ppm global services, inc. · ppm global services, inc. primavera ... if the source project does not...

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

Presented By:

Megan ThomasPrimavera Trainer & ConsultantPPM Global Services, [email protected]

PPM Global Services, Inc.

Primavera P6 EPPM

Learning Series

Introduction to Primavera Reflections

http://www.ppmglobalservices.com/


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



Director of Professional ServicesJake 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

[email protected]

800-746-4029 x 302


mailto:[email protected]


Account ManagerChris Creech Primavera Trainer and Consultant

Account Manager

Braves Fan & Season Ticket Holder

[email protected]

800-746-4029 x 306




SpeakerMegan Thomas Primavera Trainer and Consultant

Speaker at Oracle Primavera Collaborate 2015

Oil and Gas

Construction

Power Generation

Manufacturing

[email protected]




Candid Team PhotoSky Walk, Grand Canyon

Oscar Brad Jake Megan ChrisSonya



Candid Team PhotoSky Walk, Grand Canyon



3-Day Oracle Primavera P6 Professional (Fundamentals)

Course Topics Create a Project Create a Work Breakdown Structure Add Activities Create Relationships Schedule the Project Assign Constraints Define Roles and Resources Assign Resources and Roles Analyze Resource Demand Establish the Project Baseline Record Progress Updates Print Layouts and Reports

• Live Instructor • Hands-On • Remote (No Travel)• Certificate• 19.5 PDUs / 1.95 CEUs

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


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2-Day Oracle Primavera P6 Professional (Advanced)

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 • Live Instructor

• Hands-On • Remote (No Travel)• Certificate• 13 PDUs / 1.3 CEUs
























Agenda

What is a Reflection? Why use a Reflection? Creating Reflections Modifying Reflections Merging Reflections with a Source Project Viewing the Merged Changes Frequently Asked Questions (Q/A)



What is a Reflection?

A reflection is a copy of a project that has the following characteristics:• Has the same name as the original source project with

the word “reflection” appended to the name.• Contains an internal link to the source project that allows

the application to merge changes from the reflection into the source project.

• Has a what-if status. Changes made to the reflection project can be selectively

merged into the source project.



Why use a Reflection?

Reflections facilitate the following work flows and processes:• Provides a sandbox area to test different project scenarios.• Enables changes to the reflection to be reviewed and

accepted before merging the reflection back into the source project.

• Can be used in combination with Team Member to enable review and acceptance of progress updates from within P6 Professional thick client.



Creating a Reflection

A reflection can be created from any project within Primavera. A new reflection can also be created from an existing reflection.

To create a reflection project from P6 Professional, follow the steps below:1. Navigate to the Projects Window2. From the Projects window, select the project from which

you wish to create the reflection. (note, the selected project will become the source project for the reflection)

3. Right-click > Create Reflection




If the source project does not contain a baseline:• Primavera responds by creating a reflection.

If the source project contains a baseline:• Primavera responds by displaying the Copy Baselines dialog

box. • For any baselines you want to copy, mark checkbox(s) in the

Copy column of the Copy Baselines dialog box and click OK. • Primavera then creates the reflection.



Modifying a Reflection

To modify the reflection project, simply open the reflection and make modifications as needed.

Modifications made to the reflection project do not affect the source project until merged.

Fields commonly updated via reflection process include:• Dates • Durations• Resource Assignments• Activity Code Assignments• Costs• Notebook items

In the example that follows, we will record progress updates against the reflection project.



Modifying a ReflectionExisting Activities Updated

New Activity Added

New Resource Assignment

New Relationship Created



Merging Reflections into the Source Project

Changes made to the reflection project can be previewed and selectively merged into the source project.

During preview, changes can be grouped by activity or by subject area.

To merge changes, the user must have Project Superuser privileges to source project and to the reflection project.

While merging changes, source project cannot be opened in Exclusive mode by another user

Source project cannot be checked out during merge.




Changes made to unique record identifiers (i.e. Activity ID, WBS ID) will result in new records added to the source project.

A Reflection Differences Report can be printed from the Preview Changes dialogue window.

User can instruct Primavera to create a backup of the source project as a baseline and / or to export the source project to an .XER file, prior to merging changes.

User can instruct Primavera to keep, delete or replace the reflection project upon completion of the merge.




To merge changes from the reflection project into the source project, follow the steps below:1. Navigate to the Projects window.2. From the Projects window, select the reflection project

that you wish to merge.3. Right-click > Merge Reflection into Source project4. From the Preview Changes window,

• Select changes to merge• Select actions that Primavera should take prior to

merge• Select actions that Primavera should take after

merge5. Click the Merge Changes button



Viewing the Merged Changes

Upon completion of the merge, results should be inspected by the user.

For this example, we will confirm the following changes appear within the source and reflection projects.• Activity A1000

o Activity and resource assignment progressed to completion

• Activity A1010o Activity and resource assignment in-progress with

expected finish date of April 29th• Activity A1050

o Activity and resource assignment have been createdo FS relationship has been created between A1040 & A1050

• Copy of source project has been created as a baseline.



Viewing the Merged Changes



Frequently Asked Questions (Q/A)

Q. If an item is deleted from the Reflection project, how is the Source project affected?• A. Merging will not remove items from the source project that

have been deleted from the reflection.• If major elements of a project have been deleted from the

reflection, the user must manually delete the items from the source project.

• Elements that are not deleted during a merge include:o Activitieso Resource Assignmentso WBS Elementso Work Products and Documentso Expenseso Issueso Risks




Q. Can I view the link in the reflection to the source project?• A. Yes. From the Projects window, Source Project field

Q. Can I have multiple reflections pointing to the same source project?• A. Yes.

Q. What happens to the reflection when I delete the source project?• A. The link is deleted from the source project field in the

reflection.




Q. Why is the Merge Reflection into Source Project disabled? A. The right click option is disabled when any of the following

is true:o The source project is checked outo The source project and/or the reflection is currently open

in Exclusive mode by another usero You do not have super user privileges to both the source

project and the reflection Q. What happens if the merge fails?

A. The system responds with a message that the merge process failed, creating the prmReflectionMerge.log file in the temporary directory, and notifying of log file's location.




Q. How are changes to dates handled?• A. Scheduling related date fields are not shown in the preview

but may be updated upon merging changes.

Q. How are baselines handled when the "Replace reflection" option is used?• A. The new reflection will be created with the same baselines

that were in the original reflection.



Questions?

Upcoming Training

3-Day P6 Professional (Fundamentals): May. 11th – 13th

2-Day P6 Professional (Advanced): May. 14th – 15th

[email protected]




To register, contact Chris Creech


















