Primavera P6 R7 vs R15.1 Functionality Matrix
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The document outlines a functionality matrix comparing Primavera P6 R7 and R15.1, detailing various features across project portfolio management components such as administration, portfolio management, project management, resource management, reporting, and workflow. It includes specific comparisons of supported features, new functionalities in R15.1, and administrative capabilities. The document serves as a comprehensive guide for users to understand the enhancements and differences between the two versions.
Primavera P6 R7 vs R15.1 Functionality Matrix
- 1. Primavera P6 R7 vs R15.1 Functionality Matrix This document provides an outline of functionality for the different P6 Enterprise Project Portfolio Management components, including Web Access, and P6 Professional. It compares functionality available in P6r7 to P6r15.1. Links to related sections: Admin Portfolio Management Project Management Resource Management Reporting Workflow Technology Legend: P Feature supported Feature is new in r15.1
- 2. Administration Functionality P6r7 Web P6r7 Client P6r15.1 Web P6r15.1 Professional Administer Users P P View User Sessions Screen P Configure Database Auditing Settings P Administer Security P P Administer Admin Preferences P P Administer Admin Categories P P Administer Currency P P Administer Enterprise Project Structure (EPS) P P P Administer Organizational Breakdown Structure (OBS) P P P Administer Resource Breakdown Structure (RBS) P P P P Administer Role Dictionary P P P Administer Resource and Role Teams P P Administer User-Defined Fields P P P Project Level - Formula driven P P Project Level - Manual P P P P All other subject areas (activity, resource, steps etc) P P P Administer Project Portfolios P P P P Administer Project Code Dictionary P P P Designate Secure Codes P P P Weighted Project Codes and Values (Project Score) P P P Administer Resource Code Dictionary P P P Administer Activity Code Dictionary P P P P Project Level Activity Codes P P P P Global Level Activity Codes P P P P EPS Level Activity Codes P P P P Administer Issue Code Dictionary P P Create Issue Forms P P
- 3. Portfolio Management Functionality P6r7 Web P6r7 Client P6r15.1 Web P6r15.1 Professional Portfolio Definition & Analysis Create unlimited personal & shared Portfolios P P P P Create Portfolios with dynamic content refresh P P Create configurable, savable Portfolio Views P P P P Generate graphical formats for Portfolio Views: P P P Scorecards (formerly Statistics) P P Histograms P P P P Stacked Histograms P P Bubble Charts P P Pie Charts P P Create new projects or requests directly into Portfolio Scorecard P P Edit portfolio data within Scorecard View (Codes, UDFs, etc) P P View side-by-side Portfolio comparisons P P View multi-tabbed, configurable Dashboards P P Define user access list for Dashboards P P Display Portfolio Views as Dashboard Portlets P P Drill through graphical Views to tabular data P P View ROI data P P Portfolio Value & Performance Assessment View manually-driven Project level R-Y-G indicators (UDFs) P P P P View data-driven cost, schedule, EV performance R-Y-G indicators P P View & Tailor formula-driven R-Y-G indicators (UDFs with algebraic operations, boolean logic and IF, THEN, ELSE P P Select R-Y-G indicator icon colors and shapes P P Tailor R-Y-G indicator summary calculations (min, max, avg, sum, etc) P P View weighted, composite Project Scoring (driven by Code values) P P Drill Down to Activity & Assignment details that drive performance data P P P P View data-driven text-based Executive Summary P P View issues for all projects within a portfolio P P P P View risks for all projects within a portfolio P P P View Portfolio Gantt Chart P P P View time-phased cost or units histograms/curves P P P Launch Project Workspace or other details from Portfolios P P What-if Scenarios & Optimization Use manual Select / De-Select Checkbox for what-if analyses P P Perform constraint-based Waterline optimization to force rank projects P P Save Waterline results as new Portfolio P P Create Portfolio Scenarios P P Apply Portfolio Views to Scenarios P P Create notes for Scenarios P P Send Email notification for Scenarios P P Define user access list for Scenarios P P
