Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com
Presentation will cover experience with early limitations and later improvements in implementation of Team Member. Focus of the presentation will be on ways that we used Team Member in contract and procurement management processes as well as on good and bad sides of Team Member. We will present modifications we've implemented to extend Team Member functionalities and to improve our Contract Management process. We’ll present where we are today with Team Member, difficulties we’ve encountered with different versions of Team Member and future plans with Team Member 8.4. We’ll go through key advantages of using Team Member as a simple tool to gather information about project progress and as collaborate tool on a project.
Configuring Primavera Team Member for Project Updatesp6academy
Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com
This session will demonstrate features and functions within Team Member that enable an organization to distribute Primavera activities to end-users and gather real-time progress updates from the field. Topics include user privileges, project settings, activity options, assigning activities to resources and task owners, recording activity progress, and reviewing / approving progress updates.
Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com
This presentation will demonstrate the features and functions of Primavera Reflections that enable an organization to create what-if scenarios and evaluate potential changes that may affect the project. Topics include creating reflections from a source project, making changes to reflections, reviewing and accepting changes, merging reflections with the source project, and viewing the impact of merged changes within the source project.
Configuring Primavera Team Member for Project Updatesp6academy
Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com
This session will demonstrate features and functions within Team Member that enable an organization to distribute Primavera activities to end-users and gather real-time progress updates from the field. Topics include user privileges, project settings, activity options, assigning activities to resources and task owners, recording activity progress, and reviewing / approving progress updates.
Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com
This presentation will demonstrate the features and functions of Primavera Reflections that enable an organization to create what-if scenarios and evaluate potential changes that may affect the project. Topics include creating reflections from a source project, making changes to reflections, reviewing and accepting changes, merging reflections with the source project, and viewing the impact of merged changes within the source project.
Installation of primavera (optional)
Open primavera
Create EPS
Create your own project with minimum 30 activities(Live projects are preferable)
Data entry
Inserting activities
Assigning relationship
Activates codes
Basic formatting of Bars(Bar style, Bar label)
Inserting and modifying columns
Group by and short by
User defined filed
Interfering floats
Make 2 more of your self
Filters
New filters
Modify filters
Cases of Constraints
Case of difference between total float and free float
calendar
Import & Export
Live project Information
Filters ( 1-line, 2-line, 3-line Filters)
RESOURCE ASSIGNING AND LEVELLING
Resource Levelling
RESOURCE LOADING (Bell type, front loaded, back loaded, linear etc.)
EARNED VALUE ANALYSIS
Cost Account
Expenses
Reports
Role
User Defined fields
Admin Preferences
Renumbering Activities
Project Portfolio
Edit Columns
Save layout
Working with multiple projects
Activity Steps
Global change
Multiple Projects
USING WORK PRODUCTS AND DOCUMENTS
UPDATING PROJECT BY "AUTO ACTUALS" METHOD
UPDATING, SCHEDULING PROJECT - WITH SPOTLIGHT FEATURE
ASSIGN BASELINE
MAINTAIN BASELINE
PROJECT CODES
Construction Delay Analysis, SimplifiedMichael Pink
Learn how to perform a delay analysis in the construction industry. Capture and study your impacts to determine why a project was late. Use this proven method to ensure that you get paid for delays caused by others.
On 23 May 2012, McLachlan Lister's Anamaria Popescu made a presentation on "Extensions of Time - Avoiding the Traps or Taking Advantage of Them" in conjunction with well-known Australian law firm Holding Redlich
Project Management Methodologies - Mind MapWAJAHAT IQBAL
Using my Experience in Project Management Domain for the last 18 Years I have shared my thought process on the methodology and the best practises both for PMP & PRINCE2 Standards and converted my valuable insights into a brief and to the point Mind Map.I hope it helps the readers who are new to Project Management or wants to know more about this complex professional domain.Good Luck
Your valuable comments and Feedback is most welcome - Wajahat Iqbal
The document has been developed keeping in mind the common challenges that a planner may face while
developing a schedule. I have also tried to cover in areas which is required for effective earned value
calculation. The document is been prepared considering that the reader has a basic understanding of Primavera P6.
Project Mangement - overview of the Schedule Management knowledge area within project management. Describes the 6 processes within schedule management and the process groups impacted.
Blog: https://agile-mercurial.com
YouTube: https://www.youtube.com/channel/UCPM82of2YuqIR1SgLGHa1eg
Twitter: https://twitter.com/agile_mercurial
Tumblr: https://agilemercurial.tumblr.com/
the Project Termination Process and variety of project termination are discussed. The most prominent is to understand that when to terminate project. factors here in the presentation are discussed.
