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Primavera P6 PPM Professional Advanced Features

Primavera P6 PPM Professional Advanced Features

This course was updated in 2024 and covers P6 Version 8 to 23 and explains the differences between the versions.

£129.99

Associated Courses
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What you'll learn

  • This course is aimed at teaching students the advanced features of Primavera Project Manager P6 PPM Professional Windows Client up to an intermediate level.
  • Import/export
  • Custom Data Fields
  • Setting up and administering a database
  • Activity Codes
  • Global Change

Course Content

Introduction
Introduction and Workshop Instructions
Scheduling Options and Setting a Baseline

15.1 Understanding the Date Fields Part 1
15 – 15.01 Understanding Date Fields Part 1,

Tracking Progress Process,

Understanding Date Fields,

Early Start & Early Finish,

Late Start & Late Finish,

Actual Start & Finish and

Start and Finish

15.1 Understanding the Date Fields Part 2
15.1 Understanding Date Fields Part 2,

Planned Dates,

Planned Dates Issues,

Remaining Early Start & Finish and

Remaining Late Start & Finish

15.2 Schedule Options Part 1
15.2 Schedule Options Part 2
15.3-13.4 Setting Baseline & Limits on Viewing Baseline Data
15.3 Setting the Baseline

15.4 Limitations on Viewing Baseline Data

Workshop 13 – WBS, LOEs and Setting the Baseline

User Preferences and Admin Preferences

17.1 User Preferences Part 1
17.1 User Preferences Part 1

Time Units,

Dates,

Currency,

E-Mail, Assistance,

Application and

Password

17.1 User Preferences Part 2
17.1 User Preferences Part 2

Resource Analysis,

Calculations,

Startup Filters and

Personal Information

15:19
17.2 Admin Menu – Create Users
17.2 Admin Menu – Create Users

Security Profiles and

Create Users

17.3 Admin Preferences
17.3 Admin Preferences

General,

Data Limits,

ID Lengths,

Time Periods,

Earned Value,

Reports,

Options,

Rate Types,

Industry,

Consent Notice,

Status of User Acceptance and

Exception Site List

17.4-5 Admin Categories, Miscellaneous Defaults and Set Language
17.4 Admin Categories

Admin Categories,

Currencies,

Financial Periods P6 Version 19 and earlier,

Financial Periods Calendars introduced in P6 Version 20,

17.5 Miscellaneous Defaults

Default Project – Changed in P6 Version 20 & Language

17.6 Set Language

Other Methods of Organising Project Data

22.1 – 22.2 Project Breakdown Structures and Activity Codes
22.1 Understanding Project Breakdown Structures

22.2 Activity Codes

22.3 User Defined Fields
22.3 User Defined Fields

22.4 – 22.6 WBS Category, Resource Codes & Cost Accounts
22.4 WBS Category or Project Phase

22.5 Resource Codes

22.6 Cost Accounts

22.7 – 22.9 Owner Activity, Assignment Codes & Role Codes
22.7 Owner Activity Attribute

22.8 Assignment Codes

Workshop 19 – Activity Codes and User Defined Fields (UDF)
Workshop 19 – Activity Codes and User Defined Fields (UDF)

Global Change

23.1 – 21.5 Introducing Global Change, Simple Changes and Selecting Activities
23.1 Introducing Global Change

23.2 The Basic Concepts of Global Change

23.3 Specifying the Change Statements

23.4 Examples of Simple Global Changes

23.5 Selecting the Activities for the Global Change

23.06-10 Duration Calcs, Any & All, Tempory Values and More Advanced Examples
23.6 Duration Calculations with Global Change

23.7 (Any of the following) and (All of the following)

23.8 Temporary Values 23.9 Global Change Functions

23.10 More Advanced Examples of Global Change

Workshop 20 – Global Change

Managing the Enterprise Environment

24.01-05 Multiple User Display Issues to Users, Security and OBS.mp4
24.1 Multiple User Data Display Issues

24.2 Enterprise Project Structure (EPS)

24.3 Project Portfolios 24.4 Organizational Breakdown Structure – OBS

24.5 Create Users, Security Profiles and Organizational Breakdown Structure

24.06-11 Project Codes to Job Services.mp4
24.6 Project Codes

24.7 Filtering, Grouping and Sorting Projects in the Projects Window

24.8 Project Durations in the Projects Window

24.9 Why Are Some Data Fields Gray and Cannot Be Edited?

24.10 Summarizing Projects

24.11 Job Services

24.12 Tracking Window

24.12 Tracking Window
Updated 2024

24.12 Tracking Window

Multiple Project Scheduling

25.1 – 25.7 Multiple Project Scheduling
25.1 Multiple Projects in One Primavera Project

25.2 Multiple P6 Primavera Projects Representing One Project

25.3 Setting Up Primavera Projects as Sub-projects

25.4 Refresh Data F5 and Commit Changes F10

25.5 Who Has the Project Open?

25.6 Setting Baselines for Multiple Projects

25.7 Restoring Baselines for Multiple Projects

Utilities

26.1 – 26.3 Reflection Projects, Advanced Scheduling Options & Audit Trail
26.1 Reflection Projects

