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Reporting from many projects from the EPS

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Brian Walkin
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Hello,

I'm trying to produce reports for a group of unrelated schedules. I am using P6 Pro v20. Example provide a list of project names, start date and end date and % complete of all projects in the EPS by project type. Maybe pick out a few milestones with actual and baseline values and would only want to look at the cetrain versons e.g. current version and baseline of each schedule. If I can pull the data into a CSV file and create the reports outside P6 it would be better still.

Where to start, is this kind of thing possible from Reports within P6, are there any examples available online to look at. Will I need to get into the Database to do this kind of reporting. 

Replies

Santosh Bhat
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Brian,

Use a Global Activity Code to tag the required activities in each project. Then using the Project Codes, Open all the projects you have filtered at once., and then filter based on the Global Activity Code. 

Brian Walkin
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Santosh's suggestion to use Select ENTERPRISE>PROJECT CODES takes care of part of my question. It is still necessary to ensure that the current version of the schedule for each project is tagged as master/working/current (which makes sense).

One further question is whether it is possible to filter out one or more milestone activities from inside each schedule, e.g. Occupancy milestone, commissioning milestone or substantial completion etc. 

Rafael Davila
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It is not unusual to have hundreds of schedules in a government agency portfolio. If so, the program manager will be receiving hundreds of updates every month, each with a Data Date of their own, in some cases a few will not be received on time, but the manager will still be in need to report what is available. 

Loading the latest update we know as Consolidation of Subprojects, it is done at a single click of the mouse.

00

This is a procedure many program managers must perform very frequently. Your software is different but I suspect there must be an easy way to automatically upload the latest update for each project schedule.

If your software depends on pre-defined Financial Periods you might have some issues with the cost reports when the Projects Data Date and/or Performance Periods are different. It is possible that some submitted schedules might use weekly performance periods while other might use monthly performance periods or any other.

Good Luck, Rafael

Santosh Bhat
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Brian, just like you can create Activity codes to assign to activities, you can create Project Codes to assign to projects. Select ENTERPRISE>PROJECT CODES from the menu. These can also be hierarchical.

You can then Filter, or Group by these codes rather than using the EPS structure.

Rodel Marasigan
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Yes, why not? If the information are requires on the report. You can tailor to suit your report as per report requirement and what suits for the stakeholders.

Brian Walkin
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more clarification: would like to bring the data (data date, start date end date and last scheduled date) from the newest project in every EPS node. 

 

Rodel Marasigan
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You can filter by data date or date added, which ever is your preference to suit your requirements.

Rodel Marasigan
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.

Brian Walkin
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Thanks to further clarify.

If one project has many schedules (wekly updates, What if's etc) in the EPS node how can we filter for the latest or most relevant schedule in each EPS to include.

Rodel Marasigan
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Under the Project module, you can create a Project layout (grouping, sorting, filter, date,progress, etc) and produce the report. You may need to run the Tools -> Summarize to get the progress % shown.