Primavera P6 EPPM 8 Essentials Exam Study Guide PDF

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Primavera P6 Enterprise Project Portfolio Management 8Essentials (1Z0-567) Exam Study GuideMargy GirdziusDirector, Partner EnablementWWA&C

Objective & AudienceObjective Help you prepare to take the Primavera P6 Enterprise ProjectPortfolio Management 8 Essentials (1Z0-567) exam by providingpointers to resources that you can use in your preparation.Targeted Audience Implementation Consultants Technical Consultants Pre Sales Consultants Strong foundation and expertise inimplementing Primavera P6 EPPM Up-to-date training and field experience are recommendedFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Exam Topics & ObjectivesExam TopicsThe Primavera P6 Enterprise Project Portfolio Management 8Essentials (1Z0-567) exam consists of the 46 topics.Each topic has one or more objectives.Exam ObjectivesThe exam objectives are defined by learner orpractitioner level of knowledge: Learner-level: questions require the candidate torecall information to determine the correct answer.Example: Define the term network. Practitioner-level: questions require the candidate to derive the correctanswer from the application of their knowledge, which can only be attained byextensive experience with the product.Example: The client requests xyz functionality, would you recommend a, b or c?For Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Training Options – OPN Boot Camps The Boot Camps are designed as a "jump start" training to enhanceyour skills by providing role-based training on industry-leadingOracle solutions and services. Primavera boot camps have been built to be concise, intensive, andreal-time training. Experiencing the OPN Primavera boot camps willgive partners a competitive advantage as they prepare to buildpowerful solutions for their own customer base. Primavera boot camps are instructor led training events. Look forschedules on OPN Boot Camps page. There are two OPN Boot Camps that support this exam:– Primavera P6 Enterprise Project Portfolio Management 8 FundamentalsBoot Camp– Primavera P6 Enterprise Project Portfolio Management 8 Design andConfiguration Boot CampFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Training Options – Oracle University Partners can take any publicly-scheduled Oracle Universitycourses at steep discounts. Partners will benefit from hands on experience to gain realworking skill and work toward Oracle certifications. Courses include–Primavera P6 Rel 8.0 Fundamentals–Managing Portfolios in Primavera P6 Rel 8.0– What's New In Primavera P6 Rel 8For Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Training Options – Guided LearningPaths In addition, there are Guided Learning Paths (GLPs) out onOPN Competency Center for Implementation Consultants andfor Pre Sales Consultants. Note that Pre Sales GLP contains recordings that includepositioning, target markets, cross sell up sell, industryspecifics, product history and roadmap, etc. While these recordings are not required for ImplementationConsultants, the Implementation Consultant may find that therecordings may be helpful when working within a specificindustry contract.For Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Topic 1: Introduction to Primavera P6ObjectivesLevel Provide high level overview of Primavera P6 and its roleas an Enterprise Project Portfolio Management toolLearnerOverview Must be able to present overview information during Project KickOff meetings, and during reinforcement meetings with ExecutiveSponsors Must be able to create and deliver reinforcing communicationsto supporting organizations helping to drive adoption Must be able to address organizational resistance issueswith informationTraining Options Primavera P6 Enterprise Project Portfolio Management8 Fundamentals Boot Camp Oracle University Training - Primavera P6 Rel 8.0 FundamentalsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #1Identify two project intense industries wherePrimavera has significant presence.a)Oil and Gasb)Communicationsc)Health Sciencesd)Engineering and Constructione)TaxFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Topic 2: Data and Basic NavigationObjectivesLevel Differentiate between enterprise and project specific dataLearner Open an existing projectLearner Open a viewLearnerOverview Have an understanding of the basics of navigation, as well aswhat data is Enterprise and Project Specific in order to configurethe system to satisfy the Customer’s business requirements Have an understanding of the basics of Enterprise and ProjectSpecific data in order to state business requirements in termsof functionalityTraining Options Primavera P6 Enterprise Project Portfolio Management8 Fundamentals Boot Camp Oracle University Training - Primavera P6 Rel 8.0 FundamentalsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #2Identify two examples of Enterprise specific data.a)Enterprise Project cesFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #3Identify two examples of Project specific data.a)Responsible Managerb)Risksc)Datesd)Cost Accountse)Admin SettingsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Topic 3: ViewsObjectivesLevel Customize a viewLearnerOverview Views are one of the most powerful features of Primavera P6 EPPM. Implementation Consultant must be fluent in thecreation, modification and use of views. View will be foundation data for reporting and data entry solutionsTraining Options Primavera P6 Enterprise Project Portfolio Management8 Fundamentals Boot Camp Oracle University Training - Primavera P6 Rel 8.0 FundamentalsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #4You are coaching a