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.
Table of Contents (25 chapters)
Oracle Primavera P6 Version 8: Project and Portfolio Management
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Inserting a WBS into an existing project


Historically successful projects should become templates for future use. Yet perhaps you do not want to use all of a template to start your new project, just part of it. A new feature in P6 allows you to do exactly this; to insert one or more WBS elements into an existing project from a template. This feature is used to add consistency, avoid duplication of effort, and to ensure compliance to organizational policies, even on projects that are not generated directly from templates.

To insert a WBS element into a project file follow the ensuing steps:

  1. Locate your project file in the EPS screen and open it.

  2. Then navigate to the Activities screen.

  3. Highlight the parent WBS element into which you wish to add a template WBS element.

  4. Right-click on the parent element, then select the Add WBS from Template… option from the pop-up features list.

  5. Select the appropriate template and click on the plus (+) sign at the left-hand side to expand the WBS hierarchy within...