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Migrating from P3 to Primavera P6

This course is specially designed for users moving from Primavera Project Planner (P3) to P6. Numerous charts list how P3 fields and functionality map to Primavera 5.0/6.0, enabling users to leverage their existing knowledge of P3 and rapidly adapt to new features in P6. The course begins with navigation, menus, and terminology in P6, and introduces new ways to view layouts and run reports. The course also details how basic tasks in the project management life cycle are executed in P6, including how to create activities, assign and analyze resources, and update the project plan. An appendix at the back of the manual covers how to convert projects from P3 to P6.

This course is designed for existing users of P3. Those who wish to learn Primavera P6 but are not currently P3 users should register for Managing Projects in Primavera P6 Professional Release 8 (Client).

Learn to:
Assign labor, nonlabor, and material resources to activities
Use weighted steps to calculate Percent Complete
Use Progress Spotlight
Auto compute an activity
Create a resource report with the Report wizard
Publish activity layouts as HTML pages

Audience

Business Analysts
End Users

Functional Implementer
Project Manager

Prerequisites

Required Prerequisites
Planning and Scheduling in Primavera Project Planner (P3) Rel 3

Suggested Prerequisites
Knowledge of P3

Course Objectives

Identify the similarities and differences between P3 and Primavera terminology Create a project
Define and review activity information in Activity Details
Identify new date fields in Primavera
Format Schedule Data
Identify the differences between labor, nonlabor and material resources
Assign Roles
Assign Resources and Costs
Analyze Resources
Calculate Percent Complete
Baseline Project Plan
Manage Auto Compute Actuals
Run Reports

 

Course Topics:

Introduction to Primavera
Describe Primavera solutions
Describe P6
Explain the difference between enterprise and project-specific data

Navigating in Primavera
Log in
Open an existing project
Navigate in the Home window and Activities window
Open an existing layout
Customize a layout
Save a layout
Identify types of layouts

Menus and Terminology
Identify the location of P3 commands in Primavera
Identify the similarities and differences between P3 and Primavera terminology

Building Projects
View and describe the Enterprise Project Structure
Define the Work Breakdown Structure
Create a project
Navigate in the Projects window
View and modify information in Project Details

Activities
Define and review activity information in Activity Details
Describe activity types

Dates in Primavera
Identify Primavera date fields that are similar to those in P3.
Identify new date fields in Primavera
Review constraint dates
Review actual dates

Formatting Schedule Data
Group activities according to a specific criteria
Sort activities
Apply a filter
Create a filter
Modify bars in the Gantt Chart

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

Duration Types
Determine which Duration Type works best in a given situation
Assign a Duration Type to an activity

Calculating Percent Complete
Describe the three Percent Complete types
Determine which Percent Complete type to use based on how your organization
reports progress
Explain how activity percentages are calculated based on the Percent Complete type chosen
Use weighted steps to calculate Percent Complete

Baselining the Project Plan
Create a baseline plan
Display baseline bars on the Gantt Chart

Updating a Project
Describe several methods for updating the project schedule
Use Progress Spotlight
Status activities
Reschedule the project

Auto Compute Actuals
Describe the business rules for auto compute actuals
Auto compute an activity
Analyze the effect of auto compute actuals on an activity
Auto compute a resource
Auto compute an expense

Printing Layouts
Customize the appearance of headers and footers
Publish activity layouts as HTML pages
Reporting Performance
Describe reporting methods
Run a schedule report
Create a resource report with the Report wizard
Create a report using the current layout

Tips and Tricks
Use Undo to reverse actions in a project
Use fill down to copy data in cells
Establish user-defined fields
Define global change parameters
Run a global change

 

For more information, please contact our training department:

Training@EvansTech.com | 770.751.9950

 

 

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