This two-day course provides hands-on training for the administration of Primavera P6 Rel 8. Participants will learn how to build enterprise data structures and configure settings to support an enterprise implementation. Among topics covered: how to build and manage the EPS and OBS; add users and configure security; set enterprise data and default settings; support management processes.

Summary

  • Course duration: 2 days
  • Teaching method: interactive, at FIA Integra’s training centre
  • Course format: 40% theory, 60% practice
  • The course addresses: Administrators, Functional Implementers, Project Managers
  • Suggested prerequisites: managing projects in Primavera P6 Professional Rel 8.0
  • You will learn: to manage EPS and OBS, to create resources and roles, to configure security, to manage enterprise settings and to support management processes.

Course Objectives

  • Add resources
  • Add users
  • Configure security
  • Set enterprise data
  • Set project data
  • Establish project defaults
  • Manage reporting
  • Build OBS Build EPS

Course content

  • Describing components of P6
  • Identifying organisational roles for P6
  • Describing responsibilities for organisational roles
  • Describing steps to implement P6
  • Defining project management components
  • Elements of the EPS
  • Benefits of the EPS
  • Creating the EPS
  • Elements of the OBS
  • Configuring users
  • Specifying rates for roles
  • Setting role limits
  • Creating a resource plan
  • Assigning resource and role teams
  • Creating financial periods
  • Defining a global calendar
  • Viewing UDFs
  • Adding users
  • Creating security profiles
  • Creating user accounts
  • User interface views
  • Prioritizing projects
  • Using capacity planning
  • Using waterline analysis
  • Duration type
  • Percent complete type
  • Activity type
  • Selecting and updating method
  • Managing baselines
  • Performance thresholds
  • Portfolios
  • Dashboards
  • Earned value analysis
  • Defining publication periods
  • Managing reports

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