Primavera P6 Enterprise Project Portfolio Management Overview Training Program

Transcription

1 Primavera P6 Enterprise Prject Prtfli Management Overview Training Prgram Prgram Reference #: 201A Index 1. Cmpany Intrductin 2. Training Prgramme Descriptin 3. Prgramme Structure 4. Expected Audience Prfile/Backgrund 5. Target Audience Level 6. Prgramme PrjCn Grup. All rights reserved, unless therwise indicated. Cntact us at Grup.cm fr clarificatin/mre infrmatin. Als visit Grup.cm fr further details.

2 1. Cmpany Intrductin Prjcn Grup is exclusive, niche and rapidly grwing Prject Cntrls Cnsultancy ffering innvative, advisry, implementatin, technical and training supprt t ur Clients. Our cnsulting services enable effective use f Integrated Prject Cntrls technlgy, methds and practices fr EPC custmers. Put simply, we are ne stp shp fr all Prject Cntrls needs. 2. Training Prgramme Descriptin Dedicated 2 full days training mdule in a structured and prfessinal manner t prvide an verview n mst ppular Planning Sftware; Oracle Primavera (V6.2.1 & nwards). Required Pre requisites are Basic Prject Management knwledge and basic understanding f Prject Cntrls/Planning cncepts 3. Prgramme Structure Intrductin t Planning Required Backgrund Knwledge Purpse f Planning Prject Planning Metrics Planning Cycle & Levels f Planning Mnitring and Cntrlling a Prject Creating a Prject Plan Understanding Planning and Scheduling Sftware Enterprise Prject Management Understanding Yur Prject Level 1 Overview n Planning withut Resurces Creating Prjects Defining the Calendars Defining the Prject Breakdwn Structures Adding Activities & Lgic Links Cnstraints & Cntingent Time Scheduling the PrjCn Grup. All rights reserved, unless therwise indicated. Cntact us at inf@prjcn Grup.cm fr clarificatin/mre infrmatin. Als visit Grup.cm fr further details.

3 Frmatting the Display Layuts and Filters Printing and Reprts Issuing the Plan Level 2 Overview n Mnitring Prgress withut Resurces Setting the Baseline Tracking Prgress Crrective Actin Level 3 Scheduling with Resurces, Rles and Budgets Estimating r Planning fr Cntrl The Balance Between the Number f Activities and Resurces Creating and Using Resurces Creating and Using Rles The Relatinship Between Resurces and Rles Activity Type and Duratin Type Budgets Resurce Usage Prfiles and Tables Resurce Optimizatin Level 4 Mnitring and Cntrlling a Resurced Schedule Mnitring Prjects with Resurces Cntrlling a Prject with Resurces Starting up & Navigatin Opening One r Mre Prjects User Preferences Time Units P6 Versin 7 User Preferences Time Units P6.2 and Earlier User Preferences Date Applicatin f Optins within Frms Terminlgy Differences between Industry Versins Creating a new Prject File Types Creating & Setting a Blank/New Prject Prject Architect Wizard and Methdlgy Manager Imprting a Prject Prject Dates Additinal Prject and EPS Infrmatin Ntebk Tpics Defining Calendars Accessing Glbal and Prject Calendars Assigning the Prject Default Prject Calendar Creating a New Calendar Mving a Prject Calendar t Glbal Cpy a Calendar frm One Prject t Anther Renaming & Deleting a Calendar Resurce Calendars Editing the Calendar Wrking Days f an Existing Calendar Adjusting Wrking Hurs Inherit Hlidays and Exceptins frm a Glbal Calendar Summary Duratins Primavera 6.2 and PrjCn Grup. All rights reserved, unless therwise indicated. Cntact us at inf@prjcn Grup.cm fr clarificatin/mre infrmatin. Als visit Grup.cm fr further details.