Project Management Methodology for Site LaunchesMichael Eydman
This deck summarizes the approach to project lifecycle methodology used by typical consumer goods or brand site launch initiative. It also includes a recommended process for incremental feature release process. It can be used as a guide for managing projects within this context. I would encourage an operations team to adapt it to your organizational structure and stakeholder's teams.
Installation of primavera (optional)
Open primavera
Create EPS
Create your own project with minimum 30 activities(Live projects are preferable)
Data entry
Inserting activities
Assigning relationship
Activates codes
Basic formatting of Bars(Bar style, Bar label)
Inserting and modifying columns
Group by and short by
User defined filed
Interfering floats
Make 2 more of your self
Filters
New filters
Modify filters
Cases of Constraints
Case of difference between total float and free float
calendar
Import & Export
Live project Information
Filters ( 1-line, 2-line, 3-line Filters)
RESOURCE ASSIGNING AND LEVELLING
Resource Levelling
RESOURCE LOADING (Bell type, front loaded, back loaded, linear etc.)
EARNED VALUE ANALYSIS
Cost Account
Expenses
Reports
Role
User Defined fields
Admin Preferences
Renumbering Activities
Project Portfolio
Edit Columns
Save layout
Working with multiple projects
Activity Steps
Global change
Multiple Projects
USING WORK PRODUCTS AND DOCUMENTS
UPDATING PROJECT BY "AUTO ACTUALS" METHOD
UPDATING, SCHEDULING PROJECT - WITH SPOTLIGHT FEATURE
ASSIGN BASELINE
MAINTAIN BASELINE
PROJECT CODES
Construction Delay Analysis, SimplifiedMichael Pink
Learn how to perform a delay analysis in the construction industry. Capture and study your impacts to determine why a project was late. Use this proven method to ensure that you get paid for delays caused by others.
On 23 May 2012, McLachlan Lister's Anamaria Popescu made a presentation on "Extensions of Time - Avoiding the Traps or Taking Advantage of Them" in conjunction with well-known Australian law firm Holding Redlich
Project Management Methodologies - Mind MapWAJAHAT IQBAL
Using my Experience in Project Management Domain for the last 18 Years I have shared my thought process on the methodology and the best practises both for PMP & PRINCE2 Standards and converted my valuable insights into a brief and to the point Mind Map.I hope it helps the readers who are new to Project Management or wants to know more about this complex professional domain.Good Luck
Your valuable comments and Feedback is most welcome - Wajahat Iqbal
The document has been developed keeping in mind the common challenges that a planner may face while
developing a schedule. I have also tried to cover in areas which is required for effective earned value
calculation. The document is been prepared considering that the reader has a basic understanding of Primavera P6.
Project Mangement - overview of the Schedule Management knowledge area within project management. Describes the 6 processes within schedule management and the process groups impacted.
Blog: https://agile-mercurial.com
YouTube: https://www.youtube.com/channel/UCPM82of2YuqIR1SgLGHa1eg
Twitter: https://twitter.com/agile_mercurial
Tumblr: https://agilemercurial.tumblr.com/
the Project Termination Process and variety of project termination are discussed. The most prominent is to understand that when to terminate project. factors here in the presentation are discussed.
Project Management Methodology for Site LaunchesMichael Eydman
This deck summarizes the approach to project lifecycle methodology used by typical consumer goods or brand site launch initiative. It also includes a recommended process for incremental feature release process. It can be used as a guide for managing projects within this context. I would encourage an operations team to adapt it to your organizational structure and stakeholder's teams.
HPE Project and Portfolio Manager and Agile ManagerMatt Angerer
Collaborative decision is paramount in today's fast-paced software delivery environment. With PPM 9.31, you can now integrate the work effort of your Agile Team into timesheets. Through a free adapter available on HP Live Network, you can save your team the hassle of logging time in multiple systems. Now your developers can focus on what they do best, code!
Primavera- Increasing Utilization through Change Managementp6academy
Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com
In March 2013, Wyoming Dept of Transportation decided to implement Project Management and create a PMO to manage the use of Primavera- which has been in place at WYDOT for over 8 years. Over the last 2 years, we have focused on increased training and changed the way we use Primavera, focusing on creating a tool that drives work and helps with decisions, where before it was simply used as a data entry tool. As a result, utilization of Primavera has increased dramatically, and the number of projects considered "At Risk" was reduced by over 25%. This presentation will review the processes used to achieve these results by covering the status and usage of Primavera 2 years ago, how issues were identified, the changes implemented, how we achieved buy-in, and a summary of the changes made and the results.
