Referenced: www.p6academy.com Source: http://coll15.mapyourshow.com Resource Management in P6 with a focus on the web. There is so much that can be done with RM in the web, but with so many customers stuck on the client, they don’t realize how powerful and easy to use the web is with regards to RM.

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Resource
Management
on the Web
Eileen Schurmann
PGBU Sales Consultant
Oracle Confidential – Internal/Restricted/Highly Restricted

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Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Three Themes
Powerful
Simple
Visibility
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Who is using the web today for Resource Management?
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Powerful
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Resource Tab - Administration

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Resource Tab – Resource and Role Teams
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Portfolio Tab – Resource Capacity Planning

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Resource Assignments
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How is Resource Assignments better in Web?
• Filters across ALL resource assignments, not just opened
• Save different views
• View Resource Calendar
• Gantt Chart view
BUCKET PLANNING NOW AVAILABLE IN WEB!!!!
Oracle Confidential – Internal/Restricted/Highly Restricted 11

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Resource Assignments – Team View
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Resource Assignments – Open Staffing
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Resource Assignments - Upcoming Work Look Ahead
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Resource Assignments – View Calendar
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Resource Assignments - VERY Customizable
Oracle Confidential – Internal/Restricted/Highly Restricted 16

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Resource Assignments - Advanced Filtering
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Resource Assignmetns - Save and share Views
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DEMO
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Simple
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Resource Assignments – Easy multi-assign

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Activities Screen – Easy multi-assign

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Activities Screen – Easy multi-assign
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Resource Staffing
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Dashboards – Open Requests for Resources Portlet
Create Resource Request or Assign Role on Project

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Dashboards – Open Requests for Resources Portlet
Open Requests for Portal configured to view Role
Team including
UI Designer Technical

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Dashboards – Open Requests for Resources Portlet
Search for resources that have some or all of the
required criteria. May also search on any of the
criteria

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Dashboards Tab – Open Requests for Resources Portlet
Results come back with a score based on post
assignment availability as well as a calendar
showing pre-assignment availability
Resource may be immediately assigned or search
may be conducted again

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DEMO
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Visibility
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Analysis Charts
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Resource Analysis - See a resource is overallocated…
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Resource Analysis - Drill in to see what projects…
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Resource Analysis - Drill in further to see what tasks
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Project Team Usage - single or all projects
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BI Publisher Reporting
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BI Publisher – Embedded in P6 Web
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BI Publisher – Schedule reports to run
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BI Publisher – Flexible Formats
PDF Flash
HTML Text
Excel CSV
PowerPoint XML
RTF
Oracle Confidential – Internal/Restricted/Highly Restricted 39

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BI Publisher - Limit Line
Displays actual units, remaining units, over allocated units, and limit for a Resource. Two templates
included.

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BI Publisher - Resource Allocation by Project
Displays a stacked histogram that shows effort (in hours) for selected resources, stacking bars by
project within the start and end date ranges.

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BI Publisher - Resource Stacked Histogram
Displays a stacked histogram that shows effort (in hours) for selected resources, stacking bars by
resource within the start and end date ranges.

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BI Publisher - Activity Resource Assignments
Lists resources assigned to each activity in the selected projects. Information includes start and finish
dates along with duration.

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BI Publisher - FTE (Headcount)
Displays a list of roles assigned to the selected project(s) along with the amount of time-phased
effort for each role, in full time equivalents, for the specified date range.

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BI Publisher - Resource Code Assignments
Displays a list all resource codes and resource code values along with the resources assigned to each
code value.

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DEMO
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Three Themes
Powerful
Simple
Visibility
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