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Oracle Primavera P6 Version 8: Project and Portfolio Management

Starting
Daniel L. Williams, PhD, Elaine Britt Krazer

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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Book Details

ISBN 139781849684682
Paperback348 pages

About This Book

  • 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.

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.

Table of Contents

Chapter 1: Getting Started with Oracle Primavera P6
Product history
What's in the name?
P6 core concepts
What's new in P6 Release 8
Summary
Chapter 2: 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
Chapter 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
Chapter 4: 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
Chapter 5: 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
Chapter 6: Resources
Resources
Roles
Teams
Resource assignments
Resource curves
Calendars
Summary
Chapter 7: 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
Chapter 8: Issues and Risks
Thresholds
Issues
Risks: P6 Professional
Risks: P6 Enterprise
Summary
Chapter 9: Baselines and Statusing
Maintaining baselines
Baseline assignment
Updating project status
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
Graphical displays
Summary
Chapter 13: Measuring and Scoring Projects
Scoring projects
Creating and using scenarios
Waterline Analysis
Summary
Chapter 14: Capacity Planning and ROI
Capacity Planning
Return on Investment (ROI)
Summary
Chapter 15: Dashboards
Dashboard examples:
Managing dashboards
Customizing a dashboard
Dashboard Layout
Access
Summary
Chapter 16: Resource Management
Planning
Assignments
Summary

What You Will Learn

  • 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.

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