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Course 102 (Primavera P6®)
Project Management in Primavera P6 Release 7
Planning & Scheduling

 

This course provides hands-on training for Primavera’s client/server-based solution, leading participants through the entire project life cycle, from planning to execution. Topics include adding activities, assigning resources, and creating a baseline. Participants also gain a thorough background in the concepts of planning and scheduling.

All workshops and instruction stress the three basic elements of project management: schedule, resource and costs.

Professional Development and Continuing Education Units: Earns 19.5 PDUs and 1.95 CEUs

Audience: New P6® users
Prerequisite: Fundamental Project Management Training and a knowledge of Windows™

Learn to:

  • Create a project
  • Add activities
  • Schedule a project
  • Assign resources
  • Adjust project schedule
  • Create reports

Suggested Prerequisites:

  • Knowledge of project management principles

Course Objectives:

  • Manage multiple projects
  • Create a project
  • Create a Work Breakdown Structure
  • Add activities
  • Maintain the project documents library
  • Create relationships
  • Schedule the project
  • Assign constraints
  • Format schedule data
  • Define roles and resources
  • Assign roles
  • Assign resources and costs
  • Analyze resources
  • Optimize the project plan
  • Execute the project
  • Report performance

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Course Topics:

Data, Navigating, and Layouts

  • Describe enterprise and project-specific data
  • Log in
  • Open an existing project
  • Navigate in the Home window and Activities window
  • Open an existing layout
  • Customize a layout
  • Save a layout

Enterprise Project Structure

  • Describe the components that comprise the Enterprise Project Structure
  • View the EPS

Creating a Project

  • Create a project
  • Navigate in the Projects window
  • View and modify information in Project Details

Creating a Work Breakdown Structure

  • Define a Work Breakdown Structure
  • Create multiple levels of a WBS hierarchy

Adding Activities

  • Describe an activity and its components
  • Describe activity types
  • Add activities
  • Add a Notebook topic to an activity
  • Add steps to an activity
  • Assign activity codes to activities

Creating Relationships

  • View a network logic diagram
  • Differentiate between the four relationship types
  • Create relationships in the Activity Network
  • Create relationships in Activity Details

Scheduling

  • Perform a forward and backward pass
  • Describe float and its impact on a schedule
  • Identify loops and open ends
  • Calculate a schedule
  • Analyze the scheduling log report

Assigning Constraints

  • Apply an overall deadline to a project
  • Apply a constraint to an individual activity
  • Add notebook topics to constrained activities
  • Describe the available constraint types

Maintaining the Project Documents Library

  • Describe the difference between a work product and a reference document
  • Create a document record
  • Link the document record to a project document or work product
  • Assign the project document to an activity or WBS

Formatting Schedule Data

  • Group activities according to a specific criteria
  • Sort activities
  • Apply a filter
  • Create a filter

Roles and Resources

  • Describe roles
  • Views the roles dictionary
  • Describe resources
  • Identify the differences between labor, nonlabor and material resources
  • View the resource dictionary

Assigning Roles

  • Assign roles to an activity
  • Assign rates on roles

Assigning Resources and Costs

  • Assign resources by role
  • Assign labor, nonlabor, and material resources to activities
  • Adjust Budgeted Units/Time for a resource
  • Assign expenses to activities

Analyzing Resources

  • Display the Resource Usage Profile
  • Format a profile
  • Format the timescale

Optimizing the Project Plan

  • Analyze schedule dates
  • Shorten a project schedule
  • Analyze resource availability
  • Remove resource overallocation
  • Analyze project costs

Baselining the Project Plan

  • Create a baseline plan
  • Display baseline bars on the Gantt Chart
  • Modify the bars on the Gantt Chart

Project Execution and Control

  • Describe several methods for updating the project schedule
  • Use Progress Spotlight
  • Status activities
  • Reschedule the project

Reporting Performance

  • Describe reporting methods
  • Run a schedule report
  • Create a resource report with the Report wizard
  • Create a time distributed report
  • Create a report using the current layout

Project Web Site

  • Create and launch a project Web site
  • Customize the appearance of a project Web site
  • Publish activity layouts as HTML pages

Suggested Next Courses:

Resource Management in Primavera P6 Rel 7.0 Course 106R
 

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