Oracle Primavera P6 Version 8: Project and Portfolio Management
eBook - ePub

Oracle Primavera P6 Version 8: Project and Portfolio Management

  1. 348 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Oracle Primavera P6 Version 8: Project and Portfolio Management

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About This Book

In Detail

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.

Approach

This book is written in simple, easy to understand format with lots of screenshots and step-by-step explanations.

Who this book is for

If you are a Project manager or a consultant, who wants to master the core concepts of Primavera P6 and the new features associated with version 8, then this is the best guide for you.

This book assumes that you have a fundamental knowledge of working in the Primavera P6 environment.

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Yes, you can access Oracle Primavera P6 Version 8: Project and Portfolio Management by Daniel L. Williams, Elaine Britt Krazer in PDF and/or ePUB format, as well as other popular books in Computer Science & Desktop Applications. We have over one million books available in our catalogue for you to explore.

Information

Publisher
Packt Publishing
Year
2012
ISBN
9781849684682
Edition
1
Topic
Computer Science
Subtopic
Desktop Applications
Index
Computer Science

Oracle Primavera P6 Version 8: Project and Portfolio Management

Table of Contents

Oracle Primavera P6 Version 8: Project and Portfolio Management
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Getting Started with Oracle Primavera P6
Product history
Enter Oracle
P3 and SureTrak
What's in the name?
P6 core concepts
Project Management Life Cycle
Activities
Resources
What's new in P6 Release 8
New in Release 8.2
Summary
2. Getting Around: Understanding and Customizing the P6 Interface
EPPM Web Client overview
Application menus
Tabs
Modules
Main screen
Logging into the P6 Client
Screen overview
Main menus
File menu
Edit menu
View menu
Project menu
Enterprise
Tools
Admin
Help
Customizing screens and saving layouts
Summary
3. Organizing your Projects with EPS, OBS, and WBS
Enterprise versus project data
Organizational Breakdown Structure (OBS)
Enterprise Project Structure (EPS)
Work Breakdown Structure (WBS)
A simple example
Summary
4. Creating a New Project and Work Breakdown Structure
Creating a new project using the New Project Wizard
Setting project properties
General
Notebook
Budget Log
Spending Plan
Budget Summary
Dates
Funding
Codes (project level)
Defaults
Resources
Settings
Calculations
Structuring the WBS of the project
General
Notebook
WBS Milestones
WPs & Docs
Earned value
Importing projects in the web client
General
Activity
Resources
Notebooks
Custom Field Mapping
Importing in the Professional Client
Exporting projects
Summary
5. Adding Activities and Relationships
Activities
Oracle Primavera P6 compared to other tools
Oracle Primavera and scheduling best practices
Activity details
General
Codes
Expenses
Assignments
Documents
Feedback
Issues
Notebooks
Predecessors/Successors
Trace Logic
Risks
Activity types
Start milestone
Finish milestone
Task dependent
Resource dependent
Level of Effort
WBS summary
Relationships
Finish to Start
Start to Start
Finish to Finish
Start to Finish
Lag and float
Working with Activities
Gantt chart
Table
Activity network
Summary
6. Resources
Resources
Resources: General
Resources: Codes
Resources: Details
Resources: Units and Prices
Resources: Roles
Roles
Roles: General
Roles: Resources
Roles: Prices
Roles: Limits
Teams
Resource assignments
Resource curves
Calendars
Modifying calendars
Calendar priority
Summary
7. Scheduling and Constraints
Scheduling activities
Understanding scheduling algorithms
Scheduling using CPM and P6
The scheduling algorithm
The formula for start and finish
Settings at the user level
Settings at the project level
Calculations
Scheduling (F9) options
Settings at the global level
Settings at the activity level
Activity types
Summary
8. Issues and Risks
Thresholds
Issues
Risks: P6 Professional
Risks: P6 Enterprise
Summary
9. Baselines and Statusing
Maintaining baselines
Updating a baseline
Baseline assignment
Updating project status
Auto compute actuals
Percent complete
Entering hours
Actual dates
Actual costs
Resources
Summary
10. Project Templates
Creating a new project template
Creating a template from an existing project
Creating a new project from a template
Inserting a WBS into an existing project
Summary
11. Portfolios
Managing portfolios
Creating a portfolio
Portfolio Views
Scenarios
User Defined Fields (UDFs)
Summary
12. Portfolio Analysis
The Portfolio Analysis screen
Scorecards
Choosing data to display
Columns
Waterline
Graphical displays
Pie charts
Histograms
Side-by-side histogram
Stacked histogram
Bubble charts
Summary
13. Measuring and Scoring Projects
Scoring projects
Creating and using scenarios
Waterline Analysis
Summary
14. Capacity Planning and ROI
Capacity Planning
Frame Aā€”scorecard
Frame Bā€”Gantt chart
Frame Cā€”resources and roles
Frame Dā€”Resource and Role Usage
Putting it all together
Return on Investment (ROI)
Summary
15. Dashboards
Dashboard examples:
Managing dashboards
Customizing a dashboard
Content tab
General
Portfolio Views
Project Performance
Resources
Personal Information
Custom Portlets
Dashboard Layout
Access
Summary
16. Resource Management
Planning
Planning by project
Planning by resource
Splitting
Assignments
Resource analysis
Summary
A. Integrations
Integration overview
Integration benefits
Enforcing best practices
Ensuring data integrity
Fewer people handling more projects
Integration pitfalls
Over-analysis
Imposing external culture
Underestimating technical skillset
Integration possibilities
Integration technology
JD Edwards
E-Business Suite
PeopleSoft
Summary
B. Reporting
Reporting from Professional
Screen printing
Reports
Editing reports
Reporting from the web client
Screen printing
BI Publisher
Summary
Index

Oracle...

Table of contents

  1. Oracle Primavera P6 Version 8: Project and Portfolio Management