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Oracle Primavera P6
Project Management
®
Reference Manual
Version 7.0

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3
Table of Contents
Preface.............................................................................................................11
What is Oracle Primavera P6? ...........................................................................................12
Using Documentation and Help.........................................................................................15
Where to Get Support ........................................................................................................18
Part 1: Overview and Configuration
Understanding Project Management ...........................................................21
Why Use Project Portfolio Management? .........................................................................22
Your Role in the Organization ...........................................................................................23
Project Management Process Overview.............................................................................26
Planning, Controlling, and Managing Projects ..................................................................28
Quick Tour......................................................................................................31
Getting Started ...................................................................................................................32
Selecting a Language .........................................................................................................35
The Workspace...................................................................................................................36
What Is a Layout? ..............................................................................................................39
Customizing Displays ........................................................................................................41
Sample Layouts..................................................................................................................42
Using Wizards....................................................................................................................43
Setting User Preferences................................................................................45
Formatting Time Units.......................................................................................................46
Formatting Dates................................................................................................................47
Setting Currency Symbols .................................................................................................47
Setting Mail Preferences ....................................................................................................48
Implementing Wizards .......................................................................................................49
Setting Startup, Group, Sort, and Column Defaults...........................................................49
Changing Your Password ...................................................................................................51
Setting Profile and Spreadsheet Data Options ...................................................................52
Setting Calculation Options for Resource and Role Assignments.....................................54
Selecting Startup Filters.....................................................................................................56
4
Table of Contents
Part 2: Structuring Projects
Setting Up the Enterprise Project Structure ...............................................59
Enterprise Project Structure Overview.............................................................................. 60
Setting Up the Enterprise Project Structure ...................................................................... 66
Adding a New Project to the EPS ..................................................................................... 67
Using Project Architect ..................................................................................................... 69
Working with the Enterprise Project Structure ................................................................. 75
Defining Enterprise Project Structure Details................................................................... 79
Setting Up the Organizational Breakdown Structure ................................87
The Organizational Breakdown Structure (OBS) ............................................................. 88
Viewing an OBS................................................................................................................ 91
Setting Up an OBS ............................................................................................................ 93
Editing OBS Elements ...................................................................................................... 96
Defining Resources and Roles.......................................................................97
Resources Overview.......................................................................................................... 98
Viewing and Adding Resources ........................................................................................ 99
Defining Resource Shifts ................................................................................................ 106
Defining and Assigning Resource Codes and Values ..................................................... 107
Setting Up Roles ............................................................................................................. 109
Assigning Roles to Resources......................................................................................... 113
Defining Custom Resource Curves ................................................................................. 115
Reviewing Work Breakdown Structures ...................................................119
The Work Breakdown Structure (WBS) ......................................................................... 120
Viewing a WBS............................................................................................................... 122
Grouping by WBS Path................................................................................................... 124
Adding WBS Elements and Assigning Properties .......................................................... 125
Using WBS Milestones ................................................................................................... 128
Assigning WBS Category Values.................................................................................... 130