Oracle Primavera P6 Version 8: Project and Portfolio Management

Published: 08/2012
ISBN 13: 9781849684682
ISBN: 1849684685
eBook price: $30.59
Print and free eBook price: $59.99
Oracle Primavera P6 Version 8: Project and Portfolio Management book cover


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.

Table of contents

  • Oracle Primavera P6 Version 8: Project and Portfolio Management
  • Credits
  • About the Authors
  • About the Reviewers
  • Preface
  • 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
  • Appendix A: Integrations
    • Integration overview
    • Integration possibilities
    • JD Edwards
    • E-Business Suite
    • PeopleSoft
    • Summary
  • Appendix B: Reporting
    • Reporting from Professional
    • Reporting from the web client
    • Screen printing
    • BI Publisher
    • Summary
  • Appendix C: Index

About the authors

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.

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