Project Management in Primavera P6 Web Access (Oracle)

COURSE OUTLINE:

Description Provides hands-on training for Oracle 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.

Prerequisites
Fundamental project management training, knowledge of MS Windows

Course Content


INTRODUCTION TO ORACLE PRIMAVERA (DAY 1)

Describe Oracle Primavera solutions
Describe P6

THE PROJECT MANAGEMENT LIFE CYCLE

Review the relationship between Primavera and the Project Management Life Cycle
Identify the five process groups in the Project Management Life Cycle

OVERVIEW AND NAVIGATION

Log in to P6 Web
Navigate to sections
Locate Action bars

CREATING A PROJECT

Create a project
Select a location in the Enterprise Project Structure
Assign a Responsible Manager from the Organizational Breakdown Structure

EDITING PROJECT DETAILS

Select a project in the EPS
View Project Details
Enter project data in the Details tabs
Creating a Work Breakdown Structure
Describe a WBS
Create multiple levels of a WBS hierarchy

ADDING ACTIVITIES

Describe activity types
View activity information in the Activities tab
Send an e-mail related to an activity
Edit Activity Details
Add steps to an activity
Add a Notebook topic to an activity
Assign an activity code

USING ACTIVITY VIEWS

Customize columns
Filter data
Group and sort activities

CREATING RELATIONSHIPS (DAY 2)

Differentiate between four relationship types
Create relationships in Activity Details
Create relationships in the Gantt Chart

SCHEDULING

Define key scheduling terms
Perform a backward and forward pass
Define Total Float and its impact on the schedule
Schedule a project
Describe loops and open ends

ASSIGNING CONSTRAINTS

Apply an overall deadline to a project
Apply a constraint to an individual activity
Add notebook topics to constrained activities
Describe available constraint types

OPTIMIZING THE PROJECT SCHEDULE

Analyze schedule dates
Shorten a project schedule

ASSIGNING RESOURCES

Assign a role
Fill a role assignment
Request resources
Assign a resource
Check resource availability
Send e-mails to assigned resources

PROJECT WORKSPACE

Describe the Project Workspace
Add and remove portlets
Customize the Project Workspace

ANALYZING RESOURCES AND COSTS

Analyze and remove resource overallocation
Analyze project costs

BASELINING THE PROJECT

Add a baseline
Select a baseline

EXECUTING THE PROJECT PLAN (DAY 3)

Describe several methods for updating the project schedule
Define the data date

ANALYZING THE UPDATED PROJECT

Compare Must Finish By and Scheduled Finish dates
View issues
View schedule performance
Adjust the project based on issue information
View budget data

REPORTING

Assign reports to the Project Reports portlet
Schedule reports
View scheduled reports

DASHBOARDS

Create a dashboard
Add and remove dashboards
Filter data to display in portlets
View your projects and activities

PORTFOLIOS

Create a portfolio manually
Create a portfolio by filter