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
About the Authors
About the Reviewers

Creating a new project template

As mentioned, you can either create a template from an existing project, or create a template from scratch. Let's walk through the steps of creating a new template for the first time. From the main menu, choose the Projects tab and click on the Add Project Template icon:

The following screen appears, showing you the main properties to set on the new template:

A template has a number of project properties which you must fill in. These are marked by red asterisks. The other fields are optional, and are explained as follows:

  • Template ID: A short, unique name for the template.

  • Template Name: A more descriptive name for the template.

  • Description: This should describe how the template will be used, and/or where it came from.

  • EPS: The default Enterprise Project Structure (EPS) node for the template. Some companies have one special node for holding all the templates, while others will place the templates under specific EPS nodes, which represent projects with common...