Primavera P6 EPPM

Oracle Primavera P6 Enterprise Project Portfolio Management (P6 EPPM) is an integrated solution
for prioritizing, planning, managing, and executing projects, programs, and portfolios. It optimizes
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 complexity
within a project, and scales to meet the needs of various roles, functions, or skill levels in your
organization and on your project team.

Functionality includes:

Administration and enterprise data - Administer user accounts, preferences, views,

application settings, and enterprise data.
Project, portfolio, and resource management - Manage and schedule projects,
administer and assign resources, analyze portfolios and future capacity, and create
personal dashboards.
Document management - Manage documents and, with optional features, review and
collaborate on documents.
Workflows - The workflow engine bundled with P6 EPPM provides Business Process
Modeling Notation (BPMN) compliant graphical notation that depicts the steps in your
project initiation workflows.
Reports - Generate and view reports using Web browser. Reports can be routed via e-
mail, saved to a shared or local file, or printed.

P6 Team Member suite of applications is designed for individual contributors or team members to
record status on their tasks and submit timesheets using the platform or device that
accommodates their line of work:

P6 Mobile
P6 Team Member
E-mail Statusing Service

Project manager uses P6 to create and update the project schedule and task list. Depending on
project preferences, updates in P6 Team Member applications are applied immediately or may
require approval before updates are applied to the project.

Other applications in P6 EPPM:

P6 Professional for EPPM - Windows-based project planning and scheduling

functionality.
P6 Integration API - A Java-based application programming interface enabling P6 EPPM
to interface with other components and systems.
P6 EPPM Web Services - Integration technology that extends P6 business objects and
functionality. It enables developers to leverage standard interfaces to create integrated
software solutions with a wide variety of enterprise software applications.
P6 Analytics - An optional reporting tool with advanced visual features, including pre-built
dashboards with P6 data.
P6 Visualizer - Detailed Gantt chart and timescale logic diagram reporting tool.

Upon completion of this module, you will be able to:

Navigate in P6.
Create a project.
Create a WBS.
Add activities.
Use calendars.
Create relationships.
Schedule a project.
 Assign constraints.
Optimize the project.
Create a baseline.
Execute the project.
Review timesheet data.
Using the Reports view.
Display project data.
Manage risks and issues.
Manage documents.
Import and export data.
Use the Team Member web application.
Manage resources and roles.
Assign resources and roles.
Use high-level resource planning.
Analyze resource usage.
Fill unstaffed assignments.
Create and analyze portfolios.
Use capacity planning.
Create users and set security.
Use default settings and preferences.
Define publication periods.

Navigation bar in P6:

The P6 Navigation bar provides access to sections in P6:

Dashboards - Use data windows called portlets to display portfolio, project, and resource
data.
Portfolios - Create portfolios of projects and use customizable reporting features to track
project status and make informed decisions about strategic initiatives.
Projects - Create and manage projects, request or staff resources and update project
status.
Resources - Review resource assignments, analyze allocation and configure resource and
role teams.
Reports - Create, manage, and deliver reports via Oracle Business Intelligence (BI).

Portfolios, Projects, and Resources sections are divided into pages that provide specific information
and functionality. The availability and arrangement of pages is based on each users User Interface
view. The pages are divided as follows:

Portfolios section - Analysis, Capacity Planning, Performance Status, Gantt Chart, ROI,
Details.
Projects section - EPS, Activities, Workspace, Team Usage, Issues, Documents, Risks.
Resources section - Administration, Planning, Assignments, Analysis.

Upon completion of this lesson, you will be able to:

Use the P6 Navigation bar.

Open a project via the dialog box.
Open a project via the EPS page.
Open multiple projects.
Display the Activities page.
Customize the Activities page toolbar.
Using the P6 Navigation Bar

Step Action
1. Begin by navigating to the Dashboards section in P6.

On the P6 Navigation bar, click Dashboards.

2. Use the Dashboards section to manage and view dashboards, which contain portlets
that display information about your portfolios, projects, resources, and activities.
3. Click the arrow on the Dashboards tab to view the Dashboards menu.

4. View the Dashboards menu options, and then on the P6 Navigation bar,
click Portfolios.

5. Use the Portfolios section to create, manage, and analyze project portfolios.
6. Click the arrow on the Portfolios tab.

