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Release	
  Content	
  Document	
  
Oracle	
  Primavera	
  P6	
  Enterprise	
  Project	
  Portfolio	
  Management	
  
                              	
  
                              	
  
                              	
  
                              	
  
                              	
  
	
  
	
  
	
  
Release:	
                    	
     	
     8.1	
  
Creation	
  Date:	
           	
     	
     3/23/11	
  
Last	
  Updated:	
            	
     	
     5/10/11	
  
Version:	
                    	
     	
     5	
  
Status:	
   	
                	
     	
     FINAL	
  
Prepared	
  by:	
  	
  	
     	
     	
     Primavera	
  GBU	
  Product	
  Strategy	
  
                              	
                                	
  
 
       Table	
  of	
  Contents	
  

	
  

Introduction	
  .......................................................................................................................................	
  4	
  
       1.	
   Purpose	
  of	
  Document	
  ..............................................................................................	
  4	
  
       2.	
   Overview	
  of	
  Primavera	
  P6	
  Enterprise	
  Project	
  Portfolio	
  Management	
  Release	
  8.1	
  .	
  4	
  

New	
  Features	
  of	
  P6	
  R8.1	
  .................................................................................................................	
  5	
  
       3.	
   Alternatives	
  for	
  P6	
  Team	
  Members	
  to	
  Update	
  Status	
  .............................................	
  5	
  
            3.1.	
   Overview	
  .....................................................................................................................................	
  5	
  
            3.2.	
   Capabilities	
  ..................................................................................................................................	
  5	
  
               3.2.1.	
   P6	
  Team	
  Member	
  for	
  iPhone	
  App	
  ........................................................................................	
  5	
  
               3.2.2.	
   Statusing	
  Tasks	
  via	
  E-­‐mail	
  ....................................................................................................	
  6	
  

       4.	
   User	
  Interface	
  Improvements	
  ..................................................................................	
  7	
  
            4.1.	
   Overview	
  .....................................................................................................................................	
  7	
  
            4.2.	
   Capabilities	
  ..................................................................................................................................	
  7	
  
               4.2.1.	
   Tabbing	
  of	
  main	
  navigation	
  ..................................................................................................	
  7	
  
               4.2.2.	
   Replacement	
  of	
  icons	
  with	
  text	
     ............................................................................................	
  7	
  
               4.2.3.	
   Stationary	
  control	
  buttons	
  ...................................................................................................	
  8	
  

       5.	
   Project	
  Scheduling	
  ...................................................................................................	
  8	
  
            5.1.	
   User	
  Defined	
  Fields	
  (UDF)	
  Bars	
  in	
  the	
  Activities	
  Gantt	
  chart	
  .......................................................	
  8	
  

       6.	
   Resource	
  Management	
  ...........................................................................................	
  9	
  
            6.1.	
   Overview	
  .....................................................................................................................................	
  9	
  
            6.2.	
   Capabilities	
  ..................................................................................................................................	
  9	
  
               6.2.1.	
   Additional	
  control	
  of	
  resource	
  assignments	
  in	
  Project,	
  Activities	
             ........................................	
  9	
  
               6.2.2.	
   Ability	
  to	
  organize	
  resources	
  when	
  staffing	
  in	
  Project,	
  Activities	
  ........................................	
  9	
  
               6.2.3.	
   Ability	
  to	
  organize	
  resources	
  when	
  staffing	
  in	
  Resources,	
  Assignments	
  ...........................	
  10	
  
               6.2.4.	
   Monitor	
  projects	
  for	
  resource	
  over	
  allocation	
  to	
  avoid	
  impacts	
  .......................................	
  11	
  

       7.	
   Project	
  Risk	
  Management	
  .....................................................................................	
  12	
  
            7.1.	
   Overview	
  ...................................................................................................................................	
  12	
  
            7.2.	
   Capabilities	
  ................................................................................................................................	
  12	
  
               7.2.1.	
   Risk	
  Exposure	
  and	
  Score	
  Calculations	
  ................................................................................	
  12	
  
               7.2.2.	
   Improved	
  Risk	
  Categories	
        ...................................................................................................	
  13	
  
               7.2.3.	
   Risk	
  Threshold	
  Enhancements	
  ...........................................................................................	
  13	
  
               7.2.4.	
   Risk	
  Identification	
  Fields	
  ....................................................................................................	
  13	
  
               7.2.5.	
   Enhancements	
  to	
  Risk	
  Views	
        ..............................................................................................	
  13	
  

       8.	
   Portfolio	
  Management	
  ..........................................................................................	
  14	
  
            8.1.	
   Ability	
  to	
  drill	
  down	
  to	
  view	
  and	
  edit	
  WBS	
  User	
  Defined	
  Fields	
  ................................................	
  14	
  

       9.	
   Web-­‐based	
  Reporting	
  ............................................................................................	
  14	
  
            9.1.	
   Overview	
  ...................................................................................................................................	
  14	
  
            9.2.	
   Benefits	
  
                                ......................................................................................................................................	
  15	
  
               9.2.1.	
   P6	
  Reporting	
  Database	
  Now	
  Truly	
  Optional	
  for	
  BI	
  Publisher	
  Use	
  ......................................	
  15	
  
               9.2.2.	
   Oracle	
  Database	
  Technology	
  No	
  Longer	
  Required	
  for	
  Microsoft	
  SQL	
  Installations	
  ...........	
  16	
  


Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
                    	
  
                                                                                                                                                                               2	
  
9.2.3.	
   Improved	
  Performance	
  of	
  P6	
  Reporting	
  Database	
  ETL	
  Process	
  .........................................	
  16	
  
           9.3.	
   Capabilities	
  ................................................................................................................................	
  16	
  
              9.3.1.	
   Near	
  Real-­‐Time	
  Reporting	
  ..................................................................................................	
  16	
  
              9.3.2.	
   Limit	
  which	
  Projects	
  are	
  Available	
  for	
  Reporting	
  ...............................................................	
  16	
  
              9.3.3.	
   Utilize	
  Web-­‐based	
  Report	
  Layout	
  Editor	
  ............................................................................	
  16	
  
              9.3.4.	
   Create	
  Reports	
  that	
  Combine	
  P6	
  Data	
  with	
  Other	
  Data	
  Sources	
  .......................................	
  17	
  
           9.4.	
   P6	
  Analytics	
  ...............................................................................................................................	
  17	
  
              9.4.1.	
   Unlimited	
  Number	
  of	
  Dynamic	
  Codes	
  ................................................................................	
  17	
  

       10.	
   Administration	
  .....................................................................................................	
  17	
  
         10.1.	
   Improvements	
  to	
  Scheduled	
  Services	
  .....................................................................................	
  17	
  
         10.2.	
   User	
  Sessions	
  ...........................................................................................................................	
  18	
  

       11.	
   Technologies	
  ........................................................................................................	
  18	
  
         11.1.	
   Overview	
  .................................................................................................................................	
  18	
  
         11.2.	
   Updated	
  Platform	
  Support	
  ......................................................................................................	
  18	
  
         11.3.	
   Offline	
  Mode	
  ...........................................................................................................................	
  19	
  

	
              	
  




Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
                  	
  
                                                                                                                                                                             3	
  
Introduction	
  
1. Purpose	
  of	
  Document	
  
              This	
  Release	
  Content	
  Document	
  (RCD)	
  describes	
  product	
  features	
  that	
  are	
  new	
  or	
  
              enhanced	
  in	
  release	
  8.1	
  of	
  Oracle	
  Primavera	
  P6	
  Enterprise	
  Project	
  Portfolio	
  
              Management.	
  This	
  document	
  describes	
  new	
  or	
  changed	
  functionality	
  only.	
  Existing	
  
              functionality	
  from	
  prior	
  releases	
  is	
  not	
  described.	
  This	
  document	
  is	
  intended	
  solely	
  to	
  
              help	
  you	
  assess	
  the	
  new	
  or	
  changed	
  capabilities	
  and	
  business	
  benefits	
  of	
  release	
  8.1.	
  
              	
  
              This	
  document	
  in	
  any	
  form,	
  software	
  or	
  printed	
  matter,	
  contains	
  proprietary	
  
              information	
  that	
  is	
  the	
  exclusive	
  property	
  of	
  Oracle.	
  Your	
  access	
  to	
  and	
  use	
  of	
  this	
  
              proprietary	
  material	
  is	
  subject	
  to	
  the	
  terms	
  and	
  conditions	
  of	
  your	
  Oracle	
  Software	
  
              License	
  and	
  Service	
  Agreement,	
  which	
  has	
  been	
  executed	
  and	
  with	
  which	
  you	
  agree	
  to	
  
              comply.	
  This	
  document	
  and	
  information	
  contained	
  herein	
  may	
  not	
  be	
  disclosed,	
  copied,	
  
              reproduced	
  or	
  distributed	
  to	
  anyone	
  outside	
  Oracle	
  without	
  prior	
  written	
  consent	
  of	
  
              Oracle.	
  This	
  document	
  is	
  not	
  part	
  of	
  your	
  license	
  agreement	
  nor	
  can	
  it	
  be	
  incorporated	
  
              into	
  any	
  contractual	
  agreement	
  with	
  Oracle	
  or	
  its	
  subsidiaries	
  or	
  affiliates.	
  	
  This	
  
              document	
  is	
  for	
  informational	
  purposes	
  only	
  and	
  is	
  intended	
  solely	
  to	
  assist	
  you	
  in	
  
              planning	
  for	
  the	
  implementation	
  and	
  upgrade	
  of	
  the	
  product	
  features	
  described.	
  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	
  in	
  this	
  document	
  remains	
  at	
  the	
  sole	
  discretion	
  
              of	
  Oracle.	
  	
  
              	
  
2. Overview	
  of	
  Primavera	
  P6	
  Enterprise	
  Project	
  Portfolio	
  Management	
  
   Release	
  8.1	
  
              Release	
  8.1	
  is	
  the	
  latest	
  release	
  of	
  the	
  Oracle	
  Primavera	
  P6	
  solution.	
  This	
  release	
  
              includes	
  numerous	
  enhancements	
  and	
  a	
  streamlined	
  architecture	
  that	
  will	
  help	
  
              companies	
  effectively	
  plan,	
  build,	
  and	
  operate	
  their	
  business.	
  
              	
  
              Oracle	
  Primavera	
  P6	
  R8.1	
  is	
  focused	
  on	
  the	
  following	
  key	
  areas:	
  	
  
              1. Enabling	
  the	
  participation	
  of	
  individual	
  contributors	
  to	
  ensure	
  accurate	
  project	
  
                   schedules	
  
              2. Resource	
  improvements	
  to	
  better	
  support	
  staffing,	
  assigning	
  and	
  monitoring	
  of	
  
                   project	
  resources	
  
              3. Reporting	
  enhancements	
  to	
  ensure	
  up	
  to	
  date	
  reports	
  with	
  a	
  simplified	
  architecture	
  
              4. Risk	
  improvements	
  to	
  better	
  monitor	
  and	
  mitigate	
  project	
  risks	
  




Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
     	
  
                                                                                                                                                4	
  
New	
  Features	
  of	
  P6	
  R8.1	
  
                             	
  
                             	
  
3. Alternatives	
  for	
  P6	
  Team	
  Members	
  to	
  Update	
  Status	
  
       	
  
       3.1. Overview	
  
                             Accurate	
  project	
  status	
  is	
  critical	
  to	
  the	
  success	
  of	
  any	
  project.	
  	
  Capturing	
  the	
  
                             information	
  directly	
  from	
  the	
  people	
  doing	
  the	
  work	
  is	
  the	
  best	
  way	
  to	
  ensure	
  
                             your	
  schedule	
  reflects	
  the	
  true	
  progress.	
  	