Freelancer Magento Experts model allows you to hire designers on full-time, part-time or hourly basis. This model can save you at least 30% of cost against any fixed price quotes calculated even at $15/hr.
Unlike the freelancing project portals, we are accountable for the results and ensure that only qualified designers work for you. The designers that you hire will be our full-time employees and they will work exclusively on your assignments for the duration of the contract. It's the easiest way to get design projects done. We guarantee it!
We are dedicated to help our clients continually grow and succeed in their online business and we incorporate this dedication into every thread of what we do. Our values aren't just something we list on our site. We believe in them. Recruit by them. Review by them. And work according to them.
Our numbers speak for themselves. With a proven track record to deliver creative, robust and most importantly, increasingly profitable eCommerce sites, our diverse group of experts are committed to customer satisfaction and project excellence.
Technical Webinar: By the (Play) Book: The Agile Practice at OutSystemsOutSystems
In 2001, the Agile Manifesto took the world by storm, and it changed how software is built forever. Also in 2001, OutSystems, another disruptive force in the world of traditional waterfall software development, was born.
Not coincidentally, OutSystems has been using Agile Practices all along. However, because of the sheer speed at which we’re able to respond, we’ve had to come up with a few twists in our approach. We’re even putting it into a services delivery playbook.
In our webinar, “By the (Play)Book: The Agile Practice at OutSystems,” Engagement Guild Master and Expert Nuno Fernandes will show you how OutSystems approaches Agile Development and makes sure nothing slips.
In this session you will:
- Learn roles and respective responsibilities.
- Understand project phases with a clear focus on sprint development.
- Discover how we approach the user story life cycle in particular.
- See how a really solid structure, calendar and organization help maximize productivity.
Webinar: https://www.outsystems.com/learn/courses/59/webinar-the-agile-practice-at-outsystems/
Free Online training: https://www.outsystems.com/learn/courses/
Follow us on Twitter http://www.twitter.com/OutSystemsDev
Like us on Facebook http://www.Facebook.com/OutSystemsDev
Epm demonstration projerct online and project server 2013Jerome Quinton
Microsoft uses the term Project Portfolio Management (PPM) to refer to a group of components that includes Microsoft Project Professional, Project Server and Project Web App.
It is also used for Project Online combined with Project Pro which is its Office 365 cloud offering . Both of these offerings are integrated into SharePoint Server 2013, delivering a common collaboration and information platform available to everyone involved in a project. This combination provides a proven, centralized solution for successful, enterprise-wide project and portfolio management. It offers a flexible, end-to-end PPM platform, used by organizations across a broad variety of industries to automate primary PPM processes as can be seen on the slide, most of which we will be touching on today time permitting.
www.p6academy.com
You can learn what is new in this release by either viewing a User Productivity Kit (UPK) demo or by reading a PDF document. Please note that, at the moment, P6 EPPM and P6 Professional 17 are available only as cloud deployments.
WWW.P6ACADEMY.COM
Discover the Latest Release of Oracle’s Primavera P6 Enterprise Project Portfolio Management
Submitted by our members, all rights copyright Oracle.
ORACLE P6ACADEMY.COM
Shared by our members
Primavera Prime Overview
Harish Bhagavatula
Director, Product Strategy
Primavera Global Business Unit
March, 2016
• 100% Cloud-based product.• Project and Portfolio Management service built on Oracle technology.• Integrated scope, cost and schedule.• Long range capital and resource planning.• Evaluate ideas and proposals that align with business strategic goals.• Tools to perform enterprise risk analysis in the cloud leveraging Monte Carlo simulations.
What is Primavera Prime?
• Prioritizing, planning, managing, and executing projects, programs, and portfolios on a global scale.• Support complex management process that requires the highest levels of performance.• To establish leadership in integrated Scope, Cost, Schedule, Resource and Risk Management.• Design and Process Automation platform.• Integrated data analysis and visualization platform.
