introduction to primavera team member 2014.11.07introduction to primavera team member primavera p6...
TRANSCRIPT
![Page 1: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/1.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Presented By:
- Jake Lilley
- Dave Fetters
Introduction to Primavera Team Member
Primavera P6 EPPM Release: 8.3
![Page 2: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/2.jpg)
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
� Employees throughout the U.S.
� Implemented Primavera P6
EPPM on 3 continents
![Page 3: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/3.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Panelists
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
![Page 4: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/4.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Panelists
Dave Fetters, Leed AP
� Senior Primavera Consultant
� Certified Leed AP
� Oil & Gas
� Construction
� Telecom
![Page 5: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/5.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Upcoming Training
� Course Topics� Create a project
� Create a Work Breakdown Structure
� Add activities
� View calendars
� Create relationships
� Schedule the project
� Assign constraints
� Format schedule data
� Define roles and resources
� Assign roles
� Assign resources
� Analyze resources
� Optimize the project plan
� Execute the project
� Create reports
� Understand data structures
3-Day Oracle Primavera P6 Professional (Fundamentals)
November 17th – 19th
• $1,495
• Live Instructor
• Hands-On
• Remote (No Travel)
• Certificate
• 19.5 PDUs / 1.95 CEUs
![Page 6: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/6.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Upcoming Training
� Course Topics� Use the Assignments Window
� Assign cost accounts
� Analyze resources
� Bucket planning
� Level resources
� Use earned value
� Analyze resources and roles
� Calculate percent complete
� Use advanced scheduling techniques
� Use timescaled logic diagrams
2-Day Oracle Primavera P6 Professional (Advanced)
November 20th – 21st
• $1,095
• Live Instructor
• Hands-On
• Remote (No Travel)
• Certificate
• 13 PDUs / 1.3 CEUs
![Page 7: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/7.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Upcoming Training
� Course Topics� Create a Work Breakdown Structure
� Add activities
� Customize activity views
� Create relationships
� Schedule the project
� Assign constraints
� View the Enterprise Project Structure
� Optimize the project schedule
� Create a project
� Assign roles and resources
� Analyze resources and costs
� Baseline the project plan
� Execute the project
� Customize dashboard
3-Day Oracle Primavera P6 Web (Fundamentals)
December 1st – 3rd
• $1,[email protected]• Live Instructor
• Hands-On
• Remote (No Travel)
• Certificate
• 19.5 PDUs / 1.95 CEUs
![Page 8: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/8.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Upcoming Training
� Course Topics� Use advanced scheduling techniques
� Analyze portfolio performance
� Manage multiple projects
� Create resource teams
� Use high-level resource planning
� View portfolio performance
� Staff resource requests
� Create a portfolio
� Use resource leveling
2-Day Oracle Primavera P6 Web (Advanced)
December 4th – 5th
• $1,[email protected]
• Live Instructor
• Hands-On
• Remote (No Travel)
• Certificate
• 13 PDUs / 1.3 CEUs
![Page 9: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/9.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Agenda
� About P6 Team Member Interfaces
� User Setup and Module Access
� Establishing Project Preferences
� Assigning a Status Reviewer
� Selecting Activities for Review
� Assigning Resources & Task Owners to Activities
� Using Team Member to Status Activities & Resource
Assignments
� Reviewing & Approving Team Member Status Updates
� Viewing Team Member Status Update History
� What’s New in Team Member 8.4
![Page 10: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/10.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
About P6 Team Member Interfaces
� Suite of interfaces designed for individual contributors, or
team members, to record status on their tasks without the
need to learn an enterprise project management application.
� Team Member Interfaces include:
• P6 Team Member Web
• P6 Team Member for iOS app
• P6 Team Member for Android app
• E-mail Statusing Service
Overview
![Page 11: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/11.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
About P6 Team Member Interfaces
� Status activity dates, durations and percent completes
� Status activity resource assignments
� Display and filter task list by project and by current status,
including active, due, overdue, starred, or completed
� Mark a task with a star to signify importance
� Add, edit, or delete steps
� View and update activity codes and user defined fields
� View predecessor and successor tasks
� Communicate with the project team via Discussion feature.
� Communicate with the project team through e-mail
� View notebook topics associated with a task
P6 Team Member Web, Android app, and IOS app
![Page 12: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/12.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
About P6 Team Member Interfaces
� Resources & Task Owners
• Request a list of your current tasks via email
• Request a filtered list of tasks by project; time frame;
current status, including Active, Due, Overdue, Completed,
or Started.
