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Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
What’s New in Oracle’s Primavera P6 EPPM 8.4
Karen Pilla Director, Product Strategy Oracle’s Primavera Product Strategy October 2014
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Program Agenda
Integrating Oracle’s Primavera Data
Usability and Adoption
Team Member
Visualizer
Road Ahead
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3
4
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Integrating Oracle’s Primavera Data
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Oracle’s Primavera P6 EPPM 8.4 Primavera P6 & Primavera Unifier Integration
• Purpose of the integration is to help organizations who manage their projects in Primavera P6 and costs in Primavera Unifier
• By transferring key Primavera P6 data into Primavera Unifier, a more accurate and complete cost picture can be captured in Primavera Unifier
• Data that is integrated:
– Current Project and up to 10 Project Baselines
– Data is summarized at a defined WBS Level and based on CBS Codes
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Primavera Unifier Primavera Gateway Primavera P6
WBS Structure
Create WBS Codes in the Cost Sheet as
Cost Codes
Oracle’s Primavera P6 EPPM 8.4 Primavera P6 & Primavera Unifier Integration
WBS Structure Integration
Cost Structure Integration
Cost Codes
Send Cost Sheet Cost Codes
Cost Codes can be added to Primavera P6 Assignments and Expenses
Primavera Unifier Primavera Gateway Primavera P6
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Oracle’s Primavera P6 EPPM 8.4 Primavera P6 & Oracle Primavera Prime Integration
Scope Management
• Synchronize WBS values
• Send summary activity information from Primavera P6 to Oracle Primavera Prime to determine Work Package dates
• Risk Management
• In Primavera P6, determine activity minimum, most likely, and maximum durations
• Use Oracle Primavera Prime Risk Management pessimistic dates to create bars in Primavera P6 Gantt Chart (pre and post response dates)
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Usability & Adoption
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Oracle’s Primavera P6 EPPM 8.4 Ease of Use
• Ability to search on resource attributes when assigning resources
• View service status in EPS view
• Visibility into users logged into a project
• Display name of database instance
• Multi-select from dropdown lists when creating BI Publisher reports
• Customize columns: Add new column in highlighted position
• Expand All/Collapse All in Administer, Users
• Replace relationship assignment
• Assign multiple Users and Responsible Managers/Select security profile
• Update Baseline available in Primavera P6 Web
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. 11
Oracle’s Primavera P6 EPPM 8.4 Ease of Use - Ability to search on resource attributes when assigning resources
Search by Resource ID,
Resource Name,
Primary Role, Email, Phone,
Location
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. 12
Oracle’s Primavera P6 EPPM 8.4 Ease of Use - View service status in EPS view
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. 13
Oracle’s Primavera P6 EPPM 8.4 Ease of Use – Visibility into users logged into a project
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. 14
Oracle’s Primavera P6 EPPM 8.4 Ease of Use - Replace relationship assignment
Type in a new Activity ID or
use the dialog to choose
Activity Status as a column in Relationship Detail tabs
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. 15
Oracle’s Primavera P6 EPPM 8.4 Ease of Use - Assign multiple Users and Responsible Managers/Select security profile
When assigning users to an OBS or assigning a Responsible Manager to a user, multi-select allows you to assign several values at one time. Select a Project Security Profile when assigning users or responsible managers when you need to select a value other than the default profile.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
• Update Baseline available in Primavera P6 Web
• Multi-select from dropdown lists when creating BI Publisher reports
• Expand All/Collapse All in Administer, Users
• Customize columns: Add new column in highlighted position
• Display name of database instance
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Oracle’s Primavera P6 EPPM 8.4 Ease of Use
Database name appears in the menu bar in My
Preferences
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
• Cloud Improvements
• Update baseline as service
• Import as a service
• Discontinue using Oracle XE database for standalone installs
• Replaced with SQLite
Oracle’s Primavera P6 EPPM 8.4 Usability & Adoption
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
• Easily transfer data between Primavera P6 databases
• Built on Primavera Gateway and Cloud compatible
• Global data in phase I
• Plan to include other data types in future releases
• Information that is included:
Oracle’s Primavera P6 EPPM 8.4 Configuration Management
Location Financial Period
Notebook Topics
Expense Category
Rate Types Currency
Baseline Types
Project Codes
Resources Roles Cost Accounts
Calendars
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Oracle’s Primavera Team Member
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. 20
Progress Reporter
Team Member
TM 8.4
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What’s happening in Oracle’s Primavera Team Member 8.4?
• Primavera Team Member 8.4 will consolidate Primavera Progress Reporter and Primavera Team Member into a combined solution for timesheet entry and activity status updates
• New application provides one single entry point for end users who need to update and status tasks
• Modern technology and contemporary user interface
• Meets Oracle’s Accessibility guidelines
• My Tasks view: All Primavera Team Member functionality, which includes major features of Progress Reporter Activity View
• Timesheets view: Primavera Progress Reporter timesheet features
• Preferences View : Set various user preferences such as Date/Time format, contact information
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
My Tasks
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Timesheets
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Timesheets
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Oracle’s Primavera Team Member 8.4 New Features
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Feature TM Web TM Mobile
Ability to update all resources assigned to a task P
Filter by resource P
Attach a picture taken from a mobile device to a task P
Update “This Period” values P P
Enhanced sorting P
Update Notebook Topics P
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Ability to update all resources assigned to a task • One person may be assigned the responsibility for editing all resources assigned to a
task
• New option: Activity owners will have the ability to status all resources
• Status all resource types: labor, non-labor, and material
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Filter by resource
• One person may be assigned the responsibility for statusing the work of several resources
• New filter option to select specific resources when viewing tasks
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Attach a picture taken from a mobile device to a task
• Take a new photo or choose an existing and attach the photo directly to the selected task
• Photo will be added as a content repository document and the document will be automatically assigned to the task
Update Notebook Topics • Project level option to allow users to edit Notebook Topics from within
Primavera Team Member
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Update “This Period” values
• When updating time spent on tasks, enter the amount of time worked since the last update
• Total time worked will be displayed to reflect cumulative hours
• Example: – Bob has already worked 12 hours on a task
– Bob worked 8 additional hours this week
– Enter 8 for the additional time
– Time Spent will reflect 20
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Enhanced sorting
• New sorting options to allow for greater flexibility
• Additional fields:
Start Date Project ID Activity ID
Finish Date (default) Project Name Activity Name
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Oracle’s Primavera Visualizer
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Oracle’s Primavera P6 EPPM 8.4 Primavera Visualizer
• Allow Shift as a date interval
• Legend information included in Header or Footer
• Option to copy bar
• Multi-select in Manage Layouts
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Safe Harbor Statement
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
35
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
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