ORACLE P6ACADEMY.COM
Shared by our members
Primavera Gateway
16 Release 1 – March 2016
John Pikovskiy
Director
Oracle
Primavera Product Strategy
Primavera Gateway
• Pre-packaged integration connections
for a variety of Primavera internal and
3rd Party applications
• Java application with no dependency
on third party middleware provides
extensible integration solution
• Combine financial management and
asset management information with
project, portfolio and resource
management
• Simple integration framework allows
customers and partners to quickly
develop and adopt Primavera
Gateway for integration
Oracle | P6ACADEMY.COM
Sent to us from members
Primavera Analytics
Rich pre-built business analytics solution for
project centric organizations
Insights into current and historical project
portfolio performance
Analyze schedules, resources, and cost as well as
facilities and real estate information
Uncover trends, track performance, perform root
cause analysis, and forecast costs and cash flow
Drive efficiencies in your project processes by
making better decisions
Leverage the power of business analytics to gain visibility and insight into
Primavera P6 role utilization across all projects down to the daily level
Gain greater understanding into Primavera Unifier with our initial support
for Facilities and Real Estate Management
Expanded support for Primavera Unifier data, including more Business
Process data elements, cost-sheet columns, and cash flow curves
Enhanced user experience and visualizations
ORACLE P6ACADEMY.com
Shared by our members
Oracle Primavera
What’s New in Primavera Unifier 16.1
Ray McEntee - Director, Product Strategy
Krishna Madhuvarsu – Director, Product Strategy
April, 2016
Copyright Oracle
ORACLE | P6ACADEMY.COM
Shared by our members | Copyright Oracle Corp
Discover the Latest Release of Oracle’s
Primavera P6 Enterprise Project
Portfolio Management
Karen Pilla
Director, Product Strategy
Oracle’s Primavera Product Strategy
March 2016
Program Agenda
4
Usability and Adoption
Team Member
Primavera P6 Professional
Industry Highlights
ORACLE | P6ACADEMY.COM
Source: User Submitted
Primavera Unifier provides a best-in-class cloud-based solution for managing capital projects and facilities of any size in every vertical market. Join us for this live webcast with Q&A to learn about enhancements in the 16.1 version, including:
iOS Mobile Application
Unifier Gateway Provider supporting Business Processes
Pushing changes from PM Book Templates
Support for reports created within BI Publisher
Space Manager support within Primavera Analytics
Usability enhancements
Business process enhancementsPrimavera Unifier provides a best-in-class cloud-based solution for managing capital projects and facilities of any size in every vertical market. Join us for this live webcast with Q&A to learn about enhancements in the 16.1 version, including:
iOS Mobile Application
Unifier Gateway Provider supporting Business Processes
Pushing changes from PM Book Templates
Support for reports created within BI Publisher
Space Manager support within Primavera Analytics
Usability enhancements
Business process enhancements
ORACLE | P6ACADEMY.COM
Webcast Slides
• Client Administrative Features Moved to P6 Web
• Job Services Replaced By Scheduled Services
• Methodology Manager Replaced With Project
Templates (Single database for projects and templates)
• MS Project Link Removed
• New Risk Functionality moved from client to P6 Web
• P6 Analytics (Reporting)
• Business Process Management (BPM Workflow)
• Upgrade Information
• Home Window and Progress Reporter Removed
Administering Users, Access and Views in P6 EPPM (Web) Release 8 and laterp6academy
ORACLE | P6ACADEMY.COM
Webcast Slides
Administering Users, Access and Views in P6 EPPM
(Web) Release 8 and later
Mike Wilson
Technical Support Engineer
• New Web Administrative Features Setup
• Application Settings
• Enterprise Data
• Global Scheduled Services
• User Access (including adding new users)
• User Interface Views
• User Sessions
• Dashboards
• Prototype User
Oracle Primavera P6 R8 Release Value Propositionp6academy
ORACLE | P6ACADEMY.COM
Shared by our members
This document provides an overview of features and enhancements included in
Oracle’s Primavera P6 Enterprise Project Portfolio Management Release 8. It is
intended solely to help you assess the business benefits of upgrading to
Primavera P6 Enterprise Project Portfolio Management R8.
Copyright Oracle
Oracle Primavera P6 v7 Release Value Proposition p6academy
ORACLE | P6ACADEMY.COM
Shared by our members
This document provides an overview of features and enhancements included in
Oracle Primavera P6 Enterprise Project Portfolio Management (EPPM) v7. It is
intended solely to help you assess the business benefits of upgrading to P6
EPPM v7 and to plan your I.T. projects.
This document provides an overview of the value proposition that is associated with the new
features and enhancements that are planned for Oracle Primavera P6 v7. This document will
help you assess the business benefits of Oracle Primavera P6 v7 and plan your information
technology investments.
