Demand for Primavera P6 Professional schedulers is growing in the Engineering and Construction industry. Primavera P6 is the standard project management software tool used worldwide in industries such as Construction, Oil & Gas, Manufacturing, Energy and even IT. While there are lots of project management tools on the market, Primavera P6 shines in being able to manage large and complex projects and to do it well. Many contractors are being required to provide schedules and reports in Primavera P6 Professional formats. To help meet this demand, our Primavera P6 Professional Fundamentals training class focuses specifically on the needs of engineering and construction professionals looking to learn Primavera P6 Professional.

Course content

Primavera P6 Professional Fundamentals

Introduction & Learning Objectives

• The Project Management Life-cycle
• Initiating Process Group
• Planning Process Group
• Executing Process Group
• Monitoring and Controlling Process Group
• Closing Process Group

Getting to know Primavera P6 Professional

• P6 user interface and navigation
• Customizing the P6 views and layouts

The Enterprise Project Structure (EPS)

• Understanding the purpose of the Enterprise Project Structure
• Modifying the Enterprise Project Structure

Project Creation

• Creating a new project
• Understanding the project status options
• Modifying project settings
• Creating and using project codes

The Work Breakdown Structure (WBS)

• Preparation of a best-practice WBS
• Creating a WBS in P6
• Modifying the WBS elements

Adding Activities

• Activities and their attributes
• Activity types and their importance in building a schedule
• Creating new activities
• Creating and assigning activity codes

Relationships and Constraints

• Relationship types in P6
• Creating relationships
• Understanding the forward and backward pass and Critical Path Method (CPM)
• Applying constraints to activities
• Adjusting the duration and finish date of your project

Formatting Project Data

• Modifying the grouping of project data
• Sorting data in a table
• Using filters to control the data displayed
• Modifying the appearance of the Gantt chart
• Modifying Timescales

Resources & Costs

• Creating resources
• Pricing resources
• Assigning resources to activities
• Working with the Resource Usage Profile and analyzing resource assignments

Resource Analysis

• Analysis overview
• Analyzing resource availability
• Mitigating resource overloads

P6 Baselines

• Understanding the principles of Baselining P6 project schedules
• Creating and assigning baselines
• Displaying baseline data in the Table and Gantt chart
• Understanding variance

Progressing the Project

• Understanding the P6 data date
• Updating activity progress information, actual dates and costs
• Using the Progress Spotlight feature
• Updating the project using the schedule feature
• Correcting issues in the schedule using Reflections for What-if analysis

Reporting

• Running reports from a layout
• Creating and running reports using the reporting wizard
• Modifying existing reports

ADVANCED RESOURCE MANAGEMENT

Resource and Role Analysis

• Analyze resource usage using the Resource Usage Profile.
• Analyze resource usage using the Resource Usage Spreadsheet.
• Compare staffed vs. unstaffed role allocation.

Resource Assignments Window

• Identify sections in the Resource Assignments window.
• Use the Resource Assignments window to view and edit resource allocation.
• Select data to display in the Resource Usage Spreadsheet.

Manual Resource Allocation

• Assign resource lag and duration to resource assignments.
• View and assign resource curves to manually spread allocation.

Bucket Planning

• Explain the difference between bucket planning and linear distribution.
• Edit period buckets for a resource assignment.
• Track manual curves in the project.

Leveling Resources

• Set resource leveling options.
• Level a project to resolve resource conflicts.
• Level based on activity and project priorities.

Storing Period Performance

• Display financial periods as columns.
• Store past period performance.

ADVANCED PROJECT MANAGEMENT

Duration Types

• Store past period performance.
• Determine which Duration Type works best in a given situation.
• Assign a Duration Type to an activity.

Calculating Percent Complete

• Describe the three Percent Complete Types.
• Determine which Percent Complete Type to use based on how your organization reports progress.
• Explain how activity percentages are calculated based on the Percent Complete Type chosen.
• Use weighted steps to calculated Percent Complete.

Earned Value

• Define earned value.
• Define Performance Percent Complete.
• Review the results of different earned value techniques.
• Recognize the benefits of using earned value analysis.

Advanced Scheduling

• Calculate multiple float paths when scheduling.
• Explain the difference between scheduling logic options.
• Describe a calendar’s effect on lag.

User-Defined Fields and Global Change

• Create a user-defined field.
• Run a global change.

Managing Multiple Projects

• Filter and apply progress to multiple projects.
• Set the default project for multiple projects.
• Explain how project elements are handled in multi-project mode.

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