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Primavera P6 Portlets Index

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    Ten Six Consulting Presents

    Primavera P6 Portlet Index

    A Reference Guide to the P6 Dashboard Portlets

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    Primavera P6 Portlet Index

    2Copyright Ten Six Consulting LLC., 2012. All rights Reserved.

    Contents1.1 Available Portlets .......................................................................................................................... 3

    1.1.1 Schedule Performance Portlet .............................................................................................. 3

    1.1.2 Earned Value Performance Portlet ....................................................................................... 3

    1.1.3 Index Performance Portlet .................................................................................................... 4

    1.1.4 Project Statistics Portlet ........................................................................................................ 4

    1.1.5 Project Health Portlet ........................................................................................................... 5

    1.1.6 Project Notebooks Portlet .................................................................................................... 6

    1.1.7 Project Gantt Chart Portlet ................................................................................................... 6

    1.1.8 Resource Team Summary Portlet ......................................................................................... 7

    1.1.9 Open Requests for Resources Portlet ................................................................................... 8

    1.1.10 Resource Analysis Chart Portlet .......................................................................................... 10

    1.1.11 My Projects Portlet ............................................................................................................. 11

    1.1.12 My Activities Portlet ............................................................................................................ 12

    1.1.13 My Risks Portlet .................................................................................................................. 14

    1.1.14 My Issues Portlet ................................................................................................................. 16

    1.1.15 Communication Center Portlet ........................................................................................... 19

    1.1.16 My calendar ........................................................................................................................ 21

    1.1.17 Portfolio Views Portlets ...................................................................................................... 23

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    Primavera P6 Portlet Index

    3Copyright Ten Six Consulting LLC., 2012. All rights Reserved.

    1.1 Available Portlets1.1.1 Schedule Performance Portlet

    This portlet provides a shorthand project level view that shows symbols for To Date and Forecast at

    Completion summary metrics indicating a projects status based upon threshold values.

    1.1.1.1 Customization Settings for the Schedule Performance Portlet

    1.1.2 Earned Value Performance Portlet

    This portlet provides a shorthand project level view that shows symbols for To Date and Forecast at

    Completion summary metrics for Schedule and Labor Units indicating the earned value status of the

    projects.

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    4Copyright Ten Six Consulting LLC., 2012. All rights Reserved.

    1.1.2.1 Customization Settings for the Earned Value Performance Portlet

    1.1.3 Index Performance Portlet

    This portlet provides a project level summary view of the Schedule Performance Index (SPI), Cost

    Performance Index (CPI) and To Complete Performance Index (TCPI).

    1.1.3.1 Customization Settings for the Index Performance Portlet

    1.1.4 Project Statistics Portlet

    This portlet provides a customizable set of data columns that can be used to show project level data of

    your choosing in the table area.

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    5Copyright Ten Six Consulting LLC., 2012. All rights Reserved.

    1.1.4.1 Customization Settings for the Project Statistics Portlet

    1.1.5 Project Health Portlet

    This portlet provides a pre-compiled narrative of the projects health based upon various indicators in

    the projects current progress to date, actual units and other factors.

    1.1.5.1 Customization Settings for the Project Health Portlet

    Select only, no sub-options for Project Health portlet.

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    6Copyright Ten Six Consulting LLC., 2012. All rights Reserved.

    1.1.6 Project Notebooks Portlet

    This portlet offers Notebook Topics grouped by project. Click on the twisty buttons to see the expanded

    text within the Notebook topic.

    1.1.6.1 Customization Settings for the Project Notebook Portlet

    Select only, no sub-options for Project Notebook portlet.

    1.1.7 Project Gantt Chart Portlet

    This portlet provides a view of the portfolio projects in the form of a simple Gantt chart. It includes a

    tool bar allowing you to open a selected project, filter the project list, modify the columns displayed,

    modify the time scale and print.

    Projects can be expanded using the + button in the ID column to reveal project milestones.

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    7Copyright Ten Six Consulting LLC., 2012. All rights Reserved.

    1.1.7.1 Customization Settings for the Project Gantt Chart Portlet

    Select only, no sub-options for Project Gantt Chart portlet.

    1.1.8 Resource Team Summary Portlet

    This portlet provides a list of the people in the selected resource team. It also lists their role and the

    number of projects to which they are assigned. You can click on the resources name to switch to a

    Usage view and see a histogram or spreadsheet of utilization.

    1.1.8.1 Customization Settings for the Resource Team Summary Portlet

    Select only, no sub-options for Resource Team Summary portlet.

    The resources being displayed in this portlet are controlled by the selected Resource Team. To select

    the team you wish to view, click on the Select a resource team: fields select button.

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    8Copyright Ten Six Consulting LLC., 2012. All rights Reserved.

    1.1.9 Open Requests for Resources Portlet

    This portlet provides a list of open requests for resources (generated by role assignments made within

    projects) that allows a functional manager to replace the request with an appropriately skilled person.

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    9Copyright Ten Six Consulting LLC., 2012. All rights Reserved.

    Clicking on a name in the list will take you to the Resource Staffing page where a resource assignment

    can be made.

    1.1.9.1 Customization Settings for the Open Requests for Resources Portlet

    Select Open Requests for Resources to use this portlet.

    Display:

    All projects will display open requests for all projects in the system.

    Projects based on dashboard filter will use the portfolio or project selected in the dashboards Filter

    by field.

    Organize Options are Role by Project, Project by Role and Role by Project by Project Codes.

    Role Team select your Role Team in this field.

    Project Code select a project code for further grouping using the Role by Project by Project Codes

    option in the Organize field.

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    10Copyright Ten Six Consulting LLC., 2012. All rights Reserved.

    1.1.10 Resource Analysis Chart Portlet

    This chart will display the allocation for the selected resource in the Resource field. Each shade in the

    histogram represents the resources usage on a particular project.

    1.1.10.1 Customization Settings for the Resource Analysis Chart Portlet

    Select Resource Analysis Chart option.

    Chart Type select from Histogram, Stacked Histogram, Area Chart and Pie Chart.

    Display Units or Costs

    Show Limit and/or Allocation Limit

    Display resource allocation: - set the fields with a value in weeks ahead and previous to current data

    date.

    Color Theme Pastel or Primary Colors

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    11Copyright Ten Six Consulting LLC., 2012. All rights Reserved.

    1.1.11 My Projects Portlet

    This portlet displays a list of the projects that meet the criteria set in the customize page. Clicking on

    the projects name will open the project, close any other open projects and then switch the view over to

    the Projects tab.

    1.1.11.1 Customization Settings for the My Projects Portlet

    Select the My Projects portlet.

    Show project where I:

    Have access rights have view access or better to the project

    Am assigned as a resource the resource associated with your login has been assigned to one or more

    activities in the project.

    Am the Project Owner have been selected as the project owner in the Project Owner field of the EPSsGeneral Tab. See fol

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