Primavera P6 EPPM

Get up to speed fast with Primavera P6 EPPM. Our pragmatic class takes you through what you need to know to become proficient with Primavera P6 EPPM (Enterprise Project Portfolio Management) Web Client. The Topics covered in each lesson are as follows:

Lesson 1 – Introduction

• P6 EPPM architecture
• P6 data structure
• Dashboards
• Portfolios
• Projects tab
• Opening and closing a project
• User preferences

Lesson 2 – Project Structures

• The purpose of the Enterprise Project Structure (EPS)
• Modifying the EPS view
• Adding EPS nodes
• The concept of the Organizational Breakdown Structure (OBS) and Responsible Manager

Lesson 3 – Project Creation

• Creating a new project in P6 EPPM
• Setting project preferences
• Creating a project from a template
• Setting up and assigning calendars to support a project’s working days.

Lesson 4 – Work Breakdown Structure

• Work Breakdown Structure (WBS) key concepts
• WBS examples
• WBS data entry preparation
• Creating a WBS

Lesson 5 – Adding Activities (Part 1)

• The differing activity types
• Adding activities to the schedule
• Importing and exporting project data

Lesson 5 – Adding Activities (Part 2)

• Defining Activity Steps and Creating Step Templates
• Creating and Assigning Activity Codes
• Creating and Assigning User Defined Fields

Lesson 6 – Relationships & Constraints (Part 1)

• Relationship types
• Adding relationships
• Critical Path Method
• Time analysis and the forward and backward pass
• Scheduling a project and the schedule log

Lesson 6 – Relationships & Constraints (Part 2)

• Total float
• Adding activity constraints
• Inserting a ‘Must Finish by’ project constraint date
• Defining critical activities by total float or longest path
• Schedule optimization techniques

Lesson 7 – Formatting Project Data

• How to modify the grouping of project data
• How to create custom filters
• How to modify the Time Scale in charts
• How to modify the appearance of the Gantt chart area

Lesson 8 – Resources and Costs

• Resources overview
• Creating resources
• Understanding duration types
• Assigning resources to activities
• Assigning material expense items to activities

Lesson 9 – Resource Analysis

• Publishing project data to support resource analysis
• Team usage profile
• Resource over-allocation mitigation
• Mitigating Resource over-allocation demonstration

Lesson 10 – Baselines

• Baseline concepts and overview
• Defining a baseline
• Baseline restoring and project converting
• Displaying a baseline on the Gantt chart
• Baseline and variance tabulated data

Lesson 11 – Progressing the Project

• Percent Complete Type
• Data Date
• Preparing to Progress the Schedule
• Progressing the schedule
• Summarizing the project

Lesson 12 – Reporting

• Printing a Gantt chart report
• Running standard tabulated reports