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P6 Analytics: Producing Meaningful Results
Prepared by:
Terri Maginnis
Principal Consultant
Project Partners LLC
Uncover Valuable Insights and Quickly Take Action With Primavera P6 Analytics
Session ID#: 15464
Agenda
■ Primavera Reporting Overview
■ P6 Analytics
▪ Overview and Business Intelligence
▪ Sample Dashboards
▪ Build your own Dashboards
▪ Best Practices in OBIEE
▪ Summary
P6 Reporting
P6 Reporting Types
Business Intelligence
P6 Reporting Types
ANALYTICAL
P6 Analytics
(trending)
OPERATIONAL
BI Publisher (near-real-time)
TRANSACTIONAL
P6 Views and Layouts
(real-time)
ETL (*) PUBLISH
P6 Project UpdatesRun BI ReportsAnalyses, Answers,
and Dashboards
(*) Extract, Transform, Load
P6 EPPM BI Publisher
Information Sharing■ Highly formatted, pixel perfect
reports and forms (launched
from P6 EPPM)
■ Static content with optional run
time parameters
■ Near real-time data reporting
■ Publish reports in a variety of
formats, distribute via email
and on a scheduled basis
■ Off-line report authoring using
MS Word, Adobe or web-
based BIP layout editor
BI Publisher vs. P6 Analytics (OBIEE)
BI Publisher vs. P6 Analytics (OBIEE)
P6 Analytics
Information Discovery
■ Customizable dashboards that
can pull from multiple data
sources (centralized platform)
■ Dynamic filtering, drilldown
and pivoting of data (with
drilldown into P6 EPPM)
■ Data (P6 Reporting DB)
refreshed periodically
■ Analyze project trends over
time, root cause analysis,
alerts and manage by
exception
■ Create new “reports” on the fly
using BI Answers
Solutions that transform raw data into meaningful and useful information for business purposes
What is “Business Intelligence”?
“The ability to focus attention on important things is a
defining characteristic of intelligence.” - Robert J.
Shiller, Irrational Exuberance
Why Business Intelligence?
Get fast answers to critical business questions
Align business activities with corporate strategy
Empower employees
Reduce time spent on data entry and manipulation
Why P6 Analytics?
� Single Source of Truth
� Sample Dashboards-Customize as Needed
� Reduce Effort to Distribute Reports
� Automatically Update Management
� Create New Reports Without Relying on IT
� Easy to Use
Overview of Project
Performance-How are we
doing?
Manage by Exception-
Where are the problems?
Root Cause Analysis- What is the problem?
Sharing Information-
Right information at the right time
to the right audience
Ad-hoc Reporting- How can I get more
information?
P6 Analytics: Sample Dashboards
Six Sample Dashboards, with multiple pages- customizable
to meet unique business requirements
Primavera Catalog: Dashboards
1. Main Dashboard- Overview Page
Overview information about schedule and budget
Early Stage Projects behind schedule - one graph,
multiple data points
1. Main- Risk
Risk Exposure by Location - using integrated Mapping feature to display risk
exposure by country- Where are our highest risk projects? Drill-down to view the
project information by country
2. Portfolio Analysis- Overview
Project Investment Map - Strategic Rating vs Financial Rating- “Bubble size”= At
Completion Cost- Are we doing the right projects?
2. Portfolio Analysis- Prioritization
Risk vs Reward - Are we
doing the right projects
based on Risk and
Financial Rating?
3. Project Earned Value- Overview
Earned Value by Project Manager - change the view
for Graph or Table
4. Project Health- Overview
Project Count - # of Projects and Activities by Project
Codes
4. Project Health- Overview
Link to P6
Overall Project Health - Projects with Budget Variance and Project
Score
5. Resource Analysis
Labor Hours by Resource Location - At completion hours by
Location and by Sponsor- Where are the labor hours being
committed?
5. Resource Analysis- Productivity
Resource Utilization Rate by Team - Utilization Rate % by team-
Which resources are over/under allocated?
P6 Analytics: Create Your Own Dashboards
Ad Hoc Reporting
Drill Down
Before you Get Started
■ P6 EPPM must be installed.
■ Publishing must be switched on in P6
■ You must have module access to P6 Analytics in P6.
■ OBI must be installed.
■ You must be an OBI user.
■ Your OBI user name must match your P6 user name.
■ The catalog must be installed.
■ The ETL process must be run to update the Analytics data. Work with your administrator to determine the optimal time to run this process.
Before you Get Started
■ P6 EPPM must be installed.
■ Publishing must be switched on in P6
■ You must have module access to P6 Analytics in P6.
■ OBI must be installed.
■ You must be an OBI user.
■ Your OBI user name must match your P6 user name.
■ The catalog must be installed.
■ The ETL process must be run to update the Analytics data. Work with your administrator to determine the optimal time to run this process.
Best Practice
■ Approach the data from a business perspective- “What business questions I am trying to answer?
■ Consider the audience and end product
■ Let the data tell the story
■ Build re-usable components
■ Start simple, add complexity later
■ Embrace BI solutions as an organization… but
■ User the right tools for the right problems
Summary
■ P6 Reporting Options
▪ P6 Dashboards and Views
▪ P6 BI Publisher Reports
▪ P6 Analytics
■ P6 Analytics
▪ Use Sample Dashboards
▪ Create Business-Specific Reports and Dashboards
■ Develop solutions that answer business questions- use P6 Analytics for information needs
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