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

Creating a new project from a template


Now that we have created a template, let's see how to use it. Imagine that you are starting five new projects, all of which share common features, such as WBS milestones and activity codes. Rather than typing the same information into each of the five projects, we will use a template to create all of them so that they are uniform to begin with.

From the main menu on the Projects screen, choose the Add Project icon shown as follows:

You can also use the button on the toolbar as shown in the following screenshot:

Then fill in the appropriate Project ID, Project Name, and Description in the pop-up window that appears. Using the hierarchy icon to the right of the EPS field, select the area of the EPS the project should reside within. In the Responsible Manager field, select from the OBS an appropriate assignment—remember this is a security setting allowing all those within that level of OBS to have access to this new project:

The Project Planned Start date...