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This document provides an overview of features and enhancements included in
Oracle’s Primavera P6 Enterprise Project Portfolio Management Release 8. It is
intended solely to help you assess the business benefits of upgrading to
Primavera P6 Enterprise Project Portfolio Management R8.
Copyright Oracle
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Oracle Primavera P6 R8 Release Value Proposition
1. Release Value Proposition
Oracle Primavera P6 R8
Applications Release: Primavera P6 EPPM Release 8
Creation Date: 10/1/2010
Last Updated: 10/25/2010
Version: 1.0
Status: Final
2. Oracle Internal - This document is intended for information purposes only
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PURPOSE STATEMENT:
This document provides an overview of features and enhancements included in
Oracle’s Primavera P6 Enterprise Project Portfolio Management Release 8. It is
intended solely to help you assess the business benefits of upgrading to
Primavera P6 Enterprise Project Portfolio Management R8.
DISCLAIMER:
This document in any form, software or printed matter, contains proprietary
information that is the exclusive property of Oracle. Your access to and use of
this confidential material is subject to the terms and conditions of your Oracle
Software License and Service Agreement, which has been executed and with
which you agree to comply. This document and information contained herein may
not be disclosed, copied, reproduced or distributed to anyone outside Oracle
without prior written consent of Oracle. This document is not part of your license
agreement nor can it be incorporated into any contractual agreement with Oracle
or its subsidiaries or affiliates.
This document is for informational purposes only and is intended solely to assist
you in planning for the implementation and upgrade of the product features
described. It is not a commitment to deliver any material, code, or functionality,
and should not be relied upon in making purchasing decisions. The development,
release, and timing of any features or functionality described in this document
remains at the sole discretion of Oracle.
Due to the nature of the product architecture, it may not be possible to safely
include all features described in this document without risking significant
destabilization of the code.
3. Oracle Internal - This document is intended for information purposes only
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Contents
Release Value Proposition Preface for Oracle’s Primavera P6 Enterprise Project
Portfolio Management R8............................................................................................. 5
Primavera P6 Release 8 Value Proposition................................................................. 6
Governance.................................................................................................................. 6
Inclusivity...................................................................................................................... 6
Predictability................................................................................................................. 7
Optimization ................................................................................................................. 7
Summary...................................................................................................................... 7
Oracle’s Primavera P6 Enterprise Project Portfolio Management Release 8
Governance Enhancements ......................................................................................... 8
Robust Workflow-enabled Processes via Oracle’s Unified Business Process
Management Suite ....................................................................................................... 8
Rich forms as part of workflows .............................................................................. 10
Sample BPM Process for Project Ideation .............................................................. 10
License Requirement for Oracle’s Unified BPM Suite ............................................. 10
Integrated Enterprise Reporting via Oracle’s BI Publisher ......................................... 10
Report Parameters.................................................................................................. 11
Report Security........................................................................................................ 12
Report Formats ....................................................................................................... 12
Report Templates.................................................................................................... 12
Report Delivery Methods......................................................................................... 12
Automatic Scheduling of Reports ............................................................................ 12
P6 Analytics ............................................................................................................... 12
Oracle’s Primavera P6 Enterprise Project Portfolio Management Release 8
Inclusivity Enhancements .......................................................................................... 14
100% Web-based Deployment and Administration .................................................... 14
Enterprise Project Structure (EPS) View.................................................................... 14
Universal Productivity Kit (UPK) Tutorials ............................................................... 15
Shared Views .......................................................................................................... 16
Other Usability Enhancements................................................................................ 17
Oracle’s Primavera P6 Enterprise Project Portfolio Management Release 8
Predictability Enhancements ..................................................................................... 18
Industry-standard Qualitative Risk Management........................................................ 18
Risk Register with Risk Response Planning............................................................ 18
Risk Scoring Matrix ................................................................................................. 19
Configurable Views of Risks Across Projects.......................................................... 20
DCMA 14-point Schedule Assessment ...................................................................... 20
Schedule Preview for Improved “What-if” Analysis..................................................... 21
Time-scaled Logic Diagrams (P6 Professional optional Windows client) ................... 22
Oracle’s Primavera P6 Enterprise Project Portfolio Management Release 8
Optimization Enhancements ...................................................................................... 23
Resource Management.............................................................................................. 23
Resource Assignment Gantt and Table views......................................................... 23
Resource Usage Spreadsheet View........................................................................ 24
Resource View Filters ............................................................................................. 24
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Roles and Teams Table Views................................................................................ 25
Personal Calendars for Resources.......................................................................... 25
Additional usability features:.................................................................................... 26
Baseline Management................................................................................................ 26
Project Templates ...................................................................................................... 26
New Technologies...................................................................................................... 27
Scheduled Services................................................................................................. 27
On-Demand Services.............................................................................................. 27
Distributing Services................................................................................................ 28
P6 Professional – Optional Windows Client ............................................................... 28
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Release Value Proposition Preface for Oracle’s Primavera P6
Enterprise Project Portfolio Management R8
This document provides an overview of the value proposition that is associated
with the new features and enhancements that are planned for Oracle’s Primavera
P6 Enterprise Project Portfolio Management R8. This document will help you
assess the business benefits of Primavera P6 R8 and plan your information
technology investments.
