Training

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