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P6 Resource Management in the web
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource
Management
on the Web
Eileen Schurmann
PGBU Sales Consultant
Oracle Confidential – Internal/Restricted/Highly Restricted
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.
Oracle Confidential – Internal/Restricted/Highly Restricted 3
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Three Themes
Powerful
Simple
Visibility
Oracle Confidential – Internal/Restricted/Highly Restricted 4
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Who is using the web today for Resource Management?
Oracle Confidential – Internal/Restricted/Highly Restricted 5
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Powerful
Oracle Confidential – Internal/Restricted/Highly Restricted 6
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Tab - Administration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Tab – Resource and Role Teams
Oracle Confidential – Internal/Restricted/Highly Restricted 8
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Portfolio Tab – Resource Capacity Planning
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Assignments
Oracle Confidential – Internal/Restricted/Highly Restricted 10
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
How is Resource Assignments better in Web?
• Filters across ALL resource assignments, not just opened
• Save different views
• View Resource Calendar
• Gantt Chart view
BUCKET PLANNING NOW AVAILABLE IN WEB!!!!
Oracle Confidential – Internal/Restricted/Highly Restricted 11
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Assignments – Team View
Oracle Confidential – Internal/Restricted/Highly Restricted 12
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Assignments – Open Staffing
Oracle Confidential – Internal/Restricted/Highly Restricted 13
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Assignments - Upcoming Work Look Ahead
Oracle Confidential – Internal/Restricted/Highly Restricted 14
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Assignments – View Calendar
Oracle Confidential – Internal/Restricted/Highly Restricted 15
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Assignments - VERY Customizable
Oracle Confidential – Internal/Restricted/Highly Restricted 16
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Assignments - Advanced Filtering
Oracle Confidential – Internal/Restricted/Highly Restricted 17
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Assignmetns - Save and share Views
Oracle Confidential – Internal/Restricted/Highly Restricted 18
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
DEMO
Oracle Confidential – Internal/Restricted/Highly Restricted 19
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Simple
Oracle Confidential – Internal/Restricted/Highly Restricted 20
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Assignments – Easy multi-assign
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Activities Screen – Easy multi-assign
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Activities Screen – Easy multi-assign
Oracle Confidential – Internal/Restricted/Highly Restricted 23
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Staffing
Oracle Confidential – Internal/Restricted/Highly Restricted 24
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Dashboards – Open Requests for Resources Portlet
Create Resource Request or Assign Role on Project
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Dashboards – Open Requests for Resources Portlet
Open Requests for Portal configured to view Role
Team including
UI Designer Technical
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Dashboards – Open Requests for Resources Portlet
Search for resources that have some or all of the
required criteria. May also search on any of the
criteria
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Dashboards Tab – Open Requests for Resources Portlet
Results come back with a score based on post
assignment availability as well as a calendar
showing pre-assignment availability
Resource may be immediately assigned or search
may be conducted again
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
DEMO
Oracle Confidential – Internal/Restricted/Highly Restricted 29
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Visibility
Oracle Confidential – Internal/Restricted/Highly Restricted 30
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Analysis Charts
Oracle Confidential – Internal/Restricted/Highly Restricted 31
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Analysis - See a resource is overallocated…
Oracle Confidential – Internal/Restricted/Highly Restricted 32
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Analysis - Drill in to see what projects…
Oracle Confidential – Internal/Restricted/Highly Restricted 33
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Resource Analysis - Drill in further to see what tasks
Oracle Confidential – Internal/Restricted/Highly Restricted 34
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Project Team Usage - single or all projects
Oracle Confidential – Internal/Restricted/Highly Restricted 35
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
BI Publisher Reporting
Oracle Confidential – Internal/Restricted/Highly Restricted 36
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
BI Publisher – Embedded in P6 Web
Oracle Confidential – Internal/Restricted/Highly Restricted 37
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
BI Publisher – Schedule reports to run
Oracle Confidential – Internal/Restricted/Highly Restricted 38
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
BI Publisher – Flexible Formats
PDF Flash
HTML Text
Excel CSV
PowerPoint XML
RTF
Oracle Confidential – Internal/Restricted/Highly Restricted 39
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
BI Publisher - Limit Line
Displays actual units, remaining units, over allocated units, and limit for a Resource. Two templates
included.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
BI Publisher - Resource Allocation by Project
Displays a stacked histogram that shows effort (in hours) for selected resources, stacking bars by
project within the start and end date ranges.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
BI Publisher - Resource Stacked Histogram
Displays a stacked histogram that shows effort (in hours) for selected resources, stacking bars by
resource within the start and end date ranges.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
BI Publisher - Activity Resource Assignments
Lists resources assigned to each activity in the selected projects. Information includes start and finish
dates along with duration.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
BI Publisher - FTE (Headcount)
Displays a list of roles assigned to the selected project(s) along with the amount of time-phased
effort for each role, in full time equivalents, for the specified date range.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
BI Publisher - Resource Code Assignments
Displays a list all resource codes and resource code values along with the resources assigned to each
code value.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
DEMO
Oracle Confidential – Internal/Restricted/Highly Restricted 46
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Three Themes
Powerful
Simple
Visibility
Oracle Confidential – Internal/Restricted/Highly Restricted 47
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 49
P6 Resource Management in the web

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P6 Resource Management in the web

  • 2. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Management on the Web Eileen Schurmann PGBU Sales Consultant Oracle Confidential – Internal/Restricted/Highly Restricted
