Learn Oracle Primavera P6 EPPM R8 in 10 Mins
Summary
TLDRIn this 10-minute demo, Peter Smith from valantic introduces Oracle Primavera P6 EPM, guiding viewers through the project life cycle from initiation to closing. The software streamlines project initiation, portfolio analysis, capacity planning, and strategic alignment. It offers a flexible scheduling engine, resource management, and analytical tools for quality assessment. Oracle Primavera P6 also supports execution tracking, issue management, and real-time reporting for enterprise-wide visibility. The demo concludes with an invitation to explore valantic's consulting services for strategic assessments, implementation, and training.
Takeaways
- 📝 Oracle Primavera P6 EPM is a project management software that follows the project life cycle from initiation to closing.
- 📋 The software uses a project initiation form to capture key project information, which includes strategic program costing and resource needs.
- 🔍 Workflow approval processes are utilized for initiating phase to ensure projects align with corporate strategies.
- 📊 Oracle Primavera P6 provides portfolio analysis and capacity planning to forecast resource needs for potential projects.
- 🛠️ The activity screen is a familiar interface for schedulers, allowing easy data entry with the WBS and milestones.
- 🔄 The scheduling engine is flexible and powerful, suitable for both complex and simple project schedules.
- 📈 Resource assignment can be done bottom-up, with the ability to search for specific resources based on role and proficiency.
- 📊 The team usage chart in Oracle Primavera P6 offers a visual representation of resource usage on a project.
- 📝 Resource allocation can be analyzed in detail using the resource analysis module, which includes stacked histograms and pie charts.
- 📊 The planning resources module allows for a top-down approach to resource assignment and can be exported to a spreadsheet.
- 🔒 During project execution, Oracle Primavera P6 tracks issues, documents, and risks in a project-centric workspace.
- 📊 Dashboards and reports in Oracle Primavera P6 provide real-time graphical displays for project monitoring and early warning indicators.
- 📚 Oracle's Business Intelligence Publisher comes with standard reports for portfolio, project, and detailed levels, including earned value.
- 🔄 Post-project completion, Oracle Primavera P6 allows saving project templates for lessons learned and accurate archival of project information.
- 🔧 Valantic offers consulting services for strategic assessments, implementation, process optimization, change management, and training in various formats.
Q & A
Who is presenting the Oracle Primavera P6 EPM demo?
-The presenter of the Oracle Primavera P6 EPM demo is Peter Smith from Valantic.
What is the purpose of the project initiation form in Oracle Primavera P6?
-The project initiation form in Oracle Primavera P6 is used to initiate projects by filling in key information related to the project's strategic program, costing, and resource needs, which is then passed through a workflow approval process.
How does Oracle Primavera P6 help in aligning projects with corporate strategies?
-Oracle Primavera P6 allows users to view their projects across the portfolio and assess how they strategically align with corporate strategies through a graphical view or a scorecard fashion.
What is the significance of capacity planning in the initiating phase of a project in Oracle Primavera P6?
-Capacity planning in the initiating phase helps determine the number of people and types of roles needed to take on the projects, allowing users to forecast the capacity needs for potential projects.
What is the role of the activity screen in scheduling within Oracle Primavera P6?
-The activity screen is where users enter most of their data, including the work breakdown structure (WBS), milestones, and different activities, making it easy to input information into the project schedule.
How does Oracle Primavera P6 handle the scheduling engine?
-Oracle Primavera P6's scheduling engine is flexible and powerful, suitable for both highly complex large schedules with thousands of activities and smaller, simpler schedules.
What features does Oracle Primavera P6 offer for analyzing the quality of a schedule?
-Oracle Primavera P6 offers features such as 'check schedule' which allows running analytical schedule features to analyze the quality of the schedule based on predefined thresholds like logic negative lag, positive lag, etc.
How does resource assignment work in Oracle Primavera P6?
-Resource assignment in Oracle Primavera P6 involves selecting an activity and either rolling the resource, searching for a resource, or requesting a resource based on their role and proficiency.
What tools does Oracle Primavera P6 provide for resource usage analysis?
-Oracle Primavera P6 provides tools like the team usage chart, resource analysis module, and planning resources module to analyze resource usage in various formats such as stacked histogram, pie chart, or area chart.
How does Oracle Primavera P6 support tracking project progress and information during the executing phase?
-Oracle Primavera P6 supports tracking project progress and information through a project-centric workspace that includes tracking issues, documents, and risks, as well as progress updates via a to-do list or timesheet manner.
What reporting and dashboard features does Oracle Primavera P6 offer for real-time information viewing?
-Oracle Primavera P6 offers dashboards and reports that allow for real-time information viewing in a graphical display, providing early warning indicators and visibility across the entire enterprise. It also includes Oracle's Business Intelligence Publisher with standard out-of-the-box reports.
What types of consulting and technical services does Valantic offer for Oracle Primavera P6?
-Valantic offers consulting services including strategic consulting for assessments, developing requirements for project systems, and developing roadmaps for growth opportunities. They also provide implementation services such as process optimization, change management, user adaptation, software installation, and various training options. Additionally, they offer technical services like ERP system integration, cloud management, and development of custom apps and interfaces.
How can one reach out to Valantic for more information on Oracle Primavera P6 or their services?
-To reach out to Valantic for more information on Oracle Primavera P6 or their consulting services, one can visit their website at www.valantic.com or use the link provided in the description below.
Outlines
🚀 Oracle Primavera P6 EPM Overview and Project Initiation
In the first paragraph, Peter Smith from Valantic introduces a 10-minute demo of Oracle Primavera P6 EPM, an enterprise project management software. The demo agenda follows the project life cycle, starting from initiation to planning, execution, control, and closing. The software utilizes a project initiation form for capturing key project details, including strategic alignment, costing, and resource needs, which are then passed through a workflow approval process. The demo also showcases how to view and analyze projects within a portfolio, capacity planning, and scenario planning to select the right mix of projects to proceed with. The paragraph concludes with an introduction to the activity screen, which is central to data entry in the software, and the basic scheduling engine's capabilities.
📊 Advanced Scheduling and Resource Management in Oracle Primavera P6
The second paragraph delves into the advanced features of Oracle Primavera P6 for scheduling and resource management. It describes how to organize projects within an enterprise structure and enter data into the activity screen using the work breakdown structure (WBS) and milestones. The paragraph highlights the flexibility and power of the scheduling engine, which can handle both complex and simple schedules. It also covers how to edit information from the Gantt chart, create custom views, and use analytical features like 'check schedule' for quality analysis based on predefined thresholds. The resource assignment process is explained, including bottom-up planning, resource selection, and assignment, along with cost calculation based on resource rates. The paragraph also introduces the team usage chart for visualizing resource allocation and the resource analysis module for a detailed view of resource usage across projects. It concludes with information on the executing phase, including tracking project information, progress updates, and the use of dashboards and reports for real-time information visibility and collaboration.
Mindmap
Keywords
💡Oracle Primavera P6 EPM
💡Project Life Cycle
💡Workflow Approval
💡Portfolio
💡Capacity Planning
💡What-if Planning
💡Work Breakdown Structure (WBS)
💡Scheduling Engine
💡Resource Allocation
💡Earned Value
💡Dashboards and Reports
💡Business Intelligence Publisher
Highlights
Introduction to Oracle Primavera P6 EPM and the 10-minute demo by Peter Smith from valantic.
Overview of the project life cycle stages covered in the demo: initiating, planning, executing, controlling, and closing.
Use of a project initiation form for capturing key project information and strategic program costing and resource needs.
Workflow approval process for project initiation and alignment with corporate strategies.
Graphical view and scorecard for portfolio analysis and strategic alignment.
Capacity planning for new projects and resource forecasting across the portfolio.
What-if scenario planning for project start and end dates and filters by different user types.
Organization of projects in an Enterprise project structure and scheduling with the activity screen.
Familiarity of the activity screen with schedulers, including WBS, milestones, and activity relationships.
Basic scheduling engine functionality of Oracle Primavera P6 for creating and managing project schedules.
