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Course 3001-PP6 (Primavera P6)
Project Planning and Control Using Primavera P6

 

This course provides hands-on training for Primavera 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.

PMI Registered Course Number 3001-PP6.  Earn 21 PDU's

Training Manual: Eastwood Harris

Audience: New P6 users

Learn to:

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

Suggested Prerequisites:

  • Knowledge of project management principles

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
  • Global Change
  • Optimize the project plan
  • Execute the project
  • Report performance

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COURSE CONTENTS THREE DAY COURSE

DAY 1

1

INTRODUCTION

2

CREATING A PROJECT PLAN

3

STARTING UP AND NAVIGATION

4

CREATING A NEW PROJECT

5

DEFINING CALENDARS

6

CREATING A PRIMAVERA PROJECT WBS

7

ADDING ACTIVITIES & ORGANIZING UNDER THE WBS

8

FORMATTING THE DISPLAY

9

ADDING RELATIONSHIPS

10

ACTIVITY NETWORK VIEW

11

CONSTRAINTS

DAY 2

12

FILTERS

13

GROUP, SORT AND LAYOUTS

14

PRINTING

15

TRACKING PROGRESS

16

USER AND ADMINISTRATION PREFERENCES AND ADVANCED

 

SCHEDULING OPTIONS

17

CREATING ROLES AND RESOURCES

18

ASSIGNING ROLES, RESOURCES AND EXPENSES

19

RESOURCE OPTIMIZATION

DAY 3

20

STATUSING A RESOURCED SCHEDULE

21

OTHER METHODS OF ORGANIZING DATA

22

GLOBAL CHANGE

23

MANAGING THE ENTERPRISE ENVIRONMENT

24

MULTIPLE PROJECT SCHEDULING

25

UTILITIES

 

 

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, non-labor, 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


 

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