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

Managing portfolios


The main P6 web page has four main tabs available: Dashboards, Portfolios, Projects, and Resources. Click on the arrow in the Portfolios tab to navigate to the Portfolios section.

Choose Portfolios | Manage Portfolios to see a list of all current portfolios. This will show the portfolio descriptions, the number of projects in each, and the accessibility of the portfolio. Click on the down arrow in the Projects column to show the list of specific projects within a given project portfolio.

Projects are assigned to portfolios either through a set of criteria or manually (see next section). Portfolios may be grouped by project codes or other features which we will explore later.

The composition of a portfolio varies widely. Different portfolios may cover projects in a specific geographic area. They may cover projects within different business units. They may be organized by project size. One of the great advantages of portfolios is their flexibility. In a single instance of...