P6 Pro vs EPPM Matrix

Primavera Features MatrixVersion 4.1

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Primavera P6 Enterprise Project Portfolio Management R8 Functionality Matrix

on schedule and within scope, while reducing the overall cost of projects, project management processes,

P6 continues to deliver role-based interfaces which allow the tailoring of the correct functionality to the appropriate members of the project team. Each module in the Primavera suite has been designed with specific project stakeholders in mind. Leveraging all current and emerging technologies, data entry and analysis is deployed in a way that best suites the needs of each stakeholder and is stored in Primavera’s project and resource repository to ensure the most accurate and up-to-date information for all tactical and strategic decisions.

This matrix has been compiled to assist the effort in determining which modules should be deployed to each stakeholder. Using this matrix against a thorough review of current and desired project and resource management processes will provide an excellent start in consideration of Primavera role out.

Feature resides in module

New feature

Administration

Functionality P6 EPPM

Administer Users PAdminister Security PAdminister Admin Preferences PAdminister Admin Categories PAdminister Currency PAdminister Enterprise Project Structure (EPS) PAdminister Organizational Breakdown Structure (OBS) PAdminister Resource Breakdown Structure (RBS) P PAdminister Role Dictionary P PAdminister User-Defined Fields P P Project Level - Formual driven P Project Level - Manual P P

P PAdminister Project Portfolios P PAdminister Resource and Role Teams PAdminister Project Code Dictionary P P Designate Secure Codes P P Weighted Project Codes and Values (Project Score) P PAdminister Resource Code Dictionary P PAdminister Activity Code Dictionary P P EPS Level Activity Codes P PAdminister Issue Code Dictionary P Create Issue Forms P

P6 Professional module

All other subject areas (activity, resource, steps etc)

Project Management


INITIATING

Templates P Create template from project P Create project from template PProject Import / Export (XER,P3, MPP, XLS) PProject Import / Export (Primavera and Ms Project XML) P PAssign project code values P PPLANNING

Open multiple projects at once P PCreate a Work Breakdown Structure (WBS) P P

P PCreate activities P PImport new activities from MS Excel P PWBS level Summary Activity P PCreate activity steps P PCreate relationships between activities P PCreate cross-project relationships P PView activity relationships P P PAssign constraints to activities P PAssign roles to activities P PAssign resources to activities P P PPerform Critical Path Method (CPM) Scheduling P PPerform Resource Leveling P PSummarize a project P PPerform Multi-project Scheduling P P

P PAssign activity code values P PView activity notebook topics P P PInteractive Gantt Chart P PConfigurable Gantt Chart (bar labels and colors) P PCreate Custom Filters P PView Activity Network\Trace Logic diagrams P PView Timescale Logic Diagrams PEXECUTING

Update activity dates P P PUpdate remaining units or percent complete (%) P P PUpdate activity steps & step UDFs P P PUpdate activity notebook topics P PUpdate resource assignment details P PUpdate resource assignment actual units P P PUpdate Actual Units for Overhead Codes PUpdate Expenses P PUpdate Notebook Topics P PProgress Spotlight P PProject Risks P Create/View Risks P Assign Risks to Activities or WBS Levels P Score Risks P Create Risk Response Plans P Create Risk Scoring Matrices P Assign Risk Scoring Matrices to Projects P Create Custom Risk Categories PProject Issues P P Create/View Project Issues P P Configurable Issues Portlet P Issues Graphics P Email notification about Project Issues P PCONTROLLING

Run Schedule Checker PUse Schedule Preview PReview, Approve or Reject Timesheets PPerform Period Closeout P PBaselines P P Create Unlimited Baselines P P Partial Baseline Update P Select Project Baseline P PCreate Reflection Projects PReview and Select Changes to Merge into Source Project PFloat Path Analysis P PDefine and Monitor Thresholds PAnalyze resource usage at the project level P PCreate and save Activity Layouts/Views P P Project-level Layouts/Views P P User Layouts/Views P P Global Layouts/Views P P Multi-user Layouts/Views P

GENERAL `

Email Links to Activity view PCreate customized toolbars P PFloating Detail windows PUse Tabbed or Tiled views PAdminister Activity Code Dictionary P PRun Global Changes PProject Check In / Check Out P

PRun Reports on the Web P


Progress Reporter

Administer WBS details (Milestones, Budget, EV techniques)

Perform Multi-project Leveling, Applying Actuals, Summarizing

Grouping & Sorting (Issues, Statistics, Activity List Views)

Workflow


Initiate New Process PSee List of Action Required on Process PPerform Action on Process PView History of Process PView Process Map P


P

Portfolio Management


Portfolio Definition & Analysis

Create unlimited personal & shared Portfolios P PCreate Portfolios with dynamic content refresh PCreate configurable, savable Portfolio Views P PGenerate graphical formats for Portfolio Views: P P

