Planning And Control With Oracle Primavera P6 Ppm Eight Point Three

This course was updated in 2021 and covers P6 Version 8 to 20 and explains the differences between the versions.

Last updated 2022-01-10 | 4.3

- This course is aimed at teaching students how to use Primavera Project Manager P6 PPM Professional Client up to an intermediate level including:
- - Introduction to the user interface and how to plan projects without resources
-
- - Filters layouts
- printing
-

What you'll learn

This course is aimed at teaching students how to use Primavera Project Manager P6 PPM Professional Client up to an intermediate level including:
- Introduction to the user interface and how to plan projects without resources

- Filters layouts
printing

- Baselines and updating an un-resourced project

- Creating and assigning roles and resources

- Controlling projects with resources and costs

- Setting up and administering a database plus advanced features including import/export
Activity Codes
Custom Data Fields and Global Change.

* 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.

Description

ABOUT THE COURSE

This course aims to teach participants:

  • Introduction to the user interface,

  • How to plan projects without resources,

  • Filters layouts, printing,

  • Baselines and Updating an un-resourced project,

  • Creating and assigning roles and resources,

  • Controlling projects with resources and costs,

  • Setting up and administering a database,

  • Plus some advanced features including Import/Export, Activity Codes, Custom Data Fields and Global Change.

The following people should consider attending this course:

  • 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.

Students should have:

  • The ability to use a personal computer and understand the fundamentals of the operating system,

  • Experience using application software such as Microsoft Office and

  • An understanding of how projects are planned, scheduled and controlled, including understanding the project management processes applicable to your projects.

COURSE CONTENTS

  1. Introduction

  2. Creating a Project Plan

  3. Starting Up and Navigation

  4. Creating a New Project

  5. Defining Calendars

  6. Creating a Primavera Project WBS

  7. Adding Activities and Organizing Under The WBS

  8. Formatting the Display

  9. Adding Relationships

  10. Activity Network View

  11. Constraints

  12. Group, Sort and Layouts

  13. Filters

  14. Printing, Reports and Visualizer

  15. Scheduling Options and Setting a Baseline

  16. Updating an Unresourced Schedule

  17. User and Administration Preferences

  18. Creating Roles and Resources

  19. Assigning Roles, Resources and Expenses

  20. Resource Optimization

  21. Updating a Resourced Schedule

  22. Other Methods of Organizing Project Data, Activity Codes and User Defined Fields

  23. Global Change

  24. Managing the Enterprise Environment

  25. Multiple Project Scheduling

  26. Utilities, Reflection Projects, Audit Trail, Import and Export

  27. Earned Value Management with P6


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.

Course content

27 sections • 155 lectures

Course Introduction Preview 05:35

This is a description of the course content

Purpose, Required Background Knowledge Preview 02:01

Purpose of Planning, Planning Metrics, Cycle, Level, Monitoring and Controlling Preview 10:02

Section 1 Summary Preview 00:29

This is a summary of Section 1 lectures

Creating a Project Plan Preview 00:53

Understanding the Software, Enterprise Project Management and Your Project Preview 05:30

Level 1 – Planning Without Resources Preview 19:06

Level 2, Level 3 and Level 4 Preview 05:19

Summary of Section 2 Preview 01:52

Introduction to Starting Up and Navigation Preview 01:29

Logging In, Projects Window, Opening Projects, Displaying Activities,Portfolios Preview 15:49

Top and Bottom Panes, User Preferences and Starting Day of the Week Preview 20:12

Admin Preferences, Options, Do Not Ask Me About This Again, Mouse Clicking Preview 06:32

Accessing Help Preview 03:40

Refresh Data – F5 Key, Commit Changes – F10 Key, Send Project & Closing Down Preview 05:04

Starting Up and Navigation - Summary Preview 00:55

Workshop 1 – Navigating Around the Windows Preview 09:30

The workshops are available as a downloadable pdf and I have also created a video for each of the workshops for you to practice.

