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You are a P6 administrator. You have received a change request against a configured global dashboard, involving the addition of a portlet.
How would you make this change?
- A. Customize the user interface view
- B. Customize the Portfolio view
- C. Customize the dashboard
- D. Customize the layout
Answer : C
Explanation: Add the portlet to the Dashboard.
Note:
* Dashboards are created with up to 12 windows of data called Portlets
* Dashboards build upon those analysis tools and present project and portfolio information in a way that is easy to set up and use. These dashboards can be customized and assigned so that specific users or groups of users can see the same information when they log into the system. Dashboards can be configured to suit individual needs or literally get everyone on the same page.
You are a program manager reviewing portfolio performance data. You see that many issues are assigned to a "responsible manager."
What does "responsible manager" mean with Primavera P6 EPPM?
- A. The person responsible for resolving the issue
- B. The person who identified the issue
- C. The element from the OBS associated with the issue
- D. the manager to which the issue has been assigned
Answer : D
Explanation:
Your organization, from top-level personnel down through all levels.
You can associate the responsible managers with their areas of the
EPS either nodes or individual projects. When you associate a responsible manager with an EPS node, any projects you add to that branch of the EPS are assigned that manager element by default.
Note: Note: When you associate a responsible manager with an EPS Node, any projects you add to that branch of the EPS are assigned that manager element by default. When you create a user, you have to give them Responsible Manager assignments in order for them to see projects. Your EPS and your OBS need to have a one-to-one relationship. If you give a user a Responsible Manager assignment (OBS) that is not tied to an EPS,
Project or WBS level, they will not see any projects when they log into the Primavera Client application or the Web Application.
Identify two available portfolio chart views in Primavera P6.
- A. GANTT
- B. Bubble
- C. Histogram
- D. Spreadsheet
- E. Scorecard
Answer : B,C
Explanation: B: Bubble Chart is the most complex and powerful portfolio view.
C: Histograms -
Note that this is not a true histogram,
which is a diagram representing a distribution of data. An example of a true histogram would be a chart showing the number of activities completed each month.
Histograms in the Portfolio Analysis view are rather a "Relative order of Magnitude" chart presented as an X-Y chart.
This graphic is an example of a ___________.
- A. spreadsheet
- B. scorecard
- C. portfolio
- D. waterline analysis
Answer : D
Explanation:
Example:
Note the checkboxes to the left-hand side of each project. If you uncheck a box, then that project will be removed from the totals displayed. This will also remove that project from the accompanying portfolio view.
Select the statement that best describes "Manage Scenarios" functionality.
- A. You can create a portfolio for your own use or for sharing.
- B. You can view portfolio data in different forms.
- C. You can capture a snapshot of project data.
- D. You can select a portfolio to work with or execute commands.
Answer : B
Explanation: Choose Manage Scenarios display a list of all scenarios available to you, and to modify or delete scenarios. Scenarios are historical snapshots of project group data you can use to aid analysis of project groups on the Portfolio Analysis and Capacity
Planning pages.
For detailed information on modify scenarios, see Modify scenarios. For detailed information on deleting scenarios, see Delete scenarios.
Note: The Manage Scenarios page enables you to view the list of all scenarios available to you. Use this page to modify and delete scenarios, view or add notes for a scenario, and send e-mail to users associated with a scenario. Each entry represents a project code,
EPS node, or portfolio and includes an identifying icon, name or title, and the number of associated scenarios. Only entries with existing scenarios are defined.
Getting Here: Click the Portfolios menu and choose Manage Scenarios
Reference: Oracle Primavera P6, Manage Scenarios Page
Identify the true statement regarding a Capacity Planning chart.
- A. The Capacity Planning chart displays project allocation over time.
- B. The Capacity Planning chart displays role allocation over time.
- C. The Capacity Planning chart displays resource allocation over time.
- D. The Capacity Planning chart displays unstaffed assignments over time.
Answer : A
Explanation: Example of Capacity Planning chart:
Frame B is the top-right quarter of the Capacity Planning screen. This is the Gantt area where projects are represented using scheduled dates on the green bar. The orange bar is only seen in P6 on this screen and represents the forecast. The forecast bar will be the same as the schedule/current dates bar unless forecast dates are specifically used (which is not typical). The purpose of the two bars is best used when viewing bids or projects in the future.
Note:
Using the Chart tab, users can change the Capacity Planning view to show Units or
Costs in the Gantt chart, and can choose to display either only projects selected or the entire portfolio. Other adjustments can be made here to create a desired view.
Select the statement that best describes a global portfolio.
- A. It is available to single users.
- B. It is assigned by a filter.
- C. It must be manually refreshed.
- D. It is available to all users.
- E. Access is governed by project security.
Answer : D
Explanation: The drop-down list shows the enterprise project structure by dividing project portfolios into two groups: the "Global Portfolios," which span the entire organization, or
"User Portfolios," which are important to the individual project manager.
Select the true statement regarding role proficiency.
- A. The numbers and values can be customized.
- B. User-defined fields can be substituted for numbers and values.
- C. The numbers and values cannot be customized.
- D. Global resource codes can be substituted for numbers and values
Answer : C
Explanation: Resources: Roles -
A number of roles can be set for the resource, with one role set to be the primary
(default) role.
