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.

Targeted role: Program Managers, Project Managers
Course length: 3 days
Course level: Basic
Prerequisite: Fundamental project management training, knowledge of MS Windows.
Profession Development and Continuing Education Units:
Earns 19.5 PDUs and 1.95 CEUs
PMI Program Number - 101

Learning Outcomes:

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