Oracle Primavera® P6™ Project Management Version 7.0 Training

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Primavera® P6™ Project Management training imparts the skills to effectively use Primavera’s P6 project management software from Oracle. Participants learn how to manage the resources for multiple projects by defining key roles and work breakdown structure. The ways to define milestones, budgets, and scheduling is also taught under this Oracle training. The knowledge candidates’ gain during training helps in aligning projects with strategic planning of the business along with calculated risk. The candidates acquire strong organization-wide project portfolio management skills through Primavera® P6™ training course.

By the completion of the training, following skills will be inculcated in you:

Navigating the user interface
Understanding of project portfolio management (PPM)
Adding a new project and establishing a work breakdown structure (WBS)
Defining personnel and equipment requirement
Tracking and reporting project data
Implementing, managing, and updating scheduling
Baseline the project plan
Calculating project risk
Customizing projects and publishing on the World Wide Web
Customizing layouts, reports and grouping/sorting/filtering data
Importing and exporting data

Target Audience

Business/Project Analysts
Program/Project Manager
Project Control Engineers
Planner/Scheduler
Functional Implementer
End User

Prerequisites

Individuals with knowledge of project management principles and hands-on experience with Windows operating system are the ideal participants for this course.

Part 1: Overview and Configuration
Part 2: Structuring Projects
Part 3: Implementing the Schedule
Part 4: Updating and Managing the Schedule
Part 5: Customizing Projects
Part 6: Importing and Exporting Data

Part 1: Overview and Configuration

1. Understanding Project Management

Why Use Project Portfolio Management?
Your Role in the Enterprise
Project Management Process Overview
Planning, Controlling, and Managing Projects

2. Quick Tour

Getting Started
Selecting a Language
The Workspace
What Is a Layout?
Customizing Displays
Sample Layouts
Using Wizards

4. Setting User Preferences

Formatting Time Units
Formatting Dates
Setting View Currency and Symbols
Setting Mail Preferences
Implementing Wizards
Creating a Log of Tasks and Setting Startup, Group and Sort, and Column

5. Options

Changing Your Password
Setting Profile and Spreadsheet Data Options
Setting Calculation Options for Resource and Role Assignments
Selecting Startup Filters

Part 2: Structuring Projects

1. Setting Up the Enterprise Project Structure

Enterprise Project Structure Overview
Setting Up the Enterprise Project Structure
Adding a New Project to the Enterprise Project Structure
Using Project Architect
Working with the Enterprise Project Structure
Defining Enterprise Project Structure Details

2. Setting Up the Organizational Breakdown Structure

The Enterprise OBS
Viewing an OBS
Setting Up an OBS
Editing OBS Elements

3. Defining Resources and Roles

Resources Overview
Viewing and Adding Resources
Defining Resource Shifts
Defining and Assigning Resource Codes and Values
Setting Up Roles
Assigning Roles to Resources
Defining Custom Resource Curves

4. Reviewing Work Breakdown Structures<

The Enterprise WBS
Viewing a WBS
Grouping by WBS Path
Adding WBS Elements and Assigning Properties
Using WBS Milestones
Assigning WBS Category Values
Defining Earned Value Settings for Specific WBS Elements
Assigning Estimation Weights to WBS Elements

5. Defining Budgets

Top-Down Budgeting
Establishing Budgets
Establishing a Monthly Spending Plan
Tracking Budget Changes
Establishing Funding
Tracking and Analyzing Budgets

6. Establishing Project Codes

Defining and Assigning Project Codes
Grouping, Summarizing, and Filtering by Codes

7. Working with User-Defined Fields

Creating User-Defined Fields
Working with User-Defined Fields
Working with Indicators

8. Creating Calendars

Adding Calendars
Modifying Calendars

Part 3: Implementing the Schedule

1. Establishing Activity Codes

Creating Activity Codes and Values
Grouping and Summarizing by Codes

2. Working with Activities

Activities Overview
Adding Activities
Defining General Activity Information
Defining Schedule Information
Establishing Relationships
Displaying Activity Details for Assignments
Assigning Resources and Roles
Assigning Resource Curves to Resource or Role Assignments
Manually Planning Future Period Assignments
Assigning Activity Codes and Adding Expenses
Viewing Activity Feedback and Posting Resource Notes
Assigning Work Products and Documents
Creating and Assigning Activity Step Templates
Viewing Activity Summaries
Viewing Contract Manager Documents
Using Global Change

