Project Planning, Scheduling and Control by Primavera P6

Learning Objectives

• Learning Project Management basic concepts
• Learn using Primavera P6 for Project Management
• Creating Project Scheduling and Budget
• Manage Project Scheduling and Budget
• Control Project Scheduling and Budget
• Generate Reports for Management

Course Outline:

INTRODUCTION

1. Purpose
2. Required Background Knowledge
3. Purpose of Planning
4. Project Planning Metrics
5. Planning Cycle
6. Levels of Planning
7. Monitoring and Controlling a Project

STARTING UP AND NAVIGATION

1. Logging In
2. The Projects Window
3. Opening One or More Projects
4. Displaying the Activities Window
5. Opening a Portfolio
6. Top and Bottom Panes of Windows
7. User Interface Update
8. User Preferences
9. Starting Day of the Week
10. Admin Preferences – Set Industry Type
11. Application of Options within Forms
12. Do Not Ask Me About This Again
13. Right-clicking with the Mouse
14. Accessing Help
15. Refresh Data – F5 Key
16. Commit Changes – F10 Key
17. Send Project
18. Closing Down
19. Workshop 1 – Navigating Around the Windows

CREATING A NEW PROJECT

1. Creating a Blank Project
2. Copy an Existing Project
3. Importing a Project
4. Setting Up a New Project
5. Project Dates
6. Saving Additional Project and EPS Information – Notebook Topics
7. Workshop 2 – Creating Your Project

DEFINING CALENDARS

1. Database Default Calendar
2. Accessing Global and Project Calendars
3. The Project Default Calendar
4. Creating a New Global or Project Calendar
5. Resource Calendars
6. Move, Copy, Rename and Delete a Calendar
7. Editing Calendar Working Days
8. Inherit Holidays and Exceptions from a Global Calendar
9. Adjusting Calendar Working Hours
10. Calculation of Activity Durations in Days, Weeks or Months
11. Calendars for Calculating Project, WBS and Other Summary Durations
12. Tips for Mixed Calendar Schedules
13. Workshop 3 – Maintaining the Calendars

CREATING A PRIMAVERA PROJECT WBS

1. Opening and Navigating the WBS Window
2. Creating and Deleting a WBS Node
3. WBS Node Separator
4. Work Breakdown Structure Lower Pane Details
5. WBS Categories
6. Displaying the WBS in the Activity Window
7. Workshop 4 – Creating the Work Breakdown Structure

ADDING ACTIVITIES AND ORGANIZING UNDER THE WBS

1. New Activity Defaults
2. Duration Type
3. Percent Complete Type
4. Activity Types and Milestones
5. Cost Account
6. Calendar
7. Auto-numbering Defaults
8. Adding New Activities
9. Default Activity Duration
10. Copying Activities from other Programs
11. Copying Activities in P6
12. Renumbering Activity IDs
13. Elapsed Durations
14. Finding the Bars in the Gantt Chart
15. Activity Information – Bottom Layout
16. Assigning Calendars to Activities
17. Assigning Activities to a WBS Node
18. Reordering or Sorting Activities
19. Undo
20. Summarizing Activities Using WBS
21. Spell Check
22. Workshop 5 – Adding Activities

FORMATTING THE DISPLAY

1. Formatting the Project Window
2. Understanding Forms
3. Formatting the Bars
4. Progress Line Display on the Gantt Chart
5. Formatting Columns
6. Row Height and Show Icon
7. Format Timescale
8. Inserting Attachments – Text Boxes and Curtain
9. Format Fonts and Font Colors
10. Format Colors
11. Line Numbers
12. Workshop 6 – Formatting the Bar Chart

ADDING RELATIONSHIPS

1. Constraints
2. Understanding Relationships
3. Understanding Lags and Leads
4. Formatting the Relationships
5. Adding and Removing Relationships
6. Dissolving Activities
7. Circular Relationships
8. Scheduling the Project
9. Reviewing Relationships, Leads and lags
10. Workshop 7 – Adding the Relationships

ACTIVITY NETWORK VIEW

1. Viewing a Project Using the Activity Network View
2. Adding and Deleting Activities
3. Adding, Editing and Deleting Relationships
4. Formatting the Activity Boxes
5. Reorganizing the Activity Network
6. Saving and Opening Activity Network Positions
7. Early Date, Late Date and Float Calculations
8. Workshop 8 – Scheduling Calculations and Activity Network View

CONSTRAINTS

1. Assigning Constraints
2. Number of Constraints per Activity
3. Setting a Primary Constraint Using the Activity Details Form
4. Setting a Secondary Constraint Using the Activity Details Form
5. Expected Finish Constraint
6. Setting Constraints Using Columns
7. Typing in a Start Date
8. Project Must Finish By Date
9. Activity Notebook
10. Creating Notebook Topics
11. Adding Notes
12. Workshop 9 – Constraints

GROUP, SORT AND LAYOUTS

11. Group and Sort Activities
12. Display Options
13. Group By
14. Group By Options
15. Sorting
16. Reorganize Automatically
17. Auto-Reorganization
18. Set Page Breaks in the Group and Sort Form
19. Group and Sort Projects at Enterprise Level
20. Understanding Layouts
21. Applying an Existing Layout
22. Creating a New Layout
23. Saving a Layout after Changes
24. Layout Types
25. Changing Activity Layout Types in Panes
26. Activities Window Layout Panes
27. WBS and Projects Window Panes
28. Copying a Layout To and From Another Database
29. Workshop 10 – Organizing Your Data

FILTERS

11. Understanding Filters
12. Applying a Filter
13. Filters Form
14. Applying a Single Filter
15. Applying a Combination Filter
16. Creating and Modifying a Filter
17. Creating a New Filter
18. One Parameter Filter
19. Two Parameter Filter
20. Multiple Parameter Filter
21. Editing and Organizing Filter Parameters
22. Understanding Resource Filters
23. Workshop 11 – Filters

PRINTING AND REPORTS

11. Printing
12. Print Preview
13. Page Setup
14. Print Form
15. Print Setup Form
16. Reports
17. Workshop 12 – Printing

SCHEDULING OPTIONS AND SETTING A BASELINE

1. Understanding Date Fields
2. Scheduling Options
3. Setting the Baseline
4. Workshop 13 – WBS, LOEs and Setting the Baseline

UPDATING AN UNRESOURCED SCHEDULE

1. Practical Methods of Recording Progress
2. Understanding the Concepts
3. Activity Lifecycle
4. Assigning an Actual Start Date and Time of an Activity
5. Assigning an Actual Finish Date and Time of an Activity
6. Calculation of Durations of an In-Progress Activity
7. Summary Bars Progress Calculation
8. Understanding the Current Data Date
9. Updating the Schedule
10. Updating Activities Using the Status Tab of the Details Form
11. Updating Activities Using Columns
12. Progress Spotlight and Update Progress
13. Suspend and Resume
14. Scheduling the Project
15. Comparing Progress with Baseline
16. Progress Line Display on the Gantt Chart
17. Corrective Action
18. Check List for Updating a Schedule
19. Workshop 14 – Progressing and Baseline Comparison

USER AND ADMINISTRATION PREFERENCES AND SCHEDULING OPTIONS

1. User Preferences
2. Admin Menu
3. Admin Preferences
4. Miscellaneous Defaults
5. CREATING ROLES AND RESOURCES
6. Understanding Resources and Roles
7. Creating Roles
8. Creating Resources and the Resources Window
9. Resource Breakdown Structure – RBS
10. Formatting the Resources Window
11. Adding Resources
12. General Tab
13. Codes Tab
14. Details Tab
15. Units and Prices Tab
16. Roles Tab
17. Notes Tab
18. Progress Reporter Tab
19. Workshop 15 – Adding Resources to the Database

ASSIGNING ROLES, RESOURCES AND EXPENSES

1. Understanding Resource Calculations and Terminology
2. Project Window Resource Preferences
3. User Preferences Applicable to Assigning Resources
4. Activities Window Resource Preferences and Defaults
5. Assigning and Removing Roles
6. Assigning and Removing Resources
7. Resource and Activity Duration Calculation and Resource Lags
8. Expenses
9. Suggested Setup for Creating a Resourced Schedule
10. Workshop 16 – Assigning Resources and Expenses to Activities

RESOURCE OPTIMIZATION

1. Reviewing Resource Loading
2. Activity Usage Spreadsheet
3. Activity Usage Profile
4. Resource Usage Spreadsheet
5. Resource Usage Profile displaying a Resource Histogram
6. Activity Usage Profile Displaying S-Curves
7. Resource Assignments Window
8. Copying and Pasting into Excel
9. Resource Leveling
10. Leveling Examples
11. Guidelines for Leveling
12. Workshop 17 – Resources Optimization

UPDATING A RESOURCED SCHEDULE

1. Understanding Budget Values and Baseline Projects
2. Understanding the Current Data Date
3. Information Required to Update a Resourced Schedule
4. Project Window Defaults for Updating a Resourced Schedule
5. Activities Window – Percent Complete Types
6. Using Steps to Calculate Activity Percent Complete
7. Updating the Schedule
8. Updating Resources
9. Updating Expenses
10. Workshop 18 – Updating a Resourced Schedule

OTHER METHODS OF ORGANIZING PROJECT DATA

1. Understanding Project Breakdown Structures
2. Activity Codes
3. User Defined Fields
4. WBS Category or Project Phase
5. Resource Codes
6. Cost Accounts
7. Owner Activity Attribute
8. Workshop 19 – Activity Codes and User Defined Fields (UDF)
9. MANAGING THE ENTERPRISE ENVIRONMENT
10. Enterprise Project Structure (EPS)
11. Project Portfolios
12. Organizational Breakdown Structure – OBS
13. Users, Security Profiles and Organizational Breakdown Structure
14. Project Codes
15. Filtering, Grouping and Sorting Projects in the Projects Window
16. Project Durations in the Projects Window
17. Summarizing Projects
18. Tracking Window

MULTIPLE PROJECT SCHEDULING

1. Multiple Projects in One Primavera Project
2. Multiple P6 Primavera Projects Representing One Project
3. Setting Up Primavera Projects as Sub-projects
4. Refresh Data and Commit Changes
5. Who Has the Project Open?
6. Setting Baselines for Multiple Projects
7. Restoring Baselines for Multiple Projects

UTILITIES

1. Reflection Projects
2. Advanced Scheduling Options
3. Calculating Multiple Paths
4. Displaying Multiple Paths
5. Excel Import and Export Tool
6. Project Import and Export
7. Check In and Check Out