This document describes new or changed functionality only. Existing functionality from prior
releases is not described.
Our goal is to ensure that you leverage technologyto its fullest to increase the efficiency and
effectiveness of your operations. Please note that the final release may not have every feature
that is discussed in this document, and a specific feature may become a part of a different
application or have a product name that is different from those cited in this document.
This preface discusses:
ORACLE | P6ACADEMY.COM
Shared by our members
This Release Content Document (RCD) describes product features that are planned for
release 8 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
Release 8 is the next major release of the Oracle Primavera P6 solution. This release
delivers significant advances in functionality and will help companies deliver more
projects on schedule and within scope, while reducing the overall cost of projects,
project management processes, and systems.
Oracle Support Accreditation – Level 1 Study Guidep6academy
ORACLE | P6ACADEMY.COM
Shared from our members
A word from the program team
Thank you for deciding to include Oracle Support Accreditation as part of
your learning experience.
The content in this accreditation is fast-paced and targeted to experienced
users actively using My Oracle Support core functions on a regular basis.
Make sure the content and level of information is right for your current
level of experience. If any topic is new to you, take time to study it in more
detail before continuing.
Accreditation is self-paced. You can begin your accreditation at any time
Oracle Primavera Support Accreditation Study Guidep6academy
ORACLE | P6ACADEMY.COM
Shared by our members
Support Accreditation for Oracle Customers and Partners
Use your Study Guide along with the learning content to prepare for your exam.
– The content in this accreditation is fast-paced and targeted to experienced users actively
using My Oracle Support core functions on a regular basis (including logging service requests).
– We recommend you preview the series modules and study guide before you begin this
accreditation.
– This study guide provides links and information to help you get the most from your learning
experience, so please refer to it throughout your accreditation.
– Best Practice: Use the Comment/Sticky Note feature to add comments and questions to your
study guide for follow-up. Right-click anywhere on a page or use the Add Sticky Note icon on
the toolbar to create a note.
– Make sure the content and level of information is right for your current level of experience. If
any topic is new to you, take time to study it in more detail before continuing.
– Make the program work for you by pausing or replaying any video, looking up actions in My
Oracle Support, or asking questions in Community at any time. This is your accreditation
experience, and we want you to enjoy it.
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
Know more: https://www.synapseindia.com/technology/mean-stack-development-company.html
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
Website – www.pmday.org
Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesHolger Mueller
Holger Mueller of Constellation Research shares his key takeaways from SAP's Sapphire confernece, held in Orlando, June 3rd till 5th 2024, in the Orange Convention Center.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Understanding User Needs and Satisfying ThemAggregage
https://www.productmanagementtoday.com/frs/26903918/understanding-user-needs-and-satisfying-them
We know we want to create products which our customers find to be valuable. Whether we label it as customer-centric or product-led depends on how long we've been doing product management. There are three challenges we face when doing this. The obvious challenge is figuring out what our users need; the non-obvious challenges are in creating a shared understanding of those needs and in sensing if what we're doing is meeting those needs.
In this webinar, we won't focus on the research methods for discovering user-needs. We will focus on synthesis of the needs we discover, communication and alignment tools, and how we operationalize addressing those needs.
Industry expert Scott Sehlhorst will:
• Introduce a taxonomy for user goals with real world examples
• Present the Onion Diagram, a tool for contextualizing task-level goals
• Illustrate how customer journey maps capture activity-level and task-level goals
• Demonstrate the best approach to selection and prioritization of user-goals to address
• Highlight the crucial benchmarks, observable changes, in ensuring fulfillment of customer needs
In the Adani-Hindenburg case, what is SEBI investigating.pptxAdani case
Adani SEBI investigation revealed that the latter had sought information from five foreign jurisdictions concerning the holdings of the firm’s foreign portfolio investors (FPIs) in relation to the alleged violations of the MPS Regulations. Nevertheless, the economic interest of the twelve FPIs based in tax haven jurisdictions still needs to be determined. The Adani Group firms classed these FPIs as public shareholders. According to Hindenburg, FPIs were used to get around regulatory standards.
