Instructor-Led OPC Training
Oracle Primavera Cloud Basics
Open Enrollment: $595
Next Scheduled Open Enrollment (Virtual) Class: Thursday, June 23rd
Primavera Cloud Basics is our instructor-led OPC class. It covers everything from setting up the workspace and capturing data, to cost and resource loading the schedule. This Primavera Cloud class is taught over video-conferencing software, and can either be set up in our OPC environment, or in yours if you have one set up. The class is divided into lectures, where students watch the instructor, and hands-on exercises for students to get expericence using OPC. For private training we have created a syllabus as a starting point, which can be delivered in one full eight hour day. This class can be tailored to your company’s specific needs, please contact us for more information!
All attendees will receive a certificate upon completion of this training course.
Lauren Hecker and the Taradigm Inc. team provided Ardent General, Inc. outstanding levels of service and training on Oracle’s newest software, OPC. The class outline provided prior to training was excellent, but we requested a few changes pertinent to a General Contractor. Lauren understand our needs and delivered exactly what was promised in our training session. After running through a few other training companies I can say two things. Taradigm provides amazing training options and Lauren Hecker is a phenomenal instructor. Would recommend to all General Contractors using OPC.
I have used Taradigm before for training with another company I worked for, when I started with new company and we needed the training it was automatic to go back to Taradigm and specifically Lauren, she is an amazing instructor, she explains everything perfectly and when you are done you aren’t left with more questions but instead amazed at how much you learned.
I would highly recommended Taradigm and Lauren for your training needs!
Great instructor – thorough and allowed for time, debugging, and questions.
|Configuring Workspace Data||Cost/Resource Loading|
|Interface & Navigation||Creating Resources & Roles|
|Global Admin Settings (setting up users and permission sets)||Assigning Resources & Roles|
|Creating Workspace||Unit & Cost Analysis|
|Creating Calendars||Capturing Project Data|
|Creating Codes||Creating Baselines|
|Configuring Project Data||Creating Scenarios|
|Creating a Project||Status Updates|
|Using Views||Schedule Comparison|
|Work Breakdown Structure||Sharing Project Data|
|Logic & Relationships||Print Settings|
|CPM, Constraints, & Lag||Reports|
Course Syllabus Breakdown
Interface and Navigation
This lesson helps to shorten the learning curve in understanding how to use Oracle Primavera Cloud, and where to find the functions needed to get started with the program. On the Get Started page we explore the objects that can be used within the program and how to access any created objects, such as Projects, Programs, Workspaces, and Portfolios. On the Help page, we look at additional ways to receive context specific help for whichever page you’re using on the program. In the User Menu, we cover how to adjust user preferences, such as time and date displays. Here we also go over how to download additional versions of the program, such as Primavera Professional and the Progressor mobile app. Finally, we focus on the interface and navigation within different object types, such as projects and workspaces.
Global Admin Settings
This lesson focuses on the administrative side of the program: the Global Admin tool. This is the starting point for administrators once an Oracle Primavera Cloud license is acquired. Here we cover configuring integration, creating users, assigning licenses, and creating permission sets. On the License Usage page, we cover the license types available and how to move licenses from one user to another. On the Users page, we cover the user types available within the program and how to add new users to access the cloud database. Once users are created, we move to the Permission Sets page, where we cover how to create both global and object permission sets to manage what specific users are able to do within Oracle Primavera Cloud. FInally, we take a look at the User Groups, User Usage, Companies, and Application Settings. Here we cover how to add all the necessary data to allow your organization to successfully utilize Oracle Primavera Cloud.
In this lesson, we cover creating and adjusting workspaces, the hierarchical structure of your organization’s businesses, objects and processes. This is the enterprise structure that can be used to host and segregate specific projects and project information – such as resources, codes, and calendars. We also cover creating an overall workspace hierarchy, which should be set up at the beginning of an Oracle Primavera Cloud configuration and will represent different structural needs for your organization.
