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Global Change

This document provides instructions for creating a global change in Primavera P6 to modify activity IDs to include the assigned WBS ID. It describes creating two user-defined fields, one for the activity ID prefix and one for the WBS ID string. It then explains how to create a global change that populates these UDFs and concatenates them to update the activity ID. Applying this global change will modify activity IDs to include the WBS ID for all activities with the specified WBS in the filter. The document recommends testing global changes on a sample project before using them in a live environment.

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79 views

Global Change

This document provides instructions for creating a global change in Primavera P6 to modify activity IDs to include the assigned WBS ID. It describes creating two user-defined fields, one for the activity ID prefix and one for the WBS ID string. It then explains how to create a global change that populates these UDFs and concatenates them to update the activity ID. Applying this global change will modify activity IDs to include the WBS ID for all activities with the specified WBS in the filter. The document recommends testing global changes on a sample project before using them in a live environment.

Uploaded by

Abhiyan Anala Arvind
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Pa ge 1 of 4

Daves Tips 19: Include the WBS ID in the Activity ID


(Primavera P6 Clie

INTRODUCTION

Within the P6 client / server application, it is possible to create and run a global change to modify
the Activity Id to include the assigned WBS ID.
and apply this Global Change.

HOW

The first time this functionality is carried out it is paramount the user follows a specific process.
The following diagram provides a high
execution of this functionality.

The Process









Create UDF's
Create Activity ID Prefix
Create Activity ID String
Create Global
Change
Create Global Change
Apply the Global Change
Create Bar
View the Column in the
Activity Table
RPC UK Limited
1 The Courtyard,
Hawksworth Est., Thorpe Lane,
Guiseley, Leeds, LS20 8LG
Include the WBS ID in the Activity ID
ent / Server)
server application, it is possible to create and run a global change to modify
the Activity Id to include the assigned WBS ID. This guide provides information on how to create
and apply this Global Change.
The first time this functionality is carried out it is paramount the user follows a specific process.
The following diagram provides a high-level process guide to assist during the planning and
execution of this functionality.

Create Activity ID Prefix - Text
Create Activity ID String - Text
Create Global Change
Apply the Global Change
View the Column in the
Activity Table
RPC UK Limited
1 The Courtyard,
Hawksworth Est., Thorpe Lane,
Guiseley, Leeds, LS20 8LG
t.
f.
e.
w.
01943 222 001
0870 432 8424
[email protected]
www.rpc.uk.com
Include the WBS ID in the Activity ID
server application, it is possible to create and run a global change to modify
This guide provides information on how to create
The first time this functionality is carried out it is paramount the user follows a specific process.
the planning and
RPC UK Limited
1 The Courtyard,
Hawksworth Est., Thorpe Lane,
Guiseley, Leeds, LS20 8LG
t.
f.
e.
w.
01943 222 001
0870 432 8424
[email protected]
www.rpc.uk.com

Pa ge 2 of 4

The Actions

In this example, Fig 1 identifies the starting position within the application.



Fig 1: Starting position

1. From the tool bar select ENTERPRISE > USER DEFINED FIELDS, please note these steps
successfully followed in release 8.
2. From the User Defined Fields dialogue box select ADD and create two UDFs within the
ACTIVITIES subject area as per Fig 2



Fig 2: Creating two UDFs

3. Once the UDFs are created as per Fig 2 navigate to the Global Change dialogue box by
selecting TOOL > GLOBAL CHANGE from the tool bar.
4. Within the Global Change dialogue box select NEW/ADD, this is dependent upon version.


RPC UK Limited
1 The Courtyard,
Hawksworth Est., Thorpe Lane,
Guiseley, Leeds, LS20 8LG
t.
f.
e.
w.
01943 222 001
0870 432 8424
[email protected]
www.rpc.uk.com

Pa ge 3 of 4

5. Using Fig 3 create the Global Change to be implemented



Fig 3: Global Change

6. Please note, that this global change will only modify activities assigned to the WBS
contained within the filter section of the dialogue box. If this change is to be assigned to other, or
all, sections of the schedule then modifications to the filter are required.
7. Please note, in this example the first line of the Then statement will populate the UDF
called Activity ID Number with 4 characters beginning in position 3 of the Activity ID.
e.g : If the Activity ID is EC1390, then Activity ID Number will contain 1390
8. Please note, the second line of the Then statement will populate the UDF called Activity
ID String with the 2nd characters of the WBS starting at the 9th position.
9. Please note: the final part if the Then statement concatenates the 2 UDFs into the
Activity ID data field.
10. Once the global change is created apply, or run it. Fig 4 provides an example of the
resulting log file.


Fig 4: Log File

12. Assuming the result is as planned then the user can Commit the changes and view the
results on the screen. Fig 5 provides an example of the result of committing the change.


RPC UK Limited
1 The Courtyard,
Hawksworth Est., Thorpe Lane,
Guiseley, Leeds, LS20 8LG
t.
f.
e.
w.
01943 222 001
0870 432 8424
[email protected]
www.rpc.uk.com

Pa ge 4 of 4



Fig 5

Please note, it is recommended to test all global changes on a sample project before applying in
any live organisations environment as the commitment of any global change can NOT be undone.


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