set of new Primavera usersthat are entering data into an Activity View. Theyare concerned because they are not able to viewActivity Details.What could be the cause of the problem?a) They don’t have sufficient security to viewActivity Detailsb) They have not selected an Activityin the project planc) Activity Details have been removedfrom the pland) They are using an EPS View for ActivitiesFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #5Your are coaching a Super User at a Customersite that is trying to respond to a specificorganization’s request to only view data asthey do currently in Excel.Which Activity View functionality shouldbe targeted for a Multi User View for thisorganization?a)Activity Tableb)Activity Networkc)GANTT Chartd)Calendar ViewFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Topic 4: Enterprise Project StructureObjectivesLevel Describe the components that compromise the EnterpriseProject StructurePractitioner Discuss the importance of the EPSPractitioner Identify different ways of setting up the EPSgiven varying business requirementsPractitionerOverview The EPS is the first set of global data to be defined in atypical implementation. The Implementation Consultant must be able to understand howto define the EPS with the Customer. The Implementation Consultant must define it in such as way asto facilitate the basics of reporting to Management.Training Options Primavera P6 Enterprise Project Portfolio Management8 Fundamentals Boot Camp Oracle University Training - Primavera P6 Rel 8.0 FundamentalsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #6Identify the True statement regarding theEnterprise Project Structure.a)It is defined during installation andcannot be changedb)It is the default filing system for projectsc)Activities represent the lowest level ofthe hierarchyd)It is defined and maintained in theOptional ClientFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #7What is the significance of assigning theResponsible Manager to an EPS Node?a)It assigns a generic resource to the EPSb)It assigns a named resource to the EPSc)It links the EPS to an OBS elementd)It links the EPS to management reportsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Topic 5: Project Details and DefaultsObjectivesLevel Modify Project DetailsPractitionerOverview Implementation Consultant must be fully versant in each of theProject Details tabs, and understand the implications ofmaking different selections in Project Details. Implementation Consultant must be able to coach on the useof Project Details.Training Options Primavera P6 Enterprise Project Portfolio Management8 Fundamentals Boot Camp Oracle University Training - Primavera P6 Rel 8.0 FundamentalsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #8You are a project manager with a project that hasnot started, and may not start for another year.However, your manager wants you to create adetailed project plan, including estimates of effortby Role, and estimated budgetary estimatescreated from bottoms up assignments.You know that the Governance organization hascreated a series of reports for all Active projects.But the Governance organization also has rules inplace that restrict the usage of “Inactive” status.Which project status would be the best choiceto select in Project Details?a)Activeb)Inactivec)What Ifd)PlannedFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #9Identify a relevant use case for applying a MustFinish By date to a project.a)Compare Scheduled Finish to MustFinish By dates to negotiaterealistic Finish datesb)Apply Must Finish By dates to shortenthe duration of the schedulec)Apply Must Finish By dates to buildcase for requesting resourcesd)Compare Must Finish By date toActual Finish Date to negotiaterealistic Finish datesFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Topic 6: Creating a projectObjectivesLevel Create a projectLearnerOverview Implementation Consultants must be able to coach and mentorProject Teams and Customer’s Application Administrators on howto create projects. Implementation Consultant will need to work with Customers todevelop processes around controlling who can create projects,under what conditions, and what those project plans must have incommon in order to create meaningful management reports.Training Options Primavera P6 Enterprise Project Portfolio Management8 Fundamentals Boot Camp Oracle University Training - Primavera P6 Rel 8.0 FundamentalsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #10You are coaching a new Primavera user that isattempting to create a project. They navigate tothe EPS page. However, they do not see thesub node where the project should be created.Identify the easiest way for the User to seesub nodes in the EPS page.a)Obtain security assignments at ReadOnly to all nodesb)Click on View, Expand All and scrollto locate the sub nodec)Click on each Node and Expand it tothe lowest leveld)Click “Add” button, so that all nodesare expanded, and then cancel.For Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #11Identify the field that must be unique inPrimavera.a)Project Nameb)Project Descriptionc)Project IDd)Project ManagerFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Topic 7: Modifying Project InformationObjectivesLevel Modify Project InformationPractitionerOverview Implementation Consultants need to have an understanding ofhow to optimize the use of Project IDs and Project Names. This will help the Customer to create standards and guidelines thatwill facilitate understanding of the data to specific user audiences.Training Options Primavera P6 Enterprise Project Portfolio Management8 Fundamentals Boot Camp Oracle University Training - Primavera