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Primavera P6 Professional Fundamentals Rel 21

About This Course

Create a project, add activities and relationships, assign resources, schedule, set a baseline, and then update the project.

3 Days

25 Lectures

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Course Content

  • SECTION I: Overview and Creating a Project

Module 1: Project Management Life Cycle

  • Topics
  • Project Management Definitions
  • Project Management Life Cycle Overview
  • Initiating Process Group
  • Planning Process Group
  • Executing Process Group
  • Monitoring and Controlling Process Group
  • Closing Process Group
  • Learning Objectives
  • Identify the five process groups in the Project Management Life Cycle
  • Describe the steps included in each process group

Module 2: Understanding Data in P6 Professional

  • Topics
  • Primavera P6 Professional Overview
  • Enterprise Project Structure (EPS)
  • EPS Security
  • Organizational Breakdown Structure (OBS)
  • Enterprise Data vs. Project-Specific Data
  • Learning Objectives
  • Describe Primavera P6 Professional
  • Explain the Enterprise Project Structure
  • Describe the Organizational Breakdown Structure
  • Distinguish between enterprise data and project-specific data

Module 3: Overview and Navigation

  • Topics
  • Windows, Menus, Tabs, and Toolbars
  • Layouts and Details
  • Logging In and Access Modes
  • Opening and Closing Projects
  • Tabbed Windows and Tab Groups
  • Toolbars and Menus Customization
  • Layouts
  • Gantt Chart
  • Activity Usage Spreadsheet
  • Activity Network
  • Activity Table
  • Customizing Layouts
  • Selecting Columns
  • Displaying Activity Details
  • Saving Layouts
  • Learning Objectives
  • Log in to P6 Professional
  • Open and navigate projects
  • Open, customize, and save layouts

Module 4: Creating a Project

  • Topics
  • Project Overview
  • Creating a Project
  • Create a New Project Wizard
  • Project Name
  • Project Dates
  • Responsible Manager
  • Assignment Rate Type
  • Viewing and Editing Project Details
  • General, Dates, Notebook, Codes
  • Defaults and Budget Log
  • Learning Objectives
  • Create a project
  • Navigate the Projects window
  • View and modify Project Details

Module 5: Creating a Work Breakdown Structure (WBS)

  • Topics
  • Definition of WBS
  • Viewing WBS Elements
  • Creating a WBS Hierarchy
  • Learning Objectives
  • Define a Work Breakdown Structure
  • Create multiple levels of a WBS hierarchy

Module 6: Adding Activities

  • Topics
  • Activity Definition and Components
  • Activity Types
  • Start Milestone
  • Finish Milestone
  • Task Dependent
  • Resource Dependent
  • Level of Effort
  • WBS Summary
  • Activity Codes and Code Levels
  • Adding Activities
  • New Activity Wizard
  • Activity Details
  • Columns
  • Adding Notebook Topics and Steps
  • Assigning Activity Codes
  • Learning Objectives
  • Describe activities and activity types
  • Add activities to a project
  • Add notebook topics and steps
  • Assign activity code values
  • Case Study 1: Creating a Project
  • SECTION II: Scheduling and Assigning Resources

Module 7: Assigning Calendars

  • Topics
  • Calendars and Calendar Pools
  • Global, Project, and Resource Calendars
  • Work Time and Non-Work Time
  • Creating and Assigning Calendars
  • Learning Objectives
  • Define work and non-work time
  • Explain calendar types
  • Create and assign project calendars

Module 8: Creating Relationships

  • Topics
  • Network Logic Diagrams
  • Precedence Diagramming Method (PDM)
  • Relationship Types (FS, SS, FF, SF)
  • Relationships with Lag
  • Creating Relationships
  • Activity Network
  • Activity Details
  • Learning Objectives
  • View and interpret network logic diagrams
  • Describe and create activity relationships

Module 9: Scheduling

  • Topics
  • Critical Path Method (CPM)
  • Data Date
  • Forward and Backward Pass
  • Float and Its Impact
  • Loops and Open Ends
  • Scheduling a Project
  • Reviewing the Schedule Log
  • Learning Objectives
  • Describe CPM scheduling
  • Calculate a project schedule
  • Analyze scheduling results and logs

