Provides guidance on setting up enterprise data in P6 Client-Server and P6 Web, including the creation of calendars, project codes, activity codes, and resource codes. Also covers how to set up users and processes to establish security.

Targeted roles: P6 System Administrators
Course length: 1 day
Course level: Advanced
Prerequisite: Course 102
Professional Development and Continuing Education Units:
Earns 6.5 PDUs and .65 CEUs
PMI Program Number – 106-A

Learning Outcomes:

Creating Calendars

• Define worktime and nonworktime
• Designate between global, project, and resource calendars
• Create a new project calendar

Defining Project Codes

• Define project codes
• Create values for project codes
• Assign weights to project codes and project code values
• Designate a secure code
• Assign project code values

Defining Resource Codes

• Define resource codes
• Create values for resource codes
• Assign resource code values in Primavera

Defining Activity Codes

• Define activity codes
• Create values for activity codes
• Designate a secure code
• Assign activity code values

User Access

• Describe the process for establishing security
• Define and create an Organizational Breakdown Structure hierarchy
• Establish security profiles for global and project data
• Create a new user with access privileges

Summarizing Project Data & Running Job Services

• View summarizer details
• Manually summarize data
• Define job service options
• Automatically summarize data using a job service

User-Defined Fields and Global Change

• Establish user-defined fields
• Define global change parameters
• Run a global change

Financial Periods

• Create financial periods
• Display financial periods as columns
• Store past period performance

Defining Cost Accounts

• View the cost accounts dictionary
• Assign cost accounts to activities
• Assign cost accounts to expenses

Web Administration

• Manage User Interface views
• Create a calculated user-defined field
• Create issue codes
• Create an issue form