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About Primavera

August 12, 2014

Oracle Primavera FAQs

We have provided answers to a lot of common questions in the sections below - just click on the question to see the answer - but if you can't find your specific question listed then please call us and we'll be happy to help. If we can't give you an answer immediately we'll usually be able to provide one within 24 hours.

General

  • What is Primavera, exactly?

Primavera is not just a single product, but is now a brand name covering a suite of products focused exclusively on helping project-intensive businesses manage their entire project portfolio lifecycle, including projects of all sizes. It is estimated that projects totalling more than US$6 trillion in value have been managed with Primavera products. Companies turn to Primavera project portfolio management solutions to help them make better portfolio management decisions, evaluate the risks and rewards associated with projects, and determine whether there are sufficient resources with the right skills to accomplish the work. These best-in-class solutions provide the project execution and control capabilities needed to successfully deliver projects on time, within budget and with the intended quality and design.

Portfolio and Programme Management

  • What is Portfolio Management?

Portfolio management is a term used by project management professionals to describe methods for analyzing and collectively managing a group of current or proposed projects based on numerous key characteristics. The fundamental objective is to determine the optimal mix and sequencing of proposed projects to best achieve the organisation's overall goals - typically expressed in terms of hard economic measures, business strategy goals, or technical strategy goals - while honouring constraints imposed by management or external real-world factors.

Typical attributes of projects being analyzed include each project's total expected cost, consumption of scarce resources (human or otherwise), expected timeline and schedule of investment, the expected nature, magnitude and timing of benefits to be realised, and relationship or inter-dependencies with other projects in the portfolio.

  • What is Programme Management?

According to the Project Management Institute "a programme is a group of related projects managed in a coordinated manner to obtain benefits and control not available from managing them individually. Programmes may include elements of related work outside of the scope of the discrete projects in the programme... Some projects within a programme can deliver useful incremental benefits to the organisation before the programme itself has completed."

Bearing this in mind it can be seen that programme mananagement necessarily operates at a level above individual projects and is focused on coordinating and prioritising of resources across projects, managing links between the projects and minimising the overall costs and risks of the programme.

  • Which Primavera products offer this functionality?

Both P6 PPM and P6 EPPM provide the ability to group projects together into "portfolios", but this is simply a mechanism for simplifying access to specific groups of projects. In either product a portfolio can be defined to contain projects within a specific programme, and reports can be produced for the portfolio/programme as a whole.

There are some basic portfolio analysis functions in P6 EPPM, with dashboard reports that can be configured to display and compare key project data, but for a comprehensive portfolio management solution that you should consider Primavera Portfolio Management. This product (formerly ProSight, acquired by Primavera Inc. in 2006) can operate standalone, but comes with a direct interface to P6 EPPM that allows exchange of data in both directions.

Project Management

  • Is Primavera P6 the same as Oracle Projects?

No. Oracle Projects is part of the Oracle E-Business Suite. The Primavera Gateway can be used with a suitable "provider" (connector) to integrate P6 and EBS.

Integrating Oracle Projects with Primavera P6 provides a comprehensive Enterprise Project Portfolio Management solution and performs the following features:

  • Brings together complex scheduling and industry-specific PPM processes with project financial management, skills and inventory management, and other enterprise solutions
  • Provides end-to-end visibility and control for improved decision making, coordination, and collaboration
  • Provides consolidated view of enterprise and project portfolio for an accurate, up-to-date view of project, resources, and financial performance
  • Creates coherent and complete solution for Enterprise PPM with ERP, database, middleware, and analytics
  • What's the difference between P3E, P5 and P6?

They are basically different versions of the same product. When the replacement for P3 was first released it was known as Primavera Project Planner Enterprise, which was soon shortened to P3E. There was a v3.5 and a v4.0 of this product, before the name changed to P5 and then P6 in line with the version number. When Oracle acquired Primavera Inc. in 2008 "P6" became a brand name rather than a product version and so the next version (although sometimes referred to as P7) was officially named P6 v7. The latest products have followed normal Oracle practice in being "releases" rather than "versions", and were called P6 R8.0 through R8.3. The latest software is P6 R8.3.2.

