PROMASTAR Instructor Led Professional Training Services: Primavera Accredited/Certified Class Courses
PROMASTAR Instructor Led Professional Training Services: Primavera Accredited/Certified Class Courses
PROMASTAR Instructor Led Professional Training Services: Primavera Accredited/Certified Class Courses
Professional Training Services
Primavera Accredited/Certified
Class Courses
Oracle_Primavera_Applications_Training_Class_Courses Page 1
Oracle Primavera Learning Experience
Learning in an organization is not an option—it's a requirement for success. The Oracle
Primavera products optimize the value of knowledge and knowledge sharing within an
enterprise, and their value grows in direct proportion to the knowledge of the people
who use them.
Primavera Training consultants offer a full suite of Primavera classes to help make your
implementation successful. The classes combine theory and practice, with some lecture
and product interaction. Students use hands‐on exercises and a case study approach to
reinforce concepts and gain practical experience in using the software.
Primavera training focuses on ensuring that your Primavera users understand their
software thoroughly and know how to optimize their productivity using it. To help them
choose the most effective course sequence, Primavera provides training targeted by
role. Our standard courses can also be customized to fit your business needs.
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LIST OF COURSES
PMI
Course Title
PDU's CEU's Course Code
Primavera P6 Professional Fundamentals Rel 8.2
Primavera P6 Professional Advanced Rel8.2
Primavera P6 Fundamentals Rel 8.2
Primavera P6 Advanced Rel 8.2
Primavera P6 Rel 8.0 Fundamentals 32.5 3.25 101‐R8
Managing Projects in Primavera P6 Professional Rel 8.0 32.5 3.25 102‐R8
Managing Resources in Primavera P6 Professional Rel 8.0 13 1.3 106R‐R8
Managing Portfolios in Primavera P6 Rel 8.0 6.5 0.65
Primavera P6 Application Administration Rel 8.x
Project Management in Primavera P6 Rel 7 19.5 1.95 102
Advanced Project Management in Primavera P6 Rel 7 13 1.3 106P
Resource Management in Primavera P6 Rel 7 13 1.3 106R
Administration in Primavera P6 and P6 Web Access Rel 7 6.5 0.65 106A
Project Management in Primavera P6 Web Access Rel 7 19.5 1.95 101
Resource Management in Primavera P6 Web Access Rel 7 13.5 1.2 107
Portfolio Management in Primavera P6 Web Access Rel 7 6.5 0.65 109
Migrating from P3 to Primavera P6 13 1.2 108
Managing Projects in Primavera Contractor Rel 6 13 1.3 700
Resource and Cost Analysis in Primavera Project Planner (P3) Rel 3 6.5 0.65 602
Planning and Scheduling in Primavera Project Planner (P3) Rel 3 19.5 1.95 601
Managing Project Data in Primavera Project Planner (P3) Rel 3 6.5 0.65 603
Project Risk Management in Primavera Pertmaster Rel 8.6 19.5 1.95 501
Primavera Contract Management Rel 14 19.5 1.95
Primavera Contract Management Rel 13 19.5 1.95 E202
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Primavera P6 Enterprise Project Portfolio Management
Primavera P6 Professional Fundamentals Rel 8.2
This course leads participants through the entire project life cycle, from planning to
execution. Topics include adding activities, assigning resources, and creating a baseline.
Participants also gain a thorough background in the concepts of planning and
scheduling.
All workshops and instruction stress the three basic elements of project management:
schedule, resources, and costs. At the end of each day, students apply the concepts and
functionality they learned in a case study. The course is divided into three sections:
Creating a Project; Scheduling the Project; Project Execution and Control.
The course uses P6 Professional, Primavera's Windows‐based, client/server application.
It is appropriate for those using P6 Professional either as a stand‐alone application or as
part of P6 EPPM.
Professional Development and Continuing Education Units: Earns 19.5 PDUs and 1.95
CEUs
Course level: Basic
Target role: Program Managers, Project Managers, Project Coordinators &
Planners/Schedulers, Business Analysts, End Users, Functional Implementer
Additional audiences: Existing project management module users, Existing P3e/c,
Enterprise, and Team Play users.
