This course covers Primavera P6 Version 8 to Version 20 and explains the differences between the versions
About This Video
In Detail
Primavera is an enterprise project …
This course covers Primavera P6 Version 8 to Version 20 and explains the differences between the versions
About This Video
In Detail
Primavera is an enterprise project portfolio management software. It includes project management, scheduling, risk analysis, opportunity management, resource management, and collaboration and control capabilities, and integrates with other enterprise software such as Oracle and SAP’s ERP systems. This course aims to teach students how to use Primavera Project Manager P6 PPM Professional to plan and control their projects efficiently.
You will start with getting introduced to the user interface and how to plan projects without resources in Oracle Primavera Project Manager P6 PPM Professional. Then, you will understand filters, layouts, and printing. You will also learn about baselines and updating an unresourced project. You will be creating and assigning roles and resources and controlling projects with resources and costs. Post that, you will be setting up and administering a database. Finally, you will look at the advanced features including import/export, activity codes, custom data fields, and global change.
By the end of the course, you will successfully learn how to use Primavera Project Manager P6 PPM Professional Client to plan and control your project efficiently.
Chapter 1 : Introduction
Introduction and Workshop Instructions
Purpose, Required Background Knowledge
Purpose of Planning, Planning Metrics, Cycle, Level, Monitoring, and Controlling
Summary
Chapter 2 : Creating a Project Plan
Introduction
Understanding the Software, Enterprise Project Management, and Your Project
Level 1 – Planning without Resources
Level 2, Level 3, and Level 4
Summary
Chapter 3 : Starting Up and Navigation
Introduction
Logging In, Projects Window, Opening Projects, Displaying Activities, Portfolios
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, and Closing Down
Summary
Workshop – Navigating Around the Windows
Chapter 4 : Creating a New Project
Introduction
Creating, Copying, Importing, Setting Up a Project
Summary
Workshop - Creating Your Project
Chapter 5 : Defining Calendars
Introduction
Database Default Calendar, Global and Project Calendars, Project Default Calendar
Creating a New Global, Project Calendar, and Resource Calendars
Move, Copy, Rename, and Delete a Calendar, and Editing Calendars
Summary
Workshop – Maintaining the Calendars
Chapter 6 : Creating a Primavera Project WBS
Introduction
Opening and Navigating the WBS Window, Creating and Deleting a WBS Node
Summary
Workshop – Creating the Work Breakdown Structure
Chapter 7 : 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 and WBS, Reordering or Sorting
Undo
Summarizing Activities Using WBS
Spell Check
Summary
Workshop – Adding Activities
Chapter 8 : Formatting the Display
Introduction
Project Window, Understanding Forms, Formatting the Bars, Progress Lines
Columns, Row Height, Timescale, Attachments, Fonts, Colors, and Line Numbers
Summary
Workshop – Formatting the Bar Chart
Chapter 9 : 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 New to P6 Version 20
Summary
Workshop – Adding the Relationships
Chapter 10 : Activity Network View
Introduction
Viewing a Project Using the Activity Network View, and using the Network View
Early Date, Late Date, and Float Calculations
Summary
Workshop – Scheduling Calculations and Activity Network View
Chapter 11 : Constraints
Introduction
Assigning Constraints, Project Must Finish By Date, Activity Notebook
Summary
Workshop 9 – Constraints
Chapter 12 : Group, Sort, and Layouts
Introduction
Group and Sort Activities and Understanding Layouts
Summary
Workshop – Organizing Your Data
Chapter 13 : Filters
Introduction
Understanding Filters, Applying a Filter, Creating and Modifying a Filter
Summary
Workshop – Filters
Chapter 14 : Printing and Reports
Introduction
Printing
Reports
Publish to a Web Site
Visualizer
Claim Digger - Schedule Comparison
Summary
Workshop – Printing
Chapter 15 : Scheduling Options and Setting a Baseline
Introduction
Understanding Date Fields
Scheduling Options – General Tab
Setting the Baseline
Limitations on Viewing Baseline Data
Summary
Workshop - WBS, LOEs, and Setting the Baseline
Chapter 16 : Updating an Un-Resourced Schedule
Introduction to Data Structure
Practical Methods of Recording Progress
Understanding the Concepts and Updating the Schedule
Summary
Workshop - Progressing and Baseline Comparison
Chapter 17 : User Preferences and Admin Preferences
Introduction
User Preferences
Admin Menu
Admin Preferences
Miscellaneous Defaults
Summary
Chapter 18 : Creating Roles and Resources
Introduction
Understanding Resources and Roles
Creating Roles, Creating Resources, and the Resources Window
Summary
Workshop – Adding Resources to the Database
Chapter 19 : Assigning Roles, Resources, and Expenses
Introduction
Understanding Resource Calculations and Terminology
Project Resource Preferences and User Preferences Applicable to Assigning Resources
Activities Window Resource Preferences and Defaults
Assigning and Removing Roles, Resources, Resource Duration Calculation
Expenses
Suggested Setup to Create a Resourced Schedule
Summary
Workshop – Assigning Resources and Expenses to Activities
Chapter 20 : 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 and Conflicts and Resource Leveling
Resource Curves
Summary
Workshop – Resources Optimization
Chapter 21 : Updating a Resourced Schedule
Introduction
Budget Values and Baseline Projects, Data Date, Required Information to Update
Project Window Defaults to Update a Resourced Schedule
Percent Complete Types, Using Steps to Calculate Activity Percent Complete
Updating the Schedule, Updating Resources, Updating Expenses
Summary
Workshop – Updating a Resourced Schedule
Chapter 22 : 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
Summary
Workshop 19 – Activity Codes and User-Defined Fields (UDF)
Chapter 23 : Global Change
Introduction
The Basic Concepts and Specifying the Change Statement
More Advanced Examples of Global Change
Summary
Workshop 20 – Global Change
Chapter 24 : Managing the Enterprise Environment
Introduction
Multiple User Data Display Issues
EPS, Project Portfolios, OBS, Users, Security Profiles
Project Codes, Filtering, Grouping, and Sorting Projects in the Projects Window
Summarizing Projects, Job Services, Tracking Window
Summary
Chapter 25 : Multiple Project Scheduling
Introduction
Multiple Projects in a P6 Project, Multiple P6 Projects Representing One Project
Refresh Data and Commit Changes, and Check Who Has the Project Open
Restoring Baselines for Multiple Projects
Summary
Chapter 26 : Utilities
Introduction
Reflection Projects, Advanced Scheduling Options, and Audit Trail Columns
Excel Import and Export Tool
Project Import and Export
Check In and Check Out, UN/CEFACT XML Format, Online HTML Help
Summary
Chapter 27 : Earned Value Management with PM
27.00-27.02 Earned Value, PMB, and Planned Dates
Earned Value and Actual Costs
ETC and EV Curves
Summary