  • What's the difference between P6 and Primavera Contractor?

Primavera Contractor is Primavera's entry level project management product, designed to allow contractors to exchange planning data with clients using P6 EPPM or PPM for their project management. It offers a similar level of functionality to Microsoft Project but can generate the .xer files typically required for bid submissions on major engineering and construction projects. More information on Primavera Contractor is available here. You may also find this feature comparison chart useful.

  • What are the differences between P6 EPPM and P6 PPM?

The most obvious difference is the architecture. P6 PPM is a traditional client/server Windows application that runs on a PC (physical or virtual) and stores its data in a relational database (Oracle or SQL Server). P6 EPPM is a 3 tier web application whose client runs in a web browser. The middle tier runs on a web application server (WebLogic or WebSphere) and communicates with the database. Since R8.1 all administrative tasks are managed via the web interface, although a Windows "optional client" is also available to allow users without web access to work with the software. In R8.2 this desktop client is identical for both PPM and EPPM, but when connected to an EPPM database none of the administrative functions are available.

There are also major differences between the reporting capabilities of the two versions. P6 PPM continues to run the traditional reports found in earlier versions of the product, while P6 EPPM also uses Oracle's BI Publisher to create web based reports that are viewed via dashboards in the browser. It also provides connectivity to other reporting tools - see the Reporting and Business Intelligence section below for more on this.

The final major difference is connectivity. P6 EPPM ships with a Java API that allows the development of custom interfaces to other products, and a Web Services interface layered on top of the API. The product is also designed to integrate with Oracle's Business Process Management toolset. In contrast, P6 PPM only offers the SDK, a desktop interface that exposes the underlying database as an ODBC data source. (Note: As of R8.3, P6 Professional ships with a Java API as well)

You may find this feature comparison chart useful.

  • Can you configure P6 PPM as a multiuser system?

Although the most common use for P6 PPM is as a "standalone" installation (see below) on a laptop or single PC, it is perfectly possible to configure it so that multiple networked PCs access a single server based database. If you do not require the web based dashboards and integration capabilities of P6 EPPM this may well be your most suitable configuration.

  • Which project management product is right for me?

There is no easy answer to this, as a lot depends on your current IT landscape and precisely how you wish to make use of your planning tool. If you wish to integrate P6 seamlessly with other applications then it is likely that PPM will not be able to deliver what you require due to the withdrawal of the API in R8.1. We will happily advise on the pros and cons of deploying either version in your environment.

  • What is a "standalone" copy of P6?

This typically refers to a copy of P6 where the database and client application are running on the same machine - often a laptop. Prior to the acquisition of Primavera Inc. by Oracle, this was a standard option in the installer which performed a hands-off installation of a database server (originally Borland Interbase, then SQL Server Express) on to the machine in question as part of the process. With the release of P6 v7 the database was changed to Oracle XE and then at P6 R8.0 the standalone option was withdrawn. It now exists again - from P6 R8.1 PPM onwards, you are able to select a standalone installation that uses Oracle 10g XE as the back end.

The advantage of this type of installation is that you do not have to have previously installed a database on the machine, as one is provided free of charge. There are restrictions associated with Oracle XE though - it is limited to 4GB of data, will only use up to 1GB of any available memory, and will only execute on 1 CPU core. If any of these are likely to cause problems you should use a full copy of Oracle or SQL Server to store your data. Note that that P6 R8.x will not work with SQL Server Express unless you are upgrading an existing standalone system based on an earlier version of P6.

  • Can I still purchase P3 and/or SureTrak?

Unfortunately not - they were withdrawn from sale at the end of 2010. The nearest equivalents from the current product range are Contractor or P6 PPM.

Business Intelligence and Reporting

  • What reports come with Primavera P6?

Primavera P6 PPM ships with a library of text reports which can be scheduled to run as a batch. You can also develop custom reports and print out graphics such as Gantt Charts or resource histograms from the appropriate view.