Professional Development and Continuing Education Units:
Earns 19.5 PDUs and 1.95 CEUs
Prerequisite: Knowledge of Project Management principles
Course Length: 19.5 hrs
Course Objectives:
Understand data structures
Create a project
Create a Work Breakdown Structure
Add activities
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View calendars
Create relationships
Schedule the project
Assign constraints
Format schedule data
Define roles and resources
Assign roles
Assign resources
Analyze resources
Optimize the project plan
Execute the project
Create reports
Course Outline:
Understanding P6 Data
Describing Enterprise and Project‐Specific data
Logging In
Opening an Existing Project
Opening and Customizing Layouts
Enterprise Project Structure
Describing Components of EPS
Creating a Project
Create a project
Navigating in the Projects Window
Viewing Project Details
Creating a Work Breakdown Structure
Defining a Work Breakdown Structure
Creating the WBS Hierarchy
Adding Activities
Describing an Activity and its Components
Describing Activity Types
Adding Activities
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Adding a Notebook Topic
Adding Steps to an Activity
Assigning Activity Codes
Creating Relationships
Viewing a Network Logic Diagram
Relationship Types
Creating Relationships
Scheduling
Performing a Forward and Backward Pass
Describing Float
Assigning Constraints
Applying an Overall Deadline to a Project
Apply a Constraint to an Activity
Using Reflection Projects
Creating a Reflection Project
Merging Changes
Formatting Schedule Data
Grouping Activities
Sorting
Filtering
Roles and Resources
Describing Roles and Resources
Viewing Dictionaries
Assigning Roles
Assigning Roles to an Activity
Assign Rates on Roles
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Assigning Resources
Assigning Resources
Adjusting Budgeted Units/Time
Analyzing Resources
Displaying the Resource Usage Profile
Optimizing the Project Plan
Analyzing Schedule Dates
Shortening a Project Schedule
Analyzing Resource Availability
Baselining the Project Plan
Creating a Baseline Plan
Display Baseline Bars on the Gantt Chart
Project Execution and Control
Describing Methods for Updating the Schedule
Using Progress Spotlight
Statusing Activities
Rescheduling the Project
Reporting Performance
Describing Reporting Methods
Running a Schedule Report
Creating a report with the Report Wizard
Suggested Next Course(s):
Primavera P6 Professional Advanced R8.2
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Primavera P6 Professional Advanced R8.2
This course provides in‐depth resource management and project management training in
Primavera P6 Professional. Resource management topics include manual allocation, bucket
planning, and leveling. Project management topics include earned value analysis, advanced
scheduling, and timescaled logic diagrams.
Learn To:
Use bucket planning
Use resource leveling
Use earned value analysis
Calculate percent complete
Calculate multiple float paths
Analyze resource usage
Course level: Advanced
Target role: Program Managers, Project Managers, Project Coordinators &
Planners/Schedulers, Business Analysts, End Users, Functional Implementer
Additional audiences: Existing project management module users, Existing P3e/c,
Enterprise, and Team Play users.
Professional Development and Continuing Education Units:
Earns 13 PDUs and 1.3 CEUs
Required Prerequisite: Primavera P6 Professional Fundamentals Rel 8.2
Course Length: 13 hrs
Course Objectives:
Analyze resources and roles
Use the Assignments window
Assign cost accounts
Analyze resources
Bucket planning
Level resources
Use earned value
Calculate percent complete
Use advanced scheduling technqiues
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Use timescaled logic diagrams
Course Topics:
Using Earned Value Analysis
Calculating Planned Value Cost
Calculating Actual Cost
Calculating Earned Value Cost
Measuring Performance Percent Complete
Managing Multiple Projects
Opening Multiple Projects
Setting the Default Project
Analyzing Resources and Roles
Using the Resource Usage Profile
Using the Resource Usage Spreadsheet
Manually Allocating Resources
Viewing the Assignments Window
Viewing and Editing Allocation
Using Bucket Planning
Editing Future Buckets
Using Curves
Leveling Resources
Setting Leveling Options
Leveling Based on Priority
Adanced Scheduling
Multiple Float Paths
Calendar Effect on Lag
Scheduling Out‐of‐Sequence Activities
Timescaled Logic Diagrams
Choosing a Template
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Filtering Data
Primavera P6 Fundamentals Rel 8.2
Participants will create a project, add activities and relationships, assign resources, adjust the
project plan to account for schedule delays and overallocated resources, and analyze portfolios.
Participants also will learn how to customize the Personal Workspace and the Project
Workspace to monitor project progress and communicate with team members. Oracle BI and
BPM are not covered in this course.
The course uses P6, Primavera' Web‐based project management tool. It is divided into four
sections: Overview and Creating a Project; Scheduling the Project and Managing Data; Assigning
Resources and Baselining; and Project Execution and Control.
Professional Development and Continuing Education Units: Earns 32.5 PDUs and 3.25 CEUs
Learn to:
Create a project
Add activities
Create relationships
Assign and analyze resources
Analyze project performance
Execute and control the project
Customize dashboards and the Project Workspace
View reports
Course level: Basic
Target role: Program Managers, Project Managers, Project Coordinators &
Planners/Schedulers, Business Analysts, End Users, Functional Implementer
Additional audiences: Existing project management module users, Existing P3e/c,
Enterprise, and Team Play users.
