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.

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

Professional Development and Continuing Education Units: Earns 19.5 PDUs and 1.95 CEUs

Learn to:

• Create a project
• Add activities
• Schedule a project
• Assign resources
• Adjust project schedule
• Create reports

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

Assigning Roles

• Assign roles to an activity
• Assign rates on roles

Assigning Resources and Costs

• Assign resources by role
• Assign labor, nonlabor, and material resources to activities
• Adjust Budgeted Units/Time for a resource
• Assign expenses to activities

Analyzing Resources

• Display the Resource Usage Profile
• Format a profile
• Format the timescale

Optimizing the Project Plan

• Analyze schedule dates
• Shorten a project schedule
• Analyze resource availability
• Remove resource overallocation
• Analyze project costs

Baselining the Project Plan

• Create a baseline plan
• Display baseline bars on the Gantt Chart
• Modify the bars on the Gantt Chart

Project Execution and Control

• Describe several methods for updating the project schedule
• Use Progress Spotlight
• Status activities
• Reschedule the project

Reporting Performance

• Describe reporting methods
• Run a schedule report
• Create a resource report with the Report wizard
• Create a time distributed report
• Create a report using the current layout

Project Web Site

• Create and launch a project Web site
• Customize the appearance of a project Web site
• Publish activity layouts as HTML pages

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
• Format schedule data
• Define roles and resources
• Assign roles
• Assign resources and costs
• Analyze resources
• Optimize the project plan
• Execute the project
• Report performance