Vous êtes sur la page 1sur 9

Primavera Features Matrix

Version 4.1

6 Enterprise Project Portfolio Management R8 Functionality Matrix

livers significant advances in functionality and will help companies deliver more project
e, while reducing the overall cost of projects, project management processes, and syste

deliver role-based interfaces which allow the tailoring of the correct functionality to the
project team. Each module in the Primavera suite has been designed with specific proje
mind. Leveraging all current and emerging technologies, data entry and analysis is depl
the needs of each stakeholder and is stored in Primavera’s project and resource reposit
ate and up-to-date information for all tactical and strategic decisions.

been compiled to assist the effort in determining which modules should be deployed to
ing this matrix against a thorough review of current and desired project and resource m
rovide an excellent start in consideration of Primavera role out.

Feature resides in module


New feature

410601367.xlsx Page 1 of 9
Administration
P6 Professional
Functionality P6 EPPM
module
Administer Users P
Administer Security P
Administer Admin Preferences P
Administer Admin Categories P
Administer Currency P
Administer Enterprise Project Structure (EPS) P
Administer Organizational Breakdown Structure (OBS) P
Administer Resource Breakdown Structure (RBS) P P
Administer Role Dictionary P P
Administer User-Defined Fields P P
Project Level - Formual driven P
Project Level - Manual P P
All other subject areas (activity, resource, steps etc) P P
Administer Project Portfolios P P
Administer Resource and Role Teams P
Administer Project Code Dictionary P P
Designate Secure Codes P P
Weighted Project Codes and Values (Project Score) P P
Administer Resource Code Dictionary P P
Administer Activity Code Dictionary P P
EPS Level Activity Codes P P
Administer Issue Code Dictionary P
Create Issue Forms P
Project Management
P6 Professional
Functionality P6 EPPM Progress Reporter
module
INITIATING
Templates P
Create template from project P
Create project from template P
Project Import / Export (XER,P3, MPP, XLS) P
Project Import / Export (Primavera and Ms Project XML) P P
Assign project code values P P
PLANNING
Open multiple projects at once P P
Create a Work Breakdown Structure (WBS) P P
Administer WBS details (Milestones, Budget, EV techniques) P P
Create activities P P
Import new activities from MS Excel P P
WBS level Summary Activity P P
Create activity steps P P
Create relationships between activities P P
Create cross-project relationships P P
View activity relationships P P P
Assign constraints to activities P P
Assign roles to activities P P
Assign resources to activities P P P
Perform Critical Path Method (CPM) Scheduling P P
Perform Resource Leveling P P
Summarize a project P P
Perform Multi-project Scheduling P P
Perform Multi-project Leveling, Applying Actuals, Summarizing P P
Assign activity code values P P
View activity notebook topics P P P
Interactive Gantt Chart P P
Configurable Gantt Chart (bar labels and colors) P P
Create Custom Filters P P
View Activity Network\Trace Logic diagrams P P
View Timescale Logic Diagrams P
EXECUTING
Update activity dates P P P
Update remaining units or percent complete (%) P P P
Update activity steps & step UDFs P P P
Update activity notebook topics P P
Update resource assignment details P P
Update resource assignment actual units P P P
Update Actual Units for Overhead Codes P
Update Expenses P P
Update Notebook Topics P P
Progress Spotlight P P
Project Risks P
Create/View Risks P
Assign Risks to Activities or WBS Levels P
Score Risks P
Create Risk Response Plans P
Create Risk Scoring Matrices P
Assign Risk Scoring Matrices to Projects P
Create Custom Risk Categories P
Project Issues P P
Create/View Project Issues P P
Configurable Issues Portlet P
Issues Graphics P
Email notification about Project Issues P P
CONTROLLING
Run Schedule Checker P
Use Schedule Preview P
Review, Approve or Reject Timesheets P
Perform Period Closeout P P
Baselines P P
Create Unlimited Baselines P P
Partial Baseline Update P
Select Project Baseline P P
Create Reflection Projects P
Review and Select Changes to Merge into Source Project P
Float Path Analysis P P
Define and Monitor Thresholds P
Analyze resource usage at the project level P P
Create and save Activity Layouts/Views P P
Project-level Layouts/Views P P
User Layouts/Views P P
Global Layouts/Views P P
Multi-user Layouts/Views P

GENERAL `

Email Links to Activity view P


Create customized toolbars P P
Floating Detail windows P
Use Tabbed or Tiled views P
Administer Activity Code Dictionary P P
Run Global Changes P
Project Check In / Check Out P
Grouping & Sorting (Issues, Statistics, Activity List Views) P
Run Reports on the Web P
Workflow
P6 Professional
Functionality P6 EPPM
module
Initiate New Process P
See List of Action Required on Process P
Perform Action on Process P
View History of Process P
View Process Map P
Portfolio Management
P6 Professional
Functionality P6 EPPM
module
Portfolio Definition & Analysis
Create unlimited personal & shared Portfolios P P
Create Portfolios with dynamic content refresh P
Create configurable, savable Portfolio Views P P
Generate graphical formats for Portfolio Views: P P
Scorecards (formerly Statistics) P P
Histograms P
Stacked Histograms P
Bubble Charts P
Pie Charts P
Create new projects or requests directly into Portfolio Scorecard P
Edit portfolio data within Scorecard View
(Codes, UDFs, etc) P P
View side-by-side Portfolio comparisons P
View multi-tabbed, configurable Dashboards P
Define user access list for Dashboards P
Display Portfolio Views as Dashboard Portlets P
Drill through graphical Views to tabular data P
View ROI data P
Portfolio Value & Performance Assessment

