dave tip 20-p6 r81 functionality matrix (rpctip20)

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RPC UK Limited 1 The Courtyard, Hawksworth Est., Thorpe Lane, Guiseley, Leeds, LS20 8LG t. 01943 222 001 f. 0870 432 8424 e. [email protected] w. www.rpc.uk.com Legend - Feature resides in module - New Feature Functionality Description for Matrix below There are two editions of Primavera P6 Release 8.1: P6 Professional – P6 Client only P6EPPM = P6 Web Client / P6 Web Access module (available in P6EPPM) P6 Optional Client = P6 Optional Client module (available in P6EPPM) This document provides an outline of functionality for the different P6 components, including the Web Client for P6 Enterprise Project Portfolio Management (P6 EPPM), the Optional Client for P6 EPPM and the P6 Professional product. Primavera P6 Enterprise Project Portfolio Management (P6EPPM) Rel 8.1 – Includes P6 Web Client (also known as P6 Web Access), P6 Optional Client and Progress Reporter (also known as Timesheets) Note: Administration, Enterprise Project Structure, Organisational Breakdown Structure, Security and other settings must be performed using the P6 Web Access application when using P6EPPM Rel 8.1 Note: P6 Professional contains the same functionality as "P6 Optional Client" with key additions including Administration, Enterprise Project Structure, Organisational Breakdown Structure and Security Dave's Tip 20 - Primavera P6 R8.1 Functionality Matrix Primavera P6 Enterprise Project Portfolio Management & P6 Professional Rel 8.1 Page 1 of 9 ADMINISTRATION Functionality P6 EPPM P6 Optional Client Progress Reporter P6 Professional Administer Users View User Sessions Screen Administer Security Administer Admin Preferences Administer Admin Categories Administer Currency Administer Enterprise Project Structure (EPS) Administer Organizational Breakdown Structure (OBS) Administer Resource Breakdown Structure (RBS) Administer Role Dictionary Administer User-Defined Fields Project Level - Formual driven Project Level - Manual All other subject areas (activity, resource, steps etc) Administer Project Portfolios P6 Professional = P6 Client module (available in P6 Professional) P6 Optional Client = P6 Optional Client module (available in P6EPPM) Progress Reporter = Timesheets module (available in P6EPPM) Page 1 of 9

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Page 1: Dave Tip 20-P6 R81 Functionality Matrix (RPCTIP20)

RPC UK Limited

1 The Courtyard,

Hawksworth Est., Thorpe Lane,

Guiseley, Leeds, LS20 8LG

t. 01943 222 001

f. 0870 432 8424

e. [email protected]

w. www.rpc.uk.com

Legend

� � � � - Feature resides in module

- New Feature

Functionality Description for Matrix below

There are two editions of Primavera P6 Release 8.1:

P6 Professional – P6 Client only

P6EPPM = P6 Web Client / P6 Web Access module (available in P6EPPM)

P6 Optional Client = P6 Optional Client module (available in P6EPPM)

This document provides an outline of functionality for the different P6 components, including the Web

Client for P6 Enterprise Project Portfolio Management (P6 EPPM), the Optional Client for P6 EPPM and the

P6 Professional product.

Primavera P6 Enterprise Project Portfolio Management (P6EPPM) Rel 8.1 – Includes P6 Web Client (also

known as P6 Web Access), P6 Optional Client and Progress Reporter (also known as Timesheets)

Note: Administration, Enterprise Project Structure, Organisational Breakdown Structure, Security and other

settings must be performed using the P6 Web Access application when using P6EPPM Rel 8.1

Note: P6 Professional contains the same functionality as "P6 Optional Client" with key additions including

Administration, Enterprise Project Structure, Organisational Breakdown Structure and Security

