Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6...

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Presented By:

- Jake Lilley

- Dave Fetters

Introduction to Primavera Team Member

Primavera P6 EPPM Release: 8.3

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

PPM Global Services, Inc.

Company Overview

� PPM Global Services is a provider of project portfolio

management, contract management and scheduling

solutions.

� As an Oracle Gold Partner, PPM Global Services offers the

strength of an authorized Oracle solution provider, while

maintaining the agility of a small company with the ability to

deliver.

� Headquarters in Atlanta, GA

� Employees throughout the U.S.

� Implemented Primavera P6

EPPM on 3 continents

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Panelists

Jake Lilley, PMP

� Director of Professional Services

� Certified Project Management Professional (PMP)

� Certified Oracle Primavera P6 EPPM Implementation

Specialist

� Certified Primavera Trainer

� Certified Scrum Master

� Certified Microsoft Project

Professional

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Panelists

Dave Fetters, Leed AP

� Senior Primavera Consultant

� Certified Leed AP

� Oil & Gas

� Construction

� Telecom

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Upcoming Training

� Course Topics� Create a project

� Create a Work Breakdown Structure

� Add activities

� View calendars

� Create relationships

� Schedule the project

� Assign constraints

� Format schedule data

� Define roles and resources

� Assign roles

� Assign resources

� Analyze resources

� Optimize the project plan

� Execute the project

� Create reports

� Understand data structures

3-Day Oracle Primavera P6 Professional (Fundamentals)

November 17th – 19th

• $1,495

training@ppmglobalservices.com

• Live Instructor

• Hands-On

• Remote (No Travel)

• Certificate

• 19.5 PDUs / 1.95 CEUs

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Upcoming Training

� Course Topics� Use the Assignments Window

� Assign cost accounts

� Analyze resources

� Bucket planning

� Level resources

� Use earned value

� Analyze resources and roles

� Calculate percent complete

� Use advanced scheduling techniques

� Use timescaled logic diagrams

2-Day Oracle Primavera P6 Professional (Advanced)

November 20th – 21st

• $1,095

training@ppmglobalservices.com

• Live Instructor

• Hands-On

• Remote (No Travel)

• Certificate

• 13 PDUs / 1.3 CEUs

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Upcoming Training

� Course Topics� Create a Work Breakdown Structure

� Add activities

� Customize activity views

� Create relationships

� Schedule the project

� Assign constraints

� View the Enterprise Project Structure

� Optimize the project schedule

� Create a project

� Assign roles and resources

� Analyze resources and costs

� Baseline the project plan

� Execute the project

� Customize dashboard

3-Day Oracle Primavera P6 Web (Fundamentals)

December 1st – 3rd

• $1,495training@ppmglobalservices.com• Live Instructor

• Hands-On

• Remote (No Travel)

• Certificate

• 19.5 PDUs / 1.95 CEUs

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Upcoming Training

� Course Topics� Use advanced scheduling techniques

� Analyze portfolio performance

� Manage multiple projects

� Create resource teams

� Use high-level resource planning

� View portfolio performance

� Staff resource requests

� Create a portfolio

� Use resource leveling

2-Day Oracle Primavera P6 Web (Advanced)

December 4th – 5th

• $1,095training@ppmglobalservices.com

• Live Instructor

• Hands-On

• Remote (No Travel)

• Certificate

• 13 PDUs / 1.3 CEUs

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Agenda

� About P6 Team Member Interfaces

� User Setup and Module Access

� Establishing Project Preferences

� Assigning a Status Reviewer

� Selecting Activities for Review

� Assigning Resources & Task Owners to Activities

� Using Team Member to Status Activities & Resource

Assignments

� Reviewing & Approving Team Member Status Updates

� Viewing Team Member Status Update History

� What’s New in Team Member 8.4

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

About P6 Team Member Interfaces

� Suite of interfaces designed for individual contributors, or

team members, to record status on their tasks without the

need to learn an enterprise project management application.

