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Creating and Managing Summary Tasks in Oracle Primavera P6 for Version 7.1

OnePager supports the representation of Project Summary Tasks for Oracle Primavera P6 source plans by providing a virtual task which spans the duration and computes the percent complete for the entire project. These Project Summary Tasks can be found by looking at a OnePager field called Project Summary, which will be set to True/Yes for any tasks that summarize at the project level.

If the Outline Level for an imported activity is equal to zero (0), the corresponding Project Summary value is set to True/Yes indicating that the imported activity is a Project Summary type activity. If the Outline Level for an imported activity is greater than zero (0), the corresponding Project Summary value is set to False/No, meaning that the activity is either a lower-level summary task, or simply an individual activity.

The Project Summary field is also available to use when making task selections when creating a NEW chart or when performing an UPDATE of an existing chart. Used this way, the Project Summary field can be used to control the import of just Outline Level zero (0) activity or activities whose Outline Level is greater than zero (0).

This sub-section provides an example of how the Project Summary field in OnePager can be used to create and manage OnePager charts that represent the highest summary level for multi-project source plans managed by Oracle Primavera P6.

Multi-Project Oracle Primavera P6 Example

Consider the Oracle Primavera P6 source plan shown below as a multi-project source plan which is used as the example source plan in this article:

The illustration shown above is a multi-project source plan made up of Project A and Project B each with multiple phases and activities. Creating a detailed OnePager chart from this source plan is described elsewhere. For our purpose here, the requirement is to create a chart that has a task bar for each of the two projects represented above.

Selecting Activities to Represent Project Summaries

Creating a NEW chart in OnePager requires launching OnePager Bundle Standalone from your desktop and selecting the NEW option from the OnePager Bundle Start form shown below:

Clicking the NEW button accesses the abbreviated OnePager choices form where you select the source plan for import to OnePager and other selections and options as discussed further below. The abbreviated OnePager choices form is shown below:

Selecting the Oracle Primavera P6 Source Plan

Going forward and selecting the Oracle Primavera P6 multi-project source plan using the Select… button shown above, expands the OnePager Choices form to look like this:

Selecting the Multi-Project Template Properties Form

As shown above, we need to access a multi-project Template Properties form since our intent is to produce a multi-project Summary chart. To do this, click on the Change… button in the Starting Template sub-control group which accesses a list of Template Properties form as shown below:

Naming the Multi-Project Chart

Upon completing the Template Properties form selection, continue on and enter the chart’s title in the Title of New Chart sub-control group’s text window. When that is done, the OnePager choices form looks like this:

Selecting Project Summary Tasks Using the Project Summary Field

At this point you are ready to make task selections using the one of the three options in the Task Selection sub-control group. The easiest way to do this is to click the Select task with ‘YES’ in field: radio button and click in the window to access the dropdown list as shown here:

Creating the Chart

Once you’ve selected the Project Summary option, you may change the snapshot date, if desired, and go ahead and click the Create new chart button. When this button is clicked, OnePager creates the multi-project chart that looks like this:

In the chart shown above, created from an XML formatted import from Oracle Primavera P6, OnePager has used the Project Summary field to create a task bar shape that covers the start to finish dates for Project A and Project B. OnePager also made the color selections based on the different project names. Additionally, using the XML formatted import’s data, OnePager calculated the Percent Complete value for each project.

To see this information in text form, adding text columns for Start Date, Finish Date, Percent Complete, provides visual conformation of this information in the chart as shown below:

Alternative Method for Selecting Project Summary Tasks

As an alternative means of selecting Project Summary Tasks for display in your OnePager chart, you can use the Conditional Import Rules feature. This can be done by using the Select task by custom filter radio button to access the Conditional Import Rules form as shown below:

Using the Conditional Import Rules form, create a rule using the Project Summary field in the Field column of the form and True/Yes in the Operator field as shown below:

Clicking the OK button on the Conditional Import Rules form and the Create new chart on the OnePager choices form creates the same chart as shown above.

For more detailed information on conditional import rules, please see the article at: Conditional Import Filters (Portal) 7.18.1-71.

Related Links

Using Oracle Primavera P6 Source Plans with OnePager 3.0.3.1-71

Basic Workflows (Portal) 7.0.1-71

Conditional Import Filters (Portal) 7.18.1-71

Creating Various Multi-Project Charts with OnePager (Portal) 8.0.1-71

Managing Templates (Portal) 24.0.1-71

(8.5.2-71+)