7. View the Portfolios menu options, and then, on the P6 Navigation bar,
click Projects.

8. Use the Projects section to create projects and activities and to manage project
execution on a day-to-day basis.
9. Click the arrow on the Projects tab.

10. View the Projects menu options, and then on the P6 Navigation bar,
click Resources.

11. Use the Resources section to create and manage resources, including assigning roles
and resource codes, creating resource teams and role teams,analyzing resource and
role usage, resolving resource overallocation, tracking and updating resource and
role assignments, and doing long-range resource planning.
12. Click the arrow on the Resources tab.

13. View the Resources menu options, and then on the P6 Navigation bar,
click Reports.
 Step Action
14. Use the Reports section to schedule and run a comprehensive range of pre-
configured, formatted reports using current P6 data.
15. The topic is completed.
End of Procedure.

Opening a project via dialog box:

Use the Open Projects dialog box to open a single project, multiple projects, an EPS element or a
portfolio, one or more templates, or all projects that have the same project code value. You can
open a combination of items - for example, an EPS element along with projects that have a
specific project code value.

In the Open Projects dialog box, move the project(s) or project group(s) you want to open from
the Available Projects section to the Selected Projectssection.

The following options are available in the Open Projects dialog box:

Filter by projects or templates.

Sort projects by EPS, portfolios, or project codes. When sorting by project code, expand
project codes to display values. Only project code values can be selected.
Choose an activity view that displays on the Activities page after opening the project(s).
This option is for the Classic View only.
Search for a project. Enter search parameters in the Search field.
View users who currently have an Available Project open. Click the User icon next to
any project that another user has open. E-mail one or all of the users with a message
regarding the project.

In this topic, you will use the Open Projects dialog box to locate and open a project.

Opening a Project via the Dialog Box

Step Action

1. Begin by navigating to the EPS page in the Projects section (although the Open
Projects dialog box is accessible from any page in P6).

On the Projects Navigation bar, click EPS.

2. Use the EPS page to manage the Enterprise Project Structure and to view
information about projects.
3. On the Projects menu, click Open Projects.

4. Expand EPS nodes as necessary and select a project, HRSYS-03 - HRSYS -

Overview and Navigation.

5. Click the right arrow to move the project to the Selected Projects section.
 Step Action

6. Select the project and then click the left arrow to move the project back to
the Available Projects section.

7. Click the Search field.

8. In the Search field, type <ov>.

9. In the Available Projects section, double-click HRSYS-03 - HRSYS - Overview
and Navigation to move the project to the Selected Projects section.

10. Click OK.

11. The project is opened as indicated by the Open Folder icon preceding the project
name on the EPS page.
12. The topic is completed.
End of Procedure.

Opening a project on the EPS Page:

Use the EPS to open and close projects. After selecting project(s) in the Projects Table, use the
Actions menu or right-click, and then select Open Project.

The EPS page is particularly useful if you want to open all of the projects in a EPS node. Or, use
grouping, sorting and filtering to create views that organize and categorize projects.

The EPS page also offers a quick way to close all open projects: On the Actions menu, click Close
All. Alternately, right-click any row in the Projects Table and select Close All.

In this topic, you will use the EPS page to open a project.

Step Action
1. Begin by navigating to the EPS page in the Projects section.

On the Projects Navigation bar, click EPS.

2. Use the EPS page to manage the Enterprise Project Structure and to view
information about projects.
3. On the Actions menu, click Close All.
 Step Action
4. Right-click a project, HRSYS - Overview and Navigation.

5. Click Open Project.

6. The project is opened as indicated by the open folder icon preceding the project
name on the EPS page.
7. The topic is completed.
End of Procedure.

Opening multiple projects:

Use the Open Project dialog box or the EPS page to open multiple projects.

To open dependent projects, where activities contain relationships between multiple projects,
click Open Dependent Projects on the Activities page Actions menu.

In this topic, you will open a project on the EPS page and then navigate to the Activities page
and open a dependent project.

Step Action
1. Begin by navigating to the EPS page in the Projects section.

On the Projects Navigation bar, click EPS.

2. Use the EPS page to manage the Enterprise Project Structure and to view
information about projects.
3. Right-click a project, Phase 1 - Southbound, and then click Open Project.

