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PRIMAVERA P6 ENTERPRISE PROJECT PORTFOLIO

MANAGEMENT 8
DESIGN AND CONFIGURATION BOOT CAMP
Oracle's Primavera P6 Enterprise Project Portfolio Management is the most powerful, robust, and easy-to-use solution
for globally prioritizing, planning, managing, and executing projects, programs, and portfolios. 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.
What will we cover:
Primavera P6 Enterprise Project Portfolio Management 8 Design and Configuration Boot Camp is a hands-on workshop
with the principal objective of ensuring attendees are able to design and configure P6 EPPM solutions and enterprise
structures against business use cases and scenarios using the materials for support purposes.
Learn To:

Create and maintain all Enterprise Data

Execute all Administrative Functions

Design and configure Project Portfolio Management Customer facing solutions

Design and configure Resource Management Customer facing solutions

Design and configure other key Customer facing solutions such as Financial Management, Reporting, Capacity
Planning

Customize data views in Portfolios, Portfolio Views, Portfolio Charts, Capacity Planning, Scorecards, and Dashboards

Duration:

The Primavera P6 Enterprise Project Portfolio Management 8 Design and Configuration Boot Camp is a five-day
instructor led workshop.
Note: The duration is intended for general reference. The boot camp instructor may recommend a different approach in
rolling the class. Students are required to check the boot camp duration for the scheduled event they are interested in.

Audience:
Implementation Consultants

Technical Consultants

PreSales Consultants

Prerequisite Training and Environment Requirements:


All attendees must have studied the Introduction to Primavera P6 EPPM Release 8.x manual available on PGBU
partner searchlight. Without a thorough understanding of this basic end user functionality the boot camp will be of little
use.

Additionally, attendees should have read the Designing and Configuring Primavera Solutions in EPPM P6R8.x manual
which provides the supporting material for the boot camp and should be looked at in conjunction with P6 EPPM
overviews and materials available on oracle.com and referenced in the Learn More tab on this site. A business scenario
will be provided on day one of the course. This will allow attendees to configure a system from a new database and
present to the group on the final day of the training. Some homework should be expected in order to practice the topics
learnt in class against the scenario.
Both of the manuals referenced above map to the standard shipped databases available on e-delivery. Participants are
encouraged to have either installed EPPM via e-delivery or have a hosted solution for pre-requisite work.
All participants are required to bring a laptop to the training. The primary method of delivery will be viable a cloud
solution however back up will be using VM ware images. In order to run a VM images a minimum configuration as
below is desired.
Laptop Requirements
Hardware
Free Disk Space

30GB (for Virtual Machine)

RAM

6GB

Processor

2GHz

WiFi Connection

Available

Software
Browser

Internet Explorer

Agenda Topics:
Day 1

Oracle Primavera Solution Overview

Implementation & Best Practice Considerations

Pre-Requisites Review

Design an Enterprise Project Structure

Design an Organizational Breakdown Structure

Design a Security Solution

Design a User Administration Process

Design the Resource Breakdown Structure

Day 2

Design Resource Coding Library

Design Project Coding Library

Design an Activity Coding Library

Design User-Defined Field Solutions

Design Calendar Solution

Design Project Data Maintenance and Governance Solution

Day 3

Design Financial Management Solution

Define Administrative Preferences and Settings

Defining Currency

Design Activity Step Templates

Design User Interface Views update for r8 interface

Manage Portfolios

Design and Configure Portfolio Information

Design Portfolio Chart Views

Day 4

Design Dashboards, Portfolios and Portfolio View Solutions

Design Resource Capacity Planning Solution

New Resource Management Features in P6 EPPM R8

Design a Risk and Issue Management Solution

Design Project Templates

Business Process Management

Web-based Reporting

Day 5

Design & Configuration Presentations

Related training:
Primavera P6 Enterprise Project Portfolio Management 8 Fundamentals Boot Camp Coming Soon!

Primavera Portfolio Management Implementation Boot Camp Coming Soon!

Primavera Contract Management Implementation Boot Camp Coming Soon!

Additional Information
P6 EPPM Related Information
Oracle.com
http://www.oracle.com/us/products/applications/primavera/042373.htm
*White Papers, *Brochures and Data Sheets, *Demos
EPPM Microsite
3

http://www.oracle.com/oms/eppm/index.html
P6 EPPM Documentation
http://www.oracle.com/technetwork/documentation/primavera-093289.html

Contact Us:
For more information about Primavera P6 Enterprise Project Portfolio Management training available to Oracle Partners,
visit competencycenter.oracle.com.

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