Primavera P6 EPPM 23.12 has been released by Oracle. If your using Oracle Cloud, then all these features are already available to you with some released throughout the year. For the on-premise folks, this is the first time you’re seeing this release. As stated in previous blogs, the annual release cycle of P6 EPPM typically has occurred every December.
So, let’s dive right in and see what’s in Primavera P6 EPPM 23.12.
Choose Whether to Update Resource Rates When Currency Exchange Rate Changes
When you change the exchange rate for a currency used by a resource rate, P6 prompts you to decide whether to update the resource rates using that currency. For example, if the base rate of your database is Dollars and you change the exchange rate for Euros, P6 will ask whether you want to update the exchange rate for resource rates quoted in Euros. If you choose to update resource rates (subject to your resource access), resources assignments using rates quoted in Euros would be calculated using the new rate the next time you run Recalculate Assignment Costs.
Because the application now considers whether resource rates are using any of the currencies you have changed, if you confirm you want to make the changes including to currencies used by resource rates, applying the changes can take some time.
Usage Analysis Available on Currencies Page
You can analyze data usage on the Currencies page to gain insight into how many and which users have each currency as their view currency as well as how many and which resources are using each currency.
Any User Can See Their Current and Recent User Sessions
Users can now view information about their recent sessions by selecting My Sessions page from the User menu. Users who are not assigned the Admin Superuser global security profile can see only their own current and recent sessions. Users logged in to an account assigned the Admin Superuser global security profile will still only see User Sessions on the User menu, but the User Sessions page now has three views; the Current user activity view lists all users’ sessions including locked out user accounts, the Recent user activity view lists their own most recent sessions per application, and the My Sessions view gives the user the same view that users without the Admin Superuser global security profile can see.
Fill Down the Assignment of Status Reviewers on the EPS Page
Add the Status Reviewer column to your EPS page view to assign status reviewers to projects using the Fill Down menu item on the Row Actions menu. When you assign status reviewers to a project by filling down the value from one project to others, the status reviewers you assign will automatically be assigned to every WBS node in the project, overwriting any existing status reviewer assignments at those levels.
Add Time Stamp to the File Name of Exported Files
Project scheduled services to export XER and XML projects allow you to select an option to add a time stamp to the name of files generated by the service. As well as providing a record of the date and time the export was created, adding a time stamp to the file name prevents newer files replacing previously exported files in the same folder. The time stamp uses the date and time of the server running the service and may differ from the time zone of the user who exports the file.
Improved Project Preferences Functionality
You can now save your selected project preferences for an ESP node. Access the Project Preferences for EPS dialog box by selecting an EPS node and then selecting Set Project Preferences from the Row Actions menu. Additionally, you can use this dialog box to change the project preferences of multiple projects simultaneously or to copy the default project preferences of the parent EPS node to the selected EPS node.
New Sample Reports
Four new sample reports have been added.
Status Reviews – Not Approved shows all the status updates that are not yet approved, including information about the project, activity or assignment. review status, submitting user, the dates the update transitioned into various states, how long the review has been unapproved, who could review the update, and the review type. You can select to run the report against all reviewers or a named reviewer, and whether you want to include Admin Superusers and Project Superusers. You can also select whether you want to report on reviews that have been unapproved for the last week, two weeks, month, three months, six months, or for over six months.
Status Reviews – Pending shows all pending status updates including information about the project, activity or assignment, submitting user, the dates the update transitioned into various states, how long the review has been pending, who could review the update, and the review type. You can select to run the report against all reviewers or a named reviewer, and whether you want to include Admin Superusers and Project Superusers. You can also select whether you want to report on reviews that have been in a pending state for the last week, two weeks, month, three months, six months, or for over six months.
Timesheets Report – Project Manager shows all timesheets pending approval by any project manager, including information about the submitting resource, timesheet period, timesheet status, submission history, how long the timesheet has been pending approval, the last person to review the timesheet, and the project managers or delegates who can approve the timesheet. You can select to run the report against all statuses or a specific status, and whether you want to include Admin Superusers. You can also select whether you want to report on reviews that have been in a pending state for the last week, two weeks, month, three months, six months, or for over six months and start and end date for timesheet periods that you want to examine.
