Primavera P6 Two Hour Training Modules

Administrative Tools (P6 For Administrative Teams)

$299

Duration: 2 hours

Requirements: A computer with an internet connection, access to Remote Desktop Connection

Before being able to leverage Primavera P6 Professional for your organization’s work, the application administrator will need to first set up the program for collaboration. Through real-time demonstrations and hands-on activities, this course will guide administrators on how to add new users, security profiles, and data types to the program. Beginning with creating security profiles, we will cover how to create a set of profiles to determine the access rights for each individual user. Once privileges are set, we will focus on how to add new users to give collaborators access to our P6 database. Here, we will also cover how to set up an Organizational Breakdown Structure. An Organizational Breakdown Structure allows you to identify your company’s management structure and choose specific users to be responsible for the projects being worked on. By the end of this course, you will have a P6 setup where all collaborators are able to access the program and work with projects as needed.

LEARNING OBJECTIVES:

• Learn how to user Primavera P6’s administrative tools to setup P6 for collaboration
• Implement P6 by creating new users and security profiles
• Understand how to create and use the Organizational Breakdown Structure in order to identify responsibilities for the project team

Basic Project Creation

$299

Duration: 2 hours

Requirements: A computer with an internet connection, access to Remote Desktop Connection

In order to utilize Primavera P6 to create and manage a comprehensive project schedule, you first need to create a project and add important metadata. In this hands-on training, we will start by working through the New Project Wizard to create a new project and setting basic project details. We will then work on creating a Work Breakdown Structure and adding activities to it. Using the Activity Details section, we will look at the different activity types and details in order to create a dynamic project schedule. Then we will identify logical activity relationship ties to best implement the sequence of work to be performed. Lastly, we will cover using the Schedule tool to perform the Critical Path Method of Scheduling, which will give each activity early and late start and finish dates. By the end of this course, you will have all the knowledge required to create a functional schedule to track all of your project’s work – along with tips and tricks to do it as efficiently as possible.

LEARNING OBJECTIVES:

• Understand the basics of how Primavera P6 works to perform CPM scheduling

• Learn how to use the New Project Wizard to create a new project and adjust details

• Learn how to create a Work Breakdown Structure and add activities

• Learn how to use the scheduling tool to run a forward and backward pass through the project schedule

Performing Status Updates

$299

Duration: 2 hours

Requirements: A computer with an internet connection, access to Remote Desktop Connection

Once an initial baseline schedule is finalized and the project begins, updates to the schedule should be done on a regular basis to maintain a record – normally on a monthly or weekly basis. In this course, we will outline the process of performing a standard status update in Primavera P6. Using the Progress Spotlight tool, we will look at identifying activities and updating their statuses by adding actual dates, costs, and units. Once the activities have been scheduled, we will look at creating additional baselines to save a copy of the project and moving the data date forward. Once we have several baselines created, we will cover how to use the Schedule Comparison tool to compare the actual activity dates with their planned dates. This will determine whether the project is progressing early, late, or just on time.

LEARNING OBJECTIVES:

• Learn how to perform status updates using P6’s Progress Spotlight tool

• Understand how the data date works, and how to move it forward to match the updated dates

• Learn how to create and use baselines to save a copy of the project schedule

• Learn how to use the Schedule Comparison tool to compare baseline dates with actual project dates

Interface Customization & Layouts

$299

Duration: 2 hours

Requirements: A computer with an internet connection, access to Remote Desktop Connection

In order to utilize Primavera P6 to track a variety of project, activity, and resource data, you will need to be able to customize the interface configuration using layouts. The use of layouts lets you view and save different configurations of data, allowing you to switch from a cost loading view to an activity code view with just a few clicks. In this course, you will learn how to customize the P6 interface by adjusting the toolbars, menus, and tool shortcuts that appear. Looking at the Activities, Projects, and Resources screens, you will also learn how to customize the appearance of a single screen and save it as a layout for reuse.

