Demystifying P6 EPPM Dashboards

Transcription

1 Demystifying P6 EPPM Dashboards Session ID#: Prepared by: Marie Gunnerson Global Primavera Manager Parsons REMINDER Check in on the COLLABORATE mobile app

2 Presenter Information Marie Gunnerson Professional Manages Primavera estate for Parsons Brinckerhoff Provides training in Primavera P6 and for clients Volunteer Chair of OPSIG Project Management Institute (PMI) PMBOK Guide Practice Standard for Scheduling Other GAO Schedule Assessment Guide Personal Home is Boston, MA Summer on Cape Cod

3 Company Information Global professional services firm supporting clients across the lifecycle of infrastructure projects Approx. 14,000 employees in 150 offices Broad range of Services and Markets Strategic Consulting; Planning; Design; Program and Construction Management; Operations and Maintenance Transportation; Power & Energy; Buildings; Mining; Environmental; Water and Wastewater; Urban and Community Development Acquired by WSP Global in October 2014

4 Presentation Outline Why use dashboards? Overview of dashboard space What is required for dashboard views How to configure P6 EPPM dashboards What is included in P6 EPPM dashboards

5 Introduction

6 For many, P6 EPPM interface still a mystery It looks different, Complicated, and Unknown. Hic sunt dracones (here be dragons) Olaus Magnus s Carta marina of 1539, (1572 edition image)

7 So why venture forth with dashboards? Dashboards and Portfolio views provide a summarized view of project information not available in the PPM client Strategic views Accessibility Transparency Communication Collaboration How might we share data with others?

8 Tactical VS Strategic Tactical Strategic P6 PPM Client P6 EPPM Project and Resource sections P6 EPPM Portfolios section P6 EPPM Dashboards section How can I see the big picture?

9 P6 EPPM web access interface out of the box Tabs Tabs for P6 sections in navigation bar Dashboards Portfolios Projects Resources

10 P6 EPPM web access interface section tabs Dashboards summary information about projects in portlets Portfolios contains summarized information about groups of projects for analysis Projects used to manage projects in a manner similar to the client Projects and Activities views Resources used to manage resources and roles

11 P6 EPPM common user interface elements (From P6 Help) 6. Activity Table 7. Activity Gantt Chart 8. Detail Window Issues 9. Toolbars 1. P6 Navigation Bar 2. Administer Menu 3. Person Workspace 4. Scorecard Portfolio 5. Projects Navigation Bar

12 Each section tab has a navigation bar for selections for that section Tabs Navigation Bar for Projects Tab

13 Projects & Resources sections most familiar to P6 PPM client users

14 P6 EPPM main menus (From P6 Help) Commands are executed from the main menus 1. P6 Title Bar 2. P6 Navigation Bar 3. Dashboards Menu 4. Portfolios Menu 5. Projects Menu 6. Resources Menu 7. Administer Menu 8. Help Menu

15 What is needed to get started with dashboards? P6 EPPM web interface EPS Projects with shared characteristics Project details to aggregate: WBS Activities Cost Resources Roles An idea of what information would support your organization

16 For Dashboards We Need Portfolios

17 Portfolios overview To make dashboards understandable begin with portfolios Portfolio s purpose is analysis Portfolio page looks like dashboard Will need to define portfolios for use in dashboards Can create views or use built-in views

18 Creating Portfolios Build portfolios of projects with shared characteristics Select manually, filter, or use codes Portfolio views will be used in creating dashboard views Begin with Manage Portfolios

19 Creating new portfolio Manage portfolio shows list of current portfolios Select Create Project Portfolio in upper right corner

20 Create Portfolio page Provide portfolio name Determine how to choose the projects in the portfolio Manual By filter Select which users the new portfolio will be available to Choose the projects to be included in the portfolio

21 New Portfolio created New Portfolio Plant Expansion added to list on Manage Portfolios page Plant Expansion portfolio can now be used to identify which projects to show in P6 Dashboard(s)

22 Projects managed by Bob Thomas Projects view, grouped by project code: project manager

23 Use filter to create new Portfolio for large projects where Bob Thomas is PM Project Code, project manager equals Bob Thomas Total Cost greater than or equal to US$ 1,000,000

24 Create Portfolio View

25 Building Portfolio Views Manage portfolio views from Portfolios main menu Manage Portfolio Views command Create View in upper left corner The types of views that are available include: Scorecard: Similar to tables or spreadsheets, Bubble Chart: A bubble chart displays four project data fields. Pie Chart: Useful for analyzing relative parts of a whole Basic Histogram: Project data in a vertical bar chart format Side-by-Side Histogram: A histogram where categorized data can be grouped, side-by-side, to assist with comparisons Stacked Histogram: Categorized data is grouped, or stacked. A stacked histogram is useful when analyzing relative parts of a whole.