This document describes new or changed functionality only. Existing functionality
from prior releases is not described.
Our goal is to ensure that you leverage technology to its fullest to increase the
efficiency and effectiveness of your operations. Please note that the final release
may not have every feature that is discussed in this document, and a specific
feature may become a part of a different application or have a product name that
is different from those cited in this document.
This preface discusses:
Oracle release information publications
Additional resources
This RVP in any form, software or printed matter, contains proprietary information
that is the exclusive property of Oracle Corporation.
The information provided in this document is intended to outline our general
product direction and is intended for information purposes. The development,
release, and timing of any features or functionality described for Oracle's
products remains at the sole discretion of Oracle.
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Primavera P6 Release 8 Value Proposition
Primavera P6 R8 is the next major release of the Oracle’s Primavera P6
Enterprise Project Portfolio Management solution. This release delivers
significant advances in functionality and will help companies deliver more
projects on schedule and within scope, while reducing the overall cost of the
projects, project management processes, and systems.
Primavera P6 R8 focuses on the following key value proposition areas:
Governance
Inclusivity
Predictability
Optimization
Governance
Only Oracle provides a complete enterprise project portfolio management
(EPPM) solution, enabling businesses to align their project and program
execution with strategy to deliver expected results. Oracle’s Primavera P6
Enterprise Project Portfolio Management solution provides an enterprise platform
for establishing project and program management standards critical to business
success, while enabling the deep understanding and insight to move projects
forward to successful outcomes.
With streamlined project-based processes, businesses will be more efficient and
able to deliver projects faster, with higher quality and at lower costs. Built-in
enterprise reporting and configurable dashboards, complemented by P6
Analytics, provide the analysis, reporting and monitoring to ensure everyone is
kept appraised of project performance and any issues requiring action, and has
the information needed to make the right decisions.
Inclusivity
Oracle’s Primavera P6 Enterprise Project Portfolio Management is an enterprise-
class solution. An organization will achieve the greatest value, including a greater
competitive advantage through EPPM, by managing all of its projects, programs
and resources in the centralized system.
Resource conflicts become apparent to project and resource managers because
all the work is managed in Primavera rather than having some resource time
assigned to projects outside of the system. And because all projects are
managed within Primavera, small projects don’t unexpectedly cause delays to
those projects that are essential to business success because of unforeseen
resource limitations or undocumented interdependencies.
Primavera P6 also meets the needs of the various roles and skill levels within the
organization with a configurable user interface, role-specific views and workflow-
based processes. With everyone who is involved in projects connected – either
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directly through Primavera P6 or as part of Primavera-based workflow –
communications flow among participants and decisions get made in a timely
manner.
Predictability
Oracle’s Primavera P6 solution is the most complete and flexible project portfolio
management solution. Its new functionality, such as industry-standard risk
management and robust reporting and analytics, complement the best project
planning and execution capabilities available in the market. Primavera enables
project-driven organizations to create achievable resource-optimized, risk-
adjusted plans, find ways to deliver projects more efficiently, and never be
surprised by unexpected issues, risks, or downward trends across projects.