While Primavera P6 EPPM still allows you to run traditional batch reports, it also offers an additional library of reports designed to operate within Oracle BI Publisher via a Restricted Usage Licence (RUL) for BI Publisher. These can be triggered on demand from within the web client or scheduled to run periodically, with their results available for view within the web client. If you want to make any changes to these reports then you will have to purchase a Full Usage Licence (FUL) of BI Publisher to allow you to develop your own reports.

  • What is the Primavera Reporting Database?

There is a large amount of data displayed within P6 that is calculated on the fly and not stored in the project management database (PPMDB or EPPMDB). As a result Oracle introduced the concept of a reporting database external to the project management database. This is optimised for reporting purposes and contains fields storing calculated values. In versions prior to R8.1 the creation and updating of the reporting database required an administrator to set up several additional databases and configure standalone scripts to carry out the ETL (extract, transform, load) operations. From P6 EPPM R8.1 the reporting database schema forms part of the standard EPPMDB database, and the scheduled publishing of data is administered from within the product.

Once the publishing of data to the reporting database has been configured, any external reporting tool (e.g. PCF's QEI Management Reporting or Crystal Reports) can be used to extract data from it.

  • What is Primavera Analytics?

Primavera Analytics is an add-on product for Primavera P6 EPPM which consists of a star schema data warehouse and a set of prebuilt reports and queries that run within Oracle Business Intelligence products. The data warehouse is fed from the EPPM reporting database and can be also connected to other BI applications.

Risk Analysis

  • What's the difference between Primavera Risk Analysis and PertMaster?
  • Does Primavera P6 contain any risk analysis functionality?

Contract Management

  • What does Primavera Contract Management do?

This product has always had a confusing name, as the one thing it does not do is manage contracts. It is actually a system designed for teams managing construction projects (contracts) which enables them to collaborate, track issues and costs, monitor contractor performance and manage documents.

The current version is a web application built on top of Oracle's WebLogic application server and Business Intelligence Publisher reporting tool. It can be linked to external document management systems, and can exchange cost and schedule data with Primavera P6 EPPM and JD Edwards.

Implementation, Interfacing and Integration

  • Can P6 be interfaced to an ERP system?

Absolutely, this is very common. The Primavera Gateway ships with a connector for SAP as standard, and connectors for other ERP systems are also available.

  • Can P6 be interfaced to an Asset Management system?

This is a fairly common requirement and the Primavera Gateway can be used to deliver this integration. Connectors are available for common Asset Management Systems like MAXIMO.

  • I need to develop a bespoke interface to P6 - what options do I have?

If you only require a desktop solution then you can use the SDK, which exposes a proportion of the data within the project management database (including calculated fields) as an ODBC Data Source. You can then write code in any environment that supports communication via ODBC to exchange data with P6. The SDK is available for both PPM and EPPM systems.

More complex integrations are possible using the API. This is a set of Java classes that expose the business logic and objects and makes them available for inclusion in any Java application. From v6 to R8.0 the API was available for all installations; as of R8.1 the API was limited to EPPM only. This decision was reversed at R8.3 and is once again available for both variants of P6. EPPM systems.

It is also possible to make use of the Web Services interface to P6; this is layered on top of the API and provides interoperability with any other applications that make use of Web Services. For example, the Oracle Business Process Management suite can be used in combination with event-driven messages from P6 to develop standard business processes for project approval, initiation and update.

Note that use of the SDK incurs no extra licencing costs, while the API and Web Services require additional licences.

Training

We provide experienced trainers who can conduct online and classroom training on Primavera P6. If you have a need to learn Primavera then you can send us an email at palium.skills@gmail.com and we will be happy to respond.

Switching Career to ERP

We receive numerous queries relating to training on various topics. Many of the questions received by us relate to the choice of track for a person seeking a career in ERP Consulting. Typical questions are –

Should one work towards becoming a Functional Apps Consultant or a Technical Apps Consultant?

This seems to be a very common confusion for those who decide to switch their career into becoming an Oracle Apps Consultant. It becomes important to find an answer to this question especially if you are about to commit huge amount of money into an Oracle Applications Training Course. Finding the right answer to this question is very important, as it can possibly change the course of your life.

