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Primavera P6 Enterprise Project Portfolio Management 8 Essentials

Question No: 11

Calculated project user-defined fields and .

  1. are created by system administrators

  2. are managed by Configuration Management

  3. are associated with formulas

  4. are viewable in either the web interface or client

  5. are defined in the web interface and only viewable in the web interface

Answer: C,E

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.

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

Question No: 12

Identify three best practice uses of Notebook topics.

  1. To document processes

  2. To explain a constraint

  3. To send out an email alert

  4. To explain baseline update

  5. To change user access

  6. To update actual costs

  7. To provide status information

Answer: A,B,G

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.

    Question No: 13

    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?

    1. The global filters for the portfolio must be refreshed.

    2. You do not have read/write access to the portfolio.

    3. You created it for one user, and you are not that user.

    4. The projects were deleted in error.

    Answer: C

    Question No: 14

    Identify the true statement regarding currencies.

    1. Currencies are predefined at installation.

    2. Exchange rates are automatically updated monthly.

    3. P6 supports an unlimited number of currencies.

    4. US dollars is the only valid currency for financial transactions.

    Answer: C

    Question No: 15

    Identify the business case that would support the creation of OBS elements to align with WBS elements within individual project plans.

    1. Legal/regulatory requirements that prohibit users from seeing data across functional areas maintaining smaller sets of project data

    2. Mitigate the risk of significantly variant project management skill levels across an organization

    3. Large projects with multiple cross-functional learns that will be responsible for updating/maintaining one set of project data

    4. Supporting data export/import process to minimize risk of degrading schedule quality

    Answer: C

    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.

    Question No: 16

    A portfolio scenario is defined as .

    1. a snapshot of project data

    2. a manual group of projects

    3. a graphical view of data

    4. a filtered group of projects

    Answer: A

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

    Question No: 17

    When is quot;Store Period Performancequot; usually performed?

    1. After each pay period

    2. After the schedule is updated

    3. After Job Services validation

    4. 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).

    Question No: 18

    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.

    1. Create project activity code for teams. Values = team names.

    2. Group and sort by project activity code within the common activity view.

    3. Create filters built on project activity code. Values = team names.

    4. Create a generic resource for each team, and assign to each owned activity.

    5. Create an activity view for each team, filtering on team owned activities.

    6. Group and sort by generic resource within an activity view.

    Answer: A,D,E 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.

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Question No: 19

Identify two benefits of customizing user-interface views.

  1. Limit user access to functionality

  2. Lock down security privileges

  3. Administer users in the web interface

  4. Target application functionality

  5. User-based configuration

Answer: A,E

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.

Note:

  • 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#39;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.

Question No: 20

Your customer#39;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.

  1. Email monthly report to distribution list

  2. Send reports directly to printers at all user locations

  3. Schedule report generation to minimize performance issues

  4. Post generated reports to content repository

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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