  • 3. 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. Oracle Confidential – Internal/Restricted/Highly Restricted 3
  • 4. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Three Themes Powerful Simple Visibility Oracle Confidential – Internal/Restricted/Highly Restricted 4
  • 5. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Who is using the web today for Resource Management? Oracle Confidential – Internal/Restricted/Highly Restricted 5
  • 6. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Powerful Oracle Confidential – Internal/Restricted/Highly Restricted 6
  • 7. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Tab - Administration
  • 8. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Tab – Resource and Role Teams Oracle Confidential – Internal/Restricted/Highly Restricted 8
  • 9. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Portfolio Tab – Resource Capacity Planning
  • 10. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Assignments Oracle Confidential – Internal/Restricted/Highly Restricted 10
  • 11. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | How is Resource Assignments better in Web? • Filters across ALL resource assignments, not just opened • Save different views • View Resource Calendar • Gantt Chart view BUCKET PLANNING NOW AVAILABLE IN WEB!!!! Oracle Confidential – Internal/Restricted/Highly Restricted 11
  • 12. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Assignments – Team View Oracle Confidential – Internal/Restricted/Highly Restricted 12
  • 13. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Assignments – Open Staffing Oracle Confidential – Internal/Restricted/Highly Restricted 13
  • 14. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Assignments - Upcoming Work Look Ahead Oracle Confidential – Internal/Restricted/Highly Restricted 14
  • 15. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Assignments – View Calendar Oracle Confidential – Internal/Restricted/Highly Restricted 15
  • 16. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Assignments - VERY Customizable Oracle Confidential – Internal/Restricted/Highly Restricted 16
  • 17. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Assignments - Advanced Filtering Oracle Confidential – Internal/Restricted/Highly Restricted 17
  • 18. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Assignmetns - Save and share Views Oracle Confidential – Internal/Restricted/Highly Restricted 18
  • 19. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | DEMO Oracle Confidential – Internal/Restricted/Highly Restricted 19
  • 20. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Simple Oracle Confidential – Internal/Restricted/Highly Restricted 20
  • 21. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Assignments – Easy multi-assign
  • 22. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Activities Screen – Easy multi-assign
  • 23. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Activities Screen – Easy multi-assign Oracle Confidential – Internal/Restricted/Highly Restricted 23
  • 24. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Staffing Oracle Confidential – Internal/Restricted/Highly Restricted 24
  • 25. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Dashboards – Open Requests for Resources Portlet Create Resource Request or Assign Role on Project
  • 26. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Dashboards – Open Requests for Resources Portlet Open Requests for Portal configured to view Role Team including UI Designer Technical
  • 27. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Dashboards – Open Requests for Resources Portlet Search for resources that have some or all of the required criteria. May also search on any of the criteria
  • 28. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Dashboards Tab – Open Requests for Resources Portlet Results come back with a score based on post assignment availability as well as a calendar showing pre-assignment availability Resource may be immediately assigned or search may be conducted again
  • 29. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | DEMO Oracle Confidential – Internal/Restricted/Highly Restricted 29
  • 30. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Visibility Oracle Confidential – Internal/Restricted/Highly Restricted 30
  • 31. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Analysis Charts Oracle Confidential – Internal/Restricted/Highly Restricted 31
  • 32. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Analysis - See a resource is overallocated… Oracle Confidential – Internal/Restricted/Highly Restricted 32
  • 33. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Analysis - Drill in to see what projects… Oracle Confidential – Internal/Restricted/Highly Restricted 33
  • 34. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Resource Analysis - Drill in further to see what tasks Oracle Confidential – Internal/Restricted/Highly Restricted 34
  • 35. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Project Team Usage - single or all projects Oracle Confidential – Internal/Restricted/Highly Restricted 35
  • 36. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | BI Publisher Reporting Oracle Confidential – Internal/Restricted/Highly Restricted 36
  • 37. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | BI Publisher – Embedded in P6 Web Oracle Confidential – Internal/Restricted/Highly Restricted 37
  • 38. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | BI Publisher – Schedule reports to run Oracle Confidential – Internal/Restricted/Highly Restricted 38
  • 39. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | BI Publisher – Flexible Formats PDF Flash HTML Text Excel CSV PowerPoint XML RTF Oracle Confidential – Internal/Restricted/Highly Restricted 39
  • 40. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | BI Publisher - Limit Line Displays actual units, remaining units, over allocated units, and limit for a Resource. Two templates included.
  • 41. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | BI Publisher - Resource Allocation by Project Displays a stacked histogram that shows effort (in hours) for selected resources, stacking bars by project within the start and end date ranges.
  • 42. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | BI Publisher - Resource Stacked Histogram Displays a stacked histogram that shows effort (in hours) for selected resources, stacking bars by resource within the start and end date ranges.
  • 43. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | BI Publisher - Activity Resource Assignments Lists resources assigned to each activity in the selected projects. Information includes start and finish dates along with duration.
  • 44. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | BI Publisher - FTE (Headcount) Displays a list of roles assigned to the selected project(s) along with the amount of time-phased effort for each role, in full time equivalents, for the specified date range.
  • 45. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | BI Publisher - Resource Code Assignments Displays a list all resource codes and resource code values along with the resources assigned to each code value.
  • 46. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | DEMO Oracle Confidential – Internal/Restricted/Highly Restricted 46
  • 47. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Three Themes Powerful Simple Visibility Oracle Confidential – Internal/Restricted/Highly Restricted 47
  • 48. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
  • 49. Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 49