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Primavera Features Matrix
Version 4.1
Primavera P6 7.0 Functionality MatrixVersion 7.0 delivers role-based interfaces to allow you to distribute the correct
functionality to the appropriate members of the project team. Each module in the
Primavera suite has been designed with specific project stakeholders in mind. Leveraging
all current and emerging technologies, data entry and analysis is deployed in a way that
best suites the needs of each stakeholder and is stored in Primavera’s project and
resource repository to ensure the most accurate and up-to-date information for all tactical
and strategic decisions.
This matrix has been complied to assist the effort in determining which modules should
be deployed to each stakeholder. Using this matrix against a thorough review of current
and desired project and resource management processes will provide an excellent start in
consideration of Primavera role out.
Oracle_Primavera_P6_7_Feature_Matrix.xls Page 1 of 10
Administration
Functionality
Project
Management
Primavera Web
Administer Users
Administer Security
Administer Admin Preferences
Administer Admin Categories
Administer Currency
Administer Enterprise Project Structure (EPS)
Administer Organizational Breakdown Structure (OBS)
Administer Resource Breakdown Structure (RBS)
Administer Role Dictionary
Administer User-Defined Fields
Project Level - Formual driven
Project Level - Manual
All other subject areas (activity, resource, steps etc)
Administer Project Portfolios
Administer Resource and Role Teams
Administer Project Code Dictionary
Designate Secure Codes
Weighted Project Codes and Values (Project Score)
Administer Resource Code Dictionary
Administer Activity Code Dictionary
EPS Level Activity Codes
Create Activity Codes on the fly
Administer Issue Code Dictionary
Create Issue Forms
Project Management
Functionality
Project
Management
Methodology
Management
Primavera Web Timesheets
INITIATING
Request new project via workflow form
Create new projects using templates via Project Architect
Project Import / Export (MPP,MPX,XLS,XER,P3)
Project Import / Export XML format
Export to P6 v5.0 format
Import/Export XML for MS Project 2007
Assign project code values
Improved Feedback and Communication
Activity ID Renumbering
PLANNING
Open multiple projects at once
Multiple Project View
Create a Work Breakdown Structure (WBS)
Administer WBS details (Milestones, Budget, EV techniques)
Create activities
Import new activities from MS Excel
WBS level Summary Activity
Create activity steps
Create relationships between activities
Create cross-project relationships
View activity relationships
Assign constraints to activities
Assign roles to activities
Assign resources to activities
Assign resources to multiple activities
Assign roles to multiple activities
Perform Critical Path Method (CPM) Scheduling
Run Resource Leveling
Summarize a project
Perform Multi-project Scheduling, Leveling, Applying Actuals,
Summarizing
Perform Top down estimation
Assign activity code values
View activity notebook topics
Interactive Gantt Chart
Neck Gantt Chart bars to display non-work time
Display a third bar in the Gantt Chart
Configurable Gantt Chart (bar labels and colors)
Display Gantt Chart Progress Line
Calendar View
Create Custom Filters
View Activity NetworkTrace Logic diagrams
Activity Usage Histogram spread using Late/Early dates
View Timescale Logic Diagrams
Import OBS Assignment from MM into PM
Costs and Units Link Support in MM
XML export and import contains Financial Periods
XML export and import contains Layout and Filter information
Non-Work Time displayed in Gantt Chart
Hide Empty grouping bands in Gantt Chart
Update Future Period Buckets
Update Future Period Buckets in the baseline
Toolbar Customisation
Calculate float based on opened projects
Increased of Filter definitions
Financial Periods available for any timescale
Specify Hours Per Time Period based on Calendar
EXECUTING
Update activity dates
Update remaining units or percent complete (%)
Update activity steps & step UDFs
Update activity notebook topics
Update resource assignment details
Update resource assignment actual units
Update Actual Units for Overhead Codes
Update Expenses
Update Notebook Topics
Progress Spotlight
Create Project Risks
View Project Risks
Project Issues
Create/View Project Issues
Configurable Issues Portlet
