P6 analytics producing meaningful results in P6 analytics - Oracle Primavera P6 Collaborate 14
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Primavera P6 Analytics provides customizable dashboards and reports to analyze project data and uncover valuable insights. Sample dashboards include overviews of project performance, portfolio analysis, resource analysis, and project health. Users can build their own dashboards in Oracle Business Intelligence (OBI) to focus on important business questions. Best practices include taking a business perspective, considering the audience, and letting data tell the story. P6 Analytics transforms raw project data into meaningful information to empower business decisions.
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P6 analytics producing meaningful results in P6 analytics - Oracle Primavera P6 Collaborate 14
- 1. REMINDER Check in on the COLLABORATE mobile app P6 Analytics: Producing Meaningful Results Prepared by: Terri Maginnis Principal Consultant Project Partners LLC Uncover Valuable Insights and Quickly Take Action With Primavera P6 Analytics Session ID#: 15464
- 2. Agenda ■ Primavera Reporting Overview ■ P6 Analytics ▪ Overview and Business Intelligence ▪ Sample Dashboards ▪ Build your own Dashboards ▪ Best Practices in OBIEE ▪ Summary
- 3. P6 Reporting P6 Reporting Types Business Intelligence
- 4. P6 Reporting Types ANALYTICAL P6 Analytics (trending) OPERATIONAL BI Publisher (near-real-time) TRANSACTIONAL P6 Views and Layouts (real-time) ETL (*) PUBLISH P6 Project UpdatesRun BI ReportsAnalyses, Answers, and Dashboards (*) Extract, Transform, Load
- 5. P6 EPPM BI Publisher Information Sharing ■ Highly formatted, pixel perfect reports and forms (launched from P6 EPPM) ■ Static content with optional run time parameters ■ Near real-time data reporting ■ Publish reports in a variety of formats, distribute via email and on a scheduled basis ■ Off-line report authoring using MS Word, Adobe or web- based BIP layout editor BI Publisher vs. P6 Analytics (OBIEE)
- 6. BI Publisher vs. P6 Analytics (OBIEE) P6 Analytics Information Discovery ■ Customizable dashboards that can pull from multiple data sources (centralized platform) ■ Dynamic filtering, drilldown and pivoting of data (with drilldown into P6 EPPM) ■ Data (P6 Reporting DB) refreshed periodically ■ Analyze project trends over time, root cause analysis, alerts and manage by exception ■ Create new “reports” on the fly using BI Answers
- 7. Solutions that transform raw data into meaningful and useful information for business purposes What is “Business Intelligence”? “The ability to focus attention on important things is a defining characteristic of intelligence.” - Robert J. Shiller, Irrational Exuberance
- 8. Why Business Intelligence? Get fast answers to critical business questions Align business activities with corporate strategy Empower employees Reduce time spent on data entry and manipulation
- 9. Why P6 Analytics? Single Source of Truth Sample Dashboards- Customize as Needed Reduce Effort to Distribute Reports Automatically Update Management Create New Reports Without Relying on IT Easy to Use Overview of Project Performance- How are we doing? Manage by Exception- Where are the problems? Root Cause Analysis- What is the problem? Sharing Information- Right information at the right time to the right audience Ad-hoc Reporting- How can I get more information?
- 11. Six Sample Dashboards, with multiple pages- customizable to meet unique business requirements Primavera Catalog: Dashboards
- 12. 1. Main Dashboard- Overview Page Overview information about schedule and budget Early Stage Projects behind schedule - one graph, multiple data points
- 13. 1. Main- Risk Risk Exposure by Location - using integrated Mapping feature to display risk exposure by country- Where are our highest risk projects? Drill-down to view the project information by country
- 14. 2. Portfolio Analysis- Overview Project Investment Map - Strategic Rating vs Financial Rating- “Bubble size”= At Completion Cost- Are we doing the right projects?
- 15. 2. Portfolio Analysis- Prioritization Risk vs Reward - Are we doing the right projects based on Risk and Financial Rating?
- 16. 3. Project Earned Value- Overview Earned Value by Project Manager - change the view for Graph or Table
- 17. 4. Project Health- Overview Project Count - # of Projects and Activities by Project Codes
- 18. 4. Project Health- Overview Link to P6 Overall Project Health - Projects with Budget Variance and Project Score
- 19. 5. Resource Analysis Labor Hours by Resource Location - At completion hours by Location and by Sponsor- Where are the labor hours being committed?
- 20. 5. Resource Analysis- Productivity Resource Utilization Rate by Team - Utilization Rate % by team- Which resources are over/under allocated?
- 21. P6 Analytics: Create Your Own Dashboards Ad Hoc Reporting Drill Down
- 22. Before you Get Started ■ P6 EPPM must be installed. ■ Publishing must be switched on in P6 ■ You must have module access to P6 Analytics in P6. ■ OBI must be installed. ■ You must be an OBI user. ■ Your OBI user name must match your P6 user name. ■ The catalog must be installed. ■ The ETL process must be run to update the Analytics data. Work with your administrator to determine the optimal time to run this process.
- 23. Before you Get Started ■ P6 EPPM must be installed. ■ Publishing must be switched on in P6 ■ You must have module access to P6 Analytics in P6. ■ OBI must be installed. ■ You must be an OBI user. ■ Your OBI user name must match your P6 user name. ■ The catalog must be installed. ■ The ETL process must be run to update the Analytics data. Work with your administrator to determine the optimal time to run this process.
- 24. Best Practice ■ Approach the data from a business perspective- “What business questions I am trying to answer? ■ Consider the audience and end product ■ Let the data tell the story ■ Build re-usable components ■ Start simple, add complexity later ■ Embrace BI solutions as an organization… but ■ User the right tools for the right problems
- 25. Summary ■ P6 Reporting Options ▪ P6 Dashboards and Views ▪ P6 BI Publisher Reports ▪ P6 Analytics ■ P6 Analytics ▪ Use Sample Dashboards ▪ Create Business-Specific Reports and Dashboards ■ Develop solutions that answer business questions- use P6 Analytics for information needs
- 26. Please complete the session evaluation We appreciate your feedback and insight You may complete the session evaluation either on paper or online via the mobile app