In the Adani-Hindenburg case, what is SEBI investigating.pptx
P6 Team Member – An Implementation Story (How to make Project Manager's life easier)
1. REMINDER
Check in on the
COLLABORATE mobile app
P6 Team Member –
Implementation Stories
Prepared by:
Luka Novosel
Primavera Consultant
Primakon
How to Make the Project Manager's
Life Easier
Session ID#: 200910
@lunovosel
3. About us…
■ Primakon is a privately owned consulting company
▪ www.primakon.com
■ 15+ years of experience in Primavera implementations
■ Offers customer tailored education in the area of PM
methodologies and Primavera products
■ Positive references in a wide range of industries (from finance
sector to construction)
■ Present in EU & SE European markets
4. Presentation Overview
■ What is P6 Team Member ?
■ How to set it up
■ P6 Team Member as a part of contract management system
■ P6 Team Member in procurement management
■ P6 Team Member evolution 8.2 – 8.4
■ Lessons learned
■ Q & A
5. What is P6 Team Member ?
This is a subtitle or bulleted list
6. P6 Team Member as a Part of P6 EPPM
Suite
■ The P6 Team Member application suite is designed for
project team members to status their activities in an easy to
use interface that does not require them to learn P6.
■ P6 Team Member suite consists of:
▪ P6 Team Member web application
▪ P6 Team Member iOS application
▪ P6 Team Member email status services
■ P6 Team Member suite was introduced as a part of P6 EPPM
in version 8.2 (December 2011)
■ 8.3 had a large number of improvements on 8.2
■ In 8.4 the former Timesheet (Progress Reporter) and P6
Team Member application are integrated.
7. P6 Team Member App vs Team Member
License
■ Old Primavera users are familiar with the license type called
Team Member
▪ That license covered p6 web, documents, issues and
timesheets
■ Team Member license in P6.2.1 to R8.1 and P6 R8.2 are not
the same thing
P6.2.1 P6 R8.2
8. P6 Team Member App Licenses Cont.
■ In release 8.3 this confusion was clarified with the creation of
a new license module – Contributor (formerly Team Member)
■ In release 8.4 Team Member Interface was renamed again to
Team Member
■ Tip: If you are upgrading Primavera form release 8.1 or
previous to a newer one, remove the licenses to users that
have Team Member and manually add them after the
upgrade.
P6 R8.3 P6 R8.4
9. P6 Team Member Web Application
5 Reasons Why to Use It
■ In this presentation we will focus on P6 Team Member web
application
■ 5 reasons to implement this in your environment
▪ 1) Easy to use
▪ 2) Modern design
▪ 3) Short learning curve
▪ 4) Accessible from almost every imaginable place
▪ 5) Ability to collect project information from numerous
contributors
11. Steps to Set Up P6 Team Member Application
■ Steps needed to set up P6 Team Member application to work
on your project
1. Set Project Preferences
2. Define team member user and assign team member licence to
that user (under Administer / User access)
3. Give the user access to permitted activities
4. Set Review Required field on activities where you want to
review status updates
12. Steps to Set Up P6 Team Member Application
- Set Project Preferences
■ 1) Set Project Preferences
▪ Tick Allow reviews for Team Member status updates
▪ Tick Review Required for new activities
▪ Define Reviewer for this project
▪ Set which data team member will see in application
P6 R 8.2
P6 R 8.4
13. Steps to Set Up P6 Team Member Application
– Team Member Module Access
■ Define team member user and assign team member licence to that
user (under Administer / User access)
▪ This is needed if user will have access only to P6 Team Member
application suite
▪ Tip: User can not be assigned as Contributor and Team
Member at the same time
14. Steps to Set Up P6 Team Member Application
– User Access to Permitted Activities
■ There are 3 main ways to make activities visible in Team
Member to a specific user
■ 1) Assign user as Activity Owner in P6 (Field Owner in Activity
view)
■ 2) Assign user as a resource on activity (all assigned
resources will see activities in P6 Team Member and will be
able to update their resource assignment
15. Steps to Set Up P6 Team Member Application
– User Access to Permitted Activities Cont.