P6 Rel 8.0 FundamentalsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #12You are coaching a new Primavera ProjectManager that is managing a project on a fixedbid contract. As part of this contract, there is abonus that will be paid if the project comes inon time or ahead of schedule.Which % Complete Type should be set asthe default in this project plan?a)Physical % Completeb)Units % Completec)Duration % CompleteFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #13You are coaching a new Primavera Customerthat is used to manually entering Physical %complete in Microsoft Project plans. However,they realize that this is very subjective, and thatthe actual % complete is usually quite far off.They resort to adding many activities underthe main activity that are planned for 1 or 2hour increments.What might you suggest to this Customer asan alternative that would give a betterindication of % complete, while reducing thenumber of activities in the project plan?a)Use Steps for related action items andselect Activity % Complete from Stepsb)Create WBS elements for eachActivity, and create sub activities thatroll up % completec)Use Fixed Units / Time to ensure that noadditional hours can be spent againstthe activitiesd)Use Duration % Complete to lock downdates, and note action items inNotebook TopicsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Topic 8: Creating a Work BreakdownStructureObjectivesLevel Define and create a Work Breakdown Structure PractitionerOverview An Implementation Consultant must be an expert at creating andmodifying Work Breakdown Structures to respond to the myriadof project scenarios that will be discovered at Customer sites. An Implementation Consultant will need to be able to create WorkBreakdown Structures to be able to respond to the requirementsof the organizations affected by a Primavera implementationTraining Options Primavera P6 Enterprise Project Portfolio Management8 Fundamentals Boot Camp Oracle University Training - Primavera P6 Rel 8.0 FundamentalsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #14Identify the TRUE statement regarding WorkBreakdown Structures (WBS).a)The WBS is enterprise datab)Lowest level of WBS is Activityc)The EPS is top level of the WBSd)WBS Root level is Project ID andProject NameFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #15You are coaching a new Primavera ProjectManager that is attempting to add a WBS Childelement in their new project plan. The are in anActivity Table. The WBS icon is not available tothis user.What could be the problem?a)They have not selected the parentWBS elementb)They do not have security to addWBS elementsc)They are not the Primary Resource forthe Activityd)They are not listed as the ProjectManager for the projectFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Topic 9: Adding and Editing ActivitiesObjectivesLevel Add and Edit ActivitiesPractitionerOverview An Implementation Consultant must be an expert at creating andmodifying Work Breakdown Structures to respond to the myriadof project scenarios that will be discovered at Customer sites. The Implementation Consultant will need to be able to create WorkBreakdown Structures to be able to respond to the requirements ofthe organizations affected by a Primavera implementationTraining Options Primavera P6 Enterprise Project Portfolio Management8 Fundamentals Boot Camp Oracle University Training - Primavera P6 Rel 8.0 FundamentalsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #16You are coaching a new Primavera User. Theyhave opened a project plan, and are attemptingto edit activities in an Activity Table view. Theyare unable to make any changes to any of theactivities.What could be the problem?a)They do not have sufficient securityin their Project Security Profileb)The project plan has been locked bythe Project Managerc)They are not assigned as a resource toany of the activitiesd)The Activity View has been modifiedto prevent editingFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #17Identify two methods of adding activities to aproject plan.a)Press Insert on the keyboard.b)Click File / New Activityc)Right-click and click Add Activityd)Click File / Add ActivityFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Topic 10: Creating RelationshipsObjectivesLevel Differentiate between the four relationship types Practitioner Create relationshipsLearnerOverview As part of scheduling and possibly compressing a schedule, anImplementation Consultant needs to be fully versant in theconcept of relationships between Activities, as well as the result inthe schedule of modifying relationships. Customers rarely have an understanding of project planning,apart from the more complicated issue of relationships andscheduling logic. They will have a lot of questions regarding relationships andtheir impacts to project schedulesTraining Options Primavera P6 Enterprise Project Portfolio Management8 Fundamentals Boot Camp Oracle University Training - Primavera P6 Rel 8.0 FundamentalsFor Oracle employees and authorized partners only. Do not distribute to thirdparties. 2011 Oracle Corporation – Proprietary and Confidential

Sample Question #18You have created a project plan in Primavera.You have estimated durations, and yourexpectation is that the project will be 6 monthsduration. You have scheduled the project plan.However, you

Identify different ways of setting up the EPS given varying business requirements Practitioner Overview The EPS is the first set of global data to be defined in a typical implementation. The Implementation Consultant must be able to understand how to define the EPS with the Customer.

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