This lesson focuses on creating workspace and project level calendars from the Summary & Settings app. Calendars can be created to identify work and non-work days and hours from projects, resources, and activities. An unlimited number of calendars can be created to accommodate different work patterns. Here, we focus on creating a unique workspace calendar, adding and using holiday lists,adjusting standard work hours, and setting exception dates. Once created, we will cover the sharing methods for calendars, allowing you to choose whether the calendar is automatically or manually shared across projects within the workspace.
Codes are attributes that can be used to categorize data objects based on characteristics that they share. Once created, codes allow you to group, filter and report vast amounts of information spanning different areas of the organization. In this lesson, we focus on creating codes at the workspace level using the Summary & Settings app. Unlimited activity codes can be created for a variety of different items, such as projects, activities, resources, and roles. Here, we will go over creating activity codes and adding code values for the workspace. These workspace-level activity codes will then be available for use in any project within the selected workspace.
Creating a Project
This lesson focuses on creating the project that will be utilized for the rest of the course. A project is a cohesive plan undertaken to create a service, product, or result – such as building a structure or performing product development. Here, we cover how to use the Add Project page to add project details, assign user and group access, and add any companies responsible for work within it. After project creation, we dive into project navigation by going over the different apps that can be used for project management. Most importantly, we cover the options available within the Activities page, where we can track project activities, dates, costs, and other details as the project progresses.
Views allow you to adjust how data is displayed in Oracle Primavera Cloud. For example, on the activities page, Views can be used to adjust the columns that display in the table, the bars available in the Gantt chart, and the tabs that display in the Activity Details section. A variety of View configurations can be saved to quickly switch between different interface configurations for different types of work. In this lesson, we focus on creating new Views both by manually adjusting the screen and by using the Manage Views screen. We will cover how to adjust the columns, saved filters, grouping, sorting, and Gantt chart bar settings to create a new, unique view that can then be saved to the User, to the Project, or to the Workspace. Once created, we look at how to use the Views field to quickly switch between different interface views that will be utilized later on throughout the course.
Work Breakdown Structure
This lesson focuses on creating the Work Breakdown Structure, or the WBS, for the project. The Work Breakdown Structure is a hierarchical arrangement of work activities that divides a project into different phases. With a WBS created, it can then be displayed on the activities table, making it much easier to add activities to your project. Here, we go into the different steps of creating a hierarchical work breakdown structure on the WBS page, from adding layers to adjusting their positioning. This lesson will also cover adjusting the view to group activities by WBS layer, making it easier to conceptualize the schedule as activities are added.
This lesson focuses on adding activities to the project. Here, we cover the four different ways to add activities to the activities table, and how to adjust activity information using the table cells and the details section. We cover the five different activity types within the program, looking at real-world examples of when each type should be utilized. Once added, we focus on adding activity data, such as durations and calendars, and how these added details interact with one another and affect the overall project schedule.
Logic & Relationships
After adding activities and activity details to the schedule, this lesson will focus on tying each activity together using relationships and logic. This is how we can specify the sequence and order that each of the activities should be performed. This lesson covers assigning activities with successor and predecessor activities and adjusting relationship types and lag values. Once activities are fully assigned with logic, we cover scheduling the project using the Schedule tool. Selecting Schedule will allow the program to run a forward and backward pass through the project schedule. Using the Critical Path method of scheduling, this gives each activity a start and a finish date based on the activity’s relationships and durations.
CPM, Constraints, & Lag
This lesson focuses on how the Critical Path Method of scheduling works to assign activity dates, calculate total float, and determine the project’s critical path. Here, we look at examples of the Early Date, Late Date, and Total Float calculations to better understand how Oracle Primavera Cloud schedules a project. We cover constraints here, which requires the activity to meet some prerequisites in order to start or finish. The use of constraints will affect the total float of the project. We also cover the effect of negative float on the project schedule and how to mitigate it. Finally, we cover lag values and how to apply them to activities, including examples of both positive and negative lag use and how it can affect the rest of the schedule.
