Professional Fundamentals Course Outline - Prescience · Course Overview Prescience Technology is an Oracle Platinum Partner and specialist provider of Primavera Services. This Prescience

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 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 & Certification This is a two-day Instructor Led Training (ILT) training course facilitated by P6 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 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 Visualizer 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.

PrerequisitesWhile there are no formal prerequisites, an understanding of project management and controls practices and terminology is expected.

Assessment The assessment of knowledge and skill development is based on the following:

• Progressive Interactive Learner Activities

• Formal Assessment at end of course

Primavera P6 Professional Fundamentals

Course Outline

Prescience Technology Primavera P6 Professional Fundamentals Course Outline 1

Module 1: Introduction to Primavera P6 Professional

Key Topics

• P6 as a Project Portfolio Management (PPM) tool

• Enterprise Project Structure (EPS) and Organisational Breakdown Structure (OBS)

• Enterprise Project Structure (EPS) and Organisational Breakdown Structure (OBS)

• Navigation of Main Menu and accessing P6 Help

• Enterprise vs Project Data

• Navigation of the Projects Window

• Open a Project

Learning Outcomes

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

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 Activity

• Login & navigate the Primavera Professional Homepage

• Open a project and review toolbars

Module 2: Building a Project

Key Topics

• Creating a Project

• Creating a Work Breakdown Structure

• Describe Activity Attributes and explain the use of the different Activity Types

• Add Activity Relationships

• Link Projects

Learning Outcomes

1) Creating a Project

2) Creating a Work Breakdown Structure

3) Understanding Activities

4) Creating Activity Relationships

5) Linking Projects

Learner Activities

• Create a new Project and Build the WBS

• Add Activities to a project

• Creating Activity Relationships

Module 3: P6 Calendars

Key Topics

• View and Create Calendars

• Assign Calendars to Activities

Learning Outcomes

1) View calendars using the Enterprise file option

2) Create Calendars

3) Assign Calendars to Activities

4) Assign a Project Default Calendar

Learner Activities

• Create and assign a calendar to an activity

Module 4: Resources

Key Topics

• Understand the Resource Breakdown Structure (RBS)

• Create New Resources

• Assign Resources

• View Resource Allocation

Learning Outcomes

1) Understand Resource Breakdown Structure (RBS)

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


Course Outline


Module 5: Schedule a Project

Key Topics

• Critical Path Method Scheduling and the Impact of Float

a. Forward and Backward passes

b. Out of Sequence activities

• Schedule a Project

a. Schedule Settings

b. Viewing the schedule log

c. Viewing the Critical Path

• Assign a constraint

Learning Outcomes

1) Describe Critical Path Method scheduling and the impact of Float

2) Schedule a Project

3) Assign a constraint

4) Interpret the scheduling log

5) View the Critical Path

Learner Activities

• Scheduling a project

Module 6: Baseline a Project

Key Topics

• Perform schedule analysis and optimise

• Undertake resource analysis

• Create and assign a project baseline

Learning Outcomes

1) Perform schedule analysis and optimise schedule

2) Undertake resource analysis

3) Create and assign a project baseline

Learner Activities

• Create and Assign Baseline

Module 7: Progress the Project

Key Topics

• Methods of applying progress

• Update individual activities

• Assessing Project Performance

Learning Outcomes

1) Methods of applying progress

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

• Using Layouts, Reporting Layouts

• Filtering, Grouping and Sorting

• Customising Columns and Gantt Chart bars

Learning Outcomes

1) Create and Save a Layout

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 Activities

• Creating a Layout


Course Outline


Module 9: Data Movement

Key Topics

• Importing & Exporting Data

• Publish Project Web Site

• Claim Digger / Schedule Comparison

• Using P6 Documents Function

Learning Outcomes

1) Export and Import XER format Files

2) Export and Import Data in XLS format

3) Generate and set up a Project Web Site

4) Launch and use Claim Digger / Schedule Comparison

5) Assign a Document to an Activity, WBS or Project

6) Create links to P6 Document Categories in a Project

7) Launch a Document from within P6

Learner Activities

• Use XLS Format to Create Activities

Module 10: Reporting on a Project

Key Topics

• Generate Standard Reports

• Generate Time Distributed Reports

Learning Outcomes

1) Generate a Report using the Report Wizard

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

• Report on a project

Module 11: Using P6 Visualizer

Key Topics

• Visualizer basic operations

• Using the Options and Imports functions

• Create New Timescaled Logic Diagram

• Create New Gantt Chart

Learning Outcomes

1) Launch Visualizer Stand Alone and from within P6

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

• Create New TSLD

• Create New Gantt Chart

Contactcall: 1300 086 816 email: [email protected] online: www.prescience.com.au address: Level 1, 5 Cribb Street, Milton Q 4064


Course Outline