• Reply to task list via email to record progress and submit
status updates.
� Project Manager
• Solicit updates from team members via e-mail.
E-Mail Statusing Service
![Page 13: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/13.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
User Setup & Module Access
1. Create P6 user account
• Team Member user accounts and module access are
administered from P6
2. Grant user access to the Team Member Interfaces module.
3. Link User Account to Resource (optional)
• Step required if user will update resource assignments.
• Step not required if user will update activity as task owner
or via work distribution filter.
4. Assign a Team Member Filter (optional)
• Also known as a Work Distribution Filter
• Enables the user to update activities that meet filter
criteria regardless of task ownership or resource
assignment.
Steps to Enable P6 Team Member User Accounts
![Page 14: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/14.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
User Setup & Module Access
Granting User Access to Team Member Interfaces
![Page 15: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/15.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Establishing Project Preferences
� Used to configure what fields team members can view and edit
via P6 Team Member interfaces.
� Team members can be assigned to activities as:
• Resource Assignments
• Activity Owners
• Both
� Select the fields team members can update for:
• Activities
• Resource Assignments
� Enable team members to add and delete steps
� Select up to 20 activity codes and UDFs that team members
can view and/or update.
Status Updates Tab
![Page 16: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/16.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Establishing Project Preferences
Status Updates Tab
![Page 17: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/17.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Establishing Project Preferences
� Used to set up reviews for activity updates made by team
members using P6 Team Member interfaces.
� Enable approval review or automatically accept team member
status updates
� Determine if review required by default for new activities
� Specify reviewer for team member status updates
Status Reviews Tab
![Page 18: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/18.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Assigning a Status Reviewer
� Assigned Status reviewer
� Admin Superuser
� Project Superuser
Who Can Review / Edit / Approve Status Updates?
Where is the Status Reviewer Assigned?
� Project Preferences
• Status Reviews tab
• Select the default reviewer for the project
� WBS
• General detail tab > Status Reviewer column
• Establish the reviewer for activities within the WBS
![Page 19: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/19.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Establishing Project Preferences
Status Reviews Tab
![Page 20: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/20.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Assigning a Status Reviewer
WBS Status Reviewer
![Page 21: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/21.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Selecting Activities for Review
How are Activities Designated for Review?
� Project Preferences
• Status Reviews tab
• Specify default for all new activities.
• If review is not required, then Team Member updates are
automatically accepted upon submission.
� Activity Settings
• Review Required column
• Establish review requirements for each activity
![Page 22: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/22.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Selecting Activities for Review
Designating Activities for Review
![Page 23: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/23.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Assigning Resources & Task Owners to Activities
Assigning Resources to Activities for Team Member Update
� To enable updates of resource assignments within Team
Member, the resource must be associated with a valid user
account within P6.
� Resources can be assigned to activities from one of the
following locations within P6:
• Projects section > Activities page > Assignments detail tab
• Resources section > Assignments page
![Page 24: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/24.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Assigning Resources & Task Owners to Activities
Assigning Resources to Activities for Team Member Update
![Page 25: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/25.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Assigning Resources & Task Owners to Activities
Assigning Task Owners to Activities for Team Member Update
� To enable updates of activities within Team Member, the task
owner must be associated with a valid user account within P6.
� Task owners need not be associated with a resource.
� Primary Resource designation has no affect on task ownership
or Team Member functionality.
� Task owners can be assigned to activities from the following
location within P6:
• Projects section > Activities page > Owner column
![Page 26: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/26.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Assigning Resources & Task Owners to Activities
Assigning Task Owners to Activities for Team Member Update
![Page 27: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/27.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Retrieving the Task List� Upon login, Team Member automatically displays all active
tasks to which the user is assigned as a:
• Resource
• Owner
• Distribution Filter
� The tasks are ordered by the earliest Finish By date.
� The task list can be filtered by:
• Project
• Status
• Timeframe
• Text Filter
� Tasks completed within the last 30 days can be retrieved
![Page 28: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/28.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Retrieving the Task List
![Page 29: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/29.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Updating Activity Progress
� The following activity fields can be updated by the Task Owner.
