Import the schedule from a project management tool - HxGN Smart Build - Version 5.0 U3 (5.0.3) - Help

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  • The Retrieve from P6 option is available only when the Primavera P6 EPPM project is integrated with Smart Build Insight.

  • Please select the correct file when importing schedule files to avoid data discrepancies. Smart Build Insight supports Microsoft Excel (XLSX), Powerproject (PP), Microsoft Project (XML and MPP), and Primavera P6 (XML and XER) files.

  • Primavera P6 does not export critical activities to an XML file. Therefore, when you import a schedule using Primavera P6 XML file, the imported schedule will not have any critical activities.

  • Powerproject does not export baseline properties to a PP file. Therefore, when you import a schedule using Powerproject (PP) file, then the baseline dates and duration will not be imported.

  1. Click Schedule Management > Scheduling .

  2. Choose how you want to retrieve the schedule.

    To retrieve the schedule

    Do this

    From Primavera P6 EPPM

    1.

    Integrate the project with Primavera P6 project.

    2.

    At the top of the scheduling panel, click Options > Retrieve from P6.

    From a Smart Build Insight supported file (Microsoft Excel (XLSX), Powerproject (PP), Microsoft Project (XML and MPP), and Primavera P6 (XML and XER)

    1.

    Click Options > Import .

    2.

    In the Upload schedule dialog, click Browse.

    SHARED Tip You can also drag and drop the files into the Upload schedule dialog.

    3.

    Select the file you want to import, click Open, and then click Upload.

    If you are retrieving the schedule for the first time or if the project doesn't have a schedule, then the imported schedule is automatically approved and available in the Scheduling panel. Otherwise, the schedule will be imported to Staging Workspace. Once you review and approve the schedule, it will replace the existing schedule.

  • The application retrieves the schedule even though the schedule has circular references. We recommend that you resolve the circular references to make changes to the schedule.

  • The application retrieves the schedule along with milestones, activity codes, baseline dates, baseline duration, critical path activities, actual start and end dates, actual duration, expected end date, and calendars related to the integrated project. Any existing relationship between activity, activity codes, and work packages are also retrieved.

  • The application retrieves all the root level work packages and groups them under an Unparented node in Scheduling.

  • Only the calendars associated with a work package in Primavera P6 are retrieved to Smart Build Insight.

  • If a calendar in your Primavera P6 project is same as that in Smart Build Insight, the existing calendar will be overwritten with the new calendar.

SHARED Tip To delete the schedule, click Options > Delete schedule.

What are circular references?

A circular reference is a series of references where the last task references the first, resulting in a closed loop.

What are milestones?

A milestone is a marker that represents any significant event or goal in a project's lifecycle. With milestones, you can break your project timeline into several intervals to efficiently control and track the progress.

In the Gantt chart, a diamond indicates a milestone. Whereas in WBS, it is indicated by a flag .

Milestones have zero duration.

Where do I find the imported activity and activity codes of a work package?

  1. Click Schedule Management > Scheduling .

  2. Locate the work package and click Options > View details.

  3. Expand Classification Structures.

    You can view the associated activity and activity codes.

What are baseline dates?

Baseline dates are agreed start and end dates between the contracting parties which can be used to analyze the project performance and report the schedule variances. Baseline duration is the original span of time planned to complete a task.

What are critical path activities?

Critical path activities are project tasks that must start and finish on time to ensure that a project ends on schedule. A delay in any critical path activity will delay completion of the project.

Critical activities are indicated in different ways in Scheduling and Production Planning.

Represented as

In this

Production planning timeline.

Gantt view in Scheduling.

Schedule tree in Scheduling, Production Planning, and Smart Visualization.

Understand the terms related to critical path activities

Critical path activities are monitored for the smooth completion of the project based on the following:

Term

Description

Float

Float is a measure of schedule flexibility.

Free float

It is the maximum number of hours or days an activity can be delayed without also delaying the early start dates of any immediate successor activities.

Total float

It is the total maximum number of hours or days an activity can be delayed without also delaying the project finish date or another scheduling constraint.

In other words, total float is the difference between early finish and late finish dates.

  • Float is calculated based on early start, late start, early finish, and late finish. If the early start date and late start date of an activity are the same, the activity is said to have zero float which means the activity is critical.

  • In Production Planning, the float and critical work packages are recalculated upon rescheduling which helps you to identify the new list of critical work packages.