- 4. Project Management Functionality P6r7 Web P6r7 Client P6r15.1 Web P6r15.1 Professional INITIATING Templates Create template from project P P Create project from template P P P Create project via Project Architect P P Project Import / Export (XER, P3, MPP, XLS) P P Project Import / Export (Primavera and MS Project XML) P P P P Import/Export Baseline Projects with Primavera XML P P Microsoft Project XML import updates P P Granular control over data during XML import P UN/CEFACT XML Support P P Assign project code values P P P Assign project notebook topics P P P P Assign funding sources P P P P Project/WBS Financial Planning (Spending/Benefit Plans) P P P P Activity ID Renumbering P PLANNING Open multiple projects at once P P P P Open 100,000 activities on-screen simultaneously P P P Open projects in exclusive mode P P P Create a Work Breakdown Structure (WBS) P P P P Administer WBS details (Milestones, Budget, EV techniques) P P P P Create activities P P P P Dissolve Activities P P P Import new activities from MS Excel P P P P Create activity steps P P P P Create relationships between activities P P P P Create cross-project relationships P P P P Replace relationship assignment (not remove, then add) P View activity relationships P P P P Assign constraints to activities P P P P Assign roles to activities P P P P Assign resources to activities P P P P View additional resource information when assigning resources P Assign activity UDFs P P P P Assign activity notebook topics P P P P Perform Critical Path Method (CPM) Scheduling P P P P Perform Resource Leveling P P P P Summarize a project P P P P Perform Multi-project Scheduling P P P P Perform Multi-project Leveling, Applying Actuals, Summarizing P P P Assign activity code values P P P P View activity notebook topics P P P P Interactive Gantt Chart P P P P Configurable Gantt Chart (bar labels and colors) P P P P Draw bars based on UDF dates P P P Display Gantt Chart Progress Line P P P P Create Advanced Custom Filters P P P Rename Columns P P P Multiple Column Sorting P P P View Activity NetworkTrace Logic diagrams P P P P View Timescale Logic Diagrams P P Line Numbering P Visualizer Reporting Tool P P EXECUTING Update activity dates P P P P Update remaining units or percent complete (%) P P P P Update activity UDFs P P P P Update activity steps & step UDFs P P P P Update activity notebook topics P P P P Update resource assignment details P P P P Update resource assignment actual units P P P P Update Actual Units for Overhead Codes P Update Expenses P P P P Progress Spotlight P P P P Project Risks Create/View Risks P P P Assign Risks to Activities or WBS Levels P P Score Risks P Create Risk Response Plans P Create Risk Scoring Matrices P Assign Risk Scoring Matrices to Projects P Create Hierarchical Custom Risk Categories P Configurable Risk Thresholds P Project Issues Create/View Project Issues P P P P Configurable Issues Portlet P P Issues Graphics P P Email notification about Project Issues P P P P CONTROLLING Run Schedule Checker P Use Schedule Preview P Run Schedule Analyzer / Claim Digger P P Review, Approve or Reject Timesheets P P P Perform Period Closeout P P P Baselines Create Unlimited Baselines P P P P Partial Baseline Update P P Select Project Baseline P P P P Create Reflection Projects P P Review and Select Changes to Merge into Source Project P P Float Path Analysis P P P P Define and Monitor Thresholds P P Analyze resource usage at the project level P P P P Create and save Activity Layouts/Views P P Project-level Layouts/Views P P User Layouts/Views P P P P Global Layouts/Views P P P P Multi-user Layouts/Views P P Integration to Rally (*Import data from Agile app) P GENERAL Manage Project Dashboards P P Email Links to Activity View P Create customized toolbars *Applies to Activities, EPS and Assignments Views in Web *Applies to all windows n Client P P Use Tabbed or Tiled Windows * Refers to windows in client apps P Administer Activity Code Dictionary P P P P Establish link to a project in Contract Management P P P P Establish link to a project in Unifier P P Run Global Changes P P Project Check In / Check Out P P Grouping & Sorting by Multiple Hierarchies P P P View users logged into a project P P P Run Reports on the Web P P
