Primavera P6 Fundamentals Rel 21 Ed 1

Module 1: Project Management Fundamentals

• Lesson 1: Project Management Life Cycle
• Project Management Definitions
• Project Management Life Cycle
• Initiating Process Group
• Planning Process Group
• Executing Process Group
• Controlling Process Group
• Closing Process Group
• Lesson Review

Module 2: Understanding Data in P6

• Lesson 2: Understanding Data in P6
• P6 EPPM and P6 Overview
• Team Member Interfaces
• Other Applications
• Enterprise Project Structure (EPS)
• EPS Overview
• Sample EPS
• Benefits of the EPS
• Organizational Breakdown Structure (OBS)
• Sample OBS
• Enterprise Data vs. Project-Specific Data
• Lesson Review

Module 3: P6 Overview and Navigation

• Lesson 3: Overview and Navigation
• Navigating P6
• P6 Sections and Pages
• Logging In
• Using the Title Bar, Help, and Navigation Bar
• Opening Projects (Dialog Box and EPS Page)
• Context Menu
• Navigating the Projects Section
• Activities Page
• Activity Table
• Gantt Chart
• Activity Detail Windows
• WBS Detail Windows
• Lesson Review

Module 4: Creating and Managing Projects

• Lesson 4: Creating a Project
• Project Overview
• Creating a New Project
• Creating a Project from a Template
• Editing Project Details
• General Detail Window
• Notebook Detail Window
• Lesson Review

Module 5: Work Breakdown Structure (WBS)

• Lesson 5: Creating a Work Breakdown Structure
• WBS Overview
• Creating a WBS
• Adding Child and Sibling WBS Elements
• Specifying WBS Codes
• Keyboard Shortcuts
• Cutting and Pasting WBS Elements
• Lesson Review

Module 6: Activities and Activity Details

• Lesson 6: Adding Activities
• Activities Overview
• Activity Components and Types
• Start / Finish Milestones
• Task Dependent
• Resource Dependent
• Level of Effort
• WBS Summary
• How Activity Type Affects Dates
• Activity Codes
• Adding, Copying, Deleting Activities
• Importing Activities from Spreadsheets
• Editing Activity Details
• Steps
• Notebooks
• Activity Codes and Values
• Lesson Review

Module 7: Calendars

• Lesson 7: Calendars
• Calendar Types
• Global Calendars
• Project Calendars
• Resource Calendars
• Work Time Types
• Calendars and Activity Types
• Viewing and Editing Calendars
• Setting Exceptions and Nonwork Time
• Assigning Calendars to Activities
• Lesson Review

Module 8: Case Study – Project Creation

• Lesson 8: Case Study 1 – Creating a Project

Module 9: Relationships and Network Logic

• Lesson 9: Creating Relationships
• Network Logic Diagram
• Precedence Diagramming Method (PDM)
• Relationship Types
• Finish-to-Start (FS)
• Start-to-Start (SS)
• Finish-to-Finish (FF)
• Start-to-Finish (SF)
• Relationships with Lag
• Creating Relationships and Lag
• Lesson Review

Module 10: Project Scheduling

• Lesson 10: Scheduling
• Critical Path Method (CPM)
• Critical Path
• Data Date
• Forward and Backward Pass
• Total Float and Float Types
• Must Finish By Date
• Circular Relationships and Open Ends
• Scheduling a Project
• Schedule Check Report
• Viewing Scheduled Finish Dates
• Lesson Review

Module 11: Constraints Management

• Lesson 11: Assigning Constraints
• Constraints Overview
• Must Finish By
• Start On or After
• Additional Start and Finish Constraints
• How Constraints Affect Dates
• Project-Level Constraints
• Activity-Level Constraints
• Viewing Total Float
• Lesson Review

Module 12: Customizing Activity Views

• Lesson 12: Customizing Activity Views
• Activity Views
• Grouping, Sorting, and Filtering
• Saving Activity Views
• Configuring Tabs
• Columns
• Sorting
• Grouping
• Filtering
• Bars
• Gantt
• Adjusting Gantt Chart Timescale
• Quick Layout Techniques
• Lesson Review

Module 13: Roles and Resources

• Lesson 13: Understanding Roles and Resources
• Roles vs. Resources
• Resource Details
• Relationship Between Roles and Resources
• Resource Types
• Viewing Resources and Units
• Resource Teams
• Viewing Roles and Role Teams
• Lesson Review

Module 14: Assigning Roles and Resources

• Lesson 14: Assigning Roles and Resources
• Assigning Roles
• Assigning Resources
• Resource Management Steps
• Summarization
• Assignments Detail Window
• Filling Unstaffed Role Assignments
• Designating a Primary Resource
• Lesson Review

Module 15: Case Study – Scheduling and Resources

• Lesson 15: Case Study 2 – Scheduling and Assigning Resources

Module 16: Optimizing the Project Plan

• Lesson 16: Optimizing the Project Plan
• Project Constraints
• Schedule Optimization
• Analyzing Schedule Dates
• Shortening the Project
• Analyzing Resource Allocation
• Budget Analysis
• Importing and Exporting Projects
• Replacing Resources
• Lesson Review

Module 17: Baselining

• Lesson 17: Baselining the Project Plan
• What Is a Baseline?
• Baseline Types
• Creating and Assigning Baselines
• Displaying Baseline Bars
• Converting and Restoring Baselines
• Lesson Review

Module 18: Applying Progress

• Lesson 18: Methods of Applying Progress
• Preparing the Project for Updating
• Data Date and Critical Path
• Updating Methods
• Auto Compute Actuals
• Linking Percent Complete with Actuals
• Manual Updates
• Timesheets and Delegated Updates
• Scheduled Services
• Lesson Review

Module 19: Executing the Project Plan

• Lesson 19: Executing the Project Plan
• Updating the Project
• Using Progress Spotlight
• Updating Milestones and Activities
• Entering Actuals
• Handling Behind-Schedule Activities
• Suspending Activities
• Rescheduling and Assessment
• Lesson Review

Module 20: Analyzing the Updated Project

• Lesson 20: Analyzing the Updated Project
• Analysis Steps
• Adjusting the Schedule
• Comparing Current vs. Baseline Dates
• Reducing Lag
• Lesson Review

Module 21: Portfolios and Dashboards

• Lesson 21: Portfolios and Dashboards
• Dashboards Overview
• Portfolios Overview
• Creating and Managing Dashboards
• Viewing Project Health and Gantt Portlets
• Creating and Managing Portfolios
• Portfolio Views
• Lesson Review

Module 22: Case Study – Execution and Control

• Lesson 22: Case Study 3 – Project Execution and Control

Module 23: Updating Projects Using Timesheets

• Lesson 23: Updating the Project Using Timesheets
• Timesheet Approval Process
• Applying Actuals
• Rescheduling the Project
• Lesson Review
• Appendices
• Appendix A: Reporting
• P6 Reporting Process
• Oracle BI Publisher
• Primavera Analytics
• Scheduling and Viewing Reports
• Appendix B: Case Study Solutions