Optimization
Organizations need to be continuously improving so that every project is done
better than the last, that they are making the best use of their resources, and that
they are truly turning PPM into a competitive advantage for their organization. By
making the best use of Primavera P6 R8, as well as project portfolio
management techniques, they will consistently deliver successful projects.
Primavera P6 R8 enables organizations to ensure sufficient capacity, utilization,
and availability of people, skills and other resources to meet current
commitments and take on more work as needed. Perhaps more important, it also
enables them to quickly adjust portfolios and project plans when things change
and immediately assess the impact on resource usage.
Summary
Standardizing on an Oracle platform helps businesses remain nimble while
carefully managing cash flow, conserving capital, operating with limited
resources, and keeping a constant eye on the fickle customer.
Enterprise-class Software
Complete, integrated systems engineered to work together.
Integrated at different levels: user experience, business intelligence,
business processes, security and controls
Unbeatable scalability
Easy to adapt and maintain
Implementation Simplicity
Modular deployment focused on high-value business processes
Delivery of business value in weeks
Rapid time to value
Demonstrated customer successes
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Oracle’s Primavera P6 Enterprise Project Portfolio Management
Release 8 Governance Enhancements
Create maximum business value from innovation and business
investments.
Align strategy, execution and results: be assured that all projects and
programs (and the people and resources assigned to them) are aligned
with enterprise objectives.
Ensure maximum outcomes from investments of scarce enterprise
resources.
Reduce risk of doing the wrong things and of doing things the wrong way.
Remove obstacles to efficient decision making and business performance.
Support a broad range of strategic, financial and operational processes
that cross systems in the enterprise.
Establish and maintain standards critical to project and program success.
Govern project and program compliance and regulatory requirements
Effectively manage incoming demand and prioritize work: evaluate,
analyze, prioritize, and select the right set of projects based upon risk
tolerance, financial goals, strategic goals, and available budgets and
resources.
Consistently apply key value metrics to assessing investment options and
reporting performance.
Strategically align the right people with highest value work.
Eliminate unnecessary approval / decision delays.
Robust Workflow-enabled Processes via Oracle’s Unified
Business Process Management Suite
Primavera P6 R8 uses Oracle’s Unified Business Process Management Suite
11gR1 (OBPM) as the engine to automate EPPM processes. P6 users
participating in workflows can initiate, participate, approve, reject, delegate,
escalate and continuously monitor any EPPM process flow from the P6
dashboards. Oracle offers the following business process management
functionality via a restricted-use license. The following components of Oracle
BPM Suite (licensed separately) can be used with P6 for creating workflows:
BPM Studio (part of BPM Suite)
The graphical modeling tool process used by designers to create BPM
workflows
Drag-and-drop process elements, based on the Business Process
Modeling
Process can be made executable without requiring a translation between
modeling and execution languages
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Process designers may write business logic, connect to existing
applications and assemble user interfaces using standards such Java,
Microsoft .NET, Enterprise JavaBeans, Java Naming and Directory
Interface, WSDL, XML, CORBA, COM and SQL.
Process Composer (part of BPM Suite): User-friendly way for business
users to create new processes from a template or modify existing business
processes
Process Analytics (part of BPM Suite): Process monitoring and analysis.
BPMN Engine (part of BPM Suite): For executing BPMN 2.0 serialized
business processes as well as BPEL processes.
Human Workflow (part of SOA Suite): The service that manages workflow
task processing
OBPM offers best-in-class capabilities for designing business processes,
including:
Scale from simple forms to highly complex processes
Unlimited stages/steps
Loopback to request more information by routing forms back to a previous
reviewer.
Delegation: At workflow run-time, process participants are able to choose
another user(s) who should be involved in a workflow.
Conditional branching / If, Then, Else statements: Based on data entered at a
certain stage, the workflow form can be routed to reviewers based on pre-defined
rules.
Deadlines / Aging: Process designers can impose timing restrictions. If a
workflow is stuck at a certain point for a defined duration, rules can determine
what should happen or who should be notified to take action.
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Role-based swim lanes mapped to P6 Users
Pre-populate default data field values throughout process stages.
Rich forms as part of workflows
OBPM enables custom forms to be created using ADF to match the specific data
entry needs of the workflow.
