
Discover how Primavera P6 EPPM enables web-based enterprise project portfolio management, defining enterprise project structures, creating projects, scheduling activities, and managing resources, baselines, and dashboards.
Identify hardware and software requirements for installing P6 EPPM, outline server and client needs, network connectivity, and cloud options, and summarize the web-based architecture and admin roles.
Access the training PDFs and use topic-specific slides that align with the real-time system. Gain practical understanding of Primavera P6 and EPPM for IT and EPC projects.
Learn the basics of Primavera P6 professional navigation, including 11 windows, menu and toolbar options, how to open projects, manage WBS, activities, resources, and layouts from top and bottom windows.
Explore enterprise project structure, EPs and OBS in P6 professional, and distinguish enterprise data from project data while managing projects, resources, roles, and security across an EPM environment.
Create, customize, and assign global, project, and resource calendars in Primavera P6; define work time, holidays, and exceptions, then apply calendars to projects and activities, including bulk updates.
Create a project in Primavera P6 using the project wizard, import option, or by duplicating a project. Enter fields such as project ID, name, location, responsible manager, and start date.
Create a work breakdown structure by building a hierarchical project structure, opening the WBS window, adding WBS elements, and specifying codes, names, and milestones.
Create activities in Primavera P6 and understand activity types and activity codes, including milestones and resource dependent tasks, to plan the project schedule.
Master how to assign P6 relationships—finish-to-start, start-to-start, finish-to-finish, and start-to-finish—with lag offsets and calendar options, using link, predecessor/successor windows, or arrows, and schedule to show lags on the gantt chart.
Learn how to apply constraints in Primavera P6 & EPPM to meet deadlines, using must finish by and start on or before constraints, and assess their impact on total float.
Create and assign roles and resources in P6 professional, establishing primary roles, enterprise data across projects, and linking resources to activities for effective project execution.
Create and assign baselines in P6 professional to capture a project snapshot, track cost, schedule, and resource performance, and visually compare progress via baseline bars in the Gantt chart.
Learn scheduling a project in P6 professional using the critical path method, relationships and durations, set a data date and baseline, and analyze forward and backward passes and total float.
Learn to create a Primavera P6 project, define calendar and WBS, assign activities and resources. Build relationships, establish a baseline, and update progress using earned value.
Learn how to upload activities in Primavera P6 by exporting and updating a template, importing it into the project, and then placing activities at the WBS levels.
Learn to load and upload costs at the activity level in Primavera P6 Professional from Excel by assigning material, labor, or non-labor resources and setting budgeted costs.
Create an s-curve from a post loaded schedule by exporting activity usage data to Excel, selecting budgeted total cost, and charting planned versus actual progress by month and cost.
Navigate the P6 CBM web-based application, learn to create project IDs, WBS, and resources, and explore the dashboard, portfolios, approvals, and administration within the P6 EPPM environment.
Navigate the projects tab to access modules and configure columns, views, and sorting. Set start date and plan duration, then save and apply user preferences.
Learn to customize views in Primavera P6 EPPM by configuring columns, grouping, sorting, filters, and Gantt chart bars, then save and share user-specific or global views.
Create and open Primavera P6 projects via the project menu, and create from templates by copying from existing projects or templates.
Build and organize a Primavera P6 project plan by creating WBS and activities. Learn to assign resources, set activity types, and establish relationships, steps, and lag for planning and control.
Learn how to schedule a project in Primavera P6 EPPM using critical path method, data date, and progress tracking, including forward and backward passes, early and late dates.
Update activities in Primavera P6 EPPM using progress spotlight to define the update period, set start and finish dates, adjust remaining duration and actual units, and manage suspend-resume cycles.
Learn how to update Primavera P6 & EPPM activities using team members on mobile, including starting, logging progress, applying filters, viewing relationships, and communicating with the project manager.
Submit and manage your Primavera P6 timesheets using the team member view. Learn to assign yourself to activities, enter daily hours (regular and overtime), and submit for approval.
Review and approve timesheets in Primavera P6 using the team member tool, selecting project or resource managers, accessing action required tasks, viewing notes, and applying actuals to update project progress.
Create and assign baselines in Primavera P6 to snapshot project data as performance benchmarks. Use baseline bars in the Gantt chart to compare cost, schedule, and progress against the baseline.
Learn to assign resources directly to activities or assign roles as placeholders in EPPM. Designate a primary resource and manage resource assignments and timesheet updates.
Create resource and role teams in bpm after installing primavera p6 and kpm to assemble skilled personnel and assign them to projects.
Log in to view the resource staffing page in EPPM, select a role from open resource requests, show usage to check availability, and assign resources with rate and overtime settings.
Primavera P6 Professional workstation tool & Enterprise Project Portfolio Management a web-based tool which you will be learning to use.
ABOUT THE COURSE
This course aims to teach participants:
Introduction to the user interface of P6 EPPM,
How to plan projects,
Filters layouts, printing,
Baselines and Updating project,
Creating and assigning roles and resources,
Controlling projects with resources,
Manage Dashboards & Portfolios
The following people should consider attending this course:
Program Managers and Project Control staff evaluating the software against your organisational requirements.
Planning Engineers, 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 wishes 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
Section 1
Introduction to P6 EPPM
Functional Overview of P6 EPPM
Technical Overview of P6 EPPM
Section 2
P6 Professional Course for Planning & Scheduling
P6 Professional Course for Planning & Scheduling.
What is Project Management.
Overview & Navigation in P6 Professional.
Understand EPS, OBS & Enterprise data in P6 Professional.
Creating & Assigning Calendars in P6 Professional.
Learn to Create Project & Understand Project Details in P6 Professional.
Create Work Break Down Structure in P6 Professional.
Learn to Create Activity & Understand types of Activities in P6 Professional.
Assigning Relationships & Lags in P6 Professional.
Assigning Constraints in Project in P6 Professional.
Create & Assign Resource in P6 Professional.
Create & Assign Baselines in P6 Professional.
Scheduling a Project in P6 Professional.
Workshop for Creating Project Plan & Updating the Plan in P6.
Uploading of Activities at Project & WBS Levels.
Uploading Cost from excel to Primavera P6 Professional.
Creating S-Curve using Plan & Actual Percentages & by using Cost values.
Section 3
Learn Basic of Navigation Views in P6 EPPM
Learn to Navigate Projects Tab & Configure Columns Views
Learn to Grouping, Sorting, Filtering Views & Selecting Bar View in Gantt Chart
Section 4
Learn to Create Project Plan in P6 EPPM
Section 5
Learn to Build a Project Plan in P6 EPPM
Section 6
Learn Scheduling a Project
Section 7
Update Activities in P6 EPPM
Update Activities using Team Member in P6 EPPM
Section 8
Submit Timesheet Using P6 Team Member
Review & Approve Timesheet Using P6 Team Member
Section 9
Create and Assign Baseline in P6 EPPM
Section 10
Learn to Create & Assign Resources, Roles, R&R Teams & View Resources Staffing in P6 EPPM
Section 11
Resource Levelling & Resource & Roles Analysis
Section 12
Learn P6 to Create EPS & OBS in P6 EPPM
Real-Time Project Scenario Overview of EPS & OBS
Section 13
Learn to Create, Manage & Customize Dashboards in P6 EPPM
Section 14
Learn to Create, Manage & Analyze Portfolios
Section 15
P6 EPPM Real-Time System A Complete Project Cycle
Section 16
IT Project Plan Preparation in P6 PPM/EPPM
Section 17
Construction (EPC) Project Discussion
Section 18
Preparation of Excel Logs & Weekly Status Report Preparation Discussion