1Z0-567 Exam - Primavera P6 Enterprise Project Portfolio Management 8 Essentials

NEW QUESTION 1
Your customer wants to take advantage of capacity planning in portfolios. The customer would like to use generic resources, because they have greater flexibility to respond to changing costs by resource by location. In fact, they would prefer not to set up any roles at all in the database, because they perceive generic resources and roles to be duplicate effort. What would an appropriate response be to this customer?

• A. Use generic resources in Capacity Planning view, because they have greater ability to respond to changing costs.
• B. User generic resources for project financials, and mirrored roles for capacity planning.
• C. Use roles for planning and project financials to eliminate duplicate data maintenance.
• D. Integrate with HR systems to obtain automated generic resource pricing updates.

Answer: B

NEW QUESTION 2
You are an implementation consultant working at a company where project schedules have been managed primarily with Microsoft Project, on individual desktops. The "projects" theoretically have been multiple-year projects. Your scope of work includes migrating project data from legacy project plans and setting up project planning standards. As you look into the current Microsoft Project plans, it becomes clear that the projects are not really multi-year projects. The plans have been managed by creating "new" projects within the old projects by skipping a few lines in what has become more of a program history.
What approach would you recommend to retain the legacy data (which is a mandated requirement in the new Primavera system), while moving forward with a "one project, one plan" process?

• A. Import all MS Project plans directly into the P6 production database "as is."
• B. Import MS Project plans but break out current in-flight work into separate projects.
• C. Create new projects only for in flight work identified in MS Project plans.
• D. Retire legacy project plans and start with new project planning standards.

Answer: B

NEW QUESTION 3
By default, a role's limit is determined by ____.

• A. the manually entered value on the Limit tab in the Role Dictionary
• B. the combined limit of all resources assigned to the role
• C. the combined limit of all primary resources assigned to the role
• D. the combined limit of all primary resources assigned to a project

Answer: A

Explanation:
By default, role limits are calculated based on the limit defined for each role’s primary resource, which may not accurately reflect a role’s planned allocation.
Reference; Oracle Primavera P6 Project Management, Reference Manual, Define role limits

NEW QUESTION 4
Identify two formats available in the Capacity Planning chart.

• A. Stacked histogram
• B. Pie
• C. Area
• D. Variance
• E. Cost

Answer: AC

Explanation:
Working with the Capacity Planning Page
Use the Capacity Planning page to perform What-if analysis, graphically change project forecast dates, and apply waterline analysis techniques to assist with critical, executive- level decision making. Before assessing capacity or demand on resources, create resource and role estimates for each project. During your analysis, you can create and update scenarios that provide varying snapshots of project and role allocation data. After conducting your analysis, you can create new portfolios containing only the projects that meet your planning criteria.
When you choose to display a stacked histogram (A), area chart (C), or spreadsheet, the Capacity Planning chart displays the total at completion units or costs over time for the combination of selected roles and projects. Each of these charts contains the same information in different formats with a data stacking option for the projects and roles you select.
Reference: Oracle Primavera P6, Working with the Capacity Planning Page

NEW QUESTION 5
You are a P6 administrator. You have received a change request against a configured global dashboard, involving the addition of a portlet.
How would you make this change?

• A. Customize the user interface view
• B. Customize the Portfolio view
• C. Customize the dashboard
• D. Customize the layout

Answer: C

Explanation:
Add the portlet to the Dashboard.
Note:
* Dashboards are created with up to 12 windows of data called Portlets
* Dashboards build upon those analysis tools and present project and portfolio information in a
way that is easy to set up and use. These dashboards can be customized and assigned so that specific users or groups of users can see the same information when they log into the system. Dashboards can be configured to suit individual needs or literally get everyone on the same page.

NEW QUESTION 6
Yon are working with a customer that has had a legacy Primavera release installed and running in their environment for four years, the CIO tells you that the current EPS does not show the data the way he would like to view it, and, therefore, he would like to restructure the entire EPS.
Before proceeding, what four options would you present to the CIO so that organizational Impacts are eliminated?

• A. Modify the EPS.
• B. Identify the reporting requirements.
• C. Restructure the OBS.
• D. Add project codes
• E. Modify global filters.
• F. Create user-specific filters.
• G. Modify Group and Sort.

Answer: ABDE

Explanation:
E: Global filters are made available to anyone working in the database,

NEW QUESTION 7
Identify the true statement regarding the EPS page in P6 R8.

• A. You can copy a project on the EPS page and paste it into another EPS node.
• B. You cannot copy projects on the EPS page - this must still be done in the Client.
• C. Any user can now copy projects on the EPS page regardless of the user's Security profile.
• D. Only application administrators have the privilege to copy/paste projects.

