Basic and Advanced Project Management in Primavera P6 Rel 6.2

This course provides hands-on training for Primavera’s client/server-based solution, leading participants through the entire project life cycle, from planning to execution. Topics include adding activities, assigning resources, and creating a baseline. Participants also gain a thorough background in the concepts of planning and scheduling.

All workshops and instruction stress the three basic elements of project management: schedule, resource and costs.

This course also provides in-depth project management training in P6. Topics include updating baselines, importing and exporting project data, and top-down budgeting.

Detailed instruction on earned value analysis includes lessons on duration types and how to calculate percent complete. Students also will learn to leverage best practices to create a project using methodologies.

Learn to:

• Create a project
• Add activities
• Schedule a project
• Managing issues and risks
• Advanced scheduling techniques
• Assign codes

• Professional Development and Continuing Education Units: Earns 32.5 PDUs and 3.25 CEUs

Audience

• End Users
• Project Manager
• Business Analysts
• Functional Implementer

Course Topics Data, Navigating, and Layouts

• Describe enterprise and project-specific data
• Log in
• Open an existing project
• Navigate in the Home window and Activities window
• Open an existing layout
• Customize a layout
• Save a layout

Enterprise Project Structure

• Describe the components that comprise the Enterprise Project Structure
• View the EPS

Creating a Project

• Create a project
• Navigate in the Projects window
• View and modify information in Project Details

Creating a Work Breakdown Structure

• Define a Work Breakdown Structure
• Create multiple levels of a WBS hierarchy

Adding Activities

• Describe an activity and its components
• Describe activity types
• Add activities
• Add a Notebook topic to an activity
• Add steps to an activity
• Assign activity codes to activities

Creating Relationships

• View a network logic diagram
• Differentiate between the four relationship types
• Create relationships in the Activity Network
• Create relationships in Activity Details

Scheduling

• Perform a forward and backward pass
• Describe float and its impact on a schedule
• Identify loops and open ends
• Calculate a schedule
• Analyze the scheduling log report

Assigning Constraints

• Apply an overall deadline to a project
• Apply a constraint to an individual activity
• Add notebook topics to constrained activities
• Describe the available constraint types

Maintaining the Project Documents Library

• Describe the difference between a work product and a reference document
• Create a document record
• Link the document record to a project document or work product
• Assign the project document to an activity or WBS

Formatting Schedule Data

• Group activities according to a specific criteria
• Sort activities
• Apply a filter
• Create a filter

Roles and Resources

• Describe roles
• Views the roles dictionary
• Describe resources
• Identify the differences between labor, nonlabor and material resources
• View the resource dictionary

Creating a Project with Project Architect

• Customizing the Project Plan

Assigning Codes

• Assigning Activity Codes
• Assigning Resource Codes
• Assigning Project Codes

Using User-Defined Fields and Global Change

• Establishing User-Defined Fields
• Defining Global Change Parameters

Managing Portfolios

• Creating a Portfolio
• Opening Projects Using Portfolios

Advanced Scheduling

• Calculating Multiple Float Paths
• Explaining Scheduling Logic Options
• Identifying a Calendar’s Effect on Lag

Monitoring Thresholds and Issues

• Creating a Threshold and an Issue

Importing and Exporting Data

• Importing a Project
• Exporting a Project
• Importing/Exporting with MS Excel

Updating Baselines

• Update Activity and Resource Assignment Data

Claim Digger

• Creating a Comparison Report in Claim Digger

Calculating Percent Complete

• Describing Three Percent Complete Types
• Using Weighted Steps to Calculate Percent Complete

Earned Value Analysis

• Define Performance Percent Complete
• Review Results of Earned Value Techniques

Course Objectives

• Manage multiple projects
• Create a project
• Create a Work Breakdown Structure
• Add activities
• Maintain the project documents library
• Create relationships
• Schedule the project
• Assign constraints
• Import and export data
• Update baselines
• Use Claim Digger
• Apply duration types
• Calculate percent complete
• Use earned value analysis
• Use top-down budgeting
• Apply tracking layouts