Exam Title: Primavera P6 Enterprise Project Portfolio Management 8 Essentials
Exam Number: 1Z0-567
Exam Price: $245.00 More on exam pricing
Format: Multiple Choice
Duration: 120 minutes
Number of Questions: 84
Passing Score: 70%
Validated Against: This exam has been validated against 8.3 and 8.4

Associated Certification Paths
Passing this exam is required to earn these certifications. Select each certification title below to view full requirements.

OPN Certified Specialist
Primavera P6 Enterprise Project Portfolio Management 8 Certified Implementation Specialist

Take Recommended Training Courses

Complete one of the courses below to prepare for your exam (optional):

Primavera P6 Enterprise Project Portfolio Management 8 Essentials Exam Study Guide
Primavera P6 Fundamentals Rel17 (primary)
Primavera P6 Advanced Rel 17 (optional)

Additional Preparation and Information

A combination of Oracle training and hands-on experience (attained via labs and/or field experience) provides the best preparation for passing the exam.

Training Opportunities for Oracle Partner Network Members
Guided Learning Path: Primavera P6 Enterprise Project Portfolio Management 8 Implementation Specialist

Section 1: Introduction to Primavera P6 EPPM R8
Introduction to Primavera P6

Provide a high level overview of Primavera P6 and its role as an Enterprise Project Portfolio Management tool

Views

Customize a view

Creating a project

Create a project

Creating a Work Breakdown Structure

Define a Work Breakdown Structure

Scheduling

Describe float and its impact on a schedule
Calculate a schedule

Formatting Schedule Data

Group and Sort
Create and apply Filter

Assigning Roles

Assign roles to an activity
Assign rates on roles

Analyzing Resources

Display the Team Usage page
Format a profile and timescale

Baselining the Project Plan

Create and manage a baseline

Design an Enterprise Project Structure

Describe the types of problems that subqueries can solve
Define subqueries
List the types of subqueries
Write single-row and multiple-row subqueries

Design a Security Solution

Design and maintain a Security Solution

Design the Resource Breakdown Structure

Design and maintain the Resource Breakdown Structure

Design the Roles Dictionary

Design and maintain the Roles Dictionary

Design the Project Coding Library

Design and maintain the Project Coding Library

Design User-Defined Field Solutions

Design and maintain user-defined fields

Design Project Data Maintenance and Governance Solution

Design and maintain Project Data Maintenance and Governance Solutions

Define Administrative Preferences and Settings Solutions

Define Administrative Preferences and Settings

Design Activity Step Templates

Design and maintain Activity Step Templates

Manage Portfolios

Create and maintain Portfolios

Design Portfolio Chart Views

Design and maintain multiple portfolio views

Design Resource Capacity Planning Solution

Design and maintain Resource Capacity Planning Solutions

Design a Risk and Issue Management Solution

Design and maintain a Risk and Issue Management solution

Web-Based Reporting

Design and maintain web based reporting solutions

Resource Management

View the Administration Page
Level Resources
Convert a shared resource calendar to a personal resource calendar
Display the Assignments page in table, GANTT Chart and spreadsheet views

Risk and Issue Management Create a Risk

Create a Risk
Assign a Risk to an activity
Add a Risk response plan

Reporting via Oracle Business Intelligence

View a report, and then schedule it to run

Web based Application Administration

View enterprise data
View enterprise global data and create a global calendar
View enterprise global data and create a User defined field
View application settings
Create a new user

Data and Basic Navigation

Differentiate between enterprise and project-specific data
Open an existing project
Open a view

Enterprise Project Structure (EPS)

Describe the components that comprise the Enterprise Project Structure
Discuss the importance of the EPS
Identify different ways of setting up the EPS given varying business requirements

Modifying Project Information

Modify Project Information

Adding and Editing Activities

Add and Edit Activities
Creating Relationships

Assigning Constraints

Apply an overall deadline to a project
Describe the available constraint types
Apply a constraint to an individual activity

Roles and Resources

View the roles dictionary
Differentiate between Roles and Resources
Identify the differences between labor, non labor and material resources
View the resource dictionary

Assigning Resources and Costs

Assign resources by role
Assign labor, non labor, and material resources to activities
Adjust Budgeted Units/Time for a resource

Optimizing the Project Plan

Analyze schedule dates
Shorten a project schedule
Analyze resource availability
Analyze project costs

Section 2: Designing and Configuring Primavera Solutions in P6 R8 Project Execution and Control

Update the project schedule
Use Progress Spotlight
Status activities
Reschedule the project

Design an Organizational Breakdown Structure

Design and maintain an Organizational Breakdown Structure

Design a User Administration Process

Design and maintain a User Administration Process

Design the Resource Breakdown Structure

Design and maintain the Resource Breakdown Structure

Design the Resource Coding Library

Design and maintain the Resource Coding Library

Design an Activity Coding Library

Design and maintain an Activity Coding Library

Design a Calendar Solution

Design and maintain a Calendar Solution

Design Financial Management Solutions

Design and maintain a Financial Management Solutions

Defining Currency (Update in R8 Interface)