3. Working with Cost Accounts and Project Expenses

Cost Account and Expense Overview
Setting Up a Cost Account Structure
Adding Expenses and Entering Cost Information
Defining Expense Details
Analyzing Costs

4. Performing Top-Down Estimation

Performing Top-down Estimation
Applying Saved Top-Down Estimates To a Project

Part 4: Updating and Managing the Schedule

1. Managing Baselines

Creating and Maintaining Baselines
Assigning Baselines to Projects
Comparing Current and Baseline Schedules
Updating Baselines

2. Updating, Scheduling, and Leveling

The Update Process
Choosing a Method of Updating
Highlighting Activities for Updating
Updating Progress for Spotlighted Activities
Estimating Progress Automatically
Updating Using Timesheets
Updating Activities Manually
Interrupting Activity Progress
Applying Actuals
Storing Period Performance (Past Period Actuals)
Scheduling Projects
Leveling Resources
Recalculating Resource and Role Assignment Costs
Managing Resource Assignments

3. Summarizing Projects

Setting Summarization Options
Summarizing Project Data
Project Issues and Thresholds
Adding Issues
Assigning Tracking Layouts to Issues
Using the Issue Navigator
Adding Thresholds
Threshold Parameter Definitions
Monitoring Thresholds
Assigning Tracking Layouts to Thresholds

4. Managing Risks

Adding Risks
Calculating Exposure Values
Calculating a Risk’s Impact
Creating and Deleting Risk Types
Customizing Risk Layouts

5. Maintaining a Project’s Document Library

Viewing a Document Library and Adding/Deleting Work Products and Documents
Specifying Document Location References
Assigning Work Products and Documents

6. Tracking Projects

Creating Tracking Layouts
Working with Tracking Layouts
Customizing Tracking Layouts
Grouping, Sorting, and Filtering Data in Tracking Layouts

7. Comparing Projects with Schedule Comparison

Schedule Comparison Overview
Comparing Projects/Baselines
Comparison Data

Creating and Using Reflections

Reflection Overview
Creating and Using Reflections
Reflection Guidelines

8. Checking Projects In and Out

Managing Remote Projects
Checking Out Projects
Checking In Projects

Part 5: Customizing Projects

1. Working with Layouts

Layout Types
Creating, Opening, and Saving Layouts
Exporting and Importing Layouts
Copying and Pasting Resource Spreadsheet Data to Microsoft Excel

2. Grouping, Sorting, and Filtering Data

Grouping Data
Sorting Data
Filtering Data

3. Customizing Layouts

Modifying Columns
Adjusting the Timescale
Formatting Gantt Charts
Formatting Activity Network Layouts
Modifying Resource and Activity Usage Profile Settings

4. Customizing Reports

Reports Overview
Opening Reports
Creating and Modifying Reports
Using the Report Editor
Adding Data Sources and Rows to Reports
Adding Text Cells to Reports
Sorting Report Data Sources
Customizing a Report with the Report Editor: an Example
Using Report Groups
Setting Up Batch Reports

5. Printing Layouts and Reports

Defining Page Settings
Previewing Layouts and Reports
Printing Layouts and Reports
Publishing Layouts and Reports in HTML Format

6. Publishing a Project On the Web

Project Web Site Overview
Publishing a Project Web Site
Customizing the Appearance of a Project Web Site
Publishing Activity and Tracking Layouts

Part 6: Importing and Exporting Data

1. Linking the Project Management and Contract Manager Modules

Linking the Project Management Module to Contract Manager
Linking a Project Management Project to a Contract Manager Project
Importing Contract Manager Data to a Project Management Module Project

2. Transferring Data to Other Project Management Module Users

Exporting Projects
Exporting Roles or Resources
Importing Projects
Importing Roles or Resources

3. Transferring Methodology Data

Exporting Methodologies
Exporting Roles or Resources
Importing Methodologies
Importing Projects as Methodologies
Importing Roles or Resources

4. Transferring Data Using Microsoft Project Files

Exporting Projects
Exporting Resources
Importing Projects from Microsoft Project
Importing Resources from Microsoft Project

5. Transferring Data Using Microsoft Excel Files

Exporting Project Data to Microsoft Excel
Updating Project Data in Microsoft Excel
Importing Projects from Microsoft Excel

6. Transferring Data between P3 and the Project Management Module

Exporting Projects to P3 3x
Importing P3 3x Projects to the Project Management Module

7. Transferring Data to Primavera Contractor Users

Exporting Projects
Exporting Resources

What is Oracle Primavera^®?