Answer: A

Explanation:
Note:
* Enterprise Project Structure (EPS)
The EPS is the outsider's view of your company, showing your lines of business. The EPS is laid out in a tree structure.

* Simply put, "enterprise" means information that is shared across all projects.

NEW QUESTION 8
You are a project manager working with a cross-functional project team. The project spans multiple years and has 25000 activities owned across these cross-functional teams. The team leads for the functional teams do not want to view activities outside of the ones that they own.
They have asked you to find a way for them to only see their activities.
Identify three P6 EPPM features that would help you respond to this requirement.

• A. Create project activity code for team
• B. Values = team names.
• C. Group and sort by project activity code within the common activity view.
• D. Create filters built on project activity cod
• E. Values = team names.
• F. Create a generic resource for each team, and assign to each owned activity.
• G. Create an activity view for each team, filtering on team owned activities.
• H. Group and sort by generic resource within an activity view.

Answer: ADE

Explanation:
Note:
* Activity codes help to sort, filter, and group activities.
* If you mainly work in one project, then it can be helpful to filter by project by default.

NEW QUESTION 9
Identify three best practice uses of Notebook topics.

• A. To document processes
• B. To explain a constraint
• C. To send out an email alert
• D. To explain baseline update
• E. To change user access
• F. To update actual costs
• G. To provide status information

Answer: ABG

Explanation:
A, G: The Project Notebooks portlet is where all the project level notebook topics
are shown in one location. This is especially helpful if your business process is consistently used to show reasons for delays, reasons for change orders, or other significant project communications.
B: Primavera has functions, including Notebook, that enables you to note information associated with an activity, including the reasons associated for establishing a constraint. Note:
* Notebook topics are predefined categories in P6 that help to organize your project notes.
* The notebook topics in Primavera P6 provide team members with a history of all that happened in the project, whether it was a schedule delay due to rain or the breakdown of equipment.
* Notebooks exist not only for Projects, but also can be added to any EPS, WBS, or activity. So, for example, you could create a notebook that describes the purposes and objectives of each WBS element. These notebooks could then be gathered together in a report, which outlines the project by WBS, using the notebooks as summary paragraphs.

NEW QUESTION 10
Identify the key benefit of the Plan Resources view.

• A. You can create resource staffing scenarios using waterline analysis.
• B. You can identify staffing shortfalls within detailed project plans.
• C. You can view and analyze resource allocation without assignments to activities.
• D. You can view and assign resources mapped to appropriate roles with the highest skills.

Answer: C

Explanation:
Note:
* You can delete a financial period that has high-level assignment planning values (as entered on the Plan Resources page of P6) as long as the financial period does not contain past period actuals. When you delete a financial period that has high-level assignment planning values, the values are deleted as well.
* View options for including assignments made in the Plan Resources view in other allocation related view in Primavera

NEW QUESTION 11
You are in a governance organization that has established a project management methodology with work product and document requirements that must be included in every project. You want to create s global activity view that includes a filter to show only activities that have required work products and documents as per the methodology. Identify three actions that would help you to accomplish this.

• A. Create a Secure Global Activity Code.
• B. Create a Global Security Privilege for the Governance organization.
• C. Create a Global Governance Activity view.
• D. Group and sort by Governance deliverable.
• E. Create a filter available to the Governance organization.
• F. Create a custom portlet for a Governance dashboard.

Answer: ACE

Explanation:
Filter on the Global Activity Code and display in the activity view.

NEW QUESTION 12
You are creating a new portfolio scenario. You are attempting to save it for all users, but the selection is unavailable (grayed out).
What is the cause?

• A. You have insufficient global security privileges.
• B. You have Insufficient project security privileges.
• C. You have insufficient portfolio security privileges.
• D. You have insufficient user security privileges.

Answer: A

Explanation:
Global profiles:
Define a user’s access to application-wide information and settings, such as the enterprise project structure (EPS), resources, roles, and cost accounts. Each user must be assigned a global profile. Incorrect answers:
B: Project profiles
Define a user’s access to project-specific information. It is not required that each user be assigned a project profile; however, users cannot access projects unless they are assigned: a project profile, the global profile Admin Superuser, as a resource assignment when they are a project owner, or as a resource assignment when they have Team Member module access.
Reference; P6 EPPM Administrator’s Guide, Security Concepts in P6 EPPM

NEW QUESTION 13
When is "Store Period Performance" usually performed?