While there is no right advice, as the ultimate success of your decision depends on quality of training, your interest and understanding of the subject and most important of all - your attitude.

Remember we can help you understand the subject and clear your doubts but ultimately you will be facing the interview by yourself. So your understanding of the subject has to be absolute.


Understanding the Roles

You have probably heard of terms like Functional consultant, Technical Consultant, Techno-Functional etc. Those not familiar with these terms need to understand their meaning. So here are some guidelines to help you, that will hold true in most cases:-
Functional Role

1. You can work towards becoming a Functional Consultant if :-

a)     You are from an Accounting Background

b)     You were a Super User for Financials/HRMS Manufacturing Modules for many years. You may even consider taking up a Support Analyst role.

c)      You have never written a "Hello World" program, regardless of the programming language.

d)     You are a MBA from a non-technical background

e)     You don't mind spending most part of your day in meetings & writing documents.

f)       You understand the overall ERP system very well, and how it all hangs together knowing the dependencies between various modules.

2. You must work towards becoming a Technical Consultant if:-

a)     You are from a technical background, regardless of the stream i.e. Electrics/Comps etc. Even a Civil Engineer can make into a good Oracle Apps Technical Consultant.

b)     You want to be a technical Oracle Apps consultant but you fear whether you can succeed. Remember, fear is important, as it gets the best out of you.

c)      You find writing lengthy documents very boring.

d)     You like to get a feeling of having achieved something each day.

e)     You do not have much patience, then surely you must not be a functional person. Some of the end users can really test your patience to limits.

f)       You don't mind taking difficult challenges at times.

g)     You can't be bothered to know how say Order Management links with General Ledger.

Switching Career to ERP Consulting

We receive numerous queries relating to training on various topics. Many of the questions received by us relate to the choice of track for a person seeking a career in ERP Consulting. Typical questions are –

Should one work towards becoming a Functional Apps Consultant or a Technical Apps Consultant?

This seems to be a very common confusion for those who decide to switch their career into becoming an Oracle Apps Consultant. It becomes important to find an answer to this question especially if you are about to commit huge amount of money into an Oracle Applications Training Course. Finding the right answer to this question is very important, as it can possibly change the course of your life.

While there is no right advice, as the ultimate success of your decision depends on quality of training, your interest and understanding of the subject and most important of all - your attitude.

Remember we can help you understand the subject and clear your doubts but ultimately you will be facing the interview by yourself. So your understanding of the subject has to be absolute.

Understanding the Roles

You have probably heard of terms like Functional consultant, Technical Consultant, Techno-Functional etc. Those not familiar with these terms need to understand their meaning. So here are some guidelines to help you, that will hold true in most cases:-

Functional Role

1. You can work towards becoming a Functional Consultant if :-

a)     You are from an Accounting Background

b)     You were a Super User for Financials/HRMS Manufacturing Modules for many years. You may even consider taking up a Support Analyst role.

c)      You have never written a "Hello World" program, regardless of the programming language.

d)     You are a MBA from a non-technical background

e)     You don't mind spending most part of your day in meetings & writing documents.

f)       You understand the overall ERP system very well, and how it all hangs together knowing the dependencies between various modules.

2. You must work towards becoming a Technical Consultant if:-

a)     You are from a technical background, regardless of the stream i.e. Electrics/Comps etc. Even a Civil Engineer can make into a good Oracle Apps Technical Consultant.

b)     You want to be a technical Oracle Apps consultant but you fear whether you can succeed. Remember, fear is important, as it gets the best out of you.

c)      You find writing lengthy documents very boring.

d)     You like to get a feeling of having achieved something each day.

e)     You do not have much patience, then surely you must not be a functional person. Some of the end users can really test your patience to limits.

f)       You don't mind taking difficult challenges at times.

g)     You can't be bothered to know how say Order Management links with General Ledger.

