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All commands executed by toolbar icons can be accessed from three menus. Select the three menus.
A. Action
B. Copy
C. Edit
D. Paste
E. View
F. Remove
G. Modify

Correct Answer: ACE Explanation
A: Note: To facilitate a streamlined, role-specific configuration of P6 Web Access, your administrator can assign you to a user interface view that corresponds to your role and work processes in your organization. The tabs, tab icons, and action menu items that you can access in each section of P6 Web Access, and the order in which they appear, depend on your user interface view settings
C: The Edit menu is a standard Windows menu that lets you do common actions such as cut, copy, and paste.
E: The View menu is quite extensive, and the items available vary as you view different modules.
When you log into P6 the first time, you should be presented with a screen similar to the following screenshot:
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.

Correct Answer: ABDE Explanation
E: Global filters are made available to anyone working in the database,
What is the significance of the “Summarize project based on detailed activity resource assignments” setting?
A. Summarized project data will reflect top-down plans.
B. Summarized project data will reflect bottom-up plans.
C. Summarized project data will reflect integrated actuals.
D. Summarized project data will be monetized.

Correct Answer: B Explanation
Use the Detail Activity Resource Assignments option for in-progress projects when you want to review detailed activity-level summarized data, for example, for
earned value reporting.

Note: `Summarize Project Based on’ determines whether the Summarizer calculates and displays rolled-up data based on resource assignments at the activity or
project level. Note 2: You can summarize project data to a specific WBS level when calculating and maintaining summary data.
You are a project manager addressing risk responses in your Risk Register. As you created your Risk Register, you also created multiple mitigating/response plans for each risk. Identify the functionality that will indicate which response plan is primary.
A. Response plan marked Active
B. Response plan with the closest start date
C. Response plan with lowest cost
D. Response plan marked highest priority

Correct Answer: A Explanation
Response Plan row: Create one or more response plans while you are in the planning phase and indicate the response type. When you have analyzed your
response options, choose one response plan by selecting the Active option next to the appropriate response plan.

In the example below, two response plans have been created for the Concrete supply constrained risk. The first plan is to accept the risk and take no action; the
second plan is to reduce the impact of the risk by contracting with alternative suppliers. You can see this second plan was selected as the plan of choice.
A risk register and risk scoring matrix provide a system for monitoring and tracking risks.

Rather than having a single response, you can create multiple responses to a risk.

Once you have established your risks, you can view the Probability and Impact Diagram, which shows how the risks are coded. Several pre-defined PID matrices have been provided from which we can choose.

Where are risk response plans captured?
A. In the Risk Scoring Matrix
B. In the Activity Notebook for Risk
C. In the Risk Register
D. In the Project Notebook for Risk

Correct Answer: C Explanation Explanation/Reference:
The Response Plans detail window is the area in the risk register where you create plans for handling the identified risks. Once you have identified which project
risks need further action, create a response plan and assign response plan action items for each risk to reduce the negative impact on the project.

Example below:
You received an e-mail from a portfolio manager asking you to check performance metrics for the past months on each of the projects filtered for that portfolio.
You cannot locate the portfolio that the email references.
What is the probable cause?
A. It is a user portfolio created by the portfolio manager.
B. It is a user-filtered portfolio that has not been refreshed.
C. You do not have the appropriate license for the web interface.
D. You have not been assigned as a resource to the projects.

Correct Answer: B Explanation
Identify the best definition of the EPS.
A. The hierarchical definition of project budgets and actual costs.
B. The hierarchical definition of reporting structures.
C. The hierarchical structure of the security for projects.
D. The hierarchical structure of the database of projects.

Correct Answer: D Explanation
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.
The EPS is used to organize and manage the projects in your organization. Your database of projects is arranged in a hierarchy called the enterprise project
structure (EPS).

Identify the true statement regarding user-interface views.
A. Deleting a user-interface view that has assigned users could cause user issues.
B. Each user may be assigned to multiple user-interface views.
C. User-interface views overwrite project and global security profiles.
D. User-interface views are created and managed by individual users.

Correct Answer: B Explanation
A user interface view is a customized view of the Dashboards, Portfolios, Projects, and Resources sections of P6 Web Access typically associated with a role.

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?

