Primavera Release Notes 8.1
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Primavera Release Notes 8.1

Primavera Release Notes 8.1

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    Primavera Release Notes 8.1 Primavera Release Notes 8.1 Document Transcript

    •        Release  Content  Document  Oracle  Primavera  P6  Enterprise  Project  Portfolio  Management                  Release:       8.1  Creation  Date:       3/23/11  Last  Updated:       5/10/11  Version:       5  Status:         FINAL  Prepared  by:           Primavera  GBU  Product  Strategy      
    •   Table  of  Contents    Introduction  .......................................................................................................................................  4   1.   Purpose  of  Document  ..............................................................................................  4   2.   Overview  of  Primavera  P6  Enterprise  Project  Portfolio  Management  Release  8.1  .  4  New  Features  of  P6  R8.1  .................................................................................................................  5   3.   Alternatives  for  P6  Team  Members  to  Update  Status  .............................................  5   3.1.   Overview  .....................................................................................................................................  5   3.2.   Capabilities  ..................................................................................................................................  5   3.2.1.   P6  Team  Member  for  iPhone  App  ........................................................................................  5   3.2.2.   Statusing  Tasks  via  E-­‐mail  ....................................................................................................  6   4.   User  Interface  Improvements  ..................................................................................  7   4.1.   Overview  .....................................................................................................................................  7   4.2.   Capabilities  ..................................................................................................................................  7   4.2.1.   Tabbing  of  main  navigation  ..................................................................................................  7   4.2.2.   Replacement  of  icons  with  text   ............................................................................................  7   4.2.3.   Stationary  control  buttons  ...................................................................................................  8   5.   Project  Scheduling  ...................................................................................................  8   5.1.   User  Defined  Fields  (UDF)  Bars  in  the  Activities  Gantt  chart  .......................................................  8   6.   Resource  Management  ...........................................................................................  9   6.1.   Overview  .....................................................................................................................................  9   6.2.   Capabilities  ..................................................................................................................................  9   6.2.1.   Additional  control  of  resource  assignments  in  Project,  Activities   ........................................  9   6.2.2.   Ability  to  organize  resources  when  staffing  in  Project,  Activities  ........................................  9   6.2.3.   Ability  to  organize  resources  when  staffing  in  Resources,  Assignments  ...........................  10   6.2.4.   Monitor  projects  for  resource  over  allocation  to  avoid  impacts  .......................................  11   7.   Project  Risk  Management  .....................................................................................  12   7.1.   Overview  ...................................................................................................................................  12   7.2.   Capabilities  ................................................................................................................................  12   7.2.1.   Risk  Exposure  and  Score  Calculations  ................................................................................  12   7.2.2.   Improved  Risk  Categories   ...................................................................................................  13   7.2.3.   