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Primavera P6 PPM Professional Advanced Features

Name: Primavera P6 PPM Professional Advanced Features
Rating: 4.4 (72 reviews)

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

Created byRoy Dunlop

Last updated 5/2024

English

What you'll learn

This course is aimed at teaching students the advanced features of Primavera Project Manager P6 PPM Professional Windows Client up to an intermediate level.
- Setting up and administering a database
- Import/export
- Activity Codes
- Custom Data Fields
- Global Change

Course content

9 sections • 33 lectures • 5h 7m total length

Introduction and Workshop Instructions3:44

15.1 Understaning the Date Fields Part 17:50
15 - 15.01 Understanding Date Fields Part 1,
Tracking Progress Process,
Understanding Date Fields,
Early Start & Early Finish,
Late Start & Late Finish,
Actual Start & Finish and
Start and Finish
15.1 Understaning the Date Fields Part 213:16
15.1 Understanding Date Fields Part 2,
Planned Dates,
Planned Dates Issues,
Remaining Early Start & Finish and
Remaining Late Start & Finish
15.2 Schedule Options Part 110:32
15.2 Schedule Options, General tab,
Use scheduling options from,
Ignore relationships to and from other projects,
Mark open-ended activities critical,
Use Expected Finish Dates,
Schedule automatically when a change affects dates,
Level resources during scheduling and
Recalculate assignments costs after scheduling.
15.2 Schedule Options Part 212:48
15.2 Schedule Options,
General tab,
Retained Logic & Progress Override,
Calculate Start-to-Start lag from,
Define critical activities as,
Calculate float based on finish date of,
Compute Total Float As and
Calendar for scheduling Relationship Lag,
15.3-13.4 Setting Baseline & Limits on Viewing Baseline Data6:08
15.3 Setting the Baseline
15.4 Limitations on Viewing Baseline Data
Workshop 13 – WBS, LOEs and Setting the Baseline8:48

17.1 User Preferences Part 114:12
17.1 User Preferences Part 1
Time Units,
Dates,
Currency,
E-Mail, Assistance,
Application and
Password
17.1 User Preferences Part 215:19
17.1 User Preferences Part 2
Resource Analysis,
Calculations,
Startup Filters and
Personal Information
17.2 Admin Menu - Create Users9:21
17.2 Admin Menu - Create Users
Securty Profiles and
Create Users
17.3 Admin Preferences13:14
17.3 Admin Preferences
General,
Data Limits,
ID Lengths,
Time Periods,
Earned Value,
Reports,
Options,
Rate Types,
Industry,
Consent Notice,
Status of User Acceptance and
Exception Site List
17.4-5 Admin Categories, Miscellaneous Defaults and Set Language8:53
17.4 Admin Categories
Admin Categories,
Currencies,
Financial Periods P6 Version 19 and earlier,
Financial Periods Calendars introduced in P6 Version 20,
17.5 Miscellaneous Defaults
Default Project – Changed in P6 Version 20 & Language
17.6 Set Language

22.1 - 22.2 Project Breakdown Structures and Activity Codes10:38
22.1 Understanding Project Breakdown Structures
22.2 Activity Codes
22.3 User Defined Fields5:25
22.3 User Defined Fields
22.4 - 22.6 WBS Catergory, Resource Codes & Cost Accounts5:40
22.4 WBS Category or Project Phase
22.5 Resource Codes
22.6 Cost Accounts
22.7 - 22.9 Owner Activity, Assgnment Codes & Role Codes5:15
22.7 Owner Activity Attribute
22.8 Assignment Codes
Workshop 19 – Activity Codes and User Defined Fields (UDF)7:42
Workshop 19 – Activity Codes and User Defined Fields (UDF)

23.1 - 21.5 Introducing Global Change, Simple Changes and Selecting Activities7:39
23.1 Introducing Global Change
23.2 The Basic Concepts of Global Change
23.3 Specifying the Change Statements
23.4 Examples of Simple Global Changes
23.5 Selecting the Activities for the Global Change
23.06-10 Duration Calcs, Any & All, Tempory Values and More Advanced Examples6:58
23.6 Duration Calculations with Global Change
23.7 (Any of the following) and (All of the following)
23.8 Temporary Values 23.9 Global Change Functions
23.10 More Advanced Examples of Global Change
Workshop 20 – Global Change7:12

