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

Roles


When planning a project, you will most likely identify the specific types of resources that each activity will require prior to identifying specifically named resources to perform the work. For example, you have a number of project managers, but before a project is initiated, you may not know which project manager will be available for the new project. These resource types are represented by roles. Generally, roles should be defined for your enterprise, and not for a specific project.

To edit roles, choose Menu | Enterprise | Roles, or click on this icon . You will see a pop-up window such as shown in the following screenshot. There will likely be no roles shown at all. This is because by default the screen has a filter so that it displays only the current project's roles. You can change this by clicking on the triangle at the left-hand side of the layout bar and choosing to show All Roles, as illustrated in the following screenshot:

Tip

The default filter can be changed in User Preferences...