Primavera P6 7.0 Functionality Matrix
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The document outlines the features of Primavera P6 version 7.0, highlighting role-based interfaces that customize project management tools for specific stakeholders. It details functionality across various modules, including project management, resource management, cost management, and reporting, emphasizing how data is handled to support tactical and strategic decisions. Additionally, it provides a matrix to assist in determining the deployment of specific modules to project stakeholders based on their needs.
Primavera P6 7.0 Functionality Matrix
- 1. Primavera Features Matrix Version 4.1 Primavera P6 7.0 Functionality MatrixVersion 7.0 delivers role-based interfaces to allow you to distribute the correct functionality to the appropriate members of the project team. Each module in the Primavera suite has been designed with specific project stakeholders in mind. Leveraging all current and emerging technologies, data entry and analysis is deployed in a way that best suites the needs of each stakeholder and is stored in Primavera’s project and resource repository to ensure the most accurate and up-to-date information for all tactical and strategic decisions. This matrix has been complied to assist the effort in determining which modules should be deployed to each stakeholder. Using this matrix against a thorough review of current and desired project and resource management processes will provide an excellent start in consideration of Primavera role out. Oracle_Primavera_P6_7_Feature_Matrix.xls Page 1 of 10
- 2. Administration Functionality Project Management Primavera Web Administer Users Administer Security Administer Admin Preferences Administer Admin Categories Administer Currency Administer Enterprise Project Structure (EPS) Administer Organizational Breakdown Structure (OBS) Administer Resource Breakdown Structure (RBS) Administer Role Dictionary Administer User-Defined Fields Project Level - Formual driven Project Level - Manual All other subject areas (activity, resource, steps etc) Administer Project Portfolios Administer Resource and Role Teams Administer Project Code Dictionary Designate Secure Codes Weighted Project Codes and Values (Project Score) Administer Resource Code Dictionary Administer Activity Code Dictionary EPS Level Activity Codes Create Activity Codes on the fly Administer Issue Code Dictionary Create Issue Forms
- 3. Project Management Functionality Project Management Methodology Management Primavera Web Timesheets INITIATING Request new project via workflow form Create new projects using templates via Project Architect Project Import / Export (MPP,MPX,XLS,XER,P3) Project Import / Export XML format Export to P6 v5.0 format Import/Export XML for MS Project 2007 Assign project code values Improved Feedback and Communication Activity ID Renumbering PLANNING Open multiple projects at once Multiple Project View Create a Work Breakdown Structure (WBS) Administer WBS details (Milestones, Budget, EV techniques) Create activities Import new activities from MS Excel WBS level Summary Activity Create activity steps Create relationships between activities Create cross-project relationships View activity relationships Assign constraints to activities Assign roles to activities Assign resources to activities Assign resources to multiple activities Assign roles to multiple activities Perform Critical Path Method (CPM) Scheduling Run Resource Leveling Summarize a project Perform Multi-project Scheduling, Leveling, Applying Actuals, Summarizing Perform Top down estimation Assign activity code values View activity notebook topics Interactive Gantt Chart Neck Gantt Chart bars to display non-work time Display a third bar in the Gantt Chart Configurable Gantt Chart (bar labels and colors) Display Gantt Chart Progress Line Calendar View Create Custom Filters View Activity NetworkTrace Logic diagrams Activity Usage Histogram spread using Late/Early dates View Timescale Logic Diagrams Import OBS Assignment from MM into PM Costs and Units Link Support in MM XML export and import contains Financial Periods XML export and import contains Layout and Filter information Non-Work Time displayed in Gantt Chart Hide Empty grouping bands in Gantt Chart Update Future Period Buckets Update Future Period Buckets in the baseline Toolbar Customisation Calculate float based on opened projects Increased of Filter definitions Financial Periods available for any timescale Specify Hours Per Time Period based on Calendar EXECUTING Update activity dates Update remaining units or percent complete (%) Update activity steps & step UDFs Update activity notebook topics Update resource assignment details Update resource assignment actual units Update Actual Units for Overhead Codes Update Expenses Update Notebook Topics Progress Spotlight Create Project Risks View Project Risks Project Issues Create/View Project Issues Configurable Issues Portlet Issues Graphics Email notification about Project Issues CONTROLLING Review, Approve or Reject Timesheets Perform Period Closeout Baselines Create Unlimited Baselines Partial Baseline Update Select Project Baseline Copy baseline Create Reflection Projects with a Single Click (what-if) Review and Select Changes to Merge into Source Project Run Schedule Analyzer Float Path Analysis Define and Monitor Thresholds Analyze resource usage at the project level Create and save Activity Layouts/Views Project-level Layouts/Views User Layouts/Views Global Layouts/Views Multi-user Layouts/Views Administer Reports and Layouts View Published Reports and Layouts Multiple Subject Area Reporting GENERAL Administer Activity Code Dictionary Run Global Changes View Microsoft ProjectLink (Toolbar in MSP) projects Project Check In / Check Out Import / Export from Excel Undo Grouping & Sorting, more options (Issues, Statistics, Activity List Views) Run Reports on the Web Audit Trail of Multiple Timesheet Approvals Easy Tracking of re-submitted Timesheets New Action Required Filter New Email Notifications Improved Search for Timesheet Approvers Standardization of Functionality across the Web and Client/Server Team Member updates (Add new tasks, approver for steps within Project Initiation and Project Processes) Activity Code Dictionary Past Period Actuals x
- 4. Workflow Functionality Project Management Primavera Web Administer Project Request Templates Administer Project Process Templates Administer Template Categories Administer Workflow Recipients Initiate New Project Request Initiate Project Process Initiate Document Approval Review Cycles Automatic distribution to decision makers Action Required portlet notifications Email notifications View ApprovalRejection User & Date Stamps
- 5. Document Management Functionality Project Management Primavera Web Timesheets Manage Work Products & Documents Upload / Download documents Check in / check out documents Manage Versions of documents View History of document usage Manage personal documents Administer hierarchical document folder structure Perform full text searching of documents Relate documents to other documents Relate documents to issues Relate documents to events Relate documents to discussions Relate documents to project WBS and activities Store documents in team workspaces Initiate Document Approval Review Cycles Set document security policy
- 6. Collaboration Functionality Project Management Primavera Web Manage Personal Workspace Manage Project Workspaces Project Team Workgroups Manage Invited Users Communication Center Discussion Threads Project Events Project Discussions Project News Alerts - Document and Workflow Project Calendar Email Integration for Notifications External Custom Portlets
- 7. Resource Management Functionality Project Management Methodology Management Primavera Web Timesheets Forecasting & Capacity Planning Assign resources to Projects & WBS for forecasting Assign roles to Projects & WBS for forecasting Forecast resource usage by period into Spreadsheet (by week, month, quarter, or year) Forecast role usage by period into Spreadsheet (by week, month, quarter, or year) Allocate resource to project by % View high-level resource/role planning data Use Excel-like data input on Spreadsheet Display Allocation Limit on Resource/Role Usage Histogram as a reservation Use Capacity Planning tab (in Portfolios) to view role usage for Portfolio View role capacity (Limit) based on contributing Primary Resources View role capacity (Limit) based on custom entry Drag & Drop project Forecast bars & shift role demand against capacity View role usage in graphical formats: Spreadsheet Stacked Histogram Net Availability Add LAG to template projects Staffing Assign labor resources Assign nonlabor resources Assign material resources Assign roles Generate notification of new resource requests Assign resources by role Resource search form to staff open request by: Role and Proficiency Resource Resource Code Resource Availability Model resource/role assignment using Curves Model resource/role assignment using manual Curve (future period editing) Email notification upon assigning a resource Perform Resource Leveling Resource/Role Analysis View resource allocation across multiple projects View histogram and spreadsheet by resource code View stacked histograms by resource, role or code. View Resource Graphics (Pie, Area Charts, Stacked Histograms) View Resource overallocation indicators General Adminster resource calendars Assign resource codes to resources Perform Timesheet Approval Assign delegate approver Administer Global and user specific resource teams Restrict Hours per day entered into a Timesheet Administer Global and user specific role teams
