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

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

Chapter 2. Getting Around: Understanding and Customizing the P6 Interface

In this chapter, we introduce readers to both the P6 Web Client and the P6 Professional Client. We first give a brief overview of P6 EPPM Web Client and point to the relevant chapters where the reader can learn more. Then we take a detailed walk through P6 Professional. After that, users will learn how to customize and save screen layouts. In general, we'll cover the following topics in this chapter:

  • EPPM Web Client overview

  • Logging into P6 Professional

  • Screen overview

  • Main menus

  • Customizing screens and saving layouts

By the end of the chapter, readers should be comfortable navigating in Oracle Primavera P6 R8 EPPM and customizing the interface to suit their needs.

EPPM Web Client overview


When you log into P6 Web Client, you will see a screen similar to that shown in the following screenshot:

The screen can be divided into four main areas:

  1. Application menus

  2. Tabs

  3. Modules

  4. screen

Application menus

The Application menus are always present. Administer lets you manage your own application settings. If you have the right privileges, then you may also use this menu to access application-level settings and data.

Print will print the current screen. In Appendix B, Reporting, we will discuss screen printing and reporting in more detail.

The Help menu offers three options:

  • P6 Help is a set of web documents describing how to use P6. The content of that help is much like the content of this book.

  • P6 Library is a set of web documents that describe how to set up and administer P6.

  • Support takes you to the main website for Oracle Support.

Logout logs you out of the system and returns you to the main login screen.

Tabs

The tabs across the upper left side of the page are always...

Logging into the P6 Client


Let's start with logging into the system. If you have installed the windows client, you may already have a shortcut icon to it on your machine. If not, go to Start | Oracle | Primavera Professional.

You should see a screen as shown in the following screenshot. If you have an account, enter your login name and password in the displayed boxes:

If you do not already have a connection set up, click on the Database ellipse button near the bottom of the screen to add and edit database connections. This will show the database connections that P6 knows about. If you are running the client for the first time, it is likely that there will be no items on this list.

Click Add and you will get a dialog asking for two pieces of information.

Database alias: This is a name for your own use to identify the connection. It can be anything. It is helpful to make the alias descriptive enough to remind you to which system it connects. A good practice is to identify the name of the server...

Screen overview


When you log into P6 the first time, you should be presented with a screen similar to the following screenshot:

At the very top is the set of application menus that are standard to most Windows applications, such as File, Edit, View, and Help, plus a few that are specific to P6: Project, Enterprise, and Tools.

In the Professional Client, there is also an Admin menu:

The main screen also contains toolbars across the top, left, and right-hand sides. These toolbars contain icons which provide quick ways to access parts of the program. They are highly customizable. You can move any set of tools to any other toolbar, create a toolbar across the bottom of the page, or even detach a toolbar from the side and make it float!

Floating toolbar: This toolbar will remain on top of the screen while you work on the main screen, and can be moved around as desired.

The central portion of the screen is filled with a set of screens which appear as tabs as you open up different modules. These are...

Main menus


Before we begin our overview of the menu items, let's address the issue of what shows up in the menu. By default the menu items only include recently chosen items with a set of arrows at the bottom which you can click on to see the menu items that have been hidden. This can be convenient if you have a small screen or if you don't use certain items. Personally, I prefer that the menu always shows all of the items every time.

If you desire this behavior, you can set it easily. Right-click on any toolbar or on the menu bar, and choose Customize…. Then choose the Options tab as shown in the following screenshot:

Simply uncheck the item Menus show recently used commands first.

Then you will see the exact same menu every time, which is convenient if you want to use the application quickly.

This menu also allows you to use larger icons, which can be helpful when learning the application and the smaller icons may all look the same to you. The menu animations are cute, but not worth bothering...

Customizing screens and saving layouts


There are a number of ways to view P6 data. In order to help make it easy to compare "apples to apples", P6 allows you to create and save customized views that can be shared by one or more people.

At the top left of almost every screen is an inverted triangle with the label Layout.

This feature lets you alter the appearance of the data screens. While the specific items in the list will change depending on the kind of data you are viewing, there are some common elements.

When you save a layout, a screen appears offering a number of options:

Layout Name is a name to assign to this layout.

Available to lets the user choose who may use this layout. Layouts can be saved at three levels:

  • Global: Everyone in the system has access to the layout. This is a good practice for establishing a common set of layouts to be used across the company.

  • Project: The layout is only available to a specific project. This can be helpful if a project must be viewed consistently by...

