Project Planning & Control using Primavera® P6 TM

Course Description
Primavera course is designed to teach planners and schedulers how to setup and use P6 in a
project environment. This course explains the steps required to create and maintain an
unresourced and resourced schedule. It tackles some of the more complex aspects of P6 and the
sources of information & methods that should be employed to produce a realistic and useful
project schedule.

Course Outline
Purpose of Planning
Understanding Planning and Scheduling Software
Enterprise Project Management
Understanding Your Project
 Planning Without Resources
 Monitoring Progress Without Resources
 Scheduling With Resources, Roles & Budgets
 Monitoring and Controlling a Resourced Schedule

Day 1 Creating a Primavera Project WBS

Opening and Navigating the WBS Workspace
Starting Up and Navigation Creating and Deleting a WBS Node
Logging In WBS Node Separator
The Home Workspace Work Breakdown Structure Lower Pane
The Projects Workspace Details
Opening One or More Projects Why a Primavera WBS is Important
Opening a Portfolio
Navigating Around a Project Adding Activities & Organizing Under the
User Preferences - Date and Time Display WBS
Accessing Help New Activity Defaults
Application of Options within Forms Adding New Activities
Default Activity Duration
Creating a New Project
Copying Activities in Primavera
Working with OBS - Organizational
Finding the Bars in the Gantt Chart
Breakdown Structure
Activity Information – Bottom Layout
Working with EPS - Enterprise Project
Assigning Calendars to Activities
Structure
Assigning Activities to a WBS
Creating a Blank Project
Summarizing Activities Using WBS
Setting Up a New Project
Copy an Existing Project Day 2
Project Dates
Project Codes Formatting the Display
Filtering, Grouping and Sorting Projects Formatting the Project Workspace
Formatting Columns
Defining Calendars Formatting the Bars
Accessing Global and Project Calendars Row Height
Assigning the Project Default Project Format Fonts and Font Colors
Calendar Format Colors
Creating and Editing Calendars Format Timescale
Resource Calendars Inserting Attachments – Text and Curtain
Editing Calendar Working Days
Adjusting Working Hours Adding Relationships
Inherit Holidays from a Global Calendar Understanding Relationships
Calculation of Activity Summary Duration in Understanding Lags and Leads
Days Formatting the Relationships
Adding and Removing Relationships
Dissolving Activities Assigning Roles, Resources & Expenses
Circular Relationships Understanding Resource Calculations and
Scheduling the Project Terminology
Critical Activities Definition Project Workspace Resource Preferences
Early Date, Late Date and Float Calculations User Preferences Applicable to Assigning
Resources
Activity Network View Activity Workspace Resource Preferences
Viewing a Project Using the Activity Network
and Defaults
View Assigning and Removing Roles
Adding, Deleting Activities in the Activity
Assigning and Removing Resources
Network View Expenses
Adding, Editing and Deleting Relationships Changing Currency format
Formatting the Activity Boxes Suggested Setup for Creating a Resourced
Reorganizing the Activity Network
Schedule
 Trace Logic
Resource Optimisation
Constraints Reviewing Resource Loading
Assigning Constraints Resource Usage Profile and ‘S’ Curve
 Understanding Primary and Secondary Resource Usage Spread Sheet
Constraints Methods of Resolving Resource Peaks and
Project Must Finish By Date Conflicts
Activity Notebook Resource Leveling
Resource Leveling Function
Activity Codes Guidelines for Leveling
Defining Activity Codes (Global, EPS and
Resource Curves
Project) Editing the Resource Usage Spreadsheet –
 Assigning Activity Codes to Single and Bucket Planning
Multiple Activities
 Editing and Deleting Activity Codes Day 4
Group, Sort & Layouts Statusing a Resourced Schedule
Group and Sort Activities Understanding Budget Values and Baseline
Understanding Layouts Projects
Understanding the Current Data Date
Adding More Activity Details Information Required to Update a Resourced
Activity steps and step template
Schedule
Activity Notes Activity Workspace – Percent Complete
 Work Products and Documents Types
Activity Notes Updating the Schedule
 Activity Types
Updating Resources
Store Period Performance
Day 3
Tracking Progress
Creating Roles & Resources Understanding Date Fields
Understanding Resources
Setting the Baseline
Creating Resources and the Resources Update and Restore of Baseline
Workspace Practical Methods of Recording Progress
Editing Resource Calendars Understanding the Concepts
Creating Roles
Updating the Schedule
Cost Accounts
Progress Spotlight
Suspend and Resume
Resource Codes Scheduling the Project
Defining Resource Codes Comparing Progress with Baseline
 Assigning Resource Codes to Single and Corrective Action
Multiple Activities Earned Value Analysis
 Editing and Deleting Resource Codes
User and Administration Preferences Methodology Management
User Preferences Project Architect Wizard and Methodology
Admin Preferences Manager
Admin Categories Base, Plug In and Activity Library
Miscellaneous Defaults Methodology
Multiple Projects in One Primavera Project Importing a Project
Excel Import and Export Tool
Day 5 Project Import and Export
Filters Check In & Check Out
Understanding Filters Printing & Reports
Applying single and multiple Filters
Printing
Creating a New Filter
Print Preview
Modifying a Filter Page Setup
Global Change Print Form
Introducing Global Change Print Setup Form
Concepts of Global Change Reports – General
Specifying the Change Statements Reports – Time Distributed
Selecting the Activities for the Global Change
Global Change Functions Completion of sample Projects
User Defined Fields -x-x-x-x-x-x-