View manually-driven Project level R-Y-G indicators (UDFs)


P P
View data-driven cost, schedule, EV performance
R-Y-G indicators P
View & Tailor formula-driven R-Y-G indicators
(UDFs with algebraic operations, boolean logic and IF, THEN, ELSE
statements) P
Select R-Y-G indicator icon colors and shapes P
Tailor R-Y-G indicator summary calculations
(min, max, avg, sum, etc) P
View weighted, composite Project Scoring
(driven by Code values) P
Drill Down to Activity & Assignment details that drive performance data P P
View data-driven text-based Executive Summary P
View issues for all projects within a portfolio P P
View risks for all projects within a portfolio P
View Portfolio Gantt Chart P P
View time-phased cost or units histograms/curves P P
Launch Project Workspace or other details from Portfolios P
What-if Scenarios & Optimization

Use manual Select / De-Select Checkbox for what-if analyses


P
Perform constraint-based Waterline optimization to force rank projects
P
Save Waterline results as new Portfolio P
Create Portfolio Scenarios P
Apply Portfolio Views to Scenarios P
Create notes for Scenarios P
Send Email notification for Scenarios P
Define user access list for Scenarios P
Resource Management
P6 Professional
Functionality P6 EPPM Timesheets
module
Forecasting & Capacity Planning
Assign resources to Projects & WBS for forecasting P
Assign roles to Projects & WBS for forecasting P
Forecast resource usage by period into Spreadsheet
(by week, month, quarter, or year) P
Forecast role usage by period into Spreadsheet (by
week, month, quarter, or year) P
Allocate resource to project by % P
View high-level resource/role planning data P P
Display Allocation Limit on Resource/Role Usage
Histogram as a reservation P
Use Capacity Planning tab (in Portfolios) to view role
usage for Portfolio P
View role capacity (Limit) based on contributing
Primary Resources P P
View role capacity (Limit) based on custom entry P P
Drag & Drop project Forecast bars & shift role
demand against capacity P P
View role usage in graphical formats: P P
Spreadsheet P P
Stacked Histogram P
Net Availability P
Staffing
Assign labor resources P P P
Assign nonlabor resources P P
Assign material resources P P
Assign roles P P
View resource assignments in gantt chart P
Filter resource assignments P
Generate notification of new resource requests P
Assign resources by role P P
Resource search form to staff open request by:
Role and Proficiency
Resource
Resource Code
Resource Availability P
Model resource/role assignment using Curves P P
Model resource/role assignment using manual Curve
(future period editing) P
Email notification upon assigning a resource P
Perform Resource Leveling P P
Resource/Role Analysis
View resource allocation across multiple projects P P
View histogram and spreadsheet by resource code P P
View stacked histograms by resource, role or code. P P
View Resource Graphics (Pie, Area Charts, Stacked
Histograms) P
View Resource overallocation indicators P
General
Adminster resource calendars P P
Assign resource codes to resources P P
Perform Timesheet Approval P
Administer Global and user specific resource teams P
Administer Global and user specific role teams P
Reporting & Analytics
P6 Professional
Functionality P6 EPPM
module
Administrative
Run batch reports P P
Secure ability to create, modify, and run reports P P
Make reports module available to select users P
Internal Report Editor/Wizard
Create unlimited new reports P
Modify standard reports P
Run reports P
Formats reports in HTML, ASCII Text P
Post reports to Work Products & Documents P
Email reports P
Enterprise Reports
Run, view and schedule unlimited reports P
Multiple Subject Area Reporting P
Formats reports in HTML, PDF, Excel, PPT, MHTML, RTF, XML, and CSV P
Pass parameters to be applied to report at runtime P
Email reports P
Report execution email notification P
Project Web Site
Create project website including determine content P
Publish project website P
View project Web site P P
Collaboration
P6 Professional
Functionality P6 EPPM
module
Manage Personal Dashboards P
Manage Project Dashboards P
Manage Project Workgroups P
Add/Delete/Modify Issues P P
Communication Center P
Alerts - Document and Workflow P
Email Integration for Notifications P
External Custom Portlets P
Document Management
P6 Professional
Functionality P6 EPPM Timesheets
module
Manage Work Products & Documents P P P
Upload / Download documents P
Check in / check out documents P
Manage Versions of documents P
View History of document usage P
Administer hierarchical document folder structure P
Perform full text searching of documents P
Relate documents to other documents P
Relate documents to issues P
Relate documents to project WBS and activities P
Store documents in team workspaces P
Initiate Document Approval Review Cycles P
Set document security policy P

Vous aimerez peut-être aussi