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

Managing dashboards


Dashboards are created with up to 12 windows of data called Portlets. A variety of pre-defined portlets come with P6. Users are assigned dashboards as a part of adding a new user to a user-group profile. Some organizations allow users to create dashboards, too. Simply choose up to 12 portlets, arrange them in a pleasing view, and then indicate who gets to see your new dashboard. An example portlet is shown in the following screenshot:

Portlets all have a set of common buttons, such as, Print, Help, Close, Expand/Minimize and a special button to refresh the data within the window using up-to-the-minute data from all users in the system.

Clicking on the epaulets on the right of each portlet header will collapse or expand the portlet.

To grant a user the ability to manage dashboards, go to Administer | User Interface Views, and check the box next to Dashboards | Menu Items | Manage Dashboards:

You can also use this screen to assign a default list of dashboards available to a...