Risk  Threshold  Enhancements  ...........................................................................................  13   7.2.4.   Risk  Identification  Fields  ....................................................................................................  13   7.2.5.   Enhancements  to  Risk  Views   ..............................................................................................  13   8.   Portfolio  Management  ..........................................................................................  14   8.1.   Ability  to  drill  down  to  view  and  edit  WBS  User  Defined  Fields  ................................................  14   9.   Web-­‐based  Reporting  ............................................................................................  14   9.1.   Overview  ...................................................................................................................................  14   9.2.   Benefits   ......................................................................................................................................  15   9.2.1.   P6  Reporting  Database  Now  Truly  Optional  for  BI  Publisher  Use  ......................................  15   9.2.2.   Oracle  Database  Technology  No  Longer  Required  for  Microsoft  SQL  Installations  ...........  16  Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     2  
    • 9.2.3.   Improved  Performance  of  P6  Reporting  Database  ETL  Process  .........................................  16   9.3.   Capabilities  ................................................................................................................................  16   9.3.1.   Near  Real-­‐Time  Reporting  ..................................................................................................  16   9.3.2.   Limit  which  Projects  are  Available  for  Reporting  ...............................................................  16   9.3.3.   Utilize  Web-­‐based  Report  Layout  Editor  ............................................................................  16   9.3.4.   Create  Reports  that  Combine  P6  Data  with  Other  Data  Sources  .......................................  17   9.4.   P6  Analytics  ...............................................................................................................................  17   9.4.1.   Unlimited  Number  of  Dynamic  Codes  ................................................................................  17   10.   Administration  .....................................................................................................  17   10.1.   Improvements  to  Scheduled  Services  .....................................................................................  17   10.2.   User  Sessions  ...........................................................................................................................  18   11.   Technologies  ........................................................................................................  18   11.1.   Overview  .................................................................................................................................  18   11.2.   Updated  Platform  Support  ......................................................................................................  18   11.3.   Offline  Mode  ...........................................................................................................................  19      Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     3  
    • Introduction  1. Purpose  of  Document   This  Release  Content  Document  (RCD)  describes  product  features  that  are  new  or   enhanced  in  release  8.1  of  Oracle  Primavera  P6  Enterprise  Project  Portfolio   Management.  This  document  describes  new  or  changed  functionality  only.  Existing   functionality  from  prior  releases  is  not  described.  This  document  is  intended  solely  to   help  you  assess  the  new  or  changed  capabilities  and  business  benefits  of  release  8.1.     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   proprietary  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.      2. Overview  of  Primavera  P6  Enterprise  Project  Portfolio  Management   Release  8.1   Release  8.1  is  the  latest  release  of  the  Oracle  Primavera  P6  solution.  This  release   includes  numerous  enhancements  and  a  streamlined  architecture  that  will  help   companies  effectively  plan,  build,  and  operate  their  business.     Oracle  Primavera  P6  R8.1  is  focused  on  the  following  key  areas:     1. Enabling  the  participation  of  individual  contributors  to  ensure  accurate  project   schedules   2. Resource  improvements  to  better  support  staffing,  assigning  and  monitoring  of   project  resources   3. Reporting  enhancements  to  ensure  up  to  date  reports  with  a  simplified  architecture   4. Risk  improvements  to  better  monitor  and  mitigate  project  risks  Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     4  
