PacktLib: Oracle Primavera P6 Version 8: Project and Portfolio Management

Oracle Primavera P6 Version 8: Project and Portfolio Management

Credits

About the Authors

About the Reviewers

www.PacktPub.com

Preface

Getting Started with Oracle Primavera P6

Product history

What's in the name?

P6 core concepts

What's new in P6 Release 8

Summary

Getting Around: Understanding and Customizing the P6 Interface

EPPM Web Client overview

Logging into the P6 Client

Screen overview

Main menus

Customizing screens and saving layouts

Summary

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

Creating a New Project and Work Breakdown Structure

Creating a new project using the New Project Wizard

Setting project properties

Structuring the WBS of the project

Importing projects in the web client

Importing in the Professional Client

Exporting projects

Summary

Adding Activities and Relationships

Activities

Oracle Primavera P6 compared to other tools

Oracle Primavera and scheduling best practices

Activity details

Activity types

Relationships

Lag and float

Working with Activities

Summary

Resources

Resources

Roles

Teams

Resource assignments

Resource curves

Calendars

Summary

Scheduling and Constraints

Scheduling activities

Understanding scheduling algorithms

Settings at the user level

Settings at the project level

Settings at the global level

Settings at the activity level

Summary

Issues and Risks

Thresholds

Issues

Risks: P6 Professional

Risks: P6 Enterprise

Summary

Baselines and Statusing

Maintaining baselines

Baseline assignment

Updating project status

Summary

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

Portfolios

Managing portfolios

Creating a portfolio

Portfolio Views

Scenarios

User Defined Fields (UDFs)

Summary

Portfolio Analysis

The Portfolio Analysis screen

Scorecards

Graphical displays

Summary

Measuring and Scoring Projects

Scoring projects

Creating and using scenarios

Waterline Analysis

Summary

Capacity Planning and ROI

Capacity Planning

Return on Investment (ROI)

Summary

Dashboards

Dashboard examples:

Managing dashboards

Customizing a dashboard

Dashboard Layout

Access

Summary

Resource Management

Planning

Assignments

Summary

Integrations

Integrations

Integrations

Integrations

Integrations

Integrations

Integrations

Reporting

Reporting

Reporting

Reporting

Reporting

Reporting

Index