Getting Started with Primavera P6 Professional

What you will learn

Get started with Primavera P6 Professional. From viewing your EPS (Enterprise Project Structure), to creating and baselining a project plan, collecting updates, and communicating project progress—you’ll have an overview of it all.

This course uses P6 Professional Project Management (PPM), Primavera’s Windows-based, client/server application. It is appropriate for those using P6 PPM—either as a stand-alone application, or as part of P6 Enterprise Project Portfolio Management (EPPM).

Professional Development and Continuing Education Units: N/A

This class meets from noon to 4:00 PM ET on scheduled dates.

Learn To

  • Navigate P6 Professional
  • Set up and configure global settings
  • Use the Enterprise Project Structure (EPS)
  • Organize a project into a Work Breakdown Structure (WBS)
  • Plan a project schedule using relationships and constraints
  • Establish resources and roles
  • Optimize and baseline
  • Update project information
  • Communicate project progress

View summary as PDF

Audience

  • New users of Primavera P6
  • Users of previous versions of Primavera scheduling software
  • Project Managers
  • Executives

Suggested Prerequisites

  • Basic knowledge of project management principles

Course Outline

Navigating in P6 Professional

  • View the Projects Window
  • View the EPS within the Projects Window
  • Global vs. Project Specific Data
  • Open an Existing Project
  • View the Activities Window

WBS and Activities

  • View the Work Breakdown Structure Window
  • Review Activity Types
  • Create Activities

Relationships, Scheduling and Constraints

  • Review Relationship Types
  • Create Relationships
  • Schedule
  • Review Schedule Log Report
  • Review and Assign Constraints

Roles and Resources

  • Review Role Dictionary
  • Review Resource Breakdown Structure
  • Assign Roles to Activities
  • Assign Resources to Activities

Optimizing and Baselining

  • Review Project for Schedule, Resource Usage, and Budget
  • Modify Schedule
  • Modify Resource Assignments
  • Baseline the Project

Updating the Project

  • Status Activities
  • Re-schedule with a new Data Date
  • View the Schedule

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