Issues Graphics
Email notification about Project Issues
CONTROLLING
Review, Approve or Reject Timesheets
Perform Period Closeout
Baselines
Create Unlimited Baselines
Partial Baseline Update
Select Project Baseline
Copy baseline
Create Reflection Projects with a Single Click (what-if)
Review and Select Changes to Merge into Source Project
Run Schedule Analyzer
Float Path Analysis
Define and Monitor Thresholds
Analyze resource usage at the project level
Create and save Activity Layouts/Views
Project-level Layouts/Views
User Layouts/Views
Global Layouts/Views
Multi-user Layouts/Views
Administer Reports and Layouts
View Published Reports and Layouts
Multiple Subject Area Reporting
GENERAL
Administer Activity Code Dictionary
Run Global Changes
View Microsoft ProjectLink (Toolbar in MSP) projects
Project Check In / Check Out
Import / Export from Excel
Undo
Grouping & Sorting, more options (Issues, Statistics, Activity List
Views)
Run Reports on the Web
Audit Trail of Multiple Timesheet Approvals
Easy Tracking of re-submitted Timesheets
New Action Required Filter
New Email Notifications
Improved Search for Timesheet Approvers
Standardization of Functionality across the Web and Client/Server
Team Member updates (Add new tasks, approver for steps within
Project Initiation and Project Processes)
Activity Code Dictionary
Past Period Actuals x
Workflow
Functionality
Project
Management
Primavera Web
Administer Project Request Templates
Administer Project Process Templates
Administer Template Categories
Administer Workflow Recipients
Initiate New Project Request
Initiate Project Process
Initiate Document Approval Review Cycles
Automatic distribution to decision makers
Action Required portlet notifications
Email notifications
View ApprovalRejection User & Date Stamps
Document Management
Functionality
Project
Management
Primavera Web Timesheets
Manage Work Products & Documents
Upload / Download documents
Check in / check out documents
Manage Versions of documents
View History of document usage
Manage personal documents
Administer hierarchical document folder structure
Perform full text searching of documents
Relate documents to other documents
Relate documents to issues
Relate documents to events
Relate documents to discussions
Relate documents to project WBS and activities
Store documents in team workspaces
Initiate Document Approval Review Cycles
Set document security policy
Collaboration
Functionality
Project
Management
Primavera Web
Manage Personal Workspace
Manage Project Workspaces
Project Team Workgroups
Manage Invited Users
Communication Center
Discussion Threads
Project Events
Project Discussions
Project News
Alerts - Document and Workflow
Project Calendar
Email Integration for Notifications
External Custom Portlets
Resource Management
Functionality
Project
Management
Methodology
Management
Primavera Web Timesheets
Forecasting & Capacity Planning
Assign resources to Projects & WBS for forecasting
Assign roles to Projects & WBS for forecasting
Forecast resource usage by period into Spreadsheet
(by week, month, quarter, or year)
Forecast role usage by period into Spreadsheet (by
week, month, quarter, or year)
Allocate resource to project by %
View high-level resource/role planning data
Use Excel-like data input on Spreadsheet
Display Allocation Limit on Resource/Role Usage
Histogram as a reservation
Use Capacity Planning tab (in Portfolios) to view role
usage for Portfolio
View role capacity (Limit) based on contributing
Primary Resources
View role capacity (Limit) based on custom entry
Drag & Drop project Forecast bars & shift role
demand against capacity
View role usage in graphical formats:
Spreadsheet
Stacked Histogram
Net Availability
Add LAG to template projects
Staffing
Assign labor resources
Assign nonlabor resources
Assign material resources
Assign roles
Generate notification of new resource requests
Assign resources by role
Resource search form to staff open request by:
Role and Proficiency
Resource
Resource Code
Resource Availability
Model resource/role assignment using Curves
Model resource/role assignment using manual Curve
(future period editing)
Email notification upon assigning a resource
Perform Resource Leveling
Resource/Role Analysis
View resource allocation across multiple projects
View histogram and spreadsheet by resource code
View stacked histograms by resource, role or code.