Professional Development and Continuing Education Units:
Earns 32.5 PDUs and 3.25 CEUs
Prerequisite: Knowledge of Project Management principles
Course Length: 32.5 hrs
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Course Objectives:
Create a project
Create a Work Breakdown Structure
Add activities
Customize activity views
Create relationships
Schedule the project
Assign constraints
View the Enterprise Project Structure
Optimize the project schedule
Assign roles and resources
Analyze resources and costs
Baseline the project plan
Execute the project
Customize dashboards
Manage risk
View reports
Course Topics:
Understanding P6 Data
Describing the Organizational Breakdown Structure
Describing the Enterprise Project Structure
Creating a Project
Viewing the EPS Page
Modifying Project Information
Creating a Work Breakdown Structure
Creating Multiple Levels
Adding Activities
Describing Activity Types
Viewing Activity Information
Editing Activity Details
Assigning Steps
Assigning Codes
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Using Activity Views
Customizing a View
Filtering Data
Grouping and Sorting Data
Creating Relationships
Viewing Relationship Types
Creating Relationships in the Gantt Chart
Scheduling a Project
Defining Key Terms
Defining Total Float
Describing Loops and Open Ends
Calculating a Schedule
Assigning Constraints
Applying a Must Finish By Date
Constraining an Activity
Optimizing the Project Schedule
Analyzing Schedule Dates
Shortening a Project Schedule
Viewing the Project Workspace
Adding and Removing Portlets
Customizing the Project Workspace
Assigning Roles and Resources
Assigning a Role
Requesting Resources
Assigning Resources
Checking Resource Availability
Calendars
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Defining Work Types
Editing a Project Calendar
Assigning a Calendar to an Activity
Baselining the Project Plan
Selecting a Baseline
Adding a Baseline
Executing the Project Plan
Describing Methods of Applying Progress
Using Progress Spotlight
Defining the Data Date
Applying Progress to Activities
Analyzing the Updated Project
Comparing Dates
Viewing Schedule Performance
Addressing Variances
Viewing Dashboards
Customizing Dashboards
Adding and Removing Dashboards
Viewing Portfolio Data
Managing Issues
Creating a Issues
Viewing Issues
Managing Risk
Creating Project Risks
Developing a Risk Response Plan
Suggested Next Courses:
Primavera P6 Advanced Rel 8.2
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Primavera P6 Advanced Rel 8.2
This course provides hands‐on training on advanced resource management and project
management in P6, 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.
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
Course level: Advanced
Target role: Program Managers, Project Managers, Project Coordinators &
Planners/Schedulers, Business Analysts, End Users, Functional Implementer
Additional audiences: Existing project management module users, Existing P3e/c,
Enterprise, and Team Play users.
Professional Development and Continuing Education Units:
Earns 13 PDUs and 1.3 CEUs
Prerequisite: Knowledge of project management principles
Primavera P6 Fundamentals Rel 8.2
Course Length: 13 hrs
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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.
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Staffing Resource Requests
Use resource search.
Resource Leveling
Set leveling options.
Assign leveling priorities.
Advanced Scheduling
Multiple float paths.
Scheduling logic options.
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Primavera P6 Rel 8.0 Fundamentals
Participants will create a project, add activities and relationships, assign resources, adjust the
project plan to account for schedule delays and over allocated resources, and analyze portfolios.
Participants also will learn how to customize the Personal Workspace and the Project
Workspace to monitor project progress and communicate with team members. Enhanced risk
management and project templates ‐‐ new for P6 R8 ‐‐ are covered. BI and BPM are not covered
in this course.
The course is divided into five sections: Overview and Creating a Project; Scheduling the Project
and Managing Data; Assigning Resources and Baselining; Project Execution and Control; and
Project Closeout and Advanced Topics.
Course level: Basic
Target role: Program Managers, Project Managers, Project Coordinators &
Planners/Schedulers, Business Analysts, End Users, Functional Implementer
Additional audiences: Existing project management module users, Existing P3e/c,
Enterprise, and Team Play users.
Professional Development and Continuing Education Units:
Earns 32.5 PDUs and 3.25 CEUs
Prerequisite: Knowledge of Project Management principles
Course Length: 32.5 hrs
Course Objectives
Create a project
Create a Work Breakdown Structure
Add activities
Customize activity views
Create relationships
Schedule the project
Assign constraints
View the Enterprise Project Structure
Optimize the project schedule
Assign roles and resources
Analyze resources and costs
Baseline the project plan
Execute the project
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Customize dashboards
Manage risk
Create project templates
Course Outlines
Understanding P6 Data
o Describing the Organizational Breakdown Structure
o Describing the Enterprise Project Structure
Creating a Project
o Viewing the EPS Page
o Modifying Project Information
Creating a Work Breakdown Structure
o Creating Multiple Levels
Adding Activities
o Describing Activity Types
o Viewing Activity Information
o Editing Activity Details
o Assigning Steps
o Assigning Codes
Using Activity Views
o Customizing a View
o Filtering Data
o Grouping and Sorting Data
Creating Relationships
o Viewing Relationship Types
o Creating Relationships in the Gantt Chart
Scheduling a Project
o Defining Key Terms
o Defining Total Float
o Describing Loops and Open Ends
o Calculating a Schedule
Assigning Constraints
o Applying a Must Finish By Date
o Constraining an Activity
Optimizing the Project Schedule
o Analyzing Schedule Dates
o Shortening a Project Schedule
Viewing the Project Workspace
o Adding and Removing Portlets
o Customizing the Project Workspace
Assigning Roles and Resources
o Assigning a Role
o Requesting Resources
o Assigning Resources
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o Checking Resource Availability
Calendars
o Defining Work Types
o Editing a Project Calendar
o Assigning a Calendar to an Activity
Baselining the Project Plan
o Selecting a Baseline
o Adding a Baseline
Executing the Project Plan
o Describing Methods of Applying Progress
o Using Progress Spotlight
o Defining the Data Date
o Applying Progress to Activities
Analyzing the Updated Project
o Comparing Dates
o Viewing Schedule Performance
o Addressing Variances
Viewing Dashboards
o Customizing Dashboards
o Adding and Removing Dashboards
o Viewing Portfolio Data
Project Templates
o Creating a Template from a Project
o Creating a New Project from a Template.
o Tailoring a Project by Adding a WBS from a Template.
