Considerations When Upgrading from P6 EPPM 7.0 or Earlier to P6 EPPM 8.

2 For legacy users of Primavera P6 Enterprise Project Portfolio Management, you will notice many changes when upgrading fro

P6 Web Changes P6 is the interface to use for administrative tasks instead of the Project Management (as it was for 7.0 or earlier). It is web-ba In P6, you can do most things you could do in the desktop client for previous releases. P6 EPPM includes a version of the desk P6 Professional can be used one of two ways: It can be included with P6 EPPM as a desktop client that connects to the P6 EPP

Job Services Changes All job services can now run on-demand and in real-time in P6. For example, you can run the following jobs on demand: Reca You can no longer run recurring job services in P6 Professional for P6 EPPM. To access this functionality in P6 Professional for

Reporting Changes In R8.2, P6 now has additional tables (P6 EPPM Extended Schema) that support reporting directly from the P6 database. Repo

Workflow Changes If you are a current jBPM user and upgrade to P6 EPPM R8.2, workflows and reviews data will not be available. You might wa You can now use Oracle BPM 10g or 11g for workflows and reviews.

Content Repository Changes If you are a current Apache JackRabbit user and upgrade to P6 EPPM R8.2, JackRabbit documents data will not migrate autom You can use Oracle Universal Content Management or Microsoft SharePoint for your content repository. Methodology Management and Project Architect Changes In P6 EPPM R8.2, Methodology Management and Project Architect have been removed and replaced with Project Templates

P6 Team Member Mobile and E-mail Statusing Service P6 offers different ways to update status. Team Members can update their status with P6 Team Member for iPhone, P6 Team If users need to use timesheets, they should use only P6 Progress Reporter and avoid using P6 Team Member Web, P6 Team

Upgrade Considerations You should consider upgrading to P6 EPPM R8.2 if any of the following are true: You have a larger pool of users (more than 50) and plan on adding more in the near future. Your users need to use a web interface. You use Progress Reporter to record actuals via timesheets. You require statusing through mobile, web, or e-mail. You require a Content Repository. You need to use workflows (Oracle BPM). You require API and Web Services interfaces for integration and customization. You require advanced reporting features. You require advanced portfolio and resource management capabilities. Your projects require integration with ERP systems. You should consider upgrading to P6 Professional R8.2 (workgroup/standalone) if any of the following are true: You have a smaller pool of users (about 35-50), who are primarily Project or Resource Managers, and do not plan on adding m You do not require a web deployment. Many of your users are contractors and frequently perform their work offline.

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many changes when upgrading from 7.0 or earlier to R8.2. The following lists changes to be aware of when upgrading to the P6 EPPM R8.2

was for 7.0 or earlier). It is web-based and was called P6 Web Access in previous releases. In P6, you will now find global dictionaries, adm PPM includes a version of the desktop client that connects to the main P6 EPPM database. In R8.2 the desktop product included in P6 EPP client that connects to the P6 EPPM database. Or it can be licensed as a separate suite. The suite, called P6 Professional Project Managem

e following jobs on demand: Recalculate Assignment Costs and Store Period Performance. You can also run the following on-demand serv unctionality in P6 Professional for P6 EPPM, you will have to use the Windows command line interface to run batch reports and export pr

rectly from the P6 database. Reporting in P6 allows for near real-time reporting, improved storage, BI Publisher 11g support, SQL server s

will not be available. You might want to close out all workflows and reviews that are in progress before upgrading to P6 EPPM R8.2.

ments data will not migrate automatically. Refer to My Oracle Support's Knowledge Articles for information on migrating JackRabbit docu nt repository.

replaced with Project Templates in P6. Since Project Architect has been removed, you will need to convert your methodologies to projec

eam Member for iPhone, P6 Team Member Web, or through E-mail Statusing Service. P6 Team Member Web, P6 Team Member for iPhone, E-mail Statusing Service, or P6 to update their status.

e following are true: agers, and do not plan on adding more in the near future.

be trademarks of their respective owners.

en upgrading to the P6 EPPM R8.2 release.

now find global dictionaries, administrator settings, and security privileges, and you can create jobs. esktop product included in P6 EPPM is called P6 Professional. If you are using P6 EPPM, P6 Professional supports your offline needs. d P6 Professional Project Management, continues to be a separate product that can work standalone or for workgroups (see below for gu

run the following on-demand services as scheduled services in P6: Summarize Project, Schedule Project, Level Project Resources, Apply Ac o run batch reports and export projects as a service. Or you can run all your job services in P6.

ublisher 11g support, SQL server support, and improved security. When you install your database, you will create a new user, PX Reportin

pgrading to P6 EPPM R8.2.

ion on migrating JackRabbit documents to Oracle Universal Content Management. Oracle recommends that you migrate the data before

vert your methodologies to projects before you upgrade, then convert your projects to templates in P6 after you upgrade.

supports your offline needs. for workgroups (see below for guidelines). You can use import and export to move projects between the P6 EPPM and P6 Professional da

Level Project Resources, Apply Actuals. You can also configure a separate server for job services.

will create a new user, PX Reporting User, which will allow you to run reports in P6.

that you migrate the data before upgrading to R8.2.

after you upgrade.

e P6 EPPM and P6 Professional databases.