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Page 1: Primavera P6 Capabilities
Page 2: Primavera P6 Capabilities

Primavera P6 ­ Statement of Capability Page 1 of 21

Primavera 6.0 (P6™) Capability Summary Primavera P6 is the most powerful, easy­to­use project and program management solution

available today. It lets you manage projects of all types and sizes – anytime, anywhere.

P6 is faster, easier to use, and offers many new and enhanced features:

§ Powerful web access for all users

§ Easy to deploy, rich functionality

§ Easy­to­use interactive Gantt chart

§ New, powerful dashboards for greater visibility

P6 delivers high­quality project execution and appropriate visibility at all levels to help meet

your strategic business goals.

Contents

Planning and Scheduling Management.............................................................................2 Project Management ......................................................................................................4 Resource Management...................................................................................................8 Portfolio Management ..................................................................................................11 Collaboration and Content Management ........................................................................15 Time Sheets................................................................................................................16 Reporting and Analytics ...............................................................................................18 Technical Overview & Supported Platforms....................................................................20 Architecture ................................................................................................................21

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Planning and Scheduling Management

Plan and Execute Projects with Confidence

Many organizations have hundreds—even thousands—of projects underway at any given time.

These projects cross normal business hierarchies and chains of command, making project

management an organization­wide challenge. The P6 Planning and Scheduling functionality

enables power users manage the entire project lifecycle from Project Initiation to Project

Closeout. P6 provides multi­user, multi­project functionality, with scheduling and resource

control capabilities, support for multi­tiered project hierarchies, resource scheduling, capturing

of actual data, customizable views, and the ability to extend functionality based on user­

definable data.

One Version of the Truth: Central Data Repository

With P6, organizations have the ability to store all of their projects in a centralized data

repository. By having all of the projects in a single database, they can standardize how the

company manages projects and share best practices.

Save Time with Best­Practice Methodologies

Methodology management functionality in P6 enables users to author and store methodologies,

or project plan templates, in a central location. Project managers can select, combine, and

tailor methodologies to create custom project plans. In this way, organizations can continually

improve and refine methodology activities, estimates, and other information with each project.

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Schedule with Confidence

Once a project plan is built, P6 calculates the dates when the activities should occur, using Critical

Path Method Scheduling (CPM). The Early dates, the earliest possible dates each activity can start

and finish, and Late dates, the latest possible dates each activity can start and finish without

delaying the project finish or an intermediate deadline (constraint) are also calculated.

Additionally, P6 provides organizations with the ability to analyze multiple critical float paths

(sequences of activities) that affect the project schedule. This enables organizations to mitigate

the various causes and understand the impact of inter­dependencies effectively.

Balance Resources among Multiple Projects

The Level resources functionality in P6 ensures that resource demand does not exceed

resource availability. This automated process compares the resource requirements of all

scheduled activities to the maximum quantity available at the time of leveling. An activity is

delayed if too few resources are available at any time during the activity’s duration.

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Control Project Finances

The ability to perform top­down planning and bottom­up actual reconciliation is important for

effective organizational­wide planning and control. P6 accurately plans, tracks and analyzes

the financial performance of projects, programs, and portfolios. Furthermore, P6 helps

document budget changes as they occur, and then uses these changes to calculate the latest

budgeted amounts for the project.

Project Management

Anytime, Anywhere Access

Web Project Management gives the project team anywhere, anytime access to the projects

they are assigned to work on. A 100% Web­based user interface covers the full project

management lifecycle from project initiation through to project closeout. This includes

requesting approval for a new project, the creation of Work Breakdown Structure (WBS) and

activities, documenting and managing project risks and issues, managing status updates, and

reporting on key performance indicators like earned value. By using Web Project Management,

organizations can ensure that the project team members are communicating with each other,

whether it is regarding activity status updates, scope changes, revisions to documents, or

issue(s) resolution.

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Enforce Governance when Initiating Projects

In P6, Project initiation helps to eliminate delays in lengthy and often manual approval

processes. By automating the project initiation process, everyone knows the status of their

project request and is able to follow up if the request gets stalled at a specific approval level.

P6 can ensure that an approval process is followed when initiating a new project. The approval

process is flexible and configurable so that it follows the company’s existing project approval

process.