    • New  Features  of  P6  R8.1      3. Alternatives  for  P6  Team  Members  to  Update  Status     3.1. Overview   Accurate  project  status  is  critical  to  the  success  of  any  project.    Capturing  the   information  directly  from  the  people  doing  the  work  is  the  best  way  to  ensure   your  schedule  reflects  the  true  progress.    Release  8.1  offers  two  new,  easy  and   convenient  options  for  Team  Members  to  update  their  work.     3.2. Capabilities     3.2.1.      P6  Team  Member  for  iPhone  App   A  new  iPhone  app  called  P6  Team  Member  for  iPhone  marks  a  significant   milestone  in  our  commitment  to  deliver  the  benefits  of  P6  anywhere.    Team   Members  can  now  update  the  status  of  their  tasks  and  communicate  with   others  wherever  they  are  to  ensure  project  success.       The  Team  Member  app  is  optimized  to  work  on  an  iPhone,  but  also  runs  on  the   iPad.    The  app  will  be  available  for  download  from  the  Apple  app  store  pending   approvals.     3.2.1.1 Status  Work   All  assignments  the  user  is  assigned  automatically  appear  when  a  Team  Member   logs  into  the  application.    The  tasks  are  grouped  by  Project  and  each  has  a   graphical  indicator  to  represent  the  percent  complete  and  health  of  the  task.  To   update  the  status  of  the  task,  simply  drill  in  and  change  the  Time  Spent,  Time   Left  and  Start  and/or  Finish  dates.    The  changes  are  then  automatically  saved  to   update  the  P6  schedule.        Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     5  
    •     iPhone  app  automatically  displays  assigned  tasks  with  the  ability  to  update  status.       3.2.1.2 Sending  E-­‐mail  about  Tasks   From  the  details  of  a  task,  a  user  can  easily  send  an  E-­‐mail  to  facilitate  the   communication  with  other  project  members  or  your  manager.   3.2.1.3 Sending  Photos  about  Tasks   From  the  details  of  a  task,  a  user  can  easily  attach  a  task  related  photograph  from   the  iPhone  Camera  Roll  to  an  E-­‐mail  message.    You  can  select  an  existing   photograph  or  take  one  real  time  to  be  sent.       3.2.1.4 Starring  of  Tasks   A  user  can  mark  a  task  with  a  star  to  designate  it  as  an  important  or  favorite   assignment  and  track  it  in  a  separate  list  with  other  starred  tasks  for  quick  and   easy  access.   3.2.1.5 Working  with  multiple  tasks   A  quick  multi-­‐task  edit  mode  is  available  to  mark  multiple  tasks  complete  or  star   them.    Using  Edit  mode,  you  first  select  the  tasks  you  want  to  mark  and  then   designate  them  as  completed  or  starred  all  at  once.     3.2.2.Statusing  Tasks  via  E-­‐mail     E-­‐mail  is  a  predominant  form  of  communication  in  any  enterprise.    Release  8.1   leverages  the  fact  that  Team  Members  are  in  E-­‐mail  throughout  the  day  and   allows  them  to  status  their  P6  work  without  the  need  to  launch  the  P6  Web  or   iPhone  apps.          With  E-­‐mail  you  can:   • Send  an  E-­‐mail  to  request  your  list  of  tasks     • Filter  the  list  of  tasks  by  using  preset  filters  Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     6  
    • • View  your  tasks  via  HTML  or  Plain  Text  grouped  by  Project   • Update  the  Start  and  Finish  dates,  Time  Spent  and  Time  Left  on  each   task  and  send  it  back  to  update  the  P6  Project  plan   • Easily  mark  a  task  completed   • Receive  confirmation  message  for  updates       Team  member  logs  into  E-­‐mail  and  sees  assigned  tasks  with  the  ability  to  update  status        4. User  Interface  Improvements   4.1. Overview   The  application  interface  has  been  enhanced  to  simplify  navigation  and  provide  an   expanded  work  area.         4.2.  Capabilities   4.2.1.Tabbing  of  main  navigation   The  main  navigation  of  Dashboards,  Portfolios,  Resources  and  Projects  is  now  a   tabbed  interface.    This  simplifies  the  display  and  allows  you  to  clearly  know   which  section  of  the  application  you  are  working.         4.2.2.Replacement  of  icons  with  text   The  secondary  navigation  now  displays  text  to  identify  the  different  pages.    The   text  allows  for  more  screen  real  estate  and  is  easier  to  see  the  items  than  in   prior  releases  where  icons  were  used.        Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     7  