  Release	
  8.1	
  offers	
  two	
  new,	
  easy	
  and	
  
                             convenient	
  options	
  for	
  Team	
  Members	
  to	
  update	
  their	
  work.	
  
                             	
  
       3.2. Capabilities	
  
            	
  
              3.2.1.	
  	
  	
  P6	
  Team	
  Member	
  for	
  iPhone	
  App	
  
                             A	
  new	
  iPhone	
  app	
  called	
  P6	
  Team	
  Member	
  for	
  iPhone	
  marks	
  a	
  significant	
  
                             milestone	
  in	
  our	
  commitment	
  to	
  deliver	
  the	
  benefits	
  of	
  P6	
  anywhere.	
  	
  Team	
  
                             Members	
  can	
  now	
  update	
  the	
  status	
  of	
  their	
  tasks	
  and	
  communicate	
  with	
  
                             others	
  wherever	
  they	
  are	
  to	
  ensure	
  project	
  success.	
  	
  	
  
                             The	
  Team	
  Member	
  app	
  is	
  optimized	
  to	
  work	
  on	
  an	
  iPhone,	
  but	
  also	
  runs	
  on	
  the	
  
                             iPad.	
  	
  The	
  app	
  will	
  be	
  available	
  for	
  download	
  from	
  the	
  Apple	
  app	
  store	
  pending	
  
                             approvals.	
  	
  
                     3.2.1.1 Status	
  Work	
  
                             All	
  assignments	
  the	
  user	
  is	
  assigned	
  automatically	
  appear	
  when	
  a	
  Team	
  Member	
  
                             logs	
  into	
  the	
  application.	
  	
  The	
  tasks	
  are	
  grouped	
  by	
  Project	
  and	
  each	
  has	
  a	
  
                             graphical	
  indicator	
  to	
  represent	
  the	
  percent	
  complete	
  and	
  health	
  of	
  the	
  task.	
  To	
  
                             update	
  the	
  status	
  of	
  the	
  task,	
  simply	
  drill	
  in	
  and	
  change	
  the	
  Time	
  Spent,	
  Time	
  
                             Left	
  and	
  Start	
  and/or	
  Finish	
  dates.	
  	
  The	
  changes	
  are	
  then	
  automatically	
  saved	
  to	
  
                             update	
  the	
  P6	
  schedule.	
  	
  	
  
              	
  




Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
        	
  
                                                                                                                                                            5	
  
 
                          	
  
              iPhone	
  app	
  automatically	
  displays	
  assigned	
  tasks	
  with	
  the	
  ability	
  to	
  update	
  status.	
  
                             	
  
                             	
  
                     3.2.1.2 Sending	
  E-­‐mail	
  about	
  Tasks	
  
                        From	
  the	
  details	
  of	
  a	
  task,	
  a	
  user	
  can	
  easily	
  send	
  an	
  E-­‐mail	
  to	
  facilitate	
  the	
  
                        communication	
  with	
  other	
  project	
  members	
  or	
  your	
  manager.	
  
                     3.2.1.3 Sending	
  Photos	
  about	
  Tasks	
  
                        From	
  the	
  details	
  of	
  a	
  task,	
  a	
  user	
  can	
  easily	
  attach	
  a	
  task	
  related	
  photograph	
  from	
  
                        the	
  iPhone	
  Camera	
  Roll	
  to	
  an	
  E-­‐mail	
  message.	
  	
  You	
  can	
  select	
  an	
  existing	
  
                        photograph	
  or	
  take	
  one	
  real	
  time	
  to	
  be	
  sent.	
  	
  	
  
                     3.2.1.4 Starring	
  of	
  Tasks	
  
                        A	
  user	
  can	
  mark	
  a	
  task	
  with	
  a	
  star	
  to	
  designate	
  it	
  as	
  an	
  important	
  or	
  favorite	
  
                        assignment	
  and	
  track	
  it	
  in	
  a	
  separate	
  list	
  with	
  other	
  starred	
  tasks	
  for	
  quick	
  and	
  
                        easy	
  access.	
  
                     3.2.1.5 Working	
  with	
  multiple	
  tasks	
  
                        A	
  quick	
  multi-­‐task	
  edit	
  mode	
  is	
  available	
  to	
  mark	
  multiple	
  tasks	
  complete	
  or	
  star	
  
                        them.	
  	
  Using	
  Edit	
  mode,	
  you	
  first	
  select	
  the	
  tasks	
  you	
  want	
  to	
  mark	
  and	
  then	
  
                        designate	
  them	
  as	
  completed	
  or	
  starred	
  all	
  at	
  once.	
  
	
  
              3.2.2.Statusing	
  Tasks	
  via	
  E-­‐mail	
  	
  
                             E-­‐mail	
  is	
  a	
  predominant	
  form	
  of	
  communication	
  in	
  any	
  enterprise.	
  	
  Release	
  8.1	
  
                             leverages	
  the	
  fact	
  that	
  Team	
  Members	
  are	
  in	
  E-­‐mail	
  throughout	
  the	
  day	
  and	
  
                             allows	
  them	
  to	
  status	
  their	
  P6	
  work	
  without	
  the	
  need	
  to	
  launch	
  the	
  P6	
  Web	
  or	
  
                             iPhone	
  apps.	
  	
  	
  	
  	
  With	
  E-­‐mail	
  you	
  can:	
  
                                  • Send	
  an	
  E-­‐mail	
  to	
  request	
  your	
  list	
  of	
  tasks	
  	
  
                                  • Filter	
  the	
  list	
  of	
  tasks	
  by	
  using	
  preset	
  filters	
  

Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
              	
  
                                                                                                                                                             6	
  
•       View	
  your	
  tasks	
  via	
  HTML	
  or	
  Plain	
  Text	
  grouped	
  by	
  Project	
  
                                      •       Update	
  the	
  Start	
  and	
  Finish	
  dates,	
  Time	
  Spent	
  and	
  Time	
  Left	
  on	
  each	
  
                                              task	
  and	
  send	
  it	
  back	
  to	
  update	
  the	
  P6	
  Project	
  plan	
  
                                      •       Easily	
  mark	
  a	
  task	
  completed	
  
                                      •       Receive	
  confirmation	
  message	
  for	
  updates	
  




                                                                                                                                                                            	
  
              	
               Team	
  member	
  logs	
  into	
  E-­‐mail	
  and	
  sees	
  assigned	
  tasks	
  with	
  the	
  ability	
  to	
  update	
  status	
  	
  
                               	
  
   	
  
4. User	
  Interface	
  Improvements	
  
       4.1. Overview	
  
                     The	
  application	
  interface	
  has	
  been	
  enhanced	
  to	
  simplify	
  navigation	
  and	
  provide	
  an	
  
                     expanded	
  work	
  area.	
  	
  	
  
       	
  
       4.2. 	
  Capabilities	
  
              4.2.1.Tabbing	
  of	
  main	
  navigation	
  
                               The	
  main	
  navigation	
  of	
  Dashboards,	
  Portfolios,	
  Resources	
  and	
  Projects	
  is	
  now	
  a	
  
                               tabbed	
  interface.	
  	
  This	
  simplifies	
  the	
  display	
  and	
  allows	
  you	
  to	
  clearly	
  know	
  
                               which	
  section	
  of	
  the	
  application	
  you	
  are	
  working.	
  	
  	
  
                                       	
  
              4.2.2.Replacement	
  of	
  icons	
  with	
  text	
  
                               The	
  secondary	
  navigation	
  now	
  displays	
  text	
  to	
  identify	
  the	
  different	
  pages.	
  	
  The	
  
                               text	
  allows	
  for	
  more	
  screen	
  real	
  estate	
  and	
  is	
  easier	
  to	
  see	
  the	
  items	
  than	
  in	
  
                               prior	
  releases	
  where	
  icons	
  were	
  used.	
  	
  	
  
                                        	
  




Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
                     	
  
                                                                                                                                                                                   7	
  
 
                             New	
  main	
  and	
  sub	
  navigation	
  to	
  streamline	
  usability	
  	
  
                             	
  
                             	
  
              4.2.3.Stationary	
  control	
  buttons	
  
                             A	
  new	
  control	
  area	
  has	
  been	
  added	
  for	
  scrolling	
  pages	
  so	
  it	
  is	
  always	
  easy	
  to	
  
                             select	
  the	
  Save	
  or	
  Cancel	
  buttons.	
  	
  An	
  example	
  of	
  this	
  is	
  in	
  the	
  My	
  	
  
                             Preferences	
  page.	
  	
  	
  
                                     	
  




                                                                                                                                                                      	
  
                             	
  Control	
  area	
  to	
  always	
  display	
  buttons	
  
       	
  
5. Project	
  Scheduling	
  	
  
       5.1. User	
  Defined	
  Fields	
  (UDF)	
  Bars	
  in	
  the	
  Activities	
  Gantt	
  chart	
  
               A	
  UDF	
  Bar	
  is	
  now	
  available	
  on	
  the	
  Activities	
  Gantt	
  chart.	
  Use	
  this	
  bar	
  to	
  view	
  the	
  
               current	
  schedule	
  against	
  selected	
  Activity	
  UDF	
  start	
  and	
  finish	
  dates.	
  	
  



Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
                	
  
                                                                                                                                                              8	
  
UDF	
  bars	
  can	
  be	
  used	
  to	
  show	
  a	
  risk	
  adjusted	
  schedule	
  using	
  dates	
  imported	
  from	
  
               Oracle	
  Primavera	
  Risk	
  Analysis.	
  
               	
  	
  
6. Resource	
  Management	
  
       6.1. Overview	
  
              There	
  have	
  been	
  several	
  improvements	
  to	
  processes	
  related	
  to	
  staffing	
  project	
  
              resources,	
  managing	
  existing	
  assignments	
  and	
  ensuring	
  resource	
  bottlenecks	
  don’t	
  
              impact	
  projects.	
  
              	
  
       6.2. Capabilities	
  
              6.2.1.	
  Additional	
  control	
  of	
  resource	
  assignments	
  in	
  Project,	
  Activities	
  
                             Project	
  managers	
  and	
  schedulers	
  can	
  view	
  and	
  edit	
  assignment	
  date	
  and	
  
                             durations	
  within	
  Project,	
  Activities	
  details	
  tab.	
  	
  Whenever	
  resources	
  need	
  to	
  be	
  
                             managed	
  in	
  detail	
  (e.g.	
  when	
  using	
  Timesheets),	
  the	
  PM	
  now	
  has	
  full	
  visibility	
  
                             and	
  control	
  into	
  all	
  assignment	
  fields.	
  	
  Some	
  of	
  these	
  were	
  previously	
  only	
  
                             accessible	
  from	
  the	
  Resources	
  section	
  or	
  Windows	
  Optional	
  Client.	
  
                             • Modify	
  columns	
  using	
  quick	
  select	
  from	
  dropdown	
  or	
  new	
  Customize	
  
                                  Columns	
  dialog	
  on	
  Assignments	
  detail	
  tab.	
  
                             • New	
  fields	
  include	
  planned,	
  actual	
  and	
  remaining	
  start	
  and	
  finish	
  dates.	
  
                             • Previously	
  viewable,	
  durations	
  are	
  now	
  editable	
  too.	
  
                             • For	
  those	
  using	
  the	
  Schedule	
  Preview	
  option,	
  assignment	
  changes	
  will	
  be	
  
                                  reflected	
  in	
  the	
  project	
  schedule.	
  
                             	
  
              6.2.2.	
  Ability	
  to	
  organize	
  resources	
  when	
  staffing	
  in	
  Project,	
  Activities	
  
                             Project	
  managers	
  and	
  schedulers	
  can	
  quickly	
  find	
  the	
  right	
  resources	
  to	
  work	
  on	
  
                             activities.	
  	
  Previously,	
  a	
  user	
  would	
  be	
  presented	
  with	
  the	
  entire	
  resource	
  
                             hierarchy.	
  	