Dave's Tip 20 - Primavera P6 R8.1 Functionality Matrix

Primavera P6 Enterprise Project Portfolio Management & P6 Professional Rel 8.1

Page 1 of 9

ADMINISTRATION

Functionality P6 EPPM

P6

Optional

Client

Progress

Reporter

P6

Professional

Administer Users ���� ����

View User Sessions Screen ����

Administer Security ���� ����

Administer Admin Preferences ���� ����

Administer Admin Categories ���� ����

Administer Currency ���� ����

Administer Enterprise Project Structure (EPS) ���� ����

Administer Organizational Breakdown Structure (OBS) ���� ����

Administer Resource Breakdown Structure (RBS) ���� ���� ����

Administer Role Dictionary ���� ���� ����

Administer User-Defined Fields ���� ���� ����

Project Level - Formual driven ����

Project Level - Manual ���� ���� ����

All other subject areas (activity, resource, steps etc) ���� ���� ����

Administer Project Portfolios ���� ���� ����

P6 Professional = P6 Client module (available in P6 Professional)

P6 Optional Client = P6 Optional Client module (available in P6EPPM)

Progress Reporter = Timesheets module (available in P6EPPM)

Page 1 of 9

Page 2: Dave Tip 20-P6 R81 Functionality Matrix (RPCTIP20)

RPC UK Limited

1 The Courtyard,

Hawksworth Est., Thorpe Lane,

Guiseley, Leeds, LS20 8LG

t. 01943 222 001

f. 0870 432 8424

e. [email protected]

w. www.rpc.uk.com

Administer Resource and Role Teams ����

Administer Project Code Dictionary ���� ���� ����

Designate Secure Codes ���� ���� ����

Weighted Project Codes and Values (Project Score) ���� ���� ����

Administer Resource Code Dictionary ���� ���� ����

Administer Activity Code Dictionary ���� ���� ����

EPS Level Activity Codes ���� ���� ����

Administer Issue Code Dictionary ����

Create Issue Forms ����

Catergorize Issue Forms ����

Administer Cost Accounts Dictionary ���� ����

Administer Global Calendars and Resource Shift Calendars ���� ���� ����

Administer Resource Distribution Curve Dictionary ���� ���� ����

Administer Timesheet Dates ���� ����

Publish Web Site(s) ���� ����

Administer Job Services ���� ���� ����

Create/ManageTemplates for Steps ���� ����

Administer Financial Periods ���� ����

Adminster Navigation Views on Primavera Web ����

Project Management

Page 2 of 9

Project Management

Functionality P6 EPPM

P6

Optional

Client

Progress

Reporter

P6

Professional

Templates ����

Create template from project ����

Create project from template ����

Project Import / Export (XER,P3, MPP, XLS) ���� ����

Project Import / Export (Primavera and Ms Project XML) ���� ���� ����

Assign project code values ���� ����

Activity ID Renumbering ���� ����

Open multiple projects at once ���� ���� ����

Create a Work Breakdown Structure (WBS) ���� ���� ����

Administer WBS details (Milestones, Budget, EV techniques) ���� ���� ����

Create activities ���� ���� ����

Import new activities from MS Excel ���� ���� ����

WBS level Summary Activity ���� ���� ����

Create activity steps ���� ���� ����

Create relationships between activities ���� ���� ����

Create cross-project relationships ���� ���� ����

View activity relationships ���� ���� ���� ����

Assign constraints to activities ���� ���� ����

Assign roles to activities ���� ���� ����

INITIATING

PLANNING

Page 2 of 9

Page 3: Dave Tip 20-P6 R81 Functionality Matrix (RPCTIP20)

RPC UK Limited

1 The Courtyard,

Hawksworth Est., Thorpe Lane,

Guiseley, Leeds, LS20 8LG

t. 01943 222 001

f. 0870 432 8424

e. [email protected]

