Download Primavera P6 Enterprise Project Portfolio Management 8 Certified Implementation Specialist.1z0-567.TestKing.2015-03-27.60q.tqb

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Note: Creating Projects on the Portfolio Analysis Page Generally, you create projects while working on the EPS page in the Projects section of the application.However, it is also possible to create what-if projects while analyzing portfolios. During the process of evaluating a portfolio, you will often want to capture a new project idea. To create a project on the portfolio analysis page:1) Click Portfolios. 2) On the Portfolios navigation bar, click Portfolio Analysis. 3) On the Portfolio Analysis page:a. Make sure you are working with the primary portfolio (at top or left) and not the comparison set for the next steps. b. In the Scenario list, select a scenario for your analysis. c. In the View list, select a portfolio view scorecard. d. In the scorecard, select a row where you want to add a new project. e. Click Add Project. 4) For the first project you create, if defaults are not already set, the Add Project dialog box appears:a. Select a default Parent EPS element. b. Select a default Responsible Manager. c. Click Select. 5) On the Portfolio Analysis page, click Save. Tip You can change the what-if project's Project Status field value on the General detail window of the EPS page. For example, you may later want to change a project from What If to Planned status. Note 2: A portfolio is a collection of projects. Group projects into portfolios so you can easily view data from more than one project at a time. Reference; P6 EPPM User's Guide, Creating Projects on the Portfolio Analysis

Note: Project Codes allow for grouping, sorting, and filtering projects. They are used extensively and allow you to organize your project in many ways, particularly for reporting and when performing portfolio analysis (See Chapter 11, Portfolios). Think of codes as categories or labels; they can be used individually or in combination to group or give totals for different categories in reports or portfolios. 

Requirements for using weighted steps to calculate Activity Percent Complete All of the following must be in place The Percent Complete Type for the activity that is using weighted steps must be set to Physical. In the Project Management module, a project-level option must be turned on. Weight values must be specified and work progress must be reported for each step. Note: Activity Step Templates  to define sets of reusable steps common to many activities in a project or across projects.

New in Release 8.2 include:Is Under filter: This is a new property used in filtering data which lets you filter by location of an item within a hierarchy. For example, you can filter for activities only under a certain WBS (Work Breakdown Structure) node. See figure below:  

When you choose or create a portfolio, it opens in an analysis view. P6 keeps track of which view you were last using with each portfolio and by default always opens that last view for each portfolio. An analysis view consists of two screens showing portfolio data. The screens can be oriented horizontally or vertically. Also, note that in analysis view there are always exactly two screens displayed. Example:  

The base currency is the monetary unit used to store cost data for all projects in the database and is controlled by a global administrative setting in the Project Management module. The default base currency for Primavera is US dollars ($). The view currency is the monetary unit used to display cost data in Primavera and is controlled by a user preference. Note: All costs are stored in the Based Currency. All costs are stored in the Base Currency and all other Currencies are calculated values using the Base Currency value and conversion rate.

A, G: The Project Notebooks portlet is where all the project level notebook topics are shown in one location. This is especially helpful if your business process is consistently used to show reasons for delays, reasons for change orders, or other significant project communications. B: Primavera has functions, including Notebook, that enables you to note information associated with an activity, including the reasons associated for establishing a constraint. Note:Notebook topics are predefined categories in P6 that help to organize your project notes. The notebook topics in Primavera P6 provide team members with a history of all that happened in the project, whether it was a schedule delay due to rain or the breakdown of equipment. Notebooks exist not only for Projects, but also can be added to any EPS, WBS, or activity. So, for example, you could create a notebook that describes the purposes and objectives of each WBS element. These notebooks could then be gathered together in a report, which outlines the project by WBS, using the notebooks as summary paragraphs.