Primavera _ Greg Horsfall _ Pixel perfect project reporting from P6.pdf

Pixel
Perfect
Project
Repor/ng

from
P6

Greg
Horsfall

For-or
Global
Pty
Ltd

17th
August,
2011

The most comprehensive Oracle applications & technology content under one roof

Pixel
Perfect
Project
Repor-ng
from
P6

INTRODUCTION


Introduc-on

•  Primavera
Australia
Pty
rebranded
to
For-or
aGer
3
acquisi-ons

•  Growth
in
sales
and
implementa-ons
of
Oracle
Primavera

solu-ons,
as
For-or
Global
is
bigger
than
when
as
Primavera

Australia

•  Hiring
on
average
3
staﬀ
/
month

•  Privately
owned
Australian
company

•  22
years
in
opera-on

•  Largest
Primavera
prac-ce
in
the
world

•  Over
1,300
Australian
customer
organisa-ons

•  99%
of
the
customers
supported
directly
by
For-or
Global

•  Biggest
Primavera
training
organisa-on
in
the
world

•  Oracle
Pla-num
Partner
-‐

Cer-ﬁed
Primavera
Specialists


Pixel
Perfect
Project
Repor-ng
from
P6

THE
3
RULES
FOR
REPORT
WRITING


The
3
Rules
for
Report
Wri-ng

•  RULE
1

–  Know
thy
data

•  RULE
2

–  Know
thy
repor-ng
tool

•  RULE
3

–  Maintain
a
library
of
reports


Rule
1
–
Know
thy
data

•  Primavera
P6
EPPM
data
in
the
actual
PMDB
database
since
year
dot
i.e.

version
V1.5
back
in
1999
and
in
V1.6,
V3.5.1,
V4.0,
V5.0,
V6.0,
V6.1,

V6.2.1,
V7.0
and
even
V8.0
(aka
P6
R8)
only
contains
70%
of
your
data

needs

–  You
will
NOT
find
all
fields
e.g.
dura-ons,
%completes
as
it
is
only

calculated
when
needed
by
P6
soGware

–  You
WILL
find
them
in
the
ERD
(P6
Enterprise
Repor-ng
Data

Warehouse
–
if
you
have
it)

•  BUT
….
in
P6
R8.1
we
have
it
all,
and
more,
in
the
P6
EPPM
database

–  the
data
has
been
deliberately
structured
and
named
for
easy

repor-ng
including
addi-onal
hierarchy
data
structures
to
navigate

just
for
repor-ng!


Rule
2
–
Know
thy
repor-ng
tool

•  So
we
learnt
how
to
use
the
Report
Wizard
in
P6
windows
client

•  We
discovered
the
‘Use
Current
Screen’
op-on
in
the
Tools
menu

•  Some
of
us
have
even
mastered
the
‘Modify’
bujon
that
launches
the
P6

Report
Editor
into
the
wonderland
of
the
repor-ng
canvas

•  For
those
of
use
embracing
the
web,
we
can
run
reports
in
the
P6
web
in

My
Reports
and
Project
Reports
portlets
but
are
limited
to
genera-ng

HTML
output
only
with…

–  No
page
headings,
no
page
breaks,
very
limited
formakng
op-ons

•  We
know
it
has
NO
calculated
ﬁelds,
NO
embedded
graphics,
NO
run-‐-me

parameters,
so..