View Resource Graphics (Pie, Area Charts, Stacked
Histograms)
View Resource overallocation indicators
General
Adminster resource calendars
Assign resource codes to resources
Perform Timesheet Approval
Assign delegate approver
Administer Global and user specific resource teams
Restrict Hours per day entered into a Timesheet
Administer Global and user specific role teams
Portfolio Management
Functionality
Project
Management
Primavera Web
Portfolio Definition & Analysis
Create unlimited personal & shared Portfolios
Create Portfolios with dynamic content refresh
Create configurable, savable Portfolio Views
Generate graphical formats for Portfolio Views:
Scorecards (formerly Statistics)
Histograms
Stacked Histograms
Bubble Charts
Pie Charts
Create new projects or requests directly into Portfolio Scorecard
Edit portfolio data within Scorecard View
(Codes, UDFs, etc)
Format Views by quick dropdown Grouping
Format Views by column-click Sorting
View side-by-side Portfolio comparisons
View multi-tabbed, configurable Dashboards
Project Gantt Chart available in Dashboards
Define user access list for Dashboards
Display Portfolio Views as Dashboard Portlets
Drill through graphical Views to tabular data
Insert Font and Font Size in Activity Table
Activity Details windows
View ROI data
Portfolio Value & Performance Assessment
View manually-driven Project level R-Y-G indicators (UDFs)
View data-driven cost, schedule, EV performance
R-Y-G indicators
View & Tailor formula-driven R-Y-G indicators
(UDFs with algebraic operations, boolean logic and IF, THEN, ELSE
statements)
Select R-Y-G indicator icon colors and shapes
Tailor R-Y-G indicator summary calculations
(min, max, avg, sum, etc)
View weighted, composite Project Scoring
(driven by Code values)
Drill Down to Activity & Assignment details that drive performance data
View data-driven text-based Executive Summary
View issues for all projects within a portfolio
View risks for all projects within a portfolio
View Portfolio Gantt Chart
View time-phased cost or units histograms/curves
Launch Project Workspace or other details from Portfolios
What-if Scenarios & Optimization
Use manual Select / De-Select Checkbox for what-if analyses
Perform constraint-based Waterline optimization to force rank projects
Save Waterline results as new Portfolio
Create Portfolio Scenarios
Apply Portfolio Views to Scenarios
Create notes for Scenarios
Send Email notification for Scenarios
Define user access list for Scenarios
Reporting & Analytics
Functionality
Project
Management
Primavera Web
Administrative
Run batch reports
Secure ability to create, modify, and run reports
Internal Report Editor
Create unlimited new reports
Modify standard reports
Run reports
Internal Report Wizard
Create unlimited new reports
Modify standard reports
Run reports
Project Web Site
Create project website including determine content
Publish project website
View project Web site
3rd Party Reporting - via Application Programming Interface
Extend reporting capabilities beyond native tools
Primavera Web - Dashboards and Portfolio Views
***See Portfolio tab for detailed funcationality list
Reporting Data Warehouse
Operational Data Store for "day to day" reporting
Project Star Schema for business intelligence
Support for Third Party Reporting Tools
Trends Analysis with periodic historical snapshots
Platform independent (Oracle, SQL)
Local language support
Cost Management
Functionality
Cost
Management
Primavera Web Timesheets
GLOBAL
Multiple Project Rollups
Period Based
Fiscal Calendar
Rolling Wave (ie. EV in weeks)
Rate Tables (unlimited)
Complex Rating
Labor and Non-Labor Resources
Indirect Factors
Comprehensive Burden Templates
Escalations/De-escatations Profiles
Performing Organization (OBS)
PROJECT LEVEL DATA
Bases (unlimited)
WBS and Activities
Control Accounts
Assigned Organizations
Baseline Resource Assig. and Estimated Units w/
Org
Industry standard activity EV techniques
Calculated Budgets (Baseline, ETCs, What-ifs, etc.)