Module 10: Assigning Constraints

  • Topics
  • Constraint Types
  • Project-Level Constraints
  • Activity-Level Constraints
  • Impact of Constraints on Dates
  • Adding Comments and Notebook Topics
  • Rescheduling the Project
  • Learning Objectives
  • Describe available constraints
  • Apply project and activity constraints
  • Document constrained activities

Module 11: Creating Layouts

  • Topics
  • Grouping Activities
  • Sorting Activities
  • Filtering Activities
  • Creating and Applying Filters
  • Learning Objectives
  • Group, sort, and filter activities
  • Create and apply custom filters

Module 12: Understanding Roles and Resources

  • Topics
  • Roles and Resources Overview
  • Resource Types
  • Labor
  • Nonlabor
  • Material
  • Viewing Roles and Resources
  • Resource Details
  • Learning Objectives
  • Describe roles and resources
  • Identify resource types
  • View role and resource dictionaries

Module 13: Assigning Roles and Resources

  • Topics
  • Resource Management Process
  • Assigning Roles to Activities
  • Assigning Resources by Role
  • Direct Resource Assignment
  • Adjusting Budgeted Units/Time
  • Assigning Material Resources and Expenses
  • Learning Objectives
  • Assign roles and resources to activities
  • Adjust resource quantities and costs
  • Assign expenses

Module 14: Optimizing the Project Plan

  • Topics
  • Analyzing Schedule Dates
  • Shortening the Project Schedule
  • Analyzing Resource Allocation
  • Resolving Overallocation
  • Analyzing Project Costs
  • Learning Objectives
  • Analyze and optimize schedules
  • Resolve resource overallocation
  • Analyze project costs
  • Case Study 2: Optimizing the Project
  • SECTION III: Baselining and Executing

Module 15: Baselining the Project Plan

  • Topics
  • Baseline Concepts
  • Creating and Managing Baselines
  • Assigning Baselines
  • Displaying and Customizing Baseline Bars
  • Learning Objectives
  • Create a baseline plan
  • Display and customize baseline bars

Module 16: Importing and Exporting Data

  • Topics
  • Import/Export Wizards
  • Import/Export Formats
  • Exporting Projects
  • Importing Projects
  • Reviewing Import Logs
  • Learning Objectives
  • Describe the import/export process
  • Import and export projects

Module 17: Methods of Applying Progress

  • Topics
  • Updating Projects
  • Progress Measurement Methods
  • Auto Compute Actuals
  • Manual Updating
  • Timesheets and Delegation
  • Learning Objectives
  • Describe methods for applying progress

Module 18: Executing the Project Plan

  • Topics
  • Status Updating Process
  • Data Date and Status Period
  • Progress Spotlight
  • Updating Activities and Milestones
  • Rescheduling the Project
  • Learning Objectives
  • Update project status
  • Reschedule projects based on progress

Module 19: Reflection Projects

  • Topics
  • Creating Reflection Projects
  • Making Changes
  • Merging Reflection Projects
  • Learning Objectives
  • Create and manage reflection projects
  • Merge changes into source projects

Module 20: Analyzing the Updated Project

  • Topics
  • Analyzing Schedule Performance
  • Analyzing Resources
  • Analyzing Costs
  • Correcting Variances
  • Learning Objectives
  • Analyze updated project performance
  • Identify and correct variances

Module 21: Reporting Performance

  • Topics
  • Reporting Methods
  • Running Standard Reports
  • Creating Reports with Report Wizard
  • Time-Distributed Reports
  • Layout-Based Reports
  • Learning Objectives
  • Run and create performance reports
  • Case Study 3: Execution and Control
  • SECTION IV: Appendices

Module 22: Creating Output

  • Printing Layouts
  • Page Setup
  • Headers, Footers, Curtains, Attachments
  • Data Date Formatting

Module 23: Managing Work Products and Documents

  • Work Products vs. Reference Documents
  • Creating Document Records
  • Linking and Assigning Documents

Module 24: Schedule Comparison

  • Schedule Comparison Concepts
  • Creating Comparison Reports

Module 25: Case Study Solutions

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