–  We
created
extracts
to
spreadsheets

–  We
installed
the
SoGware
Development
Kit
hoping
that
would
help

–  We
used
and
probably
s-ll
use
dubious
excel
spreadsheets
and
macros
to
get

the
repor-ng
needed

•  BUT…
along
came
BI
Publisher
10g
and
11g
capability
in
P6
R8.1


Rule
3
–
Maintain
a
library
of
reports

•  So
we
get
a
prebuilt
library
of
over
100
reports
in
PMDB
(to
use
copy
and

change)

•  We
copy,
change
and
use
these
only
with
the
P6
windows
client

•  We
lean
how
to
copy
any
components
inside
these
reports
to
reuse
into

other
reports
and
start
sharing
using
imports
and
exports
to
grow
the

library
and
our
skills,
some
of
us
even
ajend
For-or’s
P6
Repor-ng

Wri-ng
training

•  We
could
become
a
bit
frustrated
if
someone
else
deletes
our
report,
so

we
started
to
export
these
as
.erp
ﬁles
and
save
them
into
our
own

libraries
on
our
personal
drives

•  BUT…
along
came
BI
Publisher
10g
and
11g
capability
in
P6
R8.1
with
a

new
(addi-onal)
report
repository
of
30+
pixel
perfect
reports
including

new
security
features.
The
library
contains
samples
to
build
on
and
copy

from.


Pixel
Perfect
Project
Repor-ng
from
P6

PRIMAVERA
P6
EPPM
REPORTING


Pixel
Perfect
Repor-ng

•  Seeing
is
believing
…

•  The
next
few
slides
show
the
output
of

reports
produced
directly
from
Primavera
P6

EPPM


Pixel
Perfect
Repor-ng


Pixel
Perfect
Project
Repor-ng
from
P6

HOW
IS
IT
DONE?


Pixel
Perfect
Repor-ng

•  So
how
is
this
done
?

•  Approximately
65
new
tables
have
been
added
to

the
P6
database
schema,
as
well
as
new
logical

views
for
repor-ng.
The
new
tables
are
installed

by
default
on
upgrade
to
P6
Release
8.1.

•  All
repor-ng
in
P6
web
is
done
using
BI
Publisher

•  Reports
are
run
on
demand
or
to
a
schedule

directly
from
P6


Pixel
Perfect
Repor-ng

•  The
Publish
Project
service
will
recalculate
and

publish
all
project
business
objects
containing

calculated
or
denormalized
data.
This
includes,

but
is
not
limited
to,
the
WBS,
ac-vi-es,

resource/role
assignments,
high-‐level
planning

assignments
,
rela-onships,
risks,
documents,

expenses,
steps,
milestones,
UDF
values,
notes,

issues,
budget
change
logs,
-mesheets,
code

assignments,
funding
source
assignments,
etc.


Pixel
Perfect
Repor-ng

P6


Pixel
Perfect
Project
Repor-ng
from
P6

HOW
DO
YOU
RUN
REPORTS


Pixel
Perfect
Project
Repor-ng
from
P6

HOW
DO
YOU
CREATE
REPORTS?


Pixel
Perfect
Project
Repor-ng
from
P6

SUMMARY


Summary

•  Access
reports
through
P6
Web

–  View
list
of
reports,
Run
reports
on
demand

•  Report
format
op-ons

–  Tabular,
Graphical,
MS
Word,
PDF,
Excel,
etc

•  Automated
delivery
/
no-ﬁca-on

–  Pre-‐deﬁned
user
access
list
&
controls

–  Enable
users
to
subscribe
to
available
reports

–  Email
reports,
send
to
printer,
save
to
repository,
FAX


Thank
you

This
session
covered
the
capability
of
Oracle
Primavera
P6
EPPM
to
produce
the

repor-ng
outputs
required
by
all
your
stakeholders
with
the
beneﬁts
of
elimina-ng

uncontrolled
status
repor-ng
and
reducing
your
dependency
on
IT.

You
gained
an

insight
into
how
P6
accepts
parameters,
automa-cally
schedules,
generates
and

imbeds
charts
and
includes
all
the
important
data
from
mul-ple
sources
and
reported

in
the
posi-on,
fonts,
colours,
tables
and
layouts
you
need
for
your
high
quality

stakeholder
repor-ng
requirements.

Greg
Horsfall

Principal
Architect

Greg.Horsfall@for-orglobal.com


Primavera _ Greg Horsfall _ Pixel perfect project reporting from P6.pdf

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