Duration: 1 Day
Start: 8:00 AM PST (Los Angeles time)
End: 4:00 PM PST (Los Angeles time)
This course builds off skills learned in the P6 Fundamentals course, exploring more in-depth topics in Primavera P6. This course leads you through hands-on workshops to setup P6 with user administration, resource and cost load the project, use advanced scheduling tools and manage schedule health. Attending Primavera P6 Fundamentals training prior to attending this course is recommended.
Attendees will receive a certificate upon completion of training.
Wednesday, December 21st, 2022
10 in stock
Wednesday, February 1st, 2023
10 in stock
Wednesday, January 18th, 2023
10 in stock
Wednesday, February 15th, 2023
10 in stock
|New User Setup||Codes|
|Organizational Breakdown Structure||Activity Steps|
|Security Profiles||Suspend & Resume Activities|
|Resource Calculation Settings||Risks|
|Unit & Cost Histograms||Thresholds|
|Resource Curves||Schedule Comparison (P6 Visualizer)|
|Bucket Planning||Multiple Float Paths|
|User Defined Fields||Calculating Percent Complete|
|Reflections||Earned Value Analysis|
New User Setup
This lesson dives into the administrative side of the program to set up the database for multiple users to use. Here, we will cover creating new users and assigning security profiles and permissions to allow for project collaboration.
Organizational Breakdown Structure
This lesson focuses on the last step of P6 implementation: creating the Organizational Breakdown Structure, or the OBS. The OBS is a global hierarchy of the managers responsible for the projects in your enterprise that can be used to adjust security access for different types of data within the database. Here, wel cover creating new OBS levels, associating users with them, and assigning them to EPS layers, WBS layers, Issues, and Thresholds.
This lesson will focus on creating and assigning security profiles to allow different users to perform different functions within the program. Here, we look at Global and Project security profiles, which allow you to adjust exactly what users are able to do within each project and the application as a whole.
Resource Calculation Settings
This lesson focuses on how the resource calculation settings from User Preferences affect assigning additional resources to activities. Here, we look at the differences between preserving and recalculating the units, durations, and units/time for multiple resource assignments. Additionally, we look at the Duration Type for activities and how different types adjust the effect of assigning additional resources to activities.
Unit & Cost Histograms
This lesson covers analyzing unit and cost data to ensure that the project is within budget and the resources are allocated appropriately. Here, we look at the Activity Usage Spreadsheet, Activity Usage Profile, and Resource Usage Profile, each of which displays unit, cost, and resource usage over the project’s timeline. We also specifically look at adjusting the histogram settings for the profiles to create filters by resource type and adjust the bars and curves that display.
This lesson focuses on the Resource Leveling tool, which can be used to automatically adjust the project schedule to fix resource overallocation. If you have a resource assigned to work more hours than they are able, the Leveler will move assigned activities to another date when they have more availability. Here, we cover setting leveling priorities and adjusting leveling settings to level the project exactly as needed.
This lesson covers using resource curves to account for uneven distributions of work. We go over using the Resource Assignments page to view daily resource usage and adjusting this usage by applying default resource curves. Then, we cover creating a unique Resource Curve that can be used to distribute units and costs among the assigned activities in any manner needed.
Future Bucket Planning
This lesson focuses on another method for accounting for uneven work distributions: manually entering them in with future bucket planning. Here, we go over how to use the Resource Assignments page to manually enter resource usage per day. This allows us to be more accurate when accounting for resource usage over time.
User Defined Fields
This lesson covers creating user defined fields, or UDFs, that allow you to add custom fields and values to data in the database. We explore creating and using each type of UDFs available, including text, start date, finish date, cost, number, integer, and indicator types. Once created, we also look at adding columns for custom UDFs and assigning different values to activities accordingly.
When working with a schedule, there are some times that you may need to experiment with schedule changes that you may not want to make permanent. This lesson focuses on using the Reflections tool, which allows you to create what-if copies of the project schedule. Once created, we also look at how to merge the reflection with the current project schedule to make the project changes permanent.
