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Planning & Control with Oracle Primavera P6 PPM Professional

Name: Planning & Control with Oracle Primavera P6 PPM Professional
Rating: 4.6 (1580 reviews)

This course was updated in 2024 and covers P6 Version 8 to 23 and explains the differences between the versions.

Bestseller

Created byRoy Dunlop

Last updated 11/2024

English

What you'll learn

This course is aimed at teaching students how to use Primavera Project Manager P6 PPM Professional Client up to an intermediate level including:
- Introduction to the user interface and how to plan projects without resources,
- Filters layouts, printing,
- Baselines and updating an un-resourced project,
- Creating and assigning roles and resources,
- Controlling projects with resources and costs,
- Setting up and administering a database plus advanced features including import/export, Activity Codes, Custom Data Fields and Global Change.

Course content

27 sections • 107 lectures • 16h 47m total length

Course Introduction4:22
This is a description of the course content.
1 - 1.7 Introduction11:41
1.1 Purpose
1.2 Required Background Knowledge
1.3 Purpose of Planning
1.4 Project Planning Metrics 1.5 Planning Cycle
1.6 Levels of Planning
1.7 Monitoring and Controlling a Project

2 - 2.3 Understanding P6, Enterprise Project Management and Your Project5:06
2.1 Understanding Planning and Scheduling Software
2.2 Enterprise Project Management
2.3 Understanding Your Project
2.4 Level 1 Planning Without Resources16:41
2.4 Level 1 Planning Without Resources
2.5 - 2.7 Level 2, Level 3 and Level 411:54
2.5 Level 2 – Monitoring Progress Without Resources
2.6 Level 3 – Scheduling with Resources, Roles and Expenses
2.7 Level 4 – Monitoring and Controlling a Resourced Schedule

3.3 - 3.5 Opening One or More Projects13:09
3.3 - 3.5 Opening One or More Projects, Displaying the Activities Window and Opening a Portfolio
3 - 3.2 Starting Up and Projects Window11:52
3.1 Logging In
3.2 The Projects Window
3.6 Introduction to Layouts10:51
3.6 Introduction to Layouts
3.7 - 3.8 Customizing Toolbars and User Preferences9:38
3.7 Customizing Toolbars
3.8 User Preferences
3.9 -3.18 Remaining Setting Up Options12:46
3.9 Starting Day of Week
3.10 Admin Preferences – Set Industry Type
3.11 Application of Options within Forms 3.12 Do Not Ask Me About This Again
3.13 Right-clicking with the Mouse
3.14 Accessing Help
3.15 Refresh Data – F5 Key
3.16 Commit Changes – F10 Key
3.17 Send Project
3.18 Closing Down
Workshop 1 – Navigating Around the Windows18:00
The workshops are available as a downloadable pdf and I have also created a video for each of the workshops for you to practice.

5 - 5.4 Introduction, Database Default Calendar & Creating Calendars12:23
5.1 Database Default Calendar
5.2 Accessing Global and Project Calendars
5.3 The Project Default Calendar
5.4 Creating a New Global or Project Calendar
5.5 Resource Calendars7:30
5.5 Resource Calendars
5.6 -5.9 Editing Calendars10:11
5.6 Move, Copy, Rename and Delete a Calendar
5.7 Editing Calendar Working Days
5.8 Inherit Holidays and Exceptions from a Global Calendar
5.10 - 5.14 Calendar Calculations and Issues12:27
5.10 Calculation of Activity Durations in Days, Weeks or Months
5.11 Calendars for Calculating Project, WBS and Other Summary Durations
5.12 Tips for Mixed Calendar Schedules
5.13 Elapsed Duration Activities
5.14 P6 Calendar Issues
Workshop 3 – Maintaining the Calendars8:18

6 - 6.2 Introduction to Primavera WBS and Creating and Deleting a WBS Node9:23
6.1 Opening and Navigating the WBS Window
6.2 Creating and Deleting a WBS Node
06 .03-07 WBS Node Separator to Why the WBS is Important12:49
6.3 WBS Node Separator
6.4 Work Breakdown Structure Lower Pane Details
6.5 WBS Categories
6.6 Displaying the WBS in the Activity Window
6.7 Why a Primavera WBS is Important
Workshop 4 – Creating the Work Breakdown Structure3:38

