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P6 Resource Management in the web

Date post: 21-Feb-2017
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Management on the Web

Eileen Schurmann PGBU Sales Consultant

Oracle Confidential – Internal/Restricted/Highly Restricted

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Oracle Confidential – Internal/Restricted/Highly Restricted 3

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Three Themes

Powerful

Simple

Visibility

Oracle Confidential – Internal/Restricted/Highly Restricted 4

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Who is using the web today for Resource Management?

Oracle Confidential – Internal/Restricted/Highly Restricted 5

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Powerful

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Tab - Administration

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Tab – Resource and Role Teams

Oracle Confidential – Internal/Restricted/Highly Restricted 8

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Portfolio Tab – Resource Capacity Planning

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Assignments

Oracle Confidential – Internal/Restricted/Highly Restricted 10

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

How is Resource Assignments better in Web?

• Filters across ALL resource assignments, not just opened

• Save different views

• View Resource Calendar

• Gantt Chart view

BUCKET PLANNING NOW AVAILABLE IN WEB!!!!

Oracle Confidential – Internal/Restricted/Highly Restricted 11

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Assignments – Team View

Oracle Confidential – Internal/Restricted/Highly Restricted 12

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Assignments – Open Staffing

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Assignments - Upcoming Work Look Ahead

Oracle Confidential – Internal/Restricted/Highly Restricted 14

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Assignments – View Calendar

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Assignments - VERY Customizable

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Assignments - Advanced Filtering

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Assignmetns - Save and share Views

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

DEMO

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Simple

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Assignments – Easy multi-assign

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Activities Screen – Easy multi-assign

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Activities Screen – Easy multi-assign

Oracle Confidential – Internal/Restricted/Highly Restricted 23

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Staffing

Oracle Confidential – Internal/Restricted/Highly Restricted 24

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Dashboards – Open Requests for Resources Portlet

Create Resource Request or Assign Role on Project

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Dashboards – Open Requests for Resources Portlet

Open Requests for Portal configured to view Role Team including UI Designer Technical

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Dashboards – Open Requests for Resources Portlet

Search for resources that have some or all of the required criteria. May also search on any of the criteria

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Dashboards Tab – Open Requests for Resources Portlet

Results come back with a score based on post assignment availability as well as a calendar showing pre-assignment availability

Resource may be immediately assigned or search may be conducted again

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

DEMO

Oracle Confidential – Internal/Restricted/Highly Restricted 29

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Visibility

Oracle Confidential – Internal/Restricted/Highly Restricted 30

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Analysis Charts

Oracle Confidential – Internal/Restricted/Highly Restricted 31

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Analysis - See a resource is overallocated…

Oracle Confidential – Internal/Restricted/Highly Restricted 32

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Analysis - Drill in to see what projects…

Oracle Confidential – Internal/Restricted/Highly Restricted 33

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Resource Analysis - Drill in further to see what tasks

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Project Team Usage - single or all projects

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

BI Publisher Reporting

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

BI Publisher – Embedded in P6 Web

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

BI Publisher – Schedule reports to run

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

BI Publisher – Flexible Formats

PDF Flash

HTML Text

Excel CSV

PowerPoint XML

RTF

Oracle Confidential – Internal/Restricted/Highly Restricted 39

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

BI Publisher - Limit Line Displays actual units, remaining units, over allocated units, and limit for a Resource. Two templates included.

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

BI Publisher - Resource Allocation by Project

Displays a stacked histogram that shows effort (in hours) for selected resources, stacking bars by project within the start and end date ranges.

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

BI Publisher - Resource Stacked Histogram

Displays a stacked histogram that shows effort (in hours) for selected resources, stacking bars by resource within the start and end date ranges.

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

BI Publisher - Activity Resource Assignments Lists resources assigned to each activity in the selected projects. Information includes start and finish

dates along with duration.

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

BI Publisher - FTE (Headcount) Displays a list of roles assigned to the selected project(s) along with the amount of time-phased

effort for each role, in full time equivalents, for the specified date range.

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

BI Publisher - Resource Code Assignments Displays a list all resource codes and resource code values along with the resources assigned to each

code value.

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

DEMO

Oracle Confidential – Internal/Restricted/Highly Restricted 46

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Three Themes

Powerful

Simple

Visibility

Oracle Confidential – Internal/Restricted/Highly Restricted 47

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 49


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