Primavera P6 EPPM Portlets Index

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Primavera P6 EPPM Portlets Index. This 25-page document will give you a screen shot of each portlet, explain how to populate it with the correct data and configure its options in the customization …

Primavera P6 EPPM Portlets Index. This 25-page document will give you a screen shot of each portlet, explain how to populate it with the correct data and configure its options in the customization page.

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  • 1. Ten Six Consulting PresentsPrimavera P6 Portlet Index A Reference Guide to the P6 Dashboard Portlets
  • 2. Primavera P6 Portlet IndexContents 1.1 Available Portlets .......................................................................................................................... 3 1.1.1 Schedule Performance Portlet .............................................................................................. 3 1.1.2 Earned Value Performance Portlet ....................................................................................... 3 1.1.3 Index Performance Portlet .................................................................................................... 4 1.1.4 Project Statistics Portlet ........................................................................................................ 4 1.1.5 Project Health Portlet ........................................................................................................... 5 1.1.6 Project Notebooks Portlet .................................................................................................... 6 1.1.7 Project Gantt Chart Portlet ................................................................................................... 6 1.1.8 Resource Team Summary Portlet ......................................................................................... 7 1.1.9 Open Requests for Resources Portlet ................................................................................... 8 1.1.10 Resource Analysis Chart Portlet .......................................................................................... 10 1.1.11 My Projects Portlet ............................................................................................................. 11 1.1.12 My Activities Portlet............................................................................................................ 12 1.1.13 My Risks Portlet .................................................................................................................. 14 1.1.14 My Issues Portlet................................................................................................................. 16 1.1.15 Communication Center Portlet ........................................................................................... 19 1.1.16 My calendar ........................................................................................................................ 21 1.1.17 Portfolio Views Portlets ...................................................................................................... 23 2 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 3. Primavera P6 Portlet Index1.1 Available Portlets1.1.1 Schedule Performance PortletThis portlet provides a shorthand project level view that shows symbols for To Date and Forecast atCompletion summary metrics indicating a project’s status based upon threshold values.1.1.1.1 Customization Settings for the Schedule Performance Portlet1.1.2 Earned Value Performance PortletThis portlet provides a shorthand project level view that shows symbols for To Date and Forecast atCompletion summary metrics for Schedule and Labor Units indicating the earned value status of theprojects. 3 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 4. Primavera P6 Portlet Index1.1.2.1 Customization Settings for the Earned Value Performance Portlet1.1.3 Index Performance PortletThis portlet provides a project level summary view of the Schedule Performance Index (SPI), CostPerformance Index (CPI) and To Complete Performance Index (TCPI).1.1.3.1 Customization Settings for the Index Performance Portlet1.1.4 Project Statistics PortletThis portlet provides a customizable set of data columns that can be used to show project level data ofyour choosing in the table area. 4 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 5. Primavera P6 Portlet Index1.1.4.1 Customization Settings for the Project Statistics Portlet1.1.5 Project Health PortletThis portlet provides a pre-compiled narrative of the project’s health based upon various indicators inthe project’s current progress to date, actual units and other factors.1.1.5.1 Customization Settings for the Project Health PortletSelect only, no sub-options for Project Health portlet. 5 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 6. Primavera P6 Portlet Index1.1.6 Project Notebooks PortletThis portlet offers Notebook Topics grouped by project. Click on the twisty buttons to see the expandedtext within the Notebook topic.1.1.6.1 Customization Settings for the Project Notebook PortletSelect only, no sub-options for Project Notebook portlet.1.1.7 Project Gantt Chart PortletThis portlet provides a view of the portfolio projects in the form of a simple Gantt chart. It includes atool bar allowing you to open a selected project, filter the project list, modify the columns displayed,modify the time scale and print.Projects can be expanded using the + button in the ID column to reveal project milestones. 6 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 7. Primavera P6 Portlet Index1.1.7.1 Customization Settings for the Project Gantt Chart PortletSelect only, no sub-options for Project Gantt Chart portlet.1.1.8 Resource Team Summary PortletThis portlet provides a list of the people in the selected resource team. It also lists their role and thenumber of projects to which they are assigned. You can click on the resource’s name to switch to aUsage view and see a histogram or spreadsheet of utilization.1.1.8.1 Customization Settings for the Resource Team Summary PortletSelect only, no sub-options for Resource Team Summary portlet.The resources being displayed in this portlet are controlled by the selected Resource Team. To selectthe team you wish to view, click on the ‘Select a resource team:’ field’s select button. 7 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 8. Primavera P6 Portlet Index1.1.9 Open Requests for Resources PortletThis portlet provides a list of open requests for resources (generated by role assignments made withinprojects) that allows a functional manager to replace the request with an appropriately skilled person. 