Implementation

Prepare for your implementation by identifying employees at your organization who should be included and specific business objectives for Primavera P6 EPPM.

Understanding Data Structures

Get familiar with data structures to support your project management needs and business processes. Well-defined structures make entering data faster and easier; they enable you to organize and summarize data more effectively.

P6 Setup Tasks

Complete these tasks before you invite users to work in P6. 

Security

Learn about security in Oracle Primavera P6 EPPM and how to create a secure, useful environment for all users.

Administering P6 Professional for Cloud

Depending on your company's P6 EPPM Cloud Service, you will either use P6 Professional Cloud Connect or Primavera Virtual Desktop for P6 Professional.

Set up P6 Team Member & P6 Mobile Apps

P6 Team Member is designed for individual contributors, or team members, to record their statuses and report their time using timesheets. Team members can also use Email Statusing Service and P6 mobile to status their activities. 

Set up P6 EPPM Web Services

Complete web service setup tasks to enable P6 EPPM Web Services.

Set up Primavera Risk Analysis

Primavera Risk Analysis can read project data from a P6 EPPM database in the cloud. By integrating Primavera Risk Analysis with P6 EPPM you can enable P6 users to analyze risks in their projects. 

Set up Oracle BPM

The Oracle Business Process Management (BPM) Suite provides an integrated environment for developing, administering, and using business applications centered around business processes. P6 integrates with Oracle Business Process Management (BPM) which lets you initiate and manage workflows. 

Application Upgrades and Maintenance

Oracle reserves specific maintenance periods for changes that require the Cloud service to be unavailable to customers. These maintenance periods are divided into two main types: Application maintenance and Core system maintenance.

Set up Users

Learn how to create new user accounts for applications in P6 EPPM including P6, P6 Professional, and P6 Team Member interfaces. These steps represent the minimum you must do to create a user account. You can also configure user access to grant or deny a user's access to data.