8. History
• Primavera roots go back to 1983 when it was first
launched as PC based software for construction
and engineering projects.
• In 2008, Oracle announced it has agreed to
acquire Primavera Software, Inc., a leading
provider of Project Portfolio Management (PPM)
solutions, to accelerate its momentum in
delivering mission-critical operational
applications.
• “Primavera P6 EPPM version 8.3” used during
course.
9. Oracle Primavera P6
• Oracle Primavera P6 Enterprise Project
Portfolio Management (P6 EPPM) is a robust
and easy-to-use integrated solution for
globally
– Prioritizing
– Planning
– Managing
– Executing
projects, programs, and portfolios
10. Oracle Primavera P6 (cont’d)
• It optimizes role-specific functionality to
satisfy each team member's
– Needs
– Responsibilities
– Skills
11. Oracle Primavera P6 (cont’d)
• It provides a single solution for managing projects
• of any size
• adapts to various levels of complexity within a project
• intelligently scales to meet the needs of
– Various roles
– Functions
– Skill levels
(In the organization and on project team)
14. Application
• P6: Most users will rely almost exclusively on
the P6 web application running in a standard
web browser. Simply termed P6, it is the
primary interface for administering and
managing projects.
Source: http://docs.oracle.com
15. Application (cont’d)
• P6 Team Member Interfaces: Optional interfaces for
team members to use to provide status on their tasks.
– P6 Team Member Web: This web interface allows team
members to provide status on their tasks using a web
browser.
– P6 Team Member for iOS and P6 Team Member for
Android: These mobile apps allows team members to
provide status on their tasks while working "on the go".
– P6 Team Member E-mail Statusing Service: This method
allows team members to provide status on their tasks
using any HTML or plain text e-mail application.
16. Application (cont’d)
• P6 Professional for EPPM: The P6 web
application is the main interface for all project
management functionality. You can also use the
P6 Professional software to take advantage of its
core project planning and scheduling
functionality. The P6 Professional application and
its features, including P6 Visualizer, run on
Microsoft Windows. P6 Professional is also
available for users who need to work on their
projects in an offline mode. P6 Professional is
available for P6 EPPM users working in a Cloud
environment.
17. Application (cont’d)
• P6 Professional Cloud Connect: Connects P6
Professional to an EPPM Oracle database on
the cloud. P6 Integration API (in remote
mode) is installed by default. Using this, P6
EPPM users working on a WAN environment
can achieve performance levels comparable to
compression server installation. This is
optional for on premises users.
18. Application (cont’d)
• P6 Progress Reporter: P6 EPPM includes the P6
Progress Reporter integrated timesheet entry
software. Resources use P6 Progress Reporter to
record their time spent working on assignments
via electronic timesheets, and approving
managers use P6 to review and approve them.
• P6 Integration API: A Java-based application
programming interface (API) enabling your P6
EPPM deployment to interface with other
components and systems.
Source: http://docs.oracle.com
19. • P6 EPPM Web Services : P6 EPPM Web Services is an
integration technology that extends P6 business
objects and functionality. Based on open standards
including SOAP, XML and WSDL, P6 EPPM Web Services
enables developers to leverage standard interfaces to
create integrated software solutions that interoperate
with a wide variety of enterprise software applications
running on a diversity of hardware and operating
system platforms.
• P6 Analytics: An optional integrated dynamic reporting
tool with advanced visual features, including
dashboards.
Source: http://docs.oracle.com
Application (cont’d)
20. Functionality
• Core Enterprise Functionality: Use P6 for all of the
following core enterprise functionality:
• Administration and Enterprise Data: Administer user
accounts, preferences, views, application settings, and
enterprise data.
• Project, Portfolio, and Resource Management: P6 provides
an extensive array of features designed to optimize all
phases of Project Management, Resource Management,
and Portfolio Management. It includes full support for
activities, work breakdown structures, costs, resource
administration and assignment, roles, teams, portfolio
analysis, capacity planning, and convenient dashboards for
measuring status at any level at every moment.
Source: http://docs.oracle.com
21. Functionality (cont’d)
• Document Management: P6 includes
document management support with or
without the optional document repository
option. Use the optional document
collaboration features to conduct document
reviews with key stakeholders to keep projects
moving or meet regulatory compliance.