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QUESTION: 1 Your client wants you to help them define their business units. Which statement is TRUE regarding business units?
A. Business units coded with a ‘BS1 in the Business Unit type field cannot be used for income statement accounts.
B. Business units do not allow category codes.
C. Business units are duplicated in each company.
D. Business units are the lowest organizational reporting level for your company.
E. Business units do not allow level of detail.
Answer: D
A client uses multiple banks’ accounts in their Accounts Payable System. The client wants the correct bank account number to be supplied by the system when they enter vouchers. What is the best choice to accomplish this function?
A. Set up bank account information to override PB.
B. Set up G/L offset in the Supplier Master and set up PCyyyy only.
C. Set up G/L offset in the Supplier Master and set up PByyyy and Pcyyyy.
D. Set up 6/L offset in the Supplier Master and set up PByyyy only.
E. Set up G/L offset hi Supplier Billing and set up PByyyy and PCyyyy.
Answer: D
Which three statements are TRUE about Visual Assists?
A. A Visual Assist Is available for all entry fields in JDE.
B. A Visual Assist will automatically populate the entry field with the correct value.
C. A Visual Assist will guide the user in selecting a valid value for an entry field.
D. A Visual Assist is not always available for all entry fields In JDE.
E. A Visual Assist will reduce the errors made during data entry.
Answer: C


You ran the application A/R Statistical History Update program (R03B16A). Which table does the system use to display information on the Account Statistical Summary Form?
A. F03B11
B. F03B21
C. F03B15
D. F03B16
E. F03B16S
Answer: C

Which of the following statements is TRUE about processing options?
A. When a report run is finished the processing options will be restored to the default value.
B. Changes made to processing options are logged for future reference.
C. The user can perform an audit trail on processing option changes.
D. Access to processing options cannot be secured.
E. Changes made to processing options will be saved immediately.
Answer: A

Your client ran the Batch to Detail & Out of Balance” [R007031] integrity report and requires assistance In interpreting the report. What two processes does the Batch to Detail & Out of Balance integrity perform?
A. Ensures that the intercompany is in balance.
B. Lists companies that are out of balance.
C. Updates the batch status of a batch header record to D if the detail records in the Accounts Receivable Ledger, Accounts Payable Ledger, and Account Ledger batches are posted, but the header record has an unposted status.
D. Deletes batch header records with no detail records.
Answer: B QUESTION: 7

Your client needs assistance in setting up allocations for the company. When you review allocation journal entries, the allocations review displays only batches with the batch type ; if you make changes to the batch, the system updates the ; and ; tables.
A. A, Batch Control, Account Ledger
B. A, Account Ledger, Account Balance,
C. G Account Ledger, Account Balance
D. D, Batch Control, Account Ledger
E. D, Account Ledger, Account Balance
Answer: C

You are going through the month end close process. How should you correct missing batch header records?
A. On the Batch Header Revision form, add the batch header record again.
B. Use the Universal Table Browser to add missing batch header records.
C. Repost the batch to reattach the batch header record.
D. Run the global batch program to assign batch header records to detail records.
E. On the General Journal Review form, type the batch header record into the grid
Answer: A

A client needs to print attachments as part of payments. Where do you set the processing option to turn on “print attachments”?
A. Create Payment Groups
B. The Speed Release program
C. Work with Payment Groups
D. Cash Requirements program
E. Payment instrument defaults

Answer: E

Your client wishes to run Calculate Withholdings Report In preparation for the payment process. For the Calculate Withholding program to select a voucher, what must the voucher’s pay status be?
A. A
B. %
C. W
D. H
E. #
Answer: E

Which three statements related to the Journal Entry Reversal Control functionality are TRUE?
A. Enter a journal entry reversal the last day of the previously closed period.
B. Enter a journal entry reversal the first day of the next period.
C. Enter a journal entry reversal the last day of the next period.
D. A reversal journal will cause duplicate journal entries.
E. Journal Entry Reversal functionality is commonly used for entering accrual journal entries
Answer: D

You were asked to assist a Technical developer who is modifying a standard online inquiry In EnterprtseOne. The developer wants to understand how the Cumulative Prior Year End balance is calculated. Which statement is TRUE of the Cumulative Prior Year End balances for Income Statement accounts when you view online?
A. The Cumulative Prior Year End balances shows posted and non-posted balances for the prior year end.
B. The Cumulative Prior Year End balances show the same type of balances that the balance sheet does.

C. The Cumulative Prior Year End balances include the Net Posting amounts for the prior year end.
D. The Cumulative Prior Year End balances do not include the Net Posting amount for the prior year end.
E. The Cumulative Prior Year End balances include the Net Posting amounts for only domestic entries for the prior year end.
Answer: B

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Select the true statement regarding Global Preferences in Primavera P6 EPPM Web Interface.

