Primavera P6 Portlet Index

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Jane Ward
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1 Ten Six Consulting Presents Primavera P6 Portlet Index A Reference Guide to the P6 Dashboard Portlets

2 Contents 1.1 Available Portlets Schedule Performance Portlet Earned Value Performance Portlet Index Performance Portlet Project Statistics Portlet Project Health Portlet Project Notebooks Portlet Project Gantt Chart Portlet Resource Team Summary Portlet Open Requests for Resources Portlet Resource Analysis Chart Portlet My Projects Portlet My Activities Portlet My Risks Portlet My Issues Portlet Communication Center Portlet My calendar Portfolio Views Portlets

1.1 Available Portlets 1.1.1 Schedule Performance Portlet This portlet provides a shorthand project level view that shows symbols for To

1.1.1 Customization Settings for the Schedule Performance Portlet 1.1.2 Earned Value Performance Portlet This portlet provides a shorthand

3 1.1 Available Portlets Schedule Performance Portlet This portlet provides a shorthand project level view that shows symbols for To Date and Forecast at Completion summary metrics indicating a project s status based upon threshold values Customization Settings for the Schedule Performance Portlet Earned Value Performance Portlet This portlet provides a shorthand project level view that shows symbols for To Date and Forecast at Completion summary metrics for Schedule and Labor Units indicating the earned value status of the projects. 3

1.1.2.1 Customization Settings for the Earned Value Performance Portlet 1.1.3 Index Performance Portlet This portlet provides

4 Customization Settings for the Earned Value Performance Portlet Index Performance Portlet This portlet provides a project level summary view of the Schedule Performance Index (SPI), Cost Performance Index (CPI) and To Complete Performance Index (TCPI) Customization Settings for the Index Performance Portlet Project Statistics Portlet This portlet provides a customizable set of data columns that can be used to show project level data of your choosing in the table area. 4

1.1.4.1 Customization Settings for the Project Statistics Portlet 1.1.5 Project Health Portlet

indicators in the project s current progress to date, actual units and other factors. 1.1.5.

5 Customization Settings for the Project Statistics Portlet Project Health Portlet This portlet provides a pre-compiled narrative of the project s health based upon various indicators in the project s current progress to date, actual units and other factors Customization Settings for the Project Health Portlet Select only, no sub-options for Project Health portlet. 5

1 Customization Settings for the Project Notebook Portlet Select only, no sub-options for Project Notebook portlet. 1.1.7 Project Gantt Chart Portlet This portlet provides a view of the portfolio projects in the form of a simple Gantt chart.

6 1.1.6 Project Notebooks Portlet This portlet offers Notebook Topics grouped by project. Click on the twisty buttons to see the expanded text within the Notebook topic Customization Settings for the Project Notebook Portlet Select only, no sub-options for Project Notebook portlet Project Gantt Chart Portlet This portlet provides a view of the portfolio projects in the form of a simple Gantt chart. It includes a tool bar allowing you to open a selected project, filter the project list, modify the columns displayed, modify the time scale and print. Projects can be expanded using the + button in the ID column to reveal project milestones. 6

1.1.7.1 Customization Settings for the Project Gantt Chart Portlet Select only, no sub-options for Project Gantt Chart portlet. 1.1.8 Resource Team Summary Portlet This portlet provides a list of the people in the selected resource team.

7 Customization Settings for the Project Gantt Chart Portlet Select only, no sub-options for Project Gantt Chart portlet Resource Team Summary Portlet This portlet provides a list of the people in the selected resource team. It also lists their role and the number of projects to which they are assigned. You can click on the resource s name to switch to a Usage view and see a histogram or spreadsheet of utilization Customization Settings for the Resource Team Summary Portlet Select only, no sub-options for Resource Team Summary portlet. The resources being displayed in this portlet are controlled by the selected Resource Team. To select the team you wish to view, click on the Select a resource team: field s select button. 7

role assignments made within projects) that allows a

8 1.1.9 Open Requests for Resources Portlet This portlet provides a list of open requests for resources (generated by role assignments made within projects) that allows a functional manager to replace the request with an appropriately skilled person. 8

Clicking on a name in the list will take you to the Resource Staffing page where a resource assignment can be made. 1.1.9.

9 Clicking on a name in the list will take you to the Resource Staffing page where a resource assignment can be made Customization Settings for the Open Requests for Resources Portlet Select Open Requests for Resources to use this portlet. Display: All projects will display open requests for all projects in the system. Projects based on dashboard filter will use the portfolio or project selected in the dashboard s Filter by field. Organize Options are Role by Project, Project by Role and Role by Project by Project Codes. Role Team select your Role Team in this field. Project Code select a project code for further grouping using the Role by Project by Project Codes option in the Organize field. 9

1.1.10 Resource Analysis Chart Portlet This chart will display the allocation for the selected resource in the Resource field.

