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Note: Creating Projects on the Portfolio Analysis PageGenerally, you create projects while working on the EPS page in the Projects section of the application. However, it is also possible to create what-if projects while analyzing portfolios. During the process of evaluating a portfolio, you will often want to capture a new project idea. To create a project on the portfolio analysis page: 1) Click Portfolios.  2) On the Portfolios navigation bar, click Portfolio Analysis.  3) On the Portfolio Analysis page: a. Make sure you are working with the primary portfolio (at top or left) and not the comparison set for the next steps.  b. In the Scenario list, select a scenario for your analysis.  c. In the View list, select a portfolio view scorecard.  d. In the scorecard, select a row where you want to add a new project.  e. Click Add Project.  4) For the first project you create, if defaults are not already set, the Add Project dialog box appears: a. Select a default Parent EPS element.  b. Select a default Responsible Manager.  c. Click Select.  5) On the Portfolio Analysis page, click Save. Tip You can change the what-if project's Project Status field value on the General detail window of the EPS page. For example, you may later want to change a project from What If to Planned status. Note 2: A portfolio is a collection of projects. Group projects into portfolios so you can easily view data from more than one project at a time. Reference; P6 EPPM User's Guide, Creating Projects on the Portfolio Analysis

Working with the Capacity Planning Page Use the Capacity Planning page to perform What-if analysis, graphically change project forecast dates, and apply waterline analysis techniques to assist with critical, executive-level decision making. Before assessing capacity or demand on resources, create resource and role estimates for each project. During your analysis, you can create and update scenarios that provide varying snapshots of project and role allocation data. After conducting your analysis, you can create new portfolios containing only the projects that meet your planning criteria. When you choose to display a stacked histogram (A), area chart (C), or spreadsheet, the Capacity Planning chart displays the total at completion units or costs over time for the combination of selected roles and projects. Each of these charts contains the same information in different formats with a data stacking option for the projects and roles you select. Reference: Oracle Primavera P6, Working with the Capacity Planning Page

New in Release 8.2 include: * Is Under filter: This is a new property used in filtering data which lets you filter by location of an item within a hierarchy. For example, you can filter for activities only under a certain WBS (Work Breakdown Structure) node.See figure below:   

The base currency is the monetary unit used to store cost data for all projects in the database and is controlled by a global administrative setting in the Project Management module. The default base currency for Primavera is US dollars ($). The view currency is the monetary unit used to display cost data in Primavera and is controlled by a user preference. Note: All costs are stored in the Based Currency. All costs are stored in the Base Currency and all other Currencies are calculated values using the Base Currency value and conversion rate.

C: The Oracle Primavera EPPM Web Access product contains a functionality where by users can create their own calculated values and dashboard indicators for monitoring project KPI’s. This is achieved by creating Project Calculated User Defined Fields. The formulas which can be populated in these fields is similar to a formula used in some spreadsheet applications e.g. Microsoft Excel. Providing a simple and effective platform for creating all manner of organisation bespoke project indicators.     Note: User-defined fields enable you to customize fields and values and add them to the project database.

A, G: The Project Notebooks portlet is where all the project level notebook topics are shown in one location. This is especially helpful if your business process is consistently used to show reasons for delays, reasons for change orders, or other significant project communications.B: Primavera has functions, including Notebook, that enables you to note information associated with an activity, including the reasons associated for establishing a constraint.Note: Notebook topics are predefined categories in P6 that help to organize your project notes. The notebook topics in Primavera P6 provide team members with a history of all that happened in the project, whether it was a schedule delay due to rain or the breakdown of equipment.  Notebooks exist not only for Projects, but also can be added to any EPS, WBS, or activity. So, for example, you could create a notebook that describes the purposes and objectives of each WBS element. These notebooks could then be gathered together in a report, which outlines the project by WBS, using the notebooks as summary paragraphs. Incorrect answers:C, E, F: Notebooks allow you to enter information about a project.

A work breakdown structure (WBS) is a hierarchical arrangement of the products and services produced during and by a project. The project is the highest level of the WBS while an individual activity required to create a product or service is the lowest level. Each project in the enterprise project structure (EPS) has its own WBS. When creating a project, the project manager typically develops the WBS first, assigns work products and documents to each WBS element, and then defines activities for performing the element’s work. Specific earned value calculations can be specified for each WBS element, along with an organizational breakdown structure (OBS) element responsible for all work included in the WBS element.