Reporting Basics of Project Management

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Reporting Basics of Project Management

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Reporting Basics of Project Management

Scot Fortna

Technical Support Engineer

Sean Rabenold

Technical Support Engineer

6

AGENDA

In today’s presentation, we will cover the following:

• Client Reporting

• Pre P6 R8.x Web Reporting

• P6 R8.x Web Reporting with BI Publisher

• Demonstration of Reporting with BI Publisher


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Client Reporting


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Report Groups

Used to organize Global and Project reports.


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Batch Reports


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Job Services


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Using the Command Line to Export

Batch Reports


For detailed information on running the Command Line, please see KM document 1459924.1

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Report Wizard


•New Report – Will allow a user to create an entirely new report

•Use Current Screen - Creates a report based off of the current screen’s columns and filter criteria.

•Modify Wizard Report – Used to modify reports created with the wizard

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Report Wizard


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Report Wizard


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Report Wizard


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Report Wizard


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Report Wizard


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Report Wizard


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Report Wizard


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Report Editor


Detailed information on the Report Editor can be found in KM document Doc ID 895510.1

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P6 V7 Web Reporting


•New reports cannot be created in P6 Web.

•New reports must be created in the P6 Client. Once the report is created, it will be available in

the Web.

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P6 V7 Web Reporting

My Reports Portlet

User Dashboard


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P6 V7 Web Reporting

Project Reports Portlet

Project Workspace


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P6 R8.x BI Publisher Reporting


Sean Rabenold

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Diagram of a P6 environment with BI Publisher Reporting.

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Users must have Enterprise Reports module access along with a matching user in BI Publisher in order to have the Reports tab available.

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About Publication Services and Reporting

• Before you can generate reports, data must be refreshed and calculations must be made in precisely arranged tables and fields.

• Publication Services address these reporting needs gathering and calculating data as close as possible to real-time

Your organization's P6 EPPM data has two categories:

• Project data

• Global data.

To summarize the reporting process:

1) Users create new data or make changes to existing data in P6.

2) P6 global and project data publishes, automatically or manually, to tables for reporting.

3) Reports generate directly from the collective P6 EPPM database with the P6 Extended Schema reporting tables.

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Application Settings for Publication Services:

Located under the Administer menu, begin by clicking Application Settings, and then choose Services.

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Project Preferences for Publication Services

Navigate to the EPS page in the Projects section. Click a project and select Set Project Preferences from the Actions menu

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Global Scheduled Publication Services

Return to the Administer menu and navigate to the Global Scheduled Services dialog box to enable the types of global data services you want to schedule.

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D E M O N S T R A T I O N


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Are You Ready

To Get

Proactive?

Avoid the unexpected

Don’t leave value on the table

Lower overall organizational costs through preventative

maintenance

Reduce risks and maximize uptime

Achieve resolution faster

Streamline and simplify your daily operations

Get even more through connection

Discover more about Get Proactive

https://support.oracle.com/CSP/main/article?cmd=show

&type=ATT&id=1385165.1:DISCOVER

ACT Get Proactive Access proactive capabilities available for your products

by visiting the product pages at My Oracle Support;

Article ID 432.1

Contact the Get Proactive team

today for help getting started [email protected]


mailto:[email protected]?subject=Oracle Support: Get Proactive Inquiry

34

FYI:

New Portal with same DocID

Archive 740964.1

Schedule 740966.1

Generic Advisor Webcast Note

740966.1

before

now




THANK YOU

Business

Reporting Basics of Project Management