Charge Codes
Actual Cost Data - unit from timesheets
ETC Resource Assig. and Estimated Units
Activity Codes (for alternate Layouts)
Threshold/Issue Management
Powerful Forecasting (multiple scenarios)
ACCOUNTING INTEGRATION
Actual Cost Data (from accounting system)
Interface with all industry accouting systems
REPORTING (enterprise and project level)
Tabluar reports
Government (Format 1-5, CSS/R)
Project Status
Organizations
Forecasts
Actual costs
Proposed modifications to the baseline
Commitments
Graphical Reports
Indices
Variance
Overview
Usage Profiles
OLAP cube (pivot table style reporting)
Multi - level
Control Account

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Primavera P6 7.0 Functionality Matrix

  • 1. Primavera Features Matrix Version 4.1 Primavera P6 7.0 Functionality MatrixVersion 7.0 delivers role-based interfaces to allow you to distribute the correct functionality to the appropriate members of the project team. Each module in the Primavera suite has been designed with specific project stakeholders in mind. Leveraging all current and emerging technologies, data entry and analysis is deployed in a way that best suites the needs of each stakeholder and is stored in Primavera’s project and resource repository to ensure the most accurate and up-to-date information for all tactical and strategic decisions. This matrix has been complied to assist the effort in determining which modules should be deployed to each stakeholder. Using this matrix against a thorough review of current and desired project and resource management processes will provide an excellent start in consideration of Primavera role out. Oracle_Primavera_P6_7_Feature_Matrix.xls Page 1 of 10
  • 2. Administration Functionality Project Management Primavera Web Administer Users Administer Security Administer Admin Preferences Administer Admin Categories Administer Currency Administer Enterprise Project Structure (EPS) Administer Organizational Breakdown Structure (OBS) Administer Resource Breakdown Structure (RBS) Administer Role Dictionary Administer User-Defined Fields Project Level - Formual driven Project Level - Manual All other subject areas (activity, resource, steps etc) Administer Project Portfolios Administer Resource and Role Teams Administer Project Code Dictionary Designate Secure Codes Weighted Project Codes and Values (Project Score) Administer Resource Code Dictionary Administer Activity Code Dictionary EPS Level Activity Codes Create Activity Codes on the fly Administer Issue Code Dictionary Create Issue Forms
  • 3. Project Management Functionality Project Management Methodology Management Primavera Web Timesheets INITIATING Request new project via workflow form Create new projects using templates via Project Architect Project Import / Export (MPP,MPX,XLS,XER,P3) Project Import / Export XML format Export to P6 v5.0 format Import/Export XML for MS Project 2007 Assign project code values Improved Feedback and Communication Activity ID Renumbering PLANNING Open multiple projects at once Multiple Project View Create a Work Breakdown Structure (WBS) Administer WBS details (Milestones, Budget, EV techniques) Create activities Import new activities from MS Excel WBS level Summary Activity Create activity steps Create relationships between activities Create cross-project relationships View activity relationships Assign constraints to activities Assign roles to activities Assign resources to activities Assign resources to multiple activities Assign roles to multiple activities Perform Critical Path Method (CPM) Scheduling Run Resource Leveling Summarize a project Perform Multi-project Scheduling, Leveling, Applying Actuals, Summarizing Perform Top down estimation Assign activity code values View activity notebook topics Interactive Gantt Chart Neck Gantt Chart bars to display non-work time Display a third bar in the Gantt Chart Configurable Gantt Chart (bar labels and colors) Display Gantt Chart Progress Line Calendar View Create Custom Filters View Activity NetworkTrace Logic diagrams Activity Usage Histogram spread using Late/Early dates View Timescale Logic Diagrams Import OBS Assignment from MM into PM Costs and Units Link Support in MM XML export and import contains Financial Periods XML export and import contains Layout and Filter information Non-Work Time displayed in Gantt Chart Hide Empty grouping bands in Gantt Chart Update Future Period Buckets Update Future Period Buckets in the baseline Toolbar Customisation Calculate float based on opened projects Increased of Filter definitions Financial Periods available for any timescale Specify Hours Per Time Period based on Calendar EXECUTING Update activity dates Update remaining