• A. After each pay period
• B. After the schedule is updated
• C. After Job Services validation
• D. After working hours to enhance performance

Answer: A

Explanation:
Storing of Period Performance
When billing in Excel (AIA form) or in the P6 schedule the current billing period amounts must be “rolled” or moved to the Previously Billed or Actual Cost categories before starting a new billing period.
When the billing has been approved and finalized in the AIA form it can be copied to a new file for use in the next billing period. To “roll” or clear out the This Period amounts in Excel, the current period amounts will have to be added into the Previous Application column cells. This creates a starting point for the new billing period.
Note:
In P6, by default, actuals will be distributed evenly across time periods. For example, we set up an activity to start the first day of May, and we have actuals for the month of May of 15 hours. We have actuals for the month of June of 25 hours. P6 will display this as 20 hours for May and 20 hours for June. To get the exact amount of hours for each month, you have to store period performance. To do this, take the following steps:
1.) Set up your financial periods:
Select Admin, Financial Periods from the Menu Bar
You can either add your financial periods manually, or set up a batch run by entering the start date and end date and how often the period should be created.
2.) Enter your actuals for the resource into the column, Actuals This Period. It will also put the same amount in the Actual Units Column; at the end of May, Actuals This Period would have 15 hours, as would Actual Units.
3.) When you are done with the update, do Tools, Store Period Performance. This will move the Actuals this Period to the appropriate financial period and zero out the Actuals This Period column. At the end of June, enter 25 hours in Actual This Period. Actuals This
Period will have 25 hours and Actual Units will have 40 hours. 4.) To view the financial periods, do the following:
Click Edit, User Preferences Click on the Application Tab
Enter the Financial Periods that you would like to view.
In the Activity Window, add the financial period columns (they will start with the financial period).

NEW QUESTION 14
The two global profiles that are hard-coded in the system and cannot be deleted or changed ____ and ____.

• A. Project Manager
• B. System Administrator
• C. IT Administrator
• D. Admin Super User
• E. Resource Manager
• F. No Global Privileges

Answer: DF

Explanation:
In addition to any global profiles that you define, P6 provides two predefined global profiles: Admin Superuser and No Global Privileges.
Reference: Application Level Security

NEW QUESTION 15
You are an implementation consultant responding to the requirement that a cost account structure be set up in Primavera to be able to receive actual costs incurred by each contributing organization. There is also a cost account structure set up in the customer's financial management system (FMS).
What would be the easiest long-term recommendation for setup and maintenance of the cost account structure?

• A. Set up a cost account structure in Primavera that mirrors the FMS, and manually manage changes.
• B. Set up a cost account structure in Primavera and a global project code to map to FMS for Integration.
• C. Do not set up the cost account structure, and receive costed actuals only from the FMS.
• D. Set up integration between Primavera and the FMS to maintain all ongoing costing data.

Answer: C

Explanation:
It refers to the existence, in the structure, to the cost account structure for FMS.
Integrate Primavera P6 EPPM with the Financial Management system.

NEW QUESTION 16
Select the true statement regarding role proficiency.

• A. The numbers and values can be customized.
• B. User-defined fields can be substituted for numbers and values.
• C. The numbers and values cannot be customized.
• D. Global resource codes can be substituted for numbers and values

Answer: C

Explanation:
Resources: Roles
A number of roles can be set for the resource, with one role set to be the primary (default) role.

On this tab you can also assign a resource's proficiency in a given role. This skill level ranges from 1 - Master to 5 - Inexperienced and can be used to select the right person with the right level of skills for a given task.
Note: Example:
The Search icon is new. This one lets you search and locate resources using a sophisticated filter. You can search on a wide range of criteria, including date range, role, proficiency.
For example, in the following screenshot we are searching for all resources with Developer as the Primary Role with Proficiency of Master

Note 2: A resource skill level is a resource’s role proficiency.

NEW QUESTION 17
In your project, cost and work effort is not subject to change. Which duration type should be used?

• A. Fixed Units
• B. Fixed Duration and Units/Time
• C. Fixed Units/Time
• D. Fixed Duration and Units

Answer: A

Explanation:
Cost and work is here least flexible. If total work effort or fixed costs are most important, choose Fixed Units.
Note: Working with Duration Types Duration type options
Duration type determines whether the schedule, resource availability, or cost is most inflexible when calculations are performed to reflect activity progress. Duration type affects update calculations only when resources are assigned to an activity.
Choose a duration type based on which factor is the most important, or least flexible, in planning your project.
If schedule is most important, choose Fixed Duration and Units/Time or Fixed Duration and Units.
If resource availability is most important, choose Fixed Units/Time.
If total work effort or fixed costs are most important, choose Fixed Units.

NEW QUESTION 18
You are meeting with a customer and demonstrating the Resource Assignments GANTT view. What data will you be highlighting?

