Primavera P6 R8.3 Professional Fundamentals Training Course Outline

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1 Course Overview Prescience Technology is an Oracle Platinum Partner and specialist provider of Primavera Services. This Prescience course introduces the user to Oracle Primavera P6 version 8.3 Professional Client. It explores P6 navigation and core functionality and demonstrates how to build a project from start to finish. Course content incorporates the best practice principles for project execution and management and is highly recommended to get you up and running with P6. Course Structure & Certification This is a two-day Instructor Led Training (ILT) training course facilitated by P6 experts with wide industry experience. It includes a number of learner activities and formal assessment along with easy-to-use learner materials designed to support during and beyond training. Course Objectives This course aims to: 1. Provide an introduction to Oracle Primavera P6 v8.3 Professional as an Enterprise Portfolio Project Management (EPPM) tool. 2. Demonstrate how to build a project in P6. 3. Explore how to execute and optimise the project. 4. Introduce and explore the Visualiser reporting tool. 5. Equip the learner with a level of competency that enables them to use P6 in the workplace Target Audience This course is aligned to the competency requirements of the new Primavera P6 Professional user. Prerequisites There are no prerequisites for this course. Assessment The assessment of knowledge and skill development is based on the following: Progressive interactive. Formal Assessment at end of course. Page 1

2 Module 1: Introduction to Primavera P6 R8.3 Professional 1. P6 as a Project Portfolio Management (PPM) tool 2. Enterprise Project Structure (EPS) and Organisational Breakdown Structure (OBS) 3. Enterprise Project Structure (EPS) and Organisational Breakdown Structure (OBS) 4. Navigation of Main Menu and accessing P6 Help 5. Enterprise vs Project Data 6. Navigation of the Projects Window 7. Open a Project 1. Describe P6 as a Project Portfolio Management (PPM) tool 2. Understand the purpose of the Enterprise Project Structure (EPS) and the Organisational Breakdown Structure (OBS) 3. Login to P6 and navigate the Main Menu 4. Differentiate between Enterprise and Project data 5. Navigate the Projects Window 6. Open a Project 1. Login & navigate the Primavera Professional Homepage 2. Open a project and review toolbars Module 2: Building a Project 1. Creating a Project 2. Creating a Work Breakdown Structure 3. Describe Activity Attributes and explain the use of the different Activity Types 4. Add Activity Relationships 5. Link Projects 1. Creating a Project 2. Creating a Work Breakdown Structure 3. Understanding Activities 4. Creating Activity Relationships 5. Linking Projects 1. Create a new Project and Build the WBS 2. Add Activities to a project 3. Creating Activity Relationships Page 2

3 Module 3: P6 Calendars 1. View and Create Calendars 2. Assign Calendars to Activities 1. View calendars using the Enterprise file option 2. Create Calendars 3. Assign Calendars to Activities 4. Assign a Project Default Calendar Create and assign a calendar to an activity Module 4: Resources 1. Resource Breakdown Structure (RBS) 2. Create New Resources 3. Assign Resources 4. View Resource Allocation 1. Understand Resource Breakdown Structure (RBS) 2. Describe Resource classification in P6 3. Navigate the Resources page and explore detail tabs 4. Create and Assign a Resource to an activity 5. View Resource profile and assignments Create and Assign a Resource Module 5: Schedule a Project 1. Critical Path Method Scheduling and the Impact of Float a. Forward and Backward passes b. Out of Sequence activities 2. Schedule a Project c. Schedule Settings d. Viewing the schedule log e. Viewing the Critical Path 3. Assign a constraint 1. Describe Critical Path Method scheduling and the impact of Float 2. Schedule a Project 3. Assign a constraint 4. Interpret the scheduling log 5. View the Critical Path Page 3

4 Scheduling a project Module 6: Baseline a Project 1. Perform schedule analysis and optimise 2. Undertake resource analysis 3. Create and assign a project baseline 1. Perform schedule analysis and optimise schedule 2. Undertake resource analysis 3. Create and assign a project baseline Create and Assign Baseline Module 7: Progress the Project 1. Methods of applying progress 2. Update individual activities 3. Assessing Project Performance 1. Methods of applying progress 2. Understand how P6 calculation settings affect progress updates 3. Assess Project Performance 4. Update individual activities Update and reschedule a project in P6 Module 8: Layouts Filters, Group and Sort 1. Using Layouts, Reporting Layouts 2. Filtering, Grouping and Sorting 3. Customising Columns and Gantt Chart bars 1. Create and Save a Layout 2. Prepare data for printing 3. Format Project Data 4. Utilise Filters to constrain data displayed 5. Utilise Group and Sort options to arrange data 6. Customising Columns 7. Customise data using the Bars dialogue box Creating a Layout Page 4

5 Module 9: Project Documents 1. Using P6 Document function 1. Create links to p6 document Categories in a Project. 2. Assign a Document to an Activity, WBS, or Project 3. Launch a document from within P6 No learner activities Module 10: Reporting a Project 1. Generate Standard Reports 2. Generate Time Distributed Reports 1. Generate a Report using the Report Wizard 2. Generate a Report from a Layout 3. Generate a Time Distributed Report 4. Set print Options for Reports 5. Run Reports in the Report window 6. View Reports in the Report window 1. Report on a project Module 11: Using P6 R8.3 Visualizer 1. Visualizer basic operations 2. Using the Options and Imports functions 3. Create New Timescaled Logic Diagram 4. Create New Gantt Chart 1. Launch Visualizer Stand Alone and from within P6 2. Use the Visualizer Options settings when modifying or creating Timescaled Logic Diagrams and Gantt Charts 3. Open an existing Timescaled Logic template 4. Create Timescaled Logic diagrams 5. Open an existing Gantt Chart template 6. Create Gantt Chart Diagrams 7. Import Primavera P6 Layout.PLF files into Visualizer to create Gantt Chart views 1. Create New TSLD 2. Create New Gantt Chart Page 5

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