Leverage Best Practices

P6 user may use templates, from a library of pre­created and catalogued templates, to

populate the project plans. By leveraging project templates when creating new projects,

project plans can be completed more quickly and accurately, and organizations can

successfully leverage and reuse knowledge from their subject matter experts.

Manage Simple or Complex Projects Using the Interactive Web Gantt Chart

The interactive web based Gantt chart allows for adding, deleting, and modifying the WBS,

activities, relationships, resource assignment, and costs. The Gantt chart can easily configured

to display only the information needed based on the user’s role and project management

maturity. This flexibility provides a scalable, 100% web based project management solution for

users of various roles within an organization.

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Update Project Progress Quickly and Easily

During the execution of a project, the interactive Gantt chart provides an easy way to collect

progress status. Different views can be created so that project team members are guided to

enter the required information via an elegantly simple interface. Additionally, filters and the

Project Spotlight feature narrow the view down to the activities that the person is responsible

for updating and highlight the activities that should be updated.

Access and Manage Project Resources Quickly

P6 tracks labor, material, equipment and expenses for each activity and Work Break Down

structure. By controlling and monitoring the required resources and costs plus all potential

changes, organizations get a better view of the project trends and are able to predict the

project’s forecasted completion costs.

Manage and Mitigate Project Risk

During project execution it is important to understand the potential risks that can impact the

successful delivery of the project. P6 provides a risk register that project team members can

use to view and track project risks. Project team members may also add new risks, collaborate

on potential mitigation strategies, and update or close risks as appropriate.

Identify and Resolve Issues Quickly

P6 issue management functionality helps to account for and deal with unexpected problems in

projects. The P6 issue log enables team members to view and track project related issues.

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Team members may also add new issues, collaborate on potential resolutions, and update or

close issues.

Centralized Access to Project Documents

To ensure that the project team is working with the same information, P6 provides a

centralized document repository. The enterprise­class document management system supports

more than 25 different types of documents and provides collaborative functionality like check

in/check out, routing for approval, versioning, and the ability to attach documents to projects,

activities, project workflows, and threaded discussions.

Provide Visibility and Insight via Project Dashboards

The P6 project dashboard provides project managers with the ability to share key performance

indicators with the project team and executive stakeholders in the form of a graphical

dashboard. Each team member views the same project­related information, including project

milestone status, activities behind schedule, project documents, and other critical project

performance information.

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Resource Management

Right People on the Right Projects at the Right Time

P6 fully supports the resource request and staffing process, from both a top­down planning

and a bottom­up assignment perspective. This gives project managers and resource managers

the platform they need to easily communicate their requirements and decisions throughout the

entire project lifecycle.

Top­down and Bottom­up Planning

P6 enables resource and role allocations at all levels of the program structure. Make requests

and assignments to programs, projects and work packages for early scoping of work, ensuring

that organizations have a realistic view of the future demand even if the detailed planning of

the project work has yet to take place. Then, later in the project lifecycle, as project­specific

needs are more finely tuned, managers can allocate using a bottom­up model down at the task

level. Managers can draw from the resources already approved and allocated on those projects

in the early stages, preventing over­allocation of resources by enforcing that an approval

processes is followed.

Book Resources and Roles at a High Level

With P6, both resource and project managers have a single, Excel­like “booking page” with an

interactive worksheet view of all resources in the team and the projects they are booked to

work on. Requests can be made from this worksheet, and are staffed accordingly.

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Manager Resource Requests

Using P6, Project Managers may make requests for named resources, or for roles or skills,

both at the project and the detailed task level. Skill level, headcount units, and specific time

periods can also be requested along with specific resources for each role.

Staff Resources using Advanced Algorithms

Resource Managers receive requests for roles to be filled from the project managers. P6

provides a score­based search engine that generates a ranked list of resources that can fill the

work request, thereby advising the Resource Manager who, of the available resources and

based on the project manager’s requirements, will best fill the role.

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Slice and Dice Resource Data

Resource Managers may track supply and demand of both resources and roles, highlighting

shortfalls or over­allocations across the entire organization.

Analyze Capacity and Demand

Resource Managers can easily see future requirements for roles and skills on forecasted project

work, as well as the availability of those roles over time. Users can see which roles and skills

are in high demand and which are not needed. The business can plan its hiring and training

program based on this detailed skill and role analysis.