A. Global Preferences are shared among all users.
B. Global Preferences are customized at the user level.
C. Global Preferences are controlled by the System Administrator
D. Global Preferences are controlled by Global Security Profiles.
Answer: D
QUESTION: 2 An activity has an Original Duration of 10, and a Remaining Duration of 10.The ActualStartis assignedtothe activity. Physical % is updated to equal 80%. What is the Remaining Duration for this activity?
A. 80
B. 10
C. 2
D. 8
Answer: B
QUESTION: 3 The ProjectManager selects the “Update units when costschange on resource assignments”optionon Calculations tab in Project Details. The Budgeted Cost is $2,000 and the Budgeted Units is 80 for the resource on an activity. If the User assigns the activity an Actual Cost of $1,000,what is the Actual Units for the resource?
A. 70
B. 40
C. 60

D. 80
Answer: B

You are a Portfolio Manager who opened a specific portfolio. Yourefreshed the filter. However,
someof the projects that were previously in the portfolio are no longer there.Whathappened?

A. You no longer have sufficient Project level security to view the “missing” projects’ data.
B. Your Web license was revoked to allow other users to interface with the project
C. The value of the code assigned to the missing projects had changed.
D. The projects were deleted when the Miter was refreshed.
Answer: A
QUESTION: 5 You are a Portfolio Manager looking for a new portfolio that you manually created for your have clicked the Group By drop-down list in Portfolios. Which option should you select to quickly find your portfolio?
A. Global Portfolio
B. Global Filtered Portfolio
C. User Portfolio
D. User Filtered Portfolio

Answer: D
Select the true statement regarding Portfolio Scenarios.

A. You can add user access to the Portfolio Scenario from waterline analysis.
B. You can save the Waterline Analysis as a new scenario.
C. You can update individual project status from the Waterline Analysis/Scenario.
D. You can create a new portfolio from the Waterline Analysis.
Answer: D

What takes the highest precedence during Resource Leveling?

A. Leveling priority
B. Mandatory constraint
C. Topological sequent
D. Resource Calendar

Answer: B
QUESTION: 8 You are a Project Manager whose projects are integrated with Financial Management System (FMS). TheFMS pushes Actual Costs and Actual Hours to your projects as of the Actual Date.UpdatingPercent complete using the pushed Actual Dates,Actual Costs, and Actual Hours has createdinaccuratepicturesofthe overall%complete, because there are steps withinactivities that clearly have not completed. Which PercentComplete Typewould be the best selection for activities in this project?
A. Physical
B. Units
C. Effort
D. Duration

Answer: A
Cost Variance is calculated as .

A. Earned Value Cost – Actual Cost
B. the Actual Cost of Work Performed
C. the Budgeted Cost of Work Scheduled
D. Budget at Completion – Earned Value Cost
Answer: A

Where are “User Defined Fields” typically maintained?

A. in the Web interface, in the preferences section
B. inthe Client interface by the system administrator
C. in the Web interface, on the Activities tab
D. in the Client interface under Admin Preferences

Answer: D
QUESTION: 11 What is the significance of the setting “Summarize project basedon high level resource planning”?
A. Summarized project data will reflect Top Down plans.
B. Summarized project data will reflect Bottom Up plans.
C. Summarized project data will reflectactualspushed from another application.
D. Summarized project data will be monetized.

Answer: B
QUESTION: 12 An activity is to be completed within a fixed time period and thetotalamount of work is fixed.What duration type should be used?
A. Fixed Units
B. Fixed Duration and Units/Time
C. FixedUnits/Time
D. Fixed Duration & Units
Answer: D

When assigning a user to a User Interface view,deselecting the Allow Editing check box restricts theuser’s ability to _.
A. edit project data in the view
B. edit the User Interface View
C. edit his or her password
D. edit his or her Resource Profile

Answer: B
QUESTION: 14 You are creating a new portfolio scenario. You are attempting to save it for All Users, but the selection is grayed out.What ismorethan likely the problem?
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
Select the true statement regarding the ability to create projects.

A. Any Responsible Manager can create a project.
B. Any user can create a project
C. Any Project Manager can create a project.
D. Any Admin Super user can create a project.

Answer: A
QUESTION: 16 Identify two true statements regarding the rolling up of data within a Work Breakdown Structure (WBS).

A. Actual Data rolls up to a Parent level.
B. Actual Data rolls up to a Portfolio level.
C. Actual Data rolls up to a Resource level.
D. Actual Data rolls up to Program level
E. Actual Data rolls up to a Project level.

