RPC UK Limited 1 The Courtyard, Hawksworth Est.

, Thorpe Lane, Guiseley, Leeds, LS20 8LG

t. 01943 222 001 f. 0870 432 8424 e. enquiries@rpc.uk.com w. www.rpc.uk.com

Dave's Tip 20 - Primavera P6 R8.1 Functionality Matrix

Primavera P6 Enterprise Project Portfolio Management & P6 Professional Rel 8.1
This document provides an outline of functionality for the different P6 components, including the Web Client for P6 Enterprise Project Portfolio Management (P6 EPPM), the Optional Client for P6 EPPM and the P6 Professional product. There are two editions of Primavera P6 Release 8.1: Primavera P6 Enterprise Project Portfolio Management (P6EPPM) Rel 8.1 Includes P6 Web Client (also known as P6 Web Access), P6 Optional Client and Progress Reporter (also known as Timesheets) Note: Administration, Enterprise Project Structure, Organisational Breakdown Structure, Security and other settings must be performed using the P6 Web Access application when using P6EPPM Rel 8.1 P6 Professional P6 Client only Note: P6 Professional contains the same functionality as "P6 Optional Client" with key additions including Administration, Enterprise Project Structure, Organisational Breakdown Structure and Security Legend
- Feature resides in module

- New Feature Functionality Description for Matrix below P6EPPM = P6 Web Client / P6 Web Access module (available in P6EPPM) P6 Optional Client = P6 Optional Client module (available in P6EPPM) Progress Reporter = Timesheets module (available in P6EPPM) P6 Professional = P6 Client module (available in P6 Professional)

ADMINISTRATION
Functionality Administer Users View User Sessions Screen 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 P6 Progress P6 EPPM Optional Reporter Client P6 Professional

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RPC UK Limited 1 The Courtyard, Hawksworth Est., Thorpe Lane, Guiseley, Leeds, LS20 8LG

t. 01943 222 001 f. 0870 432 8424 e. enquiries@rpc.uk.com w. www.rpc.uk.com

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 Administer Issue Code Dictionary Create Issue Forms Catergorize Issue Forms Administer Cost Accounts Dictionary Administer Global Calendars and Resource Shift Calendars Administer Resource Distribution Curve Dictionary Administer Timesheet Dates Publish Web Site(s) Administer Job Services Create/ManageTemplates for Steps Administer Financial Periods Adminster Navigation Views on Primavera Web

Project Management
Functionality INITIATING Templates Create template from project Create project from template Project Import / Export (XER,P3, MPP, XLS) Project Import / Export (Primavera and Ms Project XML) Assign project code values Activity ID Renumbering PLANNING Open multiple projects at once 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 P6 Progress P6 EPPM Optional Reporter Client P6 Professional

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RPC UK Limited 1 The Courtyard, Hawksworth Est., Thorpe Lane, Guiseley, Leeds, LS20 8LG

t. 01943 222 001 f. 0870 432 8424 e. enquiries@rpc.uk.com w. www.rpc.uk.com

Assign resources to activities Perform Critical Path Method (CPM) Scheduling Perform Resource Leveling Summarize a project Perform Multi-project Scheduling Perform Multi-project Leveling, Applying Actuals, Summarizing Assign activity code values View activity notebook topics Interactive Gantt Chart Configurable Gantt Chart (bar labels and colors) Draw bars based on UDF dates Display Gantt Chart Progress Line Create Custom Filters View Activity Network\Trace Logic diagrams View Timescale Logic Diagrams 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 Project Risks Create/View Risks Assign Risks to Activities or WBS Levels Score Risks Create Risk Response Plans Create Risk Scoring Matrices Assign Risk Scoring Matrices to Projects Create Hierarchical Custom Risk Categories Configurable Risk Thresholds Project Issues Create/View Project Issues Configurable Issues Portlet Issues Graphics Email notification about Project Issues

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RPC UK Limited 1 The Courtyard, Hawksworth Est., Thorpe Lane, Guiseley, Leeds, LS20 8LG

t. 01943 222 001 f. 0870 432 8424 e. enquiries@rpc.uk.com w. www.rpc.uk.com

CONTROLLING Run Schedule Checker Use Schedule Preview Review, Approve or Reject Timesheets Perform Period Closeout Baselines Create Unlimited Baselines Partial Baseline Update Select Project Baseline Create Reflection Projects Review and Select Changes to Merge into Source Project 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 GENERAL Email Links to Activity view Create customized toolbars Tabbed Detail windows Use Tabbed or Tiled views Administer Activity Code Dictionary Run Global Changes Project Check In / Check Out Grouping & Sorting (Issues, Statistics, Activity List Views) Run Reports on the Web