units or percent complete (%) Update activity steps & step UDFs Update activity notebook topics Update resource assignment details Update resource assignment actual units Update Actual Units for Overhead Codes Update Expenses Update Notebook Topics Progress Spotlight Create Project Risks View Project Risks Project Issues Create/View Project Issues Configurable Issues Portlet Issues Graphics Email notification about Project Issues CONTROLLING Review, Approve or Reject Timesheets Perform Period Closeout Baselines Create Unlimited Baselines Partial Baseline Update Select Project Baseline Copy baseline Create Reflection Projects with a Single Click (what-if) Review and Select Changes to Merge into Source Project Run Schedule Analyzer Float Path Analysis Define and Monitor Thresholds Analyze resource usage at the project level Create and save Activity Layouts/Views Project-level Layouts/Views User Layouts/Views Global Layouts/Views Multi-user Layouts/Views Administer Reports and Layouts View Published Reports and Layouts Multiple Subject Area Reporting GENERAL Administer Activity Code Dictionary Run Global Changes View Microsoft ProjectLink (Toolbar in MSP) projects Project Check In / Check Out Import / Export from Excel Undo Grouping & Sorting, more options (Issues, Statistics, Activity List Views) Run Reports on the Web Audit Trail of Multiple Timesheet Approvals Easy Tracking of re-submitted Timesheets New Action Required Filter New Email Notifications Improved Search for Timesheet Approvers Standardization of Functionality across the Web and Client/Server Team Member updates (Add new tasks, approver for steps within Project Initiation and Project Processes) Activity Code Dictionary Past Period Actuals x
  • 4. Workflow Functionality Project Management Primavera Web Administer Project Request Templates Administer Project Process Templates Administer Template Categories Administer Workflow Recipients Initiate New Project Request Initiate Project Process Initiate Document Approval Review Cycles Automatic distribution to decision makers Action Required portlet notifications Email notifications View ApprovalRejection User & Date Stamps
  • 5. Document Management Functionality Project Management Primavera Web Timesheets Manage Work Products & Documents Upload / Download documents Check in / check out documents Manage Versions of documents View History of document usage Manage personal documents Administer hierarchical document folder structure Perform full text searching of documents Relate documents to other documents Relate documents to issues Relate documents to events Relate documents to discussions Relate documents to project WBS and activities Store documents in team workspaces Initiate Document Approval Review Cycles Set document security policy
  • 6. Collaboration Functionality Project Management Primavera Web Manage Personal Workspace Manage Project Workspaces Project Team Workgroups Manage Invited Users Communication Center Discussion Threads Project Events Project Discussions Project News Alerts - Document and Workflow Project Calendar Email Integration for Notifications External Custom Portlets
  • 7. Resource Management Functionality Project Management Methodology Management Primavera Web Timesheets Forecasting & Capacity Planning Assign resources to Projects & WBS for forecasting Assign roles to Projects & WBS for forecasting Forecast resource usage by period into Spreadsheet (by week, month, quarter, or year) Forecast role usage by period into Spreadsheet (by week, month, quarter, or year) Allocate resource to project by % View high-level resource/role planning data Use Excel-like data input on Spreadsheet Display Allocation Limit on Resource/Role Usage Histogram as a reservation Use Capacity Planning tab (in Portfolios) to view role usage for Portfolio View role capacity (Limit) based on contributing Primary Resources View role capacity (Limit) based on custom entry Drag & Drop project Forecast bars & shift role demand against capacity View role usage in graphical formats: Spreadsheet Stacked Histogram Net Availability Add LAG to template projects Staffing Assign labor resources Assign nonlabor resources Assign material resources Assign roles Generate notification of new resource requests Assign resources by role Resource search form to staff open request by: Role and Proficiency Resource Resource Code Resource Availability Model resource/role assignment using Curves Model resource/role assignment using manual Curve (future period editing) Email notification upon assigning a resource Perform Resource Leveling Resource/Role Analysis View resource allocation across multiple projects View histogram and spreadsheet by resource code View stacked histograms by resource, role or code. View Resource Graphics (Pie, Area Charts, Stacked Histograms) View Resource overallocation indicators General Adminster resource calendars Assign resource codes to resources Perform Timesheet Approval Assign delegate approver Administer Global and user specific resource teams Restrict Hours per day entered into a Timesheet Administer Global and user specific role teams
