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
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
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