P P Histograms P Stacked Histograms P Bubble Charts P Pie Charts PCreate new projects or requests directly into Portfolio Scorecard P

P PView side-by-side Portfolio comparisons PView multi-tabbed, configurable Dashboards PDefine user access list for Dashboards PDisplay Portfolio Views as Dashboard Portlets PDrill through graphical Views to tabular data PView ROI data PPortfolio Value & Performance Assessment

View manually-driven Project level R-Y-G indicators (UDFs)P P

P

PSelect R-Y-G indicator icon colors and shapes P

P

P

P PView data-driven text-based Executive Summary PView issues for all projects within a portfolio P PView risks for all projects within a portfolio PView Portfolio Gantt Chart P PView time-phased cost or units histograms/curves P P

Launch Project Workspace or other details from Portfolios PWhat-if Scenarios & Optimization

Use manual Select / De-Select Checkbox for what-if analysesP

PSave Waterline results as new Portfolio PCreate Portfolio Scenarios PApply Portfolio Views to Scenarios PCreate notes for Scenarios PSend Email notification for Scenarios PDefine user access list for Scenarios P


Scorecards (formerly Statistics)

Edit portfolio data within Scorecard View(Codes, UDFs, etc)

View data-driven cost, schedule, EV performance R-Y-G indicators

View & Tailor formula-driven R-Y-G indicators (UDFs with algebraic operations, boolean logic and IF, THEN, ELSE statements)

Tailor R-Y-G indicator summary calculations (min, max, avg, sum, etc)

View weighted, composite Project Scoring (driven by Code values)Drill Down to Activity & Assignment details that drive performance data

Perform constraint-based Waterline optimization to force rank projects

Resource Management

Functionality P6 EPPM Timesheets

Forecasting & Capacity Planning

PAssign roles to Projects & WBS for forecasting P

P

PAllocate resource to project by % PView high-level resource/role planning data P P

P

P

P P

P P

P PView role usage in graphical formats: P P Spreadsheet P P Stacked Histogram P Net Availability PStaffing

Assign labor resources P P PAssign nonlabor resources P PAssign material resources P PAssign roles P PView resource assignments in gantt chart PFilter resource assignments PGenerate notification of new resource requests PAssign resources by role P P

PModel resource/role assignment using Curves P P

PEmail notification upon assigning a resource PPerform Resource Leveling P PResource/Role Analysis

P PP PP P

PView Resource overallocation indicators PGeneral

Adminster resource calendars P PAssign resource codes to resources P PPerform Timesheet Approval P

PAdminister Global and user specific role teams P


Assign resources to Projects & WBS for forecasting

Forecast resource usage by period into Spreadsheet (by week, month, quarter, or year)Forecast role usage by period into Spreadsheet (by week, month, quarter, or year)

Display Allocation Limit on Resource/Role Usage Histogram as a reservation

Use Capacity Planning tab (in Portfolios) to view role usage for Portfolio

View role capacity (Limit) based on contributing Primary ResourcesView role capacity (Limit) based on custom entryDrag & Drop project Forecast bars & shift role demand against capacity

Resource search form to staff open request by: Role and Proficiency Resource Resource Code Resource Availability

Model resource/role assignment using manual Curve (future period editing)

View resource allocation across multiple projectsView histogram and spreadsheet by resource codeView stacked histograms by resource, role or code.View Resource Graphics (Pie, Area Charts, Stacked Histograms)

Administer Global and user specific resource teams

Reporting & Analytics


Administrative

Run batch reports P PSecure ability to create, modify, and run reports P PMake reports module available to select users PInternal Report Editor/Wizard

Create unlimited new reports PModify standard reports PRun reports PFormats reports in HTML, ASCII Text PPost reports to Work Products & Documents PEmail reports PEnterprise Reports

Run, view and schedule unlimited reports PMultiple Subject Area Reporting P

PPass parameters to be applied to report at runtime PEmail reports PReport execution email notification PProject Web Site

Create project website including determine content PPublish project website PView project Web site P P


Formats reports in HTML, PDF, Excel, PPT, MHTML, RTF, XML, and CSV

CollaborationFunctionality P6 EPPM

Manage Personal Dashboards PManage Project Dashboards PManage Project Workgroups PAdd/Delete/Modify Issues P PCommunication Center PAlerts - Document and Workflow PEmail Integration for Notifications PExternal Custom Portlets P


Document Management

Functionality P6 EPPM Timesheets

Manage Work Products & Documents P P PUpload / Download documents PCheck in / check out documents PManage Versions of documents PView History of document usage PAdminister hierarchical document folder structure PPerform full text searching of documents PRelate documents to other documents PRelate documents to issues PRelate documents to project WBS and activities PStore documents in team workspaces PInitiate Document Approval Review Cycles PSet document security policy P


P