- 8. Portfolio Management Functionality Project Management Primavera Web Portfolio Definition & Analysis Create unlimited personal & shared Portfolios Create Portfolios with dynamic content refresh Create configurable, savable Portfolio Views Generate graphical formats for Portfolio Views: Scorecards (formerly Statistics) Histograms Stacked Histograms Bubble Charts Pie Charts Create new projects or requests directly into Portfolio Scorecard Edit portfolio data within Scorecard View (Codes, UDFs, etc) Format Views by quick dropdown Grouping Format Views by column-click Sorting View side-by-side Portfolio comparisons View multi-tabbed, configurable Dashboards Project Gantt Chart available in Dashboards Define user access list for Dashboards Display Portfolio Views as Dashboard Portlets Drill through graphical Views to tabular data Insert Font and Font Size in Activity Table Activity Details windows View ROI data Portfolio Value & Performance Assessment View manually-driven Project level R-Y-G indicators (UDFs) View data-driven cost, schedule, EV performance R-Y-G indicators View & Tailor formula-driven R-Y-G indicators (UDFs with algebraic operations, boolean logic and IF, THEN, ELSE statements) Select R-Y-G indicator icon colors and shapes Tailor R-Y-G indicator summary calculations (min, max, avg, sum, etc) View weighted, composite Project Scoring (driven by Code values) Drill Down to Activity & Assignment details that drive performance data View data-driven text-based Executive Summary View issues for all projects within a portfolio View risks for all projects within a portfolio View Portfolio Gantt Chart View time-phased cost or units histograms/curves Launch Project Workspace or other details from Portfolios What-if Scenarios & Optimization Use manual Select / De-Select Checkbox for what-if analyses Perform constraint-based Waterline optimization to force rank projects Save Waterline results as new Portfolio Create Portfolio Scenarios Apply Portfolio Views to Scenarios Create notes for Scenarios Send Email notification for Scenarios Define user access list for Scenarios
- 9. Reporting & Analytics Functionality Project Management Primavera Web Administrative Run batch reports Secure ability to create, modify, and run reports Internal Report Editor Create unlimited new reports Modify standard reports Run reports Internal Report Wizard Create unlimited new reports Modify standard reports Run reports Project Web Site Create project website including determine content Publish project website View project Web site 3rd Party Reporting - via Application Programming Interface Extend reporting capabilities beyond native tools Primavera Web - Dashboards and Portfolio Views ***See Portfolio tab for detailed funcationality list Reporting Data Warehouse Operational Data Store for "day to day" reporting Project Star Schema for business intelligence Support for Third Party Reporting Tools Trends Analysis with periodic historical snapshots Platform independent (Oracle, SQL) Local language support
- 10. Cost Management Functionality Cost Management Primavera Web Timesheets GLOBAL Multiple Project Rollups Period Based Fiscal Calendar Rolling Wave (ie. EV in weeks) Rate Tables (unlimited) Complex Rating Labor and Non-Labor Resources Indirect Factors Comprehensive Burden Templates Escalations/De-escatations Profiles Performing Organization (OBS) PROJECT LEVEL DATA Bases (unlimited) WBS and Activities Control Accounts Assigned Organizations Baseline Resource Assig. and Estimated Units w/ Org Industry standard activity EV techniques Calculated Budgets (Baseline, ETCs, What-ifs, etc.) Charge Codes Actual Cost Data - unit from timesheets ETC Resource Assig. and Estimated Units Activity Codes (for alternate Layouts) Threshold/Issue Management Powerful Forecasting (multiple scenarios) ACCOUNTING INTEGRATION Actual Cost Data (from accounting system) Interface with all industry accouting systems REPORTING (enterprise and project level) Tabluar reports Government (Format 1-5, CSS/R) Project Status Organizations Forecasts Actual costs Proposed modifications to the baseline Commitments Graphical Reports Indices Variance Overview Usage Profiles OLAP cube (pivot table style reporting) Multi - level Control Account