    •   New  main  and  sub  navigation  to  streamline  usability         4.2.3.Stationary  control  buttons   A  new  control  area  has  been  added  for  scrolling  pages  so  it  is  always  easy  to   select  the  Save  or  Cancel  buttons.    An  example  of  this  is  in  the  My     Preferences  page.            Control  area  to  always  display  buttons    5. Project  Scheduling     5.1. User  Defined  Fields  (UDF)  Bars  in  the  Activities  Gantt  chart   A  UDF  Bar  is  now  available  on  the  Activities  Gantt  chart.  Use  this  bar  to  view  the   current  schedule  against  selected  Activity  UDF  start  and  finish  dates.    Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     8  
    • UDF  bars  can  be  used  to  show  a  risk  adjusted  schedule  using  dates  imported  from   Oracle  Primavera  Risk  Analysis.      6. Resource  Management   6.1. Overview   There  have  been  several  improvements  to  processes  related  to  staffing  project   resources,  managing  existing  assignments  and  ensuring  resource  bottlenecks  don’t   impact  projects.     6.2. Capabilities   6.2.1.  Additional  control  of  resource  assignments  in  Project,  Activities   Project  managers  and  schedulers  can  view  and  edit  assignment  date  and   durations  within  Project,  Activities  details  tab.    Whenever  resources  need  to  be   managed  in  detail  (e.g.  when  using  Timesheets),  the  PM  now  has  full  visibility   and  control  into  all  assignment  fields.    Some  of  these  were  previously  only   accessible  from  the  Resources  section  or  Windows  Optional  Client.   • Modify  columns  using  quick  select  from  dropdown  or  new  Customize   Columns  dialog  on  Assignments  detail  tab.   • New  fields  include  planned,  actual  and  remaining  start  and  finish  dates.   • Previously  viewable,  durations  are  now  editable  too.   • For  those  using  the  Schedule  Preview  option,  assignment  changes  will  be   reflected  in  the  project  schedule.     6.2.2.  Ability  to  organize  resources  when  staffing  in  Project,  Activities   Project  managers  and  schedulers  can  quickly  find  the  right  resources  to  work  on   activities.    Previously,  a  user  would  be  presented  with  the  entire  resource   hierarchy.    The  resource  list  can  be  narrowed  down,  by  applying  one  of  several   options  to  filter  or  group.    For  example,  users  can  narrow  the  list  of  resources  to   only  those  within  a  location  by  using  Resource  Codes.      Also,  a  project  manager   can  now  view  only  those  resources  already  assigned  to  the  project.   • This  change  impacts  several  similar  dialogs  throughout  the  Project  section   including  Assignments  detail  tab,  Primary  Resource  column,  and  Risk   Owner.   • Within  the  Select  Resources  dialog,  resources  can  be  viewed  by:   o Active  Resources  –  Displays  resource  pool  and  filters  out  Inactive   o All  Resources  –  Displays  entire  resource  pool   o Assigned  Role  –  Filters  to  only  those  resources  possessing  the  role   on  the  assignment   o Opened  Projects  –  Filters  to  only  those  resources  already  associated   to  project  via  assignment  or  allocation.   o Primary  Role  –  Groups  resources  by  their  primary  role   o Resource  Code  –  For  each  Code,  resources  are  grouped  based  on   their  associated  resource  code  value   o Resource  Teams  –  Displays  all  resources  belonging  to  each  team  Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     9  
    • • The  ‘Select  Roles’  dialog  can  be  grouped  by  Role  Hierarchy  or  Role  Teams.   • When  using  type-­‐ahead,  search  will  only  include  those  resources/roles   within  the  View  applied.   Project  managers  can  narrow  the  resource  list  to  only  those  associated  to  current  project(s).               6.2.3.  Ability  to  organize  resources  when  staffing  in  Resources,  Assignments     Resource  managers  can  quickly  find  the  right  resources  to  replace  or  staff  new   assignments.    Previously,  a  user  would  be  presented  with  the  entire  resource   hierarchy.    In  R8.1  the  resource  list  can  be  narrowed  down,  by  applying  one  of   several  options  to  filter  or  group.    For  example,  a  user  can  narrow  the  list  of   resources  to  only  those  who  are  able  to  play  a  particular  role.      