From Primavera P6 to a PowerPoint board slide in five minutes
The board doesn't want your XER. It wants one landscape slide it can read in ten seconds — phases, a few milestones, a status colour, a data date. Here's how to go from control schedule to board slide without leaving the browser, without uploading anything, and without buying anyone a P6 seat.
You know the ritual. The programme is a Level 3 P6 file, immaculate and current. The steering pack is due in the morning. So you open a P6 layout, collapse the WBS, print to PDF, crop the image, paste it into a slide, then spend forty minutes retyping milestone dates into text boxes so someone might actually read them. Next month the dates move and you do it all again from scratch.
That whole loop — screenshot, crop, paste, re-annotate — exists only because P6 was built to schedule, not to present. The dates are already perfect; they're just trapped in a view no director can open. The fix isn't a better screenshot. It's rolling the same file up into a slide the board can read, in the same tool, in one pass.
The five-minute path
Take the shape of a typical EPC capital project: engineering, procurement, a stack of construction areas, mechanical completion and commissioning, all under a clean WBS in P6. The directors want a single landscape page — the phases, the gates, the handover date, and a colour that says on-track or not. Here's the version that's four steps, not an evening.
- Import the P6 file. Export the programme from Primavera as
XERor PrimaveraXML(File → Export), then drag it straight onto Sketchedule. It parses in your browser — nothing is uploaded, the programme never leaves your machine. The P6 WBS arrives as an outline: section headings and parent rows, every activity nested underneath. - Roll up to Level 1/2. Click the collapse carets to fold thousands of activities into their WBS parents. Sketchedule draws an automatic summary bar across each parent, spanning earliest start to latest finish. Collapse to WBS level 2 for a Level 2 area view, one tier higher for a Level 1 board view. The detail is hidden, not lost.
- Dress the story. Turn area roll-ups into clean section bands, promote the phase gates and handover to milestones, colour the phases by RAG, drop the data date and a status line so ahead/behind reads at a glance, and filter out anything that isn't part of the message.
- Export PowerPoint or PDF. Add your header, footer and logo, then export a landscape PowerPoint or PDF slide — print-matches-screen, so what you see is what lands in the deck. Or skip the file entirely and send a read-only link that rebuilds the whole picture in the recipient's browser. One page. Signed off.
Why not just screenshot the P6 layout?
Because a screenshot is a dead image the moment you take it. Paste it into a slide and you've frozen last week's dates into a picture nobody can edit, filter or trace. So you re-annotate by hand — text boxes over the image for the milestones the board actually cares about — and that hand-work is exactly what breaks next month. Here's where the browser path pulls ahead:
- Live, not a picture. The bars are the real dates. Change the roll-up level, recolour a phase, hide a commercially sensitive line — it's still a schedule, not a flattened image you fight with in the slide.
- Board-ready by construction. Logo, header/footer, clean type, RAG stoplights, conditional milestone symbology, a status line — the presentation is native, not coaxed out of a print dialog and cropped.
- Anyone can open it. A read-only link rebuilds the whole picture in the recipient's browser with nothing installed and no P6 seat — the director or bid partner opens it and can even tweak it, without a licence.
- Keeps in step. Re-import next period's XER and Sketchedule shows what changed — dates moved, activities added or dropped — before you accept it. The slide tracks the real programme in a couple of clicks.
Key takeaways
- Import the P6 XER/XML in the browser — nothing uploaded — and the WBS arrives as a ready-to-collapse outline.
- Roll up to a Level 1/2 summary and the summary bars draw themselves; no dates rekeyed.
- Dress the story with milestones, RAG and a data date, then export a landscape PowerPoint or PDF — or send a read-only link.
- Kill the screenshot-and-paste ritual: the slide is live and traceable, not a frozen crop.
- P6 stays the engine — Sketchedule is the presentation front-end, and re-importing keeps the slide current.
Turn your P6 file into a slide
Open Sketchedule in a browser — free, no install, nothing uploaded. Drop in an XER and export a board slide.
Primavera and P6 are trademarks of Oracle Corporation; Microsoft Project is a trademark of Microsoft Corporation; PowerPoint is a trademark of Microsoft Corporation. Sketchedule is an independent product and is not affiliated with, endorsed by or sponsored by Oracle or Microsoft. Figures are illustrative, drawn in Sketchedule; Fig 2 is a faithful redraw of the EPC master-schedule example that ships with the app.