Source: http://docs.oracle.com
22. • Workflows: The workflow engine bundled
with P6 EPPM provides Business Process
Modeling Notation (BPMN) compliant
graphical notation that depicts the steps in
your project initiation workflows. Use the
integrated Workflows portlet to coordinate
the sequence of tasks that flow between
different process participants in a series of
stages.
Source: http://docs.oracle.com
Functionality (cont’d)
23. • Reports: Generate and view reports using your
standard web browser running P6. Reports can be
generated electronically and routed via e-mail, saved to
a shared or local file, or printed to a traditional printer.
• Planning and Scheduling: The optional P6 Professional
component of the suite provides a robust set of
features primarily for planners and schedulers,
including reflections, schedule comparison (Claim
Digger), and a report designer. Use the new built-
in Time Scaled Logic Diagram (TSLD) viewer to create
and customize condensed visual depictions of complex
project schedule information.
Source: http://docs.oracle.com
Functionality (cont’d)
24. • Time Reporting: P6 EPPM includes P6 Progress Reporter, an
optional integrated timesheet entry application.
• Integrated Solutions: Build or deploy other systems and
use the P6 Integration API or P6 EPPM Web Services to
integrate them with P6 EPPM.
• P6 Analytics: Extend your solution by adding P6 Analytics
with the Oracle Business Intelligence (OBI) metadata layer
to facilitate the creation of ad-hoc reports and interactive
custom dashboards reflecting trends and metrics for
activities, portfolios, resource assignments, utilization, and
project history. Also receive proactive alerts based on
integrated report data mined from the ODS and star
databases.
Source: http://docs.oracle.com
Functionality (cont’d)
25. Technology
• The P6 EPPM Database: The main database
for all your P6 EPPM data.
• BPM Workflow: The separate workflow
engine bundled with P6 EPPM.
• Oracle BI Publisher: The database server
hosting the reporting library, templates, and
views required to build complex reports with
ease.
Source: http://docs.oracle.com
26. Technology (cont’d)
• The Reporting Database: The P6 Reporting
Database portion of the suite consists of the Star
database and the Operational Data Store (ODS)
database used to extract, transform, and load
data from the P6 EPPM database. This data is
specifically designed to be used to create reports.
• Oracle Universal Content Management: This
server hosts documents in a shared repository
enabling collaborative functionality such as
document check-out/check-in and versioning.
Source: http://docs.oracle.com
31. Enterprise data
• It provides a global structure needed to manage multiple projects.
• Available to all projects across the organization.
• Provides the structure necessary for centralized project and
resource management.
• Enterprise data is defined and maintained by administrator
• For example
– Enterprise Project Structure (EPS)
– Organizational breakdown Structure (OBS)
– Resource codes
– Project codes
– Resources
– Cost accounts
– Admin categories and references
Source: Primavera System Inc.
33. Project Specific Data
• Project specific data is only available to the project in
which it is defined.
• Project Manager defines project specific data to
further control his/her project.
• For Examples
– Dates -- Baselines
– Work Breakdown Structure -- Expenses
– Activities -- Risks
– Relationships -- Project Website
– Thresholds and Issues
– Work Products and Documents
Source: Primavera System Inc.
35. Enterprise/ Project Specific Data
• Following data are both enterprise data as
well as project specific data
– Calendars
– Reports
– Activity codes
Source: Primavera System Inc.
40. Interface
1
1. Title Bar : Display current application and name of open projects
2
2. Menu Bar : Click to perform functions in Primavera
3
3. Directory Bar : Click to display Primavera windows
4
4. Tool Bar : Displays icons to change the look and feel of the layout
5
5. Command Bar: Actions performed in an open window (Add, Delete etc.)
6
6. Status Bar : Displays Login Name, Data Date of open project, Access Mode, and
Current Baseline
Source: Primavera System Inc.
41. Interface
1
2
3
4
5
6
Item Functionality
1. Title Bar Display current application and name of open projects
2. Menu Bar Click to perform functions in Primavera
3. Directory Bar Click to display Primavera windows
4. Tool Bar Displays icons to change the look and feel of the layout
5. Command Bar Actions performed in an open window (Add, Delete etc.)
6. Status Bar Displays Login Name, Data Date of open project, Access Mode,
and Current Baseline
Source: Primavera System Inc.
42. Open an Existing Project
• The Open Project dialog box lists all the projects you
have access to open
– Open a single project indicated by
– Open a single node indicated by
– All projects under the node are opened.