Summary


In this chapter, we have given a grand overview of P6, from how to log into the system, to all of the main menu items, and to customizing screens. Although there is much more depth in following chapters, we hope that the reader will now have a feel for what capabilities are present in the product and where to find things.

At this point the experienced P6 user who is mainly interested in how things have changed in version 8 may wish to skip ahead to specific topics of interest. Novice users will wish to continue to the next chapter, where we begin to lay out the foundations for managing projects in P6.

In Chapter 3, Organizing your Projects with EPS, OBS, and WBS, we discuss three key structures for organizing information across and within projects: Enterprise Project Structure, Organizational Breakdown Structure, and Work Breakdown Structure.

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Key benefits

  • 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.

Description

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.

Who is this book 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.

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
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Publication date : Aug 22, 2012
Length: 348 pages
Edition : 1st
Language : English
ISBN-13 : 9781849684682
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Publication date : Aug 22, 2012
Length: 348 pages
Edition : 1st
Language : English
ISBN-13 : 9781849684682
Vendor :
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Table of Contents

16 Chapters
Getting Started with Oracle Primavera P6 Chevron down icon Chevron up icon
Getting Around: Understanding and Customizing the P6 Interface Chevron down icon Chevron up icon
Organizing your Projects with EPS, OBS, and WBS Chevron down icon Chevron up icon
Creating a New Project and Work Breakdown Structure Chevron down icon Chevron up icon
Adding Activities and Relationships Chevron down icon Chevron up icon
Resources Chevron down icon Chevron up icon
Scheduling and Constraints Chevron down icon Chevron up icon
Issues and Risks Chevron down icon Chevron up icon
Baselines and Statusing Chevron down icon Chevron up icon
Project Templates Chevron down icon Chevron up icon
Portfolios Chevron down icon Chevron up icon
Portfolio Analysis Chevron down icon Chevron up icon
Measuring and Scoring Projects Chevron down icon Chevron up icon
Capacity Planning and ROI Chevron down icon Chevron up icon
Dashboards Chevron down icon Chevron up icon
Resource Management Chevron down icon Chevron up icon

Customer reviews

Top Reviews
Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.1
(15 Ratings)
5 star 60%
4 star 20%
3 star 6.7%
2 star 0%
1 star 13.3%
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LizR Jan 10, 2013
Full star icon Full star icon Full star icon Full star icon Full star icon 5
A great reference, with nice tips and good correlations to MS Project. I have recommended that my team of 15 project managers purchase this book.
Amazon Verified review Amazon
J. Campbell Sep 17, 2012
Full star icon Full star icon Full star icon Full star icon Full star icon 5
One of the refreshing aspects of this book is that it is written by people that have used the products for years in a real world environment. They have taken the lessons learned and incorporated it into one manual for the rest of us. This book is well written and will give you insight into a software product that is not always user friendly. I highly recommend anyone that uses Primavera P6 on a daily basis to buy it and keep it by your desk. Even if you have been using the product for years, you will find nuggets of information in here that you may not even had ever thought about.
Amazon Verified review Amazon
BigM Oct 22, 2012
Full star icon Full star icon Full star icon Full star icon Full star icon 5
At PlannerTuts.com, we're delighted when new books on Primavera P6 are published, especially this one.The author's have taken on a wide scope and have done so well. Written to be "a gentle introduction to P6″, Williams and Krazer cover Oracle's Primavera P6 Enterprise Project Portfolio Management tool from end to end. The focus is on 3 main areas:How to use P6 to build schedulesBasics of Portfolio Management and AnalysisResource ManagementThere is even an appendix chapter on integration of P6 with cost management systems like Peoplesoft or JD Edwards.I recommend Oracle Primavera P6 Version 8: Project and Portfolio Management to any user, new or seasoned, of Primavera P6 EPPM. It's a valuable and detailed reference for a complex and sophisticated project management tool.Goto [...] for the full book review.
Amazon Verified review Amazon
sangjukta Jun 16, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Good one
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Jon Swain Sep 07, 2012
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Our company has done a full 950 word review here [...]Extract:"In summary I'd say this book is a `must have' resource for any P6 user whether you're a novice or a seasoned veteran. I have to admit that I learned a few things myself while reviewing it and will definitely be purchasing my own copy. It's loaded with abundant details and facts that I can never seem to keep in my head, so for me it will be an invaluable tool for reference and research whenever I might find myself stumbling down amnesia alley."
Amazon Verified review Amazon
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