Reporting Basics of Project Management

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Information about Reporting Basics of Project Management

Published on March 17, 2016

Author: p6academy

Source: slideshare.net

1. 1© 2009 Oracle Corporation – Proprietary and Confidential

2. 2 FYI: New Portal with same DocID Archive 740964.1 Schedule 740966.1 Generic Advisor Webcast Note 740966.1 before now © 2012 Oracle Corporation – Proprietary and Confidential

3. 3 Reporting Basics of Project Management Day, Date, 2004 time p.m. ET Teleconference Access: North America: xxxx International: xxxx Password: Advisor Upcoming live webcasts and recent recordings: November 15, 2012: Database – OSWatcher Black Box: How to improve performance and monitor your system automatically. November 15, 2012: PeopleSoft – Campus Solutions 9.0 Student Financials: October 2012 Bundle Review November 20, 2012: JD Edwards EnterpriseOne Basic CNC 2-creating OCM, data sources (logic and data) November 20, 2012: Retail – Transfer Close and Purge in Retail Merchandising System (RMS) Versions 13.1 & 13.2 November 20, 2012: Siebel – Siebel Email Marketing Server November 20, 2012: JD Edward World: New Calculations and Formulas for Advanced Pricing November 20, 2012: EBS Procurement – Receiving Transactions and Debugging Techniques November 27, 2012: JD Edwards EnterpriseOne Financials OneView Reporting - Overview November 28, 2012: JD Edwards EnterpriseOne and IBM i: Gathering JDE and OS Logs from IBM i Teleconference Access: US & Canada: 888-2594812 Toll Number: 706-679-4880 Password: advisorpg Current and Archived Advisor Webcast Schedule – DOC#740966.1 © 2012 Oracle Corporation – Proprietary and Confidential

4. 4© 2012 Oracle Corporation – Proprietary and Confidential The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Safe Harbor Statement

5. <Insert Picture Here> Reporting Basics of Project Management Scot Fortna Technical Support Engineer Sean Rabenold Technical Support Engineer

6. 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 © 2012 Oracle Corporation – Proprietary and Confidential

7. 7 Client Reporting © 2012 Oracle Corporation – Proprietary and Confidential

8. 8 Report Groups Used to organize Global and Project reports. © 2012 Oracle Corporation – Proprietary and Confidential

9. 9 Batch Reports © 2012 Oracle Corporation – Proprietary and Confidential

10. 10 Job Services © 2012 Oracle Corporation – Proprietary and Confidential

11. 11 Using the Command Line to Export Batch Reports © 2012 Oracle Corporation – Proprietary and Confidential For detailed information on running the Command Line, please see KM document 1459924.1

12. 12 Report Wizard © 2012 Oracle Corporation – Proprietary and Confidential •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

13. 13 Report Wizard © 2012 Oracle Corporation – Proprietary and Confidential

14. 14 Report Wizard © 2012 Oracle Corporation – Proprietary and Confidential

15. 15 Report Wizard © 2012 Oracle Corporation – Proprietary and Confidential

16. 16 Report Wizard © 2012 Oracle Corporation – Proprietary and Confidential

17. 17 Report Wizard © 2012 Oracle Corporation – Proprietary and Confidential

18. 18 Report Wizard © 2012 Oracle Corporation – Proprietary and Confidential

19. 19 Report Wizard © 2012 Oracle Corporation – Proprietary and Confidential

20. 20 Report Editor © 2012 Oracle Corporation – Proprietary and Confidential Detailed information on the Report Editor can be found in KM document Doc ID 895510.1

21. 21 P6 V7 Web Reporting © 2012 Oracle Corporation – Proprietary and Confidential •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.

22. 22 P6 V7 Web Reporting My Reports Portlet User Dashboard © 2012 Oracle Corporation – Proprietary and Confidential

23. 23 P6 V7 Web Reporting Project Reports Portlet Project Workspace © 2012 Oracle Corporation – Proprietary and Confidential

24. 24 P6 R8.x BI Publisher Reporting © 2012 Oracle Corporation – Proprietary and Confidential Sean Rabenold

25. 25 P6 R8.x BI Publisher Reporting © 2012 Oracle Corporation – Proprietary and Confidential Diagram of a P6 environment with BI Publisher Reporting.

26. 26 P6 R8.x BI Publisher Reporting © 2012 Oracle Corporation – Proprietary and Confidential Users must have Enterprise Reports module access along with a matching user in BI Publisher in order to have the Reports tab available.

27. 27 P6 R8.x BI Publisher Reporting © 2012 Oracle Corporation – Proprietary and Confidential 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.

28. 28 P6 R8.x BI Publisher Reporting © 2012 Oracle Corporation – Proprietary and Confidential Application Settings for Publication Services: Located under the Administer menu, begin by clicking Application Settings, and then choose Services.

29. 29 P6 R8.x BI Publisher Reporting © 2012 Oracle Corporation – Proprietary and Confidential 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

30. 30 P6 R8.x BI Publisher Reporting © 2012 Oracle Corporation – Proprietary and Confidential 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.

31. 31 P6 R8.x BI Publisher Reporting © 2012 Oracle Corporation – Proprietary and Confidential

32. 32 D E M O N S T R A T I O N © 2012 Oracle Corporation – Proprietary and Confidential

33. 33 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 get-proactive_ww@oracle.com © 2012 Oracle Corporation – Proprietary and Confidential

34. 34 FYI: New Portal with same DocID Archive 740964.1 Schedule 740966.1 Generic Advisor Webcast Note 740966.1 before now © 2012 Oracle Corporation – Proprietary and Confidential

35. 35© 2012 Oracle Corporation – Proprietary and Confidential

36. 36© 2012 Oracle Corporation – Proprietary and Confidential THANK YOU

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