Pros of choosing a Functional path

  1. Legislations and business rules do not change as often as does the technology changes.
    Hence your knowledge can be carried forward from one version of Application to another.
  2. No knowledge of technology is required although it is helpful if you know some basic technology programming like sql and architecture concepts
  3. Most of the work is done onsite which requires discussion with users
  4. Number of functional consultants required in any job is less than the number of the technical consultants required
  5. Boring at times, because too much time gets wasted in meetings.
  6. Will require frequent travel or long duration onsite visits

Cons of choosing a Functional path

 

Technical Role

Pros of choosing a Technical path

a)     For each Functional person, there are at an average 3 to 5 technical consultants. Hence more job opportunities for Technical Oracle Applications Role.

b)     If you are an immigrant, then you face lesser comptetion from local workforce in western countries. For example, in USA/UK I have noticed more locals doing functional job than those doing technical job.

c)      Many technical people switch to functional roles latter in their career.

d)     Not much emphasis on educational background. This holds very true in non-Tier1 technology companies, where you will be recruited (provided you have some experience) purely on the basis of your technical skills & technical knowledge.

Cons of choosing a Technical path

a)     You have to keep up with ever changing technology and toolsets.
For example tools like Oracle Forms may be totally redundant after 5Years from now.

b)     More and more work in Oracle Apps is moving to Functional domain. To give an example, prior to introduction of self service personalizations, a developer was required for any single change to the layout of the screen. However now, a functional or even a business super user can be trained within half a day to do Self Service Personalizations.

Switching between Roles

Moving from functional background to ERP

 Advantages

  1. Knowledge of functional processes helps to understand the functional aspects of the ERP modules
  2. People with deep expertise in Financials, Supply Chain and HR can easily do so.

 Disadvantages

  1. Inspite of having experience, you would be at an initial disadvantage
  2. Your take home pay may take a hit
  3. You may have to report to a junior person in a project or in the organization

Moving from technical to functional role

Lot of technical people have moved from technical role to a functional role. However, this may not work for everyone. For those wanting to move from technical to functional there are several options

  1. Get trained on Oracle Apps Technical and leverage your technical experience to move into a Oracle Apps technical role and after familiarizing yourself with the new role, look at options to move into Oracle Apps functional role
  2. Get trained on Oracle Apps Functional role and then try and move into a functional role directly

But good future certainly will be for those that know both Functional & Technical. A techie with functional knowledge and business understanding will always excel.

Remember...A tech consultant is never just a programmer....a tech consultant is the one that can co-relate each line of code that he/she designs/writes with the business requirement for which development is being done.

Entry level oracle apps programmers have below responsibilities:-

  1. Developing simple reports using D2k report writer
  2. Developing simple forms using D2k
  3. Developing views that can be used for example in discoverer reports
  4. Developing code for custom.pll to provide zoom etc(now done using forms personalizations)
  5. Registering concurrent programs, menus, form functions etc
  6. Simple forms/self service personalizations

Advanced level oracle apps programmers have below responsibilities:-

  1. Leading teams and providing solution approach
  2. Developing interfaces,  scripts/programs for data migration into Oracle Apps
  3. Designing and building custom extensions and customizations with series of screens possibly with tight integration with other Oracle Apps screens/interfaces/API
  4. Developing and customizing oracle workflows. Modifying account generator workflows.
  5. Developing self-service extensions to OA Framework using jDeveloper.
  6. Troubleshooting critical issues

Choice of Modules

Financial Track

The most commonly implemented modules in the Financial track are Payables (AP), Receivables (AR), Sub-Ledger Accounting (SLA) and General Ledger (GL). Two other popular modules are Fixed Assets(FA) and Cash Management(CA). So we suggest that you MUST do training on AP, AR, SLA, GL and then consider doing training on FA and CM as per your requirement.

SCM Track

The commonly implemented modules here are Puchasing (PO), Inventory (INV), Order Management (OM) and Advanced Pricing (AP).  So it is suggested that you undergo training in these modules if you want to pursue a career in SCM

HCM Track

The commonly implemented modules are Human Resources (HR), Payroll (PAY), Self-Service Human Resources (SSHR).

It is generally suggested that you decide on a track based on your experience, choice and future plans. Do not do individual modules unless you have a specific need in your work or your company is sponsoring the training.

 


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