The document discusses portfolio management and resource analysis using Oracle Primavera P6. It provides an overview of a presentation with 4 parts: 1) portfolio controls dashboard using P6 client, 2) portfolio executive reporting using P6 client, 3) portfolio resource analysis using P6 client, and 4) portfolio and resource analysis using P6 web access. Part 1 describes the various dashboards and reports available in P6 for portfolio time, performance, early warning, variance analysis, and project health. Part 2 discusses executive reporting features for project lifecycle, WBS controlled views, and key milestones.

1. Por$olio
Comparison
and
Resource
Analysis
using
P6R7
M.
Jawad
Shakeel
P6
Project
Controls
Coordinator
&
Administrator
The most comprehensive Oracle applications & technology content under one roof

2. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Professional Career & Software Experience
1995
to
2000
–
Lahore,
Pakistan
Professional
Degree
B.Sc
(Hons)
Civil
Engineering
2001
to
2007
-­‐
Abu
Dhabi,
UAE
-­‐
Site
Based
Role
–
7
Years
2001-­‐2003
Roads
and
Highway
ConstrucNon
MS
Project
2004-­‐2007
Programming
Planning
&
Design
Office
Engineer
Planning
Engineer
Engineer
P3
Engineer
Standalone
2008
-­‐
P6.0
2009-­‐Present
2008
to
Current
-­‐
Sydney,
Australia
-­‐
Office
Based
Role
–
3+
Years
P6
.1
-­‐
P6.2
Rolling
Stock,
Rail
Infrastructure
&
TracNon
Supply
Upgrade
P7.0
-­‐
P7.3
P6
Project
TracNon
&
Power
P8.0
–
P8.1
Senior
Planner
Works
Planner
Master
Scheduler
Controls
&
AdministraNon
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

3. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Presentation – Objectives and Road Map
Part 1
Part 2 Part 3 Part 4
Portfolio Controls Portfolio Executive Portfolio Resource Portfolio & Resource
Dashboard using Reporting using Analysis using Analysis using
P6 Client P6 Client P6 Client P6 Web Access
1. WBS
Importance
1. Project
Lifecycle
1. GAP
Analysis
1. Users
and
Components
2. Time
2. WBS
Controlled
2. Plant
Usage
Profile
2. Time
and
Cost
3. Performance
3. Key
Milestones
3. Material
Procurement
3. Early
Warning
4. Early
Warning
4. CriNcal
Time
Slots
4. Material
Cost
Profile
4. Performance
5. Variance
Analysis
5. Planned
Cost
5. Resource
Levelling
5. Project
Workspace
6. Project
Health
6. Profile
&
Spreadsheet
6. Shid
Planning
6. Capacity
Planning
7. Resource
Driven
Tasks
7. Resource
Planning
8. Resource
Analysis
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

4. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 1
Por^olio
Management
–
WBS
Importance
Advantages
of
a
good
WBS
for
Por$olio
Planning
and
Controls
Standard
WBS
Summary
Enterprise
ReporNng
Bars
(Cost
&
Por^olio
Layouts
Resource)
IntegraNon
Plot
&
Publish
Earned
Value
WBS
Category
for
users
not
Technique
WBS
Phase
having
P6
Many
others
WBS
View
P6
Web
Access
Need
full
WBS
Tracking
View
Workspaces
PresentaNon
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

5. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 1
Por^olio
Controls
Dashboard
–
Time
Time
Dashboard
shows
all
the
important
dates
involved
in
Planning
and
Controls
Dates Type 1 Dates Type 2 Dates Type 3 Dates Type 4
• Baseline Start • Planned Start • Start • Forecast Start
• Baseline Finish • Data Date • Finish • Forecast Finish
• Must Finish by • Schedule Finish
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

6. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 1
Por^olio
Controls
Dashboard
–
Performance
Performance
Dashboard
shows
the
Planned
Value,
Earned
Value
&
Forecast
Details
Performance
EsNmate
Baseline
Project
Current
Project
Variances
Index
&
Factor
(Forecast)
• Budget
at
• Actual
(AC)
• Schedule
(SV)
• Schedule
(SPI)
• To
Complete
CompleNon
• Performance
• Cost
(CV)
• Cost
(CPI)
(ETC)
(BAC)
%age
• Performance
• At
CompleNon
• Schedule
%age
• Earned
Value
Factor
(PF)
(EAC)
=
AC+ETC
• Planned
Value
(EV)
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

7. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 1
Por^olio
Controls
Dashboard
–
Early
Warning
Early
Warning
Dashboard
shows
Graphical
Indicators
for
Delay
Analysis
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

8. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 1
Por^olio
Controls
Dashboard
–
Variance
Analysis
Variance
Analysis
Dashboard
shows
Project
Finish
Date
Variance
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

9. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 1
Por^olio
Controls
Dashboard
–
Project
Health
Project
Health
Dashboard
shows
Assurance
Checklist
for
Planning
and
Controls
Project
Level
AcQvity
Level
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

10. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 2
Por^olio
ExecuNve
ReporNng
–
Project
Lifecycle
How
to
use
special
bars
for
showing
Master
Schedule
Project
Level
Summary
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

11. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 2
Por^olio
ExecuNve
ReporNng
–
WBS
Controlled
How
to
use
WBS
Path
#
for
filtering
selected
Phases
across
EPS
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

12. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 2
Por^olio
ExecuNve
ReporNng
–
WBS
Controlled
How
to
use
WBS
Summary
Bars
for
filtering
ConstrucQon
Phase
across
EPS
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

13. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 2
Por^olio
ExecuNve
ReporNng
–
Key
Milestones
How
to
use
special
bars
for
showing
6
Months
Look
ahead
Milestones
for
Project
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

14. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 2
Por^olio
ExecuNve
ReporNng
–
Key
Milestones
How
to
show
Key
Dates
as
separate
columns
in
collapsed
project
level
view
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

15. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 2
Por^olio
ExecuNve
ReporNng
–
CriNcal
Time
Slots
How
to
use
Global
Calendars
to
Group
Projects
for
Design
Reviews
&
Possessions
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

16. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 2
Por^olio
ExecuNve
ReporNng
–
Planned
Cost
How
to
show
Separate
Columns
and
Bars
for
Stakeholder’s
Planned
Cost
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

17. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 2
Por^olio
ExecuNve
ReporNng
–
Profile
&
Spreadsheet
How
to
show
Profile
and
Spreadsheet
as
one
layout
Cost
Sorted
by
Alliance
Partners
then
Projects
–
2012
Cost
Flow
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

18. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 3
Por^olio
Resource
Analysis
–
Plant
Usage
Profile
How
to
show
Project
Level
Resource
Usage
showing
Limits
&
Over
AllocaQon
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

19. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 3
Por^olio
Resource
Analysis
–
Material
Procurement
How
to
show
Order,
Delivery
&
Placement
for
Material
–
Gan
&
Stacked
Histogram
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

20. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 3
Por^olio
Resource
Analysis
–
GAP
Analysis
Complex
Topic
of
Resource
Management:
What
about
a
simple
1
page
explanaQon!
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

21. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 3
Por^olio
Resource
Analysis
–
Material
Cost
Profile
How
to
show
EPS
Material
Cost
:
Gan
Chart
&
Stacked
Material
Histogram
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

22. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 3
Por^olio
Resource
Analysis
–
Resource
Levelling
Stage
1:
How
can
we
level
the
over
allocated
development
team
by
scheduling
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

23. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 3
Por^olio
Resource
Analysis
–
Resource
Levelling
Stage
2:
Levelling
PrioriQes
&
Sort
Order:
What
IF
there
is
Qe
b/w
Project
PrioriQes?
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

24. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 3
Resource
Analysis
–
Shid
Planning
How
can
we
do
Hourly
Planning
of
Weekend
Shib
Works
–
With
Roles
Assignment
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

25. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 3
Resource
Analysis
–
Resource
Calendars
Resource
1:
2d=48hrs:
24hrsday
Resource
2:
5d=45hrs:
09hrsday
(Drives
FD)
Resource
3:
7d=56hrs:
08hrsday
(Drives
SD)
Resources
1,2
&
3
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

26. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 4
P6
Web
Access
–
Users
and
Components
Web
is
best
for
Managers
who
are
interested
in
Summarized
view
of
P6
Client
General
Por$olio
Project
Resource
P6
EPPM
Managers
Managers
Managers
Managers
Admin
Some
Powerful
Features
of
Web
for
Dashboard
ReporQng
that
is
NOT
possible
with
Client
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

27. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 4
P6
Web
Access
–
Dashboard
–
Time
&
Cost
How
to
show
a
Dashboard
with
Project
Gan,
StaQsQcs
and
Various
Cost
Charts
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

28. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 4
P6
Web
Access
–
Dashboard
–
Por^olio
Cost
How
to
show
Detailed
Por$olio
Cost
Comparison
–
Sub
Program
then
Project
Level
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

29. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 4
P6
Web
Access
–
Dashboard
–
Early
Warning
How
to
create
Calculated
UDF’s
for
Graphical
Indicators
to
show
Early
Warning
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

30. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 4
P6
Web
Access
–
Dashboard
–
Performance
How
summarized
P6
Client
Data
is
used
for
Project
Performance
ReporQng
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

31. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 4
P6
Web
Access
–
Project
Workspace
How
a
Project
Workspace
can
make
Planning
&
Controls
easy
for
Project
Manager
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

32. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 4
P6
Web
Access
–
Por^olio
–
Capacity
Planning
Step
1:
Select
Por$olio
Step
2:
Select
Role
Team
Step
3:
Select
Stacked
by
OpQon
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

33. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 4
P6
Web
Access
–
Por^olio
–
Resource
Planning
How
to
Assign
Resources
Roles
to
Project
using
Por$olio
Filter
Material : N/A
Plan Resources using Web
View in Client
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

34. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 4
P6
Web
Access
–
Por^olio
–
Resource
Planning
How
to
Assign
Projects
to
Resource
or
Role
using
Team
Filter
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

35. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Part 4
P6
Web
Access
–
Por^olio
–
Resource
Analysis
1:
Select
Resource
Team
2:
Filter
by
Por$olio
3:
Group
by
Por$olio
4:
Chart
Type
1
2
3
4
Presented
by
M.
Jawad
Shakeel
The most comprehensive Oracle applications & technology content under one roof

36. Por^olio
Comparison
&
Resource
Analysis
using
P6R7
Presentation – Topics Covered - Recap
Portfolio Controls Portfolio Executive Portfolio Resource Analysis Portfolio and Resource
Dashboard using P6 Client Reporting using P6 Client using P6 Client Analysis using P6 Web
For
further
quesNons
and
inquiries
related
to
presentaNon
please
contact
me
on
E:
engr_jawad@yahoo.com
&
T:
04
8831
5391
The most comprehensive Oracle applications & technology content under one roof