26.2 Advanced Schedule Options

26.3 Audit Trail Columns

26.4 Excel Import and Export
26.4 Excel Import and Export

26.5 Project Import and Export Part 1 Introduction and XER Files
26.5 Project Import and Export Part 1 Introduction and XER Files

26.5 Project Import and Export Part 2 P6 XML Files
26.5 Project Import and Export Part 2 – P6 XML Files

26.5 Project Import and Export Part 3 Microsoft Project XML File Export
26.5 Project Import and Export Part 3 – Microsoft Project XML File Export

26.5 Project Import and Export Part 4 Microsoft Project XML File Import
26.5 Project Import and Export Part 4 – Microsoft Project XML File Import

26.6 – 26.8 Check In and Check Out, Online Help & Activity Discusion Feature
26.6 Check In and Check Out

26.7 Online HTML Help

26.8 Activity Discussion Feature

26.9 – 26.12 Lean Tasks to Multiple Project Views
26.9 Lean Tasks may be imported using an XML file

26.10 Maintain Relationships with External Projects

26.11 Assignment Cost are Exported

26.12 Multiple Project Views Displayed Side by Side

Earned Value Management with P6

27.1 – 27.7 Earned Value Management with P6
27.1 Performance Measurement Baseline

27.2 Planned Value

27.3 Earned Value

27.4 Actual Costs

27.5 Estimate to Complete

27.6 Activity Usage S-Curves

27.7 Sample Graphical S-Curves

Requirements

  • The ability to use a personal computer and understand the fundamentals of the operating system.
  • Experience using application software such as Microsoft Office.
  • An understanding of how projects are planned, scheduled and controlled, including understanding the project management processes applicable to your projects.
  • Access to a computer with Oracle Primavera P6 loaded.

Description

The course was updated to Oracle Primavera P6 Version 23 in May 2024

This course aims to teach participants:

SCHEDULING OPTIONS AND SETTING A BASELINE

  • Understanding Date Fields
  • Scheduling Options – General Tab Setting the Baseline

USER AND ADMINISTRATION PREFERENCES AND SCHEDULING OPTIONS

  • User Preferences
  • Admin Create Users
  • Admin Preferences
  • Admin Categories
  • Miscellaneous Defaults

OTHER METHODS OF ORGANIZING PROJECT DATA

  • Understanding Project Breakdown Structures
  • Activity Codes
  • User Defined Fields
  • WBS Category or Project Phase Resource Codes
  • Cost Accounts Owner
  • Activity Attribute
  • Assignment Codes and Role Codes

GLOBAL CHANGE

  • Introducing Global Change
  • The Basic Concepts of Global Change
  • Specifying the Change Statements
  • Examples of Simple Global Changes
  • Selecting the Activities for the Global Change
  • Duration Calculations with Global Change
  • (Any of the following) and (All of the following)
  • Temporary Values Global Change Functions
  • More Advanced Examples of Global Change

MANAGING THE ENTERPRISE ENVIRONMENT

  • Multiple User Data Display Issues
  • Enterprise Project Structure (EPS)
  • Project Portfolios
  • Organizational Breakdown Structure – OBS
  • Users, Security Profiles and Organizational Breakdown Structure
  • Project Codes Filtering, Grouping and Sorting Projects in the Projects Window
  • Project Durations in the Projects Window
  • Why Are Some Data Fields Gray and Cannot Be Edited?
  • Summarizing Projects Job Services
  • Tracking Window

MULTIPLE PROJECT SCHEDULING

  • Multiple Projects in One Primavera Project
  • Multiple P6 Primavera Projects Representing One Project
  • Setting Up Primavera Projects as Sub-projects
  • Refresh Data and Commit Changes
  • Who Has the Project Open?
  • Setting Baselines for Multiple Projects
  • Restoring Baselines for Multiple Projects

UTILITIES

  • Reflection Projects
  • Advanced Scheduling Options
  • Audit Trail Columns
  • Excel Import and Export Too
  • Project Import and Export
  • Check In and Check Out
  • UN/CEFACT XML format
  • Online HTML Help
  • Lean Tasks, Maintain Relationshipss with External Project Assignment Costs and Muli Project Views

Who this course is for:

  • Programme Managers and Project Control staff evaluating the software against your organisational requirements.
    Project schedulers who wish to learn how to use the software to schedule and control projects.
    Database managers who wish to understand how to set up and administer a database.
    Experienced project personal who wish to learn how to schedule and control a project.

Instructor

Paul E Harris

Author & Instructor

  • 4.5 Instructor Rating
  • 1,862 Reviews
  • 8,015 Students
  • 8 Courses
Paul Harris holds an Honours Degree in Civil Engineering obtained in the UK and is a Certified Cost Engineer through AACEI International, a PRINCE2 Registered Practitioner, an Approved PRINCE2 Trainer and a “Managing Successful Programmes” Registered Practitioner. He has worked in the project controls industry for a number of years and has assisted many companies in a range of industries to set up and run project controls systems. His Melbourne, Australia based company, Eastwood Harris Pty Ltd, offers project controls consulting and training services world wide with a strong focus on Microsoft Project and Primavera software.