Tracking project issues with p6 web

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2
Tracking Project Issues
with P6 Web
by
Brian Criss, PSP
DRMcNatty & Associates, Inc.

2
Agenda
• Overview of the P6 Issue Module
• Administration of Issues
–P6 Client & P6 Web
• Adding new Issues to Projects and
customizing output
• Case Study example

2
General Overview of Issues in P6 Web
1. Issues represent known problems within a project which require either
action or visibility within the organization.
2. Project related Issues can be viewed from any of the following areas
within P6 Web.
1. Dashboards
2. Project Workspace
3. Issues tab from either the Project Menu or the Portfolio Menu
3. Issues represent areas for input of text information similar to the
functionality of Notebook topics.
4. Much of the functionality related to structuring of Issues is contained
solely within P6 Web (not administered in P6 Client).

2
Issues or Notebooks??
• Benefits of utilizing the Issue Module
– Superior Organization of information once entered into
the system.
– Customization of Issue codes allow for the tracking of
Organizational specific requirements.
– Customize entry screens enabling administrators to
control what content is required for the entry of the issue

2
Sample Issue Views in P6 Web
Organize Issues in
Table Format or Chart
Issues within P6 Web

2
Administer Issues in P6 Client
(version 7 and earlier)
• Security
– Users are required to have the proper security privileges to
Add, Edit, or Delete project Issues.
• User Defined Fields
– Create UDF’s in the P6 Client to enhance reporting and
organization capabilities
– UDF Text fields support up to 255 characters

Issue Administration P6 Web
1. Issue Codes – Issue codes allow for flexibility
in grouping and sorting as well as filtering of
project issues. Enhances the ability to
organize the Issues in a meaningful way.
2. Issue Forms – Issue forms define the
information that appears on the “Add Issue”
page, administrators can control the
information captured for any new issue that is
added within the project. Create issue forms to
standardize issue information specific to your
organization
3. Issue Form Categories – Issue Form
Categories allow organizations to structure the
custom Issue Forms

Create Issue Codes in P6 Web
To create or modify Issue Codes, choose “Issue Codes” from the Administration menu.
1. Choose “Modify” from upper
right portion of the menu screen
2. Choose from options to add a
new Issue code or add a new
value to an existing Issue Code

Create Issue Codes Values within P6 WebCreate Issue Codes Values within P6 Web
Create Issue Code Values to help organizations classify the content of the
information. Issue Codes allow for grouping and filtering options of Issues
contained within P6

Issue FormsIssue Forms
Issue forms enable P6 Web administrators to specify what information is necessary
to provide complete information related to an issue.
1) Customize entry
from by choosing
which fields to Display
2) Identify Required
fields which need to
be completed in the
form
3) Add Issue Codes
and User Defined
Fields to organize
information

Sample Issue Form
General Fields Identify
basic information
Assign appropriate
Issue Codes
Enter information for
User Defined Fields
Enter Text Description

Code Dictionaries create standards for consistent data entry and reporting

Sample Issue View with Cost Data
included as User Defined Field

Assign Issues to Projects
Once Issue Forms have been created, they are assigned individually to projects in P6 Web.
1. Open a project to which Issues will be assigned to and select “Issue Forms” from the main
menu.
2. Select the desired forms from the available list and move to the section for “Selected
Issue Forms” using the arrow keys.

Admin Functions with P6 r8
P6 r8 provides for all administrative
functionality from within a central
location. Security and Issue User
Defined Fields are all found in P6

Create New Project Issue in P6 Web
Select “Add and Issue”
and select the desired
form to be completed.
Issue forms can be
developed specifically
for various types of
issues and all forms
assigned to the project
become available for
users to log project
information

Customize Issue InformationCustomize Issue Information
1. In the Issue View, choose “Customize” to modify and create displays of the
information.
2. Options for Grouping and Filtering include “Status”, “Priority”, and
“Resolution Date”
3. Options for Grouping and Sorting include Issue Codes and User Defined
Fields (created in P6 Client)

Customize View of Issues in P6 WebCustomize View of Issues in P6 Web
1. Columns – Allows for
customization of
displayed column data
2. Filter – Limit
information displayed in
the view
3. Group – Choose to
group Issue data for
ease in viewing and
reporting
4. Chart – Create
Histograms and Pie
Charts of Issue
information.

Example: Customized Grouping of Issues

Display Issue Content
via P6 Tabular Reports

Sample Tabular Report with User Defined Fields up to
255 Characters

Notify Project Stakeholders Automatically when Issues have
been created or modified
1) Users may be
automatically
notified of new of
modified Issues
2) Notifications are
set up under the
Global Tab on the
Preferences
screen

Case Study – Energy Utility
• Energy Utility expressed a desire for Project Managers to log project information into a
centralize system for management visibility.
• Four main topics were defined for which information would be entered as required by
the project
– Issues / Risks / Decisions / Lessons Learned
• P6 Notebook topics provided one option for tracking this type of information, but
proved inadequate for allowing additional structure to the information for
management reporting.
• P6 Risks were evaluated, however, similar to Notebook topics, did not allow for the
required structure for management reporting.
• P6 Issues were developed to account for all management reporting requirements
including detailed text information, priority, proposed resolution dates, responsible
party, etc. The Issue module also proved to be scalable to any additional requirements
as they became known.

1) Issue Categories were used to classify
the four primary types of information to be
entered into the P6 Database
2) Issue Forms were created for each of the
Issue types and assigned to projects by the
P6 Administrator

User Defined Fields were
created in P6 Client for
inclusion in the Issue Forms
Issue Codes were
developed to satisfy
executive reporting
requirements

Once Issues are entered into the system, Executive reporting can be
performed using a wide variety of Grouping and Filtering to
accommodate management reporting.

Contact DRMcNatty & Associates, Inc.
Corporate. 877.367.7990
Facsimile. 877.367.7999
web. www.drmcnatty.com
Authorized Primavera Software
Certified Primavera Training
Implementation & System Integration Consulting
Custom Role-Based Web Access
Complete Infrastructure Hosting & Project Controls Managed Services

Tracking project issues with p6 web

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