Oracle Primavera P6 Version 8: Project and Portfolio Management


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

Book Details

Language : English
Paperback : 348 pages [ 235mm x 191mm ]
Release Date : August 2012
ISBN : 1849684685
ISBN 13 : 9781849684682
Author(s) : Daniel L. Williams, PhD, Elaine Britt Krazer
Topics and Technologies : All Books, Enterprise Products and Platforms, Oracle Applications, Enterprise, Oracle

Table of Contents

Preface
Chapter 1: Getting Started with Oracle Primavera P6
Chapter 2: Getting Around: Understanding and Customizing the P6 Interface
Chapter 3: Organizing your Projects with EPS, OBS, and WBS
Chapter 4: Creating a New Project and Work Breakdown Structure
Chapter 5: Adding Activities and Relationships
Chapter 6: Resources
Chapter 7: Scheduling and Constraints
Chapter 8: Issues and Risks
Chapter 9: Baselines and Statusing
Chapter 10: Project Templates
Chapter 11: Portfolios
Chapter 12: Portfolio Analysis
Chapter 13: Measuring and Scoring Projects
Chapter 14: Capacity Planning and ROI
Chapter 15: Dashboards
Chapter 16: Resource Management
Appendix A: Integrations
Appendix B: Reporting
Index
        • Chapter 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
          • Chapter 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
            • Chapter 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
              • Chapter 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
                  • Chapter 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
                    • Chapter 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
                      • Chapter 11: Portfolios
                        • Managing portfolios
                        • Creating a portfolio
                        • Portfolio Views
                        • Scenarios
                        • User Defined Fields (UDFs)
                        • Summary
                        • Chapter 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
                            • Chapter 14: Capacity Planning and ROI
                              • Capacity Planning
                                • Frame A—scorecard
                                • Frame B—Gantt chart
                                • Frame C—resources and roles
                                • Frame D—Resource and Role Usage
                                • Putting it all together
                              • Return on Investment (ROI)
                              • Summary
                              • Chapter 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
                                  • Appendix 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
                                    • Appendix B: Reporting
                                      • Reporting from Professional
                                        • Screen printing
                                        • Reports
                                          • Editing reports
                                      • Reporting from the web client
                                      • Screen printing
                                      • BI Publisher
                                      • Summary

                                      Daniel L. Williams, PhD

                                      Daniel Williams first began working with Primavera in 2001 as part of an integration project with JD Edwards World. Since then, he has helped clients integrate Primavera with many other systems, such as PeopleSoft, Timberline, and Oracle EBS. His work centers around helping people make best use of Primavera and other software investments. Sometimes this involves heavy integration; sometimes it involves customization and automation of business processes. Sometimes it simply involves listening to people talk through their business goals and helping them come up with workable solutions. Daniel’s background includes a Ph.D. in Physics from Caltech, many years of programming in C, C++, C#, and Java, and for the past decade, leading numerous software development projects oriented around Primavera

                                      Elaine Britt Krazer

                                      Elaine Britt Krazer, PMP began working with Primavera products as a project manager for a Government contractor in a Top Secret environment in 2003. Having managed projects since 1986, she embraces Primavera as her tool of choice. She has written training materials and published materials that combine best practices (as defined by the Project Management Institute® and from experience) and the appropriate use of Primavera within client organizations. Her philosophy is that understanding an organizations’ strategic goals for projects are the foundation for project management excellence and Primavera is the tool of choice. She has a Masters Certificate from George Washington University 2002, and her Project Management Professional (PMP®) and ITIL Foundations certifications. She is an Oracle Certified Primavera Implementation Specialist and is Primavera Training Authorized. Elaine has worked in most major industries implementing Primavera. Her past includes technical change management, business process redesign, data center management and PMO creation.

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                                      Sample chapters

                                      You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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                                      What you will learn from this book

                                      • Learn the powerful calculations behind a P6 CPM schedule
                                      • Master the real-time reporting features of Project Dashboards and the data behind them
                                      • Create Portfolio Scenarios to capture data for comparison and analysis
                                      • Learn how to use P6 features as well as best practice Project Management using P6
                                      • Make effective use of calculated User Defi ned Fields
                                      • Master organizational features of P6 such as the EPS, OBS, WBS, Roles, and Resources

                                      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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