  The	
  resource	
  list	
  can	
  be	
  narrowed	
  down,	
  by	
  applying	
  one	
  of	
  several	
  
                             options	
  to	
  filter	
  or	
  group.	
  	
  For	
  example,	
  users	
  can	
  narrow	
  the	
  list	
  of	
  resources	
  to	
  
                             only	
  those	
  within	
  a	
  location	
  by	
  using	
  Resource	
  Codes.	
  	
  	
  Also,	
  a	
  project	
  manager	
  
                             can	
  now	
  view	
  only	
  those	
  resources	
  already	
  assigned	
  to	
  the	
  project.	
  
                             • This	
  change	
  impacts	
  several	
  similar	
  dialogs	
  throughout	
  the	
  Project	
  section	
  
                                    including	
  Assignments	
  detail	
  tab,	
  Primary	
  Resource	
  column,	
  and	
  Risk	
  
                                    Owner.	
  
                             • Within	
  the	
  Select	
  Resources	
  dialog,	
  resources	
  can	
  be	
  viewed	
  by:	
  
                                        o Active	
  Resources	
  –	
  Displays	
  resource	
  pool	
  and	
  filters	
  out	
  Inactive	
  
                                        o All	
  Resources	
  –	
  Displays	
  entire	
  resource	
  pool	
  
                                        o Assigned	
  Role	
  –	
  Filters	
  to	
  only	
  those	
  resources	
  possessing	
  the	
  role	
  
                                                 on	
  the	
  assignment	
  
                                        o Opened	
  Projects	
  –	
  Filters	
  to	
  only	
  those	
  resources	
  already	
  associated	
  
                                                 to	
  project	
  via	
  assignment	
  or	
  allocation.	
  
                                        o Primary	
  Role	
  –	
  Groups	
  resources	
  by	
  their	
  primary	
  role	
  
                                        o Resource	
  Code	
  –	
  For	
  each	
  Code,	
  resources	
  are	
  grouped	
  based	
  on	
  
                                                 their	
  associated	
  resource	
  code	
  value	
  
                                        o Resource	
  Teams	
  –	
  Displays	
  all	
  resources	
  belonging	
  to	
  each	
  team	
  


Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
           	
  
                                                                                                                                                               9	
  
•                      The	
  ‘Select	
  Roles’	
  dialog	
  can	
  be	
  grouped	
  by	
  Role	
  Hierarchy	
  or	
  Role	
  Teams.	
  
                             •                      When	
  using	
  type-­‐ahead,	
  search	
  will	
  only	
  include	
  those	
  resources/roles	
  
                                                    within	
  the	
  View	
  applied.	
  




              Project	
  managers	
  can	
  narrow	
  the	
  resource	
  list	
  to	
  only	
  those	
  associated	
  to	
  current	
  project(s).	
  
              	
  
                             	
  	
  	
  	
  	
  
              6.2.3.	
  Ability	
  to	
  organize	
  resources	
  when	
  staffing	
  in	
  Resources,	
  Assignments	
  	
  
                             Resource	
  managers	
  can	
  quickly	
  find	
  the	
  right	
  resources	
  to	
  replace	
  or	
  staff	
  new	
  
                             assignments.	
  	
  Previously,	
  a	
  user	
  would	
  be	
  presented	
  with	
  the	
  entire	
  resource	
  
                             hierarchy.	
  	
  In	
  R8.1	
  the	
  resource	
  list	
  can	
  be	
  narrowed	
  down,	
  by	
  applying	
  one	
  of	
  
                             several	
  options	
  to	
  filter	
  or	
  group.	
  	
  For	
  example,	
  a	
  user	
  can	
  narrow	
  the	
  list	
  of	
  
                             resources	
  to	
  only	
  those	
  who	
  are	
  able	
  to	
  play	
  a	
  particular	
  role.	
  	
  	
  Also,	
  a	
  user	
  
                             might	
  only	
  search	
  within	
  a	
  certain	
  resource	
  team.	
  
                             • This	
  change	
  impacts	
  several	
  similar	
  dialogs	
  throughout	
  the	
  Resources	
  and	
  
                                 other	
  sections,	
  as	
  noted	
  above	
  for	
  Project,	
  Activities.	
  
                             • Assign	
  Resource	
  enables	
  users	
  to	
  select	
  a	
  resource	
  for	
  multiple	
  rows	
  
                                 regardless	
  of	
  the	
  existing	
  role	
  on	
  those	
  assignments.	
  	
  The	
  Assign	
  Resource	
  
                                 by	
  Role	
  also	
  allows	
  for	
  multiple	
  assignments;	
  however	
  this	
  method	
  assigns	
  
                                 resources	
  only	
  to	
  the	
  assignments	
  having	
  roles	
  they	
  already	
  possess.	
  
                                        o Both	
  allow	
  the	
  Select	
  Resource	
  dialog	
  to	
  remain	
  displayed	
  for	
  fast	
  
                                                assignments	
  of	
  multiple	
  rows	
  at	
  once.	
  
                                        o Both	
  can	
  be	
  used	
  to	
  replace	
  resources	
  or	
  fill	
  unstaffed	
  assignments.	
  
                             • The	
  Select	
  Roles	
  dialog	
  can	
  be	
  grouped	
  by	
  Role	
  Hierarchy	
  or	
  Role	
  Teams.	
  	
  
                             • When	
  using	
  type-­‐ahead,	
  search	
  will	
  only	
  include	
  those	
  resources/roles	
  
                                 within	
  the	
  View	
  applied.	
  




Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
                        	
  
                                                                                                                                                                        10	
  
 
              Resource	
  managers	
  can	
  staff	
  multiple	
  assignments	
  at	
  once	
  while	
  filtering	
  candidate	
  resources	
  by	
  role.	
  
                             	
  	
  	
  	
  	
  
                             	
  
              6.2.4.	
  Monitor	
  projects	
  for	
  resource	
  over	
  allocation	
  to	
  avoid	
  impacts	
  
                             While	
  resource	
  managers	
  (RMs)	
  may	
  be	
  concerned	
  with	
  balancing	
  each	
  
                             resource’s	
  workload	
  and	
  smoothing	
  their	
  utilization,	
  the	
  PM’s	
  first	
  responsibility	
  
                             is	
  typically	
  the	
  successful	
  outcome	
  of	
  the	
  project.	
  	
  An	
  ‘under	
  allocated’	
  resource	
  
                             can	
  represent	
  wasted	
  time	
  and	
  someone	
  should	
  manage	
  that.	
  	
  However,	
  the	
  
                             focus	
  here	
  is	
  for	
  ‘over	
  allocation’	
  since	
  an	
  overloaded	
  resource	
  can	
  lead	
  to	
  
                             delays,	
  cost	
  overruns	
  and	
  quality	
  compromises.	
  	
  Late	
  assignments	
  cause	
  
                             activities	
  to	
  slip,	
  which	
  can	
  have	
  a	
  cascading	
  effect	
  on	
  the	
  entire	
  project	
  
                             schedule.	
  	
  It‘s	
  critical	
  that	
  PM’s	
  identify	
  such	
  situations	
  early	
  so	
  that	
  they	
  can	
  
                             take	
  corrective	
  action.	
  
                             	
  
                             The	
  new	
  Check	
  Resource	
  Over-­‐allocation	
  feature	
  easily	
  identifies	
  troubled	
  
                             resources	
  and	
  highlights	
  their	
  conflicting	
  assignments.	
  	
  At	
  any	
  stage	
  in	
  the	
  
                             project	
  lifecycle,	
  a	
  PM	
  can	
  assess	
  the	
  resource	
  situation	
  without	
  having	
  to	
  page	
  
                             through	
  a	
  series	
  of	
  reports	
  or	
  analysis	
  views.	
  	
  A	
  new	
  Notifications	
  engine	
  will	
  
                             alert	
  the	
  PM	
  if	
  any	
  over	
  allocated	
  resources	
  exist	
  and	
  present	
  only	
  the	
  pertinent	
  
                             information	
  about	
  the	
  problem.	
  	
  With	
  the	
  overages	
  pinpointed,	
  the	
  PM	
  can	
  take	
  
                             action	
  by	
  shuffling	
  resources	
  and	
  their	
  assignments	
  to	
  alleviate	
  the	
  bottlenecks.	
  
	
  




Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
           	
  
                                                                                                                                                                 11	
  
 
              	
  
              Project	
  managers	
  see	
  the	
  notification	
  for	
  overallocated	
  resources	
  and	
  drill	
  in	
  to	
  view	
  and	
  fix	
  the	
  problem.	
  
              	
  

7. Project	
  Risk	
  Management	
  
                     	
  
       7.1. Overview	
  
            	
  
                     There	
  have	
  been	
  several	
  improvements	
  to	
  the	
  risk	
  management	
  functionality	
  in	
  P6	
  
                     EPPM	
  R8.1.	
  	
  These	
  include	
  the	
  addition	
  of	
  risk	
  exposure	
  values,	
  risk	
  identification	
  fields	
  
                     and	
  improved	
  thresholds.	
  	
  Additionally,	
  risk	
  categories	
  may	
  be	
  arranged	
  hierarchically.	
  	
  	
  
              	
  
       7.2. Capabilities	
  
              7.2.1.	
  Risk	
  Exposure	
  and	
  Score	
  Calculations	
  
                               When	
  managing	
  project	
  risks,	
  users	
  can	
  now	
  see	
  the	
  monetary	
  impact	
  each	
  risk	
  
                               has	
  on	
  your	
  project.	
  	
  In	
  addition,	
  one	
  can	
  track	
  a	
  time	
  dimension	
  for	
  risks	
  using	
  
                               the	
  start	
  and	
  finish	
  risk	
  exposure	
  dates.	
  	
  
                               	
  
                               Risk	
  exposure	
  fields	
  are	
  available	
  for	
  individual	
  risks,	
  risk	
  response	
  plans,	
  and	
  for	
  
                               the	
  risk	
  exposure	
  of	
  the	
  entire	
  project.	
  Risk	
  exposure	
  is	
  calculated	
  from	
  the	
  
                               values	
  selected	
  for	
  the	
  probability	
  and	
  cost	
  impact	
  of	
  each	
  risk.	
  	
  Users	
  can	
  view	
  
                               the	
  Project	
  Risk	
  Exposure	
  value,	
  the	
  total	
  exposure	
  for	
  all	
  risks	
  identified	
  in	
  the	
  
                               project,	
  in	
  the	
  EPS	
  view.	
  	
  
                               	
  
                               Additionally,	
  the	
  Project	
  Risk	
  Exposure	
  and	
  Project	
  Risk	
  Score	
  values	
  are	
  


Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
                	
  
                                                                                                                                                                          12	
  
available	
  for	
  analyzing	
  data	
  in	
  the	
  Portfolios	
  section	
  or	
  on	
  related	
  dashboards.	
  
                             These	
  fields	
  are	
  also	
  available	
  for	
  viewing	
  on	
  the	
  EPS	
  page.	
  
                             	
  
              7.2.2.	
  	
  Improved	
  Risk	
  Categories	
  
                             You	
  can	
  now	
  organize	
  risk	
  categories	
  in	
  a	
  hierarchy,	
  creating	
  a	
  risk	
  breakdown	
  
                             structure	
  to	
  identify	
  and	
  organize	
  project	
  risks	
  consistently	
  throughout	
  your	
  
                             organization.	
  	
  	
  	
  
       	
  
              7.2.3.	
  Risk	
  Threshold	
  Enhancements	
  
                             Two	
  new	
  risk	
  thresholds	
  are	
  now	
  available:	
  Cost	
  impact	
  by	
  percentage	
  and	
  
                             Schedule	
  impact	
  by	
  percentage.	
  The	
  cost	
  and	
  schedule	
  impact	
  thresholds	
  
                             available	
  in	
  R8	
  are	
  renamed	
  Cost	
  impact	
  by	
  value	
  and	
  Schedule	
  impact	
  by	
  value.	
  	
