Primavera P6 Advanced Rel 8.3

What You Will Learn

This course provides hands-on training in advanced resource management and project management in P6 EPPM, Primavera’s Web-based project management application.

Topics include creating resource teams and role teams; high-level resource planning; resource leveling; viewing and analyzing portfolio performance; assessing return on investment; capacity planning and waterline analysis; and earned value analysis.

Case studies reinforce new skills and functionality.

Professional Development and Continuing Education Units: 13 PDUs and 1.3 CEUs

Learn to

  • Use high-level resource planning
  • Use resource leveling
  • Staff resource requests
  • Create resource teams and role teams
  • Use high-level resource planning
  • Assess portfolio performance
  • View return on investment data
  • Conduct waterline analysis
  • Use advanced scheduling techniques

View summary as PDF


  • End Users
  • Project Manager
  • Business Analysts
  • Functional Implementer


Suggested Prerequisites

Course Objectives

  • View portfolio performance
  • Use advanced scheduling techniques
  • Analyze portfolio performance
  • Manage multiple projects
  • Create resource teams
  • Use high-level resource planning
  • Staff resource requests
  • Create a portfolio
  • Use resource leveling

Course Topics

Creating Resource Teams and Role Teams

  • View the Resource Team Summary portlet.
  • View the Open Requests for Resources portlet.

Viewing Portfolio Performance

  • Review performance thresholds.
  • Use earned value analysis.

Viewing Portfolio Information

  • View return on investment data.
  • View data in the Gantt Chart.

Analyzing Portfolios

  • Create a portfolio view.
  • View waterline analysis.
  • Create a scenario.
  • View the Capacity Planning page.

High-Level Resource Planning

  • Assign resources and roles.
  • Using Committed and Life of Project assignments.

Managing Allocation

  • Using the Resource Usage tab to analyze units and costs.
  • Grouping data on the Assignments page.

Staffing Resource Requests

  • Use resource search.

Resource Leveling

  • Set leveling options.
  • Assign leveling priorities.

Advanced Scheduling

  • Multiple float paths.
  • Scheduling logic options.