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Portfolio Management

Effectively Prioritize Projects and Optimize Organizational Capacity

P6 Portfolio Management helps organizations align their portfolios of projects and programs

with strategic objectives by taking advantage of advanced what­if scenario modeling, capacity

analysis, tabular scorecards, rich graphics, and optimization functionality. It enables

organizations to better manage incoming demand, seek the right balance of projects, ensure

that resources are not overstretched, and easily communicate the performance of projects and

programs to stakeholders.

Easily Define and Model Criteria for Project Selection

P6 provides support for more than 200 out­of­the­box project metrics including criteria like

NPV, IRR, and ROI. P6 also provides the ability to easily create composite scoring models,

which enable organizations to tailor the objectives and criteria for project selection based on

their specific needs and business processes.

Dynamically Create and Maintain Portfolios

P6 enables an organization to create and view portfolios in a variety of ways that are

meaningful to individual users or classes of users within the organization. For example, one

portfolio might contain projects that are the responsibility of a specific business unit, while

another portfolio contains only projects budgeted for the next fiscal year, while another may

be based on managerial responsibility, and yet another one based on geographic lines.

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Easily Capture and Inventory Proposed Projects and Ideas

In addition to systematic, workflow­based project initiation functionality that solicits and

captures a proposed project’s business case, P6 streamlines adding proposed projects on the

fly using a Web­based, Excel­like interface. This provides users with a simple interface to

quickly create an inventory of projects for further what­if analysis.

Graphically Analyze Existing and Proposed Projects

P6 users have the ability to make better decisions by having access to real­time portfolio

performance and scoring information via personalized views. P6 supports unlimited portfolio

scorecards, each with configurable data and graphics. Users can create multiple types of charts

including bar charts, stacked histograms, bubble charts, and pie charts to graphically analyze

the various performance and selection criterion.

Create and Collaborate on What­if Scenarios

Users can create unlimited what­if scenarios, save those scenarios, and share them or

collaborate on them with other stakeholders. An advanced constraints­based optimization,

allows users to define a constraint and easily identify the multiple combinations of projects

that fit within the constraint.

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Compare Tradeoffs to Reach Consensus

What­if scenarios can be saved and recalled at any time in the future. This functionality

enables companies to take snapshots of approved portfolios and recall them at anytime to

compare, side by side, with current portfolio data to better gauge performance and variances.

Strategically Plan and Optimize Organizational Capacity

P6 enables organizations to determine the capacity implications of project investment decisions

by evaluating multiple scenarios against the available capacity. Users can perform what­if

analysis via an interactive view that enables them see the impact of moving project dates or

changing the project mix on resource availability. This functionality balances business

requirements with operational constraints and identifies resource bottlenecks early in the

portfolio or program life cycle.

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Effectively Execute, Control, and Communicate Performance

With seamless integration to the planning and execution modules within P6, organizations can

ensure that the finalized portfolio is made available to project and resource managers in a

timely manner so that they can begin detailed planning and execution. Moreover, with a rich

array of graphics and tabular scorecards available within P6, once portfolio execution is

underway, stakeholders receive clear, concise, and up­to­date communication on project

performance.

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Collaboration and Content Management

Improve Organizational Performance by Optimizing Team Collaboration

P6 facilitates team­based collaboration to improve decision­making, streamline execution, and

improve efficiency. P6 provides personalized connectivity to the people and data needed to

accomplish organizational goals. Most importantly, P6 enables easy communication as part of

the typical work process, rather than requiring users to put work aside to communicate and

collaborate.

Collaborate to Succeed

Each P6 user has their own personal, configurable dashboard or workspace. These collaborative

workspaces and dashboards can be made available to the user using a subscription­based model.

Actions, assignments, discussion threads, calendars, reports, events, and other collaborative

portlets are just some of the items that can be published.

Share Knowledge on Specific Projects

The Project and Sub­Project Workspace is the home page for the project or portion of the

project, and provides many categories of project information. Each team member views the

same project­related information, including project milestone status, activities behind

schedule, project documents, and so on. Project workspaces provide data such as project

documents, issues, risks, notebooks, project calendar, submittals, RFIs, project­related

threaded discussions, and numerous other collaborative portlets.