Managing Risk
o Creating Project Risks
o Developing a Risk Response Plan
Advanced Scheduling
o Calculating Multiple Float Paths
o Describing Calendar Effect on Lag
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Managing Projects in Primavera P6 Professional Rel 8.0
This course leads participants through the entire project life cycle, from planning to execution.
Topics include adding activities, assigning resources, and creating a baseline. Participants also
gain a thorough background in the concepts of planning and scheduling and are introduced to
advanced project analysis methods such as earned value. All workshops and instruction stress
the three basic elements of project management: schedule, resource and costs. At the end of
each day, students apply the concepts and functionality they learned in a case study. The course
is divided into five sections: Overview and Creating a Project; Scheduling the Project and
Managing Data; Assigning Resources and Base lining; Project Execution and Control; and
Advanced Topics.
Course level: Basic
Target role: Program Managers, Project Managers, Project Coordinators &
Planners/Schedulers, Business Analysts, End Users, Functional Implementer
Additional audiences: Existing project management module users, Existing P3e/c,
Enterprise, and Team Play users.
Professional Development and Continuing Education Units:
Earns 32.5 PDUs and 3.25 CEUs
Prerequisite: Knowledge of Project Management principles
Course Length: 32.5 hrs
Course Objectives
Manage multiple projects
Create a project
Create a Work Breakdown Structure
Add activities
View calendars
Create relationships
Schedule the project
Assign constraints
Format schedule data
Define roles and resources
Assign roles
Assign resources and costs
Analyze resources
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Optimize the project plan
Execute the project
Use earned value analysis
Course Topics
Understanding P6 Data
o Describing Enterprise and Project‐Specific data
o Logging In
o Opening an Existing Project
o Opening and Customizing Layouts
Enterprise Project Structure
o Describing Components of EPS
Creating a Project
o Create a project
o Navigating in the Projects Window
o Viewing Project Details
Creating a Work Breakdown Structure
o Defining a Work Breakdown Structure
o Creating the WBS Hierarchy
Adding Activities
o Describing an Activity and its Components
o Describing Activity Types
o Adding Activities
o Adding a Notebook Topic
o Adding Steps to an Activity
o Assigning Activity Codes
Creating Relationships
o Viewing a Network Logic Diagram
o Relationship Types
o Creating Relationships
Scheduling
o Performing a Forward and Backward Pass
o Describing Float
Assigning Constraints
o Applying an Overall Deadline to a Project
o Apply a Constraint to an Activity
Maintaining the Project Documents Library
o Creating a Document Record
o Linking a Document Record
Formatting Schedule Data
o Grouping Activities
o Sorting
o Filtering
Roles and Resources
o Describing Roles and Resources
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o Viewing Dictionaries
Assigning Roles
o Assigning Roles to an Activity
o Assign Rates on Roles
Assigning Resources
o Assigning Resources
o Adjusting Budgeted Units/Time
Analyzing Resources
o Displaying the Resource Usage Profile
Optimizing the Project Plan
o Analyzing Schedule Dates
o Shortening a Project Schedule
o Analyzing Resource Availability
Baselining the Project Plan
o Creating a Baseline Plan
o Display Baseline Bars on the Gantt Chart
Project Execution and Control
o Describing Methods for Updating the Schedule
o Using Progress Spotlight
o Statusing Activities
o Rescheduling the Project
Reporting Performance
o Describing Reporting Methods
o Running a Schedule Report
o Creating a report with the Report Wizard
Advanced Project Analysis
o Using Duration Types
o Using Percent Complete Types
o Using Earned Value Analysis
Advanced Scheduling
o Managing Multiple Float Paths
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Managing Resources in Primavera P6 Professional Rel 8.0
This course provides in‐depth resource management training in Primavera P6 Professional. The
course covers advanced topics in managing resource allocation, future‐period bucket planning,
and resource leveling. Extended case studies at the end of each day provide an opportunity to
apply new skills and functionality. You will first assign resources and analyze their allocation. At
the end of the second day, you will apply what you have learned to resolve resource over
allocation.
Course level: Advanced
Target role: Program Managers, Project Managers, Project Coordinators &
Planners/Schedulers, Business Analysts, End Users, Functional Implementer
Additional audiences: Existing project management module users, Existing P3e/c,
Enterprise, and Team Play users.
Professional Development and Continuing Education Units:
Earns 13 PDUs and 1.3 CEUs
Prerequisite: Basic project management knowledge
Suggested Prerequisite: Managing Projects in Primavera P6 Professional Rel 8.0
Course Length: 13 hrs
Course Objectives
Create resources and roles
Resource reporting
Assign cost accounts
Analyze resources
Bucket planning
Level resources
Store period performance
Course Topics
Creating Resources and Roles
o Describing Resource Security
o Creating a resource
o Creating a role
Assigning Cost Accounts
o Assigning Cost Accounts to Expenses
Analyzing Resources and Roles
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o Using the Resource Usage Profile
o Using the Resource Usage Spreadsheet
Manually Allocating Resources
o Viewing the Assignments Window
o Viewing and Editing Allocation
Using Bucket Planning
o Editing Future Buckets
o Using Curves
Leveling Resources
o Setting Leveling Options
o Leveling Based on Priority
Resource Reporting
o Running a Resource Report
o Using the Layout to Create a Report
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Managing Portfolios in Primavera P6 Rel 8.0
This course provides hands‐on training on managing portfolios in P6 Web. Topics include
creating a portfolio, viewing and analyzing portfolio performance, creating portfolio views,
assessing return on investment, capacity planning, waterline analysis, and displaying portfolio
data on a dashboard. A case study at the end of the day reinforces new skills and functionality.