26 Specify Side-by-Side Histogram Size by Segment and PM 5 0 Commercial Healthcare Chemicals An idea of desired view Thomas Cortez Gunnerson Jones Chen

27 Specify Side-by-Side Histogram 15 Size by Segment and PM As entered in P6 Portfolio view spec Commercial Healthcare Chemicals Thomas Cortez Gunnerson Jones Chen

28 New Side-by-Side Histogram view created Can be used in portfolio views and dashboard portlets

29 Portfolio Analysis Portfolio Analysis shows two views from manage views Horizontally and

30 Portfolio Analysis And Vertically

31 P6 Dashboards

32 P6 EPPM Dashboards P6 Dashboards put it all together in a customizable form Consolidates information for strategic decision making Develop specific dashboard views to meet the needs of: Entire organization Functions Groups Individuals Provide shared or personal views I.e, flexible

33 Default Dashboard Portlet 1 Portlet 2 Portlet 3 Intended to be personalized to your needs Available to the user Displays the portlets selected in Customize

34 Dashboard portlets Dashboards are comprised of varied information that is displayed in portlets Portlets are small expandable windows representing a specific theme or particular subject matter Used on dashboards, project workspaces, or workgroup pages On a dashboard, portlets display data based on association, ownership, or applied filters

35 Other dashboards you may see Depending on how P6 is configured P6 data base is loaded with sample projects include several example dashboards Dashboard Select

36 Create new dashboard New dashboard is based on existing dashboard

37 Create new dashboard New dashboard is based on existing dashboard

38 Portlet types in the dashboard Portlets are organized by content Portfolio views Project Performance Resources Personal Information Custom Portlets

39 New dashboard creation page

40 Specify dashboard content Checkmark the portlets to be shown in dashboard Add portfolio views defined in portfolios Save

41 Specify the layout of the portlets in dashboard Organize order and size of portlets in the dashboards using layout page Trial fit and redo often required until satisfied

42 Define access to new dashboard Select who can see the new dashboard You as the user All the users Specific users Save

43 The finished dashboard ready for use New PMO dashboard displayed on Dashboard navigation bar Scroll and expand and contract portlets to see dashboard

44 Portlets in third row of layout Scroll down or collapse portlets in 2 nd row to see 3 rd row

45 Information on Portlets Content Click on Help icon for each portlet for description of content

46 Resource Name SO_ASC true Myriad of portlets and variations to include in dashboards If uncertain select and add to the dashboard Don t add it if you don t understand or can t explain the data Don t overwhelm people with too much information

47 Live Demonstration

48 Last thoughts Accept inevitable change Helps to have cheerleader if not a champion Program / portfolio level steering committee Training for data creators and consumers Don t stop training Transparency How might we engage everyone?

49 Thank you for attending - early in the day! Speaker Contact Info: Marie Gunnerson gunnerson@pbworld.com Chair OPSIG LinkedIn

50 Please complete the session evaluation We appreciate your feedback and insight You may complete the session evaluation either on paper or online via the mobile app

51 Our purpose is to inform and educate our members on current and future functionality of Oracle Primavera products, while offering a forum for peers to share their experience and knowledge in the use of Primavera. Educational opportunities across the Primavera product suite Online Learning Series August 17 th September 4 th Call for presentation opening April 27 th Monthly Community Calls 3 rd Thursday of the month at 1:00 pm ET OPSIG is the home for Primavera Users Networking with other users within the Primavera community Partnering with Oracle Primavera to meet the needs of our diverse membership. Membership is open to anyone with an interest in the Oracle Primavera products, with no dues for membership. All members can vote on matters brought before the OPSIG. Membership requests may be reviewed by the OPSIG board.