Primavera (P6) Training


PART 1: Overview and configuration                                                              -2 Hrs

Understanding Project Management

  •         Purpose/Importance of planning in project management.
  •         Project Management process overview
  •         Project Planning through Primavera
  •         Project Portfolio Management
  •         Project Management process overview
  •         Planning , Controlling and Managing Projects
  •         Overall Tour to Primavera-Planning tool

PART 2: Structuring Projects                                                                            – 8 Hrs

Setting up Enterprise Project Structure

  •         Enterprise Project Structure Overview
  •         Setting Up the Enterprise Project Structure
  •         Adding a New Project to the EPS
  •         Using Project Architect
  •         Working with the Enterprise Project Structure
  •         Defining Enterprise Project Structure Details

Reviewing Work Breakdown Structures

  •         The Work Breakdown Structure (WBS)
  •         Viewing a WBS
  •         Grouping by WBS Path
  •         Adding WBS Elements and Assigning Properties
  •         Using WBS Milestones
  •         Assigning WBS Category Values
  •         Defining Earned Value Settings for Specific WBS Elements
  •         Assigning Estimation Weights to WBS Elements

Creating Calendars

  •         Adding Calendars
  •         Modifying Calendars

Setting Up the Organizational Breakdown Structure

  •         The Organizational Breakdown Structure (OBS)
  •         Viewing an OBS
  •         Setting Up an OBS
  •         Editing OBS Elements

Defining Resources and Roles

  •         Resources Overview
  •         Viewing and Adding Resources
  •         Defining Resource Shifts
  •         Defining and Assigning Resource Codes and Values
  •         Setting Up Roles
  •         Assigning Roles to Resources
  •         Defining Custom Resource Curves

PART 3: Implementing the Schedule                                                    -8 Hrs

Implementing the Schedule

  •         Establishing Activity Codes
  •         Creating Activity Codes and Values
  •         Grouping and Summarizing by Codes
  •         Working with Activities
  •         Activities Overview
  •         Adding Activities
  •         Copying and Pasting Activities
  •         Defining General Activity Information
  •         Defining Schedule Information
  •         Establishing Relationships
  •         Displaying Activity Details for Assignments
  •         Assigning Resources and Roles
  •         Assigning Resource Curves to Resource or Role Assignments
  •         Manually Planning Future Period Assignments
  •         Assigning Activity Codes and Adding Expenses
  •         Viewing Activity Feedback and Resource Notes
  •         Assigning Work Products and Documents
  •         Adding Steps
  •         Creating and Assigning Activity Step Templates
  •         Viewing Activity Summaries
  •         Viewing Contract Management Documents
  •         Using Global Change
  •         Renumbering Activity IDs

Working with Cost Accounts and Project Expenses

  •         Cost Account and Expense Overview
  •         Setting Up a Cost Account Structure
  •         Adding Expenses and Entering Cost Information
  •         Defining Expense Details
  •         Analyzing Costs

PART 4: Managing the Schedule                                                          -6 Hrs

Managing Baselines

  •         Creating and Maintaining Baselines
  •         Assigning Baselines to Projects
  •         Comparing Current and Baseline Schedules
  •         Updating Baselines

Updating, Scheduling, and Leveling

  •         The Update Process
  •         Choosing a Method of Updating
  •         Highlighting Activities for Updating
  •         Updating Progress for Spotlighted Activities
  •         Estimating Progress Automatically
  •         Updating Using Progress Reporter
  •         Updating Activities Manually
  •         Interrupting Activity Progress
  •         Storing Period Performance (Past Period Actuals)
  •         Leveling Resources
  •         Recalculating Resource and Role Assignment Costs
  •         Managing Resource Assignments

Summarizing Projects

  •         Setting Summarization Options
  •         Summarizing Project Data

Project Issues and Thresholds

  •         Adding Issues
  •         Assigning Tracking Layouts to Issues
  •         Using the Issue Navigator
  •         Adding Thresholds
  •         Threshold Parameter Definitions
  •         Monitoring Thresholds
  •         Assigning Tracking Layouts to Thresholds

Managing Risks

  •         Adding Risks
  •         Calculating Exposure Values
  •         Calculating a Risk’s Impact
  •         Creating and Deleting Risk Types
  •         Customizing Risk Layouts

Maintaining a Project’s Document Library

  •         Viewing a Document Library and Adding/Deleting Work Products and Documents
  •         Specifying Document Location References
  •         Assigning Work Products and Documents

Tracking Projects

  •         Creating Tracking Layouts
  •         Working with Tracking Layouts
  •         Customizing Tracking Layouts
  •         Grouping, Sorting, and Filtering Tracking Layouts

Comparing Projects

  •         Overview
  •         Comparing Projects/Baselines

Creating and Using Reflections

  •         Reflection Overview
  •         Creating and Using Reflections
  •         Reflection Guidelines

Checking Projects In and Out

  •         Managing Remote Projects
  •         Checking Out Projects
  •         Checking In Projects

PART 5: Customizing Projects                                                                -4 Hrs

Working with Layouts

  •         Layout Examples
  •         Creating, Opening, and Saving Layouts
  •         Exporting and Importing Layouts
  •         Copying Data to External Applications

Grouping, Sorting, and Filtering

  •         Grouping Data
  •         Filtering Data

Customizing Layouts

  •         Modifying Columns
  •         Adjusting the Timescale
  •         Formatting Gantt Charts
  •         Formatting Activity Network Layouts
  •         Modifying Resource and Activity Usage Profiles

Customizing Reports

  •         Reports Overview
  •         Opening Reports
  •         Using Report Groups
  •         Creating and Modifying Reports
  •         Using the Report Editor
  •         Adding Data Sources and Rows to Reports
  •         Adding Text Cells to Reports
  •         Sorting Report Data Sources
  •         Customizing a Report with the Report Editor
  •         Setting Up Batch Reports

Printing Layouts and Reports

  •         Defining Page Settings
  •         Previewing Layouts and Reports
  •         Printing Layouts and Reports
  •         Publishing Layouts and Reports in HTML Format

Publishing a Project on the Web

  •         Project Web Site Overview
  •         Publishing a Project Web Site
  •         Customizing the Appearance of a Project Web Site
  •         Publishing Activity and Tracking Layouts


NOTE:-All the participants are provided with necessary reference files. We also Provide Certificates and future consulting service to Participants.