OnePager Bundle 7.1 brings the ability to import schedules from Primavera P6 in either the XML or the XER file formats. This direct import provides significant advantages over the traditional method of passing Primavera P6 data through Excel before importing into OnePager Express. These advantages include:
- Fewer steps, fewer clicks, and fewer opportunities for error.
- Swimlanes can automatically be generated based on the existing WBS in Primavera P6 instead of relying on a text field.
- WBS Objects can be imported directly into OnePager and rendered as summary tasks, which in many cases reduces or even eliminates the need to create summary activities in P6 itself.
- Easier multi-project reporting: OnePager can import multiple XML or XER files at once, or can import a master XML or XER file containing multiple Primavera P6 schedules.
Preparing your Primavera P6 File
Before launching OnePager, you will want to export your Primavera P6 schedule. OnePager supports both the XML and XER formats, though you may have preference for one or the other based on your own organization's requirements.
If you want to have OnePager filter your schedule so that only specific activities appear in your chart, we recommend creating a user-defined field, and placing a "Yes" or a "Y" next to any activities that you wish to include in your chart:
Once you have selected the activities that you want to display in OnePager, you can run the export from P6. To do this, go to File > Export. On the Export screen, choose either Primavera P6 - (XML) or Primavera PM - (XER):
Click Next, and select the project(s) that you would like to export. If you plan to create a multi-project chart in OnePager, this is where you can select several projects at once:
Click Next again, and make note of where Primavera P6 is about to export your project(s). If you are exporting an XML file, we recommend unchecking the Export all project level layouts box, as this will create an XML file directly. If you happen to leave this box checked, P6 will create a ZIP file with an XML file inside it. OnePager has the ability to unzip this file for you as a part of the import process in case you ever forget, but it's still a good idea to start off with an XML file instead of a ZIP file.
Click Finish and wait for Primavera P6 to confirm that your file has been exported successfully.
Importing from Primavera P6 into OnePager
Once your Primavera P6 project has been exported to either XML or XER format, it's ready to be brought into OnePager.
Launch OnePager Bundle from your desktop.
On the start screen, click New to begin building a new chart.
On the import wizard, click on Select > BROWSE Primavera P6 Files...
Browse to the location where you saved your Primavera P6 file, and select it for import. By default, OnePager imports P6 projects the XML format, so if your project is in XER format or ZIP format, you'll want to change the filter at the bottom to find your file:
With the Primavera P6 project ready for import, we just need to decide how to tell OnePager to filter activities for inclusion or exclusion in the chart:
If you created a OnePager user defined field in Primavera P6, that's going to be the best choice. If not, here are some other ways to filter your P6 data:
- Activities (Non-Summary): This will import all activities from your P6 plan. If you have a lot of activities in P6, this is not recommended, but if your P6 schedule is smaller (< 250 activities), then you could choose this option to see all activities)
- WBS Items (Summary): This will import all WBS Objects from your P6 plan and treat them as summary tasks. Traditionally, WBS Objects in P6 are not considered activities, but OnePager supports the ability to create summary tasks based on WBS objects. This is a useful way to quickly create a summary of your P6 project without having to import a bunch of individual activities.
Once you have decided how to filter your P6 project, click the Create New Chart button, and OnePager will complete the import, and create a chart based on your Primavera P6 project:
In this example, notice that OnePager has grouped activities into swimlanes based on their location in the Primavera P6 WBS. This takes place automatically, because for each activity that OnePager imports, it also imports the full WBS hierarchy. Swimlanes based on WBS levels work in OnePager without the need to explicitly import summary tasks themselves.
The example chart has also color-coded each activity based on the resource assignments in Primavera P6. Color assignments are configurable in OnePager using conditional formatting, with almost every Primavera P6 field, including user-defined fields, available for use.