- 5. Resource Management Functionality P6r7 Web P6r7 Client P6r15.1 Web P6r15.1 Professional Forecasting & Capacity Planning Assign resources to Projects & WBS for forecasting P P Assign roles to Projects & WBS for forecasting P P Forecast resource usage by period into Spreadsheet (by week, month, quarter, or year) P P Forecast role usage by period into Spreadsheet (by week, month, quarter, or year) P P Allocate resource to project by % P P View high-level resource/role planning data P P P P Monitor projects for resource over allocation P P Display Allocation Limit on Resource/Role Usage Histogram as a reservation P P P Use Capacity Planning tab (in Portfolios) to view role usage for Portfolio P P View role capacity (Limit) based on contributing Primary Resources P P P P View role capacity (Limit) based on custom entry P P P P Drag & Drop project Forecast bars & shift role demand against capacity P P P P View role usage in graphical formats: P P P P Spreadsheet P P P P Stacked Histogram P P Net Availability P P Staffing Assign labor resources P P P P Assign nonlabor resources P P P P Assign material resources P P P P Assign roles P P P P View resource assignments in gantt chart * All projects, not just open projects P P Filter resource assignments * All projects, not just open projects P Search on resource attributes when assigning resources P Generate notification of new resource requests P P Assign resources by role P P P P Resource search form to staff open request by: Role and Proficiency Resource Resource Code Resource Availability P P Model resource/role assignment using Curves P P P P Model resource/role assignment using manual Curve (future period editing) P P P Email notification upon assigning a resource P P Perform Resource Leveling P P P P Resource/Role Analysis View resource allocation across multiple projects P P P P View histogram and spreadsheet by resource code P P P P View stacked histograms by resource, role or code. P P P P View Resource Graphics (Pie, Area Charts, Stacked Histograms) P P View Resource overallocation indicators P P General Administer resource calendars P P P Administer personal resource calendars P Assign resource codes to resources P P P P Perform Timesheet Approval P P P Administer Global and user specific resource teams P P Administer Global and user specific role teams P P
- 6. Functionality P6r7 Web P6r7 Client P6r15.1 Web P6r15.1 Professional Administrative Run batch reports P P P P Secure ability to create, modify, and run reports P P P Make reports module available to select users P Run Audit reports P Internal Report Editor/Wizard Create unlimited new reports P P Modify standard reports P P Run reports P P P P Formats reports in HTML, ASCII Text P P Multiple Subject Area Reporting P P Email reports P Enterprise Reports Run, view and schedule unlimited reports P Multiple Subject Area Reporting P P Formats reports in HTML, PDF, Excel, PPT, MHTML, RTF, XML, and CSV P Pass parameters to be applied to report at runtime P Email reports P Report execution email notification P Project Web Site Create project website including determine content P P Publish project website P P View project Web site P P P
- 7. Workflow Functionality P6r7 Web** P6r15.1 Web*** Administer Project Request Templates P P Administer Template Categories P P Administer Workflow Recipients P P Branch Workflow by Project Code Value P P Initiate New Project Request P P Initiate Document Approval Review Cycles P P Automatic distribution to decision makers P P Action Required portlet notifications P P Email notifications P P View ApprovalRejection User & Date Stamps P P Initiate New Process P See List of Action Required on Process P Perform Action on Process P View History of Process P View Process Map P Creation of workflow via graphical interface P Loopback P Conditional Branching P Time sensitive (advance workflow when idle) P Access external data sources within workflow P
- 8. Technology UPDATE Functionality P6r7 Web P6r15.1 Web Content Respository Oracle Universal Content Management 10gR3 (10.1.3.4.1) Microsoft Office SharePoint Servers 2007 JackRabbit 1.5.5 Oracle WebCenter Core Content Capabilities 11gR1 (11.1.1.8.0) Microsoft Sharepoint Enterprise Edition 2010 SP1, 2013 SP1 Content Management Interoperability Services Workflow JBoss jBPM-jpdl 3.2.3 Oracle Business Process Management 11.1.1.7.4 Visualization Software Oracle AutoVue 19.3.3, Oracle AutoVue 20.0.0 Oracle AutoVue 20.2.2 Languages English, French, German, Japanese, Russian, Latin American Spanish, Simplified Chinese, Traditional Chinese Brazilian Portuguese, Chinese Simplified, Chinese Traditional, English, Dutch, French, German, Italian, Japanese, Russian, Spanish, Korean Client Database Software Oracle 11.1.0.7.0 Oracle 12.1.0.2 Oracle Oracle 11.2.0.4 Browsers Internet Explorer 7 Internet Explorer 8 Firefox 3.6 Firefox 10.0.5 Firefox 10.0.12 Firefox 17.0.6 Firefox 24.4.0 Internet Explorer 9.x Internet Explorer 10.x Internet Explorer 11.x Firefox 31 (ESR) Chrome 37.x Safari 7.x LDAP Software Oracle Internet Directory 10gR3 (10.1.4.0.1) Oracle Internet Directory 11g (11.1.1.1.0) Windows Server 2008 Active Directory Oracle Internet Directory 11.1.1.7.0 Oracle Directory Server Enterprise Edition 11.1.1.7.0 Active Directory, Windows 2012, Windows 2008