• A. Tabular-formatted data showing codes and attributes
• B. Timescaled resource assignment data
• C. Timescaled project and resource data
• D. Timescaled cost and resource data

Answer: B

Explanation:
Note: See 5a below.
Customizing the Resources Assignments Gantt Chart Bars
Customize the settings for the Gantt chart view on the Resources Assignments page. You can set features for up to three bars per assignment.
To customize the resource assignments Gantt chart bars:
✑ Click Resources.
✑ On the Resources navigation bar, click Assignments.
✑ On the Assignments page, click View "" and choose Gantt Chart Options.
✑ In the Customize Gantt Chart Options dialog box, click the Bars tab.
✑ On the Bars tab:
Note: Set at least one bar to Current Bar.
* Current Bar - Shows a bar that spans the early start date/actual start date to the early finish date/actual finish date for each assignment. For a Current bar, you can select an additional option for showing the progress of activities.
* Late Bar - Shows the late start date to the late finish date of an assignment. A Late bar does not display if the project has not been scheduled.
* Plan Bar - Shows the planned start date to the planned finish date of an assignment. This bar is used for simulating the outcome of the project schedule as part of project planning. Etc.
Reference: Oracle Primavera P6, Customizing the Resources Assignments Gantt Chart Bars

NEW QUESTION 19
You are a program manager reviewing portfolio performance data. You see that many issues are assigned to a "responsible manager."
What does "responsible manager" mean with Primavera P6 EPPM?

• A. The person responsible for resolving the issue
• B. The person who identified the issue
• C. The element from the OBS associated with the issue
• D. the manager to which the issue has been assigned

Answer: D

Explanation:
Your organization, from top-level personnel down through all levels. You can associate the responsible managers with their areas of the EPS— either nodes or individual projects. When you associate a responsible manager with an EPS node, any projects you add to that branch of the EPS are assigned that manager element by default.
Note: Note: When you associate a responsible manager with an EPS Node, any projects you add to that branch of the EPS are assigned that manager element by default. When you create a user, you have to give them Responsible Manager assignments in order for them to see projects. Your EPS and your OBS need to have a one-to-one relationship. If you give a user a Responsible Manager assignment (OBS) that is not tied to an EPS, Project or WBS level, they will not see any projects when they log into the Primavera Client application or the Web Application.

NEW QUESTION 20
You are an executive that wants to review portfolio data for a high-risk/high-priority group of projects. You go to Portfolios in Primavera P6 Web. However, the data shown is not the correct portfolio. What should you do to correct this problem?

• A. Manage the desired portfolio.
• B. Open the desired portfolio.
• C. Filter the portfolio in a dashboard.
• D. Create a user portfolio view.

Answer: C

NEW QUESTION 21
Your customer's project managers are at a very low level of skill/maturity. Your scope of work includes the creation and management of schedule standards, usage of work products and documents, and schedule-variance tracking to improve estimation processes. Work out of scope includes risk and issue management. You have decided to modify a user-interface view for the project managers.
Where do you remove access to risk and issue management?

• A. Remove the Risks and Issues portlets from dashboards.
• B. Remove Risk and Issues from the global security profile.
• C. Remove Risk and Issues from the Protects section.
• D. Remove Risk and Issues licenses.

Answer: C

Explanation:
We remove these two specific portlets (Risk, Issues) for the Dashboards which are used by the Project Managers.
Note:
* Dashboards are created with up to 12 windows of data called Portlets
* Dashboards build upon those analysis tools and present project and portfolio information in a
way that is easy to set up and use. These dashboards can be customized and assigned so that specific users or groups of users can see the same information when they log into the system. Dashboards can be configured to suit individual needs or literally
get everyone on the same page.

NEW QUESTION 22
Where are workflows accessed?

• A. In portfolios
• B. In the EPS
• C. In the dashboards
• D. In the workspace

Answer: C

Explanation:
The Workflow portlet is displayed in a Dashboard. Example:
1) Setup and Configuration: After your administrator sets up BPM, configure a dashboard to display the Workflows portlet.
2) Action Required Tab: This tab shows the tasks that are important to you (the currently logged in user).
3) My Workflows Tab: This tab enables you to view all workflows according to role and status filters you can set.
4) Initiate a Workflow: Click Initiate a Workflow to start a new instance of a workflow based on a predesigned template.
Note:
When a specific user or any user assigned to a role or group logs into P6, the Workflows portlet on their dashboard will display their relevant tasks at this stage of the workflow, as authenticated by BPM.
Reference: Oracle Primavera P6, Working with Workflows in P6

NEW QUESTION 23
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