Customization of views and filters for project analysis tailored to user needs.
Advanced scheduling features like check schedule for analytical schedule quality assessment.
Bottom-up planning approach with resource assignment and allocation.
Team usage chart for visualizing resource allocation and identifying over-allocations.
Resource analysis module for in-depth examination of resource usage and allocation.
Top-down resource planning and allocation at a high level with percentage distribution.
Execution phase tracking of project information, issues, documents, and risks in a project workspace.
Progress tracking and updates through various means like to-do lists, mobile apps, and progress reporters.
Oracle Primavera P6 dashboards and reports for real-time information and early warning indicators.
Customization of corporate dashboards and role-based dashboards for efficient information access.
Oracle's Business Intelligence Publisher for automated reporting and distribution.
Services offered by valantic, including strategic consulting, implementation, process optimization, and training.
Technical services for integration, cloud management, and custom app development.
Contact information for valantic and their consulting services for Oracle Primavera P6.
Transcripts
welcome to learn Oracle Prim Vera P6 EPM
in 10 minutes my name is Peter Smith
with valantic and I will walk you
through the 10-minute demo
today the agenda for the demo will
follow the project life cycle of
initiating phase planning phase
executing control and closing Project
Life
Cycle 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 approval
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 score card fashion
shown in the
bottom in addition to looking at your
portfolio an analysis like this you're
able to look at the capacity planning
needs to take on these initiating
projects how many people and what type
of roles are you going need to fill
these
projects Oracle Prim Vera P6 allows you
to look at all your projects across your
portfolio and forecast the capacity
needs for potential projects and do
Whata if Planning by moving start and
end dates and running filters by
different user types or different what
is scenario planning of your own to pick
the right strategic mix of projects to
move forward forward
[Music]
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 going
to be familiar to a lot of schedulers
with the WBS or work breakdown structure
Milestones the WBS cat 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 Prim Vera P6
Works edit the information from the Gant
chart as
shown or enter the information into the
tabs at the bottom such as the general
tab where you can enter into a plan
duration for
example the scheduling engine 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
userdefined View use 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
scheduler Oracle Prem Vera P6 has
features such as check schedule which
will allow you to run 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 youve
set durations now assigning resources
this is an example of bottomup planning
here of selecting activity and 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 you'll be able
to assign it 100% for the plan duration
of it enter in specific units which will
ultimately calculate an add completion
cost cost based on that resource's
hourly
[Music]
rate take a look at the team usage chart
within P Oracle Prima P6 and you can get
a good view of the resource usage on
your project in histagram
view not only can look at the whole team
but drill into individual resources and
look at their usage see areas that are
overallocated
drill into the
areas not only across this one project
but all the
projects and look at the items and take
corrective action from there or email a
project manager who is in charge of that
resource to do
so if you want to look at items in more
of a task or assignment list you can
view resources and all the activities
they've been assigned to grouped 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 the resource
analysis
module look at resource uses 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 track important project
information such as issues documents and
risk rolled up in a project workspace as
shown here which is Project Centric
[Music]
information track the progress and
collect easy progress updates through
number of means team member tracks it
like a to-do list and is also available
on a mobile
device or track your progress in a time
sheet manner with progress reporter
where you're tracking the hours for each
activity on a daily
basis or email your updates and update
your project conveniently from your
[Music]
outlook Oracle Prim Vera 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
ro-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 Prima P6 comes with oracle's
business intelligence publisher comes
with 38 standard outof thee boox reports
allows you to report the portfolio level
project level and down to the detailed
level
also report on Project's earned
value automate your reports by
scheduling them weekly to rent and email
out your distribution
[Music]
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 Prim Vera P6 or valantis
consulting services for Oracle PR P6
please reach out to us we have
Consulting Services involving strategic
Consulting for assessments developing
requirements for project systems or
developing road maps pointing out
opportunities for growth in areas we
also offer implementation services to
help process optimization change
management user 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 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
[Music]
application if you'd like to contact us
visit us at the web at
www.van.com there's a link in the
description below thank you for watching
I hope this was helpful
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