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Team Member Applications 8.2

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ORACLE | WWW.P6ACADEMY.COM

Team Member Applications 8.2
Beth Hayes and Saryn Perrone
Technical Support Engineers

Published in: Business
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Team Member Applications 8.2

  1. 1. 1© 2009 Oracle Corporation – Proprietary and Confidential
  2. 2. 2 Team Member Applications 8.2 Day, Date, 2004 time p.m. ET Teleconference Access: North America: xxxx International: xxxx Password: Advisor Upcoming live webcasts : August 23, 2012: PPM Major Functionality Overview (Using PPM 9.0 SP1) © 2012 Oracle Corporation – Proprietary and Confidential Teleconference Access: US & Canada: 877-241-8477 Toll Number: 706-634-2395 International Toll-Free: See DOC#1148600.1 Password: advisormp Current Advisor Webcast Schedule – DOC#740966.1 Archived Advisor Webcasts DOC#740964.1
  3. 3. 3© 2012 Oracle Corporation – Proprietary and Confidential The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Safe Harbor Statement
  4. 4. <Insert Picture Here> Team Member Applications 8.2 Beth Hayes and Saryn Perrone Technical Support Engineers
  5. 5. 5 Agenda • Overview • P6 Team Member Web Application • P6 Team Member Mobile App • Email Statusing • 8.2 Updates • Related Knowledge • Q & A © 2012 Oracle Corporation – Proprietary and Confidential
  6. 6. 6 P6 Team Member Overview • P6 Team Web is a web application that enables team members to report status quickly and efficiently. Team members can view and update all work and communicate with other team members. © 2012 Oracle Corporation – Proprietary and Confidential
  7. 7. 7 P6 Team Member • P6 Team Member Web is a status reporting application, which enables you to communicate status on your work quickly and efficiently. • From P6 Team Member Web, you can: • View assigned tasks • Update tasks • Communicate with Project Manager and Team Member © 2012 Oracle Corporation – Proprietary and Confidential
  8. 8. 8 P6 Team Member Cont’d • A Team Member is a P6 user and must have module access assigned. • User Preference Settings • Unique e-mail address • Security • Active Labor resource display • Activity Owner display © 2012 Oracle Corporation – Proprietary and Confidential
  9. 9. 9 Team Member View • P6 is the application used by the project manager to manage the projects being worked on. The team member responsibilities on a project are broken down into tasks. © 2012 Oracle Corporation – Proprietary and Confidential
  10. 10. 10 Team Member View • The application automatically displays all active tasks assigned to you by your project manager. The tasks are ordered by the earliest Finish By date. • Activity Display • Filtering © 2012 Oracle Corporation – Proprietary and Confidential
  11. 11. 11 Team Member View Cont’d • Start button • Progress indicator • Milestone • Progress Panel © 2012 Oracle Corporation – Proprietary and Confidential
  12. 12. 12 Team Member View Cont’d • E-mail • Star Task • Complete Task • Save or Cancel control panel © 2012 Oracle Corporation – Proprietary and Confidential
  13. 13. 13 Team Member View Cont’d • Locked Projects - Indicates the project is locked and your tasks are currently unavailable for status updates. © 2012 Oracle Corporation – Proprietary and Confidential
  14. 14. 14 Team Member View Cont’d Steps Panel • % Complete • Step Complete © 2012 Oracle Corporation – Proprietary and Confidential
  15. 15. 15 Working with Related Tasks Related Tasks panel • Predecessors • Successors © 2012 Oracle Corporation – Proprietary and Confidential
  16. 16. 16 Team Member View Cont’d Email • Email the owner of a predecessor or successor task © 2012 Oracle Corporation – Proprietary and Confidential
  17. 17. 17 Project Managers • The project manager uses P6 to create and update the project schedule and task list. © 2012 Oracle Corporation – Proprietary and Confidential
  18. 18. 18 Project Preference Settings • Status Reviews section • Edit Fields section • View Fields section © 2012 Oracle Corporation – Proprietary and Confidential
  19. 19. 19 Do Team Member Updates Require Approval? • Auto approve by default • Status Reviewer © 2012 Oracle Corporation – Proprietary and Confidential
  20. 20. 20 Team Member Status Approval Process Status Approval Process • View • Update • Approve © 2012 Oracle Corporation – Proprietary and Confidential
  21. 21. 21 Team Member Status Approval Process Cont’d Review Changes • Hold • Remove Hold • Override • Accept or Accept and Close © 2012 Oracle Corporation – Proprietary and Confidential
  22. 22. 22 Project Preference Settings: Edit and View Fields Team Member Fields • Edit Fields • View Fields © 2012 Oracle Corporation – Proprietary and Confidential
  23. 23. 23 Project Activities View • Activities set for review • Launch Review Status Updates • View History © 2012 Oracle Corporation – Proprietary and Confidential
  24. 24. 24 Communicate with a Team Member • A Reviewer can send email directly to the user who made an update from the Review Status Updates view. • To field is automatically populated with email address of user who updated the task. • Subject of email contains the activity ID and activity name. • Body of email contains the following activity data: • Project ID • Project name • WBS name • Date update was submitted by the Team Member. • Any pending values that were updated by the Team Member. © 2012 Oracle Corporation – Proprietary and Confidential
  25. 25. 25 Overview • The P6 Team Member Mobile Application for iPhone offers the following advantages: • Quick, convenient, and easy mobile access. • Focus only on tasks that matter the most. • You are not required to install, log into a browser, or learn any of the core P6 EPPM applications. • You can send e-mail or share photos about a task. © 2012 Oracle Corporation – Proprietary and Confidential
  26. 26. 26 Supported Devices • Application will run on devices running: • iOS 4.1 or higher (4.1 and 5.1). Includes: iPhone 3GS & 4, iPod Touch 2nd generation and higher, or iPad. • Not optimized for iPads (meaning if run in expanded mode, will be pixilated). © 2012 Oracle Corporation – Proprietary and Confidential
