Primavera P6 Professional Project Management Rel 19 Ed 1

• SECTION I: Overview and Project Setup

Module 1: Project Management Life Cycle

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

Module 2: Understanding Data in P6 Professional

• Topics
• Overview of P6 Professional
• Enterprise Project Structure (EPS)
• EPS and Security
• Organizational Breakdown Structure (OBS)
• Enterprise Data vs. Project-Specific Data
• Learning Objectives
• Describe P6 Professional
• Explain EPS and OBS
• Distinguish between enterprise 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
• Customizing Toolbars and Menus
• Working with Layouts
• Gantt Chart, Activity Usage, Activity Network, Activity Table
• Customizing Layouts
• Selecting Columns, Displaying Activity Details, Saving Layouts
• Learning Objectives
• Log in and open projects in P6 Professional
• Navigate windows and tabs
• Open, customize, and save layouts

Module 4: Creating a Project

• Topics
• Project Overview
• Creating a Project
• Using the New Project Wizard
• Project Name, Start/End Dates, Responsible Manager, Assignment Rate Type
• Viewing and Editing Project Details
• General, Dates, Notebook, Codes, Defaults, Budget Log
• Learning Objectives
• Create a project using the wizard
• 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 the WBS Hierarchy
• Learning Objectives
• Define a Work Breakdown Structure
• Create multiple levels of WBS hierarchy

Module 6: Adding Activities

• Topics
• Definition and Components of Activities

Activity Types: Start/Finish Milestones, Task/Resource Dependent, Level of Effort, WBS Summary

• Activity Codes and Levels
• Adding Activities
• New Activity Wizard, Activity Details, Columns
• Adding Steps and Notebook Topics
• Assigning Activity Codes
• Learning Objectives
• Describe activities and types
• Add and modify activities
• Assign codes and add steps/notebook topics
• Case Study 1: Creating a Project
• SECTION II: Scheduling and Resources

Module 7: Assigning Calendars

• Topics
• Calendars and Calendar Pools
• Resource Calendars and Work Time Types
• Linking Holidays and Setting Workweek
• Setting Non-Work Time and Exceptions
• Viewing and Assigning Calendars
• Learning Objectives
• Define work and non-work time
• Create and assign calendars to projects and resources

Module 8: Creating Relationships

• Topics
• Network Logic Diagram
• Precedence Diagramming Method (PDM)
• Relationship Types: FS, SS, FF, SF
• Creating Relationships in Activity Network and Details
• Assigning Lag and Using GoTo Feature
• Viewing Relationships in Gantt Chart
• Learning Objectives
• Understand relationship types
• Create and view activity relationships

Module 9: Scheduling

• Topics
• Critical Path Method (CPM) Scheduling
• Data Date, Forward/Backward Pass
• Total Float, Must Finish By Dates
• Circular Relationships and Open Ends
• Scheduling a Project and Reviewing Schedule Log
• Learning Objectives
• Calculate schedules using CPM
• Analyze scheduling results and logs

Module 10: Assigning Constraints

• Topics
• Constraint Types: Must Finish By, Start On/After, Additional Constraints
• Applying Constraints to Projects and Activities
• Adding Comments and Notebook Topics
• Rescheduling Projects
• Learning Objectives
• Apply project and activity constraints
• Document constrained activities

Module 11: Creating Layouts

• Topics
• Grouping, Sorting, and Filtering Activities
• Creating and Applying Filters
• Collapsing/Expanding Groups
• Learning Objectives
• Customize layouts with grouping, sorting, and filtering

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
• View role and resource dictionaries

Module 13: Assigning Roles and Resources

• Topics
• Resource Management Steps
• Assigning Roles and Resources to Activities
• Assigning by Role or Directly
• Adjusting Units/Time, Primary Resource, Material Resources, Expenses
• Learning Objectives
• Assign resources and roles
• Adjust resource quantities and costs