BPM forms can include any P6 standard and user-defined fields
Control the state of each field (e.g. read-only, editable, hidden, required,
etc.) throughout the process flow
Customize the name of fields to conform with specific terminology or to
simplify the form for casual PPM participants.
Customize how fields are ordered and grouped
Add instructions to eliminate questions or need for training
Attach documents to forms
Sample BPM Process for Project Ideation
P6 includes a sample workflow for project ideation:
A user may submit an idea for a new project and is required to provide
standard information to help with the decision making process.
Based on the information provided by the initiator, the workflow will
appropriately route the request for further evaluation. For example, some
requests may require scrutiny by the PMO to weigh the benefits of this
proposal against the costs.
This BPM process creates a “what-if project” within P6.
The PMO may delegate to resource managers to perform capacity
forecasting.
The request is prepared and presented to the portfolio executive. During
this step, it is compared against other requests. If the new project idea
scores well, the portfolio executive can authorize the proposed project to
be activated, changing the project’s “what-if” status to “active” and
notifying the project manager.
License Requirement for Oracle’s Unified BPM Suite
No license of Unified Business Process Management Suite is required for P6
users who are consuming or participating in the workflows or forms. However, for
users who change existing or create new workflows using web services and
events from Primavera applications, Named User Plus licenses or Processor
based licenses can be purchased for Unified Business Process Management
Suite (and its pre-requisites SOA Suite and WebLogic Suite.)
Integrated Enterprise Reporting via Oracle’s BI Publisher
Primavera P6 R8 includes Oracle Business Intelligence (BI) Publisher, an
enterprise reporting solution for authoring, managing, and delivering project
management reports. BI Publisher is integrated into P6, providing the ability to
run, view, schedule and distribute reports. Reports are easily organized and
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include a “find” option and report description. P6 R8 provides more than 30 pre-
built reports using BI Publisher.
P6 R8 also includes the Operational Data Store (ODS) and associated Extract,
Transform and Load (ETL) process. The ODS is part of the P6 Reporting
Database and provides secure access to the P6 information in an easy-to-use
data schema.
The combination of BI Publisher and ODS delivers several benefits to an
organization.
Eliminate costly point reporting solutions and simplify reporting
architecture
View reports online or schedule them for delivery to a wide range of
destinations.
Generate reports with no performance impact on P6.
Design reports using familiar desktop tools, thereby reducing the time and
cost to develop and maintain reports.
Report Parameters
To further reduce the effort and cost of creating and maintaining reports,
parameters, such as project ID, activity code, date range, resource code, may be
selected at runtime. Parameters filter and organize the information on a report,
and enable a single report to meet the needs of several project managers,
planners and stakeholders.
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Report Security
P6 reporting provides three layers of security to ensure data is protected and
individuals have access to only the reports they may run. The report
organizational structure also defines which reports an individual may access.
Reports that access the ODS will return data for only those projects an individual
has access to through P6 security.
Report Formats
BI Publisher supports several file formats including HTML, PDF, Excel, PPT,
MHTML, RTF, XML, and CSV. Each report may be published to all formats or
configured for specific formats only. The standard reports delivered with the P6
will default to PDF format, although users may specific a different default for each
report.
Report Templates
The report template builder is a plug-in compatible with Microsoft Word and
Adobe. It assists users to build both tabular and graphic reports. The template
builder contains bar, pareto, line, bubble, area, radar, and pie charts. In addition,
graphics and pictures may be inserted for items such as indicators and logos.
Each report can have multiple templates, eliminating the need to create multiple
versions of similar reports.
Report Delivery Methods
Bi Publisher provides several delivery methods for sharing project information.
Through the BI Publisher interface, reports may be saved as a file, sent directly
to printers, emailed to a distribution list, or stored in a content repository such as
Oracle Universal Content Management (UCM). Through the P6 interface, reports
may be saved to a file and sent via email to selected P6 users with a custom
subject line and message.
Automatic Scheduling of Reports
Schedule reports according to a predefined interval. For example, reports may be
scheduled to execute once, daily, weekly, or monthly. A report may have multiple
runs defined, each with its own interval, delivery recipients, template, and
parameters. When the report is executed, a confirmation email may be sent to
the individual who scheduled the report(s), informing them if the report(s)
executed successfully, with warnings, or failed.
