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Course 101 – Project Management in P6 Web

Provides hands-on training for Primavera’s Web-based solution. Participants will create a project, create activities and relationships, customize activity views, assign resources, adjust the project plan to account for schedule delays and overallocated resources, and analyze portfolios. Participants also will customize dashboards. Hands-on workshops help students create and track an entire project to completion.

Course Length: Three Days

Please call or email our training department for a price quote

Day One:

Introduction to Primavera
Describe Primavera solutions
Describe P6

The Project Management Life Cycle
Review the relationship between Primavera and the Project Management Life Cycle
Identify the five process groups in the Project Management Life Cycle

Overview and Navigation
Log in to P6 Web
Navigate to sections
Locate Action bars

Creating a Project
Create a project
Select a location in the Enterprise Project Structure
Assign a Responsible Manager from the Organizational Breakdown Structure

Editing Project Details
Select a project in the EPS
View Project Details
Enter project data in the Details tabs
Creating a Work Breakdown Structure
Describe a WBS
Create multiple levels of a WBS hierarchy

Adding Activities
Describe activity types
View activity information in the Activities tab
Send an e-mail related to an activity
Edit Activity Details
Add steps to an activity
Add a Notebook topic to an activity
Assign an activity code

Using Activity Views
Customize columns
Filter data
Group and sort activities

Day Two:

Creating Relationships
Differentiate between four relationship types
Create relationships in Activity Details
Create relationships in the Gantt Chart

Scheduling
Define key scheduling terms
Perform a backward and forward pass
Define Total Float and its impact on the schedule
Schedule a project
Describe loops and open ends

Assigning Constraints
Apply an overall deadline to a project
Apply a constraint to an individual activity
Add notebook topics to constrained activities
Describe available constraint types

Optimizing the Project Schedule
Analyze schedule dates
Shorten a project schedule

Assigning Resources
Assign a role
Fill a role assignment
Request resources
Assign a resource
Check resource availability
Send e-mails to assigned resources

Project Workspace
Describe the Project Workspace
Add and remove portlets
Customize the Project Workspace

Analyzing Resources and Costs
Analyze and remove resource overallocation
Analyze project costs

Baselining the Project
Add a baseline
Select a baseline

Day Three:

Executing the Project Plan
Describe several methods for updating the project schedule
Define the data date

Analyzing the Updated Project
Compare Must Finish By and Scheduled Finish dates
View issues
View schedule performance
Adjust the project based on issue information
View budget data

Reporting
Assign reports to the Project Reports portlet
Schedule reports
View scheduled reports

Dashboards
Create a dashboard
Add and remove dashboards
Filter data to display in portlets
View your projects and activities

Portfolios
Create a portfolio manually
Create a portfolio by filter