Timesheets Report – Resource Manager shows all timesheets pending approval by any respective resource manager, including information about the submitting resource, timesheet period, timesheet status, submission history, how long-time timesheet has been pending approval, the last person to review the timesheet, and the resource manager or delegate who can approve the timesheet. You can select to run the report against all statuses or a specific status, and whether you want to include Admin Superusers. You can also select whether you want to report on reviews that have been in a pending state for the last week, two weeks, month, three months, six months, or for over six months and start and end date for timesheet periods that you want to examine.
Activities: Easily Identify Exceptions and Non-Work Days in Date Pickers
Use the Show Exceptions option in date pickers to switch on and off coding of the dates in the calendar part of the picker on the Activities and Assignments pages. When the option is switched on, the dates in the calendar part of the picker are color- and shape-coded to show whether the date is work time, non-work time, or an exception according to the project, resource, or global calendar. You can hover the mouse over the items in the legend at the bottom of the date picker to see the descriptions of the meaning of each coding.
Assignments: Easily Identify Exceptions and Non-Work Days in Date Pickers
Use the Show Exceptions option in date pickers to switch on and off coding of the dates in the calendar part of the picker on the Activities and Assignments pages. When the option is switched on, the dates in the calendar part of the picker are color- and shape-coded to show whether the date is work time, non-work time, or an exception according to the project, resource, or global calendar. You can hover the mouse over the items in the legend at the bottom of the date picker to see the descriptions of the meaning of each coding.
Ease of Use: Easily Identify Exceptions and Non-Work Days in Date Pickers
Use the Show Exceptions option in date pickers to switch on and off coding of the dates in the calendar part of the picker on the Activities and Assignments pages. When the option is switched on, the dates in the calendar part of the picker are color- and shape-coded to show whether the date is work time, non-work time, or an exception according to the project, resource, or global calendar. You can hover the mouse over the items in the legend at the bottom of the date picker to see the descriptions of the meaning of each coding.
Importing and Exporting: CPP Export Feature Enhanced
From P6, you can export multiple projects to CPP format at the same time. Relationships to activities outside the set of projects being exported are represented by relationships to placeholder tasks with a subtype of SVT and with a task ID that starts with ‘P6_SVT_’. However, inter-project relationships among the projects being exported together are represented as normal relationships and not replaced with SVT tasks. Mappings have been added for DS18 (Schedule EU), DS19 (Schedule Calendar Standard), and DS20 (Schedule Calendar Exception).
From P6 Professional when connected to an EPPM database, you can export multiple projects and their associated baselines in CPP format. Export templates for CPP format that have been created in P6 are available in P6 Professional. Exporting CPP format files from P6 Professional uses a job service in P6. Once the export process is complete, P6 Professional users can download the exported file from the Job Status dialog box in P6 Professional.
Importing and Exporting: Schedule the Export of Projects in XER Format
You can create project scheduled services to export projects to XER files.
Importing and Exporting: Greater Control Over Document Categories, Document Statuses, and WP and Docs are Imported
When you import XER and XML files, you can specify whether and how to import the categories and statuses applied to documents as well as WP and Docs themselves.
Scheduled Services: Run Project Scheduled Services Against Projects Assigned to a Code
You can run project scheduled services against a group of projects assigned to a specified project code value. When you select the projects to add to a scheduled service, select Project Codes from the Organize By list to group projects in the list according to their code assignments. You can select a project code value to assign, if you want the service to be run against all projects assigned to that project code value at the time the service runs.
Scheduled Services: Schedule the Export of Projects in XER Format
You can create project scheduled services to export projects to XER files.
Team Usage: View Codes and UDFs in Team Usage
Detail windows have been added to the Team Usage dock, allowing you to view the codes and UDFs assigned to the selected resource, role, or project.
Summary
Oracle puts much more development attention into P6 EPPM. As a result, Primavera P6 EPPM 23.12 contains more new features and capabilities than in the recent P6 Professional 23.12 release. Of course, P6 Professional is a more mature product, so this makes sense.
For me, some of the highlights of this Primavera P6 EPPM 23.12 release are:
- Choose Whether to Update Resource Rates When Currency Exchange Rates Change
- Fill Down the Assignment of Status Reviewers on the EPS Page
- Add Time Stamp to the File Name of Exported Files
- Improved Project Preferences Functionality
- Importing and Exporting: Schedule the Export of Projects in XER format
But I’m sure you will have your own favorites and so everyone should be happy with Primavera P6 EPPM 23.12, right!