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About Primavera P6 Global Search and Replace – With an Example

072217_1754_AboutPrimav1 About Primavera P6 Global Search and Replace – with an Example

 

Primavera P6 Global Search is a powerful tool in the P6 Web, that is used to search and replace  Projects, WBS, Activities & resource assignment fields globally. Here globally, means we have options to select a list of project/EPS that we want this Global search to apply. That said, we don’t require to open a project like what Global Change requires in P6 Professional.

To apply Global Search and Replace, it involves three simple steps (As shown in the image above)

1. Select a list of Projects / EPS you want this Global Search to affect

2. Define Search and Replace criteria

3. Apply the criteria

 

P6 allows saving this as a template so that we can apply this again in future. Also, we can modify it and give access to this template to the user we want.

 

Permission requires to run Global Search and Replace

 

The Project security profile must require the perform Global Search and Replace option enabled. Also, you must have edit access to the project & activities so check the tab EPS and Projects & Activities, so that run and apply Global Search and Replace criteria for the projects under this Project Security Profile

 

072217_1754_AboutPrimav2 About Primavera P6 Global Search and Replace – with an Example

 

Global Search and Replace – Example

 

Here I am going to create a template in Global search and run this to a list of Project. This template search project by owner name and replace the Project name and Budget that I specified. 

 

1. As you see in the below image, I have two projects where both the Project Owner is Govindan. Look at the Name of those projects, they are A and B respectively 

 

072217_1754_AboutPrimav3 About Primavera P6 Global Search and Replace – with an Example

 

2. Click on the Actions and select Global Search & Replace

 

072217_1754_AboutPrimav4 About Primavera P6 Global Search and Replace – with an Example

 

3.  The wizard opens on the screen. Here we are going to create a  template. Click on the Gear icon and select Add button under the Group you want 

     Global Templates => Templates created under this group will be available for all users

     User Templates => Templates created under the group will be available for the user who created it

 

072217_1754_AboutPrimav5 About Primavera P6 Global Search and Replace – with an Example

 

4.Input a Template name, Select the projects/EPS you want to apply this criterion by moving from left to right 

 

072217_1754_AboutPrimav6 About Primavera P6 Global Search and Replace – with an Example

 

5. The Selected EPS Project will move to the right as shown below

 

072217_1754_AboutPrimav7 About Primavera P6 Global Search and Replace – with an Example

 

6. Here is the Search and Replace criteria page. Below I have mentioned the pseudo code of  criteria I applied. 

 

 

 

We can choose the following values in the corresponding combo boxes. 

 

Subject Area = Project / WBS / Activities / Resource Assignments

Define Search Criteria = And / Or

 

072217_1754_AboutPrimav8 About Primavera P6 Global Search and Replace – with an Example

 

7. It will display the list of projects that are going to affect. Toggle on or off the check boxes on the projects where you don’t want to apply this criterion. Click on the Replace button 

 

072217_1754_AboutPrimav9 About Primavera P6 Global Search and Replace – with an Example

 

 

8. Click Ok on the pop-up . That’s it. The Global search applied. 

 

072217_1754_AboutPrimav10 About Primavera P6 Global Search and Replace – with an Example

 

9.  Refresh the EPS page. As you see below, the Project Name and Original Budget replaced as shown below. (Compare it with the image in point 1)

 

072217_1754_AboutPrimav13 About Primavera P6 Global Search and Replace – with an Example

govindan About Primavera P6 Global Search and Replace – with an Example
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Govind

Thank you for visiting my personal blog. Myself Govindan, Software Developer by profession since 2006 and hence I started this blog early in 2016 and ever since I've been writing about technologies experienced and learnings of everyday life.

The views expressed on this blog are my personal views and do not necessarily reflect the views of my employer.

Please feeling free to reach me on any comments and feedbacks you have. Would be more than glad to listen and reply 🙂
govindan About Primavera P6 Global Search and Replace – with an Example
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By | 2017-07-22T17:17:26+00:00 July 22nd, 2017|Categories: P6|Tags: |0 Comments
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