PRIMAVERA TRAINING COURSE CONTENT

Section 1: Introduction

➢ Introduction about Portfolio, Program and Projects

➢ Introduction to Project Management
➢ Introduction to Primavera
➢ History of Planning
➢ Skills required for Planning
➢ Project Phases & Life Cycle

Section 2: Primavera P6 Architecture

Learning Objective: In this Chapter, you can able to understand P6

Architecture in detail

Topics:

➢ Primavera P6 PPM vs EPPM vs Cloud

➢ Primavera Architecture in detail
➢ Database options in P6

Section 3: Portfolio Program & Project Structure Creation

Learning Objective: In this Chapter, you will be introduced to P6 tool

options and settings. Creating Portfolio, Program and Projects.

Topics:

➢ Setting up Enterprise Project Structure (EPS)

➢ Setting up Organizational Breakdown Structure (OBS)
➢ User Administration
➢ User control & Limited Access Provisions
➢ Setting User Preferences

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 ➢ Creating a Project
➢ Defining Project Status
➢ Setting up Project Dates
➢ Setting up Project Codes
➢ Project Parameters

Hands-on Practicals:

➢ Creating Portfolio, Program and Project assigning responsible

managers
➢ Understanding the project information and details in depth
➢ Primary settings to be done in P6 tool in User Preference and
Admin Preferences

Section 4: Project Code and Calendars

Learning Objective: In this Chapter, you will be familiar in creating

Calendar and Project Codes.

Topics:

➢ Project Codes
➢ Calendar
➢ Global Calendar
➢ Project Calendar
➢ Resource Calendar

Hands-on Practicals:

➢ Creating Project Codes and performing it grouping option

➢ Creating all three types of Calendar – Work Week, Exception
and Holiday setup

Section 5: Project Time Management

Section 5.1: WBS & Activities

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 Learning Objective: In this Chapter, you will deep dive into WBS,
Activities, types and its relationship.

Topics:

➢ Creating Work Breakdown Structure (WBS)

➢ Defining Work Package & Creating Project Activities
➢ Activity Codes
➢ Activity Types
➢ Duration Types
➢ Percentage Completion Types
➢ Activity Resource units loading
➢ Applying activities relationships (Logical connection)
➢ Relationship Types
➢ Creating Activity Steps
➢ Feeding Activity information to Execution Team
➢ Activity Summary
➢ Notebooks

Hands-on Practicals:

➢ Creating WBS, Work Package and activities – Understanding

activity details
➢ Practicing on creating all types of activities
➢ Establishing relationship between activities – Four types
➢ Understanding duration types in activities and activity steps

Section 5.2: Scheduling and Constraints

Learning Objective: In this Chapter, you will get expertise in Scheduling

and applying constraints

Topics:

➢ Scheduling Types

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 ➢ Retained Logic
➢ Progress Override
➢ Actual Dates
➢ Scheduling Option
➢ Scheduling Logs
➢ Applying Constraint
➢ Types of Constraints

Hands-on Practicals:

➢ Exercise for all scheduling types during out of sequence

➢ Applying different constraints in activities and understanding its
behaviour

Section 6: Project Resource management

Learning Objective: In this Chapter, you will get knowledge of creating

resources and mapping resources to project activities effectively

Topics:

➢ Types of Resources
➢ Units of Measures
➢ Creating Resource
➢ Default & Maximum units per time
➢ Resource Price revisions
➢ Resource Shift Creation
➢ Assigning the resource to activities
➢ Resource Codes
➢ Creating Roles
➢ Assigning roles to resources
➢ Assigning roles to activities
➢ Resource Loading
➢ Resource Curves

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 ➢ Bucket Loading
➢ Project Resources Leveling and it types

Hands-on Practicals:

➢ Creating all three type of resources – Setting up appropriate

units and maximum units
➢ Assigning roles to user
➢ Mapping or loading resources to project activities
➢ Applying resource curves based on working pattern expected
➢ Apply all types of resource levelling to avoid over allocation

Section 7: Project Cost Management

Learning Objective: In this Chapter, you will be familiar in creating

costing and managing it.

