ppm global services, inc. · ppm global services, inc. office/fax: 1-800-746-4029 ppm global...

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Presented By:

Kari Evans

Director of Training

PPM Global Services, Inc.

kari@ppmglobalservices.com

PPM Global Services, Inc.

PPM Global Services, Inc.Learning Series

Primavera P6 Team Member

-Release 15.1

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

PPM Global Services, Inc.

Company Overview

� PPM Global Services is a provider of project portfolio

management, contract management and scheduling

solutions.

� As an Oracle Gold Partner, PPM Global Services offers the

strength of an authorized Oracle solution provider, while

maintaining the agility of a small company with the ability to

deliver. � Headquarters in Atlanta, GA

� Trainers & Consultants throughout the U.S.

� Implemented Primavera P6 EPPM on 3 continents

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Director of Professional Services

Jake Lilley, PMP

� Director of Professional Services

� Certified Project Management Professional (PMP)

� Certified Oracle Primavera P6 EPPM Implementation

Specialist

� Certified Primavera Trainer

� Certified Scrum Master

� Certified Microsoft Project

Professional

� jlilley@ppmglobalservices.com

� 800-746-4029 x 302

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Director of Training & Online

Programs

• Certified Oracle Primavera P6

EPPM Implementation

Specialist

• kari@ppmglobalservices.com

Kari Evans

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Training Class (December 14th – 16th)

Primavera P6 Professional Training Class

� Course duration is 3 days

� Interactive and hands-on

� 19.5 PDUs/1.95 CEUs

� Certificate awarded to student upon course completion

� Students will access the Primavera P6 software and data

remotely

� Students do not need to own

or install Primavera software

to participate in this class

� This class is taught live and

online. Travel is not required!

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Training

Upcoming Training

� 3-Day P6 Professional (Fundamentals): Dec. 14th – 16th

� 2-Day P6 Professional (Advanced): Dec. 17th – 18th

� chris@ppmglobalservices.com

Training Schedule Duration Price Location May June July Aug Sept Oct Nov Dec

Primavera P6 - Fundamentals 3 Days $1,495 Live + Online 11-13 15-17 13-15 17-19 14-16 19-21 16-18 14-16

Primavera P6 - Advanced 2 Days $1,095 Live + Online 14-15 18-19 16-17 20-21 17-18 22-23 19-20 17-18

� To register, contact Chris Creech

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What We Will See…

� Team Member Interfaces

� Preparing Users for Team Member Updates

� Preparing Activities for Team Member Updates

� Updating an Activity

� Using Team Member to submit Project Timesheets

� Communication in Team Member

� Approving Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What We Will See…

� Team Member Interfaces

� Preparing Users for Team Member Updates

� Preparing Activities for Team Member Updates

� Updating an Activity

� Using Team Member to submit Project Timesheets

� Communication in Team Member

� Approving Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Team Member Interfaces

� Mobile App

� iOS

� Android

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Team Member Interfaces

� Team Member Web

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Team Member Interfaces

� E-mail Statusing

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What We Will See…

� Team Member Interfaces

� Preparing Users for Team Member Updates

� Preparing Activities for Team Member Updates

� Updating an Activity

� Using Team Member to submit Project Timesheets

� Communication in Team Member

� Approving Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Module Access

Preparing Users

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• User Account with an Associated Resource

Preparing Users

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Work Distribution Filters (optional)

Preparing Users

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What We Will See…

� Team Member Interfaces

� Preparing Users for Team Member Updates

� Preparing Activities for Team Member Updates

� Updating an Activity

� Using Team Member to submit Project Timesheets

� Communication in Team Member

� Approving Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Preparing Activities

� Resource Assignment

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Preparing Activities

� Activity Owner

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Preparing Activities

� Setting Project Preferences

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What We Will See…

� Team Member Interfaces

� Preparing Users for Team Member Updates

� Preparing Activities for Team Member Updates

� Updating an Activity

� Using Team Member to submit Project Timesheets

� Communication in Team Member

� Approving Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Updating an Activity using My Tasks

Updating an Activity

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Updating an Activity using Timesheets

Updating an Activity

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Assigning a Resource using Timesheets

Updating an Activity

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Using the Discussion tool

Communication in Team Member

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What We Will See…

� Team Member Interfaces

� Preparing Users for Team Member Updates

� Preparing Activities for Team Member Updates

� Updating an Activity

� Using Team Member to submit Project Timesheets

� Communication in Team Member

� Approving Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Sending Updated for Review

Approving Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Reviewing the Updated Activity

Approving Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Receiving Communication in Team Member

Approving Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Status Update History (from Team Member

Interfaces only) tab

Viewing Update History

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Filter by resource improvements

• Show/hide task details

• New duration units

• Indicator icons for activity ownership or

resource assignment

• Change status of completed task to in

progress

What’s New in 15.1?

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Filter by resource improvements

What’s New in 15.1?

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Show/Hide Task Details

What’s New in 15.1?

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• New duration units

What’s New in 15.1?

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Indicator icons for activity ownership or

resource assignment

What’s New in 15.1?

Activity Owner

Resource Assignment

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Change status of completed task to in

progress

What’s New in 15.1?

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

• Assign yourself to an existing task in My Tasks

• Filter tasks by WBS

• Updated User Interface & Login Screen

What’s New in 15.2?

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What we saw…

� Team Member Interfaces

� Preparing Users for Team Member Updates

� Preparing Activities for Team Member Updates

� Updating an Activity

� Communication in Team Member

� Approving Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What we saw…

� Team Member Interfaces

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What we saw…

� Preparing Users for Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What we saw…

� Preparing Activities for Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What we saw…

� Updating an Activity

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What we saw…

� Communication in Team Member

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

What we saw…

� Approving Team Member Updates

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Q&A

PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029

Questions?

Upcoming Training

� 3-Day P6 Professional (Fundamentals): Dec. 14th – 16th

� 2-Day P6 Professional (Advanced): Dec. 17th – 18th

� chris@ppmglobalservices.com

Training Schedule Duration Price Location May June July Aug Sept Oct Nov Dec

Primavera P6 - Fundamentals 3 Days $1,495 Live + Online 11-13 15-17 13-15 17-19 14-16 19-21 16-18 14-16

Primavera P6 - Advanced 2 Days $1,095 Live + Online 14-15 18-19 16-17 20-21 17-18 22-23 19-20 17-18

� To register, contact Chris Creech