w. www.rpc.uk.com

Assign resources to activities ���� ���� ���� ����

Perform Critical Path Method (CPM) Scheduling ���� ���� ����

Perform Resource Leveling ���� ���� ����

Summarize a project ���� ���� ����

Perform Multi-project Scheduling ���� ���� ����

Perform Multi-project Leveling, Applying Actuals, Summarizing ���� ���� ����

Assign activity code values ���� ���� ����

View activity notebook topics ���� ���� ���� ����

Interactive Gantt Chart ���� ���� ����

Configurable Gantt Chart (bar labels and colors) ���� ���� ����

Draw bars based on UDF dates ���� ���� ����

Display Gantt Chart Progress Line ���� ���� ����

Create Custom Filters ���� ���� ����

View Activity Network\Trace Logic diagrams ���� ���� ����

View Timescale Logic Diagrams ���� ����

Update activity dates ���� ���� ���� ����

Update remaining units or percent complete (%) ���� ���� ���� ����

Update activity steps & step UDFs ���� ���� ���� ����

Update activity notebook topics ���� ���� ����

Update resource assignment details ���� ���� ����

EXECUTING

Page 3 of 9

Update resource assignment details ���� ���� ����

Update resource assignment actual units ���� ���� ���� ����

Update Actual Units for Overhead Codes ���� ����

Update Expenses ���� ���� ����

Update Notebook Topics ���� ���� ����

Progress Spotlight ���� ���� ����

Project Risks ���� ����

Create/View Risks ���� ����

Assign Risks to Activities or WBS Levels ���� ����

Score Risks ���� ����

Create Risk Response Plans ���� ����

Create Risk Scoring Matrices ����

Assign Risk Scoring Matrices to Projects ����

Create Hierarchical Custom Risk Categories ���� ����

Configurable Risk Thresholds ����

Project Issues ���� ���� ����

Create/View Project Issues ���� ���� ����

Configurable Issues Portlet ����

Issues Graphics ����

Email notification about Project Issues ���� ���� ����

Page 3 of 9

Page 4: Dave Tip 20-P6 R81 Functionality Matrix (RPCTIP20)

RPC UK Limited

1 The Courtyard,

Hawksworth Est., Thorpe Lane,

Guiseley, Leeds, LS20 8LG

t. 01943 222 001

f. 0870 432 8424

e. [email protected]

w. www.rpc.uk.com

Run Schedule Checker ����

Use Schedule Preview ����

Review, Approve or Reject Timesheets ����

Perform Period Closeout ���� ���� ����

Baselines ���� ���� ����

Create Unlimited Baselines ���� ���� ����

Partial Baseline Update ���� ����

Select Project Baseline ���� ���� ����

Create Reflection Projects ���� ����

Review and Select Changes to Merge into Source Project ���� ����

Float Path Analysis ���� ���� ����

Define and Monitor Thresholds ���� ����

Analyze resource usage at the project level ���� ���� ����

Create and save Activity Layouts/Views ���� ���� ����

Project-level Layouts/Views ���� ���� ����

User Layouts/Views ���� ���� ����

Global Layouts/Views ���� ���� ����

Multi-user Layouts/Views ����

Email Links to Activity view ����

Create customized toolbars ���� ���� ����

CONTROLLING

GENERAL

Page 4 of 9

Create customized toolbars ���� ���� ����

Tabbed Detail windows ���� ���� ����

Use Tabbed or Tiled views ���� ����

Administer Activity Code Dictionary ���� ���� ����

Run Global Changes ���� ����

Project Check In / Check Out ���� ����

Grouping & Sorting (Issues, Statistics, Activity List Views) ���� ���� ����

Run Reports on the Web ����

Work Flow

Functionality P6 EPPM

P6

Optional

Client

Progress

Reporter

P6

Professional

Initiate New Process ����

See List of Action Required on Process ����

Perform Action on Process ����

View History of Process ����

View Process Map ����

Page 4 of 9

Page 5: Dave Tip 20-P6 R81 Functionality Matrix (RPCTIP20)

RPC UK Limited

1 The Courtyard,

Hawksworth Est., Thorpe Lane,

Guiseley, Leeds, LS20 8LG

t. 01943 222 001

f. 0870 432 8424

e. [email protected]

w. www.rpc.uk.com

Portfolio Management

Functionality P6 EPPM

P6

Optional

Client

Progress

Reporter

P6

Professional

Create unlimited personal & shared Portfolios ���� ���� ����

Create Portfolios with dynamic content refresh ����

Create configurable, savable Portfolio Views ���� ���� ����

Generate graphical formats for Portfolio Views: ����

Scorecards (formerly Statistics) ����

Histograms ����

Stacked Histograms ����

Bubble Charts ����

Pie Charts ����

Create new projects or requests directly into Portfolio Scorecard ����

Edit portfolio data within Scorecard View

(Codes, UDFs, etc)����

View side-by-side Portfolio comparisons ����

View multi-tabbed, configurable Dashboards ����

Define user access list for Dashboards

Portfolio Definition & Analysis

Page 5 of 9

Define user access list for Dashboards ����

Display Portfolio Views as Dashboard Portlets ����

Drill through graphical Views to tabular data ����

View ROI data ����

View manually-driven Project level R-Y-G indicators (UDFs) ���� ���� ����

View data-driven cost, schedule, EV performance

R-Y-G indicators����

View & Tailor formula-driven R-Y-G indicators

(UDFs with algebraic operations, boolean logic and IF, THEN, ELSE

statements)

