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2. 2 Tracking Project Issues with P6 Web by Brian Criss, PSP DRMcNatty & Associates, Inc.

3. 2 Agenda Overview of the P6 Issue Module Administration of Issues – P6 Client & P6 Web Adding new Issues to Projects and customizing output Case Study example

4. 2 General Overview of Issues in P6 Web 1.Issues represent known problems within a project which require either action or visibility within the organization. 2.Project related Issues can be viewed from any of the following areas within P6 Web. 1. Dashboards 2. Project Workspace 3. Issues tab from either the Project Menu or the Portfolio Menu 3.Issues represent areas for input of text information similar to the functionality of Notebook topics. 4.Much of the functionality related to structuring of Issues is contained solely within P6 Web (not administered in P6 Client).

5. 2 Issues or Notebooks?? Benefits of utilizing the Issue Module – Superior Organization of information once entered into the system. – Customization of Issue codes allow for the tracking of Organizational specific requirements. – Customize entry screens enabling administrators to control what content is required for the entry of the issue

6. 2 Sample Issue Views in P6 Web Organize Issues in Table Format or Chart Issues within P6 Web

7. 2 Administer Issues in P6 Client (version 7 and earlier) Security – Users are required to have the proper security privileges to Add, Edit, or Delete project Issues. User Defined Fields – Create UDF’s in the P6 Client to enhance reporting and organization capabilities – UDF Text fields support up to 255 characters

8. Issue Administration P6 Web 1.Issue Codes – Issue codes allow for flexibility in grouping and sorting as well as filtering of project issues. Enhances the ability to organize the Issues in a meaningful way. 2.Issue Forms – Issue forms define the information that appears on the “Add Issue” page, administrators can control the information captured for any new issue that is added within the project. Create issue forms to standardize issue information specific to your organization 3.Issue Form Categories – Issue Form Categories allow organizations to structure the custom Issue Forms

9. Create Issue Codes in P6 Web To create or modify Issue Codes, choose “Issue Codes” from the Administration menu. 1. Choose “Modify” from upper right portion of the menu screen 2. Choose from options to add a new Issue code or add a new value to an existing Issue Code

10. Create Issue Codes Values within P6 Web Create Issue Code Values to help organizations classify the content of the information. Issue Codes allow for grouping and filtering options of Issues contained within P6

11. Issue Forms Issue forms enable P6 Web administrators to specify what information is necessary to provide complete information related to an issue. 1) Customize entry from by choosing which fields to Display 2) Identify Required fields which need to be completed in the form 3) Add Issue Codes and User Defined Fields to organize information

12. Sample Issue Form General Fields Identify basic information Assign appropriate Issue Codes Enter information for User Defined Fields Enter Text Description

13. Code Dictionaries create standards for consistent data entry and reporting

14. Sample Issue View with Cost Data included as User Defined Field

15. Assign Issues to Projects Once Issue Forms have been created, they are assigned individually to projects in P6 Web. 1.Open a project to which Issues will be assigned to and select “Issue Forms” from the main menu. 2.Select the desired forms from the available list and move to the section for “Selected Issue Forms” using the arrow keys.

16. Admin Functions with P6 r8 P6 r8 provides for all administrative functionality from within a central location. Security and Issue User Defined Fields are all found in P6

17. Create New Project Issue in P6 Web Select “Add and Issue” and select the desired form to be completed. Issue forms can be developed specifically for various types of issues and all forms assigned to the project become available for users to log project information

18. Customize Issue Information 1.In the Issue View, choose “Customize” to modify and create displays of the information. 2.Options for Grouping and Filtering include “Status”, “Priority”, and “Resolution Date” 3.Options for Grouping and Sorting include Issue Codes and User Defined Fields (created in P6 Client)

19. Customize View of Issues in P6 Web 1.Columns – Allows for customization of displayed column data 2.Filter – Limit information displayed in the view 3.Group – Choose to group Issue data for ease in viewing and reporting 4.Chart – Create Histograms and Pie Charts of Issue information.

20. Example: Customized Grouping of Issues

21. Display Issue Content via P6 Tabular Reports

22. Sample Tabular Report with User Defined Fields up to 255 Characters

23. Notify Project Stakeholders Automatically when Issues have been created or modified 1) Users may be automatically notified of new of modified Issues 2) Notifications are set up under the Global Tab on the Preferences screen

24. Case Study – Energy Utility Energy Utility expressed a desire for Project Managers to log project information into a centralize system for management visibility. Four main topics were defined for which information would be entered as required by the project – Issues / Risks / Decisions / Lessons Learned P6 Notebook topics provided one option for tracking this type of information, but proved inadequate for allowing additional structure to the information for management reporting. P6 Risks were evaluated, however, similar to Notebook topics, did not allow for the required structure for management reporting. P6 Issues were developed to account for all management reporting requirements including detailed text information, priority, proposed resolution dates, responsible party, etc. The Issue module also proved to be scalable to any additional requirements as they became known.

25. 1) Issue Categories were used to classify the four primary types of information to be entered into the P6 Database 2) Issue Forms were created for each of the Issue types and assigned to projects by the P6 Administrator

26. User Defined Fields were created in P6 Client for inclusion in the Issue Forms Issue Codes were developed to satisfy executive reporting requirements

27. Once Issues are entered into the system, Executive reporting can be performed using a wide variety of Grouping and Filtering to accommodate management reporting.

28. Questions?

29. Contact DRMcNatty & Associates, Inc. Corporate. 877.367.7990 Facsimile. 877.367.7999 web. www.drmcnatty.comwww.drmcnatty.com Authorized Primavera Software Certified Primavera Training Implementation & System Integration Consulting Custom Role-Based Web Access Complete Infrastructure Hosting & Project Controls Managed Services