  
                             	
  
                             Using	
  the	
  by	
  percentage	
  impact	
  thresholds	
  enables	
  you	
  to	
  create	
  one	
  matrix	
  
                             that	
  can	
  be	
  used	
  across	
  multiple	
  projects	
  where	
  the	
  absolute	
  cost	
  and	
  schedule	
  
                             impacts	
  vary.	
  The	
  cost	
  impact	
  threshold	
  is	
  defined	
  as	
  a	
  percentage	
  of	
  the	
  
                             project's	
  planned	
  cost.	
  The	
  schedule	
  impact	
  threshold	
  is	
  defined	
  as	
  a	
  percentage	
  
                             of	
  time	
  in	
  the	
  planned	
  project.	
  
              7.2.4.Risk	
  Identification	
  Fields	
  

                             Identified	
  By	
  and	
  Identified	
  Date	
  fields	
  have	
  been	
  added	
  to	
  risks	
  to	
  help	
  track	
  
                             when	
  a	
  risk	
  was	
  identified	
  and	
  by	
  whom.	
  Knowing	
  who	
  identified	
  a	
  risk	
  enables	
  
                             you	
  to	
  consult	
  with	
  the	
  source,	
  if	
  need	
  be.	
  The	
  identified	
  date	
  is	
  helpful	
  in	
  a	
  
                             variety	
  of	
  ways,	
  including	
  tracking	
  the	
  time	
  between	
  when	
  the	
  risk	
  was	
  
                             identified	
  and	
  when	
  it	
  started	
  being	
  tracked.	
  

              7.2.5.Enhancements	
  to	
  Risk	
  Views	
  

                             The	
  risk	
  register	
  on	
  the	
  Risk	
  page	
  has	
  been	
  enhanced	
  to	
  allow	
  users	
  to:	
  	
  

                                    •      Group	
  by	
  all	
  available	
  fields,	
  except	
  Exposure.	
  	
  
                                    •      Cut	
  a	
  risk	
  and	
  paste	
  it	
  to	
  another	
  project	
  in	
  the	
  risk	
  register.	
  	
  
                                    •      Easily	
  identify	
  which	
  risks	
  have	
  active	
  response	
  plans.	
  	
  
                                    •      View	
  additional	
  activity-­‐related	
  fields	
  on	
  the	
  Activities	
  detail	
  tab.	
  	
  

                             The	
  Risks	
  detail	
  window	
  on	
  the	
  Activities	
  Page	
  is	
  enhanced	
  to	
  allow	
  users	
  to:	
  

                                    •      View	
  the	
  new	
  fields	
  for	
  Risk	
  Exposure:	
  Exposure,	
  Exposure	
  Start,	
  and	
  
                                           Exposure	
  Finish.	
  	
  
                                    •      Edit	
  the	
  new	
  identify	
  fields:	
  Identified	
  By	
  and	
  Identified	
  Date.	
  	
  
                                    •      Easily	
  identify	
  which	
  risks	
  have	
  active	
  response	
  plans.	
  	
  




Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
            	
  
                                                                                                                                                           13	
  
8. Portfolio	
  Management	
  
       8.1. Ability	
  to	
  drill	
  down	
  to	
  view	
  and	
  edit	
  WBS	
  User	
  Defined	
  Fields	
  
              When	
  reviewing	
  portfolios,	
  users	
  want	
  to	
  be	
  able	
  to	
  drill	
  into	
  the	
  details	
  of	
  project.	
  	
  
              Scorecards	
  enable	
  the	
  project	
  to	
  be	
  expanded	
  to	
  reveal	
  the	
  WBS	
  hierarchy	
  and	
  
              associated	
  data	
  for	
  each	
  WBS.	
  	
  	
  R8.1	
  introduces	
  the	
  ability	
  to	
  display	
  columns	
  for	
  WBS	
  
              User	
  Defined	
  Fields	
  (UDFs)	
  on	
  Scorecards,	
  which	
  are	
  available	
  in	
  both	
  Dashboards	
  and	
  
              the	
  Portfolio	
  Analysis	
  page.	
  	
  Scorecards	
  allow	
  users	
  to	
  view	
  UDFs	
  for	
  multiple	
  WBS	
  levels	
  
              at	
  a	
  single	
  glance.	
  	
  Those	
  users	
  with	
  security	
  privileges	
  can	
  edit	
  WBS	
  UDFs	
  in	
  the	
  
              columns.	
  	
  This	
  data	
  is	
  also	
  included	
  when	
  exporting	
  to	
  an	
  Excel	
  spreadsheet.	
  
              	
  
              Many	
  customers	
  store	
  information	
  from	
  other	
  systems	
  in	
  Primavera’s	
  WBS	
  UDFs.	
  	
  
              Common	
  examples	
  are	
  budgets	
  and	
  actual	
  costs	
  that	
  originate	
  in	
  a	
  financial	
  system	
  such	
  
              as	
  one	
  of	
  Oracle’s	
  ERP	
  applications	
  or	
  SAP.	
  	
  Another	
  example	
  includes	
  the	
  identification	
  
              of	
  cost	
  account	
  managers	
  to	
  the	
  WBS	
  and	
  other	
  earned	
  value	
  data	
  from	
  external	
  
              systems.	
  
                           	
  




                                                                                                                                                                	
  
                     Drill	
  down	
  to	
  view	
  and	
  edit	
  project	
  WBS	
  UDFs	
  from	
  dashboards	
  or	
  Portfolio	
  Analysis.	
  
              	
  
       	
  

9. Web-­‐based	
  Reporting	
  
       9.1. Overview	
  	
  
                             In	
  P6	
  EPPM	
  R8.0,	
  the	
  Oracle	
  Business	
  Intelligence	
  (BI)	
  Publisher	
  web-­‐based	
  
                             reporting	
  solution	
  was	
  dependent	
  on	
  the	
  Operational	
  Data	
  Store	
  (ODS)	
  and	
  its	
  
                             associated	
  Extract,	
  Transform	
  and	
  Load	
  (ETL)	
  process	
  for	
  access	
  to	
  P6	
  project	
  
                             management	
  data.	
  	
  	
  
                             	
  
                             In	
  P6	
  EPPM	
  R8.1,	
  the	
  P6	
  Database	
  (PMDB)	
  is	
  now	
  the	
  default	
  data	
  source	
  for	
  BI	
  
                             Publisher	
  reports,	
  removing	
  the	
  need	
  for	
  a	
  separate	
  ODS	
  database	
  and	
  ETL	
  
                             process:	
  
                                    • The	
  P6	
  Database	
  schema	
  has	
  been	
  expanded	
  to	
  include	
  new	
  tables	
  and	
  
                                           views	
  to	
  replicate	
  the	
  same	
  de-­‐normalized	
  and	
  persistent	
  data	
  model	
  as	
  



Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
               	
  
                                                                                                                                                       14	
  
is	
  currently	
  available	
  in	
  the	
  ODS.	
  	
  Hence,	
  any	
  reports	
  created	
  against	
  the	
  
                                           ODS	
  can	
  now	
  be	
  executed	
  directly	
  against	
  the	
  R8.1	
  PMDB.	
  
                                    •      Population	
  of	
  these	
  new	
  PMDB	
  tables	
  and	
  views	
  is	
  now	
  done	
  in-­‐place,	
  
                                           via	
  a	
  trickle	
  or	
  demand	
  ETL	
  process.	
  	
  New	
  project	
  and	
  enterprise	
  data-­‐
                                           publishing	
  services	
  are	
  introduced	
  which	
  run	
  in	
  the	
  background	
  to	
  
                                           ensure	
  that	
  as	
  changes	
  are	
  committed	
  to	
  the	
  core	
  P6	
  data	
  tables,	
  the	
  
                                           impact	
  of	
  these	
  changes	
  are	
  reflected	
  in	
  the	
  extended	
  P6	
  tables	
  and	
  
                                           views.	
  
                                    •      A	
  number	
  of	
  administrative	
  settings	
  are	
  introduced	
  to	
  control	
  the	
  
                                           frequency	
  and	
  throughput	
  of	
  the	
  new	
  project	
  and	
  enterprise	
  data-­‐
                                           publishing	
  services,	
  allowing	
  the	
  system	
  to	
  be	
  fine	
  tuned	
  to	
  meet	
  the	
  
                                           needs	
  of	
  the	
  particular	
  installation.	
  
                                    	
  




                                                                                                                                                                  	
  
                             Powerful	
  reporting	
  with	
  new	
  extended	
  tables	
  and	
  views	
  
                             	
  
                             P6	
  EPPM	
  R8.1	
  also	
  introduces	
  support	
  for	
  BI	
  Publisher	
  release	
  11g,	
  which	
  
                             includes	
  a	
  number	
  of	
  enhancements	
  to	
  improve	
  report	
  creation,	
  content	
  and	
  
                             delivery.	
  
                             	
  
       9.2. Benefits	
  
              9.2.1.P6	
  Reporting	
  Database	
  Now	
  Truly	
  Optional	
  for	
  BI	
  Publisher	
  Use	
  
                             Customers	
  no	
  longer	
  have	
  to	
  install	
  and	
  configure	
  the	
  ODS	
  and	
  associated	
  ETL	
  
                             process	
  of	
  the	
  P6	
  Reporting	
  Database	
  for	
  default	
  web-­‐based,	
  BI	
  Publisher	
  
                             reporting	
  from	
  P6.	
  	
  The	
  P6	
  Reporting	
  Database	
  now	
  becomes	
  a	
  truly	
  optional,	
  
                             ad-­‐on	
  component	
  to	
  P6,	
  supporting	
  P6	
  Analytics,	
  third	
  party	
  reporting	
  tools,	
  off-­‐
                             line	
  analysis,	
  and	
  consolidation	
  of	
  P6	
  data	
  into	
  larger,	
  corporate	
  data	
  
                             warehouses.	
  

Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
            	
  
                                                                                                                                                         15	
  
 
              9.2.2.Oracle	
  Database	
  Technology	
  No	
  Longer	
  Required	
  for	
  Microsoft	
  SQL	
  Installations	
  
                             In	
  P6	
  EPPM	
  R8.0,	
  customers	
  were	
  required	
  to	
  run	
  BI	
  Publisher	
  reports	
  against	
  
                             the	
  ODS,	
  which	
  was	
  supported	
  on	
  Oracle	
  database	
  technology	
  only.	
  	
  MS	
  SQL	
  
                             Server	
  customers	
  needed	
  to	
  license	
  an	
  Oracle	
  database	
  and	
  implement	
  a	
  
                             gateway	
  to	
  transfer	
  data	
  from	
  the	
  P6	
  PMDB	
  on	
  MS	
  SQL	
  Server	
  to	
  the	
  ODS	
  
                             stored	
  on	
  an	
  Oracle	
  database.	
  
                             	
  
                             With	
  P6	
  EPPM	
  R8.1,	
  customers	
  now	
  leverage	
  the	
  P6	
  PDMB	
  directly	
  for	
  all	
  their	
  
                             BI	
  Publisher	
  enterprise	
  reporting.	
  	
  This	
  allows	
  MS	
  SQL	
  Server	
  customers	
  to	
  run	
  
                             reports	
  directly	
  against	
  the	
  PMDB.	
  	
  An	
  Oracle	
  database	
  is	
  no	
  longer	
  required.	
  
                             	
  
              9.2.3.Improved	
  Performance	
  of	
  P6	
  Reporting	
  Database	
  ETL	
  Process	
  
                             In	
  previous	
  releases	
  of	
  the	
  P6	
  Reporting	
  Database,	
  the	
  bulk	
  of	
  the	
  time	
  spent	
  
                             during	
  the	
  ETL	
  process	
  was	
  doing	
  the	
  data	
  transformation.	
  	