■ 3) Assign Team Member filter to user (under Administration /
User Access) – field Team Member Filter
▪ Up to 5 different filters can be assigned to the user
▪ Activity Global and EPS codes + resources and roles can be
used
16. Steps to Set Up P6 Team Member Application
– Set Review Required Flag
■ 4) Define which activities status update approval is needed
▪ This is per activity setting
▪ Status updates from P6 Team Member application on activities
with Review Required flag will need approval from assigned
reviewer
▪ Status updates from P6 Team Member application on activities
without this flag will be applied automatically
17. Use Case 1
P6 Team Member as a Part of
Contract Management System
18. Business Need
■ 2011, Project charter for CMS was defined
■ In late 2011 during the detail project scope definition P6 Team
Member was introduced (rel. 8.2)
■ After P6 Team Member evaluation it fitted the system
perfectly
■ It will be used for :
▪ Key contract milestones approval
▪ Key process milestones update
19. System Description
■ Contract Management System Parts
▪ Document Management
▪ Reporting
▪ Primavera P6 Schedules
▪ Portal
▪ P6 Team Member
■ All the systems are integrated and information shared across
whole CMS
■ Primavera P6 is used for project schedule development and
schedule updates
20. Process Overview
1. After contract signature the contractor develops schedule with
the representative of the buyer
2. In separate WBS all key project milestones are created
3. On those milestones all related documents needed for delivery
acceptance are assigned
1. WP and Docs feature is used
2. Document name and category are defined
— Can be “Submitted for Acceptance” or
— “Submitted for Information”
4. When the schedule is approved all the documents are created
in Document Management System
5. When physical document is uploaded in DMS a corresponding
document URL is created in P6 as a public URL
21. Process Overview Cont.
6. Document versioning and approval process are done in
DMS
▪ Document status is transferred to P6
7. When all the approval documents are approved the
contractor ‘ticks’ contractual milestone in P6 Team Member
▪ Submission date is preserved
8. Buyer’s representative approves changes through Status
Review in P6 Web
▪ Approval date is preserved
9. Same process with or without document management part
can be applied in the main schedule as well, if agreed.
22. The Process in Detail:
P6 Project For the New Contract
■ New P6 Project is created for signed contract
■ Project preferences for Team Member are configured
▪ Review required is enabled and reviewer is defined
▪ Activity owner will be used
for status updates
▪ UDF Fields are defined
23. The Process in Detail
Develop Schedule
■ Project schedule is developed after contract signature
■ Two main WBS level 1 are created
▪ Contract Milestones
▪ Schedule – project schedule
■ During schedule development “Review Required”
activities are identified and Owner is assigned
24. The Process in Detail
Document Creation
■ Documents are added through WP & Docs feature
▪ Only Title and Document Category are defined
▪ Under “Related Items” documents are assigned to activity
▪ Data is saved
25. The Process in Detail
Document Creation Cont.
■ Hundreds of documents, different contract milestones …
■ Quite a painful job to do in P6 Web
■ To avoid this, we’ve developed a simple Java desktop
application that will do the hard job for us
■ It parses Excel, creates Documents and links to activities
■ Link is bi-directional so Documents can be updated / deleted
as well
■ Used only in the planning phase of a project
26. The Process in Detail
Documents Status Tracking
■ In DMS, documents are managed, approved, rejected etc.
■ In P6 we transfer only
▪ Unique URL to the document – that way user can access related
document directly from Primavera schedule
▪ Document Status
■ Click on a view document will open document in new tab in a
browser
27. The Process in Detail
Documents Status Tracking Cont.
■ To help the approver we’ve created two Activity level UDF
fields
▪ # of Docs. for Approval – total number of documents that need
to be approved for this delivery milestone
▪ # of Approved Docs. – number of approved documents in DMS
(Documents with status “Approved”)
■ Custom developed background job is populating those 2
fields
28. The Process in Detail
P6 Team Member Status Update
■ The contractor submits status updates for contractual
milestones through P6 Team Member
■ Green tick means activity (milestone) is finished
■ In Started: Actual Start is defined
■ Save change
29. The Process in Detail
Approve Changes
■ After the contractor saves the data in
P6 Team Member, Reviewer is
notified
■ In the Activity window a pop-up will
appear
■ If the pop-up disappears the same
window can be accessed from Action
/ Review Status Updates
30. The Process in Detail
Approve Changes Cont.
■ In Review Required window Reviewer can:
▪ Accept changes
▪ Override changes
▪ Put changes on hold and inform Status Updater of the reasons
for holding changes
■ More information is available
under More…
31. The Process in Detail
Approve Changes Cont.
