In P6-Reporter, the Portfolio Summary Self-Serve Dashboard provides easy access to portfolio level information. In the screen shot below, the user has summary information for all the projects in the portfolio displayed. Across the top of the dashboard are easy-to-use filters allowing the user to filter for exactly the information they need to focus on if the entire portfolio is not their current focus requirement. The report date indicates the snapshot information being displayed, and the user can filter for other snapshots if required. Previous snapshots remain available for display. Keep in mind, the snapshot process can be automated or manual.

In P6-Reporter, the Resource Allocation Dashboard provides a portfolio level resource roll up. View over allocated hours (top left), all portfolio projects the selected resource is assigned to (bottom left), the portfolio resource profile (top right), and the portfolio projects and activity assignments in those projects via a Gantt view (bottom right).

When your team uses TAPS to complete updates in your turnaround schedule, you have access to TAPS information that is not OOTB in P6. Complete the updates and then from P6 you can display the TAPS update information in a report or layout. Although that route is workable, there is an easier way.

When you update your schedule, do you run your many reports out of P6? Or do you use another strategy? You can create layouts and reports that clearly indicate the activities requiring specific equipment, comparison to previous updates, and much more right out of P6. By providing your team with self-serve dashboards, those same reports can be included in Emerald’s P6-Reporter dashboards, giving your team access to all their required reports, automatically updated from current snapshots in a very easy to use format. Our self-serve dashboards give your team quick access to easy to digest report information so your team is all on the same page.

How do you track and report cancelled work in your project? By using EP-datawarehouse and snapshots of your project you can not only view cancelled work but also monitor it over time using project snap shots. I have pulled many reports on cancelled work during project execution and after project completions. But can you easily access and present this information?

Does your turnaround self-serve dashboard(s) display easy to digest information on your turnaround’s current status? Does your team know where to look and what to look for to stay updated on progress?

If you’re still building your green up reports using Excel, there’s an easier way.

As you’d likely expect, EP-datawarehouse delivers you data in tables that represent your common P6 items: Projects, Activities, Resource Assignments, and Resources. There’s a lot you can do with these, but to create great reports, you’ll often want to manipulate these tables too:

• prepare the data, so it’s ready to feed your visuals
• prepare the data, so it can describe relationships between your data
• reduce the amount of information being passed in so that your reports are light and responsive

We have our project portfolio in P6. How can we quickly and easily access project information to see how the projects in our portfolio are progressing? Can we easily see where there are issues that need our attention? We can with self-serve dashboards in Power BI.