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

Scorecards


A scorecard displays a grid of data in cells, much like you see in an EPS or WBS view, or in an Excel report. And also as with Excel, you can quickly choose what data to display, move columns around, and change the grouping and sorting of the data. Here is an example of a scorecard:

There are six features on the screen that deserve clarification:

  1. The project name is always displayed as the leftmost column, and it is frozen or locked on screen.

  2. The other columns are defined with the view.

  3. Grouping can be performed at many levels, and subtotals are displayed with the groupings.

  4. Clicking on the leftmost folder icon will open up the Project tab and take you immediately to the selected project.

  5. If a graphical view is displayed alongside the scorecard view, then this checkbox determines whether the corresponding project is shown on the accompanying graph.

  6. Under each project, data is shown down to the WBS level.

Choosing data to display

There are three areas that you can customize on a scorecard...