Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st

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.

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


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


Panelists

Dave Fetters, Leed AP

� Senior Primavera Consultant

� Certified Leed AP

� Oil & Gas

� Construction

� Telecom


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

[email protected]

• Live Instructor

• Hands-On

• Remote (No Travel)

• Certificate

• 19.5 PDUs / 1.95 CEUs


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

[email protected]

• Live Instructor

• Hands-On


• Certificate

• 13 PDUs / 1.3 CEUs


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,[email protected]• Live Instructor

• Hands-On


• Certificate

• 19.5 PDUs / 1.95 CEUs


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,[email protected]

• Live Instructor

• Hands-On


• Certificate

• 13 PDUs / 1.3 CEUs


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


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



� 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



� 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


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


User Setup & Module Access

Granting User Access to Team Member Interfaces


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



Status Updates Tab



� 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


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



Status Reviews Tab


Assigning a Status Reviewer

WBS Status Reviewer


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


Selecting Activities for Review

Designating Activities for Review


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



Assigning Resources to Activities for Team Member Update



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



Assigning Task Owners to Activities for Team Member Update


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



Retrieving the Task List



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



Updating Activity Progress



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



Updating 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



Updating Steps



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



Updating Activity Codes and User Defined Fields



Notebook Topics & Related Tasks

� Notebook topics and related tasks can be viewed by task

owner and assigned resources.



Notebook Topics & Related Tasks



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.



Communicating with Project Participants


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



Receiving 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



Reviewing & Approving Status Updates


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


Viewing Team Member Status Update History

Activity Update History


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


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


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

� [email protected]

Documents

Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st