7 - 7.1 Introduction to Adding Activities and New Activity Defaults Part 112:44
7 - 7.1 Introduction to Adding Activities and New Activity Defaults Part 1
7.1 - 7.3 New Activity Defaults Part 2, Adding Activities and Default Duration7:37
7.1 - 7.3 New Activity Defaults Part 2, Adding Activities and Default Duration
7.4 - 7.10 Copying, Renumbering, Elapsed Durations, Bottom Layout and Assigning9:47
7.4 Copying Activities from other Programs
7.5 Copying Activities in P6
7.6 Renumbering Activity IDs
7.7 Elapsed Durations
7.8 Finding the Bars in the Gantt Chart
7.9 Activity Information – Bottom Layout
7.10 Assigning Calendars to Activities
07.11-15 Assign Activities to a WBS, Reordering , Sorting, Undo & Spell Check8:05
7.11 Assigning Activities to a WBS Node 7
.12 Reordering or Sorting Activities
7.13 Undo
7.14 Summarizing Activities Using WBS
7.15 Spell Check
Workshop 5 – Adding Activities4:39

8 - 8.3.1 Introduction to Formatting, Project Window and Understanding Forms9:19
8 - 8.3.1 Introduction to Formatting the Dispaly, Formatting the Project Window and Understanding Forms
8.3.2 Formatting Bar Issues14:08
8.3.2 Formatting Bar Issues
8.4 - 8.11 Formatting Progress Line, Columns, Rows, Timescale & Attachments13:00
8.4 Progress Line Display on the Gantt Chart
8.5 Formatting Columns 8.6 Row Height and Show Icon
8.7 Format Timescale
8.8 Inserting Attachments – Text Boxes and Curtain
8.9 Format Fonts and Font Colors
8.10 Format Colors
8.11 Line Numbers
Workshop 6 – Formatting the Bar Chart6:35

9 - 9.4 Introduction to Adding Relationships and Understanding Relationships8:18
9.1 Understanding Logic
9.2 Understanding Relationships
9.3 Understanding Lags and Leads
9.4 Formatting the Relationships
9.5 - 9.8 Adding and Removing Relationships and Scheduling the Project11:12
9.5 Adding and Removing Relationships
9.6 Dissolving Activities and Retain Lag
9.7 Circular Relationships
9.8 Scheduling the Project
9.9 - 9.13 Reviewing, Ladder Scheduling & Milestone Reduced Relationship Types7:40
9.9 Reviewing Relationships, Leads and Lags
9.10 Lag and Relationship Type Displayed in the Activity Table
9.11 Ladder Scheduling 9.12 Relationship Comments 9.13 Milestone Reduced Relationship Types
Workshop 7 – Adding the Relationships4:11

10 - 10.4 Introduction, Adding/Deleting Activities & Formatting9:00
10.1 Viewing a Project Using the Activity Network View
10.2 Adding and Deleting Activities
10.3 Adding, Editing and Deleting Relationships
10.4 Formatting the Activity Boxes
10.5 -10.7 Reorganizing the Activity Network & Critical Path Calculations7:27
10.5 Reorganizing the Activity Network
10.6 Saving and Opening Activity Network Positions
10.7 Early Date, Late Date and Float Calculations
Workshop 8 – Scheduling Calculations and Activity Network View7:08

Requirements

The ability to use a personal computer and understand the fundamentals of the operating system.
Experience using application software such as Microsoft Office.
An understanding of how projects are planned, scheduled and controlled, including understanding the project management processes applicable to your projects.

Description

ABOUT THE COURSE

This course aims to teach participants:

Introduction to the user interface,
How to plan projects without resources,
Filters layouts, printing,
Baselines and Updating an un-resourced project,
Creating and assigning roles and resources,
Controlling projects with resources and costs,
Setting up and administering a database,
Plus some advanced features including Import/Export, Activity Codes, Custom Data Fields and 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.

COURSE CONTENTS

Introduction
Creating a Project Plan
Starting Up and Navigation
Creating a New Project
Defining Calendars
Creating a Primavera Project WBS
Adding Activities and Organizing Under The WBS
Formatting the Display
Adding Relationships
Activity Network View
Constraints
Group, Sort and Layouts
Filters
Printing, Reports and Visualizer
Scheduling Options and Setting a Baseline
Updating an Unresourced Schedule
User and Administration Preferences
Creating Roles and Resources
Assigning Roles, Resources and Expenses
Resource Optimization
Updating a Resourced Schedule
Other Methods of Organizing Project Data, Activity Codes and User Defined Fields
Global Change
Managing the Enterprise Environment
Multiple Project Scheduling
Utilities, Reflection Projects, Audit Trail, Import and Export
Earned Value Management with P6

Who this course is for:

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.

Planning & Control with Oracle Primavera P6 PPM Professional

What you'll learn

Explore related topics

Course content

Introduction2 lectures • 16min

Creating a Project Plan3 lectures • 34min

Starting Up and Navigation6 lectures • 1hr 16min

Creating a New Project4 lectures • 30min

Defining Calendars5 lectures • 51min

Creating a Primavera Project WBS3 lectures • 26min

Adding Activities and Organizing Under the WBS5 lectures • 43min

Formatting the Display4 lectures • 43min

Adding Relationships4 lectures • 31min

Activity Network View3 lectures • 24min

Requirements

Description

Who this course is for: