Team Member Applications 8.2

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2

Team Member Applications 8.2

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Team Member Applications 8.2

Beth Hayes and Saryn Perrone

Technical Support Engineers

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Agenda

• Overview

• P6 Team Member Web Application

• P6 Team Member Mobile App

• Email Statusing

• 8.2 Updates

• Related Knowledge

• Q & A


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P6 Team Member Overview

• P6 Team Web is a web application that enables team members

to report status quickly and efficiently. Team members can view

and update all work and communicate with other team members.


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P6 Team Member

• P6 Team Member Web is a status reporting application, which

enables you to communicate status on your work quickly and

efficiently.

• From P6 Team Member Web, you can:

• View assigned tasks

• Update tasks

• Communicate with Project Manager and Team Member


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P6 Team Member Cont’d

• A Team Member is a P6 user

and must have module access

assigned.

• User Preference Settings

• Unique e-mail address

• Security

• Active Labor resource display

• Activity Owner display


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Team Member View

• P6 is the application used by

the project manager to

manage the projects being

worked on. The team member

responsibilities on a project

are broken down into tasks.


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Team Member View

• The application automatically

displays all active tasks

assigned to you by your

project manager. The tasks

are ordered by the earliest

Finish By date.

• Activity Display

• Filtering


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Team Member View Cont’d

• Start button

• Progress indicator

• Milestone

• Progress Panel


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• E-mail

• Star Task

• Complete Task

• Save or Cancel control panel


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• Locked Projects - Indicates

the project is locked and your

tasks are currently unavailable

for status updates.


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Steps Panel

• % Complete

• Step Complete


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Working with Related Tasks

Related Tasks panel

• Predecessors

• Successors


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Email

• Email the owner of a

predecessor or successor task


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Project Managers

• The project manager uses P6 to create and update the project

schedule and task list.


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Project Preference Settings

• Status Reviews section

• Edit Fields section

• View Fields section


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Do Team Member Updates Require Approval?

• Auto approve by default

• Status Reviewer


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Team Member Status Approval Process

Status Approval Process

• View

• Update

• Approve


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Team Member Status Approval Process Cont’d

Review Changes

• Hold

• Remove Hold

• Override

• Accept or Accept and Close


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Project Preference Settings: Edit and View Fields

Team Member Fields

• Edit Fields

• View Fields


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Project Activities View

• Activities set for review

• Launch Review Status

Updates

• View History


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Communicate with a Team Member

• A Reviewer can send email directly to the user who made an

update from the Review Status Updates view.

• To field is automatically populated with email address of user

who updated the task.

• Subject of email contains the activity ID and activity name.

• Body of email contains the following activity data:

• Project ID

• Project name

• WBS name

• Date update was submitted by the Team Member.

• Any pending values that were updated by the Team Member.


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Overview

• The P6 Team Member Mobile Application for iPhone offers the

following advantages:

• Quick, convenient, and easy mobile access.

• Focus only on tasks that matter the most.

• You are not required to install, log into a browser, or learn any

of the core P6 EPPM applications.

• You can send e-mail or share photos about a task.


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Supported Devices

• Application will run on devices running:

• iOS 4.1 or higher (4.1 and 5.1). Includes: iPhone 3GS & 4,

iPod Touch 2nd generation and higher, or iPad.

• Not optimized for iPads (meaning if run in expanded mode,

will be pixilated).


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Concepts

• Tasks: These are the individual work items that a contributor is

expected to complete.

• Project Filtering: The application only loads tasks from active

projects.

• Task Status: Tasks have the same status values as activities in

P6 - not started, in progress, and completed.

• Finish field: The finish field in the app will be the planned finish

when task is not started and the remaining early finish when task

is in progress and the actual finish when the task is completed.

• Marking Task Finished: Tasks marked Finished, with the

Finished button from either the Edit Task List view or from the

Individual Edit Task view will set an actual finish on the task.


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Setup

• Install app from the Apple iTunes store. Search for Oracle P6

Team Member

• Non-SSO and SSO authentication modes are supported.

• Internet connection to connect to P6 to download and update

tasks on the device.

• Must be a P6 user and have at least one module access

assigned.

• OBS access is not needed


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Logging in with SSO / Non SS0 (Single Sign On)


Non SS0: SSO:

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Home Screen

From this screen users will see a high level view of the number of

tasks per status


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Task List


Task List


Individual Tasks

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Editing Dates, Duration and Percent


Here you can select the date you started this task

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Editing Duration

Here you can select the Time Left or RD for the task.


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Edit Percent

Here you can select the % complete for the task.


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Settings


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Settings Cont’d

• Settings for P6 Team Member can be found from the main

Settings icon for the device.

• Select the P6 Team Member icon from the Settings list.

• New Settings table that only TM apps look to.

• Does not look to the P6 application’s user preferences.


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Compatibility

• A team member user that is currently using the Mobile app v8.1

can upgrade to Mobile app v8.2 even if the company’s

deployment of Team Member Web Services is still v8.1.

• A team member user that is currently using the Mobile app v8.1

will not be able to login if the company’s deployment of Team

Member Web Services has been upgraded to v8.2.

• Starred Tasks - Prior to 8.2 release, star functionality was only

available in the mobile app and was saved locally to the mobile

device. In v8.2, we are saving the starred state to the P6

database so that users of mobile and tm web app can see the

same tasks starred.


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Overview

E-Mail Statusing Updates

• This functionality allows the user to request a list of their Tasks

directly from P6, via e-mail, using the P6 Team Member E-mail

Statusing Service. This offers all the advantages of the P6 Team

Member Mobile App with the benefit of not being device-specific.

• The process involves four basic steps:

• The user requests a list of Tasks (i.e Resource Assignments)

• The system retrieves the list of Tasks and E-mails the list to

the user

• The user E-mails back the changes to be made

• The system updates the Tasks and sends a confirmation E-

mail


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The Process:

Step 1: The user requests a list of Tasks (i.e Resource

Assignments).

• User sends e-mail to designated address and formats the

subject line as <Status> <Time Period> <Project>.

• Status and Time Period are usually combined for example

“Active in the next 10 days”.

• Specifying the Project is optional, only one project at a time can

be requested by either the Project ID or Project Name.

• If the subject line format is not correct and the body of the e-mail

is blank, a return e-mail will be sent with instructions for how to

use the update by e-mail functionality.



Step 1: Request Activity List

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The system retrieves the list of Tasks and E-mails the list to the user.


Step 2: System Retrieves List

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Step 3: The user E-mails back the changes to be made

• There are two ways to do this:

• Reply to the E-mail and edit the data in-line.

Or click the “Update this task” link for a task you wish to

update.

• Either of these options will generate a new E-mail.


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Step 4: The system updates the Tasks and sends a confirmation

E-mail



Email Help

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Updates in 8.2

• Users can be assigned to activities as Activity Owners.

• E-mail failure folder.

• New fields are available via a new menu option at Project

Preferences, Team Member Applications.


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Related Knowledge

• Team Member Module Access Appears Greyed Out And

Unavailable For Assignment To P6 Users (Doc ID 1462913.1)

• How do I download and install the P6 Team Member Mobile

App? (Doc ID 1341167.1)




THANK YOU

Business

Team Member Applications 8.2