Transcript for:
Oracle Primavera P6 Training Notes

welcome to learn Oracle primavera p6 e ppm in 10 minutes my name is Peter Smith with Atlantic and I will walk you through the 10 minute demo today the agenda for the demo will follow a project lifecycle of initiating phase planning phase executing control and closing project lifecycle the software uses a project initiation form to initiate projects where people fill in key information related to the project strategic program costing and resource needs which is passed through a workflow proof during the initiating phase workflow approval process look at your projects across your portfolio and how they strategically align with your portfolio and corporate strategies do it within a graphical view or a scorecard fashion shown in the bottom in addition to looking at your portfolio and analysis like this you're able to look at the capacity plan needs to take on these initiating projects how many people and what type of roles are you need to fill these projects Oracle Primavera p6 allows you to look at all your projects across your portfolio and forecast the capacity needs for potential projects and do what if planning by moving start and end dates and running filters by different user types or different what-if scenario planning of your own to pick the right strategic mix of projects to move forward with organize your projects in an enterprise project structure select the appropriate one and get scheduling the activity screen is where you're going to be entering in a lot of your data the activity screen is really familiar to a lot of schedulers with a WBS for work breakdown structure milestones the WBS categorized in different activities and so on easily enter information into your project schedule by pressing the insert button creating a new activity naming your activity setting a duration for it and then establishing relationships between other activities and scheduling it out this will give you a feel for how the basic scheduling engine of Oracle primavera p6 works edit the information from the Gantt chart as shown or enter the information into the tabs at the bottom such as the general tab where you can enter in a plan duration for example the scheduling ending is very flexible and powerful whether you're working with a highly complex large thousand activity schedule or a smaller simple schedule create columns sort by filters and also create your own user-defined views so you can really look at a project by the way you want to look at it here's an example of a more sophisticated layout where you're comparing the schedule and the baseline and if you're a really savvy schedule Oracle primavera p6 has features such as check schedule which will allow you to run an analytical schedule features and really get some analysis on the quality of your schedule based on some thresholds you define within the system such as logic negative lag positive lag and so on now building your schedule here you set durations now assigning resources this is an example of bottom-up planning here a selecting activity in selecting either roll resource or search or request a resource as shown here requesting a resource allows you to search for specific resources based on their role and proficiency once you've loaded in your resources you'll be able to see in your assignment tabs all the resources that are assigned to this and then be able to assign it a hundred percent for the planned duration of it enter in specific units which will ultimately calculate and a completion cost based on that resources hourly rate take a look at the team usage chart within Pete Oracle Primavera p6 and you can get a good view of the resource usage on your project in a histogram view now we can look at a whole team for drill into individual resources and look at their usage see areas that are over allocated drill into the areas not only across this one project with all the projects and look at the items and take corrective action from there or email a project manager who is in charge that resource to do so if you want to look at items more of a task or assignment list you can he resources and all the activities they've been assigned to groups by resource shown here and on the right the hours per week in which they're allocated take a real analytical look at the resource allocation with a resource analysis module look at resource usage in a stacked histogram or pie chart area to get a good idea of where resources are spending their time and then take corrective action if needed to plan resources out in the planning resources module you can take more of a top-down approach by selecting a project and assigning a resource at a high level as a percentage of their time allocated to this or across the life of the project you can also export this view to a spreadsheet during the executing phase of your project tract important project information such as issues documents and risk rolled up in a project workspace as shown here which is project centric information track the progress and collect easy progress updates through a number of means team member tracks like a to-do list and is also available on a mobile device for track your progress and a timesheet manner with progress reporter where you're tracking the hours for each activity on a daily basis for email your updates and update your project conveniently from your outlook Oracle primavera p6 dashboards and reports allow you to roll up information and view it real time in a graphical display this will allow you to get early warning indicators of projects and have visibility across your entire enterprise take these reports print them out and bring them to meetings as well for easy collaboration you can have corporate dashboards as shown here and you can easily customize your corporate dashboards role-based dashboards are available for each user with specific information to the projects they are working on hyperlinks to their specific projects allow for efficient access to information that is close to them Oracle Primavera p6 comes with Oracle's business intelligence publisher comes with 38 standard out-of-the-box reports allows you to report the portfolio level project level and down to the detailed level also report on projects earned value automate your reports by scheduling them weekly to rent an email at your distribution list once your project is complete save it as a template for lessons learned and accurate archival of project information if you'd like to learn more about Oracle Primavera p6 or volantis consulting services for Oracle Primavera p6 please reach out to us we have consulting services involving strategic consulting for assessments developing requirements for project systems or developing roadmaps pointing out opportunities for growth in areas we also offer implementation services to help process optimization change management easier adaptation installation of the software as well as training on-site training virtual training and training on-demand so you can train at your convenience also a wide variety of technical services such as integration into erp systems cloud management and development of custom apps and custom interfaces for you to help you be successful with your application if you'd like to contact us visit us at the web at you