P6 Analytics
Primavera P6 Analytics is a add-on, packaged reporting application for gathering,
storing, analyzing, sharing and providing access to project data to help
enterprises make better business decisions. The solution is a combination of the
P6 Reporting Database and Oracle Business Intelligence.
P6 Analytics provides root-cause analysis and manage-by-exception capabilities
through prebuilt reports, combined with full ad-hoc reporting and drill-down
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capabilities. It provides critical insights into current and historical performance of
all projects, programs and portfolios to make better and quicker decisions to
eliminate project failure.
Quickly visualize critical project performance trends using dashboards
Predict and identify cost and earned value trends early in project lifecycle
to rescue troubled projects
Evaluate resource performance through S-curves and interactive
dashboards for drill-down into the root cause or potential problems
View early warnings for under-staffed project work in the pipeline.
Show staffing needs by portfolio
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Oracle’s Primavera P6 Enterprise Project Portfolio Management
Release 8 Inclusivity Enhancements
Extend enterprise PPM to all business processes, enterprise systems,
project participants, and portfolio stakeholders.
Improve decisions and accountability through enterprise-wide visibility,
workflows and collaboration.
Ensure “no person or project is left behind”.
Achieve competitive differentiation through enterprise-wide PPM
excellence.
Improve individual and team productivity, boost the speed and quality of
decision making, and improve the reuse of information
Unite project teams and stakeholders through collaboration and strong
feedback methods.
Meet the EPPM information, workflow and collaboration needs of various
roles, functions, and skill levels of management, customers, project teams,
and partners.
Enable fluid, end-to-end communication for individual insight, team
productivity, and project success.
Adapt to various levels of complexities of projects
Streamline processes, improve efficiencies, increase team productivity,
and speed project delivery, with higher quality and at a lower cost.
Enable end-to-end enterprise portfolio management by combining project
execution with ERP, SCM, HCM and CRM.
100% Web-based Deployment and Administration
All Primavera P6 R8 application administration is performed through the web
interface, allowing organizations to deploy P6 in a fully web-based environment.
The optional P6 Windows desktop client, P6 Professional is intended for planners
and schedulers who are accustomed to the Windows interface. The
administration capabilities reduce the effort to administer user access, application
settings, and enterprise data (such as dictionaries). New copy and paste
capabilities, along with printing and exporting to Excel, further assist
administrators.
Enterprise Project Structure (EPS) View
The EPS view provides an overview of all projects, and is especially useful to
those who need to report on or administer multiple projects. This view will be
familiar to Windows client users who have used the Projects view. Program
managers may use the EPS view to model multiple tiers of program sub-
structure. Those who manage many projects may use this view to review the
entire portfolio to spot misalignment or redundancy. Administrators and PMOs
may use this view to govern how projects are set up thereby ensuring cross-
project standardization.
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The Enterprise Project Structure (EPS) can be fully administered from within this
new view. This includes creating child and sibling levels with a full range of move
up, move down, indent or outdent. Changes to how projects are organized can
be reflected in the EPS design by renaming EPS, cut/copy/paste projects to
different EPS, creating new EPS, or deleting existing EPS.
Display projects as a tabular list or grouped by one or more details, such as
Enterprise Project Structure, Project Codes, User-defined Fields, or dates.
Choose columns to display a wide range of project fields. Apply project filters
based on multi-level, nested criteria. These filters now allow up to 10
levels of parameters, and automatically refresh portfolios that are configured to
include projects based on a filter.
Additional new usability features in the EPS view:
Type-ahead within column cells for quickly assigning Project Code values
Add new Project Code values on the fly
Fill-down by dragging
Freeze left column when scrolling
Universal Productivity Kit (UPK) Tutorials
Oracle’s User Productivity Kit (UPK) enables an organization to rapidly produce
contextual materials such as system process documents, interactive simulations,
tutorials, and job aids, to increase productivity and reduce overall software
implementation costs. A UPK license is required to create and distribute any of
this content, but is not required to access the 5 basic tutorials delivered with P6.
Primavera P6 R8 includes UPK object recognition and integrates with UPK
Version 3.6.1 Enablement SP2 (July 2010 release). Object recognition provides
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context sensitivity for developing content, such as the P6 Tutorials (English only)
that are included with P6R8.