Introduction to Creating a New Project Preview 00:50

Creating, Copying, Importing, Setting Up a Project Preview 19:07

Summary of Creating a New Project Preview 00:41

Workshop 2 - Creating Your Project Preview 03:45

Defining Calendars Introduction Preview 00:53

Database Default Calendar, Global & Project Calendars, Project Default Calendar Preview 07:07

Creating a New Global, Project Calendar and Resource Calendars Preview 07:44

Move, Copy, Rename and Delete a Calendar and Editing Calendars Preview 18:46

Defining Calendars - Summary Preview 00:49

Workshop 3 – Maintaining the Calendars Preview 05:08

Creating a Primavera Project WBS - Introduction Preview 00:42

Opening and Navigating the WBS Window, Creating and Deleting a WBS Node Preview 19:49

Creating a Primavera Project WBS - Summary Preview 00:54

Workshop 4 – Creating the Work Breakdown Structure Preview 02:20

Adding Activities and Organizing Under the WBS - Introduction Preview 02:23

New Activity Defaults Preview 09:27

Adding New Activities, Default Activity Duration, Copying and Renumbering Preview 05:45

Elapsed Duration, Finding Bars, Assigning Calendars & WBS, Reordering or Sorting Preview 10:26

Undo Preview 01:07

Summarizing Activities Using WBS Preview 01:00

Spell Check Preview 00:58

Adding Activities and Organizing Under the WBS - Summary Preview 01:20

Workshop 5 – Adding Activities Preview 02:52

Formatting the Display - Introduction Preview 01:07

Project Window, Understanding Forms, Formatting the Bars, Progress Lines Preview 26:45

Columns, Row Height, Timescale, Attachments, Fonts, Colors, Line Numbers Preview 17:24

Formatting the Display - Summary Preview 00:55

Workshop 6 – Formatting the Bar Chart Preview 10:42

Adding Relationships - Introduction Preview 00:38

Constraints, Understanding Relationships, Lags and Leads and Formatting Preview 08:23

Adding and Removing Relationships, Dissolving Activities, Circular Relationships Preview 05:36

Scheduling the Project, Reviewing Relationships, Leads and Lags Preview 10:25

Relationship Comments New to P6 Version 20 Preview 02:52

Adding Relationships - Summary Preview 00:57

Workshop 7 – Adding the Relationships Preview 02:42

Activity Network View - Introduction Preview 01:11

Viewing a Project Using the Activity Network View, and using the Network View Preview 10:46

Early Date, Late Date and Float Calculations Preview 03:31

Activity Network View - Summary Preview 00:38

Workshop 8 – Scheduling Calculations and Activity Network View Preview 03:30

Constraints - Introduction Preview 00:25

Assigning Constraints, Project Must Finish By Date, Activity Notebook Preview 13:56

Constraints - Summary Preview 00:21

Workshop 9 – Constraints Preview 05:28

Group, Sort and Layouts -Introduction Preview 03:05

Group and Sort Activities and Understanding Layouts Preview 13:17

Group, Sort and Layouts - Summary Preview 00:32

Workshop 10 – Organizing Your Data Preview 03:59

Filters - Introduction Preview 00:22

Understanding Filters, Applying a Filter, Creating and Modifying a Filter Preview 11:20

