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Primavera P6 R8.

3 Professional Fundamentals
Training Course Outline

Course Overview Prescience Technology is an Oracle Platinum Partner and specialist provider
of Primavera Services. This Prescience course introduces the user to Oracle
Primavera P6 version 8.3 Professional Client. It explores P6 navigation and
core functionality and demonstrates how to build a project from start to
finish. Course content incorporates the ‘best practice’ principles for project
execution and management and is highly recommended to get you up and
running with P6.

Course Structure This is a two-day Instructor Led Training (ILT) training course facilitated by P6
& Certification experts with wide industry experience.
It includes a number of learner activities and formal assessment along with
easy-to-use learner materials designed to support during and beyond training.

Course Objectives This course aims to:


1. Provide an introduction to Oracle Primavera P6 v8.3 Professional as an
Enterprise Portfolio Project Management (EPPM) tool.
2. Demonstrate how to build a project in P6.
3. Explore how to execute and optimise the project.
4. Introduce and explore the Visualiser reporting tool.
5. Equip the learner with a level of competency that enables them to use P6
in the workplace

Target Audience This course is aligned to the competency requirements of the new Primavera
P6 Professional user.

Prerequisites There are no prerequisites for this course.

Assessment The assessment of knowledge and skill development is based on the following:
 Progressive interactive Learner Activities.
 Formal Assessment at end of course.

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Primavera P6 R8.3 Professional Fundamentals
Training Course Outline

Module 1: Introduction to Primavera P6 R8.3


Professional

Key Topics 1. P6 as a Project Portfolio Management (PPM) tool


2. Enterprise Project Structure (EPS) and Organisational Breakdown
Structure (OBS)
3. Enterprise Project Structure (EPS) and Organisational Breakdown
Structure (OBS)
4. Navigation of Main Menu and accessing P6 Help
5. Enterprise vs Project Data
6. Navigation of the Projects Window
7. Open a Project

Learning 1. Describe P6 as a Project Portfolio Management (PPM) tool


Outcomes 2. Understand the purpose of the Enterprise Project Structure (EPS) and the
Organisational Breakdown Structure (OBS)
3. Login to P6 and navigate the Main Menu
4. Differentiate between Enterprise and Project data
5. Navigate the Projects Window
6. Open a Project

Learner Activities 1. Login & navigate the Primavera Professional Homepage


2. Open a project and review toolbars

Module 2: Building a Project

Key Topics 1. Creating a Project


2. Creating a Work Breakdown Structure
3. Describe Activity Attributes and explain the use of the different Activity
Types
4. Add Activity Relationships
5. Link Projects

Learning 1. Creating a Project


Outcomes 2. Creating a Work Breakdown Structure
3. Understanding Activities
4. Creating Activity Relationships
5. Linking Projects

Learner Activities 1. Create a new Project and Build the WBS


2. Add Activities to a project
3. Creating Activity Relationships

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Primavera P6 R8.3 Professional Fundamentals
Training Course Outline

Module 3: P6 Calendars

Key Topics 1. View and Create Calendars


2. Assign Calendars to Activities

Learning 1. View calendars using the Enterprise file option


Outcomes 2. Create Calendars
3. Assign Calendars to Activities
4. Assign a Project Default Calendar

Learner Activity Create and assign a calendar to an activity

Module 4: Resources

Key Topics 1. Resource Breakdown Structure (RBS)


2. Create New Resources
3. Assign Resources
4. View Resource Allocation

Learning 1. Understand Resource Breakdown Structure (RBS)


Outcomes 2. Describe Resource classification in P6
3. Navigate the Resources page and explore detail tabs
4. Create and Assign a Resource to an activity
5. View Resource profile and assignments

Learner Activity Create and Assign a Resource

Module 5: Schedule a Project

Key Topics 1. Critical Path Method Scheduling and the Impact of Float
a. Forward and Backward passes
b. Out of Sequence activities
2. Schedule a Project
c. Schedule Settings
d. Viewing the schedule log
e. Viewing the Critical Path
3. Assign a constraint

Learning 1. Describe Critical Path Method scheduling and the impact of Float
Outcomes 2. Schedule a Project
3. Assign a constraint
4. Interpret the scheduling log
5. View the Critical Path

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Primavera P6 R8.3 Professional Fundamentals
Training Course Outline
Learner Activity Scheduling a project

Module 6: Baseline a Project

Key Topics 1. Perform schedule analysis and optimise


2. Undertake resource analysis
3. Create and assign a project baseline

Learning 1. Perform schedule analysis and optimise schedule


Outcomes 2. Undertake resource analysis
3. Create and assign a project baseline

Learner Activities Create and Assign Baseline

Module 7: Progress the Project

Key Topics 1. Methods of applying progress


2. Update individual activities
3. Assessing Project Performance

Learning 1. Methods of applying progress


Outcomes 2. Understand how P6 calculation settings affect progress updates
3. Assess Project Performance
4. Update individual activities

Learner Activities Update and reschedule a project in P6

Module 8: Layouts Filters, Group and Sort

Key Topics 1. Using Layouts, Reporting Layouts


2. Filtering, Grouping and Sorting
3. Customising Columns and Gantt Chart bars

Learning 1. Create and Save a Layout


Outcomes 2. Prepare data for printing
3. Format Project Data
4. Utilise Filters to constrain data displayed
5. Utilise Group and Sort options to arrange data
6. Customising Columns
7. Customise data using the Bars dialogue box

Learner Activity Creating a Layout

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Primavera P6 R8.3 Professional Fundamentals
Training Course Outline

Module 9: Project Documents

Key Topics 1. Using P6 Document function

Learning 1. Create links to p6 document Categories in a Project.


Outcomes 2. Assign a Document to an Activity, WBS, or Project
3. Launch a document from within P6

Learner Activities No learner activities

Module 10: Reporting a Project

Key Topics 1. Generate Standard Reports


2. Generate Time Distributed Reports

Learning 1. Generate a Report using the Report Wizard


Outcomes 2. Generate a Report from a Layout
3. Generate a Time Distributed Report
4. Set print Options for Reports
5. Run Reports in the Report window
6. View Reports in the Report window

Learner Activities 1. Report on a project

Module 11: Using P6 R8.3 Visualizer

Key Topics 1. Visualizer basic operations


2. Using the Options and Imports functions
3. Create New Timescaled Logic Diagram
4. Create New Gantt Chart

Learning 1. Launch Visualizer Stand Alone and from within P6


Outcomes 2. Use the Visualizer Options settings when modifying or creating Timescaled
Logic Diagrams and Gantt Charts
3. Open an existing Timescaled Logic template
4. Create Timescaled Logic diagrams
5. Open an existing Gantt Chart template
6. Create Gantt Chart Diagrams
7. Import Primavera P6 Layout ‘.PLF’ files into Visualizer to create Gantt
Chart views

Learner Activities 1. Create New TSLD


2. Create New Gantt Chart

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