����

Select R-Y-G indicator icon colors and shapes ����

Tailor R-Y-G indicator summary calculations

(min, max, avg, sum, etc)����

View weighted, composite Project Scoring

(driven by Code values)����

Drill Down to Activity & Assignment details that drive performance

data���� ���� ����

View data-driven text-based Executive Summary ����

View issues for all projects within a portfolio ���� ���� ����

View risks for all projects within a portfolio ����

View Portfolio Gantt Chart ����

View time-phased cost or units histograms/curves ����

Launch Project Workspace or other details from Portfolios ����

Portfolio Value & Performance Assessment

Page 5 of 9

Page 6: Dave Tip 20-P6 R81 Functionality Matrix (RPCTIP20)

RPC UK Limited

1 The Courtyard,

Hawksworth Est., Thorpe Lane,

Guiseley, Leeds, LS20 8LG

t. 01943 222 001

f. 0870 432 8424

e. [email protected]

w. www.rpc.uk.com

Use manual Select / De-Select Checkbox for what-if analyses ����

Perform constraint-based Waterline optimization to force rank

projects����

Save Waterline results as new Portfolio ����

Create Portfolio Scenarios ����

Apply Portfolio Views to Scenarios ����

Create notes for Scenarios ����

Send Email notification for Scenarios ����

Define user access list for Scenarios ����

Resource Management

Functionality P6 EPPM

P6

Optional

Client

Progress

Reporter

P6

Professional

Assign resources to Projects & WBS for forecasting ����

Assign roles to Projects & WBS for forecasting ����

Forecast resource usage by period into Spreadsheet (by week,

month, quarter, or year)����

Forecast role usage by period into Spreadsheet (by week, month,

quarter, or year)����

What-if Scenarios & Optimization

Forecasting & Capacity Planning

Page 6 of 9

quarter, or year)����

Allocate resource to project by % ����

View high-level resource/role planning data ���� ����

Monitor projects for resource over allocation ����

Display Allocation Limit on Resource/Role Usage Histogram as a

reservation����

Use Capacity Planning tab (in Portfolios) to view role usage for

Portfolio����

View role capacity (Limit) based on contributing Primary

Resources���� ���� ����

View role capacity (Limit) based on custom entry ���� ���� ����

Drag & Drop project Forecast bars & shift role demand against

capacity���� ���� ����

View role usage in graphical formats: ���� ���� ����

Spreadsheet ���� ���� ����

Stacked Histogram ����

Net Availability ����

Assign labor resources ���� ���� ���� ����

Assign nonlabor resources ���� ���� ����

Assign material resources ���� ���� ����

Assign roles ���� ���� ����

View resource assignments in gantt chart ����

Filter resource assignments ����

Generate notification of new resource requests ����

Staffing

Page 6 of 9

Page 7: Dave Tip 20-P6 R81 Functionality Matrix (RPCTIP20)

RPC UK Limited

1 The Courtyard,

Hawksworth Est., Thorpe Lane,

Guiseley, Leeds, LS20 8LG

t. 01943 222 001

f. 0870 432 8424

e. [email protected]

w. www.rpc.uk.com

Assign resources by role ���� ���� ����

Resource search form to staff open request by:

