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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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