Answer: B, E
Select the best statement regarding Past Period data.

A. Project Managers should edit past period actual data to keep project performance withinlimits.
B. Finance Managers can view and edit past period actual data for any financial period.
C. Project Managers will need to edit past period actual data for financial periods.
D. Users with appropriate security can view and edit past period actual data.

Answer: B
Select two true statements about the Portfolio Analysis tab in Primavera P6 EPPM.

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

Answer: C
Where are tolerances set in Primavera P6 EPPM?

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Identify the true statement regarding currency preferences for viewing currency.
A. They are globally set and controlled by administrators.
B. They are managed by an interface to a financial system (FMS).
C. They are set by individuals in user preferences.
D. They are permanently set during installation.
Answer: C Explanation: * User Preferences | Currency sets the currency to display in P6, as well as the type of currency symbol and whether to show decimal places.
* My Preferences offers options for you to customize the data display format across all sections of P6. The options you customize are exclusively yours. You can alter global preferences, including formats for time units, dates, and currencies.
Identify this window.

A. Create Dashboard
B. Create Portfolio
C. Create Portfolio view
D. Group and Sort
Answer: C
Explanation: One idea behind Portfolio Analysis in P6 is that it gives you the ability to quickly
make ad-hoc reports. You can quickly change the view and alter what data is
displayed and in what form. There are two main kinds of views — scorecards and

Note: In the context of creating a scorecard:
Choosing data to display
There are three areas that you can customize on a scorecard: Columns, Group,
and Waterline.

Screenshot (compare to screenshot in the question):
The columns available are a mixture of Project-level data as well as WBS-level data.
You can choose any of these columns on the left-hand side and press the right-arrow
to move them to the Selected Columns. On the right-hand side you may re-order the
columns by selecting them and using the up and down arrows.
You can choose the default sorting of the data as well. Once on the scorecard screen,
you can change the order by simply clicking on the column headers.
The option Show Project Requests determines whether potential projects should
also be included in the scorecard.
You are a project manager with a required monthly update cycle. You have marked actual start and actual finish dates for your Physical % complete activities, with % complete calculated from activity steps. You schedule and summarize your project plans. However, your activities are not showing 100% complete. What is the problem?
A. Your security does not allow you to update Activity Status.
B. You did not save the changes made to the activities.
C. You have not completed each of the activity steps.
D. You must refresh the view in the web to view the changes.
Answer: B Explanation:

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

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 Explanation:

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:
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.

Reference: Oracle Primavera P6, Customizing the Resources Assignments Gantt Chart Bars

Identify three types of activity codes.
A. Global
B. Activity
C. Project
F. Resource
Answer: A,C,D Explanation: Note: Global Activity Codes (but not Project-level or ESP-level) that may be created at any time and applied to any project.

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

Select the true statement regarding project security profiles.
A. Project security profiles define the weight of project codes.
B. To receive a project security profile, a user must be defined as a resource.
C. Project security profiles override global security profiles.
D. To access projects, a user must be assigned a project security profile.
Answer: D
Explanation: Project profiles
Define a user’s access to project-specific
information. The Project Management module does not require that
each user be assigned a project profile; however, users cannot
access projects unless they are assigned a project profile or the
global profile, Admin Superuser.

To ensure security at various levels of data, the Project Management
module provides two sets of security profiles:

* 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. (B) *
Note 1: The following diagram illustrates the relationships between a user, the OBS, EPS, and WBS.
Note 2: Users in Primavera P6 require two different profiles to control what they can do in the system; a Global Security Profile and a Project Security Profile.

Identify the true statement regarding Schedule Checker.
A. Before running Schedule Checker, you should schedule the project.
B. Schedule Checker evaluates the WBS structure to demonstrate standards compliance.
C. Schedule Checker is run from the Portfolios section.
D. Run Schedule Checker before scheduling the project to fix issues.

Answer: B,C,D Explanation:
Note: The new schedule checker is a tool that assists planners, project managers and the PMO to
ensure project plans are built within the guidelines of industry and organizational best practices.
The schedule checker performs a 14-point analysis to ensure that activities and dependencies of
the project schedule are following desired standards. The schedule checker adheres to the DCMA
14-point assessment check and produces a report that lists all opportunities for corrective action or
improvement when aspects of the project schedule fall outside the quality guidelines. The report
includes a summary and detailed sections displaying activities falling outside your configured

Note 2: The Schedule Checker can be run against one or multiple projects. You can save the
thresholds to run again for the project that is open.
The first thing to do is set up the 14 Configurable User Thresholds. See figure below.