� Team Member Interfaces include:

• P6 Team Member Web

• P6 Team Member for iOS app

• P6 Team Member for Android app

• E-mail Statusing Service

Overview

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

About P6 Team Member Interfaces

� Status activity dates, durations and percent completes

� Status activity resource assignments

� Display and filter task list by project and by current status,

including active, due, overdue, starred, or completed

� Mark a task with a star to signify importance

� Add, edit, or delete steps

� View and update activity codes and user defined fields

� View predecessor and successor tasks

� Communicate with the project team via Discussion feature.

� Communicate with the project team through e-mail

� View notebook topics associated with a task

P6 Team Member Web, Android app, and IOS app

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

About P6 Team Member Interfaces

� Resources & Task Owners

• Request a list of your current tasks via email

• Request a filtered list of tasks by project; time frame;

current status, including Active, Due, Overdue, Completed,

or Started.

• Reply to task list via email to record progress and submit

status updates.

� Project Manager

• Solicit updates from team members via e-mail.

E-Mail Statusing Service

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

User Setup & Module Access

1. Create P6 user account

• Team Member user accounts and module access are

administered from P6

2. Grant user access to the Team Member Interfaces module.

3. Link User Account to Resource (optional)

• Step required if user will update resource assignments.

• Step not required if user will update activity as task owner

or via work distribution filter.

4. Assign a Team Member Filter (optional)

• Also known as a Work Distribution Filter

• Enables the user to update activities that meet filter

criteria regardless of task ownership or resource

assignment.

Steps to Enable P6 Team Member User Accounts

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

User Setup & Module Access

Granting User Access to Team Member Interfaces

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Establishing Project Preferences

� Used to configure what fields team members can view and edit

via P6 Team Member interfaces.

� Team members can be assigned to activities as:

• Resource Assignments

• Activity Owners

• Both

� Select the fields team members can update for:

• Activities

• Resource Assignments

� Enable team members to add and delete steps

� Select up to 20 activity codes and UDFs that team members

can view and/or update.

Status Updates Tab

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Establishing Project Preferences

Status Updates Tab

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Establishing Project Preferences

� Used to set up reviews for activity updates made by team

members using P6 Team Member interfaces.

� Enable approval review or automatically accept team member

status updates

� Determine if review required by default for new activities

� Specify reviewer for team member status updates

Status Reviews Tab

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Assigning a Status Reviewer

� Assigned Status reviewer

� Admin Superuser

� Project Superuser

Who Can Review / Edit / Approve Status Updates?

Where is the Status Reviewer Assigned?

� Project Preferences

• Status Reviews tab

• Select the default reviewer for the project

� WBS

• General detail tab > Status Reviewer column

• Establish the reviewer for activities within the WBS

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Establishing Project Preferences

Status Reviews Tab

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Assigning a Status Reviewer

WBS Status Reviewer

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Selecting Activities for Review

How are Activities Designated for Review?

� Project Preferences

• Status Reviews tab

• Specify default for all new activities.

• If review is not required, then Team Member updates are

automatically accepted upon submission.

� Activity Settings

• Review Required column

• Establish review requirements for each activity

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Selecting Activities for Review

Designating Activities for Review

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Assigning Resources & Task Owners to Activities

Assigning Resources to Activities for Team Member Update

� To enable updates of resource assignments within Team

Member, the resource must be associated with a valid user

account within P6.

� Resources can be assigned to activities from one of the

following locations within P6:

• Projects section > Activities page > Assignments detail tab

• Resources section > Assignments page

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Assigning Resources & Task Owners to Activities

Assigning Resources to Activities for Team Member Update

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Assigning Resources & Task Owners to Activities

Assigning Task Owners to Activities for Team Member Update

� To enable updates of activities within Team Member, the task

owner must be associated with a valid user account within P6.

� Task owners need not be associated with a resource.

� Primary Resource designation has no affect on task ownership

or Team Member functionality.

� Task owners can be assigned to activities from the following

location within P6:

• Projects section > Activities page > Owner column

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Assigning Resources & Task Owners to Activities

Assigning Task Owners to Activities for Team Member Update

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Retrieving the Task List� Upon login, Team Member automatically displays all active

tasks to which the user is assigned as a:

• Resource

• Owner

• Distribution Filter

� The tasks are ordered by the earliest Finish By date.

