Using Primavera P6 Web Access Rel 7

The Using Primavera P6 Web Access course provides hands-on training for Primavera’s Web-based solutions. Participants will create a project, add activities and relationships, assign resources, adjust the project plan to account for schedule delays and over allocated resources, and analyze portfolios.

Participants also will learn how to customize the Personal Workspace and the Project Workspace to monitor project progress and communicate with team members.

Participants will gain a thorough background in the concepts of resource management by adding a resource to the enterprise resource pool, planning for resource needs in future projects, staffing resources on current projects, and managing resources to ensure they are fully utilized.

Topics also include creating a portfolio, viewing and analyzing portfolio performance, creating portfolio views, capacity planning, waterline analysis, and managing issues and risks.

Learn to:

• Create a project
• Customize dashboards and the Project Workspace
• Execute long-range resource planning
• Administer the resource pool
• Create a portfolio
• Create performance thresholds

Audience

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

Course Topics Viewing the Enterprise Project Structure

• Describing the Organizational Breakdown Structure

Creating a Project

• Viewing Project Details

Creating a Work Breakdown Structure

• Creating Multiple Levels

Adding Activities

• Describing Activity Types
• Viewing Activity Info
• Editing Activity Details
• Assigning Steps
• Assigning Codes

Using Activity Views

• Customizing a View
• Filtering Data
• Grouping and Sorting Data

Creating Relationships

• Viewing Relationship Types
• Creating Relationships in the Gantt Chart

Scheduling a Project

• Defining Key Terms
• Defining Total Float
• Describing Loops and Open Ends

Assigning Constraints

• Applying a Must Finish By Date
• Constraining an Activity

Optimizing the Project Schedule

• Analyzing Schedule Dates
• Shorten a Project Schedule

Viewing the Project Workspace

• Adding and Removing Portlets
• Customizing the Project Workspace

Assigning Roles and Resources

• Assigning a Role
• Requesting Resources
• Assigning Resources
• Checking Resource Availability

Administering the Resource Pool

• Add a resource
• Assign roles
• Assign resource codes

Creating Resource Teams

• View a resource team on the Resource Team Summary portlet in a dashboard

Creating Role Teams

• View the un-staffed roles in the Open Requests for Resources portlet on a dashboard

Resource Planning

• Assign resources at the project or WBS level
• Spread resource allocation across the life of the project
• Split resource allocation

Managing Allocation

• Use the Resource Team Summary portlet to view allocation
• Use the Usage tab to analyze units and costs
• Group and filter data in the Analysis tab

Staffing Resource Requests

• Use the Open Requests for Resources portlet to assess staffing needs
• Fill an un-staffed role assignment

Using Portfolios

• Selecting a portfolio
• Creating a portfolio favorite
• Setting preferences

Viewing Portfolio Performance

• Reviewing performance thresholds

Viewing Portfolio Information

• Viewing return on investment data
• View data in the Gantt Chart
• Customizing the Gantt Chart

Analyzing Portfolios

• Viewing Capacity Planning page

Managing Issues and Risks

• Viewing issues and issue details
• Creating a risk

Course Objectives

• Analyze resources and costs
• Baseline the project plan
• Create a Work Breakdown Structure
• Create a project
• Create relationships
• Create reports
• Administer the Resource Pool
• Create Resource Teams
• Create Role Teams
• Manage Allocation
• Staff Resource Requests
• Analyze portfolio performance
• Create a portfolio
• Manage issues and risks
• View portfolio information
• View portfolio performance