This lesson teaches how to use the Global Change tool, which allows you to make changes to multiple activities, resources, and expenses simultaneously. Here, we look at using the default global change definitions, such as Increase Durations, and their effect on the overall project. We also cover creating and using unique definitions, allowing you to make any change to any kind of data within the program – such as increasing the units of only specific assigned resources.
Codes are categorical attributes that can be created and assigned to capture additional information that can be used to group, filter, sort, and report on. In this lesson, we look at creating project codes, activity codes, resource codes and role codes. Once created, we look at assigning code values to specific types of project data and use them to categorize and classify data types.
Activity steps allow the scheduler to break down a project’s activity into smaller units of work. In this lesson, we cover how to set up the activity setting to work with steps, how to add individual activity steps, and how these steps can contribute to the activity’s overall percent complete. We also cover creating Activity Step Templates, which allow you to save steps as a template to be used on future, similar activities.
Suspend & Resume Activities
This lesson goes over using the Suspend and Resume fields in the Status tab to identify an activity that needs to pause work and resume it at some point in the project schedule. Additionally, we also look at how to account for these suspensions on the Gantt Chart by creating “necked” activity bars for non-work periods.
Risks are uncertain events or conditions that have the potential to negatively or positively impact the project. In this lesson, we focus on using P6’s Risk Management tool to add potential risks, manage their details, and view quantitative risk analysis scores. After, we look at how to account for risk responses and view the effect of the response on the project as a whole.
This lesson focuses on creating and using thresholds, which are user-defined triggers that identify when the status of an activity has exceeded or is close to moving beyond an acceptable range. Here, we cover how to create a threshold by setting threshold values and choosing a threshold parameter. After, we cover using the Monitor Thresholds tool to view any activities that have exceeded the created threshold.
Issues are problems encountered within a project plan that require attention or corrective action by project team members. In this lesson, we focus on using the Issues page to add potential issues or opportunities, manage their details, and track their effects on the project. Here, we also go over the Issue Navigator, which quickly links you to issues and data related to the issues within the project.
Schedule Comparison in P6 Visualizer
This lesson focuses on the successor to the Claim Digger tool that was featured in older versions of P6: the Schedule Comparison tool. Here, we cover how to open and use the P6 Visualizer’s Schedule Comparison to create a comparison report for two projects, or a single project and its baselines. After creation, we also cover how to Save this customized report to run it on future projects.
Multiple Float Paths
In Primavera P6, the critical path is the sequence of activities that represent the longest path through the project and determines the shortest possible duration. In this lesson, we look at how to create multiple float paths, allowing you to account for the second and third longest paths, along with the critical path.
Calculating Percent Complete
This lesson focuses on the use and effects of the three percent complete types: Physical Percent Complete, Duration Percent Complete, and Units Percent Complete. Here, we look at how each of these individual percent complete types work, what types of activities they should be used with, and how status updates should be performed for each.
Earned Value Analysis
Earned Value management is a technique to measure performance and progress for your project. This lesson teaches how to perform basic earned value analysis with Primavera P6. Here, we cover the preliminary settings that must be used to allow for earned value, and how to use related analysis columns, such as the Schedule Performance Index and the Cost Performance Index.
Custom Training Options
Virtual P6 Training
In addition to our self-paced and open enrollment training, we offer custom P6 training options tailored to you and your company’s needs. Our instructors are available to host virtual private or group classes. Custom courses can be anywhere from a couple hours to a couple days depending on your needs, and the material is based on a discovery call with one of our instructors. For more information on custom P6 training options please reach out to us!
Frequently Asked Questions
What is a virtual training course?
A virtual training course is a 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 Primavera P6 Professional installed on my computer for this training?
No. This course is conducted within Taradigm’s training environment via remote desktop connection, so there is no need to have P6 installed on your computer.
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 will provide attendees with a Primavera P6 training manual that reviews the topics 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.