  • 8. Portfolio Management Functionality Project Management Primavera Web Portfolio Definition & Analysis Create unlimited personal & shared Portfolios Create Portfolios with dynamic content refresh Create configurable, savable Portfolio Views Generate graphical formats for Portfolio Views: Scorecards (formerly Statistics) Histograms Stacked Histograms Bubble Charts Pie Charts Create new projects or requests directly into Portfolio Scorecard Edit portfolio data within Scorecard View (Codes, UDFs, etc) Format Views by quick dropdown Grouping Format Views by column-click Sorting View side-by-side Portfolio comparisons View multi-tabbed, configurable Dashboards Project Gantt Chart available in Dashboards Define user access list for Dashboards Display Portfolio Views as Dashboard Portlets Drill through graphical Views to tabular data Insert Font and Font Size in Activity Table Activity Details windows View ROI data Portfolio Value & Performance Assessment View manually-driven Project level R-Y-G indicators (UDFs) View data-driven cost, schedule, EV performance R-Y-G indicators View & Tailor formula-driven R-Y-G indicators (UDFs with algebraic operations, boolean logic and IF, THEN, ELSE statements) Select R-Y-G indicator icon colors and shapes Tailor R-Y-G indicator summary calculations (min, max, avg, sum, etc) View weighted, composite Project Scoring (driven by Code values) Drill Down to Activity & Assignment details that drive performance data View data-driven text-based Executive Summary View issues for all projects within a portfolio View risks for all projects within a portfolio View Portfolio Gantt Chart View time-phased cost or units histograms/curves Launch Project Workspace or other details from Portfolios What-if Scenarios & Optimization Use manual Select / De-Select Checkbox for what-if analyses Perform constraint-based Waterline optimization to force rank projects Save Waterline results as new Portfolio Create Portfolio Scenarios Apply Portfolio Views to Scenarios Create notes for Scenarios Send Email notification for Scenarios Define user access list for Scenarios
  • 9. Reporting & Analytics Functionality Project Management Primavera Web Administrative Run batch reports Secure ability to create, modify, and run reports Internal Report Editor Create unlimited new reports Modify standard reports Run reports Internal Report Wizard Create unlimited new reports Modify standard reports Run reports Project Web Site Create project website including determine content Publish project website View project Web site 3rd Party Reporting - via Application Programming Interface Extend reporting capabilities beyond native tools Primavera Web - Dashboards and Portfolio Views ***See Portfolio tab for detailed funcationality list Reporting Data Warehouse Operational Data Store for "day to day" reporting Project Star Schema for business intelligence Support for Third Party Reporting Tools Trends Analysis with periodic historical snapshots Platform independent (Oracle, SQL) Local language support
  • 10. Cost Management Functionality Cost Management Primavera Web Timesheets GLOBAL Multiple Project Rollups Period Based Fiscal Calendar Rolling Wave (ie. EV in weeks) Rate Tables (unlimited) Complex Rating Labor and Non-Labor Resources Indirect Factors Comprehensive Burden Templates Escalations/De-escatations Profiles Performing Organization (OBS) PROJECT LEVEL DATA Bases (unlimited) WBS and Activities Control Accounts Assigned Organizations Baseline Resource Assig. and Estimated Units w/ Org Industry standard activity EV techniques Calculated Budgets (Baseline, ETCs, What-ifs, etc.) Charge Codes Actual Cost Data - unit from timesheets ETC Resource Assig. and Estimated Units Activity Codes (for alternate Layouts) Threshold/Issue Management Powerful Forecasting (multiple scenarios) ACCOUNTING INTEGRATION Actual Cost Data (from accounting system) Interface with all industry accouting systems REPORTING (enterprise and project level) Tabluar reports Government (Format 1-5, CSS/R) Project Status Organizations Forecasts Actual costs Proposed modifications to the baseline Commitments Graphical Reports Indices Variance Overview Usage Profiles OLAP cube (pivot table style reporting) Multi - level Control Account