Primavera P6 Training Introduction and Context

General introduction

• The Fundamentals of Project Management
• Architecture of the Primavera solution
• Introduction to Primavera P6

Project structure in Primavera P6

• Configuring EPS (Enterprise Project Structure)
• Adding a project to the EPS
• Using and Defining the Organizational Breakdown Structure (OBS)
• Define the language in which the data is displayed

Create a project

• Create a project
• Changing parameters and settings for projects
• Detailed information about the projects

Project Structure (WBS)

• Create a Work Breakdown Structure (WBS) for your project
• Setting up the hierarchical levels of the WBS

Calendars

• Set up and configure calendars
• The different types of calendars: project, resources, and global
• Assign several calendars to projects

Inserting Tasks

• Create tasks
• Details of the tasks
• Creating links between tasks
• Dissolve a task
• Copy and Paste tasks
• Definition and configuration of critical tasks
• Assigning calendars to tasks
• Set up and modify task identifiers

Definition of the Network

• Definition of logical networks
• Configuration of critical tasks
• Definition of task constraints
• Display total float and free float in the planning

Codes

• Define and create project codes, resource codes, and task codes
• Assigning a code to a task
• Assigning a code to several tasks
• Create task codes at the EPS level

Group & Sort – Filters – Layouts

• Group and sort your data
• Primavera filters by default
• Filter task
• Configuration of presentations and layouts
• Using keyboard shortcuts to optimize data entry

Skills and Resources

• Definition of project resources and skills
• Resource details
• Allocation of resources and skills
• Define resource curves
• Set up the histogram of stacked resources

Assigning Costs to Tasks

• Assign expenses to WBS tasks and levels
• Breakdown of the project budget

Planning optimization

• Analysis of the critical paths of the project
• Analysis of resources and histograms by batch
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• Resource leveling
• Resource allocation

User Preferences

• Planning time units
• Setting dates and units
• Select and display the currency
• Specify a currency format
• Change Password

Project Documentation

• Assigning Documents to Project Tasks

Assigning a baseline

• Create a reference schedule (Baseline)
• View the reference bars in the schedule

Project Execution and Control

• Procedure for progress
• Automatic update of the schedule
• Plan your project with Primavera P6
• Analyze the gaps with Primavera P6
• Report creation wizards
• Open multiple schedules simultaneously.
• View resources with real progress

Thresholds – Alerts

• Define project thresholds
• Configure alerts

Risks:

• Identify risks related to planning
• Consolidate the risk table

Layout and Printing

• Edit and print reports
• Print the resource histogram

Import and Export Data

• Export your schedule to Excel and MS Project
• Export your schedule in XML and XER formats.
• Import your schedule into the primavera P6 database