Basic and Advanced Project Management in Primavera P6 Rel 7

This course content is appropriate for students looking for Rel 6, Rel 6.2 and Rel 7.

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. 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:

• Add activities
• Create a Work Breakdown Structure
• Create a project
• Import and export data
• Manage issues and risks
• Apply tracking layouts

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

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

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

• Add activities
• Analyze resources
• Assign constraints
• Assign resources and costs
• Assign roles
• Create a Work Breakdown Structure
• Create a project
• Create relationships
• Apply duration types
• Apply tracking layouts
• Assign Codes
• Auto compute layouts
• Calculate percent complete
• Create a project with Project Architect
• Import and export data
• Manage issues and risks