4. On the Projects Navigation bar, click Activities.

5. Use the Activities page to manage activities and their associated details, including
WBS elements, steps, issues, notebooks, resource assignments, risks, and other
details.
6. On the Actions menu, click Open Dependent Projects.

7. Expand HWS - Phase 1 - Southbound, and then select HWN - Phase 2 -

Northbound.

8. Click OK.
 Step Action
9. On the View menu, click Collapse All to view the root node of each project.

10. The topic is completed.

End of Procedure.

Displaying the Activities page:

The Activities page is used to create, view, and edit the WBS and activities for a single project or
multiple projects.

Display of data on the Activities page can be customized to meet your needs and then saved as a
view. The Activity View list on the Activities toolbar provides access to views that you have created
or are available to you.

Data is initially displayed in the combined Activity Table/Gantt chart format, but you can view data
in Activity Network or Activity Calendar views. Manage activity and WBS information in detail
windows, which are displayed at the bottom of the page, but can be moved as needed.

A Basic View of the Activities page is available, which provides basic functionality in a fast and
efficient HTML format. Use the Basic View to manage activities and WBS elements, customize the
activity grid layout, edit activity information in the details pane, and view your schedule in a
configurable Gantt chart. Switch to the Activities page Classic View to perform more complex
tasks.

On the User Interface Views page, enable or disable access to the Classic View and Basic View, and
choose one to set as the default Activities page view. This course only uses the Activities page
Classic View.

In this topic, you will display the Activities page and look at a number of formatted views and
other display options.

Displaying the Activities Page

Step Action
1. Begin by navigating to the Activities page in the Projects section.

On the Projects Navigation bar, click Activities.

2. Use the Activities page to manage activities and their associated details, including
WBS elements, steps, issues, notebooks, resource assignments, risks, and other
details.
3. The Default View is displayed.

In the Activity View list, select Critical Activities.

4. The Critical Activities view is displayed; note the changes in the data layout.

In the Activity View list, select Navigating.

 Step Action
5. On the Activities toolbar, click the Table icon.

6. The Gantt chart is no longer displayed; the Activity Table takes up the entire width
of the page.
7. On the Activities toolbar, click the Gantt Chart icon.

8. The Gantt chart is displayed alongside the Activity Table.

9. On the View menu, click Full Screen Mode.

10. On the Activities toolbar, click the Activity Network icon.

11. Click Zoom To Fit to view the entire Activity Network.

12. Click the Show Only Driving Relationships icon.

13. The Activity Network is displayed with only driving relationships shown.
14. Click the Calendar View icon.

15. The Calendar View displays activities in a monthly calendar format. Bars on the
calendar represent each activity and its duration. The Day View window displays all
activities occurring on a selected day.

16. The topic is completed.

End of Procedure.

Customizing the Activities Page Toolbar:

The Activities toolbar is located below the Projects Navigation bar. Icons on the Activities toolbar
are shortcuts to features and functions on the Actions, Edit, and View menus. Depending on the
set of features and functions you use most often, you may wish to show or hide specific icons on
the Activities toolbar. There are three ways to show or hide toolbar icons:

On the View menu, click Toolbars, Customize Toolbars to launch the Customize Toolbar
Items dialog box. In the dialog box, select the items that you want to appear on the
Activities toolbar.
On the View menu, click Toolbars and then Actions, Edit, or View. In the expanded lists,
click icons to show or hide them. Icons set to appear on the Activities toolbar are
highlighted.
Right-click the section of the toolbar where you wish to show or hide icons. In the
expanded lists, click icons to show or hide them. Icons set to appear on the Activities
toolbar are highlighted.
In this topic, you will show and hide icons on the Activities toolbar.

Customizing the Activities Page Toolbar

Step Action

1. Begin by navigating to the Activities page in the Projects section.

On the Projects Navigation bar, click Activities.

2. Use the Activities page to manage activities and their associated details, including
WBS elements, steps, issues, notebooks, resource assignments, risks, and other
details.
3. On the View menu, click Toolbars, Customize Toolbars.

4. In the Toolbar section, select Edit.

5. Clear the Move Up check box.

6. Clear the Move Down check box.

7. Click Save.

8. Note that the Move Up and Move Down arrow icons are no longer displayed on the
toolbar.
9. The topic is completed.
End of Procedure.
Creating a Project:
A project:

Creates product or service.

