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

Customizing screens and saving layouts

There are a number of ways to view P6 data. In order to help make it easy to compare "apples to apples", P6 allows you to create and save customized views that can be shared by one or more people.

At the top left of almost every screen is an inverted triangle with the label Layout.

This feature lets you alter the appearance of the data screens. While the specific items in the list will change depending on the kind of data you are viewing, there are some common elements.

When you save a layout, a screen appears offering a number of options:

Layout Name is a name to assign to this layout.

Available to lets the user choose who may use this layout. Layouts can be saved at three levels:

  • Global: Everyone in the system has access to the layout. This is a good practice for establishing a common set of layouts to be used across the company.

  • Project: The layout is only available to a specific project. This can be helpful if a project must be viewed consistently by...