Book Image

Oracle Primavera P6 Version 8: Project and Portfolio Management

Book Image

Oracle Primavera P6 Version 8: Project and Portfolio Management

Overview of this book

In 2008 Oracle acquired Primavera Software, Inc., a leading provider of Project Portfolio Management (PPM) solutions for project-intensive industries.Primavera P6 Enterprise Project Portfolio Management is an integrated project portfolio management (PPM) solution comprising role-specific functionality to satisfy each team member's needs, responsibilities, and skills. It provides a single solution for managing projects of any size, adapts to various levels of complexities within a project, and intelligently scales to meet the needs of various roles, functions, or skill levels in your organization and on your project team.Oracle Primavera P6 Version 8: Project and Portfolio Management aims to show you all the features and functionality of the software thoroughly and clearly.With Oracle Primavera P6 Version 8: Project and Portfolio Management, readers will master the core concepts of Primavera P6 and the new features associated with version 8.This book is divided into two sections, in the first section we learn the fundamental concepts behind managing projects which include organizing projects, adding activities and relationships, assigning roles and resources, scheduling a project, and much more. In the second section we cover portfolio management and how to make the best use of the web client that includes working with portfolios, portfolio analysis, portfolio capacity planning, ROI, tracking performance, and lots more.

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Oracle Primavera P6 Version 8: Project and Portfolio Management
Aug, 2012 | 348 pages
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Table of Contents (25 chapters)
Oracle Primavera P6 Version 8: Project and Portfolio Management
Oracle Primavera P6 Version 8: Project and Portfolio Management
Credits
Credits
About the Authors
About the Authors
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Getting Started with Oracle Primavera P6
Getting Started with Oracle Primavera P6
Product history
What's in the name?
P6 core concepts
What's new in P6 Release 8
Summary
2
Getting Around: Understanding and Customizing the P6 Interface
Getting Around: Understanding and Customizing the P6 Interface
EPPM Web Client overview
Logging into the P6 Client
Screen overview
Main menus
Customizing screens and saving layouts
Summary
3
Organizing your Projects with EPS, OBS, and WBS
Organizing your Projects with EPS, OBS, and WBS
Enterprise versus project data
Organizational Breakdown Structure (OBS)
Enterprise Project Structure (EPS)
Work Breakdown Structure (WBS)
A simple example
Summary
4
Creating a New Project and Work Breakdown Structure
Creating a New Project and Work Breakdown Structure
Creating a new project using the New Project Wizard
Setting project properties
Structuring the WBS of the project
Importing projects in the web client
Importing in the Professional Client
Exporting projects
Summary
5
Adding Activities and Relationships
Adding Activities and Relationships
Activities
Oracle Primavera P6 compared to other tools
Oracle Primavera and scheduling best practices
Activity details
Activity types
Relationships
Lag and float
Working with Activities
Summary
6
Resources
Resources
Resources
Roles
Teams
Resource assignments
Resource curves
Calendars
Summary
7
Scheduling and Constraints
Scheduling and Constraints
Scheduling activities
Understanding scheduling algorithms
Settings at the user level
Settings at the project level
Settings at the global level
Settings at the activity level
Summary
8
Issues and Risks
Issues and Risks
Thresholds
Issues
Risks: P6 Professional
Risks: P6 Enterprise
Summary
9
Baselines and Statusing
Baselines and Statusing
Maintaining baselines
Baseline assignment
Updating project status
Summary
10
Project Templates
Project Templates
Creating a new project template
Creating a template from an existing project
Creating a new project from a template
Inserting a WBS into an existing project
Summary
11
Portfolios
Portfolios
Managing portfolios
Creating a portfolio
Portfolio Views
Scenarios
User Defined Fields (UDFs)
Summary
12
Portfolio Analysis
Portfolio Analysis
The Portfolio Analysis screen
Scorecards
Graphical displays
Summary
13
Measuring and Scoring Projects
Measuring and Scoring Projects
Scoring projects
Creating and using scenarios
Waterline Analysis
Summary
14
Capacity Planning and ROI
Capacity Planning and ROI
Capacity Planning
Return on Investment (ROI)
Summary
15
Dashboards
Dashboards
Dashboard examples:
Managing dashboards
Customizing a dashboard
Dashboard Layout
Access
Summary
16
Resource Management
Resource Management
Planning
Assignments
Summary
Integrations
Integrations
Integration overview
Integration possibilities
JD Edwards
E-Business Suite
PeopleSoft
Summary
Reporting
Reporting
Reporting from Professional
Reporting from the web client
Screen printing
BI Publisher
Summary
Index
Index

Creating a new project template

As mentioned, you can either create a template from an existing project, or create a template from scratch. Let's walk through the steps of creating a new template for the first time. From the main menu, choose the Projects tab and click on the Add Project Template icon:

The following screen appears, showing you the main properties to set on the new template:

A template has a number of project properties which you must fill in. These are marked by red asterisks. The other fields are optional, and are explained as follows:

  • Template ID: A short, unique name for the template.

  • Template Name: A more descriptive name for the template.

  • Description: This should describe how the template will be used, and/or where it came from.

  • EPS: The default Enterprise Project Structure (EPS) node for the template. Some companies have one special node for holding all the templates, while others will place the templates under specific EPS nodes, which represent projects with common...

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