  Now	
  that	
  this	
  data	
  
                             transformation	
  is	
  done	
  in-­‐place,	
  via	
  a	
  trickle	
  or	
  demand	
  “ETL”	
  process	
  within	
  P6,	
  
                             the	
  ETL	
  to	
  the	
  P6	
  Reporting	
  Database	
  ODS	
  is	
  now	
  simply	
  just	
  an	
  export	
  of	
  the	
  
                             current	
  contents	
  of	
  the	
  extended	
  tables	
  and	
  views	
  in	
  PMDB	
  to	
  the	
  ODS.	
  	
  The	
  
                             time	
  required	
  to	
  complete	
  this	
  process	
  is	
  expected	
  to	
  be	
  significantly	
  less	
  than	
  
                             in	
  previous	
  releases.	
  
                             	
  	
  
       9.3. Capabilities	
  
              9.3.1.Near	
  Real-­‐Time	
  Reporting	
  
                             You	
  no	
  longer	
  have	
  to	
  wait	
  until	
  the	
  ETL	
  process	
  has	
  run	
  to	
  incorporate	
  recent	
  
                             P6	
  data	
  changes	
  into	
  the	
  ODS	
  such	
  that	
  they	
  will	
  be	
  reflected	
  in	
  BI	
  Publisher	
  
                             reports.	
  	
  BI	
  Publisher	
  reports	
  now	
  by	
  default	
  utilize	
  an	
  extended	
  PMDB	
  as	
  the	
  
                             data	
  source.	
  	
  As	
  changes	
  are	
  made,	
  the	
  corresponding	
  reporting	
  data	
  source	
  
                             tables	
  and	
  views	
  within	
  PMDB	
  will	
  be	
  automatically	
  updated	
  to	
  reflect	
  the	
  
                             changes,	
  allowing	
  for	
  near	
  real-­‐time	
  access	
  to	
  changed	
  data	
  in	
  reports.	
  
                             	
  
              9.3.2.Limit	
  which	
  Projects	
  are	
  Available	
  for	
  Reporting	
  
                             It	
  is	
  often	
  the	
  case	
  that	
  certain	
  projects	
  should	
  not	
  be	
  included	
  in	
  reports.	
  For	
  
                             example,	
  they	
  could	
  be	
  ‘what-­‐if’	
  type	
  projects	
  not	
  ready	
  to	
  be	
  published	
  or	
  long	
  
                             since	
  completed	
  projects	
  which	
  you	
  don’t	
  want	
  showing	
  up	
  in	
  your	
  list	
  of	
  
                             current	
  projects.	
  	
  Individual	
  projects	
  can	
  now	
  be	
  excluded	
  from	
  the	
  data-­‐
                             publication	
  services	
  such	
  that	
  they	
  are	
  not	
  visible	
  to	
  P6	
  EPPM	
  BI	
  Publisher	
  
                             reporting	
  and	
  are	
  not	
  included	
  in	
  the	
  ETL	
  to	
  the	
  P6	
  Reporting	
  Database.	
  
	
  
              9.3.3.Utilize	
  Web-­‐based	
  Report	
  Layout	
  Editor	
  
                             BI	
  Publisher	
  11g	
  includes	
  a	
  web-­‐based,	
  WYSIWYG	
  report	
  authoring	
  tool	
  that	
  can	
  
                             be	
  used	
  to	
  easily	
  create	
  high	
  fidelity,	
  pixel	
  perfect	
  reports	
  right	
  from	
  within	
  BI	
  
                             Publisher.	
  	
  Customers	
  can	
  continue	
  to	
  us	
  the	
  MS	
  Word	
  or	
  Adobe	
  Acrobat	
  report	
  
                             editor	
  plug-­‐ins.	
  
                             	
  

Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
         	
  
                                                                                                                                                         16	
  
9.3.4.Create	
  Reports	
  that	
  Combine	
  P6	
  Data	
  with	
  Other	
  Data	
  Sources	
  
                                  BI	
  Publisher	
  11g	
  allows	
  for	
  reports	
  to	
  be	
  created	
  which	
  combine	
  data	
  from	
  more	
  
                                  than	
  one	
  data	
  source.	
  	
  Create	
  a	
  single	
  report	
  or	
  form	
  to	
  combine	
  data	
  from	
  P6	
  
                                  with	
  a	
  number	
  of	
  additional	
  data	
  source	
  providers	
  including	
  SQL,	
  MDX,	
  XML,	
  
                                  Web	
  Services,	
  and	
  even	
  MS	
  Excel.	
  
	
  
       9.4. P6	
  Analytics	
  
                                  P6	
  Analytics	
  is	
  an	
  add-­‐on,	
  packaged	
  application	
  for	
  gathering,	
  storing,	
  analyzing,	
  
                                  sharing	
  and	
  providing	
  access	
  to	
  project	
  data	
  to	
  help	
  enterprises	
  make	
  better	
  
                                  business	
  decisions.	
  	
  It	
  is	
  a	
  combination	
  of	
  the	
  P6	
  Reporting	
  Database	
  and	
  Oracle	
  
                                  Business	
  Intelligence.	
  	
  
                                  	
  
              9.4.1.Unlimited	
  Number	
  of	
  Dynamic	
  Codes	
  
                                  The	
  P6	
  EPPM	
  R8.1	
  compatible	
  release	
  of	
  P6	
  Analytics	
  (R1.2)	
  now	
  allows	
  for	
  an	
  
                                  unlimited	
  number	
  of	
  Activity,	
  Resource	
  and	
  Project	
  Codes	
  to	
  be	
  configured	
  for	
  
                                  inclusion	
  in	
  the	
  Oracle	
  Business	
  Intelligence	
  (OBI)	
  Answers	
  and	
  Dashboards	
  
                                  applications.	
  
	
  
       *	
  For	
  additional	
  details	
  please	
  refer	
  the	
  white	
  paper	
  on	
  P6	
  Publication	
  Services.	
  
                          	
  
10.Administration	
  
       10.1.                      Improvements	
  to	
  Scheduled	
  Services	
  
                                  Scheduled	
  Services	
  are	
  important	
  for	
  administrators	
  who	
  want	
  to	
  manage	
  
                                  background	
  jobs	
  for	
  various	
  functions	
  of	
  the	
  application.	
  	
  R8.1	
  improves	
  the	
  
                                  administrator’s	
  ability	
  to	
  track	
  and	
  control	
  scheduled	
  services.	
  
                       	
  	
  
                                        •     Schedules	
  Services	
  dialog	
  renamed	
  to	
  Project	
  Scheduled	
  Services	
  
                                        •     Rolling	
  Data	
  Date	
  –	
  When	
  scheduling	
  services,	
  administrators	
  can	
  
                                              choose	
  to	
  have	
  the	
  Data	
  Date	
  (DD)	
  advance	
  automatically	
  based	
  on	
  
                                              current	
  DD	
  plus	
  n	
  days	
  or	
  based	
  on	
  the	
  scheduled	
  services	
  run	
  time.	
  	
  
                                              This	
  applies	
  to	
  Apply	
  Actuals,	
  Scheduling,	
  and	
  Leveling	
  services.	
  




                                                                                                                                            	
  


Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
              	
  
                                                                                                                                                                17	
  
Data	
  Date	
  can	
  automatically	
  advance	
  for	
  scheduled	
  jobs.	
  
                                           	
  

                                    •      Global	
  Scheduled	
  Services	
  dialog	
  available	
  under	
  Administer	
  menu	
  
                                    	
  




                                                                                                                                                                         	
  
                             View	
  and	
  schedule	
  global	
  jobs	
  including	
  Enterprise	
  Data,	
  Enterprise	
  Summary	
  Data,	
  Resource	
  
                             Management	
  Data,	
  and	
  Security	
  Data.	
  

                                    •      Standardized	
  log	
  files	
  for	
  all	
  services	
  including	
  language	
  translation	
  
                                           capability.	
  
                                    •      New	
  log	
  file	
  for	
  Recalculate	
  Assignment	
  Costs	
  service	
  
                                    •      New	
  log	
  file	
  for	
  Store	
  Period	
  Performance	
  service	
  
                                    •      Added	
  project	
  fields	
  for	
  Last	
  Scheduled	
  and	
  Last	
  Leveled.	
  	
  These	
  are	
  
                                           available	
  within	
  EPS	
  view	
  and	
  Scorecards.	
  
                                           	
  
       10.2.                 User	
  Sessions	
  
                             A	
  User	
  Sessions	
  page	
  has	
  been	
  added	
  under	
  the	
  Administration	
  Menu.	
  	
  This	
  
                             page	
  allows	
  you	
  to	
  reset	
  sessions	
  for	
  users	
  who	
  have	
  been	
  locked	
  out.	
  	
  A	
  user	
  
                             may	
  be	
  locked	
  out	
  and	
  unable	
  to	
  login	
  to	
  P6	
  if	
  they	
  have	
  attempted	
  to	
  login	
  to	
  a	
  
                             session	
  that	
  is	
  already	
  running	
  or	
  if	
  they	
  have	
  repeatedly	
  entered	
  login	
  
                             information	
  incorrectly.	
  	
  	
  
                             	
  
11.Technologies	
  
       11.1.                 	
  Overview	
  
                             With	
  every	
  release	
  of	
  P6,	
  new	
  technologies	
  are	
  adopted	
  to	
  provide	
  new	
  
                             capabilities,	
  reduce	
  implementation	
  effort,	
  and	
  lower	
  cost	
  of	
  ownership.	
  
       	
  
       11.2.                 	
  Updated	
  Platform	
  Support	
  
                             In	
  R8.1,	
  the	
  following	
  new	
  platforms	
  are	
  now	
  supported:	
  	
  
                                                   • Google	
  Chrome	
  Browser	
  
                                                   • Java	
  JRE	
  1.6.0_24	
  


Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
            	
  
                                                                                                                                                                18	
  
• BI	
  Publisher	
  11g	
  
                                                  • Universal	
  Content	
  Management	
  (UCM)	
  11g	
  
                                                  • Oracle	
  Enterprise	
  Manager	
  11g	
  
                                                  • HP-­‐UX	
  Itanium	
  
                                                  • Brazilian	
  Portuguese	
  language	
  support	
  	
  
                                                    	
  
               *	
  For	
  additional	
  details	
  please	
  refer	
  the	
  8.1	
  version	
  of	
  Tested	
  Configurations	
  document.	
  
	
  
       11.3.                 Offline	
  Mode	
  
                             P6	
  Professional	
  R8.1	
  is	
  now	
  available	
  for	
  users	
  who	
  need	
  to	
  work	
  on	
  their	
  
                             projects	
  in	
  an	
  offline	
  mode.	
  	
  P6	
  Professional	
  can	
  be	
  installed	
  as	
  a	
  stand-­‐alone	
  
                             product	
  on	
  an	
  individual’s	
  machine	
  side-­‐by-­‐side	
  with	
  the	
  P6	
  Optional	
  
                             Client.	
  	
  Projects	
  may	
  be	
  imported	
  into	
  the	
  local	
  version	
  of	
  P6	
  Professional	
  and	
  
                             worked	
  on	
  in	
  a	
  non-­‐connected	
  environment.	
  	
  When	
  changes	
  are	
  complete	
  and	
  
                             connectivity	
  is	
  available,	
  the	
  project	
  can	
  then	
  be	
  imported	
  back	
  into	
  the	
  EPPM	
  
                             database.	
  
