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- Oracle Primavera P6 Version 8: Project and Portfolio Management. For project managers and consultants, this book will help you master the main elements of Primavera P6, together with the new features in Version 8. Lots of screenshots and clear explanations make for an easy ride
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Oracle Primavera P6 Version 8: Project and Portfolio Management. For project managers and consultants, this book will help you master the main elements of Primavera P6, together with the new features in Version 8. Lots of screenshots and clear explanations make for an easy ride
Elaine Britt Krazer, Daniel Williams
Ebook
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.
- 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
- Support files, eBooks, discount offers and more
- 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
- Whats 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
- Product history
- 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
- EPPM Web Client overview
- 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
- General
- 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
- Resources
- 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
- Maintaining baselines
- 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 Ascorecard
- Frame BGantt chart
- Frame Cresources and roles
- Frame DResource and Role Usage
- Putting it all together
- Return on Investment (ROI)
- Summary
- Capacity Planning
- 15. Dashboards
- Dashboard examples:
- Managing dashboards
- Customizing a dashboard
- Content tab
- General
- Portfolio Views
- Project Performance
- Resources
- Personal Information
- Custom Portlets
- Content tab
- Dashboard Layout
- Access
- Summary
- 16. Resource Management
- Planning
- Planning by project
- Planning by resource
- Splitting
- Assignments
- Resource analysis
- Summary
- Planning
- 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 benefits
- Integration possibilities
- Integration technology
- JD Edwards
- E-Business Suite
- PeopleSoft
- Summary
- Integration overview
- B. Reporting
- Reporting from Professional
- Screen printing
- Reports
- Editing reports
- Reporting from the web client
- Screen printing
- BI Publisher
- Summary
- Reporting from Professional
- Index
- Title: Oracle Primavera P6 Version 8: Project and Portfolio Management. For project managers and consultants, this book will help you master the main elements of Primavera P6, together with the new features in Version 8. Lots of screenshots and clear explanations make for an easy ride
- Author: Elaine Britt Krazer, Daniel Williams
- Original title: Oracle Primavera P6 Version 8: Project and Portfolio Management. For project managers and consultants, this book will help you master the main elements of Primavera P6, together with the new features in Version 8. Lots of screenshots and clear explanations make for an easy ride.
- ISBN: 9781849684699, 9781849684699
- Date of issue: 2012-08-22
- Format: Ebook
- Item ID: e_3d13
- Publisher: Packt Publishing