Role and Proficiency

Resource

Resource Code

Resource Availability

����

Model resource/role assignment using Curves ���� ���� ����

Model resource/role assignment using manual Curve (future

period editing)���� ����

Email notification upon assigning a resource ����

Perform Resource Leveling ���� ���� ����

View resource allocation across multiple projects ���� ���� ����

View histogram and spreadsheet by resource code ���� ���� ����

View stacked histograms by resource, role or code. ���� ���� ����

View Resource Graphics (Pie, Area Charts, Stacked Histograms) ����

View Resource overallocation indicators ����

Adminster resource calendars ���� ���� ����

Assign resource codes to resources ���� ���� ����

Perform Timesheet Approval ����

Resource/Role Analysis

General

Page 7 of 9

Perform Timesheet Approval ����

Administer Global and user specific resource teams ����

Administer Global and user specific role teams ����

Reporting & Analytics

Functionality P6 EPPM

P6

Optional

Client

Progress

Reporter

P6

Professional

Run batch reports ���� ���� ����

Secure ability to create, modify, and run reports ���� ���� ����

Make reports module available to select users ����

Create unlimited new reports ���� ����

Modify standard reports ���� ����

Run reports ���� ����

Formats reports in HTML, ASCII Text ���� ����

Post reports to Work Products & Documents ���� ����

Email reports ���� ����

Run, view and schedule unlimited reports ����

Multiple Subject Area Reporting ����

Formats reports in HTML, PDF, Excel, PPT, MHTML, RTF, XML, and

CSV����

Pass parameters to be applied to report at runtime ����

Administrative

Internal Report Editor/Wizard

Enterprise Reports

Page 7 of 9

Page 8: Dave Tip 20-P6 R81 Functionality Matrix (RPCTIP20)

RPC UK Limited

1 The Courtyard,

Hawksworth Est., Thorpe Lane,

Guiseley, Leeds, LS20 8LG

t. 01943 222 001

f. 0870 432 8424

e. [email protected]

w. www.rpc.uk.com

Email reports ����

Report execution email notification ����

Create project website including determine content ���� ����

Publish project website ���� ����

View project Web site ���� ���� ����

Collaboration

Functionality P6 EPPM

P6

Optional

Client

Progress

Reporter

P6

Professional

Manage Personal Dashboards ����

Manage Project Dashboards ����

Manage Project Workgroups ����

Add/Delete/Modify Issues ���� ���� ����

Communication Center ����

Alerts - Document and Workflow ����

Email Integration for Notifications ����

External Custom Portlets ����

Project Web Site

Page 8 of 9Page 8 of 9

Page 9: Dave Tip 20-P6 R81 Functionality Matrix (RPCTIP20)

RPC UK Limited

1 The Courtyard,

Hawksworth Est., Thorpe Lane,

Guiseley, Leeds, LS20 8LG

t. 01943 222 001

f. 0870 432 8424

e. [email protected]

w. www.rpc.uk.com

Document Management

Functionality P6 EPPM

P6

Optional

Client

Progress

Reporter

P6

Professional

Manage Work Products & Documents ���� ���� ���� ����

Upload / Download documents ����

Check in / check out documents ����

Manage Versions of documents ����

View History of document usage ����

Administer hierarchical document folder structure ����

Perform full text searching of documents ����

Relate documents to other documents ����

Relate documents to issues ����

Relate documents to project WBS and activities ����

Store documents in team workspaces ����

Initiate Document Approval Review Cycles ����

Set document security policy ����

RPCuk Knowledge Zone

In keeping with our philosophy of adding value, we want our clients, partners and explorers of our web site

Page 9 of 9

In keeping with our philosophy of adding value, we want our clients, partners and explorers of our web site

and newsletter subscribers to view their interaction with RPCuk as a rewarding experience.

We believe that knowledge transfer is an integral part of any relationship and, over the years, we have

acquired a wealth of experiences and learned - usually the hard way! - some useful tips and tricks which we

are more than happy to share.

We will regularly be publishing briefings on a variety of project management and planning topics that may

be of interest. In addition, we intend to offer useful tools and links to other resources through our RPCuk

Tips and Tricks Section

If you have not already done so, sign up to the RPCuk electronic newsletter and keep checking the

Knowledge Zone for more Oracle Primavera P6 hints, tips and shortcuts.

We hope you find the knowledge zone useful and informative. If you would like to contribute to the

knowledge zone or indeed have any topics / suggestions please feel free to contact us on 01943 222001 or

by emailing [email protected] – any feedback would be most welcome.

Page 9 of 9