Also,  a  user   might  only  search  within  a  certain  resource  team.   • This  change  impacts  several  similar  dialogs  throughout  the  Resources  and   other  sections,  as  noted  above  for  Project,  Activities.   • Assign  Resource  enables  users  to  select  a  resource  for  multiple  rows   regardless  of  the  existing  role  on  those  assignments.    The  Assign  Resource   by  Role  also  allows  for  multiple  assignments;  however  this  method  assigns   resources  only  to  the  assignments  having  roles  they  already  possess.   o Both  allow  the  Select  Resource  dialog  to  remain  displayed  for  fast   assignments  of  multiple  rows  at  once.   o Both  can  be  used  to  replace  resources  or  fill  unstaffed  assignments.   • The  Select  Roles  dialog  can  be  grouped  by  Role  Hierarchy  or  Role  Teams.     • When  using  type-­‐ahead,  search  will  only  include  those  resources/roles   within  the  View  applied.  Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     10  
    •   Resource  managers  can  staff  multiple  assignments  at  once  while  filtering  candidate  resources  by  role.               6.2.4.  Monitor  projects  for  resource  over  allocation  to  avoid  impacts   While  resource  managers  (RMs)  may  be  concerned  with  balancing  each   resource’s  workload  and  smoothing  their  utilization,  the  PM’s  first  responsibility   is  typically  the  successful  outcome  of  the  project.    An  ‘under  allocated’  resource   can  represent  wasted  time  and  someone  should  manage  that.    However,  the   focus  here  is  for  ‘over  allocation’  since  an  overloaded  resource  can  lead  to   delays,  cost  overruns  and  quality  compromises.    Late  assignments  cause   activities  to  slip,  which  can  have  a  cascading  effect  on  the  entire  project   schedule.    It‘s  critical  that  PM’s  identify  such  situations  early  so  that  they  can   take  corrective  action.     The  new  Check  Resource  Over-­‐allocation  feature  easily  identifies  troubled   resources  and  highlights  their  conflicting  assignments.    At  any  stage  in  the   project  lifecycle,  a  PM  can  assess  the  resource  situation  without  having  to  page   through  a  series  of  reports  or  analysis  views.    A  new  Notifications  engine  will   alert  the  PM  if  any  over  allocated  resources  exist  and  present  only  the  pertinent   information  about  the  problem.    With  the  overages  pinpointed,  the  PM  can  take   action  by  shuffling  resources  and  their  assignments  to  alleviate  the  bottlenecks.    Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     11  
    •     Project  managers  see  the  notification  for  overallocated  resources  and  drill  in  to  view  and  fix  the  problem.    7. Project  Risk  Management     7.1. Overview     There  have  been  several  improvements  to  the  risk  management  functionality  in  P6   EPPM  R8.1.    These  include  the  addition  of  risk  exposure  values,  risk  identification  fields   and  improved  thresholds.    Additionally,  risk  categories  may  be  arranged  hierarchically.         7.2. Capabilities   7.2.1.  Risk  Exposure  and  Score  Calculations   When  managing  project  risks,  users  can  now  see  the  monetary  impact  each  risk   has  on  your  project.    In  addition,  one  can  track  a  time  dimension  for  risks  using   the  start  and  finish  risk  exposure  dates.       Risk  exposure  fields  are  available  for  individual  risks,  risk  response  plans,  and  for   the  risk  exposure  of  the  entire  project.  Risk  exposure  is  calculated  from  the   values  selected  for  the  probability  and  cost  impact  of  each  risk.    Users  can  view   the  Project  Risk  Exposure  value,  the  total  exposure  for  all  risks  identified  in  the   project,  in  the  EPS  view.       Additionally,  the  Project  Risk  Exposure  and  Project  Risk  Score  values  are  Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     12  