• Open multiple projects
under different nodes
– Press Click-Ctrl to open
more than one project.
Source: Primavera System Inc.
43. Access Modes
• One has the option to select an access mode prior to
opening a project.
– Read Only
• You can view data but cannot
input or change data
– Shared
• Multiple users can view, input,
and change data (Default)
– Exclusive
• The current user is the only user
who can edit data on these
projects. Other users can access
these projects in read-only mode.
Source: Primavera System Inc.
44. Activities Window
• Activities window is used to create, view, and edit activities for open project.
Source: Primavera System Inc.
1 2 3 4
5
6
8
7
45. Details
Item Functionality
1. Tool Bar It allows you to change look the layout
2. Activity Bar Displays activity information in spreadsheet format
3. Gantt Chart Provides graphical display of activity progress over time
4. Command Bar Displays options for adding or removing activity data
5. Layout Option Bar Displays menu of available options for activities window
6. Vertical Split Bar Drag bar to hide/show more information in each pane
7. Activity Details View/edit detailed information for selected activity
8. Horizontal Split Bar Hide or show more information in top / bottom layouts
Source: Primavera System Inc.
46. Layouts
• It is customizable view of information,
combining all the visual elements that appear
on the screen. Layouts are available in the
Projects, WBS, Activities, Resource
Assignments, and Tracking windows.
Source: Primavera System Inc.
47. Activity Layouts
• The activities window provides the option of
viewing data in top/bottom layouts.
• Choose one of the following to show on top
– Activity table
– Gantt chart
– Activity usage spreadsheet
– Activity network
Source: Primavera System Inc.
48. • Choose one of the following to show on bottom:
– Activity details
– Activity table
– Gantt chart
– Activity usage spreadsheet
– Resource usage spreadsheet
– Activity usage spreadsheet
– Resource usage profile
– Trace logic
Activity Layouts (cont’d)
Source: Primavera System Inc.
49. Opening an Existing Activity Layout
• A variety of layouts are available to present
activity data from different perspectives. One can
create user specific layouts and project specific
layouts, or use global layouts provided by the
company.
• After selecting a layout one can either click Apply
or Open
– Apply – displays layout but keeps Open Layout dialog
box open.
– Open – displays layout and closes Open Layout dialog
box.
Source: Primavera System Inc.
52. Exercise
• In the layout option bar click layout, click
Open
• If you make changes to current layout and
want to keep the changes choose “Yes”
otherwise “No”. In most cases choose “No”
• When prompted to save change to the layout
click “No”.
• Select a layout, “Classic EPS/WBS Layout”.
• Click Apply.
Source: Primavera System Inc.
53. Gantt Chart
• The Classic WBS Layout displays a Gantt Chart in
the top layout and Activity Details in the bottom
layout.
• The Gantt chart is divided into two sections:
– Activity table
– Bar area
• Activity Table: displays activity data in columns
• Bar Area: Provides a graphical display of activity
progress over the duration of the project
Source: Primavera System Inc.
55. Activity Usage Spreadsheet
• It displays unit, cost, or earned value data by activity
over time. Use this type of layout to review per period
and rolled up activity resource/cost data.
• One can customize the timescale of the Activity Usage
Spreadsheet:
• Move the timescale to focus on a specific time period
– Point in timescale until cursor displays and then
slide cursor left or right.
• Expand the timescale to widen/ narrow width of
columns – Point in minor date interval until the cursor
displays and then slide cursor left or right.
Source: Primavera System Inc.
56. Exercise
• In the Layout Options bar, click Show on Top,
Activity Usage Spreadsheet.
• In the Layout Options bar, click Show on
Bottom, No Bottom Layout.
• Expand the Time scale
• Move the timescale to display current month
of last year.
Source: Primavera System Inc.
57. Activity Network
• Use the Activity Network to view the
relationships between activities and the
logical flow of activities in the project
• Left pane: displays the WBS hierarchy
• Right pane: shows a graphical display of
activities and their relationships
Source: Primavera System Inc.
59. Exercise
• In the Layout Options bar, click Show on Top,
Activity Network.
• In the Toolbar click several times to have a
closer look at the activities.
Source: Primavera System Inc.
60. Activity Table
• It enables to see the project data in
spreadsheet format. One can also modify the
columns displayed in the Activity Table to
meet the needs.
• It can be displayed on the entire sheet as well.
Source: Primavera System Inc.
