Oracle Primavera P6: Essentials Training for Project Success

Master the fundamentals of project scheduling in Primavera P6 by building an enterprise project structure, creating activities, defining relationships, and managing resources, costs, calendars, and constraints.

Clarifies portfolio, program, and project concepts, showing portfolios sit at the top of the organization and exist to achieve strategic objectives through programs and projects.

Create and name an enterprise project structure (EPS) to organize projects like folders, then add a new EPS named primary education and create a project under it.

Create a new project in Primavera P6 professional by selecting the enterprise project structure, using file > new, and entering the project ID, name, and dates, then set up the calendar.

Create a calendar from global templates, set five workdays per week, mark Saturday and Sunday as holidays, define 8 am–4 pm, and apply it to the new project.

Create a work breakdown structure in the project, rename three WBS elements to training planning, training commencement, and training implementation, then add activities under each.

Define and create project activities under each WBS category in Primavera P6, assign activity names, set start and end dates, and prepare for milestones and relationships.

Assign predecessors to create relationships between project activities, then use the schedule tool to apply finish-to-start, start-to-start, finish-to-finish, or start-to-finish relationships.

Define milestone activities by changing the activity type to milestone, set zero duration, and assign 1000 and 1060 as start and finish milestones with updates reflected in the chart area.

Add labor and material resources to the project resources database, and prepare to assign them to activities in Oracle Primavera P6.

Assign resources to project activities in Primavera P6 by selecting an activity, opening the resources tab, and adding labor or material resources such as John and David.

Learn to assign non-resource expenses to project activities in Primavera P6, including costs for materials, facilities, travel, and training, with unit of measure, timing, and budget, actual, and remaining costs.

Create a baseline by saving a copy of the current project, then assign baselines to other projects to compare cost, schedule, and performance against the plan, up to three baselines.

Update the project schedule by reflecting changes in actual durations and activity sequences, including added or deleted activities, and compare to baselines while updating progress with start and finish dates.

Monitor and filter project activities in Primavera P6 to control schedules, using the filters window to show start constraints and milestones, and create custom filters as needed.

Learn how project constraints set when activities start or finish in Oracle Primavera P6, including using the must finish by option and rescheduling with F9 to update the project database.

Select a project activity, apply up to two constraints (primary and secondary), and set a start on or before a date in the status tab.

Learn to import and export projects in Primavera P6 Professional, transfer project data to formats like Excel and Microsoft Project, and create new projects during import.

Adjust margins, orientation, and paper size; edit header and footer; tweak section settings for dates, activity table, and gantt chart; then apply changes to print project reports.

Explore the six professional main menus in Primavera P6, including the file, edit, view, project, enterprise tools, and Akman menu, and understand the options and commands available.

Explore Primavera P6 professional's file menu, learning to create, open, and close projects, print settings, import and export data, manage portfolios, commit changes, refresh data, and exit safely.

Explore how the Primavera P6 edit menu enables cut, copy, paste, delete, dissolve, add, link, renumber, and assign actions, with quick access to find, replace, spell check, and user preferences.

Explore the Primavera P6 view menu to customize display options, including layout, time scale, filters, groupings, columns, and Gantt or table views for project insight.

Explore the Primavera P6 professional project menu to manage activities, resources, expenses, documents, baselines, thresholds, issues, and risks across open projects.

Access the Primavera P6 enterprise menu to manage an enterprise project structure, tracking, portfolios, resources, roles, and calendars, and compare it with the P6 professional setup.

Explore the Primavera P6 tools menu to schedule, level resources, apply actuals, track progress, recalculate costs, publish reports, and perform global changes and top-down estimation.

Explore the Primavera P6 professional admin menu to configure preferences, categories, currencies, and financial periods, and set time periods for tracking project performance with earned value analysis.

Explore Oracle Primavera P6 admin preferences, including Egmont preferences, Edman categories, currencies, and financial periods, to configure calendars, durations, password policy, and reporting.

Configure Primavera P6 user preferences to tailor time units, date formats, currency, startup options, and password settings for your projects.

Define and manage currencies and their exchange rates in a project cost window, set a base currency, and create financial periods to track work and costs by defined dates.

Configure global data items in admin categories, set baseline types, manage expense and document categories, track document status, and standardize risk and notebook topics across all P6 projects.

Adjust admin preferences in Oracle Primavera P6 to tailor project schedules, set Monday as the week start, verify time period values, and select engineering and construction industry settings.

Set up user preferences in Primavera P6 by adjusting time units, date formats, currency, assistance for activities, and startup options, including password settings and startup filters.

Apply what you learned in Oracle Primavera P6 essentials to schedule and control projects, while continuing to practice, review updates, and participate in the course Q&A for ongoing learning.