Tips Tricks with Version Six (Web)Huett Bishop, PMP

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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

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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)

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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

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Features Covered Today (Cont’d)

• Portfolios

– Scenarios

– Waterline Analysis

• Web and Client/Server Combo Features – Reflection Projects

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Navigation, Views & Dashboards

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Navigation/User InterfaceNew 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

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Out with the Old …

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In with the New –

Demo

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ViewsNew 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

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Views Admin Screen

Demo

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Managing DashboardsNew 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

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Dash Board Setup

Demo

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New Project & Activity Features

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Project FeaturesNew 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

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Project Creation Screen

Demo

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Single Screen Project Creation

Demo

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Calculated User Defined FieldsNew 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

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Calculated UDF

Demo

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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

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Create Custom Layout

Demo

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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

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Usability Features

Demo

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New Portfolio Features

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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

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Create and Use Portfolio Views

Demo

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Quickly Switch Views

Demo

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Portfolios – Scenarios and Water Line AnalysisNew 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

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Waterline and Scenario Analysis

Demo

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Portfolios – Capacity PlanningNew 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

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Capacity Analysis

Demo

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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

Demo

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Questions?

Contact Info:

Huett Bishop, PMP

PMA Consultants LLC

Ft. Lauderdale, FL Office

Phone: 954.837.0311

Email: hbishop@pmaconsultants.com