10 Resource Analysis Chart Portlet This chart will display the allocation for the selected resource in the Resource field. Each shade in the histogram represents the resource s usage on a particular project Customization Settings for the Resource Analysis Chart Portlet Select Resource Analysis Chart option. Chart Type select from Histogram, Stacked Histogram, Area Chart and Pie Chart. Display Units or Costs Show Limit and/or Allocation Limit Display resource allocation: - set the fields with a value in weeks ahead and previous to current data date. Color Theme Pastel or Primary Colors 10

1.1.11 My Projects Portlet This portlet displays a list of the projects that meet the criteria set in the customize page.

1 Customization Settings for the My Projects Portlet Select the My Projects portlet.

11 My Projects Portlet This portlet displays a list of the projects that meet the criteria set in the customize page. Clicking on the project s name will open the project, close any other open projects and then switch the view over to the Projects tab Customization Settings for the My Projects Portlet Select the My Projects portlet. Show project where I: Have access rights have view access or better to the project Am assigned as a resource the resource associated with your login has been assigned to one or more activities in the project. Am the Project Owner have been selected as the project owner in the Project Owner field of the EPS s General Tab. See following figure: 11

Above example: project owner has been set in the General tab s Project Owner field. 1.

system; grouped by project. Click the twisty button to see the details below each project.

12 Above example: project owner has been set in the General tab s Project Owner field My Activities Portlet This portlet displays a list of activities you are assigned to in the system; grouped by project. Click the twisty button to see the details below each project. Clicking on the Activity name link will switch you to the Projects tab in a page called Details of <activity name>. 12

13 Customization Settings for the My Activities Portlet Set the number of days ahead you wish to include for activities you are scheduled to work on. This is n days from the current data date. 13

1.1.13 My Risks Portlet This portlet shows any risks in the

selected for viewing it. Risks are grouped by project.

14 My Risks Portlet This portlet shows any risks in the project portfolio that you own or have other criteria selected for viewing it. Risks are grouped by project. Clicking on the risk name will open the Risks page of the Projects tab. 14

15 Customization Settings for the My Risks Portlet Use the Customize link to access the Customize Risks dialog. Select from columns for the table and include risks based upon the selected criteria in the Filter tab. 15

1.1.14 My Issues Portlet This portlet displays a list of the issues available to you based upon criteria set in the Customize page. The portlet is grouped by project.

16 My Issues Portlet This portlet displays a list of the issues available to you based upon criteria set in the Customize page. The portlet is grouped by project. Clicking on the twisty button displays the issue name in the rows below. Clicking on the issue name link will open the Issues page of the Projects tab Customization Settings for the My Issues Portlet Columns choose the columns to display in the portlet. 16

17 17

18 Filter Group 18

19 Chart Communication Center Portlet This portlet shows you the resources that meet the criteria in the customization settings, and allows you people by selecting them in the Name list. 19

20 Selecting the check box at the project level selects all the resources working on that project Customization Settings for the Communication Center Portlet 20

1.1.16 My calendar This portlet shows you a list of activities, grouped by projects, that you are assigned to work on during the period selected in the calendar area.

21 My calendar This portlet shows you a list of activities, grouped by projects, that you are assigned to work on during the period selected in the calendar area. Navigate the calendar weeks and months to see what projects and activities you have been scheduled to work on. Clicking on the twisty button on the project row will open the activity list below. Clicking on the activity name link will open the Details of <Activity Name> page where you can examine the activity dates and other details. 21

22 Customization Settings for the My Calendar Portlet 22

1.1.17 Portfolio Views Portlets Portfolio Views portlets offer a wide range of options for the contents of each portlet you add to the dashboard.

This means there are literally dozens of combinations of data you can display with these portlets.

23 Portfolio Views Portlets Portfolio Views portlets offer a wide range of options for the contents of each portlet you add to the dashboard. There are thirty existing Portfolio views to choose from with further sub-options for customizing the portlet. This means there are literally dozens of combinations of data you can display with these portlets. The categories for a portfolio view include Bubble Charts, Histograms, Pie Charts, Scorecards, Side-by-side Histograms and Stacked Histograms, each with a variety of sub-options. You can add or subtract portfolio views as needs demand Customization Settings for the Portfolio Views Portlets Use the Add option to add new Portfolio View portlets to the list. Each one added is automatically placed in the list and given a number. 23

24 Each Portfolio View added has a set of options to further configure the portlets content and appearance. 24

examples Below: Spend by Location and Spend by

25 More Examples of Portfolio View Portlets Below: Are we doing the right projects? bubble chart and Cost by Plan Pie Chart portlet examples Below: Spend by Location and Spend by Phase portlet examples. Below: Spend by Sponsor, by Location and Budgetary Scorecard portlet examples. 25

COLLABORATIVE PROJECT MANAGEMENT. Building Dashboards

COLLABORATIVE PROJECT MANAGEMENT An Intr oduction to Building Dashboards Primavera P6 has been used to schedule large scale projects for more than 20 years. During this period, the needs of its users have