4 Summary Duratins Primavera P6 Versin 7 Tips fr Mixed Calendar Schedules Creating a Primavera WBS Opening and Navigating the WBS Windw Creating and Deleting a WBS Nde WBS Nde Separatr Wrk Breakdwn Structure Lwer Pane Details WBS Categries Why a Primavera WBS is Imprtant Wrkshp Creating the Wrk Breakdwn Structure New Activity definitin Duratin & Percent Cmplete Type Activity Types and Milestnes Cst Accunt Calendar Aut numbering Defaults & Adding New Activities Default Activity Duratin Cpying Activities frm ther Prgrams Elapsed Duratins Finding the Bars in the Gantt Chart Activity Infrmatin Bttm Layut Assigning Calendars t Activities Assigning Activities t a WBS Nde Rerdering r Srting Activities Summarizing Activities Using WBS Display Frmatting Frmatting the Prject Windw Understanding Frms Frmatting Clumns, Bars & Rws Prgress Line Display n the Gantt Chart Frmat Fnts and Fnt Clrs Frmat Timescale Inserting Attachments Text Bxes and Curtain Adding Relatinships Understanding Relatinships Understanding Lags and Leads Frmatting the Relatinships Adding and Remving Relatinships Using the Cmmand Tlbar Buttns t Assign Relatinships Disslving Activities Circular Relatinships Scheduling the Prject Critical Activities Definitin Wrkshp Adding the Relatinships Activity Netwrk PrjCn Grup. All rights reserved, unless therwise indicated. Cntact us at inf@prjcn Grup.cm fr clarificatin/mre infrmatin. Als visit Grup.cm fr further details.

5 Viewing a Prject Using the Activity Netwrk View Adding, Deleting and Disslving Activities in the Activity Netwrk View Adding, Editing and Deleting Relatinships Frmatting the Activity Bxes Rerganizing the Activity Netwrk Saving and Opening Activity netwrk Psitins Early Date, Late Date and Flat Calculatins Wrkshp Scheduling Calculatins and Activity Netwrk View Cnstraints Number f Cnstraints per Activity Setting a Primary & Secndary Expected Finish Cnstraint Expected Finish Date Prject Must Finish By Date Grup, Srt & Layuts Grup and Srt Activities Understanding Layuts Cpying a Layut T and Frm Anther Database Wrkshp Organizing Yur Data Understanding Filters Applying a Filter Creating a New Filter Mdifying a Filter Tracking Prgress & Scheduling Understanding Date Fields Setting the Baseline Practical Methds f Recrding Prgress Understanding the Cncepts Updating the Schedule Prgress Sptlight and Update Prgress Scheduling the Prject Cmparing Prgress with Baseline Prgress Line Display n the Gantt Chart Crrective Actin Wrkshp Prgressing and Baseline Cmparisn Users and Admin Preferences User Preferences & Admin Menu Miscellaneus Defaults Admin Preferences Scheduling Optins Admin Categries Creating rles & resurces Understanding Resurces Creating Rles Creating Resurces and the Resurces PrjCn Grup. All rights reserved, unless therwise indicated. Cntact us at inf@prjcn Grup.cm fr clarificatin/mre infrmatin. Als visit Grup.cm fr further details.

6 Editing Resurce Calendars Wrkshp Adding Rles and Resurces t the Database Assigning Resurces & Expenses Understanding Resurce Calculatins and Terminlgy Prject Windw Resurce Preferences User Preferences Applicable t Assigning Resurces Activity Windw Resurce Preferences and Defaults Assigning and Remving Rles Assigning and Remving Resurces Expenses Suggested Setup fr Creating a Resurced Schedule Wrkshp Assigning Resurces and Expenses t Activities Resurce Optimizatin Reviewing Resurce Lading Methds f Reslving Resurce Peaks and Cnflicts Resurce Levelling Resurce Levelling Functin Levelling Examples Resurce Shifts Guidelines fr Levelling What t Lk Fr if Resurces Are Nt Levelling Resurce Curves Editing the Resurce Usage Spreadsheet Bucket Planning Wrkshp Resurces Optimizatin Updating a Resurced Schedule Understanding Budget Values and Baseline Prjects Understanding the Current Data Date Infrmatin Required t Update a Resurced Schedule Prject Windw Defaults fr Updating a Resurced Schedule Activity Windw Percent Cmplete Types Using Steps t Calculate Activity Percent Cmplete Updating the Schedule Updating Resurces & Expenses Stre Perid Perfrmance Wrkshp Updating a Resurced Schedule Other methds f rganizing the Prject Data Activity Cdes (Enterprise & Prject) User Defined Fields Prject Phase r WBS Categry Resurce Cdes Cst Accunts Owner Activity Attribute EPS Level Activity Cdes Glbal Change Intrducing Glbal Change The Basic Cncepts f Glbal PrjCn Grup. All rights reserved, unless therwise indicated. Cntact us at inf@prjcn Grup.cm fr clarificatin/mre infrmatin. Als visit Grup.cm fr further details.