    • available  for  analyzing  data  in  the  Portfolios  section  or  on  related  dashboards.   These  fields  are  also  available  for  viewing  on  the  EPS  page.     7.2.2.    Improved  Risk  Categories   You  can  now  organize  risk  categories  in  a  hierarchy,  creating  a  risk  breakdown   structure  to  identify  and  organize  project  risks  consistently  throughout  your   organization.           7.2.3.  Risk  Threshold  Enhancements   Two  new  risk  thresholds  are  now  available:  Cost  impact  by  percentage  and   Schedule  impact  by  percentage.  The  cost  and  schedule  impact  thresholds   available  in  R8  are  renamed  Cost  impact  by  value  and  Schedule  impact  by  value.       Using  the  by  percentage  impact  thresholds  enables  you  to  create  one  matrix   that  can  be  used  across  multiple  projects  where  the  absolute  cost  and  schedule   impacts  vary.  The  cost  impact  threshold  is  defined  as  a  percentage  of  the   projects  planned  cost.  The  schedule  impact  threshold  is  defined  as  a  percentage   of  time  in  the  planned  project.   7.2.4.Risk  Identification  Fields   Identified  By  and  Identified  Date  fields  have  been  added  to  risks  to  help  track   when  a  risk  was  identified  and  by  whom.  Knowing  who  identified  a  risk  enables   you  to  consult  with  the  source,  if  need  be.  The  identified  date  is  helpful  in  a   variety  of  ways,  including  tracking  the  time  between  when  the  risk  was   identified  and  when  it  started  being  tracked.   7.2.5.Enhancements  to  Risk  Views   The  risk  register  on  the  Risk  page  has  been  enhanced  to  allow  users  to:     • Group  by  all  available  fields,  except  Exposure.     • Cut  a  risk  and  paste  it  to  another  project  in  the  risk  register.     • Easily  identify  which  risks  have  active  response  plans.     • View  additional  activity-­‐related  fields  on  the  Activities  detail  tab.     The  Risks  detail  window  on  the  Activities  Page  is  enhanced  to  allow  users  to:   • View  the  new  fields  for  Risk  Exposure:  Exposure,  Exposure  Start,  and   Exposure  Finish.     • Edit  the  new  identify  fields:  Identified  By  and  Identified  Date.     • Easily  identify  which  risks  have  active  response  plans.    Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     13  
    • 8. Portfolio  Management   8.1. Ability  to  drill  down  to  view  and  edit  WBS  User  Defined  Fields   When  reviewing  portfolios,  users  want  to  be  able  to  drill  into  the  details  of  project.     Scorecards  enable  the  project  to  be  expanded  to  reveal  the  WBS  hierarchy  and   associated  data  for  each  WBS.      R8.1  introduces  the  ability  to  display  columns  for  WBS   User  Defined  Fields  (UDFs)  on  Scorecards,  which  are  available  in  both  Dashboards  and   the  Portfolio  Analysis  page.    Scorecards  allow  users  to  view  UDFs  for  multiple  WBS  levels   at  a  single  glance.    Those  users  with  security  privileges  can  edit  WBS  UDFs  in  the   columns.    This  data  is  also  included  when  exporting  to  an  Excel  spreadsheet.     Many  customers  store  information  from  other  systems  in  Primavera’s  WBS  UDFs.     Common  examples  are  budgets  and  actual  costs  that  originate  in  a  financial  system  such   as  one  of  Oracle’s  ERP  applications  or  SAP.    Another  example  includes  the  identification   of  cost  account  managers  to  the  WBS  and  other  earned  value  data  from  external   systems.       Drill  down  to  view  and  edit  project  WBS  UDFs  from  dashboards  or  Portfolio  Analysis.      9. Web-­‐based  Reporting   9.1. Overview     In  P6  EPPM  R8.0,  the  Oracle  Business  Intelligence  (BI)  Publisher  web-­‐based   reporting  solution  was  dependent  on  the  Operational  Data  Store  (ODS)  and  its   associated  Extract,  Transform  and  Load  (ETL)  process  for  access  to  P6  project   management  data.         In  P6  EPPM  R8.1,  the  P6  Database  (PMDB)  is  now  the  default  data  source  for  BI   Publisher  reports,  removing  the  need  for  a  separate  ODS  database  and  ETL   process:   • The  P6  Database  schema  has  been  expanded  to  include  new  tables  and   views  to  replicate  the  same  de-­‐normalized  and  persistent  data  model  as  Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     14  
    • is  currently  available  in  the  ODS.    Hence,  any  reports  created  against  the   ODS  can  now  be  executed  directly  against  the  R8.1  PMDB.   • Population  of  these  new  PMDB  tables  and  views  is  now  done  in-­‐place,   via  a  trickle  or  demand  ETL  process.    New  project  and  enterprise  data-­‐ publishing  services  are  introduced  which  run  in  the  background  to   ensure  that  as  changes  are  committed  to  the  core  P6  data  tables,  the   impact  of  these  changes  are  reflected  in  the  extended  P6  tables  and   views.   • A  number  of  administrative  settings  are  introduced  to  control  the   frequency  and  throughput  of  the  new  project  and  enterprise  data-­‐ publishing  services,  allowing  the  system  to  be  fine  tuned  to  meet  the   needs  of  the  particular  installation.       