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BOOK ORACLE PRIMAVERA P6 VERSION 8
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SUMMARY
Items Found:
243
Preface 1
Chapter 1: Getting Started with Oracle Primavera P6 7
Product history 7
Enter Oracle 8
P3 and SureTrak 9
What's in the name? 9
P6 core concepts 11
Project Management Life Cycle 11
Activities 12
Resources 13
What's new in P6 Release 8 14
New in Release 8.2 15
Summary 19
Chapter 2: Getting Around: Understanding
and Customizing the P6 Interface 21
EPPM Web Client overview 22
Application menus 23
Tabs 24
Modules 25
Main screen 25
Logging into the P6 Client 26
Screen overview 30
Main menus 33
File menu 34
Edit menu 37
View menu 48
Project menu 48
Enterprise 49
Tools 50
Admin 53
Help 55
Customizing screens and saving layouts 56
Summary 57
Chapter 3: Organizing your Projects with EPS, OBS, and WBS 59
Enterprise versus project data 59
Organizational Breakdown Structure (OBS) 60
Enterprise Project Structure (EPS) 63
Work Breakdown Structure (WBS) 68
A simple example 71
Summary 75
Chapter 4: Creating a New Project and Work Breakdown Structure 77
Creating a new project using the New Project Wizard 77
Setting project properties 81
General 81
Notebook 83
Budget Log 83
Spending Plan 84
Budget Summary 85
Dates 85
Funding 86
Codes (project level) 87
Defaults 89
Resources 89
Settings 90
Calculations 90
Structuring the WBS of the project 92
General 93
Notebook 93
WBS Milestones 93
WPs & Docs 94
Earned value 96
Importing projects in the web client 97
General 101
Activity 102
Resources 102
Notebooks 104
Custom Field Mapping 104
Importing in the Professional Client 105
Exporting projects 108
Summary 110
Chapter 5: Adding Activities and Relationships 111
Activities 112
Oracle Primavera P6 compared to other tools 112
Oracle Primavera and scheduling best practices 113
Activity details 114
General 114
Codes 117
Expenses 117
Assignments 118
Documents 118
Feedback 118
Issues 119
Notebooks 119
Predecessors/Successors 119
Trace Logic 120
Risks 120
Activity types 120
Start milestone 121
Finish milestone 121
Task dependent 122
Resource dependent 122
Level of Effort 123
WBS summary 124
Relationships 125
Finish to Start 126
Start to Start 126
Finish to Finish 126
Start to Finish 127
Lag and float 127
Working with Activities 128
Gantt chart 128
Table 129
Activity network 129
Summary 130
Chapter 6: Resources 131
Resources 131
Resources: General 133
Resources: Codes 134
Resources: Details 135
Resources: Units and Prices 136
Resources: Roles 137
Roles 138
Roles: General 138
Roles: Resources 139
Roles: Prices 139
Roles: Limits 140
Teams 140
Resource assignments 142
Resource curves 145
Calendars 147
Modifying calendars 148
Calendar priority 150
Summary 152
Chapter 7: Scheduling and Constraints 153
Scheduling activities 153
Understanding scheduling algorithms 155
Scheduling using CPM and P6 155
The scheduling algorithm 156
The formula for start and finish 157
Settings at the user level 158
Settings at the project level 160
Calculations 160
Scheduling (F9) options 161
Settings at the global level 165
Settings at the activity level 166
Activity types 166
Summary 173
Chapter 8: Issues and Risks 175
Thresholds 176
Issues 178
Risks: P6 Professional 180
Risks: P6 Enterprise 183
Summary 185
Chapter 9: Baselines and Statusing 187
Maintaining baselines 187
Updating a baseline 190
Baseline assignment 193
Updating project status 195
Auto compute actuals 196
Percent complete 197
Entering hours 198
Actual dates 199
Actual costs 200
Resources 201
Summary 201
Chapter 10: Project Templates 203
Creating a new project template 204
Creating a template from an existing project 206
Creating a new project from a template 207
Inserting a WBS into an existing project 208
Summary 210
Chapter 11: Portfolios 211
Managing portfolios 212
Creating a portfolio 213
Portfolio Views 214
Scenarios 218
User Defined Fields (UDFs) 219
Summary 222
Chapter 12: Portfolio Analysis 223
The Portfolio Analysis screen 224
Scorecards 226
Choosing data to display 227
Columns 227
Waterline 228
Graphical displays 229
Pie charts 229
Histograms 232
Side-by-side histogram 233
Stacked histogram 235
Bubble charts 236
Summary 238
Chapter 13: Measuring and Scoring Projects 239
Scoring projects 239
Creating and using scenarios 242
Waterline Analysis 244
Summary 246
Chapter 14: Capacity Planning and ROI 247
Capacity Planning 247
Frame A—scorecard 249
Frame B—Gantt chart 251
Frame C—resources and roles 252
Frame D—Resource and Role Usage 253
Putting it all together 256
Return on Investment (ROI) 256
Summary 259
Chapter 15: Dashboards 261
Dashboard examples: 262
Managing dashboards 264
Customizing a dashboard 267
Content tab 267
General 268
Portfolio Views 268
Project Performance 269
Resources 272
Personal Information 276
Custom Portlets 278
Dashboard Layout 279
Access 280
Summary 281
Chapter 16: Resource Management 283
Planning 283
Planning by project 285
Planning by resource 286
Splitting 287
Assignments 288
Resource analysis 290
Summary 292
Appendix A: Integrations 293
Integration overview 293
Integration benefits 294
Enforcing best practices 295
Ensuring data integrity 295
Fewer people handling more projects 296
Integration pitfalls 296
Over-analysis 296
Imposing external culture 297
Underestimating technical skillset 298
Integration possibilities 298
Integration technology 298
JD Edwards 299
E-Business Suite 301
PeopleSoft 304
Summary 305
Appendix B: Reporting 307
Reporting from Professional 307
Screen printing 308
Reports 310
Editing reports 312
Reporting from the web client 313
Screen printing 314
BI Publisher 314
Summary 318
Index 319