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Enterprise­Class Document Management

P6 includes word­class document management capabilities so users may manage private,

project, and sub­project documents. Furthermore, the document management system checks

in and checks out documents, supports version controls, and routes documents various users

for approvals. Documents may also be attached to threaded discussions, events, activities,

projects, workflows, and issues.

Time Sheets

Track and Analyze Time for Increased Visibility into Resource Use

Organizations may track, capture, and analyze the time that team members spend on a

project or program. Project team members work with timesheets that are automatically

populated with their own resource assignments across all projects. They may record both

project time spent working on each task, as well as non­project time such as personal time off

In addition, they may provide additional information directly to the project manager, such as

document updates, status notifications and any additional notes or other pertinent feedback.

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Easily Access Time Reporting Data

Reports can be quickly and easily generated from the time reporting system. For example, a

hard copy of a timesheet may be required for sign­off in a contractor environment. Team

Members can generate, with one click, a pre­formatted paper timesheet or activity status

report from within the Web browser.

Adapts to Individual Organizational Preferences

P6 Timesheets align with corporate time­capture processes by enabling rules at both the global

and the project levels.

Set Flexible Approval Rules

Organizations may establish different approval levels for submitting time to ensure that the

correct processes are followed. Timesheets can be submitted, and then approved by a

combination of resource and/or project managers before time is applied to projects.

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Reporting and Analytics

Access the Right Information at the Right Place at the Right Time

P6 includes a powerful Enterprise Reporting database that enables users to create operational

reports and business intelligence on any project or portfolio, using any third­party reporting

and business intelligence tool. The Enterprise Reporting database provides: 1) an Operational

Data Store (ODS) for day­to­day operational views and 2) a Project Star Schema for advanced

business intelligence.

Easily Access Data via Operational Data Store

The ODS is a relational database that supplies a persisted, easy­to­understand, de­normalized

version of the project management database (PMDB). Designed primarily for operational, day–

to­day reports, the ODS provides the most granular view of the PMDB.

Slice and Dice Data via Project Star Schema

The P6 Project Star Schema supplies a dimensional schema that organizes project data into

hierarchic relationships. The schema design allows for the highest level of query efficiency and

flexibility in data analysis. The Star Schema database is designed to accumulate project data

over time. These historical "snap shots" provide organizations with baselines for trending and

advanced business intelligence.

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On­Demand Access to the Latest Project Information

Data movement between the project management database and the reporting databases uses

an ETL (Extract, Transform, and Load) process. Project Management data is extracted,

calculations are applied in a staging area, and results are loaded into the ODS and Star

Schema databases. The ETL scheduling provides cyclical refresh capabilities, both daily and on­

demand, for data freshness.

Protect Data Access via Role­Based Security

P6 role­based security is mirrored in the Operational Data Store providing barriers between

users and project related data. This design allows 3rd­party reporting tools to safely access the

ODS without fear of data compromise and limits the amount of administration required.

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Technical Overview & Supported Platforms

Primavera can be deployed to support both small and large organizations. Hardware

requirements vary significantly depending upon a variety of factors including the size of the

organization, deployment methods, modules being used and platform selection. The following

is a technical overview. For detailed hardware guidelines, please contact a Primavera

representative for your specific needs.

Application Server Support

Apache Tomcat

BEA Weblogic

IBM WebSphere

RedHat Jboss

Database Support

Oracle 9i or 10g

Microsoft SQL Server 2000 and 2005

Microsoft SQL Express 2005 (<=8 users)

Client Operating System

Microsoft XP Professional

Microsoft Windows Vista Business Edition

Citrix

Internet Explorer 6 or 7

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Architecture

Deploy with Confidence

Primavera P6 architecture is a JAVA, standards­based, multi­tier enterprise application

platform providing scalability, availability, security, recoverability, manageability, and

interoperability. This architecture simplifies integration with external applications (ERP, CRM,

SFA, etc.) and their resulting business processes.

Some of the key features of the Primavera architecture include:

• A flexible, object­based design that allows rapid incorporation of new features and

functionality;

• JAVA­based portability that provides flexibility to support multiple operating environments;

• A Web­based presentation layer;

• Application Server clustering to provide scalability for large sophisticated organizations.


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