Primavera^® is the top provider of cloud on-premise Enterprise Project Portfolio Management (EPPM) solutions. It began as an individual firm called as Primavera^® Systems in 1993, but was purchased by Oracle in 2008. Oracle Primavera^® is a complete suite of products that help manage projects over their entire lifecycles. All the products can be used to manage risk versus reward, budget and resourcing.

What is Portfolio Management?

Project Management professionals makeuse of this term to identify methods of analyzing and managing a group of current or proposed projects that operate as per variegated key characteristics. Under Portfolio Management, the main objective is the sequencing of proposed projects to achieve the organization’s overall goals. Such goals are usually expressed in terms of business strategy goals, technical strategy goals and hard economic measures, as per constraints of external real-world factors and management.

What is Program Management?

Program Management relates to coordination and prioritization of resources across projects. Resources should be utilized in a way that minimizes the overall costs and manages links between the projects and program risks. Program Management always operates at a level higher than individual projects.

Which products of Primavera^® offer the functionality of portfolio management?

Portfolio management is offered by P6 PPM and P6 EPPM, which can group projects into "portfolios". However, this is just a mechanism to simplify access to specific groups of projects. A portfolio can be defined as one having projects within a specific programme as well, for which reports can be produced.

What is the difference between the PPM (Standalone P6 Software) and the EPPM (Enterprise Suite)?

There is significant confusion in the market place about these two Oracle products. Oracle P6 Professional can be used as a standalone application in order to access a locally installed database, which could be Oracle XE or Microsoft SQL Server Express. It can easily access a central database and also be used as a multi-user system, where data is to be shared with others.

On the other hand, Primavera^® P6 EPPM is a web browser-based enterprise-wide project management system focusing on the handling of a wide range of roles, ranging from executives to team members. Although based on the P6 Professional system, it is much more focused around the enterprise as a whole, as it offers special capabilities such as timesheets (also usable with P6 Professional), team member updating tools and also integrated reporting. Integrated reporting is possible through Oracle’s Business Intelligence Publisher and P6 Analytics.

What benefits do I derive after getting trained in Primavera^® P6?

Oracle Primavera^® P6 is used not just by Project Planners, but also by Project Managers, Schedulers, and engineers, as well as others involved in project planning, reporting and management. Oracle Primavera^® Project Management provides the best solutions to manage the entire project portfolio lifecycle. Learning the software lands better job prospects, thereby helping accelerate your career graph.

Do Primavera^® P6 and Oracle Projects mean the same?

No. Oracle Projects are categorized under the Oracle E-Business Suite (EBS). Undoubtedly, Primavera^® Gateway can be used to integrate the two, but the domains & purposes are different. Both do integrate well to offer superior coordination and analytics.

In order to run Primavera^® P6, what memory size should my computer have?

You need at least 4 GB RAM in your computer to run Primavera^® P6. Although, it is recommended that you increase the memory to 6 GB in order to avoid problems of speed or connectivity.

Can Primavera^® P6 software solution be interfaced to an ERP system?

Yes, this is certainly possible. The Primavera^® Gateway is available with a connector for SAP as standard, and also has connectors for other ERP systems.

How do I ensure that I am well-equipped with the use of Primavera^® P6?

Assessments, mock tests, assignments and multiple practice questions go a long way to ensure that our students ace the exam in the very first attempt. You can project your knowledge and areas of improvement.

Mock tests are time-based and are available on the Learning Management System (LMS). At the end of each test, the LMS provides students correct answers and explanations. In addition, a detailed report shows complete analysis of your proficiency as well as important areas of development, which help improve your performance.

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