Participants will create a project, add activities and relationships, assign resources, adjust the project plan to account for schedule delays and overallocated 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. Oracle BI and BPM are not covered in this course.

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

Learn to:

	Create a project
	Add activities
	Create relationships
	Assign and analyze resources
	Analyze project performance
	Execute and control the project
	Customize dashboards and the Project Workspace
	View reports

Suggested Prerequisites:

• Knowledge of project management principles

• 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 Information
• 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

Analyzing Resources and Costs

• Analyzing Overallocation

Baselining the Project Plan

• Selecting a Baseline
• Adding a Baseline

Executing the Project Plan

• Defining the Data Date

Analyzing the Updated Project

• Comparing Dates
• Viewing Schedule Performance

Viewing Dashboards

• Customizing Dashboards
• Adding and Removing Dashboards

Managing Documents

• Uploading a Document
• Checking Out a Document
• Reviewing a Document

Suggested Next Courses:

Resource Management in Primavera P6  Course 106R