Course level: Basic
Target role: Program Managers, Project Managers, Project Coordinators &
Planners/Schedulers, Business Analysts, End Users, Functional Implementer
Additional audiences: Existing project management module users, Existing P3e/c,
Enterprise, and Team Play users.
Professional Development and Continuing Education Units:
Earns 6.5 PDUs and .65 CEUs
Prerequisite: Basic project management knowledge
Suggested Prerequisite: Primavera P6 Rel 8.0 Fundamentals
Course Length: 6.5 hrs
Course Objectives
Create a portfolio
View portfolio performance
View portfolio information
Analyze portfolio performance
View portfolio data on a dashboard
Course Topics
Using Portfolios
o Selecting a portfolio
o Creating a portfolio favorite
o Setting preferences
Viewing Portfolio Performance
o Reviewing performance thresholds
Viewing Portfolio Information
o Viewing return on investment data
o View data in the Gantt Chart
o Customizing the Gantt Chart
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Analyzing Portfolios
o Creating a portfolio view
o Viewing waterline analysis
o Creating a scenario
o Viewing Capacity Planning page
Portfolios and Dashboards
o Viewing portfolio data on a dashboard
o Creating a portfolio view
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Primavera P6 Application Administration Rel 8.x
The two‐day course covers 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; and support project management processes.
Learn To:
Manage EPS and OBS
Create resources and roles
Configure security
Manage enterprise settings
Support project management processes
Target role: Project Manager, Functional Implementer, Administrator
Course Length: 13 hrs
Course Objective:
Add resources
Add users
Configure security
Set enterprise data
Set project data
Establish project defaults
Manage reporting
Build OBS
Build EPS
Course Outline
Managing the EPS
Elements of the EPS
Benefits of the EPS
Managing the OBS
Elements of the OBS
Configuring users
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Defining Resources and Roles
Specifying rates for roles
Setting role limits
Creating a resource
Assigning resource and role teams
Enterprise Data
Creating financial periods
Creating a global calendar
Viewing UDFs
User Access
Adding users
Creating security profiles
Creating user accounts
User interface views
Planning the Project
Prioitizing projects
Using capacity planning
Using waterline analysis
Setting Project Defaults
Duration Type
Activity Type
Percent Complete Type
Updating the Project
Selecting an updating method
Managing baselines
Publishing Data and Reporting
Defining publication periods
Managing reports
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Basic Project Management in Primavera P6 Client/Server Rel 7 ‐ 102
This course provides hands‐on training for Primavera’s client/server based solution
Participants will gain a thorough background in the concepts of planning and scheduling.
Scheduling techniques will be covered. This five‐day course leads you through hands‐on
workshops that create and track an entire project to completion. All workshops and
instruction use the three basic elements of project management: schedule, resource
and costs.
Course level: Basic
Target role: Program Managers, Project Managers, Project Coordinators &
Planners/Schedulers
Additional audiences: Existing project management module users, Existing P3e/c,
Enterprise, and Team Play users.
Professional Development and Continuing Education Units:
Earns 19.5 PDUs and 1.95 CEUs
PMI Program Number ‐ 102
Prerequisite: Knowledge of Project Management principles
Course Length: 19.5 hrs
Course Outlines
Day One:
Introduction
Project Management Life‐cycle
Navigating
Enterprise Project Structure
Creating a Project
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Day Two:
Creating a Work Breakdown Structure (WBS)
Adding Activities
Creating Relationships
Scheduling
Adding Constraints
Day Three:
Maintaining the Project Documents Library
Grouping, Sorting & Filtering Data
Defining Resources & Roles
Assigning Roles
Day Four:
Assigning Resources and Costs
Analyzing Resources and Costs
Optimizing the Project Plan
Day Five:
Baselining the Project Plan
Project Execution and Control
Reporting Performance
Project Web Site
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Advanced Project Management in Primavera P6 Client/Server Rel 7 – 106‐P
This course provides in‐depth project management training in Primavera’s client/server‐
based solution. Building off skills learned in the basic course (102), the 106‐P course
covers advanced subjects such as earned value management; updating baselines; and
top‐down budgeting. Hands‐on workshops enable students to apply skills learned
throughout the course.
Course level: Advanced
Target role: Program Managers, Project Managers, Administrators, And
Planners/Schedulers & Cost Controllers.
