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

The Portfolio Analysis screen


To get to the Portfolio Analysis screen, click on Portfolios, then choose one of the available views that appears in the lower portion of the menu. If you would like to re-visit a previously-opened portfolio, the most recent ones appear at the bottom of the dropdown menu when you click the down arrow.

This drop-down menu of portfolios contains the last five portfolios that the user has most recently viewed.

Note

Be cautious about assigning a portfolio to another user account. The account you are logged into will no longer be able to view that specific portfolio, and if you choose such a portfolio from your most recently used list, you will get a warning that the portfolio "does not exist or you no longer have access to it."

When you choose or create a portfolio, it opens in an analysis view . P6 keeps track of which view you were last using with each portfolio and by default always opens that last view for each portfolio.

An analysis view consists of two screens...