                             	
  
	
                                                       	
  




Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
        	
  
                                                                                                                                                       19	
  
 
                             	
  
                             Oracle	
  Corporation	
  
                             World	
  Headquarters	
  
                             500	
  Oracle	
  Parkway	
  
                             Redwood	
  Shores,	
  CA	
  94065	
  
                             USA	
  
                             Worldwide	
  Inquiries:	
  
                             650.506.7000	
  
                             Fax:	
  650.506.7200	
  
                             http://www.oracle.com	
  
                             Oracle	
  Corporation	
  (Nasdaq:	
  ORCL)	
  is	
  the	
  world’s	
  leading	
  supplier	
  of	
  software	
  
                             for	
  information	
  management,	
  and	
  the	
  world’s	
  second	
  largest	
  independent	
  
                             software	
  company.	
  With	
  annual	
  revenues	
  of	
  more	
  than	
  $10.1	
  billion,	
  the	
  
                             company	
  offers	
  its	
  database,	
  tools	
  and	
  application	
  products,	
  along	
  with	
  related	
  
                             consulting,	
  education,	
  and	
  support	
  services,	
  in	
  more	
  than	
  145	
  countries	
  around	
  
                             the	
  world.	
  	
  Features	
  and	
  screen	
  shots	
  shown	
  may	
  not	
  correspond	
  exactly	
  to	
  the	
  
                             released	
  product.	
  Oracle	
  is	
  a	
  registered	
  trademark	
  of	
  Oracle	
  Corporation.	
  
                             All	
  other	
  company	
  and	
  product	
  names	
  mentioned	
  are	
  used	
  for	
  identification	
  
                             purposes	
  only	
  and	
  may	
  be	
  trademarks	
  of	
  their	
  respective	
  owners.	
  
                             	
  
                             Copyright	
  ©	
  2011	
  Oracle	
  Corporation.	
  All	
  Rights	
  Reserved	
  
                             	
  
                             	
  
                             	
  
                             	
  
                             	
                                                	
  