• Actual Start
• Actual Finish
• Remaining Duration
• Expected Finish
• Activity % Complete
• Actual Labor Units
• Actual Nonlabor Units
• Remaining Labor Units
• Remaining Nonlabor Units
![Page 30: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/30.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Updating Activity Progress
![Page 31: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/31.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Updating Resource Assignments
� The following resource assignment fields can be updated by
the Assigned Resource.
• Assignment Actual Start
• Assignment Actual Finish
• Assignment Remaining Early Finish
• Remaining Duration
• Actual Units
• Remaining Units
![Page 32: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/32.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Updating Resource Assignments
![Page 33: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/33.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Updating Steps
� Steps can be added, deleted and updated by task owners and
assigned resources.
• Note: Function must be enabled via Project Preferences
![Page 34: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/34.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Updating Steps
![Page 35: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/35.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Updating Activity Codes and User Defined Fields
� Activity Code assignments and User Defined Field values can
be updated by task owners and assigned resources.
• Note: Function must be enabled via Project Preferences
![Page 36: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/36.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Updating Activity Codes and User Defined Fields
![Page 37: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/37.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Notebook Topics & Related Tasks
� Notebook topics and related tasks can be viewed by task
owner and assigned resources.
![Page 38: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/38.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Notebook Topics & Related Tasks
![Page 39: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/39.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Communicating with Project Participants
� Task owner and assigned resources can communicate with
project manager and fellow team members using any of the
following options:
• Discussions
� Discussions are saved within each activity.
� Discussions are available to anyone who has access to the
project.
� If more than one team member is assigned to the same
activity, all discussions are captured in the same dialog box for
that activity.
![Page 40: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/40.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Using Team Member to Status Activities and Resource Assignments
Communicating with Project Participants
![Page 41: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/41.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Reviewing & Approving Team Member Status Updates
Receiving Status Updates
� When a team member saves a change in a P6 Team Member
interface, the change appears in the Review Status Updates
dialog box.
� Review Status Updates dialogue box can be accessed from one
of the following locations:
• Projects section > Activities page > Actions menu > Review
Status Updates
• Notifications Panel
![Page 42: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/42.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Reviewing & Approving Team Member Status Updates
Receiving Status Updates
![Page 43: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/43.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Reviewing & Approving Team Member Status Updates
Reviewing & Approving Status Updates
� From the Review Status Updates dialogue window, the user
can review activity and resource assignment updates captured
by users of the P6 Team Member interfaces
� From the Review Status Updates dialogue window, the
following options are available to the user:
• View
• Edit (Override)
• Accept
• Place on hold / Remove hold
![Page 44: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/44.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Reviewing & Approving Team Member Status Updates
Reviewing & Approving Status Updates
![Page 45: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/45.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Viewing Team Member Status Update History
Activity Update History
� The history of team member status updates is captured with
each change and can be viewed from the following location
within P6.
• Projects section > Activities page > Update History detail
tab
� Update history is captured for
• Activities
• Assignments
• Steps
• Activity codes
• UDFs
� Update history can be filtered by timeframe and category
![Page 46: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/46.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Viewing Team Member Status Update History
Activity Update History
![Page 47: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/47.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What’s New in Team Member 8.4
� Submit Timesheets
� Enhanced Sorting
� Updating Notebooks
� Improved method for current period units
� Primary Resource can status other resource assignments
Enhancements to Primavera Team Member 8.4 include
![Page 48: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/48.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
In Review
� About P6 Team Member Interfaces
� User Setup and Module Access
� Establishing Project Preferences
� Assigning a Status Reviewer
� Selecting Activities for Review
� Assigning Activities to Resources & Task Owners
� Using Team Member to Status Activities & Resource
Assignments
� Reviewing & Approving Team Member Status Updates
� Viewing Team Member Status Update History
� What’s New in Team Member 8.4
![Page 49: Introduction to Primavera Team Member 2014.11.07Introduction to Primavera Team Member Primavera P6 EPPM Release: 8.3. ... 3-Day Oracle Primavera P6 Web (Fundamentals) December 1 st](https://reader033.vdocument.in/reader033/viewer/2022051203/5aab52ee7f8b9aa06a8bc95e/html5/thumbnails/49.jpg)
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Questions?
Upcoming Training
� 3-Day P6 Professional (Fundamentals): Nov. 17th – 19th
� 2-Day P6 Professional (Advanced): Nov. 20th – 21st
� 3-Day P6 Web (Fundamentals): Dec. 1st – 3rd
� 2-Day P6 Web (Advanced): Dec. 4th – 5th