One feature that separates Primavera P6 Enterprise Project Portfolio Management (EPPM) from other scheduling software is the Enterprise Project Structure (EPS) that organizes projects for the entire organization. Project codes support EPS reporting.
The EPS is like a double edged sword. It is great have data on all the projects in the organization. But the EPS may become cluttered and burdened with numerous projects of minor significance to the organization.
Project codes are a way to organize and report on projects by your specified criteria. In this way upper management can focus in on the most relevant projects in the company’s portfolio.
This article demonstrates how to create and assign project codes to projects in support of filtering and reporting efforts.
To create project codes we need to activate the Enterprise Data feature, Figure 1.
Choose Project Codes in the Projects grouping, Figure 2.
Select Add Code, Figure 3.
In Figure 4 we enter the code name, Region.
Then we make the maximum code length 20 characters, Figure 5.
Next we select the add code value icon, Figure 6.
Figure 7 displays the code values for the region project code.
In Figure 8 we display the project status and region of each project.
We populate the region project code values, Figure 9.
Figure 10 displays the EPS with a populated region project code.
Now that we have created and assigned our project code, let’s create a filter to capture relevant projects. Select the Filter icon and then Add Filter, Figure 11.
Create a filter to capture all MidEastern Projects that are In Process, Figure 12.
In Figure 13 we apply the filter.
To hide empty nodes select the group by icon and toggle hide if empty, Figure 14.
The final EPS report displays similar to Figure 15.
Primavera P6 EPPM supports the creation and assignment of project codes. Project codes help upper management consider the sum total of projects, but focus in on a select few. Primavera P6 EPPM comes with many preconfigured project codes. And schedulers can create new project codes to support their specific reporting requirements.