With the project now fully scheduled, this lesson focuses on dealing with inevitable user errors, such as loops in logic and missed activities. Using the Scheduling Log, we cover how to view schedule information, such as activities without predecessor/successor relationships and activities past the Data Date. We also cover the Schedule Health Score here, which evaluates the quality of your project schedule against set analysis metrics. Using the Schedule Health Score as a guide, we look at identifying problems within the schedule and different methods that can be used to fix them. By the end of this lesson, we ensure that our schedule is healthy, with no major errors that will impact project completion.
Creating Resources & Roles
At this point, the schedule has met all requirements for the initial Baseline. Going forward, we now look at cost and resource loading the schedule to track project costs throughout. In this lesson, we move to the Resources app and cover creating both project and workspace level resources. We cover the differences between the three resource types, and how to associate additional details, such as availability and rates, in the resource details section. This lesson also covers creating roles, which are the personnel job titles or skills needed to execute projects. Once created, we go over how to associate specific resources with roles, allowing us to first role-load our schedule and later replace them with specific resources.
Assigning Resources & Roles
With a pool of resources and roles created, we proceed by assigning these resources to activities to create a cost loaded schedule. This lesson starts by going over creating a resource loading view, allowing you to view cost and unit information as resources are assigned. Then, we cover assigning resources to activities in several different ways: through the Resource Assignments tab of the details section or using the activity’s context gear. Finally, we go over assigning roles to activities and later staffing those roles with resources – allowing you to account for costs and units for the role, before a resource is chosen for the position.
Unit & Cost Analysis
Now that we have a resource loaded schedule, we can analyze that cost and unit data directly to ensure that the project is within the required budget. This lesson focuses on viewing unit and cost information from the Project Usage screen, the Assignment List page, and the Analysis page. The Project Usage screen can be placed over the details section to display resource/role usage over time through spreadsheets and histograms. On the Assignment List page, we are able to view resource assignments, dates and durations, and rolled up units and costs analyzed along a timescale. Lastly, the Analysis page can be used to monitor time-phased unit allocations of resources and roles, helping aleve over allocation and under allocation of resources over time.
In this lesson, we cover how to create a baseline to capture the project’s current information. A baseline is a copy of a project’s schedule data at a given point in time. As a static representation of the project plan, it can be used as a benchmark against which to measure performance as the project progresses. This lesson focuses on the Manage Baselines window, where you can create an unlimited number of baselines and adjust their details. We cover the four different baseline types and their uses within project management to determine which baseline to create at any given time. With baselines created, we cover how to open and view baselines on the activity table at any time using the Open menu.
Along with baselines, Oracle Primavera Cloud allows for the creation of Scenarios. Scenarios are a copy of the project schedule that can be created as a what-if version. Using scenarios, you can create and manage multiple planning situations, requirements, response plans, and delays without affecting the current schedule. This lesson focuses on creating scenarios using the Actions menu and using them to look at how possible delays can affect the overall project duration. Just like with baselines, we look at utilizing the Open menu to open scenarios on the Activities screen and make the needed changes. Lastly, this lesson will cover using the Set As Current Schedule tool, which allows you to replace the current schedule with any created scenario or baseline.
With the initial baseline schedule finalized, the project can begin, and with that will come status updates. In this lesson, we focus on how to perform regular status updates on the project schedule to maintain a record. Starting with creating a view specifically for status updates, we look at the benefits of using the Progress Spotlight tool to highlight the update period on the Gantt Chart. Then we get into using both the Status tab and the activity table cells to adjust each activity’s progress and remaining work. We finish this lesson by going over the data date, which is the as-of date for the project schedule. After statusing the project, we schedule it and adjust the data date, which allows us to view the progress of activities through the Gantt Chart bars.
