PRIMAVERA P6 PROJECT MANAGEMENT REFERENCE MANUAL PDF

An experienced primavera scheduler is essential to define a successful activity. Identifying an activity accurately and estimating corresponding planed duration is very important for schedule development. Resources Resources are the primary requirements for any activity. Workforce, equipment and other materials those are necessary to complete the task. Material resources in P6 require the definition of a unit of measure in addition to a standard rate. Labor resources may be trade specific individuals or skills.

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Transferring P3 and P6 Data The PM module can stand alone for project and resource management, or it can be used with Oracle Primavera companion products to manage your project portfolios. It is a multiuser, multiproject system with scheduling and resource control capabilities supporting multi-tiered project hierarchies, resource scheduling with a focus on roles and skills, recording of actual data, customizable views, and user-definable data.

The module is ideal for organizations that need to simultaneously manage multiple projects and support multiuser access across a department or the entire organization. It supports an enterprise project structure EPS with an unlimited number of projects, activities, baselines, resources, work breakdown structures WBS , organizational breakdown structures OBS , user-defined codes, and critical-pathmethod CPM scheduling and resource leveling.

Large-scale implementations for enterprise-wide project portfolio management use it with Oracle or SQL Server as the project database. The PM module also provides centralized resource management. This includes resource timesheet approval and the ability to communicate with project resources who use the Progress Reporter module.

In addition, the module provides integrated risk management, issue tracking, and management by threshold. The tracking feature enables users to perform dynamic cross-project rollups of cost, schedule, and earned value.

Project work products and documents can be assigned to activities and managed centrally. The Report Wizard creates customized reports that extract specific data from its database.

Installed with the PM module, Schedule Comparison also appearing in the PM client user interface as Claim Digger depending on the industry settings you chose during installation compares two projects, or a project and an associated baseline, to determine what data has been added, deleted, or modified from the schedules. Project managers can select, combine, and tailor methodologies to create custom project plans. These customized methodologies can be imported into the Project Management module using the Project Architect wizard and used as templates for new projects.

In this way, your organization can continually improve and refine methodology activities, estimates, and other information with each new project. Progress Reporter Progress Reporter is a Web-based interproject communication and timekeeping system. As a team-level tool for project participants, Progress Reporter helps team members focus on the work at hand with a simple cross-project to-do list of their upcoming assignments. It also provides views of project changes and timecards for manager approval.

Because team members use this module to enter upto-the-minute information about their assignments and record time against their workloads, project leaders can make crucial project decisions with the confidence that they have the most current information possible. P6 Web Access P6 Web Access provides browser-based access to project, portfolio, and resource data across your entire organization.

Every web user can create customized dashboards that provide an individualized and focused view of the specific projects and categories of project data that are most relevant to their role in managing project portfolios, projects, and resources. Project Workspaces and Workgroups extend the model of focused custom data views by enabling designated project team members to create a uniform team view of data that relates to one specific project or to a subset of activities within a project.

P6 Web Access provides access to a wide range of data views and features that enable Web users to manage their projects from initial concept review and approval through to completion. Using P6 Web Services, organizations can share P6 project management data between applications independent of operating system or programming language. It provides access to the schema and to stored procedures that encapsulate business logic.

The SDK must be installed on any computer that needs to integrate with the database. The functionality enables users of MSP and to open and save projects from or to the Project Management module database from within the MSP application. ProjectLink benefits organizations that have a substantial amount of project data stored in MSP but require some users to have the additional functionality and optimized data organization available within P6 applications. Microsoft Project is not currently supported for use with ProjectLink.

This manual guides you through the process of planning and controlling projects using the PM module. Read the first chapter to become familiar with the PPM process, then follow the steps in each successive chapter to build projects and related components, set up codes and documents, manage the resources required to complete the project plan, update projects as work gets underway, and report results throughout the project life cycle.

This manual is organized as follows: Part 1: Overview and Configuration Provides an overview of project portfolio management PPM , simple steps for getting started quickly, and information about the standard layouts you can use to view PM data.

This part also provides a quick tour, including instructions for configuring user preferences. Part 2: Structuring Projects Includes the basics about the enterprise project structure EPS and describes how to set up this structure, add new projects to build the hierarchy, use and navigate the EPS, open existing projects, and define project properties. Oracle Primavera P6 - Project Management 16 Preface Part 3: Implementing the Schedule Describes how to define a set of codes you can use to categorize project activities for organizing, grouping, selecting, and summarizing.

Part 4: Managing the Schedule Describes how to establish baseline plans against which you can track project cost, schedule, and performance data. Use Help to access general information about PM module options, detailed descriptions of windows and dialog boxes, and step-by-step instructions for specific tasks. Choose View, Hint Help, then mouse over a data column or its header to view a short description. Please provide your product serial number when prompted.

Each interaction is logged to help resolve your questions quickly. Periodically, Oracle Primavera randomly monitors technical support requests to ensure that you receive the highest quality support.

All Oracle Primavera products are backed by comprehensive support and training. It also defines the various organization-wide project management roles, explains how these roles can use other P6 applications to achieve their project goals, and provides an overview of the methods used to successfully manage and control projects. Your Role in the Organization Project Management Process Overview Planning, Controlling, and Managing Projects Oracle Primavera software products are designed to support the project management needs of organizations that manage large numbers of projects at one time.

These integrated applications use project portfolio management PPM to support the management needs of project teams in different locations and at varying levels of the organization. This chapter provides an overview of PPM, including typical roles, and presents basic concepts for planning, managing, and controlling your projects. Large businesses typically have hundreds or even thousands of projects underway at one time to create the new products and services that build their future.

These projects cross normal business hierarchies and chains of command, making project portfolio management PPM an organization-wide challenge.

The pressure to complete projects on time, within budget, and maintain a competitive edge, is driving corporations to develop and implement PPM processes. They are moving away from a traditional functional structure to a multi-project organization that must achieve clear, often urgent goals, using limited, shared resources. They need the fastest business payback from those projects to realize potential revenue and increase shareholder equity.

PPM provides comprehensive information on all projects in an organization, from executive-level summaries to detailed plans by project.

Individuals across all levels of the company can analyze, record, and communicate reliable information and make timely informed decisions that support their corporate mission. The following section describes the P6 application audience by roles.

Roles may vary or overlap depending on the organization. They install and maintain the server and client components of the applications. In addition, they manage user access to data and develop and maintain a comprehensive security policy to ensure that PPM data are protected from unauthorized access, theft, or damage. They set and oversee rules governing use of corporate databases, maintain data integrity, and set interoperability standards. They use the Project Management module and the Portfolios section of P6 Web Access to analyze schedule, resource, and cost data across projects.

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Primavera® P6™ Project Management Reference Manual (for ...

This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs All rights reserved. The Programs which include both the software and documentation contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice.

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