Primavera P6 Training Perth – Understanding Project Management Software

primavare_P6 V82_training manualUnderstanding Project Planning and Scheduling Software Training in Perth

Planning and scheduling software, like Primavera P6, enables the user to:

  • Enter the breakdown structure of the project deliverables or products into the software. This is often called a Work Breakdown Structure (WBS) or Product Breakdown Structure (PBS),
  • Break a project down into the work required to create the deliverables and enter these into the software as Activities under the appropriate WBS,
  • Assign durations, constraints, predecessors and successors of the activities and then calculate the start and finish date of all the activities,
  • Assign resources and/or costs, which represent people, equipment or materials, to the activities and calculate the project resource requirements and/or cash flow,
  • Optimize the project plan,
  • Set Baseline Dates and Budgets to compare progress against,
  • Use the plan to approve the commencement of work,
  • Record the actual progress of activities and compare the progress against the Baseline and amend the plan when required, allowing for scope changes, etc.,
  • Record the consumption of resources and/or costs and re-estimate the resources and/or costs required to finish the project, and
  • Produce management reports.

There are four modes or levels in which project planning and scheduling software may be used.

Planning Tracking
Without Resources LEVEL 1

Planning without Resources


Tracking progress without Resources




Planning with Resources


Tracking progress with Resources

As the level increases, the amount of information required to maintain the schedule will increase and, more importantly, your skill and knowledge in using the project management software will increase.

Eastwood Harris Supplies Project Management Training Manuals, Project Management Training Presentations and Consulting on Primavera P6 and Microsoft Project 2010 across Australia.

Create a Project Using Primavera P6 – Primavera P6 Training Sydney Melbourne Perth

isbn#9781921059575 _Oracle Primavera P6 Training manual_V8-1Creating Projects in Sydney, Melbourne or Perth Using Primavera P6

To create a project in a Primavera database, you will need the following information:

  • An EPS Node, OBS Node in the database to assign the project,
  • Project ID (a code assigned to the project) and the Project Name,
  • The Project Start Date (and perhaps the Finish Date), and
  • The Rate Type. Primavera has five rates per resource and this option enables you to select a rate as the default resources rate.

It would also be useful to know other information such as:

  • Client name, and
  • Project information such as location, project number and stakeholders.

Defining the Calendars

Before you start entering activities into your schedule, it is advisable to set up the calendars. These are used to model the working time for each activity in the project. For example, a 6-day calendar is created for those activities that will be worked for 6 days a week. The calendar should include any public holidays and any other exceptions to available working days, such as planned days off.

Primavera Software has three types of calendars:

  • Global– which may be assigned to activities and resources in any project,
  • Project– these are project-specific calendars assigned to activities, and
  • Resource– that are assigned to resources.

Project and Resource calendars may be linked to Global calendars, enabling any changes to holidays made to a Global calendar to be inherited by the associated Project and Resource calendars.

Defining the Project Breakdown Structures

A project breakdown structure (PBS) is a way of categorizing the activities of a project into numerous codes that relate to the project. The codes act as tags or attributes of each activity.

During or after the activities are added to the schedule, they are assigned their PBSs so that they may be grouped, summarized, and filtered in or out of the display.

Primavera has two principal methods of assigning a PBS to your project:

  • The Work Breakdown Structure (WBS) function, which is comparable to the P3 and SureTrak WBS functions.
  • The Activity Code function that operates in a way similar to P3 and SureTrak.

Before creating a project, you should design your PBSs by asking the following questions:

  • Which phases are involved in the project (e.g., Design, Procure, Install and Test)?
  • Which disciplines are participating (e.g., Civil, Mechanical and Electrical)?
  • Which departments are involved in the project (e.g., Sales, Procurement and Installation)?
  • What work is expected to be contracted out and which contractors are to be used?
  • How many sites or areas are there in the project?

Use the responses to these and other similar questions to create the PBSs.

Eastwood Harris Supplies Project Management Training Manuals, Project Management Training Presentations and Consulting on Primavera P6 and Microsoft Project 2010 across Australia.

Book Review Cont’d – “Project Planning & Control Using Primavera® P6 TM”

isbn#9781921059575 _Oracle Primavera P6 Training manual_V8-1Book Review Cont’d – “Project Planning & Control Using Primavera® P6 TM

Harris is thorough in that he covers the basics of Primavera P6 software and its advanced functions such as User and Administration Preferences and Advanced Scheduling Options, the 3 types of calendars (unlike P3’s 2 types), Roles and Resources and multiple ways of organizing the project (WBS, OBS, Contract, Phase, etc.).

Harris also does a particularly good job in explaining the differences between 3 ways of stating percent complete: Physical Percent Complete, Duration Percent Complete, and Units Percent Complete and the 4 Activity Types.

He has also introduces some new topics not covered in his previous Version 7.0 book , including “Resource Optimization” which includes “Resource Leveling”, “Multiple Project Scheduling”, “User Definable Fields”, “Global Change” and more information on “Managing the Enterprise Environment”.

Since scheduling requirements vary from project to project and company to company, Harris explains how to build and maintain project schedules both with and without resources (manpower, equipment, money, materials).

If you are embarking on migrating to Primavera P6’s complex and IT intensive scheduling system, I urge you to consider using Paul Harris treatise on “Project Planning & Control Using Primavera® P6 TM Paul Harris knows P6 and knows how to explain how to use it effectively and efficiently.

Review by

A. Larry Aaron CCE

President, T&M Concepts

Oracle Primavera P6 training courses are available in Sydney, Melbourne, Brisbane and Perth

Buy the “Project Planning &Control Using Oracle® Primavera® P6 Version 8.1 – Professional Client and Optional Client” Training Manual Now!