This lesson focuses on using the Schedule Comparison page. The Schedule Comparison page allows you to compare baselines, scenarios, and specific points in the project’s history with one another. Here, you can track the creation, deletion, and modification of activities, activity values and settings between project versions. We compare the current project schedule with the original baseline version to view the differences between the planned dates and durations with the actual dates and durations of activities. Looking at the activity table, the Gantt Chart, the details section and the Schedule Variance Analysis panel, we see all methods available to compare project data across multiple versions.
Importing & Exporting
With our project completed, this lesson focuses on how to import projects into and export projects out of Oracle Primavera Cloud. We look first at importing project data from P6 XML files into OPC using the Projects page. Then, we look at exporting OPC projects to XML files that can then be imported into Primavera P6 – allowing for both programs to work with the same projects as needed. Lastly, we look at downloading CSV spreadsheet templates, which allows you to add project data to an Excel spreadsheet rather than directly to the program. Once imported back in, the data added to the spreadsheet will adjust the data within the OPC project.
This lesson focuses on looking at printing project schedules from the Activities page and adjusting the Print Preview settings. In the Print Preview, we can adjust options for the document to be printed, such as the paper size, scaling, and timescale. We also look at the Header and Footer settings, where Gantt Chart legends, company logos, and variable text fields can be added to the printed schedule.
Reports are user-defined, lean, non-graphical displays of project data. This lesson focuses on using the Report Editor to create new reports that can be run on any open project. Here, we go into using both the Canvas View and the List View to add columns, set subjects, and create filters for our report. Using an example of a Critical Activities View, we practice creating a report that displays only critical activities. Once created, we cover running reports – both from the Reports List and the Activities page.
Dashboards allow you to create, manage, and view visual representations of project data. In this lesson, we focus on creating dashboards at the workspace and project level to display different project information to different audiences, such as administrators, project managers and executives. On the Dashboard List, we look at the default Overview dashboard, and cover the different tile types that dashboards can consist of. We will also look at charts, which allow you to display a representation of data for the project, with examples from each available chart type. We will then get into creating charts and dashboards by filtering specific project information and rearranging dashboard tiles. With a dashboard created, we look at organizing dashboards to ensure that only the needed dashboards display within the Dashboards List.
Frequently Asked Questions
What is a virtual training course?
A virtual training course is training that is conducted over a Zoom conference call. Users are able to watch and listen to the instructor as they work through the program. After each lesson is an activity, in which the attendees can get hands-on practice within the program. Students can communicate with the instructor throughout the training via their microphone, sharing their screen, or using Zoom’s chat function.
How long is the training course?
This is a 1 day course, with a duration of 8 hours at the most. Some courses may run shorter, depending on attendee’s needs.
What time is the training course?
Our open enrollment courses are scheduled from 8am – 4pm, PST. Private courses can be tailored to times that work for both the trainer and the attendees.
Are there any breaks throughout the training?
Yes, standard courses have several breaks scheduled throughout: a fifteen minute break in the morning, an hour-long lunch break at noon, and a fifteen minute break in the afternoon. Additional breaks can be added to the course as needed.
Do I need to have an Oracle Primavera Cloud license to attend the training?
No, we have 4 OPC licenses that will give you access to the program via our database. However, if you do have your own license or need training for more than 4 users, you can attend the training within your own environment.
Do I need a webcam or a microphone?
No. For this course, we keep webcams off. Microphones are recommended but not required – if you do not have a microphone, you can still communicate with the instructor using the chat function in Zoom.
Can I share my screen with my instructor?
Absolutely! We often utilize screen sharing to assist with walkthroughs and perform any troubleshooting.
Can I ask the instructor questions during the training?
Absolutely! This is an interactive, hands-on course, and students are encouraged to ask as many questions as needed throughout the course.
Will I receive any additional resources after the course is finished?
Yes, the instructor provides attendees with links to a variety of tools that can be used to review the information covered in the course. Additionally, the instructor will be available to answer any follow-up questions via email as needed.
Does the course include a certificate?
Yes. Attendees will receive a certificate upon completion of training.
Can I book a private course for my organization? Or a private, 1-on-1 course?
Yes, please feel free to contact us here to discuss.