Work Flow
Functionality P6 Progress P6 EPPM Optional Reporter Client P6 Professional

Initiate New Process See List of Action Required on Process Perform Action on Process View History of Process View Process Map

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RPC UK Limited 1 The Courtyard, Hawksworth Est., Thorpe Lane, Guiseley, Leeds, LS20 8LG

t. 01943 222 001 f. 0870 432 8424 e. enquiries@rpc.uk.com w. www.rpc.uk.com

Portfolio Management
Functionality 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) View side-by-side Portfolio comparisons View multi-tabbed, configurable Dashboards Define user access list for Dashboards Display Portfolio Views as Dashboard Portlets Drill through graphical Views to tabular data 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 P6 Progress P6 EPPM Optional Reporter Client P6 Professional

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RPC UK Limited 1 The Courtyard, Hawksworth Est., Thorpe Lane, Guiseley, Leeds, LS20 8LG

t. 01943 222 001 f. 0870 432 8424 e. enquiries@rpc.uk.com w. www.rpc.uk.com

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

Resource Management
Functionality 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 Monitor projects for resource over allocation 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 Staffing Assign labor resources Assign nonlabor resources Assign material resources Assign roles View resource assignments in gantt chart Filter resource assignments Generate notification of new resource requests P6 Progress P6 EPPM Optional Reporter Client P6 Professional

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RPC UK Limited 1 The Courtyard, Hawksworth Est., Thorpe Lane, Guiseley, Leeds, LS20 8LG

t. 01943 222 001 f. 0870 432 8424 e. enquiries@rpc.uk.com w. www.rpc.uk.com

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 Administer Global and user specific resource teams Administer Global and user specific role teams

Reporting & Analytics

Functionality Administrative Run batch reports Secure ability to create, modify, and run reports Make reports module available to select users Internal Report Editor/Wizard Create unlimited new reports Modify standard reports Run reports Formats reports in HTML, ASCII Text Post reports to Work Products & Documents Email reports Enterprise Reports Run, view and schedule unlimited reports Multiple Subject Area Reporting Formats reports in HTML, PDF, Excel, PPT, MHTML, RTF, XML, and CSV Pass parameters to be applied to report at runtime P6 Progress P6 EPPM Optional Reporter Client P6 Professional

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RPC UK Limited 1 The Courtyard, Hawksworth Est., Thorpe Lane, Guiseley, Leeds, LS20 8LG

t. 01943 222 001 f. 0870 432 8424 e. enquiries@rpc.uk.com w. www.rpc.uk.com

Email reports Report execution email notification Project Web Site Create project website including determine content Publish project website View project Web site

Collaboration
Functionality Manage Personal Dashboards Manage Project Dashboards Manage Project Workgroups Add/Delete/Modify Issues Communication Center Alerts - Document and Workflow Email Integration for Notifications External Custom Portlets P6 Progress P6 EPPM Optional Reporter Client P6 Professional

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RPC UK Limited 1 The Courtyard, Hawksworth Est., Thorpe Lane, Guiseley, Leeds, LS20 8LG

t. 01943 222 001 f. 0870 432 8424 e. enquiries@rpc.uk.com w. www.rpc.uk.com

Document Management
Functionality Manage Work Products & Documents Upload / Download documents Check in / check out documents Manage Versions of documents View History of document usage Administer hierarchical document folder structure Perform full text searching of documents Relate documents to other documents Relate documents to issues Relate documents to project WBS and activities Store documents in team workspaces Initiate Document Approval Review Cycles Set document security policy P6 Progress P6 EPPM Optional Reporter Client P6 Professional

RPCuk Knowledge Zone

In keeping with our philosophy of adding value, we want our clients, partners and explorers of our web site and newsletter subscribers to view their interaction with RPCuk as a rewarding experience. We believe that knowledge transfer is an integral part of any relationship and, over the years, we have acquired a wealth of experiences and learned - usually the hard way! - some useful tips and tricks which we are more than happy to share. We will regularly be publishing briefings on a variety of project management and planning topics that may be of interest. In addition, we intend to offer useful tools and links to other resources through our RPCuk Tips and Tricks Section If you have not already done so, sign up to the RPCuk electronic newsletter and keep checking the Knowledge Zone for more Oracle Primavera P6 hints, tips and shortcuts. We hope you find the knowledge zone useful and informative. If you would like to contribute to the knowledge zone or indeed have any topics / suggestions please feel free to contact us on 01943 222001 or by emailing knowledgezone@rpc.uk.com any feedback would be most welcome.

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