Has a finite start and end date.
Managed within confines of schedule, resources, and cost

There are five ways to create a project:

Create new - Best suited for new endeavors or for implementation of new
processes/policies.
Create from template - Save time and effort by using a standard model as the basis for a
new project.
Create from project - Save time and effort by using an existing project as the basis for a
new project.
Import - Incorporate data from other applications, such as Microsoft Project, or from
other organizations using P6.
Create via Project Initiation - An automated process that supports organizational
decision-making. (Requires additional products).

Upon completion of this lesson, you will be able to:

Create a project.
Create a project from a template.
Copy a project.
Enter a project budget.
Assign a project code.
Assign a Notebook topic.
Open a dependent project.
Open a project exclusively.
Use the Add Project dialog box to create a new project. Click Add, Add Project on
the EPS page Actions menu to display the Add Project dialog box.
When creating a project, the following information is required: Project ID, Project Name,
EPS, Responsible Manager, and Project Planned Start. Description and Must Finish By are
optional. The Project ID must be unique.
Some fields, such as the Project ID, Project Name, and Description fields, require you to
type in a value directly.
Other fields require you to click an icon first and then select a value from the list of
available items. For example, in the EPS and Responsible Managerfields, click
the Select icon and then select a value.
In this topic, you will use the Add Project dialog box to create a new project.
Creating a Project

Step Action
1. Begin by navigating to the EPS page in the Projects section.

On the Projects Navigation bar, click EPS.

2. Use the EPS page to manage the Enterprise Project Structure and view
information about projects.
3. On the Actions menu, click Close All to close all open projects.

4. On the Actions menu, click Add, Add Project.

5. In the Project ID field, type <HRSYS>.

6. In the Project Name field, type <HR System Upgrade>.
7. In the EPS field, click the Select icon.

8. Select System Upgrade North.

9. Click OK.

10. In the Responsible Manager field, click the Select icon.

11. Select VP of Development.

12. Click OK.

13. In the Project Planned Start field, click the Calendar icon.

14. Select a date, 02-Jan-18.

15. Click Create.

16. The new project, HR System Upgrade, is displayed at the top of the EPS page.
17. The topic is completed.
End of Procedure.
Creating a Project from Template:
A template is a project that is intended for use as a basis for new projects. A template enables you
to create projects with less data entry while re-using elements from best-practice projects.

To base a new project on a template or an existing project, click the Select icon in the Copy from
existing project or template field in the Add Project dialog box. Then, select the template or
project that you intend to use as the basis for a new project.

In this topic, you will create a project from a template.

Creating a Project from a Template

Step Action
1. Begin by navigating to the EPS page in the Projects section.

On the Projects Navigation bar, click EPS.

2. Use the EPS page to manage the Enterprise Project Structure and view
information about projects.
3. On the Actions menu, click Close All to close all open projects.

4. Select an EPS node under which to locate the new project, RES-N Research North.

5. On the Actions menu, click Add, Add Project.

6. In the Project ID field, type <ACCTSYS>.

7. In the Project Name field, type <Accounting System Training>.
8. In the EPS field, confirm RES-N, and then in the Responsible Manager field, click
the Select icon.

9. Select VP of Training and Support.

10. Click OK.

11. In the Project Planned Start field, click the Calendar icon.

12. Select a date, 8-Jan-18.

13. In the Copy from existing project or template field, click the Select icon.

14. On the Filter menu, click Templates.

 Step Action

15. Select a template, Training - Training.

16. Click OK.

17. Click Create.

18. The new project, Accounting System Training, is displayed at the top of
the EPS page.
19. The topic is completed.
End of Procedure.

Copying a Project:
Standard cut, copy, and paste functions can be used to create new projects from existing projects.
Select one or more projects in the EPS, and then right-click or use the Edit menu or toolbar icon to
cut or copy the projects. Next, select the EPS node (or another project within the node) where you
want to locate the new project(s) and then right-click or use the Edit menu or toolbar to
paste. You can also cut, copy, and paste multiple project templates or one EPS node into another
EPS node.

