correctly?
• Durations match?
• Resources units match?
• Subprojects import as one project?
ƒ Advance Conversion Options
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What is PRMCONVERT.INI
P3e Admin User Guide – p303
Tech Bulletin Number – 2000922113526
Tech Bulletin Number – 2001514143112
Migrating from P3 to P3e
Where did things go?
Where Did Things Go?
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EPS
WBS
Activity codes
Resources
Custom data items
Layouts
Filters
Migrating from P3 to P3e
What do I do next?
What Do I Do Next?
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Create/Fix WBS
Assign global activity codes to activities
Fix resource assignments
Rebuild layouts
Rebuild filters
Create / Fix WBS
ƒ What should I do?
• Create a layout sorted by imported
activity codes
• Use this as a model and create WBS
• Add column for WBS in layout
• Assign to WBS and use Fill Down
command
Assign Global Activity Codes
ƒ What should I do?
• Create a layout sorted by WBS or
imported activity codes
• Add column for global activity code
• Assign to global code and use Fill
Down command
Assign to Global Activity Codes (cont.)
Organizes
by old
code or
WBS
Assign one
code to
many
activities
Fix Resource Assignments
ƒ What should I do?
• Review imported resource list
• Move new resources into structure with a
drag
or
• Reassign imported P3 resource with
existing P3e resource
Š Delete resource and follow wizard
Fix Resource Assignments (cont.)
Top
displays
resource
with match
Bottom
displays
without a
match
If Reassigning Resource, Use Wizard
That’s it, you’re done!
Questions?
Need help? Contact:
Jonathan Japka, PMP
Japka Management
408 E 2nd Street
Moorestown, NJ 08057
856-296-8265
[email protected]
Jason Hahn, PE
Michael Baker Jr., Inc.
307 College Road East
Princeton, NJ 08054
609-734-7900
[email protected]