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The course was updated to Oracle Primavera P6 Version 23 in May 2024 This course aims to teach participants: SCHEDULING OPTIONS AND SETTING A BASELINE Understanding Date Fields Scheduling Options – General Tab Setting the Baseline USER AND ADMINISTRATION PREFERENCES AND SCHEDULING OPTIONS User Preferences Admin Create Users Admin Preferences Admin Categories Miscellaneous Defaults OTHER METHODS OF ORGANIZING PROJECT DATA Understanding Project Breakdown Structures Activity Codes User Defined Fields WBS Category or Project Phase Resource Codes Cost Accounts Owner Activity Attribute Assignment Codes and Role Codes GLOBAL CHANGE Introducing Global Change The Basic Concepts of Global Change Specifying the Change Statements Examples of Simple Global Changes Selecting the Activities for the Global Change Duration Calculations with Global Change (Any of the following) and (All of the following) Temporary Values Global Change Functions More Advanced Examples of Global Change MANAGING THE ENTERPRISE ENVIRONMENT Multiple User Data Display Issues Enterprise Project Structure (EPS) Project Portfolios Organizational Breakdown Structure – OBS Users, Security Profiles and Organizational Breakdown Structure Project Codes Filtering, Grouping and Sorting Projects in the Projects Window Project Durations in the Projects Window Why Are Some Data Fields Gray and Cannot Be Edited? Summarizing Projects Job Services Tracking Window MULTIPLE PROJECT SCHEDULING Multiple Projects in One Primavera Project Multiple P6 Primavera Projects Representing One Project Setting Up Primavera Projects as Sub-projects Refresh Data and Commit Changes Who Has the Project Open? Setting Baselines for Multiple Projects Restoring Baselines for Multiple Projects UTILITIES Reflection Projects Advanced Scheduling Options Audit Trail Columns Excel Import and Export Too Project Import and Export Check In and Check Out UN/CEFACT XML format Online HTML Help Lean Tasks, Maintain Relationships with External Project Assignment Costs and Multi Project Views
This course aims to teach participants: USER AND ADMINISTRATION PREFERENCES AND SCHEDULING OPTIONS User Preferences Create Users Admin Preferences Miscelaneous Defaults CREATING ROLES AND RESOURCES Understanding Resources and Roles Creating Roles Creating Resources and the Resources Window ASSIGNING ROLES, RESOURCES AND EXPENSES Assigning Roles, Resources and Expenses Understanding Resource Calculations and Terminology Project Window Resource Preferences User Preferences Applicable to Assigning Resources Activities Window Resource Preferences and Defaults Assigning and Removing Roles Assigning and Removing Resources Resource and Activity Duration Calculation and Resource Lags Expenses Suggested Setup for Creating a Resourced Schedule RESOURCE OPTIMIZATION Resource Optimization Reviewing Resource Loading Resource Assignments Window Copying and Pasting into Excel Other Tools for Histograms and Tables Methods of Resolving Resource Peaks and Conflicts Resource Leveling Leveling Examples Resource Shifts Guidelines for Leveling What to look for if Resources are Not Leveling UPDATING A RESOURCED SCHEDULE Introduction Budget Values & Baseline Projects, Data Date, Required Information to Update Project Window Defaults for Updating a Resourced Schedule Percent Complete Types, Using Steps to Calculate Activity Percent Complete Updating the Schedule, Updating Resources, Updating Expenses 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.
ABOUT THE COURSE This course aims to teach participants: FORMATTING THE DISPLAY Formatting the Project Window Understanding Forms Formatting the Bars Progress Line Display on the Gantt Chart Formatting Columns Row Height and Show Icon Format Timescale Inserting Attachments – Text Boxes and Curtain Format Fonts and Font Colors Format Colors Line Numbers GROUP, SORT AND LAYOUTS Group, Sort and Layouts Group and Sort Activities Understanding Layouts Copying a Layout To and From Another Database FILTERS Understanding Filters Applying a Filter Creating and Modifying a Filter Activity Critical Path Visibility OTHER METHODS OF ORGANIZING PROJECT DATA Understanding Project Breakdown Structures Activity Codes User Defined Fields WBS Category or Project Phase Resource Codes Cost Accounts Owner Activity Attribute Assignment Codes Role Codes GLOBAL CHANGE Introducing Global Change The Basic Concepts of Global Change Specifying the Change Statements Examples of Simple Global Changes Selecting the Activities for the Global Change Duration Calculations with Global Change (Any of the following) and (All of the following) Temporary Values Global Change Functions More Advanced Examples of 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. ABOUT THE AUTHOR Paul Harris holds an Honours Degree in Civil Engineering obtained in the UK and is a Certified Cost Engineer through AACEI International, a PRINCE2 Registered Practitioner and a “Managing Successful Programmes” Registered Practitioner. He has worked in the project controls industry for a number of years and has assisted many companies in a range of industries to set up and run project controls systems. His Melbourne, Australia based company, Eastwood Harris Pty Ltd, offers project controls consulting and training services world wide with a strong focus on Microsoft Project and Primavera software.
About the Course This course aims to teach participants how to Baseline and Updating an un-resourced project with Oracle Primavera P6 PPM Professional, SCHEDULING OPTIONS AND SETTING A BASELINE Date Fields Scheduling Options – General Tab UPDATING AN UNRESOURCED SCHEDULE Setting the Baseline Practical Methods of Recording Progress Understanding the Concepts Updating the Schedule Progress Spotlight and Update Progress Suspend and Resume Scheduling the Project Comparing Progress with Baseline Progress Line Display on the Gantt Chart Corrective Action Check List for Updating a Schedule Updating an Unresourced Schedule 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. ABOUT THE AUTHOR Paul Harris holds an Honours Degree in Civil Engineering obtained in the UK and is a Certified Cost Engineer through AACEI International, a PRINCE2 Registered Practitioner and a “Managing Successful Programmes” Registered Practitioner. He has worked in the project controls industry for a number of years and has assisted many companies in a range of industries to set up and run project controls systems. His Melbourne, Australia based company, Eastwood Harris Pty Ltd, offers project controls consulting and training services world wide with a strong focus on Microsoft Project and Primavera software.
This course was updated in 2024 and covers Oracle Primavera P6 Version 8 to 23 and will take users on a path form novice to advanced. Along the way it will highlight some differences with other similar products and teach you how to create projects following best practices and methods to avoid painting yourself into corner. Presented by the leading author Paul E. Harris, whose books are seen as the industry standard in this space.
Plan and control projects with and without resources using Microsoft Project 365, 2021, 2019, 2016 or 2013.
Plan and control projects with and without resources using Microsoft Project 365, 2021, 2019, 2016 or 2013.