Course Highlights
  • This course is aimed at teaching students how to use Primavera Project Manager P6 PPM Professional Client up to an intermediate level including:
  • - Introduction to the user interface and how to plan projects without resources,
  • - Filters layouts, printing,
  • - Baselines and updating an un-resourced project,
  • - Creating and assigning roles and resources,
  • - Controlling projects with resources and costs,
  • - Setting up and administering a database plus advanced features including import/export, Activity Codes, Custom Data Fields and Global Change.
Curriculum

4 Topics
Course Introduction
Purpose Required Background Knowledge
Purpose of Planning Planning Metrics Cycle Level Monitoring and Controlling
Section 1 Summary

5 Topics
Creating a Project Plan
Understanding the Software Enterprise Project Management and Your Project
Level 1 – Planning Without Resources
Level 2 Level 3 and Level 4
Summary of Section 2

7 Topics
Logging In Projects Window Opening Projects Displaying ActivitiesPortfolios
Top and Bottom Panes User Preferences and Starting Day of the Week
Admin Preferences Options Do Not Ask Me About This Again Mouse Clicking
Accessing Help
Refresh Data – F5 Key Commit Changes – F10 Key Send Project & Closing Down
Starting Up and Navigation - Summary
Workshop 1 – Navigating Around the Windows

4 Topics
Introduction to Creating a New Project
Creating Copying Importing Setting Up a Project
Summary of Creating a New Project
Workshop 2 - Creating Your Project

6 Topics
Defining Calendars Introduction
Database Default Calendar Global & Project Calendars Project Default Calendar
Creating a New Global Project Calendar and Resource Calendars
Move Copy Rename and Delete a Calendar and Editing Calendars
Defining Calendars - Summary
Workshop 3 – Maintaining the Calendars

4 Topics
Creating a Primavera Project WBS - Introduction
Opening and Navigating the WBS Window Creating and Deleting a WBS Node
Creating a Primavera Project WBS - Summary
Workshop 4 – Creating the Work Breakdown Structure

9 Topics
Adding Activities and Organizing Under the WBS - Introduction
New Activity Defaults
Adding New Activities Default Activity Duration Copying and Renumbering
Elapsed Duration Finding Bars Assigning Calendars & WBS Reordering or Sorting
Undo
Summarizing Activities Using WBS
Spell Check
Adding Activities and Organizing Under the WBS - Summary
Workshop 5 – Adding Activities

5 Topics
Formatting the Display - Introduction
Project Window Understanding Forms Formatting the Bars Progress Lines
Columns Row Height Timescale Attachments Fonts Colors Line Numbers
Formatting the Display - Summary
Workshop 6 – Formatting the Bar Chart

6 Topics
Adding Relationships - Introduction
Constraints Understanding Relationships Lags and Leads and Formatting
Adding and Removing Relationships Dissolving Activities Circular Relationships
Scheduling the Project Reviewing Relationships Leads and Lags
Relationship Comments and Reduced MS Relationships
Workshop 7 – Adding the Relationships

5 Topics
Activity Network View - Introduction
Viewing a Project Using the Activity Network View and using the Network View
Early Date Late Date and Float Calculations
Activity Network View - Summary
Workshop 8 – Scheduling Calculations and Activity Network View

4 Topics
Constraints - Introduction
Assigning Constraints Project Must Finish By Date Activity Notebook
Check Schedule Report and Completed Schedule Check List
Workshop 9 – Constraints

4 Topics
Group Sort and Layouts -Introduction
Group and Sort Activities and Understanding Layouts
Group Sort and Layouts - Summary
Workshop 10 – Organizing Your Data

4 Topics
Filters - Introduction
Understanding Filters Applying a Filter Creating and Modifying a Filter
Aivity Critical Path Toolbar
Workshop 11 – Filters

8 Topics
Printing and Reports - Introduction
Printing
Reports
Publish to a Web Site
Visualizer
Claim Digger - Schedule Comparison
Printing Reports and Visualizer - Summary
Workshop 12 – Printing

7 Topics
Scheduling Options and Setting a Baseline - Introduction
Understanding Date Fields
Scheduling Options – General Tab
Setting the Baseline
Limitations on Viewing Baseline Data
Scheduling Options and Setting a Baseline - Summary
Workshop 13 – WBS LOEs and Setting the Baseline

5 Topics
Updating and Unresourced Schedule - Introduction
Practical Methods of Recording Progress
Understanding the Concepts and Updating the Schedule
Updating an Unresourced Schedule - Summary
Workshop 14 – Progressing and Baseline Comparison

6 Topics
User and Admin Preferences Introduction
User Preferences
Admin Create Users
Admin Preferences
Admin Categories
Miscellaneous Defaults

6 Topics
Creating Roles and Resources - Introduction
Understanding Resources and Roles
Creating Roles
Creating Resources and the Resources Window
Creating Roles & Resources - Summary
Workshop 15 – Adding Resources to the Database

8 Topics
Assigning Roles Resources and Expenses - Introduction
Understanding Resource Calculations and Terminology
Project Resource Preferences User Preferences Applicable to Assigning Resources
Activities Window Resource Preferences and Defaults
Assigning & Removing Roles Resources Resource Duration Calculation
Expenses and Suggested Setup for a Resourced Schedule
Suggested Setup for Creating a Resourced Schedule
Workshop 16 – Assigning Resources and Expenses to Activities

7 Topics
Resource Optimization - Introduction
Reviewing Resource Loading Resource Assignments Window
Copying and Pasting into Excel Other Tools for Histograms and Tables
Methods of Resolving Resource Peaks & Conflicts & Resource Leveling
Resource Curves
Resource Optimization - Summary
Workshop 17 – Resources Optimization

7 Topics
Updating A Resourced Schedule - Introduction
Budget Values & Baseline Projects Data Date Required Information to Update
Project Window Defaults for Updating a Resourced Schedule
Percent Complete Types Using Steps to Calculate Activity Percent Complete
Updating the Schedule Updating Resources Updating Expenses
Updating A Resourced Schedule - Summary
Workshop 18 – Updating a Resourced Schedule

6 Topics
Other Methods Of Organizing Project Data - Introduction
Understanding Project Breakdown Structures
Activity Codes UDFs WBS Category Resource Codes Cost Accounts
Assignment Code New to P6 Version 20
Assignment Codes and Role Codes
Workshop 19 – Activity Codes and User Defined Fields (UDF)

5 Topics
Global Change - Introduction
Introducing Global Change the Basic Concepts & Specifying the Change Statement
More Advanced Examples of Global Change
Global Change - Summary
Workshop 20 – Global Change

6 Topics
Managing the Enterprise Environment - Introduction
Multiple User Data Display Issues
EPS Project Portfolios OBS Users Security Profiles
Project Codes Filtering Grouping & Sorting Projects in the Projects Window
Summarizing Projects Job Services Tracking Window
Managing the Enterprise Environment - Summary

5 Topics
Multiple Project Scheduling - Introduction
Multiple Projects in a P6 Project Multiple P6 Projects Representing One Project
F5 & F10 Who Has the Project Open? Setting Baselines for Multiple Projects.
Restoring Baselines for Multiple Projects
Multiple Project Scheduling - Summary

5 Topics
Utilities - Introduction
Reflection Projects Advanced Scheduling Options Audit Trail Columns
Excel and Project Import and Export
Check In and Check Out UN/CEFACT XML format Online HTML Help
Lean Tasks Maintain Relationships Assignment Costs and Multipule Views

4 Topics
27.00-27.02 Earned Value PMB and Planned Dates
Earned Value and Actual Costs
ETC and EV Curves
EV Summary

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