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Primavera P6 Portlets Index PDF
Primavera P6 Portlets Index PDF
Contents
1.1
1.1.1
1.1.2
1.1.3
1.1.4
1.1.5
1.1.6
1.1.7
1.1.8
1.1.9
1.1.10
1.1.11
1.1.12
My Activities Portlet............................................................................................................ 12
1.1.13
1.1.14
My Issues Portlet................................................................................................................. 16
1.1.15
1.1.16
My calendar ........................................................................................................................ 21
1.1.17
2
Copyright Ten Six Consulting LLC., 2012. All rights Reserved.
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
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.
3
Copyright Ten Six Consulting LLC., 2012. All rights Reserved.
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
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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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
5
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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
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.
6
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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
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button.
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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1.1.9.1
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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
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
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Above example: project owner has been set in the General tabs Project Owner field.
This portlet displays a list of activities you are assigned to in the system; grouped by project. Click the
twisty button to see the details below each project. Clicking on the Activity name link will switch you to
the Projects tab in a page called Details of <activity name>.
12
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Set the number of days ahead you wish to include for activities you are scheduled to work on. This is n
days from the current data date.
13
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This portlet shows any risks in the project portfolio that you own or have other criteria selected for
viewing it. Risks are grouped by project.
Clicking on the risk name will open the Risks page of the Projects tab.
14
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Use the Customize link to access the Customize Risks dialog. Select from columns for the table and
include risks based upon the selected criteria in the Filter tab.
15
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This portlet displays a list of the issues available to you based upon criteria set in the Customize page.
The portlet is grouped by project. Clicking on the twisty button displays the issue name in the rows
below.
Clicking on the issue name link will open the Issues page of the Projects tab.
1.1.14.1 Customization Settings for the My Issues Portlet
Columns choose the columns to display in the portlet.
16
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Group
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This portlet shows you the resources that meet the criteria in the customization settings, and allows you
e-mail people by selecting them in the Name list.
19
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20
Copyright Ten Six Consulting LLC., 2012. All rights Reserved.
This portlet shows you a list of activities, grouped by projects, that you are assigned to work on during
the period selected in the calendar area.
Navigate the calendar weeks and months to see what projects and activities you have been scheduled to
work on.
Clicking on the twisty button on the project row will open the activity list below.
Clicking on the activity name link will open the Details of <Activity Name> page where you can examine
the activity dates and other details.
21
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22
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Portfolio Views portlets offer a wide range of options for the contents of each portlet you add to the
dashboard.
There are thirty existing Portfolio views to choose from with further sub-options for customizing the
portlet. This means there are literally dozens of combinations of data you can display with these
portlets. The categories for a portfolio view include Bubble Charts, Histograms, Pie Charts, Scorecards,
Side-by-side Histograms and Stacked Histograms, each with a variety of sub-options.
You can add or subtract portfolio views as needs demand.
1.1.17.1 Customization Settings for the Portfolio Views Portlets
Use the Add option to add new Portfolio View portlets to the list. Each one added is automatically
placed in the list and given a number.
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Each Portfolio View added has a set of options to further configure the portlets content and appearance.
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