What You Will Learn
Participants will create a project, add activities and relationships, assign resources, adjust the project plan to account for schedule delays and overallocated resources, and analyze portfolios. Participants also will learn how to customize the Personal Workspace and the Project Workspace to monitor project progress and communicate with team members. Oracle BI and BPM are not covered in this course.
The course uses P6, Primavera’ Web-based project management tool. It is divided into four sections: Overview and Creating a Project; Scheduling the Project and Managing Data; Assigning Resources and Baselining; and Project Execution and Control.
Professional Development and Continuing Education Units: Earns 32.5 PDUs and 3.25 CEUs
Learn to
- Create a project
- Add activities
- Create relationships
- Assign and analyze resources
- Analyze project performance
- Execute and control the project
- Customize dashboards and the Project Workspace
- View reports
Audience
- Project Manager
- End Users
- Functional Implementer
- Business Analysts
Prerequisites
Suggested Prerequisites
- Knowledge of project management principles
Course Objectives
- Create a project
- Create a Work Breakdown Structure
- Add activities
- Customize activity views
- Create relationships
- Schedule the project
- Assign constraints
- View the Enterprise Project Structure
- Optimize the project schedule
- Assign roles and resources
- Analyze resources and costs
- Baseline the project plan
- Execute the project
- Customize dashboards
- Manage risk
- View reports
Course Topics
Understanding P6 Data
- Describing the Organizational Breakdown Structure
- Describing the Enterprise Project Structure
Creating a Project
- Viewing the EPS Page
- Modifying Project Information
Creating a Work Breakdown Structure
- Creating Multiple Levels
Adding Activities
- Describing Activity Types
- Viewing Activity Information
- Editing Activity Details
- Assigning Steps
- Assigning Codes
Using Activity Views
- Customizing a View
- Filtering Data
- Grouping and Sorting Data
Creating Relationships
- Viewing Relationship Types
- Creating Relationships in the Gantt Chart
Scheduling a Project
- Defining Key Terms
- Defining Total Float
- Describing Loops and Open Ends
- Calculating a Schedule
Assigning Constraints
- Applying a Must Finish By Date
- Constraining an Activity
Optimizing the Project Schedule
- Analyzing Schedule Dates
- Shortening a Project Schedule
Viewing the Project Workspace
- Adding and Removing Portlets
- Customizing the Project Workspace
Assigning Roles and Resources
- Assigning a Role
- Requesting Resources
- Assigning Resources
- Checking Resource Availability
Calendars
- Defining Work Types
- Editing a Project Calendar
- Assigning a Calendar to an Activity
Baselining the Project Plan
- Selecting a Baseline
- Adding a Baseline
Executing the Project Plan
- Describing Methods of Applying Progress
- Using Progress Spotlight
- Defining the Data Date
- Applying Progress to Activities
Analyzing the Updated Project
- Comparing Dates
- Viewing Schedule Performance
- Addressing Variances
Viewing Dashboards
- Customizing Dashboards
- Adding and Removing Dashboards
- Viewing Portfolio Data
Managing Issues
- Creating a Issues
- Viewing Issues
Managing Risk
- Creating Project Risks
- Developing a Risk Response Plan