7 Specifying the Change Statements Examples f Simple Glbal Changes Selecting the Activities fr the Glbal Change Temprary Values Glbal Change Functins Mre Advanced Examples f Glbal Change Managing the Enterprise Envirnment Multiple User Data Display Issues Enterprise Prject Structure (EPS) Prtflis Activity & Prject Cdes Organizatinal Breakdwn Structure OBS Users, Security Prfiles and Organizatinal Breakdwn Structure Filtering, Gruping and Srting Prjects in the Prjects Windw Prject Duratins in the Prject Windw Why Are Sme Data Fields Gray and Cannt Be Edited? Summarizing Prjects Jb Services Tracking Windw Multiple Prject Scheduling Multiple Prjects in One Primavera Prject Multiple Primavera Prjects Representing One Prject Setting Up Primavera Prjects as Sub prjects Refresh Data Wh Has the Prject Open? Setting Baselines fr Multiple Prjects Utilities Reflectin Prjects Advanced Scheduling Optins Audit Trail Clumns Excel Imprt and Exprt Tl Prject Imprt and Exprt Check In and Check Out 4. Expected Audience Prfile/Backgrund This curse is suitable fr everyne wh is part f any team that executes industrial prjects. If pssible, grups will be cmpsed f rganizatins that are supplementing each ther t allw all participants t learn as much as pssible. This curse is primarily aimed at: Prject Manager / Directr Finance Prject Executive / Manager Prject Engineer Cst Engineer/Estimatr Risk Manager Change PrjCn Grup. All rights reserved, unless therwise indicated. Cntact us at inf@prjcn Grup.cm fr clarificatin/mre infrmatin. Als visit Grup.cm fr further details.

8 Planner and/r Scheduler Prject Cntrls Engineer Cmmercial managers Quantity surveyrs Prject supprt managers Prpsal manager Operatin Engineers /Managers Members f a tendering team And finally, all thse wh are invlved in technical prjects planning, cst estimatin, cst cntrl and cntract review in their rganizatins 5. Target Audience Level Suitable fr intermediate t advanced level prfessinals prviding brief verview and intrductin n aspects mentined abve. This curse is purely fr Engineering, Prcurement and cnstructin Prjects primarily in the fllwing sectrs: Oil and gas Petrchemical Infrastructure Pwer Plant Turnkey and Pipeline Prjects Nuclear (new builds and decmm) Defence 6. Prgramme frmat This prgramme will be delivered in an interactive and practical, tutrial style frmat. Thery will be supprted and illustrated thrugh a cmbinatin f real wrld examples. USP f ur curses is that these are develped by ur in huse cnsultants wrking n real life prjects and hence the curse cntent reflects the practical aspects and challenges faced by the prfessinals and industry during the prject delivery. Our cnsultants have helped ECITB, UK (Engineering Cnstructin Industry Training Bard, United Kingdm) drafting the standards and framewrk empwering us with deep insight n the industry's training requirements. Our cnsultants are AACEI, USA and ACstE, UK certified prfessinals and are members f majr prfessinal PrjCn Grup. All rights reserved, unless therwise indicated. Cntact us at inf@prjcn Grup.cm fr clarificatin/mre infrmatin. Als visit Grup.cm fr further details.