Oracle	
  Primavera	
  P6	
  EPPM	
  R8.1	
  Release	
  Content	
  Document	
      	
  
                                                                                                                                                  20	
  

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Primavera Release Notes 8.1

  • 1.         Release  Content  Document   Oracle  Primavera  P6  Enterprise  Project  Portfolio  Management                   Release:       8.1   Creation  Date:       3/23/11   Last  Updated:       5/10/11   Version:       5   Status:         FINAL   Prepared  by:           Primavera  GBU  Product  Strategy      
  • 2.   Table  of  Contents     Introduction  .......................................................................................................................................  4   1.   Purpose  of  Document  ..............................................................................................  4   2.   Overview  of  Primavera  P6  Enterprise  Project  Portfolio  Management  Release  8.1  .  4   New  Features  of  P6  R8.1  .................................................................................................................  5   3.   Alternatives  for  P6  Team  Members  to  Update  Status  .............................................  5   3.1.   Overview  .....................................................................................................................................  5   3.2.   Capabilities  ..................................................................................................................................  5   3.2.1.   P6  Team  Member  for  iPhone  App  ........................................................................................  5   3.2.2.   Statusing  Tasks  via  E-­‐mail  ....................................................................................................  6   4.   User  Interface  Improvements  ..................................................................................  7   4.1.   Overview  .....................................................................................................................................  7   4.2.   Capabilities  ..................................................................................................................................  7   4.2.1.   Tabbing  of  main  navigation  ..................................................................................................  7   4.2.2.   Replacement  of  icons  with  text   ............................................................................................  7   4.2.3.   Stationary  control  buttons  ...................................................................................................  8   5.   Project  Scheduling  ...................................................................................................  8   5.1.   User  Defined  Fields  (UDF)  Bars  in  the  Activities  Gantt  chart  .......................................................  8   6.   Resource  Management  ...........................................................................................  9   6.1.   Overview  .....................................................................................................................................  9   6.2.   Capabilities  ..................................................................................................................................  9   6.2.1.   Additional  control  of  resource  assignments  in  Project,  Activities   ........................................  9   6.2.2.   Ability  to  organize  resources  when  staffing  in  Project,  Activities  ........................................  9   6.2.3.   Ability  to  organize  resources  when  staffing  in  Resources,  Assignments  ...........................  10   6.2.4.   Monitor  projects  for  resource  over  allocation  to  avoid  impacts  .......................................  11   7.   Project  Risk  Management  .....................................................................................  12   7.1.   Overview  ...................................................................................................................................  12   7.2.   Capabilities  ................................................................................................................................  12   7.2.1.   Risk  Exposure  and  Score  Calculations  ................................................................................  12   7.2.2.   Improved  Risk  Categories   ...................................................................................................  13   7.2.3.   Risk  Threshold  Enhancements  ...........................................................................................  13   7.2.4.   Risk  Identification  Fields  ....................................................................................................  13   7.2.5.   Enhancements  to  Risk  Views   ..............................................................................................  13   8.   Portfolio  Management  ..........................................................................................  14   8.1.   Ability  to  drill  down  to  view  and  edit  WBS  User  Defined  Fields  ................................................  14   9.   Web-­‐based  Reporting  ............................................................................................  14   9.1.   Overview  ...................................................................................................................................  14   9.2.   Benefits   ......................................................................................................................................  15   9.2.1.   P6  Reporting  Database  Now  Truly  Optional  for  BI  Publisher  Use  ......................................  15   9.2.2.   Oracle  Database  Technology  No  Longer  Required  for  Microsoft  SQL  Installations  ...........  16   Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     2  
  • 3. 9.2.3.   Improved  Performance  of  P6  Reporting  Database  ETL  Process  .........................................  16   9.3.   Capabilities  ................................................................................................................................  16   9.3.1.   Near  Real-­‐Time  Reporting  ..................................................................................................  16   9.3.2.   Limit  which  Projects  are  Available  for  Reporting  ...............................................................  16   9.3.3.   Utilize  Web-­‐based  Report  Layout  Editor  ............................................................................  16   9.3.4.   Create  Reports  that  Combine  P6  Data  with  Other  Data  Sources  .......................................  17   9.4.   P6  Analytics  ...............................................................................................................................  17   9.4.1.   Unlimited  Number  of  Dynamic  Codes  ................................................................................  17   10.   Administration  .....................................................................................................  17   10.1.   Improvements  to  Scheduled  Services  .....................................................................................  17   10.2.   User  Sessions  ...........................................................................................................................  18   11.   Technologies  ........................................................................................................  18   11.1.   Overview  .................................................................................................................................  18   11.2.   Updated  Platform  Support  ......................................................................................................  18   11.3.   Offline  Mode  ...........................................................................................................................  19       Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     3  
  • 4. Introduction   1. Purpose  of  Document   This  Release  Content  Document  (RCD)  describes  product  features  that  are  new  or   enhanced  in  release  8.1  of  Oracle  Primavera  P6  Enterprise  Project  Portfolio   Management.  This  document  describes  new  or  changed  functionality  only.  Existing   functionality  from  prior  releases  is  not  described.  This  document  is  intended  solely  to   help  you  assess  the  new  or  changed  capabilities  and  business  benefits  of  release  8.1.     This  document  in  any  form,  software  or  printed  matter,  contains  proprietary   information  that  is  the  exclusive  property  of  Oracle.  Your  access  to  and  use  of  this   proprietary  material  is  subject  to  the  terms  and  conditions  of  your  Oracle  Software   License  and  Service  Agreement,  which  has  been  executed  and  with  which  you  agree  to   comply.  This  document  and  information  contained  herein  may  not  be  disclosed,  copied,   reproduced  or  distributed  to  anyone  outside  Oracle  without  prior  written  consent  of   Oracle.  This  document  is  not  part  of  your  license  agreement  nor  can  it  be  incorporated   into  any  contractual  agreement  with  Oracle  or  its  subsidiaries  or  affiliates.    This   document  is  for  informational  purposes  only  and  is  intended  solely  to  assist  you  in   planning  for  the  implementation  and  upgrade  of  the  product  features  described.  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  in  this  document  remains  at  the  sole  discretion   of  Oracle.       2. Overview  of  Primavera  P6  Enterprise  Project  Portfolio  Management   Release  8.1   Release  8.1  is  the  latest  release  of  the  Oracle  Primavera  P6  solution.  This  release   includes  numerous  enhancements  and  a  streamlined  architecture  that  will  help   companies  effectively  plan,  build,  and  operate  their  business.     Oracle  Primavera  P6  R8.1  is  focused  on  the  following  key  areas:     1. Enabling  the  participation  of  individual  contributors  to  ensure  accurate  project   schedules   2. Resource  improvements  to  better  support  staffing,  assigning  and  monitoring  of   project  resources   3. Reporting  enhancements  to  ensure  up  to  date  reports  with  a  simplified  architecture   4. Risk  improvements  to  better  monitor  and  mitigate  project  risks   Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     4  
  • 5. New  Features  of  P6  R8.1       3. Alternatives  for  P6  Team  Members  to  Update  Status     3.1. Overview   Accurate  project  status  is  critical  to  the  success  of  any  project.    Capturing  the   information  directly  from  the  people  doing  the  work  is  the  best  way  to  ensure   your  schedule  reflects  the  true  progress.    Release  8.1  offers  two  new,  easy  and   convenient  options  for  Team  Members  to  update  their  work.     3.2. Capabilities     3.2.1.      P6  Team  Member  for  iPhone  App   A  new  iPhone  app  called  P6  Team  Member  for  iPhone  marks  a  significant   milestone  in  our  commitment  to  deliver  the  benefits  of  P6  anywhere.    Team   Members  can  now  update  the  status  of  their  tasks  and  communicate  with   others  wherever  they  are  to  ensure  project  success.       The  Team  Member  app  is  optimized  to  work  on  an  iPhone,  but  also  runs  on  the   iPad.    The  app  will  be  available  for  download  from  the  Apple  app  store  pending   approvals.     3.2.1.1 Status  Work   All  assignments  the  user  is  assigned  automatically  appear  when  a  Team  Member   logs  into  the  application.    The  tasks  are  grouped  by  Project  and  each  has  a   graphical  indicator  to  represent  the  percent  complete  and  health  of  the  task.  To   update  the  status  of  the  task,  simply  drill  in  and  change  the  Time  Spent,  Time   Left  and  Start  and/or  Finish  dates.    The  changes  are  then  automatically  saved  to   update  the  P6  schedule.         Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     5  
  • 6.     iPhone  app  automatically  displays  assigned  tasks  with  the  ability  to  update  status.       3.2.1.2 Sending  E-­‐mail  about  Tasks   From  the  details  of  a  task,  a  user  can  easily  send  an  E-­‐mail  to  facilitate  the   communication  with  other  project  members  or  your  manager.   3.2.1.3 Sending  Photos  about  Tasks   From  the  details  of  a  task,  a  user  can  easily  attach  a  task  related  photograph  from   the  iPhone  Camera  Roll  to  an  E-­‐mail  message.    You  can  select  an  existing   photograph  or  take  one  real  time  to  be  sent.       3.2.1.4 Starring  of  Tasks   A  user  can  mark  a  task  with  a  star  to  designate  it  as  an  important  or  favorite   assignment  and  track  it  in  a  separate  list  with  other  starred  tasks  for  quick  and   easy  access.   3.2.1.5 Working  with  multiple  tasks   A  quick  multi-­‐task  edit  mode  is  available  to  mark  multiple  tasks  complete  or  star   them.    Using  Edit  mode,  you  first  select  the  tasks  you  want  to  mark  and  then   designate  them  as  completed  or  starred  all  at  once.     3.2.2.Statusing  Tasks  via  E-­‐mail     E-­‐mail  is  a  predominant  form  of  communication  in  any  enterprise.    Release  8.1   leverages  the  fact  that  Team  Members  are  in  E-­‐mail  throughout  the  day  and   allows  them  to  status  their  P6  work  without  the  need  to  launch  the  P6  Web  or   iPhone  apps.          With  E-­‐mail  you  can:   • Send  an  E-­‐mail  to  request  your  list  of  tasks     • Filter  the  list  of  tasks  by  using  preset  filters   Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     6  
  • 7. View  your  tasks  via  HTML  or  Plain  Text  grouped  by  Project   • Update  the  Start  and  Finish  dates,  Time  Spent  and  Time  Left  on  each   task  and  send  it  back  to  update  the  P6  Project  plan   • Easily  mark  a  task  completed   • Receive  confirmation  message  for  updates       Team  member  logs  into  E-­‐mail  and  sees  assigned  tasks  with  the  ability  to  update  status         4. User  Interface  Improvements   4.1. Overview   The  application  interface  has  been  enhanced  to  simplify  navigation  and  provide  an   expanded  work  area.         4.2.  Capabilities   4.2.1.Tabbing  of  main  navigation   The  main  navigation  of  Dashboards,  Portfolios,  Resources  and  Projects  is  now  a   tabbed  interface.    This  simplifies  the  display  and  allows  you  to  clearly  know   which  section  of  the  application  you  are  working.         4.2.2.Replacement  of  icons  with  text   The  secondary  navigation  now  displays  text  to  identify  the  different  pages.    The   text  allows  for  more  screen  real  estate  and  is  easier  to  see  the  items  than  in   prior  releases  where  icons  were  used.         Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     7  
  • 8.   New  main  and  sub  navigation  to  streamline  usability         4.2.3.Stationary  control  buttons   A  new  control  area  has  been  added  for  scrolling  pages  so  it  is  always  easy  to   select  the  Save  or  Cancel  buttons.    An  example  of  this  is  in  the  My     Preferences  page.            Control  area  to  always  display  buttons     5. Project  Scheduling     5.1. User  Defined  Fields  (UDF)  Bars  in  the  Activities  Gantt  chart   A  UDF  Bar  is  now  available  on  the  Activities  Gantt  chart.  Use  this  bar  to  view  the   current  schedule  against  selected  Activity  UDF  start  and  finish  dates.     Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     8  
  • 9. UDF  bars  can  be  used  to  show  a  risk  adjusted  schedule  using  dates  imported  from   Oracle  Primavera  Risk  Analysis.       6. Resource  Management   6.1. Overview   There  have  been  several  improvements  to  processes  related  to  staffing  project   resources,  managing  existing  assignments  and  ensuring  resource  bottlenecks  don’t   impact  projects.     6.2. Capabilities   6.2.1.  Additional  control  of  resource  assignments  in  Project,  Activities   Project  managers  and  schedulers  can  view  and  edit  assignment  date  and   durations  within  Project,  Activities  details  tab.    Whenever  resources  need  to  be   managed  in  detail  (e.g.  when  using  Timesheets),  the  PM  now  has  full  visibility   and  control  into  all  assignment  fields.    Some  of  these  were  previously  only   accessible  from  the  Resources  section  or  Windows  Optional  Client.   • Modify  columns  using  quick  select  from  dropdown  or  new  Customize   Columns  dialog  on  Assignments  detail  tab.   • New  fields  include  planned,  actual  and  remaining  start  and  finish  dates.   • Previously  viewable,  durations  are  now  editable  too.   • For  those  using  the  Schedule  Preview  option,  assignment  changes  will  be   reflected  in  the  project  schedule.     6.2.2.  Ability  to  organize  resources  when  staffing  in  Project,  Activities   Project  managers  and  schedulers  can  quickly  find  the  right  resources  to  work  on   activities.    Previously,  a  user  would  be  presented  with  the  entire  resource   hierarchy.    The  resource  list  can  be  narrowed  down,  by  applying  one  of  several   options  to  filter  or  group.    For  example,  users  can  narrow  the  list  of  resources  to   only  those  within  a  location  by  using  Resource  Codes.      Also,  a  project  manager   can  now  view  only  those  resources  already  assigned  to  the  project.   • This  change  impacts  several  similar  dialogs  throughout  the  Project  section   including  Assignments  detail  tab,  Primary  Resource  column,  and  Risk   Owner.   • Within  the  Select  Resources  dialog,  resources  can  be  viewed  by:   o Active  Resources  –  Displays  resource  pool  and  filters  out  Inactive   o All  Resources  –  Displays  entire  resource  pool   o Assigned  Role  –  Filters  to  only  those  resources  possessing  the  role   on  the  assignment   o Opened  Projects  –  Filters  to  only  those  resources  already  associated   to  project  via  assignment  or  allocation.   o Primary  Role  –  Groups  resources  by  their  primary  role   o Resource  Code  –  For  each  Code,  resources  are  grouped  based  on   their  associated  resource  code  value   o Resource  Teams  –  Displays  all  resources  belonging  to  each  team   Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     9  