8 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 9. Primavera P6 Portlet IndexClicking on a name in the list will take you to the Resource Staffing page where a resource assignmentcan be made.1.1.9.1 Customization Settings for the Open Requests for Resources PortletSelect Open Requests for Resources to use this portlet.Display:All projects – will display open requests for all projects in the system.Projects based on dashboard filter – will use the portfolio or project selected in the dashboard’s Filterby field.Organize – Options are Role by Project, Project by Role and Role by Project by Project Codes.Role Team – select your Role Team in this field.Project Code – select a project code for further grouping using the Role by Project by Project Codesoption in the Organize field. 9 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 10. Primavera P6 Portlet Index1.1.10 Resource Analysis Chart PortletThis chart will display the allocation for the selected resource in the Resource field. Each shade in thehistogram represents the resource’s usage on a particular project.1.1.10.1 Customization Settings for the Resource Analysis Chart PortletSelect Resource Analysis Chart option.Chart Type – select from Histogram, Stacked Histogram, Area Chart and Pie Chart.Display – Units or CostsShow – Limit and/or Allocation LimitDisplay resource allocation: - set the fields with a value in weeks ahead and previous to current datadate.Color Theme – Pastel or Primary Colors 10 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 11. Primavera P6 Portlet Index1.1.11 My Projects PortletThis portlet displays a list of the projects that meet the criteria set in the customize page. Clicking onthe project’s name will open the project, close any other open projects and then switch the view over tothe Projects tab.1.1.11.1 Customization Settings for the My Projects PortletSelect the My Projects portlet.Show project where I:Have access rights – have view access or better to the projectAm assigned as a resource – the resource associated with your login has been assigned to one or moreactivities in the project.Am the Project Owner – have been selected as the project owner in the Project Owner field of the EPS’sGeneral Tab. See following figure: 11 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 12. Primavera P6 Portlet IndexAbove example: project owner has been set in the General tab’s Project Owner field.1.1.12 My Activities PortletThis portlet displays a list of activities you are assigned to in the system; grouped by project. Click thetwisty button to see the details below each project. Clicking on the Activity name link will switch you tothe Projects tab in a page called Details of <activity name>. 12 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 13. Primavera P6 Portlet Index1.1.12.1 Customization Settings for the My Activities PortletSet the number of days ahead you wish to include for activities you are scheduled to work on. This is ndays from the current data date. 13 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 14. Primavera P6 Portlet Index1.1.13 My Risks PortletThis portlet shows any risks in the project portfolio that you own or have other criteria selected forviewing it. Risks are grouped by project.Clicking on the risk name will open the Risks page of the Projects tab. 14 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 15. Primavera P6 Portlet Index1.1.13.1 Customization Settings for the My Risks PortletUse the Customize link to access the Customize Risks dialog. Select from columns for the table andinclude risks based upon the selected criteria in the Filter tab. 15 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 16. Primavera P6 Portlet Index1.1.14 My Issues PortletThis portlet displays a list of the issues available to you based upon criteria set in the Customize page.The portlet is grouped by project. Clicking on the twisty button displays the issue name in the rowsbelow.Clicking on the issue name link will open the Issues page of the Projects tab.1.1.14.1 Customization Settings for the My Issues PortletColumns – choose the columns to display in the portlet. 16 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 17. Primavera P6 Portlet Index 17 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 18. Primavera P6 Portlet IndexFilterGroup 18 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 19. Primavera P6 Portlet IndexChart1.1.15 Communication Center PortletThis portlet shows you the resources that meet the criteria in the customization settings, and allows youe-mail people by selecting them in the Name list. 19 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 20. Primavera P6 Portlet IndexSelecting the check box at the project level selects all the resources working on that project.1.1.15.1 Customization Settings for the Communication Center Portlet 20 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 21. Primavera P6 Portlet Index1.1.16 My calendarThis portlet shows you a list of activities, grouped by projects, that you are assigned to work on duringthe period selected in the calendar area.Navigate the calendar weeks and months to see what projects and activities you have been scheduled towork on.Clicking on the twisty button on the project row will open the activity list below.Clicking on the activity name link will open the Details of <Activity Name> page where you can examinethe activity dates and other details. 21 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 22. Primavera P6 Portlet Index1.1.16.1 Customization Settings for the My Calendar Portlet 22 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 23. Primavera P6 Portlet Index1.1.17 Portfolio Views PortletsPortfolio Views portlets offer a wide range of options for the contents of each portlet you add to thedashboard.There are thirty existing Portfolio views to choose from with further sub-options for customizing theportlet. This means there are literally dozens of combinations of data you can display with theseportlets. The categories for a portfolio view include Bubble Charts, Histograms, Pie Charts, Scorecards,Side-by-side Histograms and Stacked Histograms, each with a variety of sub-options.You can add or subtract portfolio views as needs demand.1.1.17.1 Customization Settings for the Portfolio Views PortletsUse the Add option to add new Portfolio View portlets to the list. Each one added is automaticallyplaced in the list and given a number. 23 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 24. Primavera P6 Portlet IndexEach Portfolio View added has a set of options to further configure the portlets content and appearance. 24 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.
  • 25. Primavera P6 Portlet Index1.1.17.2 More Examples of Portfolio View PortletsBelow: ‘Are we doing the right projects?’ bubble chart and Cost by Plan Pie Chart portlet examplesBelow: Spend by Location and Spend by Phase portlet examples.Below: Spend by Sponsor, by Location and Budgetary Scorecard portlet examples. 25 Copyright© Ten Six Consulting LLC., 2012. All rights Reserved.