The P6 Tutorials show how P6 customers may use UPK to customize the online
Help and increase productivity. Launch UPK from the main P6 Help menu to see
available topics. In addition, any window that has a separate Help button is also
integrated with UPK. If a UPK tutorial exists, it will launch when the Help button is
selected.
UPK provides four modes:
See It! mode enables one to learn by watching an animated
demonstration of tasks being performed in a simulated environment.
Try It! mode enables one to learn a task by practicing in a simulated
environment with step-by-step instructions and guidance throughout the
task.
With Do It! mode, one is guided through a task while performing it in the
live application.
Use the Print It! mode to print out the tutorial as a job aid or as part of a
training manual.
Shared Views
Any of the highly customizable Primavera P6 views may be saved Views a
personal library or shared with other users. For example, administrators and
PMOs may want to establish global views that any user can use or customize for
their own use. Any of these views may also be be printed as reports.
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Additionally, once someone configures an activity view and opens any desired
projects, he/she can email a “view” link to other project participants. The
participants then use the link to automatically open the specified activity view in
the context of the same projects.
Other Usability Enhancements
Primavera P6 R8 usability improvements help planners, project managers, and
other project participants build project plans, analyze and monitor project work,
and configure their project workspaces.
Hover over on activity name to display full description
Personalization of toolbars
Toolbar quick links to customize view
Type ahead to quickly find and assign attributes
Preview changes to activity views
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Oracle’s Primavera P6 Enterprise Project Portfolio Management
Release 8 Predictability Enhancements
Confidently make and keep project commitments to the board,
stakeholders, and clients.
Reduce financial and performance risk, while increasing client satisfaction.
Create achievable resource-optimized, risk-adjusted portfolios.
Ensure portfolio performance integrity: understand enterprise portfolio
performance from a “single source of truth”.
Reduce the risk of cost and schedule overruns and any resulting penalties.
Set direction, establish best practices, and provide controls, while relying
on lower levels to make sound decisions.
Successfully manage projects, including the time, resources, skills and
budgets necessary to accomplish the work.
Quantify risk and uncertainty and forecast the impacts of contingencies on
costs and timelines.
Evaluate alternatives to find better, faster, cheaper ways to deliver
projects and programs.
Provide realistic status and value reporting to stakeholders and regulatory
bodies.
Easily enrich best practices to ensure highest quality results without
rework or waste.
Industry-standard Qualitative Risk Management
The new Risks module in Primavera P6 R8 provides industry-standard qualitative
risk assessment and management capabilities. It provides a central location for
indentifying, assessing, and managing risks, threats and opportunities, for a
single project, multiple projects, or a project portfolio. Team members can quickly
and easily identify new risks, assess them, and link those risks to activities for
better tracking and control. Risk Managers have a centralized view into the state
of risk across projects with the ability to group and organize risks for better
visibility into the status of risk across the organization.
Risk Register with Risk Response Planning
The Risk Register is a central location for the identification, assessment, and
categorization of project risks. As risks are created, they can be linked to
activities in the schedule to provide insight into when and how each risk might
potentially impact the project. The Risk Register enables participants to create
and track one or more response plans for each risk, with actions detailing how to
respond to mitigate the risks and to provide a complete risk management history.
Since Risk Response Actions may be linked to activities in the schedule,
updating the activity details in the schedule updates the response plan action
details as well.
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Risk Scoring Matrix
A Risk Scoring Matrix is created by combing Risk Thresholds which define
probability ranges, schedule impact ranges, and cost impact ranges. Additional
thresholds such environmental or safety impacts are defined using User-defined
impact thresholds. Probability and Impact thresholds combine with a Tolerance
threshold to create a Probability and Impact Diagram, a color-coded graphical
representation of the Risk Scoring Matrix. The Tolerance threshold controls the
color-coding of risk scores in the Risk Register. Each Risk Scoring Matrix can be
assigned to one or more projects enabling the standardization of risk scoring
across the enterprise.
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As each project risk is assessed, a risk score is calculated to determine the risks
with the greatest possible impact to the project. The risk assessment criteria are
determined by the Risk Scoring Matrix assigned to the project.