LEARNING OBJECTIVES:

• Customize the toolbars and tools that display
• Use the User Preferences window to adjust time/unit displays
• Understand how layouts work to adjust the configuration of a single page
• Use the View and Layout menu to adjust the layout configuration
• Save and share custom layout configurations

Resource and Cost Loading

$299

Duration: 2 hours

Requirements: A computer with an internet connection, access to Remote Desktop Connection

Cost loading a schedule allows project managers to make forecasts for their projects’ targets – and track whether they are under or over budget as the project progresses. In this course, you will learn how to perform basic and advanced cost loading within Primavera P6, using resources, roles, and expenses. Beyond the basics of creating and assigning resources and roles, you will also learn how to account for non-uniform distributions of work using curves and future bucket planning. With a fully resource loaded schedule, this course will also cover how to analyze the cost and unit information with both spreadsheets and graphs – allowing you to track your budget and resource usage throughout the project’s lifecycle.

LEARNING OBJECTIVES:

• Create a layout for a cost loaded view
• Create and assign resources, roles, and expenses
• Use resource curves and future bucket planning for non-uniform distributions of work
• Level resources to mitigate resource overallocation
• Use the Resource Usage Spreadsheet and Profile to analyze cost and unit data

Enterprise-Level Setup

$299

Duration: 2 hours

Requirements: A computer with an internet connection, access to Remote Desktop Connection

Before creating a Primavera P6 project, it is often useful for organizations to first set up their enterprise with a pool of global data. Global data consists of data sets that can be applied to any project within the database, such as calendars, codes, and resources. In this course, you will learn to first set up your enterprise through the creation of an Enterprise Project Structure, which can be used to organize added projects into categories. You will also learn how to create a variety of global data types for the enterprise, including custom work calendars, codes, user-defined fields, resources, and roles.

LEARNING OBJECTIVES:

• Understand how global and enterprise-level data are used within P6
• Create an Enterprise Project Structure layer
• Create custom work calendars and adjust working days/times
• Create custom codes, including activity, project, and resource codes
• Create user-defined fields and apply them to enterprise data
• Create basic resources and roles at the global level

Dealing with Schedule Delays

$299

Duration: 2 hours

Requirements: A computer with an internet connection, access to Remote Desktop Connection

Project schedules often run into issues that can lead to work delays, such as unexpected weather conditions, delivery delays, or labor strikes. Primavera P6 features a variety of tools to identify, qualify, and mitigate these potential schedule delays. In this course, you will learn how to manage identified issues using Risks, Issues, and Thresholds. Once identified, you will also learn how to qualify these delays to stakeholders, using the Suspend & Resume tools and fragnets.

LEARNING OBJECTIVES:

• Identify and quantify risks using the Risks tool
• Identify and track issues using the Issues tool
• Create thresholds to automatically identify schedule issues
• Use the Suspend & Resume fields to note work delays
• Create fragnets to perform Time Impact Analysis

Managing Schedule Errors

$299

Duration: 2 hours

Requirements: A computer with an internet connection, access to Remote Desktop Connection

A project schedule with many tasks and relationships will usually incur some user error, such as missed activity relationships or loops in logic. In this course, we will start by looking at Primavera P6’s schedule Log File, which will identify all errors that should be corrected before finishing the baseline schedule. Here, you will learn how to manage and correct a wide variety of common scheduling errors, including negative float, negative lag, and out-of-sequence activities.

LEARNING OBJECTIVES:

• Access and understand the schedule Log File
• Learn different situations that can lead to negative float
• Understand the consequence of using excessive negative lag
• Adjust activities and relationships to remove negative float
• Understand and deal with out-of-sequence activities

Sharing Project Data

$299

Duration: 2 hours

Requirements: A computer with an internet connection, access to Remote Desktop Connection

Once a baseline schedule has been created, contracts often require you to share project data for review. This course will cover the three main methods of sharing project data: exporting, printing, and reporting. With exporting, you will learn how to export P6 files to a variety of different file types, along with how to import projects into your database. For printing, you will learn how to set up and save print settings to ensure that you’re able to share your entire project in the most desirable format. Lastly, with reports, you will learn how to create and save user-defined reports that can be run on any project within the database.

LEARNING OBJECTIVES:

• Export desired project data to a variety of file types
• Import projects into the P6 database
• Set up print settings to format the project for printing
• Save the print setup to a layout for reuse
• Create a custom report using the New Report Wizard
• Run a custom report on multiple project schedules