62. Exercise
• In the Layout Options bar, click Show on Top,
Table.
Source: Primavera System Inc.
63. Customizing a Layout
• Activities windows can be customized and saved as a
layout. Saving layouts for future use allows you to
quickly retrieve information.
• The Layout Option bar is the centralize menu for layout
customization.
• Layout elements’ list that are customizable
• Bars -- Timescale
• Columns -- Table font and Colors
• Row heights -- Filters
• Activity grouping and sorting
• Top/bottom layouts.
Source: Primavera System Inc.
64. Selecting Columns
• The Column dialog box enables you to select columns to
display in the Activity Table and specify the order in which
they appear:
• Available Options section – lists data items in groups or in
list
• Selected Options section – lists items one has chosen to
display
• Single arrows – move highlighted data items to the other
section
• Double arrow – move all data items to the other section
• Up/down arrow – configure the order of the data items
• Click Edit Columns to edit the selected item’s title and
choose its alignment in the display
Source: Primavera System Inc.
66. Exercise
• In the “Layout Options” bar, click “Columns”
• In the Available Option Bar, click Group & Sort By
List
• Select a data item to display in the Activity Table;
Budgeted Labor Cost
• Click to move the selected data item into the
Selected Options
• Use the Navigation Arrow to configure the order
of the data item
• Click Apply
Source: Primavera System Inc.
67. Using Hint Help in Columns Dialog Box
• It can be used to view a definition for any data
item
Source: Primavera System Inc.
69. Exercise
• In the Available options bar, click Hint Help
• Click a data item, Budgeted Labor Cost.
• In the Available Options bar, click Hint Help to
disable the onscreen help dialog box.
• Click OK
Source: Primavera System Inc.
70. Displaying Activities Details
• Activities Details displays detailed information
for the activity highlighted in the Activity Table
or Activity Network.
Source: Primavera System Inc.
72. Exercise
• In the Layout Options bar, click Show on
Bottom, Activity Details.
Source: Primavera System Inc.
73. Selecting Details Tab
• The tabs displayed in Activity Details can be
customized
Source: Primavera System Inc.
74. Exercise
• In the Layout Options bar, click Bottom Layout
Options
• In the Available Tabs Sections, select Feedback
• Click to move the selected data item into
the Display Tabs section.
• Click OK.
• Figures Follows …
Source: Primavera System Inc.
77. Saving Layouts
• Layouts can be saved and shared with other users to
facilitate project communication.
• Use the save Layout dialog box to save a layout in the
Activities, WBS, Projects, Assignments, or Tracking
Windows
• Layout, Save – Save changes to existing layout.
• Layout, Save as – only the user saving the layout will have
access to it in the future.
– All Users – All licensed users will have access to the layout
(Global).
– Another User – A specified user will have access to the layout.
Note however, that the current user will not have the access to
the layout.
Source: Primavera System Inc.
78. Saving Layouts (cont’d)
– Project – Apply the layout to any project that is
currently open in the Primavera. Though Project-
specific layouts can be applied to multiple
projects, you can only select one project a time in
the Layout, Save As dialog box. After a project
specific layout is saved, it can be viewed in the
project band in the Open Layout dialog box.
Project specific layouts offer two advantages.
• Exported with the project when it is exported
• Enhanced organization of multi-user layouts.
Source: Primavera System Inc.
79. Exercise
• In the Layout Options bar, click Layout, Save
As.
• Type a Layout name <Classic WBS with
Budgeted with Labor Cost>
• Verify Current User is selected in the Available
to drop-down list.
• Click Save
• Figures follow
Source: Primavera System Inc.
83. Closing a Project
• Close the project when you are finished
working with it. You are prompted to verify
that you want to close the project.
• Closing the project takes you back to the
Home window.
Source: Primavera System Inc.
84. Exercise
• In the File menu, click Close All
• When prompted, click Yes.
• Figures follow
Source: Primavera System Inc.
Oracle Primavera P6 Enterprise Project Portfolio Management Suite: Depending on your organization's specific deployment, P6 EPPM generally consists of the applications, functions, and databases depicted below.
Simple Object Access protocol, is a protocol specification for exchanging structured information in the implementation of web.
EXtensible Markup Language. XML was designed to describe data.XML is a software- and hardware-independent tool for carrying information.
WSDL stands for Web Services Description Language. WSDL is a language for describing web services and how to access them.