  27. 27. 27 Concepts • Tasks: These are the individual work items that a contributor is expected to complete. • Project Filtering: The application only loads tasks from active projects. • Task Status: Tasks have the same status values as activities in P6 - not started, in progress, and completed. • Finish field: The finish field in the app will be the planned finish when task is not started and the remaining early finish when task is in progress and the actual finish when the task is completed. • Marking Task Finished: Tasks marked Finished, with the Finished button from either the Edit Task List view or from the Individual Edit Task view will set an actual finish on the task. © 2012 Oracle Corporation – Proprietary and Confidential
  28. 28. 28 Setup • Install app from the Apple iTunes store. Search for Oracle P6 Team Member • Non-SSO and SSO authentication modes are supported. • Internet connection to connect to P6 to download and update tasks on the device. • Must be a P6 user and have at least one module access assigned. • OBS access is not needed © 2012 Oracle Corporation – Proprietary and Confidential
  29. 29. 29 Logging in with SSO / Non SS0 (Single Sign On) © 2012 Oracle Corporation – Proprietary and Confidential Non SS0: SSO:
  30. 30. 30 Home Screen From this screen users will see a high level view of the number of tasks per status © 2012 Oracle Corporation – Proprietary and Confidential
  31. 31. 31 Task List © 2012 Oracle Corporation – Proprietary and Confidential Task List
  32. 32. 32© 2012 Oracle Corporation – Proprietary and Confidential Individual Tasks
  33. 33. 33 Editing Dates, Duration and Percent © 2012 Oracle Corporation – Proprietary and Confidential Here you can select the date you started this task
  34. 34. 34 Editing Duration Here you can select the Time Left or RD for the task. © 2012 Oracle Corporation – Proprietary and Confidential
  35. 35. 35 Edit Percent Here you can select the % complete for the task. © 2012 Oracle Corporation – Proprietary and Confidential
  36. 36. 36 Settings © 2012 Oracle Corporation – Proprietary and Confidential
  37. 37. 37 Settings Cont’d • Settings for P6 Team Member can be found from the main Settings icon for the device. • Select the P6 Team Member icon from the Settings list. • New Settings table that only TM apps look to. • Does not look to the P6 application’s user preferences. © 2012 Oracle Corporation – Proprietary and Confidential
  38. 38. 38 Compatibility • A team member user that is currently using the Mobile app v8.1 can upgrade to Mobile app v8.2 even if the company’s deployment of Team Member Web Services is still v8.1. • A team member user that is currently using the Mobile app v8.1 will not be able to login if the company’s deployment of Team Member Web Services has been upgraded to v8.2. • Starred Tasks - Prior to 8.2 release, star functionality was only available in the mobile app and was saved locally to the mobile device. In v8.2, we are saving the starred state to the P6 database so that users of mobile and tm web app can see the same tasks starred. © 2012 Oracle Corporation – Proprietary and Confidential
  39. 39. 39 Overview E-Mail Statusing Updates • This functionality allows the user to request a list of their Tasks directly from P6, via e-mail, using the P6 Team Member E-mail Statusing Service. This offers all the advantages of the P6 Team Member Mobile App with the benefit of not being device-specific. • The process involves four basic steps: • The user requests a list of Tasks (i.e Resource Assignments) • The system retrieves the list of Tasks and E-mails the list to the user • The user E-mails back the changes to be made • The system updates the Tasks and sends a confirmation E- mail © 2012 Oracle Corporation – Proprietary and Confidential
  40. 40. 40 The Process: Step 1: The user requests a list of Tasks (i.e Resource Assignments). • User sends e-mail to designated address and formats the subject line as <Status> <Time Period> <Project>. • Status and Time Period are usually combined for example “Active in the next 10 days”. • Specifying the Project is optional, only one project at a time can be requested by either the Project ID or Project Name. • If the subject line format is not correct and the body of the e-mail is blank, a return e-mail will be sent with instructions for how to use the update by e-mail functionality. © 2012 Oracle Corporation – Proprietary and Confidential
  41. 41. 41© 2012 Oracle Corporation – Proprietary and Confidential Step 1: Request Activity List
  42. 42. 42 The system retrieves the list of Tasks and E-mails the list to the user. © 2012 Oracle Corporation – Proprietary and Confidential Step 2: System Retrieves List
  43. 43. 43 Step 3: The user E-mails back the changes to be made • There are two ways to do this: • Reply to the E-mail and edit the data in-line. Or click the “Update this task” link for a task you wish to update. • Either of these options will generate a new E-mail. © 2012 Oracle Corporation – Proprietary and Confidential
  44. 44. 44 Step 4: The system updates the Tasks and sends a confirmation E-mail © 2012 Oracle Corporation – Proprietary and Confidential
  45. 45. 45© 2012 Oracle Corporation – Proprietary and Confidential Email Help
  46. 46. 46 Updates in 8.2 • Users can be assigned to activities as Activity Owners. • E-mail failure folder. • New fields are available via a new menu option at Project Preferences, Team Member Applications. © 2012 Oracle Corporation – Proprietary and Confidential
  47. 47. 47 Related Knowledge • Team Member Module Access Appears Greyed Out And Unavailable For Assignment To P6 Users (Doc ID 1462913.1) • How do I download and install the P6 Team Member Mobile App? (Doc ID 1341167.1) © 2012 Oracle Corporation – Proprietary and Confidential
  48. 48. 48© 2012 Oracle Corporation – Proprietary and Confidential
  49. 49. 49© 2012 Oracle Corporation – Proprietary and Confidential THANK YOU

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