Example of output.
Shown below is the top half of the Schedule Check Summary Report.

http://www.cbainc.com/blog/public_html/blog/wp-options/upload/2012/05/Check-Schedule- summary-report.png Reference below the lower half of the Schedule Check report.
http://www.cbainc.com/blog/public_html/blog/wp-options/upload/2012/05/Check-Schedule- summary-report2.png
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: D,F 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

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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

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

Correct Answer: B Explanation
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

Correct Answer: CE 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:

Make sure you are working with the primary portfolio (at top or left) and not the comparison set for the next steps.
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.
Click Add Project.
4) For the first project you create, if defaults are not already set, the Add Project dialog box appears:
Select a default Parent EPS element.
Select a default Responsible Manager.
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

Identify two formats available in the Capacity Planning chart.
A. Stacked histogram
B. Pie
C. Area
D. Variance
E. Cost

Correct Answer: AC Explanation
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.
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.

Correct 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.
Identify the true statement regarding Activity Step templates.
A. Activity % complete must be Physical when using Activity Step templates.
B. There are limits to the number of Activity Step templates in the database.
C. Activity Step templates are the place where resources are allocated and assigned.
D. Activity Step Templates are governed by global security.

Correct Answer: A Explanation
Requirements for using weighted steps to calculate Activity Percent Complete All of the following must be in place

The Percent Complete Type for the activity that is using weighted steps must be set to Physical.

In the Project Management module, a project-level option must be turned on.

Weight values must be specified and work progress must be reported for each step.
Note: Activity Step Templates to define sets of reusable steps common to many activities in a project or across projects.
The Open Requests for Resource’s portlet lists unstaffed assignments involving roles on the selected role team. Identify two ways that the portlet display can be organized.
A. Role by Project
B. Role by Resource
C. Project by Role
D. Resource by Project
E. Resource by Role

Correct Answer: AC Explanation
This portlet has a number of customizations. The first choice to be made is to show open assignments on all projects or just those within the filter for this
dashboard. The Organize field allows a user to define how the listed open assignments are sorted and shown. The drop-down list offers views where open
assignments are shown as:

Roles with open assignments project by project (A)

Projects with open assignments role by role (C)

Roles with open assignments, sorted by project, and sub-sorted by project codes
See figure below:

Note: The Open Requests for Resources portlet allows users to show which activities on projects have only a role (that is, engineer) assigned and need a resource (that is, David Jackson) assigned by their Manager.
Note 2: A variety of pre-defined portlets come with P6.
Identify one filter enhancement in P6 R8.
A. Apply multiple filters simultaneously
B. Create filters with no more than three criteria
C. Cut, Copy, and paste filters
D. Assign filters to unique, single activity views

Correct Answer: D Explanation
New in Release 8.2 include:

* Is Under filter: This is a new property used in filtering data which lets you filter by location of an item within a hierarchy. For example, you can filter for activities only under a certain WBS (Work Breakdown Structure) node.
See figure below:

Identify this window.

A. Portfolio
B. Portfolio view
C. Dashboard
D. Project statistics

Correct Answer: B Explanation
When you choose or create a portfolio, it opens in an analysis view. P6 keeps track of which view you were last using with each portfolio and by default always
opens that last view for each portfolio.
An analysis view consists of two screens showing portfolio data. The screens can be oriented horizontally or vertically.

Also, note that in analysis view there are always exactly two screens displayed.

Select the true statement regarding currencies.
A. Only one base currency is supported per database.
B. Currencies are updated daily per exchange rates.
C. Only 10 currencies are supported in Primavera.
D. Only two currencies are supported in Primavera.

Correct Answer: A Explanation
The base currency is the monetary unit used to store cost data for all projects in the database and is controlled by a global administrative setting in the Project
Management module. The default base currency for Primavera is US dollars ($). The view currency is the monetary unit used to display cost data in Primavera
and is controlled by a user preference.
Note: All costs are stored in the Based Currency. All costs are stored in the Base Currency and all other Currencies are calculated values using the Base Currency
value and conversion rate.