Topics:

➢ Project Funding Sources

➢ Activity Costing
➢ Expenses
➢ Estimating Budgeted and Actual cost for Activities
➢ Establishing budgets for Work Packages
➢ Estimating Project Budgets
➢ Preparing Project Cash Flow
➢ Cost Comparison Analysis
➢ Cost Monitoring & Revisions
➢ Project Budget revisions

Hands-on Practicals:

➢ Creating Funding source and Cost accounts

➢ Working with Budget log, spending plan and summary
➢ Comparison of budgeted cost and actual cost of all activities
during execution

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 ➢ Monitoring and revising cost after the comparison

Section 8: Project Risk Management

Objective: In this Chapter, you will get expertise in creating and

managing risk in P6.

Topics:

➢ Identifying Project Risk

➢ Categorizing Risk
➢ Risk Status
➢ Analysing Pre-Risk Impact
➢ Setting Risk control plan
➢ Post Risk Impact Analysis
➢ Finding Risk Cost
➢ Cause and Effect Analysis

Hands-on Practicals:

➢ Creating Risk – Categorize it, Updating Pre-risk, Control plan

and Post Risk Impact
➢ Mapping the risk to corresponding expected WBS or Activities

Section 9: Project Monitoring & Control

Learning Objective: In this Chapter, you will be familiar in updating

project and controlling it.

Topics:

➢ Setting up & Assigning Baselines

➢ Apply Actuals
➢ Progress Update
➢ Look Ahead Schedule
➢ Delay Impact Analysis

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 ➢ Earned Value Analysis
➢ S-Curve Analysis
➢ Usage of Project Thresholds
➢ Project Issue Register
➢ Working in Project Issues
➢ Project Tracking

Hands-on Practicals:

➢ Baseline Creation &Assigning Baseline to the project –

Comparison of baseline vs Actual
➢ Updating Project Progress – Manual,Update Progress and Apply
Actuals
➢ Monitoring using Earned Value Graph and Tables – Percentage
completion
➢ Setting Threshold through different parameter and triggering
issues automatically
➢ Exercise for all four tracking layout views available in P6

Section 10: Schedule Comparison

Learning Objective: In this Chapter, you will be familiar in comparing the

Project schedules.

Topics:

➢ Importance of Schedule Comparison

➢ Visualizer Tool
➢ Comparing different version of projects
➢ Comparing different version of baselines
➢ Comparison general and advanced options in P6

Hands-on Practicals:

➢ Creating new comparison

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 ➢ Creating new comparison report version using existing version
and opening the existing application version
➢ Analyzing the comparison report

Section 11: Reflections

Learning Objective: In this Chapter, you will be familiar in creating

reflections.

Topics:

➢ Copying Project and Reflections

➢ Difference between Project Copying and reflection
➢ Merging the changes to Source Project

Hands-on Practicals:

➢ Create reflection of existing project and make changes in the

copy
➢ Merging the changed version to the source

Section 12: Reporting

Learning Objective: In this Chapter, you will be familiar in working with

all types of reports in P6

Topics:

➢ Default Reports
➢ Global Reports
➢ Project reports
➢ Creating Report groups
➢ Creating Reports using Report Editor
➢ Creating Reports using Report Wizard
➢ Template Reporting
➢ Modifying existing reports
➢ Batch Reports – Creating and Running Batch Reports

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 ➢ Procurement Report
➢ Project Progress Report
➢ Schedule Comparison Report
➢ Weekly Report
➢ Project Cost Report
➢ Project Closing Report
➢ Client Report

Hands-on Practicals:

➢ Creating reports using both Report editor and Wizard

➢ Utilizing the default reports
➢ Customizing any type of report
➢ Creating and executing batch reports
➢ Generating reports in different file formats

Section 13: Other Important Features

Learning Objective: In this Chapter, you will be familiar in all important

P6 tool features.

Topics:

➢ Managing Multiple Projects

➢ Project Work Products & Documents
➢ Creating Layouts and Maintaining layouts
➢ User Defined Fields
➢ Global Change
➢ Store Period Performances
➢ Recalculate Assignment Cost
➢ Import & Export the project data

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 Hands-on Practicals

➢ Global change usage in Calendar, Activity codes and Status

indicators.
➢ Creating and saving Layouts for Cost, Baseline, Earned Value
etc
➢ Import and Export for single and multiple projects

Section 14: Projects

Topics:

➢ Commercial Building Planning loaded with 50+ Activities

➢ Residential Building - Villa Type
➢ Residential Building - Apartment Type
➢ Bridge Construction
➢ Power Plant Construction
➢ Maintenance of Oil & Gas Plant

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