Configurable Views of Risks Across Projects
The Risk Register is customizable to provide multiple views of risk data. Open
multiple projects or portfolios to list risks across those projects, or group and sort
by project or other risk field. Custom risk data is available by using Risk user-
defined fields to add project- or organization-specific data to the Risk Register
view.
DCMA 14-point Schedule Assessment
The new Schedule Checker assists planners, project managers, and the PMO to
ensure project plans are built in accordance with industry and organizational
guidelines.
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Specifically, the Schedule Checker performs a 14-point analysis to ensure that
activities and dependencies adhere to standards. The Schedule Checker uses
the DCMA 14-point assessment and produces a report that identifies areas of the
project plan that fall outside the quality guidelines, or thresholds for such things
as open ends in schedule logic, total float, and more.
Schedule Preview for Improved “What-if” Analysis
Schedule Preview enables individuals to instantly see the results of changes to
activities and logic in the project plan. As the project plan is being built, the
project will be automatically scheduled to show how additions, changes, and
“what-if” analysis impact the time-phased project work, but without saving the
changes to the enterprise database. When the modifications and updates are
final, the changes may then be saved to the database.
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Time-scaled Logic Diagrams (P6 Professional optional Windows
client)
Times-scaled Logic Diagrams (TSLD) graphically depict activities and the
schedule’s logic according to time, condensed into a useful horizontal format.
The TSLD is displayed in a graphical viewer which facilitates creating, formatting,
saving, and printing. From the viewer the diagram can be modified in a number
of ways to in order to display the project data in a way that makes the most
sense.
The following TSLD formatting options are available:
Adjust timescale’s start date, finish date, and format
Format size and color of the bars, including highlighting critical activities,
color- coding bars by activity code, and displaying progress based on
percent complete or remaining duration
Choose labels to display on the bars and adjust the font and color of the
labels
Choose between displaying all relationship lines, only driving
relationships, or no relationship lines
Group and sort activities based on an array of criteria
Display bars in a TSLD format or Gantt format
Add a title to the diagram
Adjust margins and the line spacing between rows of activities
Select paper size and number of pages for optimal printing
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Oracle’s Primavera P6 Enterprise Project Portfolio Management
Release 8 Optimization Enhancements
Optimize management of all resources – human capital, budgets, facilities,
talent – for maximum ROI.
Easily consider all resources and constraints when making portfolio
investment decisions, and then optimize their talent on resulting work.
Respond appropriately and quickly to changes in strategy, customer
expectations, competitive threats, and overall business uncertainty.
Be confident people are working on the right things, that the business has
the right skill mix to get the work done today and is ready for the future.
Ensure sufficient capacity, utilization, and availability of people, skills and
other resources to meet current commitments and take on more work as
needed.
Quickly identify and deploy the most qualified and available people to
project work.
Quickly adjust portfolios and project plans when things change and
immediately assess the impact.
Deliver quality projects and programs with fewer resources.
Resource Management
Primavera P6 R8 includes several resource management enhancements,
including new views that make resource management easier and innovations in
the way resource assignments are filtered and displayed. The views enhance
resource-oriented business processes such as staffing, allocation analyses and
reporting, assignment distribution, and status updating. Other improvements
include resource administration and team member access to manage personal
calendars.
Resource Assignment Gantt and Table views
All resource assignments may be displayed in a tabular list or grouped by one or
more details, such as resource, resource code, project, project code, cost
account, or activity. Choose columns to display a wide range of Assignment,
activity and project fields. Apply assignment filters based on multi-level, nested
criteria.
Resource assignments may be displayed on a Gantt chart. Choose to display
multiple assignment bars, such as current versus planned dates. Display the
timescale as years for a long-range view or as days for a more granular view.
Neck bars to visually indicate periods of non-work time based on the calendar
used to schedule each assignment.
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Resource Usage Spreadsheet View
Display resource assignment data in time-distributed periods ranging from
quarter to day to financial period. Choose from various cost and units fields.
Save a predefined range of time with options such as current date plus or minus,
custom specified dates, or earliest/latest dates that reads from the results of the
view’s filter. This view includes an option to calculate an average per period
when reviewing roles for headcount/FTE analyses.
