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

Oracle Primavera P6 Version 8: Project and Portfolio Management

Table of Contents

Oracle Primavera P6 Version 8: Project and Portfolio Management

Credits

About the Authors

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Getting Started with Oracle Primavera P6

Product history

Enter Oracle

P3 and SureTrak

What's in the name?

P6 core concepts

Project Management Life Cycle

Activities

Resources

What's new in P6 Release 8

New in Release 8.2

Summary

2. Getting Around: Understanding and Customizing the P6 Interface

EPPM Web Client overview

Application menus

Tabs

Modules

Main screen

Logging into the P6 Client

Screen overview

Main menus

File menu

Edit menu

View menu

Project menu

Enterprise

Tools

Admin

Help

Customizing screens and saving layouts

Summary

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

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

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

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

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

8. Issues and Risks

Thresholds

Issues

Risks: P6 Professional

Risks: P6 Enterprise

Summary

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

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

11. Portfolios

Managing portfolios

Creating a portfolio

Portfolio Views

Scenarios

User Defined Fields (UDFs)

Summary

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

13. Measuring and Scoring Projects

Scoring projects

Creating and using scenarios

Waterline Analysis

Summary

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

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

16. Resource Management

Planning

Planning by project

Planning by resource

Splitting

Assignments

Resource analysis

Summary

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

B. Reporting

Reporting from Professional

Screen printing

Reports

Editing reports

Reporting from the web client

Screen printing

BI Publisher

Summary

Index