On this tab you can also assign a resource's proficiency in a given role. This skill level ranges from 1 - Master to 5 - Inexperienced and can be used to select the right person with the right level of skills for a given task.
Note:
Example:
The Search icon is new. This one lets you search and locate resources using a sophisticated filter. You can search on a wide range of criteria, including date range, role, proficiency.
For example, in the following screenshot we are searching for all resources with
Developer as the Primary Role with Proficiency of Master
Note 2: A resource skill level is a resources role proficiency.
You are an executive that wants to review portfolio data for a high-risk/high-priority group of projects. You go to Portfolios in Primavera P6 Web. However, the data shown is not the correct portfolio. What should you do to correct this problem?
- A. Manage the desired portfolio.
- B. Open the desired portfolio.
- C. Filter the portfolio in a dashboard.
- D. Create a user portfolio view.
Answer : C
Identify the true statement regarding user security profiles.
- A. Only one project security profile can be assigned to each user.
- B. Only one global security profile can be assigned to each user.
- C. A user's web security profile overrides global or project security profiles.
- D. User security profiles are maintained in the client.
Answer : B
Explanation: To ensure security at various levels of data, the Project Management module provides two sets of security profiles:
* Global profiles
Define a users access to application-wide
information and settings, such as the enterprise project structure
(EPS), resources, roles, and cost accounts. Each user must be assigned a global profile. (B)
* Project profiles
Define a users access to project-specific
information. The Project Management module does not require that each user be assigned a project profile (not A); however, users cannot access projects unless they are assigned a project profile or the global profile, Admin Superuser.
Note 1: The following diagram illustrates the relationships between a user, the
OBS, EPS, and WBS.
Note 2: Users in Primavera P6 require two different profiles to control what they can do in the system; a Global Security Profile and a Project Security Profile.
Identify one new feature in Release 8 related to Resource Management.
- A. Resource GANTT chart
- B. Resource capacity versus demand
- C. Resource teams
- D. Role teams
Answer : A
Explanation: New features include a resourceGantt chart and the definition of rolling date windows saved to views.
You are a program manager for a group of 10+ projects. You actually have a dedicated node for each program, and your owned projects reside under each node. Each program has its own unique requirements for viewing activity data.
You do not want to ask for activity codes that would be visible to the entire organization.
Which activity coding solution would serve the needs of the project managers in your programs?
- A. Create global activity codes.
- B. Create user activity codes.
- C. Create project activity codes.
- D. Create EPS activity codes.
Answer : D
Explanation: EPS activity codes can be used only in projects that belong to a specified
EPS, including its subordinate EPS nodes, if any.
Note:
* An activity code can be designated as one of three types: Global, EPS, or project.
* Activity Codes can be defined through the Administer | Enterprise Data dialog, where they can be set at the Global, EPS, and Project level. Activity codes help to sort, filter, and group activities.
* Some data can be stored either at the enterprise level, or at the project level. One such example is activity codes. Some activity codes may be enterprise, perhaps CSI codes to identify the type of work. Others, such as the specific floor in a multi-story construction, are particular to one project and meaningless in others.
Reference: Oracle Primavera P6, What are codes?
Select two true statements regarding calendars.
- A. Global calendars are available to a subset of projects.
- B. Project calendars are available for the current project.
- C. Only a limited number of calendars can be created.
- D. Resource calendars are applied to all resources with the same primary role.
- E. Activity type determines whether the activity uses resource calendars when scheduling.
- F. Activity calendars are managed by individual users/resources.
Answer : B,E
Explanation: B: Project calendars can only be used within a specific project, and can be assigned to activities within the project. A project can also have a default calendar, which may be either a project calendar or a global calendar.
E: A resource calendar is designed to work for a specific resource. Furthermore, calendars can be assigned to activities and to the resources assigned to that activity.
Note: Calendars describe the time available for project work. A calendar can be defined at three levels: global, project, and resource.
Identify the true statement regarding currency preferences for viewing currency.
- A. They are globally set and controlled by administrators.
- B. They are managed by an interface to a financial system (FMS).
- C. They are set by individuals in user preferences.
- D. They are permanently set during installation.
Answer : C
Explanation: * User Preferences | Currency sets the currency to display in P6, as well as the type of currency symbol and whether to show decimal places.
* My Preferences offers options for you to customize the data display format across all sections of P6. The options you customize are exclusively yours. You can alter global preferences, including formats for time units, dates, and currencies.
Identify this window.
- A. Create Dashboard
- B. Create Portfolio
- C. Create Portfolio view
- D. Group and Sort
Answer : C
Explanation: One idea behind Portfolio Analysis in P6 is that it gives you the ability to quickly make ad-hoc reports. You can quickly change the view and alter what data is displayed and in what form. There are two main kinds of views scorecards and graphs.
Note: In the context of creating a scorecard:
Choosing data to display -
There are three areas that you can customize on a scorecard: Columns, Group, and Waterline.
Screenshot (compare to screenshot in the question):
Columns -
The columns available are a mixture of Project-level data as well as WBS-level data.
You can choose any of these columns on the left-hand side and press the right-arrow to move them to the Selected Columns. On the right-hand side you may re-order the columns by selecting them and using the up and down arrows.
You can choose the default sorting of the data as well. Once on the scorecard screen, you can change the order by simply clicking on the column headers.
The option Show Project Requests determines whether potential projects should also be included in the scorecard.
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