Administrators and resource managers have a dynamic, new table interface to
work with. This includes building the resource hierarchy, editing of full range of
resource data columns, grouping by elements such as teams, searching, printing,
and exporting to Excel. New innovations include quick association of resources
to teams from within resource pool and copy/paste of an existing resource.
Resource View Filters
Rich filters enable users to customize their resource views. For example, project
team members may choose My Assignments to display all of their assignments
across all accessible projects. A resource manager may want to open a view
showing where his/her people are assigned as resources to project work (via
team or resource code filter) without having to know ahead of time which projects
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they may be assigned to. Project managers may use a filtered resource view to
analyze assignments on one or more projects.
Roles and Teams Table Views
Resource managers and administrators are able to define job titles and skills
within the web-based roles administration view. This page provides easy access
to the full range of roles and related information. The view is consistent with the
new resources page and also allows for association of roles to teams.
Personal Calendars for Resources
Primavera P6 R8 enables resources to easily define when they will be available
to be scheduled for project assignments. Anyone who is assigned to a non-
shared (Personal) resource calendar may access and edit that calendar’s non-
work time, rather than rely on the resource administrators to administer the
calendar.
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Additional usability features:
Quick launch of each assignment’s calendar
Type-ahead within columns cells for quickly assigning values such as for
cost accounts
Fill down by dragging
Freeze left column when scrolling
Baseline Management
Primavera P6 R8 expands the baseline management capabilities.
Existing projects may be converted to baselines
Baselines may be restored as a standard project.
All baseline management capabilities are consolidated into one dialog for
ease of use.
Project Templates
Project Templates replace functionality previously addressed with Methodology
Manager. Templates enable customers standardize their planning approach, use
best practices, accelerate creation of effective plans, and govern the wealth of P6
settings to further maximize their PPM investment.
Create Templates using same interface as Projects. There is no additional
learning required for Templates. Templates may also be created by simply
reusing an existing project’s planned or actual values. Template creators may
also choose which of the project data to re-use or discard. They may also assign
project codes to templates.
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When using templates, Project managers may select any WBS from a template
to insert into their project. This functionality is similar to fragnets or plug-ins in
prior versions.
Templates conform to the same Administrative Preferences, Administrative
Categories, and User Access as do projects. Users who work on both Templates
and Projects need only maintain a single set of User Preferences. Similarly,
templates use the same dictionaries, such as for roles, activity codes, and user-
defined fields, as projects.
Templates can reside within any enterprise project structure, and rely on project
security settings. Large organizations may keep Template libraries within their
own EPS. Templates do not portfolio reporting views, nor are they summarized
during portfolio or project analysis and reporting.
New Technologies
With every Primavera P6 release, new technologies are adopted to provide new
capabilities, reduce implementation effort , and lower cost of ownership. With
Primavera P6 R8 all job services have been moved to the P6 application server,
removing the need for the Job Services server. This migration enables
organizations to standardize and optimize their P6 server deployment as all
services will run on the same Java platforms as the application.
Scheduled Services
All scheduled services are configured through a web interface that includes
services for Summarize, Schedule, Apply Actuals, and Level, new in Primavera
P6 R8. The new interface displays the current status of the scheduled services
along with a summary.
On-Demand Services
Individuals can also perform these services on demand, directly from within the
activities page. These services will be performed in the background, allowing
users to continue to work within P6 while the service is being executed.
Individuals can view that status of the on demand jobs to confirm completion.
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Distributing Services
Services can be configured to execute on specific P6 application servers to
minimize the impact on application response time for users. Each P6 application
server can be configured to execute specific services and the amount of
concurrent services to perform, distributing the workload appropriately.
P6 Professional – Optional Windows Client
P6 Professional is an optional component of Primavera P6 Enterprise Project
Portfolio Management (P6 EPPM). This component provides a robust set of
features primarily for Planners and Schedulers. The P6 Professional component
of P6 EPPM is no longer used to perform administrative tasks which are now
available in the web interface.
In addition to the new time-scaled logic diagram (described above), P6
Professional includes the following new capabilities:
Tabbed window layouts
Tiled windows
Customizable menus and toolbars
Page breaks between grouping bands
Option to automatically reorganize grouped data by window
Publish reports to project work product and documents
Simplified installation