Primavera Highlights During COLLABORATE

Primavera Key Note: Making the Most of Your Oracle Primavera Investment
Dick Faris, Primavera Co-Founder & Oracle Senior Vice President Tues 9:15 am Room 102B
Overview and Roadmap of Primavera Contract Management Mon 2:30pm Room 101B
Oracle Primavera Enterprise Project Portfolio Management Roadmap Tues 10:30am Room 102B
Oracle Primavera Executive Q&A Session Weds 4:00pm Room 102B
OPSIG Welcome and Membership Meeting Weds 5:00pm Room 102B

OPSIG Kiosk Booth #230 meet the OPSIG Board and join. Membership is FREE!
Oracle Primavera One-On-One Support Clinic. Sign up at the Primavera Pavilion to schedule your session.
More Primavera Education, Collaboration, and Participation at www.PrimaveraSIG.com!
All COLLABORATE content will be available at www.primaveraSIG.com beginning May 1
st
.

www.PrimaveraSIG.com

Oracle Primavera Special Interest Group
2
Tracking Project Issues
with P6 Web
by
Brian Criss, PSP
DRMcNatty & Associates, Inc.
2
Agenda
Overview of the P6 Issue Module
Administration of Issues
P6 Client & P6 Web
Adding new Issues to Projects and
customizing output
Case Study example

2
General Overview of Issues in P6 Web
1. Issues represent known problems within a project which require either
action or visibility within the organization.

2. Project related Issues can be viewed from any of the following areas
within P6 Web.
1. Dashboards
2. Project Workspace
3. Issues tab from either the Project Menu or the Portfolio Menu

3. Issues represent areas for input of text information similar to the
functionality of Notebook topics.

4. Much of the functionality related to structuring of Issues is contained
solely within P6 Web (not administered in P6 Client).


2
Issues or Notebooks??
Benefits of utilizing the Issue Module
Superior Organization of information once entered into the
system.

Customization of Issue codes allow for the tracking of
Organizational specific requirements.

Customize entry screens enabling administrators to control
what content is required for the entry of the issue
2
Sample Issue Views in P6 Web
Organize Issues in
Table Format or Chart
Issues within P6 Web
2
Administer Issues in P6 Client
(version 7 and earlier)
Security
Users are required to have the proper security privileges to
Add, Edit, or Delete project Issues.

User Defined Fields
Create UDFs in the P6 Client to enhance reporting and
organization capabilities
UDF Text fields support up to 255 characters
Issue Administration P6 Web
1. Issue Codes Issue codes allow for flexibility
in grouping and sorting as well as filtering of
project issues. Enhances the ability to
organize the Issues in a meaningful way.

2. Issue Forms Issue forms define the
information that appears on the Add Issue
page, administrators can control the
information captured for any new issue that is
added within the project. Create issue forms to
standardize issue information specific to your
organization

3. Issue Form Categories Issue Form
Categories allow organizations to structure the
custom Issue Forms

Create Issue Codes in P6 Web

To create or modify Issue Codes, choose Issue Codes from the Administration menu.
1. Choose Modify from upper
right portion of the menu screen
2. Choose from options to add a
new Issue code or add a new
value to an existing Issue Code
Create Issue Codes Values within P6 Web
Create Issue Code Values to help organizations classify the content of the
information. Issue Codes allow for grouping and filtering options of Issues
contained within P6
Issue Forms
Issue forms enable P6 Web administrators to specify what information is necessary
to provide complete information related to an issue.
1) Customize entry
from by choosing
which fields to Display

2) Identify Required
fields which need to
be completed in the
form

3) Add Issue Codes
and User Defined
Fields to organize
information
Sample Issue Form
General Fields Identify
basic information
Assign appropriate
Issue Codes
Enter information for
User Defined Fields
Enter Text Description
Code Dictionaries create standards for consistent data entry and reporting
Sample Issue View with Cost Data
included as User Defined Field
Assign Issues to Projects
Once Issue Forms have been created, they are assigned individually to projects in P6 Web.
1. Open a project to which Issues will be assigned to and select Issue Forms from the
main menu.
2. Select the desired forms from the available list and move to the section for Selected
Issue Forms using the arrow keys.
Admin Functions with P6 r8
P6 r8 provides for all administrative
functionality from within a central
location. Security and Issue User
Defined Fields are all found in P6
Create New Project Issue in P6 Web
Select Add and Issue
and select the desired
form to be completed.

Issue forms can be
developed specifically
for various types of
issues and all forms
assigned to the project
become available for
users to log project
information



Customize Issue Information
1. In the Issue View, choose Customize to modify and create displays of the
information.
2. Options for Grouping and Filtering include Status, Priority, and
Resolution Date
3. Options for Grouping and Sorting include Issue Codes and User Defined
Fields (created in P6 Client)


Customize View of Issues in P6 Web
1. Columns Allows for
customization of
displayed column data
2. Filter Limit
information displayed in
the view
3. Group Choose to
group Issue data for
ease in viewing and
reporting
4. Chart Create
Histograms and Pie
Charts of Issue
information.
Example: Customized Grouping of Issues
Display Issue Content
via P6 Tabular Reports
Sample Tabular Report with User Defined Fields up to
255 Characters
Notify Project Stakeholders Automatically when Issues have
been created or modified
1) Users may be
automatically
notified of new of
modified Issues

2) Notifications are
set up under the
Global Tab on the
Preferences
screen
Case Study Energy Utility
Energy Utility expressed a desire for Project Managers to log project information into a
centralize system for management visibility.

Four main topics were defined for which information would be entered as required by
the project
Issues / Risks / Decisions / Lessons Learned

P6 Notebook topics provided one option for tracking this type of information, but
proved inadequate for allowing additional structure to the information for
management reporting.

P6 Risks were evaluated, however, similar to Notebook topics, did not allow for the
required structure for management reporting.

P6 Issues were developed to account for all management reporting requirements
including detailed text information, priority, proposed resolution dates, responsible
party, etc. The Issue module also proved to be scalable to any additional requirements
as they became known.
1) Issue Categories were used to classify
the four primary types of information to be
entered into the P6 Database
2) Issue Forms were created for each of the
Issue types and assigned to projects by the
P6 Administrator
User Defined Fields were
created in P6 Client for
inclusion in the Issue Forms
Issue Codes were
developed to
satisfy executive
reporting
requirements
Once Issues are entered into the system, Executive reporting can be
performed using a wide variety of Grouping and Filtering to
accommodate management reporting.
Questions?
Contact DRMcNatty & Associates, Inc.

Corporate. 877.367.7990
Facsimile. 877.367.7999
web. www.drmcnatty.com

Authorized Primavera Software

Certified Primavera Training

Implementation & System Integration Consulting

Custom Role-Based Web Access

Complete Infrastructure Hosting & Project Controls Managed Services