Tips Tricks with Version Six (Web)

Huett Bishop, PMP

About Huett Bishop:
•Principal Associate, PMA Consultants 5 Years

•Implemented Primavera Enterprise for two (2) Major Clients – National Park Service
and Johnson & Johnson/Cordis Corporation

•Currently Engaged with two (2) Major Clients: Johnson & Johnson/Cordis and
Coastal Construction ($200MM Medical Device Manufacturing Facility and Luxury
Condominium Construction)

•Primavera Trainer and Consultant

•Former Director Systems Engineering & Project Management for Wireless

Telecommunications Company

2
Roadmap of Today’s Presentation
• Review New Web Based Features

• Explain the Usefulness of the Feature and Why You Should be Using it

• Demonstrate the Feature

• Demonstrate Client to Web Features (Reflection Projects)

3
Features Covered Today
• Navigation, Views & Dashboards
– New Look and Feel
– Create Views & Dashboards
– Select Content
– Assign Views & Dashboards to Users
• New & Improved Project & Activity Features
– Project Creation
– Usability Features
– Activity Views
– Gantt Chart
– Calculated User Defined Fields

4
Features Covered Today (Cont’d)
• Portfolios

– Scenarios

– Waterline Analysis

• Web and Client/Server Combo Features – Reflection Projects

5
Navigation, Views & Dashboards

6
Navigation/User Interface
New Features
• Single Pane
• Search
• Tab Navigation
• Bread Crumbs
Importance to You
• Direct Access to Features – Everything on Single Page, No More Drill Down
• Fast Access to Frequently Used Tools/Information
• Less Complicated for New Users to Find Information
• Lower Learning Curve for New Users

7
Out with the Old …

8
In with the New –

Demo 9
Views
New Features
• Administering/Customize Views from Central Location
• Set up Default Views
• Selectable Content & Functionality
• Assign to Users & Groups of Users

Importance to You
• Setup Once for ALL Users
• Consistent Views for ALL Project & Project Managers
• Get the Right Functionality to the Right Users

10
Views Admin Screen

Demo 11
Managing Dashboards
New Features
• View Portfolio Scorecards and Charts
• Create/Customize for Single or Multiple Users
• Multiple Dashboards per User
• Global Dashboards
Importance to You
• Consistent Reporting Across Organization
• Expands Concept of P5 “Personal Workspace”
– View Data in Multiple Formats Without Constant Workspace Customization
• Lock Down Functionality

12
Dash Board Setup

Demo 13
New Project & Activity Features

14
Project Features
New Features
• Goodbye Wizard!
• Single Screen with 6 Data Items
• Direct Access to EPS
• Drag and Drop Data Items
• Draw Relationships and Durations
• Customize Bars
Importance to You
• One Stop Project Creation
• Saves Time & Frustration
• Graphical Project Creation

15
Project Creation Screen

Demo 16
Single Screen Project Creation

Demo
17
Calculated User Defined Fields
New Features
• Assign Graphical Indicator
• Calculated Custom Numeric’s
• Project Level Status Indicators
Importance to You
• Create Custom Stop Light Report
• Create Custom Status Indicators/Values
– Based on the Data Required Not Just What’s available
• Automatic Calculation
– When Data Changes so Does the UDF

18
Calculated UDF

19
Demo
Activity Views (Layouts)
New Features

• Customize

– Fields & Bars

– Filters

– Group & Sort

• Establish Access Rights

Importance to You

• View Your Data in the Format You Need

• Push Layouts to Users From Central Location

20
Create Custom Layout

Demo 21
Usability Features
New Features

• Right Click Shortcuts

• Quick WBS Creation/Edits – No More Hierarchy Menu

• Drag & Drop Columns

• Gantt Chart Improvements

• Project Spotlight!

Importance to You

• Save Time Creating/Modifying Schedules

• Lower Learning Curve for New Users

22
 Usability Features

23
Demo
New Portfolio Features

24
Portfolios Views
New Features

• Customize Views of Portfolios

• Create Scorecards or Graphs

• Create List of Favorite Portfolios

Importance to You

• View Data in Your Format

• Graphs and Tables Can Be Exported to Excel

• Quickly Compare Groups of Projects

25
 Create and Use Portfolio Views

Demo 26
Quickly Switch Views

27
Demo
Portfolios – Scenarios and Water Line Analysis
New Features
• Create Custom Models
– Budgets
– Capacity Planning
• Export to Excel
Importance to You
• Establish Thresholds for Decisions
• Real-time Data Analysis
– Include Exclude Projects Manually
• Base Strategic Decisions on Data not Feeling

28
Waterline and Scenario Analysis

Demo 29
Portfolios – Capacity Planning
New Features
• Analyze Resource/Role Availability
• View Capacity and Demand of Staffing
• Determine Staffing Capacity/Demand Across
– Projects
– Division
– Entire Organization
Importance to You
• Quickly Determine Capacity to Absorb New Work
• Determine Resource Need over Time
• Facilitate Fulltime or Contractor Decisions
• Save as Scenario for Later Comparison/Analysis

30
Capacity Analysis

31
Demo
Reflection Projects
New Features

• Update Status in Web

• Push Update Back to Client/Server

• Review Updates Prior to Committing

Importance to You

• Allow Contractors to Update Their Work While Maintaining Control

• Screen/Review Updates

• Only Apply Valid Information

• Simplify Updating Process

32
Demo
Questions?
Contact Info:
Huett Bishop, PMP

PMA Consultants LLC

Ft. Lauderdale, FL Office

Phone: 954.837.0311

Email: hbishop@pmaconsultants.com

33