Module 14: Optimizing the Project Plan

• Topics
• Analyzing Schedule Dates
• Shortening Project Schedule
• Resource Allocation and Overallocation
• Analyzing Project Budget
• Learning Objectives
• Optimize project schedule and resources
• Resolve overallocation and budget issues
• Case Study 2: Optimizing the Project
• SECTION III: Baselining and Execution

Module 15: Baselining the Project Plan

• Topics
• Baseline Concepts
• Creating and Managing Baselines
• Displaying and Customizing Baseline Bars
• Learning Objectives
• Create and manage baselines
• Display and modify baseline bars

Module 16: Importing and Exporting Data

• Topics
• Import/Export Wizards and Formats
• Exporting Projects
• Importing Projects and Reviewing Logs
• Learning Objectives
• Import and export project data

Module 17: Methods of Applying Progress

• Topics
• Updating Projects
• Auto Compute Actuals
• Manual Update and Timesheets
• Delegating Status Updates
• Learning Objectives
• Apply project progress using different methods

Module 18: Executing the Project Plan

• Topics
• Status Updating Process
• Data Date and Status Period
• Progress Spotlight
• Updating Activities and Milestones
• Rescheduling Projects
• Learning Objectives
• Update project status and reschedule

Module 19: Reflection Projects

• Topics
• Creating and Modifying Reflection Projects
• Merging Reflection Projects into Source Projects
• Learning Objectives
• Manage reflection projects
• Merge changes into source project

Module 20: Analyzing the Updated Project

• Topics
• Schedule Analysis
• Resource and Cost Analysis
• Shortening Schedule and Correcting Variances
• Learning Objectives
• Analyze updated project performance
• Identify and correct schedule and cost issues

Module 21: Reporting Performance

• Topics
• Reporting Methods
• Running Reports and Report Wizard
• Creating Time-Distributed Reports and Layout Reports
• Learning Objectives
• Generate and customize reports
• Run batch and time-distributed reports
• Case Study 3: Project Execution and Control
• SECTION IV: Appendices

Module 22: Creating Printed Output

• Output Controls, Page Setup, Headers and Footers
• Attachment Tools and Curtain Tool
• Customizing Data Date Style

Module 23: Managing Documents

• Project Documents, Linking, and Assigning
• Creating Document Records and Assigning to Activities

Module 24: Schedule Comparison

• Using Schedule Comparison
• Creating Comparison Reports

Module 25: Case Study Solutions

Primavera P6 Advanced Resource & Project Management – Modular Course Structure

• SECTION I: Resource Analysis and Allocation

Module 1: Resource and Role Analysis

• Topics
• Resource and Role Usage
• Resource and Role Limits
• Resolving Overallocation
• Logging In
• Resource Usage Profile and Analysis Settings
• Displaying Profiles and Activities for Selected Time Periods
• Viewing Allocation and Formatting Profiles
• Formatting Timescales
• Stacked Resource Histogram
• Viewing Role Allocation
• Analyzing Resources via Spreadsheet (Left, Middle, Right Panes)
• Editing the Resource Usage Spreadsheet
• Learning Objectives
• Analyze resource usage and role allocations
• Identify and resolve overallocation
• Format and interpret resource usage profiles and histograms
• Edit and customize resource usage spreadsheets

Module 2: Resource Assignments Window

• Topics
• Resource Assignments Window Overview
• Customizing the Spreadsheet
• Working in Assignment Details: General & Planning Tabs
• Adjusting Assignments
• Viewing Nonlinear Allocation
• Learning Objectives
• Use the Resource Assignments window for detailed planning
• Customize and manage assignment details
• Understand nonlinear allocation

Module 3: Manual Resource Allocation

• Topics
• Linear vs. Nonlinear Distribution of Work
• Resource Lag and Duration
• Resource Curves
• Adding Lag and Duration to Assignments
• Viewing and Assigning Resource Curves
• Learning Objectives
• Apply manual resource allocation techniques
• Assign and interpret resource curves
• Manage resource lag and duration

