Primavera P6 Fundamentals Rel 19 Ed 1

Module 1: Project Management Life Cycle

• 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
• P6
• 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 and Project-Specific Data
• Enterprise Data
• Project-Specific Data
• Lesson Review

Module 3: Overview and Navigation

• Lesson 3: Overview and Navigation
• Navigating P6
• P6 Sections
• P6 Pages
• Logging In
• Using the P6 Title Bar and P6 Help
• Using the P6 Navigation Bar
• Opening a Project via Dialog Box
• Opening a Project on the EPS Page
• Context Menu
• Navigating the Projects Section
• Projects Navigation Bar
• Viewing the Activities Page and Selecting an Activity View
• Activity Table
• Gantt Chart
• Activity Detail Windows
• WBS Detail Windows
• Lesson Review

Module 4: Creating a Project

• Lesson 4: Creating a Project
• Project Overview
• Creating a Project
• 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 WBS
• WBS Overview
• Adding a Child WBS Element
• Specifying a WBS Code
• Adding a Sibling WBS Element
• Adding a WBS Using Keyboard Shortcuts
• Cutting and Pasting a WBS Element
• Lesson Review

Module 6: Adding Activities

• Lesson 6: Adding Activities
• Activities Overview
• Activity Components and Types
• Start Milestone
• Finish Milestone
• Task Dependent
• Resource Dependent
• Level of Effort
• WBS Summary
• Activity Codes
• Adding Activity Code Values
• Adding Activities
• Start Milestones
• Copying and Pasting Activities
• Deleting Activities
• Importing Spreadsheets to Add Activities
• Editing Activity Details
• Using Steps
• Using Notebooks
• Using Activity Codes
• Lesson Review

Module 7: Calendars

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

Module 8: Case Study – Creating a Project

• Lesson 8: Case Study 1 – Creating a Project

Module 9: Creating Relationships

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

Module 10: Scheduling

• Lesson 10: Scheduling
• Critical Path Method Scheduling
• Critical Path
• Data Date
• Forward Pass
• Backward Pass
• Total Float
• Types of Total Float
• Must Finish By Date
• Backward Pass with Required Finish
• Circular Relationships (Loops)
• Open Ends
• Scheduling Overview
• Scheduling a Project
• Using Schedule Check Report
• Viewing Scheduled Finish Date
• Lesson Review

Module 11: Assigning Constraints

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

Module 12: Customizing Activity Views

• Lesson 12: Customizing Activity Views
• Activity Views Overview
• Grouping, Sorting, Filtering
• Displaying Project Data
• Saving a Copy of an Activity View
• Configuring Columns, Sorting, Grouping, Filtering, Bars, and Gantt Tabs
• Viewing Gantt Chart and Timescale
• Quick Methods to Arrange Columns and Sort Data
• Lesson Review

Module 13: Roles and Resources

• Lesson 13: Understanding Roles and Resources
• Roles and Resources Overview
• Resource Details
• Relationship Between Roles and Resources
• Resource Types
• Viewing Roles and Resources
• Units and Price Information
• Resource Teams
• Roles and Role Teams
• Lesson Review

Module 14: Assigning Roles and Resources

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

Module 15: Case Study – Scheduling and Resource Assignment

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

Module 16: Optimizing the Project Plan

• Lesson 16: Optimizing the Project Plan
• Project Constraints
• Optimizing the Project Plan
• Analyzing Schedule Dates and Resource Allocation
• Analyzing Budget
• Importing and Exporting Projects
• Shortening the Schedule
• Focusing on Critical Activities
• Refining Activity Durations
• Modifying Relationships and Constraints
• Summarizing Resource Allocation
• Assigning Replacement Resources
• Reviewing Budget
• Lesson Review

Module 17: Baselining the Project Plan

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

Module 18: Methods of Applying Progress

• Lesson 18: Methods of Applying Progress
• Preparing Project for Updating
• Scheduling Initial Project Plan
• Data Date, Critical Path
• Creating and Maintaining Baselines
• Updating Project
• Selecting Updating Method
• Auto Compute Actuals
• Linking Percent Complete with Actuals
• Manually Updating Activities, Expenses, and Resources
• Timesheets / Team Member Interfaces
• Delegating Status Updates
• Project Scheduled Services
• Lesson Review

Module 19: Executing the Project Plan

• Lesson 19: Executing the Project Plan
• Updating a Project
• Data Date
• Updating Process Overview
• Using Progress Spotlight
• Updating via Team Member Interfaces

Updating Start Milestones, Completed Activities, Remaining Duration, Actual Units

• Suspending Activities
• Rescheduling the Project
• Assessing Rescheduled Project
• Lesson Review

Module 20: Analyzing the Updated Project

• Lesson 20: Analyzing the Updated Project
• Steps for Analyzing Updated Project
• Questions to Adjust Schedule
• Shortening the Project
• Analyzing Schedule Dates and Critical Activities
• Comparing Current and Baseline Dates
• Reducing Lag on Activities
• Lesson Review

Module 21: Portfolios and Dashboards

• Lesson 21: Portfolios and Dashboards
• Dashboards Overview
• Portfolios Overview
• Ways to Create Portfolios
• Filtering Portlet Data
• Displaying and Modifying Portlets
• Viewing Project Health and Gantt Chart Portlets
• Creating and Managing Dashboards
• Creating Portfolios
• Manually
• By Filter
• Creating, Displaying, and Deleting Portfolio Views
• Lesson Review

Module 22: Case Study – Project Execution and Control

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

Module 23: Updating the Project Using Timesheets

• Lesson 23: Updating the Project Using Timesheets
• Updating a Project
• Timesheet Approval Process
• Data Date
• Applying Actuals
• Viewing Timesheets and Notes
• Approving Timesheets
• Rescheduling the Project
• Lesson Review
• Appendices
• Appendix A: Reporting
• P6 Reporting Process
• Oracle Business Intelligence Publisher
• Primavera Analytics and Oracle Business Intelligence
• Reporting Overview
• Using Reports View
• Configuring Report Delivery Settings
• Scheduling and Viewing Reports
• Appendix B: Case Study Solutions