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
Registration Form
{akreserv,Course106}
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