p6 tips-tricks web
TRANSCRIPT
Tips Tricks with Version Six (Web)Huett Bishop, PMP
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About Huett Bishop:
•Principal Associate, PMA Consultants 5 Years
•Implemented Primavera Enterprise for two (2) Major Clients – National Park Service and Johnson & Johnson/Cordis Corporation
•Currently Engaged with two (2) Major Clients: Johnson & Johnson/Cordis and Coastal Construction ($200MM Medical Device Manufacturing Facility and Luxury Condominium Construction)
•Primavera Trainer and Consultant
•Former Director Systems Engineering & Project Management for Wireless Telecommunications Company
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Roadmap of Today’s Presentation
• Review New Web Based Features
• Explain the Usefulness of the Feature and Why You Should be Using it
• Demonstrate the Feature
• Demonstrate Client to Web Features (Reflection Projects)
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Features Covered Today• Navigation, Views & Dashboards
– New Look and Feel
– Create Views & Dashboards
– Select Content
– Assign Views & Dashboards to Users
• New & Improved Project & Activity Features
– Project Creation
– Usability Features
– Activity Views
– Gantt Chart
– Calculated User Defined Fields
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Features Covered Today (Cont’d)
• Portfolios
– Scenarios
– Waterline Analysis
• Web and Client/Server Combo Features – Reflection Projects
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Navigation, Views & Dashboards
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Navigation/User InterfaceNew Features
• Single Pane
• Search
• Tab Navigation
• Bread Crumbs
Importance to You
• Direct Access to Features – Everything on Single Page, No More Drill Down
• Fast Access to Frequently Used Tools/Information
• Less Complicated for New Users to Find Information
• Lower Learning Curve for New Users
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Out with the Old …
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In with the New –
Demo
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ViewsNew Features
• Administering/Customize Views from Central Location
• Set up Default Views
• Selectable Content & Functionality
• Assign to Users & Groups of Users
Importance to You
• Setup Once for ALL Users
• Consistent Views for ALL Project & Project Managers
• Get the Right Functionality to the Right Users
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Views Admin Screen
Demo
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Managing DashboardsNew Features
• View Portfolio Scorecards and Charts
• Create/Customize for Single or Multiple Users
• Multiple Dashboards per User
• Global Dashboards
Importance to You
• Consistent Reporting Across Organization
• Expands Concept of P5 “Personal Workspace”
– View Data in Multiple Formats Without Constant Workspace Customization
• Lock Down Functionality
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Dash Board Setup
Demo
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New Project & Activity Features
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Project FeaturesNew Features
• Goodbye Wizard!
• Single Screen with 6 Data Items
• Direct Access to EPS
• Drag and Drop Data Items
• Draw Relationships and Durations
• Customize Bars
Importance to You
• One Stop Project Creation
• Saves Time & Frustration
• Graphical Project Creation
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Project Creation Screen
Demo
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Single Screen Project Creation
Demo
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Calculated User Defined FieldsNew Features
• Assign Graphical Indicator
• Calculated Custom Numeric’s
• Project Level Status Indicators
Importance to You
• Create Custom Stop Light Report
• Create Custom Status Indicators/Values
– Based on the Data Required Not Just What’s available
• Automatic Calculation
– When Data Changes so Does the UDF
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Calculated UDF
Demo
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Activity Views (Layouts)
New Features
• Customize
– Fields & Bars
– Filters
– Group & Sort
• Establish Access Rights
Importance to You
• View Your Data in the Format You Need
• Push Layouts to Users From Central Location
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Create Custom Layout
Demo
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Usability Features
New Features
• Right Click Shortcuts
• Quick WBS Creation/Edits – No More Hierarchy Menu
• Drag & Drop Columns
• Gantt Chart Improvements
• Project Spotlight!
Importance to You
• Save Time Creating/Modifying Schedules
• Lower Learning Curve for New Users
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Usability Features
Demo
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New Portfolio Features
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Portfolios Views
New Features
• Customize Views of Portfolios
• Create Scorecards or Graphs
• Create List of Favorite Portfolios
Importance to You
• View Data in Your Format
• Graphs and Tables Can Be Exported to Excel
• Quickly Compare Groups of Projects
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Create and Use Portfolio Views
Demo
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Quickly Switch Views
Demo
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Portfolios – Scenarios and Water Line AnalysisNew Features
• Create Custom Models
– Budgets
– Capacity Planning
• Export to Excel
Importance to You
• Establish Thresholds for Decisions
• Real-time Data Analysis
– Include Exclude Projects Manually
• Base Strategic Decisions on Data not Feeling
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Waterline and Scenario Analysis
Demo
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Portfolios – Capacity PlanningNew Features
• Analyze Resource/Role Availability
• View Capacity and Demand of Staffing
• Determine Staffing Capacity/Demand Across
– Projects
– Division
– Entire Organization
Importance to You
• Quickly Determine Capacity to Absorb New Work
• Determine Resource Need over Time
• Facilitate Fulltime or Contractor Decisions
• Save as Scenario for Later Comparison/Analysis
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Capacity Analysis
Demo
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Reflection Projects
New Features
• Update Status in Web
• Push Update Back to Client/Server
• Review Updates Prior to Committing
Importance to You
• Allow Contractors to Update Their Work While Maintaining Control
• Screen/Review Updates
• Only Apply Valid Information
• Simplify Updating Process
Demo
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Questions?
Contact Info:
Huett Bishop, PMP
PMA Consultants LLC
Ft. Lauderdale, FL Office
Phone: 954.837.0311
Email: [email protected]