Calculated project user-defined fields __________and__________.
A. are created by system administrators
B. are managed by Configuration Management
C. are associated with formulas
D. are viewable in either the web interface or client
E. are defined in the web interface and only viewable in the web interface

Correct Answer: CE Explanation
C: The Oracle Primavera EPPM Web Access product contains a functionality where by users can create their own calculated values and dashboard indicators for monitoring project KPI’s. This is achieved by creating Project Calculated User Defined Fields. The formulas which can be populated in these fields is similar to a formula used in some spreadsheet applications e.g. Microsoft Excel. Providing a simple and effective platform for creating all manner of organisation bespoke project indicators.

Note: User-defined fields enable you to customize fields and values and add them to the project database.
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

Correct 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.

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.

You are an application administrator that has been asked to create a portfolio for an executive. You create the portfolio and have the user test to see whether it meets requirements. However there are a couple of projects that are missing. You look for the portfolio, but it is no longer visible to you. What is the cause of this problem?
A. The global filters for the portfolio must be refreshed.
B. You do not have read/write access to the portfolio.
C. You created it for one user, and you are not that user.
D. The projects were deleted in error.
Correct Answer: C Explanation

Identify the true statement regarding currencies.
A. Currencies are predefined at installation.
B. Exchange rates are automatically updated monthly.
C. P6 supports an unlimited number of currencies.
D. US dollars is the only valid currency for financial transactions.

Correct Answer: C Explanation
Identify the business case that would support the creation of OBS elements to align with WBS elements within individual project plans.
A. Legal/regulatory requirements that prohibit users from seeing data across functional areas maintaining smaller sets of project data
B. Mitigate the risk of significantly variant project management skill levels across an organization
C. Large projects with multiple cross-functional learns that will be responsible for updating/maintaining one set of project data
D. Supporting data export/import process to minimize risk of degrading schedule quality

Correct Answer: C Explanation
Explanation: A work breakdown structure (WBS) is a hierarchical arrangement of the products and services produced during and by a project. The project is the highest level of the WBS while an individual activity required to create a product or service is the lowest level. Each project in the enterprise project structure (EPS) has its own WBS. When creating a project, the project manager typically develops the WBS first, assigns work products and documents to each WBS element, and then defines activities for performing the element’s work. Specific earned value calculations can be specified for each WBS element, along with an organizational breakdown structure (OBS) element responsible for all work included in the WBS element.
A portfolio scenario is defined as _________.
A. a snapshot of project data
B. a manual group of projects
C. a graphical view of data
D. a filtered group of projects

Correct Answer: A Explanation
A scenario is a snapshot in time of one or more projects.

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

Correct 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.

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

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).

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

Correct Answer: ACE Explanation
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.

Identify two benefits of customizing user-interface views.
A. Limit user access to functionality
B. Lock down security privileges
C. Administer users in the web interface
D. Target application functionality
E. User-based configuration

Correct Answer: AE Explanation
A: Define user interface views that restrict and provide access to P6 Web Access functionality according to the requirements of your company’s functional roles.
E: Defining a prototype user configuration, in combination with defining user interface views, ensures that new users of P6 Web Access will have a consistent interface customized for the business needs of the organization.
Privilege Edit User Interface Views:
Create, edit, and delete user interface views in P6 Web Access. This privilege also grants you the right to
assign user interface views to users in both P6 Web
Access and the Project Management module.
In addition to licensing and security privileges, you can further control access to P6 Web Access functionality using user interface views. A user interface view is
a defined set of tabs, pages, and Action Menu items that a user assigned to that view can access in each section of P6 Web Access (Dashboards, Portfolios,
Projects, and Resources). You can create multiple user interface views that correspond to the job functions performed by each role in your organization, or you
can create user interface views to meet each individual user’s needs. User interface views can only be defined in P6 Web Access and can be assigned to users in
both P6 Web Access and the Project Management module.

Your customer’s project teams are cross-functional and global. Therefore, any standard reports must be generated at a standing day/time so that all affected resources and users have clearly defined timelines for data quality checks prior to report creation. Identify the P6 R8 feature that will address this requirement.
A. Email monthly report to distribution list
B. Send reports directly to printers at all user locations
C. Schedule report generation to minimize performance issues
D. Post generated reports to content repository

Correct Answer: C Explanation
Reports can be run on the spot or scheduled.

Note: Reports may be set to run on a schedule. This is very handy if you need a set of reports all generated at the same time. For example, you may need reports
showing data as of the 25th of the month available for a review meeting the following day. You can schedule a set of reports to run at 11:59 pm on the 25th. They
can then be automatically e-mailed to all meeting participants. In this sense, scheduled reports are similar to the batch reports of P6 Professional, but with the
added bonus that you can schedule the delivery.

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