
Goal of the lecture:
Present the agenda of the training
Do an overview of the sections
Notes: on the materials, you can find the Agenda shared on the lecture
Goal of the lecture:
Provide preliminary information about the structure of the training (lectures, captions, etc.)
Provide preliminary information about Primavera (version, release, etc.)
Goal of the lecture:
Download Primavera P6 from Oracle website
Install Primavera P6 on your PC
Note: if you have already installed Primavera P6 on your PC (regardless of the version) you can skip this lecture
Goal of the lecture:
Do the first login on Primavera
Get familiar with the look & feel of Primavera
Goal of the lecture:
Set the "User Preferences"
Set the "Admin Preferences"
Goal of the lecture:
Configure the EPS (Enterprise Project Structure)
Create the first Project
Goal of the lecture:
Complete the Details of the Project
Introduce and configure some key fields
Goal of the lecture:
Add the WBS of the Project
Goal of the lecture:
Configure the first layout: columns, group&sort, Gantt chart, details
Goal of the lecture:
Add the first activities on the project
Define dates & duration
Goal of the lecture:
Add the relationships between activities
Schedule the project
Goal of the lecture:
Move activities, inside the WBS and across WBS
Configure Activity ID
Goal of the lecture:
Activity Types: how to use different "Activity Types" (e.g.: Milestone) on the project
Goal of the lecture:
Exercise on Project Plan: add activities and manage ID, type, duration and relationships
Notes: on the materials, you can find:
Primavera file, containing the project BEFORE the exercise (P01-Exercise.xer)
Expected result of the exercise (Exercise.pdf)
Recap of the step required to perform the exercise (Exercise guideline.pdf)
Goal of the lecture:
Provide the solution of the exercise, with a step-by-step explanation and demonstration
Goal of the lecture:
Export and import Primavera file (format: xer)
Note: on the materials, you can find the Primavera file, containing the project AFTER the exercise (P01-Solution.xer)
Goal of the lecture:
Export and import Excel files (format: xlsx) to massively import and/or update large amounts of data (e.g.: activities, relationships)
Note: on the materials, you can find the Excel file (P01.xlsx) used during the exercise
Goal of the lecture:
Understand and manage the Critical Path
Goal of the lecture:
Insert constraints on activities (e.g: Start after, Finish before)
Analyze the impact on schedule
Goal of the lecture:
Create and manage personalized Calendar
Goal of the lecture:
Assign Calendar to activities
Analyze the impact on schedule
Goal of the lecture:
Edit data (dates, duration, relationships, calendar) from Gantt Chart and from the Table
Note: on the materials, you can find the Primavera file, containing the project built at the end of the lecture; it will serve as the foundation for the upcoming lectures
Goal of the lecture:
Create new Resources
Analyze different types of Resources (Labor, non-Labor, Material)
Goal of the lecture:
Define details and roles of Resources
Provide the guideline for the exercise
Notes: on the materials, you can find the reference for the exercise (Exercise.pdf)
Goal of the lecture:
Provide the solution of the exercise, with a step-by-step explanation and demonstration
Show different methods of performing resources creation
Goal of the lecture:
Create and customize non-labor and material Resources
Goal of the lecture:
Assign Resources to activities and estimate the amount of work
Provide the guideline for the exercise
Notes: on the materials, you can find the data for the exercise (Resources exercise.pdf)
Goal of the lecture:
Provide the solution of the exercise, with a step-by-step explanation and demonstration
Show different methods of performing resource assignments
Goal of the lecture:
Analyze the Resources Workload chart, based on previous assignments
Identified Resources overload
Goal of the lecture:
Analyze the Resources Assignment and Workload, on two dedicated tab/module
Goal of the lecture:
Assign a Role to an activity
Complete the Labor Resources assignment on project & fix the overallocation
Goal of the lecture:
Assign non-Labor and Material Resources to the project
Configure the columns of the main table
Goal of the lecture:
Assign Expenses to the Activities
Add Expenses columns on the Table
Goal of the lecture:
Configure and analyze the chart focused on cost
Provide the guideline for the exercise
Notes: on the materials, you can find the data for the exercise (Expenses exercise.pdf)
Goal of the lecture:
Provide the solution of the exercise, with a step-by-step explanation and demonstration
Analyze the Project Expenses, on two dedicated tab/module
Goal of the lecture:
Configure and save a Layout
Open other Layout and understand the differences
Notes: on the materials, you can find the layout used during the lecture (01.Plan.plf)
Goal of the lecture:
Search Columns on the dedicated tab
Add/Remove Columns from the Layout
Goal of the lecture:
Apply filters
Create and configure a new filter
Provide the guideline for the exercise
Goal of the lecture:
Provide the solution of the exercise, with a step-by-step explanation and demonstration
Provide other examples of filters
Goal of the lecture:
Create and configure Activity Codes
Assign Activity Codes on Activities
Goal of the lecture:
Analyze and configure activity grouping
Provide examples of grouping
Goal of the lecture:
Configure the Timescale and bars of the Gantt Chart
Goal of the lecture:
Configure the page and the fit of the print
Launch the print of the project
This course takes you through the complete project management process in Oracle Primavera P6—from project creation to plan and progress. With 60 concise clips averaging 8-9 minutes each, this course offers you the flexibility to learn at your own pace, adapting to your schedule and availability.
You will gain a clear, practical framework, enriched with exercises, examples, and downloadable materials. This course is suitable for both beginners and intermediate users, providing straightforward instruction on the essential features of Primavera P6.
The course is divided into 15 focused sections:
Welcome – Introduction to the instructor, the course objectives, and key preliminary information
Getting Started – Learn how to install Primavera P6 (optional), explore the user interface, and set up Preferences
EPS, Project, WBS – Build the Enterprise Project Structure (EPS), create and configure Projects, and develop the Work Breakdown Structure (WBS)
Project Plan – Essential – Add activities, define dates and durations, set up relationships, and use different activity types
Project Plan – Exercises – Hands-on exercises for scheduling activities, importing/exporting XER and XLSX files
Project Plan – Advanced – Explore advanced topics like critical path, constraints, and calendars, plus tips for data management in Gantt and Table views
Resources Creation – Create and configure resources for labor, non-labor, and material, and add roles
Resources Assignment & Workload – Assign resources to activities and analyze workload charts and spreadsheets
Expenses – Add expenses to activities and review budget distribution through charts and spreadsheets
Layout – Master the configuration of views, including columns, filters, groupings, activity codes, Gantt charts, and print settings
Baseline & Progress – Save baselines, track project progress, and analyze variances and indexes (including Earned Value, CPI, and SPI)
Progress Examples – Work through examples simulating various progress scenarios (on schedule, delays, over-costs, etc.)
Project Portfolio – Set up and analyze the portfolio tab to assess project performance across multiple projects
Conclusion – A wrap-up of the training with final recommendations
Extra Track – Advanced Features – Explore optional advanced topics: Activity Steps, Export/Import Baselines, Global Change, Duration Type, Percent Complete Type, and Financial Periods
By the end of this course, you will have a strong command of Oracle Primavera P6.
With the ability to efficiently create, plan, and track projects, you will be ready to confidently navigating the software and apply these skills in real-world scenarios.
See you in the first lesson!