  • 10. The  ‘Select  Roles’  dialog  can  be  grouped  by  Role  Hierarchy  or  Role  Teams.   • When  using  type-­‐ahead,  search  will  only  include  those  resources/roles   within  the  View  applied.   Project  managers  can  narrow  the  resource  list  to  only  those  associated  to  current  project(s).               6.2.3.  Ability  to  organize  resources  when  staffing  in  Resources,  Assignments     Resource  managers  can  quickly  find  the  right  resources  to  replace  or  staff  new   assignments.    Previously,  a  user  would  be  presented  with  the  entire  resource   hierarchy.    In  R8.1  the  resource  list  can  be  narrowed  down,  by  applying  one  of   several  options  to  filter  or  group.    For  example,  a  user  can  narrow  the  list  of   resources  to  only  those  who  are  able  to  play  a  particular  role.      Also,  a  user   might  only  search  within  a  certain  resource  team.   • This  change  impacts  several  similar  dialogs  throughout  the  Resources  and   other  sections,  as  noted  above  for  Project,  Activities.   • Assign  Resource  enables  users  to  select  a  resource  for  multiple  rows   regardless  of  the  existing  role  on  those  assignments.    The  Assign  Resource   by  Role  also  allows  for  multiple  assignments;  however  this  method  assigns   resources  only  to  the  assignments  having  roles  they  already  possess.   o Both  allow  the  Select  Resource  dialog  to  remain  displayed  for  fast   assignments  of  multiple  rows  at  once.   o Both  can  be  used  to  replace  resources  or  fill  unstaffed  assignments.   • The  Select  Roles  dialog  can  be  grouped  by  Role  Hierarchy  or  Role  Teams.     • When  using  type-­‐ahead,  search  will  only  include  those  resources/roles   within  the  View  applied.   Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     10  
  • 11.   Resource  managers  can  staff  multiple  assignments  at  once  while  filtering  candidate  resources  by  role.               6.2.4.  Monitor  projects  for  resource  over  allocation  to  avoid  impacts   While  resource  managers  (RMs)  may  be  concerned  with  balancing  each   resource’s  workload  and  smoothing  their  utilization,  the  PM’s  first  responsibility   is  typically  the  successful  outcome  of  the  project.    An  ‘under  allocated’  resource   can  represent  wasted  time  and  someone  should  manage  that.    However,  the   focus  here  is  for  ‘over  allocation’  since  an  overloaded  resource  can  lead  to   delays,  cost  overruns  and  quality  compromises.    Late  assignments  cause   activities  to  slip,  which  can  have  a  cascading  effect  on  the  entire  project   schedule.    It‘s  critical  that  PM’s  identify  such  situations  early  so  that  they  can   take  corrective  action.     The  new  Check  Resource  Over-­‐allocation  feature  easily  identifies  troubled   resources  and  highlights  their  conflicting  assignments.    At  any  stage  in  the   project  lifecycle,  a  PM  can  assess  the  resource  situation  without  having  to  page   through  a  series  of  reports  or  analysis  views.    A  new  Notifications  engine  will   alert  the  PM  if  any  over  allocated  resources  exist  and  present  only  the  pertinent   information  about  the  problem.    With  the  overages  pinpointed,  the  PM  can  take   action  by  shuffling  resources  and  their  assignments  to  alleviate  the  bottlenecks.     Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     11  
  • 12.     Project  managers  see  the  notification  for  overallocated  resources  and  drill  in  to  view  and  fix  the  problem.     7. Project  Risk  Management     7.1. Overview     There  have  been  several  improvements  to  the  risk  management  functionality  in  P6   EPPM  R8.1.    These  include  the  addition  of  risk  exposure  values,  risk  identification  fields   and  improved  thresholds.    Additionally,  risk  categories  may  be  arranged  hierarchically.         7.2. Capabilities   7.2.1.  Risk  Exposure  and  Score  Calculations   When  managing  project  risks,  users  can  now  see  the  monetary  impact  each  risk   has  on  your  project.    In  addition,  one  can  track  a  time  dimension  for  risks  using   the  start  and  finish  risk  exposure  dates.       Risk  exposure  fields  are  available  for  individual  risks,  risk  response  plans,  and  for   the  risk  exposure  of  the  entire  project.  Risk  exposure  is  calculated  from  the   values  selected  for  the  probability  and  cost  impact  of  each  risk.    Users  can  view   the  Project  Risk  Exposure  value,  the  total  exposure  for  all  risks  identified  in  the   project,  in  the  EPS  view.       Additionally,  the  Project  Risk  Exposure  and  Project  Risk  Score  values  are   Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     12  
  • 13. available  for  analyzing  data  in  the  Portfolios  section  or  on  related  dashboards.   These  fields  are  also  available  for  viewing  on  the  EPS  page.     7.2.2.    Improved  Risk  Categories   You  can  now  organize  risk  categories  in  a  hierarchy,  creating  a  risk  breakdown   structure  to  identify  and  organize  project  risks  consistently  throughout  your   organization.           7.2.3.  Risk  Threshold  Enhancements   Two  new  risk  thresholds  are  now  available:  Cost  impact  by  percentage  and   Schedule  impact  by  percentage.  The  cost  and  schedule  impact  thresholds   available  in  R8  are  renamed  Cost  impact  by  value  and  Schedule  impact  by  value.       Using  the  by  percentage  impact  thresholds  enables  you  to  create  one  matrix   that  can  be  used  across  multiple  projects  where  the  absolute  cost  and  schedule   impacts  vary.  The  cost  impact  threshold  is  defined  as  a  percentage  of  the   project's  planned  cost.  The  schedule  impact  threshold  is  defined  as  a  percentage   of  time  in  the  planned  project.   7.2.4.Risk  Identification  Fields   Identified  By  and  Identified  Date  fields  have  been  added  to  risks  to  help  track   when  a  risk  was  identified  and  by  whom.  Knowing  who  identified  a  risk  enables   you  to  consult  with  the  source,  if  need  be.  The  identified  date  is  helpful  in  a   variety  of  ways,  including  tracking  the  time  between  when  the  risk  was   identified  and  when  it  started  being  tracked.   7.2.5.Enhancements  to  Risk  Views   The  risk  register  on  the  Risk  page  has  been  enhanced  to  allow  users  to:     • Group  by  all  available  fields,  except  Exposure.     • Cut  a  risk  and  paste  it  to  another  project  in  the  risk  register.     • Easily  identify  which  risks  have  active  response  plans.     • View  additional  activity-­‐related  fields  on  the  Activities  detail  tab.     The  Risks  detail  window  on  the  Activities  Page  is  enhanced  to  allow  users  to:   • View  the  new  fields  for  Risk  Exposure:  Exposure,  Exposure  Start,  and   Exposure  Finish.     • Edit  the  new  identify  fields:  Identified  By  and  Identified  Date.     • Easily  identify  which  risks  have  active  response  plans.     Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     13  
  • 14. 8. Portfolio  Management   8.1. Ability  to  drill  down  to  view  and  edit  WBS  User  Defined  Fields   When  reviewing  portfolios,  users  want  to  be  able  to  drill  into  the  details  of  project.     Scorecards  enable  the  project  to  be  expanded  to  reveal  the  WBS  hierarchy  and   associated  data  for  each  WBS.      R8.1  introduces  the  ability  to  display  columns  for  WBS   User  Defined  Fields  (UDFs)  on  Scorecards,  which  are  available  in  both  Dashboards  and   the  Portfolio  Analysis  page.    Scorecards  allow  users  to  view  UDFs  for  multiple  WBS  levels   at  a  single  glance.    Those  users  with  security  privileges  can  edit  WBS  UDFs  in  the   columns.    This  data  is  also  included  when  exporting  to  an  Excel  spreadsheet.     Many  customers  store  information  from  other  systems  in  Primavera’s  WBS  UDFs.     Common  examples  are  budgets  and  actual  costs  that  originate  in  a  financial  system  such   as  one  of  Oracle’s  ERP  applications  or  SAP.    Another  example  includes  the  identification   of  cost  account  managers  to  the  WBS  and  other  earned  value  data  from  external   systems.       Drill  down  to  view  and  edit  project  WBS  UDFs  from  dashboards  or  Portfolio  Analysis.       9. Web-­‐based  Reporting   9.1. Overview     In  P6  EPPM  R8.0,  the  Oracle  Business  Intelligence  (BI)  Publisher  web-­‐based   reporting  solution  was  dependent  on  the  Operational  Data  Store  (ODS)  and  its   associated  Extract,  Transform  and  Load  (ETL)  process  for  access  to  P6  project   management  data.         In  P6  EPPM  R8.1,  the  P6  Database  (PMDB)  is  now  the  default  data  source  for  BI   Publisher  reports,  removing  the  need  for  a  separate  ODS  database  and  ETL   process:   • The  P6  Database  schema  has  been  expanded  to  include  new  tables  and   views  to  replicate  the  same  de-­‐normalized  and  persistent  data  model  as   Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     14  
  • 15. is  currently  available  in  the  ODS.    Hence,  any  reports  created  against  the   ODS  can  now  be  executed  directly  against  the  R8.1  PMDB.   • Population  of  these  new  PMDB  tables  and  views  is  now  done  in-­‐place,   via  a  trickle  or  demand  ETL  process.    New  project  and  enterprise  data-­‐ publishing  services  are  introduced  which  run  in  the  background  to   ensure  that  as  changes  are  committed  to  the  core  P6  data  tables,  the   impact  of  these  changes  are  reflected  in  the  extended  P6  tables  and   views.   • A  number  of  administrative  settings  are  introduced  to  control  the   frequency  and  throughput  of  the  new  project  and  enterprise  data-­‐ publishing  services,  allowing  the  system  to  be  fine  tuned  to  meet  the   needs  of  the  particular  installation.       Powerful  reporting  with  new  extended  tables  and  views     P6  EPPM  R8.1  also  introduces  support  for  BI  Publisher  release  11g,  which   includes  a  number  of  enhancements  to  improve  report  creation,  content  and   delivery.     9.2. Benefits   9.2.1.P6  Reporting  Database  Now  Truly  Optional  for  BI  Publisher  Use   Customers  no  longer  have  to  install  and  configure  the  ODS  and  associated  ETL   process  of  the  P6  Reporting  Database  for  default  web-­‐based,  BI  Publisher   reporting  from  P6.    The  P6  Reporting  Database  now  becomes  a  truly  optional,   ad-­‐on  component  to  P6,  supporting  P6  Analytics,  third  party  reporting  tools,  off-­‐ line  analysis,  and  consolidation  of  P6  data  into  larger,  corporate  data   warehouses.   Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     15  
  • 16.   9.2.2.Oracle  Database  Technology  No  Longer  Required  for  Microsoft  SQL  Installations   In  P6  EPPM  R8.0,  customers  were  required  to  run  BI  Publisher  reports  against   the  ODS,  which  was  supported  on  Oracle  database  technology  only.    MS  SQL   Server  customers  needed  to  license  an  Oracle  database  and  implement  a   gateway  to  transfer  data  from  the  P6  PMDB  on  MS  SQL  Server  to  the  ODS   stored  on  an  Oracle  database.     With  P6  EPPM  R8.1,  customers  now  leverage  the  P6  PDMB  directly  for  all  their   BI  Publisher  enterprise  reporting.    This  allows  MS  SQL  Server  customers  to  run   reports  directly  against  the  PMDB.    An  Oracle  database  is  no  longer  required.     9.2.3.Improved  Performance  of  P6  Reporting  Database  ETL  Process   In  previous  releases  of  the  P6  Reporting  Database,  the  bulk  of  the  time  spent   during  the  ETL  process  was  doing  the  data  transformation.    Now  that  this  data   transformation  is  done  in-­‐place,  via  a  trickle  or  demand  “ETL”  process  within  P6,   the  ETL  to  the  P6  Reporting  Database  ODS  is  now  simply  just  an  export  of  the   current  contents  of  the  extended  tables  and  views  in  PMDB  to  the  ODS.    The   time  required  to  complete  this  process  is  expected  to  be  significantly  less  than   in  previous  releases.       9.3. Capabilities   9.3.1.Near  Real-­‐Time  Reporting   You  no  longer  have  to  wait  until  the  ETL  process  has  run  to  incorporate  recent   P6  data  changes  into  the  ODS  such  that  they  will  be  reflected  in  BI  Publisher   reports.    BI  Publisher  reports  now  by  default  utilize  an  extended  PMDB  as  the   data  source.    As  changes  are  made,  the  corresponding  reporting  data  source   tables  and  views  within  PMDB  will  be  automatically  updated  to  reflect  the   changes,  allowing  for  near  real-­‐time  access  to  changed  data  in  reports.     9.3.2.Limit  which  Projects  are  Available  for  Reporting   It  is  often  the  case  that  certain  projects  should  not  be  included  in  reports.  For   example,  they  could  be  ‘what-­‐if’  type  projects  not  ready  to  be  published  or  long   since  completed  projects  which  you  don’t  want  showing  up  in  your  list  of   current  projects.    Individual  projects  can  now  be  excluded  from  the  data-­‐ publication  services  such  that  they  are  not  visible  to  P6  EPPM  BI  Publisher   reporting  and  are  not  included  in  the  ETL  to  the  P6  Reporting  Database.     9.3.3.Utilize  Web-­‐based  Report  Layout  Editor   BI  Publisher  11g  includes  a  web-­‐based,  WYSIWYG  report  authoring  tool  that  can   be  used  to  easily  create  high  fidelity,  pixel  perfect  reports  right  from  within  BI   Publisher.    Customers  can  continue  to  us  the  MS  Word  or  Adobe  Acrobat  report   editor  plug-­‐ins.     Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     16  
  • 17. 9.3.4.Create  Reports  that  Combine  P6  Data  with  Other  Data  Sources   BI  Publisher  11g  allows  for  reports  to  be  created  which  combine  data  from  more   than  one  data  source.    Create  a  single  report  or  form  to  combine  data  from  P6   with  a  number  of  additional  data  source  providers  including  SQL,  MDX,  XML,   Web  Services,  and  even  MS  Excel.     9.4. P6  Analytics   P6  Analytics  is  an  add-­‐on,  packaged  application  for  gathering,  storing,  analyzing,   sharing  and  providing  access  to  project  data  to  help  enterprises  make  better   business  decisions.    It  is  a  combination  of  the  P6  Reporting  Database  and  Oracle   Business  Intelligence.       9.4.1.Unlimited  Number  of  Dynamic  Codes   The  P6  EPPM  R8.1  compatible  release  of  P6  Analytics  (R1.2)  now  allows  for  an   unlimited  number  of  Activity,  Resource  and  Project  Codes  to  be  configured  for   inclusion  in  the  Oracle  Business  Intelligence  (OBI)  Answers  and  Dashboards   applications.     *  For  additional  details  please  refer  the  white  paper  on  P6  Publication  Services.     10.Administration   10.1. Improvements  to  Scheduled  Services   Scheduled  Services  are  important  for  administrators  who  want  to  manage   background  jobs  for  various  functions  of  the  application.    R8.1  improves  the   administrator’s  ability  to  track  and  control  scheduled  services.       • Schedules  Services  dialog  renamed  to  Project  Scheduled  Services   • Rolling  Data  Date  –  When  scheduling  services,  administrators  can   choose  to  have  the  Data  Date  (DD)  advance  automatically  based  on   current  DD  plus  n  days  or  based  on  the  scheduled  services  run  time.     This  applies  to  Apply  Actuals,  Scheduling,  and  Leveling  services.     Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     17  
  • 18. Data  Date  can  automatically  advance  for  scheduled  jobs.     • Global  Scheduled  Services  dialog  available  under  Administer  menu       View  and  schedule  global  jobs  including  Enterprise  Data,  Enterprise  Summary  Data,  Resource   Management  Data,  and  Security  Data.   • Standardized  log  files  for  all  services  including  language  translation   capability.   • New  log  file  for  Recalculate  Assignment  Costs  service   • New  log  file  for  Store  Period  Performance  service   • Added  project  fields  for  Last  Scheduled  and  Last  Leveled.    These  are   available  within  EPS  view  and  Scorecards.     10.2. User  Sessions   A  User  Sessions  page  has  been  added  under  the  Administration  Menu.    This   page  allows  you  to  reset  sessions  for  users  who  have  been  locked  out.    A  user   may  be  locked  out  and  unable  to  login  to  P6  if  they  have  attempted  to  login  to  a   session  that  is  already  running  or  if  they  have  repeatedly  entered  login   information  incorrectly.         11.Technologies   11.1.  Overview   With  every  release  of  P6,  new  technologies  are  adopted  to  provide  new   capabilities,  reduce  implementation  effort,  and  lower  cost  of  ownership.     11.2.  Updated  Platform  Support   In  R8.1,  the  following  new  platforms  are  now  supported:     • Google  Chrome  Browser   • Java  JRE  1.6.0_24   Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     18  
  • 19. • BI  Publisher  11g   • Universal  Content  Management  (UCM)  11g   • Oracle  Enterprise  Manager  11g   • HP-­‐UX  Itanium   • Brazilian  Portuguese  language  support       *  For  additional  details  please  refer  the  8.1  version  of  Tested  Configurations  document.     11.3. Offline  Mode   P6  Professional  R8.1  is  now  available  for  users  who  need  to  work  on  their   projects  in  an  offline  mode.    P6  Professional  can  be  installed  as  a  stand-­‐alone   product  on  an  individual’s  machine  side-­‐by-­‐side  with  the  P6  Optional   Client.    Projects  may  be  imported  into  the  local  version  of  P6  Professional  and   worked  on  in  a  non-­‐connected  environment.    When  changes  are  complete  and   connectivity  is  available,  the  project  can  then  be  imported  back  into  the  EPPM   database.         Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     19  
  • 20.     Oracle  Corporation   World  Headquarters   500  Oracle  Parkway   Redwood  Shores,  CA  94065   USA   Worldwide  Inquiries:   650.506.7000   Fax:  650.506.7200   http://www.oracle.com   Oracle  Corporation  (Nasdaq:  ORCL)  is  the  world’s  leading  supplier  of  software   for  information  management,  and  the  world’s  second  largest  independent   software  company.  With  annual  revenues  of  more  than  $10.1  billion,  the   company  offers  its  database,  tools  and  application  products,  along  with  related   consulting,  education,  and  support  services,  in  more  than  145  countries  around   the  world.    Features  and  screen  shots  shown  may  not  correspond  exactly  to  the   released  product.  Oracle  is  a  registered  trademark  of  Oracle  Corporation.   All  other  company  and  product  names  mentioned  are  used  for  identification   purposes  only  and  may  be  trademarks  of  their  respective  owners.     Copyright  ©  2011  Oracle  Corporation.  All  Rights  Reserved               Oracle  Primavera  P6  EPPM  R8.1  Release  Content  Document     20