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Primavera P6 Application Administration Rel 18 Ed 1

About This Course

This Primavera P6 Application Administration 18 training teaches you how to build enterprise data structures and configure settings to support an enterprise implementation or Cloud deployment.

2 Days

9 Lectures

Copied

Course Content

Module 1: P6 Overview

  • Lesson 1: P6 Overview
  • P6 EPPM
  • P6
  • Additional P6 Applications
  • Other Applications
  • Organizational Roles for P6
  • Network Administrators
  • Database Administrators
  • P6 Application Administrators
  • P6 Project and Resource Managers
  • Web Application Administrators
  • Cloud Administrator
  • Lesson Review

Module 2: Administering P6

  • Lesson 2: Administering P6
  • Implementing P6
  • Structures
  • Enterprise Data
  • Application Settings
  • User Access
  • Project Control
  • Services
  • Reporting
  • Team Members
  • Lesson Review

Module 3: Managing the EPS

  • Lesson 3: Managing the Enterprise Project Structure (EPS)
  • Enterprise Project Structure Overview
  • Elements of the EPS
  • Benefits of the EPS
  • Creating the EPS
  • Sample EPS: Organized by Business Unit, Project Type, and Location
  • Overview: Building the EPS
  • Accessing the EPS Page
  • Creating EPS Elements
  • Creating Additional EPS Elements
  • Using the EPS Detail Windows
  • Lesson Review

Module 4: Managing the OBS

  • Lesson 4: Managing the Organizational Breakdown Structure (OBS)
  • OBS Overview
  • Matching OBS and EPS
  • User Administration
  • Defining the Structure
  • Sample OBS: Similar to EPS, by Business Unit, Roles, and Location
  • Overview: Building the OBS
  • Adding OBS Elements
  • Viewing Responsibility Detail Window
  • Viewing User Detail Window
  • Assigning a Responsible Manager
  • Lesson Review

Module 5: Defining Resources and Roles

  • Lesson 5: Defining Resources and Roles
  • Roles and Resources
  • Using Roles and Resources
  • Sample Resource and Role
  • Relationship Between Roles and Resources
  • Resource Types
  • Defining a Resource Plan
  • Establishing Hierarchy of Resources
  • Defining Resource Codes
  • Creating Role Teams
  • Creating Resource Teams
  • Overview: Configuring Roles
  • Creating a Role
  • Specifying Rates for a Role
  • Specifying Role Limits
  • Assigning a Role to a Role Team
  • Overview: Configuring Resources
  • Viewing Resources
  • Creating a Resource
  • Using Settings Detail Window
  • Using Units and Prices Detail Window
  • Using Codes Detail Window
  • Using Roles Detail Window
  • Creating a Resource Team
  • Lesson Review

Module 6: Enterprise Data

  • Lesson 6: Enterprise Data
  • Enterprise Data Overview
  • Viewing Enterprise Data
  • Configuring Enterprise Data
  • Global Section
  • Project Section
  • Activities Section
  • Resources
  • Risks
  • Issues
  • Documents
  • Configuring Financial Periods
  • Creating Financial Periods
  • Configuring Resource Curves
  • Creating Resource Curves
  • Configuring Calendars
  • Creating a Global Calendar
  • Configuring Codes
  • Creating Weighted Project Codes
  • Using Weighted Project Codes
  • Configuring User-Defined Fields
  • Creating Graphic and Calculated UDFs
  • Using Graphic and Calculated UDFs
  • Lesson Review

Module 7: User Administration

  • Lesson 7: User Administration
  • User Administration Overview
  • Configuring User Access
  • Distinguishing Users and Resources
  • P6 EPPM Modules and Role-Based Functions
  • Module – Contributor
  • Security Profiles and Diagram
  • Pre-Defined Security Profiles
  • User Interface Views
  • User Access in the Cloud
  • Overview: Creating Security Profiles
  • Creating Global Security Profiles
  • Viewing Project Security Profiles
  • Overview: Configuring User Access
  • Creating User Accounts
  • Configuring User Access
  • Overview: Creating User Interface Views
  • Creating User Interface Views
  • Testing New User Login
  • Lesson Review: User Administration

Module 8: Scheduling Services

  • Lesson 8: Scheduling Services
  • P6 Publication and Reporting Process
  • Configuring Publication Services
  • Publishing Project Data and Global Data
  • Oracle Business Intelligence Publisher
  • Primavera Analytics and Oracle Business Intelligence
  • Overview: Project Scheduled Services
  • Scheduling Services
  • Viewing Service Status
  • Overview: Publishing Global and Project Data
  • Enabling Automatic Publishing of Project Data
  • Enabling Automatic Publishing of Global Data
  • Configuring Publication Service Settings for a Project
  • Modifying Publication Options for Multiple Projects
  • Lesson Review

Module 9: Application Settings and My Preferences

  • Lesson 9: Application Settings and My Preferences
  • Application Settings Overview
  • Categories of Application Settings
  • Auditing Database Tables
  • Consent Notice
  • Setting Data Limits
  • Defining Earned Value
  • Configuring Eventing Services
  • Configuring Gateway
  • Configuring General Settings
  • Specifying ID Lengths
  • Defining Report Elements
  • Setting Up Services
  • Configuring Timesheet Settings
  • Setting Time Periods
  • My Preferences
  • Global tab
  • View tab
  • Personal Information tab
  • Password tab
  • Lesson Review

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