Primavera Training

Primavera Online Training

The Project Management Life Cycle

  • Review the relationship between Primavera P6 and the Project Management Life Cycle
  • Identify the five process groups in the Project Management Life Cycle

Data, Navigating, and Layouts Describe enterprise and project-specific data

  • Open an existing project
  • Navigate in the Home window and Activities window
  • Understand Primavera P6 Layout
  • Customize a Layout
  • Open an existing layout
  • Save a layout

Enterprise Project Structure

  • Describe the components that comprise the Enterprise Project Structure (EPS)
  • Create EPS
  • View the EPS

Creating a Project

  • Create a project
  • Navigate in the Projects window
  • View and modify information in Project Details

Creating a Work Breakdown Structure

  • Define a Work Breakdown Structure and its different uses
  • Create multiple levels of a WBS hierarchy

Adding Activities

  • Add an Activity
  • Describe activity and its components
  • Describe activity types
  • Describe activity duration types
  • Add a Notebook topic to an activity
  • Add steps to an activity
  • Create and add Steps Template
  • View and modify information in Activity Details

Creating Relationships

  • Differentiate between the four relationship types
  • Define four ways of creating activity relationships
  • View a network logic diagram


  • Describe float and its impact on a schedule
  • Identify loops and open ends
  • Calculate a schedule
  • Analyze the scheduling log report

Assigning Constraints

  • Apply an overall deadline to a project
  • Apply a constraint to an individual activity
  • Describe the available constraint types

Formatting Schedule Data

  • Group activities according to a specific criteria
  • Sort activities
  • Apply a filter
  • Create a filter

Roles and Resources

  • Describe roles
  • View the roles dictionary
  • Describe resources
  • Identify the differences between labor, nonlabor and material resources
  • View the resource dictionary

Assigning Roles

  • Assign roles to an activity
  • Assign rates on roles

Assigning Resources and Costs

  • Assign resources by role
  • Assign labor, nonlabor, and material resources to activities
  • Adjust Budgeted Units/Time for a resource
  • Assign expenses to activities and the Project

Analyzing Resources

  • Display the Resource Usage Profile and Spreadsheet
  • Customize the profile and spreadsheet

Optimizing the Project Plan

  • Analyze schedule dates/li>
  • Shorten a project schedule
  • Analyze resource availability
  • Remove resource over allocation
  • Analyze project costs
  • Reduce project costs

Baselining the Project Plan

  • Create a baseline plan/li>
  • Display baseline bars on the Gantt Chart
  • Modify the bars on the Gantt chart

Project Execution and Control

  • Describe several methods for updating the project schedule/li>
  • Use Progress Spotlight
  • Status activities
  • Suspend and resume an activity
  • Reschedule the project and analyze the scheduling report

Reporting Performance

  • Describe reporting methods/li>
  • Create a report category
  • Create a report with the Report wizard
  • Create and run batch reports
  • Create a report using the current layout
  • Print Profile, Spreadsheet, Gantt chart and Project or Activity Table

Using Codes in Primavera P6

  • Understand Codes in Primavera P6
  • Create a Project, Activity and Resource Code
  • Assign a Code to a Project, Activity or Resource
  • Use a Code in a Filter or Group

Maintaining the Project Documents Library

  • Describe the difference between a reference document and work product/li>
  • Create a Document Record
  • Link the document record to a document file
  • Assign the project document to an activity or WBS

Importing and Exporting Data

  • Importing and Exporting Project Data/li>
  • Transferring Project Data to other Users
  • Using the Import and Export Wizard

Formatting and Printing

  • Formatting Gantt chart, Project and Activity Layout/li>
  • Configuring Optimal printing settings
  • Printing Profiles, Spreadsheets, Network Diagram, Tables and Gantt Charts

Creating Calendars

  • Understanding Calendars/li>
  • Creating and modifying a Calendar
  • Assigning a Calendar to Projects, Resources and Activities
  • Analyzing effect of assigning a Calendar

Advanced Scheduling

  • Defining Critical Activities/li>
  • Calculate Multiple Float Paths
  • Total Float Calculation Methods

Using Earned Value Analysis

  • Understand important Earned Value formulas/li>
  • Display Earned Value information and graphs

Project Website

  • Create, customize and launch a Project Website/li>
  • Publish Project layouts as HTML pages

Tracking Layout

  • View the Tracking Layout/li>
  • Customize the Tracking Layout
  • Compare WBSs, or Projects
  • Analyze Projects’ Combined Cost or Resource Units

Risk, Issues & Thresholds

  • Add Risk to a Project/li>
  • Analyze the probability and impact of a risk
  • Create an Issue
  • Define Threshold values
  • Monitor Threshold and Issues

Claim Digger

  • Configure Claim Digger Options/li>
  • Comparing projects with Claim Digger

User Access

  • Create a New Primavera User/li>
  • Define User Security Profiles
  • Apply a Security Profile to a Primavera user

Global Changes

  • Define Global Change Parameter/li>
  • Apply a Global Change to a Project


  • Create a Project portfolio/li>
  • View and open a project from a project portfolio

Admin Preferences, Categories

  • Understand, Configure Admin Preferences/li>
  • Modify, or Create New Admin Categories

Top-Down Estimation

  • Estimate WBS or Resource Activity/li>
  • Use Estimation Method
  • View, Apply Estimation History

Storing Period Performance

  • Store Project Period Performance/li>
  • View Past Project Period Performance

Activity Usage Spreadsheet and Profile

  • Display Curves in Activity Usage Profile/li>
  • Display Activity Cost and Unit Data

Question & Answer Session / Case Studies

  • Additional topics
  • Project Management

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