■ In this situation:
▪ Number of approved Docs is lower then total number of
documents for approval
▪ The reviewer will put activity on-hold
▪ He will send an email to the submitter with the reason why the
status is put on-hold
32. The Process in Detail
Approval Overview
■ The Reviewer and contractor can check the information and
dates when the status was submitted and approved
33. The Process in Detail
Approval Overview - Tips
■ Tip: If you don’t see “Update history” tab,
enable it by selecting
right click on tabs / customize tabs
■ Tip: If you don’t see data in Update history and you are sure
that there should be data, check “Show updates for” menu
▪ Default value is: Assignments – if you are using Activity that can
be confusing
34. Summary
■ Why P6 Team Member in this particular case
▪ Approval process was the main driver in this implementation
▪ Tracking of submission and approval dates
▪ Tracking of all changes done in the process
▪ Easy to use
▪ User can have read-only access to specific activity and still be
able to update it through P6 Team Member
35. Use Case 2
P6 Team Member as a Part of
Procurement Management Process
36. Business Need
■ Procurement office is not in direct connection with Project
Manager
■ Public procurement procedures have a great impact on
project schedule
■ Procurement officers want simple application
■ Project Managers want up-to-date information about
procurement statuses that affect their project
■ Easy access to procurement documents
■ Easy communication
■ Easy way to input data about procurements
37. System Description
■ P6 Team Member is used for update procurement schedules
■ Procurement schedule templates are defined with all relevant
▪ UDF fields
▪ Notebooks
▪ Activity codes
■ We are using Oracle UCM for document management
■ All procurement documentation is uploaded automatically to
P6 and UCM
■ Implementation started with P6 Team Member R8.3 and will
be updated to 8.4
38. Process Overview
■ System administrator creates procurement from appropriate
template
■ Responsible procurement officer is assigned as Activity
Owner on all procurement activities
■ All available documentation is uploaded to P6
■ Procurement officer updates activity statuses as procurement
progress
▪ Milestones
▪ Activities
■ Discussion is used for official collaboration
■ Notebooks will be used for notes (8.4 feature)
■ UDF and Activity codes are used for assigning attributes on
activities
39. System Preparation
■ System administrator creates procurement from the
appropriate template
■ All predefined Team Member settings are preserved
■ Review Required is not enabled in this case
■ Responsible procurement officer is assigned as Activity Owner
40. P6 Team Member for Procurement Officer
■ Team Member is the main tool for procurement officer
41. Procurement Officer Tasks :
Communication With Project Manager
■ For communication with the
Project Manager we are
using “Discussions”
■ New feature available across
whole P6 platform
■ Track who and when
■ (!) No undo or delete
■ Best way to communicate
between different
applications (i.e. P6 Team
Member and P6 web)
■ New discussions are marked with red number
42. Procurement Officer Tasks
Update Procurement Tasks
■ Milestones are checked when done
■ Activities can have predefined steps
■ By selecting Start the activity is started
■ Actual start date can be modified
43. Procurement Officer Tasks
Check Procurement Documents
■ By selecting activity the user can access documents assigned
to that activity (in this case DMS is Oracle UCM)
■ Document can be viewed
and downloaded from this
window
44. Procurement Officer Tasks :
View / Edit Activity Information
■ The user can View and edit predefined User Defined Fields
and Activity Codes
■ In our case 3 fields are available
▪ Read only – procurement type
▪ UDF – procurement code
▪ UDF – expected procurement amount
■ In addition to that, Notebook topics can be viewed and edited
(rel. 8.4) through P6 Team Member
45. P6 Web
■ In P6 Web procurement manager is doing the portfolio
analysis
■ All data changes are controlled
■ The project Manager can update and update project schedule
according to information received
46. Summary
■ Why use P6 Team Member in this case ?
▪ Simple application for users that do not know a lot about
schedules
▪ Easy communication between Project Manager (using P6 client
or Web ) and Procurement Officer (using P6 Team Member)
▪ Simple access to procurement documents
▪ Project Manager has up-to-date information about procurement
status
▪ Procurement Office Manager has overview of all procurements
through P6
▪ User adoption time to new tool is very short
52. The Good Things
■ Simple application
■ Easy and quick user adoption
■ Cheaper than full P6 Web
■ Compatible with all devices
■ Update history
▪ All information about changes is preserved
▪ Useful as an audit log
53. The Not So Good Things
■ First version had limited functionalities
■ Occasional bugs (i.e. 25 % bug)
■ On hold activities are poorly managed in P6 Team Member
▪ No easy way to identify on hold activities in P6 Team Member
■ Very small number of fields are visible in P6 Team Member
▪ i.e. not possible to see baseline date, baseline values, data date
■ ALL the data is lost if the project is exported via XER or XML
file
▪ This means that all update history will be lost !
■ Update history is not visible in P6 Client
55. Please complete the session
evaluation
We appreciate your feedback and insight
You may complete the session evaluation either
on paper or online via the mobile app
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