Define and configure currency solutions

Design User Interface Views

Design and maintain User Interface View Solutions

Design and Configure Portfolio Information

Design and configure portfolio information

Design Dashboards, Portfolios and Portfolio View Solutions

Design and maintain Dashboards solutions

New Resource Management Features in P6 EPPM R8

Utilize new Resource Management features in P6 EPPM R8

Design Project Templates

Design and maintain project template solutions

Section 3: What’s New in Primavera P6 R8.0

Project and Portfolio Management
View the EPS Page
Copy a Project
View auto refresh functionality for filtered portfolios
Use the Schedule Checker
Use the Schedule Preview
Restore a baseline
Convert a project to a baseline
Status activities in the General detail window
View enhanced filtering functionality
E-mail an activity view

Project Templates
Create a project from a template
Tailor a project using a WBS element from a template
Create a template from a project

Business Process Management
Use the Workflow portlet

Usability
Customize Toolbars
Customize a view using quick links on the toolbar
Display Details windows
Type ahead to display field values
Fill down

QUESTION 1
You are a portfolio manager, and a filter has been set to identity and assign projects to your
portfolio. You are in Primavera P6 EPPM web interface.
How could you be certain that the list of projects in your portfolio is complete?

A. By manually hiding projects
B. By manually adding new projects
C. By manually refreshing the filter
D. By manually updating projects

Answer: C

Explanation: The result of filter can be refreshed to ensure that the most current information is displayed.

QUESTION 2
A Physical % complete activity has an original duration of 10, and a remaining duration of 10. The
actual start is assigned to the activity. Physical % is updated to equal 80%. What is the remaining
duration for this activity?

A. 80
B. 10
C. 2
D. 8

Answer: D

Explanation: Assuming Physical initially is equal to 100%, we get Remaining duration updated to
80% of original Remaining Duration, that is 80% of 10, which equals 8.

QUESTION 3
Select two true statements about the Portfolio Analysis tab in Primavera P6 EPPM.

A. Conducts a side-by-side comparison of an unlimited number of portfolios
B. Conducts a side-by-side comparison of two projects
C. Conducts a side-by-side comparison of two portfolios
D. Conducts a side by-side comparison of one project displayed in different views
E. Conducts a side by-side comparison of the same portfolio displayed in different views

Answer: C,E

Explanation: Note: Creating Projects on the Portfolio Analysis Page
Generally, you create projects while working on the EPS page in the Projects section of the
application. However, it is also possible to create what-if projects while analyzing portfolios. During
the process of evaluating a portfolio, you will often want to capture a new project idea. To create a
project on the portfolio analysis page:
1) Click Portfolios.
2) On the Portfolios navigation bar, click Portfolio Analysis.
3) On the Portfolio Analysis page:
a. Make sure you are working with the primary portfolio (at top or left) and not the comparison set for the next steps.
b. In the Scenario list, select a scenario for your analysis.
c. In the View list, select a portfolio view scorecard.
d. In the scorecard, select a row where you want to add a new project.
e. Click Add Project.
4) For the first project you create, if defaults are not already set, the Add Project dialog box appears:
a. Select a default Parent EPS element.
b. Select a default Responsible Manager.
c. Click Select.
5) On the Portfolio Analysis page, click Save. Tip You can change the what-if project’s Project
Status field value on the General detail window of the EPS page. For example, you may later want
to change a project from What If to Planned status. Note 2: A portfolio is a collection of projects.
Group projects into portfolios so you can easily view data from more than one project at a time.
Reference; P6 EPPM User’s Guide, Creating Projects on the Portfolio Analysis

QUESTION 4

Identify two formats available in the Capacity Planning chart.

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

Answer: A,C
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

QUESTION 5
You are working with a customer that has had Primavera P6 running in a global instance for four
years the customer has asked you to come in and review the instance to identity opportunities for
optimizing the system. As you look into the coding libraries, you see much duplication of project
codes. You recommend that the customer come to consensus on the duplicate codes and values,
and then eliminate the redundant codes.
What functionality should you utilize to minimize the potential disruption to the user base?

A. Send out communication that the codes will be eliminated.
B. Eliminate the codes and manage usage issues by exception.
C. Document, usage of each code and value in filters and views.
D. Merge the codes rather than eliminating them.

Answer: D

Explanation:
Note: Project Codes allow for grouping, sorting, and filtering projects. They are used
extensively and allow you to organize your project in many ways, particularly for
reporting and when performing portfolio analysis (See Chapter 11, Portfolios). Think
of codes as categories or labels; they can be used individually or in combination to
group or give totals for different categories in reports or portfolios.
Reference: Oracle Primavera P6, Assign, revise, or remove project codes

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