Cut/paste moves a project from one location to another without changing its name or project ID.
Copy/paste creates a new project with the same name as the original project but with a number
appended to it project ID. Before a new project is created, the Copy Project Options dialog box
displays, allowing you to select which project data to copy to the new project.

After the project is created, use the General detail window to change the project name/ID or type
a new name and project ID directly into the appropriate EPS columns.

The Copy Project service runs in the background. A Notifications tab appears in the bottom left
corner of the page when the service is complete.

In this topic, you will use copy/paste to create a new project.

Copying a Project

Step Action
1. Begin by navigating to the EPS page in the Projects section.

On the Projects Navigation bar, click EPS.

2. Use the EPS page to manage the Enterprise Project Structure and view
information about projects.
3. On the Actions menu, click Close All.
 Step Action
4. Select a project, Finance System Upgrade.

5. On the Edit menu, click Copy.

6. Select an EPS node, RES-S Research South.

7. Right-click the EPS node, and then select Paste.

8. Review or modify selections in the Copy Project Options dialog box, and then
click OK.

9. The new project is displayed in the EPS with the same name as the original project
but with a 1 appended to its Project ID.
10. Select the new project, Finance System Upgrade FUSYS-1.

11. Click the General detail window.

12. In the Project ID field, type <FIN-COPY> and press Enter on your keyboard.
13. In the Project Name field, type <Finance System Copy> and press Enter.
14. Click the Save icon.

15. The topic is completed.

End of Procedure.

Entering a Project Budget:

Use the Budget Log detail window to create, delete, or modify the budget log for a selected
project or EPS node. A budget log can specify details about a budget line item, such as why it was
required, or its approval status.

Click the Add icon to add a new line item to the budget log.

The Budget Log detail window also provides a field for the projects Original Budget. Type an
amount in the field and then press Enter.

In this topic, you will enter an Original Budget in the Budget Log detail window.
Entering a Project Budget

Step Action
1. Begin by navigating to the EPS page in the Projects section.

On the Projects Navigation bar, click EPS.

2. Use the EPS page to manage the Enterprise Project Structure and view
information about projects.
3. Select a project, HR System Upgrade HRSYS.

4. Click the Budget Log detail window.

5. In the Original Budget field, type <180000> and press Enter on your keyboard.
6. Click the Save icon.

7. Original Budget, Current Budget, and Proposed Budget fields are all updated in
the Budget Log detail window.
8. The topic is completed.
End of Procedure.

Assigning Project Code:

Use the Codes detail window on the EPS page to assign project codes and values, enabling you to
group projects into categories such as location orpriority.

Name - Lists project codes assigned to the project.

Value - Displays the selected value of the project code. A single project code, for
example, Division, can have numerous values, such
asMarketing, Engineering, Development, etc.
Description - Displays the project code description.

In this topic, you will assign project code values to a project.

Assigning Project Codes

Step Action
1. Begin by navigating to the EPS page in the Projects section.

On the Projects Navigation bar, click EPS.

2. Use the EPS page to manage the Enterprise Project Structure and view
information about projects.
 Step Action
3. Select a project, HR System Upgrade HRSYS.

4. Click the Codes detail window.

5. Click the Assign icon.

6. Select IT System Upgrade.

7. Click Assign.

8. Click Close.

9. Click the Save icon.

10. The topic is completed.

End of Procedure.

Assigning a Project Notebook Topic:

Use the Notebook detail window on the EPS page to view or modify project notes concerning the
projects purpose, core requirements, or other project-specific details. Notebook topics are created
by the application administrator.

In this topic, you will add a Notebook topic and type a description.

Assigning a Project Notebook Topic

Step Action
1. Begin by navigating to the EPS page in the Projects section.

On the Projects Navigation bar, click EPS.

2. Use the EPS page to manage the Enterprise Project Structure and view
information about projects.
3. Select a project, HR System Upgrade HRSYS.

4. Click the Notebooks detail window.

5. Click the Assign icon.

Step Action

6. In the Search field, type <tools>.

7. Confirm that Tools/Techniques is selected, and then click Assign.

8. Click Close.

9. Double-click in the Description field, and then click the ellipsis.

10. In the Editing Tools / Techniques dialog box, type <P6 is to be used for the
management of this project.>
11. Click OK.

12. Click the Save icon.

13. The topic is completed.

End of Procedure.