24.01-05 Multiple User Display Issues to Users, Security and OBS.mp410:44
24.1 Multiple User Data Display Issues
24.2 Enterprise Project Structure (EPS)
24.3 Project Portfolios 24.4 Organizational Breakdown Structure – OBS
24.5 Create Users, Security Profiles and Organizational Breakdown Structure
24.06-11 Project Codes to Job Services.mp49:45
24.6 Project Codes
24.7 Filtering, Grouping and Sorting Projects in the Projects Window
24.8 Project Durations in the Projects Window
24.9 Why Are Some Data Fields Gray and Cannot Be Edited?
24.10 Summarizing Projects
24.11 Job Services
24.12 Tracking Window
24.12 Tracking Window7:04
Updated 2024
24.12 Tracking Window

26.1 - 26.3 Reflection Projects, Advanced Scheduling Options & Audit Trail7:41
26.1 Reflection Projects
26.2 Advanced Schedule Options
26.3 Audit Trail Columns
26.4 Excel Import and Export9:52
26.4 Excel Import and Export
26.5 Project Import and Export Part 1 Introduction and XER Files9:24
26.5 Project Import and Export Part 1 Introduction and XER Files
26.5 Project Import and Export Part 2 P6 XML Files8:26
26.5 Project Import and Export Part 2 - P6 XML Files
26.5 Project Import and Export Part 3 Microsoft Project XML File Export13:35
26.5 Project Import and Export Part 3 - Microsoft Project XML File Export
26.5 Project Import and Export Part 4 Microsoft Project XML File Import9:16
26.5 Project Import and Export Part 4 - Microsoft Project XML File Import
26.6 - 26.8 Check In and Check Out, Online Help & Activity Discusion Feature6:53
26.6 Check In and Check Out
26.7 Online HTML Help
26.8 Activity Discussion Feature
26.9 - 26.12 Lean Tasks to Multiple Project Views6:48
26.9 Lean Tasks may be imported using an XML file
26.10 Maintain Relationships with External Projects
26.11 Assignment Cost are Exported
26.12 Multiple Project Views Displayed Side by Side

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.
Access to a computer with Oracle Primavera P6 loaded.

Description

The course was updated to Oracle Primavera P6 Version 23 in May 2024

This course aims to teach participants:

SCHEDULING OPTIONS AND SETTING A BASELINE

Understanding Date Fields
Scheduling Options – General Tab Setting the Baseline

USER AND ADMINISTRATION PREFERENCES AND SCHEDULING OPTIONS

User Preferences
Admin Create Users
Admin Preferences
Admin Categories
Miscellaneous Defaults

OTHER METHODS OF ORGANIZING PROJECT DATA

Understanding Project Breakdown Structures
Activity Codes
User Defined Fields
WBS Category or Project Phase Resource Codes
Cost Accounts Owner
Activity Attribute
Assignment Codes and Role Codes

GLOBAL CHANGE

Introducing Global Change
The Basic Concepts of Global Change
Specifying the Change Statements
Examples of Simple Global Changes
Selecting the Activities for the Global Change
Duration Calculations with Global Change
(Any of the following) and (All of the following)
Temporary Values Global Change Functions
More Advanced Examples of Global Change

MANAGING THE ENTERPRISE ENVIRONMENT

Multiple User Data Display Issues
Enterprise Project Structure (EPS)
Project Portfolios
Organizational Breakdown Structure – OBS
Users, Security Profiles and Organizational Breakdown Structure
Project Codes Filtering, Grouping and Sorting Projects in the Projects Window
Project Durations in the Projects Window
Why Are Some Data Fields Gray and Cannot Be Edited?
Summarizing Projects Job Services
Tracking Window

MULTIPLE PROJECT SCHEDULING

Multiple Projects in One Primavera Project
Multiple P6 Primavera Projects Representing One Project
Setting Up Primavera Projects as Sub-projects
Refresh Data and Commit Changes
Who Has the Project Open?
Setting Baselines for Multiple Projects
Restoring Baselines for Multiple Projects

UTILITIES

Reflection Projects
Advanced Scheduling Options
Audit Trail Columns
Excel Import and Export Too
Project Import and Export
Check In and Check Out
UN/CEFACT XML format
Online HTML Help
Lean Tasks, Maintain Relationshipss with External Project Assignment Costs and Muli Project Views

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.

Primavera P6 PPM Professional Advanced Features

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 4min

Scheduling Options and Setting a Baseline6 lectures • 59min

User Preferences and Admin Preferences5 lectures • 1hr 1min

Other Methods Of Organizing Project Data5 lectures • 35min

Global Change3 lectures • 22min

Managing the Enterprise Environment3 lectures • 28min

Multiple Project Scheduling1 lecture • 11min

Utilities8 lectures • 1hr 12min

Earned Value Management with P61 lecture • 16min

Requirements

Description

Who this course is for: