Duration: 3 Days

What you will learn:

This course leads participants through the entire project life cycle, from planning to execution. Topics include adding activities, assigning resources, and creating a baseline. Participants also gain a thorough background in the concepts of planning and scheduling.

All workshops and instruction stress the three basic elements of project management: schedule, resources, and costs.

At the end of each day, students apply the concepts and functionality they learned in a case study. The course is divided into three sections: Creating a Project; Scheduling the Project; Project Execution and Control.

The course uses P6. It is appropriate for those using P6 Professional either as a stand-alone application or as part of P6 EPPM.

Learn To:

• Create a project
• Add activities
• Schedule a project
• Assign resources
• Adjust the project schedule
• Execute and control the project

Audience:

• Project Managers
• Project Planners and Schedulers
• Business Analysts
• End Users
• Functional Implementers

Course Objectives:

• Create a project
• Create a Work Breakdown Structure
• Add activities
• View calendars
• Create relationships
• Schedule the project
• Assign constraints
• Format schedule data
• Define roles and resources
• Assign roles
• Assign resources
• Analyze resources
• Optimize the project plan
• Execute the project
• Create reports
• Understand data structures

Course Topics:

• Understanding P6 Data
• Describing Enterprise and Project-Specific data
• Logging In
• Opening an Existing Project
• Opening and Customizing Layouts
• Enterprise Project Structure
• Describing Components of EPS

Creating a Project

• Create a project
• Navigating in the Projects Window
• Viewing Project Details

Creating a Work Breakdown Structure

• Defining a Work Breakdown Structure
• Creating the WBS Hierarchy

Adding Activities

• Describing an Activity and its Components Describing Activity Types
• Adding Activities
• Adding a Notebook Topic
• Adding Steps to an Activity
• Assigning Activity Codes

Creating Relationships

• Viewing a Network Logic Diagram
• Relationship Types
• Creating Relationships

Scheduling a Project

• Performing a Forward and Backward Pass
• Describing Float

Assigning Constraints

• Applying an Overall Deadline to a Project
• Apply a Constraint to an Activity

Formatting Schedule Data

• Grouping Activities
• Sorting
• Filtering

Roles and Resources

• Describing Roles and Resources
• Viewing Dictionaries

Assigning Roles

• Assigning Roles to an Activity
• Assign Rates on Roles

Assigning Resources

• Assigning Resources
• Adjusting Budgeted Units/Time

Analyzing Resources

• Displaying the Resource Usage Profile

Optimizing the Project Plan:

• Analyzing Schedule Dates
• Shortening a Project Schedule
• Analyzing Resource Availability

Baselining the Project:

• Creating a Baseline Plan
• Display Baseline Bars on the Gantt Chart

Project Execution and Control:

• Describing Methods for Updating the Schedule
• Using Progress Spotlight
• Statusing Activities
• Rescheduling the Project

Reporting Performance:

• Describing Reporting Methods
• Running a Schedule Report
• Creating a report with the Report Wizard

Lesson 1 – Resource Optimization

•  Reviewing Resource Loading
• Resource Assignments Window
• Copying and Pasting into Excel
• Other Tools for Histograms and Tables
• Methods of Resolving Resource Peaks and Conflicts
• Resource Leveling
• Leveling Examples ( Leveling with & without Positive Float)
• Resource Shifts
• Guidelines for Leveling
• What to look for if Resources are Not Leveling
• Resource Curves
• Workshop – Resources Optimization

Lesson 2 – Updating a Resourced Schedule

• Understanding Budget Values and Baseline Projects
• Understanding the Current Data Date
• Information Required to Update a Resourced Schedule
• Project Window Defaults for Updating a Resourced Schedule
• Activities Window – Percent Complete Types
• Using Steps to Calculate Activity Percent Complete
• Updating the Schedule
• Updating Resources
• Updating Expenses
• Workshop  – Updating a Resourced Schedule

Lesson 3 – 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
• Workshop  – Activity Codes and User-Defined Fields (UDF)

Lesson 4 – 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
• Workshop  – Global Change

Lesson 5 – 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

Lesson 6 – 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

Lesson 7 –  Utilities 

• Reflection Projects
• Advanced Scheduling Options ( Calculating & Displaying Multiple Paths)
• Audit Trail Columns
• Excel Import and Export Tool
• Project Import and Export
• Check-In and Check Out
• UN/CEFACT XML format
• Online HTML Help
• Activity Discussion Feature

Lesson 8 – Earned Value

• Performance Measurement Baseline
• Planned Value
• Earned Value
• Actual Costs
• Estimate to Complete
• Activity Usage S-Curves
• Sample Graphical S-Curves

Earned value management (EVM) is a widely used and highly effective technique when it comes to tracking project progress & performance.

For those working in a Primavera environment, this Earned Value Management in Primavera P6 course focuses on the application of the EVM approach in a Primavera environment. The 1-day class combines practical exercises and interactive sessions to deliver an all-round understanding of how to apply EVM in Primavera P6, providing delegates with the knowledge and skills to:

• Describe the principles of earned value management
• Understand how to plan a project to use EVM
• Organize an EMV project in Primavera P6
• Pinpoint earned value trends and interpret their significance
• Use Primavera P6 to perform exception analysis

This course covers the following areas:

1. The need for EVM

• Why projects fail
• The need to understand actual financial and schedule progress
• Limitations of common monitoring techniques

2.What is EVM

• The basic principles of EVM
• The EVMS criteria

3.Organising and planning

• EVM constraints on project organization
• Earned value measuring techniques
• Planning an EVM project
• Managing baselines in an EV environment4.

4.EVM Earned Value Management in Primavera

• Primavera considerations in EV project organization
• Structuring EV projects in Primavera
• Applying the correct EV measuring techniques in Primavera
• Primavera EV reporting

5.EVM charts and data

• Using EV cost and schedule variances
• Interpreting EV curves
• SPI and CPI trend analysis

6.Forecasts

• Use of Independent EAC in Primavera
• EAC challenging

7.Implementation

• The challenges in implementing EV