� The task list can be filtered by:

• Project

• Status

• Timeframe

• Text Filter

� Tasks completed within the last 30 days can be retrieved

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Retrieving the Task List

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Updating Activity Progress

� The following activity fields can be updated by the Task Owner.

• Actual Start

• Actual Finish

• Remaining Duration

• Expected Finish

• Activity % Complete

• Actual Labor Units

• Actual Nonlabor Units

• Remaining Labor Units

• Remaining Nonlabor Units

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Updating Activity Progress

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Updating Resource Assignments

� The following resource assignment fields can be updated by

the Assigned Resource.

• Assignment Actual Start

• Assignment Actual Finish

• Assignment Remaining Early Finish

• Remaining Duration

• Actual Units

• Remaining Units

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Updating Resource Assignments

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Updating Steps

� Steps can be added, deleted and updated by task owners and

assigned resources.

• Note: Function must be enabled via Project Preferences

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Updating Steps

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Updating Activity Codes and User Defined Fields

� Activity Code assignments and User Defined Field values can

be updated by task owners and assigned resources.

• Note: Function must be enabled via Project Preferences

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Updating Activity Codes and User Defined Fields

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Notebook Topics & Related Tasks

� Notebook topics and related tasks can be viewed by task

owner and assigned resources.

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Notebook Topics & Related Tasks

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Communicating with Project Participants

� Task owner and assigned resources can communicate with

project manager and fellow team members using any of the

following options:

• Discussions

• E-mail

� Discussions are saved within each activity.

� Discussions are available to anyone who has access to the

project.

� If more than one team member is assigned to the same

activity, all discussions are captured in the same dialog box for

that activity.

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Using Team Member to Status Activities and Resource Assignments

Communicating with Project Participants

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Reviewing & Approving Team Member Status Updates

Receiving Status Updates

� When a team member saves a change in a P6 Team Member

interface, the change appears in the Review Status Updates

dialog box.

� Review Status Updates dialogue box can be accessed from one

of the following locations:

• Projects section > Activities page > Actions menu > Review

Status Updates

• Notifications Panel

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Reviewing & Approving Team Member Status Updates

Receiving Status Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Reviewing & Approving Team Member Status Updates

Reviewing & Approving Status Updates

� From the Review Status Updates dialogue window, the user

can review activity and resource assignment updates captured

by users of the P6 Team Member interfaces

� From the Review Status Updates dialogue window, the

following options are available to the user:

• View

• Edit (Override)

• Accept

• Place on hold / Remove hold

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Reviewing & Approving Team Member Status Updates

Reviewing & Approving Status Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Viewing Team Member Status Update History

Activity Update History

� The history of team member status updates is captured with

each change and can be viewed from the following location

within P6.

• Projects section > Activities page > Update History detail

tab

� Update history is captured for

• Activities

• Assignments

• Steps

• Activity codes

• UDFs

� Update history can be filtered by timeframe and category

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Viewing Team Member Status Update History

Activity Update History

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What’s New in Team Member 8.4

� Submit Timesheets

� Enhanced Sorting

� Updating Notebooks

� Improved method for current period units

� Primary Resource can status other resource assignments

Enhancements to Primavera Team Member 8.4 include

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

In Review

� About P6 Team Member Interfaces

� User Setup and Module Access

� Establishing Project Preferences

� Assigning a Status Reviewer

� Selecting Activities for Review

� Assigning Activities to Resources & Task Owners

� Using Team Member to Status Activities & Resource

Assignments

� Reviewing & Approving Team Member Status Updates

� Viewing Team Member Status Update History

� What’s New in Team Member 8.4

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Questions?

Upcoming Training

� 3-Day P6 Professional (Fundamentals): Nov. 17th – 19th

� 2-Day P6 Professional (Advanced): Nov. 20th – 21st

� 3-Day P6 Web (Fundamentals): Dec. 1st – 3rd

� 2-Day P6 Web (Advanced): Dec. 4th – 5th

� training@ppmglobalservices.com