Module 4: Bucket Planning

• Topics
• Linear Distribution
• Bucket Planning Concept
• Specifying Activity Duration Type
• Editing Future Period Buckets (Single & Multiple Assignments)
• Tracking Manual Curves
• Learning Objectives
• Use bucket planning to allocate resources over time
• Edit future period buckets
• Track manual resource curves

Module 5: Leveling Resources

• Topics
• Leveling Overview and Handling Conflicts
• Resource Leveling Concepts
• Leveling Rules and Priorities
• Selecting Resources for Leveling
• Analyzing the Leveled Project
• Viewing Leveling Log
• Leveling Based on Activity and Project Priority
• Learning Objectives
• Perform resource leveling to resolve conflicts
• Apply leveling rules and priorities
• Analyze leveled project outcomes

Module 6: Storing Period Performance

• Topics
• Financial Periods
• Past Period Actuals
• Selecting Financial Periods
• Displaying and Storing Period Information
• Editing Past Period Data
• Case Study: Analyzing Resource Usage
• Learning Objectives
• Store and manage performance data for financial periods
• Edit and review past period actuals
• Apply resource analysis in a case study scenario
• SECTION II: Activity Duration, Progress, and Earned Value

Module 7: Duration Types

• Topics
• Time vs. Work
• Duration Type Concepts
• Choosing and Assigning Duration Types
• Recalculating Time/Work Equations
• Fixed Units/Time, Fixed Duration & Units, Fixed Duration & Units/Time
• Modifying Activities: Units, Duration, Adding Resources
• Learning Objectives
• Understand and assign appropriate duration types
• Modify activity parameters based on duration types
• Recalculate time and work equations

Module 8: Calculating Percent Complete

• Topics
• Percent Complete: Duration, Units, and Weighted Steps
• Assigning Percent Complete Type
• Updating Activities Based on Percent Complete
• Setting Up and Updating Weighted Steps
• Learning Objectives
• Track activity progress using percent complete methods
• Use weighted steps to measure performance
• Update activities based on physical, duration, or units percent complete

Module 9: Earned Value

• Topics
• Earned Value Analysis Overview
• Performance Variables: PV, EV, AC
• Schedule and Cost Variance
• Performance Indices: SPI, CPI
• Estimate to Complete (ETC) Calculations
• Performance % Complete and Weighted Milestones
• Updating Activities with Weighted Milestones
• 50/50 Rule and Activity Percent Complete
• Conclusions Based on Earned Value
• Learning Objectives
• Perform earned value analysis to track cost and schedule performance
• Calculate SPI, CPI, and estimate to complete
• Apply weighted milestones for accurate project tracking

Module 10: Advanced Scheduling

• Topics
• Critical Path Method
• Multiple Float Paths
• Scheduling Out-of-Sequence Activities
• Calendar Effect on Lag
• Retained Logic and Progress Override
• Using Predecessor & Successor Calendars
• Learning Objectives
• Apply advanced scheduling techniques
• Manage out-of-sequence activities
• Understand calendar effects on lag and scheduling

Module 11: User-Defined Fields and Global Change

• Topics
• User-Defined Fields (UDFs): Creation and Assignment
• Global Change: Creating, Logic Statements (If..Then..Else), Reports
• Workshop: Applying UDFs and Global Change
• Learning Objectives
• Create and use user-defined fields
• Perform global changes using conditional logic
• Apply global change results to project activities

Module 12: Managing Multiple Projects

• Topics
• Benefits of Managing Multiple Projects
• Viewing Multiple Project Activities
• Scheduling Multiple Projects
• Setting Default Project
• Handling Project Elements in Multi-Project Mode
• Learning Objectives
• Manage multiple projects in Primavera P6
• Schedule and view activities across projects
• Handle default projects and multi-project interactions
• Appendix
• Case Study Solutions