Filters - Summary Preview 00:39

Workshop 11 – Filters Preview 04:02

Printing and Reports - Introduction Preview 00:38

Printing Preview 13:01

Reports Preview 06:41

Publish to a Web Site Preview 03:22

Visualizer Preview 08:09

Claim Digger - Schedule Comparison Preview 03:01

Printing, Reports and Visualizer - Summary Preview 00:26

Workshop 12 – Printing Preview 03:15

Scheduling Options and Setting a Baseline - Introduction Preview 02:28

Understanding Date Fields Preview 15:20

Scheduling Options – General Tab Preview 15:04

Setting the Baseline Preview 06:48

Limitations on Viewing Baseline Data Preview 03:55

Scheduling Options and Setting a Baseline - Summary Preview 00:29

Workshop 13 – WBS, LOEs and Setting the Baseline Preview 08:46

Updating and Unresourced Schedule - Introduction Preview 00:53

Practical Methods of Recording Progress Preview 10:01

Understanding the Concepts and Updating the Schedule Preview 19:15

Updating an Unresourced Schedule - Summary Preview 00:45

Workshop 14 – Progressing and Baseline Comparison Preview 06:06

User Preferences and Admin Preferences Introduction Preview 00:34

User Preferences Preview 22:40

Admin Menu - Create Users Preview 19:31

Admin Preferences and Admin Categories Preview 20:52

Miscellaneous Defaults Preview 12:28

User Preferences and Admin Preferences - Summary Preview 00:25

Creating Roles and Resources - Introduction Preview 00:28

Understanding Resources and Roles Preview 08:58

Creating Roles, Creating Resources and the Resources Window Preview 17:33

Creating Roles & Resources - Summary Preview 00:54

Workshop 15 – Adding Resources to the Database Preview 06:14

Assigning Roles, Resources and Expenses - Introduction Preview 00:56

Understanding Resource Calculations and Terminology Preview 03:53

Project Resource Preferences, User Preferences Applicable to Assigning Resources Preview 11:03

Activities Window Resource Preferences and Defaults Preview 14:03

Assigning & Removing Roles, Resources, Resource Duration Calculation Preview 08:44

Expenses Preview 03:07

Suggested Setup for Creating a Resourced Schedule Preview 02:14

Assigning Roles, Resources and Expenses - Summary Preview 00:59

Workshop 16 – Assigning Resources and Expenses to Activities Preview 03:40

Resource Optimization - Introduction Preview 01:18

Reviewing Resource Loading, Resource Assignments Window Preview 19:35

Copying and Pasting into Excel, Other Tools for Histograms and Tables Preview 08:31

Methods of Resolving Resource Peaks & Conflicts & Resource Leveling Preview 17:04

Resource Curves Preview 04:06

Resource Optimization - Summary Preview 00:45

Workshop 17 – Resources Optimization Preview 22:08

Updating A Resourced Schedule - Introduction Preview 04:18

Budget Values & Baseline Projects, Data Date, Required Information to Update Preview 07:21

Project Window Defaults for Updating a Resourced Schedule Preview 17:46

Percent Complete Types, Using Steps to Calculate Activity Percent Complete Preview 10:00

Updating the Schedule, Updating Resources, Updating Expenses Preview 11:12

Updating A Resourced Schedule - Summary Preview 00:48

Workshop 18 – Updating a Resourced Schedule Preview 13:44

Other Methods Of Organizing Project Data - Introduction Preview 00:34

Understanding Project Breakdown Structures Preview 02:58

Activity Codes, UDFs, WBS Category, Resource Codes, Cost Accounts Preview 24:37

Assignment Code New to P6 Version 20 Preview 04:21

Other Methods Of Organizing Project Data - Summary Preview 00:33

Workshop 19 – Activity Codes and User Defined Fields (UDF) Preview 10:00

Global Change - Introduction Preview 01:01

Introducing Global Change, the Basic Concepts & Specifying the Change Statement Preview 09:33

More Advanced Examples of Global Change Preview 05:18

Global Change - Summary Preview 01:04

Workshop 20 – Global Change Preview 06:46

Managing the Enterprise Environment - Introduction Preview 02:39

Multiple User Data Display Issues Preview 10:58

EPS, Project Portfolios, OBS, Users, Security Profiles Preview 16:05

Project Codes, Filtering, Grouping & Sorting Projects in the Projects Window Preview 06:31

Summarizing Projects, Job Services, Tracking Window Preview 21:55

Managing the Enterprise Environment - Summary Preview 01:34

Multiple Project Scheduling - Introduction Preview 01:18

Multiple Projects in a P6 Project, Multiple P6 Projects Representing One Project Preview 13:35

F5 & F10, Who Has the Project Open? Setting Baselines for Multiple Projects. Preview 02:41

Restoring Baselines for Multiple Projects Preview 07:17

Multiple Project Scheduling - Summary Preview 02:47

Utilities - Introduction Preview 00:29

Reflection Projects, Advanced Scheduling Options, Audit Trail Columns Preview 05:50

Excel Import and Export Tool Preview 09:12

Project Import and Export Preview 19:24

Check In and Check Out, UN/CEFACT XML format, Online HTML Help Preview 08:40

Utilities - Summary Preview 01:08

27.00-27.02 Earned Value, PMB and Planned Dates Preview 12:07

Earned Value and Actual Costs Preview 05:56

ETC and EV Curves Preview 06:37

EV Summary Preview 01:08