Additional audiences: Existing project management module users. Existing P3e/c,
Enterprise, and Team Play users
Professional Development and Continuing Education Units:
Earns 13 PDUs and 1.3 CEUs
PMI Program Number – 106‐P
Prerequisite: Basic Project Management in Primavera P6 Client/Server Course
Course Length: 13 hrs
Course Outline
Day 1
Creating and Managing Portfolios
User Defined Fields and Global Change
Assigning Codes
Duration Types
Thresholds and Issues
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Day 2
Advanced Scheduling
Updating Baselines
Tracking Layouts
Top ‐ Down Budgeting
Top ‐ Down Estimating
Transferring Data between Primavera and Excel
Claim Digger
Day 3
Percent Complete Types
Earned Value Analysis
Activity Usage Profile & Spreadsheet
Auto Compute Actuals
Importing and Exporting Data
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Resource Management in Primavera P6 Client/Server Rel 7 – 106‐R
Course level: Advanced
Target role: Resource Managers, Program Managers, Project Managers,
Planners/Schedulers & Cost Controllers
Additional audiences: Existing project management module users. Existing P3e/c,
Enterprise, and Team Play users
Profession Development and Continuing Education Units:
Earns 13 PDUs and 1.3 CEUs
PMI Program Number – 106‐R
Prerequisite: Basic Project Management in Primavera P6 Client/Server Course
Course Length: 13 hrs
Course Outline
Day 1
Creating Resources and Roles
Assigning Cost Accounts
Resource and Role Analysis
Resource Assignments Window
Day 2
Manually Allocated Resources
Bucket Planning
Leveling Resources
Storing Financial Periods
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Day 3
Settings for Computing Activity and Resource Data
Creating Resource Calendars
Workshop 1
Workshop 2
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Administration in Primavera P6 and P6 Web Access Rel 7 – 106‐A
This course provides guidance on setting up enterprise data in P6 Client‐Server and P6
Web, including the creation of calendars, project codes, activity codes, resource codes,
financial periods, and cost accounts. Also covers how to set up users and establish
security.
Course level: Advanced
Target role: Chief Planners, P6 system administrators.
Additional audiences: Existing P6 Project Management module users with admin
superuser access priviliges.
Professional Development and Continuing Education Units:
Earns 6.5 PDUs and 0.65 CEUs
PMI Program Number – 106‐A
Prerequisite: Basic Project Management in Primavera P6 Client/Server Course
Course Length: 6.5 hrs
Course Outline
Creating Calendars
Defining Project Codes
Defining Resource Codes
Defining Activity Codes
User Access
Summarizing Project Data & Running Job Services
User‐Defined Fields and Global Change
Financial Periods
Defining Cost Accounts
Web Administration
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Project Management in Primavera P6 Web Access Rel 7 ‐ 101
This course provides hands‐on training for Primavera’s Web‐based solution. Participants
will create a project, create activities and relationships, customize activity views, assign
resources, adjust the project plan to account for schedule delays and overallocated
resources, and analyze portfolios. Participants also will customize dashboards. Hands‐on
workshops help students create and track an entire project to completion.
Course level: Basic
Target role: Program Managers, Project Managers, P6 Client‐Server Users
Additional audiences: Existing Primavera Web users
Professional Development and Continuing Education Units:
Earns 19.5 PDUs and 1.95 CEUs
PMI Program Number ‐ 101
Prerequisite: Fundamental Project Management knowledge Training.
Course Length: 19.5 hrs
Course Outline
Day One:
Introduction
Describe Primavera modules
Customize Personal Workspace
Describe the Project Management Life Cycle
Describe Enterprise Project Structure and Work Breakdown Structure
Day Two:
Create a project
Customize the Project Workspace and Workgroup
Create a Work Breakdown Structure
Adding activities
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Day Three:
Creating relationships
Schedule the project
Assign constraints
Day Four:
Assign resources
Optimize the project plan
Execute the project plan
Analyze the current project
Day Five:
Initiate a project request
Manage documents
Creating and analyzing portfolios
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Resource Management in Primavera P6 Web Access Rel 7 ‐ 107
This course provides hands‐on training for Primavera’s Web‐based solution. Participants
will gain a thorough background in the concepts of resource management by adding a
resource to the enterprise resource pool; planning for resource needs in future projects;
staffing resources on current projects; and managing resources to ensure they are fully
utilized. Extended workshops provide an opportunity to apply new skills and
functionality.
Course level: Basic
Target role: Resource Managers, Project Managers
Additional audiences: Existing Primavera Web users
Professional Development and Continuing Education Units:
Earns 13 PDUs and 1.3 CEUs
PMI Program Number ‐ 107
Prerequisite: Fundamental Project Management Training
Course Length: 13 hrs
Course Outline
Day One:
Introduction to Primavera
Overview and Navigation
Personal Workspace
Administering the Resource Pool
Resource Planning
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Day Two:
Managing Allocation
Staffing Resource Requests
Project Workspace and Workgroups
Creating Resource Teams
Creating Role Teams
Case Studies:
Case Study 1: Add a resource; use resource in high‐level resource planning;
create a resource team.
Case Study 2: Fill unstaffed assignments; assess resource allocation.
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Portfolio Management in Primavera P6 Web Access Rel 7 ‐ 109
This course provides hands‐on training on managing portfolios in P6 Web. Topics include
creating a portfolio, viewing and analyzing portfolio performance, creating portfolio
views, capacity planning, waterline analysis, and managing issues and risks. A case study
at the end of the day reinforces new skills and functionality.
Course level: Basic
Target role: Portfolio Managers, Project Managers, Executives
Additional audiences: Existing Primavera Web users, including users of earlier versions
of the software (i.e., Primavision and myPrimavera).