Powerful  reporting  with  new  extended  tables  and  views     P6  EPPM  R8.1  also  introduces  support  for  BI  Publisher  release  11g,  which   includes  a  number  of  enhancements  to  improve  report  creation,  content  and   delivery.     9.2. Benefits   9.2.1.P6  Reporting  Database  Now  Truly  Optional  for  BI  Publisher  Use   Customers  no  longer  have  to  install  and  configure  the  ODS  and  associated  ETL   process  of  the  P6  Reporting  Database  for  default  web-­‐based,  BI  Publisher   reporting  from  P6.    The  P6  Reporting  Database  now  becomes  a  truly  optional,   ad-­‐on  component  to  P6,  supporting  P6  Analytics,  third  party  reporting  tools,  off-­‐ line  analysis,  and  consolidation  of  P6  data  into  larger,  corporate  data   warehouses.  Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     15  
    •   9.2.2.Oracle  Database  Technology  No  Longer  Required  for  Microsoft  SQL  Installations   In  P6  EPPM  R8.0,  customers  were  required  to  run  BI  Publisher  reports  against   the  ODS,  which  was  supported  on  Oracle  database  technology  only.    MS  SQL   Server  customers  needed  to  license  an  Oracle  database  and  implement  a   gateway  to  transfer  data  from  the  P6  PMDB  on  MS  SQL  Server  to  the  ODS   stored  on  an  Oracle  database.     With  P6  EPPM  R8.1,  customers  now  leverage  the  P6  PDMB  directly  for  all  their   BI  Publisher  enterprise  reporting.    This  allows  MS  SQL  Server  customers  to  run   reports  directly  against  the  PMDB.    An  Oracle  database  is  no  longer  required.     9.2.3.Improved  Performance  of  P6  Reporting  Database  ETL  Process   In  previous  releases  of  the  P6  Reporting  Database,  the  bulk  of  the  time  spent   during  the  ETL  process  was  doing  the  data  transformation.    Now  that  this  data   transformation  is  done  in-­‐place,  via  a  trickle  or  demand  “ETL”  process  within  P6,   the  ETL  to  the  P6  Reporting  Database  ODS  is  now  simply  just  an  export  of  the   current  contents  of  the  extended  tables  and  views  in  PMDB  to  the  ODS.    The   time  required  to  complete  this  process  is  expected  to  be  significantly  less  than   in  previous  releases.       9.3. Capabilities   9.3.1.Near  Real-­‐Time  Reporting   You  no  longer  have  to  wait  until  the  ETL  process  has  run  to  incorporate  recent   P6  data  changes  into  the  ODS  such  that  they  will  be  reflected  in  BI  Publisher   reports.    BI  Publisher  reports  now  by  default  utilize  an  extended  PMDB  as  the   data  source.    As  changes  are  made,  the  corresponding  reporting  data  source   tables  and  views  within  PMDB  will  be  automatically  updated  to  reflect  the   changes,  allowing  for  near  real-­‐time  access  to  changed  data  in  reports.     9.3.2.Limit  which  Projects  are  Available  for  Reporting   It  is  often  the  case  that  certain  projects  should  not  be  included  in  reports.  For   example,  they  could  be  ‘what-­‐if’  type  projects  not  ready  to  be  published  or  long   since  completed  projects  which  you  don’t  want  showing  up  in  your  list  of   current  projects.    Individual  projects  can  now  be  excluded  from  the  data-­‐ publication  services  such  that  they  are  not  visible  to  P6  EPPM  BI  Publisher   reporting  and  are  not  included  in  the  ETL  to  the  P6  Reporting  Database.     9.3.3.Utilize  Web-­‐based  Report  Layout  Editor   BI  Publisher  11g  includes  a  web-­‐based,  WYSIWYG  report  authoring  tool  that  can   be  used  to  easily  create  high  fidelity,  pixel  perfect  reports  right  from  within  BI   Publisher.    Customers  can  continue  to  us  the  MS  Word  or  Adobe  Acrobat  report   editor  plug-­‐ins.    Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     16  
    • 9.3.4.Create  Reports  that  Combine  P6  Data  with  Other  Data  Sources   BI  Publisher  11g  allows  for  reports  to  be  created  which  combine  data  from  more   than  one  data  source.    Create  a  single  report  or  form  to  combine  data  from  P6   with  a  number  of  additional  data  source  providers  including  SQL,  MDX,  XML,   Web  Services,  and  even  MS  Excel.     9.4. P6  Analytics   P6  Analytics  is  an  add-­‐on,  packaged  application  for  gathering,  storing,  analyzing,   sharing  and  providing  access  to  project  data  to  help  enterprises  make  better   business  decisions.    It  is  a  combination  of  the  P6  Reporting  Database  and  Oracle   Business  Intelligence.       