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Oracle Primavera P6 Version 8: Project and Portfolio Management

Book Description

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.

  • Get a detailed overview of Oracle Primavera P6 Enterprise Project Portfolio Management.

  • Manage your projects from just anywhere using simple e-mail and the P6 iPhone app.

  • Learn to create a new project in the P6 Professional Client

  • Integrate Primavera P6 with three main ERP systems: Oracle EBS, JD Edwards, and PeopleSoft.

  • 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.

    Table of Contents

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