NOTE: This is a standard, software functionality‐based class. Industry specific offerings/examples are
not included in standard classes.
Professional Development and Continuing Education Units:
Earns 6.5 PDUs and .65 CEUs
PMI Program Number – 109
Prerequisite: Project Management in Primavera P6 Web Access Rel 7 course is
recommended but not mandatory required
Course Length: 6.5 hrs
Course Outline
Introduction to Portfolios
Viewing Portfolio Performance
Viewing Portfolio Information
Analyzing Portfolios
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Migrating from P3 to Primavera P6 ‐ 108
This course is specially designed for users moving from Primavera Project Planner (P3) to
Primavera P6. Numerous charts list how P3 fields and functionality map to Primavera
P6, enabling users to leverage their existing knowledge of P3 and rapidly adapt to new
features in Primavera P6. The course begins with navigation, menus, and terminology in
Primavera P6, and introduces new ways to view layouts and run reports. The course also
details how basic tasks in the project management life cycle are executed in Primavera
P6, including how to create activities, assign and analyze resources, and update the
project plan. An appendix at the back of the manual covers how to convert projects
from P3 to Primavera P6. (Please note that this course is designed for existing users of
P3. Those who wish to learn Primavera P6, but are not P3 users, should register for
Course 102.)
Course level: Basic
Target role: Program managers, project managers, planners/schedulers who are
currently using P3 Rel 3.
NOTE: This is a standard, software functionality‐based class. Industry specific offerings/examples are
not included in standard classes.
Professional Development and Continuing Education Units:
Earns 13 PDUs and 1.3 CEUs
PMI Program Number – 108
Prerequisite: Planning and Scheduling in Primavera Project Planner (P3) Rel 3 Course or
experienced P3 users
Course Length: 13 hrs
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Course Outline
Day One:
Identify Major Hierarchical Structures
Create a Project
Add Activities
Assign Duration Types to Activities
Day Two:
Identify New Date Fields
Analyze Resource/Cost Usage
Update a Project
Format Schedule Data
Day Three:
Identify Activity Percent Complete Types
Print Layouts
Create and Print Reports
Create User–Defined Fields
Define and Run Global Change Statements
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Primavera Contractor Application
Managing Projects in Primavera Contractor Rel 6 ‐ 700
This course provides a comprehensive overview of Contractors. It examines how to use
SureTrak for project planning, scheduling, control and analysis.
Course level: Basic
Target role: Functional Implementers, Business Analysts, Project Managers, End Users
Professional Development and Continuing Education Units:
Earns 13 PDUs and 1.3 CEUs
PMI Program Number – 700
Prerequisite: Knowledge of Project Management Principles
Course Length: 13 hrs
Course Outline
Day One:
Introduction
Navigating
Creating a project and Work Breakdown Structure
Creating Activities
Creating Relationships
Scheduling the Project
Day Two:
Assigning Constraints to a Project
Adding Resources to a Project
Optimizing the Project
Day Three:
Baselining the Project
Executing the Project
Creating Output
Customizing Projects
Workshop Exercises
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Primavera Project Planner (P3) Application
Planning and Scheduling in Primavera Project Planner (P3) Rel 3 – 601
This course is getting started with P3 through hands‐on, basic training. Participants will
gain a thorough background in the concepts of planning and scheduling while learning
P3. The course leads you through nine hands‐on workshops that create and track an
entire project to completion, using the three basic elements of project management:
schedule, resources, and costs. Scheduling techniques will be covered.
Course level: Basic
Target role: Functional Implementers, Business Analysts, Project Managers, End Users
Professional Development and Continuing Education Units:
Earns 19.5 PDUs and 1.95 CEUs
PMI Program Number – 601PPP
Prerequisite: Knowledge of Project Management Principles
Course Length: 20 hrs
Course Outline
Day One:
Define the project and coding structures
Assign resources and costs to a project
Day Two:
Add and organize activity data
Create target schedule
Day Three:
Develop a project network with precedence relationships
Enter statusing data to update a schedule
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Day Four:
Perform schedule calculations
Store period performance
Apply constraints to a schedule
Day Five:
Produce project output
Customize the project layout
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Resource and Cost Analysis in Primavera Project Planner (P3) Rel 3 ‐ 602
This course will enable you to take full advantage of driving resources, resource curves,
hierarchical resources, resource profiles/tables and resource leveling. Learn resource
calendars for planning and control and Rich Text Format reports for status reporting.
Participants will develop, update, and track resources and costs using a series of hands‐
on workshops.
Course level: Advanced
Target role: P3 users
Professional Development and Continuing Education Units:
Earns 6.5 PDUs and 0.65 CEUs
PMI Program Number – 602PPP
Prerequisite: Planning and Scheduling in Primavera Project Planner (P3) Rel 3 Course
Course Length: 6.5 hrs
Course Outline
Analyze resource usage through resource profiles
Assign hierarchical resources
Define driving resources
Create resource/cost curves
Run resource/cost reports
Apply resource calendars to a schedule
Level resources
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Managing Project Data in Primavera Project Planner (P3) Rel 3 ‐ 603
This course provides hands‐on training will take you beyond the fundamentals of
scheduling a project by transferring project data through copy and paste, storing and
retrieving fragments, and using import and export. In addition, global change, and
custom data items will be used to modify activity data. Learn to enhance your
presentation by including objects and symbols and post this information on your
company intranet using the Web Publishing Wizard. You will become proficient at using
the power of P3 for maximum control of your projects.
