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

Exporting projects


Primavera can export several formats including previous versions of P6 (R8x down to 4.2) as well as other products, such as MS Project, MS Excel, Contractor, and P3.

Exported files are good for several reasons. They can be used similar to a Save As function in other tools where you wish to keep a copy of the file under another name to ensure a backup or snapshot of its status remains intact, for later comparison or use.

Choose Export from the File menu of the Projects screen. Then choose the appropriate format to import. P3 will not be an available option unless it is installed on the same machine as this P6 client and is appropriately licensed.

Click on Next to progress the wizard to the next step.

The wizard will walk you through the screens similar to the import functions, but in reverse of course. The list of projects will be those projects that you currently have open in P6.

Finally, choose the location and name of your export file, and press Finish.

Tip

It is a good practice...