9.4.1.Unlimited  Number  of  Dynamic  Codes   The  P6  EPPM  R8.1  compatible  release  of  P6  Analytics  (R1.2)  now  allows  for  an   unlimited  number  of  Activity,  Resource  and  Project  Codes  to  be  configured  for   inclusion  in  the  Oracle  Business  Intelligence  (OBI)  Answers  and  Dashboards   applications.     *  For  additional  details  please  refer  the  white  paper  on  P6  Publication  Services.    10.Administration   10.1. Improvements  to  Scheduled  Services   Scheduled  Services  are  important  for  administrators  who  want  to  manage   background  jobs  for  various  functions  of  the  application.    R8.1  improves  the   administrator’s  ability  to  track  and  control  scheduled  services.       • Schedules  Services  dialog  renamed  to  Project  Scheduled  Services   • Rolling  Data  Date  –  When  scheduling  services,  administrators  can   choose  to  have  the  Data  Date  (DD)  advance  automatically  based  on   current  DD  plus  n  days  or  based  on  the  scheduled  services  run  time.     This  applies  to  Apply  Actuals,  Scheduling,  and  Leveling  services.    Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     17  
    • Data  Date  can  automatically  advance  for  scheduled  jobs.     • Global  Scheduled  Services  dialog  available  under  Administer  menu       View  and  schedule  global  jobs  including  Enterprise  Data,  Enterprise  Summary  Data,  Resource   Management  Data,  and  Security  Data.   • Standardized  log  files  for  all  services  including  language  translation   capability.   • New  log  file  for  Recalculate  Assignment  Costs  service   • New  log  file  for  Store  Period  Performance  service   • Added  project  fields  for  Last  Scheduled  and  Last  Leveled.    These  are   available  within  EPS  view  and  Scorecards.     10.2. User  Sessions   A  User  Sessions  page  has  been  added  under  the  Administration  Menu.    This   page  allows  you  to  reset  sessions  for  users  who  have  been  locked  out.    A  user   may  be  locked  out  and  unable  to  login  to  P6  if  they  have  attempted  to  login  to  a   session  that  is  already  running  or  if  they  have  repeatedly  entered  login   information  incorrectly.        11.Technologies   11.1.  Overview   With  every  release  of  P6,  new  technologies  are  adopted  to  provide  new   capabilities,  reduce  implementation  effort,  and  lower  cost  of  ownership.     11.2.  Updated  Platform  Support   In  R8.1,  the  following  new  platforms  are  now  supported:     • Google  Chrome  Browser   • Java  JRE  1.6.0_24  Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     18  
    • • BI  Publisher  11g   • Universal  Content  Management  (UCM)  11g   • Oracle  Enterprise  Manager  11g   • HP-­‐UX  Itanium   • Brazilian  Portuguese  language  support       *  For  additional  details  please  refer  the  8.1  version  of  Tested  Configurations  document.     11.3. Offline  Mode   P6  Professional  R8.1  is  now  available  for  users  who  need  to  work  on  their   projects  in  an  offline  mode.    P6  Professional  can  be  installed  as  a  stand-­‐alone   product  on  an  individual’s  machine  side-­‐by-­‐side  with  the  P6  Optional   Client.    Projects  may  be  imported  into  the  local  version  of  P6  Professional  and   worked  on  in  a  non-­‐connected  environment.    When  changes  are  complete  and   connectivity  is  available,  the  project  can  then  be  imported  back  into  the  EPPM   database.        Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     19  
    •     Oracle  Corporation   World  Headquarters   500  Oracle  Parkway   Redwood  Shores,  CA  94065   USA   Worldwide  Inquiries:   650.506.7000   Fax:  650.506.7200   http://www.oracle.com   Oracle  Corporation  (Nasdaq:  ORCL)  is  the  world’s  leading  supplier  of  software   for  information  management,  and  the  world’s  second  largest  independent   software  company.  With  annual  revenues  of  more  than  $10.1  billion,  the   company  offers  its  database,  tools  and  application  products,  along  with  related   consulting,  education,  and  support  services,  in  more  than  145  countries  around   the  world.    Features  and  screen  shots  shown  may  not  correspond  exactly  to  the   released  product.  Oracle  is  a  registered  trademark  of  Oracle  Corporation.   All  other  company  and  product  names  mentioned  are  used  for  identification   purposes  only  and  may  be  trademarks  of  their  respective  owners.     Copyright  ©  2011  Oracle  Corporation.  All  Rights  Reserved              Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     20