Course level: Advanced
Target role: P3 users
Professional Development and Continuing Education Units:
Earns 6.5 PDUs and .65 CEUs
PMI Program Number – 603PPP
Prerequisite: Planning and Scheduling in Primavera Project Planner (P3) Rel 3 Course
Course Length: 6.5 hrs
Course Outline
Create a project group
Store and retrieve fragments
Copy and paste data between projects
Alter schedule logic in PERT
Export/Import data to a spreadsheet and other formats
Define and assign custom data items
Modify project data through global change
Use Primavera Draw
Attach objects to activities
Link objects to the layout
Utilize "Fit to page" printing in PERT
Display P3 data in Metafile format
Create Intranet web pages using the Web Publishing Wizard
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Primavera Risk Analysis Application
Managing Risk in Primavera Risk Analysis Rel 8.6 ‐ 501
This introductory course is aimed at all new Risk Analysis software users and prospective
users looking to evaluate and benefit from the full capabilities of Risk Analysis Software.
Course level: Basic
Target role: Functional Implementers, Business Analysts, Project Managers, End Users
Professional Development and Continuing Education Units:
Earns 19.5 PDUs and 1.95 CEUs
PMI Program Number – 501
Prerequisite: Knowledge of Project Management Principles
Course Length: 19.5 hrs
Course Outline
Day One:
Basic schedule and cost risk analysis theory
Using three‐point estimates
An introduction to the Risk Register
Running a quantitative risk analysis and understanding results: Bell‐curves
Day Two:
S‐curves, criticality, sensitivity and cruciality, P‐schedules
Integration with MS Project and/or Primavera
Advanced schedule and cost risk analysis theory
Qualitative and quantitative risk assessment templating
Correlation in theory and practice
Day Three:
Risk mitigation ‐ management cost/benefit analysis
Management costs, liquidated damages, revenues, probabilistic cash flow
Probabilistic and conditional branching
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Day Four:
An introduction to macros and extending Pertmaster
Use it to explore topics further, optionally on your own data
Practice techniques in your own time with trainer assistance
Gain valuable confidence that will help you apply the training to your work
Day Five: Workshop Training
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Primavera Contract Management Application
Primavera Contract Management R14
The course is aimed at project managers, contract managers, subcontractors, and suppliers. It
covers the full gamut of contract management, including logging and tracking submittals,
managing project costs, managing contracts, and managing purchase orders. The course also
covers how to enter and track company‐ and project‐related data in Contract Management.
Learn To:
Log and track submittals
Document project issues
Manage project costs
Award procurement items
Manage contracts and purchase orders
Manage payment requisitions
Course level: Basic
Target role: End Users, Project Manager
Professional Development and Continuing Education Units:
Earns 19.5 PDUs and 1.95 CEUs
Prerequisite: Fundamental contract & document administration work experience.
Course Length: 19.5 hrs
Course Objective
Use drawings
Communicate project information
Log and track submittals
Document project issues
Manage costs
Award procurement items
Manage contracts
Customize layouts
Connect to a P6 schedule
Create a project
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Course Outline
Creating the Company Directory
Adding a New Company
Copying Contacts
Creating a Project
Defining the Project
Managing Drawings
Adding a Document
Recording Revisions
Using Transmittals
Logging and Tracking Submittals
Creating a Submittal
Defining Workflow
Tracking Approvals
Recording Project Communication
Daily Reports
Meeting Minutes
Managing Costs
Using the Cost Worksheet
Defining Cost Codes
Managing Contracts
Budgeted and Committed Contracts
Creating a Purchase Order
Creating a Trend Document
Using Change Management
Documenting Quotes
Completing Negotiations
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Managing Payment Requisitions
Schedule of Values
Retainage
Updating and Certifying a Requisition
Using the Safety Module
Recording a Violation
Generating an Injury or Illness Report
Connecting to a P6 Schedule
Linking to P6
Documents and P6 Dates
Primavera Contract Management Rel 13 ‐ E202
This course provides hands‐on training for Primavera’s web‐based solution. During this
five‐day course, participants will learn project cost control and document management.
Course level: Basic
Target role: Contract & Project Administrators, Contract Managers, Project Controls
Managers, Document Controllers, Cost Controllers
Additional audiences: Existing Primavera Expedition users
Professional Development and Continuing Education Units:
Earns 19.5 PDUs and 1.95 CEUs
PMI Program Number ‐ 201
Prerequisite: Fundamental contract & document administration work experience.
Course Length: 19.5 hrs
Course Outline
Day One:
Introduction to Contract Management
Navigation into Contract Manager & Control Center
Setting up the Company Directory
Tracking Drawings
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Day Two:
Letters, RFIs, and Telephone Records
Tracking and Logging Submittals
Creating Issues
Daily Reports and Meeting Minutes
Day Three:
Cost Codes & Cost Worksheets
Awarding Procurement items
Day Four:
Contracts, PO’s & Trends
Change Management
Day Five:
Payment Requisitions & Tracking invoices
Approval Process
Safety
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