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 portfolio


Let's walk through setting up a new portfolio by choosing Portfolios | Manage Portfolios | Create Project Portfolio.

A screen as shown in the following screenshot appears:

Project Portfolio Name should describe the nature of the portfolio. You may always rename the portfolio later on.

The projects in the portfolio may be added Manually or By Filter. In the previous screenshot, you can see that we have manually added three projects to our new portfolio. Projects are added and removed from the portfolio using the arrows.

If you choose By Filter, the screen changes to show a list of filters for the portfolio. You can filter on a number of properties and the filter can require either all criteria to match, or any criteria to match.

In the next screenshot we are filtering for projects that are integrated to Fusion and which have an Estimated Project Size within a certain range.

You can filter on many project properties, including Project Codes and user-defined fields.

Portfolios...